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Nonprofit · EIN 74-0817310

HERMANN SONS LIFE

Tax-exempt · SAN ANTONIO, TX 78297

Financials

$19M$22.9M2023$21.2M$22.3M2024
Revenue Expenses · by fiscal year end
Financials of HERMANN SONS LIFE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$21,177,074$22,266,133-$1,089,059$258,208,075$238,478,199$19,729,876
December 31, 2023990$18,960,366$22,903,078-$3,942,712$247,910,938$241,433,051$6,477,887
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$14,126
Program service revenue
$7,675,701
Investment income
$11,493,665
Net gain from sales of assets
-$57,594
Tax-exempt bond proceeds
$11,551,259
Other revenue
$1,993,582

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$14,559,212
Other salaries and wages
$3,042,242
Salaries, compensation and benefits (total)
$3,709,664
Professional fundraising fees
$0
Legal fees
$1,128,886
Accounting fees
$277,045
Occupancy
$100,898
Travel
$27,375
Depreciation
$377,471

Balance sheet and other

Total assets, start of year
$247,910,938
Total assets, end of year
$258,208,075
Total liabilities, end of year
$238,478,199
Net assets, end of year
$19,729,876
Land, buildings and equipment
$18,434,052
Publicly traded securities
$217,156,273
Gross receipts
$33,789,371
Employees
223
Volunteers
0
Year formed
1891
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
TERESA SAATHOFFVICE PRESIDENT OF SALES
Highest-paid employee
45$143,634$44,604
ROBIN L CZARNEKPRESIDENT AND CEO
Officer
45$175,806$8,270
CECILY KELLYVICE PRESIDENT MEMBER BENEFITS
Highest-paid employee
45$140,742$34,786
SAMANTHA KELLEYVP OF OPERATIONS AND COO
Officer
45$138,907$33,921
JON THOMPSONDIRECTOR OF IT
Highest-paid employee
45$110,548$12,926
GERALD ZIEMNICKIDIRECTOR
Trustee or director
5$7,899$0
LAURA ANN TIFFAN DIRECTORDIRECTOR
Trustee or director
5$7,437$0
KIMBERLY ANN KRUEGERDIRECTOR-CHAIRPERSON
Trustee or director
5$6,432$0
DAVID WILLIAM WOLFDIRECTOR-VICE CHAIR
Trustee or director
5$5,574$0
DAVID R NOAKDIRECTOR
Trustee or director
5$5,574$0
STANLEY L STEIGERDIRECTOR
Trustee or director
5$5,574$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensationOther / benefits
ROBIN L CZARNEKPRESIDENT AND CEO
Officer
45$166,761$22,027
TERESA SAATHOFFVICE PRESIDENT OF SALES
Officer
45$141,342$15,463
SAMANTHA KELLEYVP OF OPERATIONS AND COO
Officer
45$131,092$17,264
CECILY KELLYVICE PRESIDENT MEMBER BENE
Officer
45$137,807$10,076
JON THOMPSONDIRECTOR OF IT
Highest-paid employee
45$109,171$11,808
REBECCA T HENLEYVP OF OPERATIONS AND COO
Officer
45$106,537$12,751
KIMBERLY ANN KRUEGERDIRECTOR-CHAIRPERSON
Trustee or director
5$6,432$0
DAVID WILLIAM WOLFDIRECTOR-VICE CHAIR
Trustee or director
5$5,574$0
LAURA ANN TIFFAN DIRECTORDIRECTOR
Trustee or director
5$5,574$0
DAVID R NOAKDIRECTOR
Trustee or director
5$5,574$0
STANLEY L STEIGERDIRECTOR
Trustee or director
5$5,574$0
GERALD ZIEMNICKIDIRECTOR
Trustee or director
5$5,574$0

Address and contacts

Address (IRS master file)
PO BOX 1941, SAN ANTONIO, TX 78297-1941
Principal officer (990 for 2024)
ROBIN CZARNEK, PO BOX 1941, SAN ANTONIO, TX 782971941
Signed the 990
ROBIN CZARNEK, CEO
Phone
(210) 226-9261
Return prepared by
CALHOUN THOMSON MATZA LLP

Mission

FRATERNAL BENEFIT SOCIETY - ORGANIZATION'S MISSION IS COMMUNITY SERVICE THROUGH LODGE SERVICE.

990 for the year ended December 31, 2024

Program accomplishments

  • INSURANCE BENEFIT PROGRAMS: FRATERNAL INSURANCE - 60,361 MEMBERS IN 105 FRATERNAL LODGES AND 64,960 CERTIFICATES PROVIDING DEATH, ENDOWMENT AND ANNUITY BENEFITS.
  • HERMANN SONS LIFE RETIREMENT HOME PRIMARILY SUBSIDIZES INDEPENDENT LIVING FACILITIES FOR A DEFINED NUMBER OF ELIGIBLE MEMBERS OVER THE AGE OF 65.
  • YOUTH ACTIVITIES: TWO CAMPS AVAILABLE FOR JUNIOR MEMBERS TO ATTEND WEEKLY SESSIONS DURING THE SUMMER MONTHS FOR AGE 9 TO 13. CAMPERS PARTICIPATE IN VARIETY OF FUN AND CHALLENGING ACTIVITIES. THE PROGRAM EMPHASIZES ON STRONG COMMUNITY AND DEVELOPING SOCIAL INTERACTION SKILLS THROUGH ACTIVITIES, GROUP SEATINGS, FAMILY-STYLE MEALS, ETC. SCHOOLS OF DANCE ARE LOCATED IN 32 TEXAS COMMUNITIES. DANCE CLASSES FOR YOUTH AGES 3 TO 17 IN TAP, BALLET, AND JAZZ. AT SCHOOL YEAR END, A RECITAL WITH DANCERS IN COSTUMES. OTHER OPPORTUNITIES TO PERFORM ARE HELD WITHIN EACH COMMUNITY EVENTS DURING THE YEAR.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
74-0817310
Tax-exempt status
501(c)(8): Fraternal beneficiary society
Donations deductible (Pub 78)
Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes
Exempt since
1940
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
0174 (122 member organizations)
Assets (IRS master file)
$258,208,075
Income (IRS master file)
$33,789,371

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$21,177,074$22,266,133$258,208,075XML
990December 2023$18,960,366$22,903,078$247,910,938XML
990December 2022$22,634,964$24,061,899$255,635,990IRS
990December 2021$23,747,654$27,079,824$261,680,338IRS
990December 2020$22,588,452$22,711,117$262,043,324IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-0817310).

Questions about HERMANN SONS LIFE

What is the EIN of HERMANN SONS LIFE?
The employer identification number (EIN) of HERMANN SONS LIFE is 74-0817310.
Is HERMANN SONS LIFE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1940.
Are donations to HERMANN SONS LIFE tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes).
Which annual return does HERMANN SONS LIFE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HERMANN SONS LIFE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERMANN SONS LIFE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HERMANN SONS LIFE?
The 990 for the year ended December 31, 2024 names ROBIN CZARNEK.
Who are the officers and directors of HERMANN SONS LIFE?
The 990 for the year ended December 31, 2024 lists 11 people; 11 received compensation from the organization, the highest $143,634 (TERESA SAATHOFF, VICE PRESIDENT OF SALES).
How much revenue does HERMANN SONS LIFE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $21,177,074, expenses of $22,266,133 and total assets of $258,208,075 at year end.

Organizations in its group exemption (122)

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