Catholic Investment Services Inc
- Assets
- $1.2m
- Revenue
- $1.8m
- Investments
- $13.4k
- Employees
- 5
- Location
- Boston, MA
- Founding
- 07/2014
- Data as of
- 12/2019
- EIN
- 46-4354011
Organization Overview
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.
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Board, Officers & Key Employees
| 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 |
Outside Vendors & Contractors
| 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 |
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 | $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 |
Grants Recieved
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 |
Endowment Analysis
| Beg. Balance | $248,145 |
| Net Contributions | $1,855 |
| Other Expense | $150,000 |
| Ending Balance | $100,000 |
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|---|---|---|
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Build Commonwealth Inc Boston, MA | $9,946,582 | $11,363,097 |
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New York 811 Inc Bohemia, NY | $3,788,269 | $3,136,091 |
Boston Public Market Boston, MA | $11,582,740 | $1,737,815 |
Worcester Community Housing Resources Inc Worcester, MA | $25,637,653 | $2,075,356 |