CATHOLIC ORDER OF FORESTERS

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1883

Legal Domicile

Principal Officer

John Hillebrand

Phone

8005520145

Tax Period

2023-01-01 to 2023-12-31

CATHOLIC ORDER OF FORESTERS, founded in 1883, is a major nonprofit that reported $168.5M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

A CENTURY OLD CATHOLIC FRATERNAL SOCIETY DEDICATED TO PROVIDING OUR MEMBERS WITH FINANCIAL SECURITY AND OPPORTUNITIES FOR SPIRITUAL, SOCIAL AND CHARITBALE GROWTH.

Program Service Accomplishments

Program 1

Expenses: $163,671,610 Revenue: $168,460,485

TO PROVIDE COMPETITIVE INSURANCE AND RETIREMENT PRODUCTS TO OUR MEMEMBERS AS A FRATERNAL LIFE INSURANCE COMPANY

Program 2

Expenses: $3,100,240 Revenue: $0

FRATERNAL ACTIVITIES FOR MEMBERS INCLUDING FEEDING GODS CHILDREN ETC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $111,392,994

Investment Income $56,875,290

Other Revenue $185,843

TOTAL REVENUE $168,454,127

Expense Breakdown

Grants Paid $349,498

Salaries & Benefits $11,068,226

Fundraising Expenses $0

Program Expenses $166,771,850

Other Expenses $13,032,733

TOTAL EXPENSES $167,157,575

Year-over-Year Comparison

	2023	2022	Change
Revenue	$168,454,127	$132,222,212	+0.3%
Expenses	$167,157,575	$131,270,235	+0.3%
Net Income	$1,296,552	$951,977	+0.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

1000

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,561,126

Total Directors

$459,370

Key Employees

$1,799,575

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Greg Temple	President	40	Officer	$836,825	$0	$836,825
Mark Walsworth	EVP - Chief Marketing Officer	40	Officer	$824,191	$0	$824,191
Christopher Nowotarski	General Counsel/Corporate Secretary	40	Officer	$664,944	$0	$664,944
Joni Kazmierczak	VP	40	Key Emp	$257,038	$0	$257,038
John Hillebrand	SVP	40	Officer	$235,166	$0	$235,166
Geno Turek	VP	40	Key Emp	$226,139	$0	$226,139
Michael Deering	VP	40	Key Emp	$225,017	$0	$225,017
Tim Powers	Director	40	Key Emp	$218,426	$0	$218,426
Lawrence Mills	VP	40	Key Emp	$185,698	$0	$185,698
Holly Nauman	Director	40	Key Emp	$176,395	$0	$176,395
Nelson Lund	Chief Actuary	40	Key Emp	$176,013	$0	$176,013
Matt Korienek	Senior Product Actuary	40	Key Emp	$169,233	$0	$169,233
Angela Jordan	Chief Underwriter	40	Key Emp	$165,616	$0	$165,616
Matt Taylor	Senior Field Manager	40	Highest	$165,591	$0	$165,591
Wayne Shoger	Facilities Engineer	40	Highest	$141,875	$0	$141,875
Jerome Sweeney	Manager	40	Highest	$130,609	$0	$130,609
David Huber	Chairman of the Board/Trustee	40		$101,150	$0	$101,150
Rodney Oligmueller	Chairman of the Board/TrusteeT	20	Director	$100,729	$0	$100,729
Betty K Fiegen	Trustee	10	Director	$31,000	$0	$31,000
Ronald Freund	Trustee	10	Director	$30,693	$0	$30,693
Julie Bries	Trustee	10	Director	$26,010	$0	$26,010
Dan Buksa	Trustee	10	Director	$26,010	$0	$26,010
Mark L Connaughton	Trustee	10	Director	$26,010	$0	$26,010
Erin Donnay	Trustee	10	Director	$26,010	$0	$26,010
Eugene Even	Trustee	10	Director	$26,010	$0	$26,010
John Krebs	Trustee	10	Director	$26,010	$0	$26,010
Sharon Mack	Trustee	10	Director	$26,010	$0	$26,010
Elizabeth McFarlane	Trustee	10	Director	$26,010	$0	$26,010
Susan Pereira	Trustee	10	Director	$26,010	$0	$26,010
Kelly Pinchert	Trustee	10	Director	$26,010	$0	$26,010
Michael Schuster	Trustee	20	Director	$26,010	$0	$26,010
William Martin	Trustee	10	Director	$10,838	$0	$10,838

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$168,454,127	$167,157,575	$1,246,730,858	$1,296,552
2022	$132,222,212	$131,270,235	$1,275,261,661	$951,977
2021	$114,599,440	$116,214,255	$1,291,586,056	$-1,614,815
2020	$113,774,641	$114,600,946	$1,247,387,535	$-826,305
2019	$153,310,397	$154,083,015	$1,212,062,638	$-772,618
2018	$114,003,007	$120,320,900	$1,202,047,572	$-6,317,893