MISSOURI UNITED METHODIST FOUNDATION INC

EIN: 430899770 501(c)(3)

COLUMBIA, MO

Total Revenue
$3,558,640
Total Expenses
$2,939,586
Total Assets
$117,330,600
Net Assets
$39,695,990
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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
MO
Principal Officer
DAVID P ATKINS
Phone
5738754168
Tax Period
2023-01-01 to 2023-12-31

MISSOURI UNITED METHODIST FOUNDATION INC, founded in 1967, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $619K, a strong 17% operating margin.

Mission

THE MISSION OF THE MISSOURI UNITED METHODIST FOUNDATION IS TO ESTABLISH, GROW AND ADMINISTER FUNDS, TOOLS AND EDUCATION FOR PLANNED GIVING TO STRENGTHEN AND ENABLE UNITED METHODIST MINISTRY IN MISSOURI.

Program Service Accomplishments

Program 1
Expenses: $2,195,556 Revenue: $481,829

THE FOUNDATION ADMINISTERS A MINISTRY GRANT PROGRAM AND UNDERGRADUATE SCHOLARSHIP PROGRAMS. THE FOUNDATION ALSO PROVIDES EDUCATIONAL WORKSHOPS, STEWARDSHIP COUNSEL FOR LOCAL CHURCH LEADERS, AND...

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THE FOUNDATION ADMINISTERS A MINISTRY GRANT PROGRAM AND UNDERGRADUATE SCHOLARSHIP PROGRAMS. THE FOUNDATION ALSO PROVIDES EDUCATIONAL WORKSHOPS, STEWARDSHIP COUNSEL FOR LOCAL CHURCH LEADERS, AND PRINTED MATERIALS IN BULK QUANTITIES FOR LOCAL CHURCHES FREE OF CHARGE. THE FOUNDATION ASSISTS INDIVIDUAL DONORS IN MAKING GIFTS OF STOCK AND CREATING GIFT ANNUITIES AND OTHER PLANNED GIFTS. THE FOUNDATION SERVES AS AN AGENCY INVESTOR FOR LOCAL CHURCHES AND OTHER UM-RELATED CHARITABLE ENTITIES. THE FOUNDATION ADMINISTERS THE CLERGY AND CHURCH FINANCIAL MINISTRY (C2FM) WHICH PROVIDES EDUCATION, COACHING, AND DIRECT FINANCIAL AID TO PASTORS.

Program 2
Expenses: $97,157

IN RESPONSE TO THE IDENTIFIED PRIORITIES OF THE MISSOURI ANNUAL CONFERENCE, THE FOUNDATION AUTHORIZES FUNDING TO THE CONFERENCE FOR EVANGELISM, CHURCH DEVELOPMENT, NEEDS OF RETIRED CLERGY, UM YOUTH...

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IN RESPONSE TO THE IDENTIFIED PRIORITIES OF THE MISSOURI ANNUAL CONFERENCE, THE FOUNDATION AUTHORIZES FUNDING TO THE CONFERENCE FOR EVANGELISM, CHURCH DEVELOPMENT, NEEDS OF RETIRED CLERGY, UM YOUTH CAMP SCHOLARSHIPS, CONGREGATIONAL DEVELOPMENT, AND TO IDENTIFY AND ENCOURAGE PERSONS TO BECOME ORDAINED UMC CLERGY AND FUNDS ARE USED TO PROVIDE FOOD FOR ORPHAN CHILDREN LIVING AT THE CAROLYN BELSHE ORPHANAGE IN MOZAMBIQUE. THE FOUNDATION PROVIDES SIGNIFICANT FUNDING FOR THE MOAC FELLOWSHIPS, A PROGRAM PROVIDING COMPENSATION TO EARLY CAREER PASTORS SERVING A TWO-YEAR FELLOWSHIP ON STAFF AT SELECT MISSOURI UM CHURCHES.

Program 3
Expenses: $63,000

PROVIDED FUNDS TO 16 SCHOLARSHIP RECIPIENTS ATTENDING THEOLOGICAL SEMINARIES DURING 2023. ALL STUDENTS ARE CANDIDATES FOR ORDAINED PASTORAL MINISTRY IN THE MISSOURI ANNUAL CONFERENCE OF THE UNITED...

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PROVIDED FUNDS TO 16 SCHOLARSHIP RECIPIENTS ATTENDING THEOLOGICAL SEMINARIES DURING 2023. ALL STUDENTS ARE CANDIDATES FOR ORDAINED PASTORAL MINISTRY IN THE MISSOURI ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. ALL FUNDS WERE PAID TO THE RESPECTIVE SEMINARY FOR THE BENEFIT OF THE STUDENT. THERE WERE ALSO 3 MOAC FELLOWSHIP GRANTS TO SUPPORT NEW AND INNOVATIVE MINISTRY IDEAS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,417,490
Program Service Revenue $481,829
Investment Income $1,659,321
Other Revenue $0
TOTAL REVENUE $3,558,640

Expense Breakdown

Grants Paid $1,740,638
Salaries & Benefits $854,699
Fundraising Expenses $161,426
Program Expenses $2,355,713
Other Expenses $344,249
TOTAL EXPENSES $2,939,586

Year-over-Year Comparison

2023 2022 Change
Revenue $3,558,640 $3,234,925 +0.1%
Expenses $2,939,586 $3,793,591 -0.2%
Net Income $619,054 $-558,666 -2.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
17
Independent Members
17
Employees
9
Volunteers
20

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$357,715
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARTHA BLUE TRUSTEE 0.50
Director
$0 $0 $0
BOB BROWN TRUSTEE 0.50
Director
$0 $0 $0
ROBYN CRISWELL-BLOOM TRUSTEE 0.50
Director
$0 $0 $0
CHARLES FOUDREE TRUSTEE 0.50
Director
$0 $0 $0
DAVID GNAEGY TRUSTEE 0.50
Director
$0 $0 $0
JON GRAY CHAIR 0.50
Officer Director
$0 $0 $0
DAVID GUESS TRUSTEE 0.50
Director
$0 $0 $0
MARK HARBISON TRUSTEE 0.50
Director
$0 $0 $0
MARSHA LIMBAUGH TRUSTEE 0.50
Director
$0 $0 $0
SUSAN MCCOLLEGAN TRUSTEE 0.50
Director
$0 $0 $0
TRISTA SOENDKER NICHOLSON VICE CHAIR 0.50
Officer Director
$0 $0 $0
GARY POWELL TREASURER 0.50
Officer Director
$0 $0 $0
JORJE QUINN TRUSTEE 0.50
Director
$0 $0 $0
JOHN RICE TRUSTEE 0.50
Director
$0 $0 $0
JULIE SALMON SECRETARY 0.50
Officer Director
$0 $0 $0
STEVE SHIRAR TRUSTEE 0.50
Director
$0 $0 $0
JEFF STUERMAN TRUSTEE 0.50
Director
$0 $0 $0
LISA MCLAUGHLIN PRIOR TRUSTEE 0.50
Director
$0 $0 $0
MICHAEL MCMANIS PRIOR TRUSTEE 0.50
Director
$0 $0 $0
TOM TAYLOR PRIOR TRUSTEE 0.50
Director
$0 $0 $0
DAVID ATKINS PRESIDENT/CEO 50.00
Officer
$168,995 $50,221 $219,216
MONETT LITE DIRECTOR OF OPERATIONS/CFO 40.00
Officer
$110,640 $27,859 $138,499
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $3,558,640 $2,939,586 $117,330,600 $619,054
2022 $3,234,925 $3,793,591 $107,281,019 $-558,666
2021 $4,560,303 $2,260,589 $130,398,569 $2,299,714
2020 $2,589,018 $2,739,846 $115,020,667 $-150,828
2019 $4,134,350 $2,136,111 $106,258,449 $1,998,239
2018 $4,167,130 $2,119,537 $91,620,312 $2,047,593
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