Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1967.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
22 people listed on the 990.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Provides faith-based financial services, insurance, and stewardship education to help individuals and churches align their money with their religious values.
Questions for Everence Association INC
Your first name shows with your question. Everence Association INC answers here, for everyone.
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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.
We continue to enhance current fraternal grant programs and their usage in the constituency. In 2024, 1,972 grants were provided. We continue building a support system of training, providing resources for, and engaging active advocates (volunteers). There were 1,064 advocates serving in 2024. Continued below.
We work to encourage stewardship in the everence association inc constituency. Stewardship education includes stewardship university, speakers for workshops and retreats, and educational resources. In 2024, there were 536 churches using educational materials or seminars.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2024 990, line by line.
Download 990
| Line | Start FY24 | End FY24 |
|---|---|---|
| Cash and savingsLn 1–2 | $9.3M | $11.9M |
| InvestmentsLn 11–13 | $368.8M | $356.9M |
| Land, buildings, equipmentLn 10c | $0 | |
| Total assetsLn 16 | $381.7M | $372.0M |
| LiabilitiesLn 26 | $279.3M | $268.1M |
| Net assetsLn 32 | $102.4M | $104.0M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $1.8M | |||
| Grants to domestic individualsLn 2 | $1.0M | |||
| Benefits paid to or for membersLn 4 | $61.2M | |||
| Other salaries and wagesLn 7 | $6.7M | |||
| Pension plan contributionsLn 8 | $1.3M | |||
| Other employee benefitsLn 9 | $125K | |||
| Payroll taxesLn 10 | $436K | |||
| Legal feesLn 11b | $89K | |||
| Accounting feesLn 11c | $129K | |||
| Investment management feesLn 11f | $1.0M | |||
| Other fees for servicesLn 11g | $8.1M | |||
| Advertising and promotionLn 12 | $248K | |||
| Office expensesLn 13 | $869K | |||
| Information technologyLn 14 | $1.9M | |||
| OccupancyLn 16 | $328K | |||
| TravelLn 17 | $441K | |||
| Conferences, conventions and meetingsLn 19 | $208K | |||
| Depreciation, depletion and amortizationLn 22 | $1.7M | |||
| InsuranceLn 23 | $217K | |||
| Other expenses (24a–d)Ln 24 | $144K | |||
| All other expensesLn 24e | $0 | |||
| Total functional expensesLn 25 | $88.1M |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest Viewing | $81.8M | $88.1M | −$6.3M | $104.0M | 990 PDF |
| FY2023 | $85.1M | $93.4M | −$8.2M | $102.4M | 990 PDF |
| FY2022 | $76.7M | $79.2M | −$2.5M | $108.8M | 990 PDF |
| FY2021 | $69.2M | $69.7M | −$566K | $114.8M | 990 PDF |
| FY2020 | $69.3M | $66.2M | $3.1M | $113.6M | 990 PDF |
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Schedules filed Part IV
See the full FY2024 990 (6 parts)
Part I · Summary $81,771,346 revenue, 12 lines filed
Part VI · Governance 12 of 12 board members independent, no flags
Part VIII · Statement of revenue $81,771,346 across 6 lines filed
Part IX · Statement of functional expenses $88,112,228 across 21 lines filed
Part X · Balance sheet $372,044,450 assets, 14 lines filed
Part XI · Reconciliation of net assets $103,978,186 net assets at year end
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
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