Civic Intelligence

Hermann Sons Life

990 • Fiscal year 2014 • EIN 74-0817310

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

PO Box 1941San Antonio, TX 78297-1941

(210) 226-9261

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.93x

Higher debt load relative to assets than 91% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

8.67x

Higher debt load relative to revenue than 89% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Net Margin

32nd percentile

0.9%

Higher net margin than 32% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

17th percentile

$167,170

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2014 filings • $100M-$250M nonprofits • Source year 2014

Asset Growth

35th percentile

2.1%

Faster asset growth than 35% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-2.2%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Assets

Up

$247,759,226

Up $5,011,306 (+2.1%) from 2013

Net Assets

Down

$17,476,580

Down $400,632 (-2.2%) from 2013

Liabilities

Up

$230,282,646

Up $5,411,938 (+2.4%) from 2013

Revenue

Down

$26,548,481

Down $605,649 (-2.2%) from 2013

Expenses

Down

$26,296,659

Down $903,868 (-3.3%) from 2013

Net Income

Up

$251,822

Up $298,219 (+643%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $210,813,469Liabilities 2010: $198,361,693Net Assets 2010: $12,451,7762010Assets 2011: $222,334,824Liabilities 2011: $210,290,254Net Assets 2011: $12,044,5702011Assets 2012: $233,076,621Liabilities 2012: $218,488,970Net Assets 2012: $14,587,6512012Assets 2013: $242,747,920Liabilities 2013: $224,870,708Net Assets 2013: $17,877,2122013Assets 2014: $247,759,226Liabilities 2014: $230,282,646Net Assets 2014: $17,476,5802014Assets 2015: $249,541,758Liabilities 2015: $232,603,000Net Assets 2015: $16,938,7582015Assets 2016: $254,517,456Liabilities 2016: $237,648,677Net Assets 2016: $16,868,7792016Assets 2017: $259,589,415Liabilities 2017: $241,375,801Net Assets 2017: $18,213,6142017Assets 2018: $260,613,120Liabilities 2018: $243,057,391Net Assets 2018: $17,555,7292018Assets 2019: $259,796,069Liabilities 2019: $240,607,823Net Assets 2019: $19,188,2462019Assets 2020: $262,043,324Liabilities 2020: $243,221,840Net Assets 2020: $18,821,4842020Assets 2021: $261,680,338Liabilities 2021: $248,573,493Net Assets 2021: $13,106,8452021Assets 2022: $255,635,990Liabilities 2022: $246,876,383Net Assets 2022: $8,759,6072022Assets 2023: $247,910,938Liabilities 2023: $241,433,051Net Assets 2023: $6,477,8872023Assets 2024: $258,208,075Liabilities 2024: $238,478,199Net Assets 2024: $19,729,8762024

Highlighted filing

2014

Assets$247,759,226
Liabilities$230,282,646
Net Assets$17,476,580

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $33,999,1752010Expenses 2011: $30,308,4892011Expenses 2012: $26,905,0532012Revenue 2013: $27,154,130Expenses 2013: $27,200,527Net Income 2013: -$46,3972013Revenue 2014: $26,548,481Expenses 2014: $26,296,659Net Income 2014: $251,8222014Revenue 2015: $28,014,705Expenses 2015: $30,690,954Net Income 2015: -$2,676,2492015Revenue 2016: $23,907,656Expenses 2016: $24,280,488Net Income 2016: -$372,8322016Revenue 2017: $23,528,775Expenses 2017: $23,066,497Net Income 2017: $462,2782017Revenue 2018: $23,540,298Expenses 2018: $23,374,399Net Income 2018: $165,8992018Revenue 2019: $22,932,577Expenses 2019: $22,660,937Net Income 2019: $271,6402019Revenue 2020: $22,588,452Expenses 2020: $22,711,117Net Income 2020: -$122,6652020Revenue 2021: $23,747,654Expenses 2021: $27,079,824Net Income 2021: -$3,332,1702021Revenue 2022: $22,634,964Expenses 2022: $24,061,899Net Income 2022: -$1,426,9352022Revenue 2023: $18,960,366Expenses 2023: $22,903,078Net Income 2023: -$3,942,7122023Revenue 2024: $21,177,074Expenses 2024: $22,266,133Net Income 2024: -$1,089,0592024

Highlighted filing

2014

Revenue$26,548,481
Expenses$26,296,659
Net Income$251,822
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$34,706,243
Mission and Program Overview

Mission

Fraternal benefit society

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$218,797,248$223,880,767▲ $5,083,519
Rtn Earn Endowment Incm Other Fnds$17,877,212$17,476,580▼ $400,632
Investments Program Related$8,304,254$9,080,128▲ $775,874
Other Notes and Loans Receivable, Net$5,448,072$5,405,676▼ $42,396
Land, Buildings, and Equipment, Net$5,036,983$4,915,730▼ $121,253
Savings and Temporary Cash Investments$1,956,136$1,189,805▼ $766,331
Cash and Non-Interest-Bearing Accounts$1,900$1,899▼ $1
Accounts Receivable$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
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
Total Assets$242,747,920$247,759,226▲ $5,011,306
Other Assets Total$3,203,327$3,285,221▲ $81,894
Liabilities
Other Liabilities$224,263,693$229,559,372▲ $5,295,679
Accounts Payable and Accrued Expenses$533,670$613,431▲ $79,761
Escrow Account Liability$73,345$109,843▲ $36,498
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$224,870,708$230,282,646▲ $5,411,938
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,877,212$17,476,580▼ $400,632
Total Liabilities and Net Assets / Fund Balance$242,747,920$247,759,226▲ $5,011,306

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,728,179$4,093,588$0
Other Land Buildings$0$0$0
Land$2,187,551-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allan W PreussGrand President/CEOFT$145,220$21,951$167,171
Harry Werland CPAGrand Vice President-InvestmentsFT$129,171$5,119$134,290
Mary BeamGrand Vice President-Secretary/TreasurerFT$126,192$6,071$132,263
Kimberly KruegerGrand Vice President-FraternalFT$124,921$6,071$130,992
Timothy KobleGrand Vice President-MarketingFT$122,424$6,190$128,614
Janice KuhenGrand Finance CommitteePT$4,400-$4,400
Jack O Larned JrGrand Finance CommitteePT$4,250-$4,250
Paul HeathGrand Finance CommitteePT$4,100-$4,100
Sandra JonesGrand Finance CommitteePT$3,770-$3,770
Wilburn PargmannGrand Finance CommitteePT$3,650-$3,650
Leroy MuehlsteinPast Grand President/CEOPT$1,500-$1,500
Stephen R PrewittPast Grand President/CEOPT$1,200-$1,200
Revenue and Support

Revenue Composition

Contributions and Grants
$29,871
Program Service Revenue
$12,888,447
Investment Income
$13,630,163
Other Revenue
$0
All Other Contributions
$29,871
Change in Net Assets
$251,822

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,116,617
Revenue Not Reported on Financial Statements
$431,864
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$224,061
Total Revenue per Audited Statements
$26,116,617
Total Revenue per Form 990
$26,548,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,012,866
Salaries, Compensation, and Employee Benefits$3,193,853
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$19,089,940
Other Salaries and Wages---$1,745,495
Current Officers, Directors, Trustees, and Key Employees---$684,970
Pension Plan Contributions---$548,610
Other Expenses---$476,334
All Other Expenses---$380,225
Occupancy---$233,999
Payroll Taxes---$214,778
Office Expenses---$180,630
Advertising---$164,280
Fees for Services Accounting---$86,915
Travel---$82,526
Conferences and Meetings---$82,150
Depreciation Depletion---$74,640
Information Technology---$53,038
Fees for Services Other---$40,759
Insurance---$33,384
Fees for Services Legal---$10,711
Total Functional Expenses$0$0$0$26,296,659

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,296,659
Expenses per Audited Statements$25,970,778
Total Expenses per Audited Statements$25,970,778
Expenses Not Reported on Financial Statements$325,881
Other Expense Adjustments$118,078
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Life and Annuity Reserve$221,974,688
Asset Valuation Reserve$3,603,229
Interest Maintenance Reserve$1,554,811
Other Comprehensive Income$1,044,613
Premiums Received in Advance$635,191
Certificate Claims Pending$357,478
Unearned Investment Income$237,142
Refunds Payable_SSAP 8$118,403
Commission Payable$33,817
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The organization has no material differences in voting rights among members of the governing body.

Form 990, Part VI, Section A, Line 6

The organization has members.

Form 990, Part VI, Section A, Line 7A

The organization has members who may elect one or more members of the governing body.

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

The 2014 annual Form 990 was reviewed and provided a copy to the Grand Vice President-Investments on May 04, 2015 for approval for filing to IRS. On May 12, 2015, the annual 2014 Form 990 was approved for submission to IRS via e-file. The 2014 Form 990 was also provided a final copy to the Grand Executive Committee and the Grand Finance Committee on May 14, 2015 via email.

Form 990, Part VI, Section B, Line 12C

The organization periodically monitors compliance with the conflict of interest policy.

Form 990, Part VI, Section B, Line 15

Grand Executive Officers: A survey of other fraternal is prepared to compile a list of what they pay their officers. These amounts are compared to Hermann Sons officers' compensation. The report is given to the Salary Committee at the Grand Lodge Quadrennial Convention that is held every four years. The Grand Committee votes to adjust salaries or to maintain cost of living adjustment only. Grand Finance Committee: No salary is paid to the Finance Committee. They are paid per diem rates for their participation in meetings and activities. The per diem rates are reviewed by the Grand Executive Committee every year after the Quadrennial Convention to determine if rate adjustments are needed.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public through the Texas Department of Insurance and the Quadrennial Convention.

Filing and Contact Details

Filer

Filer Name
Order of the Sons of Hermann in the State of Texas
EIN
74-0817310
Phone
2102269261
Address
PO BOX 1941, SAN ANTONIO, TX 78297-1941

Signing Officer

Name
Harry Werland
Title
Grand Vice-President Investments
Phone
2102269261
Signed
2015-05-13

Organization Details

Principal Officer
Allan W Preuss President CEO
Formed
1891
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
7
Employees
250
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Lodge Activities: 136 fraternal lodges consisting of regular meetings of members to promote volunteerism in their respective community. In 2014, the lodges donated approximately 195,873 hours of service and approximately $59,993 to charity.

Form 990, Part XI, Line 9

The organization Surplus Change in Non-admitted Assets of ($1,280,615), Surplus Change in Asset Valuation Reserve of $187,633, Change in Accounting Method for Defined Pension Plan $503,376, and Change in Unrealized Capital Gains of ($62,848) which equal to ($652,454) as Other changes in net assets or fund balances.

Form 990, Part XII, Line 2C

For the 2014 year end, the entire Grand Committee will continue to assume the responsibility as the audit committee for the organization.

Financial Statement Notes

Schedule D, Part IV, Line 2B

Escrow and Trustee accounts for Scholarship Programs, Member Lodges dues, and Mortgage Loans.

Schedule D, Part XI, Line 1

As of this filing, Audited Financial Statements were not completed; but the organization anticipated that these amounts stay the same after the completion of the organization's annual audit.

Schedule D, Part XI, Line 4B

The organization Net realized Capital gain of $224,061.

Schedule D, Part XII, Line 1

As of this filing, Audited Financial Statements were not completed; but the organization anticipated that these amounts stay the same after the completion of the organization's annual audit.

Schedule D, Part XII, Line 4B

The organization Refunds to members of $118,078.

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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/TitleTxt0Grand President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Grand Vice President-Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Grand Vice President-Investments
IRS990/Form990PartVIISectionAGrp/TitleTxt3Grand Vice President-Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt4Grand Vice President-Fraternal
IRS990/Form990PartVIISectionAGrp/TitleTxt5Past Grand President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6Past Grand President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Grand Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Grand Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Grand Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Grand Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Grand Finance Committee
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IRS990/FormationYr01891
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0224061
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08381823
IRS990/GrossReceiptsAmt034706243
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
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IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt053038
IRS990/InsuranceGrp/TotalAmt033384
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013406102
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013406102
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt08304254
IRS990/InvestmentsProgramRelatedGrp/EOYAmt09080128
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0218797248
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0223880767
IRS990/IRPDocumentCnt01533
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04093588
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05036983
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04915730
IRS990/LandBldgEquipCostOrOtherBssAmt09009318
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08157762
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FRATERNAL BENEFIT SOCIETY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt017877212
IRS990/NetAssetsOrFundBalancesEOYAmt017476580
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0224061
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0224061
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0233999
IRS990/OfficeExpensesGrp/TotalAmt0180630
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03203327
IRS990/OtherAssetsTotalGrp/EOYAmt03285221
IRS990/OtherChangesInNetAssetsAmt0-652454
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0COMMISSIONS
IRS990/OtherExpensesGrp/Desc1FRATERNAL BENEFIT ACTIVITIES
IRS990/OtherExpensesGrp/Desc2YOUTH CAMP EXPENSES
IRS990/OtherExpensesGrp/Desc3HERMANN SONS RETIREMENT HOME
IRS990/OtherExpensesGrp/TotalAmt0431380
IRS990/OtherExpensesGrp/TotalAmt1976932
IRS990/OtherExpensesGrp/TotalAmt2704963
IRS990/OtherExpensesGrp/TotalAmt3476334
IRS990/OtherLiabilitiesGrp/BOYAmt0224263693
IRS990/OtherLiabilitiesGrp/EOYAmt0229559372
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01745495
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05448072
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt05405676
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0214778
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0548610
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Allan W Preuss President CEO
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524113
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900004
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1CAMP PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc3HERMANN SONS RETIREMENT HOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012195809
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1487057
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2195631
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012195809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1487057
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2195631
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39950
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgSrvcAccomActy2Grp/Desc0Sons of Hermann Retirement Home - provides complete needs of room and board to members over the age of 65.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Youth Activities - including two camps for junior members to attend one week during the summer months for age 9 to 13. Dance classes for youth ages 3 to 17.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Lodge Activities - 136 fraternal lodges consisting of regular meetings of members to promote volunteerism in their respective community. In 2014, the lodges donated approximately 195,873 hours of service and approximately $59,993 to charity.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt020128627
IRS990/PYContributionsGrantsAmt043351
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013160634
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03817054
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013950145
IRS990/PYRevenuesLessExpensesAmt0-46397
IRS990/PYSalariesCompEmpBnftPaidAmt03254846
IRS990/PYTotalExpensesAmt027200527
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027154130
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0251822
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$258$238$19.7$21.2$22.3$1.09
2023Detailed filing. Detailed filing data is available for this year.$248$241$6.48$19.0$22.9$3.94
2022Detailed filing. Detailed filing data is available for this year.$256$247$8.76$22.6$24.1$1.43
2021Detailed filing. Detailed filing data is available for this year.$262$249$13.1$23.7$27.1$3.33
2020Detailed filing. Detailed filing data is available for this year.$262$243$18.8$22.6$22.7$0.12
2019Detailed filing. Detailed filing data is available for this year.$260$241$19.2$22.9$22.7$0.27
2018Detailed filing. Detailed filing data is available for this year.$261$243$17.6$23.5$23.4$0.17
2017Summary only. Only limited summary data is available for this year.$260$241$18.2$23.5$23.1$0.46
2016Detailed filing. Detailed filing data is available for this year.$255$238$16.9$23.9$24.3$0.37
2015Detailed filing. Detailed filing data is available for this year.$250$233$16.9$28.0$30.7$2.68
2014Detailed filing. Detailed filing data is available for this year.$248$230$17.5$26.5$26.3$0.25
2013Detailed filing. Detailed filing data is available for this year.$243$225$17.9$27.2$27.2$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$233$218$14.6$26.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$222$210$12.0$30.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$211$198$12.5$34.0