Civic Intelligence

Hermann Sons Life

990 • Fiscal year 2015 • EIN 74-0817310

Jan 01, 2015 to Dec 31, 2015 • Filed on May 06, 2016

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.

2015 filings • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

8.30x

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

2015 filings • $100M-$250M nonprofits • Source year 2015

Net Margin

14th percentile

-9.6%

Higher net margin than 14% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

17th percentile

$168,922

Higher top officer pay than 17% of similar nonprofits.

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

2015 filings • $100M-$250M nonprofits • Source year 2015

Asset Growth

43rd percentile

0.7%

Faster asset growth than 43% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

5.5%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • $100M-$250M nonprofits • Annualized from 2014 to 2015

Assets

Up

$249,541,758

Up $1,782,532 (+0.7%) from 2014

Net Assets

Down

$16,938,758

Down $537,822 (-3.1%) from 2014

Liabilities

Up

$232,603,000

Up $2,320,354 (+1.0%) from 2014

Revenue

Up

$28,014,705

Up $1,466,224 (+5.5%) from 2014

Expenses

Up

$30,690,954

Up $4,394,295 (+17%) from 2014

Net Income

Down

-$2,676,249

Down $2,928,071 (-1163%) from 2014

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

2015

Assets$249,541,758
Liabilities$232,603,000
Net Assets$16,938,758

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

2015

Revenue$28,014,705
Expenses$30,690,954
Net Income-$2,676,249
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 6, 2016
Return Version
2015v2.1
Gross Receipts
$37,106,450
Mission and Program Overview

Mission

Fraternal benefit society

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$223,880,767$224,451,650▲ $570,883
Rtn Earn Endowment Incm Other Fnds$17,476,580$16,938,758▼ $537,822
Investments Program Related$9,080,128$9,452,529▲ $372,401
Other Notes and Loans Receivable, Net$5,405,676$5,357,101▼ $48,575
Land, Buildings, and Equipment, Net$4,915,730$4,798,062▼ $117,668
Savings and Temporary Cash Investments$1,189,805$2,220,775▲ $1,030,970
Cash and Non-Interest-Bearing Accounts$1,899$1,900▲ $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$247,759,226$249,541,758▲ $1,782,532
Other Assets Total$3,285,221$3,259,741▼ $25,480
Liabilities
Other Liabilities$229,559,372$231,726,792▲ $2,167,420
Accounts Payable and Accrued Expenses$613,431$812,176▲ $198,745
Escrow Account Liability$109,843$64,032▼ $45,811
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$230,282,646$232,603,000▲ $2,320,354
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,476,580$16,938,758▼ $537,822
Total Liabilities and Net Assets / Fund Balance$247,759,226$249,541,758▲ $1,782,532

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,610,511$4,211,256$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$146,511$22,410$168,921
Harry Werland CPAGrand Vice President-InvestmentsFT$130,123$6,117$136,240
Timothy KobleGrand Vice President-MarketingFT$129,218$6,369$135,587
Mary BeamGrand Vice President-Secretary/TreasurerFT$128,580$6,118$134,698
Kimberly KruegerGrand Vice President-FraternalFT$127,291$6,308$133,599
Jack O Larned JrGrand Finance CommitteePT$4,450-$4,450
Janice KuhenGrand Finance CommitteePT$4,300-$4,300
Wilburn PargmannGrand Finance CommitteePT$4,300-$4,300
Sandra JonesGrand Finance CommitteePT$4,150-$4,150
Paul HeathGrand Finance CommitteePT$3,800-$3,800
Leroy MuehlsteinPast Grand President/CEOPT$2,900-$2,900
Stephen R PrewittPast Grand President/CEOPT$2,600-$2,600
Revenue and Support

Revenue Composition

Contributions and Grants
$155,940
Program Service Revenue
$14,250,279
Investment Income
$13,608,486
Other Revenue
$0
All Other Contributions
$155,940
Change in Net Assets
$-2,676,249

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,534,521
Revenue Not Reported on Financial Statements
$480,184
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$237,847
Total Revenue per Audited Statements
$27,534,521
Total Revenue per Form 990
$28,014,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,200,385
Other Expenses$4,264,581
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$20,225,988
Pension Plan Contributions---$3,442,258
Other Salaries and Wages---$1,831,659
Current Officers, Directors, Trustees, and Key Employees---$702,550
Other Expenses---$507,299
All Other Expenses---$361,055
Occupancy---$298,697
Payroll Taxes---$223,918
Office Expenses---$213,056
Advertising---$189,834
Fees for Services Accounting---$116,246
Conferences and Meetings---$90,000
Travel---$87,311
Information Technology---$72,097
Depreciation Depletion---$60,367
Fees for Services Legal---$54,998
Fees for Services Other---$51,421
Insurance---$43,499
Total Functional Expenses$0$0$0$30,690,954

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,690,954
Expenses per Audited Statements$30,298,870
Total Expenses per Audited Statements$30,298,870
Expenses Not Reported on Financial Statements$392,084
Other Expense Adjustments$149,747
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$225,417,515
Asset Valuation Reserve$3,446,886
Interest Maintenance Reserve$1,463,191
Premiums Received in Advance$626,497
Certificate Claims Pending$340,714
Unearned Investment Income$239,627
REFUNDS PAYABLE_SSAP 8$147,187
Commissions Payable$45,175
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 2015 annual Form 990 was reviewed and provided a copy to the Grand Vice President-Investments on April 27, 2016 for approval for filing to IRS. The 2015 annual Form 990 was also provided a final copy to the Grand Executive Committee and the Grand Finance Committee on May 09, 2016 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
2016-05-06

Organization Details

Principal Officer
Allan W Preuss President CEO
Formed
1891
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
7
Employees
251
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 2015, the lodges donated approximately 167,927 hours of service and approximately $72,889 to charity.

Form 990, Part XI, Line 9

The organization Surplus Change in Non-admitted Assets of $2,966,283, Surplus Change in Asset Valuation Reserve of $156,341, Change in Unrealized Capital Gains of ($984,192), and an Adjustment to prior year (2014) Surplus ($5) which equal to $2,138,427 as Other changes in net assets or fund balances.

Form 990, Part XII, Line 2C

For the 2015 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 $237,847.

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 $149,747.

Raw XML AppendixShowing 400 of 623 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0613431
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0812176
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FRATERNAL BENEFIT SOCIETY
IRS990/AdvertisingGrp/TotalAmt0189834
IRS990/AllOtherContributionsAmt0155940
IRS990/AllOtherExpensesGrp/TotalAmt0361055
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt020225988
IRS990/BooksInCareOfDetail/PersonNm0Harry Werland CPA or Mary Pruitt
IRS990/BooksInCareOfDetail/PhoneNum02102269261
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1941
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0782971941
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01899
IRS990/CashNonInterestBearingGrp/EOYAmt01900
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0702550
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt090000
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt020225988
IRS990/CYContributionsGrantsAmt0155940
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt013608486
IRS990/CYOtherExpensesAmt04264581
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt014250279
IRS990/CYRevenuesLessExpensesAmt0-2676249
IRS990/CYSalariesCompEmpBnftPaidAmt06200385
IRS990/CYTotalExpensesAmt030690954
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt028014705
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt060367
IRS990/Desc0Insurance Benefit Programs: Fraternal Insurance - 70,481 members in 136 Fraternal Lodges and 76,681 Certificates providing death, endowment and annuity benefits.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0251
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EscrowAccountLiabilityGrp/BOYAmt0109843
IRS990/EscrowAccountLiabilityGrp/EOYAmt064032
IRS990/ExpenseAmt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt0116246
IRS990/FeesForServicesLegalGrp/TotalAmt054998
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt051421
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd00
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
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt045
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt245
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt345
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt445
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt08084
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16118
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt26117
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt36369
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt46308
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ALLAN W PREUSS
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY BEAM
IRS990/Form990PartVIISectionAGrp/PersonNm2HARRY WERLAND CPA
IRS990/Form990PartVIISectionAGrp/PersonNm3TIMOTHY KOBLE
IRS990/Form990PartVIISectionAGrp/PersonNm4KIMBERLY KRUEGER
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHEN R PREWITT
IRS990/Form990PartVIISectionAGrp/PersonNm6LEROY MUEHLSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm7JANICE KUHEN
IRS990/Form990PartVIISectionAGrp/PersonNm8JACK O LARNED JR
IRS990/Form990PartVIISectionAGrp/PersonNm9PAUL HEATH
IRS990/Form990PartVIISectionAGrp/PersonNm10WILBURN PARGMANN
IRS990/Form990PartVIISectionAGrp/PersonNm11SANDRA JONES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0160838
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1128580
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2130123
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3129218
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4127291
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt52600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt62900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt74300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt84450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt93800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt104300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt114150
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/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
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01891
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0237847
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/SecuritiesAmt09329592
IRS990/GrossReceiptsAmt037106450
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd00
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/TotalAmt072097
IRS990/InsuranceGrp/TotalAmt043499
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013370639
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013370639
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt09080128
IRS990/InvestmentsProgramRelatedGrp/EOYAmt09452529
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0223880767
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0224451650
IRS990/IRPDocumentCnt01571
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04211256
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04915730
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04798062
IRS990/LandBldgEquipCostOrOtherBssAmt09009318
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09091745
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/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0FRATERNAL BENEFIT SOCIETY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt017476580
IRS990/NetAssetsOrFundBalancesEOYAmt016938758
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0237847
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0237847
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/TotalAmt0298697
IRS990/OfficeExpensesGrp/TotalAmt0213056
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03285221
IRS990/OtherAssetsTotalGrp/EOYAmt03259741
IRS990/OtherChangesInNetAssetsAmt02138427
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0COMMISSIONS
IRS990/OtherExpensesGrp/Desc1FRATERNAL BENEFIT ACTIVITIES
IRS990/OtherExpensesGrp/Desc2YOUTH CAMP EXPENSES
IRS990/OtherExpensesGrp/Desc3HS RETIREMENT HOME
IRS990/OtherExpensesGrp/TotalAmt0442426
IRS990/OtherExpensesGrp/TotalAmt1996980
IRS990/OtherExpensesGrp/TotalAmt2679295
IRS990/OtherExpensesGrp/TotalAmt3507299
IRS990/OtherLiabilitiesGrp/BOYAmt0229559372
IRS990/OtherLiabilitiesGrp/EOYAmt0231726792
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01831659
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05405676
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt05357101
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0223918
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt03442258
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/Desc3HS RETIREMENT HOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013724168
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1494968
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt220502
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt310641
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013724168
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1494968
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt220502
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt310641
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 2015, the lodges donated approximately 167,927 hours of service and approximately $72,889 to charity.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt019089940
IRS990/PYContributionsGrantsAmt029871
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013630163
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04012866
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt012888447
IRS990/PYRevenuesLessExpensesAmt0251822
IRS990/PYSalariesCompEmpBnftPaidAmt03193853
IRS990/PYTotalExpensesAmt026296659
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026548481
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)8 • $100M-$250M nonprofits