Civic Intelligence

Eder Deferred Gifts Inc.

990 • Fiscal year 2019 • EIN 36-3717013

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization ProfileWWW.BRETHRENBENEFITTRUST.ORG
1505 Dundee AvenueElgin, IL 60120-1605

(847) 695-0200

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.67x

Higher debt load relative to assets than 83% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

2.86x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$240,927

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

46th percentile

2.2%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

36%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$5,375,268

Up $113,235 (+2.2%) from 2018

Net Assets

Up

$1,779,729

Up $577,598 (+48%) from 2018

Liabilities

Down

$3,595,539

Down $464,363 (-11%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin86th percentile

Revenue

Up

$1,255,720

Up $335,532 (+36%) from 2018

Expenses

Down

$806,391

Down $83,463 (-9.4%) from 2018

Net Income

Up

$449,329

Up $418,995 (+1381%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2019

Assets$5,375,268
Liabilities$3,595,539
Net Assets$1,779,729
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

2019

Revenue$1,255,720
Expenses$806,391
Net Income$449,329
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$1,255,720
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$4,406,488$4,733,185▲ $326,697
Accounts Receivable$43,417$60,873▲ $17,456
Savings and Temporary Cash Investments$63,844$34,285▼ $29,559
Cash and Non-Interest-Bearing Accounts$53,029$29,445▼ $23,584
Prepaid Expenses and Deferred Charges$17,411$9,049▼ $8,362
Total Assets$5,262,033$5,375,268▲ $113,235
Other Assets Total$677,844$508,431▼ $169,413
Liabilities
Other Liabilities$1,999,091$1,791,168▼ $207,923
Escrow Account Liability$2,016,865$1,769,409▼ $247,456
Accounts Payable and Accrued Expenses$43,946$34,962▼ $8,984
Total Liabilities$4,059,902$3,595,539▼ $464,363
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,202,131$1,779,729▲ $577,598
Total Net Assets Fund Balance$1,202,131$1,779,729▲ $577,598
Total Liabilities and Net Assets / Fund Balance$5,262,033$5,375,268▲ $113,235

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$508,431--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Lynnae RodefferVice President-$140,046$140,046
Scott DouglasVice President-$139,692$139,692
Donna MarchSecretary - PastPT$135,438$135,438
Michelle KilbourneSecretary - NewPT$25,076$25,076

Board Members and Trustees

NameTitle
Donna RhodesChair - New
Harry S RhodesChair - Past
Nevin DulabaumPresident
Kevin KesslerVice Chair - New
David ShisslerBoard Member
Dennis KingeryBoard Member
Eric KablerBoard Member
Eunice CulpBoard Member
Ron GebhardtsbauerBoard Member
Sara BrennemanBoard Member
Shelley KontraBoard Member
Thomas MccrackenBoard Member
Audrey MyerBoard Member - New
Russ MattesonBoard Member - New
Donna RhodesBoard Member - Past
Jerry PattersonBoard Member - Past
Kevin KesslerBoard Member - Past
Steve MasonFoundation Director
John McgoughTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$914,045
Investment Income
$26,148
Other Revenue
$315,527
Change in Net Assets
$449,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$806,391
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 Other$38,086--$38,086
Fees for Service Investment Mgmnt Fees$31,104--$31,104
Travel$29,337--$29,337
Fees for Services Accounting-$22,000-$22,000
Office Expenses$4,204$7,816-$12,020
Other Expenses$348,899$9,136-$9,136
Fees for Services Legal$4,204--$4,204
Information Technology$3,121--$3,121
Advertising-$1,160-$1,160
Total Functional Expenses$458,955$347,436$0$806,391
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
Annuity Obligations$1,791,168
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Annual conference delegates have the authority to elect or appoint board members.”

Form 990, Part VI, Section B, Line 11B

“The budget and audit review committee reviews the form 990 on behalf of the entire board prior to its filing.”

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 B, Line 15A

“Compensation for the president is reviewed on an annual basis by the board of directors.”

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

Filer Name
Brethren Foundation Inc
EIN
36-3717013
Phone
8476950200
Address
1505 DUNDEE AVENUE, ELGIN, IL 60120-1605

Signing Officer

Name
John Mcgough
Title
Chief Financial Officer
Phone
8476223381
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Mcgough
Formed
1990
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CENTER SUITE, 700, WESTCHESTER, IL 60154
Preparer
Paul Doetsch
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 IV, LINE 2B:

“The organization acts as an investment custodian for "clients" affiliated with the church of the brethren. These client accounts have been reported on form 990, part x line 11 as "investments" with a corresponding liability in part x line 21 which represents the obligation to return the assets to the clients.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the organization to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken uncertain positions that more likely than not would not be sustained upon examination by tax authorities. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt21TREASURER/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt22VICE PRESIDENT
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IRS990/InformationTechnologyGrp/ProgramServicesAmt03121
IRS990/InformationTechnologyGrp/TotalAmt03121
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026148
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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 CUSTODIAL SERVICES FOR INVESTMENTS AND DEFERRED GIFTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt01779729
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IRS990/NetUnrlzdGainsLossesInvstAmt0215644
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IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07816
IRS990/OfficeExpensesGrp/ProgramServicesAmt04204
IRS990/OfficeExpensesGrp/TotalAmt012020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0677844
IRS990/OtherAssetsTotalGrp/EOYAmt0508431
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED ADMINISTRATIV
IRS990/OtherExpensesGrp/Desc1SERVICE FEE EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110417
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29136
IRS990/OtherExpensesGrp/ProgramServicesAmt0348899
IRS990/OtherExpensesGrp/TotalAmt0645806
IRS990/OtherExpensesGrp/TotalAmt110417
IRS990/OtherExpensesGrp/TotalAmt29136
IRS990/OtherLiabilitiesGrp/BOYAmt01999091
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017411
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09049
IRS990/PrincipalOfficerNm0JOHN MCGOUGH
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,375,268
Liabilities
$3,595,539
Net assets
$1,779,729
Revenue
$1,255,720
Expenses
$806,391
Net income
$449,329
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