Order Of The Sons Of Hermann In The State Of Texas, Grand Lodge in San Antonio, Texas (TX)

Order Of The Sons Of Hermann In The State Of Texas, Grand Lodge
Employer Identification Number (EIN)	740817310
Name of Organization	Order Of The Sons Of Hermann In The State Of Texas
Secondary Name	Grand Lodge
In Care of Name	Harry Werland Cpa
Address	PO BOX 1941, San Antonio, TX 78297-1941
Activities	Fraternity or sorority, Housing for the aged (see also 153), Underwriting municipal insurance
Subsection	Fraternal Beneficiary Society, Order or Association
Ruling Date	05/1940
Deductibility	Contributions are deductible
Foundation	All organizations except 501(c)(3)
Organization	Association
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$50,000,000 to greater
Income	$10,000,000 to $49,999,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$242,747,920
Amount of Income	$47,779,660
Form 990 Revenue Amount	$27,154,130
National Taxonomy of Exempt Entities (NTEE)	Mutual/Membership Benefit Organizations, Other:

Non-representatives - add comments:

Amount of income in 2013: $47,779,660

Order Of The Sons Of Hermann In The State Of Texas, Grand Lodge:	$47,779,660
Other organizations performing similar types of work:	$639,893

Assets in 2013: $242,747,920

This organization:	$242,747,920
Other organizations performing similar types of work:	$1,368,093

Expenses in 2013: $27,200,527

Order Of The Sons Of Hermann In The State Of Texas, Grand Lodge:	$27,200,527
Other organizations performing similar types of work:	$324,076

Income to expenses ratio in 2013: 1.8

Order Of The Sons Of Hermann In The State Of Texas, Grand Lodge:	1.8
Other organizations performing similar types of work:	1.3

Number of employees in 2013: 253

Order Of The Sons Of Hermann In The State Of Texas, Grand Lodge:	253
Other organizations performing similar types of work:	9

Employees paid over $100,000 in 2013: 1.6%

Order Of The Sons Of Hermann In The State Of Texas, Grand Lodge:	1.6%
Other organizations performing similar types of work:	0.0%

Grants share in income in 2013: 0.2%

Order Of The Sons Of Hermann In The State Of Texas, Grand Lodge:	0.2%
Other organizations performing similar types of work:	1.2%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	No	No
Is the organization required to complete Schedule B, Schedule of Contributors?	No	No
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	No	No
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?	No	No
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?	No	No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	Yes	Yes
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	No	No
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	No	No
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No
Did the organization report an amount for other liabilities?	Yes	Yes
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)?	No	No
Did the organization obtain separate, independent audited financial statements for the tax year?	Yes	Yes
Was the organization included in consolidated, independent audited financial statements for the tax year?	Yes	Yes
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	No	No
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?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	No	No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	No	No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	No	No
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	No	No
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
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?	No	No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
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?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
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?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
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?	No	No
Did the organization receive more than $25,000 in non-cash contributions?	No	No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	No	No
Was the organization related to any tax-exempt or taxable entity?	No	No
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	No	No
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
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?	No	No

	2011	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		1,573	1,647
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
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		272	253
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	No	No	No
Has it filed a Form 990-T for this year?		No	No
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)?		No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
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?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
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?		No	No
Did the organization notify the donor of the value of the goods or services provided?		No	No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$651,010	$703,264
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$50,130	$40,689
Total number of individuals who received more than $100,000 of reportable compensation from the organization	5	4
Total number of independent contractors who received more than $100,000 of compensation from the organization	0	0

	2011	2012	2013
Statement of Revenue
Total revenue	$29,936,949	$28,791,854	$27,154,130
Contributions, Gifts, Grants and Other Similar Amounts	$9,197	$1,559,280	$43,351
Program Service Revenue	$17,604,708	$14,196,002	$13,950,145
Direct Life Insurance Carriers		$13,628,379	$13,364,193
900099		$530,092	$505,000
900004		$8,770	$54,225
900099		$28,761	$26,727
All other program service revenue		$0	$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$12,777,806	$12,971,577	$13,137,749
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$0	$0	$0
Net rental income	$0	$0	$0
Net gain/loss from sales of assets other than inventory	$-454,762	$64,995	$22,885
Gross amount from sales of assets other than inventory (Securities / Other)	$10,196,811 / $0	$19,498,362 / $0	$20,648,415 / $0
Less: cost or other basis and sales expenses (Securities / Other)	$10,651,573 / $0	$19,433,367 / $0	$20,625,530 / $0
Gain or (loss) (Securities / Other)	$-454,762 / $0	$64,995 / $0	$22,885 / $0
Net income/loss from fundraising events	$0	$0	$0
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$0	$0	$0
Miscellaneous Revenue	$0	$0	$0

	2011	2012	2013
Statement of Functional Expenses
Total functional expenses	$30,308,489	$26,905,053	$27,200,527
Grants and other assistance to domestic organizations and domestic governments		$0	$0
Grants and other assistance to domestic individuals		$0	$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$0	$0
Benefits paid to or for members		$19,780,236	$20,128,627
Compensation of current officers, directors, trustees, and key employees	$634,412	$651,010	$703,264
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$1,569,789	$1,592,050	$1,674,767
Pension plan accruals and contributions		$802,023	$662,147
Other employee benefits		$0	$0
Payroll taxes	$204,660	$207,466	$214,668
Fees for services (non-employees)
Management		$0	$0
Legal		$48,406	$63,294
Accounting		$66,293	$77,487
Lobbying		$0	$0
Professional fundraising services	$0	$0	$0
Investment management fees		$0	$0
Other		$42,784	$50,528
Advertising and promotion		$106,231	$110,111
Office expenses		$189,730	$182,689
Information technology		$64,323	$54,768
Royalties		$0	$0
Occupancy		$204,507	$232,148
Travel		$89,409	$90,819
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$85,459	$71,250
Interest		$0	$0
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$51,904	$50,678
Insurance		$46,805	$30,537
Other expenses		$488,739	$465,694
Other expenses		$995,587	$948,212
Other expenses		$571,439	$672,853
Other expenses		$370,780	$385,278
Other expenses		$449,872	$330,708

	2011	2012	2013
Balance Sheet
Total assets	$222,334,824	$233,076,621	$242,747,920
Cash - non-interest-bearing		$1,900	$1,900
Savings and temporary cash investments		$1,635,230	$1,956,136
Pledges and grants receivable, net		$0	$0
Accounts receivable, net		$0	$0
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$5,360,087	$5,448,072
Inventories for sale or use		$0	$0
Prepaid expenses and deferred charges		$0	$0
Land, buildings, and equipment: cost or other basis		$5,309,667	$5,036,983
Investments - publicly traded securities		$210,520,540	$218,797,248
Investments - other securities		$0	$0
Investments - program-related		$7,106,543	$8,304,254
Intangible assets		$0	$0
Other assets		$3,142,654	$3,203,327
Total liabilities	$210,290,254	$218,488,970	$224,870,708
Accounts payable and accrued expenses		$862,797	$533,670
Grants payable		$0	$0
Deferred revenue		$0	$0
Tax-exempt bond liabilities	$0	$0	$0
Escrow or custodial account liability		$110,326	$73,345
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0	$0
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$217,515,847	$224,263,693
Total net assets or fund balances	$12,044,570	$14,587,651	$17,877,212
Unrestricted net assets		$0	$0
Temporarily restricted net assets		$0	$0
Permanently restricted net assets		$0	$0
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$12,044,570	$14,587,651	$17,877,212

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	Not provided
Number of organizations supported	0
Sum of amounts of support	$0

	2000	2001	2002	2003	2004	2005	2006	2007
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$14,652,884	$16,879,422	$21,355,517	$20,346,979	$23,298,077	$19,874,350	$18,971,402	$18,679,834
Contributions, gifts, grants, and similar amounts received	$34,082	$24,778	$17,616	$20,395	$26,303	$17,187	$30,567	$18,052
Contributions to donor advised funds							$0	$0
Direct public support	$34,082	$24,778	$17,616	$20,395	$26,303	$17,187	$30,567	$18,052
Indirect public support	$0	$0	$0	$0	$0	$0	$0	$0
Government contributions (grants)	$0	$0	$0	$0	$0	$0	$0	$0
Program service revenue including government fees and contracts	$6,849,273	$8,870,735	$13,307,427	$12,312,847	$14,440,588	$10,442,439	$8,828,697	$8,354,197
Membership dues and assessments	$0	$0	$0	$0	$0	$0	$0	$0
Interest on savings and temporary cash investments	$0	$0	$0	$0	$0	$0	$0	$0
Dividends and interest from securities	$7,689,561	$7,865,087	$8,062,718	$8,289,035	$8,799,491	$9,450,304	$9,863,361	$10,163,414
Net rental income or (loss)	$0	$0	$0	$0	$0	$0	$0	$0
Gross rents	$0	$0	$0	$0	$0	$0	$0	$0
Less: rental expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other investment income	$0	$0	$0	$0	$0	$0	$0	$0
Gain or (loss) from sales of assets other than inventory	$79,967	$118,822	$-32,244	$-275,298	$31,695	$-35,580	$248,777	$144,171
Gross amount from sales of assets other than inventory	$3,354,739	$11,919,314	$17,877,630	$19,809,971	$20,405,699	$12,369,292	$10,227,114	$9,823,935
Less: cost or other basis and sales expenses	$3,274,772	$11,800,492	$17,909,874	$20,085,269	$20,374,004	$12,404,872	$9,978,337	$9,679,764
Net income or (loss) from special events and activities	$0	$0	$0	$0	$0	$0	$0	$0
Gross revenue	$0	$0	$0	$0	$0	$0	$0	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0	$0	$0	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0	$0	$0	$0	$0
Other revenue	$0	$0	$0	$0	$0	$0	$0	$0
Total expenses	$14,652,884	$17,064,764	$21,419,855	$20,999,258	$23,438,284	$19,647,247	$18,067,352	$18,248,149
Program services	$0	$0	$0	$0	$0	$0	$0	$0
Management and general	$0	$0	$0	$0	$0	$0	$0	$0
Fundraising	$0	$0	$0	$0	$0	$0	$0	$0
Payments to affiliates	$0	$0	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$22,783,441	$20,158,633	$18,274,868	$16,750,657	$17,460,311	$17,571,925	$18,479,277	$19,632,670
Excess or (deficit) for the year	$0	$-185,342	$-64,338	$-652,279	$-140,207	$227,103	$904,050	$431,685
Net assets or fund balances at beginning of year	$23,260,327	$22,783,441	$20,158,633	$18,274,868	$16,750,667	$17,460,311	$17,571,925	$18,479,277
Other changes in net assets or fund balances	$-476,886	$-2,439,466	$-1,819,427	$-871,932	$849,851	$-115,489	$3,302	$721,708

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2007)
Total functional expenses	$18,248,149	$0	$0	$0
Grants paid from donor advised funds		$0
Other grants and allocations		$0
Specific assistance to individuals		$0
Benefits paid to or for members		$12,151,734
Compensation of current officers, directors, key employees, etc.	$601,061	$0	$0	$0
Compensation of former officers, directors, key employees, etc.	$0	$0	$0	$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)	$0	$0	$0	$0
Salaries and wages of employees not included above	$1,615,840	$0	$0	$0
Pension plan contributions not included above	$231,216	$0	$0	$0
Employee benefits not included above	$756,308	$0	$0	$0
Payroll taxes	$177,901	$0	$0	$0
Professional fundraising fees	$0	$0	$0	$0
Accounting fees	$16,200	$0	$0	$0
Legal fees	$37,640	$0	$0	$0
Supplies	$0	$0	$0	$0
Telephone	$18,487	$0	$0	$0
Postage and shipping	$105,955	$0	$0	$0
Occupancy	$214,083	$0	$0	$0
Equipment rental and maintenance	$25,439	$0	$0	$0
Printing and publications	$154,706	$0	$0	$0
Travel	$98,553	$0	$0	$0
Conferences, conventions, and meetings	$16,138	$0	$0	$0
Interest	$0	$0	$0	$0
Depreciation, depletion, etc.	$50,991	$0	$0	$0
Other expenses not covered above	$1,975,897	$0	$0	$0

	2000	2001	2002	2003	2004	2005	2006	2007
Balance Sheets
Total assets	$121,044,068	$124,791,855	$133,125,622	$143,766,262	$154,974,830	$161,665,796	$167,009,240	$169,517,464
Cash - non-interest-bearing	$0	$0	$1,633,396	$1,243,188	$2,300	$1,900	$1,900	$1,900
Savings and temporary cash investments	$964,247	$1,789,763	$0	$0	$885,644	$1,427,756	$1,206,063	$1,305,937
Accounts receivable less allowance for doubtful accounts	$0	$0	$0	$0	$0	$0	$0	$0
Pledges receivable less allowance for doubtful accounts	$0	$0	$0	$0	$0	$0	$0	$0
Grants receivable	$0	$0	$0	$0	$0	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)							$0	$0
Other notes and loans receivable less allowance for doubtful accounts	$3,990,423	$4,137,935	$4,257,966	$4,464,283	$4,562,911	$4,606,527	$4,720,891	$4,884,497
Inventories for sale or use	$0	$0	$0	$0	$0	$0	$0	$0
Prepaid expenses and deferred charges	$0	$0	$0	$0	$0	$0	$0	$0
Investments - publicly-traded securities							$146,296,442	$148,700,559
Investments - other securities	$96,251,046	$100,195,112	$110,567,190	$123,272,845	$134,372,496	$142,019,364	$0	$0
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$0	$0	$0	$0	$0	$0
Investments - other	$11,288,883	$10,183,969	$8,324,557	$6,501,579	$6,922,852	$5,467,188	$6,798,745	$6,663,445
Land, buildings, and equipment less accumulated depreciation	$6,778,348	$6,629,577	$6,477,935	$6,374,189	$6,186,006	$5,977,028	$5,844,260	$5,738,307
Other assets, including program-related investments	$1,771,121	$1,855,499	$1,864,578	$1,910,178	$2,042,621	$2,166,033	$2,140,939	$2,222,819
Total liabilities	$98,260,627	$104,633,222	$114,850,754	$127,015,605	$137,514,519	$144,093,871	$148,529,963	$149,884,794
Accounts payable and accrued expenses	$625,207	$2,135,950	$1,222,517	$1,674,103	$2,045,349	$1,115,559	$1,058,184	$1,774,966
Grants payable	$0	$0	$0	$0	$0	$0	$0	$0
Deferred revenue	$0	$71,889	$516,256	$0	$942,094	$0	$1,295,009	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$0	$0	$0	$0	$0	$0
Mortgages and other notes payable	$0	$0	$0	$0	$0	$0	$0	$0
Other liabilities	$97,635,420	$102,425,383	$113,111,981	$125,341,502	$134,527,076	$142,978,312	$146,176,770	$148,109,828
Total liabilities and net assets/fund balances	$121,044,068	$124,791,855	$133,125,622	$143,766,262	$154,974,830	$161,665,796	$167,009,240	$169,517,464
Total net assets or fund balances	$22,783,441	$20,158,633	$18,274,868	$16,750,657	$17,460,311	$17,571,925	$18,479,277	$19,632,670

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$14,652,884	$16,879,421	$21,355,517	$20,346,979	$23,329,772	$19,838,770	$18,971,402	$18,679,834
Total revenue, gains, and other support per audited financial statements	$14,572,917	$16,760,599	$21,387,761	$20,622,277	$23,329,772	$19,838,770	$18,722,625	$18,538,003
Other expenses	$0	$0	$0	$0	$0	$0	$0	$0
Net unrealized gains on investments	$0	$0	$0	$0	$0	$0	$0	$0
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$0	$0
Other revenue	$79,967	$118,822	$-32,244	$-275,298	$0	$0	$248,777	$141,831
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$141,831
Other	$79,967	$118,822	$-32,244	$-275,298	$0	$0	$248,777	$0

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$14,329,321	$17,064,763	$21,419,855	$20,999,258	$23,438,284	$19,647,247	$18,067,352	$18,248,149
Total expenses and losses per audited financial statements	$14,329,321	$17,064,763	$21,419,855	$20,999,258	$23,438,284	$19,647,247	$18,067,352	$18,106,318
Other revenue	$0	$0	$0	$0	$0	$0	$0	$0
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$0	$0
Other expenses	$0	$0	$0	$0	$0	$0	$0	$141,831
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$141,831
Other	$0	$0	$0	$0	$0	$0	$0	$0

Average hours per week devoted to position	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Current Officers, Directors, Trustees, and Key Employees
5	$3,620	$0	$0
45	$106,955	$11,651	$0
45	$119,145	$12,416	$0
5	$3,860	$0	$0
5	$3,860	$0	$0
45	$108,613	$11,609	$0
45	$138,398	$14,955	$0
5	$3,980	$0	$0
5	$3,860	$0	$0
45	$108,770	$11,651	$0

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	10
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	Yes

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	No
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	No
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	0

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2007)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$0		$10,307,585	$8,354,197
Program service revenue
Program service revenue 1	000000	$0	00	$0	$7,899,099
Program service revenue 2	000000	$0	00	$0	$426,842
Program service revenue 3	000000	$0	00	$0	$27,056
Program service revenue 4	000000	$0	00	$0	$1,200
Program service revenue 5	000000	$0	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$0
Interest on savings and temporary cash investments	000000	$0	00	$0	$0
Dividends and interest from securities	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$10,163,414	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	000000	$0	00	$0	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))	$144,171	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	000000	$0	00	$0	$0

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0

Total number of other employees paid over $50,000	0

Total number of other employees paid over $50,000

Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities	$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year	$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$0

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is

	1999	2000	2001	2002	2003	2004	2005	2006
Support Schedule
Total	$0	$0	$0	$0	$0	$0	$0	$0
Gifts, grants, and contributions received	$0	$0	$0	$0	$0	$0	$0	$0
Membership fees received	$0	$0	$0	$0	$0	$0	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$0	$0	$0	$0	$0	$0	$0	$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$0	$0	$0	$0	$0	$0	$0	$0
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0	$0	$0	$0
Other income	$0	$0	$0	$0	$0	$0	$0	$0

Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Thrivent Financial For Lutherans	625 Fourth Avenue South, Minneapolis, MN 55415-1624	MN	1965-03	$42,158,261,064
2	Woodmen Of The World Omaha Woodmen Life Insurance Society, 5-Ky	1305 Sanderson Dr, Hopkinsville, KY 42240	KY	1941-12	$2,479,007,093
3	Modern Woodmen Of America	1701 1st Ave, Rock Island, IL 61201-8724	IL	1961-05	$1,711,501,686
4	Independent Order Of Foresters, Redwood Empire Branch #0159	6905 Bennett Valley Road, Santa Rosa, CA 95404	CA	1966-04	$362,052,691
5	Gleaner Life Insurance Society, Gleaner Life Insurance Society 275 Harrison	C/0 Gleaner Life Insurance Society 5200 West U S Highway 223, Adrian, MI 49221	MI	1967-03	$331,768,581
6	Gbu Financial Life	4254 Clairton Blvd, Pittsburgh, PA 15227-3330	PA	1940-11	$300,115,417
7	Catholic Financial Life	1100 W Wells, Milwaukee, WI 53233-2332	WI	1941-11	$257,185,462
8	Catholic Life Insurance	PO BOX 659527, San Antonio, TX 78265-9527	TX	1969-04	$186,611,549
9	Slavonic Benevolent Order Of The State Of Texas	PO BOX 100, Temple, TX 76503	TX	1941-09	$62,021,480
10	Order Of The Sons Of Hermann In The State Of Texas, Grand Lodge	PO BOX 1941, San Antonio, TX 78297-1941	TX	1940-05	$47,779,660
11	Order Of United Commercial Travelers Of America	2105 East Martha Lane, Pasadena, TX 77502	TX	1940-10	$26,621,341
12	Catholic Family Fraternal Of Texas K J Z T	PO BOX 18896, Austin, TX 78760-8896	TX	1977-06	$20,608,084
13	Catholic Union Of Texas The Kjt	214 E Colorado St, La Grange, TX 78945-2244	TX	1940-11	$9,688,766
14	Independent Order Of Odd Fellows, 5 Home Ldg	3440 W 2nd Ave, Corsicana, TX 75110-2414	TX	1962-05	$8,590,132
15	Order Of Eastern Star Of Texas, Kirbyville No 1143	1503 West Division Street, Arlington, TX 76012	TX	1941-01	$3,503,129
16	Portuguese Fraternal Society Of America, Boa Ventura	209 Devonwood, Hurcules, CA 94547	CA	1954-07	$1,265,505
17	Royal Arch Masons Of Texas Grand Chapter, Nacogdoches 13 Ram	129 N Fredonia, Nacogdoches, TX 75961	TX	1940-10	$166,504
18	International Association Of Fire Fighter, 0886l San Angelo	PO BOX 1422, San Angelo, TX 76902-1422	TX	1940-10	$125,672
19	Knights Of Columbus, 9884	PO BOX 293471, Lewisville, TX 75029-3471	TX		$62,753
20	Moslah Benefit Fund	PO BOX 1355, Fort Worth, TX 76101-1355	TX	1970-09	$49,878

Number of organizations performing similar types of work

Alaska	1
Alabama	2
Arkansas	2
Arizona	7
California	26
Colorado	6
Connecticut	1
District of Columbia	2
Florida	13
Georgia	1
Hawaii	1
Iowa	3
Idaho	1
Illinois	22
Indiana	11
Kansas	2
Kentucky	2
Louisiana	2
Massachusetts	8
Maryland	4
Maine	1
Michigan	11
Minnesota	7

Missouri	7
Mississippi	2
Montana	1
North Carolina	3
Nebraska	2
New Jersey	6
New Mexico	2
Nevada	2
New York	16
Ohio	21
Oklahoma	2
Oregon	3
Pennsylvania	26
South Carolina	2
South Dakota	2
Tennessee	1
Texas	12
Utah	2
Virginia	3
Washington	8
Wisconsin	8
West Virginia	4
Wyoming	1

Total

272

Affiliation	Name	Address	State	Established	Total Income
20 biggest affiliated organizations
Central	Order Of The Sons Of Hermann In The State Of Texas, Grand Lodge	PO BOX 1941, San Antonio, TX 78297-1941	TX	1940-05	$47,779,660
Subordinate	Order Of The Sons Of Hermann In The State Of Texas	2850 Sandy Point Rd, Bryan, TX 77807	TX	1940-05	$601,247
Subordinate	Order Of The Sons Of Hermann In The State Of Texas, Hochheim-Prairie Hermann Sons Lodge #90	206 Mathew, Yoakum, TX 77995	TX	1972-09	$48,928
Subordinate	Order Of The Sons Of Hermann In The State Of Texas	2285 Rohde Rd, Kyle, TX 78640	TX	1972-09	$26,902
Subordinate	Order Of The Sons Of Hermann In The State Of Texas	404 Ross, Brenham, TX 77833	TX	1972-09	$19,954
Subordinate	Order Of The Sons Of Hermann The State Of Texas	P O Box 4262, Victoria, TX 77903-4262	TX	1940-05	$0
Subordinate	Order Of The Sons Of Hermann In The State Of Texas	5386 E Fm 1518 N, St Hedwig, TX 78152	TX	1972-09	$0
Subordinate	Order Of The Sons Of Hermann In The State Of Texas Grand Lodge, Cibolo Hermann Sons School Of Dance	Po Box 1941, San Antonio, TX 78297	TX	1940-05	$0
Subordinate	Order Of The Sons Of Hermann In The State Of Texas Grand Lodge, Corpus Christi Hermann Sons School Of Dance	Po Box 1941, San Antonio, TX 78297	TX	1940-05	$0
Subordinate	Order Of The Sons Of Hermann In The State Of Texas Grand Lodge, Dacosta Sons Of Hermann School Of Dance	Po Box 1941, San Antonio, TX 78297	TX	1940-05	$0
Subordinate	Order Of The Sons Of Hermann In The State Of Texas Grand Lodge, Goliad Hermann Sons Association Mother's Club	Po Box 1941, San Antonio, TX 78297	TX	1940-05	$0
Subordinate	Order Of The Sons Of Hermann In The State Of Texas Grand Lodge, Hermann Sons Lone Oak Dance Class	Po Box 1941, San Antonio, TX 78297	TX	1940-05	$0
Subordinate	Order Of The Sons Of Hermann In The State Of Texas Grand Lodge, Lee County Hermann Sons School Of Dance	Po Box 1941, San Antonio, TX 78297	TX	1940-05	$0
Subordinate	Order Of The Sons Of Hermann In The State Of Texas Grand Lodge, Shiner Hermann Sons Dance Club	Po Box 1941, San Antonio, TX 78297	TX	1940-05	$0
Subordinate	Order Of The Sons Of Hermann In The State Of Texas	1440 W Zipp Rd, New Braunfels, TX 78130-9049	TX	1972-09	$0
Subordinate	Order Of The Sons Of Hemann In The State Of Texas	Po Box 1941, San Antonio, TX 78297	TX	1940-05	$0
Subordinate	Order Of The Sons Of Hemann In The State Of Texas	Po Box 1058, George West, TX 78022	TX	1940-05	$0
Subordinate	Order Of The Sons Of Hemann In The State Of Texas, Yorktown Hermann Sons School Of Dance	Po Box 1941, San Antonio, TX 78297	TX	1940-05	$0
Subordinate	Order Of The Sons Of Heramnn In The State Of Texas	1945 Lozano Rd, Poteet, TX 78065	TX	1972-09	$0
Subordinate	Order Of The Sons Of Hermann In The State Of Texas Grand Lodge, Bandera County Hermann Sons School Of Dance	Po Box 1941, San Antonio, TX 78297	TX	1940-05	$0

Number of affiliated organizations

Texas

184