EVERENCE ASSOCIATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EVERENCE ASSOCIATION INC (EIN 35-6059333)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-12
- IRS object ID
- 201202869349301250
- Schema version
- 2011v1.3
- 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
- Form 990
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-12T15:33:05-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356059333 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERENCE ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % GEORGE MERRYMAN | InCareOfName |
| Name Control | EVER | NameControl |
| Phone | 5745339511 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 NORTH MAIN STREET | AddressLine1 |
| Address Line2 | PO BOX 483 | AddressLine2 |
| City | GOSHEN | City |
| State | IN | State |
| ZIP Code | 46528 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE MERRYMAN | Name |
| Title | CONTROLLER | Title |
| Date Signed | 2012-06-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joyce A Dulworth | Name |
| Phone | 2604604000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LARRY D MILLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 NORTH MAIN ST PO BOX 483 | AddressLine1 |
| City | GOSHEN | City |
| State | IN | State |
| ZIP Code | 46528 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 156977592 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.EVERENCE.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | EVERENCE ASSOCIATION INC HELPS PEOPLE AND GROUPS INTEGRATE THEIR FINANCES WITH FAITH VALUES THROUGH ITS INSURANCE AND FINANCIAL SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 52 | TotalNbrEmployees |
| Total Nbr Volunteers | 1533 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -13135 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 301054 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 555863 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 94997593 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 86718370 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1706956 | InvestmentIncomePriorYear |
| Investment Income Current Year | 335291 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1047137 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1101553 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 98052740 | TotalRevenuePriorYear |
| Total Revenue Current Year | 88711077 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1834428 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1502056 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 72968392 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 65305425 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7568791 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5261269 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8476097 | OtherExpensePriorYear |
| Other Expenses Current Year | 9615794 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 90847708 | TotalExpensesPriorYear |
| Total Expenses Current Year | 81684544 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7205032 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7026533 | RevenuesLessExpensesCY |
| Total Assets BOY | 381924709 | TotalAssetsBOY |
| Total Assets EOY | 384977592 | TotalAssetsEOY |
| Total Liabilities BOY | 303778388 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 307634813 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 78146321 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 77342779 | NetAssetsOrFundBalancesEOY |
| Mission Description | EVERENCE ASSOCIATION INC IS AN INDIANA DOMICILED FRATERNAL BENEFIT SOCIETY ORGANIZED TO PROVIDE LIFE, ANNUITY AND ACCIDENT AND HEALTH INSURANCE COVERAGE TO MEMBERS OF THE MENNONITE CHURCH AND RELATED ANABAPTIST INSTITUTIONS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | Everence ASSOCIATION INC helps individuals, organizations and congregations integrate finances with faith through a national team of advisors and representatives. Everence offers LIFE, ANNUITY AND ACCIDENT AND HEALTH INSURANCE COVERAGE TO MEMBERS OF THE MENNONITE CHURCH AND RELATED ANABAPTIST INSTITUTIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTINUE TO ENHANCE CURRENT FRATERNAL GRANT PROGRAMS AND THEIR USAGE IN THE CONSTITUENCY. NUMBER OF GRANTS IN 2011 WAS 2,367. CONTINUE BUILDING A SUPPORT SYSTEM OF TRAINING, PROVIDING RESOURCES FOR, AND ENGAGING ACTIVE ADVOCATES (VOLUNTEERS). THERE WERE 1,520 ADVOCATES SERVING IN 2011. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENCOURAGE STEWARDSHIP IN THE EVERENCE ASSOCIATION CONSTITUENCY. STEWARDSHIP EDUCATION INCLUDES STEWARDSHIP UNIVERSITY, SPEAKERS FOR WORKSHOPS AND RETREATS, AND EDUCATIONAL RESOURCES. IN 2011, THERE WERE 734 CHURCHES USING EDUCATIONAL MATERIALS OR SEMINARS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7894 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 52 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GEORGE MERRYMAN | NamePerson |
| Telephone Number | 5745339511 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 NORTH MAIN STREET PO BOX 483 | AddressLine1 |
| City | GOSHEN | City |
| State | IN | State |
| ZIP Code | 46528 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| NATALIE FRANCISCO | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| LARRY NIKKEL | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| ANDREW EVERSOLE | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| D DUANE OSWALD | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| STEPHEN M LANE | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| PAUL QUIRING | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| PAT SWARTZENDRUBER | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| LAVERN YUTZY | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| JENNIFER LANDIS | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DJ MCFADDEN III | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| SANDRA VIELMAN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| J DAVID VON GUNTEN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DONNA VOTH | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| SIDNEY A RICHARD | |||||||
| ASST. VICE PRESIDENT | 30.0 | 0 | 116651 | 24821 | X | ||
| MARLO J KAUFFMAN | |||||||
| ASST. SECRETARY | 10.0 | 0 | 93758 | 22836 | X | ||
| PHILIP R ZIMMERMAN | |||||||
| ASST. SECRETARY | 10.0 | 0 | 91866 | 20778 | X | ||
| MELVIN L CLAASSEN | |||||||
| TREASURER | 10.0 | 0 | 158613 | 24541 | X | ||
| DELMAR K KING | |||||||
| ASST. TREASURER | 30.0 | 0 | 125597 | 20646 | X | ||
| LARRY D MILLER | |||||||
| PRESIDENT | 10.0 | 0 | 206804 | 27495 | X | ||
| GEORGE F MERRYMAN | |||||||
| ASST. TREASURER | 2.0 | 0 | 104539 | 8123 | X | ||
| RODNEY D DILLER | |||||||
| VICE PRESIDENT | 5.0 | 0 | 159416 | 26073 | X | ||
| JAIME ALVAREZ | |||||||
| SECRETARY | 5.0 | 0 | 158644 | 22130 | X | ||
| DAVID C GAUTSCHE | |||||||
| ASST. VICE PRESIDENT | 10.0 | 0 | 159660 | 29001 | X | ||
| GARY S REDIGER | |||||||
| FINANCIAL ADVISOR | 0.0 | 0 | 148956 | 23645 | X | ||
| STEVEN R HERENDEEN | |||||||
| FINANCIAL ADVISOR | 0.0 | 0 | 142210 | 21299 | X | ||
| W LEE SHERTZER | |||||||
| FINANCIAL ADVISOR | 0.0 | 0 | 281418 | 30285 | X | ||
| CLAIR H SAUDER | |||||||
| FINANCIAL ADVISOR | 0.0 | 0 | 153651 | 16879 | X | ||
| C DOUGLAS UMBLE | |||||||
| FINANCIAL ADVISOR | 0.0 | 0 | 147970 | 21232 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2249753 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 339784 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LANCASTER GENERAL HOSPITAL | |||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | HEALTH SERVICES | 1190653 |
| GOSHEN GENERAL HOSPITAL | |||||
| 200 HIGH PARK AVENUE | GOSHEN | IN | 46526 | HEALTH SERVICES | 1142749 |
| ROCKINGHAM MEMORIAL HOSPITAL | |||||
| 235 CANTRELL AVENUE | HARRISONBURG | VA | 22801 | HEALTH SERVICES | 811554 |
| CAREMARK THERAPEUTIC SERVICES | |||||
| DEPT 6175 | LOS ANGELES | CA | 900886175 | HEALTH SERVICES | 1007875 |
| MS HERSHEY MEDICAL CENTER | |||||
| PO BOX 856 | HERSHEY | PA | 17033 | HEALTH SERVICES | 810084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 86 | NumberOfContractorsGT100K |
| All Other Contributions | 555863 | AllOtherContributions |
| Total Contributions | 555863 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PREMIUM INCOME | 524298 | 68041867 | 68041867 |
| INVESTMENT INCOME | 524298 | 18676503 | 18676503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 86718370 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 68601806 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 68266515 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 335291 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 335291 | TotalRevenueColumn |
| Related Or Exempt Function Income | 335291 | RelatedOrExemptFunctionIncome |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMINISTRATION REVENUE | 524298 | 659408 | 659408 |
| FRATERNAL PROGRAM | 524298 | 322403 | 322403 |
| COMMISSION INCOME | 524298 | 55616 | 55616 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64126 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25108 | RelatedOrExemptFunctionIncome |
| Exclusion | $39,018 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1101553 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88711077 | TotalRevenueColumn |
| Related Or Exempt Function Income | 88116196 | RelatedOrExemptFunctionIncome |
| Exclusion | $39,018 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1277996 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224060 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65305425 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3836171 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 911538 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87319 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426241 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56595 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138741 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743674 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5839040 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86959 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 798950 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 612773 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392283 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157096 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1720 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95930 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116450 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| STATE INSURANCE DEPT FEE | 510232 |
| BUREAU AND ASSOCIATION DUES | 44703 |
| MISCELLANEOUS LOSSES | 20648 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81684544 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7672149 | BOY |
| EOY | 6985866 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 586498 | BOY |
| EOY | 456553 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58917 | BOY |
| EOY | 41340 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299891009 | BOY |
| EOY | 309081152 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68761747 | BOY |
| EOY | 63318109 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4954389 | BOY |
| EOY | 5094572 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 381924709 | BOY |
| EOY | 384977592 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2132086 | BOY |
| EOY | 3798553 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4682808 | BOY |
| EOY | 4360274 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1070000 | BOY |
| EOY | 1070000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295893494 | BOY |
| EOY | 298405986 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303778388 | BOY |
| EOY | 307634813 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78146321 | BOY |
| EOY | 77342779 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78146321 | BOY |
| EOY | 77342779 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 381924709 | BOY |
| EOY | 384977592 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7026533 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7830075 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings |
Investments Program Related InvestmentsProgramRelated (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MORTGAGE LOANS | 63003621 | F |
| POLICY LOANS | 5874 | F |
| OTHER LONG-TERM INVESTMENTS | 308614 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 63318109 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIFE AND ANNUITY RESERVES | $268,648,180 |
| ACCIDENT AND HEALTH RESERVES | $12,012,691 |
| DEPOSIT TYPE CONTRACTS | $5,040,222 |
| POLICY AND CONTRACT CLAIMS | $8,187,595 |
| ASSET VALUATION | $2,658,936 |
| INTEREST MAINTENANCE RESERVE | $1,858,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 298405986 | TotalOfAmounts |
| Total Revenue | 88711077 | TotalRevenue |
| Total Expenses | 81684544 | TotalExpenses |
| Excess Or Deficit For Year | 7026533 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 7026533 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 86883958 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 86883958 | RevenueSubtotal |
| Other Revenues Not Included | 1827119 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1827119 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 88711077 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 80234945 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 80234945 | ExpensesSubtotal |
| Other Expenses Not Included | 1449599 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1449599 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 81684544 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION | PART XII, LINE 4B | OTHER: ADMINISTRATIVE FEES + 659,408 INVESTMENT EXPENSES + 743,673 GAIN TRANSFERRED TO IMR + 377,520 LOSS ADJUSTMENT + 7,500 UNRELATED BUSINESS INCOME REFUND + 39,018 TOTAL $1,827,119 |
| RECONCILIATION | PART XIII, LINE 4B | OTHER: ADMINISTRATIVE FEES + 659,408 INVESTMENT EXPENSES + 743,673 LOSS ADJUSTMENT + 7,500 UNRELATED BUSINESS INCOME REFUND + 39,018 TOTAL $1,449,599 |
| FIN 48 FOOTNOTE | PART IV, QUESTION 11F | 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
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| North America | Investments | 2974411 |
| Europe (Including Iceland and Greenland) | Investments | 2535745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 5510156 | SubtotalAmountSpent |
| Total Amount Spent | 5510156 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENNONITE CHURCH USA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 347 | AddressLine1 |
| City | NEWTON | City |
| State | KS | State |
| ZIP Code | 67114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 352157800 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 250353 | AmountOfCashGrant |
| Purpose Of Grant | GRANTS & SPONSORSHIP | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GENERAL INFORMATION ON GRANTS AND ASSISTANCE | Identifier |
| Return Reference | SCHEDULE I PART I QUESTION 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MELVIN L CLAASSEN | |||||||||||||
| 0 | 141360 | 0 | 15400 | 0 | 1853 | 0 | 11790 | 0 | 12751 | 0 | 183154 | 0 | 0 |
| LARRY D MILLER | |||||||||||||
| 0 | 181679 | 0 | 20405 | 0 | 4720 | 0 | 14961 | 0 | 12534 | 0 | 234299 | 0 | 0 |
| RODNEY D DILLER | |||||||||||||
| 0 | 140561 | 0 | 15400 | 0 | 3455 | 0 | 11827 | 0 | 14246 | 0 | 185489 | 0 | 0 |
| JAIME ALVAREZ | |||||||||||||
| 0 | 142829 | 0 | 14850 | 0 | 965 | 0 | 11616 | 0 | 10514 | 0 | 180774 | 0 | 0 |
| DAVID C GAUTSCHE | |||||||||||||
| 0 | 141975 | 0 | 15650 | 0 | 2035 | 0 | 11818 | 0 | 17183 | 0 | 188661 | 0 | 0 |
| GARY S REDIGER | |||||||||||||
| 0 | 117001 | 0 | 29669 | 0 | 2286 | 0 | 10371 | 0 | 13274 | 0 | 172601 | 0 | 0 |
| STEVEN R HERENDEEN | |||||||||||||
| 0 | 113433 | 0 | 28002 | 0 | 775 | 0 | 9665 | 0 | 11634 | 0 | 163509 | 0 | 0 |
| W LEE SHERTZER | |||||||||||||
| 0 | 253003 | 0 | 28145 | 0 | 270 | 0 | 16826 | 0 | 13459 | 0 | 311703 | 0 | 0 |
| CLAIR H SAUDER | |||||||||||||
| 0 | 123273 | 0 | 29190 | 0 | 1188 | 0 | 8300 | 0 | 8579 | 0 | 170530 | 0 | 0 |
| C DOUGLAS UMBLE | |||||||||||||
| 0 | 118300 | 0 | 29190 | 0 | 480 | 0 | 8051 | 0 | 13181 | 0 | 169202 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JEFFREY CLAASSEN | |||
| FAMILY MEMBER TO OFFICER | 67820 | SALARY | false |
| MMA DISTRIBUTION INC | |||
| AFFILIATE-COMMON OFFICERS | 3850000 | SEE SCHEDULE R FOR DETAILS | false |
| MENNONITE CHURCH BUILDINGS INC | |||
| AFFILIATE-COMMON OFFICERS | 5553002 | SEE SCHEDULE R FOR DETAILS | false |
| EVERENCE COMMUNITY INVESTMENTS INC | |||
| AFFILIATE-COMMON OFFICERS | 1700000 | SEE SCHEDULE R FOR DETAILS | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L PART IV | ReturnReference |
| Explanation | JEFFREY CLAASSEN IS DISCLOSED AS AN INTERESTED PERSON DUE TO HIS FAMILY RELATIONSHIP WITH MELVIN L CLAASSEN, OFFICER OF EVERENCE ASSOCIATION INC PAID UNDER THE COMMON PAYMASTER RULES BY A RELATED ORGANIZATION. NEITHER PERSON HAS OWNERSHIP INTEREST IN THE FILING ORGANIZATION NOR OF RELATED ORGANIZATIONS. ADDITIONALLY, TRANSACTIONS WITH RELATED ORGANIZATIONS ARE DISCLOSED TO BE IN COMPLIANCE WITH IRS PRESCRIBED INSTRUCTIONS. PER THE FORM 990 INSTRUCTIONS, TRANSACTIONS BETWEEN ENTITIES WITH COMMON OFFICERS SHOULD BE DISCLOSED ON SCHEDULE L PART IV. THE TRANSACTIONS LISTED IN PART IV ARE DISCLOSED ONLY DUE TO COMMON OFFICER RELATIONSHIP AND NOT DUE TO OWNERSHIP BY INTERESTED PERSONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (19 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART IV | PAGE 3 QUESTION 12: | THE FINANCIAL STATEMENTS ARE PREPARED USING ACCOUNTING PRACTICES PRESCRIBED OR PERMITTED BY THE INDIANA DEPARTMENT OF INSURANCE, WHICH PRACTICES DIFFER FROM ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. |
| GOVERNANCE, MANAGEMENT, & DISCLOSURE | FORM 990 PART VI | LINE 6 & 7: EVERENCE ASSOCIATION INC HAS ONLY ONE CLASS OF MEMBERSHIP. THE SOLE DECISION-MAKING POWER OF A MEMBER IS TO ELECT THE BOARD OF DIRECTORS. LINE 11B: THE FORM 990 IS REVIEWED BY AN INDEPENDENT CPA FIRM AND SENT VIA E-MAIL TO THE AUDIT COMMITTEE FOR THEIR APPROVAL BEFORE IT IS FILED. THE AUDIT COMMITTEE THOROUGHLY REVIEWS THE 990 AND IS GIVEN THE OPPORTUNITY TO ASK QUESTIONS OR MAKE SUGGESTIONS WHICH MAY LEAD TO CHANGES TO THE 990 BEFORE IT IS FILED. IF AFTER TEN (10) DAYS THE AUDIT COMMITTEE HAS NOT HAD ANY QUESTIONS OR MADE ANY SUGGESTIONS, THE 990 IS CONSIDERED APPROVED BY THE AUDIT COMMITTEE. LINE 12C: A QUESTIONNAIRE IS SENT OUT ANNUALLY TO ALL OFFICERS, DIRECTORS, OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE PERSONAL AND BUSINESS RELATIONSHIPS. THE QUESTIONNAIRES ARE REVIEWED ANNUALLY. IF A CONFLICT EXISTS, RESTRICTIONS WILL BE IMPOSED ON PERSONS WITH A CONFLICT SUCH AS PROHIBITING THEM FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. LINE 15A: THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW OF EXECUTIVE COMPENSATION. THE LAST REVIEW WAS PERFORMED IN 2011. 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. 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 MEMBER THEY MAY REQUEST THE AUDITED FINANCIAL STATEMENTS. |
| PART IX | LINE 4 | ACCIDENT AND HEALTH 41,611,348 LIFE AND ANNUITY 19,437,462 INTEREST & ADJUSTMENT TO CD CONTRACT FUND 165,180 SUPPLEMENTARY CONTRACTS 1,510,976 NET TOTAL OF INCREASE IN ACCIDENT & HEALTH 395,021 LIFE AND ANNUITY RESERVES 2,430,344 INCREASE IN SUPPLEMENTARY CONTRACTS RESERVES -260,322 REFUNDS TO MEMBERS -17,584 TOTALS 65,305,425 |
| RECONCILIATION | FORM 990, PART XI | LINE 5: CHANGE IN ADMITTED INVESTMENT CARRYING AMOUNTS (5,043,456) CHANGE IN ASSET VALUATION RESERVE (342,284) CHANGE IN NONADMITTED ASSETS (2,066,815) GAIN TRANSFERRED TO IMR (377,520) OTHER CHANGES IN NET ASSETS OR FUND BALANCES =(7,830,075) |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:SIDNEY A RICHARD TITLE:ASST. VICE PRESIDENT HOURS:10 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MARLO J KAUFFMAN TITLE:ASST. SECRETARY HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:PHILIP R ZIMMERMAN TITLE:ASST. SECRETARY HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MELVIN L CLAASSEN TITLE:TREASURER HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DELMAR K KING TITLE:ASST. TREASURER HOURS:10 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LARRY D MILLER TITLE:PRESIDENT HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:GEORGE F MERRYMAN TITLE:ASST. TREASURER HOURS:38 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RODNEY D DILLER TITLE:VICE PRESIDENT HOURS:35 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JAIME ALVAREZ TITLE:SECRETARY HOURS:35 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAVID C GAUTSCHE TITLE:ASST. VICE PRESIDENT HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:GARY S REDIGER TITLE:FINANCIAL ADVISOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:STEVEN R HERENDEEN TITLE:FINANCIAL ADVISOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:W. LEE SHERTZER TITLE:FINANCIAL ADVISOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:CLAIR H. SAUDER TITLE:FINANCIAL ADVISOR HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:C. DOUGLAS UMBLE TITLE:FINANCIAL ADVISOR HOURS:40 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCASTER STEWARDSHIP SOLUTIONS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 NORTH MAIN STREET | AddressLine1 |
| City | GOSHEN | City |
| State | IN | State |
| ZIP Code | 46528 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263806720 | EIN |
| Primary Activities | INSURANCE | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVRNCE ASSOC | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| EVERENCE COMMUNITY INVESTMENTS INC | ||||||||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46528 | 352097293 | COMMUNITY DEV | IN | 501(C)(3) | 9 | NA | true |
| THE MENNONITE FOUNDATION INC | ||||||||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46528 | 356031936 | PUBLIC FDN | IN | 501(C)(3) | 7 | NA | true |
| MENNONITE CHURCH BUILDINGS INC | ||||||||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46528 | 356031937 | REAL ESTATE | IN | 501(C)(3) | 11A | NA | true |
| MENNONITE CHURCH USA | ||||||||||
| 1601 W BEARDSLEY PO BOX 1245 | ELKHART | IN | 46515 | 352157800 | CHURCH | IN | 501(C)(3) | 1 | NA | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EVERENCE SVCS LLC | ||||||||||||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46528 | 351962055 | PAYMASTER | IN | NA | RELATED | 240918 | 3703651 | false | $0 | true | 0.27603 |
| MMATCO LLP | ||||||||||||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46528 | 352140530 | FIDUCIARY | IN | NA | |||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EVERENCE INSURANCE COMPANY | |||||||||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46528 | 351698689 | INSURANCE | IN | NA | C CORP | |||
| EVERENCE TRUST COMPANY | |||||||||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46528 | 352140529 | TRUST COMPANY | IN | NA | C CORP | |||
| EVERENCE CAPITAL MANAGEMENT INC | |||||||||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46528 | 356038806 | INVESTMENTS | IN | NA | C CORP | |||
| EVERENCE SECURITIES INC | |||||||||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46528 | 830357718 | BROKER DEALER | IN | NA | C CORP | |||
| MMA DISTRIBUTION INC | |||||||||||
| 1110 NORTH MAIN STREET | GOSHEN | IN | 46528 | 263734503 | COMMISSION SR | IN | NA | C-CORP | |||
| EVERENCE HOLDINGS INC | |||||||||||
| 1110 N MAIN STREET | GOSHEN | IN | 46528 | 263734671 | HOLDINGS | IN | NA | C-CORP | 50510198 | 42421790 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MENNONITE CHURCH BUILDINGS INC | ||
| A | 253824 | FMV |
| MENNONITE CHURCH BUILDINGS INC | ||
| D | 5553002 | FMV |
| MENNONITE CHURCH BUILDINGS INC | ||
| J | 298745 | FMV |
| MMA DISTRIBUTION | ||
| A | 79833 | FMV |
| MMA DISTRIBUTION | ||
| D | 3850000 | FMV |
| EVERENCE HOLDINGS INC | ||
| B | 6891050 | FMV |
| EVERENCE COMMUNITY INVESTMENTS | ||
| D | 1700000 | FMV |
| EVERENCE SERVICES | ||
| N | 5698525 | FMV |
| EVERENCE SERVICES | ||
| O | 1664513 | FMV |
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