Civic Intelligence

United Methodist Higher Education Foundation

990 • Fiscal year 2022 • EIN 23-7077869

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 20, 2023

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.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

54th percentile

0.40x

Higher debt load relative to revenue than 54% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

10th percentile

-18%

Higher net margin than 10% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$172,027

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

5th percentile

-20%

Faster asset growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

45%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$56,702,890

Down $14,059,078 (-20%) from 2021

Net Assets

Down

$55,890,464

Down $13,991,913 (-20%) from 2021

Liabilities

Down

$812,426

Down $67,165 (-7.6%) from 2021

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin10th percentile

Revenue

Up

$2,034,614

Up $636,121 (+45%) from 2021

Expenses

Down

$2,391,061

Down $36,869 (-1.5%) from 2021

Net Income

Up

-$356,447

Up $672,990 (+65%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2022

Assets$56,702,890
Liabilities$812,426
Net Assets$55,890,464
Open 2022 Filing

Operations Trend

Revenue Growth87th 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

2022

Revenue$2,034,614
Expenses$2,391,061
Net Income-$356,447
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 20, 2023
Return Version
2022v5.0
Gross Receipts
$2,034,614
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$69,910,018$55,839,834▼ $14,070,184
Cash and Non-Interest-Bearing Accounts$156,319$263,615▲ $107,296
Land, Buildings, and Equipment, Net$9,510$14,249▲ $4,739
Total Assets$70,761,968$56,702,890▼ $14,059,078
Other Assets Total$686,121$585,192▼ $100,929
Liabilities
Other Liabilities$654,947$498,208▼ $156,739
Accounts Payable and Accrued Expenses$224,644$314,218▲ $89,574
Total Liabilities$879,591$812,426▼ $67,165
Net Assets / Fund Balance
Net Assets With Donor Restrictions$35,335,108$29,340,675▼ $5,994,433
Net Assets Without Donor Restrictions$34,547,269$26,549,789▼ $7,997,480
Total Net Assets Fund Balance$69,882,377$55,890,464▼ $13,991,913
Total Liabilities and Net Assets / Fund Balance$70,761,968$56,702,890▼ $14,059,078

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,249$60,202$74,451
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert R FletcherPresident/ceFT$132,872$39,155$172,027
Robert R FletcherPresident/CEO-$132,872$39,155$172,027

Board Members and Trustees

NameTitle
William N JohnstonChair
Jadd MassoVice Chair
Bill VogelTrustee
Bruce OughTrustee
Cara Stultz CostelloTrustee
Dr Irma ClarkTrustee
Dr Joseph HarrisTrustee
Dr Ken YamadaTrustee
Dr Ruth a KnoxTrustee
Herman FeltonTrustee
J Rowland CookTrustee
Javier VieraTrustee
Jeffrey KuanTrustee
Jeffrey TaylorTrustee
Jesse AryTrustee
Julie ChildsTrustee
Kathi Austin MahleTrustee
Mary DeckerTrustee
Molly GabelTrustee
Sherron ShuffieldTrustee
Sidney StrebeckTrustee
Tari HughesTrustee
Timothy GriffyTrustee
Willie JohnsonTrustee
Greg BergquistEx-officio
Lorene WilburSecretary
Glenn C AndrewTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$272,504
Program Service Revenue
$0
Investment Income
$1,762,110
Other Revenue
$0
All Other Contributions
$272,504
Change in Net Assets
$-356,447

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,035,626
Revenue Not Reported on Financial Statements
$-1,012
Revenue Not Reported on Form 990
$-13,635,466
Total Revenue per Audited Statements
$-11,599,840
Total Revenue per Form 990
$2,034,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,175,195
Salaries, Compensation, and Employee Benefits$707,978
Other Expenses$507,888
Total Fundraising Expense$280,123
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,175,195--$1,175,195
Other Salaries and Wages$164,260$106,378$49,394$320,032
Current Officers, Directors, Trustees, and Key Employees$61,774$41,182$102,956$205,912
Occupancy$32,285$78,266$16,632$127,183
Other Employee Benefits$42,202$37,682$19,572$99,456
Pension Plan Contributions$25,808$16,848$17,395$60,051
Office Expenses$13,346$11,740$19,853$44,939
Travel$12,628$7,942$19,140$39,710
Information Technology$16,873$7,479$6,912$31,264
Other Expenses$28,075$2$1$28,078
Payroll Taxes$9,681$6,320$6,526$22,527
Fees for Services Accounting-$18,169-$18,169
Insurance$3,535$13,139$1,473$18,147
Fees for Service Investment Mgmnt Fees$17,034--$17,034
Conferences and Meetings$6,467$3,504$3,388$13,359
Advertising$11,518$144$845$12,507
Depreciation Depletion$1,796$1,172$1,210$4,178
All Other Expenses-$1,937-$1,937
Fees for Services Legal-$850-$850
Total Functional Expenses$1,747,262$363,676$280,123$2,391,061

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,392,073
Total Expenses per Audited Statements$2,392,073
Total Expenses per Form 990$2,391,061
Expenses Not Reported on Financial Statements$-1,012
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$390,309
Clut Liability$99,572
Crut Liability$8,327
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
2023-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert R Fletcher
Formed
1965
Legal Domicile
Tn
Voting Board Members
26
Independent Board Members
0
Employees
6
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/MembersOrStockholdersInd0false
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,702,890
Liabilities
$812,426
Net assets
$55,890,464
Revenue
$2,034,614
Expenses
$2,391,061
Net income
-$356,447
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