Csa Fraternal Life
- Assets
- $138.2m
- Revenue
- $24.2m
- Investments
- $0.0
- Employees
- 14
- Location
- Lombard, IL
- Founding
- 09/1940
- Data as of
- 12/2021
- EIN
- 36-0971620
Organization Overview
Csa Fraternal Life is located in Lombard, IL. The organization was established in 1940. 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, Csa Fraternal Life employed 14 individuals. This organization is a parent organization of an affiliated group for tax-exemption purposes. Csa Fraternal Life 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, Csa Fraternal Life generated $24.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.9% each year. All expenses for the organization totaled $24.0m during the year ending 12/2021. While expenses have increased by 4.0% 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
A SOCIETY THAT PROVIDES COMPETITIVE INSURANCE AND RETIREMENT PRODUCTS TO ITS MEMBERS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CSA PROVIDES BENEFITS AND SERVICES COVERAGE FOR LIFE INSURANCE AND ANNUITY PRODUCTS. CSA IS AMERICA'S OLDEST FRATERNAL BENEFIT SOCIETY, AND WAS ESTABLISHED TO HELP THOSE IN NEED. CSA WAS FOUNDED IN 1854 ON THE PRINCIPLES OF EQUALITY, HARMONY, AND FRATERNITY. CSA SERVES NEARLY 20,000 MEMBERS SPREAD THROUGHOUT APPROXIMATELY 60 LODGES IN 21 STATES. FRATERNAL SOCIETIES ARE DEFINED BY ELEMENTS OF PURPOSES, HARMONY AND COMMUNITY. WE ADD VALUE TO OUR PRODUCTS AND SERVICES THROUGH MEMBERSHIP IN A LODGE SYSTEM THAT ENCOURAGES MEMBER BENEFITS AND PROGRAMS FOCUSED ON FAMILY VALUES AND COMMUNITY INVOLVEMENT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John Kielczewski Director/president | OfficerTrustee | 40 | $194,550 |
Matthew Koski Secretary/tresurer | Officer | 40 | $136,678 |
Julie Souza Sales Manager | 40 | $108,346 | |
Irma Farrell Chairman Of The Board | Trustee | 4 | $9,500 |
Diane Dibiance Director | Trustee | 4 | $6,500 |
Thomas Ledvina Director | Trustee | 4 | $6,500 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Parkway Advisors Investment Advisor | 12/30/21 | $107,946 |
Steimla & Associates Inc Actuary | 12/30/21 | $128,725 |
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 | $17,069,817 |
| Investment income | $6,934,143 |
| 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 | $24,229,439 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $29,500 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $20,891,789 |
| Compensation of current officers, directors, key employees. | $533,658 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $757,858 |
| Pension plan accruals and contributions | $20,052 |
| Other employee benefits | $177,542 |
| Payroll taxes | $91,254 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $8,517 |
| Fees for services: Accounting | $37,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $140,488 |
| Fees for services: Other | $264,846 |
| Advertising and promotion | $2,204 |
| Office expenses | $192,522 |
| Information technology | $68,486 |
| Royalties | $0 |
| Occupancy | $185,513 |
| Travel | $90,084 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $52,696 |
| All other expenses | $60,396 |
| Total functional expenses | $23,965,368 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $539,757 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $1,127,725 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $134,987,556 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,536,769 |
| Total assets | $138,191,807 |
| Accounts payable and accrued expenses | $250,697 |
| 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 | $133,724,709 |
| Total liabilities | $133,975,406 |
| Net assets without donor restrictions | $0 |
| 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 | $4,216,401 |
| Total liabilities and net assets/fund balances | $138,191,807 |
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