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Organizations Catholic United Financial

Catholic United Financial

Fiscal year ending 2020. Filed on September 7, 2021.

3499 Lexington Ave N
Suite 530
Arden Hills, Minnesota 55126

Catholic United Financial (EIN: 41-0182070) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2020 IRS Form 990 filing, Catholic United Financial, a 501(c)(8) fraternal beneficiary society, reported compensation for 8 out of 112 total employees. Among the employees shown here, the average compensation is $226,304. The highest compensated employee at Catholic United Financial is Michael Ahles with fiscal year 2020 compensation of $410,345.

Revenue, expenses, and employee compensation

Revenue

$64,726,366

Expenses

$66,430,133

Employee compensation

$7,787,006
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Michael Ahles
Chair and President
$410,345
$372,252 No related comp$38,093
Patrick Brown
Regional Sales Manager
$250,231
$191,015 No related comp$59,216
Harald Borrmann
Chair and President
$226,779
$180,533 No related comp$46,246
John Tetzloff
Advanced Case Specialist/Trainer
$225,518
$186,855 No related comp$38,663
Tom Schisler
Sales Director
$204,557
$165,530 No related comp$39,027
Deborah Gephart
Human Resources Director
$185,559
$157,488 No related comp$28,071
Angela Forsman
Finance Director
$157,567
$154,361 No related comp$3,206
Paul Zastrow
Vice President and Treasurer and Secretary
$149,872
$137,332 No related comp$12,540

Benchmark Employee Compensation

Non-Employee Board Members

Robert F Krattenmaker
Board Member
$22,650
$22,650 No related compNo other comp
James Wensel
Board Member
$20,250
$20,250 No related compNo other comp
Jean Hart
Board Member
$19,650
$19,650 No related compNo other comp
William Lucas
Board Member
$19,650
$19,650 No related compNo other comp
James Gibbons
Board Member
$19,650
$19,650 No related compNo other comp
Renee Brod
Board Member
$18,850
$18,850 No related compNo other comp
Martin Seifert
Board Member
$18,850
$18,850 No related compNo other comp

Contractors

Securian Asset Management
Investment Advisory
$385,349
Miller Newberg
Actuarial and Consulting
$309,271
Lenore Beilke
Consulting
$269,250
Kelly Bretz LLC
Enterprise Risk Management Consulting
$268,605
Wellington Management Company LLP
Investment Advisory
$246,134

Mission Statement

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.

Revisions to this organization profile

September 24, 2025:
2024 Catholic United Financial 990 filed
October 10, 2024:
2023 Catholic United Financial 990 filed
August 22, 2023:
2022 Catholic United Financial 990 filed

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Other organizations also named Catholic United Financial

Catholic United Financial Foundation
ST Paul, Minnesota
Catholic United Financial Credit Union
Saint Paul, Minnesota