- Revenue 2024
- $3,744,288
- Expenses 2024
- $2,861,543
Program services were 70.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- B820
- Classification
- 1270
- Street
- 60 MUSIC SQ E STE 350
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
THE ORGANIZATION WAS ESTABLISHED TO DEVELOP AND MANAGE FUNDS FOR SCHOLARSHIPS FOR UNITED METHODIST STUDENTS ATTENDING UNITED METHODIST RELATED SCHOOLS.
Activities or mission (Part I)
UMHEF PROVIDES ON AVERAGE IN EXCESS OF 2 MILLION IN SCHOLARSHIP FUNDING THROUGH ITS COLLABORATIVE PROGRAMS. IN PURSUIT OF THAT GOAL, THE FOUNDATION HOSTS ENDOWMENT FUNDRAISING EVENTS AND PROGRAMS TO RAISE SCHOLARSHIP DOLLARS.
-
UNITED METHODIST DOLLARS FOR SCHOLARS PROVIDES MATCHING SCHOLARSHIPS FOR STUDENTS ATTENDING UNITED METHODIST-RELATED INSTITUTIONS. LOCAL UNITED METHODIST CHURCHES PROVIDE 1,000 TO A MEMBER STUDENT (TOTALING 419,000 IN 2024), THE UNITED METHODIST HIGHER EDUCATION FOUNDATION MATCHES EACH STUDENT'S 1,000, AND IN MOST INSTANCES THE UNITED METHODIST-RELATED EDUCATIONAL INSTITUTION MATCHES 1,000, BRINGING THE TOTAL AWARD TO 3,000 PER STUDENT. FURTHER, WITH A SELECT NUMBER OF UNITED METHODIST CONFERENCE FOUNDATIONS, THE AWARD IS MATCHED WITH AN ADDITIONAL 1,000 (TOTALING 276,328 IN 2024), BRINGING THE TOTAL AWARD TO 4,000 PER STUDENT. TOTAL SCHOLARSHIPS AWARDED BY UNITED METHODIST HIGHER EDUCATION FOUNDATION THROUGH THIS PROGRAM IN 2024 WERE 1,114,328.
Expenses $2,020,217 · Grants $1,218,867
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Robert F FletcherROBERT F FLETCHER
PRIOR PRESID
- Total calculated
- $177,750
- From this org
- $133,847
- From related orgs
- $0
- Other
- $43,903
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,847
- Bonus
- not reported
- Other
- not reported
- Deferred
- $43,903
- Nontaxable benefits
- not reported
- Filer's total
- $177,750
-
Philip D JamiesonPHILIP D JAMIESON
PRESIDENT/CE
- Total calculated
- $62,786
- From this org
- $49,792
- From related orgs
- $0
- Other
- $12,994
- Hours/week
- 40
-
Jesse AryJESSE ARY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Abby AumanABBY AUMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dr Irma ClarkDR IRMA CLARK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cara Stultz CostelloCARA STULTZ COSTELLO
INTERIM PRES
- Total calculated
- $0
- Hours/week
- 1
-
Herman FeltonHERMAN FELTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Roland FernandesROLAND FERNANDES
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Timothy GriffyTIMOTHY GRIFFY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Molly GabelMOLLY GABEL
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Dr Joseph HarrisDR JOSEPH HARRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lori HardenLORI HARDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tari HughesTARI HUGHES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Willie JohnsonWILLIE JOHNSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
William N JohnstonWILLIAM N JOHNSTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey KuanJEFFREY KUAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kathi Austin MahleKATHI AUSTIN MAHLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Wayne MoyWAYNE MOY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bruce OughBRUCE OUGH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sherron ShuffieldSHERRON SHUFFIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Irish SpencerIRISH SPENCER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Charles ThoeleCHARLES THOELE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Javier VieraJAVIER VIERA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bill VogelBILL VOGEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lorene WilburLORENE WILBUR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $3,744,288
- Expenses
- $2,861,543
- Contributions
- $562,697
- Grants paid
- $1,218,867
-
2023
- Revenue
- $2,391,247
- Expenses
- $2,736,377
- Contributions
- $374,121
- Grants paid
- $1,269,949
-
2022
- Revenue
- $2,034,614
- Expenses
- $2,391,061
- Contributions
- $272,504
- Grants paid
- $1,175,195
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $1,398,493
- Expenses
- $2,427,930
- Assets (EOY)
- $70,761,968
-
2020 · 990
- Revenue
- $1,756,958
- Expenses
- $2,415,236
- Assets (EOY)
- $67,178,312
-
2019 · 990
- Revenue
- $6,709,879
- Expenses
- $2,407,077
- Assets (EOY)
- $58,333,116
-
2018 · 990
- Revenue
- $1,714,333
- Expenses
- $2,456,481
- Assets (EOY)
- $49,721,054
-
2017 · 990
- Revenue
- $1,354,869
- Expenses
- $2,367,741
- Assets (EOY)
- $55,055,161
-
2016 · 990
- Revenue
- $2,936,032
- Expenses
- $2,630,436
- Assets (EOY)
- $49,210,435
-
2015 · 990
- Revenue
- $3,970,643
- Expenses
- $2,667,880
- Assets (EOY)
- $48,743,807
-
2014 · 990
- Revenue
- $5,267,916
- Expenses
- $2,655,630
- Assets (EOY)
- $51,873,825
-
2013 · 990
- Revenue
- $5,748,248
- Expenses
- $2,543,059
- Assets (EOY)
- $54,012,232
-
2012 · 990
- Revenue
- not reported
- Expenses
- $2,474,834
- Assets (EOY)
- $47,947,574
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
2023 Religious
-
$17,000
2023 UNDERGRADUATE SCHOLARSHIPS DOLLARS FOR SCHOLARS
-
$15,500
2024 UNDERGRADUATE SCHOLARSHIPS DOLLARS FOR SCHOLARS
-
2024 UNDERGRAD SEMINARY SCHOLARSHIPS
-
2024 For grant recipient's exempt purposes
-
2023 GENERAL DONATION
-
2022 Religion
-
$7,500
2023 DONOR ADVISED FUND
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.