Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
BCheck if applicable:
CName of organization
WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1700 FARNAM ST No 2200
 
Room/suite
City or town, state or country, and ZIP + 4
OMAHA, NE681022022
D Employer identification number

47-0339250
E Telephone number

G Gross receipts $ 1,080,161,136
F Name and address of principal officer:
Jordan Mawson
1700 Farnam Street
Omaha,NE68102
I
Tax-exempt status: ( 8 ) LeftBullet (insert no.) or
J
Website:MediumBullet
woodmen.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0510
K Form of organization:
Fraternal Benefit Society
L Year of formation: 1890
M State of legal domicile: NE
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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 providing members with valued financial solutions; engaging members in community service activities; and enriching the lives of members through social, educational and patriotic programs. Woodmen seeks as members individuals of exemplary habits and good moral character who desire to join together for mutual benefit and protection. Members share common values and work to achieve these shared fraternal ideals of family, community and country.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 11
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 3,017
6 Total number of volunteers (estimate if necessary) .... 6 57,742
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 635,020
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -378,000
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 1,252,619,767 1,079,163,265
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 0 0
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,925,862 997,871
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,254,545,629 1,080,161,136
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 343,000
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 981,802,436 977,209,124
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 81,995,938 81,918,881
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 114,551,605 115,683,427
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,178,349,979 1,175,154,432
19 Revenue less expenses. Subtract line 18 from line 12....... 76,195,650 -94,993,296
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 8,570,567,800 9,340,696,830
21 Total liabilities (Part X, line 26)............. 7,671,064,641 8,536,186,966
22 Net assets or fund balances. Subtract line 21 from line 20..... 899,503,159 804,509,864
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
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Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: Benefit our members through every stage of life.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Exempt Purpose/Achievements: Woodmen is owned and governed by its more then 708,525 members, who belong to 1,144 local adult and youth lodges across the nation. Delegates are elected to represent their fellow lodge 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.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Woodmen's commitment to its members is exemplified by a wide range of membership benefits, which are not part of the life insurance contract, but provided at no additional cost 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 Lodge Activities: Local Woodmen adult and youth lodges sponsor activities for members of all ages. These include regular business meetings, social events, group outings, cookouts, holiday parties and other activities that strengthen the bonds of friendship and fraternity. Youth and Senior Programs: Woodmen's Youth and Senior Camp programs offer members the opportunity to enjoy a variety of activities and make new friends. Since its creation in 1947, the Youth Camping Program has steadily grown. In 2011, 5,027 youth members ages 8 through 15 attended one of 40 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 skills, and help build today's youth into tomorrow's leaders. Woodmen senior camps, which began in 1974, are 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. In addition, many of the camps offer educational seminars with emphasis on the needs and interests of seniors. Financial Assistance for Catastrophic Illnesses: Woodmen provides a $1,000 benefit to eligible members diagnosed with tuberculosis, lung cancer, luekemia, malignant lymphoma, Hodgkin's disease, multiple myeloma or brain tumor. In 2011, $387,000 was paid for catastrophic illness benefits. Disaster Relief Benefit: 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 2011, $117,026 was provided in benefit payments to members. Assistance to Orphaned Children: 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 2011, the Orphan's Care Program paid out $32,375 in benefits. Newborn Benefit: 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 2011, newborn benefits paid were $10,000. Woodmen Prescription Drug Card: This 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 $11,156,890. This value-added fraternal benefit saved members over $330,375 in 2011 The number of prescriptions and total savings was down in 2011. Homeland Heroes Social Community Membership was changed to First Responders Fraternal Benefit: A 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.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Volunteer Service: In 2011, Woodmen members volunteered more than 629,266 hours in community service activities and 363,896 hours of service to the following fraternal projects and activities. Patriotic Program: Woodmen's Patriotic Program was introduced 65 years ago, in 1947, and is one of the Society's strongest fraternal activities. Through the program, local lodges 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 2011, 145,658 U.S. flags, 40,098 American Patriot's Handbooks and 3,385 American History Awards were presented. Since the program began, Woodmen members have presented 2,222,944 flags, 1,844,827 American Patriot's Handbooks and 264,685 American History Awards. Woodmen/American Red Cross Partnership: The disater relief partnership between Woodmen and the American Red Cross began in September 1998 as a way for the Society to further its fraternal commitment. The Society has created teams of Red Cross-trained Woodmen volunteers to provide disaster relief to people and communities throughout the nation. In 2011, $51,500 was provided to disaster relief organizations. Disaster relief teams provide a caring force of disaster relief volunteers along with vehicles, equipment and supplies to assist Red Cross relief efforts. In addition, Woodmen makes lodge halls and summer camps available for use as Red Cross shelters or training centers. Woodmen lodges also provide monetary support to local Red Cross chapters to assist in disaster relief efforts. Join Hands Day: In May 2011, members from 351 Woodmen lodges took part in this national day of service. Volunteers worked side-by-side to beautify city parks, stock food pantries, assist senior citizens and conduct other community service projects. Join Hands Day, which is sponsored by America's fraternal benefit societies in partnership with The Points of Light Foundation is designed to create partnerships between young people and adults to plan and implement projects that benefit their communities. Nationwide, thousands of adult and youth members joined with volunteers from other service organizations to plan and implement community-improvement projects. In Honor and Remembrance: The fraternal spirit of our members was never more evident than on September 11, 2007, the 6 year anniversary of 9/11, when Woodmen of the World organized a Tribute in Light display, whereby an illumination of lights representing the World Trade Center twin towers was shown beside two 50- by 100-foot flags hung from the Woodmen Tower. In 2011, 475 lodges also participated in "In Honor and Remembrance" ceremonies across the nation. These patriotic ceremonies were moving tributes to the victims and heroes of the 9/11 terrorist attacks and included the installation and dedication of flagpoles, U.S. flags and commemorative plaques. Flags Across America: Each year on Flag Day, June 14, Woodmen lodges hold flag-rasing ceremonies in support of Flags Across America, a national program that celebrates patriotism as a unifying value. Lodges take part in a synchronized raising of hundreds of U.S. flags in communities across the country. Make a Difference Day: In October of 2011 Woodmen members across the country participated in the 20th annual Make A Difference Day which was created in 1992 by USA WEEKEND magazine, in partnership with Points of Light Foundation as a day to help others. Past activities included a wide range of service projects, such as cleaning neighborhoods, feeding the homeless, renovating homes and schools, and visiting the elderly. Hundreds of people across America have benefited from Make A Difference Day projects that were conducted by Woodmen members.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
Substantial contributions were made to other charitable organizations: United Way - $52,074; Food Bank for the Heartland - $26,015; Greater Omaha Chamber of Commerce - $19,110; Open Door Mission - $17,175; Omaha Symphony Assn - $15,000; Methodist Hospital Foundation, Women's Hospital - $12,500; Luthern Family Services - $10,000; Joslyn Art Museum - $10,000; and a total of $181,126 to 67 other organizations.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$  
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? ........
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
 
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
243,920
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
3,017
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
No
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
15
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
NE , CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
WOODMEN OF THE WORLD co Jordan Maw
1700 FARNAM ST STE 2200
OMAHA,NE681022022
(402) 342-1890
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) CUMMINSDANNY E
PRESIDENT & CEO
 40.00 X   X       1,151,902 0 15,183
(2) KINGLARRY R
EXECUTIVE VICE PRESIDENT
 40.00 X   X       674,189 0 17,798
(3) SHREIER MARK L
EXEC VP & TREASURER
 40.00 X   X       641,522 0 17,011
(4) HERNANDEZPAMELA A
EXEC VP & SECRETARY
 40.00 X   X       669,761 0 17,654
(5) DODDWESLEY
BOARD OF DIRECTORS
 1.00 X           58,292 0 0
(6) BOSLERJAMES W III
BOARD OF DIRECTORS
 1.00 X           86,684 0 0
(7) GALLIONTHOMAS T III
CHAIRMAN OF THE BOARD
 1.00 X           163,973 0 3,481
(8) MELLORSTEPHEN W
BOARD OF DIRECTORS
 1.00 X           67,573 0 0
(9) OWENWILLIAM C
BOARD OF DIRECTORS
 1.00 X           92,965 0 3,738
(10) RICEDANIEL W
BOARD OF DIRECTORS
 1.00 X           92,238 0 171
(11) SHAVERJAMES
BOARD OF DIRECTORS
 1.00 X           85,927 0 0
(12) MOORE ROGER
BOARD OF DIRECTORS
 1.00 X           69,175 0 0
(13) TAYLOR-MCCOYLUCIA G
BOARD OF DIRECTORS
 1.00 X           91,447 0 0
(14) BRIDGESJAMES W JR
BOARD OF DIRECTORS
 1.00 X           56,005 0 0
(15) SHEALY MICHAEL
BOARD OF DIRECTORS
 1.00 X           63,914 0 0
(16) DEVINEANNETTE M
VICE PRESIDENT
 40.00     X       200,372 0 14,957
(17) DAYJAMES R
VICE PRESIDENT
 40.00     X       199,965 0 16,116
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) GOCHENOURKARLA
VICE PRESIDENT
 40.00     X       235,192 0 18,495
(19) HAACKSTEVEN O
VICE PRESIDENT
 40.00     X       289,446 0 17,097
(20) HROMADKAJOSEPH J JR
VICE PRESIDENT
 40.00     X       265,068 0 15,488
(21) JONESSTEVEN B
VICE PRESIDENT
 40.00     X       242,264 0 17,666
(22) MAHERROBERT T
VICE PRESIDENT
 40.00     X       366,905 0 15,943
(23) ROTSCHAFERRANDALL P
VICE PRESIDENT
 40.00     X       279,441 0 15,906
(24) HORROCKSRANDALL
VICE PRESIDENT
 40.00     X       272,111 0 10,152
(25) DEESPATRICK
SR VICE PRESIDENT
 40.00     X       356,540 0 15,097
(26) MCCAULEY DENISE
SR VICE PRESIDENT
 40.00     X       332,843 0 20,233
(27) BEESON CURTIS
VICE PRESIDENT
 40.00     X       245,107 0 23,147
(28) MACIEJEWSKICOLLEEN M
VICE PRESIDENT
 40.00     X       179,665 0 17,161
(29) ANDERSONELVIS
VICE PRESIDENT
 40.00     X       304,036 0 16,446
(30) ELLISMATTHEW
VP & GENERAL COUNSEL
 40.00     X       237,759 0 15,938
(31) BROWNCHARLES
FIELD REPRESENTATIVE
 40.00         X   489,978 0 0
(32) DOISEDESI
FIELD REPRESENTATIVE
 40.00         X   372,406 0 0
(33) WALTERS JOSEPH W
STATE MANAGER
 40.00         X   583,450 0 0
(34) BONDURANTFERRIS
AREA MANAGER
 40.00         X   362,311 0 0
(35) YATESJACK
AREA MANAGER
 40.00         X   396,652 0 0
(36) THEISENMARK D
FORMER EXEC VICE PRESIDENT
 40.00           X 2,581,908 0 11,504
(37) HARVEYLANE
FORMER MEMBER BD OF DIRECT
 1.00           X 143,261 0 0
(38) GLEASONJAMES M
FORMER VP & GENERAL COUNSEL
 40.00           X 267,365 0 3,116
(39) RUBIOROBERT
FORMER VICE PRESIDENT
 40.00           X 162,291 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 13,431,903 0 339,498
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet280
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
DELOITTE CONSULTING
PO BOX 7247-6447
PHILADELPHIA,PA19170 		CONSULTING 1,807,761
LAMSON DUGAN & MURRAY LLP
10306 REGENCY PARKWAY DRIVE
OMAHA,NE68114 		LEGAL SERVICES 1,355,089
MSI SYSTEMS INTEGRATORS
PO BOX 202289
DALLAS,TX75320 		IT CONSULTING 1,069,105
MONARCH LIFE INSURANCE
1 MONARCH PLACE
SPRINGFIELD,MA01144 		3RD PARTY ADMINISTRATOR 1,000,000
BAIRD HOLM LLP
1500 WOODMEN TOWER
OMAHA,NE68102 		LEGAL SERVICES 558,043
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet30
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet  
Program Service Revenue Business Code
2a Premiums and Annuity C 524,113 1,210,975,812 1,210,340,792 635,020  
b Gross Investment Incom 523,000 -131,812,547 -131,812,547    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,079,163,265
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet        
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Transfers to(from) Sep 524,113 997,871 997,871    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 997,871
12 Total revenue. See Instructions....MediumBullet 1,080,161,136 1,079,526,116 635,020 0
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 343,000  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members 977,209,124  
5 Compensation of current officers, directors, trustees, and key employees .... 11,554,397      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 38,326,987      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 11,852,704      
9 Other employee benefits ....... 13,849,146      
10 Payroll taxes ........... 6,335,647      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 3,127,861      
c Accounting ........... 362,213      
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other ..........        
12 Advertising and promotion .... 2,874,168      
13 Office expenses .......        
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 4,508,271      
17 Travel ............ 606,569      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 1,263,983      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 14,599,086      
23 Insurance .............. 961,286      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a Commissions 49,518,433      
b Field Expenses 14,047,628      
c Inv. Real Estate Expens 7,453,282      
d Taxes, Licenses and Fee 4,207,873      
e
f All other expenses 12,152,774      
25 Total functional expenses. Add lines 1 through 24f 1,175,154,432      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 68,706,776 1 100,591,075
2 Savings and temporary cash investments ....... 90,492,448 2 88,582,443
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 200,846,932
b Less: accumulated depreciation. ..... 10b 110,293,819 88,932,609 10c 90,553,113
11 Investments—publicly traded securities .......... 6,503,178,867 11 7,200,772,041
12 Investments—other securities. See Part IV, line 11 ...... 1,511,517,031 12 1,560,326,990
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 307,740,069 15 299,871,168
16 Total assets. Add lines 1 through 15 (must equal line 34)... 8,570,567,800 16 9,340,696,830
Liabilities 17 Accounts payable and accrued expenses .   17  
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 7,671,064,641 25 8,536,186,966
26 Total liabilities. Add lines 17 through 25..... 7,671,064,641 26 8,536,186,966
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .....   27  
28 Temporarily restricted net assets .....   28  
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ..... 0 30 0
31 Paid-in or capital surplus, or land, building or equipment fund ..... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds 899,503,159 32 804,509,864
33 Total net assets or fund balances ..... 899,503,159 33 804,509,864
34 Total liabilities and net assets/fund balances ..... 8,570,567,800 34 9,340,696,830
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
1,080,161,136
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
1,175,154,432
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-94,993,296
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
899,503,159
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
0
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
804,509,864
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990: STATUTORY
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
 
Employer identification number

47-0339250
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....        
b Contributions ........        
c Net investment earnings, gains, and losses ...        
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		       
f Administrative expenses ....        
g End of year balance ......        
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................        
e Other .................   200,846,932 110,293,819 90,553,113
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 90,553,113
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) Mortgage Loans 		1,377,237,696 C

(B) Certificate Loans 		170,740,710 C

(C) Other Invested Assets 		12,348,584 C






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 1,560,326,990
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes  
Aggregate reserves for Life certs & contracts 6,616,723,379
Aggregate reserves for A&H contracts 30,626,872
Liability for deposit-type contracts 714,524,917
Life claims 35,143,200
A&H claims 876,702
Provision for refunds payable 88,892,500
Advance premiums 1,569,033
Asset valuation reserve (AVR) 106,019,926
Interest maintenance reserve (IMR) 33,157,009
Other liabilities 159,343,351
Post-retirement benefit liability 39,997,437
From separate account - Pension Plan 161,504,236
From separate account - Variable Annuity 53,463,540
Uncollected Premiums & agent's balances 24,528
Payable for securities lending 494,320,336
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 8,536,186,966
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 1,080,161,136
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 1,175,154,432
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -94,993,296
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -94,993,296
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,080,161,135
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1..................... 3 1,080,161,135
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,080,161,135
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 1,175,154,432
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 1,175,154,432
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,175,154,432
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
 
Employer identification number

47-0339250
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
N/A          
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 0
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
 
Employer identification number
47-0339250
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) UNITED WAY OF THE MIDLANDS1805 HARNEY STREET
OMAHA,NE68102 		47-0376605 170 52,074       CONTRIBUTION TO PUBLIC CHARITY
(2) FOOD BANK FOR THE HEARTLAND10525 J STREET
OMAHA,NE68127 		47-0637701 170 26,015       CONTRIBUTION TO PUBLIC CHARITY
(3) GREATER OMAHA CHAMBER OF COMMERCE1301 HARNEY STREET
OMAHA,NE68102 		47-0258610 170 19,110       CONTRIBUTION TO PUBLIC CHARITY
(4) OPEN DOOR MISSION2828 NORTH 23RD STREET EAST
OMAHA,NE68110 		47-0411375 170 17,175       CONTRIBUTION TO PUBLIC CHARITY
(5) OMAHA SYMPHONY ASSOCIATION1605 HOWARD STREET
OMAHA,NE68102 		47-6039304 170 15,000       CONTRIBUTION TO PUBLIC CHARITY
(6) METHODIST HOSPITAL FOUNDATION8401 WEST DODGE ROAD 225
OMAHA,NE68114 		47-0595345 170 12,500       CONTRIBUTION TO PUBLIC CHARITY
(7) LUTHERN FAMILY SERVICES120 SOUTH 24TH STREET 100
OMAHA,NE68131 		23-7267972 170 10,000       CONTRIBUTION TO PUBLIC CHARITY
(8) JOSLYN ART MUSEUM2200 DODGE STREET
OMAHA,NE68102 		47-0384577 170 10,000       CONTRIBUTION TO PUBLIC CHARITY
(9) MICAH HOUSE1415 AVENUE J
COUNCIL BLUFFS,IA51501 		42-1292393 170 9,000       CONTRIBUTION TO PUBLIC CHARITY
(10) SIENAFRANCIS HOUSE1702 NICHOLAS STREET
OMAHA,NE68102 		47-0601005 170 7,575 0     CONTRIBUTION TO PUBLIC CHARITY




2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
10
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
10
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
 
Employer identification number

47-0339250
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
 
b
Any related organization? .........................
5b
 
 
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
 
b
Any related organization? .........................
6b
 
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) CUMMINSDANNY E (i)
(ii)		 710,100
0 		384,802
0 		57,000
0 		0
0 		15,183
0 		1,167,085
0 		0
0
(2) KINGLARRY R (i)
(ii)		 436,213
0 		197,476
0 		40,500
0 		0
0 		17,798
0 		691,987
0 		0
0
(3) SHREIER MARK L (i)
(ii)		 411,007
0 		190,015
0 		40,500
0 		0
0 		17,011
0 		658,533
0 		0
0
(4) HERNANDEZPAMELA A (i)
(ii)		 429,920
0 		199,341
0 		40,500
0 		0
0 		17,654
0 		687,415
0 		0
0
(5) GALLIONTHOMAS T III (i)
(ii)		 163,973
0 		0
0 		0
0 		0
0 		3,481
0 		167,454
0 		0
0
(6) DEVINEANNETTE M (i)
(ii)		 133,792
0 		50,000
0 		16,580
0 		0
0 		14,957
0 		215,329
0 		0
0
(7) DAYJAMES R (i)
(ii)		 156,385
0 		27,000
0 		16,580
0 		0
0 		16,116
0 		216,081
0 		0
0
(8) GOCHENOURKARLA (i)
(ii)		 165,112
0 		60,000
0 		10,080
0 		0
0 		18,495
0 		253,687
0 		0
0
(9) HAACKSTEVEN O (i)
(ii)		 208,865
0 		64,001
0 		16,580
0 		0
0 		17,097
0 		306,543
0 		0
0
(10) HROMADKAJOSEPH J JR (i)
(ii)		 175,492
0 		56,496
0 		33,080
0 		0
0 		15,488
0 		280,556
0 		0
0
(11) JONESSTEVEN B (i)
(ii)		 171,684
0 		54,000
0 		16,580
0 		0
0 		17,666
0 		259,930
0 		0
0
(12) MAHERROBERT T (i)
(ii)		 236,767
0 		113,558
0 		16,580
0 		0
0 		15,943
0 		382,848
0 		0
0
(13) ROTSCHAFERRANDALL P (i)
(ii)		 212,361
0 		64,000
0 		3,080
0 		0
0 		15,906
0 		295,347
0 		0
0
(14) HORROCKSRANDALL (i)
(ii)		 183,061
0 		88,970
0 		80
0 		0
0 		10,152
0 		282,263
0 		0
0
(15) DEESPATRICK (i)
(ii)		 262,286
0 		91,174
0 		3,080
0 		0
0 		15,097
0 		371,637
0 		0
0
(16) MCCAULEY DENISE (i)
(ii)		 230,763
0 		85,500
0 		16,580
0 		0
0 		20,233
0 		353,076
0 		0
0
(17) BEESON CURTIS (i)
(ii)		 185,027
0 		60,000
0 		80
0 		0
0 		23,147
0 		268,254
0 		0
0
(18) MACIEJEWSKICOLLEEN M (i)
(ii)		 155,585
0 		24,000
0 		80
0 		0
0 		17,161
0 		196,826
0 		0
0
(19) ANDERSONELVIS (i)
(ii)		 212,211
0 		75,245
0 		16,580
0 		0
0 		16,446
0 		320,482
0 		0
0
(20) ELLISMATTHEW (i)
(ii)		 205,838
0 		25,732
0 		6,189
0 		0
0 		15,938
0 		253,697
0 		0
0
(21) BROWNCHARLES (i)
(ii)		 489,978
0 		0
0 		0
0 		0
0 		0
0 		489,978
0 		0
0
(22) DOISEDESI (i)
(ii)		 355,906
0 		0
0 		16,500
0 		0
0 		0
0 		372,406
0 		0
0
(23) WALTERS JOSEPH W (i)
(ii)		 566,950
0 		0
0 		16,500
0 		0
0 		0
0 		583,450
0 		0
0
(24) BONDURANTFERRIS (i)
(ii)		 362,311
0 		0
0 		0
0 		0
0 		0
0 		362,311
0 		0
0
(25) YATESJACK (i)
(ii)		 396,652
0 		0
0 		0
0 		0
0 		0
0 		396,652
0 		0
0
(26) THEISENMARK D (i)
(ii)		 431,810
0 		207,237
0 		1,942,861
0 		0
0 		11,504
0 		2,593,412
0 		0
0
(27) HARVEYLANE (i)
(ii)		 143,261
0 		0
0 		0
0 		0
0 		0
0 		143,261
0 		0
0
(28) GLEASONJAMES M (i)
(ii)		 127,853
0 		106,432
0 		33,080
0 		0
0 		3,116
0 		270,481
0 		0
0
(29) RUBIOROBERT (i)
(ii)		 0
0 		0
0 		162,291
0 		0
0 		0
0 		162,291
0 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  Part I, Line 1a Spouse travel is included in taxable income; a limited "gross up" is provided as a tax indeminty; discretionary spending accounts are extended to executive officers.
  Part I, Lines 4a-b Severance: Robert Rubio $162,293 NQSR: James Gleeson $267,365
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
 
Employer identification number

47-0339250
Identifier Return Reference Explanation
Explanation for Not Filing Form 990-T Form 990, Part V, line 3b 990-T IS ON EXTENSION AND WILL BE FILED BEFORE THE FILING DEADLINE.
  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 Conflict of interest policy and financial statements are available on request. Governing documents are available on Woodmen of the World's web site.
Statutory method Form 990, Part XI, Line 1 The statutory method of accounting used by insurance companies is the method used by Woodmen of the World.
Audit Committee Part XI, Line 2c The Audit Committee of the Board of Directors is responsible for oversight of the audit and review of the audited financial statements.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
 
Employer identification number

47-0339250
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) Monroe County Properties LLC
110 Main Street
Byron,GA31008
20-8570994 		Real Estate Investment GA 0 0 Woodmen of the World Life Insurance Society
 










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Woodmen Foundation

1700 Farnam St

Omaha,NE68102
20-4743934 		Operate community centers; provide disaster relief NE 501(c)(3) Public Charity None
 
 
No












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) WFS Holdings Inc
1700 Farnam St
Omaha,NE68102
22-3828160 		Holding company for corporations involved in securities and in insurance NE Woodmen of the World Life Insurance Society
  		C     100.000 %
(2) Omaha Woodmen Blocker Inc
1700 Farnam St
Omaha,NE68102
26-4609780 		Holding company for investment in pass-through entities NV Woodmen of the World Life Insurance Society
  		C     100.000 %










Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) WFS Holdings Inc

 B 1,010,000 Cash
(2) Woodmen Foundation

 D 1,745,468 Cash
(3) Monroe County Properties LLC

 R 85,614 Cash
(4) Woodmen Financial Services Inc

 I 1,000,000 Cash
(5) Woodmen Insurance Agency Inc

 I 0 Cash
(6) Omaha Woodmen Blocker Inc

 O 0 Cash
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: