2025-10-28T11:25:21-07:00 2024-12-31 990 2024-01-01 360879870 CATHOLIC ORDER OF FORESTERS CATH 8005520145 355 Shuman Blvd Naperville IL 60566 John Hillebrand Senior Vice President Finance 6309833378 2025-10-28 1 2024 2025-03-06 01:10:19Z John Hillebrand 355 Shuman Blvd Naperville IL 60566 105771852 0 X www.catholicforester.org X 1883 IL A CENTURY OLD CATHOLIC FRATERNAL SOCIETY DEDICATED TO PROVIDING OUR MEMBERS WITH FINANCIAL SECURITY AND OPPORTUNITIES FOR SPIRITUAL, SOCIAL AND CHARITBALE GROWTH 15 15 90 1000 106271 106271 0 0 111392994 49457249 56875290 56110047 185843 204556 168454127 105771852 349498 348534 142707118 81671358 11068226 11954071 0 0 0 13032733 11470328 167157575 105444291 1296552 327561 1246730858 1212528934 1181647091 1152315256 65083767 60213678 A CENTURY OLD CATHOLIC FRATERNAL SOCIETY DEDICATED TO PROVIDING OUR MEMBERS WITH FINANCIAL SECURITY AND OPPORTUNITIES FOR SPIRITUAL, SOCIAL AND CHARITBALE GROWTH. 0 0 102113614 348534 105771853 TO PROVIDE COMPETITIVE INSURANCE AND RETIREMENT PRODUCTS TO OUR MEMEMBERS AS A FRATERNAL LIFE INSURANCE COMPANY 2982142 348534 0 FRATERNAL ACTIVITIES FOR MEMBERS INCLUDING FEEDING GODS CHILDREN ETC. 0 0 0 105095756 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 16432 0 1 90 1 1 1 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 CA IL X John Hillebrand 8005520145 355 Shuman Blvd Naperville IL 60566 Greg Temple President 40 X 746704 0 0 Mark Walsworth EVP - Chief Marketing Officer 40 X 711692 0 0 Christopher Nowotarski General Counsel/Corporate Secretary 40 X 499809 0 0 Joni Kazmierczak VP 40 X 294052 0 0 Tim Powers Director 40 X 264291 0 0 John Hillebrand SVP 40 X 255834 0 0 Michael Deering VP 40 X 246315 0 0 Lawrence Mills VP 40 X 206044 0 0 Matt Korienek Director of Business Development 40 X 201605 0 0 Nelson Lund Chief Actuary 40 X 196289 0 0 Holly Nauman Director 40 X 193708 0 0 Matt Taylor Senior Field Manager 40 X 181068 0 0 Angela Jordan Chief Underwriter 40 X 178142 0 0 Rodney Oligmueller Chairman of the Board/Trustee 20 X 176500 0 0 Wayne Shoger Facilities Engineer 40 X 154732 0 0 Judy James VP 40 X 145148 0 0 Jerome Sweeney Manager 40 X 135865 0 0 Thomas Hummel Financial Reporting Manager 40 X 133569 0 0 Ronald Freund Vice High Chief Ranger/Trustee 20 X 60000 0 0 Betty K Fiegen Trustee 10 X 36500 0 0 John Krebs Trustee 10 X 26780 0 0 Julie Bries Trustee 10 X 26530 0 0 Dan Buksa Trustee 10 X 26530 0 0 Mark L Connaughton Trustee 10 X 26530 0 0 Erin Donnay Trustee 10 X 26530 0 0 Eugene Even Trustee 10 X 26530 0 0 William Martin Trustee 10 X 26530 0 0 Sharon Mack Trustee 10 X 26530 0 0 Elizabeth McFarlane Trustee 10 X 26530 0 0 Susan Pereira Trustee 10 X 26530 0 0 Kelly Pinchert Trustee 10 X 26530 0 0 Michael Schuster Trustee 10 X 26530 0 0 5336477 0 0 22 0 1 0 0 0 Insurance Premiums 524113 49457249 49457249 0 0 0 0 0 0 49457249 56110047 56110047 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Management Fees 900099 106271 0 106271 0 Misc Income 900099 98285 98285 0 0 0 0 0 0 204556 105771852 105665581 106271 0 80110 268424 0 81671358 5336480 0 4227874 0 1795620 594097 0 77825 72975 0 0 0 47537 300804 540833 1593149 0 819109 502535 0 225347 0 0 701270 272451 Commissions 3111480 Real Estate 554541 Investment expenses 704142 1946330 105444291 0 0 0 19082410 25931077 0 0 0 0 3286763 126493 0 0 0 0 151100633 169536632 0 0 21637721 15064212 3338747 6573509 1030946393 975746330 21709294 18320667 8937855 8630423 0 0 8328763 7663803 1246730858 1212528934 9961934 7145991 0 0 2765832 480838 0 0 0 0 0 0 0 0 0 0 1168919325 1144688427 1181647091 1152315256 X 0 0 0 0 65083767 60213678 65083767 60213678 1246730858 1212528934 X 327561 -4601658 0 0 0 -595992 X 0 1 1 0 1367411 0 1367411 14621892 0 10265760 4356132 0 0 0 0 1098317 0 1033375 64942 4550101 0 3765077 785024 6573509 0 AGG Reserves for Life Certificates and Contracts 1004275261 AGG Reserves for Accident and Health Contracts 41158968 Liability for Deposit Type Contracts 42063468 Contract Claims 4601485 Dividends Payable in Next Year 3918577 Other Contract Liabilities 4094 Interest Maintenance Reserve 18276187 Borrowed Money 750000 Asset Valuation Reserve 22786699 Payable for Securities Lending 5863887 Miscellaneous 989801 1144688427 101074912 0 0 0 0 0 101074912 3136775 1560165 4696940 105771852 102307515 0 0 0 0 0 102307515 3136776 0 3136776 105444291 Schedule D, Part XI, Line 4b Schedule D, Part XI, Line 4b - Realized capital gains 1 Scholarships 242 109575 0 Matching Funds 113 158849 0 Schedule I, Part I, Line 2 On an annual basis a report of audited financials is available for review. Matching funds program our courts and members conduct activities to benefit religious and charitable organizations and communities. X X X X X 0 0 0 Rodney Oligmueller Chairman of the Board/Trustee 161000 0 15500 0 0 0 0 0 0 0 176500 0 0 0 Greg Temple President 621985 0 28416 0 48550 0 47753 0 0 0 746704 0 0 0 Mark Walsworth EVP - Chief Marketing Officer 504132 0 57125 0 31050 0 119384 0 0 0 711691 0 0 0 Christopher Nowotarski General Counsel/Corporate Secretary 411714 0 57045 0 31050 0 0 0 0 0 499809 0 0 0 Form 990, Part VI, Section A, Line 6 Members are individuals who belong to local courts and have met the membership requirements by purchasing one or more insurance and/or annuity products of the Catholic Order of Foresters. Form 990, Part VI, Section A, Line 7a The national convention representing the governing body is held on a quadrennial basis. Members from local courts are elected to serve as the governing body at the national convention. Offices and the board of trustees are elected by the governing body at the national convention. Form 990, Part VI, Section A, Line 7b Delegates from local courts are elected to serve as the governing body at the national convention which occurs on a quadrennial basis. The delegates are the ones that elect the officers and the board of trustees. Form 990, Part VI, Section B, Line 11b Form 990 is prepared the SVP-Finance and reviewed by the Financial Reporting Manager. The form is signed by an officer of the company. Form 990, Part VI, Section B, Line 12c On an annual basis, key employees, officers and board of directors are required to disclose conflicts of interest. Form 990, Part VI, Section B, Line 15 Compensation review & approval process for CEO and other elected officers is reviewed by the compensation committee. The committee reviews salary survey data along with a peer group of fraternal benefit societies to determine the salaries. Form 990, Part VI, Section C, Line 19 Other organization documents publicly available. Form 990 governing documents, conflict of interest policy and financial statements are available on request. Form 990, Part XI, Line 9 Change in Asset Valuation Reserve American Fraternal Insurance 355 Shuman Blvd Naperville IL 60566 611740911 Insurance Broker IL Catholic Order of Foresters S 1 1 COF Real Estate Investments LLC 355 Shuman Blvd Naperville IL 60566 823362751 Holding Company IL Catholic Order of Foresters S 1 1 Foresters Investments 2 LLC 355 Shuman Blvd Naperville IL 60566 854067608 Investments DE Catholic Order of Foresters S 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 COF Real Estate Investments LLC a-i 235200 Interest receivedc on revolving note COF Real Estate Investments LLC d -2835493 Net paydown on revolving note An extension of time was filed and granted by the IRS.