Civic Intelligence

Funding Reserve Trust for Post-Retirement Clergy Benefit Pla

EIN 88-4049499 • 501(c)3 • Macon, GA

RevokedPub. 78 Eligible

Profile

The Trust's purpose is to receive and hold contributions from the South Georgia Annual Conference for the Clergy Benefit Plans, and to distribute the same to the Plans.

Revocation date: May 15, 2025

735 Pierce AveMacon, GA 31204

n/A

Siviq Scores

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

Liabilities / Assets

79th percentile

0.61x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

13.31x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

$26,132,992

No earlier filing loaded for comparison.

Liabilities

$16,019,177

No earlier filing loaded for comparison.

Net Assets

$10,113,815

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue97th percentileNet Margin86th percentile

Revenue

$1,203,407

No earlier filing loaded for comparison.

Expenses

$726,482

No earlier filing loaded for comparison.

Net Income

$476,925

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2024: $26,132,992Liabilities 2024: $16,019,177Net Assets 2024: $10,113,8152024

Highlighted filing

2024

Assets$26,132,992
Liabilities$16,019,177
Net Assets$10,113,815
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Revenue 2024: $1,203,407Expenses 2024: $726,482Net Income 2024: $476,9252024

Highlighted filing

2024

Revenue$1,203,407
Expenses$726,482
Net Income$476,925
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,132,992
Liabilities
$16,019,177
Net assets
$10,113,815
Revenue
$1,203,407
Expenses
$726,482
Net income
$476,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.1$16.0$10.1$1.20$0.73$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$7,474,670
Mission and Program Overview

Mission

The Trust's purpose is to receive and hold contributions from the South Georgia Annual Conference for the Clergy Benefit Plans, and to distribute the same to the Plans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,578,709$25,370,931▲ $792,222
Cash and Non-Interest-Bearing Accounts$442,828$747,078▲ $304,250
Accounts Receivable$55,766$14,983▼ $40,783
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$25,077,303$26,132,992▲ $1,055,689
Other Assets Total-$0-
Liabilities
Other Liabilities$15,659,887$15,659,887→ $0
Accounts Payable and Accrued Expenses$512,629$359,290▼ $153,339
Total Liabilities$16,172,516$16,019,177▼ $153,339
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,904,787$10,113,815▲ $1,209,028
Total Net Assets Fund Balance$8,904,787$10,113,815▲ $1,209,028
Total Liabilities and Net Assets / Fund Balance$25,077,303$26,132,992▲ $1,055,689
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Harley LawsonPresident
Bill LychtVice President
Cater ThompsonTrustee
Connie FlanniganTrustee
Derek McAleerTrustee
Eleanor DicksonTrustee
John RayTrustee
Lauren LanterTrustee
Marcus TrippTrustee
Michael CulbrethTrustee
Michele Crawford-McKayTrustee
Patsy ThomasTrustee
Reggie WilliamsTrustee
Roy WhiteTrustee
Stephen WebbTrustee
Sue HiersTrustee
Scott HaganSecretary
Allison BergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$69,819
Program Service Revenue
$0
Investment Income
$1,133,588
Other Revenue
$0
All Other Contributions
$69,819
Change in Net Assets
$476,925

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,203,407
Revenue Not Reported on Form 990
$732,103
Total Revenue per Audited Statements
$1,935,510
Total Revenue per Form 990
$1,203,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$726,482
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
Other Expenses$166,936--$166,936
Fees for Services Accounting-$30,000-$30,000
Fees for Services Management-$10,011-$10,011
Fees for Services Other-$8,631-$8,631
Total Functional Expenses$677,840$48,642$0$726,482

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$726,482
Total Expenses per Audited Statements$726,482
Total Expenses per Form 990$726,482
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Post-retirement benefit obligation$15,659,887
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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

“The CPA firm engaged to complete the form provides to the Treasurer and Trustee Officers for review.”

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

“Policy is monitored by Trustees. Trustees sign disclosure each year.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Funding Reserve Trust for
EIN
88-4049499
Phone
4787380048
Address
735 Pierce Ave, Macon, GA 31204

Signing Officer

Name
Allison Berg
Title
Treasurer
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison Berg
Formed
2022
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
CLH CPAs LLC
Address
468 S HOUSTON LAKE RD, WARNER ROBINS, GA 31088
Preparer
J Russell Lipford Jr
Phone
4789530125
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt025370931
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IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06271263
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0The Trust's purpose is to receive and hold contributions from the South Georgia Annual Conference for the Clergy Benefit Plans, and to distribute the same to the Plans.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08904787
IRS990/NetAssetsOrFundBalancesEOYAmt010113815
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IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/ProgramServicesAmt1166936
IRS990/OtherExpensesGrp/TotalAmt0510904
IRS990/OtherExpensesGrp/TotalAmt1166936
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IRS990/OtherLiabilitiesGrp/EOYAmt015659887
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0Allison Berg
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IRS990/PYContributionsGrantsAmt0127453
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Trustees of the Funding Reserve Trust are also directors of the South Georgia Conference of the United Methodist Church's Board of Pension and Health Benefits.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1South Georgia Conference of the United Methodist Church - the activity of maintaining the retirement insurance plans for the South Georgia Conference of the United Methodist Church (the Conference) furthers the exempt purpose of the organization by relieving the Conference from the day-to-day burden of maintaining these plans for their clergy and lay staff members and ensuring the continuity and solvency of the plans throughout the remaining lives of the clergy and lay staff members identified in the plans.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The retirement insurance plans being maintained by the Funding Reserve Trust were previously administered by the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2b: Reasons For The Organization's Position
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0South Georgia Conference of the UMC
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/RevenueNotReportedAmt0732103
IRS990ScheduleD/RevenueSubtotalAmt01203407
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