Nonprofit · EIN 74-0548665
CATHOLIC LIFE INSURANCE
Tax-exempt · SAN ANTONIO, TX 78209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $109,863,065 | $107,484,293 | $2,378,772 | $1,233,652,419 | $1,117,766,101 | $115,886,318 |
| December 31, 2023 | 990 | $152,779,246 | $148,546,277 | $4,232,969 | $1,265,111,807 | $1,150,782,266 | $114,329,541 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $56,537,205
- Investment income
- $53,713,345
- Net rental income
- -$836,475
- Net gain from sales of assets
- -$1,022,555
- Other revenue
- -$387,485
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $129,808,871
- Compensation of officers, directors and key employees
- $1,093,677
- Other salaries and wages
- $4,665,890
- Salaries, compensation and benefits (total)
- $6,960,200
- Professional fundraising fees
- $0
- Legal fees
- $100,848
- Accounting fees
- $547,496
- Occupancy
- $175,285
- Travel
- $117,986
- Depreciation
- $351,121
Balance sheet and other
- Total assets, start of year
- $1,265,111,807
- Total assets, end of year
- $1,233,652,419
- Total liabilities, end of year
- $1,117,766,101
- Net assets, end of year
- $115,886,318
- Land, buildings and equipment
- $5,307,516
- Publicly traded securities
- $1,168,932,754
- Gross receipts
- $244,354,216
- Employees
- 83
- Volunteers
- 371
- Year formed
- 1901
- State of legal domicile
- TX
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 |
|---|---|---|---|---|
| Joseph Michael Belz | FORMER PRESIDENT Former | 0 | $980,331 | $33,000 |
| Christopher Michael Belz | President/CEO Trustee or director, Officer | 38.5 | $356,216 | $33,053 |
| Colleen Z Berger | SVP/CFO Officer | 38.5 | $236,082 | $52,290 |
| John Michael Luksa | SVP/Director of Sales - END 06/01/24 Key employee | 38.5 | $191,637 | $47,126 |
| Scott D Brant | SVP/Information Technologies Highest-paid employee | 38.5 | $178,257 | $58,693 |
| Frank J Gentile | SVP/Chief Underwriter Highest-paid employee | 38.5 | $184,948 | $35,620 |
| Dawn C Fanfelle | VP/Human Resources & Training Highest-paid employee | 38.5 | $125,078 | $44,694 |
| Janet M Friesenhahn | VP/Interim Director of Sales Highest-paid employee | 38.5 | $112,064 | $39,136 |
| Tricia D Michalek | VP/Operations Highest-paid employee | 38.5 | $125,644 | $12,502 |
| Roland DeWinne Jr | Director Trustee or director | 4 | $24,774 | $0 |
| Dennis R Matthiesen | Director Trustee or director | 4 | $22,816 | $0 |
| John Raabe | Director Trustee or director | 4 | $22,266 | $0 |
| Dianne Cerny | Director Trustee or director | 4 | $21,973 | $0 |
| Danny J Nortman | Director Trustee or director | 4 | $21,166 | $0 |
| Eva Martinez | Director Trustee or director | 4 | $18,966 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Harry Allen Strickland | Director Trustee or director | 4 | $18,966 |
| Felix Skarpa | Director - END 06/01/24 Trustee or director | 4 | $15,802 |
| Tara L Durbin | Director - BEG 07/13/24 Trustee or director | 4 | $10,544 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joseph Michael Belz | President Emeritus - END 12/15/23 Trustee or director, Officer | 38.5 | $1,012,292 | $61,307 |
| Christopher Michael Belz | President/CEO - BEG 12/01/23 Trustee or director, Officer | 38.5 | $319,522 | $731 |
| John M Luksa | SVP/Director of Sales Key employee | 38.5 | $232,389 | $66,052 |
| Colleen Z Berger | SVP/CFO Officer | 38.5 | $223,920 | $54,322 |
| Scott D Brant | SVP/Information Technologies Highest-paid employee | 38.5 | $172,273 | $50,818 |
| Frank Gentile | SVP/Chief Underwriter Highest-paid employee | 38.5 | $181,743 | $33,382 |
| Barbara A Cheaney | SVP/Marketing-Communications Highest-paid employee | 38.5 | $144,031 | $34,779 |
| Dawn C Fanfelle | VP/Human Resources & Training Highest-paid employee | 38.5 | $128,886 | $28,934 |
| Janet Friesenhahn | VP/Director of Agencies Highest-paid employee | 38.5 | $101,093 | $36,879 |
| Felix J Skarpa | Director Trustee or director | 4 | $27,442 | $0 |
| Dianne Cerny | Director Trustee or director | 4 | $25,274 | $0 |
| Dennis R Matthiesen | Director Trustee or director | 4 | $22,050 | $0 |
| Danny J Nortman | Director Trustee or director | 4 | $21,500 | $0 |
| John Raabe | Director Trustee or director | 4 | $21,500 | $0 |
| Roland DeWinne Jr | Director Trustee or director | 4 | $20,675 | $0 |
| Eva Martinez | Director Trustee or director | 4 | $19,300 | $0 |
| Allen Strickland | Director Trustee or director | 4 | $18,200 | $0 |
Address and contacts
- Address (IRS master file)
- 1635 NE LOOP 410, SAN ANTONIO, TX 78209-1625
- In care of
- % COLLEEN Z BERGER
- Principal officer (990 for 2024)
- COLLEEN Z BERGER, 1635 NE LOOP 410 SUITE 400, SAN ANTONIO, TX 78209
- Signed the 990
- COLLEEN Z BERGER, SVP/CFO
- Phone
- (210) 828-9921
- Website
- CLIU.COM
- Return prepared by
- ERNST & YOUNG US LLP
Mission
CATHOLIC LIFE INSURANCE IS A FRATERNAL BENEFIT SOCIETY THAT OFFERS LIFE INSURANCE AND RETIREMENT PRODUCTS.
Program accomplishments
- CATHOLIC LIFE INSURANCE IS A FRATERNAL BENEFIT SOCIETY THAT OFFERS LIFE INSURANCE AND RETIREMENT PRODUCTS.
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
- 74-0548665
- Tax-exempt status
- 501(c)(8): Fraternal beneficiary society
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 1996
- Assets (IRS master file)
- $1,233,652,419
- Income (IRS master file)
- $244,354,216
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $109,863,065 | $107,484,293 | $1,233,652,419 | IRS |
| 990 | December 2023 | $152,779,246 | $148,546,277 | $1,265,111,807 | XML |
| 990 | December 2022 | $112,709,879 | $108,335,852 | $1,276,938,142 | IRS |
| 990 | December 2021 | $118,816,051 | $113,840,701 | $1,259,804,171 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 74-0548665).
Questions about CATHOLIC LIFE INSURANCE
- What is the EIN of CATHOLIC LIFE INSURANCE?
- The employer identification number (EIN) of CATHOLIC LIFE INSURANCE is 74-0548665.
- Is CATHOLIC LIFE INSURANCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1969.
- Are donations to CATHOLIC LIFE INSURANCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes).
- Which annual return does CATHOLIC LIFE INSURANCE 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 LIFE INSURANCE 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 LIFE INSURANCE 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 LIFE INSURANCE?
- The 990 for the year ended December 31, 2024 names COLLEEN Z BERGER.
- Who are the officers and directors of CATHOLIC LIFE INSURANCE?
- The 990 for the year ended December 31, 2024 lists 18 people; 18 received compensation from the organization, the highest $980,331 (Joseph Michael Belz, FORMER PRESIDENT).
- How much revenue does CATHOLIC LIFE INSURANCE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $109,863,065, expenses of $107,484,293 and total assets of $1,233,652,419 at year end.
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