Civic Intelligence

Lifeway Christian Resources Post-

EIN 36-6913023 • 501(c)9 • Brentwood, TN

Profile

Providing health and welfare benefits for members

200 Powell Place 100Brentwood, TN 37027

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.07x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

2nd percentile

-123%

Higher net margin than 2% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

21st percentile

-5.8%

Faster asset growth than 21% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

114%

Faster revenue growth than 95% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$15,206,000

Down $943,000 (-5.8%) from 2024

Liabilities

Down

$36,000

Down $9,000 (-20%) from 2024

Net Assets

Down

$15,170,000

Down $934,000 (-5.8%) from 2024

Operations
Liabilities / Revenue64th percentileNet Margin2nd percentile

Revenue

Up

$533,891

Up $284,865 (+114%) from 2024

Expenses

Down

$1,190,000

Down $2,344,000 (-66%) from 2024

Net Income

Up

-$656,109

Up $2,628,865 (+80%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2020: $31,491,843Liabilities 2020: $59,325Net Assets 2020: $31,432,5182020Assets 2021: $30,217,000Liabilities 2021: $61,000Net Assets 2021: $30,156,0002021Assets 2022: $23,235,000Liabilities 2022: $53,000Net Assets 2022: $23,182,0002022Assets 2023: $17,507,000Liabilities 2023: $35,000Net Assets 2023: $17,472,0002023Assets 2024: $16,149,000Liabilities 2024: $45,000Net Assets 2024: $16,104,0002024Assets 2025: $15,206,000Liabilities 2025: $36,000Net Assets 2025: $15,170,0002025

Highlighted filing

2025

Assets$15,206,000
Liabilities$36,000
Net Assets$15,170,000
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2020: $1,327,471Expenses 2020: $5,922,617Net Income 2020: -$4,595,1462020Revenue 2021: $1,003,336Expenses 2021: $1,422,000Net Income 2021: -$418,6642021Revenue 2022: $1,023,433Expenses 2022: $1,246,000Net Income 2022: -$222,5672022Revenue 2023: -$623,840Expenses 2023: $6,192,000Net Income 2023: -$6,815,8402023Revenue 2024: $249,026Expenses 2024: $3,534,000Net Income 2024: -$3,284,9742024Revenue 2025: $533,891Expenses 2025: $1,190,000Net Income 2025: -$656,1092025

Highlighted filing

2025

Revenue$533,891
Expenses$1,190,000
Net Income-$656,109
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,206,000
Liabilities
$36,000
Net assets
$15,170,000
Revenue
$533,891
Expenses
$1,190,000
Net income
-$656,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$0.04$15.2$0.53$1.19$0.66
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.05$16.1$0.25$3.53$3.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.04$17.5$0.62$6.19$6.82
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$0.05$23.2$1.02$1.25$0.22
2021Detailed filing. Detailed filing data is available for this year.$30.2$0.06$30.2$1.00$1.42$0.42
2020Detailed filing. Detailed filing data is available for this year.$31.5$0.06$31.4$1.33$5.92$4.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 2, 2026
Return Version
2024v5.5
Gross Receipts
$3,260,577
Mission and Program Overview

Mission

Providing health & welfare benefits to the sponsoring organization's retirees and their beneficiaries.

Providing health and welfare benefits for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$16,104,000$15,170,000▼ $934,000
Investments in Publicly Traded Securities$15,587,000$14,839,000▼ $748,000
Savings and Temporary Cash Investments$357,000$167,000▼ $190,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$16,149,000$15,206,000▼ $943,000
Other Assets Total$205,000$200,000▼ $5,000
Liabilities
Accounts Payable and Accrued Expenses$45,000$36,000▼ $9,000
Total Liabilities$45,000$36,000▼ $9,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,104,000$15,170,000▼ $934,000
Total Liabilities and Net Assets / Fund Balance$16,149,000$15,206,000▼ $943,000
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Cossy PacharesDirector
David GrantDirector
Susanne JacksonDirector
Brad GraberTrustee
Caleb IorgTrustee
Greg KannadyTrustee
Michael DuduitTrustee
Randy EganTrustee
Kristen LandersManager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$533,891
Other Revenue
$0
Change in Net Assets
$-656,109

Audited Revenue Reconciliation

Revenue per Audited Statements
$533,891
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-277,891
Total Revenue per Audited Statements
$256,000
Total Revenue per Form 990
$533,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,000
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
Benefits to Members---$1,034,000
Office Expenses---$73,647
Fees for Services Accounting---$40,043
Fees for Service Investment Mgmnt Fees---$22,865
Fees for Services Legal---$19,445
Total Functional Expenses$0$0$0$1,190,000

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,190,000
Total Expenses per Audited Statements$1,190,000
Total Expenses per Form 990$1,190,000
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 B, Line 11B

“Sponsoring organization's external cpa firm prepares form 990, then reviewed by investment and legal offices before submitted. A copy of the form is e-mailed to the governing members/trustees before it was filed with the irs.”

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

“Lifeway has a chief compliance officer within its legal department. A 800# goes to the individual's office for anyone to report a violation. Trustees/directors are required to sign a conflict of interest disclosure form annually, which is kept on file for a minimum of 3 years per the committee's documentation retention policy.”

Form 990, Part VI, Section C, Line 19

“Documents are available for inspection at the sponsoring organization's office.”

Filing and Contact Details

Filer

Filer Name
Lifeway Christian Resources Post-
EIN
36-6913023
Phone
6152512000
Address
200 POWELL PLACE 100, BRENTWOOD, TN 37027

Signing Officer

Name
Christopher S Knight
Title
SVP, CLO & Corporate Secretary
Phone
6152512000
Signed
2026-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher S Knight
Formed
1989
Legal Domicile
Tn
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Lbmc Pc
Address
PO BOX 1869, BRENTWOOD, TN 37024-1869
Preparer
Abigail Campbell
Phone
6153774600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust funding the plans has received an exemption letter from the internal revenue service dated may 25, 1990, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (the "irc") as a voluntary employees' beneficiary association. The plans and the trust are required to operate in conformity with the irc to maintain its qualified status. The management of lifeway believes the plans are being operated in compliance with the applicable requirements of the irc and therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the trust and recognize a tax liability or asset if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The trustee has analyzed the tax positions taken by the trust, and has concluded that as of september 30, 2025 and 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or asset or disclosure in the financial statements. The trust has recognized no interest or penalties related to uncertain tax positions. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix342 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.

Path#Value
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLANS HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED MAY 25, 1990, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE "IRC") AS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION. THE PLANS AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFIED STATUS. THE MANAGEMENT OF LIFEWAY BELIEVES THE PLANS ARE BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUSTEE HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPONSORING ORGANIZATION'S EXTERNAL CPA FIRM PREPARES FORM 990, THEN REVIEWED BY INVESTMENT AND LEGAL OFFICES BEFORE SUBMITTED. A COPY OF THE FORM IS E-MAILED TO THE GOVERNING MEMBERS/TRUSTEES BEFORE IT WAS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LIFEWAY HAS A CHIEF COMPLIANCE OFFICER WITHIN ITS LEGAL DEPARTMENT. A 800# GOES TO THE INDIVIDUAL'S OFFICE FOR ANYONE TO REPORT A VIOLATION. TRUSTEES/DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY, WHICH IS KEPT ON FILE FOR A MINIMUM OF 3 YEARS PER THE COMMITTEE'S DOCUMENTATION RETENTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE SPONSORING ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LIFEWAY CHRISTIAN RESOURCES OF THE SOUTHERN BAPTIST CONVENTION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620505208
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS PUBLICATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0200 POWELL PLACE SUITE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BRENTWOOD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037027
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt016149000
IRS990/TotalAssetsEOYAmt015206000
IRS990/TotalAssetsGrp/BOYAmt016149000
IRS990/TotalAssetsGrp/EOYAmt015206000
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01190000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045000
IRS990/TotalLiabilitiesEOYAmt036000
IRS990/TotalLiabilitiesGrp/BOYAmt045000
IRS990/TotalLiabilitiesGrp/EOYAmt036000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016104000
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015170000
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0533891
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0533891
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016149000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015206000
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 POWELL PLACE 100
IRS990/USAddress/CityNm0BRENTWOOD
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037027
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER S KNIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP, CLO & CORPORATE SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06152512000
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFEWAY CHRISTIAN RESOURCES POST-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREMENT BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0366913023
ReturnHeader/Filer/PhoneNum06152512000
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 POWELL PLACE 100
ReturnHeader/Filer/USAddress/CityNm0BRENTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621199757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LBMC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1869
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370241869
ReturnHeader/PreparerPersonGrp/PhoneNum06153774600
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABIGAIL CAMPBELL
ReturnHeader/ReturnTs02026-02-11T08:18:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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