Civic Intelligence

Eder Deferred Gifts Inc.

990 • Fiscal year 2020 • EIN 36-3717013

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

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

82nd percentile

0.65x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

3.78x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

84th percentile

$248,061

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 25.2% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

52nd percentile

6.9%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-22%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$5,747,215

Up $371,947 (+6.9%) from 2019

Net Assets

Up

$2,028,134

Up $248,405 (+14%) from 2019

Liabilities

Up

$3,719,081

Up $123,542 (+3.4%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin66th percentile

Revenue

Down

$982,688

Down $273,032 (-22%) from 2019

Expenses

Up

$858,982

Up $52,591 (+6.5%) from 2019

Net Income

Down

$123,706

Down $325,623 (-72%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2020

Assets$5,747,215
Liabilities$3,719,081
Net Assets$2,028,134
Open 2020 Filing

Operations Trend

Revenue Growth19th 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

2020

Revenue$982,688
Expenses$858,982
Net Income$123,706
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$982,688
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$4,733,185$4,635,611▼ $97,574
Cash and Non-Interest-Bearing Accounts$29,445$782,991▲ $753,546
Savings and Temporary Cash Investments$34,285$43,322▲ $9,037
Accounts Receivable$60,873$33,774▼ $27,099
Prepaid Expenses and Deferred Charges$9,049$629▼ $8,420
Total Assets$5,375,268$5,747,215▲ $371,947
Other Assets Total$508,431$250,888▼ $257,543
Liabilities
Other Liabilities$1,791,168$2,095,081▲ $303,913
Escrow Account Liability$1,769,409$1,590,583▼ $178,826
Accounts Payable and Accrued Expenses$34,962$33,417▼ $1,545
Total Liabilities$3,595,539$3,719,081▲ $123,542
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,779,729$2,028,134▲ $248,405
Total Net Assets Fund Balance$1,779,729$2,028,134▲ $248,405
Total Liabilities and Net Assets / Fund Balance$5,375,268$5,747,215▲ $371,947
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Lynnae RodefferVice President-$137,907$137,907
Michelle KilbourneSecretaryPT$114,259$114,259

Board Members and Trustees

NameTitle
Donna RhodesChair
Nevin DulabaumPresident
Kevin KesslerVice Chair
Scott DouglasVice President
Audrey MyerBoard Member
David ShisslerBoard Member
Dennis KingeryBoard Member
Eric KablerBoard Member
Eunice CulpBoard Member
Jerry PattersonBoard Member
Ron GebhardtsbauerBoard Member
Russ MattesonBoard Member
Sara BrennemanBoard Member
Shelley KontraBoard Member
Thomas MccrackenBoard Member
Wayne ScottBoard Member
Steve MasonFoundation Director
John McgoughTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$948,085
Investment Income
$24,556
Other Revenue
$10,047
Change in Net Assets
$123,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$858,982
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$32,300--$32,300
Fees for Service Investment Mgmnt Fees$31,982--$31,982
Fees for Services Accounting-$22,027-$22,027
Office Expenses$6,420$11,102-$17,522
Other Expenses$339,617$10,261-$10,261
Information Technology$9,185--$9,185
Travel$8,989--$8,989
Fees for Services Legal$8,573--$8,573
Advertising-$1,195-$1,195
Total Functional Expenses$437,066$421,916$0$858,982
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$1,769,407
Due to Related Party$325,674
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
2021-11-08
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.”

Raw XML AppendixShowing 400 of 635 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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14117019
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15181082
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16122213
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1789536
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18126909
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19110297
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
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
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14FOUNDATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0982688
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt09185
IRS990/InformationTechnologyGrp/TotalAmt09185
IRS990/InvestmentIncomeGrp/ExclusionAmt024556
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024556
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04733185
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04635611
IRS990/IRPDocumentCnt0103
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 CUSTODIAL SERVICES FOR INVESTMENTS AND DEFERRED GIFTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01779729
IRS990/NetAssetsOrFundBalancesEOYAmt02028134
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0124699
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01779729
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02028134
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011102
IRS990/OfficeExpensesGrp/ProgramServicesAmt06420
IRS990/OfficeExpensesGrp/TotalAmt017522
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0508431
IRS990/OtherAssetsTotalGrp/EOYAmt0250888
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALLOCATED ADMINISTRATIV
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2SERVICE FEE EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0361363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115968
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210261
IRS990/OtherExpensesGrp/ProgramServicesAmt0339617
IRS990/OtherExpensesGrp/TotalAmt0700980
IRS990/OtherExpensesGrp/TotalAmt115968
IRS990/OtherExpensesGrp/TotalAmt210261
IRS990/OtherLiabilitiesGrp/BOYAmt01791168
IRS990/OtherLiabilitiesGrp/EOYAmt02095081
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0GAIN ON ANNUITY OBLIGA
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010047
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010047
IRS990/OtherRevenueTotalAmt010047
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09049
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0629
IRS990/PrincipalOfficerNm0JOHN MCGOUGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0948085
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0948085
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026148
IRS990/PYOtherExpensesAmt0806391
IRS990/PYOtherRevenueAmt0315527
IRS990/PYProgramServiceRevenueAmt0914045
IRS990/PYRevenuesLessExpensesAmt0449329
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0806391
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01255720
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0123706
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0958132
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034285
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043322
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0366108275
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0858982
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHURCH OF THE BRETHREN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0858982
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt00
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0-64975
IRS990ScheduleD/DonorAdvisedFundsHeldCnt08
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0317861
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01769407
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1325674
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,747,215
Liabilities
$3,719,081
Net assets
$2,028,134
Revenue
$982,688
Expenses
$858,982
Net income
$123,706
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