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CATHOLIC LIFE INSURANCE

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Public IRS 990 nonprofit record

CATHOLIC LIFE INSURANCE

EIN 74-0548665 · Mutual & Membership Benefit (Y)

What they do

CATHOLIC LIFE INSURANCE is A FRATERNAL BENEFIT SOCIETY THAT OFFERS LIFE INSURANCE and RETIREMENT PRODUCTS.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$97.83spent for every $100 of revenueRevenue covered expenses this year.
$11.48in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,013,331 for JOSEPH MICHAEL BELZ (FORMER PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$109,863,065
Expenses$107,484,293
Annual surplus $2,378,772 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$109,863,065
Expenses$107,484,293
Assets$1,233,652,419
Income$244,354,216
Stocks and bonds$1,168,932,754
Accounting fees$547,496
Investing fees$844,014
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
JOSEPH MICHAEL BELZFORMER PRESIDENT $1,013,331Base $980,331 · Other $33,000
CHRISTOPHER MICHAEL BELZPRESIDENT/CEO · 38 hrs/week $389,269Base $356,216 · Other $33,053
COLLEEN Z BERGERSVP/CFO · 38 hrs/week $288,372Base $236,082 · Other $52,290
JOHN MICHAEL LUKSASVP/DIRECTOR OF SALES - END 06/01/24 · 38 hrs/week $238,763Base $191,637 · Other $47,126
SCOTT D BRANTSVP/INFORMATION TECHNOLOGIES · 38 hrs/week $236,950Base $178,257 · Other $58,693
FRANK J GENTILESVP/CHIEF UNDERWRITER · 38 hrs/week $220,568Base $184,948 · Other $35,620
DAWN C FANFELLEVP/HUMAN RESOURCES & TRAINING · 38 hrs/week $169,772Base $125,078 · Other $44,694
JANET M FRIESENHAHNVP/INTERIM DIRECTOR OF SALES · 38 hrs/week $151,200Base $112,064 · Other $39,136
TRICIA D MICHALEKVP/OPERATIONS · 38 hrs/week $138,146Base $125,644 · Other $12,502
ROLAND DEWINNE JRDIRECTOR · 4 hrs/week $24,774
DENNIS R MATTHIESENDIRECTOR · 4 hrs/week $22,816
JOHN RAABEDIRECTOR · 4 hrs/week $22,266

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

JOSEPH MICHAEL BELZFORMER PRESIDENT

CHRISTOPHER MICHAEL BELZPRESIDENT/CEO

COLLEEN Z BERGERSVP/CFO

JOHN MICHAEL LUKSASVP/DIRECTOR OF SALES - END 06/01/24

SCOTT D BRANTSVP/INFORMATION TECHNOLOGIES

FRANK J GENTILESVP/CHIEF UNDERWRITER

DAWN C FANFELLEVP/HUMAN RESOURCES & TRAINING

JANET M FRIESENHAHNVP/INTERIM DIRECTOR OF SALES

TRICIA D MICHALEKVP/OPERATIONS

ROLAND DEWINNE JRDIRECTOR

DENNIS R MATTHIESENDIRECTOR

JOHN RAABEDIRECTOR

DIANNE CERNYDIRECTOR

DANNY J NORTMANDIRECTOR

HARRY ALLEN STRICKLANDDIRECTOR

EVA MARTINEZDIRECTOR

FELIX SKARPADIRECTOR - END 06/01/24

TARA L DURBINDIRECTOR - BEG 07/13/24

About this charity

Recognized since
January 1969
Location
1635 NE LOOP 410 SUITE 400, SAN ANTONIO, TX 78209
County
Bexar
In care of
COLLEEN Z BERGER
Primary officer
COLLEEN Z BERGER, SVP/CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
ERNST & YOUNG US LLP
NTEE classification
Mutual & Membership Benefit (Y)
IRS tax category
Mutual & Membership Benefit

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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