Civic Intelligence

Catholic Ladies of Columbia

EIN 31-4144574 • 501(c)8 • Gahanna, OH

View Organization Page

Profile

Fraternal life benefits to members.

Refreshing map…

700 Taylor RoadGahanna, OH 43230-3321

www.theclc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.98x

Higher debt load relative to assets than 93% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

5.15x

Higher debt load relative to revenue than 89% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

21st percentile

-4.3%

Higher net margin than 21% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$117,398

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

5th percentile

-14%

Faster asset growth than 5% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

18%

Faster revenue growth than 69% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$113,049,262

Down $28,831,110 (-20%) from 2022

Liabilities

Down

$111,318,557

Down $27,018,964 (-20%) from 2022

Net Assets

Down

$1,730,705

Down $1,812,146 (-51%) from 2022

Operations
Liabilities / Revenue89th percentileNet Margin21st percentile

Revenue

Down

$21,602,268

Down $390,452 (-1.8%) from 2022

Expenses

Up

$22,535,462

Up $71,701 (+0.3%) from 2022

Net Income

Down

-$933,194

Down $462,153 (-98%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $49,910,178Liabilities 2010: $48,655,443Net Assets 2010: $1,254,7352010Assets 2011: $54,081,372Liabilities 2011: $52,574,882Net Assets 2011: $1,506,4902011Assets 2012: $63,350,622Liabilities 2012: $61,836,028Net Assets 2012: $1,514,5942012Assets 2013: $69,168,733Liabilities 2013: $67,235,725Net Assets 2013: $1,933,0082013Assets 2014: $76,694,187Liabilities 2014: $73,959,866Net Assets 2014: $2,734,3212014Assets 2015: $85,393,893Liabilities 2015: $82,074,748Net Assets 2015: $3,319,1452015Assets 2016: $97,736,909Liabilities 2016: $93,783,273Net Assets 2016: $3,953,6362016Assets 2017: $119,623,601Liabilities 2017: $115,310,016Net Assets 2017: $4,313,5852017Assets 2018: $124,096,674Liabilities 2018: $119,905,540Net Assets 2018: $4,191,1342018Assets 2019: $129,495,147Liabilities 2019: $125,393,411Net Assets 2019: $4,101,7362019Assets 2021: $138,820,359Liabilities 2021: $134,556,312Net Assets 2021: $4,264,0472021Assets 2022: $141,880,372Liabilities 2022: $138,337,521Net Assets 2022: $3,542,8512022Assets 2024: $113,049,262Liabilities 2024: $111,318,557Net Assets 2024: $1,730,7052024

Highlighted filing

2024

Assets$113,049,262
Liabilities$111,318,557
Net Assets$1,730,705
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $7,282,9952010Expenses 2011: $7,047,8272011Expenses 2012: $13,511,9302012Revenue 2013: $11,376,854Expenses 2013: $10,948,147Net Income 2013: $428,7072013Revenue 2014: $14,369,573Expenses 2014: $13,640,100Net Income 2014: $729,4732014Revenue 2015: $15,403,067Expenses 2015: $14,709,513Net Income 2015: $693,5542015Revenue 2016: $21,286,610Expenses 2016: $20,573,896Net Income 2016: $712,7142016Revenue 2017: $33,818,424Expenses 2017: $33,303,439Net Income 2017: $514,9852017Revenue 2018: $17,242,431Expenses 2018: $17,308,921Net Income 2018: -$66,4902018Revenue 2019: $21,769,157Expenses 2019: $21,816,475Net Income 2019: -$47,3182019Revenue 2021: $17,769,502Expenses 2021: $17,643,882Net Income 2021: $125,6202021Revenue 2022: $21,992,720Expenses 2022: $22,463,761Net Income 2022: -$471,0412022Revenue 2024: $21,602,268Expenses 2024: $22,535,462Net Income 2024: -$933,1942024

Highlighted filing

2024

Revenue$21,602,268
Expenses$22,535,462
Net Income-$933,194
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$113,049,262
Liabilities
$111,318,557
Net assets
$1,730,705
Revenue
$21,602,268
Expenses
$22,535,462
Net income
-$933,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$111$1.73$21.6$22.5$0.93
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$142$138$3.54$22.0$22.5$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$139$135$4.26$17.8$17.6$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$125$4.10$21.8$21.8$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$124$120$4.19$17.2$17.3$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$115$4.31$33.8$33.3$0.51
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.7$93.8$3.95$21.3$20.6$0.71
2015Detailed filing. Detailed filing data is available for this year.$85.4$82.1$3.32$15.4$14.7$0.69
2014Detailed filing. Detailed filing data is available for this year.$76.7$74.0$2.73$14.4$13.6$0.73
2013Detailed filing. Detailed filing data is available for this year.$69.2$67.2$1.93$11.4$10.9$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.4$61.8$1.51$13.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.1$52.6$1.51$7.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.9$48.7$1.25$7.28
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$26,797,720
Mission and Program Overview

Mission

A Fraternal Benefit Society meeting the needs of individuals by providing secure financial products, fellowship and service to others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$135,324,675$138,110,938▲ $2,786,263
Rtn Earn Endowment Incm Other Fnds$4,264,047$3,542,851▼ $721,196
Cash and Non-Interest-Bearing Accounts$734,512$1,042,123▲ $307,611
Land, Buildings, and Equipment, Net$6,744$5,078▼ $1,666
Accounts Receivable$3,480$3,863▲ $383
Total Assets$138,820,359$141,880,372▲ $3,060,013
Other Assets Total$2,750,948$2,718,370▼ $32,578
Liabilities
Other Liabilities$134,534,357$138,314,603▲ $3,780,246
Accounts Payable and Accrued Expenses$21,955$22,918▲ $963
Total Liabilities$134,556,312$138,337,521▲ $3,781,209
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,264,047$3,542,851▼ $721,196
Total Liabilities and Net Assets / Fund Balance$138,820,359$141,880,372▲ $3,060,013

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,078$64,832$69,910
Land$0--
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Loni A PerkinsChief Operating OfficerFT$81,060$20,093$101,153
Fairy WagnerPresidentPT$40,399$1,200$41,599
Lydia RallVice President-$8,000-$8,000
Charisse ShickSecretary-$7,200-$7,200
Carol BockrathDirector-$4,000-$4,000
Linda PetersenDirector-$4,000-$4,000
Lucy VanderhoffDirector-$4,000-$4,000
Melissa NieseDirector-$4,000-$4,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Parkway Advisors LPAsset Manager6550 Directors Parkway, Abilene, TX 79606$283,245
The Union Banking CoInsurance Sales105 Progressive Drive, Columbus, OH 45830$209,541
Allen Baily & AssociatesActuarial8310-1 Capital of Texas Highway Nor, Austin, TX 78731$115,625
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,217,817
Investment Income
$5,739,585
Other Revenue
$35,318
Change in Net Assets
$-471,041

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,673,815
Revenue Not Reported on Financial Statements
$318,905
Total Revenue per Audited Statements
$21,673,815
Total Revenue per Form 990
$21,992,720
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,509,524
Salaries, Compensation, and Employee Benefits$402,508
Grants and Similar Amounts Paid$24,900
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$17,526,829--$17,526,829
Other Expenses$586,741$0$0$586,741
Fees for Service Investment Mgmnt Fees$318,905$0$0$318,905
Other Salaries and Wages$186,803$0$0$186,803
Fees for Services Other$165,355$0$0$165,355
Advertising$160,755$0$0$160,755
Current Officers, Directors, Trustees, and Key Employees$112,894$0$0$112,894
Other Employee Benefits$81,570$0$0$81,570
Occupancy$70,989$0$0$70,989
Information Technology$61,697$0$0$61,697
Office Expenses$53,785$0$0$53,785
All Other Expenses$53,624$0$0$53,624
Insurance$26,216$0$0$26,216
Grants to Domestic Individuals$24,900--$24,900
Conferences and Meetings$24,391$0$0$24,391
Payroll Taxes$21,241$0$0$21,241
Interest$19,352$0$0$19,352
Fees for Services Accounting$19,031$0$0$19,031
Travel$8,984$0$0$8,984
Depreciation Depletion$2,996$0$0$2,996
Fees for Services Legal$2,244$0$0$2,244
Total Functional Expenses$22,463,761$0$0$22,463,761

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$22,463,761
Expenses per Audited Statements$22,144,856
Total Expenses per Audited Statements$22,144,856
Expenses Not Reported on Financial Statements$318,905
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Policy Reserves$135,461,313
Contract Claims-Life$1,373,393
Asset Valuation Reserve$755,273
Amounts Held by Society as Agent or Trustee$488,490
Liability for Deposit-Type Contracts$112,892
Interest Maintenance Reserve$106,807
Premiums and Annuity Considerations$12,435
Provision for Refunds Payable$4,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Catholic Ladies of Columbia
EIN
31-4144574
Phone
6149444743
Address
700 Taylor Road, Gahanna, OH 43230-3321

Signing Officer

Name
Loni A Perkins
Title
Chief Operating Officer
Phone
6149444743
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Formed
1897
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
0
Employees
6
Volunteers
20

Preparer

Firm
Hosack Specht Muetzel & Wood
Address
2 Penn Center West Suite 326, Pittsburgh, PA 15276
Preparer
Peter J Vancheri
Phone
4123439200
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The organization is a fraternal insurance benefit society that consists of members through a lodge system. Membership is maintained through an active life insurance or annuity policy. Lodges are represented by delegates at the convention to vote on matters pertaining to the society and electing officers and board members.”

Pt VI, Line 7A

“Membership is maintained through an active life insurance respective lodge. Members can be nominated for the board or for officer positions at the convention that is held every four years.”

Pt VI, Line 11B

“A copy of Form 990 is provided to the Sociey for review by the President, and by the Chief Operating Officer, prior to the filing of the return.”

Pt VI, Line 12C

“Each year the directors complete a disclosure form. The President and Secretary review these forms for any conflicts and propose any resolutions.”

Pt VI, Line 15A

“Compensation is determined and reviewed by the Board of Directors. Consideration is given to performance, expectations and to compensation paid by other fraternal organizations of our size.”

Pt VI, Line 15B

“Approved at National Convention every four years.”

Pt VI, Line 19

“THe organization's by-laws are published at the convention and in its monthly newsletter when changes occur. Governing documents and financial statements are available upon request at the home office. A condensed summary of the annual statement is published in its monthly newsletter.”

Pt XI

“Other changes consist of Change in Non-Admitted Assets $(75,623) and Change in Valuation Reserve $(155,798) for a total change of $(231,421).”

Pt XII, Line 1

“The Society prepares its financial statements in conformity with the accounting practice prescribed by the Insurance Department of the State of Ohio.”

Raw XML AppendixShowing 400 of 475 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt021955
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022918
IRS990/AccountsReceivableGrp/BOYAmt03480
IRS990/AccountsReceivableGrp/EOYAmt03863
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A Fraternal Benefit Society meeting the needs of individuals by providing secure financial products, fellowship and service to others.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt0160755
IRS990/AdvertisingGrp/TotalAmt0160755
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt053624
IRS990/AllOtherExpensesGrp/TotalAmt053624
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt017526829
IRS990/BenefitsToMembersGrp/TotalAmt017526829
IRS990/BooksInCareOfDetail/PersonNm0Loni A Perkins
IRS990/BooksInCareOfDetail/PhoneNum06149444743
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 Taylor Road Suite 280
IRS990/BooksInCareOfDetail/USAddress/CityNm0Columbus
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043230
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0734512
IRS990/CashNonInterestBearingGrp/EOYAmt01042123
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0112894
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0112894
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt024391
IRS990/ConferencesMeetingsGrp/TotalAmt024391
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0115625
IRS990/ContractorCompensationGrp/CompensationAmt1283245
IRS990/ContractorCompensationGrp/CompensationAmt2209541
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt08310-1 Capital of Texas Highway Nor
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt16550 Directors Parkway
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2105 Progressive Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Austin
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Abilene
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Columbus
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd078731
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd179606
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd245830
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Allen Baily & Associates
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Parkway Advisors LP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2The Union Banking Co
IRS990/ContractorCompensationGrp/ServicesDesc0Actuarial
IRS990/ContractorCompensationGrp/ServicesDesc1Asset Manager
IRS990/ContractorCompensationGrp/ServicesDesc2Insurance Sales
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt017526829
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt024900
IRS990/CYInvestmentIncomeAmt05739585
IRS990/CYOtherExpensesAmt04509524
IRS990/CYOtherRevenueAmt035318
IRS990/CYProgramServiceRevenueAmt016217817
IRS990/CYRevenuesLessExpensesAmt0-471041
IRS990/CYSalariesCompEmpBnftPaidAmt0402508
IRS990/CYTotalExpensesAmt022463761
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021992720
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02996
IRS990/DepreciationDepletionGrp/TotalAmt02996
IRS990/Desc0Fraternal life insurance sold to members, donations to charities, promotion of education through scholarships, and service to approximately 10,000 total members.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt019031
IRS990/FeesForServicesAccountingGrp/TotalAmt019031
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02244
IRS990/FeesForServicesLegalGrp/TotalAmt02244
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0165355
IRS990/FeesForServicesOtherGrp/TotalAmt0165355
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0318905
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0318905
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt535.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt01200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt520093
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Fairy Wagner
IRS990/Form990PartVIISectionAGrp/PersonNm1Lydia Rall
IRS990/Form990PartVIISectionAGrp/PersonNm2Charisse Shick
IRS990/Form990PartVIISectionAGrp/PersonNm3Carol Bockrath
IRS990/Form990PartVIISectionAGrp/PersonNm4Lucy Vanderhoff
IRS990/Form990PartVIISectionAGrp/PersonNm5Loni A Perkins
IRS990/Form990PartVIISectionAGrp/PersonNm6Melissa Niese
IRS990/Form990PartVIISectionAGrp/PersonNm7Linda Petersen
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt040399
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt34000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt44000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt581060
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt64000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt74000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01897
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-176371
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt024900
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt024900
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04628629
IRS990/GrossReceiptsAmt026797720
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt061697
IRS990/InformationTechnologyGrp/TotalAmt061697
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt026216
IRS990/InsuranceGrp/TotalAmt026216
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt019352
IRS990/InterestGrp/TotalAmt019352
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05915956
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0135324675
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0138110938
IRS990/IRPDocumentCnt0950
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt064832
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06744
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05078
IRS990/LandBldgEquipCostOrOtherBssAmt069910
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04805000
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0A Fraternal Benefit Society meeting the needs of individuals by providing secure financial products, fellowship and service to others.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04264047
IRS990/NetAssetsOrFundBalancesEOYAmt03542851
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-176371
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-176371
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-18734
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt070989
IRS990/OccupancyGrp/TotalAmt070989
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt053785
IRS990/OfficeExpensesGrp/TotalAmt053785
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02750948
IRS990/OtherAssetsTotalGrp/EOYAmt02718370
IRS990/OtherChangesInNetAssetsAmt0-231421
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt081570
IRS990/OtherEmployeeBenefitsGrp/TotalAmt081570
IRS990/OtherExpensesGrp/Desc0Changes in Policy Reserves
IRS990/OtherExpensesGrp/Desc1Commissions
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt02934459
IRS990/OtherExpensesGrp/ProgramServicesAmt1586741
IRS990/OtherExpensesGrp/TotalAmt02934459
IRS990/OtherExpensesGrp/TotalAmt1586741
IRS990/OtherLiabilitiesGrp/BOYAmt0134534357
IRS990/OtherLiabilitiesGrp/EOYAmt0138314603
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt035318
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt035318
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt035318
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0186803
IRS990/OtherSalariesAndWagesGrp/TotalAmt0186803
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt021241
IRS990/PayrollTaxesGrp/TotalAmt021241
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Fairy Wagner
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Premiums and Annuity Considerations
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016217817
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt011275084
IRS990/PYGrantsAndSimilarPaidAmt025900
IRS990/PYInvestmentIncomeAmt05555889
IRS990/PYOtherExpensesAmt05956204
IRS990/PYOtherRevenueAmt022230
IRS990/PYProgramServiceRevenueAmt012191383
IRS990/PYRevenuesLessExpensesAmt0125620
IRS990/PYSalariesCompEmpBnftPaidAmt0386694
IRS990/PYTotalExpensesAmt017643882
IRS990/PYTotalRevenueAmt017769502
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-471041
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04264047
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03542851
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05078
IRS990ScheduleD/EquipmentGrp/DepreciationAmt064832
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt069910
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0318905
IRS990ScheduleD/ExpensesSubtotalAmt022144856
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0318905
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0318905
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0135461313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1112892
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21373393
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt412435
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5106807
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt6488490
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt7755273
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Policy Reserves
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Liability for Deposit-Type Contracts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Contract Claims-Life
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Provision for Refunds Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Premiums and Annuity Considerations
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5Interest Maintenance Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6Amounts Held by Society as Agent or Trustee
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7Asset Valuation Reserve
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0318905
IRS990ScheduleD/RevenueSubtotalAmt021673815
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05078
IRS990ScheduleD/TotalExpensesPerForm990Amt022463761
IRS990ScheduleD/TotalLiabilityAmt0138314603
IRS990ScheduleD/TotalRevenuePerForm990Amt021992720
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021673815
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt022144856
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024900
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is a fraternal insurance benefit society that consists of members through a lodge system. Membership is maintained through an active life insurance or annuity policy. Lodges are represented by delegates at the convention to vote on matters pertaining to the society and electing officers and board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership is maintained through an active life insurance respective lodge. Members can be nominated for the board or for officer positions at the convention that is held every four years.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of Form 990 is provided to the Sociey for review by the President, and by the Chief Operating Officer, prior to the filing of the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each year the directors complete a disclosure form. The President and Secretary review these forms for any conflicts and propose any resolutions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Compensation is determined and reviewed by the Board of Directors. Consideration is given to performance, expectations and to compensation paid by other fraternal organizations of our size.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Approved at National Convention every four years.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THe organization's by-laws are published at the convention and in its monthly newsletter when changes occur. Governing documents and financial statements are available upon request at the home office. A condensed summary of the annual statement is published in its monthly newsletter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other changes consist of Change in Non-Admitted Assets $(75,623) and Change in Valuation Reserve $(155,798) for a total change of $(231,421).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The Society prepares its financial statements in conformity with the accounting practice prescribed by the Insurance Department of the State of Ohio.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt XII, Line 1
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0138820359
IRS990/TotalAssetsEOYAmt0141880372
IRS990/TotalAssetsGrp/BOYAmt0138820359
IRS990/TotalAssetsGrp/EOYAmt0141880372

Document Assets

No mirrored PDF or thumbnail assets are attached yet.