Form 990 for tax year 2023
Filed by UNITED METHODIST ASSOCIATION OF HEALTH AND WELFARE MINISTRIES.
Totals
- Total revenue
- $832,788
- Total expenses
- $745,541
- Contributions and grants received
- $385,473
- Grants paid
- $0
- Program service revenue
- $434,295
- Investment income
- $13,020
- Other revenue
- $0
- Total assets, end of year
- $1,364,963
- Total liabilities, end of year
- $715,078
- Net assets or fund balances, end of year
- $649,885
- Program services expenses (Part IX)
- $546,851
- Management and general expenses
- $198,690
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $546,851
Program services were 73.3% 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.
-
1b · Membership dues
$369,023
-
1f · All other contributions, gifts and grants
$16,450
-
2a · Program service revenue: REGISTRATION FEES
total $267,426 · related or exempt $267,426
-
2b · Program service revenue: PROGRAM SPONSORSHIPS
total $131,500 · related or exempt $131,500
-
2c · Program service revenue: OTHER INCOME
total $35,369 · related or exempt $35,369
-
3 · Investment income
total $13,020 · related or exempt $13,020
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $408,973 · program services $306,730 · management and general $102,243
-
9 · Other employee benefits
total $25,311 · program services $18,983 · management and general $6,328
-
10 · Payroll taxes
total $31,573 · program services $23,680 · management and general $7,893
-
11g · Fees: other
total $65,134 · program services $17,115 · management and general $48,019
-
16 · Occupancy
total $13,092 · program services $9,819 · management and general $3,273
-
17 · Travel
total $54,674 · program services $49,207 · management and general $5,467
-
19 · Conferences, conventions and meetings
total $94,587 · program services $80,398 · management and general $14,189
-
24a · Other expenses: PRINTING AND PROMOTION
total $25,644 · program services $22,433 · management and general $3,211
-
24b · Other expenses: POSTAGE AND SUPPLIES
total $12,212 · program services $9,159 · management and general $3,053
-
24c · Other expenses: BANKING FEES
total $3,816 · program services $2,862 · management and general $954
-
24d · Other expenses: EVENT EXPENSE
total $2,830 · program services $2,830
-
24e · All other expenses
total $7,695 · program services $3,635 · management and general $4,060
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $669,921 · end of year $634,683
-
4 · Accounts receivable
beginning of year $311,153 · end of year $357,354
-
9 · Prepaid expenses and deferred charges
beginning of year $14,543 · end of year $12,465
-
10a · Land, buildings and equipment: cost or other basis
$12,041
-
10b · Land, buildings and equipment: accumulated depreciation
$6,866
-
10c · Land, buildings and equipment, net
beginning of year $5,910 · end of year $5,175
-
11 · Investments: publicly traded securities
beginning of year $233,906 · end of year $355,286
-
17 · Accounts payable and accrued expenses
beginning of year $24,014 · end of year $34,344
-
19 · Deferred revenue
beginning of year $656,212 · end of year $680,734
-
27 · Net assets without donor restrictions
beginning of year $555,207 · end of year $649,885
Mission and programs · 2023
Mission
TO PROMOTE, INSPIRE, RECOGNIZE AND EMPOWER EXCELLENCE IN HUMAN SERVICE MINISTRIES.
-
PROVIDE SUPPORT SERVICES TO MEMBER ORGANIZATIONS, AS WELL AS TO INDIVIDUAL MEMBERS, THROUGH CONFERENCES, WORKSHOPS, ON-LINE TRAINING COURSES, AND PEER NETWORKS TO FACILITATE OVERALL DELIVERY OF QUALITY FAITH-BASED HEALTH CARE AND SOCIAL SERVICES.
Expenses $546,851 · Revenue $434,295
As filed on the 2023 return.
Listed in Part VII
-
Mary K KemperMARY K KEMPER
PRESIDENT AN
- Total calculated
- $193,430
- From this org
- $193,430
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,430
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $193,430
-
Luke AllenLUKE ALLEN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Andrew ApplegateANDREW APPLEGATE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Allison AsheALLISON ASHE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alan BrownALAN BROWN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sheila BundySHEILA BUNDY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michelle DanielMICHELLE DANIEL
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Karen KilgoKAREN KILGO
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Doug LeidigDOUG LEIDIG
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bill LoweBILL LOWE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Colleen Ryan MallonCOLLEEN RYAN MALLON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Doug MarshallDOUG MARSHALL
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kitwana McTyerKITWANA MCTYER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jason MillerJASON MILLER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Trey OakleyTREY OAKLEY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian PicchiniBRIAN PICCHINI
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Adalay WilsonADALAY WILSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
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
None.
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202431319349301838
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