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EIN 46-4354011

Catholic Investment Services (CIS)

IRS 501(c) type
501(c)(3)
Num. employees
8
City
Boston
State
Massachusetts
Year formed
2013
Most recent tax filings
2022-12-01
NTEE code, primary
X22: Roman Catholic
Description
Catholic organizations want to manage their assets in a way that maximizes their returns while staying true to the Catholic principles they support. CIS was formed to address this need.
Total revenues
$1,984,985
2022
Total expenses
$1,926,688
2022
Total assets
$1,125,933
2022
Num. employees
8
2022

Program areas at CIS

To promote socially responsible investments for institutions, provide education about socially responsible investing and support educational projects; and sponsor, administer, and/or manage pooled Investment funds invested in accordance with socially responsible Investment guidelines published by the roman Catholic bishops of the united states.

Who funds Catholic Investment Services (CIS)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
St Louis Community FoundationReligion$33,334
Act for AlexandriaProgram Support$15,000
The Joseph B Glossberg FoundationDonation$100

Personnel at CIS

NameTitleCompensation
Paul Schott StevensChief Executive Officer$0
Thomas LanctotPresident and Treasurer$385,000
Tom LanctotCEO, Catholic Investment Services
David BinneyOperations$142,107
Scott C MalpassChief Investment Officer / Chairman and Director / Secretary and Director$0
...and 2 more key personnel

Financials for CIS

RevenuesFYE 12/2022
Total grants, contributions, etc.$45,160
Program services$1,940,956
Investment income and dividends$529
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,701
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$41
Total revenues$1,984,985

Form 990s for CIS

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-08990View PDF
2021-122022-10-27990View PDF
2020-122021-10-14990View PDF
2019-122020-09-23990View PDF
2018-122019-10-11990View PDF
...and 4 more Form 990s
Data update history
January 1, 2024
Posted financials
Added Form 990 for fiscal year 2022
December 25, 2023
Received grants
Identified 2 new grant, including a grant for $33,334 from St Louis Community Foundation
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
May 21, 2023
Received grants
Identified 1 new grant, including a grant for $1,000 from Friends of Conor
August 15, 2022
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Charities
Issues
Religion
Characteristics
ReligiousCatholicChristianReceives government fundingTax deductible donations
General information
Address
200 State St 15th Floor
Boston, MA 02109
Metro area
Boston-Cambridge-Newton, MA-NH
Website URL
catholicinvest.org/ 
Phone
(617) 758-6588
IRS details
EIN
46-4354011
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2013
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
X22: Roman Catholic
NAICS code, primary
813110: Religious Organizations
Parent/child status
Independent
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