United Methodist Foundation of Indiana Inc

Nonprofit profile at a glance

EIN
237258100
IRS 990 coverage
2011–2025
Forms available
Form 990 2025
Location
Fishers, IN, USA
Phone
3177887879
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Protestant
Affiliation
Christianity

Official website

Reported finances

Revenue
$2,583,145
Expenses
$2,759,851
Assets
$108,357,248
Liabilities
$78,674,999

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • D Manet Shettle (President)

Highest reported compensation

  • D Manet Shettle (President): $203,805 total reported compensation
  • Christopher Jacobs (Controller): $127,016 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Resourcing mission and ministry of United Methodist and other Weslyan-based churches in Indiana through stewardship development.

What it reported doing in 2025

The first program is General Services. The Foundation serves United Methodist and other Wesleyan-based churches, agencies, and members in the following ways: It provides investment management services to local churches, agencies, and boards. It assists local churches in developing, promoting, and managing their endowment programs. It provides educational seminars on stewardship, planned giving, estate planning, capital campaigns, and related subjects. It provides administrative services for donors making deferred gifts to their church or a church related mission or ministry.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 73% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 68
  • Accountability: 95
  • Sustainability: 39
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.6%; rating input score 74
  • Program expense ratio: 62.8%; rating input score 63
  • Fundraising efficiency: $170.71 raised per $1 spent on fundraising; rating input score 91; 91st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 18th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 74.8%; rating input score 75; 26th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -6.8%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 39.26; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0.73; rating input score 9; 9th percentile among comparable filings
  • Officer compensation ratio: 12%; rating input score 28; 28th percentile among comparable filings

Growth

  • Program expense growth: 1.9% per year; rating input score 100; 19th percentile among comparable filings
  • Revenue growth: -0.3% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: 4% per year; rating input score 100; 28th percentile among comparable filings

Details

  • Where the money goes: 73.6% of revenue deployed · 62.8% of spending went to programs
  • Governance: 18 of 18 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $1.7M in reported program spending
  • Leadership: top reported pay $204K · 20 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 45 of 46 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 8 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 23 filed money-flow records
  • Related organizations: 21 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 13/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Liabilities to assets ratio scored 9/100.
  • High — Sustainability: Officer compensation ratio scored 28/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.