MILWAUKEE, WI
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CATHOLIC FINANCIAL LIFE, founded in 1885, is a major nonprofit that reported $161.8M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $151.7M left a modest 6% surplus.
Catholic Financial Life, a faith-based membership organization, puts Catholic values in action by serving God through serving others, providing financial security and enhancing quality of life.
Financial Security: The Society operates to provide its members long term financial security through the offering of individual life insurance and annuity products. Members are served by a network of...
Financial Security: The Society operates to provide its members long term financial security through the offering of individual life insurance and annuity products. Members are served by a network of Financial Advisors that provide financial planning, estate planning and other financial services. Each member has access to their financial products and information through their own Financial Service Advisors and/or Home Office Member Services Representative.
Fraternal Benefits & Community Outreach: The Society exists to benefit its members and community in non-financial ways. This includes faith based education, fraternal social events and community...
Fraternal Benefits & Community Outreach: The Society exists to benefit its members and community in non-financial ways. This includes faith based education, fraternal social events and community outreach. The Society is committed to provide fraternal benefits including child cancer and orphan benefits, will preparation benefit and the coordination and support of community service. In addition to monetary contributions, over 78,500 hours of service were donated to support various Diocesan and community programs and events in 2023 valued at nearly $2.5 million.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $161,829,151 | $127,605,313 | +0.3% |
| Expenses | $151,748,838 | $118,686,636 | +0.3% |
| Net Income | $10,080,313 | $8,918,677 | +0.1% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| John T Borgen | President and Chief Executive Officer | 45 |
Officer
Director
|
$434,536 | $50,795 | $485,331 |
| Kari R Diestelhorst | Chief Financial Officer | 45 |
Officer
|
$265,323 | $47,542 | $312,865 |
| Rogelio Cabral | Vice President Sales | 45 |
Officer
|
$255,877 | $42,243 | $298,120 |
| Joseph K Kohut | Director of Brokerage Operations | 45 |
Highest
|
$242,822 | $43,666 | $286,488 |
| Michael J Attewell | Chief Information Officer | 45 |
Officer
|
$244,174 | $10,230 | $254,404 |
| Michael C Eyrich | SVP Membership | 45 |
Officer
|
$209,353 | $44,241 | $253,594 |
| Sara J Walker | Vice President Investments | 45 |
Officer
|
$201,690 | $25,050 | $226,740 |
| Linda M Hanson | Vice President of Actuarial | 45 |
Officer
|
$214,810 | $10,577 | $225,387 |
| Peter L Duellman | Director of Actuarial and Analytics | 45 |
Highest
|
$206,702 | $12,349 | $219,051 |
| Kristen L Mueller | Secretary and Vice President Human Resources | 45 |
Officer
Director
|
$192,017 | $22,485 | $214,502 |
| Cynthia E Feld | Controller | 45 |
Highest
|
$140,888 | $39,935 | $180,823 |
| Jake G Maliszewski | Director of Financial Planning & Analysis | 45 |
Highest
|
$147,744 | $26,024 | $173,768 |
| Eric J Atkins | IT Operations Team Lead | 45 |
Highest
|
$129,737 | $20,533 | $150,270 |
| William R O'Toole | Director & Former Chief Executive Officer | 3.00 |
Officer
|
$98,000 | $1,000 | $99,000 |
| Allan G Lorge | Director and Board Chair | 4 |
Director
|
$42,500 | $0 | $42,500 |
| Kari L Niedfeldt-Thomas | Director | 3.00 |
Director
|
$26,500 | $0 | $26,500 |
| Jeffrey B Tilley | Director | 3 |
Director
|
$23,000 | $0 | $23,000 |
| Joseph G Kopinski | Director | 3 |
Director
|
$23,000 | $0 | $23,000 |
| Sandra T Dempsey | Director | 3 |
Director
|
$23,000 | $0 | $23,000 |
| Susan M Obermiller | Director | 3 |
Director
|
$23,000 | $0 | $23,000 |
| Coral M Grout | Director | 3 |
Director
|
$22,000 | $0 | $22,000 |
| Lisa A Mick | Director | 3 |
Director
|
$22,000 | $0 | $22,000 |
| Michael A Giffhorn | Director | 3 |
Director
|
$22,000 | $0 | $22,000 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $161,829,151 | $151,748,838 | $1,731,339,776 | $10,080,313 |
| 2022 | $127,605,313 | $118,686,636 | $1,688,153,935 | $8,918,677 |
| 2021 | $138,292,152 | $127,105,719 | $1,696,774,589 | $11,186,433 |
| 2020 | $141,566,619 | $127,613,237 | $1,683,228,815 | $13,953,382 |
| 2019 | $154,766,865 | $146,089,742 | $1,678,942,715 | $8,677,123 |
| 2018 | $156,982,865 | $142,675,339 | $1,653,316,399 | $14,307,526 |
Compare CATHOLIC FINANCIAL LIFE with other nonprofits in Wisconsin and across the country.