2025-11-12T10:34:20-06:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE 700 WESTCHESTER IL 60154 990 2024-01-01 363717013 EDER DEFERRED GIFTS INC BRET 8476950200 1505 DUNDEE AVENUE ELGIN IL 601201605 JOHN MCGOUGH CHIEF FINANCIAL OFFICER 8476223388 2025-11-12 1 0 CHRISTOPHER FRANZ P01456588 3123680500 2025-11-12 2024 2025-03-06 01:10:19Z NEVIN DULABAUM 1505 DUNDEE AVENUE ELGIN IL 601201605 875497 0 X HTTP://WWW.EDERFINANCIAL.ORG X 1990 IL SUPPORTS THE FINANCIAL WELL-BEING OF THE CHURCH OF THE BRETHREN BY OFFERING TRUST AND CUSTODIAL SERVICES FOR INVESTMENTS AND DEFERRED GIFTS. 13 13 0 13 0 0 0 0 818616 841958 28627 33539 90881 0 938124 875497 0 0 0 0 0 0 0 0 34604 1204197 1692607 1204197 1692607 -266073 -817110 4216926 4801147 2592449 3831443 1624477 969704 SUPPORTS THE FINANCIAL WELL-BEING OF THE CHURCH OF THE BRETHREN AND OTHER PERSONS AND GROUPS THAT SHARE SIMILAR VALUES BY OFFERING TRUST AND CUSTODIAL SERVICES FOR INVESTMENTS AND DEFERRED GIFTS. 0 0 790766 841958 SUPPORTS THE FINANCIAL WELL-BEING OF THE CHURCH OF THE BRETHREN AND OTHER PERSONS AND GROUPS THAT SHARE SIMILAR VALUES BY OFFERING TRUST AND CUSTODIAL SERVICES FOR INVESTMENTS AND DEFERRED GIFTS. 790766 1 0 0 0 0 1 0 0 1 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 82 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 1 0 0 X JOHN MCGOUGH 8476950200 1505 DUNDEE AVENUE ELGIN IL 601201605 KEVIN BOYER BOARD MEMBER 0.33 0.66 X 0 0 0 SARA DAVIS BOARD MEMBER 0.33 0.66 X 0 0 0 JAN FAHS BOARD MEMBER 0.33 0.66 X 0 0 0 KATHERINE HAFF BOARD MEMBER 0.33 0.66 X 0 0 0 DONNA RHODES CHAIR - NEW 0.33 0.66 X X 0 0 0 RUSS MATTESON BOARD MEMBER 0.33 0.66 X 0 0 0 AUDREY MYER BOARD MEMBER 0.33 0.66 X 0 0 0 JERRY PATTERSON BOARD MEMBER 0.33 0.66 X 0 0 0 WAYNE SCOTT VICE CHAIR 0.33 0.66 X X 0 0 0 DAVID SHISSLER BOARD MEMBER - NEW / CHAIR - PAST 0.33 0.66 X X 0 0 0 RANDY YODER BOARD MEMBER 0.33 0.66 X 0 0 0 EUNICE CULP BOARD MEMBER 0.33 0.66 X 0 0 0 DENNIS KINGERY BOARD MEMBER 0.33 0.66 X 0 0 0 JOHN MCGOUGH CFO/VP OF INVESTMENTS 3.00 37.00 X 0 142632 70670 NEVIN DULABAUM PRESIDENT 2.00 38.00 X 0 209134 76573 LYNNAE RODEFFER VP OF PRODUCTS/SERVICES 2.00 38.00 X 0 126949 35012 MICHELLE KILBOURNE VP OF INTERNAL CAPABILITIES 1.00 39.00 X 0 118626 55191 0 597341 237446 0 0 1 0 0 SERVICE FEE REVENUE 525920 841958 841958 841958 33539 33539 875497 841958 0 33539 94674 94674 32688 32688 29756 29756 107868 107868 1399 1399 9974 9738 236 12251 12251 38089 38089 ALLOCATED ADMINISTRATIV 1310497 480364 796928 33205 MISCELLANEOUS 23562 23562 LOSS ON GIFT ANNUITY OB 18026 18026 SERVICE FEE EXPENSES 13823 13823 1692607 790766 867237 34604 107190 44967 100282 131542 23226 23816 5259 685 3424084 3473069 556885 1127068 4216926 4801147 23185 140849 1119095 1096580 1450169 2594014 2592449 3831443 X 1624477 969704 1624477 969704 4216926 4801147 -817110 162337 0 X X 0 1 X 1 0 X X 1 CHURCH OF THE BRETHREN 366108275 1 1 1674581 0 1 1674581 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 7 0 49000 286231 1 1 0 1 X 0 DUE FROM RELATED ORGANIZATION 1127068 1127068 ANNUITY OBLIGATIONS 1299168 DUE TO RELATED PARTY 1294846 2594014 X PART IV, LINE 2B: THE ORGANIZATION ACTS AS AN INVESTMENT CUSTODIAN FOR "CLIENTS" AFFILIATED WITH THE CHURCH OF THE BRETHREN. THESE CLIENT ACCOUNTS HAVE BEEN REPORTED ON FORM 990, PART X LINE 11 AS "INVESTMENTS" WITH A CORRESPONDING LIABILITY IN PART X LINE 21 WHICH REPRESENTS THE OBLIGATION TO RETURN THE ASSETS TO THE CLIENTS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN UNCERTAIN POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 0 0 0 0 0 0 NEVIN DULABAUM PRESIDENT 0 205762 0 703 0 2669 0 28269 0 48304 0 285707 0 0 JOHN MCGOUGH CFO/VP OF INVESTMENTS 0 138395 0 0 0 4237 0 18745 0 51925 0 213302 0 0 MICHELLE KILBOURNE VP OF INTERNAL CAPABILITIES 0 111201 0 0 0 7425 0 13438 0 41753 0 173817 0 0 LYNNAE RODEFFER VP OF PRODUCTS/SERVICES 0 124903 0 0 0 2046 0 15333 0 19679 0 161961 0 0 SCHEDULE J PART II THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS COMPENSATED BY A RELATED ORGANIZATION. THE COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS OF THE RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ANNUAL CONFERENCE DELEGATES HAVE THE AUTHORITY TO ELECT OR APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE BUDGET AND AUDIT REVIEW COMMITTEE REVIEWS THE FORM 990 ON BEHALF OF THE ENTIRE BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH MEMBER OF THE BOARD IS REQUIRED TO SIGN OFF ON THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT IS REVIEWED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS, THROUGH ITS BUDGET AND AUDIT REVIEW COMMITTEE, ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EDER FINANCIAL INC 1505 DUNDEE AVE ELGIN IL 60120 363668497 SEE PART VII IL 501(C)(3) LINE 12A, I NOT APPLICABLE 0 CHURCH OF THE BRETHREN 1505 DUNDEE AVE ELGIN IL 60120 366108275 AN ANABAPTIST, PIETIST, PROTESTANT CHURCH IL 501(C)(3) LINE 1 NOT APPLICABLE 0 EDER ORGANIZATIONAL INVESTING INC 1505 DUNDEE AVE ELGIN IL 60120 462390616 PROVIDES INVESTMENT MANAGEMENT SERVICING TO MEMBERS IL 501(C)(3) LINE 12A, I EDER DEFERRED GIFTS INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 EDER ORGANIZATIONAL INVESTING INC L 231385 CASH PART 2, COLUMN B TO SUPPORT THE FINANCIAL WELL-BEING OF THE CHURCH OF THE BRETHREN AND OTHER PERSONS AND GROUPS THAT SHARE SIMILAR VALUES BY OFFERING PROGRAMS THAT PROVIDE RETIREMENT, MEDICAL AND FINANCIAL AID BENEFITS TO MINISTERS, MISSIONARIES, AND LAY EMPLOYEES OF CERTAIN CHURCH AND CHURCH RELATED AGENCIES.