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← MISSOURI UNITED METHODIST

Form 990 for tax year 2024

Filed by MISSOURI UNITED METHODIST.

Totals

Total revenue
$6,966,140
Total expenses
$2,894,945
Contributions and grants received
$2,994,169
Grants paid
$1,671,216
Program service revenue
$526,666
Investment income
$3,445,305
Other revenue
$0
Total assets, end of year
$123,733,686
Total liabilities, end of year
$79,336,354
Net assets or fund balances, end of year
$44,397,332
Program services expenses (Part IX)
$2,271,142
Management and general expenses
$477,157
Fundraising expenses
$146,646
Program service expenses (Part III)
$2,271,142

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,994,169

  • 2a · Program service revenue: ADMINISTRATIVE MANAGEMENT FEES

    total $526,666 · related or exempt $526,666

  • 3 · Investment income

    total $1,276,524 · excluded $1,276,524

  • 7a · Gross sales of assets other than inventory

    securities $34,044,973

  • 7b · Less cost or other basis and sales expenses

    securities $31,876,192

  • 7c · Gain or loss

    securities $2,168,781

  • 7d · Net gain or loss

    total $2,168,781 · excluded $2,168,781

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,280,902 · program services $1,280,902

  • 2 · Grants to domestic individuals

    total $390,314 · program services $390,314

  • 5 · Compensation of officers, directors and key employees

    total $388,450 · program services $181,963 · management and general $155,081 · fundraising $51,406

  • 7 · Other salaries and wages

    total $362,441 · program services $233,282 · management and general $85,583 · fundraising $43,576

  • 9 · Other employee benefits

    total $97,262 · program services $54,755 · management and general $30,420 · fundraising $12,087

  • 11b · Fees: legal

    total $394 · management and general $394

  • 11c · Fees: accounting

    total $39,950 · management and general $39,950

  • 11f · Fees: investment management

    total $42,424 · program services $42,424

  • 11g · Fees: other

    total $10,047 · program services $5,656 · management and general $3,142 · fundraising $1,249

  • 13 · Office expenses

    total $90,980 · management and general $90,980

  • 16 · Occupancy

    total $58,795 · program services $33,099 · management and general $18,389 · fundraising $7,307

  • 22 · Depreciation, depletion and amortization

    total $20,770 · management and general $20,770

  • 23 · Insurance

    total $23,583 · management and general $23,583

  • 24a · Other expenses: OTHER DEVELOPMENT AND P

    total $88,633 · program services $48,747 · management and general $8,865 · fundraising $31,021

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200,021 · end of year $177,726

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,246 · end of year $29,730

  • 10a · Land, buildings and equipment: cost or other basis

    $201,491

  • 10b · Land, buildings and equipment: accumulated depreciation

    $160,981

  • 10c · Land, buildings and equipment, net

    beginning of year $59,552 · end of year $40,510

  • 11 · Investments: publicly traded securities

    beginning of year $116,788,285 · end of year $123,262,054

  • 15 · Other assets

    beginning of year $265,496 · end of year $223,666

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,976 · end of year $11,327

  • 18 · Grants payable

    beginning of year $75,450 · end of year $49,850

  • 25 · Other liabilities

    beginning of year $77,551,184 · end of year $79,275,177

  • 27 · Net assets without donor restrictions

    beginning of year $14,867,159 · end of year $15,462,296

  • 28 · Net assets with donor restrictions

    beginning of year $24,828,831 · end of year $28,935,036

Mission and programs · 2024

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $1,997,456 · Grants $1,397,530 · Revenue $526,666

  • 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.

    Expenses $98,686 · Grants $98,686

  • PROVIDED FUNDS TO 18 SCHOLARSHIP RECIPIENTS ATTENDING THEOLOGICAL SEMINARIES DURING 2024. 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 4 MOAC FELLOWSHIP GRANTS TO SUPPORT NEW AND INNOVATIVE MINISTRY IDEAS.

    Expenses $175,000 · Grants $175,000

As filed on the 2024 return.

Listed in Part VII

  • Sam Adams

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Martha Blue

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Bob Brown

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Robyn Criswell-Bloom

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Charles Foudree

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • David Gnaegy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • David Guess

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Harbison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Marsha Limbaugh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Jim Marchbank

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Susan McCollegan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Trista Soendker Nicholson

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Jorje Quinn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • John Rice

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Julie Salmon

    INTERIM CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Steve Shirar

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Jeff Stuerman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Jon Gray

    PRIOR CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Powell

    PRIOR TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • David Atkins

    PRESIDENT/CEO

    Total calculated
    $229,075
    From this org
    $176,875
    From related orgs
    $0
    Other
    $52,200
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $171,375
    Bonus
    $5,500
    Other
    $0
    Deferred
    $10,283
    Nontaxable benefits
    $41,917
    Filer's total
    $229,075

  • Monett Lite

    DIRECTOR OF OPERATIONS/CFO

    Total calculated
    $136,991
    From this org
    $114,369
    From related orgs
    $0
    Other
    $22,622
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • FIRST UNITED METHODIST CHURCH OF HANNIBAL

    $108,567

    USED FOR FOOD PANTRY AND GENERAL RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSES FOR THE BENEFIT OF THE FIRST UNITED METHODIST CHURCH OF HANNIBAL

  • MO CONFERENCE

    $90,841

    FUNDS USED 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, MOZAMBIQUE INITIATIVE.

  • BROADWAYKEYSTONE UNITED METHODIST CHURCH

    $80,000

    USED FOR GENERAL RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSES FOR THE BENEFIT OF THE BROADWAY UNITED METHODIST CHURCH

  • CASSIDY UNITED METHODIST CHURCH

    $66,742

    USED FOR GENERAL RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSES FOR THE BENEFIT OF THE CASSIDY UNITED METHODIST CHURCH

  • GALLATIN UNITED METHODIST CHURCH

    $56,340

    USED FOR GENERAL RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSES FOR THE BENEFIT OF THE GALLATIN UNITED METHODIST CHURCH

  • LIFEWISE STL

    $33,199

    TO HELP FUND MORE ACCESSIBLE PARKING AND A MORE INVITING CHURCH FRONT.

  • ASHLAND UNITED METHODIST CHURCH

    $30,000

    USED FOR GENERAL RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSES FOR THE BENEFIT OF THE ASHLAND UNITED METHODIST CHURCH.

  • WESLEY MEMORIAL UNITED METHODIST CHURCH

    $29,214

    USED FOR GENERAL RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSES FOR THE BENEFIT OF THE WESLEY MEMORIAL UNITED METHODIST CHURCH

  • FIRST UNITED METHODIST CHURCH OF SEDALIA

    $27,455

    USED FOR GENERAL RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSES FOR THE BENEFIT OF THE FIRST UNITED METHODIST CHURCH OF SEDALIA

  • SAINT PAUL SCHOOL OF THEOLOGY

    $24,000

    SEMINARY SCHOLARSHIPS

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • THE MISSOURI ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH

    501(C)(3) · RELIGIOUS MINISTRY · MO

  • ALL UNITED METHODIST CHURCHES AND UM-RELATED ENTITIES IN MO

    501(C)(3) · RELIGIOUS, EDUCATIONAL · MO

Provenance

Return type
form_990
Tax year
2024
Filed
10 October 2025
IRS schema version
2024v5.2
Source object
202542869349300729

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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