Catholic Investment Services Inc is located in Boston, MA. The organization was established in 2014. According to its NTEE Classification (W99) the organization is classified as: Public & Societal Benefit N.E.C., under the broad grouping of Public & Societal Benefit and related organizations. As of 12/2019, Catholic Investment Services Inc employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2019, Catholic Investment Services Inc generated $1.8m in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 5.9% each year. All expenses for the organization totaled $1.8m during the year ending 12/2019. While expenses have increased by 9.4% per year over the past 5 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
2019
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE SOCIALLY RESPONSIBLE INVESTMENTS FOR INSTITUTIONS, PROVIDE EDUCATION ABOUT SOCIALLY RESPONSIBLE INVESTING AND SUPPORT EDUCATIONAL PROJECTS; AND SPONSOR, ADMINISTER, AND/OR MANAGE POOLED INVESTMENT FUNDS INVESTED IN ACCORDANCE WITH SOCIALLY RESPONSIBLE INVESTMENT GUIDELINES PUBLISHED BY THE ROMAN CATHOLIC BISHOPS OF THE UNITED STATES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROMOTE SOCIALLY RESPONSIBLE INVESTMENTS FOR INSTITUTIONS, PROVIDE EDUCATION ABOUT SOCIALLY RESPONSIBLE INVESTING AND SUPPORT EDUCATIONAL PROJECTS; AND SPONSOR, ADMINISTER, AND/OR MANAGE POOLED INVESTMENT FUNDS INVESTED IN ACCORDANCE WITH SOCIALLY RESPONSIBLE INVESTMENT GUIDELINES PUBLISHED BY THE ROMAN CATHOLIC BISHOPS OF THE UNITED STATES.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Peter C Jeton See Sch O Ceo/president/treasurer/vice Chairman/director | OfficerTrustee | 40 | $362,333 |
Zela Astarjian Director Of Investor Relations | 40 | $243,125 | |
Jeremy Taylor Director Of Investor Relations | 40 | $146,201 | |
Thomas E Lanctot See Sch O Ceo/president/treasurer/director | OfficerTrustee | 40 | $103,333 |
Scott C Malpass Secretary/director | OfficerTrustee | 1 | $0 |
John J Brennan Chairman/director | OfficerTrustee | 1 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Stradley Ronon Stevens & Young Llp Legal Services | 12/30/14 | $207,089 |
Peter Jeton Management Consulting | 12/30/14 | $106,250 |
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 | $599,482 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $599,482 |
Total Program Service Revenue | $1,236,645 |
Investment income | $225 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $118 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $1,836,515 |
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 | $0 |
Compensation of current officers, directors, key employees. | $430,833 |
Compensation of current officers, directors, key employees. | $129,250 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $530,463 |
Pension plan accruals and contributions | $63,093 |
Other employee benefits | $27,460 |
Payroll taxes | $48,641 |
Fees for services: Management | $128,911 |
Fees for services: Legal | $31,017 |
Fees for services: Accounting | $53,621 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $1,685 |
Advertising and promotion | $136,546 |
Office expenses | $15,471 |
Information technology | $74,640 |
Royalties | $0 |
Occupancy | $132,926 |
Travel | $87,912 |
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 | $351 |
Insurance | $27,829 |
All other expenses | $0 |
Total functional expenses | $1,792,452 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $650,449 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $316,149 |
Accounts receivable, net | $111,084 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $102,753 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $39,166 |
Net Land, buildings, and equipment | $1,447 |
Investments—publicly traded securities | $0 |
Investments—other securities | $13,414 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $1,234,462 |
Accounts payable and accrued expenses | $320,901 |
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 | $0 |
Total liabilities | $320,901 |
Net assets without donor restrictions | $597,412 |
Net assets with donor restrictions | $316,149 |
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 | $1,234,462 |
Over the last fiscal year, we have identified 1 grants that Catholic Investment Services Inc has recieved totaling $33,333.
Awarding Organization | Amount |
---|---|
University Of Notre Dame Du Lac Notre Dame, IN PURPOSE: see Part IV | $33,333 |
Beg. Balance | $248,145 |
Net Contributions | $1,855 |
Other Expense | $150,000 |
Ending Balance | $100,000 |
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