Civic Intelligence

United Methodist Higher Education Foundation

990 • Fiscal year 2021 • EIN 23-7077869

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 05, 2022

Organization ProfileWWW.UMHEF.ORG
PO Box 340005Nashville, TN 37203

(615) 649-3990

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.63x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

2nd percentile

-74%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

17th percentile

$172,789

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

31st percentile

5.3%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-20%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$70,761,968

Up $3,583,656 (+5.3%) from 2020

Net Assets

Up

$69,882,377

Up $3,367,942 (+5.1%) from 2020

Liabilities

Up

$879,591

Up $215,714 (+32%) from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin2nd percentile

Revenue

Down

$1,398,493

Down $358,465 (-20%) from 2020

Expenses

Up

$2,427,930

Up $12,694 (+0.5%) from 2020

Net Income

Down

-$1,029,437

Down $371,159 (-56%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $43,754,507Liabilities 2011: $1,209,080Net Assets 2011: $42,545,4272011Assets 2012: $47,947,574Liabilities 2012: $2,404,465Net Assets 2012: $45,543,1092012Assets 2013: $54,012,232Liabilities 2013: $1,294,293Net Assets 2013: $52,717,9392013Assets 2014: $51,873,825Liabilities 2014: $672,867Net Assets 2014: $51,200,9582014Assets 2015: $48,743,807Liabilities 2015: $1,127,693Net Assets 2015: $47,616,1142015Assets 2016: $49,210,435Liabilities 2016: $669,589Net Assets 2016: $48,540,8462016Assets 2017: $55,055,161Liabilities 2017: $434,430Net Assets 2017: $54,620,7312017Assets 2018: $49,721,054Liabilities 2018: $410,284Net Assets 2018: $49,310,7702018Assets 2019: $58,333,116Liabilities 2019: $584,350Net Assets 2019: $57,748,7662019Assets 2020: $67,178,312Liabilities 2020: $663,877Net Assets 2020: $66,514,4352020Assets 2021: $70,761,968Liabilities 2021: $879,591Net Assets 2021: $69,882,3772021Assets 2022: $56,702,890Liabilities 2022: $812,426Net Assets 2022: $55,890,4642022Assets 2023: $61,866,679Liabilities 2023: $531,422Net Assets 2023: $61,335,2572023Assets 2024: $64,085,514Liabilities 2024: $458,958Net Assets 2024: $63,626,5562024

Highlighted filing

2021

Assets$70,761,968
Liabilities$879,591
Net Assets$69,882,377
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,410,6612011Expenses 2012: $2,474,8342012Revenue 2013: $5,748,248Expenses 2013: $2,543,059Net Income 2013: $3,205,1892013Revenue 2014: $5,267,916Expenses 2014: $2,655,630Net Income 2014: $2,612,2862014Revenue 2015: $3,970,643Expenses 2015: $2,667,880Net Income 2015: $1,302,7632015Revenue 2016: $2,936,032Expenses 2016: $2,630,436Net Income 2016: $305,5962016Revenue 2017: $1,354,869Expenses 2017: $2,367,741Net Income 2017: -$1,012,8722017Revenue 2018: $1,714,333Expenses 2018: $2,456,481Net Income 2018: -$742,1482018Revenue 2019: $6,709,879Expenses 2019: $2,407,077Net Income 2019: $4,302,8022019Revenue 2020: $1,756,958Expenses 2020: $2,415,236Net Income 2020: -$658,2782020Revenue 2021: $1,398,493Expenses 2021: $2,427,930Net Income 2021: -$1,029,4372021Revenue 2022: $2,034,614Expenses 2022: $2,391,061Net Income 2022: -$356,4472022Revenue 2023: $2,391,247Expenses 2023: $2,736,377Net Income 2023: -$345,1302023Revenue 2024: $3,744,288Expenses 2024: $2,861,543Net Income 2024: $882,7452024

Highlighted filing

2021

Revenue$1,398,493
Expenses$2,427,930
Net Income-$1,029,437
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 5, 2022
Return Version
2021v4.0
Gross Receipts
$1,427,103
Mission and Program Overview

Mission

The organization was established to develop and manage funds for scholarships for united methodist students attending united methodist related schools.

Umhef provides on average in excess of 2 million in scholarship funding through its collaborative programs. In pursuit of that goal, the foundation hosts endowment fundraising events and programs to raise scholarship dollars.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$66,807,009$69,910,018▲ $3,103,009
Cash and Non-Interest-Bearing Accounts$166,631$156,319▼ $10,312
Land, Buildings, and Equipment, Net$10,565$9,510▼ $1,055
Total Assets$67,178,312$70,761,968▲ $3,583,656
Other Assets Total$194,107$686,121▲ $492,014
Liabilities
Other Liabilities$181,624$654,947▲ $473,323
Accounts Payable and Accrued Expenses$482,253$224,644▼ $257,609
Total Liabilities$663,877$879,591▲ $215,714
Net Assets / Fund Balance
Net Assets With Donor Restrictions$33,624,955$35,335,108▲ $1,710,153
Net Assets Without Donor Restrictions$32,889,480$34,547,269▲ $1,657,789
Total Net Assets Fund Balance$66,514,435$69,882,377▲ $3,367,942
Total Liabilities and Net Assets / Fund Balance$67,178,312$70,761,968▲ $3,583,656

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,510$56,023$65,533
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R FletcherPresident/ceFT$134,582$38,207$172,789
Robert R FletcherPresident/CEO-$134,582$38,207$172,789

Board Members and Trustees

NameTitle
J Rowland CookChair
Jonathan S LeeVice Chair
Abby AumanTrustee
Bill VogelTrustee
Cara Stultz CostelloTrustee
Deb TierneyTrustee
Dr Irma ClarkTrustee
Dr Joseph HarrisTrustee
Dr Ruth a KnoxTrustee
Glenn C AndrewTrustee
Greg BergquistTrustee
Jadd MassoTrustee
Jeffrey TaylorTrustee
Jesse AryTrustee
Julie ChildsTrustee
Kah-jin KuanTrustee
Kathi Austin MahleTrustee
Lorene WilburTrustee
Mary DeckerTrustee
Molly GabelTrustee
Robert ForrestTrustee
Sherron ShuffieldTrustee
Sidney StrebeckTrustee
Susan NienaberTrustee
Timothy GriffyTrustee
Wayne MoyTrustee
William N JohnstonTrustee
Willie JohnsonTrustee
Dr Ken YamadaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$446,411
Program Service Revenue
$0
Investment Income
$952,082
Other Revenue
$0
All Other Contributions
$446,411
Change in Net Assets
$-1,029,437

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,401,088
Revenue Not Reported on Financial Statements
$-2,595
Revenue Not Reported on Form 990
$4,397,379
Total Revenue per Audited Statements
$5,798,467
Total Revenue per Form 990
$1,398,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,298,159
Salaries, Compensation, and Employee Benefits$695,140
Other Expenses$434,631
Total Fundraising Expense$196,105
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,298,159--$1,298,159
Other Salaries and Wages$142,745$125,788$36,369$304,902
Current Officers, Directors, Trustees, and Key Employees$103,639$41,455$62,183$207,277
Occupancy$31,183$77,040$11,006$119,229
Other Employee Benefits$39,833$31,570$30,732$102,135
Pension Plan Contributions$28,372$19,259$11,349$58,980
Office Expenses$13,109$10,962$19,308$43,379
Information Technology$14,362$7,054$5,513$26,929
Travel$12,796$5,188$7,763$25,747
Payroll Taxes$10,509$7,133$4,204$21,846
Fees for Services Accounting-$17,524-$17,524
Other Expenses$16,333$7,386$4,597$16,333
Insurance$3,340$10,668$1,392$15,400
Fees for Service Investment Mgmnt Fees$15,008--$15,008
Depreciation Depletion$1,915$1,300$766$3,981
Fees for Services Legal-$3,236-$3,236
Advertising$2,351$276$591$3,218
Conferences and Meetings$553$658$332$1,543
All Other Expenses-$-242-$-242
Total Functional Expenses$1,865,570$366,255$196,105$2,427,930

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,430,525
Total Expenses per Audited Statements$2,430,525
Total Expenses per Form 990$2,427,930
Expenses Not Reported on Financial Statements$-2,595
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$494,518
Clut Liability$122,430
Crut Liability$37,999
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The united methodist higher education foundation trustees are elected by the division of higher education of the general board of higher education and ministry of the united methodist church.”

Form 990, Page 6, Part VI, Line 11B

“A draft of the form 990 is provided to the audit committee with a period of two days to review. Authorization to file is provided by the audit committee chair immediately following the review period.”

Form 990, Page 6, Part VI, Line 12C

“Any disclosures are questioned in depth to ensure propriety.”

Form 990, Page 6, Part VI, Line 15A

“The president/ceo's salary is evaluated and approved, annually, by the board's executive committee. The president/ceo evaluates and approves, annually, all foundation staff salaries.”

Form 990, Page 6, Part VI, Line 19

“All documents are available physically in the office. Financial information is also reported on the umhef website.”

Filing and Contact Details

Filer

Filer Name
United Methodist Higher Education
EIN
23-7077869
Phone
6156493990
Address
PO BOX 340005, NASHVILLE, TN 37203

Signing Officer

Name
Robert R Fletcher
Title
President/CEO
Phone
6156493990
Signed
2022-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert R Fletcher
Formed
1965
Legal Domicile
Tn
Voting Board Members
29
Independent Board Members
0
Employees
5
Volunteers
40

Preparer

Firm
Mullins Clemmons & Mayes Pllc
Address
340 SEVEN SPRINGS WAY STE 720, BRENTWOOD, TN 37027-5098
Preparer
Larry D Mullins
Phone
6153708576
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IRS990/Desc0UNITED METHODIST DOLLARS FOR SCHOLARS PROVIDES MATCHING SCHOLARSHIPS FOR STUDENTS ATTENDING UNITED METHODIST-RELATED INSTITUTIONS. LOCAL UNITED METHODIST CHURCHES PROVIDE 1,000 TO A MEMBER STUDENT (TOTALING 568,000 IN 2021), THE UNITED METHODIST HIGHER EDUCATION FOUNDATION MATCHES EACH STUDENT'S 1,000, AND IN MOST INSTANCES THE UNITED METHODIST-RELATED EDUCATIONAL INSTITUTION MATCHES 1,000, BRINGING THE TOTAL AWARD TO 3,000 PER STUDENT. FURTHER, WITH A SELECT NUMBER OF UNITED METHODIST CONFERENCE FOUNDATIONS, THE AWARD IS MATCHED WITH AN ADDITIONAL 1,000 (TOTALING 271,510 IN 2021),BRINGING THE TOTAL AWARD TO 4,000 PER STUDENT. TOTAL SCHOLARSHIPS AWARDED BY UNITED METHODIST HIGHER EDUCATION FOUNDATION THROUGH THIS PROGRAM IN 2021 WERE 1,407,510.
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,761,968
Liabilities
$879,591
Net assets
$69,882,377
Revenue
$1,398,493
Expenses
$2,427,930
Net income
-$1,029,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$64.1$0.46$63.6$3.74$2.86$0.88
2023Detailed filing. Detailed filing data is available for this year.$61.9$0.53$61.3$2.39$2.74$0.35
2022Detailed filing. Detailed filing data is available for this year.$56.7$0.81$55.9$2.03$2.39$0.36
2021Detailed filing. Detailed filing data is available for this year.$70.8$0.88$69.9$1.40$2.43$1.03
2020Detailed filing. Detailed filing data is available for this year.$67.2$0.66$66.5$1.76$2.42$0.66
2019Detailed filing. Detailed filing data is available for this year.$58.3$0.58$57.7$6.71$2.41$4.30
2018Detailed filing. Detailed filing data is available for this year.$49.7$0.41$49.3$1.71$2.46$0.74
2017Detailed filing. Detailed filing data is available for this year.$55.1$0.43$54.6$1.35$2.37$1.01
2016Detailed filing. Detailed filing data is available for this year.$49.2$0.67$48.5$2.94$2.63$0.31
2015Detailed filing. Detailed filing data is available for this year.$48.7$1.13$47.6$3.97$2.67$1.30
2014Detailed filing. Detailed filing data is available for this year.$51.9$0.67$51.2$5.27$2.66$2.61
2013Detailed filing. Detailed filing data is available for this year.$54.0$1.29$52.7$5.75$2.54$3.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.9$2.40$45.5$2.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.8$1.21$42.5$2.41