Civic Intelligence

Catholic Life Insurance

990 • Fiscal year 2011 • EIN 74-0548665

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 10, 2012

Organization ProfileWWW.CATHOLICLIFEINSURANCE.COM

View Organization Page

1635 NE Loop 410 Suite 30078209
Siviq Scores

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

Liabilities / Assets

92nd percentile

0.93x

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

2011 filings • $250M-$1B nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

63rd percentile

8.2%

Faster asset growth than 63% of similar nonprofits.

2011 filings • $250M-$1B nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$921,362,366

Up $70,024,640 (+8.2%) from 2010

Net Assets

Up

$64,782,136

Up $4,222,698 (+7.0%) from 2010

Liabilities

Up

$856,580,230

Up $65,801,942 (+8.3%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$126,621,771

Down $13,982,490 (-9.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$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

2011

Assets$921,362,366
Liabilities$856,580,230
Net Assets$64,782,136
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$126,621,771
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 10, 2012
Return Version
2011v1.3
Gross Receipts
$215,960,623
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
74-0548665
Raw XML AppendixShowing 400 of 611 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/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY02805687
IRS990/AccountsPayableAccruedExpenses/EOY02508577
IRS990/AccountsReceivable/BOY09876858
IRS990/AccountsReceivable/EOY010611723
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0A FRATERNAL BENEFIT SOCIETY WHICH PROVIDES LIFE, WHOLE LIFE, AND UNIVERSAL LIFE CERTIFICATES, AND ANNUITY CONTRACTS TO ITS MEMBERS
IRS990/AddressPrincipalOfficerUS/AddressLine101635 NE LOOP 410 STE 300
IRS990/AddressPrincipalOfficerUS/City0SAN ANTONIO
IRS990/AddressPrincipalOfficerUS/State0TX
IRS990/AddressPrincipalOfficerUS/ZIPCode078209
IRS990/Advertising/Total0320707
IRS990/AllOtherExpenses/Total0467885
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY050203013
IRS990/BenefitsPaidToMembersPriorYear055494989
IRS990/BenefitsToMembers/Total050203013
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY07839788
IRS990/CashNonInterestBearing/EOY01990032
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total01284509
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0true
IRS990/CompensationProcessOther0true
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConferencesMeetings/Total0790856
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1075 STATE STREET
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine118310 CAPITAL OF TEXAS HWY N 370
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine12100 WEST HOUSTON ST
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine13PO BOX 4613
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine14915 CORKWOOD TRAIL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0BOSTON
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City1AUSTIN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City2SAN ANTONIO
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City3VICTORIA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City4SAN ANTONIO
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0MA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State1TX
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State2TX
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State3TX
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State4TX
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode002109
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode178731
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode278205
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode377903
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode478256
IRS990/ContractorCompensation/Compensation0625536
IRS990/ContractorCompensation/Compensation1374479
IRS990/ContractorCompensation/Compensation2136500
IRS990/ContractorCompensation/Compensation3148715
IRS990/ContractorCompensation/Compensation4109845
IRS990/ContractorCompensation/DescriptionOfServices0INVESTMENT MGMT
IRS990/ContractorCompensation/DescriptionOfServices1POLICY RSV ACTUARY
IRS990/ContractorCompensation/DescriptionOfServices2ACCOUNTING SERVICES
IRS990/ContractorCompensation/DescriptionOfServices3JANITORIAL SERVICE
IRS990/ContractorCompensation/DescriptionOfServices4INTERNET SERVICES
IRS990/ContractorCompensation/NameOfContractor/NamePerson0WELLINGTON MANAGEMENT CO
IRS990/ContractorCompensation/NameOfContractor/NamePerson1ALLEN BAILEY ASSOCIATES INC
IRS990/ContractorCompensation/NameOfContractor/NamePerson2ERNST YOUNG
IRS990/ContractorCompensation/NameOfContractor/NamePerson3PAUL'S JANITORIAL SERVICE
IRS990/ContractorCompensation/NameOfContractor/NamePerson4MONITOR ON THE NET
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0true
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DeferredRevenue/BOY00
IRS990/DeferredRevenue/EOY00
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total0181136
IRS990/DescribedIn501C30false
IRS990/Description0PROVISION OF BENEFITS, INCLUDING LIFE, WHOLE LIFE, AND UNIVERSAL LIFE INSURANCE, AND ANNUITY CONTRACTS TO ITS MEMBERS.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0true
IRS990/EmploymentTaxReturnsFiled0true
IRS990/EscrowAccountLiability/BOY00
IRS990/EscrowAccountLiability/EOY00
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Total0510979
IRS990/FeesForServicesInvstMgmntFees/Total0625536
IRS990/FeesForServicesLegal/Total011549
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Total0233985
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FinancialStatementSeparate0X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek04.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek14.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek24.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek34.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek44.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek54.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek64.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek74.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek840.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek940.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1040.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1140.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1240.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1340.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1440.0
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1540.0
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee1X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee2X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee3X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/NamePerson0thomas m berger
IRS990/Form990PartVIISectionA/NamePerson1gladys m haecker
IRS990/Form990PartVIISectionA/NamePerson2DORIS SHORT
IRS990/Form990PartVIISectionA/NamePerson3THOMAS J SLADECEK
IRS990/Form990PartVIISectionA/NamePerson4MICHAEL L DECKER
IRS990/Form990PartVIISectionA/NamePerson5JAMES LOUIS PERSYN
IRS990/Form990PartVIISectionA/NamePerson6SIXTUS LASKOWSKI
IRS990/Form990PartVIISectionA/NamePerson7LAWRENCE C SHIMEK
IRS990/Form990PartVIISectionA/NamePerson8J MICHAEL BELZ
IRS990/Form990PartVIISectionA/NamePerson9THOMAS M PETRI
IRS990/Form990PartVIISectionA/NamePerson10COLLEEN Z BERGER
IRS990/Form990PartVIISectionA/NamePerson11MARTHA M MABE
IRS990/Form990PartVIISectionA/NamePerson12BARBARA A CHEANEY
IRS990/Form990PartVIISectionA/NamePerson13RILEY DENNIS BEST
IRS990/Form990PartVIISectionA/NamePerson14FRANK GENTILE
IRS990/Form990PartVIISectionA/NamePerson15PATRICIA GUTIERREZ
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation8278727
IRS990/Form990PartVIISectionA/OtherCompensation935648
IRS990/Form990PartVIISectionA/OtherCompensation1025844
IRS990/Form990PartVIISectionA/OtherCompensation1129887
IRS990/Form990PartVIISectionA/OtherCompensation1221097
IRS990/Form990PartVIISectionA/OtherCompensation1335094
IRS990/Form990PartVIISectionA/OtherCompensation1419351
IRS990/Form990PartVIISectionA/OtherCompensation1535475
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization015310
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization114900
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization215500
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization322373
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization417700
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization514900
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization614500
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization715525
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization8496773
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization9170747
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10146062
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization11111982
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization12111284
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization13165548
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization14119058
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization15100239
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/Title0DIRECTOR
IRS990/Form990PartVIISectionA/Title1DIRECTOR
IRS990/Form990PartVIISectionA/Title2DIRECTOR
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4DIRECTOR
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8PRESIDENT/CEO
IRS990/Form990PartVIISectionA/Title9VP/TREASURER
IRS990/Form990PartVIISectionA/Title10VP/CONTROLLER
IRS990/Form990PartVIISectionA/Title11VP/SECY
IRS990/Form990PartVIISectionA/Title12VP/MARKETING-COMM
IRS990/Form990PartVIISectionA/Title13VP/DIRECTOR OF AGENCIES
IRS990/Form990PartVIISectionA/Title14VP/CHIEF UNDERWRITER
IRS990/Form990PartVIISectionA/Title15vp/operations
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Other0-30737
IRS990/GainOrLoss/Securities02061906
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsPayable/BOY00
IRS990/GrantsPayable/EOY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities081485750
IRS990/GrossReceipts0215960623
IRS990/GrossRents/Real0582774
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total092238
IRS990/IntangibleAssets/BOY00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/BOY00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear048329926
IRS990/InvestmentIncome/ExclusionAmount046298757
IRS990/InvestmentIncomePriorYear047027155
IRS990/InvestmentIncome/TotalRevenueColumn046298757
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY08974370
IRS990/InvestmentsOtherSecurities/EOY010117146
IRS990/InvestmentsProgramRelated/BOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/BOY0816001146
IRS990/InvestmentsPubTradedSecurities/EOY0887573324
IRS990/LandBldgEquipmentAccumDeprec04970981
IRS990/LandBuildingsEquipmentBasis010139918
IRS990/LandBuildingsEquipmentBasisNet/BOY01560040
IRS990/LandBuildingsEquipmentBasisNet/EOY05168937
IRS990/LessCostOthBasisSalesExpenses/Other030737
IRS990/LessCostOthBasisSalesExpenses/Securities079423844
IRS990/LessRentalExpenses/Real0989347
IRS990/LoansFromOfficersDirectors/BOY00
IRS990/LoansFromOfficersDirectors/EOY00
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0true
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0true
IRS990/MethodOfAccountingOther0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0A FRATERNAL BENEFIT SOCIETY WHICH PROVIDES LIFE, WHOLE LIFE, AND UNIVERSAL LIFE CERTIFICATES, AND ANNUITY CONTRACTS TO ITS MEMBERS
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/MortNotesPyblSecuredInvestProp/BOY00
IRS990/MortNotesPyblSecuredInvestProp/EOY00
IRS990/NameOfPrincipalOfficerPerson0THOMAS M PETRI
IRS990/NbrIndependentVotingMembers08
IRS990/NbrVotingGoverningBodyMembers09
IRS990/NbrVotingMembersGoverningBody09
IRS990/NetAssetsOrFundBalancesBOY060559438
IRS990/NetAssetsOrFundBalancesEOY064782136
IRS990/NetGainOrLossInvestments/ExclusionAmount02031169
IRS990/NetGainOrLossInvestments/TotalRevenueColumn02031169
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/ExclusionAmount0-406573
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn0-406573
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith1096028378
IRS990/NumberIndependentVotingMembers08
IRS990/NumberIndividualsGT100K08
IRS990/NumberOfContractorsGT100K05
IRS990/NumberOfEmployees073
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total0100279
IRS990/OfficeExpenses/Total0681912
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY0141186
IRS990/OtherAssetsTotal/EOY0134835
IRS990/OtherEmployeeBenefits/Total0486812
IRS990/OtherExpensePriorYear079902678
IRS990/OtherExpensesCurrentYear070945014
IRS990/OtherExpenses/Description0INCREASE IN POLICY RSV
IRS990/OtherExpenses/Description1COMMISSIONS
IRS990/OtherExpenses/Description2BRANCH FUNDING
IRS990/OtherExpenses/Description3OFFICIAL PUBL. TO MBRS
IRS990/OtherExpenses/Total062742500
IRS990/OtherExpenses/Total13609492
IRS990/OtherExpenses/Total2304022
IRS990/OtherExpenses/Total3135370
IRS990/OtherLiabilities/BOY0787972601
IRS990/OtherLiabilities/EOY0854071653
IRS990/OtherNotesLoansReceivableNet/BOY06944338
IRS990/OtherNotesLoansReceivableNet/EOY05766369
IRS990/OtherRevenueCurrentYear0868156
IRS990/OtherRevenueMisc/BusinessCode0524114
IRS990/OtherRevenueMisc/BusinessCode1900099
IRS990/OtherRevenueMisc/Description0AMORTIZATION OF IMR
IRS990/OtherRevenueMisc/Description1MISCELLANEOUS
IRS990/OtherRevenueMisc/ExclusionAmount01274217
IRS990/OtherRevenueMisc/ExclusionAmount1512
IRS990/OtherRevenueMisc/TotalRevenueColumn01274217
IRS990/OtherRevenueMisc/TotalRevenueColumn1512
IRS990/OtherRevenuePriorYear0933242
IRS990/OtherSalariesAndWages/Total02964045
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total0256791
IRS990/PensionPlanContributions/Total0481587
IRS990/PledgesAndGrantsReceivable/BOY00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliciesReferenceChapters0true
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY00
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0524114
IRS990/ProgramServiceRevenueCY086318613
IRS990/ProgramServiceRevenue/Description0INSURANCE ANNUITY PREMIUMS
IRS990/ProgramServiceRevenuePriorYear0102745800
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome086318613
IRS990/ProgramServiceRevenue/TotalRevenueColumn086318613
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReceivablesFromDisqualPersons/BOY00
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/BOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationOtherChanges0-4672226
IRS990/ReconcilationRevenueExpenses08894924
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/RentalIncomeOrLoss/Real0-406573
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY060559438
IRS990/RetainedEarningsEndowmentEtc/EOY064782136
IRS990/RevenuesLessExpensesCY08894924
IRS990/RevenuesLessExpensesPriorYear010101936
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear05473744
IRS990/SalariesEtcPriorYear05206594
IRS990/SavingsAndTempCashInvestments/BOY00
IRS990/SavingsAndTempCashInvestments/EOY00
IRS990/ScheduleBRequired0false
IRS990ScheduleD/Buildings/BookValue05074220
IRS990ScheduleD/Buildings/Depreciation04481790
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis09556010
IRS990ScheduleD/Equipment/BookValue070687
IRS990ScheduleD/Equipment/Depreciation0489191
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0559878
IRS990ScheduleD/ExcessOrDeficitForYear08894924
IRS990ScheduleD/ExcessOrDeficitPerFS04222698
IRS990ScheduleD/ExpensesNotRptdF9900424120
IRS990ScheduleD/ExpensesNotRptdOnFinStmt01634739
IRS990ScheduleD/ExpensesSubtotal0124987032
IRS990ScheduleD/FederalIncomeTaxLiability00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$921,362,366
Liabilities
$856,580,230
Net assets
$64,782,136
Revenue
-
Expenses
$126,621,771
Net income
-
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