Civic Intelligence

Catholic Life Insurance

990 • Fiscal year 2016 • EIN 74-0548665

Jan 01, 2016 to Dec 31, 2016 • Filed on Dec 15, 2017

Organization ProfileWWW.CATHOLICLIFEINSURANCE.COM

View Organization Page

1635 NE LOOP 410 Suite 300San 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.

2016 filings • $1B+ nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

8.67x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Net Margin

45th percentile

5.2%

Higher net margin than 45% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

Top Officer Pay

23rd percentile

$654,585

Higher top officer pay than 23% of similar nonprofits.

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

2016 filings • $1B+ nonprofits • Source year 2016

Asset Growth

50th percentile

4.8%

Faster asset growth than 50% of similar nonprofits.

2016 filings • $1B+ nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

7.9%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • $1B+ nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$1,153,734,920

Up $52,325,767 (+4.8%) from 2015

Net Assets

Up

$87,058,745

Up $3,334,650 (+4.0%) from 2015

Liabilities

Up

$1,066,676,175

Up $48,991,117 (+4.8%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin45th percentile

Revenue

Up

$123,014,741

Up $8,988,249 (+7.9%) from 2015

Expenses

Up

$116,604,789

Up $10,168,736 (+9.6%) from 2015

Net Income

Down

$6,409,952

Down $1,180,487 (-16%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2016

Assets$1,153,734,920
Liabilities$1,066,676,175
Net Assets$87,058,745
Open 2016 Filing

Operations Trend

Revenue Growth66th 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

2016

Revenue$123,014,741
Expenses$116,604,789
Net Income$6,409,952
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Dec 15, 2017
Return Version
2016v3.1
Gross Receipts
$216,596,992
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$1,054,912,520$1,108,122,499▲ $53,209,979
Rtn Earn Endowment Incm Other Fnds$83,724,095$87,058,745▲ $3,334,650
Cash and Non-Interest-Bearing Accounts$16,298,365$16,184,586▼ $113,779
Accounts Receivable$11,525,518$11,939,130▲ $413,612
Land, Buildings, and Equipment, Net$7,313,253$7,069,813▼ $243,440
Other Notes and Loans Receivable, Net$5,557,632$5,618,812▲ $61,180
Investments Other Securities$5,661,491$4,606,228▼ $1,055,263
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$1,101,409,153$1,153,734,920▲ $52,325,767
Other Assets Total$140,374$193,852▲ $53,478
Liabilities
Other Liabilities$1,015,982,201$1,065,197,341▲ $49,215,140
Accounts Payable and Accrued Expenses$1,702,857$1,478,834▼ $224,023
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$1,017,685,058$1,066,676,175▲ $48,991,117
Net Assets / Fund Balance
Total Net Assets Fund Balance$83,724,095$87,058,745▲ $3,334,650
Total Liabilities and Net Assets / Fund Balance$1,101,409,153$1,153,734,920▲ $52,325,767

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,033,597$6,430,758$13,464,355
Equipment$36,216$572,647$608,863
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Michael BelzPresident/CEOFT$565,355$89,230$654,585
Thomas M PetriVP/treasurerFT$199,002$36,962$235,964
Riley D BestVP/director of AgenciesFT$189,990$35,738$225,728
Colleen Z BergerVP/controllerFT$186,707$20,794$207,501
Frank GentileVP/chief UnderwriterFT$144,546$24,195$168,741
Scott D BrantVP/info TechnologyFT$142,289$23,071$165,360
Barbara a CheaneyVP/marketing-commFT$130,526$22,840$153,366
Patricia G GutierrezVP/operationsFT$114,636$32,692$147,328
Thomas J HoelscherDirector-$20,996-$20,996
Doris J ShortDirector-$19,651-$19,651
Sandy T KingDirector-$18,370-$18,370
Robert L Moczygemba SrDirector-$18,145-$18,145
Michael E StolowskiDirector-$17,695-$17,695
Jo Ann ShimekDirector-$17,245-$17,245
Thomas M BergerDirector-$15,493-$15,493
Felix J SkarpaDirector-$10,722-$10,722
Gladys M HaeckerDirector-$10,650-$10,650
Charles L Hughes JrDirector-$8,688-$8,688

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellington Management Co LLPInvestment Mgmt75 state street, Boston, MA 02109$706,597
Allen Bailey Associates INCActuarial Services8310 CAPITAL OF TX HWY STE 370, Austin, TX 78731$621,881
Eugene N SmartCommissions5889 S BRAESWOOD BLVD, Houston, TX 77096$468,899
Scardino Insurance Financial ServicCommissionsPO BOX 728, Weimar, TX 78962$344,627
Ernst YoungAccounting Services100 w houston street ste 1700, San Antonio, TX 78205$248,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$70,420,105
Investment Income
$51,026,570
Other Revenue
$1,568,066
Change in Net Assets
$6,409,952

Audited Revenue Reconciliation

Revenue per Audited Statements
$119,444,468
Revenue Not Reported on Financial Statements
$3,570,273
Revenue Not Reported on Form 990
$606,192
Other Revenue Adjustments
$1,219,925
Total Revenue per Audited Statements
$120,050,660
Total Revenue per Form 990
$123,014,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,295,864
Salaries, Compensation, and Employee Benefits$6,121,304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$55,187,621
Other Salaries and Wages---$2,614,407
Current Officers, Directors, Trustees, and Key Employees---$2,116,228
Office Expenses---$837,759
Fees for Service Investment Mgmnt Fees---$756,488
Fees for Services Accounting---$679,990
Conferences and Meetings---$665,386
Pension Plan Contributions---$624,706
Other Employee Benefits---$473,034
Advertising---$351,887
All Other Expenses---$336,018
Payroll Taxes---$292,929
Depreciation Depletion---$179,860
Occupancy---$166,020
Other Expenses---$165,800
Travel---$161,699
Insurance---$105,724
Fees for Services Other---$97,242
Information Technology---$88,503
Fees for Services Legal---$32,820
Total Functional Expenses$0$0$0$116,604,789

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$116,604,789
Total Expenses per Audited Statements$114,860,633
Expenses per Audited Statements$114,254,441
Expenses Not Reported on Financial Statements$2,350,348
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$1,029,490,284
Liab for Deposit-type Contract$14,012,621
Asset Valuation Reserve$6,868,206
Interest Maintenance Reserve$4,932,896
Additional Defined Benefit Lia$4,844,000
Reserve for Certificate, Contr$2,870,556
Premiums Received in Advance$1,020,765
Liab for Benefits for Employee$613,563
Other Liabilities$506,974
Amts Retained as Agent or Trus$37,476
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 and investment departments. Once complete, a detailed review of the specific amounts within the return are reviewed by the controller. An overall review of the return is performed by the treasurer. 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 january 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
% THOMAS M PETRI
Phone
2108289921
Address
1635 NE LOOP 410 Suite 300, SAN ANTONIO, TX 78209

Signing Officer

Name
Thomas M Petri
Title
VP/treasurer
Phone
2103428000
Signed
2017-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas M Petri
Formed
1901
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
8
Employees
73
Volunteers
455

Preparer

Firm
Bdo USA Llp
Address
9901 IH-10 Suite 500, San Antonio, TX 78230
Preparer
Janet Stigent-Burns
Phone
2103428000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in net unrealized capital gains/losses 78,404 change in non-admitted assets -375,938 change in asset valuation reserve -1,001,998 capital gains transferred to int. Maint rsv -1,219,925 increase in defined benefit liability -43,382 correction of reinsurance reserve credit -512,463 ----------- total to part xi, line 9 -3,075,302”

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 1,219,925”

Raw XML AppendixShowing 400 of 641 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,153,734,920
Liabilities
$1,066,676,175
Net assets
$87,058,745
Revenue
$123,014,741
Expenses
$116,604,789
Net income
$6,409,952
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
2016Detailed filing. Detailed filing data is available for this year.$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. 2016 filings • 501(c)8 • $1B+ nonprofits