Civic Intelligence

Eder Deferred Gifts Inc.

990 • Fiscal year 2013 • EIN 36-3717013

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

Organization ProfileWWW.BRETHRENBENEFITTRUST.ORG
1505 Dundee Avenue60120-1605

(847) 695-0200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.99x

Higher debt load relative to assets than 91% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

100th percentile

205.02x

Higher debt load relative to revenue than 100% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

12th percentile

$190,886

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$174,967,324

Up $16,767,019 (+11%) from 2012

Net Assets

Up

$946,458

Up $253,728 (+37%) from 2012

Liabilities

Up

$174,020,866

Up $16,513,291 (+10%) from 2012

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin80th percentile

Revenue

$848,812

No earlier filing loaded for comparison.

Expenses

Down

$677,107

Down $144,971 (-18%) from 2012

Net Income

$171,705

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2010: $136,046,413Liabilities 2010: $135,346,365Net Assets 2010: $700,0482010Assets 2011: $139,254,276Liabilities 2011: $138,609,630Net Assets 2011: $644,6462011Assets 2012: $158,200,305Liabilities 2012: $157,507,575Net Assets 2012: $692,7302012Assets 2013: $174,967,324Liabilities 2013: $174,020,866Net Assets 2013: $946,4582013Assets 2014: $7,175,029Liabilities 2014: $5,969,302Net Assets 2014: $1,205,7272014Assets 2015: $6,304,297Liabilities 2015: $5,231,860Net Assets 2015: $1,072,4372015Assets 2016: $5,774,985Liabilities 2016: $4,679,070Net Assets 2016: $1,095,9152016Assets 2017: $5,840,979Liabilities 2017: $4,490,749Net Assets 2017: $1,350,2302017Assets 2018: $5,262,033Liabilities 2018: $4,059,902Net Assets 2018: $1,202,1312018Assets 2019: $5,375,268Liabilities 2019: $3,595,539Net Assets 2019: $1,779,7292019Assets 2020: $5,747,215Liabilities 2020: $3,719,081Net Assets 2020: $2,028,1342020Assets 2021: $5,862,175Liabilities 2021: $3,580,181Net Assets 2021: $2,281,9942021Assets 2022: $4,783,575Liabilities 2022: $3,065,222Net Assets 2022: $1,718,3532022Assets 2023: $4,216,926Liabilities 2023: $2,592,449Net Assets 2023: $1,624,4772023Assets 2024: $4,801,147Liabilities 2024: $3,831,443Net Assets 2024: $969,7042024

Highlighted filing

2013

Assets$174,967,324
Liabilities$174,020,866
Net Assets$946,458
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $804,6572010Expenses 2011: $853,2382011Expenses 2012: $822,0782012Revenue 2013: $848,812Expenses 2013: $677,107Net Income 2013: $171,7052013Revenue 2014: $961,516Expenses 2014: $730,375Net Income 2014: $231,1412014Revenue 2015: $902,456Expenses 2015: $904,379Net Income 2015: -$1,9232015Revenue 2016: $852,709Expenses 2016: $812,597Net Income 2016: $40,1122016Revenue 2017: $892,388Expenses 2017: $780,198Net Income 2017: $112,1902017Revenue 2018: $920,188Expenses 2018: $889,854Net Income 2018: $30,3342018Revenue 2019: $1,255,720Expenses 2019: $806,391Net Income 2019: $449,3292019Revenue 2020: $982,688Expenses 2020: $858,982Net Income 2020: $123,7062020Revenue 2021: $1,067,375Expenses 2021: $979,638Net Income 2021: $87,7372021Revenue 2022: $1,007,247Expenses 2022: $1,333,768Net Income 2022: -$326,5212022Revenue 2023: $938,124Expenses 2023: $1,204,197Net Income 2023: -$266,0732023Revenue 2024: $875,497Expenses 2024: $1,692,607Net Income 2024: -$817,1102024

Highlighted filing

2013

Revenue$848,812
Expenses$677,107
Net Income$171,705
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.0
Gross Receipts
$848,812
Mission and Program Overview

Mission

Supports the financial well-being of the church of the brethren and other persons and groups that share similar values by offering trust and custodial services for investments and deferred gifts.

Supports the financial well-being of the church of the brethren by offering trust and custodial services for investments and deferred gifts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$151,166,174$169,375,528▲ $18,209,354
Savings and Temporary Cash Investments$5,856,730$4,217,779▼ $1,638,951
Accounts Receivable$885,087$606,842▼ $278,245
Cash and Non-Interest-Bearing Accounts$0$459,502▲ $459,502
Investments Other Securities$287,766$297,081▲ $9,315
Prepaid Expenses and Deferred Charges$4,548$10,592▲ $6,044
Total Assets$158,200,305$174,967,324▲ $16,767,019
Liabilities
Other Liabilities$157,381,946$173,906,397▲ $16,524,451
Accounts Payable and Accrued Expenses$125,629$114,469▼ $11,160
Total Liabilities$157,507,575$174,020,866▲ $16,513,291
Net Assets / Fund Balance
Unrestricted Net Assets$692,730$946,458▲ $253,728
Total Net Assets Fund Balance$692,730$946,458▲ $253,728
Total Liabilities and Net Assets / Fund Balance$158,200,305$174,967,324▲ $16,767,019
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Scott DouglasVice President-$134,412$134,412
Steve MasonFoundation DirectorFT$127,104$127,104
Donnna MarchSecretaryPT$106,591$106,591

Board Members and Trustees

NameTitle
Karen O CrimChair
Nevin DulabaumPresident
Harry RhodesVice Chair
Ann Quay DavisBoard Member
Beth SollenbergerBoard Member
Carol HessBoard Member
Craig H SmithBoard Member
Eric KablerBoard Member
Eunice CulpBoard Member
Jerry PattersonBoard Member
Sara BrennemanBoard Member
Thomas MccrackenBoard Member
Wayne ScottBoard Member
Donna Forbes SteinerBoard Member - Past
John McgoughTreasurer/CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Iridian Asset ManagementInvestment Management-$140,945
Boston Common Asset ManagementInvestment Management-$131,913
Segall Bryant & HamillInvestment Management-$116,906
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$836,952
Investment Income
$11,860
Other Revenue
$0
Change in Net Assets
$171,705

Audited Revenue Reconciliation

Revenue per Audited Statements
$848,812
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$29,679,319
Total Revenue per Audited Statements
$30,528,131
Total Revenue per Form 990
$848,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$677,107
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$43,737--$43,737
Fees for Services Other$41,325--$41,325
Travel$18,462--$18,462
Fees for Services Accounting-$17,000-$17,000
Office Expenses$11,448--$11,448
Information Technology$7,086--$7,086
Other Expenses$5,082$5,990-$5,082
Advertising$925--$925
Total Functional Expenses$601,512$75,595$0$677,107

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,685,037
Expenses Not Reported on Form 990$13,007,930
Expenses per Audited Statements$677,107
Total Expenses per Form 990$677,107
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investments Held for Others$171,097,967
Annuity Obligations$2,705,665
Related Party Payables - Net$102,765
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The organization's by-laws were amended to restrict authority of the organization's current officers (non-board members) with regards to election of additional officers as deemed necessary.”

Form 990, Part VI, Section B, Line 11

“The form 990 is provided to the entire budget and audit review committee for its review prior to filing the form.”

Form 990, Part VI, Section B, Line 12C

“Annually, each member of the board is required to sign off on the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

EIN
36-3717013
Phone
8476950200

Signing Officer

Name
John Mcgough
Title
Chief Financial Officer
Phone
8476223381
Signed
2014-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nevin Dulabaum
Formed
1990
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Preparer
Craig Resch
Phone
3123680500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors, through its budget and audit review committee, assumes responsibility for oversight of the annual audit and selection of the independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization files form 990, return of organization exempt from income tax, and form 990-t, exempt organization business income tax return. The returns are subject to examination by the internal revenue service until the applicable statute of limitations expires.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Activity of the managed funds held for others and annuity obligations reported as a designated net asset for financial statement purposes, reported as a liability on the form 990”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“See description above for form 990 part xii line 2d”

Raw XML AppendixShowing 400 of 574 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13105106
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14139602
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15112114
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1683271
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17109596
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt13FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER/CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0848812
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt07086
IRS990/InformationTechnologyGrp/TotalAmt07086
IRS990/InvestmentIncomeGrp/ExclusionAmt011860
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011860
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0287766
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0297081
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0151166174
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0169375528
IRS990/IRPDocumentCnt0223
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORTS THE FINANCIAL WELL-BEING OF THE CHURCH OF THE BRETHREN AND OTHER PERSONS AND GROUPS THAT SHARE SIMILAR VALUES BY OFFERING TRUST AND MANAGEMENT SERVICES FOR INVESTMENTS AND DEFERRED GIFTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0692730
IRS990/NetAssetsOrFundBalancesEOYAmt0946458
IRS990/NetUnrelatedBusTxblIncmAmt0-2283
IRS990/NetUnrlzdGainsLossesInvstAmt082023
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt011448
IRS990/OfficeExpensesGrp/TotalAmt011448
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED ADMINISTRATIV
IRS990/OtherExpensesGrp/Desc1SERVICE FEE EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt052605
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15990
IRS990/OtherExpensesGrp/ProgramServicesAmt0473447
IRS990/OtherExpensesGrp/ProgramServicesAmt15082
IRS990/OtherExpensesGrp/TotalAmt0526052
IRS990/OtherExpensesGrp/TotalAmt15990
IRS990/OtherExpensesGrp/TotalAmt25082
IRS990/OtherLiabilitiesGrp/BOYAmt0157381946
IRS990/OtherLiabilitiesGrp/EOYAmt0173906397
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04548
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010592
IRS990/PrincipalOfficerNm0NEVIN DULABAUM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0823342
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0836952
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt013610
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013336
IRS990/PYOtherExpensesAmt0822078
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0807928
IRS990/PYRevenuesLessExpensesAmt0-814
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0822078
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0821264
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0171705
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0823342
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05856730
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04217779
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0366108275
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0677107
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10CHURCH OF THE BRETHREN BENEFIT TRUST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0677107
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0219551
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0257751
IRS990ScheduleD/DonorAdvisedFundsHeldCnt015
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0494150
IRS990ScheduleD/ExpensesNotReportedAmt013007930
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0677107
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt082023
IRS990ScheduleD/OtherExpensesIncludedAmt013007930
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0102765
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1171097967
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22705665
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RELATED PARTY PAYABLES - NET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INVESTMENTS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherRevenueAmt029597296
IRS990ScheduleD/RevenueNotReportedAmt029679319
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0848812
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN. THE RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACTIVITY OF THE MANAGED FUNDS HELD FOR OTHERS AND ANNUITY OBLIGATIONS REPORTED AS A DESIGNATED NET ASSET FOR FINANCIAL STATEMENT PURPOSES, REPORTED AS A LIABILITY ON THE FORM 990
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SEE DESCRIPTION ABOVE FOR FORM 990 PART XII LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0677107
IRS990ScheduleD/TotalLiabilityAmt0173906397
IRS990ScheduleD/TotalRevenuePerForm990Amt0848812
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030528131
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013685037
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,967,324
Liabilities
$174,020,866
Net assets
$946,458
Revenue
$848,812
Expenses
$677,107
Net income
$171,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.80$3.83$0.97$0.88$1.69$0.82
2023Detailed filing. Detailed filing data is available for this year.$4.22$2.59$1.62$0.94$1.20$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.78$3.07$1.72$1.01$1.33$0.33
2021Detailed filing. Detailed filing data is available for this year.$5.86$3.58$2.28$1.07$0.98$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.75$3.72$2.03$0.98$0.86$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.38$3.60$1.78$1.26$0.81$0.45
2018Detailed filing. Detailed filing data is available for this year.$5.26$4.06$1.20$0.92$0.89$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.84$4.49$1.35$0.89$0.78$0.11
2016Detailed filing. Detailed filing data is available for this year.$5.77$4.68$1.10$0.85$0.81$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.30$5.23$1.07$0.90$0.90$0.00
2014Detailed filing. Detailed filing data is available for this year.$7.18$5.97$1.21$0.96$0.73$0.23
2013Detailed filing. Detailed filing data is available for this year.$175$174$0.95$0.85$0.68$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$158$158$0.69$0.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$139$139$0.64$0.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$135$0.70$0.80