Civic Intelligence

Catholic United Financial

990 • Fiscal year 2019 • EIN 41-0182070

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

Organization Profilewww.catholicunited.org

View Organization Page

3499 Lexington Ave NArden Hills, MN 55126

(651) 490-0170

Siviq Scores

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

Liabilities / Assets

96th percentile

0.96x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

12.81x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Net Margin

15th percentile

-0.8%

Higher net margin than 15% of similar nonprofits.

2019 filings • $1B+ nonprofits • Source year 2019

Top Officer Pay

13th percentile

$477,408

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • $1B+ nonprofits • Source year 2019

Asset Growth

30th percentile

3.2%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $1B+ nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-4.2%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • $1B+ nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$1,001,210,528

Up $31,235,290 (+3.2%) from 2018

Net Assets

Down

$39,801,321

Down $878,680 (-2.2%) from 2018

Liabilities

Up

$961,409,207

Up $32,113,970 (+3.5%) from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin15th percentile

Revenue

Down

$75,032,534

Down $3,298,680 (-4.2%) from 2018

Expenses

Down

$75,612,310

Down $2,109,766 (-2.7%) from 2018

Net Income

Down

-$579,776

Down $1,188,914 (-195%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.5B$1.0B$500M$0Assets 2010: $669,669,256Liabilities 2010: $640,878,923Net Assets 2010: $28,790,3332010Assets 2011: $735,615,485Liabilities 2011: $709,470,824Net Assets 2011: $26,144,6612011Assets 2012: $773,692,221Liabilities 2012: $747,194,163Net Assets 2012: $26,498,0582012Assets 2013: $806,197,188Liabilities 2013: $777,809,290Net Assets 2013: $28,387,8982013Assets 2014: $833,736,867Liabilities 2014: $807,347,480Net Assets 2014: $26,389,3872014Assets 2015: $869,661,055Liabilities 2015: $844,723,584Net Assets 2015: $24,937,4712015Assets 2016: $919,296,139Liabilities 2016: $890,163,519Net Assets 2016: $29,132,6202016Assets 2017: $934,834,737Liabilities 2017: $894,210,933Net Assets 2017: $40,623,8042017Assets 2018: $969,975,238Liabilities 2018: $929,295,237Net Assets 2018: $40,680,0012018Assets 2019: $1,001,210,528Liabilities 2019: $961,409,207Net Assets 2019: $39,801,3212019Assets 2020: $1,021,424,544Liabilities 2020: $986,395,775Net Assets 2020: $35,028,7692020Assets 2021: $1,060,682,360Liabilities 2021: $1,024,153,581Net Assets 2021: $36,528,7792021Assets 2022: $1,055,250,995Liabilities 2022: $1,025,448,009Net Assets 2022: $29,802,9862022Assets 2023: $999,429,811Liabilities 2023: $974,988,442Net Assets 2023: $24,441,3692023Assets 2024: $951,784,215Liabilities 2024: $931,802,481Net Assets 2024: $19,981,7342024

Highlighted filing

2019

Assets$1,001,210,528
Liabilities$961,409,207
Net Assets$39,801,321
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $86,410,9202010Expenses 2011: $89,829,3512011Expenses 2012: $91,974,0042012Revenue 2013: $85,817,919Expenses 2013: $85,436,026Net Income 2013: $381,8932013Revenue 2014: $88,247,274Expenses 2014: $87,499,080Net Income 2014: $748,1942014Revenue 2015: $96,313,207Expenses 2015: $95,713,428Net Income 2015: $599,7792015Revenue 2016: $104,081,009Expenses 2016: $103,485,330Net Income 2016: $595,6792016Revenue 2017: $71,977,805Expenses 2017: $59,205,056Net Income 2017: $12,772,7492017Revenue 2018: $78,331,214Expenses 2018: $77,722,076Net Income 2018: $609,1382018Revenue 2019: $75,032,534Expenses 2019: $75,612,310Net Income 2019: -$579,7762019Revenue 2020: $64,726,366Expenses 2020: $66,430,133Net Income 2020: -$1,703,7672020Revenue 2021: $64,273,025Expenses 2021: $63,814,163Net Income 2021: $458,8622021Revenue 2022: $71,850,379Expenses 2022: $78,547,910Net Income 2022: -$6,697,5312022Revenue 2023: $73,502,168Expenses 2023: $73,545,830Net Income 2023: -$43,6622023Revenue 2024: $67,560,323Expenses 2024: $78,534,026Net Income 2024: -$10,973,7032024

Highlighted filing

2019

Revenue$75,032,534
Expenses$75,612,310
Net Income-$579,776
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.0
Gross Receipts
$75,439,646
Mission and Program Overview

Mission

Catholic United Financial exists as a not-for-profit fraternal benefit society to: Promote fraternalism and charity among its members through a Local Council system and a representative form of goverment. Provide its members with life insurance, annuities and other products, services and benefits that will contribute to the financial well-being of our members and their families. Support the Roman Catholic Church in extending the faith, especially by commending and encouraging Catholic schools and religious education. Strive to be a good employer and contributing member of our community.

To provide our members with life insurance, annuities and other products that contribute to their financial well-being and support the Roman Catholic Church in extending the faith.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$841,748,626$868,374,475▲ $26,625,849
Investments Other Securities$89,668,225$92,895,356▲ $3,227,131
Rtn Earn Endowment Incm Other Fnds$40,680,001$39,801,321▼ $878,680
Savings and Temporary Cash Investments$12,510,616$17,676,039▲ $5,165,423
Other Notes and Loans Receivable, Net$4,806,919$4,713,812▼ $93,107
Inventories for Sale or Use$3,454,570$3,131,845▼ $322,725
Cash and Non-Interest-Bearing Accounts$6,233,634$3,011,311▼ $3,222,323
Land, Buildings, and Equipment, Net$1,857,315$1,705,478▼ $151,837
Accounts Receivable$4,190$4,180▼ $10
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Prepaid Expenses and Deferred Charges-$0-
Total Assets$969,975,238$1,001,210,528▲ $31,235,290
Other Assets Total$9,691,143$9,698,032▲ $6,889
Liabilities
Other Liabilities$927,904,840$960,027,533▲ $32,122,693
Accounts Payable and Accrued Expenses$1,390,397$1,381,674▼ $8,723
Total Liabilities$929,295,237$961,409,207▲ $32,113,970
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,680,001$39,801,321▼ $878,680
Total Liabilities and Net Assets / Fund Balance$969,975,238$1,001,210,528▲ $31,235,290

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,669,360$5,378,040$95,050
Equipment$36,118$1,649,060$17,779
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Other Securities$92,895,356--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,737,061$241,603▼ $149,233$5,000$2,796,299
2018$2,623,740$193,782▲ $7,901$14,449$2,737,061
2017$2,485,799$115,430▲ $68,200$15,922$2,623,740
2016$6,010,222$76,110▲ $54,485$3,644,596$2,485,799
2015$5,168,254$770,449▲ $272,781$77,262$6,010,222
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harald BorrmannPresident/ChairmanFT$374,024$113,142$487,166
Michael AhlesSenior VP and Secretary/TreasurerFT$345,050$92,828$437,878
Patrick BrownRegional Sales ManagerFT$213,028$127,287$340,315
John TetzloffAdvanced Case Specialist/TrainerFT$184,363$91,577$275,940
Tom SchislerDirector of SalesFT$160,500$82,040$242,540
Gregory GallRegional Sales ManagerFT$134,805$94,297$229,102
Peter RyanSales RepFT$159,294$69,393$228,687
Robert F KrattenmakerBoard Member-$22,650-$22,650
James WenselBoard Member-$20,250-$20,250
James GibbonsBoard Member-$19,650-$19,650
Jean HartBoard Member-$19,650-$19,650
William LucasBoard Member-$19,650-$19,650
Martin SeifertBoard Member-$18,850-$18,850
Renee BrodBoard Member-$18,850-$18,850

Highest Paid Contractors

ContractorServicesLocationCompensation
Miller & NewbergActuarial and Consulting Services8717 W 110th St, Suite 530, Overland Park, KS 66210$368,679
Securian Asset ManagementInvestment Advisory401 Robert Street N, 4th Floor, Saint Paul, MN 55101$365,085
Wellington Management Company LLPSoftware Development170 Wood Avenue S, Iselin, NJ 08830$191,202
McCracken Manzey ConsultingInvestment AdvisoryPO Box 412416, Boston, MA 02241$177,557
-Consulting ServicesPO Box 390114, Edina, MN 55439$135,227
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,849,917
Investment Income
$28,172,464
Other Revenue
$4,010,153
Change in Net Assets
$-579,776

Audited Revenue Reconciliation

Revenue per Audited Statements
$75,827,160
Revenue Not Reported on Financial Statements
$-794,626
Revenue Not Reported on Form 990
$-2,003,175
Other Revenue Adjustments
$-794,626
Total Revenue per Audited Statements
$73,823,985
Total Revenue per Form 990
$75,032,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,168,227
Other Expenses$7,674,410
Grants and Similar Amounts Paid$749,011
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$59,020,662--$59,020,662
Other Salaries and Wages$139,308$4,232,016$0$4,371,324
Pension Plan Contributions$26,518$1,113,044$0$1,139,562
Other Employee Benefits$23,135$1,048,496$0$1,071,631
Current Officers, Directors, Trustees, and Key Employees-$1,045,236-$1,045,236
Depreciation Depletion$923$822,574$0$823,497
Fees for Services Other$23,818$723,842$0$747,660
Fees for Service Investment Mgmnt Fees$0$643,820$0$643,820
Information Technology$2,250$562,308$0$564,558
Payroll Taxes$9,588$530,886$0$540,474
Grants to Domestic Orgs$539,405--$539,405
Fees for Services Accounting$9,500$433,028$0$442,528
Advertising$15,287$413,366$0$428,653
Office Expenses$1,896$409,843$0$411,739
Occupancy$0$235,650$0$235,650
Grants to Domestic Individuals$209,606--$209,606
Fees for Services Legal$0$157,373$0$157,373
Conferences and Meetings$18,981$125,901$0$144,882
Travel$5,105$105,018$0$110,123
Insurance$0$106,716$0$106,716
All Other Expenses$929$22,139$0$23,068
Other Expenses$0$-823,011$0$-823,011
Total Functional Expenses$60,162,047$15,450,263$0$75,612,310

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$75,612,310
Expenses per Audited Statements$75,239,830
Total Expenses per Audited Statements$73,643,767
Expenses Not Reported on Financial Statements$372,480
Other Expense Adjustments$372,480
Expenses Not Reported on Form 990$-1,596,063
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Schools Center of ExcellenceMinneapolis, MN501 (c)(3)Catholic Education$40,000
Light of Christ Catholic SchoolsBismarck, ND501 (c)(3)Building Remodel$6,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Life and Annuity Reserves$960,027,533
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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 6

“Catholic United Financial is a not-for-profit fraternal life insurance company that is owned by its members under IRC Section 501 (c)(8). Fraternal Benefit Society.”

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

“Delegates of the membership vote board members.”

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

“Per our Constitution, certain fundamental decisions must be approved by the membership. These would include organizational changes, names changes, etc.”

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

“Catholic United Financial has a process it follows for reviewing the Form 990. It starts with a review of the Governance Checklist. Followed by an analysis of the Form 990 draft by the President and Sr. VP/Secretary Treasurer. Once the draft is approved by management, it is posted to the Board of Directors secure website for their review. The Board reviews the Form 990 and board members are required to sign off on the form prior to filing.”

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

“The Conflict of Interest Policy is reviewed annually or as needed throughout the year.”

Form 990, Part VI, Section B, Line 15

“President and Secretary Treasurer position salaries are reviewed annually by the Board of Directors Compensation Committee.”

Form 990, Part VI, Section C, Line 19

“The organization makes our governing documents available via printed Constitution Bylaws. The financial statement is filed with the State of Minnesota and made available to the public. The Conflict of Interest Policy is available by request only.”

Filing and Contact Details

Filer

Filer Name
Catholic United Financial
EIN
41-0182070
Phone
6514900170
Address
3499 Lexington Ave N, Arden Hills, MN 55126

Signing Officer

Name
Michael Ahles
Title
President and CEO
Phone
6517654124
Signed
2020-06-30

Organization Details

Principal Officer
Michael Ahles President and CEO
Formed
1878
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
7
Employees
105
Volunteers
6,443
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in Non-Admitted Assets ($272,716), Change in Asset Valuation Reserves ($2,552,848), Change in Unrealized Capital Gains $2,337,394, Change in Surplus $321,012 and Change in Ceding Commission from Annuity Reinsurer ($131,746).”

Financial Statement Notes

Schedule D, Part V, Line 4

“Accumulate earnings on corpus endowed funds and distribute as grants to further the charitable mission of the organization.”

Schedule D, Part XI, Line 2D

“Investment Expenses $2,003,175”

Schedule D, Part XI, Line 4B

“Statutory Accounting Rules are different from the Form 990 rules. $223,422 RE Depreciation, Rent Expense ($407,112), Loss on Sale of Ledger Assets ($16,475), Profit on Sale of Bonds $141,250, Loss on Sale of Bonds ($140,509), Gain on Sale of Mutual Funds $353,140, Loss on Sale of Mutual Funds ($992,203), LLC Income $43,855 and Rounding $6.”

Schedule D, Part XII, Line 2D

“General Expense to Investment Expense ($1,924,884), Insurance License and Taxes Expense ($78,291), and Rent Expense $407,112.”

Schedule D, Part XII, Line 4B

“Refund to Members $111,515, LLC Expenses $37,543 and RE Depreciation $223,422.”

Raw XML AppendixShowing 400 of 921 raw XML fields

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/Desc0Benefits totaling $59,186,968 were paid to our members in accordance with our mission to provide life insurance, annuities and other products, services and benefits that contribute to the financial well-being of our members and their families. $8,001,890 was paid in death claims, $51,027,772 was paid for annuity, supplementary contract and other policy benefits, and $157,306 was paid for post-high school scholarships.
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IRS990/FeesForServicesLegalGrp/TotalAmt0157373
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt00
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0723842
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt023818
IRS990/FeesForServicesOtherGrp/TotalAmt0747660
IRS990/FeesForServicesProfFundraising/FundraisingAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0643820
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt037.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt137.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt237.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt337.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt437.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt537.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt637.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.0
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0102117
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt167227
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2111874
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt373025
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt470219
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt560893
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt670912
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Harald Borrmann
IRS990/Form990PartVIISectionAGrp/PersonNm1Michael Ahles
IRS990/Form990PartVIISectionAGrp/PersonNm2Patrick Brown
IRS990/Form990PartVIISectionAGrp/PersonNm3John Tetzloff
IRS990/Form990PartVIISectionAGrp/PersonNm4Tom Schisler
IRS990/Form990PartVIISectionAGrp/PersonNm5Peter Ryan
IRS990/Form990PartVIISectionAGrp/PersonNm6Gregory Gall
IRS990/Form990PartVIISectionAGrp/PersonNm7Robert F Krattenmaker
IRS990/Form990PartVIISectionAGrp/PersonNm8James Wensel
IRS990/Form990PartVIISectionAGrp/PersonNm9William Lucas
IRS990/Form990PartVIISectionAGrp/PersonNm10James Gibbons
IRS990/Form990PartVIISectionAGrp/PersonNm11Jean Hart
IRS990/Form990PartVIISectionAGrp/PersonNm12Renee Brod
IRS990/Form990PartVIISectionAGrp/PersonNm13Martin Seifert
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0375291
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1361051
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2222863
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3193479
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4165169
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5161414
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6151255
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt722650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt820250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt919650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1019650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1119650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1218850
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1318850
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Senior VP and Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Regional Sales Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt3Advanced Case Specialist/Trainer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director of Sales
IRS990/Form990PartVIISectionAGrp/TitleTxt5Sales Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt6Regional Sales Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01878
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-654798
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0209606
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0209606
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0539405
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0539405
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0-654798
IRS990/GrossReceiptsAmt075439646
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt0463443
IRS990/GroupExemptionNum00263
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt023
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0562308
IRS990/InformationTechnologyGrp/ProgramServicesAmt02250
IRS990/InformationTechnologyGrp/TotalAmt0564558
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0106716
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0106716
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03454570
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03131845
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt028827262
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028827262
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt089668225
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt092895356
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0841748626
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0868374475
IRS990/IRPDocumentCnt087
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07027100
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01857315
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01705478
IRS990/LandBldgEquipCostOrOtherBssAmt08732578
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt0407112
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Catholic United Financial exists as a not-for-profit fraternal benefit society to: Promote fraternalism and charity among its members through a Local Council system and a representative form of goverment. Provide its members with life insurance, annuities and other products, services and benefits that will contribute to the financial well-being of our members and their families. Support the Roman Catholic Church in extending the faith, especially by commending and encouraging Catholic schools and religious education. Strive to be a good employer and contributing member of our community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt040680001
IRS990/NetAssetsOrFundBalancesEOYAmt039801321
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-654798
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-654798
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt056331
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt056331
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0235650
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt0235650
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0409843
IRS990/OfficeExpensesGrp/ProgramServicesAmt01896
IRS990/OfficeExpensesGrp/TotalAmt0411739
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09691143
IRS990/OtherAssetsTotalGrp/EOYAmt09698032
IRS990/OtherChangesInNetAssetsAmt0-298904
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01048496
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt023135
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01071631
IRS990/OtherExpensesGrp/Desc0Sales Expense
IRS990/OtherExpensesGrp/Desc1Operational Expenses
IRS990/OtherExpensesGrp/Desc2Adj In Current Year IMR Release
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03027796
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1514222
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2-823011
IRS990/OtherExpensesGrp/ProgramServicesAmt0115136
IRS990/OtherExpensesGrp/ProgramServicesAmt10

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,001,210,528
Liabilities
$961,409,207
Net assets
$39,801,321
Revenue
$75,032,534
Expenses
$75,612,310
Net income
-$579,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$952$932$20.0$67.6$78.5$11.0
2023Detailed filing. Detailed filing data is available for this year.$999$975$24.4$73.5$73.5$0.04
2022Detailed filing. Detailed filing data is available for this year.$1,055$1,025$29.8$71.9$78.5$6.70
2021Detailed filing. Detailed filing data is available for this year.$1,061$1,024$36.5$64.3$63.8$0.46
2020Detailed filing. Detailed filing data is available for this year.$1,021$986$35.0$64.7$66.4$1.70
2019Detailed filing. Detailed filing data is available for this year.$1,001$961$39.8$75.0$75.6$0.58
2018Detailed filing. Detailed filing data is available for this year.$970$929$40.7$78.3$77.7$0.61
2017Detailed filing. Detailed filing data is available for this year.$935$894$40.6$72.0$59.2$12.8
2016Detailed filing. Detailed filing data is available for this year.$919$890$29.1$104$103$0.60
2015Detailed filing. Detailed filing data is available for this year.$870$845$24.9$96.3$95.7$0.60
2014Detailed filing. Detailed filing data is available for this year.$834$807$26.4$88.2$87.5$0.75
2013Detailed filing. Detailed filing data is available for this year.$806$778$28.4$85.8$85.4$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$774$747$26.5$92.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$736$709$26.1$89.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$670$641$28.8$86.4