NonprofitsCatholic Investment Services Inc

Public & Societal Benefit

Catholic Investment Services Inc

BOSTON, MA

Total revenue

$2.3M

Total expenses

$2.1M

Net assets

$809K

Grants received

$605K

13 grants

EIN

464354011

Tax year

2024

Mission

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.

Financials

FY 2024

Revenue

Contributions & grants$47K
Program service revenue$2.3M
Investment income
Other revenue$795
Total revenue$2.3M

Expenses

Grants paid
Salaries & benefits$1.4M
Fundraising
Other expenses$771K
Total expenses$2.1M
Total assets$1.1M
Net assets$809K

People

12 listed

NameRoleCompensation

THOMAS E LANCTOT

CEO/PRESIDENT/TREASURER/DIRECTOR

Board

$310K

40 hrs/wk

SCOTT C MALPASS

CHAIRMAN/DIRECTOR

Board

1 hrs/wk

DAVID TAICLET

DIRECTOR

Board

1 hrs/wk

SISTER IRENE O'NEILL

DIRECTOR

Board

1 hrs/wk

JOHN J BRENNAN

SECRETARY/DIRECTOR

Board

1 hrs/wk

PAUL SCHOTT STEVENS

DIRECTOR

Board

1 hrs/wk

DIXON DOLL

DIRECTOR

Board

1 hrs/wk

PAULITA PIKE

DIRECTOR

Board

1 hrs/wk

ZELA ASTARJIAN

DIRECTOR OF INVESTOR RELATIONS

Staff

$251K

40 hrs/wk

MICHAEL NAGY

DIRECTOR OF INVESTOR RELATIONS

Staff

$212K

40 hrs/wk

JEREMY TAYLOR

DIRECTOR OF INVESTOR RELATIONS

Staff

$190K

40 hrs/wk

DAVID BINNEY

VP OF OPERATIONS

Staff

$149K

40 hrs/wk

Grants received

Showing 13 of 13

FromAmountPurposeYear
$20K
PROGRAM SUPPORT
2023
$15K
PROGRAM SUPPORT
2022
$250K
PROMOTE AND PROVIDE EDUCATION ABOUT SOCIALLY RESPONSIBLE INVESTING
2020
$100K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$35K
For grant recipient's exempt purposes
2020
$25K
TO PROVIDE SUPPORT FOR SOCIALLY RESPONSIBLE INVESTING AND EDUCATION.
2020
$50K
For grant recipient's exempt purposes
2018

Funded by

$605K from 9 funders · 13 grants · 2018–2023

Connors Foundation for

$250K · 1 grant · 2020

Fidelity Investments Charitable Gift Fund

$85K · 2 grants · 2018–2020

University of Notre Dame du Lac

$67K · 2 grants · 2018–2019

Act For Alexandria

$35K · 2 grants · 2022–2023

St Louis Community Foundation Inc

$33K · 1 grant · 2022

Altered Trajectory Foundation

$25K · 1 grant · 2020

National Philanthropic Trust

$10K · 1 grant · 2023

Details

EIN464354011
NTEE codeW99
Subsection03
Ruling date2014-07
Formed2013
Employees6
Volunteers0
CATHOLIC INVESTMENT SERVICES INC — Mission, Financials & Grants Received | Grantivo