Civic Intelligence

Catholic Life Insurance

990 • Fiscal year 2019 • EIN 74-0548665

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileCATHOLICLIFEINSURANCE.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

92nd percentile

0.91x

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

2019 filings • $1B+ nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

10.52x

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

2019 filings • $1B+ nonprofits • Source year 2019

Net Margin

39th percentile

5.6%

Higher net margin than 39% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Top Officer Pay

26th percentile

$750,444

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2019 filings • $1B+ nonprofits • Source year 2019

Asset Growth

20th percentile

1.3%

Faster asset growth than 20% of similar nonprofits.

2019 filings • $1B+ nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-0.3%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • $1B+ nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$1,207,953,221

Up $15,962,111 (+1.3%) from 2018

Net Assets

Up

$103,253,475

Up $5,431,339 (+5.6%) from 2018

Liabilities

Up

$1,104,699,746

Up $10,530,772 (+1.0%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin39th percentile

Revenue

Down

$105,005,384

Down $340,498 (-0.3%) from 2018

Expenses

Down

$99,119,840

Down $127,566 (-0.1%) from 2018

Net Income

Down

$5,885,544

Down $212,932 (-3.5%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2019

Assets$1,207,953,221
Liabilities$1,104,699,746
Net Assets$103,253,475
Open 2019 Filing

Operations Trend

Revenue Growth24th 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

2019

Revenue$105,005,384
Expenses$99,119,840
Net Income$5,885,544
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$257,983,743
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$1,156,234,849$1,151,134,862▼ $5,099,987
Cash and Non-Interest-Bearing Accounts$9,014,882$30,752,765▲ $21,737,883
Accounts Receivable$11,616,587$11,705,560▲ $88,973
Land, Buildings, and Equipment, Net$6,073,251$6,043,831▼ $29,420
Other Notes and Loans Receivable, Net$5,781,072$5,905,183▲ $124,111
Investments Other Securities$3,084,336$2,246,720▼ $837,616
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
Rtn Earn Endowment Incm Other Fnds$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$1,191,991,110$1,207,953,221▲ $15,962,111
Other Assets Total$186,133$164,300▼ $21,833
Liabilities
Other Liabilities$1,092,686,455$1,103,008,120▲ $10,321,665
Accounts Payable and Accrued Expenses$1,482,519$1,691,626▲ $209,107
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$1,094,168,974$1,104,699,746▲ $10,530,772
Net Assets / Fund Balance
Total Net Assets Fund Balance$97,822,136$103,253,475▲ $5,431,339
Total Liabilities and Net Assets / Fund Balance$1,191,991,110$1,207,953,221▲ $15,962,111

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$111,791$720,071$831,862
Buildings$5,504,872$5,118,792-
Leasehold Improvements$427,168$3,002,589-
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Michael BelzPresident/CEOFT$495,098$255,346$750,444
John Michael LuksaSVP/Director of SalesFT$170,867$67,274$238,141
Colleen Z BergerSVP/CFOFT$185,541$50,812$236,353
Michael A NanceVP/TreasurerFT$148,656$42,285$190,941
Frank GentileSVP/Chief UnderwriterFT$140,991$42,363$183,354
Scott D BrantSVP/Information TechnologiesFT$142,194$40,695$182,889
Barbara A CheaneySVP/Marketing-CommunicationsFT$123,937$49,942$173,879
Patricia G GutierrezSVP/OperationsFT$113,883$59,683$173,566
Dawn C FanfelleVP/Human Resources & TrainingFT$110,484$12,298$122,782
Tommy J HoelscherDirector-$28,166-$28,166
Sandra T KingDirector-$20,775-$20,775
Felix J SkarpaDirector-$19,420-$19,420
Robert L MoczygembaDirector-$18,900-$18,900
Cynthia Travis-OlsonDirector-$18,675-$18,675
Charles L Hughes JrDirector-$18,450-$18,450
Jo Ann ShimekDirector-$18,000-$18,000
Michael C StolowskiDirector-$17,550-$17,550

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellington Management Co LLPInvestment MGMT75 State Street, Boston, MA 02109$713,300
Allen Bailey Associates IncActuarial Services8310 Capital of TX Hwy Ste 370, Austin, TX 78731$445,505
Eugene SmartIndependent Agent5889 S Braeswood Blvd, Houston, TX 77096$364,947
The Sabinal GroupConstruction237 W Travis 200, San Antonio, TX 78205$323,176
Sapiens Americas CorporationConsultingPO Box 17182, Palatine, IL 60055$256,022
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$51,904,085
Investment Income
$52,162,669
Other Revenue
$938,630
Change in Net Assets
$5,885,544

Audited Revenue Reconciliation

Revenue per Audited Statements
$104,087,223
Revenue Not Reported on Financial Statements
$918,161
Revenue Not Reported on Form 990
$-1,239,320
Other Revenue Adjustments
$918,161
Total Revenue per Audited Statements
$102,847,903
Total Revenue per Form 990
$105,005,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,200,335
Salaries, Compensation, and Employee Benefits$6,811,479
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$75,108,026
Other Salaries and Wages---$3,440,734
Current Officers, Directors, Trustees, and Key Employees---$1,575,815
Depreciation Depletion---$989,449
Office Expenses---$988,105
Fees for Service Investment Mgmnt Fees---$843,379
Pension Plan Contributions---$754,739
Other Employee Benefits---$689,449
Other Expenses---$614,689
Conferences and Meetings---$591,402
Fees for Services Accounting---$525,679
Advertising---$352,798
Payroll Taxes---$350,742
Information Technology---$173,409
Occupancy---$156,826
Fees for Services Other---$156,329
Insurance---$114,246
Travel---$105,571
Fees for Services Legal---$31,112
Total Functional Expenses$0$0$0$99,119,840

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$99,119,840
Expenses per Audited Statements$97,880,520
Total Expenses per Audited Statements$97,880,520
Expenses Not Reported on Financial Statements$1,239,320
Other Expense Adjustments$1,239,320
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 Reserve for Life$1,064,521,684
Liability for Deposit-type Contracts$16,509,491
Miscellaneous Liabilities - Asset Valuation Reserve$6,703,132
Contract Claims - Life$6,565,880
Contract Liabilities Not Included Elsewhere$3,640,419
Aggregate Write-ins for Liabilities$2,900,134
Premiums and Annuity Considerations$1,023,878
Liability for Benefits for Employees$791,179
Unearned Investment Income$190,108
Remittances and Items Not Allocated$129,533
Amounts Withheld or Retained by Society$24,939
Contract Claims - Accident and Health$7,445
Aggregate Reserve for Accident$298
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6

“The organization has members.”

Form 990, Part VI, Line 7A

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

Form 990, Part VI, Line 7B

“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. Proposed changes may include the Societys name change or re-location, or a possible merger with or acquisition of another entity.”

Form 990, Part VI, Line 11B

“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 performs a very general overview of selected parts of the return.”

Form 990, Part VI, Line 12C

“Annually, each officer and director is required to complete a Conflict of Interest form. The President/CEO reviews each form. If he sees anything of concern, the form(s) is referred to the Audit, Risk & Compliance Committee. Part of the duties and responsibilities of the Committee is to "monitor compliance with the Societys Code of Ethics and Conflict of Interest Policy and Whistleblower Policy."”

Form 990, Part VI, Line 15A

“The Board of Directors determine 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. 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 2019 executive compensation review was performed in March 2019.”

Form 990, Part VI, Line 15B

“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 and/or other appropriate compensation surveys. 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 2019 review was performed March 2019.”

Form 990, Part VI, 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
2108289921
Signed
2020-11-12
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
79
Volunteers
419

Preparer

Firm
Ernst & Young US Llp
Address
101 E WASHINGTON STREET STE 910, PHOENIX, AZ 85004
Preparer
Patrick Shields
Phone
6023223000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Other changes in net assets $(616,742)”

Form 990, Part XII, Line 1

“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 2D

“Real estate and investment expense reclasses”

Schedule D, Part XI, Line 4B

“Net gain from the sale of assets”

Schedule D, Part XII, Line 4B

“Real estate and investment expense reclasses”

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IRS990/Form990PartVIISectionAGrp/PersonNm14Charles L Hughes Jr
IRS990/Form990PartVIISectionAGrp/PersonNm15Jo Ann Shimek
IRS990/Form990PartVIISectionAGrp/PersonNm16Michael C Stolowski
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SVP/Director of Sales
IRS990/Form990PartVIISectionAGrp/TitleTxt2SVP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4SVP/Chief Underwriter
IRS990/Form990PartVIISectionAGrp/TitleTxt5SVP/Information Technologies
IRS990/Form990PartVIISectionAGrp/TitleTxt6SVP/Marketing-Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt7SVP/Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP/Human Resources & Training
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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IRS990/MissionDesc0Catholic Life Insurance is a fraternal benefit society that offers life insurance, retirement products and Medicare supplement insurance.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,207,953,221
Liabilities
$1,104,699,746
Net assets
$103,253,475
Revenue
$105,005,384
Expenses
$99,119,840
Net income
$5,885,544
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
2019Detailed filing. Detailed filing data is available for this year.$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