Catholic United Financial
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.
Catholic United Financial at a glance
In short: Catholic United Financial reported $258K in grants paid in 2024 (a total; its filing lists no individual grants). Source: 2024 IRS Form 990.
- Grants paid (2024)
- $257,876 — reported as a total on the IRS filing, without an itemized list
- +1619.2% vs 2023
- Total assets
- $951,784,215
- -4.8% vs 2023
- Revenue (2024)
- $67,560,323
- -8.1% vs 2023
- Net investment income (2024)
- $26,345,979
- -31.8% vs 2023
- Expenses (2024)
- $78,534,026
- +6.8% vs 2023
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Catholic United Financial funds
How this funder distributes its grants
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Catholic United Financial gives
- Giving fell 70% from 2020 to 2023. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $15K (2023) to $258K (2024). In 2024 it reported $258K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Henry's Church Perham, MN | Catholic education | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $951,784,215 | $67,560,323 | $78,534,026 | $257,876 | Total only | $26,345,979 |
| 2023 | $999,429,811 | $73,502,168 | $73,545,830 | $15,000 | 1 | $38,618,445 |
| 2022 | $1,055,250,995 | $71,850,379 | $78,547,910 | $25,000 | 2 | $38,454,180 |
| 2021 | $1,060,682,360 | $64,273,025 | $63,814,163 | $60,000 | 2 | $14,944,488 |
| 2020 | $1,021,424,544 | $64,726,366 | $66,430,133 | $49,601 | 2 | $23,345,674 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Catholic United Financial
Based on IRS filings
Catholic United Financial is a public charity, based in Arden Hills, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $951.8M in total assets. In 2024, it reported $258K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $26.3M.
Leadership & Key People
Officers and directors from IRS filings
Catholic United Financial is led by Michael Ahles, President & Chairman on every filing since 2020; all 15 officers listed in 2024 are compensated.
Officers on the 2024 filing
Michael Ahles
President & Chairman
On filings since 2020
37.5 hrs/week
$372K (2020) → $429K (2024)
John Tetzloff
Director of Sales
Advanced Case Specialist & Trainer → Director of Sales, 2021
On filings since 2020
37.5 hrs/week
$187K (2020) → $231K (2024)
Gregory Gall
Central Regional Director
Regional Sales Manager → Central Regional Director, 2022
On filings since 2021
37.5 hrs/week
$151K (2021) → $203K (2024)
Butch Byers
Southwest Regional Director
On filings since 2022
37.5 hrs/week
$157K (2022) → $184K (2024)
Jack Kerbeshian
Director of Product
Director of Product Management → Director of Product, 2023
On filings since 2022
37.5 hrs/week
$164K (2022) → $180K (2024)
Gary Maki
Director of Human Resources
New on the 2024 filing
37.5 hrs/week
$162K (2024)
James Gibbons
Board Member
On filings since 2020
3 hrs/week
$20K (2020) → $17K (2024)
James Wensel
Board Member
On filings since 2020
3 hrs/week
$20K (2020) → $17K (2024)
Jean Hart
Board Member
On filings since 2020
3 hrs/week
$20K (2020) → $17K (2024)
Martin Seifert
Board Member
On filings since 2020
3 hrs/week
$19K (2020) → $17K (2024)
Paul Zastrow
Senior Vice President, Secretary & Treasurer
Vice President, Secretary & Treasurer → Senior Vice President, Secretary & Treasurer, 2021
On filings since 2020
37.5 hrs/week
$137K (2020) → $366K (2024)
Renee Brod
Board Member
On filings since 2020
3 hrs/week
$19K (2020) → $19K (2024)
William Lucas
Board Member
On filings since 2020
3 hrs/week
$20K (2020) → $17K (2024)
John Kolodziejczyk
Directorof Information Systems
Director of Information Systems → Directorof Information Systems, 2023
On filings since 2021
37.5 hrs/week
$153K (2021) → $170K (2024)
Jason A Adkins
Board Member
New on the 2024 filing
3 hrs/week
$17K (2024)
Former officers (8)
- Former: Robert F Krattenmaker (2020–2023) — Board Member
- Former: Dean Demarais (2021–2022) — Member Advisor Team Lead
- Former: Patrick Brown (2020–2021) — Regional Sales Manager
- Former: Jackie Ottoson (2021) — Director of Human Resources
- Former: Angela Forsman (2020) — Director of Finance
- Former: Deborah Gephart (2020) — Director of Human Resources
- Former: Harald Borrmann (2020) — President & Chairman
- Former: Tom Schisler (2020) — Director of Sales
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $429K, to Michael Ahles (President/Chairman). 15 officers or directors reported compensation on that filing.
Frequently asked questions about Catholic United Financial
How much does Catholic United Financial give each year?
Catholic United Financial reported $258K in grants paid in 2024 on its 2024 IRS Form 990, as a total without an itemized list of grants. In 2023 it gave $15K across 1 grant.
How large is Catholic United Financial?
Catholic United Financial reported $951.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $67.6M.
Where does Catholic United Financial operate?
Catholic United Financial has awarded grants in Minnesota, North Dakota.
What is Catholic United Financial's EIN?
Catholic United Financial's EIN (Employer Identification Number) is 41-0182070. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS September 7, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 22, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 9, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS September 24, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Catholic United Financial's focus areas in our free grants database
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