Civic Intelligence

National Mutual Benefit

990 • Fiscal year 2018 • EIN 39-0494090

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profilewww.nmblife.org

View Organization Page

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

0.90x

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

2018 filings • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

8.13x

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

2018 filings • $250M-$1B nonprofits • Source year 2018

Net Margin

45th percentile

4.7%

Higher net margin than 45% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

25th percentile

$373,631

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • $250M-$1B nonprofits • Source year 2018

Asset Growth

27th percentile

-0.4%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

1.0%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$342,336,050

Down $1,305,362 (-0.4%) from 2017

Net Assets

Down

$35,032,795

Down $330,269 (-0.9%) from 2017

Liabilities

Down

$307,303,255

Down $975,093 (-0.3%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin45th percentile

Revenue

Up

$37,820,673

Up $378,719 (+1.0%) from 2017

Expenses

Down

$36,028,952

Down $3,195,583 (-8.1%) from 2017

Net Income

Up

$1,791,721

Up $3,574,302 (+201%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2018

Assets$342,336,050
Liabilities$307,303,255
Net Assets$35,032,795
Open 2018 Filing

Operations Trend

Revenue Growth29th percentile

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

2018

Revenue$37,820,673
Expenses$36,028,952
Net Income$1,791,721
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.0
Gross Receipts
$37,820,673
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$337,969,836$336,551,632▼ $1,418,204
Rtn Earn Endowment Incm Other Fnds$35,363,064$35,032,795▼ $330,269
Land, Buildings, and Equipment, Net$739,028$776,822▲ $37,794
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→ $0
Cash and Non-Interest-Bearing Accounts$-152,230$-193,994▼ $41,764
Total Assets$343,641,412$342,336,050▼ $1,305,362
Other Assets Total$5,084,778$5,201,590▲ $116,812
Liabilities
Other Liabilities$307,628,395$306,632,271▼ $996,124
Accounts Payable and Accrued Expenses$560,990$638,316▲ $77,326
Escrow Account Liability$72,893$18,066▼ $54,827
Deferred Revenue$16,070$14,602▼ $1,468
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$308,278,348$307,303,255▼ $975,093
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,363,064$35,032,795▼ $330,269
Total Liabilities and Net Assets / Fund Balance$343,641,412$342,336,050▼ $1,305,362

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$300,822$1,671,246$1,972,068
Land$476,000-$476,000
Investment Program Related Org$3,461,917--
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel L ShinnickPresident/CEOFT$313,430$62,818$376,248
Steven G ReindlVP-Ops/SVP-Finance/Secretary/TreasurerFT$211,789$91,213$303,002
Eric D GarlandVP-Marketing/GM-Independent AgenciesFT$135,298$48,385$183,683
Anne D RogersVice President - FraternalFT$108,098$61,699$169,797
Jeff A LongGM of AgenciesFT$105,233$42,064$147,297
Jenna M DunkerTreasurer/SVP-Market DevelopmentFT$105,651$25,542$131,193
George F YannaFormer Director-$45,385$83,655$129,040
Becky L HelmbergerDistrict Manager-Dakotas AgencyFT$103,878$23,889$127,767
Nicolas O McCullickAssistant Ops. Manager/VP-Change ChampionsFT$72,006$6,695$78,701
Michelle M MaffetMember Services Manager/VP-Member ServicesFT$68,313$8,203$76,516
John T McHugh JrIndependent Director-$50,110-$50,110
Thomas R JohnsonIndependent Director-$50,110-$50,110
Maureen A O'Hern HahnIndependent Director-$49,585-$49,585
Nancy Nelson HeykesIndependent Director-$48,010-$48,010
John E RashkeFormer Director-$34,625$34,625$34,625
Jared M BruleySVP-Marketing & SalesFT$3,600-$3,600

Highest Paid Contractors

ContractorServicesLocationCompensation
Prime Advisors IncBond Investment Managers22635 NE Marketplace Dr, Ste 160, Redmond, WA 98053$468,746
Griffith Ballard & CompanyTechnology280 Park Ave, 38th Floor, New York, NY 10017$221,728
Masonry RestorationActuarial Consultants100 1st Ave NE, Ste 117, Cedar Rapids, IA 52401$151,846
-Building Improvements9522 W Schlinher Ave, Milwaukee, WI 53214$104,315
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$37,820,673
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,791,721

Audited Revenue Reconciliation

Revenue per Audited Statements
$36,609,640
Revenue Not Reported on Financial Statements
$1,211,033
Revenue Not Reported on Form 990
$-2,121,990
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$34,487,650
Total Revenue per Form 990
$37,820,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,800,861
Other Expenses$4,854,878
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$25,373,213
Other Salaries and Wages---$2,755,620
Current Officers, Directors, Trustees, and Key Employees---$1,523,656
Other Employee Benefits---$955,734
Office Expenses---$686,631
Information Technology---$592,064
Fees for Service Investment Mgmnt Fees---$547,157
Occupancy---$350,004
Payroll Taxes---$331,951
Fees for Services Accounting---$293,132
Pension Plan Contributions---$233,900
Depreciation Depletion---$175,568
Travel---$134,741
Fees for Services Other---$109,451
All Other Expenses---$106,994
Insurance---$78,997
Conferences and Meetings---$74,405
Other Expenses---$74,261
Fees for Services Legal---$68,708
Advertising---$40,405
Total Functional Expenses$0$0$0$36,028,952

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$36,028,952
Expenses per Audited Statements$34,817,919
Total Expenses per Audited Statements$34,817,919
Expenses Not Reported on Financial Statements$1,211,033
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$33,398,709

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---$16,394,137
East Asia and the PacificInvestments---$10,793,303
North America (including Canada and Mexico, but not the United States)Investments---$4,946,983
Central America and the CaribbeanInvestments---$1,264,286
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$281,526,551
Liability for Deposit-Type Contracts$11,112,975
Post-Retirement Benefit Reserve$5,237,233
Asset Valuation Reserve$3,192,050
Deferred Compensation Reserve$3,063,986
Contract Claims Life & A&H$1,122,870
Refund Payable - Not yet Apportioned$453,547
Interest Maintenance Reserve$411,045
Escheat Items$238,098
Remittances & Items Not Allocated$172,596
Fieldworker Credit Balances$101,320
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
Yes
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 4

“Charter changed in relation to the directors' terms. In the past, they could serve until the year they turn 72 years old. With the change, they can only serve two elected terms. In addition, they can serve a portion of another term if they are appointed to complete such a term for a director who cannot finish their own term. This is effective for any new director elected for the first time in the future.”

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 PO Box 6, 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”

Form 990, Part VI, Section B, Line 11B

“The accounting department completed the Form 990 and gave a copy to the VP-Ops/SVP-Finance/Secretary/Treasurer to review. Following the VP-Ops/SVP-Finance/Secretary/Treasurer review, the President/CEO and Treasurer/SVP-Market Development 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 - 6/2018, Secretary/VP-Operations/SVP-Finance/Treasurer - 6/2018, Treasurer/SVP-Market Development - 6/2018, VP-Fraternal - 6/2018, VP-Marketing/GM-Independent Agencies - 6/2018, SVP-Marketing & Sales - 12/2018, Assistant Ops Manager/VP-Change Champions - 3/2018, Member Services Manager/VP-Member Services - 3/2018.”

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
Steven Reindl
Title
Secretary/VP-Operations
Phone
6088331936
Signed
2019-05-09

Organization Details

Principal Officer
Daniel L Shinnick
Formed
1916
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
4
Employees
105
Volunteers
18,314
Supplemental Narrative

Financial Statement Notes

Schedule D, Part IV, Line 2B

“Schedule D, Part IV, Line 2b - In 2018, 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 2018 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: $54,725 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: 206, Volunteer Hours: 47,980, Total amount of payments: $93,280, Local Scholarships: $7,900 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 $5,000 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: 26, Volunteer Hours: 13,776, Branches raised: $400,358, NMB matched: $54,993, Total Disbursed: $455,346 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: 56, Volunteer Hours: 9,915, Payments: $16,697 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: 8,618, Payments: $83,442 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: 51, Volunteer Hours: 6,121, Payments: $3,220 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: 163, Hours: 2,793, Payments: $104,849 8. Fraternal Services support includes other activity and resources to implement and oversee its national fraternal mission. Payments: $45,196 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: 26, Volunteer Hours: 206, Payments: $65, Also in-kind services: Admin/Printing 10. FRATERNAL BENEFIT PROGRAM: Members are eligible for these non-contractual fraternal benefi
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt572166
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1342064
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1529085
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/PersonNm4Daniel L Shinnick
IRS990/Form990PartVIISectionAGrp/PersonNm5Steven G Reindl
IRS990/Form990PartVIISectionAGrp/PersonNm6Jenna M Dunker
IRS990/Form990PartVIISectionAGrp/PersonNm7Anne D Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm8Nicolas O McCullick
IRS990/Form990PartVIISectionAGrp/PersonNm9Michelle M Maffet
IRS990/Form990PartVIISectionAGrp/PersonNm10Jared M Bruley
IRS990/Form990PartVIISectionAGrp/PersonNm11Eric D Garland
IRS990/Form990PartVIISectionAGrp/PersonNm12Becky L Helmberger
IRS990/Form990PartVIISectionAGrp/PersonNm13Jeff A Long
IRS990/Form990PartVIISectionAGrp/PersonNm14John E Rashke
IRS990/Form990PartVIISectionAGrp/PersonNm15George F Yanna
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt050110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt148010
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6105651
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7114093
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt872006
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1434625
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP-Ops/SVP-Finance/Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer/SVP-Market Development
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President - Fraternal
IRS990/Form990PartVIISectionAGrp/TitleTxt8Assistant Ops. Manager/VP-Change Champions
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member Services Manager/VP-Member Services
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP-Marketing & Sales
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP-Marketing/GM-Independent Agencies
IRS990/Form990PartVIISectionAGrp/TitleTxt12District Manager-Dakotas Agency
IRS990/Form990PartVIISectionAGrp/TitleTxt13GM of Agencies
IRS990/Form990PartVIISectionAGrp/TitleTxt14Former Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Former Director
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IRS990/FormationYr01916
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt037820673
IRS990/GroupExemptionNum00532
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0592064
IRS990/InsuranceGrp/TotalAmt078997
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/BOYAmt0337969836
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0336551632
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01671246
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0739028
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0776822
IRS990/LandBldgEquipCostOrOtherBssAmt02448068
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/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt035363064
IRS990/NetAssetsOrFundBalancesEOYAmt035032795
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2121990
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0350004
IRS990/OfficeExpensesGrp/TotalAmt0686631
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05084778
IRS990/OtherAssetsTotalGrp/EOYAmt05201590
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0955734
IRS990/OtherExpensesGrp/Desc0Commissions/Fieldworkers Expense
IRS990/OtherExpensesGrp/Desc1Fraternal Activities
IRS990/OtherExpensesGrp/Desc2Change in Non-Admitted Assets
IRS990/OtherExpensesGrp/Desc3Deferred Compensation Benefit Reserve
IRS990/OtherExpensesGrp/TotalAmt0995092
IRS990/OtherExpensesGrp/TotalAmt1348306
IRS990/OtherExpensesGrp/TotalAmt2178962
IRS990/OtherExpensesGrp/TotalAmt374261
IRS990/OtherLiabilitiesGrp/BOYAmt0307628395
IRS990/OtherLiabilitiesGrp/EOYAmt0306632271
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt02755620
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Daniel L Shinnick
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd2524113
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IRS990/ProgramServiceRevenueGrp/BusinessCd4524113
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016918166
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116349187
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21613455
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3995478
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4942712
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016918166
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116349187
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21613455
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3995478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4942712
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: 32,268
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt034855943
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt027233557
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt06363227
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt037441954
IRS990/PYRevenuesLessExpensesAmt0-1782581
IRS990/PYSalariesCompEmpBnftPaidAmt05627751
IRS990/PYTotalExpensesAmt039224535
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt037441954
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01791721

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,336,050
Liabilities
$307,303,255
Net assets
$35,032,795
Revenue
$37,820,673
Expenses
$36,028,952
Net income
$1,791,721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$36.7$38.4$1.73
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$345$307$37.5$36.2$35.7$0.44
2018Detailed filing. Detailed filing data is available for this year.$342$307$35.0$37.8$36.0$1.79
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$344$308$35.4$37.4$39.2$1.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$338$302$35.8$37.1$36.8$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$332$298$34.5$37.0$35.0$2.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$327$293$34.2$38.6$37.0$1.58
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$319$286$32.3$38.6$35.8$2.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$308$280$28.0$41.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$295$268$27.0$47.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$278$252$26.3$44.1
Peer Organizations

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