Civic Intelligence

Western Catholic Union

990 • Fiscal year 2022 • EIN 37-0580740

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 14, 2023

Organization ProfileWWW.WCULIFE.ORG

View Organization Page

510 Maine StreetQuincy, IL 62301

(217) 223-9721

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.96x

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

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

Liabilities / Revenue

88th percentile

5.16x

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

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

Net Margin

47th percentile

4.4%

Higher net margin than 47% of similar nonprofits.

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

Top Officer Pay

16th percentile

$108,078

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

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

Asset Growth

36th percentile

-4.8%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

96th percentile

136%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$186,673,841

Down $9,465,738 (-4.8%) from 2021

Net Assets

Up

$7,351,948

Up $988,851 (+16%) from 2021

Liabilities

Down

$179,321,893

Down $10,454,589 (-5.5%) from 2021

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin47th percentile

Revenue

Up

$34,773,386

Up $20,055,614 (+136%) from 2021

Expenses

Up

$33,237,131

Up $17,407,904 (+110%) from 2021

Net Income

Up

$1,536,255

Up $2,647,710 (+238%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$300M$200M$100M$0Assets 2010: $193,641,620Liabilities 2010: $55,352,691Net Assets 2010: $138,288,9292010Assets 2011: $209,884,395Liabilities 2011: $56,833,984Net Assets 2011: $153,050,4112011Assets 2012: $224,691,943Liabilities 2012: $41,795,528Net Assets 2012: $182,896,4152012Assets 2013: $200,307,581Liabilities 2013: $35,262,907Net Assets 2013: $165,044,6742013Assets 2014: $184,016,157Liabilities 2014: $175,384,045Net Assets 2014: $8,632,1122014Assets 2015: $177,684,703Liabilities 2015: $168,610,995Net Assets 2015: $9,073,7082015Assets 2016: $181,951,865Liabilities 2016: $173,094,823Net Assets 2016: $8,857,0422016Assets 2017: $181,178,195Liabilities 2017: $173,128,797Net Assets 2017: $8,049,3982017Assets 2018: $189,343,893Liabilities 2018: $181,269,021Net Assets 2018: $8,074,8722018Assets 2019: $220,366,184Liabilities 2019: $216,682,543Net Assets 2019: $3,683,6412019Assets 2020: $212,291,969Liabilities 2020: $205,449,295Net Assets 2020: $6,842,6742020Assets 2021: $196,139,579Liabilities 2021: $189,776,482Net Assets 2021: $6,363,0972021Assets 2022: $186,673,841Liabilities 2022: $179,321,893Net Assets 2022: $7,351,9482022Assets 2023: $183,108,342Liabilities 2023: $175,404,426Net Assets 2023: $7,703,9162023Assets 2024: $178,069,917Liabilities 2024: $169,954,379Net Assets 2024: $8,115,5382024

Highlighted filing

2022

Assets$186,673,841
Liabilities$179,321,893
Net Assets$7,351,948
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$100M$50M$0-$50MExpenses 2010: $47,755,0262010Expenses 2011: $22,358,0942011Expenses 2012: $23,515,8422012Revenue 2013: $19,316,696Expenses 2013: $36,451,261Net Income 2013: -$17,134,5652013Revenue 2014: $18,395,935Expenses 2014: $17,760,449Net Income 2014: $635,4862014Revenue 2015: $23,869,733Expenses 2015: $22,806,821Net Income 2015: $1,062,9122015Revenue 2016: $30,470,102Expenses 2016: $30,724,341Net Income 2016: -$254,2392016Revenue 2017: $29,224,794Expenses 2017: $29,853,509Net Income 2017: -$628,7152017Revenue 2018: $41,390,762Expenses 2018: $40,917,480Net Income 2018: $473,2822018Revenue 2019: $62,625,218Expenses 2019: $66,409,683Net Income 2019: -$3,784,4652019Revenue 2020: $29,558,364Expenses 2020: $25,741,762Net Income 2020: $3,816,6022020Revenue 2021: $14,717,772Expenses 2021: $15,829,227Net Income 2021: -$1,111,4552021Revenue 2022: $34,773,386Expenses 2022: $33,237,131Net Income 2022: $1,536,2552022Revenue 2023: $48,814,232Expenses 2023: $48,028,581Net Income 2023: $785,6512023Revenue 2024: $39,880,577Expenses 2024: $39,057,274Net Income 2024: $823,3032024

Highlighted filing

2022

Revenue$34,773,386
Expenses$33,237,131
Net Income$1,536,255
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 14, 2023
Return Version
2022v5.0
Gross Receipts
$102,618,749
Mission and Program Overview

Mission

Fraternal insurance organization

Fraternal benefit society offering life insurance and annuity plans to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$178,120,868$163,386,010▼ $14,734,858
Other Notes and Loans Receivable, Net$11,885,511$13,880,613▲ $1,995,102
Rtn Earn Endowment Incm Other Fnds$6,363,097$7,351,948▲ $988,851
Savings and Temporary Cash Investments$1,644,438$3,041,666▲ $1,397,228
Cash and Non-Interest-Bearing Accounts$968,839$2,634,192▲ $1,665,353
Land, Buildings, and Equipment, Net$735,619$699,477▼ $36,142
Investments Other Securities$72,559$38,871▼ $33,688
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$196,139,579$186,673,841▼ $9,465,738
Other Assets Total$2,711,745$2,993,012▲ $281,267
Liabilities
Other Liabilities$189,594,572$179,029,740▼ $10,564,832
Accounts Payable and Accrued Expenses$161,341$273,501▲ $112,160
Deferred Revenue$20,569$18,652▼ $1,917
Total Liabilities$189,776,482$179,321,893▼ $10,454,589
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,363,097$7,351,948▲ $988,851
Total Liabilities and Net Assets / Fund Balance$196,139,579$186,673,841▼ $9,465,738

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$690,058$674,005$1,364,063
Equipment$4,469$800,456$804,925
Land$4,950-$4,950
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan HulettRegional Sales ManagerFT$102,084$5,994$108,078
Matthew BainbridgeSecretaryFT$80,410$15,709$96,119
Sherri SchaeferChairwoman, Interim PresidentPT$40,800-$40,800
August BoessenTrustee-$9,600-$9,600
David HuttTrustee-$9,600-$9,600
James ObertTrustee-$9,600-$9,600
John PranglTrustee-$9,600-$9,600
Linda MooreTrustee-$9,600-$9,600
Michael BickhausTrustee-$9,600-$9,600
Philip Hildebrand JrTrustee-$9,600-$9,600
Robert MooreTrustee-$9,600-$9,600
Blake DoaneTrustee-$6,800-$6,800

Highest Paid Contractors

ContractorServicesLocationCompensation
Aqs Asset Management LccAsset Management5806 MESA DR, Austin, TX 78731$245,161
Miller & Newberg INCActuarial7304 W 130TH ST SUITE 370, Overland Park, KS 66213$228,506
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,568,265
Investment Income
$7,560,753
Other Revenue
$644,368
Change in Net Assets
$1,536,255

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,335,900
Revenue Not Reported on Financial Statements
$-562,514
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-562,514
Total Revenue per Audited Statements
$35,335,900
Total Revenue per Form 990
$34,773,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$887,362
Grants and Similar Amounts Paid$17,000
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-6,523,189

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$38,855,958
Fees for Service Investment Mgmnt Fees---$728,646
Other Salaries and Wages---$479,718
Fees for Services Other---$315,015
Current Officers, Directors, Trustees, and Key Employees---$220,519
Other Employee Benefits---$98,659
Fees for Services Accounting---$70,758
Office Expenses---$70,553
Payroll Taxes---$50,508
Pension Plan Contributions---$37,958
Occupancy---$24,000
Grants to Domestic Individuals---$17,000
Information Technology---$9,600
Fees for Services Legal---$7,433
Advertising---$112
Other Expenses---$-1,067,353
All Other Expenses---$-7,929,439
Total Functional Expenses$0$0$0$33,237,131

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$33,799,645
Total Expenses per Audited Statements$33,799,645
Total Expenses per Form 990$33,237,131
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-562,514
Other Expense Adjustments$-562,514
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserves$165,791,528
Claims Liability$4,403,096
Interest Maintence Reserve$4,317,113
Deposit Type Contracts$2,872,320
Asset Valuation Reserve$1,038,089
Expense Allowance Deficiency Reserve$270,176
Commissions Payable$215,376
Refunds Payable$75,000
Employee Post Retirement Health$47,042
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The western catholic union is a not-for-profit fraternal benefit society with 20,386 members at the close of business on december 31, 2022.”

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

“The board can be up to 12 members consisting of the president, up to 10 trustees elected by the national council, which is a body elected by the delegates, and the board of trustees may appoint 1 trustee to fill needed expertise to satisfy good governance practices. The board of trustees may appoint trustees to fill vacated positions. The national council meets at the quadrennial convention or upon petition by the majority of the members of board of trustees.”

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

“The society distributes the 990 to the entire board electronically via box.com prior to filing.”

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

“The board of trustees fill out conflict of interest statements annually and submit them to the secretary. New board members complete them soon after election or appointment. Employees fill out conflict of interest statements annually and submit them to the president, usually in january.”

Form 990, Part VI, Section B, Line 15

“The executive advisory committee of the board reviews the president's compensation. The full board establishes compensation, bonuses and raises for the president and reviews salaries over $40k annually.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Western Catholic Union
EIN
37-0580740
Phone
2172239721
Address
510 MAINE STREET, QUINCY, IL 62301

Signing Officer

Name
Sherri Schaefer
Title
Interim President
Phone
2172239721
Signed
2023-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherri Schaefer
Formed
1877
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
9
Employees
14
Volunteers
21,262

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
3200 ROBBINS ROAD STE 200A, SPRINGFIELD, IL 62704
Preparer
Kirsten Kienzler
Phone
2177890960
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in nonadmittted assets 161,324. Change in avr -71,829. Change in fraternal death benefit program -406,218. Change in surplus due to reinsurance -59,193.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year”

Financial Statement Notes

PART X, LINE 2:

“The society is exempt from federal income tax under the provisions of section 501(c)(8) of the internal revenue code and is not considered a private foundation. The society has recognized in the financial statements the effects of all tax positions and continually evaluates expiring statutes of limitations, audits, changes in tax law, and new authoritative rulings. The society is not aware of any circumstances or events that make it reasonably possible that unrecognized tax benefits may increase or decrease within 12 months of the date of the statements of financial position. Penalties and interest assessed by taxing authorities are included in general expenses, if applicable. There were no interest or penalties paid during fiscal year 2022 and 2021. The society files form 990 annually in the federal jurisdiction.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses 443,151. Commission and expense allowances 61,688. Transfers to imr -1,067,353.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment expenses 443,151. Commission and expense allowances 61,688. Transfers to imr -1,067,353.”

Raw XML AppendixShowing 400 of 457 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11REGIONAL SALES MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01877
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1067353
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt017000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt066778010
IRS990/GrossReceiptsAmt0102618749
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt09600
IRS990/InvestmentIncomeGrp/ExclusionAmt08628106
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08628106
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt072559
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt038871
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0178120868
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0163386010
IRS990/IRPDocumentCnt03636
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01474461
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0735619
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0699477
IRS990/LandBldgEquipCostOrOtherBssAmt02173938
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt067845363
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ATTEND TO THE FRATERNAL, FINANCIAL AND SPIRITUAL WELL-BEING OF THE MEMBERS OF THE WESTERN CATHOLIC UNION BY OFFERING THEM THE GREATEST NUMBER OF SOCIAL AND SPIRITUAL OPPORTUNITIES POSSIBLE AND TO KEEP OUR MEMBERS SAFE AND SECURE WITH THE BEST INSURANCE PRODUCTS AVAILABLE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06363097
IRS990/NetAssetsOrFundBalancesEOYAmt07351948
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1067353
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1067353
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-171488
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt024000
IRS990/OfficeExpensesGrp/TotalAmt070553
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02711745
IRS990/OtherAssetsTotalGrp/EOYAmt02993012
IRS990/OtherChangesInNetAssetsAmt0-375916
IRS990/OtherEmployeeBenefitsGrp/TotalAmt098659
IRS990/OtherExpensesGrp/Desc0COMMISSIONS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2REGULATORY EXPENSES
IRS990/OtherExpensesGrp/Desc3LOSSES TRANSFERRED TO I
IRS990/OtherExpensesGrp/TotalAmt0960136
IRS990/OtherExpensesGrp/TotalAmt1229754
IRS990/OtherExpensesGrp/TotalAmt257596
IRS990/OtherExpensesGrp/TotalAmt3-1067353
IRS990/OtherLiabilitiesGrp/BOYAmt0189594572
IRS990/OtherLiabilitiesGrp/EOYAmt0179029740
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0AMORTIZATION OF IMR
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0615374
IRS990/OtherRevenueMiscGrp/ExclusionAmt128994
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0615374
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt128994
IRS990/OtherRevenueTotalAmt0644368
IRS990/OtherSalariesAndWagesGrp/TotalAmt0479718
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt011885511
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt013880613
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt050508
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt037958
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHERRI SCHAEFER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524113
IRS990/ProgramServiceRevenueGrp/BusinessCd1524113
IRS990/ProgramServiceRevenueGrp/Desc0INSURANCE PREMIUMS
IRS990/ProgramServiceRevenueGrp/Desc1COMMISSION ALLOWANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026114380
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1453885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026114380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1453885
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025559171
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt015000
IRS990/PYInvestmentIncomeAmt08083217
IRS990/PYOtherExpensesAmt0-10764017
IRS990/PYOtherRevenueAmt0536951
IRS990/PYProgramServiceRevenueAmt06097604
IRS990/PYRevenuesLessExpensesAmt0-1111455
IRS990/PYSalariesCompEmpBnftPaidAmt01019073
IRS990/PYTotalExpensesAmt015829227
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014717772
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01536255
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06363097
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07351948
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01644438
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03041666
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0690058
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0674005
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01364063
IRS990ScheduleD/EquipmentGrp/BookValueAmt04469
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0800456
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0804925
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-562514
IRS990ScheduleD/ExpensesSubtotalAmt033799645
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt04950
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04950
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-562514
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0165791528
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12872320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24403096
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt375000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt44317113
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51038089
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt647042
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt7215376
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt8270176
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEPOSIT TYPE CONTRACTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3REFUNDS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4INTEREST MAINTENCE RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5ASSET VALUATION RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6EMPLOYEE POST RETIREMENT HEALTH
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7COMMISSIONS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc8EXPENSE ALLOWANCE DEFICIENCY RESERVE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-562514
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-562514
IRS990ScheduleD/RevenueSubtotalAmt035335900
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(8) OF THE INTERNAL REVENUE CODE AND IS NOT CONSIDERED A PRIVATE FOUNDATION. THE SOCIETY HAS RECOGNIZED IN THE FINANCIAL STATEMENTS THE EFFECTS OF ALL TAX POSITIONS AND CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE SOCIETY IS NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT UNRECOGNIZED TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE DATE OF THE STATEMENTS OF FINANCIAL POSITION. PENALTIES AND INTEREST ASSESSED BY TAXING AUTHORITIES ARE INCLUDED IN GENERAL EXPENSES, IF APPLICABLE. THERE WERE NO INTEREST OR PENALTIES PAID DURING FISCAL YEAR 2022 AND 2021. THE SOCIETY FILES FORM 990 ANNUALLY IN THE FEDERAL JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES 443,151. COMMISSION AND EXPENSE ALLOWANCES 61,688. TRANSFERS TO IMR -1,067,353.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES 443,151. COMMISSION AND EXPENSE ALLOWANCES 61,688. TRANSFERS TO IMR -1,067,353.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0699477
IRS990ScheduleD/TotalExpensesPerForm990Amt033237131
IRS990ScheduleD/TotalLiabilityAmt0179029740
IRS990ScheduleD/TotalRevenuePerForm990Amt034773386
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt035335900
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt033799645
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt023
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY AWARDS SCHOLARSHIPS FOR GRADE SCHOOL, HIGH SCHOOL, AND A LOCAL CATHOLIC UNIVERSITY. INDIVIDUALS MUST SUBMIT AN APPLICATION WHICH IS REVIEWED AND APPROVED PRIOR TO AWARDING THE ASSISTANCE. APPLICATIONS ARE KEPT ON FILE FOR MORE THAN 24 MONTHS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WESTERN CATHOLIC UNION IS A NOT-FOR-PROFIT FRATERNAL BENEFIT SOCIETY WITH 20,386 MEMBERS AT THE CLOSE OF BUSINESS ON DECEMBER 31, 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD CAN BE UP TO 12 MEMBERS CONSISTING OF THE PRESIDENT, UP TO 10 TRUSTEES ELECTED BY THE NATIONAL COUNCIL, WHICH IS A BODY ELECTED BY THE DELEGATES, AND THE BOARD OF TRUSTEES MAY APPOINT 1 TRUSTEE TO FILL NEEDED EXPERTISE TO SATISFY GOOD GOVERNANCE PRACTICES. THE BOARD OF TRUSTEES MAY APPOINT TRUSTEES TO FILL VACATED POSITIONS. THE NATIONAL COUNCIL MEETS AT THE QUADRENNIAL CONVENTION OR UPON PETITION BY THE MAJORITY OF THE MEMBERS OF BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOCIETY DISTRIBUTES THE 990 TO THE ENTIRE BOARD ELECTRONICALLY VIA BOX.COM PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES FILL OUT CONFLICT OF INTEREST STATEMENTS ANNUALLY AND SUBMIT THEM TO THE SECRETARY. NEW BOARD MEMBERS COMPLETE THEM SOON AFTER ELECTION OR APPOINTMENT. EMPLOYEES FILL OUT CONFLICT OF INTEREST STATEMENTS ANNUALLY AND SUBMIT THEM TO THE PRESIDENT, USUALLY IN JANUARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE ADVISORY COMMITTEE OF THE BOARD REVIEWS THE PRESIDENT'S COMPENSATION. THE FULL BOARD ESTABLISHES COMPENSATION, BONUSES AND RAISES FOR THE PRESIDENT AND REVIEWS SALARIES OVER $40K ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN NONADMITTTED ASSETS 161,324. CHANGE IN AVR -71,829. CHANGE IN FRATERNAL DEATH BENEFIT PROGRAM -406,218. CHANGE IN SURPLUS DUE TO REINSURANCE -59,193.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0196139579
IRS990/TotalAssetsEOYAmt0186673841
IRS990/TotalAssetsGrp/BOYAmt0196139579
IRS990/TotalAssetsGrp/EOYAmt0186673841
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/TotalAmt033237131
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0189776482
IRS990/TotalLiabilitiesEOYAmt0179321893
IRS990/TotalLiabilitiesGrp/BOYAmt0189776482
IRS990/TotalLiabilitiesGrp/EOYAmt0179321893
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06363097

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$186,673,841
Liabilities
$179,321,893
Net assets
$7,351,948
Revenue
$34,773,386
Expenses
$33,237,131
Net income
$1,536,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$178$170$8.12$39.9$39.1$0.82
2023Detailed filing. Detailed filing data is available for this year.$183$175$7.70$48.8$48.0$0.79
2022Detailed filing. Detailed filing data is available for this year.$187$179$7.35$34.8$33.2$1.54
2021Detailed filing. Detailed filing data is available for this year.$196$190$6.36$14.7$15.8$1.11
2020Detailed filing. Detailed filing data is available for this year.$212$205$6.84$29.6$25.7$3.82
2019Detailed filing. Detailed filing data is available for this year.$220$217$3.68$62.6$66.4$3.78
2018Detailed filing. Detailed filing data is available for this year.$189$181$8.07$41.4$40.9$0.47
2017Detailed filing. Detailed filing data is available for this year.$181$173$8.05$29.2$29.9$0.63
2016Detailed filing. Detailed filing data is available for this year.$182$173$8.86$30.5$30.7$0.25
2015Detailed filing. Detailed filing data is available for this year.$178$169$9.07$23.9$22.8$1.06
2014Detailed filing. Detailed filing data is available for this year.$184$175$8.63$18.4$17.8$0.64
2013Detailed filing. Detailed filing data is available for this year.$200$35.3$165$19.3$36.5$17.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$225$41.8$183$23.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$210$56.8$153$22.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$55.4$138$47.8