Nonprofit · EIN 34-6577472
AMERICAN MUTUAL LIFE ASSOCIATION
Tax-exempt · CLEVELAND, OH 44119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,384,568 | $4,577,182 | -$192,614 | $50,775,221 | $39,221,112 | $11,554,109 |
| December 31, 2024 | 990 | $3,265,710 | $3,660,031 | -$394,321 | $48,892,627 | $37,198,299 | $11,694,328 |
| December 31, 2023 | 990 | $3,229,798 | $3,367,816 | -$138,018 | $47,940,163 | $35,860,192 | $12,079,971 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,850,619
- Investment income
- $2,516,932
- Other revenue
- $17,017
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,411,851
- Compensation of officers, directors and key employees
- $323,358
- Other salaries and wages
- $145,420
- Salaries, compensation and benefits (total)
- $613,248
- Professional fundraising fees
- $0
- Accounting fees
- $96,246
- Occupancy
- $67,637
- Travel
- $5,583
- Depreciation
- $2,386
Balance sheet and other
- Total assets, start of year
- $48,892,627
- Total assets, end of year
- $50,775,221
- Total liabilities, end of year
- $39,221,112
- Net assets, end of year
- $11,554,109
- Land, buildings and equipment
- $160,502
- Publicly traded securities
- $49,596,320
- Gross receipts
- $4,384,568
- Employees
- 7
- Volunteers
- 680
- Year formed
- 1910
- State of legal domicile
- OH
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Timothy J Percic | CEO Trustee or director, Officer, Highest-paid employee | 40 | $148,775 |
| Andrew Hanigosky | CFO Trustee or director, Officer | 40 | $126,260 |
| Joseph G Zab | First Vice President Trustee or director | 4 | $6,545 |
| Alyce Kane | Fraternal Affairs Committee Chair Trustee or director | 4 | $4,845 |
| James Czeck | Second Vice President Trustee or director | 1 | $4,785 |
| Ronald Zab | Finance Committee Chair Trustee or director | 4 | $4,520 |
| Kenneth Shine | Internal Audit Chair Trustee or director | 2 | $4,175 |
| Jaime Loncar | Director Trustee or director | 1 | $4,060 |
| Jacob Young | Director Trustee or director | 1 | $4,025 |
| Kaitlyn Ginter | Director Trustee or director | 1 | $3,903 |
| Cade Jeric | Director Trustee or director | 1 | $3,860 |
| Charles Krzic | Director Trustee or director | 1 | $3,845 |
| Charles Kohli | Director Trustee or director | 1 | $3,760 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Timothy J Percic | CEO Trustee or director, Officer, Highest-paid employee | 40 | $141,397 |
| Andrew Hanigosky | CFO Trustee or director, Officer | 40 | $119,191 |
| Joseph G Zab | First Vice President Trustee or director | 4 | $7,313 |
| Alyce Kane | Fraternal Affairs Committee Chair Trustee or director | 4 | $5,295 |
| James Czeck | Second Vice President Trustee or director | 1 | $4,900 |
| Kaitlyn Ginter | Director Trustee or director | 1 | $4,596 |
| Ronald Zab | Finance Committee Chair Trustee or director | 4 | $4,335 |
| Kenneth Shine | Internal Audit Chair Trustee or director | 2 | $4,200 |
| Charles Krzic | Director Trustee or director | 1 | $4,000 |
| Jaime Loncar | Director Trustee or director | 1 | $3,925 |
| Jacob Young | Director Trustee or director | 1 | $3,800 |
| Cade Jeric | Director Trustee or director | 1 | $3,685 |
| Jim Mannion | Director Trustee or director | 1 | $3,625 |
| Charles Kohli | Director Trustee or director | 1 | $3,625 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Timothy J Percic | CEO Trustee or director, Officer, Highest-paid employee | 40 | $141,601 |
| Andrew Hanigosky | CFO Trustee or director, Officer | 40 | $119,337 |
| Joseph G Zab | First Vice President Trustee or director | 4 | $7,325 |
| James Czeck | Second Vice President Trustee or director | 1 | $5,725 |
| Alyce Kane | Fraternal Affairs Committee Chair Trustee or director | 4 | $5,430 |
| Kaitlin Ginter | Director Trustee or director | 1 | $5,075 |
| Ronald Zab | Finance Committee Chair Trustee or director | 4 | $4,495 |
| Kenneth Shine | Internal Audit Chair Trustee or director | 2 | $4,250 |
| Charles Krzic | Director Trustee or director | 1 | $4,160 |
| Jaime Loncar | Director Trustee or director | 1 | $4,125 |
| Charles Kohli | Director Trustee or director | 1 | $3,800 |
| Jim Mannion | Director Trustee or director | 1 | $3,750 |
| Jacob Young | Director Trustee or director | 1 | $3,725 |
| Cade Jeric | Director Trustee or director | 1 | $3,720 |
Address and contacts
- Address (IRS master file)
- 19424 S WATERLOO RD, CLEVELAND, OH 44119-3250
- Mailing address (990-N for 2025)
- 615 E Meadowlawn Blvd, Seven Hills OH 44131
- Principal officer (990 for 2025)
- Timothy Percic, 19424 S Waterloo Road, Cleveland, OH 44119
- Principal officer (990-N for 2025)
- Lisa Kane, 615 E Meadowlawn Blvd, Seven Hills OH 44131
- Signed the 990
- Timothy Percic, President
- Phone
- (216) 531-1900
- Return prepared by
- Zupka & Associates
Mission
To provide mutual aid, protection and security for members through affordable insurance and stable financial products. To promote, preserve and perpetuate the common bond of Slovenian language, heritage and culture. To sponsor educational scholarships and fraternal activities for the benefit of the members. To support the communities wherein our membership resides through acts of benevolence and volunteerism.
Program accomplishments
- Provided fraternal life insurance benefits programs consisting of over 10,000 policies for over 7,500 members; offered non-qualified annuities and qualified retirement annuities. Continued the sick benefit program to provide some assistance with medical expenses.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-6577472
- 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-N (e-Postcard)
- Group exemption
- 0053 (16 member organizations)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Lisa Kane | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2025 | $4,384,568 | $4,577,182 | $50,775,221 | XML |
| 990-N for 2024 Officer: Lisa Kane | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2024 | $3,265,710 | $3,660,031 | $48,892,627 | XML |
| 990 | December 2023 | $3,229,798 | $3,367,816 | $47,940,163 | XML |
| 990-N for 2022 Officer: Mary Ann Gesing | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2022 | $3,769,322 | $3,748,804 | $47,776,403 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Mary Ann Gesing | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: MaryAnn Gesing | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 34-6577472).
Questions about AMERICAN MUTUAL LIFE ASSOCIATION
- What is the EIN of AMERICAN MUTUAL LIFE ASSOCIATION?
- The employer identification number (EIN) of AMERICAN MUTUAL LIFE ASSOCIATION is 34-6577472.
- Is AMERICAN MUTUAL LIFE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1940.
- Are donations to AMERICAN MUTUAL LIFE ASSOCIATION 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 AMERICAN MUTUAL LIFE ASSOCIATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of AMERICAN MUTUAL LIFE ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN MUTUAL LIFE ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of AMERICAN MUTUAL LIFE ASSOCIATION?
- The 990 for the year ended December 31, 2025 names Timothy Percic.
- Who are the officers and directors of AMERICAN MUTUAL LIFE ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 13 people; 13 received compensation from the organization, the highest $148,775 (Timothy J Percic, CEO).
- How much revenue does AMERICAN MUTUAL LIFE ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,384,568, expenses of $4,577,182 and total assets of $50,775,221 at year end.
Organizations in its group exemption (16)
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537489 · CLEVELAND, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537485 · MENTOR, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537507 · CLEVELAND, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 34-1229962 · SEVEN HILLS, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 34-1302687 · CLEVELAND, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 32-0385242 · YOUNGSTOWN, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537512 · WILOUGHBY HLS, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537514 · CLEVELAND, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537501 · CLEVELAND, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537491 · CLEVELAND, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537525 · CLEVELAND, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 34-1229963 · CLEVELAND, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537487 · CLEVELAND, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537505 · WILLOWICK, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537492 · CLEVELAND, OH · last filed 990-N for 2025
- AMERICAN MUTUAL LIFE ASSOCIATION EIN 23-7537516 · CHARDON, OH · last filed 990-N for 2025
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