2013-11-13T21:01:09-06:00 2012-12-31 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2012-01-01 237258100 United Methodist Foundation of Indiana Inc UNIT 3177887879 8401 Fishers Center Drive Fishers IN 46038 Manet Shettle 3177787879 2013-11-13 1 Dave Moja P00747006 3178852620 2012 2016-02-25 16:41:14Z Manet Shettle 8401 Fishers Center Drive Fishers IN 46038 4730177 0 X www.UMFIndiana.org X 1962 IN Resourcing the Indiana UM Church's ministry and mission through responsible stewardship 19 19 14 20 0 0 1125859 2016487 787017 634910 430737 311081 0 0 2343613 2962478 2263100 1663660 0 0 488307 444678 0 81600 110603 280527 396689 3031934 2586627 -688321 375851 59347208 59158244 44788385 41806075 14558823 17352169 X Resourcing the Indiana United Methodist Church's ministry and mission through responsible stewardship 0 0 928359 698349 634910 The Foundation serves United Methodist churches, agencies, and members in the following ways: provide investment management services to local churches, agencies, and boards; work with local churches to assist in developing, promoting, and managing their own endowment program; provide educational seminars on stewardship, planned giving, wills, estate planning, and related subjects; assist individual members in developing a giving plan for their accumulated assets; provide administrative services for donors making deferred gifts to their church or church related agency; serve as trustee and administer trusts established for the benefit of the church; manage and administer UMFI's endowment funds and distribute earnings; operate the Indiana United Methodist Loan Fund to assist United Methodist churches and agencies in financing capital improvements for their ministries. 965311 965311 Legacy GrantsThe Foundation evaluates individual and organizational applicants on merit to determine if they are qualified recipients. Disbursements to qualified recipients support the church's evangelical and social service programs, its building and development projects and in general promotes the programs, aims, and purposes of the denomination in Indiana. 1893670 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 52 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X D Manet Shettle 3177887879 8401 Fishers Center Drive Fishers IN 46038 Thomas Heck 1.00 X X 0 0 0 Rev Mitch Norwood 1.00 X X 0 0 0 Rev Forrest Bowers 1.00 X X 0 0 0 Rick Childs 1.00 X 0 0 0 Mary Miller 1.00 X 0 0 0 Nancy Armstrong 1.00 X 0 0 0 Dixie Arter 1.00 X 0 0 0 John Clay 1.50 X 0 0 0 Bishop Mike Coyner 1.00 X 0 0 0 Rev James Gentry 4.00 X 0 0 0 Julie Goldsberry 1.00 X 0 0 0 Walter Koon 1.00 X 0 0 0 Glen Larsen part year 1.00 X 0 0 0 Jay Love 1.00 X 0 0 0 Nancy Raidy 1.00 X 0 0 0 Gene Robbins 1.00 X 0 0 0 James Shaw 1.00 X 0 0 0 Roger Summers 1.00 X 0 0 0 DeVon Yoho 1.00 X 0 0 0 Justin Haskins 1.00 X 0 0 0 Michael McAninch part year 0.00 X 0 0 0 Manet Shettle 40.00 X 99980 0 14285 Rev David VW Owen 5.00 X 0 0 0 99980 0 14285 0 0 0 0 0 2016487 430285 2016487 Management Fees 900099 628425 628425 Other Income 900099 6485 6485 634910 403245 403245 1675535 1767699 -92164 -92164 -92164 2962478 634910 0 311081 473967 473967 1189693 1189693 114265 39993 70844 3428 247333 47342 185541 14450 52231 15229 35921 1081 30849 8138 20872 1839 315 315 49785 49785 81600 81600 45585 45585 506 506 2160 2160 12670 1787 10675 208 19408 19408 96788 96788 13180 9885 3295 2457 2457 8450 8450 8021 8021 137364 107636 21731 7997 2586627 1893670 582354 110603 966694 253782 589013 523971 120246 244058 8676 21764 167728 159462 17500 8266 14092760 16331476 43552319 41774927 59347208 59158244 681904 16129 40542961 38994756 3563520 2795190 44788385 41806075 X 1949745 2809262 6090319 6859095 6518759 7683812 14558823 17352169 59347208 59158244 X 375851 1613354 804141 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 4603 14832 370032 1 1 0 0 9279428 1142141 1286645 327559 138746 11241909 9692340 142847 -99913 408155 47691 9279428 0.10860 0.68350 0.20790 0 0 167728 159462 8266 8266 Funds held for others 38994756 F Funds held in trusts 2780171 F 41774927 Liabilities under Unitrust agreement 1319436 Annuities Payable 1475754 2795190 X 5379223 1613354 804141 2417495 2961728 750 750 2962478 2585877 0 2585877 750 750 2586627 Part IV, Line 2b: Funds held for others consist of agency funds held with the Foundation for management purposes. Description of Intended Use of Endowment Funds: Part V, Line 4: Endowment funds are used to further the mission and ministry of the United Methodist Church in Indiana and to support and educate the clergy and laity of the church. Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of December 31, 2012 and 2011, the Foundation had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. Part XI, Line 2d - Other Adjustments: Change in value of annuities, trusts, and beneficial interest in trusts 804,141. 0 Kaye Patton 8581 Lynwood Lane Mecosta MI 49332 Coordinate and oversee fundraising events 0 0 68000 -68000 Nancy Raidy 1309 Lea Court Frankfort IN 46041 Coordinate and oversee fundraising events 0 0 13600 -13600 81600 -81600 1 Indiana Conference of the United Methodist Church 301 Pennsylvania Parkway Suite 300 Indianapolis IN 46280 270264680 501 (c) 3 252979 Support for retired clergy Orleans United Methodist Church PO Box 144 Orleans IN 474520144 356023412 501 (c) 3 7554 Operating support for the church United Methodist Church of Hazelton 114 South Main St PO Box 198 Hazelton IN 476400198 351390857 501 (c) 3 8112 Operating support for the church Cross Pointe Church 10524 Moss Park Road Orlando FL 32832 593703401 501 (c) 3 7500 Operating support for the church University of Evansville 1800 Lincoln Ave Evansville IN 47714 350868074 501 (c) 3 5500 Operating support for the school Westville UMC 154 West Main Street Westville IN 46391 351569019 501 (c) 3 8000 Operating support for the church Simpson UMC 2201 West Illinois Street Evansville IN 47712 350868008 501 (c) 3 8500 Operating support for the church Clay UMC 17646 Cleveland Road South Bend IN 46635 351492077 501 (c) 3 11000 Operating support for the church Clinton First UMC 310 South 4th Street Clinton IN 47842 352122677 501 (c) 3 15000 Operating support for the church Operation Classroom PO Box 246 Colfax IN 46035 202128210 501 (c) 3 44886 Operating support for the school Yorktown United Methodist Church PO Box 217 Yorktown IN 47396 351365693 501 (c) 3 20462 Operating support for the church 11 0 Rejuvenate - Financial education 33 403087 Called Anew - Transitional support for clergy 7 95276 Rejuvenate - Funding for Emergencies 16 160756 Ministers Aid 4 11228 Rejuvenate - Tire Fund 11 5821 Rejuvenate - Other 128685 Gift Annuity 84 110896 Annuity Pool 15 135678 Charitable Remainder Trust disbursements 8 138266 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Grants are selected and approved consistent with the criteria established by UMFI. UMFI requests the grant recipients to send in a report to monitor the use of funds. X 1 430285 FMV 0 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): The number of contributors represents the number of contributions received. Form 990, Part VI, Section B, line 11 The Form 990 is prepared by an independent CPA firm. Prior to filing, the Form 990 was reviewed by the President and Audit Committee. A copy is also provided to the board before filing. Form 990, Part VI, Section B, line 12c The policy is reviewed and confirmed annually by the Board. Forms are completed annually by each officer and board member. The statements are reviewed by the President for conflicts. If a conflict should arise, the individual would abstain from voting. Compensation is determined and approved by the Board. The process is documented in the minutes. Form 990, Part VI, Line 15: The organization did not compensate any other officers or key employees. Therefore, this question was answered no in accordance with the instructions. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Change in value of annuities, trusts, and beneficial interest in trusts 804,141. Explanation for Responsibility Form 990, Part XI, Line 2c The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed since the prior year.