Liabilities / Assets
87th percentile
Higher debt load relative to assets than 87% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.91x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
52nd percentile
Faster asset growth than 52% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$295,369,899
Up $17,601,165 (+6.3%) from 2010
Net Assets
Up$27,020,295
Up $766,665 (+2.9%) from 2010
Liabilities
Up$268,349,604
Up $16,834,500 (+6.7%) from 2010
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$47,065,752
Up $3,014,609 (+6.8%) from 2010
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- May 14, 2012
- Return Version
- 2011v1.2
- Gross Receipts
- $47,832,417
Mission and Program Overview
Mission
Fraternal Benefit Society - As a fraternal benefit insurance society, our mission is to provide meaningful fraternal programs and benefits for our members as well as high quality insurance products and services. We strengthen our members fraternally through charitable, educational and volunteer programs that encourage family values, help improve communities, support patriotism for our country and help others in need.
Major Activities
- Activity 2
- INSURANCE ACTIVITIES: The primary purpose of the insurance activities of National Mutual Benefit is to accomplish the exempt purpose of the fraternal benefit society rather than to produce income. Number of members: 41,358
Filing and Contact Details
Filer
- EIN
- 39-0494090
Raw XML AppendixShowing 400 of 681 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.
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|---|---|---|
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| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/Activity2/Description | 0 | INSURANCE ACTIVITIES: The primary purpose of the insurance activities of National Mutual Benefit is to accomplish the exempt purpose of the fraternal benefit society rather than to produce income. Number of members: 41,358 |
| IRS990/Activity2/Expense | 0 | 46030775 |
| IRS990/Activity2/Grants | 0 | 0 |
| IRS990/Activity2/Revenue | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | Fraternal Benefit Society - As a fraternal benefit insurance society, our mission is to provide meaningful fraternal programs and benefits for our members as well as high quality insurance products and services. We strengthen our members fraternally through charitable, educational and volunteer programs that encourage family values, help improve communities, support patriotism for our country and help others in need. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 6522 Grand Teton Plaza |
| IRS990/AddressPrincipalOfficerUS/City | 0 | Madison |
| IRS990/AddressPrincipalOfficerUS/State | 0 | WI |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 537192912 |
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| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 2 | 100 1st Ave |
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| IRS990/ContractorCompensation/DescriptionOfServices | 0 | Bond Investment Mangers |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | Medical Information |
| IRS990/ContractorCompensation/DescriptionOfServices | 2 | Actuarial Consultants |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | Prime Advisors Inc |
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| IRS990/Description | 0 | FRATERNAL ACTVITIES AND PROGRAMS - The following is a report of expenditures, activities and programs of National Mutual Benefit and its branches completed in 2011 in fulfillment of the society's fraternal character: 1. National Office Branch Support: Subsidies are sent to fraternal branches on a quarterly basis, based on the number of members in a geographic area. Payments range from $100 - $600 per quarter for 39 lodges. Incentive cash awards for volunteer activity are presented in addition to quarterly payments. Payments: $61,348 2. The Community Benefit program offers an additional $2,000 annually to each branch for service projects organized by NMB members to help people with basic needs. NMB members are actively involved in organizing activities that impact: Habitat for Humanity houses, scholarship programs, blood donation drives, fire and police departments, city and county parks, crime prevention programs, food pantries, schools, homeless shelters, senior citizens, and children including fingerprinting/DNA clinics, essay, photo and coloring contests, local scholarships, book and school supply drives, sponsoring after-school activities, i.e. post-prom parties, service projects. The society also makes annual donations to community organizations that assist youth. Local branch activities provide information on timely topics and provide financial resources for local libraries, school literacy programs, and safety programs. Events: 334, Volunteer Hours: 19,426.5, Payments: $115,816, Local Scholarships: $13,300 3. The Matching Funds program offers grants to each branch when sponsoring a fundraiser benefit for a member or non-member in dire financial need due to illness, accident or disaster. Funds raised locally through branch fundraisers are then matched up to $2,500 per recipient by the society. Each branch can apply for up to $7,500 per year. Hours and events for Matching Funds Benefit fundraisers are included here, as well as, fundraisers held by branches that were not matched by the Home Office. Events: 107, Volunteer Hours: 74,060, Branches raised: $462,782, NMB matched: $94,133, Total: $556,915 4. Family activities that create positive family life and strengthen families by bringing them together for free or subsidized events, i.e. movies, dinners, bowling, bike rides, sporting events, water park outings, etc. These activities include members and non-members alike. Events: 64, Volunteer Hours: 6,071, Payments: $19,095 5. Educational opportunities: Regional and local leadership training seminars are held for training member volunteers to organize successful outreach programs for fellow members and their communities. Events: 2 regional, Hours: 1,717, Payments: $80,741 6. Patriotic programs and activities are encouraged nationally and through the branches, such as organizing annual Flag Day observances and American flag donations to local schools and nonprofit community organizations. Events: 71, Volunteer Hours: 6,072, Payments: $6,778 7. Fraternal support includes activity by members that maintains the branch as a unit; activities include events that assist in the development of the branch such as business meetings, committee work, record-keeping, and the organization of activities for members and their families, along with printing and mailing of flyers and posters to membership for fundraisers, service projects, family and patriotic events. Events: 202, Volunteer Hours: 3,324, Payments: $38,837 8. Fraternal Services support includes activity and resources to implement and oversee its national fraternal programs and branch system. Payments: $144,743 9. Stony Hill School, Fredonia, Wisconsin. National Mutual Benefit has adopted this one-room schoolhouse registered as the birthplace of National Flag Day. The Society underwrites upkeep of Stony Hill School and its educational programs. Events: 1, Volunteer Hours: 100, In Kind Services. 10. FRATERNAL BENEFIT PROGRAM: Members are eligible for these non-contractual fraterna |
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| IRS990/MissionDescription | 0 | Fraternal Benefit Society - As a fraternal benefit insurance society, our mission is to provide meaningful fraternal programs and benefits for our members as well as high quality insurance products and services. We strengthen our members fraternally through charitable, educational and volunteer programs that encourage family values, help improve communities, support patriotism for our country and help others in need. |
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| IRS990/ReportInvestOthSecurities | 0 | 0 |
| IRS990/ReportLandBldgEquip | 0 | 1 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 1 |
| IRS990/ReportProgRelInvest | 0 | 1 |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 26253630 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 27020295 |
| IRS990/Revenue | 0 | 0 |
| IRS990/RevenuesLessExpensesCY | 0 | 766665 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 556469 |
| IRS990/SalariesEtcCurrentYear | 0 | 4941803 |
| IRS990/SalariesEtcPriorYear | 0 | 5042611 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990ScheduleD/AgentTrusteeEtc | 0 | 0 |
| IRS990ScheduleD/Buildings/BookValue | 0 | 519875 |
| IRS990ScheduleD/Buildings/Depreciation | 0 | 1316953 |
| IRS990ScheduleD/Buildings/InvestmentCostOrOtherBasis | 0 | 0 |
| IRS990ScheduleD/Buildings/OtherCostOrOtherBasis | 0 | 1836828 |
| IRS990ScheduleD/DonatedServicesAndFacilities | 0 | 0 |
| IRS990ScheduleD/DonatedServicesUseOfFacilities | 0 | 0 |
| IRS990ScheduleD/DonatedSrvcAndUseOfFacilities | 0 | 0 |
| IRS990ScheduleD/Equipment/BookValue | 0 | 0 |
| IRS990ScheduleD/Equipment/Depreciation | 0 | 0 |
| IRS990ScheduleD/Equipment/InvestmentCostOrOtherBasis | 0 | 0 |
| IRS990ScheduleD/Equipment/OtherCostOrOtherBasis | 0 | 0 |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | 766665 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | 766665 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 929085 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 46136667 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | In 2011, National Mutual Benefit held money in escrow on behalf of two of the society's mortgagees for the payment of their property tax and property insurance. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | SchD_P04_S00_L02b |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | Schedule D, Part IV, Line 2b |
| IRS990ScheduleD/IncludedOnFS | 0 | 1 |
| IRS990ScheduleD/InvestmentExpenses | 0 | 0 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 929085 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 929085 |
| IRS990ScheduleD/InvestmentsProgramRelated/BookValue | 0 | 217563338 |
| IRS990ScheduleD/InvestmentsProgramRelated/BookValue | 1 | 53157285 |
| IRS990ScheduleD/InvestmentsProgramRelated/BookValue | 2 | 8948445 |
| IRS990ScheduleD/InvestmentsProgramRelated/BookValue | 3 | 4616952 |
| IRS990ScheduleD/InvestmentsProgramRelated/BookValue | 4 | 2111888 |
| IRS990ScheduleD/InvestmentsProgramRelated/Description | 0 | Bonds and Surplus Debentures |
| IRS990ScheduleD/InvestmentsProgramRelated/Description | 1 | Mortgage Loans |
| IRS990ScheduleD/InvestmentsProgramRelated/Description | 2 | Common Stock |
| IRS990ScheduleD/InvestmentsProgramRelated/Description | 3 | Contract Loans |
| IRS990ScheduleD/InvestmentsProgramRelated/Description | 4 | Short-term Investments |
| IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation | 0 | C |
| IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation | 1 | C |
| IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation | 2 | F |
| IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation | 3 | C |
| IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation | 4 | F |
| IRS990ScheduleD/Land/BookValue | 0 | 476000 |
| IRS990ScheduleD/Land/InvestmentCostOrOtherBasis | 0 | 0 |
| IRS990ScheduleD/Land/OtherCostOrOtherBasis | 0 | 476000 |
| IRS990ScheduleD/LeaseholdImprovements/BookValue | 0 | 0 |
| IRS990ScheduleD/LeaseholdImprovements/Depreciation | 0 | 0 |
| IRS990ScheduleD/LeaseholdImprovements/InvestmentCostOrOtherBasis | 0 | 0 |
| IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis | 0 | 0 |
| IRS990ScheduleD/LossesReported | 0 | 0 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 0 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | 0 |
| IRS990ScheduleD/OtherAmount | 0 | 0 |
| IRS990ScheduleD/OtherExpensesIncluded | 0 | 0 |
| IRS990ScheduleD/OtherExpensesNotIncluded | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildings/BookValue | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildings/Depreciation | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildings/InvestmentCostOrOtherBasis | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis | 0 | 0 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 244631381 |
| IRS990ScheduleD/OtherLiabilities/Amount | 1 | 10994925 |
| IRS990ScheduleD/OtherLiabilities/Amount | 2 | 3905159 |
| IRS990ScheduleD/OtherLiabilities/Amount | 3 | 3402974 |
| IRS990ScheduleD/OtherLiabilities/Amount | 4 | 1822557 |
| IRS990ScheduleD/OtherLiabilities/Amount | 5 | 1155270 |
| IRS990ScheduleD/OtherLiabilities/Amount | 6 | 686426 |
| IRS990ScheduleD/OtherLiabilities/Amount | 7 | 525764 |
| IRS990ScheduleD/OtherLiabilities/Amount | 8 | 223509 |
| IRS990ScheduleD/OtherLiabilities/Amount | 9 | 141709 |
| IRS990ScheduleD/OtherLiabilities/Amount | 10 | 94718 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | Reserves-Life, Annuity A&H |
| IRS990ScheduleD/OtherLiabilities/Description | 1 | Liability for Deposit-Type Contracts |
| IRS990ScheduleD/OtherLiabilities/Description | 2 | Post Retirement Benefit Reserve |
| IRS990ScheduleD/OtherLiabilities/Description | 3 | Asset Valuation Reserve |
| IRS990ScheduleD/OtherLiabilities/Description | 4 | Deferred Compensation Reserve |
| IRS990ScheduleD/OtherLiabilities/Description | 5 | Contract Claims-Life, A&H |
| IRS990ScheduleD/OtherLiabilities/Description | 6 | Interest Maintenance Reserve |
| IRS990ScheduleD/OtherLiabilities/Description | 7 | Refunds Payable-Not Yet Apportioned |
| IRS990ScheduleD/OtherLiabilities/Description | 8 | Remittance and Items Not Allocated |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $295,369,899
- Liabilities
- $268,349,604
- Net assets
- $27,020,295
- Revenue
- -
- Expenses
- $47,065,752
- Net income
- -