Catholic Holy Family Society
- Assets
- $195.7m
- Revenue
- $37.3m
- Investments
- $0.0
- Employees
- 21
- Location
- Belleville, IL
- Founding
- 10/1948
- Data as of
- 12/2022
- 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 12/2022, Catholic Holy Family Society employed 21 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 12/2022, Catholic Holy Family Society generated $37.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.4% each year. All expenses for the organization totaled $36.5m during the year ending 12/2022. While expenses have increased by 5.5% 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
2022
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 | $158,951 |
Thomas Brandmeyer Preneed Regional Director | 36 | $148,776 | |
Darlene Russell Preneed Regional Director | 36 | $107,185 | |
Craig Liadis Preneed Regional Director | 36 | $104,269 | |
Whitney Meyer Treasurer(start 8/22) | Officer | 36 | $78,776 |
Lisa Brauer Corporate Secretary | Officer | 36 | $61,046 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Gregg Skalinder Computer Consulting | 12/30/16 | $136,366 |
Aqs Asset Management Llc Investment Manager | 12/30/16 | $136,913 |
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 | $37,274,607 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $37,274,607 |
| 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 | $32,068,168 |
| Compensation of current officers, directors, key employees. | $358,183 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $143,092 |
| Pension plan accruals and contributions | $46,564 |
| Other employee benefits | $316,003 |
| Payroll taxes | $95,498 |
| Fees for services: Management | $69,596 |
| Fees for services: Legal | $9,719 |
| Fees for services: Accounting | $1,007,703 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $264,303 |
| Fees for services: Other | $18,368 |
| Advertising and promotion | $184,608 |
| Office expenses | $81,933 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $3,548 |
| Travel | $4,051 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $49,084 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $18,376 |
| Insurance | $78,773 |
| All other expenses | $0 |
| Total functional expenses | $36,463,320 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,393,596 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $69,263 |
| 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 | $141,912 |
| Investments—publicly traded securities | $171,115,551 |
| Investments—other securities | $0 |
| Investments—program-related | $14,163,787 |
| Intangible assets | $0 |
| Other assets | $3,823,932 |
| Total assets | $195,708,041 |
| Accounts payable and accrued expenses | $542,164 |
| 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 | $185,207,948 |
| Total liabilities | $185,750,112 |
| Net assets without donor restrictions | $9,957,929 |
| 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 | $195,708,041 |