Civic Intelligence

National Mutual Benefit

990 • Fiscal year 2019 • EIN 39-0494090

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 07, 2020

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

87th percentile

0.89x

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

2019 filings • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

8.50x

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

2019 filings • $250M-$1B nonprofits • Source year 2019

Net Margin

34th percentile

1.2%

Higher net margin than 34% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$432,012

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • $250M-$1B nonprofits • Source year 2019

Asset Growth

25th percentile

0.8%

Faster asset growth than 25% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-4.4%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$344,960,028

Up $2,623,978 (+0.8%) from 2018

Net Assets

Up

$37,472,832

Up $2,440,037 (+7.0%) from 2018

Liabilities

Up

$307,487,196

Up $183,941 (+0.1%) from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin34th percentile

Revenue

Down

$36,172,507

Down $1,648,166 (-4.4%) from 2018

Expenses

Down

$35,733,683

Down $295,269 (-0.8%) from 2018

Net Income

Down

$438,824

Down $1,352,897 (-76%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2019

Assets$344,960,028
Liabilities$307,487,196
Net Assets$37,472,832
Open 2019 Filing

Operations Trend

Revenue Growth22nd 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

2019

Revenue$36,172,507
Expenses$35,733,683
Net Income$438,824
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 7, 2020
Return Version
2019v5.0
Gross Receipts
$36,172,507
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$336,551,632$339,524,298▲ $2,972,666
Rtn Earn Endowment Incm Other Fnds$35,032,795$37,472,832▲ $2,440,037
Land, Buildings, and Equipment, Net$776,822$706,362▼ $70,460
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$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-193,994$-253,444▼ $59,450
Total Assets$342,336,050$344,960,028▲ $2,623,978
Other Assets Total$5,201,590$4,982,812▼ $218,778
Liabilities
Other Liabilities$306,632,271$306,814,999▲ $182,728
Accounts Payable and Accrued Expenses$638,316$637,712▼ $604
Escrow Account Liability$18,066$18,066→ $0
Deferred Revenue$14,602$16,419▲ $1,817
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$307,303,255$307,487,196▲ $183,941
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,032,795$37,472,832▲ $2,440,037
Total Liabilities and Net Assets / Fund Balance$342,336,050$344,960,028▲ $2,623,978

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$230,362$1,794,609$2,024,971
Land$476,000-$476,000
Investment Program Related Org$3,123,898--
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel L ShinnickPresident/CEOFT$313,287$121,866$435,153
Steven G ReindlSVP-Finance/Secretary/TreasurerFT$212,025$102,382$314,407
Jared M BruleySVP-Marketing & SalesFT$150,272$53,426$203,698
Anne D RogersVice President - FraternalFT$117,119$61,222$178,341
Becky L HelmbergerDistrict Manager-Dakotas AgencyFT$108,913$38,029$146,942
Eric D GarlandGM-Independent AgenciesFT$111,607$22,274$133,881
Jenna M DunkerSVP-Market DevelopmentFT$109,187$22,967$132,154
George F YannaFormer Director-$44,335$82,319$126,654
Kent L StadlerDistrict Manager-Wisconsin River AgencyFT$112,019$8,962$120,981
Michelle M MaffetVP-Member ServicesFT$80,477$9,177$89,654
Nicolas O McCullickVP-Change ChampionsFT$79,639$7,306$86,945
John T McHugh JrIndependent Director-$46,040$35,270$81,310
Maureen A O'Hern HahnIndependent Director-$44,990-$44,990
Thomas R JohnsonIndependent Director-$43,940-$43,940
Nancy Nelson HeykesIndependent Director-$42,890-$42,890
John E RashkeFormer Director-$34,625$34,625$34,625

Highest Paid Contractors

ContractorServicesLocationCompensation
SLC ManagementBond Investment Managers22635 NE Marketplace Dr, Ste 160, Redmond, WA 98053$481,808
Griffith Ballard & CompanyTechnology320 Park Ave, 29th Floor, New York, NY 10017$295,146
Examone World WideActuarial Consultants100 1st Ave NE, Ste 117, Cedar Rapids, IA 52401$186,455
-Medical Underwriting ServicePO Box 201392, Dallas, TX 75320-1392$122,647
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$36,172,507
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$438,824

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,245,652
Revenue Not Reported on Financial Statements
$926,855
Revenue Not Reported on Form 990
$2,001,213
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$37,246,865
Total Revenue per Form 990
$36,172,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,876,423
Other Expenses$4,964,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$24,892,411
Other Salaries and Wages---$2,904,979
Current Officers, Directors, Trustees, and Key Employees---$1,621,555
Other Employee Benefits---$727,364
Fees for Service Investment Mgmnt Fees---$559,719
Information Technology---$503,629
Office Expenses---$497,022
Payroll Taxes---$354,124
Occupancy---$350,004
Fees for Services Accounting---$272,038
Pension Plan Contributions---$268,401
Depreciation Depletion---$231,887
Other Expenses---$186,695
Fees for Services Other---$148,116
Travel---$111,042
All Other Expenses---$96,373
Insurance---$80,733
Advertising---$74,293
Conferences and Meetings---$40,152
Fees for Services Legal---$37,742
Total Functional Expenses$0$0$0$35,733,683

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,733,683
Expenses per Audited Statements$34,806,829
Total Expenses per Audited Statements$34,806,829
Expenses Not Reported on Financial Statements$926,854
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$30,187,452

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-00$15,291,338
East Asia and the PacificInvestments-00$9,563,716
North America (including Canada and Mexico, but not the United States)Investments-00$4,332,398
Central America and the CaribbeanInvestments-00$1,000,000
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$0→ $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$281,927,860
Liability for Deposit-Type Contracts$10,684,582
Post-Retirement Benefit Reserve$4,889,848
Deferred Compensation Reserve$3,288,245
Asset Valuation Reserve$2,935,905
Contract Claims Life & A&H$1,787,496
Interest Maintenance Reserve$415,787
Refund Payable - Not yet Apportioned$347,367
Escheat Items$265,980
Remittances & Items not allocated$129,714
Payables for Securities$80,020
Fieldworker Credit Balances$62,195
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 35% controlled entity
No
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 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 SVP-Finance/Secretary/Treasurer to review. Following the SVP-Finance/Secretary/Treasurer review, the President/CEO and 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. Board members are also asked to declare any conflicts at the beginning of board and committee meetings.”

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 - 2/2020, Secretary/SVP-Finance/Treasurer - 2/2020, SVP-Market Development - 2/2020, VP-Fraternal - 2/2020, SVP-Marketing & Sales - 2/2020, VP-Change Champions - 2/2020, VP-Member Services - 2/2020.”

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
2020-07-07

Organization Details

Principal Officer
Daniel L Shinnick
Formed
1916
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
4
Employees
105
Volunteers
17,977
Supplemental Narrative

Financial Statement Notes

Schedule D, Part IV, Line 2B

“In 2019, 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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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 2019 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: $54,700 2. The Community Benefit program offers additional grants to branches for service projects organized by NMB members to help people with basic needs. NMB members are actively involved in organizing activities that impact: scholarship programs, blood donation drives, fire and police departments, city and county parks, crime prevention programs, food pantries, schools, homeless shelters, senior citizens, and 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: 199, Volunteer Hours: 48,412, Total amount of payments: $79,693, Local Scholarships: $8,380 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: 22, Volunteer Hours: 12,755, Branches raised: $235,436, NMB matched: $43,475, Total Disbursed: $278,911 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: $14,697 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: 6,800, Payments: $90,468 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: 35, Volunteer Hours: 2,656, Payments: $6,826 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: 95, Hours: 624, Payments: $21,298 8. Fraternal Services support includes other activity and resources to implement and oversee its national fraternal mission. Payments: $74,277 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: 32, Volunteer Hours: 260, Payments: $0, Also in-kind services: Admin/Printing 10. FRATERNAL BENEFIT PROGRAM: Members are eligible for these non-contractual fraternal benefits, a
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0559719
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt050
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
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/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt074099
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt175584
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt243349
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt357097
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt438029
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt522274
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt622967
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt725733
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt88962
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt99177
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt107306
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1135270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0Daniel L Shinnick
IRS990/Form990PartVIISectionAGrp/PersonNm1Steven G Reindl
IRS990/Form990PartVIISectionAGrp/PersonNm2Jared M Bruley
IRS990/Form990PartVIISectionAGrp/PersonNm3Anne D Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm4Becky L Helmberger
IRS990/Form990PartVIISectionAGrp/PersonNm5Eric D Garland
IRS990/Form990PartVIISectionAGrp/PersonNm6Jenna M Dunker
IRS990/Form990PartVIISectionAGrp/PersonNm7George F Yanna
IRS990/Form990PartVIISectionAGrp/PersonNm8Kent L Stadler
IRS990/Form990PartVIISectionAGrp/PersonNm9Michelle M Maffet
IRS990/Form990PartVIISectionAGrp/PersonNm10Nicolas O McCullick
IRS990/Form990PartVIISectionAGrp/PersonNm11John T McHugh Jr
IRS990/Form990PartVIISectionAGrp/PersonNm12Maureen A O'Hern Hahn
IRS990/Form990PartVIISectionAGrp/PersonNm13Thomas R Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm14Nancy Nelson Heykes
IRS990/Form990PartVIISectionAGrp/PersonNm15John E Rashke
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0357913
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1236822
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2159514
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3120057
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4108913
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5111607
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6109187
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7100822
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8112019
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt980477
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1079639
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1146040
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1244990
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1343940
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1442890
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1534625
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1SVP-Finance/Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2SVP-Marketing & Sales
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President - Fraternal
IRS990/Form990PartVIISectionAGrp/TitleTxt4District Manager-Dakotas Agency
IRS990/Form990PartVIISectionAGrp/TitleTxt5GM-Independent Agencies
IRS990/Form990PartVIISectionAGrp/TitleTxt6SVP-Market Development
IRS990/Form990PartVIISectionAGrp/TitleTxt7Former Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8District Manager-Wisconsin River Agency
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP-Member Services
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP-Change Champions
IRS990/Form990PartVIISectionAGrp/TitleTxt11Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Independent Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Former Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01916
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
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/GrossReceiptsAmt036172507
IRS990/GroupExemptionNum00532
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0503629
IRS990/InsuranceGrp/TotalAmt080733
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/BOYAmt0336551632
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0339524298
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01794609
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0776822
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0706362
IRS990/LandBldgEquipCostOrOtherBssAmt02500971
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
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/NetAssetsOrFundBalancesBOYAmt035032795
IRS990/NetAssetsOrFundBalancesEOYAmt037472832
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02001213
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0350004
IRS990/OfficeExpensesGrp/TotalAmt0497022
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05201590
IRS990/OtherAssetsTotalGrp/EOYAmt04982812
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0727364
IRS990/OtherExpensesGrp/Desc0Commissions/Fieldworkers Expense
IRS990/OtherExpensesGrp/Desc1Fraternal Activities
IRS990/OtherExpensesGrp/Desc2Deferred Compensation Benefit Reserve
IRS990/OtherExpensesGrp/Desc3Change in Non-Admitted Assets
IRS990/OtherExpensesGrp/TotalAmt01154696
IRS990/OtherExpensesGrp/TotalAmt1320391
IRS990/OtherExpensesGrp/TotalAmt2300317
IRS990/OtherExpensesGrp/TotalAmt3186695
IRS990/OtherLiabilitiesGrp/BOYAmt0306632271
IRS990/OtherLiabilitiesGrp/EOYAmt0306814999
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt02904979
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0354124
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0268401
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Daniel L Shinnick
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524113
IRS990/ProgramServiceRevenueGrp/BusinessCd1524113
IRS990/ProgramServiceRevenueGrp/BusinessCd2524113
IRS990/ProgramServiceRevenueGrp/BusinessCd3524113
IRS990/ProgramServiceRevenueGrp/BusinessCd4524113
IRS990/ProgramServiceRevenueGrp/Desc0Insurance Premiums
IRS990/ProgramServiceRevenueGrp/Desc1Investment Income
IRS990/ProgramServiceRevenueGrp/Desc2Realized Capital Gains
IRS990/ProgramServiceRevenueGrp/Desc3Gains-PostRetirement Benefit Res.
IRS990/ProgramServiceRevenueGrp/Desc4Amortization of IMR
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018221608
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116022687
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2593223
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3347385
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4256567
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018221608
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116022687
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2593223
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3347385
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4256567
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: 31,079
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt034893074
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025373213
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04854878
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt037820673
IRS990/PYRevenuesLessExpensesAmt01791721
IRS990/PYSalariesCompEmpBnftPaidAmt05800861
IRS990/PYTotalExpensesAmt036028952
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt037820673
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$344,960,028
Liabilities
$307,487,196
Net assets
$37,472,832
Revenue
$36,172,507
Expenses
$35,733,683
Net income
$438,824
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
2019Detailed filing. Detailed filing data is available for this year.$345$307$37.5$36.2$35.7$0.44
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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