Civic Intelligence

Catholic Holy Family Society

990 • Fiscal year 2022 • EIN 36-2201108

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileWWW.CHFSOCIETY.ORG

View Organization Page

PO Box 327Belleville, IL 62222-0327

(618) 233-0286

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

0.95x

Higher debt load relative to assets than 92% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

4.98x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

41st percentile

2.2%

Higher net margin than 41% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

21st percentile

$168,169

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

77th percentile

7.8%

Faster asset growth than 77% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

54th percentile

5.5%

Faster revenue growth than 54% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$195,708,041

Up $14,124,887 (+7.8%) from 2021

Net Assets

Up

$9,957,929

Up $829,771 (+9.1%) from 2021

Liabilities

Up

$185,750,112

Up $13,295,116 (+7.7%) from 2021

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin41st percentile

Revenue

Up

$37,274,607

Up $1,939,294 (+5.5%) from 2021

Expenses

Up

$36,463,320

Up $2,384,803 (+7.0%) from 2021

Net Income

Down

$811,287

Down $445,509 (-35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $101,889,816Liabilities 2010: $93,178,449Net Assets 2010: $8,711,3672010Assets 2011: $110,407,110Liabilities 2011: $103,038,141Net Assets 2011: $7,368,9692011Assets 2012: $120,292,828Liabilities 2012: $113,973,037Net Assets 2012: $6,319,7912012Assets 2013: $126,680,177Liabilities 2013: $122,241,689Net Assets 2013: $4,438,4882013Assets 2014: $132,022,342Liabilities 2014: $127,627,590Net Assets 2014: $4,394,7522014Assets 2015: $135,805,187Liabilities 2015: $130,796,269Net Assets 2015: $5,008,9182015Assets 2016: $142,172,859Liabilities 2016: $136,651,021Net Assets 2016: $5,521,8382016Assets 2017: $147,373,017Liabilities 2017: $141,396,707Net Assets 2017: $5,976,3102017Assets 2018: $151,444,729Liabilities 2018: $144,955,897Net Assets 2018: $6,488,8322018Assets 2019: $161,100,315Liabilities 2019: $153,508,360Net Assets 2019: $7,591,9552019Assets 2020: $169,149,996Liabilities 2020: $161,266,815Net Assets 2020: $7,883,1812020Assets 2021: $181,583,154Liabilities 2021: $172,454,996Net Assets 2021: $9,128,1582021Assets 2022: $195,708,041Liabilities 2022: $185,750,112Net Assets 2022: $9,957,9292022Assets 2023: $201,734,797Liabilities 2023: $189,510,683Net Assets 2023: $12,224,1142023Assets 2024: $211,595,467Liabilities 2024: $198,834,410Net Assets 2024: $12,761,0572024

Highlighted filing

2022

Assets$195,708,041
Liabilities$185,750,112
Net Assets$9,957,929
Open 2022 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $21,703,0102010Expenses 2011: $24,449,6862011Expenses 2012: $26,737,5202012Revenue 2013: $23,966,022Expenses 2013: $24,747,883Net Income 2013: -$781,8612013Revenue 2014: $22,679,024Expenses 2014: $22,851,082Net Income 2014: -$172,0582014Revenue 2015: $21,972,485Expenses 2015: $21,352,575Net Income 2015: $619,9102015Revenue 2016: $25,712,980Expenses 2016: $25,113,677Net Income 2016: $599,3032016Revenue 2017: $23,135,064Expenses 2017: $22,585,663Net Income 2017: $549,4012017Revenue 2018: $23,362,939Expenses 2018: $22,704,113Net Income 2018: $658,8262018Revenue 2019: $27,997,659Expenses 2019: $26,708,944Net Income 2019: $1,288,7152019Revenue 2020: $28,920,933Expenses 2020: $28,793,112Net Income 2020: $127,8212020Revenue 2021: $35,335,313Expenses 2021: $34,078,517Net Income 2021: $1,256,7962021Revenue 2022: $37,274,607Expenses 2022: $36,463,320Net Income 2022: $811,2872022Revenue 2023: $34,099,567Expenses 2023: $31,977,605Net Income 2023: $2,121,9622023Revenue 2024: $40,560,894Expenses 2024: $39,349,506Net Income 2024: $1,211,3882024

Highlighted filing

2022

Revenue$37,274,607
Expenses$36,463,320
Net Income$811,287
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$48,902,336
Mission and Program Overview

Mission

Promoting belief & trust in god; giving members courteous, caring & prompt service; servicing the catholic community through a variety of fraternal programs that encourage member participation; providing security for members and their families with financially sound insurance products.

Promoting belief and trust in god; giving members courteous, caring, and prompt service; and servicing catholic community through a variety of fraternal programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$161,612,930$171,115,551▲ $9,502,621
Investments Program Related$7,253,957$14,163,787▲ $6,909,830
Cash and Non-Interest-Bearing Accounts$7,837,367$6,393,596▼ $1,443,771
Land, Buildings, and Equipment, Net$172,515$141,912▼ $30,603
Accounts Receivable$558,500$69,263▼ $489,237
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$181,583,154$195,708,041▲ $14,124,887
Other Assets Total$4,147,885$3,823,932▼ $323,953
Liabilities
Other Liabilities$172,286,653$185,207,948▲ $12,921,295
Accounts Payable and Accrued Expenses$168,343$542,164▲ $373,821
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$172,454,996$185,750,112▲ $13,295,116
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,128,158$9,957,929▲ $829,771
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$9,128,158$9,957,929▲ $829,771
Total Liabilities and Net Assets / Fund Balance$181,583,154$195,708,041▲ $14,124,887

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$56,330$698,029$754,359
Equipment$0$301,478$301,478
Land$85,582-$85,582
Investment Program Related Org$1,726,522--
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra BouchardPresident/CEOFT$158,951$9,218$168,169
Thomas BrandmeyerPreneed Regional DirectorFT$148,776$8,936$157,712
Darlene RussellPreneed Regional DirectorFT$107,185$7,147$114,332
Craig LiadisPreneed Regional DirectorFT$104,269$9,121$113,390
Whitney MeyerTreasurer(start 8/22)FT$78,776$4,149$82,925
Lisa BrauerCorporate SecretaryFT$61,046$7,043$68,089
Melvin WeckChairman of the BoardPT$7,500-$7,500
B Carson HempenVice Chairman of the Board-$4,500-$4,500
Dana WehDirector-$4,500-$4,500
James J HopperRecording Secretary-$4,500-$4,500
Joseph GasparichDirector-$4,500-$4,500
Joseph Timmermann JrDirector-$4,500-$4,500
Michael S JacksonDirector-$4,500-$4,500
Charles BerkelDirector(left 9/22)-$3,375-$3,375
Geralyn StockDirector(start 10/22)-$1,125-$1,125

Highest Paid Contractors

ContractorServicesLocationCompensation
Aqs Asset Management LLCInvestment Manager5806 MESA DR STE 220, Austin, TX 78731$176,280
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$37,274,607
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$811,287

Audited Revenue Reconciliation

Revenue per Audited Statements
$37,274,607
Total Revenue per Audited Statements
$37,274,607
Total Revenue per Form 990
$37,274,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,435,812
Salaries, Compensation, and Employee Benefits$959,340
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$32,068,168
Fees for Services Accounting---$1,007,703
Current Officers, Directors, Trustees, and Key Employees---$358,183
Other Employee Benefits---$316,003
Fees for Service Investment Mgmnt Fees---$264,303
Advertising---$184,608
Other Salaries and Wages---$143,092
Payroll Taxes---$95,498
Other Expenses---$83,601
Office Expenses---$81,933
Insurance---$78,773
Fees for Services Management---$69,596
Conferences and Meetings---$49,084
Pension Plan Contributions---$46,564
Depreciation Depletion---$18,376
Fees for Services Other---$18,368
Fees for Services Legal---$9,719
Travel---$4,051
Occupancy---$3,548
Total Functional Expenses$0$0$0$36,463,320

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$36,463,320
Total Expenses per Audited Statements$36,463,320
Total Expenses per Form 990$36,463,320
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserves$178,209,223
Contracts$2,690,023
Other Liabilities$2,427,132
Pension Liability$1,881,570
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The investments are managed by an outside company with approvals from the board of directors pursuant to an agreement with the illinois department of insurance.”

Form 990, Part VI, Section A, Line 6

“The organization has more than 27,000 members. You must have a policy to be a member.”

Form 990, Part VI, Section A, Line 7A

“The members elect delegates who then have the authority to vote on any changes to the by-laws”

Form 990, Part VI, Section A, Line 7B

“The members select delegates every 4 years. The delegates have the duty to make any changes to the constitutional bylaws.”

Form 990, Part VI, Section B, Line 11B

“The organization engages an independent accounting firm to prepare form 990. Once prepared, the president/ceo and treasurer review the return and then present to the board of directors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Every year all officers and directors complete written statements of conflict of interest. Directors are required to disclose actual or potential conflict of interest in any transaction for chfs that involves themselves or members of their immediate families. A summary of all the answers from the questionnaire is sent to the directors for review and any relationships are assessed to ensure they are in compliance with the policy. Potential matters under the policy are escalated and reviewed by the board chairman and the president. Directors with any disclosed conflict must refrain from using personal influence in the matter and will recuse themselves from any discussions and/or voting on the matter.”

Form 990, Part VI, Section B, Line 15A

“The board reviews compensation annually to determine the compensation of the president/ceo. The compensation review process was last completed in 2022.”

Form 990, Part VI, Section B, Line 15B

“The compensation review for key employees is performed by the president/ceo annually.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available by approved request.”

Filing and Contact Details

Filer

Filer Name
Catholic Fraternal Life
EIN
36-2201108
In Care Of
% SANDRA H BOUCHARD
Phone
6182330286
Address
PO BOX 327, BELLEVILLE, IL 62222-0327

Signing Officer

Name
Sandra H Bouchard
Title
President/CEO
Phone
2604604000
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra H Bouchard
Formed
1915
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
8
Employees
21
Volunteers
10

Preparer

Firm
Forvis Llp
Address
111 E Wayne St Suite 600, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Nonadmitted assets: 166,326 asset valuation reserve: (151,787) pension benefit obligations: (264,753) total: ($250,214)”

Financial Statement Notes

SCHEDULE D:

“Asc 740 footnote management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Raw XML AppendixShowing 400 of 574 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0168343
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0542164
IRS990/AccountsReceivableGrp/BOYAmt0558500
IRS990/AccountsReceivableGrp/EOYAmt069263
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROMOTING BELIEF AND TRUST IN GOD; GIVING MEMBERS COURTEOUS, CARING, AND PROMPT SERVICE; AND SERVICING CATHOLIC COMMUNITY THROUGH A VARIETY OF FRATERNAL PROGRAMS.
IRS990/AdvertisingGrp/TotalAmt0184608
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt032068168
IRS990/BooksInCareOfDetail/PersonNm0SANDRA H BOUCHARD
IRS990/BooksInCareOfDetail/PhoneNum06182330286
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02021 MASCOUTAH AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BELLEVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd062220
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt07837367
IRS990/CashNonInterestBearingGrp/EOYAmt06393596
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0358183
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt049084
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0176280
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt05806 MESA DR STE 220
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0AUSTIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd078731
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0AQS ASSET MANAGEMENT LLC
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGER
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt032068168
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt03435812
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt037274607
IRS990/CYRevenuesLessExpensesAmt0811287
IRS990/CYSalariesCompEmpBnftPaidAmt0959340
IRS990/CYTotalExpensesAmt036463320
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt037274607
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt018376
IRS990/Desc0PROVIDING MEMBERS AND THEIR FAMILIES WITH FINANCIALLY SOUND INSURANCE PRODUCTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt021
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt036463320
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01007703
IRS990/FeesForServicesLegalGrp/TotalAmt09719
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt069596
IRS990/FeesForServicesOtherGrp/TotalAmt018368
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0264303
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt036.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt136.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt236.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt336.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt436.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt536.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt09218
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18936
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt27147
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt39121
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt44149
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt57043
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0SANDRA BOUCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS BRANDMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm2DARLENE RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm3CRAIG LIADIS
IRS990/Form990PartVIISectionAGrp/PersonNm4WHITNEY MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm5LISA BRAUER
IRS990/Form990PartVIISectionAGrp/PersonNm6MELVIN WECK
IRS990/Form990PartVIISectionAGrp/PersonNm7B CARSON HEMPEN
IRS990/Form990PartVIISectionAGrp/PersonNm8DANA WEH
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES J HOPPER
IRS990/Form990PartVIISectionAGrp/PersonNm10JOSEPH TIMMERMANN JR
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSEPH GASPARICH
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL S JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm13CHARLES BERKEL
IRS990/Form990PartVIISectionAGrp/PersonNm14GERALYN STOCK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0158951
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1148776
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2107185
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3104269
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt478776
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt561046
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt67500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt74500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt84500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt94500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt104500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt114500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt124500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt133375
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt141125
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRENEED REGIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRENEED REGIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRENEED REGIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER(START 8/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt5CORPORATE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR(LEFT 9/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR(START 10/22)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01915
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011627729
IRS990/GrossReceiptsAmt048902336
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt078773
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt07253957
IRS990/InvestmentsProgramRelatedGrp/EOYAmt014163787
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0161612930
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0171115551
IRS990/IRPDocumentCnt0590
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0999507
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0172515
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0141912
IRS990/LandBldgEquipCostOrOtherBssAmt01141419
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011627729
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTING BELIEF AND TRUST IN GOD; GIVING MEMBERS COURTEOUS, CARING AND PROMPT SERVICE; SERVICING THE CATHOLIC COMMUNITY THROUGH A VARIETY OF FRATERNAL PROGRAMS THAT ENCOURAGE MEMBER PARTICIPATION; PROVIDING SECURITY FOR MEMBERS AND THEIR FAMILIES WITH FINANCIALLY SOUND INSURANCE PRODUCTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt09128158
IRS990/NetAssetsOrFundBalancesEOYAmt09957929
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016509
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09128158
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09957929
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt03548
IRS990/OfficeExpensesGrp/TotalAmt081933
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04147885
IRS990/OtherAssetsTotalGrp/EOYAmt03823932
IRS990/OtherChangesInNetAssetsAmt0-250214
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0316003
IRS990/OtherExpensesGrp/Desc0Commissions
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc2FRATERNAL ACTIVITIES
IRS990/OtherExpensesGrp/TotalAmt01428840
IRS990/OtherExpensesGrp/TotalAmt1133309
IRS990/OtherExpensesGrp/TotalAmt283601
IRS990/OtherLiabilitiesGrp/BOYAmt0172286653
IRS990/OtherLiabilitiesGrp/EOYAmt0185207948
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0143092
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt095498
IRS990/PensionPlanContributionsGrp/TotalAmt046564
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SANDRA H BOUCHARD
IRS990/PriorPeriodAdjustmentsAmt0252189
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/BusinessCd1524298
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUMS
IRS990/ProgramServiceRevenueGrp/Desc1INVESTMENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028602284
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18672323
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028602284
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18672323
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt029837497
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt033358
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03428391
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt035301955
IRS990/PYRevenuesLessExpensesAmt01256796
IRS990/PYSalariesCompEmpBnftPaidAmt0812629
IRS990/PYTotalExpensesAmt034078517
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt035335313
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0811287
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt037274607
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt056330
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0698029
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0754359
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0301478
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0301478
IRS990ScheduleD/ExpensesSubtotalAmt036463320
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt012437265
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11726522
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MORTGAGE LOANS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1CONTRACT LOANS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/LandGrp/BookValueAmt085582
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt085582
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0178209223
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11881570
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22690023
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32427132
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CONTRACTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3OTHER LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt037274607

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,708,041
Liabilities
$185,750,112
Net assets
$9,957,929
Revenue
$37,274,607
Expenses
$36,463,320
Net income
$811,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$212$199$12.8$40.6$39.3$1.21
2023Detailed filing. Detailed filing data is available for this year.$202$190$12.2$34.1$32.0$2.12
2022Detailed filing. Detailed filing data is available for this year.$196$186$9.96$37.3$36.5$0.81
2021Detailed filing. Detailed filing data is available for this year.$182$172$9.13$35.3$34.1$1.26
2020Detailed filing. Detailed filing data is available for this year.$169$161$7.88$28.9$28.8$0.13
2019Detailed filing. Detailed filing data is available for this year.$161$154$7.59$28.0$26.7$1.29
2018Detailed filing. Detailed filing data is available for this year.$151$145$6.49$23.4$22.7$0.66
2017Detailed filing. Detailed filing data is available for this year.$147$141$5.98$23.1$22.6$0.55
2016Detailed filing. Detailed filing data is available for this year.$142$137$5.52$25.7$25.1$0.60
2015Detailed filing. Detailed filing data is available for this year.$136$131$5.01$22.0$21.4$0.62
2014Detailed filing. Detailed filing data is available for this year.$132$128$4.39$22.7$22.9$0.17
2013Detailed filing. Detailed filing data is available for this year.$127$122$4.44$24.0$24.7$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$114$6.32$26.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$103$7.37$24.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$93.2$8.71$21.7