Civic Intelligence

Catholic Life Insurance

990 • Fiscal year 2017 • EIN 74-0548665

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileWWW.CATHOLICLIFEINSURANCE.COM

View Organization Page

1635 NE LOOP 410 Suite 400San Antonio, TX 78209

(210) 828-9921

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.92x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • $1B+ nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

9.98x

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

2017 filings • $1B+ nonprofits • Source year 2017

Net Margin

47th percentile

7.6%

Higher net margin than 47% of similar nonprofits.

2017 filings • $1B+ nonprofits • Source year 2017

Top Officer Pay

34th percentile

$870,348

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2017 filings • $1B+ nonprofits • Source year 2017

Asset Growth

18th percentile

2.1%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $1B+ nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-11%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • $1B+ nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$1,178,251,273

Up $24,516,353 (+2.1%) from 2016

Net Assets

Up

$91,057,450

Up $3,998,705 (+4.6%) from 2016

Liabilities

Up

$1,087,193,823

Up $20,517,648 (+1.9%) from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin47th percentile

Revenue

Down

$108,962,097

Down $14,052,644 (-11%) from 2016

Expenses

Down

$100,716,769

Down $15,888,020 (-14%) from 2016

Net Income

Up

$8,245,328

Up $1,835,376 (+29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2017

Assets$1,178,251,273
Liabilities$1,087,193,823
Net Assets$91,057,450
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

2017

Revenue$108,962,097
Expenses$100,716,769
Net Income$8,245,328
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$233,328,378
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,108,122,499$1,136,167,435▲ $28,044,936
Rtn Earn Endowment Incm Other Fnds$87,058,745$91,057,450▲ $3,998,705
Cash and Non-Interest-Bearing Accounts$16,184,586$13,164,675▼ $3,019,911
Accounts Receivable$11,939,130$11,888,718▼ $50,412
Land, Buildings, and Equipment, Net$7,069,813$6,600,658▼ $469,155
Other Notes and Loans Receivable, Net$5,618,812$5,762,434▲ $143,622
Investments Other Securities$4,606,228$4,510,444▼ $95,784
Savings and Temporary Cash Investments$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 Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$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$1,153,734,920$1,178,251,273▲ $24,516,353
Other Assets Total$193,852$156,909▼ $36,943
Liabilities
Other Liabilities$1,065,197,341$1,085,697,541▲ $20,500,200
Accounts Payable and Accrued Expenses$1,478,834$1,496,282▲ $17,448
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$1,066,676,175$1,087,193,823▲ $20,517,648
Net Assets / Fund Balance
Total Net Assets Fund Balance$87,058,745$91,057,450▲ $3,998,705
Total Liabilities and Net Assets / Fund Balance$1,153,734,920$1,178,251,273▲ $24,516,353

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,480,736$7,153,944$13,634,680
Other Land Buildings$119,922$561,883$681,805
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Michael BelzPresident/CEOFT$558,962$311,386$870,348
Thomas M PetriVP/treasurerFT$195,637$39,466$235,103
R Dennis BestVP/director of AgenciesFT$190,882$37,745$228,627
Colleen Z BergerVP/CFOFT$186,363$23,081$209,444
Scott D BrantVP/information TechnologiesFT$144,464$25,572$170,036
Frank GentileVP/chief UnderwriterFT$143,482$25,984$169,466
Barbara a CheaneyVP/marketing-communicationsFT$131,300$24,727$156,027
Partricia G GutierrezVP/operations/corp. SecretaryFT$116,466$35,701$152,167
Tommy J HoelscherDirector-$29,408-$29,408
Doris J ShortDirector-$19,050-$19,050
Felix J SkarpaDirector-$18,903-$18,903
Robert Lester Moczygemba SrDirector-$18,325-$18,325
Sandra T KingDirector-$18,300-$18,300
Charles L Hughes JrDirector-$17,625-$17,625
Jo Ann ShimekDirector-$17,625-$17,625
Michael E StolowskiDirector-$17,175-$17,175

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellington Management Co LLPInvestment Mgmt75 STATE STREET, Boston, MA 02109$728,416
StoneRiverSoftware ConsultantsPO Box 17182, Palantine, IL 60055$522,743
Allen Bailey Associates INCActuarial Services8310 CAPITAL OF TX HWY STE 370, Austin, TX 78731$469,047
The Sabinal GroupConstruction237 West Travis Ste 200, San Antonio, TX 78205$398,292
Eugene N SmartCommissions5889 S BRAESWOOD BLVD, Houston, TX 77096$315,766
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$55,056,944
Investment Income
$52,309,362
Other Revenue
$1,595,791
Change in Net Assets
$8,245,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$104,579,797
Revenue Not Reported on Financial Statements
$4,382,300
Revenue Not Reported on Form 990
$606,192
Other Revenue Adjustments
$2,013,290
Total Revenue per Audited Statements
$105,185,989
Total Revenue per Form 990
$108,962,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,540,337
Salaries, Compensation, and Employee Benefits$6,438,659
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$71,737,773
Other Salaries and Wages---$2,781,780
Current Officers, Directors, Trustees, and Key Employees---$2,347,627
Office Expenses---$874,639
Fees for Service Investment Mgmnt Fees---$792,834
Pension Plan Contributions---$504,413
Conferences and Meetings---$502,516
Other Employee Benefits---$485,875
Fees for Services Accounting---$396,763
All Other Expenses---$368,079
Advertising---$338,499
Payroll Taxes---$318,964
Depreciation Depletion---$286,261
Other Expenses---$148,247
Fees for Services Other---$146,936
Occupancy---$145,463
Travel---$127,044
Insurance---$106,700
Information Technology---$33,485
Fees for Services Legal---$16,024
Total Functional Expenses$0$0$0$100,716,769

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$100,716,769
Total Expenses per Audited Statements$98,953,951
Expenses per Audited Statements$98,347,759
Expenses Not Reported on Financial Statements$2,369,010
Expenses Not Reported on Form 990$606,192
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
Aggregate Reserves for Certifi$1,045,221,099
Liab for Deposit-type Contract$15,223,950
Asset Valuation Reserve$8,058,810
Reserve for Certificate, Contr$5,571,869
Additional Defined Benefit Lia$5,128,630
Interest Maintenance Reserve$4,428,343
Premiums Received in Advance$1,014,018
Liab for Benefits for Employee$692,796
Other Liabilities$329,961
Amts Retained as Agent or Trus$28,065
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 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
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

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

“The organization has members who may elect one or more members of the governing body.”

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

“The decisions of the governing body are subject to approval by the members.”

Form 990, Part VI, Section B, Line 11

“AN OUTSIDE FIRM COMPLETES THE CATHOLIC LIFE INSURANCE FORM 990 BASED ON INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT. ONCE COMPLETE, A DETAILED REVIEW OF THE SPECIFIC AMOUNTS WITHIN THE RETURN ARE REVIEWED BY THE Cfo. THE PRESIDENT/CEO WILL PERFORM A VERY GENERAL OVERVIEW OF SELECTED PARTS OF THE RETURN.”

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

“Each officer and director is required to complete a conflict of interest form annually.”

Form 990, Part VI, Section B, Line 15

“The board of directors determines the compensation of the president/ceo. The compensation committee of the board reviews the most recent loma (life office management association) 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. Recommendations of compensation to be paid to all other 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 also 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 board meeting minutes. These board meeting minutes are kept in the home office. The last executive compensation review was performed march 2017.”

Form 990, Part VI, Section C, Line 19

“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
In Care Of
% COLLEEN Z BERGER
Phone
2108289921
Address
1635 NE LOOP 410 Suite 400, SAN ANTONIO, TX 78209

Signing Officer

Name
Colleen Z Berger
Title
SVP/CFO
Phone
2103428000
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Colleen Z Berger
Formed
1901
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
8
Employees
83
Volunteers
455

Preparer

Firm
Bdo USA Llp
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
N Ari Berlin
Phone
2103428000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in net unrealized capital gains/losses 154,948 change in non-admitted assets -867,228 change in asset valuation reserve -1,190,604 capital gains transferred to int. Maint rsv -2,013,290 excess add'l def benefit liab over prior svc cost -330,449 ----------- total to part xi, line 9 -4,246,623”

Form 990, Part XII, Line 1

“The organization uses the statutory method of accounting.”

Financial Statement Notes

Form 990, Schedule D, Part XI, Line 2D

“Adjustment for intercompany rental income 606,192”

Form 990, Schedule D, Part XII, Line 2D

“Adjustment for intercompany rental income 606,192”

Form 990, Schedule D, Part XI, Line 4B

“Capital gains (losses) transferred to interest maintenance reserve 2,013,290”

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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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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,178,251,273
Liabilities
$1,087,193,823
Net assets
$91,057,450
Revenue
$108,962,097
Expenses
$100,716,769
Net income
$8,245,328
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)8 • $1B+ nonprofits