Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
990 • Fiscal year 2013 • EIN 34-0138510
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
16th percentile
Higher top officer pay than 16% of similar nonprofits.
Top officer pay equals 1.1% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$80,390,146
Up $2,480,617 (+3.2%) from 2012
Net Assets
Up$7,361,061
Up $1,094,681 (+17%) from 2012
Liabilities
Up$73,029,085
Up $1,385,936 (+1.9%) from 2012
Revenue
$6,839,664
No earlier filing loaded for comparison.
Expenses
Down$6,161,511
Down $460,577 (-7.0%) from 2012
Net Income
$678,153
No earlier filing loaded for comparison.
To unite persons of Transylvanian Saxon and German descent and others who agree to support the preservation of the Saxon culture and traditions in an organization that promotes financial security and promotes the Saxon culture.
To unite persons of transylvanian saxon and german decent and others who agree to support the preservation of the saxon culture and traditions in an organization that provides financial security to its members through sale of life insurance/annuities & promotes the saxon culture.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $58,833,774 | $61,529,969 | ▲ $2,696,195 |
| Savings and Temporary Cash Investments | $15,748,355 | $15,638,918 | ▼ $109,437 |
| Rtn Earn Endowment Incm Other Fnds | $6,266,380 | $7,361,061 | ▲ $1,094,681 |
| Investments Other Securities | $2,082,619 | $2,082,619 | → $0 |
| Other Notes and Loans Receivable, Net | $174,958 | $156,421 | ▼ $18,537 |
| Land, Buildings, and Equipment, Net | $8,452 | $11,834 | ▲ $3,382 |
| Cash and Non-Interest-Bearing Accounts | $30,496 | $-137,855 | ▼ $168,351 |
| Total Assets | $77,909,529 | $80,390,146 | ▲ $2,480,617 |
| Other Assets Total | $1,030,875 | $1,108,240 | ▲ $77,365 |
| Liabilities | |||
| Other Liabilities | $71,603,833 | $72,998,258 | ▲ $1,394,425 |
| Accounts Payable and Accrued Expenses | $39,316 | $30,827 | ▼ $8,489 |
| Total Liabilities | $71,643,149 | $73,029,085 | ▲ $1,385,936 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $6,266,380 | $7,361,061 | ▲ $1,094,681 |
| Total Liabilities and Net Assets / Fund Balance | $77,909,529 | $80,390,146 | ▲ $2,480,617 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $7,450 | $71,550 | - |
| Land | $500 | - | - |
| Equipment | $3,884 | $9,062 | - |
| Other Assets Org | $65,071 | - | - |
| Other Securities | $2,082,619 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Joan Miller-malue | 2nd Vice-president | FT | $76,075 | $76,075 |
| Robert B Cunningham Iii | 1st Vice President | FT | $57,924 | $57,924 |
| Thomas J Manning | President | PT | $31,488 | $31,488 |
| Denise a Crawford | Treasurer | - | $2,181 | $2,181 |
| Barbara Speck | Trustee | - | $1,817 | $1,817 |
| John Boehm Jr | 2nd Vice-president | - | $1,709 | $1,709 |
| Peter Karsti Ii | Trustee | - | $1,692 | $1,692 |
| Hanz Hermann | Trustee | - | $1,383 | $1,383 |
| Monica M Weber | Secretary | - | $1,179 | $1,179 |
| Jacob F Spor | Trustee | - | $937 | $937 |
| Line Item | Amount |
|---|---|
| Other Expenses | $2,342,307 |
| Salaries, Compensation, and Employee Benefits | $294,364 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $3,524,840 |
| Interest | - | - | - | $294,034 |
| Fees for Services Accounting | - | - | - | $189,434 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $176,385 |
| Advertising | - | - | - | $98,057 |
| Other Expenses | $60,463 | - | - | $60,463 |
| Other Salaries and Wages | - | - | - | $50,554 |
| Other Employee Benefits | - | - | - | $49,739 |
| Office Expenses | - | - | - | $32,324 |
| Payroll Taxes | - | - | - | $17,686 |
| Insurance | - | - | - | $9,887 |
| Occupancy | - | - | - | $6,000 |
| Depreciation Depletion | - | - | - | $2,589 |
| Total Functional Expenses | $0 | $0 | $0 | $6,161,511 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $6,161,511 |
| Total Expenses per Audited Statements | $6,161,511 |
| Total Expenses per Form 990 | $6,161,511 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Certificate Reserves | $61,749,294 |
| Supplemental Contracts | $5,442,278 |
| Branch Fund Deposits | $3,187,794 |
| Certificate and Contract Claims | $1,434,747 |
| Asset Valuation Reserve | $590,553 |
| Scholarship Memorial Funds | $431,246 |
| Interest Maintenance Reserve | $94,982 |
| Adv Premiums Payroll Wh Refunds | $67,364 |
“The organization has members at various branches. These members elect delegates that are the governing body of the organization. (one delegate for every 50 members in good standing).”
“The organization has members at various branches. These members elect delegates that are the governing body of the organization. (one delegate for every 50 members in good standing).”
“The form 990 is reviewed by management of the home office before it is filed”
“The organization's annual statement is filed with the ohio department of insurance and can be reviewed on their website. It includes financial information and other pertinent data on the organization. All records are available to the public at the organizations office.”
“Change in asset valuation reserves $291,533”
“Part xii - financial statement and reporting line 2c - in 2013 the organization adopted a charter for the organization's audit committee.”
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/AccountantCompileOrReviewInd | 0 | true |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 39316 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 30827 |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO UNITE PERSONS OF TRANSYLVANIAN SAXON AND GERMAN DECENT AND OTHERS WHO AGREE TO SUPPORT THE PRESERVATION OF THE SAXON CULTURE AND TRADITIONS IN AN ORGANIZATION THAT PROVIDES FINANCIAL SECURITY TO ITS MEMBERS THROUGH SALE OF LIFE INSURANCE/ANNUITIES & PROMOTES THE SAXON CULTURE. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 98057 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 3524840 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | JOAN MILLER-MALUE |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4408428442 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 5393 PEARL RD |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | CLEVELAND |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 44129 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 30496 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | -137855 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 176385 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 3524840 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 4032174 |
| IRS990/CYOtherExpensesAmt | 0 | 2342307 |
| IRS990/CYOtherRevenueAmt | 0 | 82520 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2724970 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 678153 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 294364 |
| IRS990/CYTotalExpensesAmt | 0 | 6161511 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 6839664 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 2589 |
| IRS990/Desc | 0 | PROVIDING INSURANCE AND ANNUNITIES BENEFITS TO MEMBERS OF THE ORGANIZATION. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 5 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/ExcessBusinessHoldingsInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 6033680 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 189434 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 20.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | PETER KARSTI II |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | BARBARA SPECK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JACOB F SPOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | HANZ HERMANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ROBERT B CUNNINGHAM III |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | THOMAS J MANNING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MONICA M WEBER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | DENISE A CRAWFORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | JOHN BOEHM JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JOAN MILLER-MALUE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 1692 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 1817 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 937 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 1383 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 57924 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 31488 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 1179 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 2181 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 1709 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 76075 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | 1ST VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | 2ND VICE-PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | 2ND VICE-PRESIDENT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 1902 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 143849 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 2908829 |
| IRS990/GrossReceiptsAmt | 0 | 9604644 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 9887 |
| IRS990/InterestGrp/TotalAmt | 0 | 294034 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3888325 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3888325 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 2082619 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 2082619 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 58833774 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 61529969 |
| IRS990/IRPDocumentCnt | 0 | 16 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 80612 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 8452 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 11834 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 92446 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2764980 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | true |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingOtherInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO UNITE PERSONS OF TRANSYLVANIAN SAXON AND GERMAN DECENT AND OTHERS WHO AGREE TO SUPPORT THE PRESERVATION OF THE SAXON CULTURE AND TRADITIONS IN AN ORGANIZATION THAT PROVIDES FINANCIAL SECURITY TO ITS MEMBERS THROUGH SALE OF LIFE INSURANCE/ANNUITIES & PROMOTES THE SAXON CULTURE. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 6266380 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 7361061 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 143849 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 143849 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | -1032 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 117045 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 6000 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 32324 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1030875 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1108240 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 291533 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 49739 |
| IRS990/OtherExpensesGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/Desc | 1 | INCREASE IN LIFE RESERVES |
| IRS990/OtherExpensesGrp/Desc | 2 | DIVIDENDS AND COMMISSIONS |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 113237 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 1536282 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 60463 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 113237 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1536282 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 60463 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 71603833 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 72998258 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | AMORTIZATION OF IMR |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | MISCELLANEOUS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 21885 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 59610 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 21885 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 60635 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | 1025 |
| IRS990/OtherRevenueTotalAmt | 0 | 82520 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 50554 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 174958 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 156421 |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 17686 |
| IRS990/PoliciesReferenceChaptersInd | 0 | true |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 7950 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 524298 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | PREMIUM AND ANNUITY |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2724970 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2724970 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | FRATERNAL ACTIVITIES TO SUPPORT THE PRESENTATION OF THE SAXON CULTURE. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 127851 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 3790799 |
| IRS990/PYInvestmentIncomeAmt | 0 | 3794202 |
| IRS990/PYOtherExpensesAmt | 0 | 2518418 |
| IRS990/PYOtherRevenueAmt | 0 | 68362 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3349040 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 589516 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 312871 |
| IRS990/PYTotalExpensesAmt | 0 | 6622088 |
| IRS990/PYTotalRevenueAmt | 0 | 7211604 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 678153 |
| IRS990/RegularMonitoringEnfrcInd | 0 | false |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 6266380 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 7361061 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 15748355 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 15638918 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 7450 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 71550 |
| IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt | 0 | 79000 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 3884 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 9062 |
| IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt | 0 | 12946 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 6161511 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 500 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 500 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 1038485 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 4684 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 2 | 65071 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | INVESTMENT INCOME RECEIVABLE |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | PREMIUM INCOME RECEIVABLE |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 2 | OTHER RECEIVABLES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 61749294 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 5442278 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 1434747 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 431246 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 4 | 67364 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 5 | 94982 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 6 | 3187794 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 7 | 590553 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CERTIFICATE RESERVES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | SUPPLEMENTAL CONTRACTS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | CERTIFICATE AND CONTRACT CLAIMS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 3 | SCHOLARSHIP MEMORIAL FUNDS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 4 | ADV PREMIUMS PAYROLL WH REFUNDS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 5 | INTEREST MAINTENANCE RESERVE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 6 | BRANCH FUND DEPOSITS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 7 | ASSET VALUATION RESERVE |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 2082619 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | SURPLUS DEBENTURES |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 6839664 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 11834 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1108240 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 2082619 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 6161511 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 72998258 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 6839664 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 6839664 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 6161511 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION HAS MEMBERS AT VARIOUS BRANCHES. THESE MEMBERS ELECT DELEGATES THAT ARE THE GOVERNING BODY OF THE ORGANIZATION. (ONE DELEGATE FOR EVERY 50 MEMBERS IN GOOD STANDING). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION HAS MEMBERS AT VARIOUS BRANCHES. THESE MEMBERS ELECT DELEGATES THAT ARE THE GOVERNING BODY OF THE ORGANIZATION. (ONE DELEGATE FOR EVERY 50 MEMBERS IN GOOD STANDING). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE FORM 990 IS REVIEWED BY MANAGEMENT OF THE HOME OFFICE BEFORE IT IS FILED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION'S ANNUAL STATEMENT IS FILED WITH THE OHIO DEPARTMENT OF INSURANCE AND CAN BE REVIEWED ON THEIR WEBSITE. IT INCLUDES FINANCIAL INFORMATION AND OTHER PERTINENT DATA ON THE ORGANIZATION. ALL RECORDS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATIONS OFFICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CHANGE IN ASSET VALUATION RESERVES $291,533 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PART XII - FINANCIAL STATEMENT AND REPORTING LINE 2C - IN 2013 THE ORGANIZATION ADOPTED A CHARTER FOR THE ORGANIZATION'S AUDIT COMMITTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Members or stockholder classes and rights Part VI line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Member election for additional members Part VI line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Governing documents etc available to public Part VI line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Explanation of other changes in net assets or fund balances Part XI line 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | General explanation attachment |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 77909529 |
| IRS990/TotalAssetsEOYAmt | 0 | 80390146 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 77909529 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 80390146 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 5 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 6161511 |
| IRS990/TotalGrossUBIAmt | 0 | 1025 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 71643149 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 73029085 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 71643149 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 73029085 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 6266380 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 7361061 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 6161531 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 2724970 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 176385 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6838639 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 6839664 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 1025 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 77909529 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 80390146 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 10 |
| IRS990/VotingMembersIndependentCnt | 0 | 10 |
| IRS990/WebsiteAddressTxt | 0 | WWW.ATSAXONS.COM |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOAN A MILLER-MALUE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | 2ND VICE PRESID |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4408428442 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-05-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | ALLIANCE OF TRANSYLVANIAN SAXONS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ALLI |
| ReturnHeader/Filer/EIN | 0 | 340138510 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 5393 PEARL RD |
| ReturnHeader/Filer/USAddress/City | 0 | CLEVELAND |
| ReturnHeader/Filer/USAddress/State | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 44129 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 341413003 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | JAMES G ZUPKA CPA INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 5240 E 98TH STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | GARFIELD HTS |
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Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.