WESTERN CATHOLIC UNION (EIN 370580740) - Form 990 Financial Analysis & Trantor Score

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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

1877

Legal Domicile

Principal Officer

SHERRI SCHAEFER

Phone

2172239721

Tax Period

2023-01-01 to 2023-12-31

WESTERN CATHOLIC UNION, founded in 1877, is a mid-sized nonprofit that reported $48.8M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

FRATERNAL BENEFIT SOCIETY OFFERING LIFE INSURANCE AND ANNUITY PLANS TO ITS MEMBERS.

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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 $40,768,963

Investment Income $7,554,283

Other Revenue $490,986

TOTAL REVENUE $48,814,232

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $828,506

Fundraising Expenses $0

Other Expenses $-64,869

TOTAL EXPENSES $48,028,581

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,814,232	$34,773,386	+0.4%
Expenses	$48,028,581	$33,237,131	+0.4%
Net Income	$785,651	$1,536,255	-0.5%

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

25367

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

$182,229

Total Directors

$157,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRI SCHAEFER	CHAIRWOMAN, INTERIM PRESIDENT	30.00	Officer Director	$70,800	$0	$70,800
AUGUST BOESSEN	TRUSTEE	1.00	Director	$9,600	$0	$9,600
DAVID HUTT	TRUSTEE	1.00	Director	$9,600	$0	$9,600
JAMES OBERT	TRUSTEE	1.00	Director	$9,600	$0	$9,600
PHILIP HILDEBRAND JR	TRUSTEE	1.00	Director	$9,600	$0	$9,600
MICHAEL BICKHAUS	TRUSTEE	1.00	Director	$9,600	$0	$9,600
LINDA MOORE	TRUSTEE	1.00	Director	$9,600	$0	$9,600
JOHN PRANGL	TRUSTEE	1.00	Director	$9,600	$0	$9,600
ROBERT MOORE	TRUSTEE	1.00	Director	$9,600	$0	$9,600
BLAKE DOANE	TRUSTEE	1.00	Director	$9,600	$0	$9,600
MATTHEW BAINBRIDGE	SECRETARY	40.00	Officer	$93,785	$17,644	$111,429
RYAN HULETT	REGIONAL SALES MANAGER	40.00	Highest	$111,780	$6,615	$118,395

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$48,814,232	$48,028,581	$183,108,342	$785,651
2022	$34,773,386	$33,237,131	$186,673,841	$1,536,255
2021	$14,717,772	$15,829,227	$196,139,579	$-1,111,455
2020	$29,558,364	$25,741,762	$212,291,969	$3,816,602
2019	$62,625,218	$66,409,683	$220,366,184	$-3,784,465
2018	$41,390,762	$40,917,480	$189,343,893	$473,282

WESTERN CATHOLIC UNION