Public Charity

CATHOLIC INVESTMENT SERVICES INC

CATHOLIC INVESTMENT SERVICES INC is a nonprofit organization categorized as Public Charity based in BOSTON, MA. Its most recent IRS filing (2024) reports revenue of $2.3M, expenses of $2.1M, total assets of $1.1M. Imperigo tracks 9 reported grant relationships connected to this organization totaling approximately $330K.

EIN: 464354011 BOSTON, MA Latest filing: 2024
Total Revenue$2.3M
Total Expenses$2.1M
Total Assets$1.1M
Grant Records9
Funding Total$330K
Filing Years2019–2024

Mission

TO PROMOTE SOCIALLY RESPONSIBLE INVESTMENTS IN ACCORDANCE WITH SOCIALLY RESPONSIBLE INVESTMENT GUIDELINES PUBLISHED BY THE ROMAN CATHOLIC BISHOPS OF THE UNITED STATES 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.

Officers & Directors

VP OF OPERATIONS David Binney
DIRECTOR David Taiclet
DIRECTOR Dixon Doll
DIRECTOR OF INVESTOR RELATIONS Jeremy Taylor
SECRETARY/DIRECTOR John J Brennan
DIRECTOR OF INVESTOR RELATIONS Michael Nagy

Officer compensation and complete director data available with membership.

Top Grant Purposes

FOR RECIPIENT'S EXEMPT PURPOSE
$100,000 1 grant
For grant recipient's exempt purposes
$85,000 2 grants
see Part IV
$66,666 2 grants
RELIGION
$43,334 2 grants
PROGRAM SUPPORT
$35,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2024 $2.3M $2.1M $1.1M
2023 $2.2M $2.2M $1.1M
2022 $2.0M $1.9M $1.1M
2020 $1.7M $2.0M $986K
2019 $1.8M $1.8M $1.2M

Between 2019 and 2024, reported annual revenue grew from $1.8M to $2.3M (+27%), with total assets most recently reported at $1.1M.

Interactive year-over-year charts and full filing details available with membership.

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