2024-11-15T07:37:45-08:00 2023-12-31 250810411 Hosack Specht Muetzel & Wood 2 Penn Center West Suite 326 Pittsburgh PA 15276 990 2023-01-01 314144574 Catholic Ladies of Columbia CATH 6149444743 700 Taylor Road Gahanna OH 432303321 Loni A Perkins Chief Operating Officer 6149444743 2024-11-10 true true Stephen Niedenberger P01447896 4123439200 2023 2024-10-15 13:58:12Z Fairy Wagner 700 Taylor Rd 280 Columbus OH 43230 18270988 false X www.TheCLC.org X 1897 OH A Fraternal Benefit Society meeting the needs of individuals by providing secure financial products, fellowship and service to others. 7 0 6 20 0 0 0 16217817 13127101 5739585 5136011 35318 7876 21992720 18270988 24900 28000 17526829 27995678 402508 453207 0 0 4509524 -9135299 22463761 19341586 -471041 -1070598 141880372 131092232 138337521 128355252 3542851 2736980 A Fraternal Benefit Society meeting the needs of individuals by providing secure financial products, fellowship and service to others. false false Fraternal life insurance sold to members, donations to charities, promotion of education through scholarships, and service to approximately 10,000 total members. false false false false false false false false false true false false false true false true false false false false false false false false false false true true false false false false false false false false false false false false false false false false true 99 0 true 6 true false false false false false false false false false false X 7 0 false false false false true true false true true false true true false true true true false true true true false X Loni A Perkins 6149444743 700 Taylor Road Suite 280 Columbus OH 43230 Fairy Wagner President 8.00 X X 46152 0 0 Lydia Rall Vice President 2.00 X X 8800 0 0 Charisse Shick Secretary 2.00 X X 7920 0 0 Carol Bockrath Director 2.00 X 4400 0 0 Lucy Vanderhoff Director 2.00 X 4400 0 0 Loni A Perkins Chief Operating Officer 35.00 X 87087 0 13535 Melissa Niese Director 2.00 X 4400 0 0 Linda Petersen Director 2.00 X 4400 0 0 167559 0 13535 false false false Allen Baily & Associates 8310-1 Capital of Texas Highway Nor Austin TX 78731 Actuarial 143504 Parkway Advisors LP 6550 Directors Parkway Abilene TX 79606 Asset Manager 218577 The Union Banking Co 105 Progressive Drive Columbus OH 45830 Insurance Sales 150366 3 Premiums and Annuity Considerations 900099 13127101 0 0 13127101 5136011 0 0 Miscellaneous 900099 7876 7876 0 0 7876 18270988 18270988 0 0 28000 28000 27995678 27995678 379053 379053 0 0 74154 74154 0 0 2776 2776 0 0 18500 18500 0 0 323874 323874 0 0 8010 8010 0 0 36097 36097 0 0 60123 60123 0 0 81613 81613 0 0 9250 9250 0 0 2996 2996 0 0 8071 8071 0 0 Changes in Policy Reserves -10223713 -10223713 0 0 Commissions 507701 507701 0 0 Publications 29403 29403 0 0 19341586 19341586 0 0 1042123 846385 3863 4600 69910 66162 5078 3748 138110938 127690625 2718370 2546874 141880372 131092232 22918 12223 138314603 128343029 138337521 128355252 X 3542851 2736980 3542851 2736980 141880372 131092232 X -1070598 -1098 265825 X X false true X true false 0 0 69910 66162 3748 3748 Policy Reserves 119270137 Liability for Deposit-Type Contracts 89367 Contract Claims-Life 1927162 Provision for Refunds Payable 4000 Premiums and Annuity Considerations 10641 Interest Maintenance Reserve 45465 Amounts Held by Society as Agent or Trustee 522259 Asset Valuation Reserve 864583 Amount Payable on Reinsurance 5609415 128343029 18270988 18270988 18270988 19341586 19341586 19341586 true Scholarships 28 28000 Pt VI, Line 6 The organization is a fraternal insurance benefit society that consists of members through a lodge system. Membership is maintained through an active life insurance or annuity policy. Lodges are represented by delegates at the convention to vote on matters pertaining to the society and electing officers and board members. Pt VI, Line 7a Membership is maintained through an active life insurance respective lodge. Members can be nominated for the board or for officer positions at the convention that is held every four years. Pt VI, Line 11b A copy of Form 990 is provided to the Sociey for review by the President, and by the Chief Operating Officer, prior to the filing of the return. Pt VI, Line 12c Each year the directors complete a disclosure form. The President and Secretary review these forms for any conflicts and propose any resolutions. Pt VI, Line 15a Compensation is determined and reviewed by the Board of Directors. Consideration is given to performance, expectations and to compensation paid by other fraternal organizations of our size. Pt VI, Line 15b Approved at National Convention every four years. Pt VI, Line 19 THe organizations by-laws are published at the convention and in its monthly newsletter when changes occur. Governing documents and financial statements are available upon request at the home office. A condensed summary of the annual statement is published in its monthly newsletter. Pt XI Other changes consist of Change in Non-Admitted Assets $(75,623) and Change in Valuation Reserve $(155,798) for a total change of $(231,421). Pt XII, Line 1 The Society prepares its financial statements in conformity with the accounting practice prescribed by the Insurance Department of the State of Ohio.