Catholic United Financial

ARDEN HILLS, MN EIN: 41-0182070 Website

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$951.8M

-4.8% YoY

Revenue

$67.6M

-8.1% YoY

Net Investment Income

$26.3M

-31.8% YoY

Expenses

$78.5M

+6.8% YoY

About Catholic United Financial

Based on IRS filings

Catholic United Financial is a nonprofit organization, 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. Net investment income was $26.3M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Minnesota $143K (96%)

North Dakota $6K (4%)

States

Minnesota North Dakota

Cities

BismarckBuffaloMinneapolisPerham

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$951,784,215	$999,429,811	$1,055,250,995
Revenue	$67,560,323	$73,502,168	$71,850,379
Expenses	$78,534,026	$73,545,830	$78,547,910
Qualifying Distributions	—	—	—
Net Investment Income	$26,345,979	$38,618,445	$38,454,180
Distributable Amount	—	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

7 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Michael Ahles	President/Chairman	37.5	$428,603
Paul Zastrow	Sr. VP, Secretary/Treasurer	37.5	$365,914
John Tetzloff	Director of Sales	37.5	$230,641
Gregory Gall	Central Regional Director	37.5	$202,901
John Kolodziejczyk	Directorof Information Systems	37.5	$170,293
Gary Maki	Director of Human Resources	37.5	$162,034
Butch Byers	Southwest Regional Director	37.5	$183,952
Jack Kerbeshian	Director of Product	37.5	$179,979
Renee Brod	Board Member	3	$18,750
James Wensel	Board Member	3	$17,250
Martin Seifert	Board Member	3	$17,250
Jean Hart	Board Member	3	$17,250
Jason A Adkins	Board Member	3	$17,250
James Gibbons	Board Member	3	$17,250
William Lucas	Board Member	3	$17,250