Civic Intelligence

Assured Life Association Formerly Woodmen of the World

990 • Fiscal year 2019 • EIN 84-0356870

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

Organization ProfileASSUREDLIFE.ORG

View Organization Page

6030 Greenwood Plaza Blvd Ste 100Greenwood Village, CO 80111

(303) 792-9777

Siviq Scores

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

Liabilities / Assets

85th percentile

0.76x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

3.35x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

56th percentile

6.5%

Higher net margin than 56% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$288,473

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

36th percentile

1.5%

Faster asset growth than 36% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

0.4%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$59,284,267

Up $900,669 (+1.5%) from 2018

Net Assets

Up

$14,058,356

Up $722,211 (+5.4%) from 2018

Liabilities

Up

$45,225,911

Up $178,458 (+0.4%) from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin56th percentile

Revenue

Up

$13,492,279

Up $51,354 (+0.4%) from 2018

Expenses

Down

$12,617,807

Down $611,097 (-4.6%) from 2018

Net Income

Up

$874,472

Up $662,451 (+312%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$80M$60M$40M$20M$0Assets 2010: $56,483,875Liabilities 2010: $44,724,713Net Assets 2010: $11,759,1622010Assets 2011: $58,700,026Liabilities 2011: $46,681,152Net Assets 2011: $12,018,8742011Assets 2012: $59,766,168Liabilities 2012: $47,077,120Net Assets 2012: $12,689,0482012Assets 2013: $59,345,918Liabilities 2013: $46,396,102Net Assets 2013: $12,949,8162013Assets 2014: $58,706,586Liabilities 2014: $46,267,318Net Assets 2014: $12,439,2682014Assets 2015: $57,886,892Liabilities 2015: $45,082,117Net Assets 2015: $12,804,7752015Assets 2016: $58,565,916Liabilities 2016: $45,813,376Net Assets 2016: $12,752,5402016Assets 2017: $58,707,927Liabilities 2017: $45,661,470Net Assets 2017: $13,046,4572017Assets 2018: $58,383,598Liabilities 2018: $45,047,453Net Assets 2018: $13,336,1452018Assets 2019: $59,284,267Liabilities 2019: $45,225,911Net Assets 2019: $14,058,3562019Assets 2020: $60,588,572Liabilities 2020: $45,979,380Net Assets 2020: $14,609,1922020Assets 2021: $58,347,375Liabilities 2021: $45,266,341Net Assets 2021: $13,081,0342021Assets 2022: $59,414,767Liabilities 2022: $46,152,314Net Assets 2022: $13,262,4532022Assets 2023: $59,070,732Liabilities 2023: $45,542,602Net Assets 2023: $13,528,1302023Assets 2024: $59,012,118Liabilities 2024: $44,735,944Net Assets 2024: $14,276,1742024

Highlighted filing

2019

Assets$59,284,267
Liabilities$45,225,911
Net Assets$14,058,356
Open 2019 Filing

Operations Trend

Revenue Growth38th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $23,621,2512010Expenses 2011: $28,820,5002011Expenses 2012: $28,397,6082012Revenue 2013: $26,596,703Expenses 2013: $26,213,286Net Income 2013: $383,4172013Revenue 2014: $21,797,270Expenses 2014: $22,235,962Net Income 2014: -$438,6922014Revenue 2015: $19,507,087Expenses 2015: $19,393,101Net Income 2015: $113,9862015Revenue 2016: $17,149,874Expenses 2016: $16,874,791Net Income 2016: $275,0832016Revenue 2017: $14,933,502Expenses 2017: $14,783,026Net Income 2017: $150,4762017Revenue 2018: $13,440,925Expenses 2018: $13,228,904Net Income 2018: $212,0212018Revenue 2019: $13,492,279Expenses 2019: $12,617,807Net Income 2019: $874,4722019Revenue 2020: $13,401,063Expenses 2020: $13,027,323Net Income 2020: $373,7402020Revenue 2021: $10,289,844Expenses 2021: $11,919,239Net Income 2021: -$1,629,3952021Revenue 2022: $10,833,866Expenses 2022: $10,393,488Net Income 2022: $440,3782022Revenue 2023: $9,109,480Expenses 2023: $8,987,732Net Income 2023: $121,7482023Revenue 2024: $8,843,290Expenses 2024: $7,920,840Net Income 2024: $922,4502024

Highlighted filing

2019

Revenue$13,492,279
Expenses$12,617,807
Net Income$874,472
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.0
Gross Receipts
$13,492,279
Mission and Program Overview

Mission

FRATERNAL ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$26,885,860$26,321,181▼ $564,679
Investments in Publicly Traded Securities$19,400,125$20,584,010▲ $1,183,885
Rtn Earn Endowment Incm Other Fnds$13,336,145$14,058,356▲ $722,211
Savings and Temporary Cash Investments$8,433,541$10,931,444▲ $2,497,903
Cash and Non-Interest-Bearing Accounts$1,031,854--
Land, Buildings, and Equipment, Net$1,875,760$948,200▼ $927,560
Accounts Receivable$141,489$278,923▲ $137,434
Investments Other Securities$207,631$220,509▲ $12,878
Total Assets$58,383,598$59,284,267▲ $900,669
Other Assets Total$407,338--
Liabilities
Other Liabilities$44,485,989$44,655,887▲ $169,898
Accounts Payable and Accrued Expenses$561,464$570,024▲ $8,560
Total Liabilities$45,047,453$45,225,911▲ $178,458
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,336,145$14,058,356▲ $722,211
Total Liabilities and Net Assets / Fund Balance$58,383,598$59,284,267▲ $900,669

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$846,062-$489,868
Land$102,138-$102,138
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary R WheelerPresident/trFT$251,055$37,418$288,473
Gary R WheelerPresident/treasurer-$251,055$37,418$288,473
Diane L MullerSec/VP OperaFT$118,925$23,409$142,334
Jerome L ChristensenVice PresideFT$118,129$24,133$142,262
Tanya S UnreinChair-$14,918-$14,918
Douglas H OuryDirector-$9,180-$9,180
Billy B Hill JrDirector-$7,230-$7,230
Christopher a YorkDirector-$7,230-$7,230
Lance C ForemanDirector-$7,230-$7,230
Paul D JorgensenDirector-$7,230-$7,230
Charles R CloudDirector-$4,218-$4,218

Highest Paid Contractors

ContractorServicesLocationCompensation
Allen Bailey & Associates INCActuary8310-1 CAPITAL OF TEXAS HWY N 370, Austin, TX 78731$119,504
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,001,286
Investment Income
$3,287,767
Other Revenue
$203,226
Change in Net Assets
$874,472

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,492,279
Revenue Not Reported on Form 990
$-338,724
Total Revenue per Audited Statements
$13,153,555
Total Revenue per Form 990
$13,492,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,525,003
Salaries, Compensation, and Employee Benefits$971,417
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,121,387
Fees for Services Other---$2,707,199
Current Officers, Directors, Trustees, and Key Employees---$630,305
Other Salaries and Wages---$231,711
Occupancy---$101,744
Depreciation Depletion---$71,790
Office Expenses---$65,632
Other Employee Benefits---$63,670
Other Expenses---$60,021
Payroll Taxes---$45,731
Travel---$45,382
Insurance---$18,407
Fees for Services Legal---$16,518
Conferences and Meetings---$8,760
All Other Expenses---$6,253
Total Functional Expenses$0$0$0$12,617,807

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,617,807
Total Expenses per Form 990$12,617,807
Total Expenses per Audited Statements$12,279,083
Expenses Not Reported on Form 990$-338,724
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
Future Certificate Ben.$42,189,136
Other Liabilites$1,220,381
Asset Valuation Reserve$574,276
Reinsurance Payable$504,134
Interest Maintenance Reserve$167,960
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has benefit members, associate members, junior members, and social members.”

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

“The benefit members have the right to vote in the corporate and business matters of the society, but are entitled to only one vote. The benefit members of the society inforce at the time of election shall, by referendum, elect seven persons, in staggered, four-year terms, to serve as directors.”

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

“The board shall not have the authority to dissolve the society or distribute assets of the society (except to the extent necessary to accomplish a merger or consolidation approved in accordance with these bylaws) nor shall the board have the authority to repeal or amend any of these bylaws or the articles. These rights and privileges shall be retained by the benefit members of the society, a proposal for which shall be presented for a vote by the benefit members by referendum. (section 5.d. Of the bylaws)”

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

“The tax return will not be reviewed by the board of directors before it is filed.”

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

“The policy is distributed annually for review and acknowledgement/disclosure.”

Form 990, Page 6, Part VI, Line 15A

“The board determines the compensation of the president using compensation data.”

Form 990, Page 6, Part VI, Line 15B

“The president determines the compensation of all other employees using compensation data.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are available on the website; all other documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Assured Life Association
EIN
84-0356870
Phone
3037929777
Address
6030 GREENWOOD PLAZA BLVD STE 100, GREENWOOD VILLAGE, CO 80111

Signing Officer

Name
Gary R Wheeler
Title
President/treasurer
Phone
3037929777
Signed
2020-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary R Wheeler
Formed
1890
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
7
Volunteers
890

Preparer

Firm
Jds Professional Group
Address
10303 E DRY CREEK RD STE 400, ENGLEWOOD, CO 80112
Preparer
Lori B Bauer CPA
Phone
3037710123
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Commissions 2,503,309 0 0 other professional fees 203,890 0 0 total 2,707,199 0 0”

Form 990, Part XI, Line 9

“Change in non-admitted assets -1,133 change in asset valuation reserve (avr) 18,440 change in liab for reinsurance -169,568 total -152,261”

Financial Statement Notes

Schedule D, Page 3, Part X

“Deferred income taxes are calculated in accordance with statement of statutory accounting principles, accounting for income taxes, as would be required by gaap. While both statements require accounting recognition of timing differences between income and expenses recognized for income tax purposes and those recognized for financial reporting, ssap no. 10r requires that only timing differences which are expected to reverse within one year may be considered in the calculation. In addition, ssap no. 10r defines timing differences to include non-admitted assets and limits the amount of any deferred tax asset that may be recognized in the financial statements to ten percent of statutory surplus. Finally, ssap no. 10r requires insurers to report change in net deferred tax assets or liabilities as a separate component of the change in statutory surplus rather than through operating results.”

Schedule D, Page 4, Part XI, Line 2D

“Reclass between revenue & expense -338,724”

Schedule D, Page 4, Part XII, Line 2D

“Reclass between revenue & expense -338,724”

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

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IRS990/OccupancyGrp/TotalAmt0101744
IRS990/OfficeExpensesGrp/TotalAmt065632
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0407338
IRS990/OtherChangesInNetAssetsAmt0-152261
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063670
IRS990/OtherExpensesGrp/Desc0FRATERNAL ACTIVITIES
IRS990/OtherExpensesGrp/Desc1INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc2STATE INS FEES & TAXES
IRS990/OtherExpensesGrp/Desc3OTHER RE INVESTMENT EXPS
IRS990/OtherExpensesGrp/TotalAmt03075014
IRS990/OtherExpensesGrp/TotalAmt1278703
IRS990/OtherExpensesGrp/TotalAmt269580
IRS990/OtherExpensesGrp/TotalAmt360021
IRS990/OtherLiabilitiesGrp/BOYAmt044485989
IRS990/OtherLiabilitiesGrp/EOYAmt044655887
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1NET STATUATORY IMR ADJ
IRS990/OtherRevenueMiscGrp/Desc2NET CAP GAINS TFRD TO IMR
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt121867
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt26625
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0174734
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt121867
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26625
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt026885860
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt026321181
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IRS990/PayrollTaxesGrp/TotalAmt045731
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GARY R WHEELER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUMS & ANNUITY
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010001286
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt05338214
IRS990/PYInvestmentIncomeAmt02709333
IRS990/PYOtherExpensesAmt06959411
IRS990/PYOtherRevenueAmt0264862
IRS990/PYProgramServiceRevenueAmt010466730
IRS990/PYRevenuesLessExpensesAmt0212021
IRS990/PYSalariesCompEmpBnftPaidAmt0931279
IRS990/PYTotalExpensesAmt013228904
IRS990/PYTotalRevenueAmt013440925
IRS990/ReconcilationRevenueExpnssAmt0874472
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014058356
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08433541
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010931444
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0846062
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0356194
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0489868
IRS990ScheduleD/ExpensesNotReportedAmt0-338724
IRS990ScheduleD/ExpensesSubtotalAmt012617807
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0102138
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0102138
IRS990ScheduleD/OtherExpensesIncludedAmt0-338724
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt042189136
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11220381
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2574276
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3504134
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4167960
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUTURE CERTIFICATE BEN.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER LIABILITES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ASSET VALUATION RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3REINSURANCE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4INTEREST MAINTENANCE RESERVE
IRS990ScheduleD/OtherRevenueAmt0-338724
IRS990ScheduleD/RevenueNotReportedAmt0-338724
IRS990ScheduleD/RevenueSubtotalAmt013492279
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DEFERRED INCOME TAXES ARE CALCULATED IN ACCORDANCE WITH STATEMENT OF STATUTORY ACCOUNTING PRINCIPLES, ACCOUNTING FOR INCOME TAXES, AS WOULD BE REQUIRED BY GAAP. WHILE BOTH STATEMENTS REQUIRE ACCOUNTING RECOGNITION OF TIMING DIFFERENCES BETWEEN INCOME AND EXPENSES RECOGNIZED FOR INCOME TAX PURPOSES AND THOSE RECOGNIZED FOR FINANCIAL REPORTING, SSAP NO. 10R REQUIRES THAT ONLY TIMING DIFFERENCES WHICH ARE EXPECTED TO REVERSE WITHIN ONE YEAR MAY BE CONSIDERED IN THE CALCULATION. IN ADDITION, SSAP NO. 10R DEFINES TIMING DIFFERENCES TO INCLUDE NON-ADMITTED ASSETS AND LIMITS THE AMOUNT OF ANY DEFERRED TAX ASSET THAT MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS TO TEN PERCENT OF STATUTORY SURPLUS. FINALLY, SSAP NO. 10R REQUIRES INSURERS TO REPORT CHANGE IN NET DEFERRED TAX ASSETS OR LIABILITIES AS A SEPARATE COMPONENT OF THE CHANGE IN STATUTORY SURPLUS RATHER THAN THROUGH OPERATING RESULTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RECLASS BETWEEN REVENUE & EXPENSE -338,724
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RECLASS BETWEEN REVENUE & EXPENSE -338,724
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotalExpensesPerForm990Amt012617807
IRS990ScheduleD/TotalLiabilityAmt044655887
IRS990ScheduleD/TotalRevenuePerForm990Amt013492279
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013153555
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012279083
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt020942
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016476
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GARY R WHEELER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0288473
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS BENEFIT MEMBERS, ASSOCIATE MEMBERS, JUNIOR MEMBERS, AND SOCIAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BENEFIT MEMBERS HAVE THE RIGHT TO VOTE IN THE CORPORATE AND BUSINESS MATTERS OF THE SOCIETY, BUT ARE ENTITLED TO ONLY ONE VOTE. THE BENEFIT MEMBERS OF THE SOCIETY INFORCE AT THE TIME OF ELECTION SHALL, BY REFERENDUM, ELECT SEVEN PERSONS, IN STAGGERED, FOUR-YEAR TERMS, TO SERVE AS DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD SHALL NOT HAVE THE AUTHORITY TO DISSOLVE THE SOCIETY OR DISTRIBUTE ASSETS OF THE SOCIETY (EXCEPT TO THE EXTENT NECESSARY TO ACCOMPLISH A MERGER OR CONSOLIDATION APPROVED IN ACCORDANCE WITH THESE BYLAWS) NOR SHALL THE BOARD HAVE THE AUTHORITY TO REPEAL OR AMEND ANY OF THESE BYLAWS OR THE ARTICLES. THESE RIGHTS AND PRIVILEGES SHALL BE RETAINED BY THE BENEFIT MEMBERS OF THE SOCIETY, A PROPOSAL FOR WHICH SHALL BE PRESENTED FOR A VOTE BY THE BENEFIT MEMBERS BY REFERENDUM. (SECTION 5.D. OF THE BYLAWS)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX RETURN WILL NOT BE REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE POLICY IS DISTRIBUTED ANNUALLY FOR REVIEW AND ACKNOWLEDGEMENT/DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD DETERMINES THE COMPENSATION OF THE PRESIDENT USING COMPENSATION DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PRESIDENT DETERMINES THE COMPENSATION OF ALL OTHER EMPLOYEES USING COMPENSATION DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE; ALL OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMMISSIONS 2,503,309 0 0 OTHER PROFESSIONAL FEES 203,890 0 0 TOTAL 2,707,199 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CHANGE IN NON-ADMITTED ASSETS -1,133 CHANGE IN ASSET VALUATION RESERVE (AVR) 18,440 CHANGE IN LIAB FOR REINSURANCE -169,568 TOTAL -152,261
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalLiabilitiesEOYAmt045225911
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014058356
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IRS990/TotalProgramServiceRevenueAmt010001286
IRS990/TotalReportableCompFromOrgAmt0545345
IRS990/TotalRevenueGrp/ExclusionAmt03287767
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010204512
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013492279
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010303 E DRY CREEK RD STE 400

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$59,284,267
Liabilities
$45,225,911
Net assets
$14,058,356
Revenue
$13,492,279
Expenses
$12,617,807
Net income
$874,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.0$44.7$14.3$8.84$7.92$0.92
2023Detailed filing. Detailed filing data is available for this year.$59.1$45.5$13.5$9.11$8.99$0.12
2022Detailed filing. Detailed filing data is available for this year.$59.4$46.2$13.3$10.8$10.4$0.44
2021Detailed filing. Detailed filing data is available for this year.$58.3$45.3$13.1$10.3$11.9$1.63
2020Detailed filing. Detailed filing data is available for this year.$60.6$46.0$14.6$13.4$13.0$0.37
2019Detailed filing. Detailed filing data is available for this year.$59.3$45.2$14.1$13.5$12.6$0.87
2018Detailed filing. Detailed filing data is available for this year.$58.4$45.0$13.3$13.4$13.2$0.21
2017Detailed filing. Detailed filing data is available for this year.$58.7$45.7$13.0$14.9$14.8$0.15
2016Detailed filing. Detailed filing data is available for this year.$58.6$45.8$12.8$17.1$16.9$0.28
2015Detailed filing. Detailed filing data is available for this year.$57.9$45.1$12.8$19.5$19.4$0.11
2014Detailed filing. Detailed filing data is available for this year.$58.7$46.3$12.4$21.8$22.2$0.44
2013Detailed filing. Detailed filing data is available for this year.$59.3$46.4$12.9$26.6$26.2$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.8$47.1$12.7$28.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.7$46.7$12.0$28.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.5$44.7$11.8$23.6