Civic Intelligence

Alabama-West Florida United Methodist Development Fund Inc

EIN 63-0951654 • 501(c)3 • Dothan, AL

Profile

Provide loans and cd accounts for united methodist churches in service area.

PO Box 8066Dothan, AL 36304

www.alwfumf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.74x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

19.60x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$132,110

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 34.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

13th percentile

-8.4%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

19%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$10,267,507

Down $943,514 (-8.4%) from 2023

Liabilities

Down

$7,593,577

Down $1,151,961 (-13%) from 2023

Net Assets

Up

$2,673,930

Up $208,447 (+8.5%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin81st percentile

Revenue

Up

$387,363

Up $61,958 (+19%) from 2023

Expenses

Up

$271,319

Up $32,160 (+13%) from 2023

Net Income

Up

$116,044

Up $29,798 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $10,758,199Liabilities 2011: $9,098,134Net Assets 2011: $1,660,0652011Assets 2012: $11,329,091Liabilities 2012: $9,491,138Net Assets 2012: $1,837,9532012Assets 2013: $10,465,269Liabilities 2013: $8,513,258Net Assets 2013: $1,952,0112013Assets 2014: $10,427,353Liabilities 2014: $8,386,651Net Assets 2014: $2,040,7022014Assets 2015: $11,749,920Liabilities 2015: $9,732,140Net Assets 2015: $2,017,7802015Assets 2016: $11,442,099Liabilities 2016: $9,371,703Net Assets 2016: $2,070,3962016Assets 2017: $10,770,358Liabilities 2017: $8,604,567Net Assets 2017: $2,165,7912017Assets 2018: $10,355,236Liabilities 2018: $8,221,791Net Assets 2018: $2,133,4452018Assets 2019: $12,244,935Liabilities 2019: $9,982,990Net Assets 2019: $2,261,9452019Assets 2020: $11,925,834Liabilities 2020: $9,545,992Net Assets 2020: $2,379,8422020Assets 2021: $13,039,476Liabilities 2021: $10,572,817Net Assets 2021: $2,466,6592021Assets 2022: $13,311,871Liabilities 2022: $11,134,621Net Assets 2022: $2,177,2502022Assets 2023: $11,211,021Liabilities 2023: $8,745,538Net Assets 2023: $2,465,4832023Assets 2024: $10,267,507Liabilities 2024: $7,593,577Net Assets 2024: $2,673,9302024

Highlighted filing

2024

Assets$10,267,507
Liabilities$7,593,577
Net Assets$2,673,930
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $249,388Expenses 2011: $183,163Net Income 2011: $66,2252011Revenue 2012: $314,230Expenses 2012: $182,220Net Income 2012: $132,0102012Revenue 2013: $301,617Expenses 2013: $156,418Net Income 2013: $145,1992013Revenue 2014: $273,267Expenses 2014: $184,576Net Income 2014: $88,6912014Revenue 2015: $204,866Expenses 2015: $227,788Net Income 2015: -$22,9222015Revenue 2016: $286,241Expenses 2016: $233,625Net Income 2016: $52,6162016Revenue 2017: $319,414Expenses 2017: $224,016Net Income 2017: $95,3982017Revenue 2018: $203,475Expenses 2018: $235,820Net Income 2018: -$32,3452018Revenue 2019: $445,578Expenses 2019: $314,211Net Income 2019: $131,3672019Revenue 2020: $359,581Expenses 2020: $241,684Net Income 2020: $117,8972020Revenue 2021: $274,637Expenses 2021: $187,820Net Income 2021: $86,8172021Revenue 2022: $272,768Expenses 2022: $188,655Net Income 2022: $84,1132022Revenue 2023: $325,405Expenses 2023: $239,159Net Income 2023: $86,2462023Revenue 2024: $387,363Expenses 2024: $271,319Net Income 2024: $116,0442024

Highlighted filing

2024

Revenue$387,363
Expenses$271,319
Net Income$116,044
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,267,507
Liabilities
$7,593,577
Net assets
$2,673,930
Revenue
$387,363
Expenses
$271,319
Net income
$116,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$7.59$2.67$0.39$0.27$0.12
2023Summary only. Only limited summary data is available for this year.$11.2$8.75$2.47$0.33$0.24$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$11.1$2.18$0.27$0.19$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$10.6$2.47$0.27$0.19$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$9.55$2.38$0.36$0.24$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$9.98$2.26$0.45$0.31$0.13
2018Summary only. Only limited summary data is available for this year.$10.4$8.22$2.13$0.20$0.24$0.03
2017Summary only. Only limited summary data is available for this year.$10.8$8.60$2.17$0.32$0.22$0.10
2016Summary only. Only limited summary data is available for this year.$11.4$9.37$2.07$0.29$0.23$0.05
2015Summary only. Only limited summary data is available for this year.$11.7$9.73$2.02$0.20$0.23$0.02
2014Summary only. Only limited summary data is available for this year.$10.4$8.39$2.04$0.27$0.18$0.09
2013Summary only. Only limited summary data is available for this year.$10.5$8.51$1.95$0.30$0.16$0.15
2012Summary only. Only limited summary data is available for this year.$11.3$9.49$1.84$0.31$0.18$0.13
2011Summary only. Only limited summary data is available for this year.$10.8$9.10$1.66$0.25$0.18$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$387,363
Mission and Program Overview

Mission

Provide loans and cd accounts for united methodist churches in service area.

To provide loans and cd accounts for united methodist churches in service area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$6,596,848$6,251,174▼ $345,674
Savings and Temporary Cash Investments$2,525,965$3,049,519▲ $523,554
Other Notes and Loans Receivable, Net$2,088,208$966,814▼ $1,121,394
Total Assets$11,211,021$10,267,507▼ $943,514
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,745,538$7,593,577▼ $1,151,961
Total Liabilities$8,745,538$7,593,577▼ $1,151,961
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,465,483$2,673,930▲ $208,447
Total Net Assets Fund Balance$2,465,483$2,673,930▲ $208,447
Total Liabilities and Net Assets / Fund Balance$11,211,021$10,267,507▼ $943,514

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$6,251,174--
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Terri TurnerExecutive DirectorPT$132,110$132,110

Board Members and Trustees

NameTitle
Jeff OutlawPresident of Awf Um Founda
Reverend David GravesConference Bishop
Jeff WilsonConference Cabinet Represe
Katy WronaConference Global/ Mission
Frank JenkinsConference Lay Leader
Angie LongConference Treasurer
Clay CarnathanDistrict Representative
Howard AdamsDistrict Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$73,080
Investment Income
$314,283
Other Revenue
$0
Change in Net Assets
$116,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$271,319
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$137,857--$137,857
Fees for Services Accounting-$10,822-$10,822
Other Expenses$157$122,483-$157
Total Functional Expenses$138,014$133,305$0$271,319
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 executive director reviews the return before it is filed.”

Form 990, Part VI, Section C, Line 19

“Organization makes it governing documents, financial statements, and other documents available to interested parties as requested.”

FORM 990, PART VII, SECTION A, LINE 1D:

“Terri turner is compensated $132,110 for her work with the alabama west florida united methodist foundation & the alabama west florida united methodist development fund through the foundation. Approximately 1/3 of her time is devoted to the development fund and 2/3 to the foundation.”

Filing and Contact Details

Filer

Filer Name
Alabama-west Florida United Methodist
EIN
63-0951654
Phone
3347936820
Address
PO BOX 8066, DOTHAN, AL 36304

Signing Officer

Name
Terri Turner
Title
Executive Director
Phone
3347936820
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terri Turner
Formed
1984
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Mcdaniel & Associates Pc
Address
PO BOX 6356, DOTHAN, AL 36302-6356
Preparer
Michael Farris CPA
Phone
3347922153
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior period adjustment 3,807.”

Financial Statement Notes

PART X, LINE 2:

“The development fund is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. As of december 31, 2023, the development fund has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The development fund is subject to u.s. Federal, state or local income tax examinations by tax authorities for the tax years of 2021, 2022, and 2023.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized gain on investments”

Raw XML Appendix320 raw XML fields

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

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TERRI TURNER EXECUTIVE DIRECTOR
IRS990/BooksInCareOfDetail/PhoneNum03347936820
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0170 BELMONT DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DOTHAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036305
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ConflictOfInterestPolicyInd00
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IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0TERRI TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm1REVEREND DAVID GRAVES
IRS990/Form990PartVIISectionAGrp/PersonNm2ANGIE LONG
IRS990/Form990PartVIISectionAGrp/PersonNm3FRANK JENKINS
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IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF OUTLAW
IRS990/Form990PartVIISectionAGrp/PersonNm6CLAY CARNATHAN
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFF WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm8HOWARD ADAMS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CONFERENCE BISHOP
IRS990/Form990PartVIISectionAGrp/TitleTxt2CONFERENCE TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CONFERENCE LAY LEADER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CONFERENCE GLOBAL/ MISSION
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT OF AWF UM FOUNDA
IRS990/Form990PartVIISectionAGrp/TitleTxt6DISTRICT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CONFERENCE CABINET REPRESE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DISTRICT REPRESENTATIVE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE DEVELOPMENT FUND IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS OF DECEMBER 31, 2023, THE DEVELOPMENT FUND HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE DEVELOPMENT FUND IS SUBJECT TO U.S. FEDERAL, STATE OR LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE TAX YEARS OF 2021, 2022, AND 2023.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt06251174
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION MAKES IT GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND OTHER DOCUMENTS AVAILABLE TO INTERESTED PARTIES AS REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TERRI TURNER IS COMPENSATED $132,110 FOR HER WORK WITH THE ALABAMA WEST FLORIDA UNITED METHODIST FOUNDATION & THE ALABAMA WEST FLORIDA UNITED METHODIST DEVELOPMENT FUND THROUGH THE FOUNDATION. APPROXIMATELY 1/3 OF HER TIME IS DEVOTED TO THE DEVELOPMENT FUND AND 2/3 TO THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENT 3,807.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII, SECTION A, LINE 1D:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011211021
IRS990/TotalAssetsEOYAmt010267507
IRS990/TotalAssetsGrp/BOYAmt011211021
IRS990/TotalAssetsGrp/EOYAmt010267507
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0133305
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0138014
IRS990/TotalFunctionalExpensesGrp/TotalAmt0271319
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08745538
IRS990/TotalLiabilitiesEOYAmt07593577
IRS990/TotalLiabilitiesGrp/BOYAmt08745538
IRS990/TotalLiabilitiesGrp/EOYAmt07593577
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02465483
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02673930
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0138014
IRS990/TotalProgramServiceRevenueAmt073080
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0387363
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0387363
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011211021
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010267507
IRS990/TotReportableCompRltdOrgAmt0132110
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 8066
IRS990/USAddress/CityNm0DOTHAN
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036304
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.ALWFUMF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI TURNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03347936820
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALABAMA-WEST FLORIDA UNITED METHODIST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVELOPMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ALAB
ReturnHeader/Filer/EIN0630951654
ReturnHeader/Filer/PhoneNum03347936820
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8066
ReturnHeader/Filer/USAddress/CityNm0DOTHAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036304
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630921974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDANIEL & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6356
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DOTHAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0363026356
ReturnHeader/PreparerPersonGrp/PhoneNum03347922153
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL FARRIS CPA
ReturnHeader/ReturnTs02025-11-17T17:00:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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