EVERENCE ASSOCIATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EVERENCE ASSOCIATION INC (EIN 35-6059333)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-01
- IRS object ID
- 202233059349302113
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-01T14:09:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne St Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356059333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERENCE ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LISA J NUSSBAUM | InCareOfNm |
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 5745339511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 NORTH MAIN STREET | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA J NUSSBAUM | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5745339511 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRED | PersonFirstNm |
| Person Last | GINGERICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren R Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH D HOCHSTETLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 NORTH MAIN STREET | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $138,378,922 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.EVERENCE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | EVERENCE ASSOCIATION INC HELPS PEOPLE AND GROUPS INTEGRATE THEIR FINANCES WITH FAITH VALUES THROUGH ITS INSURANCE AND FINANCIAL SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 1151 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,041,256 | PYContributionsGrantsAmt |
| CY Contributions Grants | $982,858 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $67,669,428 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,193,609 | CYProgramServiceRevenueAmt |
| PY Investment Income | $561,991 | PYInvestmentIncomeAmt |
| CY Investment Income | -$700 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $69,272,675 | PYTotalRevenueAmt |
| CY Total Revenue | $69,175,767 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,207,734 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,262,692 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $42,651,858 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $45,643,756 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,083,665 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,182,247 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,239,678 | PYOtherExpensesAmt |
| CY Other Expenses | $12,653,537 | CYOtherExpensesAmt |
| PY Total Expenses | $66,182,935 | PYTotalExpensesAmt |
| CY Total Expenses | $69,742,232 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,089,740 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$566,465 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $417,280,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $407,395,698 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $303,673,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $292,639,371 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $113,606,955 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $114,756,327 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EVERENCE ASSOCIATION INC IS AN INDIANA DOMICILED FRATERNAL BENEFIT SOCIETY ORGANIZED TO PROVIDE LIFE, ANNUITY, ACCIDENT, AND HEALTH INSURANCE COVERAGE TO MEMBERS OF THE MENNONITE CHURCH AND RELATED ANABAPTIST INSTITUTIONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | EVERENCE ASSOCIATION INC HELPS INDIVIDUALS, ORGANIZATIONS, AND CONGREGATIONS INTEGRATE FINANCES WITH FAITH THROUGH A NATIONAL TEAM OF CONSULTANTS AND REPRESENTATIVES. EVERENCE OFFERS LIFE, ANNUITY, ACCIDENT, AND HEALTH INSURANCE COVERAGE TO MEMBERS OF THE MENNONITE CHURCH AND RELATED ANABAPTIST INSTITUTIONS. CONTINUED BELOW. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $2,518,823 | GrantAmt |
| Desc | CONTINUE TO ENHANCE CURRENT FRATERNAL GRANT PROGRAMS AND THEIR USAGE IN THE CONSTITUENCY. NUMBER OF GRANTS IN 2021 WAS 1,595. CONTINUE BUILDING A SUPPORT SYSTEM OF TRAINING, PROVIDING RESOURCES FOR, AND ENGAGING ACTIVE ADVOCATES (VOLUNTEERS). THERE WERE 1,152 ADVOCATES SERVING IN 2021. CONTINUED BELOW. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENCOURAGE STEWARDSHIP IN THE EVERENCE ASSOCIATION CONSTITUENCY. STEWARDSHIP EDUCATION INCLUDES STEWARDSHIP UNIVERSITY, SPEAKERS FOR WORKSHOPS AND RETREATS, AND EDUCATIONAL RESOURCES. IN 2021 THERE WERE 438 CHURCHES USING EDUCATIONAL MATERIALS OR SEMINARS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7641 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA J NUSSBAUM | PersonNm |
| Phone | 5745339511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 NORTH MAIN STREET | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46528 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| KENNETH D HOCHSTETLER | ||||||||
| PRESIDENT | 10.0 | 30.0 | Yes (X) | $0 | $385,019 | $52,934 | ||
| JAY KREADY | ||||||||
| FINANCIAL CONSULTANT | 0.0 | 40.0 | $0 | $316,012 | $54,988 | Yes (X) | ||
| GLEN KAUFFMAN | ||||||||
| FINANCIAL CONSULTANT | 0.0 | 40.0 | $0 | $286,758 | $45,313 | Yes (X) | ||
| AMANDA ROCK | ||||||||
| FINANCIAL CONSULTANT | 0.0 | 40.0 | $0 | $292,982 | $31,168 | Yes (X) | ||
| JAIME ALVAREZ | ||||||||
| SECRETARY | 10.0 | 40.0 | Yes (X) | $0 | $280,881 | $34,735 | ||
| RODNEY D DILLER | ||||||||
| VICE PRESIDENT | 20.0 | 40.0 | Yes (X) | $0 | $258,276 | $40,528 | ||
| JEFFREY GODSHALL | ||||||||
| FINANCIAL CONSULTANT | 0.0 | 40.0 | $0 | $262,547 | $35,596 | Yes (X) | ||
| STEVEN SCHROLL | ||||||||
| FINANCIAL CONSULTANT | 0.0 | 40.0 | $0 | $247,571 | $43,252 | Yes (X) | ||
| CHAD HORNING | ||||||||
| ASSISTANT TREASURER | 10.0 | 40.0 | Yes (X) | $0 | $218,334 | $33,443 | ||
| MATTHEW D GEHMAN | ||||||||
| ASSISTANT TREASURER | 0.0 | 40.0 | Yes (X) | $0 | $150,487 | $39,078 | ||
| MARLO J KAUFFMAN | ||||||||
| ASSISTANT SECREETARY | 10.0 | 40.0 | Yes (X) | $0 | $149,128 | $35,106 | ||
| PHILIP R ZIMMERMAN | ||||||||
| ASSISTANT SECRETARY | 10.0 | 40.0 | Yes (X) | $0 | $129,472 | $33,631 | ||
| LISA NUSSBAUM | ||||||||
| TREASURER | 2.0 | 40.0 | Yes (X) | $0 | $121,120 | $21,221 | ||
| JESSICA YODER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SANDRA VIELMAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DONNA VOTH | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| LAUREN GOOD | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SYLVIA PENNER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| PARIS BALL-MILLER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| NICOLE FRANCISCO BAILEY | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KATELYN LEICHTY | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KIRBY MILLER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JAMES MILLER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JAIME RODRIGUEZ | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| EMERSON LESHER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DJ MCFADDEN | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,098,587 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $500,993 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 75 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LANCASTER GENERAL HOSPITAL | |||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | HEALTH SERVICES | $890,088 |
| GOSHEN HOSPITAL ASSOCIATION | |||||
| 200 HIGH PARK AVENUE | GOSHEN | IN | 46526 | HEALTH SERVICES | $876,427 |
| GRAND VIEW HOSPITAL | |||||
| 700 LAWN AVENUE | SELLERSVILLE | PA | 18960 | HEALTH SERVICES | $862,897 |
| SENTARA RMH MEDICAL CENTER | |||||
| PO BOX 392 | HARRISONBURG | VA | 22801 | HEALTH SERVICES | $522,010 |
| ELKHART GENERAL HOSPITAL INC | |||||
| 615 N MICHIGAN ST | SOUTH BEND | IN | 46601 | HEALTH SERVICES | $351,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 44 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $982,858 | AllOtherContributionsAmt |
| Total Contributions | $982,858 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PREMIUM INCOME | 524298 | $52,812,037 | $52,812,037 |
| INVESTMENT INCOME | 524298 | $14,160,426 | $14,160,426 |
| FRANCHISE MANAGEMENT FEE | 524298 | $425,518 | $425,518 |
| FRATERNAL PROGRAM | 524298 | $406,718 | $406,718 |
| ADMINISTRATION REVENUE | 524298 | $307,460 | $307,460 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,450 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,193,609 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,202,455 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,203,155 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$700 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$700 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,175,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,192,909 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,390,442 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,250 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,643,756 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,745 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,897,452 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $891,119 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,804 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,127 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,375 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,306 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,084 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,125,198 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,599 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,517 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,897 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,551 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,284 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,250 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,234 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,851 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| STATE INSURANCE DEPT FEE | $117,904 |
| BUREAU AND ASSOCIATION DUES | $29,581 |
| MISCELLANEOUS LOSSES | $1,906 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,742,232 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,382,501 | BOYAmt |
| EOY | $7,722,676 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,339 | BOYAmt |
| EOY | $3,537 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,884 | BOYAmt |
| EOY | $45,449 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,346,378 | BOYAmt |
| EOY | $291,333,114 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,327,851 | BOYAmt |
| EOY | $105,169,598 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,153,470 | BOYAmt |
| EOY | $3,121,324 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,280,423 | BOYAmt |
| EOY | $407,395,698 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,129,715 | BOYAmt |
| EOY | $3,568,334 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,637,402 | BOYAmt |
| EOY | $1,658,294 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,906,351 | BOYAmt |
| EOY | $287,412,743 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,673,468 | BOYAmt |
| EOY | $292,639,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,606,955 | BOYAmt |
| EOY | $114,756,327 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,606,955 | BOYAmt |
| EOY | $114,756,327 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,280,423 | BOYAmt |
| EOY | $407,395,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$566,465 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,715,837 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MORTGAGE LOANS | $98,741,488 | F |
| POLICY LOANS | $5,874 | F |
| OTHER LONG-TERM INVESTMENTS | $6,422,236 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $105,169,598 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| LIFE AND ANNUITY RESERVES | $257,588,703 |
| ACCIDENT AND HEALTH RESERVES | $13,551,996 |
| DEPOSIT TYPE CONTRACTS | $2,616,082 |
| POLICY AND CONTRACT CLAIMS | $4,472,299 |
| ASSET VALUATION | $7,609,730 |
| INTEREST MAINTENANCE RESERVE | $1,573,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $287,412,743 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $67,589,776 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $67,589,776 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,077,084 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $508,907 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,585,991 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $69,175,767 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $68,343,788 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $68,343,788 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,077,084 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $321,360 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,398,444 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $69,742,232 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B | LOSS TRANSFERRED TO INTEREST MAINTENANCE RESERVE 187,547 ADMINISTRATIVE FEES 307,460 GAIN/LOSS ADJUSTMENT 13,900 TOTAL 508,907 |
| PART XII, LINE 4B | ADMINISTRATIVE FEES 307,460 GAIN/LOSS ADJUSTMENT 13,900 TOTAL 321,360 |
| PART IV, QUESTION 11F | ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | PASSIVE INVESTMENTS | $2,023,534 |
| East Asia and the Pacific | 0 | 0 | PASSIVE INVESTMENTS | $2,313,617 |
| Europe (Including Iceland and Greenland) | 0 | 0 | PASSIVE INVESTMENTS | $6,460,971 |
| North America | 0 | 0 | PASSIVE INVESTMENTS | $11,126,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $21,924,583 | SubtotalSpentAmt |
| Total Spent | $21,924,583 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT APPLICATION INFORMATION IS SUBMITTED TO EVERENCE ASSOCIATION FROM MENNONITE AND OTHER ANABAPTIST CHURCHES. DETAILED RECORDS ARE MAINTAINED ON ELIGIBILITY AND RECIPIENTS ON AN ANNUAL BASIS. INFORMATION IS KEPT FOR AT LEAST FIVE YEARS. FUNDS FOR SPECIFIC INDIVIDUALS ARE SENT TO THE CHURCHES. THE RECIPIENT CHURCH THEN MATCHES THE FUNDS AND FOLLOWS UP WITH THE INDIVIDUAL WHO RECEIVED THE FUNDS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| GREENCROFT GOSHEN INC | ||||||||
| 1225 GREENCROFT DRIVE PO BOX 819 | GOSHEN | IN | 46527 | 351270709 | 501(C)(3) | $6,000 | FMV | GRANTS & SPONSORSHIP |
| SOUTHERN MARKET LANCASTER | ||||||||
| 100 S QUEEN ST | LANCASTER | PA | 17603 | 231892383 | $10,000 | FMV | GRANTS & SPONSORSHIP | |
| MENNONITE WORLD CONFERENCE | ||||||||
| PO BOX 5364 | LANCASTER | PA | 17606 | 362956449 | 501(C)(3) | $30,000 | FMV | GRANTS & SPONSORSHIP |
| LACASA OF GOSHIN INC | ||||||||
| 202 N COTTAGE AVE | GOSHEN | IN | 46528 | 351554538 | 501(C)(3) | $6,800 | FMV | GRANTS & SPONSORSHIP |
| MENNONITE CHURCH USA | ||||||||
| 718 MAIN STREET | NEWTON | KS | 67114 | 352157800 | 501(C)(3) | $35,000 | FMV | GRANTS & SPONSORSHIP |
| LANDIS HOMES RETIREMENT COMMUNITY | ||||||||
| 1001 E OREGON RD | LITITZ | PA | 17543 | 232194364 | 501(C)(3) | $6,038 | FMV | GRANTS & SPONSORSHIP |
| MENNONITE CENTRAL COMMITTEE | ||||||||
| PO BOX 500 21 S 12TH ST | AKRON | PA | 17501 | 236002702 | 501(C)(3) | $20,501 | FMV | GRANTS & SPONSORSHIP |
| NAPPANEE MISSIONARY CHURCH | ||||||||
| PO BOX 110 70417 SR 19 N | NAPPANEE | ID | 46550 | 310994913 | 501(C)(3) | $8,483 | FMV | GRANTS & SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COLLEGE SCHOLARSHIPS TO STUDENTS | 45 | $49,000 |
| SHARING FUND GRANTS | 1595 | $819,000 |
| WILL PREPARATION GRANTS | 84 | $4,250 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT APPLICATION INFORMATION IS SUBMITTED TO EVERENCE ASSOCIATION FROM MENNONITE CHURCHES AS WELL AS OTHER ANABAPTIST CHURCHES. DETAILED RECORDS ARE MAINTAINED ON ELIGIBILITY AND RECIPIENTS ON AN ANNUAL BASIS. INFORMATION IS KEPT FOR AT LEAST FIVE YEARS. FUNDS FOR SPECIFIC INDIVIDUALS ARE SENT TO THE CHURCHES. THE RECIPIENT CHURCH THEN MATCHES THE FUNDS AND FOLLOWS UP WITH THE INDIVIDUAL WHO RECEIVED THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| KENNETH D HOCHSTETLER | ||||||
| PRESIDENT | $294,698 | $78,750 | $11,571 | $28,912 | $24,022 | $437,953 |
| CHAD HORNING | ||||||
| ASSISTANT TREASURER | $173,226 | $43,050 | $2,058 | $16,680 | $16,763 | $251,777 |
| RODNEY D DILLER | ||||||
| VICE PRESIDENT | $201,803 | $51,713 | $4,760 | $19,597 | $20,931 | $298,804 |
| JAIME ALVAREZ | ||||||
| SECRETARY | $223,256 | $56,437 | $1,188 | $21,390 | $13,345 | $315,616 |
| MARLO J KAUFFMAN | ||||||
| ASSISTANT SECREETARY | $119,944 | $25,681 | $3,503 | $12,168 | $22,938 | $184,234 |
| PHILIP R ZIMMERMAN | ||||||
| ASSISTANT SECRETARY | $104,112 | $22,281 | $3,079 | $10,551 | $23,080 | $163,103 |
| MATTHEW D GEHMAN | ||||||
| ASSISTANT TREASURER | $150,487 | $12,559 | $26,519 | $189,565 | ||
| GLEN KAUFFMAN | ||||||
| FINANCIAL CONSULTANT | $254,017 | $28,853 | $3,888 | $24,680 | $20,633 | $332,071 |
| STEVEN SCHROLL | ||||||
| FINANCIAL CONSULTANT | $166,474 | $79,000 | $2,097 | $16,733 | $26,519 | $290,823 |
| JAY KREADY | ||||||
| FINANCIAL CONSULTANT | $271,752 | $41,277 | $2,983 | $26,749 | $28,239 | $371,000 |
| AMANDA ROCK | ||||||
| FINANCIAL CONSULTANT | $244,189 | $46,194 | $2,599 | $23,401 | $7,767 | $324,150 |
| JEFFREY GODSHALL | ||||||
| FINANCIAL CONSULTANT | $240,331 | $19,676 | $2,540 | $22,972 | $12,624 | $298,143 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J PART I | FormAndLineReferenceDesc |
| Explanation | LINE 3: COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS WAS PAID BY A RELATED ORGANIZATION. EVERENCE ASSOCIATION, INC. RELIED ON THE RELATED ORGANIZATION, WHICH USED SEVERAL OF THE METHODS DESCRIBED ON LINE 3, TO ESTABLISH TOP MANAGEMENT OFFICIAL COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA ALVAREZ WAUGH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER | RelationshipDescriptionTxt |
| Transaction | $100,745 | TransactionAmt |
| Transaction | SALARY | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 12 | THE FINANCIAL STATEMENTS ARE PREPARED USING ACCOUNTING PRACTICES PRESCRIBED OR PERMITTED BY THE INDIANA DEPARTMENT OF INSURANCE, WHOSE PRACTICES DIFFER FROM ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. |
| FORM 990, PART VI, SECTION A, LINE 6 & 7 | EVERENCE ASSOCIATION HAS ONLY ONE CLASS OF MEMBERSHIP. THE SOLE DECISION-MAKING POWER OF A MEMBER IS TO ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED THE AUTHORITY TO REVIEW AND APPROVE THE FORM 990 TO THE AUDIT COMMITTEE. FOLLOWING A DETAILED REVIEW BY THE CONTROLLER, A COPY OF THE FORM 990 AND ITS RELATED SCHEDULES IS PROVIDED TO THE AUDIT COMMITTEE VIA EMAIL. THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND RELATED SCHEDULES AND PROVIDES FEEDBACK. AN INDEPENDENT CPA FIRM ALSO REVIEWS THE FORM 990 PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERENCE SERVICES LLC, A RELATED ORGANIZATION OF EVERENCE ASSOCIATION, EMPLOYS A GENERAL COUNSEL WHO IS RESPONSIBLE FOR DAY-TO-DAY COMPLIANCE OVERSIGHT. DESIGNATED STAFF AND THE GENERAL COUNSEL ARE RESPONSIBLE FOR REVIEWING APPLICABLE LAWS AND REGULATIONS AND ASSURING FULL IMPLEMENTATION OF AND COMPLIANCE WITH SUCH. POLICIES AND PROCEDURES ARE REVIEWED ON A REGULAR BASIS. THE BOARD OF DIRECTORS AND OFFICERS SIGN A CONFLICT OF INTEREST STATEMENT BI-ANNUALLY. ALL CONFLICTS OF INTEREST ARE EXPECTED TO BE DISCLOSED. IF THERE IS A CONFLICT OF INTEREST WITH A CODE OF CONDUCT, A WHISTLEBLOWER POLICY IS IN PLACE AND THERE IS A WHISTLEBLOWER HOTLINE TO CALL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF EXECUTIVE COMPENSATION. THE LAST REVIEW WAS PERFORMED IN 2021. GOALS AND OBJECTIVES ARE SET FORTH ANNUALLY AND REVIEWED DURING THIS PROCESS. ADDITIONALLY, PERIODIC COMPARISONS TO SIMILAR FOR-PROFIT AND NOT-FOR-PROFIT ENTITIES ARE EXAMINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | OUR GOVERNING DOCUMENTS ARE KEPT ON FILE AND ARE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY INFORMATION IS AVAILABLE UPON REQUEST. SUMMARIZED FINANCIAL INFORMATION FOR ALL EVERENCE ENTITIES IS PUBLISHED IN A REPORT TO THE MEMBERS. THIS REPORT INFORMS THE MEMBERS THEY MAY REQUEST THE AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART IX, LINE 4 | ACCIDENT AND HEALTH 32,573,359 LIFE AND ANNUITY 24,043,417 INTEREST & ADJUSTMENT TO CD CONTRACT FUND 76,535 SUPPLEMENTARY CONTRACTS 958,394 NET TOTAL OF INCREASE IN ACCIDENT & HEALTH 160,951 LIFE AND ANNUITY RESERVES (11,559,412) DECREASE IN SUPPLEMENTARY CONTRACTS RESERVES (609,482) REFUNDS TO MEMBERS (6) TOTALS $45,643,756 |
| FORM 990, PART XI, LINE 9 | CHANGE IN ADMITTED INVESTMENT CARRYING AMOUNTS 7,411,893 CHANGE IN ASSET VALUATION RESERVE (219,570) CHANGE IN NONADMITTED ASSETS (5,292,147) GAIN TRANSFERRED TO INTEREST MAINTENANCE RESERVE (187,547) OTHER CHANGES IN SURPLUS 3,208 OTHER CHANGES IN NET ASSETS OR FUND BALANCES = 1,715,837 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:DEFERRED PREMIUMS TOTAL FEES:-115 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MMAD AGENCY COMMISSION EXPENSE TOTAL FEES:2268420 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER SERVICE FEES TOTAL FEES:4856893 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE EVERENCE FOUNDATION | ||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 356031936 | PUBLIC FDN | IN | 501(C)(3) | 7 | NA | Yes (true) |
| MENNONITE CHURCH USA | ||||||||||
| 1601 W BEARDSLEY | ELKHART | IN | 46515 | 352147800 | CHURCH | IN | 501(C)(3) | 1 | NA | false |
| MENNONITE CHURCH BUILDINGS INC | ||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 356031937 | REAL ESTATE | IN | 501(C)(3) | 11A | NA | Yes (true) |
| MENNONITE HEALTH ASSOCIATION | ||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 311043978 | DORMANT | IN | 501(C)(3) | EVRNCE ASSOC | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EVERENCE SERVICES LLC | ||||||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 351962055 | PAYMASTER | IN | NA | RELATED | $1,413,595 | $11,922,409 | false | $0 | false | 0.45936 |
| MMATCO LLP | ||||||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 352140530 | FIDUCIARY | IN | NA | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EVERENCE INSURANCE COMPANY | ||||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 351698689 | INSURANCE | IN | EVRNCE HOLDINGS | C CORP | Yes (true) | |||
| EVERENCE TRUST COMPANY | ||||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 352140529 | TRUST COMPANY | IN | EVRNCE HOLDINGS | C CORP | Yes (true) | |||
| EVERENCE CAPITAL MANAGEMENT INC | ||||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 356038806 | INVESTMENTS | IN | EVRNCE HOLDINGS | C CORP | Yes (true) | |||
| MMA DISTRIBUTION INC | ||||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 263734503 | COMMISSION SRV | IN | EVRNCE HOLDINGS | C CORP | Yes (true) | |||
| EVERENCE REAL ESTATE HOLDINGS INC | ||||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 352471296 | REAL ESTATE | IN | EVRNCE HOLDINGS | C CORP | Yes (true) | |||
| EVERENCE HOLDINGS INC | ||||||||||||
| 1110 N MAIN ST | GOSHEN | IN | 46528 | 263734671 | HOLDINGS | IN | EVERENCE ASSOC | C CORP | Yes (true) | $66,956,163 | $32,384,781 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MENNONITE CHURCH BUILDINGS INC | ||
| A | $120,768 | FMV |
| THE EVERENCE FOUNDATION | ||
| B | $500,000 | FMV |
| EVERENCE TRUST COMPANY | ||
| B | $160,000 | FMV |
| MMA DISTRIBUTION INC | ||
| B | $743,869 | FMV |
| EVERENCE FEDERAL CREDIT UNION | ||
| B | $450,200 | FMV |
| EVERENCE CAPITAL MANAGEMENT INC | ||
| C | $1,000,000 | FMV |
| MENNONITE CHURCH BUILDINGS INC | ||
| D | $4,653,607 | FMV |
| EVERENCE FEDERAL CREDIT UNION | ||
| D | $6,800,000 | FMV |
| MENNONITE CHURCH BUILDINGS INC | ||
| K | $426,493 | FMV |
| MMA DISTRIBUTION INC | ||
| M | $2,908,567 | FMV |
| EVERENCE SERVICES LLC | ||
| O | $7,756,466 | FMV |
| EVERENCE SERVICES LLC | ||
| P | $4,827,187 | FMV |
| EVERENCE CAPITAL MANAGEMENT INC | ||
| S | $123,109 | FMV |
| EVERENCE TRUST COMPANY | ||
| S | $91,281 | FMV |
| MMA DISTRIBUTION INC | ||
| S | $147,893 | FMV |
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