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 Vulnerability Assessment (Tuckman-Chang)

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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 MISSOURI UNITED METHODIST FOUNDATION, INCORPORATED (THE FOUNDATION) IS A CHARITABLE ORGANIZATION PROVIDING FINANCIAL EDUCATION AND AID TO CLERGY, GRANTS AND SCHOLARSHIPS TO UNITED METHODIST CHURCHES AND STUDENTS, STEWARDSHIP AND PLANNED GIVING EDUCATION TO INDIVIDUALS AND CHURCHES. THE FOUNDATION SOLICITS AND RECEIVES GIFTS, MANAGES AND INVESTS CUSTODIAL FUNDS AND NET ASSET FUNDS, ADMINISTERS TRUSTS AND ANNUITIES, AND DISTRIBUTES FUNDS FOR CHARITABLE, RELIGIOUS, AND EDUCATIONAL PURPOSES AS THEY PERTAIN TO THE UNITED METHODIST CHURCH IN MISSOURI AND ELSEWHERE, AND INCLUDES ORGANIZATIONS THAT SHARE COMMON BONDS AND CONVICTIONS WITH THOSE OF THE UNITED METHODIST CHURCH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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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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Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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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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