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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
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 province, country, and ZIP or foreign postal code
OMAHA, NE681022022
D Employer identification number

47-0339250
E Telephone number

G Gross receipts $ 2,479,007,093
F Name and address of principal officer:
LARRY R KING
1700 FARNAM ST NO 2200
OMAHA,NE681022022
I
Tax-exempt status: ( 8 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WOODMEN.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
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 EXISTS TO BENEFIT OUR MEMBERS THROUGH EVERY STAGE OF LIFE.
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 8
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 2,811
6 Total number of volunteers (estimate if necessary) ............. 6 202,641
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -228,414
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -228,414
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 1,307,615,077 734,825,551
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 0 451,419,956
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 5,327,030
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,307,615,077 1,191,572,537
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 345,819 297,620
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 1,029,796,470 922,741,142
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 93,139,815 96,975,652
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–24e).... 126,611,194 109,408,941
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,249,893,298 1,129,423,355
19 Revenue less expenses. Subtract line 18 from line 12....... 57,721,779 62,149,182
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 9,517,523,595 10,067,532,555
21 Total liabilities (Part X, line 26)............. 8,655,291,954 9,005,494,848
22 Net assets or fund balances. Subtract line 21 from line 20..... 862,231,641 1,062,037,707
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
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 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 THAN 700,000 MEMBERS WHO BELONG TO MORE THAN 1,000 LOCAL ADULT AND YOUTH CHAPTERS ACROSS THE NATION. DELEGATES ARE ELECTED TO REPRESENT THEIR FELLOW CHAPTER MEMBERS AT BIENNIAL 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 PROVIDED AS PART OF THE SOCIETY'S FRATERNAL PROGRAM. THESE BENEFITS ENABLE FAMILIES TO ENJOY SOCIAL AND EDUCATIONAL ACTIVITIES, YOUTH AND SENIOR PROGRAMS, PATRIOTIC PRESENTATIONS AND COMMUNITY SERVICE OPPORTUNITIES. THEY ALSO PROVIDE AID AND COMFORT TO MEMBERS IN TIMES OF ILLNESS, MISFORTUNE OR NEED. LOCAL WOODMEN ADULT AND YOUTH CHAPTERS SPONSOR ACTIVITIES FOR MEMBERS OF ALL AGES INCLUDING:1. REGULAR BUSINESS MEETINGS;2. SOCIAL EVENTS;3. GROUP OUTINGS;4. COOKOUTS;5. HOLIDAY PARTIES;6. YOUTH AND SENIOR CAMP PROGRAMS; AND,7. OTHER ACTIVITIES THAT STRENGTHEN THE BONDS OF FRIENDSHIP AND FRATERNITY.WOODMEN'S YOUTH AND SENIOR CAMP PROGRAMS OFFER MEMBERS THE OPPORTUNITY TO ENJOY A VARIETY OF ACTIVITIES AND MAKE NEW FRIENDS.IN 2013, 4,341 YOUTH MEMBERS AGES 8 THROUGH 15 ATTENDED YOUTH CAMPS ACROSS THE NATION AT LITTLE OR NO COST. THE CAMPS PROVIDE YOUTH AN OPPORTUNITY TO STUDY NATURE, LEARN ARTS AND CRAFTS, AND PARTICIPATE IN CITIZENSHIP ACTIVITIES, SWIMMING, GAMES, HIKING, ARCHERY AND MANY OTHER OUTDOOR ACTIVITIES. CAMP PROGRAMS ARE DESIGNED TO DEVELOP EACH CAMPER'S SELF-ESTEEM, KNOWLEDGE AND LEADERSHIP SKILLS.WOODMEN SENIOR CAMPS DESIGNED FOR SENIOR MEMBERS WHO ENJOY THE FELLOWSHIP OF GOOD FRIENDS AND NEW ACQUAINTANCES. A WIDE VARIETY OF ACTIVITIES ARE OFFERED AT SENIOR CAMPS INCLUDING ARTS AND CRAFTS, MUSIC, GAMES, ARCHERY, FISHING, SWIMMING, STORYTELLING AND NATURE WALKS. MANY CAMPS OFFER EDUCATIONAL SEMINARS WITH EMPHASIS ON THE NEEDS AND INTERESTS OF SENIORS. IN 2013 1,732 MEMBERS ATTENDED SENIOR CAMPS OR SENIOR APPRECIATION DAY. WOODMEN PROVIDES A MEMBERSHIP BENEFIT OF FINANCIAL ASSISTANCE FOR CATASTROPHIC ILLNESSES OF $1,000 TO ELIGIBLE MEMBERS WHO ARE DIAGNOSED WITH TUBERCULOSIS, LUNG CANCER, LEUKEMIA, MALIGNANT LYMPHOMA, HODGKIN'S DISEASE, MULTIPLE MYELOMA OR BRAIN TUMOR. IN 2013, $947,000 WAS PAID FOR CATASTROPHIC ILLNESS BENEFITS.THE DISASTER RELIEF FRATERNAL BENEFIT PROVIDES MONETARY RELIEF FOR MEMBERS WHO SUSTAIN SIGNIFICANT DAMAGE TO THEIR HOMES AS A RESULT OF A HURRICANE, TORNADO, FIRE OR OTHER NATURAL DISASTER. IN 2013, $20,569 WAS PROVIDED IN BENEFIT PAYMENTS TO MEMBERS.WOODMEN PROVIDES FROM $125 TO $200 A MONTH IN FINANCIAL ASSISTANCE TO ORPHANED CHILDREN THROUGH AGE 18 WHOSE PARENTS WERE BOTH QUALIFIED WOODMEN MEMBERS. EXTRA FUNDS MAY ALSO BE AVAILABLE TO HELP PAY COLLEGE, TUTORIAL OR VOCATIONAL TRAINING. IN 2013, THE ORPHAN'S CARE PROGRAM PAID OUT $58,850 IN BENEFITS.WOODMEN PROVIDES A $5,000 FRATERNAL BENEFIT IF AN INFANT OF A 100% WOODMEN FAMILY DIES BETWEEN 48 HOURS AND SIX MONTH OF BIRTH, PLUS GUARANTEES ISSUANCE OF A $5,000 LIFE INSURANCE CERTIFICATE AT STANDARD RATES DURING THE FIRST SIX MONTHS OF LIFE. IN 2013, NEWBORN BENEFITS PAID WERE $20,000. THE WOODMEN PRESCRIPTION DRUG CARD BENEFIT WAS INTRODUCED IN 2001. THE CARD IS FREE TO ALL MEMBERS AND IS ANOTHER EXAMPLE OF THE VALUE OF WOODMEN MEMBERSHIP. SINCE THE INCEPTION OF THIS PROGRAM MEMBERS HAVE SAVED MORE THAN $11.6 MILLION THIS VALUE-ADDED FRATERNAL BENEFIT SAVED MEMBERS $218,675 IN 2013.FIRST RESPONDERS: THIS FRATERNAL BENEFIT PACKAGE THAT IS AVAILABLE TO ALL NON-MILITARY FIRST RESPONDERS. WITH PAYMENT OF ANNUAL MEMBERSHIP DUES, FIRST RESPONDERS ARE ELIGIBLE FOR THE REGULAR FRATERNAL BENEFITS OFFERED TO ALL DUES PAYING MEMBERS PLUS A $10,000 BENEFIT PAYABLE IN THE EVENT OF A DEATH WHILE PERFORMING DUTIES ASA FIRST RESPONDER. IN 2013 $20,000 WAS PAID FOR THIS BENEFIT.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
VOLUNTEER SERVICE: IN 2013, WOODMEN MEMBERS VOLUNTEERED 263,408 HOURS IN COMMUNITY SERVICE ACTIVITIES AND 316,087 HOURS OF SERVICE TO THE FOLLOWING FRATERNAL PROJECTS AND ACTIVITIES:1. PATRIOTIC PROGRAM: WOODMEN'S PATRIOTIC PROGRAM WAS INTRODUCED IN 1947. THROUGH THE PROGRAM, LOCAL CHAPTERS PRESENT U.S. FLAGS TO SCHOOLS, COMMUNITY BUILDINGS, CHURCHES, PARKS, AND OTHER CIVIC AND NONPROFIT ORGANIZATIONS, AMERICAN PATRIOT'S HANDBOOKS TO SCHOOLS, LIBRARIES AND NEWLY-NATURALIZED CITIZENS AND AMERICAN HISTORY AWARDS TO JUNIOR AND SENIOR HIGH SCHOOL STUDENTS FOR PROFICIENCY IN AMERICAN HISTORY. IN 2013 OUR CHAPTERS PRESENTED:172,484 U.S. FLAGS;33,364 AMERICAN PATRIOT'S HANDBOOKS; AND,3,240 AMERICAN HISTORY TROPHIES AND PLAQUES.SINCE THE PROGRAM BEGAN WOODMEN MEMBERS HAVE PRESENTED 2,514,381 FLAGS, 1,931,314 AMERICAN PATRIOTS HANDBOOKS AND 270,939 AMERICAN HISTORY AWARDS.WOODMEN BEGAN A PROGRAM WITH THE AMERICAN RED CROSS IN 1998 TO FURTHER STRENGTHEN ITS FRATERNAL COMMITMENT. THE SOCIETY CREATED TEAMS OF RED CROSS TRAINED WOODMEN VOLUNTEERS TO PROVIDE DISASTER RELIEF TO PEOPLE AND COMMUNITIES THROUGHOUT THE NATION. TEAMS PROVIDE VOLUNTEERS ALONG WITH VEHICLES, EQUIPMENT AND SUPPLIES TO ASSIST RED CROSS RELIEF EFFORTS. WOODMEN ALSO MAKES CHAPTER HALLS AND CAMPS AVAILABLE FOR USE AS RED CROSS SHELTERS OR TRAINING CENTERS.IN 2013 WOODMEN MEMBERS ALSO PARTICIPATED IN: NATIONAL JOIN HANDS DAY - 329 EVENTS IN HONOR AND REMEMBERANCE OF SEPTEMBER 11, 2001 - 471 CEREMONIES FLAG PRESENTATIONS - 352 EVENTS MAKE A DIFFERENCE DAY - 252 EVENTS
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2013)
Form 990 (2013)
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 (see instructions)? ...
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, or have a section 501(h) election in effect during the tax year? 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 for escrow or custodial account liability; 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, Parts I and IV......... 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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick 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 other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... 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 (see instructions)....
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 hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, 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 direct or indirect 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
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part 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
Yes
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
236,047
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
Yes
 
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
2,811
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” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
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, securities account, or other financial 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 as charitable contributions?...
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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 .....................
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
8
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
Yes
 
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 this 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
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:
MediumBulletJORDAN MAWSON1700 FARNAM STOMAHANE68116 (402) 342-1890
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) CUMMINSDANNY E........................................................................
DIRECTOR, FORMER PRESIDENT
 5.00
.......................   		X   X       777,518 0 8,630
(2) KINGLARRY R........................................................................
PRESIDENT & CEO
 50.00
.......................   		X   X       1,121,850 0 357,760
(3) SCHREIERMARK L........................................................................
DIRECTOR, FORMER EXECUTIVE VP
 5.00
.......................   		X   X       650,721 0 26,925
(4) HERNANDEZPAMELA A........................................................................
EXEC VP, OPERATIONS & SECR
 50.00
.......................   		X   X       686,540 0 1,115,772
(5) MAHERROBERT T........................................................................
EXEC VP-FINANCE & TREASURER
 50.00
.......................   		X   X       399,420 0 159,437
(6) DODDWESLEY........................................................................
BOARD OF DIRECTOR
 5.00
.......................   		X           81,457 0 4,308
(7) BOSLERJAMES W III........................................................................
BOARD OF DIRECTOR
 5.00
.......................   		X           90,495 0 9,896
(8) DEESPATRICK........................................................................
EXEC VP, FRATERNAL
 50.00
.......................   		X   X       636,108 0 202,812
(9) GALLIONTHOMAS T III........................................................................
FORMER CHAIRMAN OF THE BOARD
 5.00
.......................   		X           110,901 0 71,128
(10) MOOREROGER........................................................................
FORMER BOARD OF DIRECTOR
 5.00
.......................   		X           14,208 0 24,412
(11) MELLORSTEPHEN W........................................................................
FORMER BOARD OF DIRECTOR
 5.00
.......................   		X           35,546 0 0
(12) RICEDANIEL W........................................................................
BOARD OF DIRECTOR
 5.00
.......................   		X           94,170 0 21,493
(13) SHAVERJAMES........................................................................
BOARD OF DIRECTOR
 5.00
.......................   		X           87,282 0 9,370
(14) DOISEDARYL J........................................................................
BOARD OF DIRECTOR
 5.00
.......................   		X           59,635 0 0
(15) TAYLOR-MCCOYLUCIA G........................................................................
FORMER BOARD OF DIRECTOR
 5.00
.......................   		X           23,448 0 31,216
(16) BRIDGESJAMES W JR........................................................................
BOARD OF DIRECTOR
 5.00
.......................   		X           192,157 0 0
(17) SHEALYMICHAEL........................................................................
BOARD OF DIRECTOR
 5.00
.......................   		X           80,202 0 5,991
Form 990 (2013)
Form 990 (2013)
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 (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ALDRIDGERONALD........................................................................
BOARD OF DIRECTOR
 5.00
.......................   		X           32,383 0 0
(19) METHENYPATRICIA........................................................................
BOARD OF DIRECTOR
 5.00
.......................   		X           48,321 0 0
(20) SMOLINSKIRAYMOND........................................................................
VP, BUSINESS TECHNOLOGY
 50.00
.......................   		    X       266,338 0 32,270
(21) GOCHENOURKARLA........................................................................
VP, HUMAN RESOURCES
 50.00
.......................   		    X       247,674 0 81,583
(22) JONESSTEVEN B........................................................................
VP, MARKETING & FRATERNAL
 50.00
.......................   		    X       295,617 0 285,043
(23) MCKERNSTEVEN........................................................................
VP, ADMINISTRATIVE SERVICE
 50.00
.......................   		    X       185,716 0 56,111
(24) ROTSCHAFERRANDALL P........................................................................
VP, ACTUARY
 50.00
.......................   		    X       292,371 0 139,410
(25) HORROCKSRANDALL........................................................................
VP, SALES
 50.00
.......................   		    X       274,891 0 96,907
(26) DEVINEANNETTE M........................................................................
VP, ACCOUNTING SERVICES
 50.00
.......................   		    X       215,533 0 85,566
(27) MCCAULEYDENISE........................................................................
SENIOR VP, OPERATIONS
 50.00
.......................   		    X       387,480 0 71,109
(28) MACIEJEWSKICOLLEEN M........................................................................
VP, STRATEGIC PROJECTS
 50.00
.......................   		    X       185,654 0 71,899
(29) ANDERSONELVIS........................................................................
SENIOR VP, NATIONAL FIELD
 50.00
.......................   		    X       366,628 0 501,075
(30) ELLISMATTHEW........................................................................
VP, GENERAL COUNSEL
 50.00
.......................   		    X       315,800 0 38,838
(31) JANECEKLEE........................................................................
VP, CERTIFICATE ADMINISTRATION
 50.00
.......................   		    X       187,771 0 80,629
(32) BENGSTONCYNTHIA SHAWN........................................................................
VP, INVESTMENT
 50.00
.......................   		    X       198,049 0 60,454
(33) BUDERUSTIMOTHY K........................................................................
DIRECTOR OPERATIONS WFS
 50.00
.......................   		    X       164,343 0 33,595
(34) MANIFOLDWILLIAM J........................................................................
DIRECTOR, AGENCY WIA
 50.00
.......................   		    X       143,372 0 61,461
(35) BROWNCHARLES........................................................................
FIELD REPRESENTATIVE
 50.00
.......................   		        X   474,517 0 17,643
(36) WALTERSJOSEPH W........................................................................
STATE MANAGER
 50.00
.......................   		        X   607,360 0 25,486
(37) YATESJACK........................................................................
AREA MANAGER
 50.00
.......................   		        X   409,631 0 129,364
(38) MCGUFFEEPENNY........................................................................
FIELD REPRESENTATIVE
 50.00
.......................   		        X   491,079 0 34,312
(39) FRAPPAMPINAPASQUALE........................................................................
STATE MANAGER
 50.00
.......................   		        X   426,613 0 78,626
(40) THEISENMARK D........................................................................
FORMER EXEC VP
 0.00
.......................   		          X 411,919 0 10,619
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 11,770,718 0 4,041,150
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet250
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
COMPUTER SCIENCES CORPORATIONPO BOX 951574DALLASTX753951574 SOFTWARE CONSULTING 2,605,485
AMERICAN EXPANDING HORIZONS17581 IRVINE BLVD STE 212TUSTINCA92780 MEETING PLANNERS 2,185,526
BAIRD HOLM LLP1700 FARNAM ST STE 1500OMAHANE68102 LEGAL SERVICES 1,160,519
IBMPO BOX 676673DALLASTX756276673 SOFTWARE MAINTENANCE 944,460
SOGETIPO BOX 633470CINCINNATIOH452633470 SOFTWARE CONSULTANTS 878,793
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet58
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a PREMIUM INCOME 524113 726,457,984 726,457,984    
b SUPPLEMENTARY CONTRACTS 524113 8,367,567 8,367,567    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 734,825,551
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 423,355,183   195,289 423,159,894
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 19,280,652  
b Less: rental expenses 13,953,622  
c Rental income or (loss) 5,327,030  
d Net rental income or (loss).......MediumBullet 5,327,030   -423,703 5,750,733
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,102,960,031 198,585,676
b Less: cost or other basis and sales expenses 1,063,911,354 209,569,580
c Gain or (loss) 39,048,677 -10,983,904
d Net gain or (loss)..........MediumBullet 28,064,773 28,064,773    
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            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 1,191,572,537 762,890,324 -228,414 428,910,627
Form 990 (2013)
Form 990 (2013)
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).Check if Schedule O contains a response or note to any line 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 21 297,620  
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 922,741,142  
5 Compensation of current officers, directors, trustees, and key employees .... 11,358,802      
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 39,051,761      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 21,044,972      
9 Other employee benefits ....... 18,708,196      
10 Payroll taxes ........... 6,811,921      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... -4,798,910      
c Accounting ........... 470,701      
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 2,423,769      
12 Advertising and promotion .... 2,975,622      
13 Office expenses ....... 2,282,639      
14 Information technology ...... 5,595,291      
15 Royalties ..        
16 Occupancy ........... 4,564,378      
17 Travel ............ 481,407      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 829,816      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 3,869,771      
23 Insurance .............. 891,211      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a COMMISSIONS 49,130,178      
b FIELD EXPENSES 17,651,089      
c XFER TO SEPARATE ACCTS 10,643,741      
d TAXES, LICENSES & FEES 3,906,049      
e All other expenses 8,492,189      
25 Total functional expenses. Add lines 1 through 24e 1,129,423,355      
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 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 53,765,343 1 167,283,163
2 Savings and temporary cash investments ......... 123,794,706 2 0
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 136,658 4 378,188
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) 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 208,960,722
b Less: accumulated depreciation ..... 10b 122,740,965 87,163,704 10c 86,219,757
11 Investments—publicly traded securities .......... 7,233,713,749 11 7,546,783,808
12 Investments—other securities. See Part IV, line 11 ..... 1,671,999,737 12 1,829,983,371
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 346,949,698 15 436,884,268
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 9,517,523,595 16 10,067,532,555
Liabilities 17 Accounts payable and accrued expenses .........   17 40,749,958
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 Loans and other 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.................... 8,655,291,954 25 8,964,744,890
26 Total liabilities. Add lines 17 through 25......... 8,655,291,954 26 9,005,494,848
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), 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 (ASC 958), 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 862,231,641 32 1,062,037,707
33 Total net assets or fund balances ........... 862,231,641 33 1,062,037,707
34 Total liabilities and net assets/fund balances ........ 9,517,523,595 34 10,067,532,555
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,191,572,537
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,129,423,355
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
62,149,182
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
862,231,641
5
Net unrealized gains (losses) on investments ...............
5
98,833,331
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
-12,303,770
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
51,127,323
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,062,037,707
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (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 current year end balance (line 1g, column (a)) 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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 ................. 208,960,722   122,740,965 86,219,757
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 86,219,757
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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 		1,653,161,490 C

(B) CERTIFICATE LOANS 		165,673,137 C

(C) OTHER INVESTED ASSETS 		11,148,744 C






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 1,829,983,371
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
AGGREGATE RESERVES FOR LIFE CERTS & CONTRACTS 7,249,737,812
AGGREGATE RESERVES FOR A&H CONTRACTS 34,681,490
LIABILITY FOR DEPOSIT-TYPE CONTRACTS 756,034,240
LIFE CLAIMS 32,838,592
A&H CLAIMS 925,046
PROVISION FOR REFUNDS PAYABLE 65,315,000
ADVANCE PREMIUMS 1,540,434
ASSET VALUATION RESERVE (AVR) 143,311,414
INTEREST MAINTENANCE RESERVE (IMR) 20,313,081
POST-RETIREMENT BENEFIT LIABILITY 43,959,685
PAYABLE FOR SECURITIES LENDING 238,335,766
SEPERATE ACCOUNTS 357,127,980
COLLATERAL DEPOSIT FUND 150,000
DEFERRED COMPENSATION & PENSION LIABILITIES 13,702,413
DEPOSITS 1,301,168
SURRENDERS PAYABLE 246,791
UNFUNDED ACCUMULATED BENEFIT OBLIGATION 5,223,978
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 8,964,744,890
2. Liability for uncertain tax positions In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,197,670,139
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 XIII.) ............ 2d 9,703,844
e Add lines 2a through 2d ..................... 2e 9,703,844
3 Subtract line 2e from line 1..................... 3 1,187,966,295
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 3,606,242
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 3,606,242
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,191,572,537
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 1,135,520,957
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 XIII.) ............ 2d 9,703,844
e Add lines 2a through 2d...................... 2e 9,703,844
3 Subtract line 2e from line 1..................... 3 1,125,817,113
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 3,606,242
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 3,606,242
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,129,423,355
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART XI, LINE 2D - OTHER ADJUSTMENTS: FRATERNAL INCOME NETTED AGAINST EXPENSES MISCELLANEOUS INCOME NETTED AGAINST EXPENSES
PART XII, LINE 2D - OTHER ADJUSTMENTS: FRATERNAL INCOME NETTED AGAINST EXPENSES MISCELLANEOUS INCOME NETTED AGAINST EXPENSES
Schedule D (Form 990) 2013

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.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   26,510,599
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 26,510,599
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 26,510,599
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
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. Part II can be duplicated 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 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) 2013
Schedule F (Form 990) 2013Page 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.
Part III can be duplicated 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) 2013
Schedule F (Form 990) 2013
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (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, Information 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) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
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).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
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
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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. Part II can be duplicated if additional space is needed.
(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 MIDLANDS
1805 HARNEY STREET
OMAHA,NE68102 		47-0376605 501(C)(3) 50,498       CONTRIBUTION TO PUBLIC CHARITY
(2) RED BASKET INC
1700 FARNAM ST
OMAHA,NE68102 		45-4412276 501(C)(3) 10,017       CONTRIBUTION TO PUBLIC CHARITY
(3) FOOD BANK FOR THE HEARTLAND
10525 J STREET
OMAHA,NE68127 		47-0637701 501(C)(3) 23,325       CONTRIBUTION TO PUBLIC CHARITY
(4) AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW
ATLANTA,GA30303 		13-1788491 501(C)(3) 5,025       CONTRIBUTION TO PUBLIC CHARITY
(5) GREATER OMAHA CHAMBER OF COMMERCE
1301 HARNEY ST
OMAHA,NE68102 		47-0258610 501(C)(6) 15,950       CONTRIBUTION TO BUSINESS LEAGUE
(6) OPEN DOOR MISSION
2828 NORTH 23RD ST EAST
OMAHA,NE68110 		47-0411375 501(C)(3) 10,775       CONTRIBUTION TO PUBLIC CHARITY
(7) MICAH HOUSE
1415 AVENUE J
COUNCIL BLUFFS,IA51501 		42-1292393 501(C)(3) 10,000       CONTRIBUTION TO PUBLIC CHARITY
(8) GOODWILL INDUSTRIESINC
4805 NORTH 72ND STREET
OMAHA,NE68134 		47-0378996 501(C)(3) 10,000       CONTRIBUTION TO PUBLIC CHARITYCONTRIBUTION TO PUBLIC CHARITY
(9) URBAN LEAGUE
3040 LAKE ST
OMAHA,NE68111 		47-0384575 501(C)(3) 7,000       CONTRIBUTION TO PUBLIC CHARITY
(10) OMAHA COMMUNITY PLAYHOUSE
6915 CASS STREET
OMAHA,NE68102 		47-0399856 501(C)(3) 6,000       CONTRIBUTION TO PUBLIC CHARITY
(11) GOODFELLOWS
1314 DOUGLAS ST SUITE 125
OMAHA,NE68102 		47-0469050 501(C)(3) 7,500       CONTRIBUTION TO PUBLIC CHARITY
(12) BOY SCOUTS OF AMERICA
12401 W MAPLE ST
OMAHA,NE68164 		47-0376545 501(C)(3) 15,243       CONTRIBUTION TO PUBLIC CHARITY
(13) MOHMS PLACE
1435 N 15TH ST
COUNCIL BLUFFS,IA51501 		42-1407712 501(C)(3) 5,000       CONTRIBUTION TO PUBLIC CHARITY
(14) IOWA WESTERN
2700 COLLEGE ROAD
COUNCIL BLUFFS,IA51503 		42-1224333 501(C)(3) 6,000       CONTRIBUTION TO PUBLIC CHARITY
(15) SALVATION ARMY
3612 CUMING ST
OMAHA,NE68131 		36-2167910 501(C)(3) 8,500       CONTRIBUTION TO PUBLIC CHARITY
(16) GREATER OMAHA BUSINESS ETHICS ALLIANCE
2500 CALIFORNIA STREET
OMAHA,NE68178 		47-0376583 501(C)(3) 5,000       CONTRIBUTION TO PUBLIC CHARITY
(17) SIENAFRANCIS HOUSE
PO BOX 217
OMAHA,NE68101 		47-0601005 501(C)(3) 5,100       CONTRIBUTION TO PUBLIC CHARITY
(18) AMERICAN LUNG ASSOCIATION
8990 WEST DODGE SUITE 226
OMAHA,NE68114 		13-1632524 501(C)(3) 5,000       CONTRIBUTION TO PUBLIC CHARITY
(19) DURHAM MUSEUM
801 S 10TH ST
OMAHA,NE68108 		47-0556061 501(C)(3) 7,500       CONTRIBUTION TO PUBLIC CHARITY
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
18
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
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.
Part III can be duplicated 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. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
FORM 990, SCHEDULE I, Q 2 WOODMEN OF THE WORLD APPOINTS A CORPORATE SOCIAL RESPONSIBILITY COMMITTEE ANNUALLY. THIS COMMITTEE IS RESPONSIBLE TO COORDINATE EFFORTS TO RECEIVE, CONSIDER, APPROVE, DENY AND DISBURSE CONTRIBUTIONS REQUESTED.
Schedule I (Form 990) 2013


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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
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 (E) amounts for that individual.
(A) Name and Title (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 EDIRECTOR, FORMER PRESIDENT (i)
(ii)		 343,968
0 		386,486
0 		47,064
0 		0
0 		8,630
0 		786,148
0 		0
0
(2)KINGLARRY RPRESIDENT & CEO (i)
(ii)		 698,937
0 		353,882
0 		69,031
0 		331,680
0 		26,080
0 		1,479,610
0 		0
0
(3)SCHREIERMARK LDIRECTOR, FORMER EXECUTIVE VP (i)
(ii)		 382,832
0 		202,368
0 		65,521
0 		0
0 		26,925
0 		677,646
0 		0
0
(4)HERNANDEZPAMELA AEXEC VP, OPERATIONS & SECR (i)
(ii)		 414,505
0 		211,192
0 		60,843
0 		1,080,824
0 		34,948
0 		1,802,312
0 		0
0
(5)MAHERROBERT TEXEC VP-FINANCE & TREASURER (i)
(ii)		 295,111
0 		57,052
0 		47,257
0 		130,613
0 		28,824
0 		558,857
0 		0
0
(6)DEESPATRICKEXEC VP, FRATERNAL (i)
(ii)		 398,891
0 		169,725
0 		67,492
0 		172,733
0 		30,079
0 		838,920
0 		0
0
(7)GALLIONTHOMAS T IIIFORMER CHAIRMAN OF THE BOARD (i)
(ii)		 105,000
0 		0
0 		5,901
0 		71,128
0 		0
0 		182,029
0 		0
0
(8)BRIDGESJAMES W JRBOARD OF DIRECTOR (i)
(ii)		 63,625
0 		0
0 		128,532
0 		0
0 		0
0 		192,157
0 		0
0
(9)SMOLINSKIRAYMONDVP, BUSINESS TECHNOLOGY (i)
(ii)		 181,679
0 		65,080
0 		19,579
0 		5,509
0 		26,761
0 		298,608
0 		0
0
(10)GOCHENOURKARLAVP, HUMAN RESOURCES (i)
(ii)		 177,657
0 		53,080
0 		16,937
0 		51,512
0 		30,071
0 		329,257
0 		0
0
(11)JONESSTEVEN BVP, MARKETING & FRATERNAL (i)
(ii)		 206,273
0 		61,080
0 		28,264
0 		252,332
0 		32,711
0 		580,660
0 		0
0
(12)MCKERNSTEVENVP, ADMINISTRATIVE SERVICE (i)
(ii)		 136,214
0 		40,080
0 		9,422
0 		40,922
0 		15,189
0 		241,827
0 		0
0
(13)ROTSCHAFERRANDALL PVP, ACTUARY (i)
(ii)		 225,928
0 		60,080
0 		6,363
0 		110,441
0 		28,969
0 		431,781
0 		0
0
(14)HORROCKSRANDALLVP, SALES (i)
(ii)		 201,917
0 		65,972
0 		7,002
0 		75,737
0 		21,170
0 		371,798
0 		0
0
(15)DEVINEANNETTE MVP, ACCOUNTING SERVICES (i)
(ii)		 142,810
0 		47,580
0 		25,143
0 		55,390
0 		30,176
0 		301,099
0 		0
0
(16)MCCAULEYDENISESENIOR VP, OPERATIONS (i)
(ii)		 263,303
0 		100,080
0 		24,097
0 		46,903
0 		24,206
0 		458,589
0 		0
0
(17)MACIEJEWSKICOLLEEN MVP, STRATEGIC PROJECTS (i)
(ii)		 156,067
0 		28,900
0 		687
0 		43,738
0 		28,161
0 		257,553
0 		0
0
(18)ANDERSONELVISSENIOR VP, NATIONAL FIELD (i)
(ii)		 234,552
0 		88,312
0 		43,764
0 		471,779
0 		29,296
0 		867,703
0 		0
0
(19)ELLISMATTHEWVP, GENERAL COUNSEL (i)
(ii)		 225,564
0 		71,433
0 		18,803
0 		27,150
0 		11,688
0 		354,638
0 		0
0
(20)JANECEKLEEVP, CERTIFICATE ADMINISTRATION (i)
(ii)		 151,824
0 		34,080
0 		1,867
0 		50,303
0 		30,326
0 		268,400
0 		0
0
(21)BENGSTONCYNTHIA SHAWNVP, INVESTMENT (i)
(ii)		 165,373
0 		20,758
0 		11,918
0 		45,746
0 		14,708
0 		258,503
0 		0
0
(22)BUDERUSTIMOTHY KDIRECTOR OPERATIONS WFS (i)
(ii)		 122,858
0 		29,740
0 		11,745
0 		10,092
0 		23,503
0 		197,938
0 		0
0
(23)MANIFOLDWILLIAM JDIRECTOR, AGENCY WIA (i)
(ii)		 111,467
0 		24,705
0 		7,200
0 		37,701
0 		23,760
0 		204,833
0 		0
0
(24)BROWNCHARLESFIELD REPRESENTATIVE (i)
(ii)		 293,325
0 		180,430
0 		762
0 		0
0 		17,643
0 		492,160
0 		0
0
(25)WALTERSJOSEPH WSTATE MANAGER (i)
(ii)		 404,212
0 		174,053
0 		29,095
0 		0
0 		25,486
0 		632,846
0 		0
0
(26)YATESJACKAREA MANAGER (i)
(ii)		 268,989
0 		137,620
0 		3,022
0 		116,853
0 		12,511
0 		538,995
0 		0
0
(27)MCGUFFEEPENNYFIELD REPRESENTATIVE (i)
(ii)		 255,552
0 		234,814
0 		713
0 		14,794
0 		19,518
0 		525,391
0 		0
0
(28)FRAPPAMPINAPASQUALESTATE MANAGER (i)
(ii)		 273,226
0 		129,155
0 		24,232
0 		57,962
0 		20,664
0 		505,239
0 		0
0
(29)THEISENMARK DFORMER EXEC VP (i)
(ii)		 0
0 		0
0 		411,919
0 		0
0 		10,619
0 		422,538
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A SPOUSE TRAVEL THAT MEETS SPECIFIC GUIDELINES IS REIMBURSED AND INCLUDED IN TAXABLE INCOME. A LIMITED GROSS UP IS PROVIDED FOR THOSE PAYMENTS. DISCRETIONARY SPENDING ACCOUNTS ARE EXTENDED TO EXECUTIVE OFFICERS.
PART I, LINES 4A-B THE WOODMEN OF THE WORLD NON-QUALIFIED SUPPLEMENTAL PLAN WAS ESTABLISHED ON MAY 19, 1986 FOR THE PURPOSE OF PROVIDING A NONQUALIFIED RETIREMENT BENEFIT TO ELIGIBLE EMPLOYEES AND FIELD REPRESENTATIVES. THIS PLAN COMPLIES WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. THE REFERENCED BENEFIT UNDER THIS PLAN IS CALCULATED BASED ON THE NORMAL OR EARLY RETIREMENT BENEFIT THAT WOULD HAVE BEEN PAYABLE TO AN ELIGIBLE EMPLOYEE OR FIELD REPRESENTATIVE ON THE DAY THAT EMPLOYEE OR FIELD REPRESENTATIVE COMPLETED A YEAR OF SERVCIE AS AN ACTIVE PARTICIPANT OF WOODMEN OF THE WORLD'S QUALIFIED PLAN AND CONTINUED TO BE AN ACTIVE PARTICIPANT OF THE QUALIFIED PLAN UNTIL THE ELIGIBLE EMPLOYEE'S OR FIELD REPRESENTATIVE'S BENEFIT PAYOUT UNDER THE PLAN PER THE PLAN REQUIREMENTS AND CONDITIONS. THE SUPPLEMENTAL PLAN WAS CLOSED TO NEW PARTICIPANTS ON DECEMBER 31, 2012. IN 2013, WOODMEN MADE BENEFIT PAYMENTS TO DANNY CUMMINS IN THE AMOUNT OF $7,701,364, MARK SCHREIER IN THE AMOUNT OF $3,184,264, THOMAS GALLION III IN THE AMOUNT OF $578,356, LUCIA TAYLOR MCCOY IN THE AMOUNT OF $226,251 AND ROGER MOORE IN THE AMOUNT OF $103,038. PAYMENTS MADE UNDER THE SUPPLEMENTAL PLAN MAY NOT HAVE BEEN PREVIOUSLY INCLUDED IN PART II SCHEDULE J AS THE REPORTING REQUIREMENTS UNDER THIS SCHEDULE WERE NOT IN PLACE FOR ALL PRIOR YEARS THAT THE ELIGIBLE EMPLOYEE OR FIELD REPRESENTATIVE ACCRUED DEFERRED COMPENSATION UNDER THE SUPPLEMENTAL PLAN. SINCE THERE WERE NO SUCH REPORTING REQUIREMENTS UNDER THE FORM 990 FOR PRIOR YEARS, INCLUDING SUCH PAYMENTS IN PART II SCHEDULE J WOULD CREATE A MISLEADING REPORT SINCE IT WOULD NOT ACCURATELY DISCLOSE THAT MOST OF THE DEFERRED COMPENSATION PAYMENT HAD ACCUTALLY ACCRUED IN PRIOR YEARS. THE WOODMEN OF THE WORLD NON-QUALIFIED CONTRIBUTION BENEFIT PLAN ("CONTRIBUTION PLAN") WAS ESTABLISHED DECEMBER 31, 2012 TO PROVIDE A NON-QUALIFIED DEFINED CONTRIBUTION BENEFIT PLAN TO ANY NEWLY ELIGIBLE EMPLOYEES AND FIELD REPRESENTATIVES WHO HAD NOT PREVIOUSLY BEEN PROVIDED A BENEFIT UNDER THE SUPPLEMENTAL PLAN. THIS CONTRIBUTION PLAN COMPLIES WITH THE REQUIREMENTS OF SECTION 409A OF THE INTERNAL REVENUE CODE AND REGULATIONS PROMULGATED THEREUNDER. SEVERANCE PAYMENTS - MARK THEISEN $411,919.
Schedule J (Form 990) 2013

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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
 
Employer identification number

47-0339250
Return Reference Explanation
PART IV, LINE 14B; SCHEDULE F, PART IV, QUESTIONS 4 & 5 FORMS 8621 AND 8865 WILL BE FILED, IF APPLICABLE, WITH FORM 990-T TO REPORT THE FOREIGN INVESTMENTS.
FORM 990, PART VI, SECTION A, LINE 4 ARTICLES OF INCORPORATION, CONSTITUTION AND LAWS WERE REVISED IN 2013. THE UPDATED DOCUMENT CAN BE FOUND ON OUR WEBITE.
FORM 990, PART VI, SECTION A, LINE 6 WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY IS COMPRISED OF ITS MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE OFFICERS AND DIRECTORS EVERY 4 YEARS.
FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PREPARED AND REVIEWED BY PROFESSIONAL STAFF. IT IS REVIEWED IN FINAL FORM BY A DESIGNATED OFFICER WHO THEN SIGNS OFF ON THE RETURN. THE RETURN IS FILED ELECTRONICALLY. PRIOR TO FILING OF THE RETURN, THE BOARD OF DIRECTORS IS PROVIDED THE RETURN FOR REVIEW ON LINE THROUGH USE OF A SECURE WEB SITE.
FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT-OF-INTEREST QUESTIONAIRE IS PROVIDED AND COLLECTED ANNUALLY BY THE LEGAL DEPT. REPSONSES ARE MAINTAINED BY THE LEGAL DEPT.
FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE USING INFORMATION FROM COMPENSATION SURVEYS AND STUDIES, AND INDEPENDENT COMPENSATION CONSULTANTS. THE COMPENSATION COMMITTEE OF THE BD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION SCHEDULES AND INDIVIDUAL COMPENSATION AMOUNTS.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONSTITUITION AND BYLAWS ARE AVAILABLE AT WWW.WOODMEN.ORG. FINANCIAL STATEMENTS AND OUR CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 119,578,573. CHANGE IN ASSET VALUATION 9,551,531. CHANGE IN NON ADMITTED ASSETS -73,700,607. CHANGE IN RESERVE VALUATION BASIS -4,302,174.
FORM 990, PART XII, LINE 1 THE STATUTORY METHOD OF ACCOUNTING USED BY INSURANCE COMPANIES IS THE METHOD USED BY WOODMEN OF THE WORLD.
PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
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 (if applicable) 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










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 entity?
Yes No
(1) WOODMEN FOUNDATION

1700 FARNAM ST

OMAHA,NE68102
20-4743934 		OPERATE COMMUNITY CENTERS; PROVIDE DISASTER RELIEF NE 501(C)(3) PUBLIC CHARITY WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
 
 
No
(2) RED BASKET INC

1700 FARNAM ST

OMAHA,NE68102
45-4412276 		CROWD SOURCING FUNDING FOR CITIZEN PHILANTHROPISTS NE 501(C)(3) PUBLIC CHARITY WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
 
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) WFS HOLDINGS INC

1700 FARNAM ST
OMAHA,NE68102
22-3828160 		HOLDING COMPANY NE WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY
  		C -795,305 16,530,607 100.000 % Yes  












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (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 Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) WFS HOLDINGS INC

 B 500,000 CASH PAID
(2) WOODMEN FOUNDATION

 D 9,639,489 AMOUNT OF NOTE
(3) WOODMEN FOUNDATION

 S 90,803 CASH PAID
(4) WOODMEN INSURANCE AGENCY INC

 J 26,760 CASH PAID
(5) WOODMEN HOLDINGS INC

 J 180 CASH PAID
(6) WOODMEN FINANCIAL SERVICES INC

 J 47,640 CASH PAID
(7) WOODMEN FINANCIAL SERVICES INC

 O 909,402 CASH PAID
(8) WOODMEN INSURANCE AGENCY INC

 O 620,280 CASH PAID
(9) WOODMEN FOUNDATION

 O 54,000 CASH PAID
(10) RED BASKET INC

 B 10,051 CASH PAID
(11) RED BASKET INC

 O 356,462 CASH PAID
(12) RED BASKET INC

 N 28,300 MARKET RATES
(13) RED BASKET INC

 S 220,968 CASH PAID
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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