This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $162,824,762 | $158,715,741 | $1,149,097 | $1,905,498,742 | $161,517,699 |
| FY2023 | 990 | $161,829,151 | $151,748,838 | $1,168,381 | $1,731,339,776 | $138,363,367 |
| FY2022 | 990 | $127,605,313 | $118,686,636 | $1,086,364 | $1,688,153,935 | $133,771,483 |
| FY2021 | 990 | $138,292,152 | $127,105,719 | $1,289,052 | $1,696,774,589 | $123,985,613 |
| FY2020 | 990 | $141,566,619 | $127,613,237 | $906,181 | $1,683,228,815 | $114,127,622 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 88% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Catholic Financial Life Foundation IncMilwaukee, WI | Primarily supporting Catholic education | $320,625 | 2021 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John T Borgen | President and Chief Executive Officer | 45 | $509,886 |
| Christopher J Martin | Vice President Compliance | 45 | $410,094 |
| Kari R Diestelhorst | Chief Financial Officer | 45 | $287,809 |
| Michael C Eyrich | Vice President Distribution |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| CATHOLIC FINANCIAL LIFE FOUNDATION INCMilwaukee, WI |
| Scholarships and educational initiatives |
| $277,817 |
| 2024 |
| Catholic Financial Life Foundation IncMilwaukee, WI | Primarily supporting Catholic education | $219,000 | 2023 |
| Catholic Financial Life Foundation IncMilwaukee, WI | Catholic education and community outreach | $215,000 | 2022 |
| Federation of Croatian SocietiesMilwaukee, WI | Civic Sponsorship | $50,500 | 2021 |
| United Community Center IncMilwaukee, WI | Sponsorship for initiatives | $45,500 | 2020 |
| Cristo Rey Jesuit High SchoolMilwaukee, WI | High School Scholarships | $43,500 | 2021 |
| St Joan Antida High SchoolMilwaukee, WI | Support Catholic education | $36,528 | 2021 |
| Archdiocese of MilwaukeeMilwaukee, WI | Catholic education | $35,000 | 2022 |
| Dominican High SchoolWhitefish Bay, WI | Support Catholic education | $30,000 | 2020 |
| Society of St Vincent de PaulMaryland Heights, MO | National partner | $28,707 | 2020 |
| Cristo Rey Jesuit High SchoolMilwaukee, WI | High School Scholarships | $27,500 | 2023 |
| Cristo Rey Jesuit High SchoolMilwaukee, WI | High School Scholarships | $25,525 | 2022 |
| Milwaukee Catholic HomeMilwaukee, WI | Civic Sponsorship (Assisted Living) | $25,000 | 2021 |
| Society of St Vincent de Paul IncMaryland Heights, MO | Civic Sponsorship | $20,000 | 2021 |
| ST FRANCIS DE SALES SEMINARYSt Francis, WI | Support Catholic education | $20,000 | 2024 |
| St Gabriel Catholic Parish SchoolHubertus, WI | Sponsorship | $19,225 | 2022 |
| Special Olympics WisconsinMadison, WI | Sponsorship | $17,500 | 2022 |
| St Francis of Assisi ParishMilwaukee, WI | Church Renovation | $17,200 | 2021 |
| St Vincent de PaulMilwaukee, WI | Sponsorship | $15,300 | 2023 |
| Holyland Food Pantry IncMalone, WI | Civic Sponsorship | $15,000 | 2021 |
| St Joan Antida High SchoolMilwaukee, WI | Support Catholic education | $15,000 | 2020 |
| St Joseph Catholic AcademyKenosha, WI | Support Catholic education | $15,000 | 2020 |
| Mount Mary UniversityMilwaukee, WI | Sponsorship | $15,000 | 2020 |
| United Community Center IncMilwaukee, WI | Sponsorship | $13,000 | 2022 |
| 45 |
| $263,559 |
| Joseph K Kohut | Director of Brokerage Operations | 45 | $229,920 |
| Michael J Attewell | Chief Information Officer | 45 | $260,874 |
| Rogelio Cabral | Vice President Sales | 45 | $215,135 |
| Linda M Hanson | Vice President Actuary | 45 | $240,685 |
| Janet J Carmody | Director of Information Systems | 45 | $229,393 |
| Sara J Walker | Vice President Investments | 45 | $220,910 |
| Amy L Bellows | Vice President Transformation | 45 | $193,599 |
| Kristen L Mueller | Secretary and Vice President Human Resources | 45 | $210,180 |
| Peter L Duellman | Director of Actuarial and Analystics | 45 | $205,694 |
| Julie B Langolf | Director of Office Administration | 45 | $192,783 |
| Jake G Maliszewski | Director of Financial Planning & Analysis | 45 | $158,628 |
| William R O'Toole | Former Chief Executive Officer | 0 | $55,073 |
| Allan G Lorge | Director and Board Chair | 4 | $50,000 |
| William R O'Toole | Director | 3 | $38,000 |
| Michael A Giffhorn | Director | 3 | $34,000 |
| Kari L Niedfeldt-Thomas | Director | 3 | $31,000 |
| Susan M Obermiller | Director | 3 | $26,750 |
| Jeffrey B Tilley | Director | 3 | $26,750 |
| Coral M Grout | Director | 3 | $25,000 |
| Sandra T Dempsey | Director | 3 | $24,500 |
| Joseph G Kopinski | Director | 3 | $24,500 |
| Lisa A Mick | Director | 3 | $23,500 |
| James B Hunsanger Iii | Director | 3 | $10,750 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202442649349300629
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202312509349301291
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202232849349300943
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202103019349302450
Form 990 · FY2019 · period ending Dec 31, 2019
Filing id 202022549349301662
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201933189349304153
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201832969349301528
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201742909349301204
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.