Organizations Filed Purposes:
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.
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. The Society offers individual life insurance and annuity products through a network of Financial Advisors. Members also have access to fraternal benefits that include child cancer and orphan benefits, will preparation benefit and social activities through the chapter system. The Society is committed to hosting and supporting fraternal activities and community outreach. In 2019, members volunteered over 104,000 hours of service valued at nearly $2.6 million to extend their hand to help others in need. Over $1.9 million in contributions were raised through the Society's efforts to promote Catholic education, Diocesan programs, civic causes and more.
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 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 104,000 hours of service were donated to support various Diocesan and community programs and events in 2019 valued at nearly $2.6 million.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| William R O'Toole | President and Chief Executive Officer | 45 | $503,836 |
| Rogelio Cabral | Vice President - Sales | 45 | $245,558 |
| Jeffrey R Piotrowski | Chief Operations Officer | 22 | $213,904 |
| John T Borgen | Chief Marketing Officer | 45 | $205,396 |
| Jeffrey B Tilley | Former Secretary and Chief Financial Officer | 45 | $200,720 |
| Kari R Diestelhorst | Chief Financial Officer | 45 | $189,282 |
| Kristin O'Connell | Regional Sales Manager | 45 | $182,721 |
| Kristen L Mueller | Vice President - Human Resources | 45 | $175,328 |
| Joseph Kohut | Director of Brokerage | 45 | $166,130 |
| Linda Hanson | Vice President Actuary | 45 | $163,509 |
| Kerry E Riemer | Controller | 45 | $161,056 |
| Charles Ab Haas | Vice President Buisness Development | 45 | $141,732 |
| Mike Attewell | Director -Information Technology | 45 | $135,572 |
| Andrea Kincaid | Director - Marketing | 45 | $107,926 |
| Rachel Wolf | Actuary | 45 | $105,072 |
| Michael Stivoric | Director | 5 | $27,000 |
| John C Mack | Director | 3 | $22,000 |
| David C Singer | Director | 4 | $19,000 |
| Susan Obermiller | Director | 3 | $19,000 |
| Allan G Lorge | Director | 4 | $19,000 |
| Lisa Mick | Director | 3 | $18,000 |
| Archbishop Jerome E Listecki | Director | 1 | $18,000 |
| Joseph G Kopinski | Director | 3 | $18,000 |
| Coral M Grout | Director | 3 | $18,000 |
| Sandra Dempsey | Director | 3 | $18,000 |
| Jeffrey B Tilley | Director | 3 | $6,000 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202022549349301662_public.xml