Nonprofit · EIN 46-4354011
CATHOLIC INVESTMENT SERVICES INC
Also known as PETER C JETON
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,338,195 | $2,133,332 | $204,863 | $1,129,566 | $320,773 | $808,793 |
| December 31, 2023 | 990 | $2,192,124 | $2,192,585 | -$461 | $1,142,909 | $554,874 | $588,035 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $46,650
- Program service revenue
- $2,300,310
- Investment income
- -$9,560
- Net gain from sales of assets
- -$10,141
- Other revenue
- $795
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $216,000
- Other salaries and wages
- $948,500
- Salaries, compensation and benefits (total)
- $1,362,120
- Professional fundraising fees
- $0
- Legal fees
- $35,009
- Accounting fees
- $108,865
- Occupancy
- $162,671
- Travel
- $128,664
- Depreciation
- $32
- Program services (functional)
- $1,641,644
- Management and general (functional)
- $491,688
Balance sheet and other
- Total assets, start of year
- $1,142,909
- Total assets, end of year
- $1,129,566
- Total liabilities, end of year
- $320,773
- Net assets, end of year
- $808,793
- Net assets without donor restrictions
- $808,793
- Gross receipts
- $2,348,336
- Employees
- 6
- Volunteers
- 0
- Year formed
- 2013
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ZELA ASTARJIAN | DIRECTOR OF INVESTOR RELATIONS Highest-paid employee | 40 | $251,395 | $113,851 |
| THOMAS E LANCTOT | CEO/PRESIDENT/TREASURER/DIRECTOR Trustee or director, Officer | 40 | $310,000 | $31,000 |
| MICHAEL NAGY | DIRECTOR OF INVESTOR RELATIONS Highest-paid employee | 40 | $212,457 | $70,402 |
| JEREMY TAYLOR | DIRECTOR OF INVESTOR RELATIONS Highest-paid employee | 40 | $190,000 | $19,000 |
| DAVID BINNEY | VP OF OPERATIONS Highest-paid employee | 40 | $148,954 | $52,920 |
| SCOTT C MALPASS | CHAIRMAN/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN J BRENNAN | SECRETARY/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| PAUL SCHOTT STEVENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIXON DOLL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAULITA PIKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SISTER IRENE O'NEILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID TAICLET | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS E LANCTOT | CEO/PRESIDENT/TREASURER/DI Trustee or director, Officer | 40 | $310,000 | $156,000 |
| ZELA ASTARJIAN | DIRECTOR OF INVESTOR RELATIONS Highest-paid employee | 40 | $241,715 | $83,249 |
| MICHAEL NAGY | DIRECTOR OF INVESTOR RELATIONS Highest-paid employee | 40 | $224,513 | $54,830 |
| JEREMY TAYLOR | DIRECTOR OF INVESTOR RELATIONS Highest-paid employee | 40 | $200,000 | $25,000 |
| DAVID BINNEY | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $131,160 | $40,074 |
| SCOTT C MALPASS | CHAIRMAN/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN J BRENNAN | SECRETARY/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| JOAN A PAYDEN | DIRECTOR (RETIRED 11/15/23) Trustee or director | 1 | $0 | $0 |
| PAUL SCHOTT STEVENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIXON DOLL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAULITA PIKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SISTER IRENE O'NEILL | DIRECTOR (APPOINTED 8/21/23) Trustee or director | 1 | $0 | $0 |
| DAVID TAICLET | DIRECTOR (APPOINTED 8/21/23) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 STATE STREET 15TH FLOOR, BOSTON, MA 02109-2605
- Principal officer (990 for 2024)
- TIMOTHY D'ARCY, 200 STATE STREET 13TH FLOOR, BOSTON, MA 021092625
- Signed the 990
- TIMOTHY D'ARCY, CURRENT PRESIDENT/CEO
- Phone
- (617) 758-6588
- Website
- WWW.CATHOLICINVEST.ORG
- Return prepared by
- EAG NEW ENGLAND LLC
Mission
TO PROMOTE SOCIALLY RESPONSIBLE INVESTMENTS IN ACCORDANCE WITH SOCIALLY RESPONSIBLE INVESTMENT GUIDELINES PUBLISHED BY THE ROMAN CATHOLIC BISHOPS OF THE UNITED STATES 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.
Program accomplishments
- 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.Expenses $1,641,644 · revenue $2,300,310
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-4354011
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W99)
- Assets (IRS master file)
- $1,129,566
- Income (IRS master file)
- $2,348,336
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,338,195 | $2,133,332 | $1,129,566 | XML |
| 990 | December 2023 | $2,192,124 | $2,192,585 | $1,142,909 | XML |
| 990 | December 2022 | $1,984,985 | $1,926,688 | $1,125,933 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4354011).
Questions about CATHOLIC INVESTMENT SERVICES INC
- What is the EIN of CATHOLIC INVESTMENT SERVICES INC?
- The employer identification number (EIN) of CATHOLIC INVESTMENT SERVICES INC is 46-4354011.
- Is CATHOLIC INVESTMENT SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to CATHOLIC INVESTMENT SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CATHOLIC INVESTMENT SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CATHOLIC INVESTMENT SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATHOLIC INVESTMENT SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CATHOLIC INVESTMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 names TIMOTHY D'ARCY.
- Who are the officers and directors of CATHOLIC INVESTMENT SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 12 people; 5 received compensation from the organization, the highest $251,395 (ZELA ASTARJIAN, DIRECTOR OF INVESTOR RELATIONS).
- How much revenue does CATHOLIC INVESTMENT SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,338,195, expenses of $2,133,332 and total assets of $1,129,566 at year end.
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