MISSOURI UNITED METHODIST FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

MISSOURI UNITED METHODIST FOUNDATION INC

EIN 43-0899770 · Religion-Related (X)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

32.60%of revenue went to mission work78.5% of expenses · Program services

2.11%of revenue went to fundraising5.1% of expenses

$41.56spent for every $100 of revenueRevenue covered expenses this year.

6.85%of revenue went to management and office costs16.5% of expenses

$42.74in assets for every $1 spent this yearSome assets cannot be spent right away.

43.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $229,075 for DAVID ATKINS (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$6,966,140

Mission workProgram services$2,271,14232.60% of revenue78.5% of expenses

ManagementOffice and general costs$477,1576.85% of revenue16.5% of expenses

FundraisingAsking for donations$146,6462.11% of revenue5.1% of expenses

Revenue left after expensesReported annual surplus$4,071,19558.44% of revenueShown in gray on the chart

Total expenses$2,894,94541.56% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.5% mission · 16.5% management · 5.1% fundraisingTotal expenses: 41.56% of revenue

2023Expense mix: 80.1% mission · 14.4% management · 5.5% fundraisingTotal expenses: 82.60% of revenue

2022Expense mix: 85.4% mission · 10.0% management · 4.6% fundraisingTotal expenses: 117.27% of revenue

2021Expense mix: 78.3% mission · 15.7% management · 6.0% fundraisingTotal expenses: 49.57% of revenue

2020Expense mix: 85.1% mission · 11.2% management · 3.7% fundraisingTotal expenses: 105.83% of revenue

2019Expense mix: 80.7% mission · 13.0% management · 6.3% fundraisingTotal expenses: 51.67% of revenue

2018Expense mix: 76.9% mission · 13.2% management · 9.8% fundraisingTotal expenses: 50.86% of revenue

2017Expense mix: 77.1% mission · 13.1% management · 9.8% fundraisingTotal expenses: 90.75% of revenue

Money in and money out

Revenue$6,966,140

Expenses$2,894,945

Annual surplus $4,071,195 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,271,142 · 78.5% of expenses

Management and office costs$477,157 · 16.5% of expenses

Fundraising$146,646 · 5.1% of expenses

See all reported dollar amounts

Revenue$6,966,140

Expenses$2,894,945

Assets$123,733,686

Income$38,842,332

Contributions$2,994,169

Mission work (program services)$2,271,142

Fundraising$146,646

Grants given$7,805,095

Average grant$26,639

Management and general$477,157

Stocks and bonds$123,262,054

Accounting fees$39,950

Investing fees$42,424

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAVID ATKINSPRESIDENT/CEO · 50 hrs/week $229,075Base $176,875 · Other $52,200

MONETT LITEDIRECTOR OF OPERATIONS/CFO · 40 hrs/week $136,991Base $114,369 · Other $22,622

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

DAVID ATKINSPRESIDENT/CEO

MONETT LITEDIRECTOR OF OPERATIONS/CFO

JORJE QUINNTRUSTEE

TRISTA SOENDKER NICHOLSONVICE CHAIR

SUSAN MCCOLLEGANTRUSTEE

STEVE SHIRARTRUSTEE

SAM ADAMSTRUSTEE

ROBYN CRISWELL-BLOOMSECRETARY

MARTHA BLUETRUSTEE

MARSHA LIMBAUGHTRUSTEE

MARK HARBISONTRUSTEE

JULIE SALMONINTERIM CHAIR

BOB BROWNTRUSTEE

JON GRAYPRIOR CHAIR

JOHN RICETRUSTEE

JIM MARCHBANKTRUSTEE

JEFF STUERMANTRUSTEE

GARY POWELLPRIOR TREASURER

DAVID GUESSTREASURER

DAVID GNAEGYTRUSTEE

CHARLES FOUDREETRUSTEE

About this charity

Recognized since: January 2020
Location: PO BOX 1076, COLUMBIA, MO 65205
County: Boone
In care of: DAVID P ATKINS
Primary officer: DAVID P ATKINS, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Emailfoundation@mumf.org Phone(573) 875-4168

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: WILLIAMS-KEEPERS LLC
NTEE classification: Religion-Related (X)
IRS tax category: Religion-Related
Grant-giving organization: Yes