WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY (EIN 470339250) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1890

Legal Domicile

Phone

4023421890

Tax Period

2023-01-01 to 2023-12-31

WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY, founded in 1890, is a large national nonprofit that reported $1.1B in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING OUR COMMUNITIES AND COUNTRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $763,394,848

Investment Income $370,471,961

Other Revenue $6,957,889

TOTAL REVENUE $1,140,824,698

Expense Breakdown

Grants Paid $1,043,181

Salaries & Benefits $86,917,123

Fundraising Expenses $0

Other Expenses $100,726,729

TOTAL EXPENSES $1,128,220,493

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,140,824,698	$1,005,480,725	+0.1%
Expenses	$1,128,220,493	$999,313,713	+0.1%
Net Income	$12,604,205	$6,167,012	+1.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✓ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

934

Volunteers

21670

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$13,400,064

Total Directors

$6,167,063

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	PRESIDENT &	50.00	Officer Director	$1,579,192	$97,716	$1,676,908
N/A	PRESIDENT &	50.00	Officer Director	$1,010,233	$75,804	$1,086,037
N/A	EXEC VP CHIE	50.00	Officer Director	$722,201	$247,158	$969,359
N/A	EXEC VP, CFO	50.00	Officer Director	$714,698	$220,365	$935,063
N/A	EXEC VP, CHI	50.00	Officer Director	$635,760	$99,214	$734,974
N/A	REGIONAL DIR	50.00	Highest	$550,909	$155,674	$706,583
N/A	SR. VP, CHIE	50.00	Officer	$432,501	$112,510	$545,011
N/A	VP, CHIEF RI	50.00	Officer	$425,961	$76,109	$502,070
N/A	VP, CORE OPS	50.00	Officer	$330,700	$156,738	$487,438
N/A	VP, CHIEF IN	50.00	Officer	$353,281	$109,840	$463,121
N/A	REGIONAL DIR	50.00	Highest	$400,224	$61,763	$461,987
N/A	SR VP, SALES	50.00	Officer	$341,632	$116,529	$458,161
N/A	SVP GEN COUN	50.00	Officer	$417,743	$33,565	$451,308
N/A	REGIONAL DIR	50.00	Highest	$368,804	$75,833	$444,637
N/A	REGIONAL DIR	50.00	Highest	$352,142	$81,754	$433,896
N/A	VP, CHIEF AC	50.00	Officer	$304,977	$125,569	$430,546
N/A	VP ACTUARY &	50.00	Officer	$322,429	$79,418	$401,847
N/A	REGIONAL DIR	50.00	Highest	$364,485	$32,861	$397,346
N/A	VP, SALES	50.00	Officer	$282,163	$49,421	$331,584
N/A	VP, BUSINESS	5.00	Officer	$306,062	$23,666	$329,728
N/A	DEPUTY GEN C	50.00	Officer	$283,382	$25,692	$309,074
N/A	VP, HUMAN CA	50.00	Officer	$193,122	$115,870	$308,992
N/A	VP, ADDITION	50.00	Officer	$255,565	$49,199	$304,764
N/A	VP, STRATEGI	50.00	Officer	$270,018	$31,800	$301,818
N/A	VP, CHIEF HU	50.00	Officer	$248,014	$49,625	$297,639
N/A	VP, MARKETIN	50.00	Officer	$229,550	$57,611	$287,161
N/A	VP, SECURITY	50.00	Officer	$236,923	$45,883	$282,806
N/A	VP, SALES	50.00	Officer	$223,340	$53,978	$277,318
N/A	SR VP, COO	50.00	Officer	$257,547	$17,788	$275,335
N/A	VP, FRATERNA	50.00	Officer	$213,898	$52,975	$266,873
N/A	VP, WFS OPS	50.00	Officer	$194,315	$61,621	$255,936
N/A	VP, CHIEF CO	50.00	Officer	$192,101	$46,922	$239,023
N/A	VP, STRATEGI	50.00	Officer	$167,176	$22,994	$190,170
N/A	BOARD OF DIR	5.00	Director	$98,938	$0	$98,938
N/A	BOARD OF DIR	5.00	Director	$97,679	$0	$97,679
N/A	BOARD OF DIR	5.00	Director	$87,909	$0	$87,909
N/A	BOARD OF DIR	5.00	Director	$82,688	$0	$82,688
N/A	BOARD OF DIR	5.00	Director	$81,422	$0	$81,422
N/A	BOARD OF DIR	5.00	Director	$80,253	$0	$80,253
N/A	BOARD OF DIR	5.00	Director	$80,174	$0	$80,174
N/A	BOARD OF DIR	5.00	Director	$79,138	$0	$79,138
N/A	BOD, FORMER	5.00	Director	$76,521	$0	$76,521

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,140,824,698	$1,128,220,493	$11,268,038,180	$12,604,205
2022	$1,005,480,725	$999,313,713	$11,059,800,916	$6,167,012
2021	$1,020,619,814	$952,039,406	$11,463,649,522	$68,580,408
2020	$1,012,291,214	$999,853,452	$11,227,563,368	$12,437,762
2019	$1,255,872,705	$1,145,822,975	$11,101,466,158	$110,049,730
2018	$1,049,679,093	$964,452,035	$10,949,510,724	$85,227,058

WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY