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Employer Identification Number 39-0201015

CATHOLIC FINANCIAL LIFE is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:CATHOLIC FINANCIAL LIFE
Employer identification number (EIN):39-0201015
EIN Issuing AuthorityPhiladelphia, PA
NAIC Classification:524140
401k Pension/Benefits registration CATHOLIC FINANCIAL LIFE 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code
State of IncorporationVirgninia, VA

Organization Overview

Mission StatementCatholic Financial Life, a faith-based membership organization, puts Catholic values in action by serving God through serving others, providing financial security and enhancing quality of life. The Society offers individual life insurance and annuity products through a network of Financial Advisors. Members also have access to fraternal benefits that include child cancer and orphan benefits, will preparation benefit and social activities through the chapter system. The Society is committed to hosting and supporting fraternal activities and community outreach. In 2017, members volunteered over 103,000 hours of service valued at nearly $2.5 million to extend their hand to help others in need. Over $1.8 million in contributions were raised through the Society's efforts to promote Catholic education, Diocesan programs, civic causes and more.
Number of Employees192
Number of Volunteers16576
Year Formed1885

Organization Governance

Legal DomicileWI
Voting Members - Governing Body15
Voting Members - Independent13

Organization Financials

2023-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 58,227,341
Program Service Revenue from current yearUSD $ 84,939,256
Investment Income from prior yearUSD $ 65,842,551
Investment Income from current yearUSD $ 71,796,129
Other Revenue from prior yearUSD $ 3,533,561
Other Revenue from current yearUSD $ 5,092,036
Gross receipts from all sourcesUSD $ 264,433,548
Net assets / fund balances at end of fiscal yearUSD $ 138,363,367
Net assets / fund balances at beginning of fiscal yearUSD $ 133,771,483
Total liabilities at end of fiscal yearUSD $ 1,592,976,409
Total liabilities at beginning of fiscal yearUSD $ 1,554,382,452
Total assets at end of fiscal yearUSD $ 1,731,339,776
Total assets at beginning of fiscal yearUSD $ 1,688,153,935
Revenues less expenses for current yearUSD $ 10,080,313
Revenues less expenses for previous yearUSD $ 8,918,677
Total expenses for current yearUSD $ 151,748,838
Total expenses for previous yearUSD $ 118,686,636
Other expenses in current yearUSD $ 17,683,977
Other expenses in previous yearUSD $ 12,471,276
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 10,036,385
Employee salary and benefits paid in previous yearUSD $ 9,279,849
Benefits paid to or for members in current yearUSD $ 122,860,095
Benefits paid to or for members in previous yearUSD $ 95,849,147
Grants and similar amounts paid in current yearUSD $ 1,168,381
Grants and similar amounts paid in previous yearUSD $ 1,086,364
Total revenue in current fiscal yearUSD $ 161,829,151
Total revenue in previous fiscal yearUSD $ 127,605,313
Contributions and grants from current yearUSD $ 1,730
Contributions and grants from previous yearUSD $ 1,860
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Revenue from membership duesUSD $ 1,730
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 4,585,300
2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 62,874,361
Program Service Revenue from current yearUSD $ 58,227,341
Investment Income from prior yearUSD $ 72,374,366
Investment Income from current yearUSD $ 65,842,551
Other Revenue from prior yearUSD $ 3,041,255
Other Revenue from current yearUSD $ 3,533,561
Gross receipts from all sourcesUSD $ 282,946,443
Net assets / fund balances at end of fiscal yearUSD $ 133,771,483
Net assets / fund balances at beginning of fiscal yearUSD $ 123,985,613
Total liabilities at end of fiscal yearUSD $ 1,554,382,452
Total liabilities at beginning of fiscal yearUSD $ 1,572,788,976
Total assets at end of fiscal yearUSD $ 1,688,153,935
Total assets at beginning of fiscal yearUSD $ 1,696,774,589
Revenues less expenses for current yearUSD $ 8,918,677
Revenues less expenses for previous yearUSD $ 11,186,433
Total expenses for current yearUSD $ 118,686,636
Total expenses for previous yearUSD $ 127,105,719
Other expenses in current yearUSD $ 12,471,276
Other expenses in previous yearUSD $ 12,825,897
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 9,279,849
Employee salary and benefits paid in previous yearUSD $ 8,242,465
Benefits paid to or for members in current yearUSD $ 95,849,147
Benefits paid to or for members in previous yearUSD $ 104,748,305
Grants and similar amounts paid in current yearUSD $ 1,086,364
Grants and similar amounts paid in previous yearUSD $ 1,289,052
Total revenue in current fiscal yearUSD $ 127,605,313
Total revenue in previous fiscal yearUSD $ 138,292,152
Contributions and grants from current yearUSD $ 1,860
Contributions and grants from previous yearUSD $ 2,170
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Revenue from membership duesUSD $ 1,860
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 2,104,778
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 63,070,141
Program Service Revenue from current yearUSD $ 62,874,361
Investment Income from prior yearUSD $ 75,907,987
Investment Income from current yearUSD $ 72,374,366
Other Revenue from prior yearUSD $ 2,586,111
Other Revenue from current yearUSD $ 3,041,255
Gross receipts from all sourcesUSD $ 266,757,195
Net assets / fund balances at end of fiscal yearUSD $ 123,985,613
Net assets / fund balances at beginning of fiscal yearUSD $ 114,127,622
Total liabilities at end of fiscal yearUSD $ 1,572,788,976
Total liabilities at beginning of fiscal yearUSD $ 1,569,101,193
Total assets at end of fiscal yearUSD $ 1,696,774,589
Total assets at beginning of fiscal yearUSD $ 1,683,228,815
Revenues less expenses for current yearUSD $ 11,186,433
Revenues less expenses for previous yearUSD $ 13,953,382
Total expenses for current yearUSD $ 127,105,719
Total expenses for previous yearUSD $ 127,613,237
Other expenses in current yearUSD $ 12,825,897
Other expenses in previous yearUSD $ 11,862,646
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 8,242,465
Employee salary and benefits paid in previous yearUSD $ 8,755,222
Benefits paid to or for members in current yearUSD $ 104,748,305
Benefits paid to or for members in previous yearUSD $ 106,089,188
Grants and similar amounts paid in current yearUSD $ 1,289,052
Grants and similar amounts paid in previous yearUSD $ 906,181
Total revenue in current fiscal yearUSD $ 138,292,152
Total revenue in previous fiscal yearUSD $ 141,566,619
Contributions and grants from current yearUSD $ 2,170
Contributions and grants from previous yearUSD $ 2,380
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Revenue from membership duesUSD $ 2,170
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 2,499,238
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 79,655,998
Program Service Revenue from current yearUSD $ 63,070,141
Investment Income from prior yearUSD $ 72,465,614
Investment Income from current yearUSD $ 75,907,987
Other Revenue from prior yearUSD $ 2,642,773
Other Revenue from current yearUSD $ 2,586,111
Gross receipts from all sourcesUSD $ 282,487,399
Net assets / fund balances at end of fiscal yearUSD $ 114,127,622
Net assets / fund balances at beginning of fiscal yearUSD $ 109,240,783
Total liabilities at end of fiscal yearUSD $ 1,569,101,193
Total liabilities at beginning of fiscal yearUSD $ 1,569,701,932
Total assets at end of fiscal yearUSD $ 1,683,228,815
Total assets at beginning of fiscal yearUSD $ 1,678,942,715
Revenues less expenses for current yearUSD $ 13,953,382
Revenues less expenses for previous yearUSD $ 8,677,123
Total expenses for current yearUSD $ 127,613,237
Total expenses for previous yearUSD $ 146,089,742
Other expenses in current yearUSD $ 11,862,646
Other expenses in previous yearUSD $ 14,666,350
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 8,755,222
Employee salary and benefits paid in previous yearUSD $ 10,451,588
Benefits paid to or for members in current yearUSD $ 106,089,188
Benefits paid to or for members in previous yearUSD $ 119,833,598
Grants and similar amounts paid in current yearUSD $ 906,181
Grants and similar amounts paid in previous yearUSD $ 1,138,206
Total revenue in current fiscal yearUSD $ 141,566,619
Total revenue in previous fiscal yearUSD $ 154,766,865
Contributions and grants from current yearUSD $ 2,380
Contributions and grants from previous yearUSD $ 2,480
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Revenue from membership duesUSD $ 2,380
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 2,061,240
2019-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 79,754,548
Program Service Revenue from current yearUSD $ 79,655,998
Investment Income from prior yearUSD $ 74,780,133
Investment Income from current yearUSD $ 72,465,614
Other Revenue from prior yearUSD $ 2,445,414
Other Revenue from current yearUSD $ 2,642,773
Gross receipts from all sourcesUSD $ 361,236,018
Net assets / fund balances at end of fiscal yearUSD $ 109,240,783
Net assets / fund balances at beginning of fiscal yearUSD $ 99,357,420
Total liabilities at end of fiscal yearUSD $ 1,569,701,932
Total liabilities at beginning of fiscal yearUSD $ 1,553,958,979
Total assets at end of fiscal yearUSD $ 1,678,942,715
Total assets at beginning of fiscal yearUSD $ 1,653,316,399
Revenues less expenses for current yearUSD $ 8,677,123
Revenues less expenses for previous yearUSD $ 14,307,526
Total expenses for current yearUSD $ 146,089,742
Total expenses for previous yearUSD $ 142,675,339
Other expenses in current yearUSD $ 14,666,350
Other expenses in previous yearUSD $ 14,221,140
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 10,451,588
Employee salary and benefits paid in previous yearUSD $ 9,615,800
Benefits paid to or for members in current yearUSD $ 119,833,598
Benefits paid to or for members in previous yearUSD $ 117,879,959
Grants and similar amounts paid in current yearUSD $ 1,138,206
Grants and similar amounts paid in previous yearUSD $ 958,440
Total revenue in current fiscal yearUSD $ 154,766,865
Total revenue in previous fiscal yearUSD $ 156,982,865
Contributions and grants from current yearUSD $ 2,480
Contributions and grants from previous yearUSD $ 2,770
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Revenue from membership duesUSD $ 2,480
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 2,040,415
2018-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 24,074
Program Service Revenue from prior yearUSD $ 78,713,394
Program Service Revenue from current yearUSD $ 79,754,548
Investment Income from prior yearUSD $ 75,841,989
Investment Income from current yearUSD $ 74,780,133
Other Revenue from prior yearUSD $ 2,828,913
Other Revenue from current yearUSD $ 2,445,414
Gross receipts from all sourcesUSD $ 300,781,917
Net assets / fund balances at end of fiscal yearUSD $ 99,357,420
Net assets / fund balances at beginning of fiscal yearUSD $ 88,051,947
Total liabilities at end of fiscal yearUSD $ 1,553,958,979
Total liabilities at beginning of fiscal yearUSD $ 1,553,525,352
Total assets at end of fiscal yearUSD $ 1,653,316,399
Total assets at beginning of fiscal yearUSD $ 1,641,577,299
Revenues less expenses for current yearUSD $ 14,307,526
Revenues less expenses for previous yearUSD $ 12,052,442
Total expenses for current yearUSD $ 142,675,339
Total expenses for previous yearUSD $ 145,334,684
Other expenses in current yearUSD $ 14,221,140
Other expenses in previous yearUSD $ 16,477,506
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 9,615,800
Employee salary and benefits paid in previous yearUSD $ 11,310,921
Benefits paid to or for members in current yearUSD $ 117,879,959
Benefits paid to or for members in previous yearUSD $ 116,505,311
Grants and similar amounts paid in current yearUSD $ 958,440
Grants and similar amounts paid in previous yearUSD $ 1,040,946
Total revenue in current fiscal yearUSD $ 156,982,865
Total revenue in previous fiscal yearUSD $ 157,387,126
Contributions and grants from current yearUSD $ 2,770
Contributions and grants from previous yearUSD $ 2,830
Revenue from membership duesUSD $ 2,770
Total of other revenueUSD $ 1,922,712
2017-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 84,260,885
Program Service Revenue from current yearUSD $ 78,713,394
Investment Income from prior yearUSD $ 76,515,967
Investment Income from current yearUSD $ 75,841,989
Other Revenue from prior yearUSD $ 2,469,728
Other Revenue from current yearUSD $ 2,828,913
Gross receipts from all sourcesUSD $ 312,924,020
Net assets / fund balances at end of fiscal yearUSD $ 88,051,947
Net assets / fund balances at beginning of fiscal yearUSD $ 77,189,132
Total liabilities at end of fiscal yearUSD $ 1,553,525,352
Total liabilities at beginning of fiscal yearUSD $ 1,542,898,663
Total assets at end of fiscal yearUSD $ 1,641,577,299
Total assets at beginning of fiscal yearUSD $ 1,620,087,795
Revenues less expenses for current yearUSD $ 12,052,442
Revenues less expenses for previous yearUSD $ 11,856,987
Total expenses for current yearUSD $ 145,334,684
Total expenses for previous yearUSD $ 151,392,703
Other expenses in current yearUSD $ 16,477,506
Other expenses in previous yearUSD $ 14,982,092
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 11,310,921
Employee salary and benefits paid in previous yearUSD $ 12,511,853
Benefits paid to or for members in current yearUSD $ 116,505,311
Benefits paid to or for members in previous yearUSD $ 122,622,085
Grants and similar amounts paid in current yearUSD $ 1,040,946
Grants and similar amounts paid in previous yearUSD $ 1,276,673
Total revenue in current fiscal yearUSD $ 157,387,126
Total revenue in previous fiscal yearUSD $ 163,249,690
Contributions and grants from current yearUSD $ 2,830
Contributions and grants from previous yearUSD $ 3,110
Revenue from membership duesUSD $ 2,830
Total of other revenueUSD $ 2,353,387
2015-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 63,593,231
Program Service Revenue from current yearUSD $ 61,686,561
Investment Income from prior yearUSD $ 63,086,014
Investment Income from current yearUSD $ 63,326,347
Other Revenue from prior yearUSD $ 2,361,329
Other Revenue from current yearUSD $ 2,473,741
Gross receipts from all sourcesUSD $ 214,340,775
Net assets / fund balances at end of fiscal yearUSD $ 57,602,613
Net assets / fund balances at beginning of fiscal yearUSD $ 45,993,651
Total liabilities at end of fiscal yearUSD $ 1,320,497,146
Total liabilities at beginning of fiscal yearUSD $ 1,304,077,496
Total assets at end of fiscal yearUSD $ 1,378,099,759
Total assets at beginning of fiscal yearUSD $ 1,350,071,147
Revenues less expenses for current yearUSD $ 9,644,822
Revenues less expenses for previous yearUSD $ 10,758,439
Total expenses for current yearUSD $ 117,845,267
Total expenses for previous yearUSD $ 118,286,105
Other expenses in current yearUSD $ 11,168,257
Other expenses in previous yearUSD $ 11,689,979
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 9,141,327
Employee salary and benefits paid in previous yearUSD $ 9,129,169
Benefits paid to or for members in current yearUSD $ 96,313,302
Benefits paid to or for members in previous yearUSD $ 96,330,018
Grants and similar amounts paid in current yearUSD $ 1,222,381
Grants and similar amounts paid in previous yearUSD $ 1,136,939
Total revenue in current fiscal yearUSD $ 127,490,089
Total revenue in previous fiscal yearUSD $ 129,044,544
Contributions and grants from current yearUSD $ 3,440
Contributions and grants from previous yearUSD $ 3,970
Revenue from membership duesUSD $ 3,440
Total of other revenueUSD $ 1,910,385

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 390201015

USA Mailing Address
1100 WEST WELLS STREET
MILWAUKEE
WI
53233
Date first seen: 2007-01-01
Date last seen: 2024-07-31
USA Location Address
1100 WEST WELLS STREET
MILWAUKEE
WI
53233
Date first seen: 2007-01-01
Date last seen: 2024-07-31
USA Mailing Address
1100 W WELLS ST
MILWAUKEE
WI
532332391
Date first seen: 2010-10-14
Date last seen: 2019-07-22
USA Location Address
1100 W WELLS ST
MILWAUKEE
WI
532332332
Date first seen: 2019-07-22
Date last seen: 2021-07-27

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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