Civic Intelligence

Lifeway Christian Resources Post- Retirement Benefits Trust

990 • Fiscal year 2020 • EIN 36-6913023

Oct 01, 2019 to Sep 30, 2020 • Filed on Apr 30, 2021

Organization ProfileN/A
One Lifeway PlazaNashville, TN 37234

(615) 251-2000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

1st percentile

-346%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

$31,491,843

No earlier filing loaded for comparison.

Net Assets

$31,432,518

No earlier filing loaded for comparison.

Liabilities

$59,325

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin1st percentile

Revenue

$1,327,471

No earlier filing loaded for comparison.

Expenses

$5,922,617

No earlier filing loaded for comparison.

Net Income

-$4,595,146

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$31,491,843
Liabilities$59,325
Net Assets$31,432,518
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$1,327,471
Expenses$5,922,617
Net Income-$4,595,146
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Apr 30, 2021
Return Version
2019v5.2
Gross Receipts
$1,327,471
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$34,720,026$31,432,518▼ $3,287,508
Investments in Publicly Traded Securities$33,448,345$29,723,986▼ $3,724,359
Savings and Temporary Cash Investments$2,393,968$1,497,907▼ $896,061
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$36,310,304$31,491,843▼ $4,818,461
Other Assets Total$467,991$269,950▼ $198,041
Liabilities
Other Liabilities$583,633$0▼ $583,633
Accounts Payable and Accrued Expenses$1,006,645$59,325▼ $947,320
Total Liabilities$1,590,278$59,325▼ $1,530,953
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,720,026$31,432,518▼ $3,287,508
Total Liabilities and Net Assets / Fund Balance$36,310,304$31,491,843▼ $4,818,461
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Cossy PacharesDirector
Mike WhiteDirector
Susanne JacksonDirector
Burt LandersTrustee
Greg KannadyTrustee
Jd PerryTrustee
Luther McdanielTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,327,471
Other Revenue
$0
Change in Net Assets
$-4,595,146

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,327,471
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,307,638
Total Revenue per Audited Statements
$2,635,109
Total Revenue per Form 990
$1,327,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$233,643
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---$5,688,974
Office Expenses---$164,913
Fees for Service Investment Mgmnt Fees---$46,468
Other Expenses---$22,262
Total Functional Expenses$0$0$0$5,922,617

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,922,617
Total Expenses per Audited Statements$5,922,617
Total Expenses per Form 990$5,922,617
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
Yes
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 portfolio accountant 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.”

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.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“J.d. Perry - 10139 glen arbor, baton rouge, la 70809. Luther mcdaniel - 112 governors point blvd, hendersonville, tn 37075. Greg kannady - po box 357, kingfisher, ok 73750. Burt landers - 309 greenbrier ave, shelbyville, tn 37160.”

Filing and Contact Details

Filer

Filer Name
Lifeway Christian Resources Post-
EIN
36-6913023
Phone
6152512000
Address
ONE LIFEWAY PLAZA, NASHVILLE, TN 37234

Signing Officer

Name
Christopher S Knight
Title
SVP, CLO & Corporate Secretary
Phone
6152512000
Signed
2021-04-30
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
Jeffrey Talley
Phone
6153774600
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPONSORING ORGANIZATION'S PORTFOLIO ACCOUNTANT 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.
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/ExplanationTxt3J.D. PERRY - 10139 GLEN ARBOR, BATON ROUGE, LA 70809. LUTHER MCDANIEL - 112 GOVERNORS POINT BLVD, HENDERSONVILLE, TN 37075. GREG KANNADY - PO BOX 357, KINGFISHER, OK 73750. BURT LANDERS - 309 GREENBRIER AVE, SHELBYVILLE, TN 37160.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01327471
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01327471
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037234
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER S KNIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP, CLO & CORPORATE SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06152512000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFEWAY CHRISTIAN RESOURCES POST-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREMENT BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1869
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ReturnHeader/PreparerPersonGrp/PhoneNum06153774600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TALLEY
ReturnHeader/ReturnTs02021-05-05T10:16:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$31,491,843
Liabilities
$59,325
Net assets
$31,432,518
Revenue
$1,327,471
Expenses
$5,922,617
Net income
-$4,595,146
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