2024-11-15T11:02:16-06:00 2023-12-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990 2023-01-01 740517935 CATHOLIC UNION OF TEXAS THE KJT CATH 9799685877 214 EAST COLORADO LA GRANGE TX 78945 CHRISTOPHER URBAN PRESIDENT 9799685877 2024-11-15 1 1 KELSIE N SMITH P02091084 2547764190 2024-11-15 2023 2024-10-15 13:58:12Z CHRISTOPHER URBAN 307 ROLLING HILL DRIVE LA GRANGE TX 78945 10777758 0 X WWW.KJTNET.ORG X 1889 TX PROVIDE A SOURCE OF HOME MORTGAGES AND LIFE INSURANCE FOR MEMBERS OF THE SOCIETY. 11 0 6 0 0 0 0 0 7564364 3933853 5505570 6155024 15957 13815 13085891 10102692 138505 157067 8355464 13902812 562624 601459 0 0 0 3347718 -5613303 12404311 9048035 681580 1054657 107089528 100623578 99401218 91914287 7688310 8709291 PROVIDE A SOURCE OF HOME MORTGAGES AND LIFE INSURANCE FOR MEMBERS OF THE SOCIETY 0 0 8074012 10092704 PROVIDE A SOURCE OF HOME MORTGAGES AND LIFE INSURANCE FOR MEMBERS. 8074012 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1930 0 6 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 0 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X CATHOLIC UNION OF TEXAS-THE KJT 8002458182 214 EAST COLORADO LA GRANGE TX 78945 MARGARET HANSLIK DIRECTOR 5.00 X 8502 0 0 MARGARET HOLIK DIRECTOR 5.00 X 10409 0 0 THOMAS ARELLANO DIRECTOR 5.00 X 7797 0 0 ROBERT E KNIPPENBERG DIRECTOR 5.00 X 8965 0 0 PHILIP J HUNDL STATE ATTORNEY 5.00 X 8390 0 0 SHIRLEY POKORNEY DIRECTOR 5.00 X 10143 0 0 BRANDON TANNER SCHLOTTMAN DIRECTOR 5.00 X 14444 0 0 MICHAEL REZNICEK DIRECTOR 5.00 X 10390 0 0 CYNTHIA NEMEC DIRECTOR 5.00 X 9270 0 0 CHRISTOPHER LAWRENCE URBAN PRESIDENT 40.00 X 135760 0 22500 KEVIN DWAIN KANA SECRETARY/TREASURER 40.00 X 69193 0 12382 DAVID M WAGNER VICE PRESIDENT 40.00 X 89192 0 22500 382455 0 57382 1 0 1 0 0 PREMIUMS AND ANNUITIES 524113 3712291 3712291 LOAN FEES 524113 166193 166193 MISC PROGRAM REVENUE 524113 49309 49309 COMMISIONS 524113 6060 6060 3933853 5458642 5458642 3827 3827 12000 2012 9988 9988 9988 1369436 673054 696382 696382 696382 10102692 10102692 0 0 X 16776 16776 140291 140291 13902812 13902812 439838 88310 351528 53939 53939 28607 28607 42795 42795 36280 36280 1133 1133 66846 66846 17937 17937 274881 274881 379318 379318 21581 21581 60676 60676 12000 12000 32051 32051 30000 30000 410971 410971 51759 51759 19855 19855 92337 60003 32334 EQUIPEMENT EXPENSE 103608 103608 OTHER GENERAL INSURANCE 59689 59689 PUBLICATIONS 44600 44600 COMMISSIONS 32656 32656 -7325201 -7325201 9048035 8074012 974023 0 3805319 1397268 1078048 1053961 23584445 23772709 847706 748728 738125 98978 77883591 74300662 107089528 100623578 3141705 2980031 96259513 88934256 99401218 91914287 X 0 0 0 0 7688310 8709291 7688310 8709291 107089528 100623578 X 1054657 -33676 X X 0 1 X 1 0 479020 407461 71559 328695 301855 26840 39991 39412 579 98978 OTHER LIABILITIES 88934256 88934256 X 9046569 2012 2012 9044557 274881 783254 1058135 10102692 7991913 2012 2012 7989901 274881 783253 1058134 9048035 PART X, LINE 2: THE SOCIETY QUALIFIES AS AN ORGANIZATION DESCRIBED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(8) AND, ACCORDINGLY, IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES. THE SOCIETY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF SUCH POSITIONS ARE PROBABLE OF BEING SUSTAINED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 2,012. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE NETTED IN REVENUE 384,081. AMORTIZATION OF IMR 19,855. REINSURANCE PREMIUMS NETTED IN REVENUE 379,318. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 2,012. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE NETTED IN REVENUE 384,080. AMORTIZATION OF IMR 19,855. REINSURANCE PREMIUMS NETTED IN REVENUE 379,318. 1 CAMP HOPE 9724 DERRINGTON ROAD HOUSTON TX 77064 203864341 501(C)(3) 6054 0 GENERAL SUPPORT KIDS UNLIMITED FOUNDATION 1530 FRUGE ROAD HOUSTON TX 77047 760456264 501(C)(3) 10722 0 GENERAL SUPPORT COLLEGE SCHOLARSHIPS 29 31518 BOOK COLLEGE SCHOLARSHIP YOUTH CAMPS 71 44131 BOOK YOUTH CAMP GRANTS CHURCH GRANTS 65 22325 BOOK CHURCH GRANTS X X X X 0 0 0 CHRISTOPHER LAWRENCE URBAN PRESIDENT 135760 0 0 0 0 0 0 0 22500 0 158260 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 PURCHASING A LIFE OR ANNUITY PRODUCT MAKES A PERSON A MEMBER OF THE ORGANIZATION WITH VOTING RIGHTS AT THE LOCAL SOCIETY. THERE IS ALSO A SOCIAL MEMBER CLASS WITH NO VOTING PRIVILEGES. FORM 990, PART VI, SECTION A, LINE 7A DELEGATES ARE ELECTED FROM LOCAL SOCIETIES THROUGHOUT THE STATE TO REPRESENT SOCIETIES AT QUADRENNIAL CONVENTIONS. MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED AT THE CONVENTION AS WELL AS THE STATE ATTORNEY. THE BOARD APPOINTS THE PRESIDENT AND RATIFIES THE HIRING OF THE PRESIDENT'S CHOICES FOR HIS MANAGEMENT TEAM. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS MAKE DECISIONS ON BEHALF OF THE GOVERNING BODY IN BETWEEN QUADRENNIAL CONVENTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND THE ACCOUNTANT WILL REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE CONVENTION SETS THE SALARIES FOR THE DIRECTORS. THE BOARD SETS THE SALARY OF THE PRESIDENT BASED UPON COMPENSATION SURVEYS THAT ARE PARTICIPATED IN BY OTHER FRATERNALS AS WELL AS THE KJT. THE PRESIDENT SETS THE SALARIES OF THE OTHER OFFICERS AND HOME OFFICE EMPLOYEES. THE STATE ATTORNEY SALARY IS SET BY THE BOARD AS WELL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE UPON REQUEST TO THE HOME OFFICE COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, FINANCIAL STATEMENTS AND THE FORM 990. THE REQUEST MUST BE IN WRITING. FORM 990, PART IX, LINE 24 THE $7,325,257 OF NEGATIVE EXPENSE ON THE STATEMENT OF EXPENSES REFLECTS THE INCREASE IN AGGREGATE RESERVES FOR LIFE CONTRACTS. FORM 990, PART XI, LINE 9: CHANGE IN NON-ADMITTED ASSETS -27,142. CHANGE IN ASSET VALUATION RESERVE -6,534. CATHOLIC UNION OF TEXAS, THE K.J.T. USES THE STATUTORY METHOD OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. FORM 990 PAGE 6 PART VI LINE 6 PURCHASING A LIFE OR ANNUITY PRODUCT MAKES A PERSON A MEMBER OF THE ORGANIZATION WITH VOTING RIGHTS AT THE LOCAL SOCIETY. THERE IS ALSO A SOCIAL MEMBER CLASS WITH NO VOTING PRIVILEGES. KJT MEMORIAL FOUNDATION PO BOX 297 LA GRANGE TX 78945 237331942 DONATIONS TX 501C3 0 KJT INSURANCE SERVICES LLC 214 EAST COLORADO LA GRANGE TX 78945 500027380 INSURANCE TX CATHOLIC UNION OF TEXAS THE KJT C 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 KJT INSURANCE SERVICES J 1259 COST SHARING AGREEMENT KJT INSURANCE SERVICES P 16883 COST SHARING AGREEMENT