Nonprofit · EIN 41-1893463
CATHOLIC UNITED FINANCIAL FOUNDATION
Tax-exempt · ST PAUL, MN 55126
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,002,338 | $7,590,788 | -$588,450 | $41,789,670 | $188,329 | $41,601,341 |
| December 31, 2023 | 990 | $9,073,701 | $10,686,636 | -$1,612,935 | $42,059,307 | $220,244 | $41,839,063 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,557,317
- Program service revenue
- $0
- Investment income
- $1,458,868
- Net gain from sales of assets
- $644,771
- Net income from fundraising events
- -$13,847
- Other revenue
- -$13,847
Expenses
- Grants and similar amounts paid
- $7,215,936
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $21,450
- Travel
- $3,562
- Program services (functional)
- $7,524,054
- Management and general (functional)
- $47,929
- Fundraising (functional)
- $18,805
Balance sheet and other
- Total assets, start of year
- $42,059,307
- Total assets, end of year
- $41,789,670
- Total liabilities, end of year
- $188,329
- Net assets, end of year
- $41,601,341
- Publicly traded securities
- $9,273,690
- Net assets without donor restrictions
- $2,291,041
- Net assets with donor restrictions
- $39,310,300
- Gross receipts
- $7,018,053
- Employees
- 0
- Volunteers
- 57
- Year formed
- 1997
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT HEUERMANN | EXECUTIVE DIRECTOR Officer | 37.5 | $0 | $115,392 | $35,969 |
| MICHAEL AHLES | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FR THOMAS THOMPSON | SPIRITUAL ADVISOR Trustee or director | 1 | $0 | $0 | $0 |
| HARALD BORRMANN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEAN HART | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM LUCAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL MCGOVERN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN STENZEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES WENSEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAUL ZASTROW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK ZEMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT HEUERMANN | EXECUTIVE DIRECTOR Officer | 37.5 | $0 | $113,841 | $34,416 |
| MICHAEL AHLES | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FR THOMAS THOMPSON | SPIRITUAL ADVISOR Trustee or director | 1 | $0 | $0 | $0 |
| HARALD BORRMANN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEAN HART | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM LUCAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL MCGOVERN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN STENZEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES WENSEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAUL ZASTROW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK ZEMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3499 LEXINGTON AVENUE NORTH, ST PAUL, MN 55126-7055
- Principal officer (990 for 2024)
- ROBERT HEUERMANN, 3499 LEXINGTON AVENUE NORTH, ST PAUL, MN 55126
- Signed the 990
- ROBERT HEUERMANN, EXECUTIVE DIRECTOR
- Phone
- (651) 765-4135
- Website
- WWW.CATHOLICUNITED.ORG
- Return prepared by
- OLSEN THIELEN & CO LTD
Mission
THE FOUNDATION, INSPIRED BY THE GOSPEL OF JESUS CHRIST, SERVES THE MEMBERS, EMPLOYEES, AND FRIENDS OF CATHOLIC UNITED FINANCIAL, A NOT-FOR-PROFIT FRATERNAL BENEFIT ASSOCIATION, BY:- BEING ACCOUNTABLE TO OUR DONORS AND FAITHFUL TO OUR CHURCH'S MISSION,- SUPPORTING CATHOLIC SCHOOLS AND PARISHES WITH TECHNOLOGY AND CHASTITY EDUCATION GRANTS,- BRINGING A CATHOLIC PRESENCE TO NATURAL DISASTERS THROUGH FINANCIAL SUPPORT,- SUPPLEMENTING THE COST OF EDUCATING AND TRAINING MEN FOR THE PRIESTHOOD.
Program accomplishments
- IN 2024, THE FOUNDATION GRANT PROGRAM PROVIDED 47 GRANTS TO CATHOLIC SCHOOLS AND PARISHES FOR TECHNOLOGY AND CHASTITY & ABSTINENCE PROGRAMS AMOUNTING TO $28.375. SINCE 2001, MORE THAN $1.25 MILLION HAS BEEN AWARDED IN THROUGH MORE THAN 2,322 GRANTS TO CATHOLIC SCHOOLS, PARISHES, AND RELIGIOUS EDUCATION PROGRAMS. THE FOUNDATION'S SCHULER SEMINARIAN FUND PROVIDED 172 SEMINARIANS WITH $75,800 IN SCHOLARSHIP SUPPORT TO AID IN THEIR CONTINUING EDUCATION TOWARDS BECOMING A PRIEST. SINCE 1998, MORE THAN $1.27 MILLION HAS BEEN AWARDED TO SEMINARIANS PURSUING THEIR CALLING TOWARDS ORDINATION. THE FOUNDATION'S CATHOLIC UNITED DISASTER RESPONSE ASSISTS VICTIMS FROM NATURAL DISASTERS. THE DISASTER RESPONSE PROGRAM HAS PROVIDED EDUCATION AND SUPPORT FOR VARIOUS COMMUNITY MEMBERS AND ORGANIZATIONS SO THAT THEY WILL BE ABLE TO ASSIST THEMSELVES AND OTHERS IN NEED FOLLOWING NATURAL DISASTERS. THE DISASTER RELIEF PROGRAM IS TAKING THE PLACE OF THIS RESPONSE ACTIVITIES WHERE WE WILL CONTINUE PROVIDING FINANCIAL SUPPORT TO ALL PEOPLE IN NEED DUE TO NATURAL DISASTERS REGARDLESS OF RACE, CREED AND/OR RELIGION. THE FOUNDATION ALSO PROVIDES CHARITABLE GIFT ANNUITIES, DONOR ADVISED FUNDS, CHARITABLE DEFERRED ANNUITIES, AND CHARITABLE LIFE INSURANCE TO CATHOLIC UNITED FINANCIAL MEMBERS. THE FOUNDATION MATCHES THE MEMBERS' GIVING AND THEIR FINANCES, INTEGRATING GIVING INTO THEIR OVERALL FINANCIAL STRATEGY WHILE ENSURING THEY CAN ACHIEVE THEIR CHARITABLE GOALS THROUGH SOUND, CONSERVATIVE FISCAL MANAGEMENT. THE FOUNDATION ALSO OFFERS ORGANIZATIONAL ADVISED FUNDS TO ASSIST PARISHES AND CEMETERIES WITH THEIR LONG TERM AND ENDOWMENT MANAGEMENT AND INVESTMENT NEEDS. THE PROGRAM GRANTS AND DISTRIBUTIONS FROM THESE EFFORTS PROVIDED ALMOST $7.35 MILLION IN SUPPORT OF CHARITABLE ORGANIZATIONS, CHURCHES AND SCHOOLS ACROSS THE UPPER MIDWEST IN 2024.Expenses $7,524,054 · grants $7,215,936
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-1893463
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T120)
- Assets (IRS master file)
- $41,789,670
- Income (IRS master file)
- $7,018,053
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,002,338 | $7,590,788 | $41,789,670 | XML |
| 990 | December 2023 | $9,073,701 | $10,686,636 | $42,059,307 | XML |
| 990 | December 2022 | $9,669,959 | $3,744,620 | $42,361,226 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1893463).
Questions about CATHOLIC UNITED FINANCIAL FOUNDATION
- What is the EIN of CATHOLIC UNITED FINANCIAL FOUNDATION?
- The employer identification number (EIN) of CATHOLIC UNITED FINANCIAL FOUNDATION is 41-1893463.
- Is CATHOLIC UNITED FINANCIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to CATHOLIC UNITED FINANCIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CATHOLIC UNITED FINANCIAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CATHOLIC UNITED FINANCIAL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATHOLIC UNITED FINANCIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CATHOLIC UNITED FINANCIAL FOUNDATION?
- The 990 for the year ended December 31, 2024 names ROBERT HEUERMANN.
- Who are the officers and directors of CATHOLIC UNITED FINANCIAL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does CATHOLIC UNITED FINANCIAL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,002,338, expenses of $7,590,788 and total assets of $41,789,670 at year end.
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