Public Charity

CATHOLIC UNITED FINANCIAL

CATHOLIC UNITED FINANCIAL is a private foundation categorized as Public Charity based in Arden Hills, MN. Its most recent IRS filing (2024) reports revenue of $67.6M, expenses of $78.5M, total assets of $951.8M. Imperigo tracks 10 reported grants from this foundation totaling approximately $193K.

EIN: 410182070 Arden Hills, MN Latest filing: 2024
Total Revenue$67.6M
Total Expenses$78.5M
Total Assets$951.8M
Grants Given10
Grant Total$193K
Filing Years2019–2024

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.

Where $100 goes at Catholic United Financial

How Catholic United Financial divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$81 Programs the work itself
$19 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $81 for programs

$80
Benefits totaling $54,621,648 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…
99% of program spending
$1
In 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 $371,724 were…
1% of program spending · Reported in the filing: 150 schools
<$1
In accordance with our mission to promote fraternalism and charity among our members through a local council system and representative governance, $366,855 was provided to our Councils and…
0% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Given

St Henry's Church
Perham, MN · 2023
Catholic education
$15,000
St Henry's Church
Perham, MN · 2022
Catholic education
$15,000
Buffalo, MN · 2022
Catholic education
$10,000
Minneapolis, MN · 2020
Catholic Education
$43,351
Light of Christ Catholic Schools
Bismarck, ND · 2020
Catholic School Building Remodel.
$6,250

Showing up to 5 of 10 total records — full history available with membership.

Officers & Directors

Southwest Regional Director Butch Byers
Director of Human Resources Gary Maki
Central Regional Director Gregory Gall
Director of Product Jack Kerbeshian
Board Member James Gibbons
Board Member James Wensel

Officer compensation and complete director data available with membership.

Top Grant Purposes

Education
$174,601 7 grants
Unspecified
$18,750 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $67.6M $78.5M $951.8M
2023 $73.5M $73.5M $999.4M
2022 $71.9M $78.5M $1.1B
2020 $64.7M $66.4M $1.0B
2019 $75.0M $75.6M $1.0B

Between 2019 and 2024, reported annual revenue declined from $75.0M to $67.6M (-10%), with total assets most recently reported at $951.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MN, ND.

MNND

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for CATHOLIC UNITED FINANCIAL

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