WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY (EIN 47-0339250)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349301418
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T11:20:57-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470339250 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOOD | NameControl |
| Phone | 4023421890 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 FARNAM ST No 2200 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 681022022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jordan Mawson | Name |
| Title | Director Tax Compliance & Payroll | Title |
| Phone | 4023421890 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jordan Mawson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Farnam Street | AddressLine1 |
| City | Omaha | City |
| State | NE | State |
| ZIP Code | 68102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1307615077 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0510 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | woodmen.org | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Type Of Org Other Description | Fraternal Benefit Society | TypeOfOrgOtherDescription |
| Year Formation | 1890 | YearFormation |
| State Legal Domicile | NE | StateLegalDomicile |
| Activity Or Mission Description | Woodmen of the World is a fraternal benefit society dedicated to (continued on Schedule O) serving its members, their families and communities. Woodmen's mission is to benefit our members through every stage of life. We achieve this by:1. Providing members with valued financial solutions;2. Engaging members in community service activities;3. Enriching the lives of members through social, educational and patriotic programs; and,4. Sharing common values and working to achieve these shared fraternal ideals of family,community and country. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2887 | TotalNbrEmployees |
| Total Nbr Volunteers | 51624 | TotalNbrVolunteers |
| Total Gross UBI | 2697618 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1079163265 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1307615077 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 997871 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1080161136 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1307615077 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 343000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 345819 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 977209124 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 1029796470 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 81918881 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 93139815 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 115683427 | OtherExpensePriorYear |
| Other Expenses Current Year | 126611194 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1175154432 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1249893298 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -94993296 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 57721779 | RevenuesLessExpensesCY |
| Total Assets BOY | 9340696830 | TotalAssetsBOY |
| Total Assets EOY | 9517523595 | TotalAssetsEOY |
| Total Liabilities BOY | 8536186968 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8655291954 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 804509862 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 862231641 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Benefit our members through every stage of life. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | Exempt Purpose/Achievements: Woodmen is owned and governed by its more then 701,400 members, who belong to 1,063 local adult and youth chapters across the nation. Delegates are elected to represent their fellow chapter members at biannual jurisdictional (state) conventions and quadrennial National Conventions. These national delegates elect members to the Board of Directors for four-year terms of office where they help to set policies and determine the direction of the Society. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Woodmen's commitment to its members is exemplified by a wide range of membership benefits provided as part of the Society's fraternal program. These benefits enable families to enjoy social and educational activities, youth and senior programs, patriotic presentations and community service opportunities. They also provide aid and comfort to members in times of illness, misfortune or need. Local Woodmen adult and youth chapters sponsor activities for members of all ages including:1. Regular business meetings;2. Social events;3. Group outings;4. Cookouts;5. Holiday parties;6. Youth and Senior Camp programs; and,7. Other activities that strengthen the bonds of friendship and fraternity.Woodmen's Youth and Senior Camp programs offer members the opportunity to enjoy a variety of activities and make new friends.In 2012, 4,975 youth members ages 8 through 15 attended youth camps across the nation at little or no cost. The camps provide youth an opportunity to study nature, learn arts and crafts, and participate in citizenship activities, swimming, games, hiking, archery and many other outdoor activities. Camp programs are designed to develop each camper's self-esteem, knowledge and leadership skills.Woodmen senior camps designed for senior members who enjoy the fellowship of good friends and new acquaintances. A wide variety of activities are offered at senior camps including arts and crafts, music, games, archery, fishing, swimming, storytelling and nature walks. Many camps offer educational seminars with emphasis on the needs and interests of seniors. In 2012 1,424 members attended Senior Camps or Senior Appreciation Day. Woodmen provides a membership benefit of financial assistance for catastrophic illnesses of $1,000 to eligible members who are diagnosed with tuberculosis, lung cancer, luekemia, malignant lymphoma, Hodgkin's disease, multiple myeloma or brain tumor. In 2012, $862,000 was paid for catastrophic illness benefits.The Disaster Relief Fraternal Benefit provides monetary relief for members who sustain significant damage to their homes as a result of a hurricane, tornado, fire or other natural disaster. In 2012, $42,281 was provided in benefit payments to members.Woodmen provides from $125 to $200 a month in financial assistance to orphaned children through age 18 whose parents were both qualified Woodmen members. Extra funds may also be available to help pay college, tutorial or vocational training. In 2012, the Orphan's Care Program paid out $49,900 in benefits.Woodmen provides a $5,000 fraternal benefit if an infant of a 100% Woodmen family dies between 48 hours and six month of birth, plus guarantees issuance of a $5,000 life insurance certificate at standard rates during the first six months of life. In 2012, newborn benefits paid were $10,000. The Woodmen Prescription Drug Card benefit was introduced in 2001. The care is free to all members and is another example of the value of Woodmen membership. Since the inception of this program members have saved a total of $11,432,071. This value-added fraternal benefit saved members over $275,181 in 2012.First Responders: This fraternal benefit package that is available to all non-military first responders. With payment of annual membership dues, First Responders are eligible for the regular fraternal benefits offered to all dues paying members plus a $10,000 benefit payable in the event of a death while performing their duties as a member of a first responder. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Volunteer Service: In 2012, Woodmen members volunteered more than 335,961 hours in community service activities and 541,641 hours of service to the following fraternal projects and activities:1. Patriotic Program: Woodmen's Patriotic Program was introduced 66 years ago in 1947. Through the program, local chapters present U.S. flags to schools, community buildings, churches, parks, and other civic and nonprofit organizations, American Patriot's Handbooks to schools, libraries and newly-naturalized citizens and American History Awards to junior and senior high school students for proficiency in American history. In 2012 lodges presented:138,221 U.S. flags;53,123 American Patriot's Handbooks; and,3,258 American History Awards.Since the program began Woodmen members have presented 2,361,165 flags, 1,897,950 American Patriot's Handbooks and 267,943 American History Awards.Woodmen began a program with the American Red Cross in 1998 to further strengthen its fraternal commitment. The Society created teams of Red Cross trained Woodmen volunteers to provide disaster relief to people and communities throughout the nation. Teams provide volunteers along with vehicles, equipment and supplies to assist RedCross relief efforts. Woodmen also makes chapter halls and camps available for use as Red Cross shelters or training centers.In 2012 Woodmen members also participated in: National Join Hands Day - 235 events In Honor and Rememberance in emmory of September 11, 2001 - 389 ceremonies Flag Day - 317 events Make a Difference Day - 139 events | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 267891 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2887 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 0 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODMEN OF THE WORLD co Jordan Mawson | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4023421890 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 FARNAM ST STE 2200 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 681022022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| CUMMINSDANNY E | ||||||||
| DIRECTOR, FORMER PRESIDENT & CEO | 40.00 | X | X | 1074960 | 0 | 1306300 | ||
| KINGLARRY R | ||||||||
| PRESIDENT & CEO | 40.00 | X | X | 701355 | 0 | 436122 | ||
| SCHREIER MARK L | ||||||||
| EXEC VP, FINANCE & TREASURER | 40.00 | X | X | 690703 | 0 | 300209 | ||
| HERNANDEZPAMELA A | ||||||||
| EXEC VP, OPERATIONS & SECRETARY | 40.00 | X | X | 603472 | 0 | 608913 | ||
| DODDWESLEY | ||||||||
| BOARD OF DIRECTOR | 1.00 | X | 68715 | 0 | 4018 | |||
| BOSLERJAMES W III | ||||||||
| BOARD OF DIRECTOR | 1.00 | X | 88518 | 0 | 9856 | |||
| DEESPATRICK | ||||||||
| EXEC VP, FRATERNAL | 40.00 | X | X | 402598 | 0 | 147758 | ||
| GALLIONTHOMAS T III | ||||||||
| CHAIRMAN OF THE BOARD | 1.00 | X | 174950 | 0 | 64473 | |||
| MOOREROGER | ||||||||
| BOARD OF DIRECTOR | 1.00 | X | 82500 | 0 | 18680 | |||
| MELLORSTEPHEN W | ||||||||
| BOARD OF DIRECTOR | 1.00 | X | 66084 | 0 | 0 | |||
| RICEDANIEL W | ||||||||
| BOARD OF DIRECTOR | 1.00 | X | 91549 | 0 | 19656 | |||
| SHAVERJAMES | ||||||||
| BOARD OF DIRECTOR | 1.00 | X | 87438 | 0 | 9274 | |||
| DOISEDARYL J | ||||||||
| BOARD OF DIRECTOR | 1.00 | X | 54743 | 0 | 0 | |||
| TAYLOR-MCCOYLUCIA G | ||||||||
| BOARD OF DIRECTOR | 1.00 | X | 89274 | 0 | 26741 | |||
| BRIDGESJAMES W JR | ||||||||
| BOARD OF DIRECTOR | 1.00 | X | 78953 | 0 | 0 | |||
| SHEALY MICHAEL | ||||||||
| BOARD OF DIRECTOR | 1.00 | X | 68132 | 0 | 5726 | |||
| DEVINEANNETTE M | ||||||||
| VP, ACCOUNTING SERVICES | 40.00 | X | 198159 | 0 | 74265 | |||
| SMOLINSKIRAYMOND | ||||||||
| VP, BUSINESS TECHNOLOGY | 40.00 | X | 157171 | 0 | 28970 | |||
| GOCHENOURKARLA | ||||||||
| VP, HUMAN RESOURCES | 40.00 | X | 219906 | 0 | 73616 | |||
| JONESSTEVEN B | ||||||||
| VP, MARKETING & FRATERNAL | 40.00 | X | 257460 | 0 | 112722 | |||
| MAHERROBERT T | ||||||||
| VP, INVESTMENT | 40.00 | X | 297189 | 0 | 113621 | |||
| MCKERNSTEVEN | ||||||||
| VP, ADMINISTRATIVE SERVICES | 40.00 | X | 153439 | 0 | 46478 | |||
| ROTSCHAFERRANDALL P | ||||||||
| VP, ACTUARY | 40.00 | X | 293332 | 0 | 99769 | |||
| HORROCKSRANDALL | ||||||||
| VP, SALES | 40.00 | X | 271311 | 0 | 70722 | |||
| MCCAULEY DENISE | ||||||||
| SENIOR VP, OPERATIONS | 40.00 | X | 348850 | 0 | 31192 | |||
| MACIEJEWSKICOLLEEN M | ||||||||
| VP, STRATEGIC PROJECTS | 40.00 | X | 180367 | 0 | 62399 | |||
| ANDERSONELVIS | ||||||||
| SENIOR VP, NATIONAL FIELD MGR | 40.00 | X | 309906 | 0 | 205402 | |||
| ELLISMATTHEW | ||||||||
| VP, GENERAL COUNSEL | 40.00 | X | 293080 | 0 | 23313 | |||
| BROWNCHARLES | ||||||||
| FIELD REPRESENTATIVE | 40.00 | 525110 | 0 | 100204 | X | |||
| DOISEDESI | ||||||||
| STATE MANAGER | 40.00 | 432748 | 0 | 63339 | X | |||
| WALTERS JOSEPH W | ||||||||
| STATE MANAGER | 40.00 | 706984 | 0 | 223212 | X | |||
| YATESJACK | ||||||||
| AREA MANAGER | 40.00 | 410922 | 0 | 92680 | X | |||
| MCGUFFEEPENNY | ||||||||
| FIELD REPRESENTATIVE | 40.00 | 429299 | 0 | 33132 | X | |||
| THEISENMARK D | ||||||||
| FORMER EXEC VP | 0.00 | 613732 | 0 | 11387 | X | |||
| OWENWILLIAM C | ||||||||
| FORMER BOARD OF DIRECTOR | 0.00 | 5600 | 0 | 29529 | X | |||
| DAYJAMES R | ||||||||
| FORMER VP, CUSTOMER RELATIONS | 0.00 | 226993 | 0 | 271898 | X | |||
| HAACKSTEVEN O | ||||||||
| FORMER VP, MARKETING & PUBLIC RELATIONS | 0.00 | 360732 | 0 | 680429 | X | |||
| HROMADKAJOSEPH J JR | ||||||||
| FORMER VP, ADMINISTRATIVE SERVICES | 0.00 | 155423 | 0 | 127101 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 11271657 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5533106 | TotalOtherCompensation |
| Number Individuals GT100 K | 266 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LAMSON DUGAN & MURRAY LLP | |||||
| 10306 REGENCY PARKWAY DRIVE | OMAHA | NE | 68114 | LEGAL SERVICES | 1927009 |
| DELOITTE CONSULTING LLP | |||||
| PO BOX 7247-6447 | PHILADELPHIA | PA | 19170 | ACCOUNTING SERVICES | 1863898 |
| SIRIUS COMPUTER SOLUTIONS | |||||
| PO BOX 202289 | DALLAS | TX | 75320 | SOFTWARE MAINTENANCE | 1303147 |
| STONE RIVER INC | |||||
| 24971 NETWORK PLACE | CHICAGO | IL | 60673 | INSURANCE SOFTWARE MAINTENANCE | 703729 |
| BAIRD HOLM LLP | |||||
| 1700 FARNAM ST STE 1500 | OMAHA | NE | 68102 | LEGAL SERVICES | 411036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 33 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Premiums and Annuity C | 524113 | 1263711538 | 1263711538 | |
| Gross Investment Incom | 523000 | 43903539 | 41205921 | 2697618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1307615077 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1307615077 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1304917459 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2697618 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345819 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1029796470 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10496902 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39366530 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17752138 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18815670 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6708575 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3510742 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 366762 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2981293 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4466618 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600238 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1219760 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14898428 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 705859 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| Commissions | 56736289 |
| Field Expenses | 15948871 |
| Inv. Real Estate Expens | 7989407 |
| Taxes, Licenses and Fee | 3444637 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13742290 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1249893298 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100591075 | BOY |
| EOY | 53765343 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88582443 | BOY |
| EOY | 123794706 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133027 | BOY |
| EOY | 136658 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 196563654 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 109399950 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90553113 | BOY |
| EOY | 87163704 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7200772041 | BOY |
| EOY | 7233713749 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1560326990 | BOY |
| EOY | 1671999737 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299738141 | BOY |
| EOY | 346949698 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9340696830 | BOY |
| EOY | 9517523595 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8536186968 | BOY |
| EOY | 8655291954 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8536186968 | BOY |
| EOY | 8655291954 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804509862 | BOY |
| EOY | 862231641 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804509862 | BOY |
| EOY | 862231641 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9340696830 | BOY |
| EOY | 9517523595 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 57721779 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 196563654 | OtherCostOrOtherBasis |
| Depreciation | 109399950 | Depreciation |
| Book Value | 87163704 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 87163704 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Mortgage Loans | 1463629006 | C |
| Certificate Loans | 168277466 | C |
| Other Invested Assets | 40093265 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1671999737 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (15 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Aggregate reserves for Life certs & contracts | $6,989,186,212 |
| Aggregate reserves for A&H contracts | $32,504,984 |
| Liability for deposit-type contracts | $721,212,230 |
| Life claims | $37,603,927 |
| A&H claims | $869,289 |
| Provision for refunds payable | $76,945,000 |
| Advance premiums | $1,613,192 |
| Asset valuation reserve (AVR) | $152,862,945 |
| Interest maintenance reserve (IMR) | $25,199,486 |
| Other liabilities | $143,171,323 |
| Post-retirement benefit liability | $40,610,572 |
| From separate account - Pension Plan | $200,774,290 |
| From separate account - Variable Annuity | $61,733,462 |
| Uncollected Premiums & agent's balances | $76,650 |
| Payable for securities lending | $170,928,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8655291954 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 1307615077 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1307615077 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1307615077 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1249893298 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1249893298 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1249893298 | TotalExpensesPerForm990 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NONE | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF THE MIDLANDS | |||||||
| 1805 HARNEY STREET | OMAHA | NE | 68102 | 470376605 | 170 | 51468 | CONTRIBUTION TO PUBLIC CHARITY |
| OMAHA SYMPHONY ASSOCIATION | |||||||
| 1605 HOWARD STREET | OMAHA | NE | 68102 | 476039304 | 170 | 30000 | CONTRIBUTION TO PUBLIC CHARITY |
| FOOD BANK FOR THE HEARTLAND | |||||||
| 10525 J STREET | OMAHA | NE | 68127 | 470637701 | 170 | 20925 | CONTRIBUTION TO PUBLIC CHARITY |
| JOSLYN ART MUSEUM | |||||||
| 2200 DODGE STREET | OMAHA | NE | 68102 | 470384577 | 170 | 20000 | CONTRIBUTION TO PUBLIC CHARITY |
| GREATER OMAHA CHAMBER OF COMMERCE | |||||||
| 1301 HARNEY ST | OMAHA | NE | 68102 | 470258610 | 170 | 16250 | CONTRIBUTION TO PUBLIC CHARITY |
| OPEN DOOR MISSION | |||||||
| 2828 NORTH 23RD ST EAST | OMAHA | NE | 68110 | 470411375 | 170 | 11500 | CONTRIBUTION TO PUBLIC CHARITY |
| BOYS AND GIRLS CLUB OF THE MIDLANDS | |||||||
| 2610 HAMILTON ST | OMAHA | NE | 68131 | 470467350 | 170 | 11500 | CONTRIBUTION TO PUBLIC CHARITY |
| MICAH HOUSE | |||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | 421292393 | 170 | 10105 | CONTRIBUTION TO PUBLIC CHARITY |
| LUTHERN FAMILY SERVICES | |||||||
| 120 SOUTH 24TH STREET 100 | OMAHA | NE | 68131 | 237267972 | 170 | 10050 | CONTRIBUTION TO PUBLIC CHARITY |
| GOODWILL INDUSTRIESINC | |||||||
| 4805 NORTH 72ND STREET | OMAHA | NE | 68134 | 470378996 | 170 | 10000 | CONTRIBUTION TO PUBLIC CHARITYCONTRIBUTION TO PUBLIC CHARITY |
| Urban League | |||||||
| 3040 Lake St | Omaha | NE | 68111 | 470384575 | 170 | 8750 | CONTRIBUTION TO PUBLIC CHARITY |
| Omaha Community Playhouse | |||||||
| 6915 cass Street | OMAHA | NE | 68102 | 470399856 | 170 | 8309 | CONTRIBUTION TO PUBLIC CHARITY |
| Goodfellows | |||||||
| 1314 Douglas St Suite 125 | OMAHA | NE | 68102 | 470469050 | 170 | 7500 | CONTRIBUTION TO PUBLIC CHARITY |
| Boy Scouts of America | |||||||
| 12401 W Maple St | OMAHA | NE | 68164 | 470376545 | 170 | 6135 | CONTRIBUTION TO PUBLIC CHARITY |
| Mohms Place | |||||||
| 1435 N 15TH St | CoUNCIL BLUFFS | IA | 51501 | 421407712 | 170 | 6000 | CONTRIBUTION TO PUBLIC CHARITY |
| Iowa Western | |||||||
| 2700 College Road | coUNCIL BLUFFS | IA | 51503 | 420925013 | 170 | 6000 | CONTRIBUTION TO PUBLIC CHARITY |
| Salvation Army | |||||||
| 3612 cuming st | omAHA | NE | 68131 | 362167910 | 170 | 5850 | CONTRIBUTION TO PUBLIC CHARITY |
| Greater Omaha Business Alliance | |||||||
| 2500 california street | oMAHA | NE | 68178 | 470376583 | 170 | 5400 | CONTRIBUTION TO PUBLIC CHARITY |
| SienaFrancis House | |||||||
| PO box 217 | oMAHA | NE | 68101 | 470601005 | 170 | 5100 | CONTRIBUTION TO PUBLIC CHARITY |
| American Heart Association | |||||||
| 10100 J ST STE a | oMAHA | NE | 68127 | 135613797 | 170 | 5075 | CONTRIBUTION TO PUBLIC CHARITY |
| Durham Museum | |||||||
| 801 s 10th st | omAHA | NE | 68108 | 470556061 | 170 | 5000 | CONTRIBUTION TO PUBLIC CHARITY |
| Girls Incorporated | |||||||
| 2811 N 45th St | oMAHA | NE | 68104 | 470562184 | 170 | 5000 | CONTRIBUTION TO PUBLIC CHARITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 22 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 22 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE I, Q 2 | Identifier |
| Return Reference | DONATIONS TO CHARITIES | ReturnReference |
| Explanation | Woodmen of the World appoints a Corporate Social Responsibility Committee annually. This committee is responsible to coordinate efforts to receive, consider, approve, deny and disburse contributions requested. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (38 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CUMMINSDANNY E | ||||||||||||||
| DIRECTOR, FORMER PRESIDENT & CEO | 690464 | 0 | 264705 | 0 | 119791 | 0 | 1281812 | 0 | 24488 | 0 | 2381260 | 0 | 0 | 0 |
| KINGLARRY R | ||||||||||||||
| PRESIDENT & CEO | 501602 | 0 | 135641 | 0 | 64112 | 0 | 408440 | 0 | 27682 | 0 | 1137477 | 0 | 0 | 0 |
| SCHREIER MARK L | ||||||||||||||
| EXEC VP, FINANCE & TREASURER | 387360 | 0 | 130724 | 0 | 172619 | 0 | 271771 | 0 | 28438 | 0 | 990912 | 0 | 0 | 0 |
| HERNANDEZPAMELA A | ||||||||||||||
| EXEC VP, OPERATIONS & SECRETARY | 413229 | 0 | 136871 | 0 | 53372 | 0 | 574315 | 0 | 34598 | 0 | 1212385 | 0 | 0 | 0 |
| DODDWESLEY | ||||||||||||||
| BOARD OF DIRECTOR | 66600 | 0 | 0 | 0 | 2115 | 0 | 4018 | 0 | 0 | 0 | 72733 | 0 | 0 | 0 |
| BOSLERJAMES W III | ||||||||||||||
| BOARD OF DIRECTOR | 85250 | 0 | 0 | 0 | 3268 | 0 | 9856 | 0 | 0 | 0 | 98374 | 0 | 0 | 0 |
| DEESPATRICK | ||||||||||||||
| EXEC VP, FRATERNAL | 313618 | 0 | 72154 | 0 | 16826 | 0 | 132036 | 0 | 15722 | 0 | 550356 | 0 | 0 | 0 |
| GALLIONTHOMAS T III | ||||||||||||||
| CHAIRMAN OF THE BOARD | 170000 | 0 | 0 | 0 | 4950 | 0 | 55780 | 0 | 8693 | 0 | 239423 | 0 | 0 | 0 |
| MOOREROGER | ||||||||||||||
| BOARD OF DIRECTOR | 81500 | 0 | 0 | 0 | 1000 | 0 | 18680 | 0 | 0 | 0 | 101180 | 0 | 0 | 0 |
| MELLORSTEPHEN W | ||||||||||||||
| BOARD OF DIRECTOR | 64750 | 0 | 0 | 0 | 1334 | 0 | 0 | 0 | 0 | 0 | 66084 | 0 | 0 | 0 |
| RICEDANIEL W | ||||||||||||||
| BOARD OF DIRECTOR | 87500 | 0 | 0 | 0 | 4049 | 0 | 19485 | 0 | 171 | 0 | 111205 | 0 | 0 | 0 |
| SHAVERJAMES | ||||||||||||||
| BOARD OF DIRECTOR | 85250 | 0 | 0 | 0 | 2188 | 0 | 9274 | 0 | 0 | 0 | 96712 | 0 | 0 | 0 |
| DOISEDARYL J | ||||||||||||||
| BOARD OF DIRECTOR | 51458 | 0 | 0 | 0 | 3285 | 0 | 0 | 0 | 0 | 0 | 54743 | 0 | 0 | 0 |
| TAYLOR-MCCOYLUCIA G | ||||||||||||||
| BOARD OF DIRECTOR | 87000 | 0 | 0 | 0 | 2274 | 0 | 26741 | 0 | 0 | 0 | 116015 | 0 | 0 | 0 |
| BRIDGESJAMES W JR | ||||||||||||||
| BOARD OF DIRECTOR | 59087 | 0 | 0 | 0 | 19866 | 0 | 0 | 0 | 0 | 0 | 78953 | 0 | 0 | 0 |
| SHEALY MICHAEL | ||||||||||||||
| BOARD OF DIRECTOR | 64517 | 0 | 0 | 0 | 3615 | 0 | 5726 | 0 | 0 | 0 | 73858 | 0 | 0 | 0 |
| DEVINEANNETTE M | ||||||||||||||
| VP, ACCOUNTING SERVICES | 135996 | 0 | 39078 | 0 | 23085 | 0 | 45875 | 0 | 28390 | 0 | 272424 | 0 | 0 | 0 |
| SMOLINSKIRAYMOND | ||||||||||||||
| VP, BUSINESS TECHNOLOGY | 139602 | 0 | 78 | 0 | 17491 | 0 | 4700 | 0 | 24270 | 0 | 186141 | 0 | 0 | 0 |
| GOCHENOURKARLA | ||||||||||||||
| VP, HUMAN RESOURCES | 163563 | 0 | 43078 | 0 | 13265 | 0 | 47062 | 0 | 26554 | 0 | 293522 | 0 | 0 | 0 |
| JONESSTEVEN B | ||||||||||||||
| VP, MARKETING & FRATERNAL | 183027 | 0 | 46143 | 0 | 28290 | 0 | 83029 | 0 | 29693 | 0 | 370182 | 0 | 0 | 0 |
| MAHERROBERT T | ||||||||||||||
| VP, INVESTMENT | 233379 | 0 | 35132 | 0 | 28678 | 0 | 87390 | 0 | 26231 | 0 | 410810 | 0 | 0 | 0 |
| MCKERNSTEVEN | ||||||||||||||
| VP, ADMINISTRATIVE SERVICES | 124213 | 0 | 22078 | 0 | 7148 | 0 | 29814 | 0 | 16664 | 0 | 199917 | 0 | 0 | 0 |
| ROTSCHAFERRANDALL P | ||||||||||||||
| VP, ACTUARY | 234556 | 0 | 52078 | 0 | 6698 | 0 | 73699 | 0 | 26070 | 0 | 393101 | 0 | 0 | 0 |
| HORROCKSRANDALL | ||||||||||||||
| VP, SALES | 192536 | 0 | 74708 | 0 | 4067 | 0 | 50082 | 0 | 20640 | 0 | 342033 | 0 | 0 | 0 |
| MCCAULEY DENISE | ||||||||||||||
| SENIOR VP, OPERATIONS | 246268 | 0 | 80078 | 0 | 22504 | 0 | 8125 | 0 | 23067 | 0 | 380042 | 0 | 0 | 0 |
| MACIEJEWSKICOLLEEN M | ||||||||||||||
| VP, STRATEGIC PROJECTS | 154097 | 0 | 25601 | 0 | 669 | 0 | 38302 | 0 | 24097 | 0 | 242766 | 0 | 0 | 0 |
| ANDERSONELVIS | ||||||||||||||
| SENIOR VP, NATIONAL FIELD MGR | 213651 | 0 | 66432 | 0 | 29823 | 0 | 177209 | 0 | 28193 | 0 | 515308 | 0 | 0 | 0 |
| ELLISMATTHEW | ||||||||||||||
| VP, GENERAL COUNSEL | 219521 | 0 | 56078 | 0 | 17481 | 0 | 11250 | 0 | 12063 | 0 | 316393 | 0 | 0 | 0 |
| BROWNCHARLES | ||||||||||||||
| FIELD REPRESENTATIVE | 267082 | 0 | 257266 | 0 | 762 | 0 | 82044 | 0 | 18160 | 0 | 625314 | 0 | 0 | 0 |
| DOISEDESI | ||||||||||||||
| STATE MANAGER | 290903 | 0 | 113694 | 0 | 28151 | 0 | 40033 | 0 | 23306 | 0 | 496087 | 0 | 0 | 0 |
| WALTERS JOSEPH W | ||||||||||||||
| STATE MANAGER | 479143 | 0 | 199849 | 0 | 27992 | 0 | 205912 | 0 | 17300 | 0 | 930196 | 0 | 0 | 0 |
| YATESJACK | ||||||||||||||
| AREA MANAGER | 271758 | 0 | 136159 | 0 | 3005 | 0 | 78450 | 0 | 14230 | 0 | 503602 | 0 | 0 | 0 |
| MCGUFFEEPENNY | ||||||||||||||
| FIELD REPRESENTATIVE | 242588 | 0 | 185975 | 0 | 736 | 0 | 13904 | 0 | 19228 | 0 | 462431 | 0 | 0 | 0 |
| THEISENMARK D | ||||||||||||||
| FORMER EXEC VP | 0 | 0 | 142075 | 0 | 471657 | 0 | 0 | 0 | 11387 | 0 | 625119 | 0 | 0 | 0 |
| OWENWILLIAM C | ||||||||||||||
| FORMER BOARD OF DIRECTOR | 5396 | 0 | 0 | 0 | 204 | 0 | 28986 | 0 | 543 | 0 | 35129 | 0 | 0 | 0 |
| DAYJAMES R | ||||||||||||||
| FORMER VP, CUSTOMER RELATIONS | 100690 | 0 | 20000 | 0 | 106303 | 0 | 260166 | 0 | 11732 | 0 | 498891 | 0 | 0 | 0 |
| HAACKSTEVEN O | ||||||||||||||
| FORMER VP, MARKETING & PUBLIC RELATI | 281763 | 0 | 50831 | 0 | 28138 | 0 | 658259 | 0 | 22170 | 0 | 1041161 | 0 | 0 | 0 |
| HROMADKAJOSEPH J JR | ||||||||||||||
| FORMER VP, ADMINISTRATIVE SERVICES | 107672 | 0 | 39000 | 0 | 8751 | 0 | 109094 | 0 | 18007 | 0 | 282524 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Spouse travel that meets specific guidelines is reimbursed and included in taxable income. A limited gross up is provided for those payments. Discretionary spending accounts are extended to executive officers. |
| Part I, Lines 4a-b | a) Severance Payments Mark Theisen $471,657. b) The Woodmen of the World Non-Qualified Supplemental Plan ("Plan") was established on May 19, 1986 for the purpose of providing a nonqualified retirement benefit to eligible employees and field representatives. This plan complies with the requirements of section 409A of the Internal Revenue Code and Regulations promulgated thereunder. The referenced benefit under this plan is calculated based on the normal or early retirement benefit that would have been payable to an eligible employee or field representative on the day that employee or field representative completed a year of service as an active participant of Woodmen of the World's qualified plan and continued to be an active participant of the qualified plan until the eligible employee's or field representative's benefit payout under the plan per the plan requirements and conditions. In 2012, Woodmen made benefit payments to Joseph Walters in the amount of $521,342, William Owen in the amount of $607,441, Steven Haack in the amount of $264,516, and Joseph Hromadka in the amount of $104,446 per the plan requirements and conditions of the plan. These payments were not included in Part II Schedule J as the reporting requirements under this schedule were not in place for all prior years years that the eligible employee or field representative accrued deferred compensation under this plan. Since there were no such reporting requirements under the Form 990 for prior years, including such payment in Part II Schedule J would create a misleading report since it would not accurately disclose that most of the deferred compensation had actually accrued in prior years. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REPORTING FOREIGN INVESTMENTS | PART IV, LINE 14b; SCHEDULE F, PART IV, QUESTIONS 4 & 5 | FORMS 8621 AND 8865 WILL BE FILED, IF APPLICABLE, WITH FORM 990-T TO REPORT THE FOREIGN INVESTMENTS. |
| Explanation for Not Filing Form 990-T | Form 990, Part V, line 3b | 990-T IS ON EXTENSION AND WILL BE FILED ON OR BEFORE THE NOVEMBER 15, 2013 DUE DATE. |
| Form 990, Part VI, Section A, line 6 | Woodmen of the World Life Insurance Society is comprised of its members. | |
| Form 990, Part VI, Section A, line 7a | The members elect the officers and directors every 4 years. | |
| Form 990, Part VI, Section B, line 11 | The return is prepared and reviewed by professional staff. It is reviewed in final form by a designated officer who then signs off on the return. The return is filed electronically. Prior to filing of the return, the Board of Directors is provided the return for review on line through use of a secure web site. | |
| Form 990, Part VI, Section B, line 12c | A conflict-of-interest questionaire is provided and collected annually by the Legal Dept. Repsonses are maintained by the Legal Dept. | |
| Form 990, Part VI, Section B, line 15 | Compensation is determined by a compensation committee using information from compensation surveys and studies, and independent compensation consultants. The Compensation Committee of the Bd of Directors reviews and approves the compensation schedules and individual compensation amounts. | |
| Form 990, Part VI, Section C, line 19 | The organization's constituition and bylaws are available at www.woodmen.org. Financial statements and our conflict of interest policy are available upon request. | |
| Statutory method | Form 990, Part XII, Line 1 | The statutory method of accounting used by insurance companies is the method used by Woodmen of the World. |
| Audit Committee | Part XII, Line 2c | The Audit Committee of the Board of Directors is responsible for oversight of the audit and review of the audited financial statements. |
| SUBSIDIARY LIQUIDATION | SCHEDULE R, PART IV, LINE (2)(5) COL (D) | DISTRIBUTION FROM LIQUIDATION OF OMAHA WOODMEN BLOCKER, INC. INCLUDED A TAX DIVIDEND OF $2,912,429 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Woodmen Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Farnam St | AddressLine1 |
| City | Omaha | City |
| State | NE | State |
| ZIP Code | 68102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204743934 | EIN |
| Primary Activities | Operate community centers; provide disaster relief | PrimaryActivities |
| Legal Domicile State | NE | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Public Charity | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | None | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| WFS Holdings Inc | ||||||||||
| 1700 Farnam St | Omaha | NE | 68102 | 223828160 | Holding company for corporations involved in securities and in insurance | NE | Woodmen of the World Life Insurance Society | C | 1.00000 | 0 |
| Omaha Woodmen Blocker Inc | ||||||||||
| 1700 Farnam St | Omaha | NE | 68102 | 264609780 | Holding company for investment in pass-through entities | NV | Woodmen of the World Life Insurance Society | C | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WFS Holdings Inc | ||
| B | 520000 | Cash |
| Woodmen Foundation | ||
| D | 7855015 | Cash |
| Woodmen Financial Services Inc | ||
| B | 500000 | Cash |
| Woodmen Insurance Agency Inc | ||
| J | 28250 | Cash |
| Omaha Woodmen Blocker Inc (SEE STMT 1) | ||
| A | 14354633 | Cash |
| Woodmen Financial Services Inc | ||
| J | 57459 | Cash |
| Woodmen Financial Services Inc | ||
| O | 864256 | Cash |
| Woodmen Insurance Agency Inc | ||
| O | 551260 | cash |