Civic Intelligence

Kansas Area United Methodist Foundation

990 • Fiscal year 2018 • EIN 48-0697195

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 12, 2019

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

79th percentile

0.62x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

11.89x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

9th percentile

$73,419

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

12th percentile

-7.1%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-15%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Down

$48,511,483

Down $3,713,488 (-7.1%) from 2017

Net Assets

Down

$18,237,030

Down $2,536,599 (-12%) from 2017

Liabilities

Down

$30,274,453

Down $1,176,889 (-3.7%) from 2017

Revenue

Down

$2,546,046

Down $449,721 (-15%) from 2017

Expenses

Up

$1,780,372

Up $441,782 (+33%) from 2017

Net Income

Down

$765,674

Down $891,503 (-54%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$48,511,483
Liabilities$30,274,453
Net Assets$18,237,030

Operations Trend

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

2018

Revenue$2,546,046
Expenses$1,780,372
Net Income$765,674
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 12, 2019
Return Version
2018v3.1
Gross Receipts
$2,546,046
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$46,940,163$44,365,408▼ $2,574,755
Other Notes and Loans Receivable, Net$3,971,720$2,950,017▼ $1,021,703
Savings and Temporary Cash Investments$1,088,113$984,414▼ $103,699
Land, Buildings, and Equipment, Net$26,719$21,714▼ $5,005
Accounts Receivable$11,773$8,365▼ $3,408
Total Assets$52,224,971$48,511,483▼ $3,713,488
Other Assets Total$186,483$181,565▼ $4,918
Liabilities
Other Liabilities$25,662,500$24,526,231▼ $1,136,269
Mortgage Notes Payable Secured by Investment Property$5,755,741$5,714,678▼ $41,063
Accounts Payable and Accrued Expenses$33,101$33,544▲ $443
Total Liabilities$31,451,342$30,274,453▼ $1,176,889
Net Assets / Fund Balance
Permanently Rstr Net Assets$12,131,357$15,633,317▲ $3,501,960
Temporarily Rstr Net Assets$5,830,192$0▼ $5,830,192
Unrestricted Net Assets$2,812,080$2,603,713▼ $208,367
Total Net Assets Fund Balance$20,773,629$18,237,030▼ $2,536,599
Total Liabilities and Net Assets / Fund Balance$52,224,971$48,511,483▼ $3,713,488

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,714$24,398$46,112

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$18,516,670$203,888▼ $831,441-$16,045,094
2017$16,566,650$418,184▲ $3,203,960-$18,516,670
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee SankeyStewardship DirectorFT$68,616$4,803$73,419
Gloria MarkusTreasurer & CFOFT$53,992$10,184$64,176
Dustin PetzCurrent PresidentFT$50,025$11,369$61,394
Alan D HerndonPrior PresidentFT$38,474$13,565$52,039
Garth StrandInterm PresidentFT$21,000-$21,000

Board Members and Trustees

NameTitle
Bruce SchwyhartChairperson
Richard MartinVice-chairperson
Bishop Ruben Saenz JrEx Officio Trustee
Bill RileyTrustee
Bob TimmonsTrustee
Dan DeenerTrustee
Dan EilertTrustee
Jerry BanakaTrustee
Keith GeistTrustee
Mark QueenTrustee
Rev Bethann BlackTrustee
Rev Gary BeachTrustee
Sandra HoltTrustee
Shawn WyattTrustee
Rev Lenard MaxwellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$765,502
Program Service Revenue
$242,459
Investment Income
$1,532,259
Other Revenue
$5,826
All Other Contributions
$765,502
Change in Net Assets
$765,674

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 Traded10$464,417Equity Exchange
Total Noncash Contributions10$464,417-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,426,997
Revenue Not Reported on Financial Statements
$119,049
Revenue Not Reported on Form 990
$-2,591,115
Other Revenue Adjustments
$119,049
Total Revenue per Audited Statements
$-164,118
Total Revenue per Form 990
$2,546,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$852,415
Other Expenses$595,949
Salaries, Compensation, and Employee Benefits$332,008
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$852,415--$852,415
Current Officers, Directors, Trustees, and Key Employees$130,793$101,314-$232,107
Interest$84,229--$84,229
Other Employee Benefits$41,592$30,751-$72,343
Office Expenses$12,020$48,226-$60,246
All Other Expenses$36,057$6,630-$42,687
Other Salaries and Wages$15,529$12,029-$27,558
Fees for Services Accounting-$17,920-$17,920
Other Expenses$13,570$4,122-$17,692
Depreciation Depletion$2,308$3,462-$5,770
Insurance-$5,589-$5,589
Fees for Services Other$175--$175
Total Functional Expenses$1,519,838$260,534$0$1,780,372

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,780,372
Expenses per Audited Statements$1,661,323
Total Expenses per Audited Statements$1,661,323
Expenses Not Reported on Financial Statements$119,049
Other Expense Adjustments$119,049
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University United Methodist ChurchWichita, KS501(c)3Fellowship Center Project$285,864
Wichita First United Methodist ChurchWichita, KS501(c)3General Support$90,161
The Nature ConservancyArlington, VA501(c)3Environmental Protection$63,315
Mcgregor Smith Foundation IncCutler Bay, FL501(c)3General Support$49,812
Narrow Ridge Earth Literacy CenterWashburn, TN501(c)3General Support$49,812
Church World ServiceElkhart, IN501(c)3Agricultural Programs$31,657
EmberhopeWichita, KS501(c)3Residential Treatment$23,750
Sublette United Methodist ChurchSublette, KS501(c)3Educational Scholarships$19,336
Prairie Village Asbury United Methodist ChurchPrairie Village, KS501(c)3General Support$18,661
Wichita Habitat for HumanityWichita, KS501(c)3Housing Development$15,000
Big Brothers and Big SistersWichita, KS501(c)3General Support$10,000
Huntingron UniversityHuntington, IN501(c)3Scholarships$10,000
Trees for LifeWichita, KS501(c)3General Support$10,000
Wesley Towers IncHutchinson, KS501(c)3Senior Care$9,788
Mccurdy SchoolEspanola, NM501(c)3General Support$7,160
United Methodist Open DoorWichita, KS501(c)3General Support$6,877
Forest Park Conference & Retreat CenterTopeka, KS501(c)3General Support$6,465
Gridley United Methodist ChurchGridley, KS501(c)3General Support$6,439
Newton Salem United Methodist ChurchNewton, KS501(c)3General Support$6,429
Southwestern CollegeWinfield, KS501(c)3General Support$6,350
Asbury Park IncNewton, KS501(c)3Residential Care$6,318
General Board of Global MinistriesNew York, NY501(c)3Methodist Church in Cuba$5,612
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$19,507,694
Split Interest Trust Funds$4,294,159
Split Interest Agreement Obligations$724,378
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 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
Rev Dr Dustin Petz
Title
President & CEO
Phone
6206649623
Signed
2019-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Dr Dustin Petz
Formed
1964
Legal Domicile
Ks
Voting Board Members
14
Independent Board Members
14
Employees
6
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 100,812. Fund reclassifications -811,970.

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

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Investment expenses netted with investment income

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment expenses netted with investment income

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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/PersonNm18DUSTIN PETZ
IRS990/Form990PartVIISectionAGrp/PersonNm19GARTH STRAND
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/ReportableCompFromOrgAmt1538474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1668616
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1753992
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1850025
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1921000
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/TitleTxt14EX OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRIOR PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16STEWARDSHIP DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18CURRENT PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19INTERM PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0874492
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0852415
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0852415
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0852415
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0874492
IRS990/GrossReceiptsAmt02546046
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05589
IRS990/InsuranceGrp/TotalAmt05589
IRS990/InterestGrp/ProgramServicesAmt084229
IRS990/InterestGrp/TotalAmt084229
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0657767
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0657767
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046940163
IRS990/InvestmentsPubTradedSecGrp/EOYAmt044365408
IRS990/IRPDocumentCnt0119
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024398
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026719
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021714
IRS990/LandBldgEquipCostOrOtherBssAmt046112
IRS990/LegalDomicileStateCd0KS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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/BOYAmt05755741
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05714678
IRS990/NetAssetsOrFundBalancesBOYAmt020773629
IRS990/NetAssetsOrFundBalancesEOYAmt018237030
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0874492
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0874492
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2591115
IRS990/NoncashContributionsAmt0464417
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt048226
IRS990/OfficeExpensesGrp/ProgramServicesAmt012020
IRS990/OfficeExpensesGrp/TotalAmt060246
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0186483
IRS990/OtherAssetsTotalGrp/EOYAmt0181565
IRS990/OtherChangesInNetAssetsAmt0-711158
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030751
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt041592
IRS990/OtherEmployeeBenefitsGrp/TotalAmt072343
IRS990/OtherExpensesGrp/Desc0TRUST ACCOUNT DISTRIBUT
IRS990/OtherExpensesGrp/Desc1INVESTMENT EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3STAFF RESOURCES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030491
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14122
IRS990/OtherExpensesGrp/ProgramServicesAmt0212101
IRS990/OtherExpensesGrp/ProgramServicesAmt1119049
IRS990/OtherExpensesGrp/ProgramServicesAmt213570
IRS990/OtherExpensesGrp/TotalAmt0212101
IRS990/OtherExpensesGrp/TotalAmt1119049
IRS990/OtherExpensesGrp/TotalAmt230491
IRS990/OtherExpensesGrp/TotalAmt317692
IRS990/OtherLiabilitiesGrp/BOYAmt025662500
IRS990/OtherLiabilitiesGrp/EOYAmt024526231
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012029
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt015529
IRS990/OtherSalariesAndWagesGrp/TotalAmt027558
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03971720
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02950017
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt012131357
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt015633317
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0REV DR DUSTIN PETZ
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/Desc2CAPITAL CAMPAIGN
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0146036
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt176668
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34555
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0146036
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt176668
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34555
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0584653
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0513254
IRS990/PYInvestmentIncomeAmt02138863
IRS990/PYOtherExpensesAmt0511817
IRS990/PYOtherRevenueAmt05743
IRS990/PYProgramServiceRevenueAmt0266508
IRS990/PYRevenuesLessExpensesAmt01657177
IRS990/PYSalariesCompEmpBnftPaidAmt0313519
IRS990/PYTotalExpensesAmt01338590
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02995767
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0765674
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01780544
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt05826
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt05826
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01088113
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0984414
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
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NUMEROUS GRANTS ARE PROVIDED TO OTHER ORGANIZATIONS IN ACCORDANCE WITH THE FOUNDATION'S MISSION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 6:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0463536484
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04122
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GREAT PLAINS UNITED METHODIST CONFERENCE

Document Assets

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Filings

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