2022-09-09T10:46:13-04:00 2021-12-31 412024514 SOMMERVILLE & ASSOCIATES PC 3030 MATLOCK RD STE 201 ARLINGTON TX 760152936 990 2021-01-01 760661024 THE WOODLANDS UNITED METHODIST CHURCH FOUNDATION WOOD 2812975900 2200 LAKE WOODLANDS DR THE WOODLANDS TX 77380 DANIELLE JOHNSON TREASURER 2812975927 2022-09-08 true DANIELLE JOHNSON 999009999 ELAINE L SOMMERVILLE CPA P00204458 8177955046 2022-09-09 2021 2023-04-26 12:10:37Z MARK SORENSEN 2200 LAKE WOODLANDS DR THE WOODLANDS TX 77380 1627849 false X WWW.TWMC.ORG/FOUNDATION X 2000 TX TO EXPAND THE MINISTRY OUTREACH OF THE WOODLANDS UNITED METHODIST CHURCH AND SAFEGUARD ITS FUTURE THROUGH CHARITABLE GIFTS THAT PROVIDE LONG-TERM FINANCIAL SUPPORT AND A LIVING MEMORIAL. 8 6 2 6 0 73796 166812 517500 98000 172939 362288 0 764235 627100 221685 30464 0 11302 7213 0 858 100354 114430 333341 152107 430894 474993 5036021 5698345 31375 4205 5004646 5694140 TO EXPAND THE MINISTRY OUTREACH OF THE WOODLANDS UNITED METHODIST CHURCH AND SAFEGUARD ITS FUTURE THROUGH CHARITABLE GIFTS THAT PROVIDE LONG-TERM FINANCIAL SUPPORT AND A LIVING MEMORIAL. false false 30464 30464 DURING 2021, THE FOUNDATION'S GENERAL AND RESTRICTED FUNDS PROVIDED NUMEROUS GRANTS WHICH INCLUDED SCHOLARSHIPS TO SEMINARY STUDENTS, AS WELL AS FUNDING FOR VARIOUS INITIATIVES OF THE WOODLANDS UNITED METHODIST CHURCH INCLUDING: THE SOCIETY OF ST. STEPHEN BENEVOLENCE PROGRAM THAT PROVIDES ASSISTANCE TO RESIDENTS OF SOUTH MONTGOMERY COUNTY, SCHOLARSHIPS FOR THE PRESCHOOL PROGRAM AS WELL AS DEBT RETIREMENT FOR PRIOR PROJECTS. GRANTS TOTALED 30,464. 66179 98000 THE WOODLANDS UNITED METHODIST CHURCH FOUNDATION OPERATES GRACE GARDENS COLUMBARIUM ON THE PROPERTY OF THE WOODLANDS UNITED METHODIST CHURCH. TOTAL INCOME RELATED TO THE COLUMBARIUM IN 2021 WAS 98,000 WHICH INCLUDED 15 NICHE SALES. OPERATING EXPENSES RELATED TO THE COLUMBARIUM WERE 66,179. 96643 true true false false false false false false false true true false false false false true false true false false false false false false false false false true true true false false false false false false false false false false false false false true false false false true X 2 0 true 2 true false false false false false false false false false false false false X 8 6 true false false false true true false true true false false true true true true true false true false false X DANIELLE JOHNSON 2812975927 2200 LAKE WOODLANDS DRIVE THE WOODLANDS TX 77380 ED ROBB DIRECTOR 0.50 19.50 X 0 614739 152531 MARK SORENSEN DIRECTOR 0.50 39.50 X 0 160263 77890 ANGELA BRANCH VICE CHAIR 0.50 39.50 X 0 160059 14925 DANIELLE JOHNSON TREASURER 1.00 39.00 X 0 145909 5695 SHELLEY GUTHRIE SECRETARY 6.00 34.00 X 5391 37849 8696 KIM BACON DIRECTOR 0.20 0.50 X 0 0 0 JEFF HARRIS DIRECTOR 0.20 0.50 X 0 0 0 GARY LAUGHARN CHAIRMAN/DIR 0.20 0.50 X X 0 0 0 JIMMIE PRICE DIRECTOR 0.20 0.50 X 0 0 0 VICKI RICHMOND DIRECTOR 0.20 0.50 X 0 0 0 MARK SMITH DIRECTOR 0.20 0.50 X 0 0 0 5391 1118819 259737 false true false 166812 166812 NICHE REVENUE 900099 98000 98000 98000 78476 78476 1284561 1000749 283812 283812 283812 627100 98000 362288 X 18964 18964 11500 11500 5391 5391 1310 1310 512 100 412 30 30 47022 47022 29460 27710 1750 1497 639 858 1 1 30826 30826 COLUMBARIUMS 5594 5594 152107 96643 54606 858 53633 216165 910328 220592 719712 689736 4262676 4792444 5036021 5698345 31375 4205 31375 4205 X 939059 970880 4065587 4723260 5004646 5694140 5036021 5698345 474993 214501 X X false true X false false X X 1 THE WOODLANDS UNITED METHODIST CHURCH CHURCH 742011753 1 true 18964 0 1 18964 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5004646 264813 529766 30464 66179 8442 5694140 4228681 591297 479268 221685 66339 6576 5004646 3661746 92497 600031 43400 79356 2837 4228681 3924695 126302 -209636 105856 72006 1753 3661746 3518373 144366 424164 55792 77319 29097 3924695 0.17050 0.56850 0.26100 false false 910328 220592 689736 689736 X SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION IS AN ENDOWMENT FUND ESTABLISHED FOR THE PURPOSE OF HOLDING INVESTMENTS TO PROVIDE A STREAM OF INCOME TO MAINTAIN THE COLUMBARIUM AND SUPPORT THE CHURCH'S MISSION. SCHEDULE D, PAGE 3, PART X FROM THE CONSOLIDATED FINANCIAL STATEMENTS: THE CHURCH IS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE CHURCH IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. DURING 2021, THE CHURCH HAD NO UNRELATED BUSINESS INCOME. THE CHURCH BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE CHURCH WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2021, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR 2018 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSE IN THE STATEMENT OF ACTIVITIES. true THE WOODLANDS UNITED METHODIST CHURCH 2200 LAKE WOODLANDS DR THE WOODLANDS TX 77380 742011753 501C3 18964 SEE PART IV 1 SEMINARY SCHOLARSHIPS 5 11500 SCHEDULE I, PAGE 1, PART I, LINE 2 THE VICE PRESIDENT, SECRETARY AND TREASURER REVIEW ALL GRANT REQUESTS. BOARD APPROVAL IS REQUIRED FOR ALL GRANTS OVER 2500. SCHEDULE I, PAGE 4, PART IV PART II, LINE 1, COLUMN (H), MISSION - THE GRANT WAS PROVIDED FOR BENEVOLENCE, SCHOLARSHIPS AND DEBT RETIREMENT. false true false false false false false false false ED ROBB DIRECTOR 88750 8754 517235 9346 143185 767270 190000 MARK SORENSEN DIRECTOR 155800 4213 250 17997 59893 238153 ANGELA BRANCH VICE CHAIR 155446 4613 6318 8607 174984 DANIELLE JOHNSON TREASURER 141242 4667 5650 45 151604 SCHEDULE J, PART III PART I, LINE 4B - ED ROBB PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN WITH THE RELATED ORGANIZATION. FORM 990, PART V LINE 2A THE WAGES REPORTED ARE PAID BY AND REPORTED ON THE PAYROLL TAX REPORTS OF THE WOODLANDS UNITED METHODIST CHURCH. THE FOUNDATION REIMBURSES THE CHURCH FOR THE COST OF THE WAGES PAID FOR CERTAIN STAFF. FORM 990, PAGE 6, PART VI, LINE 2 DANIELLE JOHNSON ED ROBB TREASURER DIRECTOR BUSINESS RELATIONSHIP SHELLEY GUTHRIE ED ROBB SECRETARY DIRECTOR BUSINESS RELATIONSHIP ANGELA BRANCH ED ROBB VICE CHAIR DIRECTOR BUSINESS RELATIONSHIP MARK SORENSON ED ROBB DIRECTOR BUSINESS RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS THE WOODLANDS UNITED METHODIST CHURCH. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBER HAS THE RIGHT TO ELECT ALL THE MEMBERS OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE FORM TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS REVIEWED BY THE TREASURER. THE FORM 990 IS EMAILED TO THE REST OF THE BOARD MEMBERS. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION. IT IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C EACH MEMBER OF THE BOARD COMPLETES A QUESTIONNAIRE DISCLOSING ANY FAMILY OR BUSINESS RELATIONSHIPS THAT MAY PRESENT A CONFLICT OF INTEREST. THE TREASURER MONITORS CASH DISBURSEMENTS AND IS CHARGED WITH IDENTIFYING ANY POSSIBLE CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST OCCURS, A VOTE OF AT LEAST TWO-THIRDS OF THE BOARD OF DIRECTORS MUST APPROVE THE TRANSACTION. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION IS APPROVED BY THE WOODLANDS UNITED METHODIST CHURCH PERSONNEL COMMITTEE. THE COMMITTEE RELIES ON OUTSIDE DATA IN ORDER TO DETERMINE COMPENSATION PACKAGES. FORM 990, PAGE 6, PART VI, LINE 19 THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENTS ARE GENERALLY NOT AVAILABLE TO THE GENERAL PUBLIC. HOWEVER, REQUEST FOR SUCH WILL BE CONSIDERED ON A CASE BY CASE BASIS. FORM 990, PART IX, LINE 11G CONTRACT LABOR 0 1,750 0 LANDSCAPING 27,710 0 0 TOTAL 27,710 1,750 0 FORM 990, PART XII THE ORGANIZATION DOES NOT HAVE AN AUDIT COMMITTEE. ITS AUDITOR IS SELECTED BY THE WOODLANDS UNITED METHODIST CHURCH WITH WHICH THE FINANCIAL STATEMENTS ARE CONSOLIDATED. THE CHURCH HAS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT. THE WOODLANDS UNITED METHODIST CHURCH 2200 LAKE WOODLANDS DR THE WOODLANDS TX 77380 742011753 CHURCH TX 501C3 1 NA false false true false false false false false false false false false false false true true true false false false