Catholic Financial Life

Milwaukee, WI
Tax-exempt since Nov. 1941
EIN: 39-0201015

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Type of Nonprofit

Designated as a 501(c)8 Fraternal beneficiary societies and associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are tax deductible.

Revenue

$128M (2022)

Expenses

$119M (2022)

Total Assets

$1.69B (2022)

Total Liabilities

$1.55B (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$127,605,313

Expenses

$118,686,636

Net Income

$8,918,677

Net Assets

$133,771,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,860	0.0%
Program Services	$58,227,341	45.6%
Investment Income	$69,439,071	54.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$1,428,783	1.1%
Net Fundraising	$0
Sales of Assets	-$3,596,520
Net Inventory Sales	$0
Other Revenue	$2,104,778	1.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,802,887	3.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,715,682	2.3%

Assets/Debt
Total Assets	$1,688,153,935
Total Liabilities	$1,554,382,452
Net Assets	$133,771,483

Compensation

Key Employees and Officers	Compensation	Related	Other
John T Borgen (President And Chief Executive Officer)	$407,507	$0	$48,594
Kari R Diestelhorst (Chief Financial Officer)	$262,499	$0	$19,432
William R O'toole (Director And Former Chief Executive Officer)	$231,897	$0	$14,748
Linda M Hanson (Vice President Of Actuarial)	$214,004	$0	$14,429
Michael J Attewell (Vice President Of Information Technology)	$199,805	$0	$9,491
Rogelio Cabral (Vice President Sales)	$197,921	$0	$38,889
Jeffrey R Piotrowski (Former Chief Operations Officer)	$194,533	$0	$33,957
Sara J Walker (Vice President Investments)	$190,936	$0	$19,254
Kristen L Mueller (Secretary And Vice President Human Resources)	$187,472	$0	$24,855
Michael C Eyrich (Vice President Distribution)	$180,790	$0	$42,310
Kristin O'connell (Sales Advisor)	$173,123	$0	$28,958
Peter L Duellman (Director Of Actuarial And Analytics)	$172,143	$0	$11,454
Joseph K Kohut (Director Of Brokerage Operations)	$166,470	$0	$42,614
Kerry E Riemer (Former Controller)	$129,877	$0	$22,451
Cynthia E Feld (Controller)	$123,492	$0	$8,019
Rachel L Wolf (Associate Actuary)	$118,877	$0	$19,586
Allan G Lorge (Director And Board Chair)	$39,500	$0	$0
Joseph G Kopinski (Director)	$24,500	$0	$0
Susan M Obermiller (Director)	$24,500	$0	$0
Jeffrey B Tilley (Director)	$24,500	$0	$0
Kari L Niedfeldt Thomas (Director)	$24,000	$0	$0
John C Mack (Director)	$23,500	$0	$0
Lisa A Mick (Director)	$23,500	$0	$0
Coral M Grout (Director)	$23,500	$0	$0
Sandra T Dempsey (Director)	$23,000	$0	$0

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990

Filed on Sept. 7, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$138,292,152

Expenses

$127,105,719

Net Income

$11,186,433

Net Assets

$123,985,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,170	0.0%
Program Services	$62,874,361	45.5%
Investment Income	$71,483,505	51.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$542,017	0.4%
Net Fundraising	$0
Sales of Assets	$890,861	0.6%
Net Inventory Sales	$0
Other Revenue	$2,499,238	1.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,591,822	2.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,691,982	2.1%

Assets/Debt
Total Assets	$1,696,774,589
Total Liabilities	$1,572,788,976
Net Assets	$123,985,613

Compensation

Key Employees and Officers	Compensation	Related	Other
William R O'toole (Chief Executive Officer)	$505,961	$0	$35,142
John T Borgen (President)	$322,211	$0	$41,008
Jeffrey R Piotrowski (Chief Operations Officer)	$268,076	$0	$37,139
Kari R Diestelhorst (Chief Financial Officer)	$253,770	$0	$13,787
Linda M Hanson (Vice President Actuary)	$202,970	$0	$9,591
Rogelio Cabral (Vice President Sales)	$187,977	$0	$31,572
Kristen L Mueller (Secretary And Vice President Human Resources)	$179,228	$0	$18,226
Kerry E Riemer (Controller)	$165,473	$0	$25,566
Kristin O'connell (Regional Sales Manager)	$164,681	$0	$24,608
Peter L Duellman (Director Of Actuarial And Analytics)	$153,941	$0	$11,264
Michael J Attewell (Director Information Technology)	$145,625	$0	$9,438
Joseph K Kohut (Director Of Brokerage Operations)	$143,334	$0	$17,798
Sara J Walker (Vice President Investments)	$123,234	$0	$21,053
Robert W Chappo (Regional Sales Director)	$119,983	$0	$8,417
Milagros Gonzalez (Former Executive Director)	$92,878	$0	$25,474
Michael Stivoric (Director/Board Chair)	$30,000	$0	$0
Joseph G Kopinski (Director)	$19,000	$0	$0
Allan G Lorge (Director)	$19,000	$0	$0
John C Mack (Director)	$19,000	$0	$0
Susan M Obermiller (Director)	$19,000	$0	$0
David C Singer (Director)	$19,000	$0	$0
Kari L Niedfeldt Thomas (Director)	$19,000	$0	$0
Lisa A Mick (Director)	$18,500	$0	$0
Sandra T Dempsey (Director)	$18,000	$0	$0
Coral M Grout (Director)	$18,000	$0	$0
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990

Filed on Oct. 10, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$141,566,619

Expenses

$127,613,237

Net Income

$13,953,382

Net Assets

$114,127,622

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,380	0.0%
Program Services	$63,070,141	44.6%
Investment Income	$71,279,719	50.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$524,871	0.4%
Net Fundraising	$0
Sales of Assets	$4,628,268	3.3%
Net Inventory Sales	$0
Other Revenue	$2,061,240	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,170,773	0.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,810,404	5.3%

Assets/Debt
Total Assets	$1,683,228,815
Total Liabilities	$1,569,101,193
Net Assets	$114,127,622

Compensation

Key Employees and Officers	Compensation	Related	Other
William R O'toole (President And Chief Executive Officer)	$555,530	$0	$96,425
Jeffrey R Piotrowski (Chief Operations Officer)	$296,157	$0	$38,948
Kari R Diestelhorst (Chief Financial Officer)	$251,439	$0	$16,780
John T Borgen (Chief Marketing Officer)	$215,138	$0	$35,163
Linda M Hanson (Vice President Actuary)	$206,321	$0	$11,628
Rogelio Cabral (Vice President Sales)	$194,708	$0	$36,481
Kristen L Mueller (Secretary And Vice President Human Resources)	$184,337	$0	$19,960
Kerry E Riemer (Controller)	$170,215	$0	$27,717
Kristin O'connell (Regional Sales Manager)	$155,875	$0	$24,976
Joseph Kohut (Director Of Brokerage Operations)	$154,893	$0	$11,769
Mike Attewell (Director Information Technology)	$150,699	$0	$9,918
Peter Duelmann (Associate Actuary)	$140,229	$0	$18,351
Kristin Jorgenson (Sr. Project Manager)	$128,661	$0	$23,598
Milagros Gonzalez (Executive Director)	$103,882	$0	$30,797
Michael Stivoric (Director/Board Chair)	$30,000	$0	$0
Joseph G Kopinski (Director)	$19,000	$0	$0
Allan G Lorge (Director)	$19,000	$0	$0
John C Mack (Director)	$19,000	$0	$0
Susan M Obermiller (Director)	$19,000	$0	$0
David C Singer (Director)	$19,000	$0	$0
Archbishop Jerome E Listecki (Director)	$18,000	$0	$0
Sandra T Dempsey (Director)	$18,000	$0	$0
Coral M Grout (Director)	$18,000	$0	$0
Lisa A Mick (Director)	$18,000	$0	$0
Jeffrey B Tilley (Director)	$18,000	$0	$0
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990

Filed on Oct. 22, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$154,766,865

Expenses

$146,089,742

Net Income

$8,677,123

Net Assets

$109,240,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,480	0.0%
Program Services	$79,655,998	51.5%
Investment Income	$73,477,666	47.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$602,358	0.4%
Net Fundraising	$0
Sales of Assets	-$1,012,052
Net Inventory Sales	$0
Other Revenue	$2,040,415	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,497,005	2.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,068,943	2.8%

Assets/Debt
Total Assets	$1,678,942,715
Total Liabilities	$1,569,701,932
Net Assets	$109,240,783

Compensation

Key Employees and Officers	Compensation	Related	Other
William R O'toole (President And Chief Executive Officer)	$503,836	$0	$87,542
Rogelio Cabral (Vice President Sales)	$245,558	$0	$37,273
Jeffrey R Piotrowski (Chief Operations Officer)	$213,904	$34,417	$38,565
John T Borgen (Chief Marketing Officer)	$205,396	$0	$32,908
Jeffrey B Tilley (Former Secretary And Chief Financial Officer)	$200,720	$0	$47,405
Kari R Diestelhorst (Chief Financial Officer)	$189,282	$0	$12,978
Kristin O'connell (Regional Sales Manager)	$182,721	$0	$25,454
Kristen L Mueller (Vice President Human Resources)	$175,328	$0	$18,705
Joseph Kohut (Director Of Brokerage)	$166,130	$0	$11,029
Linda Hanson (Vice President Actuary)	$163,509	$0	$9,055
Kerry E Riemer (Controller)	$161,056	$0	$27,810
Charles Ab Haas (Vice President Buisness Development)	$141,732	$0	$32,819
Mike Attewell (Director Information Technology)	$135,572	$0	$9,627
Andrea Kincaid (Director Marketing)	$107,926	$0	$16,425
Rachel Wolf (Actuary)	$105,072	$0	$16,450
Michael Stivoric (Director)	$27,000	$0	$0
John C Mack (Director)	$22,000	$0	$0
Allan G Lorge (Director)	$19,000	$0	$0
Susan Obermiller (Director)	$19,000	$0	$0
David C Singer (Director)	$19,000	$0	$0
Sandra Dempsey (Director)	$18,000	$0	$0
Coral M Grout (Director)	$18,000	$0	$0
Joseph G Kopinski (Director)	$18,000	$0	$0
Archbishop Jerome E Listecki (Director)	$18,000	$0	$0
Lisa Mick (Director)	$18,000	$0	$0
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990

Filed on Sept. 10, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$156,982,865

Expenses

$142,675,339

Net Income

$14,307,526

Net Assets

$99,357,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,770	0.0%
Program Services	$79,754,548	50.8%
Investment Income	$74,497,538	47.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$522,702	0.3%
Net Fundraising	$0
Sales of Assets	$282,595	0.2%
Net Inventory Sales	$0
Other Revenue	$1,922,712	1.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,694,920	2.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,677,296	2.6%

Assets/Debt
Total Assets	$1,653,316,399
Total Liabilities	$1,553,958,979
Net Assets	$99,357,420

Compensation

Key Employees and Officers	Compensation	Related	Other
William R O'toole (President And Chief Executive Officer)	$477,034	$0	$80,875
Jeffrey B Tilley (Secretary And Chief Financial Officer)	$263,365	$0	$49,703
Rogelio Cabral (Vice President Sales)	$255,934	$0	$37,058
Jeffrey R Piotrowski (Senior Vp It & Insurance Services)	$236,619	$0	$38,836
John Callen (Chief Investment Officer)	$187,419	$0	$35,362
John T Borgen (Senior Vice President Membership)	$185,475	$0	$33,154
Elizabeth E Gabrys (Vice President & Chief Actuary)	$171,748	$0	$11,120
Kristen L Mueller (Vice President Human Resources)	$162,197	$0	$18,279
Kerry E Riemer (Controller)	$156,102	$0	$32,951
Kristin O'connell (Regional Sales Manager)	$146,919	$0	$29,552
Charles A B Haas (Vice President Business Development)	$131,317	$0	$30,203
Mike Attewell (Director Information Technology)	$129,046	$0	$9,309
Kari R Diestelhorst (Vice President Finance)	$122,977	$0	$8,847
Joseph E Gadbois (Vice President Fraternal Outreach)	$118,704	$0	$8,149
Daniel Lloyd (Regional Sales Manager)	$117,371	$0	$7,656
Brian Brugger (Actuary)	$109,941	$0	$22,023
John C Mack (Director)	$31,700	$0	$0
Allan G Lorge (Director)	$23,600	$0	$0
Patrick J Murphy (Director)	$23,600	$0	$0
Michael Stivoric (Director)	$19,700	$0	$0
Dennis N Kabat (Director)	$19,400	$0	$0
John F Kenawell (Director)	$18,800	$0	$0
David C Singer (Director)	$18,500	$0	$0
Susan Obermiller (Director)	$17,900	$0	$0
Paul B Pinsonnault (Director)	$17,900	$0	$0
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990

Filed on Nov. 14, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$157,387,126

Expenses

$145,334,684

Net Income

$12,052,442

Net Assets

$88,051,947

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,830	0.0%
Program Services	$78,713,394	50.0%
Investment Income	$73,287,646	46.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$475,526	0.3%
Net Fundraising	$0
Sales of Assets	$2,554,343	1.6%
Net Inventory Sales	$0
Other Revenue	$2,353,387	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$4,011,346	2.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,192,764	2.9%

Assets/Debt
Total Assets	$1,641,577,299
Total Liabilities	$1,553,525,352
Net Assets	$88,051,947

Compensation

Key Employees and Officers	Compensation	Related	Other
Lisa Flanary (Former Ceo Degree Of Honor)	$474,958	$0	$22,497
William R O'toole (President And Chief Executive Officer)	$458,406	$0	$77,514
Jeffrey B Tilley (Secretary And Chief Financial Officer)	$262,464	$0	$48,034
Rogelio Cabral (Vice President Sales)	$241,130	$0	$35,970
Erica Oberg (Former Cfo Degree Of Honor)	$239,349	$0	$20,333
Jeffrey R Piotrowski (Senior Vp It & Insurance Services)	$238,125	$0	$33,823
John Callen (Chief Investment Officer)	$186,975	$0	$30,695
John T Borgen (Senior Vice President Membership)	$186,275	$0	$33,512
Elizabeth E Gabrys (Vice President & Chief Actuary)	$172,644	$0	$10,257
Kerry E Riemer (Controller)	$156,493	$0	$26,684
Kristen L Mueller (Vice President Human Resources)	$155,020	$0	$17,762
Kristin O'connell (Regional Sales Manager)	$136,421	$0	$28,244
Daniel Lloyd (Regional Sales Manager)	$125,608	$0	$8,055
Michael G Soczka (Regional Sales Manager)	$123,616	$0	$7,756
Joseph E Gadbois (Vice President Fraternal Outreach)	$114,613	$0	$23,505
Charles A B Haas (Vice President Business Development)	$55,528	$0	$14,481
John C Mack (Director)	$29,700	$0	$0
Allan G Lorge (Director)	$21,600	$0	$0
Patrick J Murphy (Director)	$21,600	$0	$0
Michael Stivoric (Director)	$19,200	$0	$0
John F Kenawell (Director)	$17,700	$0	$0
Dennis N Kabat (Director)	$17,525	$0	$0
David C Singer (Director)	$17,525	$0	$0
Susan Obermiller (Director)	$17,100	$0	$0
Paul B Pinsonnault (Director)	$15,900	$0	$0
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990

Filed on Oct. 23, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$139,343,312

Expenses

$127,723,135

Net Income

$11,620,177

Net Assets

$70,783,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,110	0.0%
Program Services	$70,793,080	50.8%
Investment Income	$66,616,299	47.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$625,650	0.4%
Net Fundraising	$0
Sales of Assets	-$538,905
Net Inventory Sales	$0
Other Revenue	$1,844,078	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,259,608	2.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,680,776	2.9%

Assets/Debt
Total Assets	$1,417,204,684
Total Liabilities	$1,346,420,871
Net Assets	$70,783,813

Compensation

Key Employees and Officers	Compensation	Related	Other
William R O'toole (President And Chief Executive Officer)	$411,615	$0	$65,729
Jeffrey B Tilley (Secretary And Chief Financial Officer)	$225,614	$0	$24,680
Rogelio Cabral (Vice President Sales)	$215,931	$0	$25,359
Jeffrey R Piotrowski (Senior Vp It & Insurance Services)	$199,916	$0	$28,235
Kristin O'connell (Regional Sales Manager)	$165,043	$0	$29,841
John Callen (Chief Investment Officer)	$157,843	$0	$23,161
John T Borgen (Senior Vice President Membership)	$157,216	$0	$26,931
Elizabeth E Gabrys (Vice President & Chief Actuary)	$139,419	$0	$7,824
Daniel Lloyd (Regional Sales Manager)	$138,998	$0	$7,787
Frederick W Muenkel (Vice President Insurance Services)	$138,617	$0	$21,769
Kerry E Riemer (Controller)	$135,390	$0	$26,105
Kristen L Mueller (Vice President Human Resources)	$125,752	$0	$13,788
Linda Hanson (Financial Actuary)	$114,115	$0	$6,271
Joseph E Gadbois (Vice President Fraternal Outreach)	$112,466	$0	$20,375
Brian Brugger (Associate Actuary)	$109,099	$0	$19,738
Ida Martinez (Director Of Business Development)	$108,047	$0	$25,061
John C Mack (Board Member)	$28,700	$0	$0
Allan G Lorge (Board Member)	$23,000	$0	$0
Patrick J Murphy (Board Member)	$20,000	$0	$0
Dennis N Kabat (Board Member)	$17,100	$0	$0
John F Kenawell (Board Member)	$17,100	$0	$0
Michael Stivoric (Board Member)	$17,100	$0	$0
Susan Obermiller (Board Member)	$16,850	$0	$0
Kristine Rappe (Board Member)	$16,850	$0	$0
David C Singer (Board Member)	$16,675	$0	$0
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990

Filed on Oct. 17, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$127,490,089

Expenses

$117,845,267

Net Income

$9,644,822

Net Assets

$57,602,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,440	0.0%
Program Services	$61,686,561	48.4%
Investment Income	$63,609,756	49.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$563,356	0.4%
Net Fundraising	$0
Sales of Assets	-$283,409
Net Inventory Sales	$0
Other Revenue	$1,910,385	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,640,035	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,999,062	3.4%

Assets/Debt
Total Assets	$1,378,099,759
Total Liabilities	$1,320,497,146
Net Assets	$57,602,613

Compensation

Key Employees and Officers	Compensation	Related	Other
William R O'toole (President And Chief Executive Officer)	$343,339	$0	$63,942
Kristin O'connell (Regional Sales Manager)	$225,924	$0	$22,728
Jeffrey B Tilley (Secretary And Chief Financial Officer)	$174,456	$0	$22,178
Rogelio Cabral (Vice President Sales)	$142,577	$0	$24,759
Frederick W Muenkel (Vice President Insurance Services)	$139,736	$0	$20,656
Michael Soczka (Regional Sales Manager)	$135,974	$0	$6,364
John T Borgen (Senior Vice President Membership)	$133,683	$0	$24,759
Kerry E Riemer (Controller)	$113,648	$0	$23,435
John Callen (Chief Investment Officer)	$109,048	$0	$24,210
Elizabeth E Gabrys (Vice President & Chief Actuary)	$107,203	$0	$5,343
Joseph E Gadbois (Vice President Fraternal Outreach)	$97,290	$0	$18,177
Scott G Brost (Director Information Systems)	$97,275	$0	$23,160
Les Driscoll (Programmer Analyst Database Administrator)	$78,656	$0	$17,962
Philip Lamphear (Programmer Analyst Lan Administrator)	$77,526	$0	$22,875
Kristen L Mueller (Vice President Human Resources)	$70,024	$0	$8,001
Robert N Dippold (Board Member)	$26,725	$0	$0
Jeffrey R Piotrowski (Senior Vp It & Insurance Services)	$23,940	$0	$4,212
John C Mack (Board Member)	$19,050	$0	$0
Patrick J Murphy (Board Member)	$18,625	$0	$0
Thomas W Van Himbergen (Board Member)	$18,625	$0	$0
John F Kenawell (Board Member)	$17,525	$0	$0
Carla C Breunig (Board Member)	$17,375	$0	$0
Dennis N Kabat (Board Member)	$17,100	$0	$0
Arthur W Wigchers (Board Member)	$16,925	$0	$0
David C Singer (Board Member)	$16,675	$0	$0
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990

Filed on Aug. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$129,044,544

Expenses

$118,286,105

Net Income

$10,758,439

Net Assets

$45,993,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,970	0.0%
Program Services	$63,593,231	49.3%
Investment Income	$62,869,705	48.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$447,923	0.3%
Net Fundraising	$0
Sales of Assets	$216,309	0.2%
Net Inventory Sales	$0
Other Revenue	$1,913,406	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,623,357	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,773,584	3.2%

Assets/Debt
Total Assets	$1,350,071,147
Total Liabilities	$1,304,077,496
Net Assets	$45,993,651

Compensation

Key Employees and Officers	Compensation	Related	Other
William O'toole (President And Chief Executive Officer)	$311,303	$0	$54,137
Kristin O'connell (Regional Sales Manager)	$185,134	$0	$26,090
Jeffrey Tilley (Secretary And Chief Financial Officer)	$160,029	$0	$22,844
Ismael Cardenas (Regional Sales Manager)	$148,337	$0	$6,505
Michael Soczka (Regional Sales Manager)	$142,234	$0	$6,654
Frederick Muenkel (Vice President Insurance Services)	$136,690	$0	$20,169
John Borgen (Senior Vice President Membership)	$130,162	$0	$23,067
Rogelio Cabral (Vice President Sales)	$119,607	$0	$23,300
John Callen (Chief Investment Officer)	$118,750	$0	$23,470
Allan G Lorge (Secretary, Treasurer, Executive Vice President)	$114,712	$0	$18,580
Donald Delo (Director Information Systems Development)	$106,621	$0	$12,201
Kerry Riemer (Controller)	$106,550	$0	$23,784
Elizabeth Emory Gabrys (Vice President & Chief Actuary)	$105,277	$0	$5,095
Jim Schaefer (Regional Sales Manager)	$99,500	$0	$17,413
Joseph Gadbois (Vice President Fraternal Outreach)	$95,030	$0	$18,506
Lee Berg (Vice President Marketing)	$34,988	$0	$7,588
Robert N Dippold (Board Member)	$23,025	$0	$0
Patrick J Murphy (Board Member)	$17,800	$0	$0
Arthur W Wigchers (Board Member)	$16,950	$0	$0
John F Kenawell (Board Member)	$16,525	$0	$0
John Mack (Board Member)	$15,675	$0	$0
Carla Breunig (Board Member)	$15,500	$0	$0
Thomas W Van Himbergen (Board Member)	$15,500	$0	$0
Dennis Kabat (Board Member)	$15,250	$0	$0
Michael Stivoric (Board Member)	$15,250	$0	$0
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990

Filed on Aug. 7, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$129,344,076

Expenses

$122,156,498

Net Income

$7,187,578

Net Assets

$43,152,224

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,330	0.0%
Program Services	$65,578,156	50.7%
Investment Income	$62,447,481	48.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$506,892	0.4%
Net Fundraising	$0
Sales of Assets	-$1,136,267
Net Inventory Sales	$0
Other Revenue	$1,943,484	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,818,309	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,789,398	3.1%

Assets/Debt
Total Assets	$1,320,445,745
Total Liabilities	$1,277,293,521
Net Assets	$43,152,224

Compensation

Key Employees and Officers	Compensation	Related	Other
William R O'toole (President & Chief Executive Officer)	$311,377	$0	$56,100
Allan G Lorge (Secretay/Treasury, Executive Vice President)	$218,743	$0	$20,049
James Schaefer (Regional Sales Manager)	$158,907	$0	$17,848
Michael G Soczka (Regional Sales Manager)	$151,471	$0	$5,001
Jeffrey B Tilley (Vice President & Chief Financial Officer)	$148,630	$0	$21,933
Frederick W Muenkel (Vice President Insurance Services)	$144,499	$0	$17,684
Ismael Cardenas (Regional Sales Manager)	$142,672	$0	$4,756
John T Borgen (Senior Vp Membership)	$123,608	$0	$21,463
Rogelio Cabral (Vice President Sales)	$121,119	$0	$21,030
Donald D Delo (Director I.S. Applications Development)	$116,807	$0	$10,587
John Callen (Investment Officer)	$114,226	$0	$21,218
Elizabeth Emory Gabrys (Vice President Chief Actuary)	$114,216	$0	$3,951
Paul Hill (Regional Sales Manager)	$112,775	$0	$21,054
Kerry Riemer (Controller)	$106,420	$0	$20,011
Lee F Berg (Vice President Marketing)	$100,840	$0	$20,388
Joseph E Gadbois (Vice President Fraternal Outreach)	$94,474	$0	$16,027
Thomas W Van Himbergen (Board Member)	$25,400	$0	$0
Patrick J Murphy (Board Member)	$19,050	$0	$0
Arthur W Wigchers (Board Member)	$17,350	$0	$0
John F Kenawell (Board Member)	$16,925	$0	$0
Robert N Dippold (Board Member)	$16,725	$0	$0
William Dreyer (Board Member)	$16,300	$0	$0
John Mack (Board Member)	$16,300	$0	$0
Carla Breunig (Board Member)	$16,125	$0	$0
Michael Stivoric (Board Member)	$15,450	$0	$0
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990

Filed on Aug. 5, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$143,126,927

Expenses

$140,363,751

Net Income

$2,763,176

Net Assets

$30,819,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$5,210	0.0%
Program Services	$82,734,288	57.8%
Investment Income	$62,826,069	43.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$569,714	0.4%
Net Fundraising	$0
Sales of Assets	-$4,881,213
Net Inventory Sales	$0
Other Revenue	$1,872,859	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,280,489	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,203,315	2.3%

Assets/Debt
Total Assets	$1,288,204,173
Total Liabilities	$1,257,384,449
Net Assets	$30,819,724

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$153,256,924

Expenses

$151,149,075

Net Income

$2,107,849

Net Assets

$27,950,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$5,900	0.0%
Program Services	$96,336,162	62.9%
Investment Income	$63,856,026	41.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$847,156	0.6%
Net Fundraising	$0
Sales of Assets	-$9,607,614
Net Inventory Sales	$0
Other Revenue	$1,819,294	1.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,637,420	4.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1	0.0%

Assets/Debt
Total Assets	$1,242,691,239
Total Liabilities	$1,214,740,621
Net Assets	$27,950,618

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated April 24, 2024

Catholic Financial Life

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $128M (2022)

Expenses $119M (2022)

Total Assets $1.69B (2022)

Total Liabilities $1.55B (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

Revenue

$128M (2022)

Expenses

$119M (2022)

Total Assets

$1.69B (2022)

Total Liabilities

$1.55B (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004