2025-11-12T10:37:18-06:00 2024-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CENTER SUITE 700 WESTCHESTER IL 60154 990 2024-01-01 462390616 EDER ORGANIZATIONAL INVESTING INC EDER 8476950200 1505 DUNDEE AVE ELGIN IL 601201605 JOHN MCGOUGH CHIEF FINANCIAL OFFICER 8476950200 2025-11-12 1 0 CHRISTOPHER FRANZ P01456588 3123680500 2025-11-12 2024 2025-03-06 01:10:19Z NEVIN DULABAUM 1505 DUNDEE AVE ELGIN IL 601201605 796461 0 X HTTP://WWW.EDERFINANCIAL.ORG X 2014 IL TO FOSTER A CHARITABLE SPIRIT AND AN ATTITUDE OF STEWARDSHIP AMONG ORGANIZATIONS AFFILIATED WITH THE CHURCH OF THE BRETHREN AND TO MANAGE ASSETS FOR ORGANIZATIONS THAT ARE AFFILIATED WITH THE CHURCH OF THE BRETHREN OR THAT SHARE THE VALUES OF THE CHURCH OF THE BRETHREN. 13 13 0 13 0 0 0 0 773210 796461 0 0 0 0 773210 796461 0 0 0 0 0 0 0 0 23894 773210 796461 773210 796461 0 0 164093166 155851582 164093166 155851582 0 0 TO FOSTER A CHARITABLE SPIRIT AND AN ATTITUDE OF STEWARDSHIP AMONG ORGANIZATIONS AFFILIATED WITH THE CHURCH OF THE BRETHREN AND TO MANAGE ASSETS FOR ORGANIZATIONS THAT ARE AFFILIATED WITH THE CHURCH OF THE BRETHREN OR THAT SHARE THE VALUES OF THE CHURCH OF THE BRETHREN. 0 0 366372 796641 TO FOSTER A CHARITABLE SPIRIT AND AN ATTITUDE OF STEWARDSHIP AMONG ORGANIZATIONS AFFILIATED WITH THE CHURCH OF THE BRETHREN AND TO MANAGE ASSETS FOR ORGANIZATIONS THAT ARE AFFILIATED WITH THE CHURCH OF THE BRETHREN OR THAT SHARE THE VALUES OF THE CHURCH OF THE BRETHREN. 366372 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 4 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 AVE ELGIN IL 601201605 X 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 13.00 27.00 X 0 142632 70670 NEVIN DULABAUM PRESIDENT 10.00 30.00 X 0 209134 76573 LYNNAE RODEFFER VP OF PRODUCTS/SERVICES 10.00 30.00 X 0 126949 35012 MICHELLE KILBOURNE VP OF INTERNAL CAPABILITIES 3.00 37.00 X 0 118626 55191 0 597341 237446 0 0 1 0 0 SERVICE FEE REVENUE 525920 796461 796461 796461 796461 796461 0 0 796461 366372 406195 23894 796461 366372 406195 23894 401857 823643 27318766 16577943 690177 871503 135682366 137578493 164093166 155851582 172055 904595 140855907 143576295 23065204 11370692 164093166 155851582 X 0 0 164093166 155851582 0 0 X X 0 1 X 1 0 X X 1 EDER DEFERRED GIFTS INC 363717013 1 1 796461 0 1 796461 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 0 DUE TO RELATED PARTY 1127068 COLLATERAL FOR SECURITIES ON LOAN 10243624 11370692 X 796461 0 796461 0 796461 796461 0 796461 0 796461 PART IV, LINE 2B: THE ORGANIZATION ACTS AS AN INVESTMENT CUSTODIAN FOR "CLIENTS" THAT SHARE SIMILAR VALUES 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. EDER FINANCIAL INC AFFILIATED ORGANIZATION 142916 EDER FINANCIAL, INC. HOLDS INVESTMENTS WITH EDER ORGANIZATIONAL INVESTING, INC. AND PAYS FEES FOR THE MANAGEMENT OF THESE INVESTMENTS. 0 FORM 990, PART VI, SECTION A, LINE 7A ANNUAL CONFERENCE MEMBERS 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, PAGE 6, PART VI, LINES 12,13,14 THE ORGANIZATION WAS ESTABLISHED DURING 2014 THORUGH A "SPIN-OFF" FROM A RELATED ORGANIZATION, EDER DEFERRED GIFTS, INC (FORMERLY BRETHREN FOUNDATION, INC). THE POLICIES AND PROCEDURES OF THE ORGANIZATION AND RELATED ORGANIZATION ARE CONSIDERED TO BE THE RESPONSIBILITY OF THE PRESIDENT AND THEREFORE, THEY ARE NOT REQUIRED TO BE FORMALLY ADOPTED BY THE BOARD OF DIRECTORS. AT THE TIME OF THE SPIN-OFF, ALL POLICIES AND PROCEDURES IN PLACE FOR EDER DEFERRED GIFTS, INC (FORMERLY BRETHREN FOUNDATION, INC.) WERE INTERNALLY ADOPTED BY THE ORGANIZATION. ACCORDINGLY, LINES 12, AND 14 HAVE BEEN ANSWERED "YES". FORM 990, PAGE 7, PART VII LINE 1B THE ORGANIZATIONS OFFICERS ARE ALSO THE OFFICERS OF EDER FINANCIAL, INC. AND EDER DEFERRED GIFTS, INC. AS LISTED IN SCHEDULE R PART II. THE AVERAGE WEEKLY HOURS REPORTED TO THE ORGANIZATION ARE REPRESENTATIVE OF TIME SPENT ON EDER ORGANIZATIONAL INVESTING, INC. AND EDER DEFERRED GIFTS, INC. ACTIVITIES COLLECTIVELY. 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. EDER DEFERRED GIFTS INC 1505 DUNDEE AVENUE ELGIN IL 60120 363717013 PROVIDES INVESTMENT MANAGEMENT AND DEFERRED GIFTS SERVICING TO MEMBERS IL 501(C)(3) LINE 12A, I N/A 0 CHURCH OF THE BRETHREN 1505 DUNDEE AVENUE ELGIN IL 60120 366108275 AN ANABAPTIST, PIETIST, PROTESTANT CHURCH IL 501(C)(3) LINE 1 N/A 0 EDER FINANCIAL INC 1505 DUNDEE AVENUE ELGIN IL 60120 363668497 SEE PART VII IL 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 PART II, COLUMN B - EDER FINANCIAL, INC. 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.