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EIN 74-0548665

Catholic Life Insurance

IRS 501(c) type
501(c)(8)
Num. employees
80
City
San Antonio
State
Texas
Year formed
1901
Most recent tax filings
2023-12-01
NTEE code, primary
Y20: Insurance Providers, Services
Description
Catholic Life Insurance is a fraternal benefit society that offers life insurance, retirement products and Medicare supplement insurance. A fraternal benefit society which provides Life, whole Life, and universal Life certificates, and annuity contracts to its members.
Total revenues
$152,779,246
2023
Total expenses
$148,546,277
2023
Total assets
$1,265,111,807
2023
Num. employees
80
2023

Program areas at Catholic Life Insurance

Catholic Life Insurance is a fraternal benefit society that offers Life Insurance and retirement products.

Personnel at Catholic Life Insurance

NameTitleCompensation
Joseph Michael BelzPresident and Chief Executive Officer$615,152
Colleen Z BergerSenior Vice President and Chief Financial Officer$215,512
Tricia D MichalekVice President and Operations$113,256
Barbara A CheaneySenior Vice President and Marketing - Communications$147,383
Scott D BrantSenior Vice President and Information Technologies / Vice President and Info Technology / Vice President and Information Technologies$170,452
...and 6 more key personnel

Financials for Catholic Life Insurance

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$99,339,200
Investment income and dividends$54,702,564
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$-728,815
Net gain from sale of non-inventory assets$-984,799
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$451,096
Total revenues$152,779,246

Form 990s for Catholic Life Insurance

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990View PDF
2022-122023-11-15990View PDF
2021-122022-11-10990View PDF
2020-122021-11-11990View PDF
2019-122021-06-24990View PDF
...and 10 more Form 990s
Data update history
January 7, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 6, 2024
Updated personnel
Identified 5 new personnel
December 26, 2023
Used new vendors
Identified 1 new vendor, including
July 15, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 5, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizationsInsurance companiesHeadquarter / parent organizationsCharities
Issues
No issues found
Characteristics
Community engagement / volunteeringTax deductible donations
General information
Address
1635 Ne LP 410 Suite 400
San Antonio, TX 78209
Metro area
San Antonio-New Braunfels, TX
County
Bexar County, TX
Website URL
cliu.com/ 
Phone
(210) 828-9921
IRS details
EIN
74-0548665
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1901
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
Y20: Insurance Providers, Services
NAICS code, primary
52411: Direct Life, Health, and Medical Insurance Carriers
Parent/child status
Parent of group exemption
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