Civic Intelligence

National Mutual Benefit

990 • Fiscal year 2016 • EIN 39-0494090

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

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

86th percentile

0.89x

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

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

8.15x

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

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

33rd percentile

0.8%

Higher net margin than 33% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

18th percentile

$297,674

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2016 filings • $250M-$1B nonprofits • Source year 2016

Asset Growth

43rd percentile

1.7%

Faster asset growth than 43% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

0.1%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Assets

Up

$337,933,080

Up $5,776,393 (+1.7%) from 2015

Net Assets

Up

$35,831,434

Up $1,329,098 (+3.9%) from 2015

Liabilities

Up

$302,101,646

Up $4,447,295 (+1.5%) from 2015

Revenue

Up

$37,086,570

Up $53,997 (+0.1%) from 2015

Expenses

Up

$36,800,560

Up $1,795,636 (+5.1%) from 2015

Net Income

Down

$286,010

Down $1,741,639 (-86%) from 2015

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

2016

Assets$337,933,080
Liabilities$302,101,646
Net Assets$35,831,434

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

2016

Revenue$37,086,570
Expenses$36,800,560
Net Income$286,010
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Gross Receipts
$37,086,570
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$326,654,691$332,507,484▲ $5,852,793
Rtn Earn Endowment Incm Other Fnds$34,502,336$35,831,434▲ $1,329,098
Land, Buildings, and Equipment, Net$774,892$719,209▼ $55,683
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors-$0-
Prepaid Expenses and Deferred Charges$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-482,844$-385,233▲ $97,611
Total Assets$332,156,687$337,933,080▲ $5,776,393
Other Assets Total$5,209,948$5,091,620▼ $118,328
Liabilities
Other Liabilities$296,667,504$301,442,204▲ $4,774,700
Accounts Payable and Accrued Expenses$897,035$570,023▼ $327,012
Escrow Account Liability$73,895$74,966▲ $1,071
Deferred Revenue$15,917$14,453▼ $1,464
Grants Payable-$0-
Mortgage Notes Payable Secured by Investment Property-$0-
Unsecured Notes Loans Payable-$0-
Tax Exempt Bond Liabilities-$0-
Total Liabilities$297,654,351$302,101,646▲ $4,447,295
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,502,336$35,831,434▲ $1,329,098
Total Liabilities and Net Assets / Fund Balance$332,156,687$337,933,080▲ $5,776,393

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$243,209$1,615,409$1,858,618
Land$476,000-$476,000
Investment Program Related Org$3,816,011--
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$231,161$69,053$300,214
Steven G ReindlSecretary/Vice President - OperationsFT$161,756$78,105$239,861
Eric D GarlandVice President - MarketingFT$141,330$48,412$189,742
Anne D RogersVice President - FraternalFT$103,524$61,202$164,726
Jenna M DunkerTreasurerFT$97,417$20,116$117,533
Maureen A O'Hern HahnIndependent Director-$49,225-$49,225
John T McHugh JrIndependent Director-$47,125-$47,125
Thomas R JohnsonIndependent Director-$47,125-$47,125
Nancy Nelson HeykesIndependent Director-$45,550-$45,550
John E RashkeFormer Director-$34,625$34,625$34,625

Highest Paid Contractors

ContractorServicesLocationCompensation
Prime Advisors IncTechnology280 Park Ave, 38th Floor, New York, NY 10017$790,383
Griffith Ballard & CompanyBond Investment Managers22635 NE Marketplace Dr, Ste 160, Redmond, WA 98053$459,843
-Actuarial Consultants100 1st Ave NE, Ste 117, Cedar Rapids, IA 52401$159,774
-Medical Underwriting ServicesPO Box 201392, Dallas, TX 75320-1392$102,674
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$37,086,570
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$286,010

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,954,375
Revenue Not Reported on Financial Statements
$1,132,195
Revenue Not Reported on Form 990
$1,043,088
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$36,997,463
Total Revenue per Form 990
$37,086,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,171,367
Salaries, Compensation, and Employee Benefits$5,143,629
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$26,485,564
Other Salaries and Wages---$2,659,596
Current Officers, Directors, Trustees, and Key Employees---$1,236,884
Other Employee Benefits---$710,116
Fees for Service Investment Mgmnt Fees---$542,011
Office Expenses---$526,763
Information Technology---$372,799
Occupancy---$350,004
Payroll Taxes---$323,746
All Other Expenses---$241,047
Other Expenses---$238,784
Fees for Services Accounting---$222,832
Pension Plan Contributions---$213,287
Depreciation Depletion---$129,020
Fees for Services Other---$124,548
Travel---$121,788
Insurance---$79,005
Advertising---$62,770
Conferences and Meetings---$37,059
Fees for Services Legal---$27,474
Total Functional Expenses$0$0$0$36,800,560

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$36,800,560
Expenses per Audited Statements$35,668,365
Total Expenses per Audited Statements$35,668,365
Expenses Not Reported on Financial Statements$1,132,195
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$35,378,480

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---$18,214,518
East Asia and the PacificInvestments---$9,638,312
North America (including Canada and Mexico, but not the United States)Investments---$6,009,358
Central America and the CaribbeanInvestments---$1,516,292
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
Loans from Officers, Directors, Trustees, and Key Employees-$0-
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

LiabilityAmount
Reserves - Life, Annuity, A&H$275,209,576
Liability for Deposit-Type Contracts$11,588,004
Post-retirement Benefit Reserve$5,701,242
Asset Valuation Reserve$4,120,615
Deferred Compensation Reserve$2,904,181
Contract Claims Life & A&H$745,069
Interest Maintenance Reserve$455,522
Refund Payable - Not yet apportioned$436,261
Escheat Items$114,519
Remittances & Items not allocated$102,215
Fieldworker Credit Balances$65,000
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 6608 W Kaubashine Rd, Hazelhurst, WI 54531; 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 - 6/2016, Secretary/Vice President of Operations - 6/2016, Treasurer - 6/2016, Vice President of Fraternal - 6/2016, Vice President of Marketing - 6/2016.

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
2017-05-03

Organization Details

Principal Officer
George F Yanna
Formed
1916
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
4
Employees
106
Volunteers
48,982
Supplemental Narrative

Financial Statement Notes

Schedule D, Part IV, Line 2B

In 2016, National Mutual Benefit held money in escrow on behalf of the Society's mortgagors for the payment of their property taxes and insurance. In addition, branch funds obtained by closing unused branch bank accounts are held by the Society until new branches are established in those areas and the funds can be deposited into new bank accounts.

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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 2016 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: $58,531 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, 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: 267, Volunteer Hours: 45,197, Total amount of payments:$137,838, Local Scholarships: $6,675 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 not utilizing matching funds. Events: 53, Volunteer Hours: 62,765, Branches raised: $631,664, NMB matched: $87,584, Total Disbursed: $719,248 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: 71, Volunteer Hours: 9,169, Payments: $20,724 5. Educational leadership opportunities: Regional fraternal leadership seminars are held for training and motivating member volunteers and representatives to organize successful outreach programs for fellow members and their communities. Events: 2 Regional, Hours: 5,871, Payments: $96,596 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: 9,197, Payments: $4,875 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 & posters to membership for fundraisers, service projects, family & patriotic events. Events: 205, Hours: 2,326, Payments: $106,069 8. Fraternal Services support includes other activity and resources to implement and oversee its national fraternal mission. Payments: $92,218 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: 25, Volunteer Hours: 200, Payments: $2,364, In-kind Services: Design/Printing 10. FRATERNAL BENEFIT PROGRAM: Members are eligible for these non-contractual fraternal benefit
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt447428
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt560121
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt620116
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt752982
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt841039
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Thomas R Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm1Nancy Nelson Heykes
IRS990/Form990PartVIISectionAGrp/PersonNm2Maureen A O'Hern Hahn
IRS990/Form990PartVIISectionAGrp/PersonNm3John T McHugh Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4George F Yanna
IRS990/Form990PartVIISectionAGrp/PersonNm5Steven G Reindl
IRS990/Form990PartVIISectionAGrp/PersonNm6Jenna M Dunker
IRS990/Form990PartVIISectionAGrp/PersonNm7Anne D Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm8Eric D Garland
IRS990/Form990PartVIISectionAGrp/PersonNm9John E Rashke
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt047125
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt145550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt249225
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt347125
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4250246
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5177881
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt697417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7110670
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8147257
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt934625
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary/Vice President - Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President - Fraternal
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President - Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt9Former Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01916
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt037086570
IRS990/GroupExemptionNum00532
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0372799
IRS990/InsuranceGrp/TotalAmt079005
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0326654691
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0332507484
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01615409
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0774892
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0719209
IRS990/LandBldgEquipCostOrOtherBssAmt02334618
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt034502336
IRS990/NetAssetsOrFundBalancesEOYAmt035831434
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01043088
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0350004
IRS990/OfficeExpensesGrp/TotalAmt0526763
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05209948
IRS990/OtherAssetsTotalGrp/EOYAmt05091620
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0710116
IRS990/OtherExpensesGrp/Desc0Commissions/Fieldworkers Expense
IRS990/OtherExpensesGrp/Desc1Change in non-admitted assets
IRS990/OtherExpensesGrp/Desc2Fraternal Activities
IRS990/OtherExpensesGrp/Desc3Change in Asset Valuation Reserve
IRS990/OtherExpensesGrp/TotalAmt0899601
IRS990/OtherExpensesGrp/TotalAmt1798209
IRS990/OtherExpensesGrp/TotalAmt2397653
IRS990/OtherExpensesGrp/TotalAmt3238784
IRS990/OtherLiabilitiesGrp/BOYAmt0296667504
IRS990/OtherLiabilitiesGrp/EOYAmt0301442204
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IRS990/OtherSalariesAndWagesGrp/TotalAmt02659596
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0323746
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0213287
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0George F Yanna
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524113
IRS990/ProgramServiceRevenueGrp/BusinessCd1524113
IRS990/ProgramServiceRevenueGrp/BusinessCd2524113
IRS990/ProgramServiceRevenueGrp/BusinessCd3524113
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IRS990/ProgramServiceRevenueGrp/Desc0Insurance Premiums
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IRS990/ProgramServiceRevenueGrp/Desc2Realized Capital Gains
IRS990/ProgramServiceRevenueGrp/Desc3Commission on Reinsurance Ceded
IRS990/ProgramServiceRevenueGrp/Desc4Rent Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019301119
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116737390
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2359404
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3269714
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4214220
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116737390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2359404
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3269714
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4214220
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: 34,797
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt035712959
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt024746069
IRS990/PYContributionsGrantsAmt00
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IRS990/PYRevenuesLessExpensesAmt02027649
IRS990/PYSalariesCompEmpBnftPaidAmt05290184
IRS990/PYTotalExpensesAmt035004924
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt037032573
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0286010
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt034502336
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt035831434
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0243209
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01615409
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01858618
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01132195
IRS990ScheduleD/ExpensesSubtotalAmt035668365
IRS990ScheduleD/ExplanationProvidedInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt01132195
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0300841769
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt111976863
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt29771860
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt36100981
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt43816011
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Bonds and Surplus Debentures
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1Common Stock
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2Mortgage Loans
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3Short-term Investments
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4Contract Loans
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd4C

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