Civic Intelligence

United Methodist Foundation of Louisiana Inc

EIN 72-0779104 • Baton Rouge, LA

Pub. 78 EligibleNTEE T30

Profile

Support the ministries of the Methodist church through planned giving services - trusts and endowments

8337 Jefferson HwyBaton Rouge, LA 70809

umf.org

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.04x

Higher debt load relative to assets than 83% of similar nonprofits.

NTEE T • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

0.27x

Higher debt load relative to revenue than 85% of similar nonprofits.

NTEE T • $50M-$100M nonprofits • Source year 2025

Net Margin

59th percentile

43%

Higher net margin than 59% of similar nonprofits.

NTEE T • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

78th percentile

$222,040

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

NTEE T • $50M-$100M nonprofits • Source year 2025

Asset Growth

69th percentile

14%

Faster asset growth than 69% of similar nonprofits.

NTEE T • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

80%

Faster revenue growth than 65% of similar nonprofits.

NTEE T • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$59,958,603

Up $7,176,415 (+14%) from 2024

Liabilities

Up

$2,244,141

Up $100,897 (+4.7%) from 2024

Net Assets

Up

$57,714,462

Up $7,075,518 (+14%) from 2024

Operations
Liabilities / Revenue85th percentileNet Margin59th percentile

Revenue

Up

$8,232,248

Up $3,654,814 (+80%) from 2024

Expenses

Up

$4,684,979

Up $1,232,733 (+36%) from 2024

Net Income

Up

$3,547,269

Up $2,422,081 (+215%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$60M$40M$20M$0Assets 2022: $43,538,841Liabilities 2022: $3,098,115Net Assets 2022: $40,440,7262022Assets 2023: $48,536,375Liabilities 2023: $2,415,959Net Assets 2023: $46,120,4162023Assets 2024: $52,782,188Liabilities 2024: $2,143,244Net Assets 2024: $50,638,9442024Assets 2025: $59,958,603Liabilities 2025: $2,244,141Net Assets 2025: $57,714,4622025

Highlighted filing

2025

Assets$59,958,603
Liabilities$2,244,141
Net Assets$57,714,462
Open 2025 Filing

Operations Trend

Revenue Growth65th percentile

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

$10M$5.0M$0Revenue 2022: $6,112,777Expenses 2022: $5,312,568Net Income 2022: $800,2092022Revenue 2023: $5,805,133Expenses 2023: $4,542,171Net Income 2023: $1,262,9622023Revenue 2024: $4,577,434Expenses 2024: $3,452,246Net Income 2024: $1,125,1882024Revenue 2025: $8,232,248Expenses 2025: $4,684,979Net Income 2025: $3,547,2692025

Highlighted filing

2025

Revenue$8,232,248
Expenses$4,684,979
Net Income$3,547,269
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,958,603
Liabilities
$2,244,141
Net assets
$57,714,462
Revenue
$8,232,248
Expenses
$4,684,979
Net income
$3,547,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.0$2.24$57.7$8.23$4.68$3.55
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.8$2.14$50.6$4.58$3.45$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.5$2.42$46.1$5.81$4.54$1.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$3.10$40.4$6.11$5.31$0.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 26, 2026
Return Version
2025v4.0
Gross Receipts
$9,230,520
Mission and Program Overview

Mission

Support the ministries of the Methodist church through planned giving services - trusts and endowments

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$47,289,829$53,255,745▲ $5,965,916
Cash and Non-Interest-Bearing Accounts$1,995,693$4,098,273▲ $2,102,580
Other Notes and Loans Receivable, Net$2,974,459$2,083,142▼ $891,317
Land, Buildings, and Equipment, Net$24,725$14,835▼ $9,890
Total Assets$52,782,188$59,958,603▲ $7,176,415
Other Assets Total$497,482$506,608▲ $9,126
Liabilities
Other Liabilities$2,135,790$2,238,185▲ $102,395
Accounts Payable and Accrued Expenses$7,454$5,956▼ $1,498
Total Liabilities$2,143,244$2,244,141▲ $100,897
Net Assets / Fund Balance
Net Assets With Donor Restrictions$40,472,294$45,792,911▲ $5,320,617
Net Assets Without Donor Restrictions$10,166,650$11,921,551▲ $1,754,901
Total Net Assets Fund Balance$50,638,944$57,714,462▲ $7,075,518
Total Liabilities and Net Assets / Fund Balance$52,782,188$59,958,603▲ $7,176,415

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,835$34,613$49,448

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$40,472,294$3,434,252▲ $4,304,692$2,418,327$45,792,911
2024$37,226,381$681,470▲ $4,184,283$1,619,840$40,472,294
2023$34,024,850$1,791,739▲ $4,145,627$2,735,835$37,226,381
2022$40,754,062$1,309,254▼ $5,504,860$2,533,606$34,024,850
2021$36,585,420$1,037,556▲ $5,940,354$2,809,268$40,754,062
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Rev JoAnn CooperChair
MiMi McDowellGrants Chair
Christopher SpencerPresident
Rev Drew SuttonVice Chair
Abby CochranAt large
Brent GrahamAt large
Drew KennedyAt large
Joe CrouchAt large
Rev Clifton ConradAt large
Rev Katie BlackAt large
Richard LewisAt large
Troy SearlesAt large
Van StinsonAt large
Willie MountAt large
Tracie WhartonController
Eunice LavigneSecretary
Robert KimbroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,504,039
Program Service Revenue
$1,118,676
Investment Income
$2,609,533
Other Revenue
$0
All Other Contributions
$4,504,039
Change in Net Assets
$3,547,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,766,999
Grants and Similar Amounts Paid$1,011,892
Salaries, Compensation, and Employee Benefits$906,088
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$2,418,327--$2,418,327
Grants to Domestic Orgs$1,011,892--$1,011,892
Current Officers, Directors, Trustees, and Key Employees-$381,954-$381,954
Other Salaries and Wages-$364,514-$364,514
Office Expenses-$108,522-$108,522
Advertising$78,825--$78,825
Pension Plan Contributions-$66,382-$66,382
Payroll Taxes-$54,107-$54,107
Insurance-$43,497-$43,497
Other Employee Benefits-$39,131-$39,131
Travel$39,115--$39,115
Conferences and Meetings$24,668--$24,668
Fees for Services Legal-$23,973-$23,973
Fees for Services Accounting-$14,975-$14,975
Depreciation Depletion-$9,890-$9,890
Fees for Services Management-$3,118-$3,118
All Other Expenses-$2,089-$2,089
Total Functional Expenses$3,572,827$1,112,152$0$4,684,979
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Louisiana Conference UMCBaton Rouge, LA501c3Operations$390,153
Turning Point USAPhoenix, AZ501c3Operations$250,000
Hope MInistriesBaton Rouge, LA501c3Operations$60,000
Salvation ArmyLake Charles, LA501c3Operations$50,000
Tiger Athletic FoundationBaton Rouge, LA501c3Operations$50,000
Texas Hill Country Comm ChurchKerrville, TX501c3Operations$41,500
La Methodist Childrens HomeRuston, LA501c3Operations$36,600
First Methodist CoushattaCoushatta, LA501c3Operations$33,100
Trinity MethodistRuston, LA501c3Operations$27,200
Habitat For HumanityBaton Rouge, LA501c3Operations$10,000
Waldheim MethodistCovington, LA501c3Operations$9,200
Black Mountain HomeBlack Mountain, NC501c3Operations$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
Federal income taxes$2,238,185
PV of expected payout to trust beneficiaries-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VIII, Section 2, Line 2A

“We charge and admin fee to manage trusts and endowments. The fee ranges from .30 to .75 per annum”

Form 990, Part VI, Section C, Line 19

“We have a subscription with Guidestar to provide our 990 to the public. Our governing documents are recorded with the Louisiana Secretary of State”

Filing and Contact Details

Filer

Filer Name
United Methodist Foundation of Louisiana Inc
EIN
72-0779104
Phone
2259369210
Address
8337 Jefferson Hwy, Baton Rouge, LA 70809

Signing Officer

Name
Tracie H Wharton
Title
Controller
Phone
2259369210
Signed
2026-02-26
Discuss with paid preparer
No

Organization Details

Principal Officer
Tracie H Wharton
Formed
1975
Legal Domicile
La
Voting Board Members
18
Independent Board Members
17
Employees
7
Volunteers
17
Raw XML AppendixShowing 400 of 620 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.

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IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt02
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IRS990/InfoInScheduleOPartVIIIInd0X
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IRS990/InterestGrp/TotalAmt00
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IRS990/IRPDocumentCnt02
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt014835
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support the ministries of the Methodist church through planned giving services - trusts and endowments
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt066382
IRS990/PensionPlanContributionsGrp/TotalAmt066382
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Tracie H Wharton
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02925068
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt05234579
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013293644
IRS990ScheduleA/TotalSupportAmt024739339
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.13000
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05940354

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