United Methodist Foundation of West Virginia Inc
Donations deductibleRevenue
$4.6m
year to 31 December 2024
Expenses
$3.6m
year to 31 December 2024
Total assets
$148.9m
$73.3m liabilities
Net assets
$75.6m
assets less liabilities
Directors and trustees
25
6.3y av
Staff
6
employees, year to 31 December 2024
Chair observed
≥6 yrs
Bishop Debra Wallace-Padgett
Left since last filing
5
20% of the board
United Methodist Foundation of West Virginia Inc's network
25 people10 organisationsi25 people and 10 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (25). Violet dotted lines (10) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
25 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 22 voting members of its governing body on its latest Form 990 Part VI; we list 25 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Bishop Debra Wallace-Padgett Chair | Honorary Chairperson | 2024 | 2 yrs |
| Michael Perkins Chair | Chairperson | 2018 | 8 yrs |
| Aliene Lee | Trustee | 2018 | 8 yrs |
| Barbara McDowell | Trustee | 2018 | 8 yrs |
| Cheryl Davis | Trustee | 2018 | 8 yrs |
| Edward A Sisson | Trustee | 2018 | 8 yrs |
| Emily Steele | Trustee | 2024 | 2 yrs |
| Eric Erb | Trustee | 2024 | 2 yrs |
| Gina Palmer | Trustee | 2018 | 8 yrs |
| James Wadsworth (also filed as Jim Wadsworth) | Trustee | 2018 | 8 yrs |
| Jamie O'Brien | Trustee | 2023 | 3 yrs |
| Jarrod Caltrider | Trustee | 2022 | 4 yrs |
| Jeffrey A Taylor | President and Trustee | 2018 | 8 yrs |
| Jeffrey Welshonce (also filed as Jeff Welshonce) | Trustee | 2018 | 8 yrs |
| Judy Raines | Treasurer | 2018 | 8 yrs |
| Kimberly A Matthews | Vice President and Trustee | 2018 | 8 yrs |
| Kristi Wilkerson | Vice Chairperson | 2018 | 8 yrs |
| Lauren Godwin | Trustee | 2018 | 8 yrs |
| Louis Constanzo | Trustee | 2024 | 2 yrs |
| Maribeth Anderson | Trustee | 2018 | 8 yrs |
| Michael Flowers | Trustee | 2024 | 2 yrs |
| Neil Leftwich | Trustee | 2022 | 4 yrs |
| Patricia Mick | Trustee | 2022 | 4 yrs |
| Susannah Carpenter | Chief Financial Officer and Trustee | 2019 | 7 yrs |
| Teresa Markins | Trustee | 2022 | 4 yrs |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jeffrey A Taylor | President and Trustee | 40 | $172k | $65k | |
| Kimberly A Matthews | Vice President and Trustee | 40 | $124k | $32k | |
| Susannah Carpenter | Chief Financial Officer and Trustee | 40 | $105k | $38k | |
| Bishop Debra Wallace-Padgett | Honorary Chairperson | 1 | $0 | ||
| Michael Perkins | Chairperson | 1 | $0 | ||
| Kristi Wilkerson | Vice Chairperson | 1 | $0 | ||
| Judy Raines | Treasurer | 1 | $0 | ||
| Maribeth Anderson | Trustee | 1 | $0 | ||
| Jarrod Caltrider | Trustee | 1 | $0 | ||
| Louis Constanzo | Trustee | 1 | $0 | ||
| Cheryl Davis | Trustee | 1 | $0 | ||
| Eric Erb | Trustee | 1 | $0 | ||
| Michael Flowers | Trustee | 1 | $0 | ||
| Lauren Godwin | Trustee | 1 | $0 | ||
| Aliene Lee | Trustee | 1 | $0 | ||
| Neil Leftwich | Trustee | 1 | $0 | ||
| Teresa Markins | Trustee | 1 | $0 | ||
| Barbara McDowell | Trustee | 1 | $0 | ||
| Patricia Mick | Trustee | 1 | $0 | ||
| Jamie O'Brien | Trustee | 1 | $0 | ||
| Gina Palmer | Trustee | 1 | $0 | ||
| Edward A Sisson | Trustee | 1 | $0 | ||
| Emily Steele | Trustee | 1 | $0 | ||
| James Wadsworth | Trustee | 1 | $0 | ||
| Jeffrey Welshonce | Trustee | 1 | $0 |
About
- Legal name
- United Methodist Foundation of West Virginia Inc
- EIN
- 550545643
- Address
- 500 Virginia St E Ste 750, Charleston, WV, 25301-2177
- State
- West Virginia
- 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. (as filed on the Form 990)
- Activity (NTEE)
- X12 Religion-related
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Religion-Related
- Size band
- 9 (IRS master file code)
- Formed
- 1974
- Principal officer
- Jeff Taylor (as named on the Form 990)
- IRS ruling date
- 1 August 2014
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsMichael Perkins
≥8years on the filingsAliene Lee
≥8years on the filingsBarbara McDowell
≥8years on the filingsCheryl Davis
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $148.9m
- Total liabilities
- $73.3m
- Net assets or fund balances
- $75.6m
- Contributions and grants received
- $621k
- Program service revenue
- $0
- Grants and similar paid out
- $2.5m
- Employees
- 6
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $4.6m | $3.6m | $1.1m |
As filed on the IRS Form 990. US dollars.
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| West Virginia Wesleyan College | United Methodist Ministry | $101k |
| Pension Funds Inc | Pension Funding | $98k |
| Duffey Memorial Methodist Church | United Methodist Ministry | $76k |
| Burlington United Methodist Family Services Inc Beckley Campus | United Methodist Ministry | $67k |
| Christ United Methodist Church Weirton | United Methodist Ministry | $66k |
| Burlington United Methodist Family Services Inc | United Methodist Ministry | $54k |
| Heart and Hand Outreach Ministries Inc | United Methodist Ministry | $44k |
| United Methodist Committee on Relief | Recovery Ministry | $44k |
| City National Bank Trust Department | United Methodist Ministry | $37k |
| Wesley Theological Seminary | United Methodist Ministry | $35k |
| Conference Treasurer | United Methodist Ministry | $33k |
| St Andrew United Methodist Church St Albans | United Methodist Ministry | $32k |
| West Hamlin United Methodist Church | United Methodist Ministry | $32k |
| Gassaway United Methodist Church | United Methodist Ministry | $31k |
| John Stewart United Methodist Church | United Methodist Ministry | $26k |
| United Methodist Temple Beckley | United Methodist Ministry | $25k |
| House Of The Carpenter Inc | United Methodist Ministry | $24k |
| Lewisburg United Methodist Church | United Methodist Ministry | $24k |
| Central United Methodist Church Fairmont | United Methodist Ministry | $24k |
| Johnson Memorial United Methodist Church | United Methodist Ministry | $21k |
| Scott's Run Settlement House | United Methodist Ministry | $17k |
| Upshur Cooperative Parish Inc | United Methodist Ministry | $17k |
| First United Methodist Church Buckhannon | United Methodist Ministry | $17k |
| Bethesda United Methodist Church Ona | United Methodist Ministry | $16k |
| St Marks United Methodist Church Charleston | United Methodist Ministry | $15k |