Instrumentl eFile Render
Object ID: 202333149349302943 - Rendered 2024-10-25
TIN: 35-6059333
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
22
Open to Public Inspection
Name of the organization
EVERENCE ASSOCIATION INC
Employer identification number
35-6059333
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
EVERENCE FOUNDATION INC
1110 N MAIN ST
GOSHEN
,
IN
46528
35-6031936
PUBLIC FDN
IN
501(C)(3)
7
NA
Yes
(2)
MENNONITE CHURCH USA
3145 BENHAM AVE SUITE 1
ELKHART
,
IN
46517
35-2147800
CHURCH
IN
501(C)(3)
1
NA
No
(3)
MENNONITE CHURCH BUILDINGS INC
1110 N MAIN ST
GOSHEN
,
IN
46528
35-6031937
REAL ESTATE
IN
501(C)(3)
11A
NA
Yes
(4)
MENNONITE HEALTH ASSOCIATION INC
1110 N MAIN ST
GOSHEN
,
IN
46528
31-1043978
DORMANT
IN
501(C)(3)
EVRNCE ASSOC
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
EVERENCE SERVICES LLC
1110 N MAIN ST
GOSHEN
,
IN
46528
35-1962055
PAYMASTER
IN
NA
RELATED
749,492
11,603,906
No
0
No
44.253 %
(2)
MMATCO LLP
1110 N MAIN ST
GOSHEN
,
IN
46528
35-2140530
FIDUCIARY
IN
NA
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
EVERENCE INSURANCE COMPANY
1110 N MAIN ST
GOSHEN
,
IN
46528
35-1698689
INSURANCE
IN
EVRNCE HOLDINGS
C CORP
Yes
(2)
EVERENCE TRUST COMPANY
1110 N MAIN ST
GOSHEN
,
IN
46528
35-2140529
TRUST COMPANY
IN
EVRNCE HOLDINGS
C CORP
Yes
(3)
EVERENCE CAPITAL MANAGEMENT INC
1110 N MAIN ST
GOSHEN
,
IN
46528
35-6038806
INVESTMENTS
IN
EVRNCE HOLDINGS
C CORP
Yes
(4)
MMA DISTRIBUTION INC
1110 N MAIN ST
GOSHEN
,
IN
46528
26-3734503
COMMISSION SERVIC
IN
EVRNCE HOLDINGS
C CORP
Yes
(5)
EVERENCE REAL ESTATE HOLDINGS INC
1110 N MAIN ST
GOSHEN
,
IN
46528
35-2471296
REAL ESTATE
IN
EVRNCE HOLDINGS
C CORP
Yes
(6)
EVERENCE HOLDINGS INC
1110 N MAIN ST
GOSHEN
,
IN
46528
26-3734671
HOLDING COMPANY
IN
EVERENCE ASSOC
C CORP
61,145,072
30,262,805
100.000 %
Yes
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
Yes
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
Yes
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
MENNONITE CHURCH BUILDINGS INC
A
235,049
FMV
(2)
MMA DISTRIBUTION INC
A
76,282
FMV
(3)
EVERENCE FEDERAL CREDIT UNION
A
91,278
FMV
(4)
EVERENCE TRUST COMPANY
B
120,000
FMV
(5)
MMA DISTRIBUTION INC
B
773,624
FMV
(6)
EVERENCE HOLDINGS INC
B
500,000
FMV
(7)
EVERENCE HOLDINGS INC
C
1,000,000
FMV
(8)
MMA DISTRIBUTION INC
D
1,700,000
FMV
(9)
EVERENCE FEDERAL CREDIT UNION
D
6,800,000
FMV
(10)
MENNONITE CHURCH BUILDINGS INC
D
4,974,658
FMV
(11)
MENNONITE CHURCH BUILDINGS INC
K
411,334
FMV
(12)
MMA DISTRIBUTION INC
M
2,871,255
FMV
(13)
EVERENCE SERVICES LLC
O
7,851,237
FMV
(14)
EVERENCE SERVICES LLC
P
6,237,293
FMV
(15)
EVERENCE CAPITAL MANAGEMENT INC
S
138,953
FMV
(16)
EVERENCE TRUST COMPANY
S
157,736
FMV
(17)
MMA DISTRIBUTION INC
S
83,431
FMV
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2021
Additional Data
Software ID:
Software Version: