Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% 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
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$308,378,728
Up $13,008,829 (+4.4%) from 2011
Net Assets
Up$28,005,149
Up $984,854 (+3.6%) from 2011
Liabilities
Up$280,373,579
Up $12,023,975 (+4.5%) from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$41,032,555
Down $6,033,197 (-13%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2012 to Dec 31, 2012
- Signed
- May 14, 2013
- Return Version
- 2012v2.0
- Gross Receipts
- $40,939,630
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: 39,663
Filing and Contact Details
Filer
- EIN
- 39-0494090
Raw XML AppendixShowing 400 of 734 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 |
|---|---|---|
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| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 723016 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 806272 |
| 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: 39,663 |
| IRS990/Activity2/Expense | 0 | 39967750 |
| 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/CashNonInterestBearing/EOY | 0 | -36561 |
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| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 1556859 |
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| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 22635 NE Marketplace Dr |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 1 | PO Box 201392 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 2 | 100 1st Ave |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine2 | 0 | Ste 160 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine2 | 1 | Ste 117 |
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| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 1 | 753201392 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 2 | 52401 |
| IRS990/ContractorCompensation/Compensation | 0 | 367574 |
| IRS990/ContractorCompensation/Compensation | 1 | 143517 |
| IRS990/ContractorCompensation/Compensation | 2 | 133079 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | Bond Investment Managers |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | Medical Information |
| IRS990/ContractorCompensation/DescriptionOfServices | 2 | Actuarial Consultants |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | Prime Advisors Inc |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 1 | Exam One |
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| IRS990/DeductibleContributionsOfArt | 0 | 0 |
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| IRS990/DeferredRevenue/BOY | 0 | 20562 |
| IRS990/DeferredRevenue/EOY | 0 | 15331 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DepreciationDepletion/Total | 0 | 119705 |
| IRS990/DescribedIn501C3 | 0 | 0 |
| 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 2012 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: $58,811 2. The Community Benefit program offers additional grants to branches for service projects organized by NMB members to help people with basic needs. NMB members are actively involved in organizing activities that impact: scholarship programs, blood donation drives, fire and police departments, city and county parks, crime prevention programs, food pantries, schools, homeless shelters, senior citizens, and impact children including fingerprinting/DNA programs, essay, photo and coloring contests, book and school supply drives, after-school activities, i.e. post-prom parties, service projects. The Society also makes annual donations to community organizations that assist youth and families. Local branch activities provide financial resources for local libraries, school literacy programs and safety programs. Events: 309, Volunteer Hours: 37,665, Payments: $77,195, Local Scholarships: $10,016 3. The Matching Funds program offers grants to branches 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/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: 66, Volunteer Hours: 37,759, Branches raised: $266,063, NMB matched: $63,495, Total Disbursed: $329,558 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 nonmembers alike. Events: 80, Volunteer Hours: 7,546, Payments: $13,409 5. Educational Leadership 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: 1 Combined for 5 states, Hours: 5,783, Payments: $115,762 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 support of programs to improve quality of life for active troops and veterans. Events: 41, Volunteer Hours: 5,021, Payments: $3,506 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 & posters to membership for fundraisers, service projects, family & patriotic events. Events: 200, Hours: 2,464, Payments: $98,734 8. Fraternal Services support includes other activity and resources to implement and oversee its national fraternal mission. Payments: $91,549 9. Stony Hill School, Fredonia, Wisconsin. National Mutual Benefit has adopted this one-room schoolhouse recognized on the National Register of Historic Places as the birthplace of National Flag Day. The Society underwrites upkeep of Stony Hill School and its educational programs. Volunteer Hours: 108, Payments: $1,000, In-kind Services: Design/Printing 10. FRATERNAL BENEFIT PROGRAM: Members are eligible for these non-contractua |
| IRS990/DisregardedEntity | 0 | 1 |
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| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | 1 |
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| IRS990/EscrowAccountLiability/EOY | 0 | 64777 |
| IRS990/Expense | 0 | 1064805 |
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| IRS990/FeesForServicesAccounting/Total | 0 | 188985 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 437357 |
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| IRS990/FeesForServicesOther/Total | 0 | 159020 |
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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/NameOfPrincipalOfficerPerson | 0 | George F Yanna |
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| IRS990/OtherExpenses/Description | 2 | Post-Retirement Benefit Reserve |
| IRS990/OtherExpenses/Description | 3 | Fraternal Expenses |
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| IRS990/ProgramServiceRevenue/Description | 0 | Insurance Premiums |
| IRS990/ProgramServiceRevenue/Description | 1 | Investment Income |
| IRS990/ProgramServiceRevenue/Description | 2 | Commission Reinsurance Ceded |
| IRS990/ProgramServiceRevenue/Description | 3 | Rent Income |
| IRS990/ProgramServiceRevenue/Description | 4 | Amortization of IMR |
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| IRS990/ReceivablesFromOfficersEtc/BOY | 0 | 959 |
| IRS990/ReceivablesFromOfficersEtc/EOY | 0 | 534 |
| IRS990/ReconcilationDonatedServices | 0 | 0 |
| IRS990/ReconcilationInvestExpenses | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 0 |
| IRS990/ReconcilationPriorAdjustment | 0 | 0 |
| IRS990/ReconcilationRevenueExpenses | 0 | -92925 |
| IRS990/ReconciliationUnrealizedInvest | 0 | 1077779 |
| IRS990/RegularMonitoringEnforcement | 0 | 1 |
| IRS990/RelatedEntity | 0 | 1 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/RentalIncomeOrLoss/Personal | 0 | 0 |
| IRS990/RentalIncomeOrLoss/Real | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 0 |
| IRS990/ReportInvestOthSecurities | 0 | 0 |
| IRS990/ReportLandBldgEquip | 0 | 1 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 1 |
| IRS990/ReportProgRelInvest | 0 | 1 |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 27020295 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 28005149 |
| IRS990/Revenue | 0 | 0 |
| IRS990/RevenuesLessExpensesCY | 0 | -92925 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 766665 |
| IRS990/SalariesEtcCurrentYear | 0 | 5073000 |
| IRS990/SalariesEtcPriorYear | 0 | 4941803 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990ScheduleD/AgentTrusteeEtc | 0 | 0 |
| IRS990ScheduleD/Buildings/BookValue | 0 | 460581 |
| IRS990ScheduleD/Buildings/Depreciation | 0 | 1383247 |
| IRS990ScheduleD/Buildings/InvestmentCostOrOtherBasis | 0 | 0 |
| IRS990ScheduleD/Buildings/OtherCostOrOtherBasis | 0 | 1843828 |
| 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/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 1045681 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 39986874 |
| IRS990ScheduleD/ExplanationInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | In 2012, National Mutual Benefit held money in escrow on behalf of three of the society's mortgagors for the payment of their property tax and property insurance. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | SchD_P04_S00_L02b |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | Schedule D, Part IV, Line 2b |
| IRS990ScheduleD/IncludedOnFS | 0 | 1 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 1045681 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 1045681 |
| IRS990ScheduleD/InvestmentsProgramRelated/BookValue | 0 | 232724181 |
| IRS990ScheduleD/InvestmentsProgramRelated/BookValue | 1 | 48646678 |
| IRS990ScheduleD/InvestmentsProgramRelated/BookValue | 2 | 10154376 |
| IRS990ScheduleD/InvestmentsProgramRelated/BookValue | 3 | 6249006 |
| IRS990ScheduleD/InvestmentsProgramRelated/BookValue | 4 | 4447446 |
| IRS990ScheduleD/InvestmentsProgramRelated/Description | 0 | Bonds and Surplus Debentures |
| IRS990ScheduleD/InvestmentsProgramRelated/Description | 1 | Mortgage Loans |
| IRS990ScheduleD/InvestmentsProgramRelated/Description | 2 | Common Stock |
| IRS990ScheduleD/InvestmentsProgramRelated/Description | 3 | Short-term Investments |
| IRS990ScheduleD/InvestmentsProgramRelated/Description | 4 | Contract Loans |
| IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation | 0 | C |
| IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation | 1 | C |
| IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation | 2 | F |
| IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation | 3 | F |
| IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation | 4 | C |
| 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 | 1077779 |
| 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 | 253891612 |
| IRS990ScheduleD/OtherLiabilities/Amount | 1 | 11685824 |
| IRS990ScheduleD/OtherLiabilities/Amount | 2 | 4452096 |
| IRS990ScheduleD/OtherLiabilities/Amount | 3 | 3745535 |
| IRS990ScheduleD/OtherLiabilities/Amount | 4 | 2310700 |
| IRS990ScheduleD/OtherLiabilities/Amount | 5 | 1975396 |
| IRS990ScheduleD/OtherLiabilities/Amount | 6 | 568564 |
| IRS990ScheduleD/OtherLiabilities/Amount | 7 | 532999 |
| IRS990ScheduleD/OtherLiabilities/Amount | 8 | 167758 |
| IRS990ScheduleD/OtherLiabilities/Amount | 9 | 84190 |
| IRS990ScheduleD/OtherLiabilities/Amount | 10 | 52770 |
| IRS990ScheduleD/OtherLiabilities/Amount | 11 | 19755 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | Reserves-Life, Annuity, A&H |
| IRS990ScheduleD/OtherLiabilities/Description | 1 | Liability for Deposit-Type Contracts |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $308,378,728
- Liabilities
- $280,373,579
- Net assets
- $28,005,149
- Revenue
- -
- Expenses
- $41,032,555
- Net income
- -