Public Charity

NATIONAL MUTUAL BENEFIT

NATIONAL MUTUAL BENEFIT, of Madison, WI, is a Public Charity tracked in Imperigo's IRS 990 database. The 2020 filing shows $36.7M in revenue, $38.4M in expenses.

EIN: 390494090 Madison, WI Latest filing: 2020
Total Revenue$36.7M
Total Expenses$38.4M
Grant Records0
Filing Years2017–2020

Mission

Fraternal Benefit Society - As a fraternal benefit insurance society, our mission is to provide meaningful fraternal programs and benefits for our members as well as high quality insurance products and services. We strengthen our members fraternally through charitable, educational and volunteer programs that encourage family values, help improve communities, support patriotism for our country and help others in need.

Where $100 goes at National Mutual Benefit

How National Mutual Benefit divides every $100 it spends, from its own Form 990 filings, averaged across 4 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$98
INSURANCE ACTIVITIES
98% of program spending
$2
FRATERNAL ACTVITIES AND PROGRAMS
2% of program spending · Reported in the filing: 30 scholarships
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Source: Form 990 filings with the IRS, latest fiscal year 2020. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

SVP-Member Experience Angel L Thomas
Vice President - Fraternal Anne D Rogers
Sales Director Brian M Passehl
President/CEO Daniel L Shinnick
VP-Human Resources Ellie H Roekle
GM-Independent Agencies Eric D Garland

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2020 $36.7M $38.4M —
2019 $36.2M $35.7M $345.0M
2018 $37.8M $36.0M $342.3M
2017 $37.4M $39.2M $343.6M

Between 2017 and 2020, reported annual revenue held roughly steady at around $36.7M.

Interactive year-over-year charts and full filing details available with membership.

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