Civic Intelligence

Catholic Life Insurance

990 • Fiscal year 2020 • EIN 74-0548665

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization ProfileCLIU.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

91st percentile

0.91x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

9.78x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Net Margin

30th percentile

2.4%

Higher net margin than 30% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Top Officer Pay

29th percentile

$742,332

Higher top officer pay than 29% of similar nonprofits.

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

2020 filings • $1B+ nonprofits • Source year 2020

Asset Growth

19th percentile

2.2%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

9.8%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$1,234,007,036

Up $26,053,815 (+2.2%) from 2019

Net Assets

Up

$105,830,817

Up $2,577,342 (+2.5%) from 2019

Liabilities

Up

$1,128,176,219

Up $23,476,473 (+2.1%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin30th percentile

Revenue

Up

$115,301,097

Up $10,295,713 (+9.8%) from 2019

Expenses

Up

$112,486,710

Up $13,366,870 (+13%) from 2019

Net Income

Down

$2,814,387

Down $3,071,157 (-52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2020

Assets$1,234,007,036
Liabilities$1,128,176,219
Net Assets$105,830,817
Open 2020 Filing

Operations Trend

Revenue Growth74th 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

2020

Revenue$115,301,097
Expenses$112,486,710
Net Income$2,814,387
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$242,213,616
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$1,151,134,862$1,188,885,365▲ $37,750,503
Investments Other Securities$2,246,720$12,019,342▲ $9,772,622
Accounts Receivable$11,705,560$12,014,561▲ $309,001
Cash and Non-Interest-Bearing Accounts$30,752,765$8,867,941▼ $21,884,824
Land, Buildings, and Equipment, Net$6,043,831$6,298,661▲ $254,830
Other Notes and Loans Receivable, Net$5,905,183$5,744,111▼ $161,072
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$1,207,953,221$1,234,007,036▲ $26,053,815
Other Assets Total$164,300$177,055▲ $12,755
Liabilities
Other Liabilities$1,103,008,120$1,126,510,943▲ $23,502,823
Accounts Payable and Accrued Expenses$1,691,626$1,665,276▼ $26,350
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$1,104,699,746$1,128,176,219▲ $23,476,473
Net Assets / Fund Balance
Total Net Assets Fund Balance$103,253,475$105,830,817▲ $2,577,342
Total Liabilities and Net Assets / Fund Balance$1,207,953,221$1,234,007,036▲ $26,053,815

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$141,273$739,989$881,262
Buildings$5,854,909$5,502,774-
Leasehold Improvements$302,479$3,131,793-
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph Michael BelzPresident/CEOFT$500,337$241,995$742,332
John Michael LuksaSVP/Director of SalesFT$173,332$81,248$254,580
Colleen Z BergerSVP/CFOFT$189,095$62,020$251,115
Michael A NanceVP/TreasurerFT$152,595$55,268$207,863
Scott D BrantSVP/Information TechnologiesFT$147,490$44,282$191,772
Frank GentileSVP/Chief UnderwriterFT$144,847$41,716$186,563
Barbara A CheaneySVP/Marketing-CommunicationsFT$127,825$48,999$176,824
Dawn C FanfelleVP/Human Resources & TrainingFT$115,914$12,938$128,852
Tricia D MichalekVP/OperationsFT$101,638$9,613$111,251
Michael C StolowskiDirector-$20,080-$20,080
Tommy J HoelscherDirector (Termed 9/2020)-$19,807-$19,807
Felix J SkarpaDirector-$18,763-$18,763
Robert L Moczygemba SrDirector-$17,805-$17,805
Cynthia Travis-OlsonDirector-$17,605-$17,605
Jo Ann ShimekDirector-$17,605-$17,605
Charles L Hughes JrDirector-$17,155-$17,155
Sandra T KingDirector (Termed 9/2020)-$12,650-$12,650
Dennis R MatthiesenDirector-$6,845-$6,845
Ronnie W KadlacekDirector-$6,595-$6,595

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellington Management Co LLPInvestment MGMT75 State Street, Boston, MA 02109$750,402
The Sabinal GroupConstruction237 W Travis 200, San Antonio, TX 78205$653,872
Eugene SmartIndependent Agent5889 S Braeswood Blvd, Houston, TX 77096$451,492
Allen Bailey Associates IncActuarial Services8310 Capital of TX Hwy Ste 370, Austin, TX 78731$296,066
Ernst Young US LLPIndp. Audit srvc200 PLAZA DRIVE, Secaucus, NJ 07094$264,727
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$65,994,175
Investment Income
$48,805,369
Other Revenue
$501,553
Change in Net Assets
$2,814,387

Audited Revenue Reconciliation

Revenue per Audited Statements
$116,967,428
Revenue Not Reported on Financial Statements
$-1,666,331
Revenue Not Reported on Form 990
$-1,342,995
Other Revenue Adjustments
$-1,666,331
Total Revenue per Audited Statements
$115,624,433
Total Revenue per Form 990
$115,301,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,799,101
Salaries, Compensation, and Employee Benefits$6,364,192
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$77,323,417
Other Salaries and Wages---$3,481,751
Current Officers, Directors, Trustees, and Key Employees---$1,610,800
Fees for Service Investment Mgmnt Fees---$988,193
Office Expenses---$977,031
Depreciation Depletion---$906,951
Fees for Services Accounting---$688,756
Other Employee Benefits---$665,935
Other Expenses---$419,234
Conferences and Meetings---$364,673
Payroll Taxes---$353,315
Advertising---$279,636
Pension Plan Contributions---$252,391
Occupancy---$151,637
Insurance---$117,786
Information Technology---$111,866
Fees for Services Other---$104,717
Travel---$50,106
Fees for Services Legal---$31,291
Total Functional Expenses$0$0$0$112,486,710

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$112,486,710
Expenses per Audited Statements$111,143,715
Total Expenses per Audited Statements$111,143,715
Expenses Not Reported on Financial Statements$1,342,995
Other Expense Adjustments$1,342,995
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$1,084,816,570
Liability for Deposit-type Contract$15,505,114
Contract Claims - Life$11,866,009
Miscellaneous Liabilities - Asset Valuation Reserve$6,197,344
Contract Liabilities Not Included Elsewhere$3,196,324
Aggregate Write-ins for Liabilities$2,730,033
Premiums and Annuity Considerations$1,012,963
Liability for Benefits for Employees$894,840
Unearned Investment Income$184,385
Remittances and Items Not Allocated$63,066
Amounts Withheld or Retained by Society$33,210
Contract Claims - Accident and Health$10,747
Aggregate Reserve for Accident$338
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

“Effective September 12, 2020 the bylaws of the organization were amended to reflect changes to articles related to the elections of officers, and board of director requirements, composition and powers. 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. The decisions of the governing body are subject to approval by the members.”

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 Society's 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 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

“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

“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. Include 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 2020 review was performed in March 2020.”

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. 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 2020 review was performed in March 2020.”

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. Form 990, Part XI, Line 9 OTHER CHANGES IN NET ASSETS Change in non-admitted assets $ 730,588 Change in asset valuation reserve 505,788 Increase of defined benefit plan liability (1,004,344) Net of amounts transferred to the IMR (654,461) ------------------------------------------ TOTAL OTHER CHANGES IN NET ASSETS $ (422,429)”

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
2021-11-09
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
76
Volunteers
415

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 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 loss from the sale of assets”

Schedule D, Part XII, Line 4B

“Real estate and investment expense reclasses”

Raw XML AppendixShowing 400 of 724 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01691626
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01665276
IRS990/AccountsReceivableGrp/BOYAmt011705560
IRS990/AccountsReceivableGrp/EOYAmt012014561
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Catholic Life Insurance is a fraternal benefit society that offers life insurance, retirement products and Medicare supplement insurance.
IRS990/AdvertisingGrp/TotalAmt0279636
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt077323417
IRS990/BooksInCareOfDetail/PersonNm0COLLEEN Z BERGER
IRS990/BooksInCareOfDetail/PhoneNum02108289921
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01635 NE LOOP 410 SUITE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078209
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt030752765
IRS990/CashNonInterestBearingGrp/EOYAmt08867941
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt019
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01610800
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt0364673
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0750402
IRS990/ContractorCompensationGrp/CompensationAmt1296066
IRS990/ContractorCompensationGrp/CompensationAmt2451492
IRS990/ContractorCompensationGrp/CompensationAmt3653872
IRS990/ContractorCompensationGrp/CompensationAmt4264727
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt075 State Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt18310 Capital of TX Hwy Ste 370
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt25889 S Braeswood Blvd
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3237 W Travis 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4200 PLAZA DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1AUSTIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2HOUSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3SAN ANTONIO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4SECAUCUS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002109
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd178731
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd277096
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd378205
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd407094
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Wellington Management Co LLP
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1Allen Bailey Associates Inc
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Eugene Smart
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3The Sabinal Group
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4ERNST YOUNG US LLP
IRS990/ContractorCompensationGrp/ServicesDesc0Investment MGMT
IRS990/ContractorCompensationGrp/ServicesDesc1Actuarial Services
IRS990/ContractorCompensationGrp/ServicesDesc2Independent Agent
IRS990/ContractorCompensationGrp/ServicesDesc3Construction
IRS990/ContractorCompensationGrp/ServicesDesc4Indp. Audit srvc
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt077323417
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt048805369
IRS990/CYOtherExpensesAmt028799101
IRS990/CYOtherRevenueAmt0501553
IRS990/CYProgramServiceRevenueAmt065994175
IRS990/CYRevenuesLessExpensesAmt02814387
IRS990/CYSalariesCompEmpBnftPaidAmt06364192
IRS990/CYTotalExpensesAmt0112486710
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0115301097
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0906951
IRS990/Desc0Catholic Life Insurance is a fraternal benefit society that offers life insurance, retirement products and Medicare supplement insurance.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt076
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0688756
IRS990/FeesForServicesLegalGrp/TotalAmt031291
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0104717
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0988193
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt038.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt138.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt238.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt338.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt438.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt538.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt638.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt738.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt838.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt144.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt154.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt164.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt174.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt184.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0160095
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt151293
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt246543
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340228
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt429500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt530778
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt638670
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt712938
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt89613
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0Joseph Michael Belz
IRS990/Form990PartVIISectionAGrp/PersonNm1John Michael Luksa
IRS990/Form990PartVIISectionAGrp/PersonNm2Colleen Z Berger
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael A Nance
IRS990/Form990PartVIISectionAGrp/PersonNm4Scott D Brant
IRS990/Form990PartVIISectionAGrp/PersonNm5Frank Gentile
IRS990/Form990PartVIISectionAGrp/PersonNm6Barbara A Cheaney
IRS990/Form990PartVIISectionAGrp/PersonNm7Dawn C Fanfelle
IRS990/Form990PartVIISectionAGrp/PersonNm8Tricia D Michalek
IRS990/Form990PartVIISectionAGrp/PersonNm9Michael C Stolowski
IRS990/Form990PartVIISectionAGrp/PersonNm10Tommy J Hoelscher
IRS990/Form990PartVIISectionAGrp/PersonNm11Felix J Skarpa
IRS990/Form990PartVIISectionAGrp/PersonNm12Robert L Moczygemba Sr
IRS990/Form990PartVIISectionAGrp/PersonNm13Cynthia Travis-Olson
IRS990/Form990PartVIISectionAGrp/PersonNm14Jo Ann Shimek
IRS990/Form990PartVIISectionAGrp/PersonNm15Charles L Hughes Jr
IRS990/Form990PartVIISectionAGrp/PersonNm16Sandra T King
IRS990/Form990PartVIISectionAGrp/PersonNm17Dennis R Matthiesen
IRS990/Form990PartVIISectionAGrp/PersonNm18Ronnie W Kadlacek
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0582237
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1203287
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2204572
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3167635
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4162272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5155785
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6138154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7115914
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8101638
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt920080
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1019807
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1118763
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1217805
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1317605
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1417605
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1517155
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1612650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt176845
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt186595
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1SVP/Director of Sales
IRS990/Form990PartVIISectionAGrp/TitleTxt2SVP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4SVP/Information Technologies
IRS990/Form990PartVIISectionAGrp/TitleTxt5SVP/Chief Underwriter
IRS990/Form990PartVIISectionAGrp/TitleTxt6SVP/Marketing-Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP/Human Resources & Training
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP/Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director (Termed 9/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director (Termed 9/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01901
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-1666331
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0123764149
IRS990/GrossReceiptsAmt0242213616
IRS990/GrossRentsGrp/RealAmt0885038
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0111866
IRS990/InsuranceGrp/TotalAmt0117786
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt050471700
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050471700
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02246720
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012019342
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01151134862
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01188885365
IRS990/IRPDocumentCnt027753
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09374556
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06043831
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06298661
IRS990/LandBldgEquipCostOrOtherBssAmt015673217
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0125430480
IRS990/LessRentalExpensesGrp/RealAmt01482039
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CATHOLIC LIFE INSURANCE IS A FRATERNAL BENEFIT SOCIETY THAT OFFERS LIFE INSURANCE, RETIREMENT PRODUCTS AND MEDICARE SUPPLEMENT INSURANCE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0103253475
IRS990/NetAssetsOrFundBalancesEOYAmt0105830817
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1666331
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1666331
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-597001
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-597001
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0185384
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0151637
IRS990/OfficeExpensesGrp/TotalAmt0977031
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0164300
IRS990/OtherAssetsTotalGrp/EOYAmt0177055
IRS990/OtherChangesInNetAssetsAmt0-422429
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0665935
IRS990/OtherExpensesGrp/Desc0INCREASE IN POLICY RSV
IRS990/OtherExpensesGrp/Desc1COMMISSIONS
IRS990/OtherExpensesGrp/Desc2FRAT EXP. & BRANCH FUNDING
IRS990/OtherExpensesGrp/Desc3ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt020294923
IRS990/OtherExpensesGrp/TotalAmt12960361
IRS990/OtherExpensesGrp/TotalAmt2351940
IRS990/OtherExpensesGrp/TotalAmt3419234
IRS990/OtherLiabilitiesGrp/BOYAmt01103008120
IRS990/OtherLiabilitiesGrp/EOYAmt01126510943
IRS990/OtherRevenueMiscGrp/BusinessCd0524114
IRS990/OtherRevenueMiscGrp/Desc0AMORTIZATION OF IMR
IRS990/OtherRevenueMiscGrp/ExclusionAmt01098554
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01098554
IRS990/OtherRevenueTotalAmt01098554
IRS990/OtherSalariesAndWagesGrp/TotalAmt03481751
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05905183
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt05744111
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt0353315
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0252391
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0COLLEEN Z BERGER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,234,007,036
Liabilities
$1,128,176,219
Net assets
$105,830,817
Revenue
$115,301,097
Expenses
$112,486,710
Net income
$2,814,387
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
2020Detailed filing. Detailed filing data is available for this year.$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