Civic Intelligence

Kansas Area United Methodist Foundation

990 • Fiscal year 2016 • EIN 48-0697195

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization ProfileWWW.KAUMF.ORG
100 East First Avenue PO Box 605Hutchinson, KS 67504-0605

(620) 664-9623

Siviq Scores

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

Liabilities / Assets

77th percentile

0.62x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

10.16x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

86th percentile

28%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

14th percentile

$118,685

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

57th percentile

4.0%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

4.0%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$48,821,137

Up $1,886,429 (+4.0%) from 2015

Net Assets

Up

$18,705,152

Up $1,362,465 (+7.9%) from 2015

Liabilities

Up

$30,115,985

Up $523,964 (+1.8%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin86th percentile

Revenue

Up

$2,964,096

Up $115,087 (+4.0%) from 2015

Expenses

Up

$2,137,784

Up $607,090 (+40%) from 2015

Net Income

Down

$826,312

Down $492,003 (-37%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$80M$60M$40M$20M$0Assets 2011: $38,178,852Liabilities 2011: $26,182,535Net Assets 2011: $11,996,3172011Assets 2012: $43,981,753Liabilities 2012: $28,862,125Net Assets 2012: $15,119,6282012Assets 2013: $49,109,785Liabilities 2013: $32,021,595Net Assets 2013: $17,088,1902013Assets 2014: $47,635,388Liabilities 2014: $30,456,552Net Assets 2014: $17,178,8362014Assets 2015: $46,934,708Liabilities 2015: $29,592,021Net Assets 2015: $17,342,6872015Assets 2016: $48,821,137Liabilities 2016: $30,115,985Net Assets 2016: $18,705,1522016Assets 2017: $52,224,971Liabilities 2017: $31,451,342Net Assets 2017: $20,773,6292017Assets 2018: $48,511,483Liabilities 2018: $30,274,453Net Assets 2018: $18,237,0302018Assets 2019: $54,229,712Liabilities 2019: $32,995,787Net Assets 2019: $21,233,9252019Assets 2020: $60,683,142Liabilities 2020: $36,144,093Net Assets 2020: $24,539,0492020Assets 2021: $76,189,841Liabilities 2021: $50,268,158Net Assets 2021: $25,921,6832021Assets 2022: $68,866,637Liabilities 2022: $48,028,467Net Assets 2022: $20,838,1702022Assets 2023: $75,049,750Liabilities 2023: $51,820,750Net Assets 2023: $23,229,0002023Assets 2024: $79,816,490Liabilities 2024: $52,612,157Net Assets 2024: $27,204,3332024

Highlighted filing

2016

Assets$48,821,137
Liabilities$30,115,985
Net Assets$18,705,152
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,762,793Expenses 2011: $968,309Net Income 2011: $794,4842011Revenue 2012: $2,703,034Expenses 2012: $1,299,878Net Income 2012: $1,403,1562012Revenue 2013: $2,979,213Expenses 2013: $1,300,578Net Income 2013: $1,678,6352013Revenue 2014: $1,991,693Expenses 2014: $1,401,607Net Income 2014: $590,0862014Revenue 2015: $2,849,009Expenses 2015: $1,530,694Net Income 2015: $1,318,3152015Revenue 2016: $2,964,096Expenses 2016: $2,137,784Net Income 2016: $826,3122016Revenue 2017: $2,995,767Expenses 2017: $1,338,590Net Income 2017: $1,657,1772017Revenue 2018: $2,546,046Expenses 2018: $1,780,372Net Income 2018: $765,6742018Revenue 2019: $2,533,668Expenses 2019: $1,568,661Net Income 2019: $965,0072019Revenue 2020: $1,806,908Expenses 2020: $1,503,000Net Income 2020: $303,9082020Revenue 2021: $1,809,675Expenses 2021: $1,780,789Net Income 2021: $28,8862021Revenue 2022: $1,608,797Expenses 2022: $1,825,776Net Income 2022: -$216,9792022Revenue 2023: $1,779,249Expenses 2023: $1,718,230Net Income 2023: $61,0192023Revenue 2024: $9,418,872Expenses 2024: $2,036,060Net Income 2024: $7,382,8122024

Highlighted filing

2016

Revenue$2,964,096
Expenses$2,137,784
Net Income$826,312
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$2,964,096
Mission and Program Overview

Mission

Receive gifts, bequests and donations to be held in trust to invest and administer for charitable, religious and educational use to maintain and further the programs and missions of the united methodist church and to accept gifts that provide benefits to other not-for-profit, tax exempt organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$41,598,470$43,336,940▲ $1,738,470
Other Notes and Loans Receivable, Net$4,567,253$4,606,763▲ $39,510
Savings and Temporary Cash Investments$581,479$681,343▲ $99,864
Land, Buildings, and Equipment, Net$22,601$20,136▼ $2,465
Accounts Receivable$8,700$12,501▲ $3,801
Total Assets$46,934,708$48,821,137▲ $1,886,429
Other Assets Total$156,205$163,454▲ $7,249
Liabilities
Other Liabilities$24,703,105$24,215,511▼ $487,594
Mortgage Notes Payable Secured by Investment Property$4,859,647$5,867,963▲ $1,008,316
Accounts Payable and Accrued Expenses$29,269$32,511▲ $3,242
Total Liabilities$29,592,021$30,115,985▲ $523,964
Net Assets / Fund Balance
Permanently Rstr Net Assets$11,323,358$12,354,251▲ $1,030,893
Temporarily Rstr Net Assets$3,547,163$3,804,195▲ $257,032
Unrestricted Net Assets$2,472,166$2,546,706▲ $74,540
Total Net Assets Fund Balance$17,342,687$18,705,152▲ $1,362,465
Total Liabilities and Net Assets / Fund Balance$46,934,708$48,821,137▲ $1,886,429

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,897$29,725$44,622
Other Land Buildings$5,239$1,332$6,571

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$15,276,998$1,152,456▲ $1,417,026-$16,566,650
2015$15,327,906$895,854▲ $527,165-$15,276,998
2014$15,466,905$129,594▲ $1,219,972-$15,327,906
2013$13,540,370$981,145▲ $1,867,204-$15,466,905
2012$12,092,052$651,167▲ $1,863,087-$13,540,370
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan D HerndonPresidentFT$96,000$22,685$118,685
Lee SankeyAssistant SecretaryFT$64,680$4,528$69,208
Gloria MarkusTreasurerFT$49,920$8,690$58,610

Board Members and Trustees

NameTitle
Rev Mike RoseChairperson
Bruce SchwyhartVice-chairperson
Bishop Ruben Saenz JrEx Officio Trustee
Bill RileyTrustee
Bob TimmonsTrustee
Dan DeenerTrustee
Daniel EilertTrustee
Gaylon GreenTrustee
Jane BotzTrustee
Jerry BanakaTrustee
Mark QueenTrustee
Rev Bethann BlackTrustee
Rev Rick ThorntonTrustee
Richard MartinTrustee
Sandra HoltTrustee
Tracy KihmTrustee
Rev Lennie MaxwellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,972,195
Program Service Revenue
$242,249
Investment Income
$687,269
Other Revenue
$62,383
All Other Contributions
$1,972,195
Change in Net Assets
$826,312

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded24$903,818Equity Exchange
Total Noncash Contributions24$903,818-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,964,096
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$605,853
Total Revenue per Audited Statements
$3,569,949
Total Revenue per Form 990
$2,964,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,250,617
Other Expenses$585,743
Salaries, Compensation, and Employee Benefits$301,424
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,243,496--$1,243,496
Current Officers, Directors, Trustees, and Key Employees$128,255$82,345-$210,600
Interest$78,702--$78,702
Fees for Services Management$73,286--$73,286
Pension Plan Contributions$36,565$26,975-$63,540
Office Expenses$11,130$43,808-$54,938
All Other Expenses$28,492$10,122-$38,614
Other Salaries and Wages$16,620$10,664-$27,284
Fees for Services Accounting-$15,600-$15,600
Other Expenses$15,000$4,834-$15,000
Depreciation Depletion$3,000$4,500-$7,500
Grants to Domestic Individuals$7,121--$7,121
Insurance-$5,551-$5,551
Fees for Services Other$914--$914
Total Functional Expenses$1,933,385$204,399$0$2,137,784

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,137,784
Total Expenses per Audited Statements$2,137,784
Total Expenses per Form 990$2,137,784
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University United Methodist ChurchWichita, KS501(c)3General Support$648,296
Wichita First United Methodist ChurchWichita, KS501(c)3General Support$122,146
The Nature ConservancyArlington, VA501(c)3Environmental Protection$57,161
Prairie Village Asbury United Methodist ChurchPrairie Village, KS501(c)3General Support$37,679
EmberhopeWichita, KS501(c)3Residential Treatment$30,002
Church World ServiceElkhart, IN501(c)3Agricultural Programs$28,580
Asbury Park IncNewton, KS501(c)3Residential Care$22,154
Eudora United Methodist ChurchEudora, KS501(c)3General Support$18,088
Andover Evangelical Lutheran ChurchWindom, KS501(c)3General Support$17,900
United Methodist Open DoorWichita, KS501(c)3General Support$16,424
Kansas City Trinity United Methodist ChurchKansas City, KS501(c)3General Support$15,022
Wichita Habitat for HumanityWichita, KS501(c)3Housing Development$15,000
Manhattan College Avenue UmcManhattan, KS501(c)3General Support$13,374
Wesley Towers IncHutchinson, KS501(c)3Senior Care$12,155
Sublette United Methodist ChurchSublette, KS501(c)3Educational Scholarships$12,154
Southwestern CollegeWinfield, KS501(c)3General Support$10,095
Big Brothers and Big SistersWichita, KS501(c)3General Support$10,000
Salvation ArmyHutchinson, KS501(c)3General Support$10,000
Augusta First United Methodist ChurchAugusta, KS501(c)3General Support$8,420
United Way of the PlainsWichita, KS501(c)3General Support$6,000
First United Methodist ChurchGreat Bend, KS501(c)3General Support$5,882
Forest Park Conference & Retreat CenterTopeka, KS501(c)3General Support$5,851
General Board of Global MinistriesNew York, NY501(c)3Methodist Church in Cuba$5,713
Clay Center United Methodist ChurchClay Center, KS501(c)3General Support$5,194
Harper United Methodist ChurchHarper, KS501(c)3General Support$5,000
Kansas State University FoundationManhattan, KS501(c)3Tradition Foundes, Engineering Department, Human Ecology$5,000
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
Managed Funds Held for Others$19,815,305
Split Interest Trust Funds$2,915,436
Split Interest Agreement Obligations$1,484,770
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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, Part VI, Section A, Line 6

“The foundation has 16 members.”

Form 990, Part VI, Section B, Line 11B

“The audit committee reviews at its meeting prior to or after filing.”

Form 990, Part VI, Section B, Line 12C

“Staff and board members are required to inform the foundation if their status changes. This policy is reviewed annually.”

Form 990, Part VI, Section B, Line 15

“President/executive director salary is determined by the executive committee and approved by the board with the annual budget. This is compared to other foundations whose salary is public knowledge or published. The board does a comparison on size of foundations based on assets under management.”

Form 990, Part VI, Section C, Line 19

“Governing documents & financial statements available to public upon request”

Filing and Contact Details

Filer

Filer Name
Kansas Area United Methodist Foundation
EIN
48-0697195
Phone
6206649623
Address
100 EAST FIRST AVENUE PO BOX 605, HUTCHINSON, KS 67504-0605

Signing Officer

Name
Alan D Herndon
Title
President
Phone
6206649623
Signed
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan D Herndon
Formed
1964
Legal Domicile
Ks
Voting Board Members
16
Independent Board Members
16
Employees
5
Volunteers
0

Preparer

Firm
Lindburg Vogel Pierce Faris Chartered
Address
2301 N HALSTEAD - P O BOX 2047, HUTCHINSON, KS 67504-2047
Preparer
Billy J Klug
Phone
6206690461
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split-interest agreements -69,700.”

FORM 990, PART XII, LINE 2C:

“Consistent with prior years, the audit committee assumes responsibility for oversight of the audit”

Financial Statement Notes

PART V, LINE 4:

“Charitable, religious and educational use to maintain and further the programs and missions of the united methodist church”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm13REV BETHANN BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm15SANDRA HOLT
IRS990/Form990PartVIISectionAGrp/PersonNm16BISHOP RUBEN SAENZ JR
IRS990/Form990PartVIISectionAGrp/PersonNm17ALAN D HERNDON
IRS990/Form990PartVIISectionAGrp/PersonNm18LEE SANKEY
IRS990/Form990PartVIISectionAGrp/PersonNm19GLORIA MARKUS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1796000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1864680
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1949920
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16EX OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt035866
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01250617
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt07121
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07121
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01243496
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01243496
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt035866
IRS990/GrossReceiptsAmt02964096
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05551
IRS990/InsuranceGrp/TotalAmt05551
IRS990/InterestGrp/ProgramServicesAmt078702
IRS990/InterestGrp/TotalAmt078702
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0651403
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0651403
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt041598470
IRS990/InvestmentsPubTradedSecGrp/EOYAmt043336940
IRS990/IRPDocumentCnt0113
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt031057
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022601
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020136
IRS990/LandBldgEquipCostOrOtherBssAmt051193
IRS990/LegalDomicileStateCd0KS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0RECEIVE GIFTS, BEQUESTS AND DONATIONS TO BE HELD IN TRUST TO INVEST AND ADMINISTER FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL USE TO MAINTAIN AND FURTHER THE PROGRAMS AND MISSIONS OF THE UNITED METHODIST CHURCH AND TO ACCEPT GIFTS THAT PROVIDE BENEFITS TO OTHER NOT-FOR-PROFIT, TAX EXEMPT ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04859647
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05867963
IRS990/NetAssetsOrFundBalancesBOYAmt017342687
IRS990/NetAssetsOrFundBalancesEOYAmt018705152
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt035866
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt035866
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0605853
IRS990/NoncashContributionsAmt0903818
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043808
IRS990/OfficeExpensesGrp/ProgramServicesAmt011130
IRS990/OfficeExpensesGrp/TotalAmt054938
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0156205
IRS990/OtherAssetsTotalGrp/EOYAmt0163454
IRS990/OtherChangesInNetAssetsAmt0-69700
IRS990/OtherExpensesGrp/Desc0TRUST ACCOUNT DISTRIBUT
IRS990/OtherExpensesGrp/Desc1INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc2STAFF RESOURCES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04834
IRS990/OtherExpensesGrp/ProgramServicesAmt0249764
IRS990/OtherExpensesGrp/ProgramServicesAmt126906
IRS990/OtherExpensesGrp/ProgramServicesAmt214134
IRS990/OtherExpensesGrp/ProgramServicesAmt315000
IRS990/OtherExpensesGrp/TotalAmt0249764
IRS990/OtherExpensesGrp/TotalAmt126906
IRS990/OtherExpensesGrp/TotalAmt218968
IRS990/OtherExpensesGrp/TotalAmt315000
IRS990/OtherLiabilitiesGrp/BOYAmt024703105
IRS990/OtherLiabilitiesGrp/EOYAmt024215511
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1211110
IRS990/OtherRevenueMiscGrp/Desc0OTHER MISCELLANEOUS RE
IRS990/OtherRevenueMiscGrp/Desc1PARTNERSHIP PASSTHROUG
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt056637
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056637
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1143
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0143
IRS990/OtherRevenueTotalAmt056780
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010664
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016620
IRS990/OtherSalariesAndWagesGrp/TotalAmt027284
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04567253
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04606763
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt026975
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt036565
IRS990/PensionPlanContributionsGrp/TotalAmt063540
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt011323358
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt012354251
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALAN D HERNDON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1INCOME FROM OTHER TRUS
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/Desc3CAPITAL CAMPAIGN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0137216
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt164724
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt229309
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt311000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0137216
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt164724
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt229309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt311000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01098137
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0675395
IRS990/PYInvestmentIncomeAmt01533067
IRS990/PYOtherExpensesAmt0547915
IRS990/PYOtherRevenueAmt08576
IRS990/PYProgramServiceRevenueAmt0209229
IRS990/PYRevenuesLessExpensesAmt01318315
IRS990/PYSalariesCompEmpBnftPaidAmt0307384
IRS990/PYTotalExpensesAmt01530694
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02849009
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0826312
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0991758
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt05603
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt05603
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0581479
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0681343
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,821,137
Liabilities
$30,115,985
Net assets
$18,705,152
Revenue
$2,964,096
Expenses
$2,137,784
Net income
$826,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.8$52.6$27.2$9.42$2.04$7.38
2023Detailed filing. Detailed filing data is available for this year.$75.0$51.8$23.2$1.78$1.72$0.06
2022Detailed filing. Detailed filing data is available for this year.$68.9$48.0$20.8$1.61$1.83$0.22
2021Detailed filing. Detailed filing data is available for this year.$76.2$50.3$25.9$1.81$1.78$0.03
2020Detailed filing. Detailed filing data is available for this year.$60.7$36.1$24.5$1.81$1.50$0.30
2019Detailed filing. Detailed filing data is available for this year.$54.2$33.0$21.2$2.53$1.57$0.97
2018Detailed filing. Detailed filing data is available for this year.$48.5$30.3$18.2$2.55$1.78$0.77
2017Detailed filing. Detailed filing data is available for this year.$52.2$31.5$20.8$3.00$1.34$1.66
2016Detailed filing. Detailed filing data is available for this year.$48.8$30.1$18.7$2.96$2.14$0.83
2015Detailed filing. Detailed filing data is available for this year.$46.9$29.6$17.3$2.85$1.53$1.32
2014Summary only. Only limited summary data is available for this year.$47.6$30.5$17.2$1.99$1.40$0.59
2013Detailed filing. Detailed filing data is available for this year.$49.1$32.0$17.1$2.98$1.30$1.68
2012Summary only. Only limited summary data is available for this year.$44.0$28.9$15.1$2.70$1.30$1.40
2011Summary only. Only limited summary data is available for this year.$38.2$26.2$12.0$1.76$0.97$0.79