Catholic United Financial Foundation
Donations deductibleRevenue
$7m
year to 31 December 2024
Expenses
$7.6m
year to 31 December 2024
Total assets
$41.8m
$188k liabilities
Net assets
$41.6m
assets less liabilities
Directors and trustees
10
8.2 years on average
Staff
0
57 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
1
named in Part VII
Catholic United Financial Foundation's network
10 people4 organisationsi10 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| FR Thomas Thompson | Spiritual Advisor | 2018 | 8 yrs |
| Harald E Borrmann (also filed as Harald Borrmann) | Board Member | 2018 | 8 yrs |
| James Wensel | Board Member | 2018 | 8 yrs |
| Jean Hart | Board Member | 2018 | 8 yrs |
| Mark Zeman | Board Member | 2018 | 8 yrs |
| Michael Ahles | President | 2018 | 8 yrs |
| Michael F McGovern (also filed as Michael McGovern) | Board Member | 2018 | 8 yrs |
| Paul Zastrow | Board Member | 2020 | 6 yrs |
| Susan Stenzel | Board Member | 2018 | 8 yrs |
| William Lucas | Board Member | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Robert Heuermann | Executive Director | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Robert Heuermann | Executive Director | 37.5 | $0 | $115k | $36k |
| Michael Ahles | President | 1 | $0 | ||
| Fr Thomas Thompson | Spiritual Advisor | 1 | $0 | ||
| Harald Borrmann | Board Member | 1 | $0 | ||
| Jean Hart | Board Member | 1 | $0 | ||
| William Lucas | Board Member | 1 | $0 | ||
| Michael McGovern | Board Member | 1 | $0 | ||
| Susan Stenzel | Board Member | 1 | $0 | ||
| James Wensel | Board Member | 1 | $0 | ||
| Paul Zastrow | Board Member | 1 | $0 | ||
| Mark Zeman | Board Member | 1 | $0 |
About
- Legal name
- Catholic United Financial Foundation
- EIN
- 411893463
- Address
- 3499 Lexington Avenue North, St Paul, MN, 55126-7055
- State
- Minnesota
- 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... (as filed on the Form 990)
- Activity (NTEE)
- T120 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 8 (IRS master file code)
- Formed
- 1997
- Principal officer
- Robert Heuermann (as named on the Form 990)
- IRS ruling date
- 1 June 1999
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsFR Thomas Thompson
≥8years on the filingsHarald E Borrmann
≥8years on the filingsJames Wensel
≥8years on the filingsJean Hart
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $41.8m
- Total liabilities
- $188k
- Net assets or fund balances
- $41.6m
- Contributions and grants received
- $5.6m
- Program service revenue
- $0
- Grants and similar paid out
- $7.2m
- Employees
- 0
- Volunteers
- 57
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $7m | $7.6m | Deficit $588k |
As filed on the IRS Form 990. US dollars.
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| St Anne Church | Parish support | $1.1m |
| St Mary Presentation Fund | Parish support | $1m |
| Catholic Foundation of Southern Minnesota | Organizational support | $274k |
| Immaculate Conception Church | Parish support | $250k |
| Catholic United Financial Foundation | Organizational support | $228k |
| St Henry's Church | Parish support | $158k |
| Church of St Peter | Parish support | $145k |
| Church of St Francis Cabrini | Parish support | $141k |
| Church of Saint Henry | Parish support | $120k |
| Queen of Angels Church | Parish support | $110k |
| St Michael Foundation | Organizational support | $104k |
| St Peters Fund | Parish support | $95k |
| St Bridget Catholic Church | Parish support | $79k |
| St Mary's School | School suppot | $77k |
| St Bernard's Church | Parish support | $75k |
| Forethought Life Insurance Company | General support | $69k |
| St Mary of the Presentation Church | Organizational support | $60k |
| St Genevieve Cemetery | Organizational support | $58k |
| St Michael Church | Organizational support | $49k |
| Sacred Heart Church | Parish support | $47k |
| All Saints Catholic Church | Parish support | $43k |
| Calvary Cemetery - Queen of Angels Church | Parish support | $40k |
| St Joseph Cemetery | Parish support | $39k |
| Immaculate Conception Church | Parish support | $38k |
| St Henry Church | Parish support | $35k |