Civic Intelligence

Lincoln Mutual Insurance Assoc

EIN 42-0380610 • 501(c)15 • Lone Tree, IA

Profile

NONE

105 North Devoe St Box 155Lone Tree, IA 52755

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.15x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)15 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.45x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)15 • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-81%

Higher net margin than 5% of similar nonprofits.

501(c)15 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

1st percentile

-20%

Faster asset growth than 1% of similar nonprofits.

501(c)15 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$1,196,557

Down $304,615 (-20%) from 2022

Liabilities

Down

$176,236

Down $177,780 (-50%) from 2022

Net Assets

Down

$1,020,321

Down $126,835 (-11%) from 2022

Operations
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$393,145

Down $133,472 (-25%) from 2022

Expenses

Up

$711,358

Up $235,747 (+50%) from 2022

Net Income

Down

-$318,213

Down $369,219 (-724%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth1st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,342,272Liabilities 2011: $196,680Net Assets 2011: $1,145,5922011Assets 2012: $1,362,289Liabilities 2012: $187,745Net Assets 2012: $1,174,5442012Assets 2013: $1,529,656Liabilities 2013: $229,104Net Assets 2013: $1,300,5522013Assets 2014: $1,580,755Liabilities 2014: $251,144Net Assets 2014: $1,329,6122014Assets 2015: $1,569,931Liabilities 2015: $251,834Net Assets 2015: $1,318,0972015Assets 2016: $1,566,602Liabilities 2016: $234,869Net Assets 2016: $1,331,7332016Assets 2017: $1,511,758Liabilities 2017: $271,444Net Assets 2017: $1,240,3142017Assets 2018: $1,425,703Liabilities 2018: $224,621Net Assets 2018: $1,201,0822018Assets 2019: $1,428,191Liabilities 2019: $247,547Net Assets 2019: $1,180,6442019Assets 2020: $1,380,655Liabilities 2020: $277,628Net Assets 2020: $1,103,0272020Assets 2021: $1,455,844Liabilities 2021: $267,198Net Assets 2021: $1,188,6462021Assets 2022: $1,501,172Liabilities 2022: $354,016Net Assets 2022: $1,147,1562022Assets 2023: $1,196,557Liabilities 2023: $176,236Net Assets 2023: $1,020,3212023

Highlighted filing

2023

Assets$1,196,557
Liabilities$176,236
Net Assets$1,020,321
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $435,854Expenses 2011: $370,740Net Income 2011: $65,1142011Revenue 2012: $413,087Expenses 2012: $392,330Net Income 2012: $20,7572012Revenue 2013: $482,724Expenses 2013: $324,731Net Income 2013: $157,9932013Revenue 2014: $508,341Expenses 2014: $452,547Net Income 2014: $55,7942014Revenue 2015: $510,061Expenses 2015: $531,303Net Income 2015: -$21,2422015Revenue 2016: $464,010Expenses 2016: $461,890Net Income 2016: $2,1202016Revenue 2017: $454,526Expenses 2017: $511,919Net Income 2017: -$57,3932017Revenue 2018: $455,999Expenses 2018: $541,949Net Income 2018: -$85,9502018Revenue 2019: $490,356Expenses 2019: $495,077Net Income 2019: -$4,7212019Revenue 2020: $515,165Expenses 2020: $537,734Net Income 2020: -$22,5692020Revenue 2021: $470,791Expenses 2021: $428,773Net Income 2021: $42,0182021Revenue 2022: $526,617Expenses 2022: $475,611Net Income 2022: $51,0062022Revenue 2023: $393,145Expenses 2023: $711,358Net Income 2023: -$318,2132023

Highlighted filing

2023

Revenue$393,145
Expenses$711,358
Net Income-$318,213
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,196,557
Liabilities
$176,236
Net assets
$1,020,321
Revenue
$393,145
Expenses
$711,358
Net income
-$318,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.18$1.02$0.39$0.71$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.35$1.15$0.53$0.48$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.27$1.19$0.47$0.43$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.28$1.10$0.52$0.54$0.02
2019Summary only. Only limited summary data is available for this year.$1.43$0.25$1.18$0.49$0.50$0.00
2018Summary only. Only limited summary data is available for this year.$1.43$0.22$1.20$0.46$0.54$0.09
2017Summary only. Only limited summary data is available for this year.$1.51$0.27$1.24$0.45$0.51$0.06
2016Summary only. Only limited summary data is available for this year.$1.57$0.23$1.33$0.46$0.46$0.00
2015Summary only. Only limited summary data is available for this year.$1.57$0.25$1.32$0.51$0.53$0.02
2014Summary only. Only limited summary data is available for this year.$1.58$0.25$1.33$0.51$0.45$0.06
2013Summary only. Only limited summary data is available for this year.$1.53$0.23$1.30$0.48$0.32$0.16
2012Summary only. Only limited summary data is available for this year.$1.36$0.19$1.17$0.41$0.39$0.02
2011Summary only. Only limited summary data is available for this year.$1.34$0.20$1.15$0.44$0.37$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 11, 2024
Return Version
2023v5.0
Gross Receipts
$541,885
Mission and Program Overview

Mission

NONE

PROPERTY INSURANCE

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,147,156$1,020,321▼ $126,835
Investments in Publicly Traded Securities$1,161,850$1,014,549▼ $147,301
Savings and Temporary Cash Investments$160,072--
Cash and Non-Interest-Bearing Accounts$110,302$90,909▼ $19,393
Land, Buildings, and Equipment, Net$54,430$52,551▼ $1,879
Accounts Receivable$3,562$1,285▼ $2,277
Total Assets$1,501,172$1,196,557▼ $304,615
Other Assets Total$10,956$37,263▲ $26,307
Liabilities
Deferred Revenue$207,621$148,914▼ $58,707
Other Liabilities$144,476$27,322▼ $117,154
Accounts Payable and Accrued Expenses$1,919--
Total Liabilities$354,016$176,236▼ $177,780
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,147,156$1,020,321▼ $126,835
Total Liabilities and Net Assets / Fund Balance$1,501,172$1,196,557▼ $304,615

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$51,756$39,306$91,062
Equipment-$3,376$3,376
Land$795-$795
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Phyllis PetersonSec/treas/agPT$200,814-$200,814
Phyllis PetersonSec/treas/agent-$80,608$120,206$200,814
Joe WrightDirector/age-$300$5,290$5,590
Benjamin SlaughterPresident-$600-$600
Brad WoodiwissVice-directo-$300-$300
Jerry HotzDirector-$250-$250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$46,362
Other Revenue
$346,783
Change in Net Assets
$-318,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$465,023
Salaries, Compensation, and Employee Benefits$246,335
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$207,555-$207,555
Other Salaries and Wages-$37,723-$37,723
Fees for Services Accounting-$24,577-$24,577
Other Expenses-$21,481-$21,481
Insurance-$7,911-$7,911
Travel-$5,561-$5,561
Occupancy-$3,601-$3,601
Depreciation Depletion-$1,917-$1,917
Advertising-$1,171-$1,171
Payroll Taxes-$1,057-$1,057
Office Expenses-$938-$938
Total Functional Expenses$0$711,358$0$711,358
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Amts W/h for Accounts of Others$12,748
Net Unpaid Claims$9,210
Other Taxes Payable$3,205
Unpaid Adjusting Expense$1,100
Premiums Collected, Oth-not Remitted$549
Real Estate Payable$510
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 2

“Tahra slaughter phyllis peterson asst mgr. Sec/treas. Daughter/mother”

Form 990, Page 6, Part VI, Line 6

“Lincoln mutual's policyholders are the member/owners of the mutual.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors is elected by the policyholder member/owners.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the secretary/treasurer/manager prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“When conflict arises at a board meeting (i.e. Salary-related items) the director(s) in question abstains from voting.”

Form 990, Page 6, Part VI, Line 19

“This information is available upon request. The financial statements are available in the form of the annual statement on the iowa insurance division's website.”

Filing and Contact Details

Filer

Filer Name
Lincoln Mutual Insurance Assoc
EIN
42-0380610
Phone
3196294921
Address
105 NORTH DEVOE ST BOX 155, LONE TREE, IA 52755

Signing Officer

Name
Benjamin Slaughter
Title
President
Phone
3196294921
Signed
2024-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benjamin Slaughter
Formed
1873
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
3
Employees
3

Preparer

Firm
Grinnell Mutual Reinsurance Company
Address
4215 HIGHWAY 146, GRINNELL, IA 50112-8110
Preparer
Shannon L Renze
Phone
8003622041
Supplemental Narrative

Additional Explanations

Form 990

“Page 10 line 24e: all other expenses. Loss adjustment expenses 11,045 boards, bureaus, associations 3,980 inspection & loss prevention 248 equipment expense 5,608 state insurance taxes 5,246 insurance division license & fees 444 miscellaneous expenses 1,002 over/short 100 comm adj -6,192”

Form 990, Part XI, Line 9

“Book / tax depreciation difference 38 chg in non-ledger/non-admit assets 24,029 ia fair plan 124 chg in non-ledger liabilities 177,781 chg in ledger liabilities -5,500 total 196,472”

Raw XML Appendix354 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01919
IRS990/AccountsReceivableGrp/BOYAmt03562
IRS990/AccountsReceivableGrp/EOYAmt01285
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROPERTY INSURANCE
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01171
IRS990/AdvertisingGrp/TotalAmt01171
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LINCOLN MUTUAL INSURANCE ASSOC
IRS990/BooksInCareOfDetail/PhoneNum03196294921
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0105 NORTH DEVOE ST BOX 155
IRS990/BooksInCareOfDetail/USAddress/CityNm0LONE TREE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052755
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0110302
IRS990/CashNonInterestBearingGrp/EOYAmt090909
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0207555
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0207555
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt046362
IRS990/CYOtherExpensesAmt0465023
IRS990/CYOtherRevenueAmt0346783
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-318213
IRS990/CYSalariesCompEmpBnftPaidAmt0246335
IRS990/CYTotalExpensesAmt0711358
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0393145
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0207621
IRS990/DeferredRevenueGrp/EOYAmt0148914
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01917
IRS990/DepreciationDepletionGrp/TotalAmt01917
IRS990/Desc0NONE
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024577
IRS990/FeesForServicesAccountingGrp/TotalAmt024577
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt25290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0BENJAMIN SLAUGHTER
IRS990/Form990PartVIISectionAGrp/PersonNm1PHYLLIS PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JOE WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm3BRAD WOODIWISS
IRS990/Form990PartVIISectionAGrp/PersonNm4JERRY HOTZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1200814
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SEC/TREAS/AG
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR/AGE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01873
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt09358
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0156868
IRS990/GrossReceiptsAmt0541885
IRS990/GrossRentsGrp/RealAmt03950
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07911
IRS990/InsuranceGrp/TotalAmt07911
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt037004
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037004
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01161850
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01014549
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt042682
IRS990/LandBldgEquipBasisNetGrp/BOYAmt054430
IRS990/LandBldgEquipBasisNetGrp/EOYAmt052551
IRS990/LandBldgEquipCostOrOtherBssAmt095233
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0147510
IRS990/LessRentalExpensesGrp/RealAmt01230
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01147156
IRS990/NetAssetsOrFundBalancesEOYAmt01020321
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt09358
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09358
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02720
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02720
IRS990/NetUnrlzdGainsLossesInvstAmt0-5094
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03601
IRS990/OccupancyGrp/TotalAmt03601
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0938
IRS990/OfficeExpensesGrp/TotalAmt0938
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010956
IRS990/OtherAssetsTotalGrp/EOYAmt037263
IRS990/OtherChangesInNetAssetsAmt0196472
IRS990/OtherExpensesGrp/Desc0NET LOSSES
IRS990/OtherExpensesGrp/Desc1REINSURANCE CEDED PREMIUM
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0238882
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1158984
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt221481
IRS990/OtherExpensesGrp/TotalAmt0238882
IRS990/OtherExpensesGrp/TotalAmt1158984
IRS990/OtherExpensesGrp/TotalAmt221481
IRS990/OtherLiabilitiesGrp/BOYAmt0144476
IRS990/OtherLiabilitiesGrp/EOYAmt027322
IRS990/OtherRevenueMiscGrp/BusinessCd0524126
IRS990/OtherRevenueMiscGrp/BusinessCd1524298
IRS990/OtherRevenueMiscGrp/Desc0PROPERTY INSURANCE PREMIUMS
IRS990/OtherRevenueMiscGrp/Desc1NET LIABILITY COMMISSIONS
IRS990/OtherRevenueMiscGrp/Desc2MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0342406
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11391
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2266
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0342406
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11391
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2266
IRS990/OtherRevenueTotalAmt0344063
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037723
IRS990/OtherSalariesAndWagesGrp/TotalAmt037723
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01057
IRS990/PayrollTaxesGrp/TotalAmt01057
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BENJAMIN SLAUGHTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt035204
IRS990/PYOtherExpensesAmt0274839
IRS990/PYOtherRevenueAmt0491413
IRS990/PYRevenuesLessExpensesAmt051006
IRS990/PYSalariesCompEmpBnftPaidAmt0200772
IRS990/PYTotalExpensesAmt0475611
IRS990/PYTotalRevenueAmt0526617
IRS990/ReconcilationRevenueExpnssAmt0-318213
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02720
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01147156
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01020321
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0160072
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt051756
IRS990ScheduleD/BuildingsGrp/DepreciationAmt039306
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt091062
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03376
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03376
IRS990ScheduleD/LandGrp/BookValueAmt0795
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0795
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012748
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19210
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4549
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AMTS W/H FOR ACCOUNTS OF OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET UNPAID CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3UNPAID ADJUSTING EXPENSE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4PREMIUMS COLLECTED, OTH-NOT REMITTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5REAL ESTATE PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt052551
IRS990ScheduleD/TotalLiabilityAmt027322
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt080608
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0120206
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PHYLLIS PETERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SEC/TREAS/AGENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0200814
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0BOARD OF DIRECTORS APPROVES ALL EMPLOYEE COMPENSATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAGE 10 LINE 24E: ALL OTHER EXPENSES. LOSS ADJUSTMENT EXPENSES 11,045 BOARDS, BUREAUS, ASSOCIATIONS 3,980 INSPECTION & LOSS PREVENTION 248 EQUIPMENT EXPENSE 5,608 STATE INSURANCE TAXES 5,246 INSURANCE DIVISION LICENSE & FEES 444 MISCELLANEOUS EXPENSES 1,002 OVER/SHORT 100 COMM ADJ -6,192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAHRA SLAUGHTER PHYLLIS PETERSON ASST MGR. SEC/TREAS. DAUGHTER/MOTHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINCOLN MUTUAL'S POLICYHOLDERS ARE THE MEMBER/OWNERS OF THE MUTUAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS ELECTED BY THE POLICYHOLDER MEMBER/OWNERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE SECRETARY/TREASURER/MANAGER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WHEN CONFLICT ARISES AT A BOARD MEETING (I.E. SALARY-RELATED ITEMS) THE DIRECTOR(S) IN QUESTION ABSTAINS FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS INFORMATION IS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE IN THE FORM OF THE ANNUAL STATEMENT ON THE IOWA INSURANCE DIVISION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOK / TAX DEPRECIATION DIFFERENCE 38 CHG IN NON-LEDGER/NON-ADMIT ASSETS 24,029 IA FAIR PLAN 124 CHG IN NON-LEDGER LIABILITIES 177,781 CHG IN LEDGER LIABILITIES -5,500 TOTAL 196,472
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01501172
IRS990/TotalAssetsEOYAmt01196557
IRS990/TotalAssetsGrp/BOYAmt01501172
IRS990/TotalAssetsGrp/EOYAmt01196557
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0711358
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0711358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0354016
IRS990/TotalLiabilitiesEOYAmt0176236
IRS990/TotalLiabilitiesGrp/BOYAmt0354016
IRS990/TotalLiabilitiesGrp/EOYAmt0176236
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01147156
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01020321
IRS990/TotalOtherCompensationAmt05290
IRS990/TotalReportableCompFromOrgAmt0202264
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0393145
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0393145
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01501172
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01196557
IRS990/TravelGrp/ManagementAndGeneralAmt05561
IRS990/TravelGrp/TotalAmt05561
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0SAME AS C ABOVE
IRS990/USAddress/CityNm0LONE TREE
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052755
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BENJAMIN SLAUGHTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03196294921
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN MUTUAL INSURANCE ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0420380610
ReturnHeader/Filer/PhoneNum03196294921
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 NORTH DEVOE ST BOX 155
ReturnHeader/Filer/USAddress/CityNm0LONE TREE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052755
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420245990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRINNELL MUTUAL REINSURANCE COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04215 HIGHWAY 146
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRINNELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0501128110
ReturnHeader/PreparerPersonGrp/PhoneNum08003622041
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON L RENZE
ReturnHeader/ReturnTs02024-05-13T10:38:09-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BENJAMIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SLAUGHTER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.