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.
0.90x
Liabilities / Revenue
81st percentile
Higher debt load relative to revenue than 81% of similar nonprofits.
Net Margin
51st percentile
Higher net margin than 51% of similar nonprofits.
Top Officer Pay
28th percentile
Higher top officer pay than 28% of similar nonprofits.
Top officer pay equals 0.9% of source-year revenue.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$318,746,371
Up $10,367,643 (+3.4%) from 2012
Net Assets
Up$32,302,306
Up $4,297,157 (+15%) from 2012
Liabilities
Up$286,444,065
Up $6,070,486 (+2.2%) from 2012
Revenue And Expenses
Revenue
$38,634,202
No earlier filing loaded for comparison.
Expenses
Down$35,819,040
Down $5,213,515 (-13%) from 2012
Net Income
$2,815,162
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- May 14, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $38,634,202
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.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Program Related | $302,221,687 | $312,203,734 | ▲ $9,982,047 |
| Rtn Earn Endowment Incm Other Fnds | $28,005,149 | $32,302,306 | ▲ $4,297,157 |
| Land, Buildings, and Equipment, Net | $936,581 | $2,172,807 | ▲ $1,236,226 |
| Investments Other Securities | $790,663 | - | - |
| Receivables From Officers Etc | $534 | - | - |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Cash and Non-Interest-Bearing Accounts | $-36,561 | $-326,338 | ▼ $289,777 |
| Total Assets | $308,378,728 | $318,746,371 | ▲ $10,367,643 |
| Other Assets Total | $4,465,824 | $4,696,168 | ▲ $230,344 |
| Liabilities | |||
| Other Liabilities | $279,487,199 | $285,485,970 | ▲ $5,998,771 |
| Accounts Payable and Accrued Expenses | $806,272 | $885,159 | ▲ $78,887 |
| Escrow Account Liability | $64,777 | $57,296 | ▼ $7,481 |
| Deferred Revenue | $15,331 | $15,640 | ▲ $309 |
| Total Liabilities | $280,373,579 | $286,444,065 | ▲ $6,070,486 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $28,005,149 | $32,302,306 | ▲ $4,297,157 |
| Total Liabilities and Net Assets / Fund Balance | $308,378,728 | $318,746,371 | ▲ $10,367,643 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $1,389,882 | $1,484,074 | $1,858,301 |
| Land | $782,925 | - | $476,000 |
| Investment Program Related Org | $4,341,384 | - | - |
| Other Land Buildings | $0 | $0 | $0 |
| Equipment | $0 | $0 | $0 |
| Leasehold Improvements | $0 | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| George F Yanna | President | FT | $194,696 | $141,827 | $336,523 |
| Steven G Reindl | Secretary/Vice President - Operations | FT | $120,747 | $142,691 | $263,438 |
| Paul M Stadler | Vice President - Marketing | FT | $155,214 | $66,885 | $222,099 |
| Anne D Rogers | Vice President - Fraternal | FT | $75,550 | $119,845 | $195,395 |
| Jenna M Dunker | Treasurer | FT | $83,571 | $22,419 | $105,990 |
| Maureen A O'Hern Hahn | Outside Director | - | $44,550 | $41,882 | $86,432 |
| Thomas R Johnson | Outside Director | - | $44,550 | $34,684 | $79,234 |
| Nancy Nelson Heykes | Outside Director | - | $39,825 | $34,684 | $74,509 |
| John E Rashke | Outside Director | - | $39,825 | $15,633 | $55,458 |
| Donald Lohrentz | Former Outside Director | - | $27,230 | $27,230 | $27,230 |
| Darold A Treffert MD | Former Outside Director | - | $21,384 | $21,384 | $21,384 |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Prime Advisors Inc | Bond Investment Managers | - | $391,518 |
| Godfrey & Kahn SC | Law Firm | - | $156,475 |
| Griffith Ballard & Company | Actuarial Consultants | - | $149,498 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $38,634,202
- Investment Income
- $0
- Other Revenue
- $0
- Change in Net Assets
- $2,815,162
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $37,296,696
- Revenue Not Reported on Financial Statements
- $1,337,506
- Revenue Not Reported on Form 990
- $1,481,995
- Other Revenue Adjustments
- $0
- Total Revenue per Audited Statements
- $38,778,691
- Total Revenue per Form 990
- $38,634,202
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $5,307,954 |
| Other Expenses | $5,113,080 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $25,398,006 |
| Other Salaries and Wages | - | - | - | $2,400,225 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $1,420,010 |
| Other Employee Benefits | - | - | - | $918,901 |
| Office Expenses | - | - | - | $533,485 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $466,188 |
| Information Technology | - | - | - | $351,527 |
| Occupancy | - | - | - | $350,004 |
| Payroll Taxes | - | - | - | $334,854 |
| Fees for Services Legal | - | - | - | $308,162 |
| Other Expenses | - | - | - | $270,445 |
| Pension Plan Contributions | - | - | - | $233,964 |
| Fees for Services Accounting | - | - | - | $210,297 |
| Depreciation Depletion | - | - | - | $153,385 |
| Fees for Services Other | - | - | - | $131,713 |
| Travel | - | - | - | $119,373 |
| All Other Expenses | - | - | - | $86,835 |
| Insurance | - | - | - | $74,003 |
| Advertising | - | - | - | $45,794 |
| Conferences and Meetings | - | - | - | $18,172 |
| Total Functional Expenses | $0 | $0 | $0 | $35,819,040 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $35,819,040 |
| Expenses per Audited Statements | $34,481,534 |
| Total Expenses per Audited Statements | $34,481,534 |
| Expenses Not Reported on Financial Statements | $1,337,506 |
| Expenses Not Reported on Form 990 | $0 |
| Other Expense Adjustments | $0 |
International Activity
International Summary
- Offices
- 0
- Employees
- 0
- Spending
- $33,789,820
International Compliance
- Activity in boycott countries
- No
- Foreign corporation ownership
- No
- Foreign partnership interest
- No
- Interest in foreign trust
- No
- Passive foreign investment company interest
- No
- Transfers to foreign corporations
- No
International Activities
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | Investments | - | - | - | $19,332,743 |
| East Asia and the Pacific | Investments | - | - | - | $9,706,332 |
| North America (including Canada and Mexico, but not the United States) | Investments | - | - | - | $4,255,140 |
| Central America and the Caribbean | Investments | - | - | - | $495,605 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Officers, Directors, Trustees, and Key Employees | $534 | - | - |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Reserves - Life, Annuity, A&H | $259,884,813 |
| Liability for Deposit-Type Contracts | $12,238,594 |
| Asset Valuation Reserve | $4,015,980 |
| Post-Retirement Benefit Reserve | $4,008,240 |
| Deferred Compensation Reserve | $2,614,296 |
| Contract Claims - Life, A&H | $1,377,040 |
| Interest Maintenance Reserve | $682,165 |
| Refund Payable - Not Yet Apportioned | $410,147 |
| Remittances and Items Not Allocated | $136,441 |
| Escheat Items | $59,594 |
| Fieldworkers' Credit Balances | $58,660 |
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 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
Governance Explanations
Form 990, Part VI, Section A, Line 6
“National Mutual Benefit is a mutual fraternal benefit insurance society and is therefore owned by its policyholder members.”
Form 990, Part VI, Section A, Line 7A
“National Mutual Benefit's members elect the four independent directors every four years.”
Form 990, Part VI, Section A, Line 9
“Nancy Nelson Heykes W175 Lake Sandia Drive, Krakow, WI 54137, Thomas R Johnson 2800 Marledge St, Madison, WI 53711, John E Rashke 7670 Moraine Ridge Road, Verona, WI 53593, Maureen O'Hern Hahn 4 Meadowbrook Lane, Appleton, WI 54914, Darold A Treffert MD W4065 Maplewood Lane, Fond du Lac, WI 54937, Donald W Lohrentz 10554 Royal Porthcawl Dr, Naperville, IL 60564”
Form 990, Part VI, Section B, Line 11B
“The accounting department completed the Form 990 and gave a copy to the Treasurer to review. Following the Treasurer review, the President and Secretary/Vice President of Operations were given copies for review. The completed 990 was then emailed to the four independent directors for their review.”
Form 990, Part VI, Section B, Line 12C
“Conflict of interest questionnaires are required from all officers, directors and key employees annually stating any conflict they may have. If there are any stated, the governing body determines any needed action.”
Form 990, Part VI, Section B, Line 15
“A board appointed Compensation Committee annually reviews the compensation of the CEO along with the other officers of the organization. Outside salary surveys of similar fraternal benefit societies, data concerning similar positions in the area, the performance and financial status of the society general cost of living/inflation increases, and general economic conditions are taken into consideration. The recommendations of the compensation committee are then considered by the full board of directors and are either approved or modified. Information regarding the positions to which this process applies and the latest review periods follow: President/CEO 6/2013, Secretary/Vice President of Operations - 6/2013, Treasurer - 6/2013, Vice President of Fraternal - 6/2013, Vice President of Marketing - 6/2013, President of Marketing - 6/2013.”
Form 990, Part VI, Section C, Line 19
“The governing documents are filed with our state of domicile (Wisconsin) when any changes are made, are published periodically in our official publication "The Benefit News" and are also available upon request. The financial statements are published annually in the "The Benefit News" and are filed quarterly with the NAIC and with the states that require them. The conflict of interest policy is available upon request.”
Filing and Contact Details
Filer
- EIN
- 39-0494090
- Phone
- 6088331936
Signing Officer
- Name
- Jenna Dunker
- Title
- Treasurer
- Phone
- 6088331936
- Signed
- 2014-05-14
Organization Details
- Principal Officer
- George F Yanna
- Formed
- 1916
- Legal Domicile
- Wi
- Voting Board Members
- 5
- Independent Board Members
- 4
- Employees
- 114
- Volunteers
- 22,224
Supplemental Narrative
Financial Statement Notes
Schedule D, Part IV, Line 2B
“In 2013, 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. In addition, National Mutual Benefit held security deposits paid to the society by the lessees of property held for the production of income.”
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| IRS990/ActivityOrMissionDesc | 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/Desc | 0 | FRATERNAL ACTVITIES AND PROGRAMS - The following is a report of expenditures, activities and programs of National Mutual Benefit and its branches completed in 2013 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 40 lodges. Incentive cash awards for volunteer activity are presented in addition to quarterly payments. Payments: $58,700 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: 121, Volunteer Hours: 26,494, Payments: $55,817, Local Scholarships: $6,950 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 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: 39, Volunteer Hours: 21,597, Branches raised: $214,666, NMB matched: $74,707, Total Disbursed: $289,373 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: 99, Volunteer Hours: 10,457, Payments: $20,372 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: 38, Volunteer Hours: 7,820, Payments: $5,801 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: 166, Hours: 2,449, Payments: $32,692 8. Fraternal Services support includes other activity and resources to implement and oversee its national fraternal mission. Payments: $321,681 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-c |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | 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/OtherCompensationAmt | 0 | 34684 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 34684 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 15633 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 41882 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 121462 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 128562 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 22419 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 115302 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 49463 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Thomas R Johnson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Nancy Nelson Heykes |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | John E Rashke |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Maureen A O'Hern Hahn |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | George F Yanna |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Steven G Reindl |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Jenna M Dunker |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Anne D Rogers |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Paul M Stadler |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Donald Lohrentz |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Darold A Treffert MD |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 44550 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 39825 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 39825 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 44550 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 212966 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 133511 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 83571 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 79217 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 170944 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 27230 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 21384 |
| 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/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Outside Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Outside Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Outside Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Outside Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Secretary/Vice President - Operations |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Vice President - Fraternal |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Vice President - Marketing |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Former Outside Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Former Outside Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1916 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 1 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 38634202 |
| IRS990/GroupExemptionNum | 0 | 0532 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 351527 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 74003 |
| IRS990/InvestmentExpenseAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 790663 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 302221687 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 312203734 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1484074 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 936581 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 2172807 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 3656881 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 1 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 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/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 28005149 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 32302306 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1481995 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 350004 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 533485 |
| IRS990/OfficerMailingAddressInd | 0 | 1 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 4465824 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 4696168 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 918901 |
| IRS990/OtherExpensesGrp/Desc | 0 | Commission/Field Expense |
| IRS990/OtherExpensesGrp/Desc | 1 | Deferred Compensation Benefit Reserve |
| IRS990/OtherExpensesGrp/Desc | 2 | Fraternal Expenses |
| IRS990/OtherExpensesGrp/Desc | 3 | Change in AVR |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1203037 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 418368 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 372292 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 270445 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 279487199 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 285485970 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2400225 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 334854 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 233964 |
| IRS990/PoliciesReferenceChaptersInd | 0 | 1 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | George F Yanna |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 524113 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 524113 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 524113 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 524113 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 524113 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Insurance Premiums |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Investment Income |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Realized Capital Gains |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Gains-Post-Retirement Benefit Reserve |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | Commission Reinsurance Ceded |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 2 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 3 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 4 | 0 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 19544162 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 16479240 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 1560127 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 443855 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 292420 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 19544162 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 16479240 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1560127 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 443855 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 292420 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 2 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 3 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 4 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 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: 38,136 |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 34796590 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 30199332 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 5760223 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 40939630 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -92925 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 5073000 |
| IRS990/PYTotalExpensesAmt | 0 | 41032555 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 40939630 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 534 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 2815162 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 1 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 28005149 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 32302306 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/AgentTrusteeEtcInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 1389882 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 1484074 |
| IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt | 0 | 1015655 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1858301 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 0 |
| IRS990ScheduleD/DonatedServicesUseFcltsAmt | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 1337506 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 34481534 |
| IRS990ScheduleD/ExplanationProvidedInd | 0 | X |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | 1 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 1337506 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 1337506 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 258439372 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 1 | 32652328 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 2 | 10931292 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 3 | 5839358 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 4 | 4341384 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | Bonds and Surplus Debentures |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 1 | Mortgage Loans |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 2 | Common Stock |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 3 | Short-term Investments |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 4 | Contract Loans |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 1 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 3 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 4 | C |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 782925 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 306925 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 476000 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt | 0 | 0 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/LossesReportedAmt | 0 | 0 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1481995 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 0 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 259884813 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 12238594 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 4015980 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 4008240 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 4 | 2614296 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 5 | 1377040 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 6 | 682165 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 7 | 410147 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 8 | 136441 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 9 | 59594 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 10 | 58660 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Reserves - Life, Annuity, A&H |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Liability for Deposit-Type Contracts |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | Asset Valuation Reserve |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 3 | Post-Retirement Benefit Reserve |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 4 | Deferred Compensation Reserve |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 5 | Contract Claims - Life, A&H |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 6 | Interest Maintenance Reserve |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 7 | Refund Payable - Not Yet Apportioned |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 8 | Remittances and Items Not Allocated |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $318,746,371
- Liabilities
- $286,444,065
- Net assets
- $32,302,306
- Revenue
- $38,634,202
- Expenses
- $35,819,040
- Net income
- $2,815,162
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