Civic Intelligence

Catholic United Financial Foundation

EIN 41-1893463 • 501(c)3 • St Paul, MN

Profile

The foundation, inspired by the gospel of jesus christ, serves the members, employees, and friends of catholic united financial, a not-for-profit fraternal benefit association, by:- being accountable to our donors and faithful to our church's mission,- supporting catholic schools and parishes with technology and chastity education grants,- bringing a catholic presence to natural disasters through financial support,- supplementing the cost of educating and training men for the priesthood.

3499 Lexington Avenue NorthSt Paul, MN 55126

www.catholicunited.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.03x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

19th percentile

-8.4%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$139,077

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

27th percentile

-0.6%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-23%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$41,789,670

Down $269,637 (-0.6%) from 2023

Liabilities

Down

$188,329

Down $31,915 (-14%) from 2023

Net Assets

Down

$41,601,341

Down $237,722 (-0.6%) from 2023

Operations
Liabilities / Revenue11th percentileNet Margin19th percentile

Revenue

Down

$7,002,338

Down $2,071,363 (-23%) from 2023

Expenses

Down

$7,590,788

Down $3,095,848 (-29%) from 2023

Net Income

Up

-$588,450

Up $1,024,485 (+64%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $3,597,269Liabilities 2010: $1,992,961Net Assets 2010: $1,604,3082010Assets 2011: $3,752,407Liabilities 2011: $329,620Net Assets 2011: $3,422,7872011Assets 2012: $4,617,639Liabilities 2012: $144,841Net Assets 2012: $4,472,7982012Assets 2013: $5,418,085Liabilities 2013: $128,814Net Assets 2013: $5,289,2712013Assets 2014: $7,214,964Liabilities 2014: $331,754Net Assets 2014: $6,883,2102014Assets 2015: $11,617,161Liabilities 2015: $260,895Net Assets 2015: $11,356,2662015Assets 2016: $19,174,919Liabilities 2016: $311,281Net Assets 2016: $18,863,6382016Assets 2017: $21,443,719Liabilities 2017: $298,969Net Assets 2017: $21,144,7502017Assets 2018: $24,213,309Liabilities 2018: $272,860Net Assets 2018: $23,940,4492018Assets 2019: $30,886,289Liabilities 2019: $216,650Net Assets 2019: $30,669,6392019Assets 2020: $34,027,744Liabilities 2020: $184,781Net Assets 2020: $33,842,9632020Assets 2021: $37,486,034Liabilities 2021: $165,848Net Assets 2021: $37,320,1862021Assets 2022: $42,361,226Liabilities 2022: $172,845Net Assets 2022: $42,188,3812022Assets 2023: $42,059,307Liabilities 2023: $220,244Net Assets 2023: $41,839,0632023Assets 2024: $41,789,670Liabilities 2024: $188,329Net Assets 2024: $41,601,3412024

Highlighted filing

2024

Assets$41,789,670
Liabilities$188,329
Net Assets$41,601,341
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2010: $365,709Expenses 2010: $314,897Net Income 2010: $50,8122010Revenue 2011: $687,989Expenses 2011: $505,987Net Income 2011: $182,0022011Expenses 2012: $653,8692012Revenue 2013: $1,623,083Expenses 2013: $852,104Net Income 2013: $770,9792013Revenue 2014: $2,399,288Expenses 2014: $752,196Net Income 2014: $1,647,0922014Revenue 2015: $5,793,262Expenses 2015: $1,211,125Net Income 2015: $4,582,1372015Revenue 2016: $8,542,282Expenses 2016: $1,103,730Net Income 2016: $7,438,5522016Revenue 2017: $3,679,603Expenses 2017: $1,556,857Net Income 2017: $2,122,7462017Revenue 2018: $5,054,149Expenses 2018: $1,974,048Net Income 2018: $3,080,1012018Revenue 2019: $8,989,527Expenses 2019: $2,689,287Net Income 2019: $6,300,2402019Revenue 2020: $5,029,231Expenses 2020: $2,129,843Net Income 2020: $2,899,3882020Revenue 2021: $6,021,022Expenses 2021: $3,201,210Net Income 2021: $2,819,8122021Revenue 2022: $9,669,959Expenses 2022: $3,744,620Net Income 2022: $5,925,3392022Revenue 2023: $9,073,701Expenses 2023: $10,686,636Net Income 2023: -$1,612,9352023Revenue 2024: $7,002,338Expenses 2024: $7,590,788Net Income 2024: -$588,4502024

Highlighted filing

2024

Revenue$7,002,338
Expenses$7,590,788
Net Income-$588,450
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,789,670
Liabilities
$188,329
Net assets
$41,601,341
Revenue
$7,002,338
Expenses
$7,590,788
Net income
-$588,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.8$0.19$41.6$7.00$7.59$0.59
2023Detailed filing. Detailed filing data is available for this year.$42.1$0.22$41.8$9.07$10.7$1.61
2022Detailed filing. Detailed filing data is available for this year.$42.4$0.17$42.2$9.67$3.74$5.93
2021Detailed filing. Detailed filing data is available for this year.$37.5$0.17$37.3$6.02$3.20$2.82
2020Detailed filing. Detailed filing data is available for this year.$34.0$0.18$33.8$5.03$2.13$2.90
2019Detailed filing. Detailed filing data is available for this year.$30.9$0.22$30.7$8.99$2.69$6.30
2018Detailed filing. Detailed filing data is available for this year.$24.2$0.27$23.9$5.05$1.97$3.08
2017Detailed filing. Detailed filing data is available for this year.$21.4$0.30$21.1$3.68$1.56$2.12
2016Detailed filing. Detailed filing data is available for this year.$19.2$0.31$18.9$8.54$1.10$7.44
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.26$11.4$5.79$1.21$4.58
2014Detailed filing. Detailed filing data is available for this year.$7.21$0.33$6.88$2.40$0.75$1.65
2013Detailed filing. Detailed filing data is available for this year.$5.42$0.13$5.29$1.62$0.85$0.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.62$0.14$4.47$0.65
2011Summary only. Only limited summary data is available for this year.$3.75$0.33$3.42$0.69$0.51$0.18
2010Summary only. Only limited summary data is available for this year.$3.60$1.99$1.60$0.37$0.31$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$7,018,053
Mission and Program Overview

Mission

The foundation, inspired by the gospel of jesus christ, serves the members, employees, and friends of catholic united financial, a not-for-profit fraternal benefit society, by:- being accountable to our donors and faithful to our church's mission,- supporting catholic schools and parishes with technology grants,- providing support for chastity education,- bringing a catholic presence to natural disaster sites with our disaster response team, providing training and equipment for spontaneous volunteers,- supplementing the cost of educating and training men for the priesthood.

To support financially the spiritual, educational and social needs of the catholic community where catholic united financial has a major presence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,015,274$9,273,690▲ $258,416
Savings and Temporary Cash Investments$4,205,749$5,458,028▲ $1,252,279
Cash and Non-Interest-Bearing Accounts$1,555,899$1,721,319▲ $165,420
Total Assets$42,059,307$41,789,670▼ $269,637
Other Assets Total$27,282,385$25,336,633▼ $1,945,752
Liabilities
Other Liabilities$220,244$188,329▼ $31,915
Total Liabilities$220,244$188,329▼ $31,915
Net Assets / Fund Balance
Net Assets With Donor Restrictions$39,282,276$39,310,300▲ $28,024
Net Assets Without Donor Restrictions$2,556,787$2,291,041▼ $265,746
Total Net Assets Fund Balance$41,839,063$41,601,341▼ $237,722
Total Liabilities and Net Assets / Fund Balance$42,059,307$41,789,670▼ $269,637

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,235,697--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,353,389$218,605▲ $213,180$101,146$3,684,028
2023$3,010,989$239,970▲ $226,153$123,723$3,353,389
2022$3,035,205$180,805▼ $85,737$119,283$3,010,990
2021$2,773,171$229,307▲ $173,149$140,422$3,035,205
2020$2,426,924$260,461▲ $124,039$38,253$2,773,171
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Michael AhlesPresident
Harald BorrmannBoard Member
James WenselBoard Member
Jean HartBoard Member
Mark ZemanBoard Member
Michael McgovernBoard Member
Paul ZastrowBoard Member
Susan StenzelBoard Member
William LucasBoard Member
Robert HeuermannExecutive Director
Fr Thomas ThompsonSpiritual Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$5,557,317
Program Service Revenue
$0
Investment Income
$1,458,868
Other Revenue
$-13,847
All Other Contributions
$5,521,156
Change in Net Assets
$-588,450

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$184,984Est. Fair Market Value (FMV), Actual Cos
Other Non Cash Contri Table1$31,985Actual Cost Incurred
Total Noncash Contributions2$216,969-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,018,053
Revenue Not Reported on Financial Statements
$-15,715
Revenue Not Reported on Form 990
$350,728
Other Revenue Adjustments
$-15,715
Total Revenue per Audited Statements
$7,368,781
Total Revenue per Form 990
$7,002,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,215,936
Other Expenses$374,852
Total Fundraising Expense$18,805
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,137,886--$7,137,886
Grants to Domestic Individuals$78,050--$78,050
Fees for Services Accounting$15,476$4,290$1,684$21,450
Other Expenses$5,157$1,430$561$7,148
Travel$2,570$712$280$3,562
Office Expenses$2,543$705$277$3,525
All Other Expenses$2,017$559$220$2,796
Fees for Services Other$1,277$354$139$1,770
Conferences and Meetings$406$112$44$562
Total Functional Expenses$7,524,054$47,929$18,805$7,590,788

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,606,503
Expenses per Audited Statements$7,590,788
Total Expenses per Form 990$7,590,788
Expenses Not Reported on Form 990$15,715
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Anne ChurchSt Paul, MN501(c)(3)Parish Support$1,125,903
St Mary Presentation FundMt Calvary, WI501(c)(3)Parish Support$1,045,484
Catholic Foundation of Southern MinnesotaAustin, MN501(c)(3)Organizational Support$273,531
Immaculate Conception ChurchLittle Rock, AR501(c)(3)Parish Support$250,000
Catholic United Financial FoundationBaltimore, MD501(c)(3)Organizational Support$227,827
ST HENRY'S CHURCHMonticello, MN501(c)(3)Parish Support$157,628
Church of St PeterMinneapolis, MN501(c)(3)Parish Support$145,000
Church of St Francis CabriniMonticello, MN501(c)(3)Parish Support$141,381
Church of Saint HenryPrinceton, MN501(c)(3)Parish Support$120,205
Queen of Angels ChurchKyle, SD501(c)(3)Parish Support$110,000
St Michael FoundationMadison, MN501(c)(3)Organizational Support$103,921
St Peters FundSt Michael, MN501(c)(3)Parish Support$95,000
St Bridget Catholic ChurchWabasso, MN501(c)(3)Parish Support$78,747
ST MARY'S SCHOOLLong Prairie, MN501(c)(3)School Suppot$77,092
ST BERNARD'S CHURCHAltura, MN501(c)(3)Parish Support$75,143
Forethought Life Insurance CompanySelma, AL501(c)(3)General Support$68,779
St Mary of the Presentation ChurchMemphis, TN501(c)(3)Organizational Support$60,490
St Genevieve CemeteryStewartville, MN501(c)(3)Organizational Support$58,229
St Michael ChurchMadison, MN501(c)(3)Organizational Support$48,924
Sacred Heart ChurchManly, IA501(c)(3)Parish Support$46,717
All Saints Catholic Church--Parish Support$43,000
Calvary Cemetery - Queen of Angels ChurchSaint Cloud, MN501(c)(3)Parish Support$40,000
St Joseph CemeteryEagan, MN501(c)(3)Parish Support$38,532
Immaculate Conception ChurchMarshall, MN501(c)(3)Parish Support$37,592
St Henry ChurchDodge Center, MN501(c)(3)Parish Support$35,462
University of Mary Office of Financial AidBismarck, ND501(c)(3)Organizational Support$30,000
New Ulm Area SchoolsMaryknoll, NY501(c)(3)Organizational Support$29,447
St Theodore Cemetery AssociationAlbert Lea, MN501(c)(3)Organizational Support$27,000
St Agnes ChurchSt Paul, MN501(c)(3)Parish Support$22,000
ST HENRY'S CATHOLIC CHURCH CCWTyler, MN501(c)(3)Parish Support$21,702
ST JUDE CHILDREN'S RESEARCH HOSPITALRed Lake Falls, MN501(c)(3)Organizational Support$21,375
Risen Savior MissionsAustin, MN501(c)(3)Organizational Support$21,200
Christ Our Light ParishSt Paul, MN501(c)(3)Parish Support$21,190
Christian Appalachian ProjectSt Paul, MN501(c)(3)Organizational Support$20,500
Smile TrainRush City, MN501(c)(3)Organizational Support$20,500
Boys TownAddison, TX501(c)(3)Organizational Support$20,100
Bishop of St CloudLakeville, MN501(c)(3)Organizational Support$20,000
Church of St JosephMinneapolis, MN501(c)(3)Parish Support$20,000
St Aloysius CemeteryWashington, DC501(c)(3)Organizational Support$20,000
Stoves for GuatemalaPaynesville, MN501(c)(3)Organizational Support$20,000
Mary Immaculate Conception ChurchPine City, MN501(c)(3)Parish Support$16,377
St Joseph Catholic ChurchOrtonville, MN501(c)(3)Parish Support$15,000
ST MARY'S EDUCATION FOUNDATIONSt Paul, MN501(c)(3)Organizational Support$14,500
Maryknoll SocietyCold Spring, MN501(c)(3)Organizational Suppot$14,010
St Francis De Sales Catholic ChurchThief River Falls, MN501(c)(3)Parish Support$13,721
Catholic Relief ServicesWinona, MN501(c)(3)Organizational Support$13,655
Saint Paul Seminary School of DivinityRobbinsdale, MN501(c)(3)Organizational Support$13,106
Covenant HouseHastings, MN501(c)(3)Organizational Support$12,965
Catholic Medical Mission BoardSt Cloud, MN501(c)(3)Organizational Support$12,055
St John Neumann ChurchCollegeville, MN501(c)(3)Parish Support$12,000
St Vincent De Paul Catholic ChurchWisconsin Rapids, WI501(c)(3)Parish Support$12,000
St Joachim Catholic ChurchPerham, MN501(c)(3)Parish Support$11,225
Cuff Msgr Schuler Seminarian FundNew York, NY501(c)(3)Organizational Support$11,175
Doctors Without BordersNew Ulm, MN501(c)(3)Parish Support$11,000
Retirement Fund for ReligiousMinneapolis, MN501(c)(3)Organizational Support$10,200
Dominican Sisters of St CeciliaTucson, AZ501(c)(3)Parish Support$10,000
Holy RedeemerIndianapolis, IN501(c)(3)Parish Support$10,000
ST MARY'SBreckenridge, MN501(c)(3)Parish Support$10,000
Sacred Heart Catholic ChurchApple Valley, MN501(c)(3)Parish Support$10,000
Sacred Heart Catholic ChurchWashington, DC501(c)(3)Organizational Support$10,000
St John AbbeySt James, MN501(c)(3)Organizational Support$10,000
The Church of St Margaret MaryGolden Valley, MN501(c)(3)Organizational Support$10,000
Heifer InternationalIrondale, AL501(c)(3)Organizational Support$9,955
St John Church-ortonvillePlainview, MN501(c)(3)Parish Support$9,824
St Lawrence SeminaryGood Thunder, MN501(c)(3)Organizational Support$9,547
Edmundite MissionsHagerstown, MD501(c)(3)Organizational Support$9,456
American Indian Education Fund-501(c)(3)Organizational Support$9,455
Oglala Lakota CollegeSt Paul, MN501(c)(3)Organizational Support$9,455
Our Lady of PeaceNew Ulm, MN501(c)(3)Parish Support$9,455
Wi Provice of Society of JesusMilwaukee, WI501(c)(3)Organizational Support$9,455
Catholic Foundation for the Diocese of St CloudBoys Town, NE501(c)(3)Organizational Support$8,251
St Michael ChurchBreckenridge, MN501(c)(3)Parish Support$7,485
Little Sisters of the PoorSt Clair, MN501(c)(3)Organizational Support$7,420
Catholic Servies Appeal FoundationNew York, NY501(c)(3)Organizational Support$6,750
Diocese of TucsonSt Paul, MN501(c)(3)Parish Support$6,500
Missionary Sisters of St Peter ClaverModesto, CA501(c)(3)Organizational Support$6,200
Church of St BonifaceLexington, KY501(c)(3)Parish Support$6,000
Mary Mother of God Mission SocietySt Paul, MN501(c)(3)Organizational Support$6,000
St James Calvary CemeteryMonticello, MN501(c)(3)Parish Support$6,000
St Vincent Depaul CemeteryBrooklyn Park, MN501(c)(3)Parish Support$6,000
Crow Lake CemeteryCanby, MN501(c)(3)Parish Support$5,776
Diocese of New UlmWessington Springs, SD501(c)(3)Parish Support$5,275
Eternal Word Television NetworkNashville, TN501(c)(3)Organizational Support$5,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,715
Fundraising Gross Income$1,868
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$38,029$1,868$7,496$-5,628
Total Events$38,029$1,868$15,715$-13,847
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuities Payable$188,329
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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 4

“Change to by-laws, removing language that the board of directors must be made up of 50% of the member organizations bod. Other change is to update language regarding catholic united foundation (parent company).”

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

“Catholic united financial (cuf), a related organization, has the power to appoint members of the governing body of the organization.”

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

“Catholic united financial (cuf), a related organization, has the power to ratify governance decisions made by the organization”

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

“The form 990 is reviewed by management and distributed to the board for its review prior to filing.”

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

“The conflict of interest policy is reviewed annually and signed by each member of the board.”

Form 990, Part VI, Section B, Line 15A

“The executive director is legally an employee of and paid by catholic united financial association, a related party.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and conflict of interest policy available upon request. The foundation publishes its financial statements in its annual report, which is mailed to the public and is available on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Catholic United Financial Foundation
EIN
41-1893463
Phone
6517654135
Address
3499 LEXINGTON AVENUE NORTH, ST PAUL, MN 55126

Signing Officer

Name
Robert Heuermann
Title
Executive Director
Phone
6517654135
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Heuermann
Formed
1997
Legal Domicile
Mn
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
57

Preparer

Firm
Olsen Thielen & Co Ltd
Address
2675 LONG LAKE ROAD, ST PAUL, MN 55113
Preparer
Ryan Vettrus CPA
Phone
6514834521
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed in the previous year.”

Financial Statement Notes

PART V, LINE 4:

“The intended use of the foundation's endowment funds is to ensure financial stability by providing a steady stream of investment income which is available for restricted and unrestricted purposes.”

PART X, LINE 2:

“Asc 740 disclosure the foundation is exempt from income taxes under section 501(c)(3) of the internal revenue code, therefore, the financial statements do not include a provision for income taxes. The foundation reviews income tax positions taken or expected to be taken in income tax returns to determine if there are any income tax uncertainties. This includes positions that the entity is exempt from income taxes or not subject to income taxes on unrelated business income. The foundation recognizes tax benefits from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by taxing authorities, based on the technical merits of the positions. The foundation has identified no income tax uncertainties. The foundation files information returns as a tax-exempt organization. Should that status be challenged in the future, all years since inception could be subject to review by the internal revenue service.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Direct fundraising expenses -15,715.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 15,715.”

Raw XML AppendixShowing 400 of 1,323 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT FINANCIALLY THE SPIRITUAL, EDUCATIONAL AND SOCIAL NEEDS OF THE CATHOLIC COMMUNITY WHERE CATHOLIC UNITED FINANCIAL HAS A MAJOR PRESENCE.
IRS990/AllOtherContributionsAmt05521156
IRS990/AllOtherExpensesGrp/FundraisingAmt0220
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0559
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02017
IRS990/AllOtherExpensesGrp/TotalAmt02796
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CATHOLIC UNITED FINANCIAL FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum06517654135
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03499 LEXINGTON AVENUE NORTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
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IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0112
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/CreditCounselingInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0IN 2024, THE FOUNDATION GRANT PROGRAM PROVIDED 47 GRANTS TO CATHOLIC SCHOOLS AND PARISHES FOR TECHNOLOGY AND CHASTITY & ABSTINENCE PROGRAMS AMOUNTING TO $28.375. SINCE 2001, MORE THAN $1.25 MILLION HAS BEEN AWARDED IN THROUGH MORE THAN 2,322 GRANTS TO CATHOLIC SCHOOLS, PARISHES, AND RELIGIOUS EDUCATION PROGRAMS. THE FOUNDATION'S SCHULER SEMINARIAN FUND PROVIDED 172 SEMINARIANS WITH $75,800 IN SCHOLARSHIP SUPPORT TO AID IN THEIR CONTINUING EDUCATION TOWARDS BECOMING A PRIEST. SINCE 1998, MORE THAN $1.27 MILLION HAS BEEN AWARDED TO SEMINARIANS PURSUING THEIR CALLING TOWARDS ORDINATION. THE FOUNDATION'S CATHOLIC UNITED DISASTER RESPONSE ASSISTS VICTIMS FROM NATURAL DISASTERS. THE DISASTER RESPONSE PROGRAM HAS PROVIDED EDUCATION AND SUPPORT FOR VARIOUS COMMUNITY MEMBERS AND ORGANIZATIONS SO THAT THEY WILL BE ABLE TO ASSIST THEMSELVES AND OTHERS IN NEED FOLLOWING NATURAL DISASTERS. THE DISASTER RELIEF PROGRAM IS TAKING THE PLACE OF THIS RESPONSE ACTIVITIES WHERE WE WILL CONTINUE PROVIDING FINANCIAL SUPPORT TO ALL PEOPLE IN NEED DUE TO NATURAL DISASTERS REGARDLESS OF RACE, CREED AND/OR RELIGION. THE FOUNDATION ALSO PROVIDES CHARITABLE GIFT ANNUITIES, DONOR ADVISED FUNDS, CHARITABLE DEFERRED ANNUITIES, AND CHARITABLE LIFE INSURANCE TO CATHOLIC UNITED FINANCIAL MEMBERS. THE FOUNDATION MATCHES THE MEMBERS' GIVING AND THEIR FINANCES, INTEGRATING GIVING INTO THEIR OVERALL FINANCIAL STRATEGY WHILE ENSURING THEY CAN ACHIEVE THEIR CHARITABLE GOALS THROUGH SOUND, CONSERVATIVE FISCAL MANAGEMENT. THE FOUNDATION ALSO OFFERS ORGANIZATIONAL ADVISED FUNDS TO ASSIST PARISHES AND CEMETERIES WITH THEIR LONG TERM AND ENDOWMENT MANAGEMENT AND INVESTMENT NEEDS. THE PROGRAM GRANTS AND DISTRIBUTIONS FROM THESE EFFORTS PROVIDED ALMOST $7.35 MILLION IN SUPPORT OF CHARITABLE ORGANIZATIONS, CHURCHES AND SCHOOLS ACROSS THE UPPER MIDWEST IN 2024.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
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IRS990/ElectionOfBoardMembersInd01
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IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL AHLES
IRS990/Form990PartVIISectionAGrp/PersonNm2FR THOMAS THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm3HARALD BORRMANN
IRS990/Form990PartVIISectionAGrp/PersonNm4JEAN HART
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL MCGOVERN
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN STENZEL
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES WENSEL
IRS990/Form990PartVIISectionAGrp/PersonNm9PAUL ZASTROW
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK ZEMAN
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE FOUNDATION, INSPIRED BY THE GOSPEL OF JESUS CHRIST, SERVES THE MEMBERS, EMPLOYEES, AND FRIENDS OF CATHOLIC UNITED FINANCIAL, A NOT-FOR-PROFIT FRATERNAL BENEFIT ASSOCIATION, BY:- BEING ACCOUNTABLE TO OUR DONORS AND FAITHFUL TO OUR CHURCH'S MISSION,- SUPPORTING CATHOLIC SCHOOLS AND PARISHES WITH TECHNOLOGY AND CHASTITY EDUCATION GRANTS,- BRINGING A CATHOLIC PRESENCE TO NATURAL DISASTERS THROUGH FINANCIAL SUPPORT,- SUPPLEMENTING THE COST OF EDUCATING AND TRAINING MEN FOR THE PRIESTHOOD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherExpensesGrp/TotalAmt1135200
IRS990/OtherExpensesGrp/TotalAmt215320
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IRS990/PrincipalOfficerNm0ROBERT HEUERMANN
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IRS990ScheduleD/DisclosedForCharitablePrpsInd01
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1443309
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt217370806
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIFE INSURANCE CONTRACTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1IMMEDIATE ANNUITIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DEFERRED ANNUITIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3FIXED INDEX ANNUITIES
IRS990ScheduleD/OtherExpensesIncludedAmt015715
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0188329
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITIES PAYABLE
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IRS990ScheduleD/RevenueNotReportedAmt0350728
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IRS990ScheduleD/RevenueSubtotalAmt07018053
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE FOUNDATION'S ENDOWMENT FUNDS IS TO ENSURE FINANCIAL STABILITY BY PROVIDING A STEADY STREAM OF INVESTMENT INCOME WHICH IS AVAILABLE FOR RESTRICTED AND UNRESTRICTED PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ASC 740 DISCLOSURE THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THEREFORE, THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES. THE FOUNDATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE FOUNDATION HAS IDENTIFIED NO INCOME TAX UNCERTAINTIES. THE FOUNDATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES -15,715.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DIRECT FUNDRAISING EXPENSES 15,715.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt025336633
IRS990ScheduleD/TotalExpensesPerForm990Amt07590788
IRS990ScheduleD/TotalLiabilityAmt0188329
IRS990ScheduleD/TotalRevenuePerForm990Amt07002338
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07368781
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07606503
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt036161
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt036161
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015715
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08219
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01868

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