Civic Intelligence

Catholic Financial Life Foundation Inc

990 • Fiscal year 2023 • EIN 39-0201015

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 19, 2024

Organization ProfileWWW.CATHOLICFINANCIALLIFE.ORG

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1100 W Wells StMilwaukee, WI 53233

(414) 273-6266

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.92x

Higher debt load relative to assets than 89% of similar nonprofits.

2023 filings • $1B+ nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

9.84x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • $1B+ nonprofits • Source year 2023

Net Margin

55th percentile

6.2%

Higher net margin than 55% of similar nonprofits.

2023 filings • $1B+ nonprofits • Source year 2023

Top Officer Pay

15th percentile

$485,331

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2023 filings • $1B+ nonprofits • Source year 2023

Asset Growth

40th percentile

2.6%

Faster asset growth than 40% of similar nonprofits.

2023 filings • $1B+ nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • $1B+ nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,731,339,776

Up $43,185,841 (+2.6%) from 2022

Net Assets

Up

$138,363,367

Up $4,591,884 (+3.4%) from 2022

Liabilities

Up

$1,592,976,409

Up $38,593,957 (+2.5%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin55th percentile

Revenue

Up

$161,829,151

Up $34,223,838 (+27%) from 2022

Expenses

Up

$151,748,838

Up $33,062,202 (+28%) from 2022

Net Income

Up

$10,080,313

Up $1,161,636 (+13%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2011: $1,242,691,239Liabilities 2011: $1,214,740,621Net Assets 2011: $27,950,6182011Assets 2012: $1,288,204,173Liabilities 2012: $1,257,384,449Net Assets 2012: $30,819,7242012Assets 2013: $1,320,445,745Liabilities 2013: $1,277,293,521Net Assets 2013: $43,152,2242013Assets 2014: $1,350,071,147Liabilities 2014: $1,304,077,496Net Assets 2014: $45,993,6512014Assets 2015: $1,378,099,759Liabilities 2015: $1,320,497,146Net Assets 2015: $57,602,6132015Assets 2016: $1,417,204,684Liabilities 2016: $1,346,420,871Net Assets 2016: $70,783,8132016Assets 2017: $1,641,577,299Liabilities 2017: $1,553,525,352Net Assets 2017: $88,051,9472017Assets 2018: $1,653,316,399Liabilities 2018: $1,553,958,979Net Assets 2018: $99,357,4202018Assets 2019: $1,678,942,715Liabilities 2019: $1,569,701,932Net Assets 2019: $109,240,7832019Assets 2020: $1,683,228,815Liabilities 2020: $1,569,101,193Net Assets 2020: $114,127,6222020Assets 2021: $1,696,774,589Liabilities 2021: $1,572,788,976Net Assets 2021: $123,985,6132021Assets 2022: $1,688,153,935Liabilities 2022: $1,554,382,452Net Assets 2022: $133,771,4832022Assets 2023: $1,731,339,776Liabilities 2023: $1,592,976,409Net Assets 2023: $138,363,3672023Assets 2024: $1,905,498,742Liabilities 2024: $1,743,981,043Net Assets 2024: $161,517,6992024

Highlighted filing

2023

Assets$1,731,339,776
Liabilities$1,592,976,409
Net Assets$138,363,367
Open 2023 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0Expenses 2011: $151,149,0752011Expenses 2012: $140,363,7512012Revenue 2013: $129,344,076Expenses 2013: $122,156,498Net Income 2013: $7,187,5782013Revenue 2014: $129,044,544Expenses 2014: $118,286,105Net Income 2014: $10,758,4392014Revenue 2015: $127,490,089Expenses 2015: $117,845,267Net Income 2015: $9,644,8222015Revenue 2016: $139,343,312Expenses 2016: $127,723,135Net Income 2016: $11,620,1772016Revenue 2017: $157,387,126Expenses 2017: $145,334,684Net Income 2017: $12,052,4422017Revenue 2018: $156,982,865Expenses 2018: $142,675,339Net Income 2018: $14,307,5262018Revenue 2019: $154,766,865Expenses 2019: $146,089,742Net Income 2019: $8,677,1232019Revenue 2020: $141,566,619Expenses 2020: $127,613,237Net Income 2020: $13,953,3822020Revenue 2021: $138,292,152Expenses 2021: $127,105,719Net Income 2021: $11,186,4332021Revenue 2022: $127,605,313Expenses 2022: $118,686,636Net Income 2022: $8,918,6772022Revenue 2023: $161,829,151Expenses 2023: $151,748,838Net Income 2023: $10,080,3132023Revenue 2024: $162,824,762Expenses 2024: $158,715,741Net Income 2024: $4,109,0212024

Highlighted filing

2023

Revenue$161,829,151
Expenses$151,748,838
Net Income$10,080,313
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 19, 2024
Return Version
2023v5.0
Gross Receipts
$264,433,548
Mission and Program Overview

Mission

Catholic Financial Life, a faith-based membership organization, puts Catholic values in action by serving God through serving others, providing financial security and enhancing quality of life.

Catholic Financial Life, a faith-based membership organization, puts Catholic values in action by serving God through serving others, providing financial security and enhancing quality of life. The Society offers individual life insurance and annuity products through a network of Financial Advisors. Members also have access to fraternal benefits that include child cancer and orphan benefits, will preparation benefit and social activities through the chapter system. The Society is committed to hosting and supporting fraternal activities and community outreach. In 2023, Catholic Financial Life members performed nearly 78,500 hours of volunteer service, valued at more than $2.5 million to extend their hand to help others in need. Over $1.6 million in contributions were raised through the Society's efforts to promote Catholic education, Diocesan programs, civic causes and more.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,320,857,317$1,320,288,962▼ $568,355
Investments Other Securities$296,955,398$348,794,984▲ $51,839,586
Pd in Cap Srpls Land Bldg Eqp Fund$133,771,483$138,363,367▲ $4,591,884
Investments Program Related$27,804,297$27,354,675▼ $449,622
Savings and Temporary Cash Investments$20,113,842$10,634,097▼ $9,479,745
Land, Buildings, and Equipment, Net$5,637,587$5,874,923▲ $237,336
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-1,940,405$-1,914,605▲ $25,800
Total Assets$1,688,153,935$1,731,339,776▲ $43,185,841
Other Assets Total$18,725,899$20,306,740▲ $1,580,841
Liabilities
Other Liabilities$1,548,418,078$1,585,153,056▲ $36,734,978
Accounts Payable and Accrued Expenses$5,964,374$7,823,353▲ $1,858,979
Total Liabilities$1,554,382,452$1,592,976,409▲ $38,593,957
Net Assets / Fund Balance
Total Net Assets Fund Balance$133,771,483$138,363,367▲ $4,591,884
Total Liabilities and Net Assets / Fund Balance$1,688,153,935$1,731,339,776▲ $43,185,841

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,360,084$5,666,976$10,027,060
Leasehold Improvements$1,234,414$7,161,526$8,395,940
Equipment$280,425$2,124,197$2,404,622
Other Land Buildings$0$0$0
Land$0-$0
Other Securities$16,279,501--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,758,492$506,709▲ $239,617$0$2,399,660
2022$2,112,714$0▼ $258,675$0$1,758,492
2021$2,010,779$0▲ $197,071$0$2,112,714
2020$1,924,918$0▲ $155,322$0$2,010,779
2019$1,758,972$0▲ $293,431$0$1,924,918
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John T BorgenPresident and Chief Executive OfficerFT$366,683$118,648$485,331
Kari R DiestelhorstChief Financial OfficerFT$229,853$83,013$312,866
Rogelio CabralVice President SalesFT$137,533$160,588$298,121
Joseph K KohutDirector of Brokerage OperationsFT$105,259$181,229$286,488
Michael J AttewellChief Information OfficerFT$244,174$10,230$254,404
Michael J AttewellVice President of Information Technology-$215,000$39,404$254,404
Michael C EyrichSVP MembershipFT$209,353$44,241$253,594
Michael C EyrichVice President Distribution-$182,283$71,311$253,594
Sara J WalkerVice President InvestmentsFT$174,902$51,838$226,740
Linda M HansonVice President of ActuarialFT$184,746$40,641$225,387
Peter L DuellmanDirector of Actuarial and AnalyticsFT$177,010$42,041$219,051
Kristen L MuellerSecretary and Vice President Human ResourcesFT$167,647$46,855$214,502
Cynthia E FeldControllerFT$127,946$52,876$180,822
Jake G MaliszewskiDirector of Financial Planning & AnalysisFT$134,100$39,668$173,768
Eric J AtkinsIT Operations Team LeadFT$123,178$27,092$150,270
William R O'TooleDirector & Former Chief Executive Officer-$98,000$1,000$99,000
Allan G LorgeDirector and Board Chair-$42,500-$42,500
Kari L Niedfeldt-ThomasDirector-$26,500-$26,500
Jeffrey B TilleyDirector-$23,000-$23,000
Joseph G KopinskiDirector-$23,000-$23,000
Sandra T DempseyDirector-$23,000-$23,000
Susan M ObermillerDirector-$23,000-$23,000
Coral M GroutDirector-$22,000-$22,000
Lisa A MickDirector-$22,000-$22,000
Michael A GiffhornDirector-$22,000-$22,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellington Management Co LLPInvestment management280 Congress St, Suite 301, Boston, MA 02210$1,088,005
Asset Allocation & Management Co LLCInvestment management30 W Monroe Street, Chicago, IL 60603$272,542
Tuxedo Ins Agency INCEvent hosting1543 N 2nd Street, Milwaukee, WI 53212$180,317
-Insurance6148 Broadway Rd Suite 3167, Cleveland, OH 44134$173,293
-Audit services and consulting9701 Brader Way, Middleton, WI 53562$163,874
Revenue and Support

Revenue Composition

Contributions and Grants
$1,730
Program Service Revenue
$84,939,256
Investment Income
$71,796,129
Other Revenue
$5,092,036
All Other Contributions
$0
Change in Net Assets
$10,080,313

Audited Revenue Reconciliation

Revenue per Audited Statements
$157,238,817
Revenue Not Reported on Financial Statements
$4,590,334
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$5,034
Total Revenue per Audited Statements
$157,238,817
Total Revenue per Form 990
$161,829,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,683,977
Salaries, Compensation, and Employee Benefits$10,036,385
Grants and Similar Amounts Paid$1,168,381
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$122,860,095--$122,860,095
Current Officers, Directors, Trustees, and Key Employees$3,607,343$0$0$3,607,343
Other Salaries and Wages$3,117,603$0$0$3,117,603
Other Employee Benefits$2,511,143$0$0$2,511,143
Depreciation Depletion$1,298,831$0$0$1,298,831
Grants to Domestic Orgs$933,696--$933,696
Information Technology$861,654$0$0$861,654
Payroll Taxes$800,296$0$0$800,296
Occupancy$755,288$0$0$755,288
Conferences and Meetings$580,503$0$0$580,503
Fees for Services Other$572,303$0$0$572,303
Travel$328,731$0$0$328,731
Advertising$317,997$0$0$317,997
Fees for Services Accounting$245,664$0$0$245,664
Grants to Domestic Individuals$234,685--$234,685
Payments to Affiliates$223,416$0$0$223,416
Insurance$133,430$0$0$133,430
Fees for Services Legal$131,210$0$0$131,210
Office Expenses$119,485$0$0$119,485
Other Expenses$105,963$0$0$105,963
Total Functional Expenses$151,748,838$0$0$151,748,838

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$151,748,838
Expenses per Audited Statements$147,163,538
Total Expenses per Audited Statements$147,163,538
Expenses Not Reported on Financial Statements$4,585,300
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Financial Life Foundation IncMilwaukee, WI501(c)(3)Primarily supporting Catholic education$219,000
Cristo Rey Jesuit High SchoolMilwaukee, WI501(c)(3)High School Scholarships$27,500
St Vincent de PaulMilwaukee, WI501(c)(3)Sponsorship$15,300
Special Olympics WisconsinMadison, WI501(c)(3)Sponsorship$11,350
Milwaukee Habitat for HumanityMilwaukee, WI501(c)(3)Housing$10,500
St Francis de Sales SeminarySt Francis, WI501(c)(3)Sponsorship$10,000
United Way of Greater Milwaukee and Waukesha County IncMilwaukee, WI501(c)(3)Sponsorship$9,400
This Time Tomorrow FoundationPewaukee, WI501(c)(3)Sponsorship$9,000
Archdiocese of MilwaukeeMilwaukee, WI501(c)(3)Support Catholic education$5,704
United Community Center IncMilwaukee, WI501(c)(3)Sponsorship$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Policy and claim reserves$1,558,457,046
Asset valuation reserve$17,465,117
Interest maintenance reserve$4,825,760
Advance premiums$2,417,182
Refunds payable$1,594,781
Other miscellaneous liabilities$393,170
Pension Liability$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The majority of the officers and directors of Catholic Financial Life Foundation are also officers, directors or financial representatives of Catholic Financial Life.”

Form 990, Part VI, Section A, Line 6

“Catholic Financial Life is a fraternal benefit society operated under a mutual form owned by its members who own financial products.”

Form 990, Part VI, Section A, Line 7A

“The Board of Directors meet, at a minimum, quarterly.”

Form 990, Part VI, Section A, Line 7B

“In the case of a merger with another fraternal with assets greater than the Society, the Society's delegates are required to vote on and approve the merger as previously approved by the Society's Board of Directors.”

Form 990, Part VI, Section B, Line 11B

“The Form 990 is reviewed by the Chief Financial Officer for accuracy and completeness. The return is then reviewed by the Accounting, Finance and Investment Committee (AFI) of the Board of Directors before filing. All Directors are provided with access to the final copy before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Annually all officers and directors are provided a copy of the Society's Code of Ethics (which includes conflict of interest policies) and they are required to certify they have read the Code, have no conflicts of interests, and have not violated the Code. The Secretary reviews all signed certified copies. The Board of Directors also completes an annual self-evaluation process.”

Form 990, Part VI, Section B, Line 15

“Annually, all officer positions are compared to market averages for like positions utilizing insurance industry market data for similar insurance companies to determine compensation that is reasonable. All top officer salaries are reviewed with the Compensation Committee. The Compensation Committee completes an annual written evaluation of the President from all Directors. Considering this performance evaluation and industry average compensation survey data, the Compensation Committee recommends the President's compensation for full Board of Directors action. Deliberations and decisions by the Compensation Committee and Board of Directors are recorded in their respective meetings minutes.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available on the Society's website. Financial statements of the Society are available upon request. All members are provided a summary annual financial statement in the Society's membership magazine. Approved bylaw changes are also reported to all members in the membership magazine.”

Form 990, Part VIII, Line 2A - 2E

“All revenues are regarded as being from activities substantially related to the organization's exempt purpose and are therefore included in column B as related or exempt function revenue.”

Filing and Contact Details

Filer

Filer Name
Catholic Financial Life
EIN
39-0201015
Phone
4142736266
Address
1100 W WELLS ST, MILWAUKEE, WI 53233

Signing Officer

Name
Kari Diestelhorst
Title
Chief Financial Officer
Phone
4142786582
Signed
2024-09-19

Organization Details

Principal Officer
Kari R Diestelhorst
Formed
1885
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
10
Employees
135
Volunteers
11,948
Supplemental Narrative

Additional Explanations

Form 990, Header, Line A

“Catholic Financial Life filed Form 8868, Extension of Time to File an Exempt Organization Return by the original due date of May 15, 2024 and was granted an extension until November 15th, 2024.”

Form 990, Part IX, Line 1

“All expenses are regarded as being from activities substantially related to the organization's exempt purpose and therefore, included in column B, Program service expenses of the Statement of Functional Expenses.”

Form 990, Part XI, Line 9

“1) -$5,541,272 change in non-admitted assets, 2) -$5,585,893 change in Asset Valuation Reserve, 3) $-175,900 change in surplus as a result of reinsurance, 4) $2,527,644 change in minimum pension liability.”

Financial Statement Notes

Schedule D, Part III, Line 1

“The Society considers all works of art and historical exhibits to be non-admitted assets as defined by the guidance within the National Association of Insurance Commissioner's Accounting Practices and Procedures Manual. These assets are accordingly excluded from the Society's Balance Sheet.”

Schedule D, Part III, Line 4

“The Society has an extensive collection of historical items. The items are displayed throughout the Society's home office for viewing by associates, members and the general public. The Society maintains these items with utmost care to ensure they are available for future generations.”

Schedule D, Part V, Line 4

“All endowment funds are held and administered by the Society's tax-exempt affiliate, Catholic Financial Life Foundation, for the sole use of the Foundation in accordance with its giving guidelines.”

Schedule D, Part XI, Line 4B

“Realized gain.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ContractorCompensationGrp/ServicesDesc4Audit services and consulting
IRS990/ContriRptFundraisingEventAmt00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0122860095
IRS990/CYContributionsGrantsAmt01730
IRS990/CYGrantsAndSimilarPaidAmt01168381
IRS990/CYInvestmentIncomeAmt071796129
IRS990/CYOtherExpensesAmt017683977
IRS990/CYOtherRevenueAmt05092036
IRS990/CYProgramServiceRevenueAmt084939256
IRS990/CYRevenuesLessExpensesAmt010080313
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IRS990/DepreciationDepletionGrp/ProgramServicesAmt01298831
IRS990/DepreciationDepletionGrp/TotalAmt01298831
IRS990/Desc0Financial Security: The Society operates to provide its members long term financial security through the offering of individual life insurance and annuity products. Members are served by a network of Financial Advisors that provide financial planning, estate planning and other financial services. Each member has access to their financial products and information through their own Financial Service Advisors and/or Home Office Member Services Representative.
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IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt050795
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt147542
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt242243
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt343666
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt410230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt544241
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt625050
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt710577
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt812349
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt922485
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1039935
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1126024
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1220533
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt131000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0John T Borgen
IRS990/Form990PartVIISectionAGrp/PersonNm1Kari R Diestelhorst
IRS990/Form990PartVIISectionAGrp/PersonNm2Rogelio Cabral
IRS990/Form990PartVIISectionAGrp/PersonNm3Joseph K Kohut
IRS990/Form990PartVIISectionAGrp/PersonNm4Michael J Attewell
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael C Eyrich
IRS990/Form990PartVIISectionAGrp/PersonNm6Sara J Walker
IRS990/Form990PartVIISectionAGrp/PersonNm7Linda M Hanson
IRS990/Form990PartVIISectionAGrp/PersonNm8Peter L Duellman
IRS990/Form990PartVIISectionAGrp/PersonNm9Kristen L Mueller
IRS990/Form990PartVIISectionAGrp/PersonNm10Cynthia E Feld
IRS990/Form990PartVIISectionAGrp/PersonNm11Jake G Maliszewski
IRS990/Form990PartVIISectionAGrp/PersonNm12Eric J Atkins
IRS990/Form990PartVIISectionAGrp/PersonNm13William R O'Toole
IRS990/Form990PartVIISectionAGrp/PersonNm14Allan G Lorge
IRS990/Form990PartVIISectionAGrp/PersonNm15Kari L Niedfeldt-Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm16Jeffrey B Tilley
IRS990/Form990PartVIISectionAGrp/PersonNm17Joseph G Kopinski
IRS990/Form990PartVIISectionAGrp/PersonNm18Sandra T Dempsey
IRS990/Form990PartVIISectionAGrp/PersonNm19Susan M Obermiller
IRS990/Form990PartVIISectionAGrp/PersonNm20Coral M Grout
IRS990/Form990PartVIISectionAGrp/PersonNm21Lisa A Mick
IRS990/Form990PartVIISectionAGrp/PersonNm22Michael A Giffhorn
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0434536
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1265323
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2255877
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3242822
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4244174
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5209353
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6201690
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7214810
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8206702
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9192017
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10140888
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11147744
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12129737
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1398000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1442500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1526500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1623000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1723000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1823000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1923000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2022000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2122000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2222000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0President and Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President Sales
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director of Brokerage Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chief Information Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt5SVP Membership
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President Investments
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President of Actuarial
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director of Actuarial and Analytics
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary and Vice President Human Resources
IRS990/Form990PartVIISectionAGrp/TitleTxt10Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director of Financial Planning & Analysis
IRS990/Form990PartVIISectionAGrp/TitleTxt12IT Operations Team Lead
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director & Former Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director and Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
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IRS990/InfoInScheduleOPartVIIIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
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IRS990/InformationTechnologyGrp/TotalAmt0861654
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
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IRS990/InterestGrp/ProgramServicesAmt00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,731,339,776
Liabilities
$1,592,976,409
Net assets
$138,363,367
Revenue
$161,829,151
Expenses
$151,748,838
Net income
$10,080,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,905$1,744$162$163$159$4.11
2023Detailed filing. Detailed filing data is available for this year.$1,731$1,593$138$162$152$10.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,688$1,554$134$128$119$8.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,697$1,573$124$138$127$11.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,683$1,569$114$142$128$14.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,679$1,570$109$155$146$8.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,653$1,554$99.4$157$143$14.3
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,642$1,554$88.1$157$145$12.1
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,417$1,346$70.8$139$128$11.6
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,378$1,320$57.6$127$118$9.64
2014Detailed filing. Detailed filing data is available for this year.$1,350$1,304$46.0$129$118$10.8
2013Detailed filing. Detailed filing data is available for this year.$1,320$1,277$43.2$129$122$7.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,288$1,257$30.8$140
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,243$1,215$28.0$151
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)8 • $1B+ nonprofits