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
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
44th percentile
Higher net margin than 44% of similar nonprofits.
Top Officer Pay
18th percentile
Higher top officer pay than 18% of similar nonprofits.
Top officer pay equals 0.8% of source-year revenue.
Asset Growth
44th percentile
Faster asset growth than 44% of similar nonprofits.
Revenue Growth
23rd percentile
Faster revenue growth than 23% of similar nonprofits.
Balance Sheet
Assets
Up$332,156,687
Up $5,305,409 (+1.6%) from 2014
Net Assets
Up$34,502,336
Up $346,284 (+1.0%) from 2014
Liabilities
Up$297,654,351
Up $4,959,125 (+1.7%) from 2014
Revenue And Expenses
Revenue
Down$37,032,573
Down $1,525,133 (-4.0%) from 2014
Expenses
Down$35,004,924
Down $1,970,619 (-5.3%) from 2014
Net Income
Up$2,027,649
Up $445,486 (+28%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- May 12, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $37,032,573
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 | $321,507,443 | $326,654,691 | ▲ $5,147,248 |
| Rtn Earn Endowment Incm Other Fnds | $34,156,052 | $34,502,336 | ▲ $346,284 |
| Land, Buildings, and Equipment, Net | $825,436 | $774,892 | ▼ $50,544 |
| Savings and Temporary Cash Investments | - | $0 | - |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | $0 | $0 | → $0 |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Other Securities | - | $0 | - |
| Investments in Publicly Traded Securities | - | $0 | - |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Cash and Non-Interest-Bearing Accounts | $-152,488 | $-482,844 | ▼ $330,356 |
| Total Assets | $326,851,278 | $332,156,687 | ▲ $5,305,409 |
| Other Assets Total | $4,670,887 | $5,209,948 | ▲ $539,061 |
| Liabilities | |||
| Other Liabilities | $291,743,809 | $296,667,504 | ▲ $4,923,695 |
| Accounts Payable and Accrued Expenses | $878,978 | $897,035 | ▲ $18,057 |
| Escrow Account Liability | $57,694 | $73,895 | ▲ $16,201 |
| Deferred Revenue | $14,745 | $15,917 | ▲ $1,172 |
| Total Liabilities | $292,695,226 | $297,654,351 | ▲ $4,959,125 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $34,156,052 | $34,502,336 | ▲ $346,284 |
| Total Liabilities and Net Assets / Fund Balance | $326,851,278 | $332,156,687 | ▲ $5,305,409 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $298,892 | $1,546,787 | $1,845,679 |
| Land | $476,000 | - | $476,000 |
| Investment Program Related Org | $3,959,563 | - | - |
| 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 | $226,825 | $68,739 | $295,564 |
| Steven G Reindl | Secretary/Vice President - Operations | FT | $161,452 | $80,935 | $242,387 |
| Anne D Rogers | Vice President - Fraternal | FT | $100,751 | $59,764 | $160,515 |
| Eric D Garland | Vice President - Marketing | FT | $121,452 | $22,406 | $143,858 |
| Jenna M Dunker | Treasurer | FT | $96,750 | $24,136 | $120,886 |
| Maureen A O'Hern Hahn | Independent Director | - | $46,913 | $32,734 | $79,647 |
| Thomas R Johnson | Independent Director | - | $45,338 | $11,264 | $56,602 |
| Nancy Nelson Heykes | Independent Director | - | $44,288 | $11,264 | $55,552 |
| John McHugh Jr | Independent Director | - | $44,288 | $10,724 | $55,012 |
| John E Rashke | Former Director | - | $34,625 | $34,625 | $34,625 |
| Paul M Stadler | Vice President - Marketing | - | $22,620 | $1,728 | $24,348 |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Prime Advisors Inc | Technology | 280 Park Ave, 38th Floor, New York, NY 10017 | $546,906 |
| Griffith Ballard & Company | Bond Investment Managers | 22635 NE Marketplace Dr, Ste 160, Redmond, WA 98053 | $441,425 |
| - | Actuarial Consultants | 100 1st Ave NE, Ste 117, Cedar Rapids, IA 52401 | $108,167 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $37,032,573
- Investment Income
- $0
- Other Revenue
- $0
- Change in Net Assets
- $2,027,649
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $35,845,987
- Revenue Not Reported on Financial Statements
- $1,186,586
- Revenue Not Reported on Form 990
- $-1,681,365
- Other Revenue Adjustments
- $0
- Total Revenue per Audited Statements
- $34,164,622
- Total Revenue per Form 990
- $37,032,573
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $5,290,184 |
| Other Expenses | $4,968,671 |
| 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 | - | - | - | $24,746,069 |
| Other Salaries and Wages | - | - | - | $2,687,778 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $1,271,254 |
| Information Technology | - | - | - | $906,966 |
| Other Employee Benefits | - | - | - | $799,971 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $521,147 |
| Office Expenses | - | - | - | $490,739 |
| Occupancy | - | - | - | $350,004 |
| Payroll Taxes | - | - | - | $322,650 |
| Pension Plan Contributions | - | - | - | $208,531 |
| Other Expenses | - | - | - | $184,806 |
| Fees for Services Accounting | - | - | - | $176,302 |
| All Other Expenses | - | - | - | $141,298 |
| Depreciation Depletion | - | - | - | $123,018 |
| Travel | - | - | - | $122,843 |
| Fees for Services Legal | - | - | - | $119,106 |
| Fees for Services Other | - | - | - | $110,976 |
| Insurance | - | - | - | $72,610 |
| Conferences and Meetings | - | - | - | $29,198 |
| Advertising | - | - | - | $26,449 |
| Total Functional Expenses | $0 | $0 | $0 | $35,004,924 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $35,004,924 |
| Expenses per Audited Statements | $33,818,338 |
| Total Expenses per Audited Statements | $33,818,338 |
| Expenses Not Reported on Financial Statements | $1,186,586 |
| Expenses Not Reported on Form 990 | $0 |
| Other Expense Adjustments | $0 |
International Activity
International Summary
- Offices
- 0
- Employees
- 0
- Spending
- $32,279,229
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 | - | - | - | $16,260,434 |
| East Asia and the Pacific | Investments | - | - | - | $9,662,222 |
| North America (including Canada and Mexico, but not the United States) | Investments | - | - | - | $5,927,610 |
| Central America and the Caribbean | Investments | - | - | - | $428,963 |
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 Disqualified Persons | $0 | $0 | → $0 |
| Receivables from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Reserves - Life, Annuity, A&H | $270,071,954 |
| Liability for Deposit Type Contracts | $12,163,678 |
| Post-Retirement Benefit Reserve | $5,400,099 |
| Asset Valuation Reserve | $3,881,831 |
| Deferred Compensation Reserve | $2,858,173 |
| Interest Maintenance Reserve | $770,603 |
| Contract Claims - Life, A&H | $751,392 |
| Refund Payable - Not yet apportioned | $428,773 |
| Remittances and Items Not Allocated | $138,318 |
| Escheat Items | $136,780 |
| Fieldworkers' Credit Balances | $65,903 |
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 T McHugh Jr. 5702 State Hwy 71, Sparta, WI 54656, Maureen O'Hern Hahn 4 Meadowbrook Lane, Appleton, WI 54914, John E Rashke 7670 Moraine Ridge Road, Verona, WI 53593”
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 6/2015, Secretary/Vice President of Operations - 6/2015, Treasurer - 6/2015, Vice President of Fraternal - 6/2015, Vice President of Marketing 6/2015.”
Form 990, Part VI, Section C, Line 19
“The governing documents are filed with our state of domicile (Wisconsin) when any changes are made, published periodically in our official publication "The Benefit News" and 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
- 2016-05-12
Organization Details
- Principal Officer
- George F Yanna
- Formed
- 1916
- Legal Domicile
- Wi
- Voting Board Members
- 5
- Independent Board Members
- 4
- Employees
- 116
- Volunteers
- 25,058
Supplemental Narrative
Financial Statement Notes
Schedule D, Part IV, Line 2B
“In 2015, National Mutual Benefit held money in escrow on behalf of the society's mortgagors for the payment of their property taxes and insurance.”
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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 2015 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 branches. Incentive cash awards for volunteer activity are presented in addition to quarterly payments. Total amount of payments: $58,325 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 children including fingerprinting/DNA programs, essay, photo and coloring contests, book and school supply drives, after-school activities, i.e. post-prom parties, and 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: 243, Volunteer Hours: 30,510, Payments: $61,341, Local Scholarships: $6,640 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 by branches 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: 44, Volunteer Hours: 49,551, Branches raised: $327,074, NMB matched: $56,842, Total Disbursed: $383,916 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: 83, Volunteer Hours: 9,922, Payments: $15,102 5. Educational Leadership opportunities: Regional leadership training seminars are held for training member volunteers to organize successful outreach programs for fellow members and their communities. Events: 2 Regional and 2 State, Hours: 6,250, Payments: $90,985 6. Patriotic programs and activities are encouraged nationally and through the branches, such as organizing annual Flag Day observances, American flag donations to local schools and support of programs to improve quality of life for active troops and veterans. Events: 37, Volunteer Hours: 4,778, Payments: $4,142 7. Fraternal support includes activity by members that maintains the branch as a unit; includes 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: 187, Hours: 1,810, Payments: $32,234 8. Fraternal Services support includes other activity and resources to implement and oversee its national fraternal mission. Payments: $106,590 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. Events: 30, Volunteer Hours: 80, Payments: $2,000, In-kind Services: Design/Printing 10. FRATERNAL BENEFIT PROGRAM: Members are eligible for these non-contractual frat |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 3 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 3 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 3 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 3 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 40 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 40 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 40 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 40 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 40 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| 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/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 11264 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 11264 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 32734 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 10724 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 48275 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 64350 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 24136 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 52523 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 22406 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 1728 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Thomas R Johnson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Nancy Nelson Heykes |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Maureen A O'Hern Hahn |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | John McHugh Jr |
| 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 | Eric D Garland |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Paul M Stadler |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | John E Rashke |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 45338 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 44288 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 46913 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 44288 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 245039 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 176398 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 96750 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 107044 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 121452 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 22620 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 34625 |
| 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 | Independent Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Independent Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Independent Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Independent 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 | Vice President - Marketing |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Former 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/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 37032573 |
| IRS990/GroupExemptionNum | 0 | 0532 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 4 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 906966 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 72610 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentExpenseAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 321507443 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 326654691 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1546787 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 825436 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 774892 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 2321679 |
| 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 | 34156052 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 34502336 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -1681365 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 350004 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 490739 |
| IRS990/OfficerMailingAddressInd | 0 | 1 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 4670887 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 5209948 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 799971 |
| IRS990/OtherExpensesGrp/Desc | 0 | Commission/Field Expenses |
| IRS990/OtherExpensesGrp/Desc | 1 | Fraternal Activities |
| IRS990/OtherExpensesGrp/Desc | 2 | Post-Retirement Benefit Reserve |
| IRS990/OtherExpensesGrp/Desc | 3 | Deferred Compensation |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 901459 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 375490 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 316260 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 184806 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 291743809 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 296667504 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2687778 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 322650 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 208531 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliciesReferenceChaptersInd | 0 | 1 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 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 | Change in Asset Valuation 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 | 17642027 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 16995423 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 1347732 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 366718 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 299230 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 17642027 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 16995423 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1347732 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 366718 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 299230 |
| 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: 35,588 |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 33933694 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 26083265 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 0 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 5774296 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 38557706 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1582163 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 5117982 |
| IRS990/PYTotalExpensesAmt | 0 | 36975543 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 38557706 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 2027649 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 1 |
| 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/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 34156052 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 34502336 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 0 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/AgentTrusteeEtcInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 298892 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 1546787 |
| IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1845679 |
| 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 | 1186586 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 33818338 |
| IRS990ScheduleD/ExplanationProvidedInd | 0 | X |
| IRS990ScheduleD/FederalIncomeTaxLiabilityAmt | 0 | 0 |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | 1 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 1186586 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 1186586 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 286580370 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 1 | 16608875 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 2 | 10628084 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 3 | 8877799 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 4 | 3959563 |
| 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 | 476000 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 0 |
| 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 | -1681365 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 0 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 0 |
Document Assets
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Filings
Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $332,156,687
- Liabilities
- $297,654,351
- Net assets
- $34,502,336
- Revenue
- $37,032,573
- Expenses
- $35,004,924
- Net income
- $2,027,649