Nonprofit · EIN 55-0545643
UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC
Tax-exempt (reinstated) · CHARLESTON, WV 25301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,642,697 | $3,569,024 | $1,073,673 | $148,939,766 | $73,291,874 | $75,647,892 |
| December 31, 2023 | 990 | $3,702,551 | $3,489,208 | $213,343 | $140,916,015 | $68,599,977 | $72,316,038 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $620,590
- Program service revenue
- $0
- Investment income
- $3,480,735
- Net gain from sales of assets
- $1,444,228
- Other revenue
- $541,372
Expenses
- Grants and similar amounts paid
- $2,454,858
- Compensation of officers, directors and key employees
- $402,325
- Other salaries and wages
- $97,128
- Salaries, compensation and benefits (total)
- $679,660
- Professional fundraising fees
- $0
- Accounting fees
- $40,222
- Occupancy
- $74,476
- Travel
- $33,327
- Depreciation
- $25,881
- Program services (functional)
- $2,703,363
- Management and general (functional)
- $453,246
- Fundraising (functional)
- $412,415
Balance sheet and other
- Total assets, start of year
- $140,916,015
- Total assets, end of year
- $148,939,766
- Total liabilities, end of year
- $73,291,874
- Net assets, end of year
- $75,647,892
- Land, buildings and equipment
- $66,942
- Publicly traded securities
- $29,240
- Net assets without donor restrictions
- $6,883,489
- Net assets with donor restrictions
- $68,764,403
- Gross receipts
- $4,642,697
- Employees
- 6
- Volunteers
- 0
- Year formed
- 1974
- State of legal domicile
- WV
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jeffrey A Taylor | President and Trustee Trustee or director, Officer, Key employee | 40 | $171,883 | $64,642 |
| Kimberly A Matthews | Vice President and Trustee Trustee or director, Officer, Highest-paid employee | 40 | $124,460 | $32,278 |
| Susannah Carpenter | Chief Financial Officer and Trustee Trustee or director, Officer, Highest-paid employee | 40 | $104,815 | $38,029 |
| Bishop Debra Wallace-Padgett | Honorary Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| Michael Perkins | Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| Kristi Wilkerson | Vice Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| Judy Raines | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Maribeth Anderson | Trustee Trustee or director | 1 | $0 | $0 |
| Jarrod Caltrider | Trustee Trustee or director | 1 | $0 | $0 |
| Louis Constanzo | Trustee Trustee or director | 1 | $0 | $0 |
| Cheryl Davis | Trustee Trustee or director | 1 | $0 | $0 |
| Eric Erb | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Flowers | Trustee Trustee or director | 1 | $0 | $0 |
| Lauren Godwin | Trustee Trustee or director | 1 | $0 | $0 |
| Aliene Lee | Trustee Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Neil Leftwich | Trustee Trustee or director | 1 | $0 |
| Teresa Markins | Trustee Trustee or director | 1 | $0 |
| Barbara McDowell | Trustee Trustee or director | 1 | $0 |
| Patricia Mick | Trustee Trustee or director | 1 | $0 |
| Jamie O'Brien | Trustee Trustee or director | 1 | $0 |
| Gina Palmer | Trustee Trustee or director | 1 | $0 |
| Edward A Sisson | Trustee Trustee or director | 1 | $0 |
| Emily Steele | Trustee Trustee or director | 1 | $0 |
| James Wadsworth | Trustee Trustee or director | 1 | $0 |
| Jeffrey Welshonce | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jeffrey A Taylor | President and Trustee Trustee or director, Officer, Highest-paid employee | 40 | $164,201 | $60,710 |
| Kimberly A Matthews | Vice President and Trustee Trustee or director, Officer, Highest-paid employee | 40 | $111,147 | $28,695 |
| Susannah Carpenter | Chief Financial Officer and Trustee Trustee or director, Officer | 40 | $99,823 | $33,296 |
| Bishop Sandra Steiner Ball | Honorary Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| Cheryl Davis | Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| Michael Perkins | Vice Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| Judy Raines | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Maribeth Anderson | Trustee Trustee or director | 1 | $0 | $0 |
| Jarrod Caltrider | Trustee Trustee or director | 1 | $0 | $0 |
| Lauren Godwin | Trustee Trustee or director | 1 | $0 | $0 |
| Barbara Hale | Trustee Trustee or director | 1 | $0 | $0 |
| Aliene Lee | Trustee Trustee or director | 1 | $0 | $0 |
| Neil Leftwich | Trustee Trustee or director | 1 | $0 | $0 |
| Teresa Markins | Trustee Trustee or director | 1 | $0 | $0 |
| Barbara McDowell | Trustee Trustee or director | 1 | $0 | $0 |
| Patricia Mick | Trustee Trustee or director | 1 | $0 | $0 |
| Jamie O'Brien | Trustee Trustee or director | 1 | $0 | $0 |
| Gina Palmer | Trustee Trustee or director | 1 | $0 | $0 |
| Deborah Shaffer | Trustee Trustee or director | 1 | $0 | $0 |
| Edward A Sisson | Trustee Trustee or director | 1 | $0 | $0 |
| James Wadsworth | Trustee Trustee or director | 1 | $0 | $0 |
| Vernon Webster | Trustee Trustee or director | 1 | $0 | $0 |
| Jeffrey Welshonce | Trustee Trustee or director | 1 | $0 | $0 |
| Kristi Wilkerson | Trustee Trustee or director | 1 | $0 | $0 |
| William Wilson | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 VIRGINIA ST E STE 750, CHARLESTON, WV 25301-2177
- In care of
- % JEFF TAYLOR
- Principal officer (990 for 2024)
- Jeff Taylor, PO Box 3811, Charleston, WV 25338
- Signed the 990
- Jeff Taylor, President
- Phone
- (304) 342-2113
- Website
- www.umfwv.org
Mission
The mission of the Foundation is to create a culture of generosity by raising, managing, and distributing funds for charitable and religious purposes, with a special interest on United Methodist causes.
Program accomplishments
- To raise, manage, and distribute funds to expand and enhance United Methodist ministry in the name of Jesus Christ.Expenses $2,703,363 · grants $2,454,858
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 55-0545643
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X12)
- Assets (IRS master file)
- $148,939,766
- Income (IRS master file)
- $4,642,697
Revocation and reinstatement
- Exemption revoked
- May 15, 2013
- Posted by the IRS
- November 11, 2013
- Reinstated
- Effective May 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,642,697 | $3,569,024 | $148,939,766 | XML |
| 990 | December 2023 | $3,702,551 | $3,489,208 | $140,916,015 | XML |
| 990 | December 2022 | $3,394,616 | $3,429,847 | $121,404,337 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-0545643).
Questions about UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC
- What is the EIN of UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC?
- The employer identification number (EIN) of UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC is 55-0545643.
- Is UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
- Are donations to UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC?
- The 990 for the year ended December 31, 2024 names Jeff Taylor.
- Who are the officers and directors of UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC?
- The 990 for the year ended December 31, 2024 lists 25 people; 3 received compensation from the organization, the highest $171,883 (Jeffrey A Taylor, President and Trustee).
- How much revenue does UNITED METHODIST FOUNDATION OF WEST VIRGINIA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,642,697, expenses of $3,569,024 and total assets of $148,939,766 at year end.
Other nonprofits in CHARLESTON
- CABIN CREEK HEALTH CENTER INC EIN 55-0709223 · last filed 990 for 2025
- WEST VIRGINIA INSTITUTE FOR SPIRITUALITY INC EIN 55-0777401 · last filed 990 for 2025
- FAITH IN ACTION OF THE GREATER KANAWHA VALLEY INC EIN 46-5502293 · last filed 990 for 2025
- NEW HORIZONS CHURCH INC EIN 87-1665149 · last filed 990-EZ for 2022
- FRIENDS OF BLUESTONE INC EIN 27-0362341 · last filed 990-EZ for 2024
- BROTHERS IN THE CROSS EIN 30-0541132 · last filed 990-N for 2025
- SERRA INTERNATIONAL EIN 23-7549296 · last filed 990-N for 2025
- RECOVERY WARRIORS INC EIN 83-3514887 · last filed 990-N for 2025
All nonprofits in CHARLESTON · West Virginia · Religion-related