Catholic Holy Family Society
- Assets
- $181.6m
- Revenue
- $35.3m
- Investments
- $0.0
- Employees
- 18
- Location
- Belleville, IL
- Founding
- 10/1948
- Data as of
- 12/2021
- EIN
- 36-2201108
Organization Overview
Catholic Holy Family Society is located in Belleville, IL. The organization was established in 1948. According to its NTEE Classification (Y40) the organization is classified as: Fraternal Societies, under the broad grouping of Mutual & Membership Benefit and related organizations. As of 12/2021, Catholic Holy Family Society employed 18 individuals. This organization is a parent organization of an affiliated group for tax-exemption purposes. Catholic Holy Family Society is a 501(c)(8) and as such, is described as a "Fraternal Beneficiary Society and/or Association" by the IRS.
For the year ending 12/2021, Catholic Holy Family Society generated $35.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.0% each year. All expenses for the organization totaled $34.1m during the year ending 12/2021. While expenses have increased by 6.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROMOTING BELIEF AND TRUST IN GOD; GIVING MEMBERS COURTEOUS, CARING, AND PROMPT SERVICE; AND SERVICING CATHOLIC COMMUNITY THROUGH A VARIETY OF FRATERNAL PROGRAMS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDING MEMBERS AND THEIR FAMILIES WITH FINANCIALLY SOUND INSURANCE PRODUCTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sandra Bouchard President/ceo | OfficerTrustee | 36 | $151,115 |
Ruth Ann Weber VP Of Accounting | 36 | $103,296 | |
Thomas Brandmeyer Regional Director | 36 | $103,107 | |
Lisa Brauer Corporate Secretary | Officer | 36 | $62,204 |
Melvin Weck Chairman Of The Board | OfficerTrustee | 5 | $7,500 |
B Carson Hempen Vice Chairman Of The Board | Trustee | 1 | $4,500 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Aqs Asset Management Llc Investment Manager | 12/30/16 | $136,913 |
Gregg Skalinder Computer Consulting | 12/30/16 | $136,366 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $35,301,955 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $33,358 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $35,335,313 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $29,837,497 |
| Compensation of current officers, directors, key employees. | $259,048 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $199,802 |
| Pension plan accruals and contributions | $42,471 |
| Other employee benefits | $225,364 |
| Payroll taxes | $85,944 |
| Fees for services: Management | $62,608 |
| Fees for services: Legal | $8,304 |
| Fees for services: Accounting | $1,007,553 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $272,007 |
| Fees for services: Other | $58,718 |
| Advertising and promotion | $129,780 |
| Office expenses | $114,862 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $3,839 |
| Travel | $3,255 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $51,259 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $18,828 |
| Insurance | $173,949 |
| All other expenses | $0 |
| Total functional expenses | $34,078,517 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $7,837,367 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $558,500 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $172,515 |
| Investments—publicly traded securities | $161,612,930 |
| Investments—other securities | $0 |
| Investments—program-related | $7,253,957 |
| Intangible assets | $0 |
| Other assets | $4,147,885 |
| Total assets | $181,583,154 |
| Accounts payable and accrued expenses | $168,343 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $172,286,653 |
| Total liabilities | $172,454,996 |
| Net assets without donor restrictions | $9,128,158 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $181,583,154 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Catholic Order Of Foresters Naperville, IL | $1,291,586,056 | $114,599,440 |
Everence Association Inc Goshen, IN | $407,395,698 | $69,175,767 |
Polish Roman Catholic Union Of America Chicago, IL | $239,198,774 | $70,353,750 |
Western Fraternal Life Association Madison, WI | $648,970,346 | $59,441,063 |
Moose International Inc Mooseheart, IL | $248,875,927 | $60,547,515 |
Police And Firemens Insurance Association Carmel, IN | $255,522,812 | $49,657,782 |
Polish National Alliance Of The United States Of Na Chicago, IL | $443,323,344 | $41,988,128 |
National Mutual Benefit Madison, WI | $0 | $36,708,977 |
Catholic Holy Family Society Belleville, IL | $181,583,154 | $35,335,313 |
Csa Fraternal Life Lombard, IL | $138,191,807 | $24,229,439 |
Kone Inc Moline, IL | $0 | $17,815,569 |
National Catholic Society Of Foresters Schaumburg, IL | $168,779,448 | $18,624,381 |