THE OKLAHOMA UNITED METHODIST FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE OKLAHOMA UNITED METHODIST FOUNDATION INC (EIN 73-0758119)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349326865
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:10:27-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730758119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OKLAHOMA UNITED METHODIST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 N CLASSEN BLVD | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731182400 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILLY MEADE | PersonNm |
| Person Title | CONTROLLER & TR | PersonTitleTxt |
| Phone | 4058965016 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BILLY | PersonFirstNm |
| Person Last | MEADE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,047,622 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LASTINGGOOD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | To establish, promote, extend, and maintain the Christian Faith according to the established doctrine and worship of The United Methodist Church in the State of Oklahoma. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $844,054 | PYContributionsGrantsAmt |
| CY Contributions Grants | $632,699 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,103,907 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,564,290 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,601,906 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,689,803 | CYInvestmentIncomeAmt |
| PY Other Revenue | $40,061 | PYOtherRevenueAmt |
| CY Other Revenue | $57,183 | CYOtherRevenueAmt |
| PY Total Revenue | $4,589,928 | PYTotalRevenueAmt |
| CY Total Revenue | $4,943,975 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,355,940 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,293,936 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,045,268 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,084,956 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $584,185 | PYOtherExpensesAmt |
| CY Other Expenses | $640,285 | CYOtherExpensesAmt |
| PY Total Expenses | $3,985,393 | PYTotalExpensesAmt |
| CY Total Expenses | $4,019,177 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $604,535 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $924,798 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $399,007,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $444,014,315 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $357,238,436 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $400,510,054 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,768,747 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,504,261 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To establish, promote, extend, and maintain the Christian Faith according to the established doctrine and worship of The United Methodist Church in the State of Oklahoma. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $154,000 | ExpenseAmt |
| Grant | $154,000 | GrantAmt |
| Desc | Provided $144,000 funds to the Oklahoma United Methodist Circle of Care, Inc. to support foster care ministry and Pearls Hope Transitional Living Program for single mothers. Pearls Hope provides financial, educational, and familial resources to secure and maintain housing on their own. Pearls Hope serves women who are working to improve their lives or the lives of their children after intervention by the OK Department of Human Services. Provided $10,000 of general support for foster care ministry. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,851 | ExpenseAmt |
| Grant | $84,851 | GrantAmt |
| Desc | Provided seminary scholarships to Asbury Theological Seminary for future Oklahoma United Methodist pastors allowing them to begin their ministry career without the burden of student loan debt. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $64,083 | ExpenseAmt |
| Grant | $64,083 | GrantAmt |
| Desc | Provided seminary scholarships to Saint Paul School of Theology for future Oklahoma United Methodist pastors allowing them to begin their ministry career without the burden of student loan debt. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,672,500 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $991,002 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,564,290 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,975,434 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILLY MEADE | PersonNm |
| Phone | 4058965016 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 N CLASSEN BLVD | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731182400 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM JUNK | ||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $283,504 | $0 | $54,854 | ||
| DAVID BATTLES | ||||||||
| EXECUTIVE VICE-PRESIDENT | 40.00 | 0.00 | Yes (X) | $191,503 | $0 | $45,069 | ||
| BILLY MEADE | ||||||||
| CONTROLLER & TREASURER | 40.00 | 0.00 | Yes (X) | $192,203 | $0 | $38,874 | ||
| JOSEPH WILEY | ||||||||
| SENIOR ADVISOR | 40.00 | 0.00 | $114,358 | $0 | $39,189 | Yes (X) | ||
| ALAN HERNDON | ||||||||
| DIRECTOR OF GIFT PLANNING | 40.00 | 0.00 | $107,623 | $0 | $33,291 | Yes (X) | ||
| CARA NICKLAS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BISHOP JIMMY NUNN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN ROBERTS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVE LONG | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV TISH MALLOY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| LYNNE MCGUIRE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY WHEELER BROWN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DAVID WIGGS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DENVER WOOLSEY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK SPRINGER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ED SUTTER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| KIRK WASHBURN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| LESLIE LAREAU | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV RAY CRAWFORD | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DAVID DANIEL | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ALLEN EVANS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV CAROL COOK MOORE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DERREK BELASE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV MOUZON BIGGS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| REV DAVID BURRIS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MATT JUDKINS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| LINDA LAMBERT | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DONALD KIM | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JOE HALL | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| AMY FOSKIN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| GARY FARABOUGH | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| GERALD GAMBLE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| HAROLD ARMSTRONG | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TERRY CARTER | ||||||||
| VICE CHAIRPERSON | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BARBARA BRAUGHT | ||||||||
| BOARD CHAIRPERSON | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $889,191 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $211,277 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $632,699 | AllOtherContributionsAmt |
| Noncash Contributions | $192,064 | NoncashContributionsAmt |
| Total Contributions | $632,699 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Account service fees | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $2,564,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,564,290 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,564,290 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,861,807 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,861,807 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,183 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $458,415 | SecuritiesAmt |
| Other | $473,228 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $363,091 | SecuritiesAmt |
| Other | $740,556 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,324 | SecuritiesAmt |
| Other | -$267,328 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$172,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$172,004 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,943,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,311,276 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,293,936 | TotalAmt |
| Program Services | $1,293,936 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,501 | TotalAmt |
| Program Services | $393,350 | ProgramServicesAmt |
| Management And General | $276,151 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,500 | TotalAmt |
| Program Services | $567,950 | ProgramServicesAmt |
| Management And General | $320,550 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,152 | TotalAmt |
| Program Services | $77,220 | ProgramServicesAmt |
| Management And General | $47,932 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,346 | TotalAmt |
| Program Services | $189,635 | ProgramServicesAmt |
| Management And General | $117,711 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,457 | TotalAmt |
| Program Services | $58,281 | ProgramServicesAmt |
| Management And General | $36,176 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,050 | TotalAmt |
| Program Services | $23,477 | ProgramServicesAmt |
| Management And General | $14,573 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,847 | TotalAmt |
| Program Services | $41,862 | ProgramServicesAmt |
| Management And General | $25,985 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,557 | TotalAmt |
| Program Services | $18,237 | ProgramServicesAmt |
| Management And General | $11,320 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,236 | TotalAmt |
| Program Services | $24,209 | ProgramServicesAmt |
| Management And General | $15,027 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,448 | TotalAmt |
| Program Services | $68,147 | ProgramServicesAmt |
| Management And General | $42,301 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,886 | TotalAmt |
| Program Services | $33,248 | ProgramServicesAmt |
| Management And General | $20,638 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,662 | TotalAmt |
| Program Services | $67,662 | ProgramServicesAmt |
| Management And General | $42,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,469 | TotalAmt |
| Program Services | $50,267 | ProgramServicesAmt |
| Management And General | $31,202 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,130 | TotalAmt |
| Program Services | $67,953 | ProgramServicesAmt |
| Management And General | $42,177 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,019,177 | TotalAmt |
| Program Services | $2,975,434 | ProgramServicesAmt |
| Management And General | $1,043,743 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,479,247 | BOYAmt |
| EOY | $39,664,979 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,980,535 | BOYAmt |
| EOY | $11,372,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,377,027 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,296,775 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,189,914 | BOYAmt |
| EOY | $1,080,252 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,294,527 | BOYAmt |
| EOY | $391,855,892 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,960 | BOYAmt |
| EOY | $40,968 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,007,183 | BOYAmt |
| EOY | $444,014,315 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,238,436 | BOYAmt |
| EOY | $400,510,054 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,238,436 | BOYAmt |
| EOY | $400,510,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,530,225 | BOYAmt |
| EOY | $25,324,491 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,238,522 | BOYAmt |
| EOY | $18,179,770 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,768,747 | BOYAmt |
| EOY | $43,504,261 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,007,183 | BOYAmt |
| EOY | $444,014,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $924,798 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $881,268 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$70,552 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $844,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $632,699 | CurrentTaxYearAmt |
| Total | $1,476,753 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $844,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $632,699 | CurrentTaxYearAmt |
| Total | $1,476,753 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,476,753 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,644,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,746,986 | CurrentTaxYearAmt |
| Total | $3,391,220 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,103,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,564,290 | CurrentTaxYearAmt |
| Total | $4,668,197 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,536,170 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 23 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $174,351 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $358,709 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,416,400 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,461,466 | BeginningYearBalanceAmt |
| Contributions | $292,723 | ContributionsAmt |
| Investment Earnings Or Losses | $1,095,562 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $468,589 | GrantsOrScholarshipsAmt |
| End Year Balance | $17,381,162 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,702,915 | BeginningYearBalanceAmt |
| Contributions | $33,592 | ContributionsAmt |
| Investment Earnings Or Losses | $2,326,016 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $601,057 | GrantsOrScholarshipsAmt |
| End Year Balance | $16,461,466 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $240,701 | InvestmentCostOrOtherBasisAmt |
| Book Value | $240,701 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,638,717 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $840,430 | DepreciationAmt |
| Book Value | $798,287 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $497,609 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $456,345 | DepreciationAmt |
| Book Value | $41,264 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,080,252 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Wespath Institutional Investments | $353,328,624 | F |
| Alternative investments | $447,934 | F |
| US government obligations | $360,537 | F |
| Equity securities | $1,949,864 | F |
| Mutual funds | $454,543 | F |
| Corporate debt obligations | $47,422 | F |
| Other | $67,615 | F |
| Real estate | $947,141 | F |
| Mineral interests | $31,637,132 | F |
| Municipal bonds | $2,615,080 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $391,855,892 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Assets held for benefit of others | Desc |
| Amt | $400,510,054 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $400,510,054 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,812,871 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $881,268 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$12,372 | OtherRevenueAmt |
| Revenue Not Reported | $868,896 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,943,975 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,943,975 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,019,177 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,019,177 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,019,177 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Sub-Saharan Africa | WATER WELLS | $55,050 | WIRE | 0 | Fair market value |
| Sub-Saharan Africa | CHURCH BLDG ROOF & REPAIRS | $37,000 | WIRE | 0 | Fair market value |
| Sub-Saharan Africa | NEW SCHOOL & WATER WELL REPAIRS | $10,000 | WIRE | 0 | Fair market value |
| Sub-Saharan Africa | MEDICAL SUPPLIES | $5,000 | WIRE | 0 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| OK UM CIRCLE OF CARE INC | |||||||
| 1501 NW 24TH | Oklahoma City | OK | 73106 | 730975224 | 501C3 | $154,000 | FOSTER CARE AND TRANSITIONAL HOUSING |
| ASBURY THEOLOGICAL SEMINARY | |||||||
| 204 N LEXINGTON AVE | Wilmore | KY | 40390 | 610445823 | 501C3 | $84,851 | SEMINARY SCHOLARSHIPS |
| OKLAHOMA METHODIST MANOR | |||||||
| 4134 E 31ST ST | Tulsa | OK | 74135 | 730648458 | 501C3 | $50,000 | CAPITAL CAMPAIGN |
| SAINT PAUL SCHOOL OF THEOLOGY | |||||||
| 13720 ROE AVE | Overland Park | KS | 66224 | 440624810 | 501C3 | $64,083 | SEMINARY SCHOLARSHIPS |
| ASBURY UMC | |||||||
| 6767 SOUTH MINGO ROAD | Tulsa | OK | 74133 | 730728230 | 5013C | $40,000 | SCHOLARSHIPS |
| OKLAHOMA METHODIST CONFERENCE | |||||||
| 1501 NW 24TH ST | Oklahoma City | OK | 73106 | 730617470 | 501C3 | $32,000 | SALARY SUPPORT AND CONTINUING EDUCATION |
| CBMC INC | |||||||
| PO BOX 8009 | Chattanooga | TN | 37414 | 362004402 | 501C3 | $20,000 | RELIGIOUS - SPIRITUAL DEVELOPMENT |
| ILIFF SCHOOL OF THEOLOGY | |||||||
| 2201 W UNIVERSITY BLVD | Denver | CO | 80210 | 731396320 | 501C3 | $17,228 | SEMINARY SCHOLARSHIPS |
| LYDIA PATTERSON INSTITUTE OF METHOD | |||||||
| PO BOX 11 | El Paso | TX | 79999 | 362004402 | 501C3 | $15,000 | SCHOLARSHIPS |
| OKLAHOMA CITY UNIVERSITY | |||||||
| 2501 N BLACKWELDER | Oklahoma City | OK | 73106 | 730579265 | 501C3 | $10,000 | SCHOLARSHIPS |
| WESLEY FOUNDATION AT UNIV OF OKLAHO | |||||||
| 428 WEST LINDSAY | Norman | OK | 73069 | 736027238 | 501C3 | $10,000 | UNITED METHODIST CAMPUS MINISTRY |
| SHILOW SUMMER CAMP | |||||||
| 601 NE 63RD ST | Oklahoma City | OK | 73105 | 731594597 | 501C3 | $9,139 | YOUTH DEVELOPMENT - CAMP FOR INNER CITY |
| BETHLEHEM BIBLE COLLEGE | |||||||
| 158 ROADRUNNER AVE | New Braunfels | TX | 78130 | 260747442 | 501C3 | $5,000 | TECHNOLOGY UPGRADES ON CAMPUS |
| OKLAHOMA SAVED BY GRACE RESTORATION | |||||||
| 3102 CLASSEN BLVD STE 180 | Oklahoma City | OK | 73118 | 800868743 | 501C3 | $5,000 | ADDICTION RECOVERY & PREVENTION |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| WILLIAM JUNK | ||||
| PRESIDENT | $283,504 | $21,760 | $33,094 | $338,358 |
| DAVID BATTLES | ||||
| EXECUTIVE VICE-PRESIDENT | $191,503 | $14,800 | $30,269 | $236,572 |
| BILLY MEADE | ||||
| CONTROLLER & TREASURER | $192,203 | $14,800 | $24,074 | $231,077 |
| JOSEPH WILEY | ||||
| SENIOR ADVISOR | $114,358 | $8,920 | $30,269 | $153,547 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $192,063 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | The Form 990 is prepared by staff CPA and reviewed by the President and at least two CPA Trustees. |
| Conflict of interest policy compliance Part VI line 12c | Annually each Trustee is required to complete a Conflict of Interest form stating they are aware of the Foundations Conflict of Interest policy, they are in compliance with the policy, and will notify the Foundation immediately should a conflict arise. The Foundation staff monitors activity for the existence of potential conflicts in the normal course of business throughout the year. |
| CEO executive director top management comp Part VI line 15a | Compensation for the President is reviewed and approved by the Personnel sub-committee of the Board of Trustees based on job performance, external comparable data for similar Foundations, and other relevant information. The operating budget is then reviewed and approved by the Finance Committee and the Board of Trustees. |
| Other officer or key employee compensation Part VI line 15b | Compensation for the President is reviewed and approved by the Personnel sub-committee of the Board of Trustees based on job performance, external comparable data for similar Foundations, and other relevant information. Compensation for all other employees is determined by the President using similar metrics as the annual operating budget is prepared. The operating budget is then reviewed and approved by the Finance Committee and the Board of Trustees. |
| Governing documents etc available to public Part VI line 19 | Oklahoma United Methodist Foundations governing documents, conflict of interest policy, and financial statements are available for public inspection at its offfices. Summarized financial information is presented in the organizations annual report, which may be viewed on the Foundations website. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | Other changes line is related to the ($12,372) change in the present value of split-interest gift agreements and ($58,180) transfer for 2021. |
| General explanation attachment | The Oklahoma United Methodist Foundation, Inc. (OUMF) is a nonprofit, non-stock corporation organized and at all times thereafter operated exclusively for religious, charitable, and education purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. OUMF was formed in 1944 to hold, manage, and administer funds of member churches and related agencies and institutions of The Oklahoma Annual Conference of The United Methodist Church (the Oklahoma Conference), promote and receive gifts and bequests to such organizations, and use such gifts and bequests for the religious, charitable, and educational purposes of such organizations. OUMF was previously determined to be an affiliated religious organization by The United Methodist Church and was identified as such to the Internal Revenue Service. Accordingly, OUMF was included in the group tax exemption ruling (Group Ruling) issued by the Internal Revenue Service to the General Council on Finance and Administration of The United Methodist Church (GCFA) on October 16, 1974 (Group #2573). OUMF was not required to file a Form 990 under the Group Ruling. On June 11, 2020 OUMF obtained its own individual tax-exempt status determination letter requiring us to begin filing a Form 990. This explains why this is the initial return when OUMF was formed in 1944 and why there are beginning balances on an initial return. See note 07 above. OUMF serves the Oklahoma Conference by (a) soliciting and managing endowment funds and acting as trustee of trusts that benefit United Methodist institutions and causes; (b) assisting United Methodist congregations and institutions with their investments; (c) providing loans to United Methodist congregations and related institutions; (d) making grants that support United Methodist Church congregations, institutions, and causes; (e) assisting United Methodist Church congregations with stewardship, development, and planned giving efforts. |