Civic Intelligence

Catholic United Financial

990 • Fiscal year 2022 • EIN 41-0182070

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 14, 2023

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

0.97x

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

2022 filings • $1B+ nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

14.27x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • $1B+ nonprofits • Source year 2022

Net Margin

9th percentile

-9.3%

Higher net margin than 9% of similar nonprofits.

2022 filings • $1B+ nonprofits • Source year 2022

Top Officer Pay

12th percentile

$426,846

Higher top officer pay than 12% of similar nonprofits.

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

2022 filings • $1B+ nonprofits • Source year 2022

Asset Growth

52nd percentile

-0.5%

Faster asset growth than 52% of similar nonprofits.

2022 filings • $1B+ nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • $1B+ nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$1,055,250,995

Down $5,431,365 (-0.5%) from 2021

Net Assets

Down

$29,802,986

Down $6,725,793 (-18%) from 2021

Liabilities

Up

$1,025,448,009

Up $1,294,428 (+0.1%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin9th percentile

Revenue

Up

$71,850,379

Up $7,577,354 (+12%) from 2021

Expenses

Up

$78,547,910

Up $14,733,747 (+23%) from 2021

Net Income

Down

-$6,697,531

Down $7,156,393 (-1560%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2022

Assets$1,055,250,995
Liabilities$1,025,448,009
Net Assets$29,802,986
Open 2022 Filing

Operations Trend

Revenue Growth68th 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

2022

Revenue$71,850,379
Expenses$78,547,910
Net Income-$6,697,531
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 14, 2023
Return Version
2022v5.0
Gross Receipts
$72,257,491
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$921,702,111$937,674,850▲ $15,972,739
Investments Other Securities$96,202,581$90,264,118▼ $5,938,463
Rtn Earn Endowment Incm Other Fnds$36,528,779$29,802,986▼ $6,725,793
Cash and Non-Interest-Bearing Accounts$3,918,030$5,918,335▲ $2,000,305
Other Notes and Loans Receivable, Net$4,525,409$4,958,502▲ $433,093
Inventories for Sale or Use$3,453,564$4,119,801▲ $666,237
Savings and Temporary Cash Investments$20,396,358$1,344,367▼ $19,051,991
Land, Buildings, and Equipment, Net$1,369,498$1,318,513▼ $50,985
Accounts Receivable$4,877$2,926▼ $1,951
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$0→ $0
Total Assets$1,060,682,360$1,055,250,995▼ $5,431,365
Other Assets Total$9,109,932$9,649,583▲ $539,651
Liabilities
Other Liabilities$1,022,592,179$1,023,962,294▲ $1,370,115
Accounts Payable and Accrued Expenses$1,561,402$1,485,715▼ $75,687
Total Liabilities$1,024,153,581$1,025,448,009▲ $1,294,428
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,528,779$29,802,986▼ $6,725,793
Total Liabilities and Net Assets / Fund Balance$1,060,682,360$1,055,250,995▼ $5,431,365

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,253,414$5,793,986$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$65,099$1,671,424$0
Leasehold Improvements$0$0$0
Other Securities$90,264,118--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$3,035,205$180,805▼ $85,737$119,283$3,010,990
2021$2,978,986$229,307▼ $32,667$140,421$3,035,205
2020$2,796,299$298,399▼ $91,505$0$2,978,986
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
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael AhlesPresident/ChairmanFT$390,000$14,262$404,262
Paul ZastrowSr. VP, Secretary/TreasurerFT$333,625$13,439$347,064
John TetzloffDirector of SalesFT$203,540$15,883$219,423
Dean DemaraisMember Advisor Team LeadFT$177,406$5,144$182,550
Gregory GallCentral Regional DirectorFT$161,585$13,551$175,136
Jack KerbeshianDirector of Product ManagementFT$162,796$768$163,564
Butch ByersSouthwest Regional DirectorFT$144,444$12,241$156,685
Robert F KrattenmakerBoard Member-$18,375-$18,375
James GibbonsBoard Member-$17,250-$17,250
James WenselBoard Member-$17,250-$17,250
Jean HartBoard Member-$17,250-$17,250
Martin SeifertBoard Member-$17,250-$17,250
Renee BrodBoard Member-$17,250-$17,250
William LucasBoard Member-$17,250-$17,250

Highest Paid Contractors

ContractorServicesLocationCompensation
Bonsai LLCConsulting Services2116 Pearl Street, Boulder, CO 80302$505,855
Securian Asset ManagementInvestment Advisory401 Robert Street N, Suite 530, Saint Paul, MN 55101$402,491
Miller & NewbergActuarial and Consulting Services8717 W 110th St, Suite C, Overland Park, KS 66210$334,964
-IT Consulting502 Foxtail Drive, West Fargo, ND 58078$294,849
Nordick ConsultingEnterprise Risk Management Consulting Services980 Kohlman, Maplewood, MN 55109$258,153
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$33,341,378
Investment Income
$38,454,180
Other Revenue
$54,821
Change in Net Assets
$-6,697,531

Audited Revenue Reconciliation

Revenue per Audited Statements
$74,501,033
Revenue Not Reported on Financial Statements
$-2,650,654
Revenue Not Reported on Form 990
$-1,052,684
Other Revenue Adjustments
$626,928
Total Revenue per Audited Statements
$73,448,349
Total Revenue per Form 990
$71,850,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,999,017
Salaries, Compensation, and Employee Benefits$8,268,362
Grants and Similar Amounts Paid$565,554
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$50,714,977
Other Expenses---$10,808,069
Other Salaries and Wages---$5,213,058
Fees for Services Other---$1,525,822
Current Officers, Directors, Trustees, and Key Employees---$918,928
Pension Plan Contributions---$875,555
Information Technology---$765,604
Fees for Service Investment Mgmnt Fees---$740,957
Other Employee Benefits---$722,000
Office Expenses---$546,313
Payroll Taxes---$538,821
Fees for Services Accounting---$534,242
Grants to Domestic Orgs---$354,504
Occupancy---$349,491
Advertising---$331,531
Depreciation Depletion---$232,988
Grants to Domestic Individuals---$211,050
Insurance---$126,646
Travel---$110,527
Fees for Services Legal---$109,342
Conferences and Meetings---$54,885
Total Functional Expenses$0$0$0$78,547,910

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$78,547,910
Expenses per Audited Statements$76,780,406
Total Expenses per Audited Statements$76,780,406
Expenses Not Reported on Financial Statements$1,767,504
Other Expense Adjustments$1,767,504
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Henry's ChurchPerham, MN501(c)(3)Catholic education$15,000
National Association of Fraternal Insurance Counselors IncBuffalo, MN501(c)(3)Catholic education$10,000

International Summary

Offices
0
Employees
0
Spending
$89,348,745

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland and Greenland)InvestmentsThe investment portfolio is held in US Dollars. It has investments from entities headquartered in other countries. The breakdown by portfolio percentage is US (87%), Canada (3%), AU (2%), GB (2%), KY (1%), NL (1%), IE (1%), Other (3%).--$34,907,845
North America (including Canada and Mexico, but not the United States)InvestmentsThe investment portfolio is held in US Dollars. It has investments from entities headquartered in other countries. The breakdown by portfolio percentage is US (87%), Canada (3%), AU (2%), GB (2%), KY (1%), NL (1%), IE (1%), Other (3%).--$21,445,094
East Asia and the PacificInvestmentsThe investment portfolio is held in US Dollars. It has investments from entities headquartered in other countries. The breakdown by portfolio percentage is US (87%), Canada (3%), AU (2%), GB (2%), KY (1%), NL (1%), IE (1%), Other (3%).--$19,057,836
Central America and the CaribbeanInvestmentsThe investment portfolio is held in US Dollars. It has investments from entities headquartered in other countries. The breakdown by portfolio percentage is US (87%), Canada (3%), AU (2%), GB (2%), KY (1%), NL (1%), IE (1%), Other (3%).--$13,937,970
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$1,023,962,294
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 6

“Catholic United Financial is a not-for-profit Fraternal Life Insurance Company that is owned by its members under IRS Section 501 (c) (8). Fraternal Benefit Society.”

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

“Delegates of the membership elect 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, name 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 Senior 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 at a Board meeting prior to its 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
Paul Zastrow
Title
VP Secretary/Treasurer
Phone
6517654124
Signed
2023-06-14

Organization Details

Principal Officer
Paul Zastrow
Formed
1878
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
7
Employees
106
Volunteers
2,170
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in Non-admitted assets, change in asset Valuation Reserve, Change in Net Unrealized Capital Gains, and Change in Ceding Commissions from Annuity Reinsurer.”

Financial Statement Notes

Schedule D, Part V, Line 4

“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

“Schedule D, Part XI, Line 2d - Investment Expense”

Schedule D, Part XI, Line 4B

“Depreciation $76,513; Rent Expense $407,112; Gain on Sale of Mutual Funds ($60,661); LLC Income $776,928; Investment Income Paid to Reinsurer $11,428,307.”

Schedule D, Part XII, Line 4B

“Investment Expenses $1,052,684, Dividends to members $95,829, LLC Expenses $618,991.”

Raw XML AppendixShowing 400 of 844 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01561402
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01485715
IRS990/AccountsReceivableGrp/BOYAmt04877
IRS990/AccountsReceivableGrp/EOYAmt02926
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To 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.
IRS990/AdvertisingGrp/TotalAmt0331531
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt050714977
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Catholic United Financial
IRS990/BooksInCareOfDetail/PhoneNum06514900170
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03499 Lexington Ave N
IRS990/BooksInCareOfDetail/USAddress/CityNm0Arden Hills
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0551268017
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03918030
IRS990/CashNonInterestBearingGrp/EOYAmt05918335
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt013
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0918928
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt054885
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0402491
IRS990/ContractorCompensationGrp/CompensationAmt1334964
IRS990/ContractorCompensationGrp/CompensationAmt2505855
IRS990/ContractorCompensationGrp/CompensationAmt3258153
IRS990/ContractorCompensationGrp/CompensationAmt4294849
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0401 Robert Street N
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt18717 W 110th St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22116 Pearl Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3980 Kohlman
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4502 Foxtail Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt0Suite 530
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt1Suite C
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Saint Paul
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Overland Park
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Boulder
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Maplewood
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4West Fargo
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1KS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4ND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055101
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd166210
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd280302
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd355109
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd458078
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Securian Asset Management
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Miller & Newberg
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2BONSAI LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Nordick Consulting
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Kelly Bretz LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Investment Advisory
IRS990/ContractorCompensationGrp/ServicesDesc1Actuarial and Consulting Services
IRS990/ContractorCompensationGrp/ServicesDesc2Consulting Services
IRS990/ContractorCompensationGrp/ServicesDesc3Enterprise Risk Management Consulting Services
IRS990/ContractorCompensationGrp/ServicesDesc4IT Consulting
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt050714977
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0565554
IRS990/CYInvestmentIncomeAmt038454180
IRS990/CYOtherExpensesAmt018999017
IRS990/CYOtherRevenueAmt054821
IRS990/CYProgramServiceRevenueAmt033341378
IRS990/CYRevenuesLessExpensesAmt0-6697531
IRS990/CYSalariesCompEmpBnftPaidAmt08268362
IRS990/CYTotalExpensesAmt078547910
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt071850379
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0232988
IRS990/Desc0Benefits totaling $50,888,577 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. $10,738,850 was paid in death claims, $39,983,127 was paid for annuity, supplementary contract and other policy benefits, and $166,600 was paid for post-high school scholarships.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0106
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt050888577
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0534242
IRS990/FeesForServicesLegalGrp/TotalAmt0109342
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt01525822
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0740957
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt037.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt137.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt237.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt337.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt437.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt537.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt637.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt033268
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt133266
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt227983
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt332999
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt414544
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt51460
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt61117
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Michael Ahles
IRS990/Form990PartVIISectionAGrp/PersonNm1Paul Zastrow
IRS990/Form990PartVIISectionAGrp/PersonNm2John Tetzloff
IRS990/Form990PartVIISectionAGrp/PersonNm3Gregory Gall
IRS990/Form990PartVIISectionAGrp/PersonNm4Dean Demarais
IRS990/Form990PartVIISectionAGrp/PersonNm5Jack Kerbeshian
IRS990/Form990PartVIISectionAGrp/PersonNm6Butch Byers
IRS990/Form990PartVIISectionAGrp/PersonNm7Robert F Krattenmaker
IRS990/Form990PartVIISectionAGrp/PersonNm8Renee Brod
IRS990/Form990PartVIISectionAGrp/PersonNm9James Wensel
IRS990/Form990PartVIISectionAGrp/PersonNm10Martin Seifert
IRS990/Form990PartVIISectionAGrp/PersonNm11Jean Hart
IRS990/Form990PartVIISectionAGrp/PersonNm12James Gibbons
IRS990/Form990PartVIISectionAGrp/PersonNm13William Lucas
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0393578
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1336942
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2208889
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3164581
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4176713
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5163564
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6156685
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt718375
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt817250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt917250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1017250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1117250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1217250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1317250
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/TitleTxt1Sr. VP, Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director of Sales
IRS990/Form990PartVIISectionAGrp/TitleTxt3Central Regional Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member Advisor Team Lead
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director of Product Management
IRS990/Form990PartVIISectionAGrp/TitleTxt6Southwest Regional Director
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/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-3277582
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0211050
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0354504
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0-3277582
IRS990/GrossReceiptsAmt072257491
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt0461933
IRS990/GroupExemptionNum00263
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt024
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0765604
IRS990/InsuranceGrp/TotalAmt0126646
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03453564
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04119801
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt041731762
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041731762
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt096202581
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt090264118
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0921702111
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0937674850
IRS990/IRPDocumentCnt045
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07465410
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01369498
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01318513
IRS990/LandBldgEquipCostOrOtherBssAmt08783923
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/NetAssetsOrFundBalancesBOYAmt036528779
IRS990/NetAssetsOrFundBalancesEOYAmt029802986
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3277582
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3277582
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt054821
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt054821
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0349491
IRS990/OfficeExpensesGrp/TotalAmt0546313
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09109932
IRS990/OtherAssetsTotalGrp/EOYAmt09649583
IRS990/OtherChangesInNetAssetsAmt0-28262
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0722000
IRS990/OtherExpensesGrp/Desc0Sales Expenses
IRS990/OtherExpensesGrp/Desc1Operational Expenses
IRS990/OtherExpensesGrp/Desc2Interest Income Pai10808d to Reinsurer
IRS990/OtherExpensesGrp/TotalAmt02534133
IRS990/OtherExpensesGrp/TotalAmt1228467
IRS990/OtherExpensesGrp/TotalAmt210808069
IRS990/OtherLiabilitiesGrp/BOYAmt01022592179
IRS990/OtherLiabilitiesGrp/EOYAmt01023962294
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt05213058
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04525409
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04958502
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0538821
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0875555
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Paul Zastrow
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Premium Income
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt032688495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032688495
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0In accordance with our mission to promote fraternalism and charity among our members through a local council system and representative governance, $284,268 was provided to our Councils and communities. Of this amount, $149,729 was spent on Local Councils, $69,170 on matching grants, $4,328 was spent to conduct Regional Member Gatherings, $14,750 on miscellaneous donations, and $46,291 was spent on Member Recognition programs and conducting Gather4Good events. Gather4Good is a volunteer, family oriented service project started in 2010 to assemble personal care kits for people in the local community experiencing homelessness.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0284268
IRS990/ProgSrvcAccomActy3Grp/Desc0In accordance with our mission to support the Roman Catholic Church in extending the faith, commending and encouraging Catholic schools and religious education, Fraternal benefits totaling $467,525 were spent during the year. Of this total, $112,014 was provided to Catholic Dioceses and parishes, $7,500 was granted to organizations supportive of extending Catholic teachings, $217,074 was spent as operating support for our Foundation, and $130,937 was spent supporting Catholic education, including the Annual Catholic Schools Raffle. This Raffle has raised almost $12 million for over 100 Catholic schools since its inception thirteen years ago.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0460025
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt061451830
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0605047
IRS990/PYInvestmentIncomeAmt014944488
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0-5588231
IRS990/PYOtherRevenueAmt05298444
IRS990/PYProgramServiceRevenueAmt044030093
IRS990/PYRevenuesLessExpensesAmt0458862
IRS990/PYSalariesCompEmpBnftPaidAmt07345517
IRS990/PYTotalExpensesAmt063814163
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt064273025
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-6697531
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt054821
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt036528779
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt029802986
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020396358
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01344367
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01253414
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05793986
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt07047400
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03035205

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,055,250,995
Liabilities
$1,025,448,009
Net assets
$29,802,986
Revenue
$71,850,379
Expenses
$78,547,910
Net income
-$6,697,531
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