Civic Intelligence

Catholic Life Insurance

EIN 74-0548665 • 501(c)8 • San Antonio, TX

View Organization Page

Profile

A fraternal benefit society which provides life, whole life, and universal life certificates, and annuity contracts to its members

1635 NE Loop 410 Suite 400San Antonio, TX 78209

www.catholiclifeinsurance.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.91x

Higher debt load relative to assets than 85% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

10.17x

Higher debt load relative to revenue than 81% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Net Margin

32nd percentile

2.2%

Higher net margin than 32% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$672,962

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

$1B+ nonprofits • Source year 2022

Asset Growth

15th percentile

-1.7%

Faster asset growth than 15% of similar nonprofits.

$1B+ nonprofits • Annualized from 2022 to 2024

Revenue Growth

17th percentile

-1.3%

Faster revenue growth than 17% of similar nonprofits.

$1B+ nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$1,233,652,419

Down $31,459,388 (-2.5%) from 2023

Liabilities

Down

$1,117,766,101

Down $33,016,165 (-2.9%) from 2023

Net Assets

Up

$115,886,318

Up $1,556,777 (+1.4%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin32nd percentile

Revenue

Down

$109,863,065

Down $42,916,181 (-28%) from 2023

Expenses

Down

$107,484,293

Down $41,061,984 (-28%) from 2023

Net Income

Down

$2,378,772

Down $1,854,197 (-44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5B$1.0B$500M$0Assets 2010: $851,337,726Liabilities 2010: $790,778,288Net Assets 2010: $60,559,4382010Assets 2011: $921,362,366Liabilities 2011: $856,580,230Net Assets 2011: $64,782,1362011Assets 2012: $977,867,016Liabilities 2012: $907,403,219Net Assets 2012: $70,463,7972012Assets 2013: $1,019,070,981Liabilities 2013: $943,808,840Net Assets 2013: $75,262,1412013Assets 2014: $1,064,943,224Liabilities 2014: $986,447,632Net Assets 2014: $78,495,5922014Assets 2015: $1,101,409,153Liabilities 2015: $1,017,685,058Net Assets 2015: $83,724,0952015Assets 2016: $1,153,734,920Liabilities 2016: $1,066,676,175Net Assets 2016: $87,058,7452016Assets 2017: $1,178,251,273Liabilities 2017: $1,087,193,823Net Assets 2017: $91,057,4502017Assets 2018: $1,191,991,110Liabilities 2018: $1,094,168,974Net Assets 2018: $97,822,1362018Assets 2019: $1,207,953,221Liabilities 2019: $1,104,699,746Net Assets 2019: $103,253,4752019Assets 2020: $1,234,007,036Liabilities 2020: $1,128,176,219Net Assets 2020: $105,830,8172020Assets 2021: $1,259,804,171Liabilities 2021: $1,150,819,962Net Assets 2021: $108,984,2092021Assets 2022: $1,276,938,142Liabilities 2022: $1,165,800,833Net Assets 2022: $111,137,3092022Assets 2023: $1,265,111,807Liabilities 2023: $1,150,782,266Net Assets 2023: $114,329,5412023Assets 2024: $1,233,652,419Liabilities 2024: $1,117,766,101Net Assets 2024: $115,886,3182024

Highlighted filing

2024

Assets$1,233,652,419
Liabilities$1,117,766,101
Net Assets$115,886,318
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$150M$100M$50M$0Expenses 2010: $140,604,2612010Expenses 2011: $126,621,7712011Revenue 2012: $116,458,657Expenses 2012: $107,739,653Net Income 2012: $8,719,0042012Revenue 2013: $107,049,766Expenses 2013: $99,558,214Net Income 2013: $7,491,5522013Revenue 2014: $114,548,914Expenses 2014: $104,030,132Net Income 2014: $10,518,7822014Revenue 2015: $114,026,492Expenses 2015: $106,436,053Net Income 2015: $7,590,4392015Revenue 2016: $123,014,741Expenses 2016: $116,604,789Net Income 2016: $6,409,9522016Revenue 2017: $108,962,097Expenses 2017: $100,716,769Net Income 2017: $8,245,3282017Revenue 2018: $105,345,882Expenses 2018: $99,247,406Net Income 2018: $6,098,4762018Revenue 2019: $105,005,384Expenses 2019: $99,119,840Net Income 2019: $5,885,5442019Revenue 2020: $115,301,097Expenses 2020: $112,486,710Net Income 2020: $2,814,3872020Revenue 2021: $118,816,051Expenses 2021: $113,840,701Net Income 2021: $4,975,3502021Revenue 2022: $112,709,879Expenses 2022: $108,335,852Net Income 2022: $4,374,0272022Revenue 2023: $152,779,246Expenses 2023: $148,546,277Net Income 2023: $4,232,9692023Revenue 2024: $109,863,065Expenses 2024: $107,484,293Net Income 2024: $2,378,7722024

Highlighted filing

2024

Revenue$109,863,065
Expenses$107,484,293
Net Income$2,378,772
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,233,652,419
Liabilities
$1,117,766,101
Net assets
$115,886,318
Revenue
$109,863,065
Expenses
$107,484,293
Net income
$2,378,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,234$1,118$116$110$107$2.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,265$1,151$114$153$149$4.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,277$1,166$111$113$108$4.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,260$1,151$109$119$114$4.98
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,234$1,128$106$115$112$2.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,208$1,105$103$105$99.1$5.89
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,192$1,094$97.8$105$99.2$6.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,178$1,087$91.1$109$101$8.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,154$1,067$87.1$123$117$6.41
2015Detailed filing. Detailed filing data is available for this year.$1,101$1,018$83.7$114$106$7.59
2014Detailed filing. Detailed filing data is available for this year.$1,065$986$78.5$115$104$10.5
2013Detailed filing. Detailed filing data is available for this year.$1,019$944$75.3$107$99.6$7.49
2012Summary only. Only limited summary data is available for this year.$978$907$70.5$116$108$8.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$921$857$64.8$127
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$851$791$60.6$141
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$191,470,668
Mission and Program Overview

Mission

A fraternal benefit society which provides life, whole life, and universal life certificates, and annuity contracts to its members

Catholic life insurance is a fraternal benefit society that offers life insurance, retirement products and medicare supplement insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,188,162,242$1,217,504,443▲ $29,342,201
Rtn Earn Endowment Incm Other Fnds$108,984,209$111,137,309▲ $2,153,100
Investments Other Securities$21,142,012$32,874,455▲ $11,732,443
Accounts Receivable$12,552,940$13,294,911▲ $741,971
Land, Buildings, and Equipment, Net$5,936,998$5,622,701▼ $314,297
Other Notes and Loans Receivable, Net$5,548,884$5,551,950▲ $3,066
Cash and Non-Interest-Bearing Accounts$26,287,821$1,905,933▼ $24,381,888
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$1,259,804,171$1,276,938,142▲ $17,133,971
Other Assets Total$173,274$183,749▲ $10,475
Liabilities
Other Liabilities$1,149,013,105$1,164,110,796▲ $15,097,691
Accounts Payable and Accrued Expenses$1,806,857$1,690,037▼ $116,820
Total Liabilities$1,150,819,962$1,165,800,833▲ $14,980,871
Net Assets / Fund Balance
Total Net Assets Fund Balance$108,984,209$111,137,309▲ $2,153,100
Total Liabilities and Net Assets / Fund Balance$1,259,804,171$1,276,938,142▲ $17,133,971

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$82,618$885,923$968,541
Buildings$5,421,784$6,348,032-
Leasehold Improvements$118,299$3,386,070-
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President/CEOFT$503,083$169,879$672,962
-SVP/Director of SalesFT$182,118$104,614$286,732
-SVP/CFOFT$196,306$70,384$266,690
-SVP/Chief UnderwriterFT$156,134$46,339$202,473
-SVP/Information TechnologiesFT$155,741$44,902$200,643
-SVP/Marketing-CommunicationsFT$132,723$55,847$188,570
-VP/Human Resources & TrainingFT$126,077$14,308$140,385
-VP/OperationsFT$113,256$11,185$124,441
-Director (Term ended 7/23/22)-$12,450-$12,450
-Director-$9,925-$9,925

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellington Management Co LLPInvestment Mgmt75 STATE STREET, Boston, MA 02109$699,727
Eugene SmartIndependent Agent5889 S BRAESWOOD BLVD, Houston, TX 77096$433,360
Sapiens Americas CorporationConsultingPO BOX 17182, Palatine, IL 60055$384,898
Team Retirement Solutions LLCIndependent Agent106 N LANGRANGE ST, Hallettsville, TX 77694$296,716
Allen Bailey & Associates INCActuarial Services8310 CAPITAL OF TX HWY STE 370, Austin, TN 78731$253,461
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$59,824,147
Investment Income
$52,594,768
Other Revenue
$290,964
Change in Net Assets
$4,374,027

Audited Revenue Reconciliation

Revenue per Audited Statements
$109,939,865
Revenue Not Reported on Financial Statements
$2,770,014
Revenue Not Reported on Form 990
$1,648,018
Other Revenue Adjustments
$2,770,014
Total Revenue per Audited Statements
$111,587,883
Total Revenue per Form 990
$112,709,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,241,924
Salaries, Compensation, and Employee Benefits$5,843,691
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$80,250,237
Other Salaries and Wages---$3,597,866
Current Officers, Directors, Trustees, and Key Employees---$1,429,423
Office Expenses---$1,238,873
Fees for Service Investment Mgmnt Fees---$785,662
Other Employee Benefits---$701,205
Conferences and Meetings---$587,217
Fees for Services Accounting---$569,420
Fees for Services Other---$436,432
Advertising---$384,281
Other Expenses---$365,064
Payroll Taxes---$342,216
Depreciation Depletion---$237,958
Occupancy---$177,327
Travel---$131,534
Insurance---$127,619
Information Technology---$108,461
Fees for Services Legal---$26,926
Pension Plan Contributions---$-227,019
Total Functional Expenses$0$0$0$108,335,852

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$108,335,852
Expenses per Audited Statements$107,277,536
Total Expenses per Audited Statements$107,277,536
Expenses Not Reported on Financial Statements$1,058,316
Other Expense Adjustments$1,058,316
Expenses Not Reported on Form 990$0
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
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
Aggregate Reserves for Life$1,116,292,749
Liability for Deposit-type Contracts$15,499,400
Miscellaneous Liabilities - Asset Valuation Reserve$13,869,841
Contract Claims - Life$12,286,064
Contract Liabilties Not Included Elsewhere$3,790,178
Premiums and Annuity Considerations$1,012,826
Liability for Benefits for Employees$878,078
Unearned Investment Income$178,521
Remittances and Items Not Allocated$165,526
Amounts Withheld or Retained by Society$74,252
Aggregate Write-ins for Liabilities$51,425
Contract Claims - Accident & Health$11,354
Aggregate Reserves for Accident$582
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
Yes
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
No

Governance Explanations

Form 990, Part VI, Line 4 Significant changes to organizational documents

“The organization amended its bylaws to update the composition of its governing body.”

Form 990, Part VI, Line 6 Classes of members or stockholders

“The organization has members.”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“The organization has members who may elect one or more members of the governing body. The decisions of the governing body are subject to approval by the members.”

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

“The decisions of the governing body are subject to the approval by the members. For example, proposed changes to the bylaws are brought before the delegates, who represent the membership, for approval at bi-annual conventions.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“An outside firm completes the catholic life insurance form 990 based on information provided by the cli accounting department. Once complete, a detailed review of the specific amounts within the return are reviewed by the cfo. The president/ceo performs a very general overview of selected parts of the return”

Form 990, Part VI, Line 12C Conflict of interest policy

“Each officer and director is required to complete a conflict of interest form annually. The president/ceo reviews each form.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“The board of directors determine the compensation of the president/ceo. The compensation committee of the board reviews the most recent loma executive compensation survey. Included in this survey are salary comparisons of fraternal benefit societies and other comparable companies within various positions and company size. The compensation committee reviews and submits a recommendation for salary and performance bonus of the president/ceo to the board of directors for approval. Compensation committee recommendations are discussed by the entire board of directors and actions taken are documented in the board meeting minutes. These board meeting minutes are kept in the home office. The most recent compensation review was in march, 2023”

Form 990, Part VI, Line 15B Process to establish compensation of other employees

“Recommendations of compensation to be paid to all officers are submitted by the president/ceo to the compensation committee for their review and submission to the board of directors for approval. Compensation recommendations for officers are based on the most recent loma executive compensation survey. Compensation committee recommendations are discussed by the entire board of directors and actions taken are documented in the board meeting minutes. These minutes are kept in the home office. The most recent compensation review was in march, 2023.”

Form 990, Part VI, Line 19 Required documents available to the public

“The governing documents, conflict of interest policy, and financial statements are available from the home office to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Catholic Life Insurance
EIN
74-0548665
Phone
2108289921
Address
1635 NE LOOP 410 SUITE 400, SAN ANTONIO, TX 78209

Signing Officer

Name
Colleen Z Berger
Title
SVP/CFO
Phone
2108289921
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1901
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
8
Employees
75
Volunteers
394

Preparer

Firm
Ernst & Young US Llp
Address
2323 VICTORY AVENUE SUITE 2000, DALLAS, TX 75219
Preparer
Patrick Shields
Phone
2149698000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Change in non-admitted assets - -1570476; change in asset valuation reserve - -2717962; aggregate write-ins for gains and losses in surplus - 503475; other changes - 53496;”

Form 990, Part XII Accounting Method

“The financial statements of catholic life insurance are presented on the basis of accounting practices prescribed and permitted by the texas department of insurance. (tdi) the tdi recognizes only statutory accounting practices prescribed or permitted by the state of texas for determining and reporting the financial condition and results of operations of an insurance company, for determining its solvency under the texas insurance law.”

Financial Statement Notes

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

“Real estate and investment expense reclasses - 1648018”

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

“NET LOSS FROM THE SALE OF ASSETS and INVESTMENT EXPENSE RECLASSES - 2770014”

Schedule D, Part XII, Line 4(B) Other expenses in form 990 not in audited financial statements

“Real estate and investment expense reclasses - 1058316”

Raw XML AppendixShowing 400 of 693 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
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IRS990/ActivityOrMissionDesc0CATHOLIC LIFE INSURANCE IS A FRATERNAL BENEFIT SOCIETY THAT OFFERS LIFE INSURANCE, RETIREMENT PRODUCTS AND MEDICARE SUPPLEMENT INSURANCE.
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IRS990/BooksInCareOfDetail/PhoneNum02108289921
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IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990/EmploymentTaxReturnsFiledInd0true
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