Civic Intelligence

National Mutual Benefit

990 • Fiscal year 2014 • EIN 39-0494090

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

6522 Grand Teton PlazaMadison, WI 53719-2912

(608) 833-1936

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.90x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

7.59x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Net Margin

39th percentile

4.1%

Higher net margin than 39% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

16th percentile

$279,305

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2014 filings • $250M-$1B nonprofits • Source year 2014

Asset Growth

32nd percentile

2.5%

Faster asset growth than 32% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-0.2%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • $250M-$1B nonprofits • Annualized from 2013 to 2014

Assets

Up

$326,851,278

Up $8,104,907 (+2.5%) from 2013

Net Assets

Up

$34,156,052

Up $1,853,746 (+5.7%) from 2013

Liabilities

Up

$292,695,226

Up $6,251,161 (+2.2%) from 2013

Revenue

Down

$38,557,706

Down $76,496 (-0.2%) from 2013

Expenses

Up

$36,975,543

Up $1,156,503 (+3.2%) from 2013

Net Income

Down

$1,582,163

Down $1,232,999 (-44%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2010: $277,768,734Liabilities 2010: $251,515,104Net Assets 2010: $26,253,6302010Assets 2011: $295,369,899Liabilities 2011: $268,349,604Net Assets 2011: $27,020,2952011Assets 2012: $308,378,728Liabilities 2012: $280,373,579Net Assets 2012: $28,005,1492012Assets 2013: $318,746,371Liabilities 2013: $286,444,065Net Assets 2013: $32,302,3062013Assets 2014: $326,851,278Liabilities 2014: $292,695,226Net Assets 2014: $34,156,0522014Assets 2015: $332,156,687Liabilities 2015: $297,654,351Net Assets 2015: $34,502,3362015Assets 2016: $337,933,080Liabilities 2016: $302,101,646Net Assets 2016: $35,831,4342016Assets 2017: $343,641,412Liabilities 2017: $308,278,348Net Assets 2017: $35,363,0642017Assets 2018: $342,336,050Liabilities 2018: $307,303,255Net Assets 2018: $35,032,7952018Assets 2019: $344,960,028Liabilities 2019: $307,487,196Net Assets 2019: $37,472,8322019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2014

Assets$326,851,278
Liabilities$292,695,226
Net Assets$34,156,052

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $44,051,1432010Expenses 2011: $47,065,7522011Expenses 2012: $41,032,5552012Revenue 2013: $38,634,202Expenses 2013: $35,819,040Net Income 2013: $2,815,1622013Revenue 2014: $38,557,706Expenses 2014: $36,975,543Net Income 2014: $1,582,1632014Revenue 2015: $37,032,573Expenses 2015: $35,004,924Net Income 2015: $2,027,6492015Revenue 2016: $37,086,570Expenses 2016: $36,800,560Net Income 2016: $286,0102016Revenue 2017: $37,441,954Expenses 2017: $39,224,535Net Income 2017: -$1,782,5812017Revenue 2018: $37,820,673Expenses 2018: $36,028,952Net Income 2018: $1,791,7212018Revenue 2019: $36,172,507Expenses 2019: $35,733,683Net Income 2019: $438,8242019Revenue 2020: $36,708,977Expenses 2020: $38,443,654Net Income 2020: -$1,734,6772020

Highlighted filing

2014

Revenue$38,557,706
Expenses$36,975,543
Net Income$1,582,163
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Gross Receipts
$38,557,706
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
LineBeginningEndChange
Assets
Investments Program Related$312,203,734$321,507,443▲ $9,303,709
Rtn Earn Endowment Incm Other Fnds$32,302,306$34,156,052▲ $1,853,746
Land, Buildings, and Equipment, Net$2,172,807$825,436▼ $1,347,371
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-326,338$-152,488▲ $173,850
Total Assets$318,746,371$326,851,278▲ $8,104,907
Other Assets Total$4,696,168$4,670,887▼ $25,281
Liabilities
Other Liabilities$285,485,970$291,743,809▲ $6,257,839
Accounts Payable and Accrued Expenses$885,159$878,978▼ $6,181
Escrow Account Liability$57,296$57,694▲ $398
Deferred Revenue$15,640$14,745▼ $895
Total Liabilities$286,444,065$292,695,226▲ $6,251,161
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,302,306$34,156,052▲ $1,853,746
Total Liabilities and Net Assets / Fund Balance$318,746,371$326,851,278▲ $8,104,907

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$349,436$1,521,943$1,871,379
Land$476,000-$476,000
Investment Program Related Org$3,984,478--
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
George F YannaPresidentFT$199,057$82,418$281,475
Paul M StadlerVice President - MarketingFT$175,189$70,233$245,422
Steven G ReindlSecretary/Vice President - OperationsFT$132,497$87,375$219,872
Anne D RogersVice President - FraternalFT$91,911$51,560$143,471
Jenna M DunkerTreasurerFT$94,222$37,670$131,892
Thomas R JohnsonOutside Director-$48,013$17,500$65,513
Maureen A O'Hern HahnOutside Director-$44,863$17,500$62,363
John E RashkeOutside Director-$43,813$17,500$61,313
Nancy Nelson HeykesOutside Director-$38,563$17,500$56,063

Highest Paid Contractors

ContractorServicesLocationCompensation
Prime Advisors IncBond Investment Managers22635 NE Marketplace Dr, Ste 160, Redmond, WA 98053$414,982
Griffith Ballard & CompanyActuarial Consultants100 1st Ave NE, Ste 117, Cedar Rapids, IA 52401$133,280
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$38,557,706
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,582,163

Audited Revenue Reconciliation

Revenue per Audited Statements
$37,525,715
Revenue Not Reported on Financial Statements
$1,031,991
Revenue Not Reported on Form 990
$271,583
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$37,797,298
Total Revenue per Form 990
$38,557,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,774,296
Salaries, Compensation, and Employee Benefits$5,117,982
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$26,083,265
Other Salaries and Wages---$2,576,731
Current Officers, Directors, Trustees, and Key Employees---$1,269,275
Other Employee Benefits---$696,634
Information Technology---$576,434
Office Expenses---$572,132
Fees for Service Investment Mgmnt Fees---$500,067
Occupancy---$350,004
Payroll Taxes---$346,252
All Other Expenses---$309,844
Other Expenses---$232,569
Pension Plan Contributions---$229,090
Fees for Services Accounting---$213,621
Travel---$139,486
Depreciation Depletion---$137,566
Fees for Services Other---$123,460
Insurance---$67,963
Conferences and Meetings---$50,663
Advertising---$34,050
Fees for Services Legal---$2,276
Total Functional Expenses$0$0$0$36,975,543

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$36,975,543
Expenses per Audited Statements$35,943,552
Total Expenses per Audited Statements$35,943,552
Expenses Not Reported on Financial Statements$1,031,991
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$33,610,171

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

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland and Greenland)Investments---$17,520,569
East Asia and the PacificInvestments---$9,684,766
North America (including Canada and Mexico, but not the United States)Investments---$5,935,081
Central America and the CaribbeanInvestments---$469,755
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserves - Life, Annuity, A&H$264,540,251
Liability for Deposit Type Contracts$12,642,658
Post-Retirement Benefit Reserve$5,083,839
Asset Valuation Reserve$4,248,549
Deferred Compensation Reserve$2,774,150
Contract Claims - Life, A&H$1,119,930
Interest Maintenance Reserve$753,249
Refund Payable - Not yet apportioned$422,022
Escheat Items$60,756
Remittances and Items Not Allocated$51,049
Fieldworkers' Credit Balances$47,356
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

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 to 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 6/2014, Secretary/Vice President of Operations - 6/2014, Treasurer - 6/2014, Vice President of Fraternal - 6/2014, Vice President of Marketing 6/2014.

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 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

Filer Name
National Mutual Benefit
EIN
39-0494090
Phone
6088331936
Address
6522 Grand Teton Plaza, Madison, WI 53719-2912

Signing Officer

Name
Jenna Dunker
Title
Treasurer
Phone
6088331936
Signed
2015-05-12

Organization Details

Principal Officer
George F Yanna
Formed
1916
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
4
Employees
116
Volunteers
24,473
Supplemental Narrative

Financial Statement Notes

Schedule D, Part IV, Line 2B

In 2014, National Mutual Benefit held money in escrow on behalf of the society's mortgagors for the payment of their property tax and property insurance.

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IRS990/ActivityOrMissionDesc0Fraternal 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/Desc0FRATERNAL ACTVITIES AND PROGRAMS - The following is a report of expenditures, activities and programs of National Mutual Benefit and its branches completed in 2014 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: $59,700 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: 92, Volunteer Hours: 21,220, Payments: $44,100, Local Scholarships: $7,625 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: 41, Volunteer Hours: 30,219, Branches raised: $409,065, NMB matched: $80,055, Total Disbursed: $489,120 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: 115, Volunteer Hours: 14,574, Payments: $20,975 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: 2 Regional, Hours: 6,235, Payments: $80,080 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: 40, Volunteer Hours: 3,505, Payments: $6,398 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: 189, Hours: 1,962, Payments: $36,698 8. Fraternal Services support includes other activity and resources to implement and oversee its national fraternal mission. Payments: $142,558 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: 50, Payments: $6,000, In-kind Services: Design/Printing 10. FRATERNAL BENEFIT PROGRAM: Members are eligible for these non-contractual frat
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IRS990/Form990PartVIISectionAGrp/PersonNm7Anne D Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm8Paul M Stadler
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt048013
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt138563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt243813
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt344863
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4229044
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5152865
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt694222
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt791911
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8209418
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Outside Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Outside Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Outside Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Outside Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary/Vice President - Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President - Fraternal
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President - Marketing
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01916
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt038557706
IRS990/GroupExemptionNum00532
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0576434
IRS990/InsuranceGrp/TotalAmt067963
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0312203734
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0321507443
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01521943
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02172807
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0825436
IRS990/LandBldgEquipCostOrOtherBssAmt02347379
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Fraternal 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt032302306
IRS990/NetAssetsOrFundBalancesEOYAmt034156052
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0271583
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0350004
IRS990/OfficeExpensesGrp/TotalAmt0572132
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04696168
IRS990/OtherAssetsTotalGrp/EOYAmt04670887
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0696634
IRS990/OtherExpensesGrp/Desc0Post-Retirement Benefit Reserve
IRS990/OtherExpensesGrp/Desc1Commission/Field Expenses
IRS990/OtherExpensesGrp/Desc2Fraternal Activities
IRS990/OtherExpensesGrp/Desc3Change in Asset Valuation Reserve
IRS990/OtherExpensesGrp/TotalAmt01075599
IRS990/OtherExpensesGrp/TotalAmt1988376
IRS990/OtherExpensesGrp/TotalAmt2400186
IRS990/OtherExpensesGrp/TotalAmt3232569
IRS990/OtherLiabilitiesGrp/BOYAmt0285485970
IRS990/OtherLiabilitiesGrp/EOYAmt0291743809
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt02576731
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0346252
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0229090
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0George F Yanna
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524113
IRS990/ProgramServiceRevenueGrp/BusinessCd1524113
IRS990/ProgramServiceRevenueGrp/BusinessCd2524113
IRS990/ProgramServiceRevenueGrp/BusinessCd3524113
IRS990/ProgramServiceRevenueGrp/BusinessCd4524113
IRS990/ProgramServiceRevenueGrp/Desc0Insurance Premiums
IRS990/ProgramServiceRevenueGrp/Desc1Investment Income
IRS990/ProgramServiceRevenueGrp/Desc2Realized Capital Gains
IRS990/ProgramServiceRevenueGrp/Desc3Commission Reinsurance Ceded
IRS990/ProgramServiceRevenueGrp/Desc4Amortization of IMR
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019525080
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116957092
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21429191
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3314263
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4132926
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019525080
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116957092
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21429191
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3314263
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4132926
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/Desc0INSURANCE 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: 36,509
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt035864794
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025398006
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt05113080
IRS990/PYProgramServiceRevenueAmt038634202
IRS990/PYRevenuesLessExpensesAmt02815162
IRS990/PYSalariesCompEmpBnftPaidAmt05307954
IRS990/PYTotalExpensesAmt035819040
IRS990/PYTotalRevenueAmt038634202
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01582163
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt032302306
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034156052
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0349436
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01521943
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01871379
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01031991
IRS990ScheduleD/ExpensesSubtotalAmt035943552
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01031991
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01031991
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0273071085
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt122277641
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt212548193
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt39626046
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt43984478
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Bonds and Surplus Debentures
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Mortgage Loans
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2Common Stock
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3Short-term Investments
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4Contract Loans
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C
IRS990ScheduleD/LandGrp/BookValueAmt0476000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0476000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0271583
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0264540251
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112642658
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25083839
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34248549
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt42774150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51119930
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt6753249
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt7422022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt860756
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt951049
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1047356
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Reserves - Life, Annuity, A&H
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Liability for Deposit Type Contracts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Post-Retirement Benefit Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Asset Valuation Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Deferred Compensation Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5Contract Claims - Life, A&H
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6Interest Maintenance Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7Refund Payable - Not yet apportioned
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc8Escheat Items
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc9Remittances and Items Not Allocated
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc10Fieldworkers' Credit Balances
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt0271583
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01031991
IRS990ScheduleD/RevenueSubtotalAmt037525715
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In 2014, National Mutual Benefit held money in escrow on behalf of the society's mortgagors for the payment of their property tax and property insurance.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part IV, Line 2b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0825436
IRS990ScheduleD/TotalBookValueProgramRltdAmt0321507443
IRS990ScheduleD/TotalExpensesPerForm990Amt036975543
IRS990ScheduleD/TotalLiabilityAmt0291743809
IRS990ScheduleD/TotalRevenuePerForm990Amt038557706
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt037797298

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