TRUSTED FRATERNAL LIFE
Cite this
Plain text TRUSTED FRATERNAL LIFE. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/trusted-fraternal-life-390201015. Retrieved 2026-10-26.
APA furp.org. (n.d.). TRUSTED FRATERNAL LIFE [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 26, 2026, from https://furp.org/org/trusted-fraternal-life-390201015
MLA “TRUSTED FRATERNAL LIFE.” furp.org, tax years 2011–2024, https://furp.org/org/trusted-fraternal-life-390201015. Accessed 26 Oct. 2026.
Retrieved 2026-10-26; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $162.8M · expenses $158.7M · assets $1.91B
- EIN
- 39-0201015
- Address
- 1100 W WELLS ST STE 1, MILWAUKEE, WI 53233-2316
- Website
- WWW.TRUSTEDFRATERNALLIFE.ORG
- NTEE code
- -
- Exempt type
- 501(c)(8): fraternal beneficiary society (corporation)
- Ruling date
- November 1941 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (other exempt organization) Pub 78 ↗
- Cross-check
- ProPublica Nonprofit Explorer
Mission
Trusted Fraternal Life's mission is serving communities, providing financial security and enhancing quality of life.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
129 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| William R O'Toole | Director | 2011-2024 | $38,000 | $5,232,549 | 3 |
| John T Borgen | President and Chief Executive Officer | 2011-2024 | $558,701 | $3,546,960 | 2 |
| Rogelio Cabral | Vice President Sales | 2011-2024 | $254,873 | $2,930,320 | 1 |
| Jeffrey B Tilley | Director | 2011-2024 | $26,750 | $1,934,932 | 1 |
| Kristen L Mueller | Secretary and Vice President Human Resources | 2015-2024 | $233,792 | $1,827,228 | 1 |
| Kari R Diestelhorst | Chief Financial Officer | 2018-2024 | $336,058 | $1,800,714 | 1 |
| Linda M Hanson | Vice President Actuary | 2016-2024 | $251,552 | $1,428,832 | 1 |
| Joseph K Kohut | Director of Brokerage Operations | 2019-2024 | $275,820 | $1,276,345 | 1 |
| Michael J Attewell | Chief Information Officer | 2021-2024 | $271,687 | $890,450 | 1 |
| Allan G Lorge | Director and Board Chair | 2011-2024 | $50,000 | $864,344 | 1 |
| Sara J Walker | Vice President Investments | 2021-2024 | $245,208 | $826,425 | 2 |
| Michael C Eyrich | Vice President Distribution | 2021-2024 | $294,239 | $786,830 | 1 |
| Peter L Duellman | Director of Actuarial and Analystics | 2021-2024 | $218,180 | $786,033 | 1 |
| Christopher J Martin | Vice President Compliance | 2024 | $436,940 | $436,940 | 2 |
| Jake G Maliszewski | Director of Financial Planning & Analysis | 2023-2024 | $184,198 | $357,966 | 1 |
| Janet J Carmody | Director of Information Systems | 2024 | $250,996 | $250,996 | 2 |
| Amy L Bellows | Vice President Transformation | 2024 | $235,130 | $235,130 | 1 |
| Julie B Langolf | Director of Office Administration | 2024 | $215,534 | $215,534 | 2 |
| Susan M Obermiller | Director | 2016-2024 | $26,750 | $183,100 | 1 |
| Lisa A Mick | Director | 2016-2024 | $23,500 | $169,525 | 1 |
| Sandra T Dempsey | Director | 2017-2024 | $24,500 | $149,450 | 1 |
| Joseph G Kopinski | Director | 2017-2024 | $24,500 | $148,975 | 1 |
| Coral M Grout | Director | 2019-2024 | $25,000 | $124,500 | 1 |
| Kari L Niedfeldt-Thomas | Director | 2021-2024 | $31,000 | $100,500 | 1 |
| Michael A Giffhorn | Director | 2023-2024 | $34,000 | $56,000 | 1 |
| James B Hunsanger III | Director | 2024 | $10,750 | $10,750 | 1 |
| Jeffrey R Piotrowski (former) | Former Chief Operations Officer | 2015-2022 | $228,490 | $1,959,402 | 1 |
| Kerry E Riemer (former) | Former Controller | 2011-2022 | $152,328 | $1,789,932 | 1 |
| Kristin O'Connell (former) | Sales Advisor | 2014-2022 | $202,081 | $1,776,292 | 2 |
| John Callen (former) | Chief Investment Officer | 2011-2018 | $222,781 | $1,096,914 | 1 |
| Elizabeth E Gabrys (former) | Vice President & Chief Actuary | 2013-2018 | $182,868 | $854,097 | 1 |
| Joseph E Gadbois (former) | Vice President Fraternal Outreach | 2011-2018 | $126,853 | $849,339 | 1 |
| Frederick W Muenkel (former) | Vice President - Insurance Services | 2013-2016 | $160,386 | $639,820 | 1 |
| Michael G Soczka (former) | Regional Sales Manager | 2013-2017 | $131,372 | $579,070 | 1 |
| Lisa Flanary (former) | Former CEO Degree of Honor | 2017 | $497,455 | $497,455 | 1 |
| Mike Attewell (former) | Director -Information Technology | 2018-2020 | $160,617 | $444,171 | 1 |
| James Schaefer (former) | Regional Sales Manager | 2011-2013 | $176,755 | $414,954 | 1 |
| Daniel Lloyd (former) | Regional Sales Manager | 2016-2018 | $125,027 | $405,475 | 1 |
| Paul Hill (former) | Regional Sales Manager | 2011-2013 | $133,829 | $333,384 | 1 |
| Cynthia E Feld (former) | Controller | 2022-2023 | $180,823 | $312,334 | 2 |
| O'Toole William (former) | President and CEO | 2012 | $307,701 | $307,701 | 2 |
| Ismael Cardenas (former) | Regional Sales Manager | 2013-2014 | $154,842 | $302,270 | 1 |
| Lee Berg (former) | Vice President - Marketing | 2011-2014 | $42,576 | $284,904 | 1 |
| Brian Brugger (former) | Actuary | 2016-2018 | $131,964 | $260,801 | 1 |
| Rachel L Wolf (former) | Associate Actuary | 2019-2022 | $138,463 | $259,985 | 1 |
| Erica Oberg (former) | Former CFO Degree of Honor | 2017 | $259,682 | $259,682 | 1 |
| Milagros Gonzalez (former) | Former Executive Director | 2020-2021 | $118,352 | $253,031 | 1 |
| Donald Delo (former) | Director Information Systems Development | 2013-2014 | $118,822 | $246,216 | 1 |
| Schaefer James (former) | Regional Sales Manager | 2012 | $244,294 | $244,294 | 1 |
| Charles A B Haas (former) | Vice President - Business Development | 2017-2018 | $161,520 | $231,529 | 1 |
| Lorge Allan G (former) | Secretary/Treasurer and Executive VP | 2012 | $228,033 | $228,033 | 1 |
| John C Mack (former) | Director | 2013-2022 | $23,500 | $224,625 | 1 |
| Soczka Michael G (former) | Regional Sales Manager | 2012 | $213,542 | $213,542 | 1 |
| Dan Strasburg (former) | VP and Chief Actuary | 2011 | $207,465 | $207,465 | 1 |
| Michael Stivoric (former) | Director/Board Chair | 2013-2021 | $30,000 | $189,950 | 1 |
| Hill Paul (former) | Regional Sales Manager | 2012 | $186,376 | $186,376 | 1 |
| Jeff Long (former) | Regional Sales Manager | 2011 | $184,238 | $184,238 | 1 |
| Long Jeffrey A (former) | Regional Sales Manager | 2012 | $175,341 | $175,341 | 1 |
| Charles AB Haas (former) | Vice President Buisness Development | 2019 | $174,551 | $174,551 | 1 |
| Mike Soczka (former) | Regional Sales Manager | 2011 | $170,732 | $170,732 | 1 |
| Fred Muenkel (former) | VP Insurance Services | 2011 | $168,169 | $168,169 | 1 |
| Cardenas Ismael (former) | Regional Sales Manager | 2012 | $163,703 | $163,703 | 1 |
| Muenkel Frederick W (former) | VP Insurance Services | 2012 | $162,167 | $162,167 | 1 |
| Tilley Jeffrey B (former) | VP and Chief Financial Officer | 2012 | $160,998 | $160,998 | 1 |
| Peter Duelmann (former) | Associate Actuary | 2020 | $158,580 | $158,580 | 1 |
| Strasburg Daniel H (former) | VP and Appointed Actuary | 2012 | $158,327 | $158,327 | 1 |
| David C Singer (former) | Director | 2013-2021 | $19,000 | $154,350 | 1 |
| Kristin Jorgenson (former) | Sr. Project Manager | 2020 | $152,259 | $152,259 | 1 |
| Eric J Atkins (former) | IT Operations Team Lead | 2023 | $150,270 | $150,270 | 1 |
| Glen Unold (former) | VP Information Services | 2011 | $145,037 | $145,037 | 1 |
| Cabral Rogelio (former) | VP Sales | 2012 | $139,834 | $139,834 | 1 |
| Dan Lloyd (former) | Regional Sales Manager and former Officer | 2011 | $139,347 | $139,347 | 1 |
| Ida Martinez (former) | Director of Business Development | 2016 | $133,108 | $133,108 | 1 |
| Unold Glen (former) | VP Information Services | 2012 | $132,547 | $132,547 | 1 |
| Patrick J Murphy (former) | Director | 2011-2018 | $23,600 | $132,425 | 1 |
| Lloyd Daniel T (former) | Regional Sales Manager and former Officer | 2012 | $131,987 | $131,987 | 2 |
| Ish Cardenas (former) | Regional Sales Manager | 2011 | $130,229 | $130,229 | 1 |
| Robert W Chappo (former) | Regional Sales Director | 2021 | $128,400 | $128,400 | 1 |
| Callen John C (former) | Investment Officer | 2012 | $128,188 | $128,188 | 1 |
| Riemer Kerry E (former) | Controller | 2012 | $126,281 | $126,281 | 2 |
| Andrea Kincaid (former) | Director - Marketing | 2019 | $124,351 | $124,351 | 1 |
| Borgen John T (former) | Sr VP Membership | 2012 | $121,794 | $121,794 | 2 |
| Scott G Brost (former) | Director Information Systems | 2015 | $120,435 | $120,435 | 1 |
| Berg Lee F (former) | VP Marketing | 2012 | $118,679 | $118,679 | 2 |
| Jim Schaefer (former) | Regional Sales Manager | 2014 | $116,913 | $116,913 | 1 |
| John F Kenawell (former) | Director | 2011-2018 | $18,800 | $116,575 | 1 |
| Kim Ingram (former) | VP Membership Development | 2011 | $113,987 | $113,987 | 1 |
| Dennis N Kabat (former) | Director | 2011-2018 | $19,400 | $110,625 | 1 |
| Gadbois Joseph E (former) | VP Branch Activities | 2012 | $109,629 | $109,629 | 1 |
| Archbishop Jerome E Listecki (former) | Director | 2013-2020 | $18,000 | $105,250 | 1 |
| Paul Pinsonnault (former) | Director | 2011-2018 | $17,900 | $102,900 | 2 |
| Philip Lamphear (former) | Programmer Analyst - Lan Administrator | 2015 | $100,401 | $100,401 | 1 |
| Les Driscoll (former) | Programmer Analyst - Database Administrator | 2015 | $96,618 | $96,618 | 1 |
| Gabrys Elizabeth Emory (former) | VP and Chief Actuary | 2012 | $92,193 | $92,193 | 1 |
| Thomas W VanHimbergen (former) | Board member | 2011-2015 | $18,625 | $77,425 | 4 |
| Robert N Dippold (former) | Board member | 2011-2015 | $26,725 | $76,375 | 1 |
| Arthur W Wigchers (former) | Board member | 2011-2015 | $16,925 | $63,825 | 4 |
| Carla C Breunig (former) | Board member | 2011-2015 | $17,375 | $58,950 | 1 |
| Mary E Baker (former) | Board member | 2011-2015 | $16,250 | $54,475 | 1 |
| Marion Strauss (former) | Director | 2016-2018 | $16,400 | $48,125 | 1 |
| Donald W Layden (former) | Board member | 2011-2015 | $7,525 | $43,475 | 1 |
| William Dreyer (former) | Board member | 2011-2014 | $14,825 | $41,475 | 1 |
| Kristine Rappe (former) | Director | 2016-2017 | $12,525 | $29,375 | 1 |
| VanHimbergen Thomas W (former) | Board member | 2012 | $18,700 | $18,700 | 1 |
| Wigchers Arthur W (former) | Board member | 2012 | $13,400 | $13,400 | 1 |
| Phyllis A John (former) | Board member | 2011 | $12,600 | $12,600 | 1 |
| John Phyllis A (former) | Board member | 2012 | $11,500 | $11,500 | 1 |
| Murphy Patrick J (former) | Board member | 2012 | $11,250 | $11,250 | 1 |
| Janet A Stelken (former) | Board member | 2011 | $11,250 | $11,250 | 1 |
| Kenawell John F (former) | Board member | 2012 | $10,750 | $10,750 | 1 |
| Stelken Janet A (former) | Board member | 2012 | $10,700 | $10,700 | 1 |
| Breunig Carla (former) | Board member | 2012 | $10,650 | $10,650 | 1 |
| Rebek Chuck (former) | Board member | 2012 | $10,300 | $10,300 | 1 |
| Mary Bowser (former) | Board member | 2011 | $10,100 | $10,100 | 1 |
| Dreyer William (former) | Board member | 2012 | $10,000 | $10,000 | 1 |
| Mildred Jandrin (former) | Board member | 2011 | $9,800 | $9,800 | 1 |
| Alphonse Raymond Auclair (former) | Board member | 2011 | $9,500 | $9,500 | 1 |
| Chuck Rebek (former) | Board member | 2011 | $9,500 | $9,500 | 1 |
| Pinsonnault Paul (former) | Board member | 2012 | $9,300 | $9,300 | 1 |
| Layden Donald (former) | Board member | 2012 | $9,250 | $9,250 | 1 |
| Mack John C (former) | Board member | 2012 | $9,050 | $9,050 | 1 |
| Dippold Robert N (former) | Board member | 2012 | $8,900 | $8,900 | 1 |
| Baker Mary E (former) | Board member | 2012 | $8,500 | $8,500 | 1 |
| Jandrin Mildred (former) | Board member | 2012 | $8,500 | $8,500 | 1 |
| Kabat Dennis (former) | Board member | 2012 | $8,500 | $8,500 | 1 |
| Listecki Archbishop Jerome E (former) | Board member | 2012 | $8,500 | $8,500 | 1 |
| Archbishop Jerome Listecki (former) | Board member | 2011 | $8,500 | $8,500 | 1 |
| Kari L Niefeldt Thomas (former) | Director | 2020 | $6,000 | $6,000 | 1 |
| Auclair Alphonse Raymond (former) | Board member | 2012 | $1,125 | $1,125 | 1 |
People by year
2024 · 27 people listed · 27 paid, $4.6M · 176 employees · 14,316 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John T Borgen | President and Chief Executive Officer | 45 | $509,886 | $0 | $48,815 | $558,701 | 2 |
| Christopher J Martin | Vice President Compliance | 45 | $410,094 | $0 | $26,846 | $436,940 | 2 |
| Kari R Diestelhorst | Chief Financial Officer | 45 | $287,809 | $0 | $48,249 | $336,058 | 1 |
| Michael C Eyrich | Vice President Distribution | 45 | $263,559 | $0 | $30,680 | $294,239 | 1 |
| Joseph K Kohut | Director of Brokerage Operations | 45 | $229,920 | $0 | $45,900 | $275,820 | 1 |
| Michael J Attewell | Chief Information Officer | 45 | $260,874 | $0 | $10,813 | $271,687 | 1 |
| Rogelio Cabral | Vice President Sales | 45 | $215,135 | $0 | $39,738 | $254,873 | 1 |
| Linda M Hanson | Vice President Actuary | 45 | $240,685 | $0 | $10,867 | $251,552 | 1 |
| Janet J Carmody | Director of Information Systems | 45 | $229,393 | $0 | $21,603 | $250,996 | 2 |
| Sara J Walker | Vice President Investments | 45 | $220,910 | $0 | $24,298 | $245,208 | 2 |
| Amy L Bellows | Vice President Transformation | 45 | $193,599 | $0 | $41,531 | $235,130 | 1 |
| Kristen L Mueller | Secretary and Vice President Human Resources | 45 | $210,180 | $0 | $23,612 | $233,792 | 1 |
| Peter L Duellman | Director of Actuarial and Analystics | 45 | $205,694 | $0 | $12,486 | $218,180 | 1 |
| Julie B Langolf | Director of Office Administration | 45 | $192,783 | $0 | $22,751 | $215,534 | 2 |
| Jake G Maliszewski | Director of Financial Planning & Analysis | 45 | $158,628 | $0 | $25,570 | $184,198 | 1 |
| William R O'Toole | Former Chief Executive Officer | 0 | $55,073 | $0 | $0 | $55,073 | 3 |
| Allan G Lorge | Director and Board Chair | 4 | $50,000 | $0 | $0 | $50,000 | 1 |
| William R O'Toole | Director | 3 | $38,000 | $0 | $0 | $38,000 | 3 |
| Michael A Giffhorn | Director | 3 | $34,000 | $0 | $0 | $34,000 | 1 |
| Kari L Niedfeldt-Thomas | Director | 3 | $31,000 | $0 | $0 | $31,000 | 1 |
| Susan M Obermiller | Director | 3 | $26,750 | $0 | $0 | $26,750 | 1 |
| Jeffrey B Tilley | Director | 3 | $26,750 | $0 | $0 | $26,750 | 1 |
| Coral M Grout | Director | 3 | $25,000 | $0 | $0 | $25,000 | 1 |
| Sandra T Dempsey | Director | 3 | $24,500 | $0 | $0 | $24,500 | 1 |
| Joseph G Kopinski | Director | 3 | $24,500 | $0 | $0 | $24,500 | 1 |
| Lisa A Mick | Director | 3 | $23,500 | $0 | $0 | $23,500 | 1 |
| James B Hunsanger III | Director | 3 | $10,750 | $0 | $0 | $10,750 | 1 |
2023 · 23 people listed · 23 paid, $3.6M · 135 employees · 11,948 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John T Borgen | President and Chief Executive Officer | 45 | $434,536 | $0 | $50,795 | $485,331 | 2 |
| Kari R Diestelhorst | Chief Financial Officer | 45 | $265,323 | $0 | $47,542 | $312,865 | 1 |
| Rogelio Cabral | Vice President Sales | 45 | $255,877 | $0 | $42,243 | $298,120 | 1 |
| Joseph K Kohut | Director of Brokerage Operations | 45 | $242,822 | $0 | $43,666 | $286,488 | 1 |
| Michael J Attewell | Chief Information Officer | 45 | $244,174 | $0 | $10,230 | $254,404 | 1 |
| Michael C Eyrich | SVP Membership | 45 | $209,353 | $0 | $44,241 | $253,594 | 1 |
| Sara J Walker | Vice President Investments | 45 | $201,690 | $0 | $25,050 | $226,740 | 2 |
| Linda M Hanson | Vice President of Actuarial | 45 | $214,810 | $0 | $10,577 | $225,387 | 1 |
| Peter L Duellman | Director of Actuarial and Analytics | 45 | $206,702 | $0 | $12,349 | $219,051 | 1 |
| Kristen L Mueller | Secretary and Vice President Human Resources | 45 | $192,017 | $0 | $22,485 | $214,502 | 1 |
| Cynthia E Feld | Controller | 45 | $140,888 | $0 | $39,935 | $180,823 | 2 |
| Jake G Maliszewski | Director of Financial Planning & Analysis | 45 | $147,744 | $0 | $26,024 | $173,768 | 1 |
| Eric J Atkins | IT Operations Team Lead | 45 | $129,737 | $0 | $20,533 | $150,270 | 1 |
| William R O'Toole | Director & Former Chief Executive Officer | 3 | $98,000 | $0 | $1,000 | $99,000 | 3 |
| Allan G Lorge | Director and Board Chair | 4 | $42,500 | $0 | $0 | $42,500 | 1 |
| Kari L Niedfeldt-Thomas | Director | 3 | $26,500 | $0 | $0 | $26,500 | 1 |
| Jeffrey B Tilley | Director | 3 | $23,000 | $0 | $0 | $23,000 | 1 |
| Joseph G Kopinski | Director | 3 | $23,000 | $0 | $0 | $23,000 | 1 |
| Sandra T Dempsey | Director | 3 | $23,000 | $0 | $0 | $23,000 | 1 |
| Susan M Obermiller | Director | 3 | $23,000 | $0 | $0 | $23,000 | 1 |
| Coral M Grout | Director | 3 | $22,000 | $0 | $0 | $22,000 | 1 |
| Lisa A Mick | Director | 3 | $22,000 | $0 | $0 | $22,000 | 1 |
| Michael A Giffhorn | Director | 3 | $22,000 | $0 | $0 | $22,000 | 1 |
2022 · 25 people listed · 25 paid, $3.8M · 128 employees · 11,351 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John T Borgen | President and Chief Executive Officer | 45 | $407,507 | $0 | $48,594 | $456,101 | 2 |
| Kari R Diestelhorst | Chief Financial Officer | 45 | $262,499 | $0 | $19,432 | $281,931 | 1 |
| William R O'Toole | Director and Former Chief Executive Officer | 45 | $231,897 | $0 | $14,748 | $246,645 | 3 |
| Rogelio Cabral | Vice President Sales | 45 | $197,921 | $0 | $38,889 | $236,810 | 1 |
| Jeffrey R Piotrowski | Former Chief Operations Officer | 45 | $194,533 | $0 | $33,957 | $228,490 | 1 |
| Linda M Hanson | Vice President of Actuarial | 45 | $214,004 | $0 | $14,429 | $228,433 | 1 |
| Michael C Eyrich | Vice President Distribution | 45 | $180,790 | $0 | $42,310 | $223,100 | 1 |
| Kristen L Mueller | Secretary and Vice President Human Resources | 45 | $187,472 | $0 | $24,855 | $212,327 | 1 |
| Sara J Walker | Vice President Investments | 45 | $190,936 | $0 | $19,254 | $210,190 | 2 |
| Michael J Attewell | Vice President of Information Technology | 45 | $199,805 | $0 | $9,491 | $209,296 | 1 |
| Joseph K Kohut | Director of Brokerage Operations | 45 | $166,470 | $0 | $42,614 | $209,084 | 1 |
| Kristin O'Connell | Sales Advisor | 45 | $173,123 | $0 | $28,958 | $202,081 | 2 |
| Peter L Duellman | Director of Actuarial and Analytics | 45 | $172,143 | $0 | $11,454 | $183,597 | 1 |
| Kerry E Riemer | Former Controller | 45 | $129,877 | $0 | $22,451 | $152,328 | 1 |
| Rachel L Wolf | Associate Actuary | 45 | $118,877 | $0 | $19,586 | $138,463 | 1 |
| Cynthia E Feld | Controller | 45 | $123,492 | $0 | $8,019 | $131,511 | 2 |
| Allan G Lorge | Director and Board Chair | 4 | $39,500 | $0 | $0 | $39,500 | 1 |
| Joseph G Kopinski | Director | 3 | $24,500 | $0 | $0 | $24,500 | 1 |
| Susan M Obermiller | Director | 3 | $24,500 | $0 | $0 | $24,500 | 1 |
| Jeffrey B Tilley | Director | 3 | $24,500 | $0 | $0 | $24,500 | 1 |
| Kari L Niedfeldt-Thomas | Director | 0 | $24,000 | $0 | $0 | $24,000 | 1 |
| John C Mack | Director | 3 | $23,500 | $0 | $0 | $23,500 | 1 |
| Lisa A Mick | Director | 3 | $23,500 | $0 | $0 | $23,500 | 1 |
| Coral M Grout | Director | 3 | $23,500 | $0 | $0 | $23,500 | 1 |
| Sandra T Dempsey | Director | 3 | $23,000 | $0 | $0 | $23,000 | 1 |
2021 · 27 people listed · 27 paid, $3.6M · 138 employees · 8,998 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William R O'Toole | Chief Executive Officer | 45 | $505,961 | $0 | $35,142 | $541,103 | 3 |
| John T Borgen | President | 45 | $322,211 | $0 | $41,008 | $363,219 | 2 |
| Jeffrey R Piotrowski | Chief Operations Officer | 45 | $268,076 | $0 | $37,139 | $305,215 | 1 |
| Kari R Diestelhorst | Chief Financial Officer | 45 | $253,770 | $0 | $13,787 | $267,557 | 1 |
| Rogelio Cabral | Vice President Sales | 45 | $187,977 | $0 | $31,572 | $219,549 | 1 |
| Linda M Hanson | Vice President Actuary | 45 | $202,970 | $0 | $9,591 | $212,561 | 1 |
| Kristen L Mueller | Secretary and Vice President Human Resources | 45 | $179,228 | $0 | $18,226 | $197,454 | 1 |
| Kerry E Riemer | Controller | 45 | $165,473 | $0 | $25,566 | $191,039 | 1 |
| Kristin O'Connell | Regional Sales Manager | 45 | $164,681 | $0 | $24,608 | $189,289 | 2 |
| Peter L Duellman | Director of Actuarial and Analytics | 45 | $153,941 | $0 | $11,264 | $165,205 | 1 |
| Joseph K Kohut | Director of Brokerage Operations | 45 | $143,334 | $0 | $17,798 | $161,132 | 1 |
| Michael J Attewell | Director Information Technology | 45 | $145,625 | $0 | $9,438 | $155,063 | 1 |
| Sara J Walker | Vice President Investments | 45 | $123,234 | $0 | $21,053 | $144,287 | 2 |
| Robert W Chappo | Regional Sales Director | 45 | $119,983 | $0 | $8,417 | $128,400 | 1 |
| Milagros Gonzalez | Former Executive Director | 45 | $92,878 | $0 | $25,474 | $118,352 | 1 |
| Michael Stivoric | Director/Board Chair | 4 | $30,000 | $0 | $0 | $30,000 | 1 |
| Joseph G Kopinski | Director | 3 | $19,000 | $0 | $0 | $19,000 | 1 |
| Allan G Lorge | Director | 4 | $19,000 | $0 | $0 | $19,000 | 1 |
| John C Mack | Director | 5 | $19,000 | $0 | $0 | $19,000 | 1 |
| Susan M Obermiller | Director | 3 | $19,000 | $0 | $0 | $19,000 | 1 |
| David C Singer | Director | 3 | $19,000 | $0 | $0 | $19,000 | 1 |
| Kari L Niedfeldt-Thomas | Director | 3 | $19,000 | $0 | $0 | $19,000 | 1 |
| Lisa A Mick | Director | 3 | $18,500 | $0 | $0 | $18,500 | 1 |
| Sandra T Dempsey | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Coral M Grout | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Jeffrey B Tilley | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Michael C Eyrich | Vice President Distribution | 45 | $13,995 | $0 | $1,902 | $15,897 | 1 |
2020 · 26 people listed · 26 paid, $3.5M · 155 employees · 5,675 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William R O'Toole | President and Chief Executive Officer | 45 | $555,530 | $0 | $96,425 | $651,955 | 3 |
| Jeffrey R Piotrowski | Chief Operations Officer | 22 | $296,157 | $0 | $38,948 | $335,105 | 1 |
| Kari R Diestelhorst | Chief Financial Officer | 45 | $251,439 | $0 | $16,780 | $268,219 | 1 |
| John T Borgen | Chief Marketing Officer | 45 | $215,138 | $0 | $35,163 | $250,301 | 2 |
| Rogelio Cabral | Vice President - Sales | 45 | $194,708 | $0 | $36,481 | $231,189 | 1 |
| Linda M Hanson | Vice President Actuary | 45 | $206,321 | $0 | $11,628 | $217,949 | 1 |
| Kristen L Mueller | Secretary and Vice President - Human Resources | 45 | $184,337 | $0 | $19,960 | $204,297 | 1 |
| Kerry E Riemer | Controller | 45 | $170,215 | $0 | $27,717 | $197,932 | 1 |
| Kristin O'Connell | Regional Sales Manager | 45 | $155,875 | $0 | $24,976 | $180,851 | 2 |
| Joseph Kohut | Director of Brokerage Operations | 45 | $154,893 | $0 | $11,769 | $166,662 | 1 |
| Mike Attewell | Director -Information Technology | 45 | $150,699 | $0 | $9,918 | $160,617 | 1 |
| Peter Duelmann | Associate Actuary | 45 | $140,229 | $0 | $18,351 | $158,580 | 1 |
| Kristin Jorgenson | Sr. Project Manager | 45 | $128,661 | $0 | $23,598 | $152,259 | 1 |
| Milagros Gonzalez | Executive Director | 45 | $103,882 | $0 | $30,797 | $134,679 | 1 |
| Michael Stivoric | Director/Board Chair | 4 | $30,000 | $0 | $0 | $30,000 | 1 |
| Joseph G Kopinski | Director | 3 | $19,000 | $0 | $0 | $19,000 | 1 |
| Allan G Lorge | Director | 4 | $19,000 | $0 | $0 | $19,000 | 1 |
| John C Mack | Director | 5 | $19,000 | $0 | $0 | $19,000 | 1 |
| Susan M Obermiller | Director | 3 | $19,000 | $0 | $0 | $19,000 | 1 |
| David C Singer | Director | 3 | $19,000 | $0 | $0 | $19,000 | 1 |
| Archbishop Jerome E Listecki | Director | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| Sandra T Dempsey | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Coral M Grout | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Lisa A Mick | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Jeffrey B Tilley | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Kari L Niefeldt Thomas | Director | 3 | $6,000 | $0 | $0 | $6,000 | 1 |
2019 · 26 people listed · 26 paid, $3.6M · 184 employees · 16,205 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William R O'Toole | President and Chief Executive Officer | 45 | $503,836 | $0 | $87,542 | $591,378 | 3 |
| Jeffrey R Piotrowski | Chief Operations Officer | 22 | $213,904 | $34,417 | $38,565 | $286,886 | 1 |
| Rogelio Cabral | Vice President - Sales | 45 | $245,558 | $0 | $37,273 | $282,831 | 1 |
| Jeffrey B Tilley | Former Secretary and Chief Financial Officer | 45 | $200,720 | $0 | $47,405 | $248,125 | 1 |
| John T Borgen | Chief Marketing Officer | 45 | $205,396 | $0 | $32,908 | $238,304 | 2 |
| Kristin O'Connell | Regional Sales Manager | 45 | $182,721 | $0 | $25,454 | $208,175 | 2 |
| Kari R Diestelhorst | Chief Financial Officer | 45 | $189,282 | $0 | $12,978 | $202,260 | 1 |
| Kristen L Mueller | Vice President - Human Resources | 45 | $175,328 | $0 | $18,705 | $194,033 | 1 |
| Kerry E Riemer | Controller | 45 | $161,056 | $0 | $27,810 | $188,866 | 1 |
| Joseph Kohut | Director of Brokerage | 45 | $166,130 | $0 | $11,029 | $177,159 | 1 |
| Charles AB Haas | Vice President Buisness Development | 45 | $141,732 | $0 | $32,819 | $174,551 | 1 |
| Linda Hanson | Vice President Actuary | 45 | $163,509 | $0 | $9,055 | $172,564 | 1 |
| Mike Attewell | Director -Information Technology | 45 | $135,572 | $0 | $9,627 | $145,199 | 1 |
| Andrea Kincaid | Director - Marketing | 45 | $107,926 | $0 | $16,425 | $124,351 | 1 |
| Rachel Wolf | Actuary | 45 | $105,072 | $0 | $16,450 | $121,522 | 1 |
| Michael Stivoric | Director | 5 | $27,000 | $0 | $0 | $27,000 | 1 |
| John C Mack | Director | 3 | $22,000 | $0 | $0 | $22,000 | 1 |
| Allan G Lorge | Director | 4 | $19,000 | $0 | $0 | $19,000 | 1 |
| Susan Obermiller | Director | 3 | $19,000 | $0 | $0 | $19,000 | 1 |
| David C Singer | Director | 4 | $19,000 | $0 | $0 | $19,000 | 1 |
| Sandra Dempsey | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Coral M Grout | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Joseph G Kopinski | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Archbishop Jerome E Listecki | Director | 1 | $18,000 | $0 | $0 | $18,000 | 1 |
| Lisa Mick | Director | 3 | $18,000 | $0 | $0 | $18,000 | 1 |
| Jeffrey B Tilley | Director | 3 | $6,000 | $0 | $0 | $6,000 | 1 |
2018 · 30 people listed · 30 paid, $3.7M · 199 employees · 15,289 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William R O'Toole | President and Chief Executive Officer | 45 | $477,034 | $0 | $80,875 | $557,909 | 3 |
| Jeffrey B Tilley | Secretary and Chief Financial Officer | 45 | $263,365 | $0 | $49,703 | $313,068 | 1 |
| Rogelio Cabral | Vice President - Sales | 45 | $255,934 | $0 | $37,058 | $292,992 | 1 |
| Jeffrey R Piotrowski | Senior VP IT & Insurance Services | 45 | $236,619 | $0 | $38,836 | $275,455 | 1 |
| John Callen | Chief Investment Officer | 45 | $187,419 | $0 | $35,362 | $222,781 | 1 |
| John T Borgen | Senior Vice President -Membership | 45 | $185,475 | $0 | $33,154 | $218,629 | 2 |
| Kerry E Riemer | Controller | 45 | $156,102 | $0 | $32,951 | $189,053 | 1 |
| Elizabeth E Gabrys | Vice President & Chief Actuary | 45 | $171,748 | $0 | $11,120 | $182,868 | 1 |
| Kristen L Mueller | Vice President - Human Resources | 45 | $162,197 | $0 | $18,279 | $180,476 | 1 |
| Kristin O'Connell | Regional Sales Manager | 45 | $146,919 | $0 | $29,552 | $176,471 | 2 |
| Charles A B Haas | Vice President - Business Development | 45 | $131,317 | $0 | $30,203 | $161,520 | 1 |
| Mike Attewell | Director -Information Technology | 45 | $129,046 | $0 | $9,309 | $138,355 | 1 |
| Brian Brugger | Actuary | 45 | $109,941 | $0 | $22,023 | $131,964 | 1 |
| Kari R Diestelhorst | Vice President - Finance | 45 | $122,977 | $0 | $8,847 | $131,824 | 1 |
| Joseph E Gadbois | Vice President Fraternal Outreach | 45 | $118,704 | $0 | $8,149 | $126,853 | 1 |
| Daniel Lloyd | Regional Sales Manager | 45 | $117,371 | $0 | $7,656 | $125,027 | 1 |
| John C Mack | Director | 5 | $31,700 | $0 | $0 | $31,700 | 1 |
| Allan G Lorge | Director | 4 | $23,600 | $0 | $0 | $23,600 | 1 |
| Patrick J Murphy | Director | 4 | $23,600 | $0 | $0 | $23,600 | 1 |
| Michael Stivoric | Director | 4 | $19,700 | $0 | $0 | $19,700 | 1 |
| Dennis N Kabat | Director | 3 | $19,400 | $0 | $0 | $19,400 | 1 |
| John F Kenawell | Director | 3 | $18,800 | $0 | $0 | $18,800 | 1 |
| David C Singer | Director | 3 | $18,500 | $0 | $0 | $18,500 | 1 |
| Susan Obermiller | Director | 3 | $17,900 | $0 | $0 | $17,900 | 1 |
| Paul B Pinsonnault | Director | 3 | $17,900 | $0 | $0 | $17,900 | 2 |
| Joseph G Kopinski | Director | 3 | $17,000 | $0 | $0 | $17,000 | 1 |
| Sandra Dempsey | Director | 3 | $16,400 | $0 | $0 | $16,400 | 1 |
| Lisa Mick | Director | 3 | $16,400 | $0 | $0 | $16,400 | 1 |
| Marion Strauss | Director | 3 | $16,400 | $0 | $0 | $16,400 | 1 |
| Archbishop Jerome E Listecki | Director | 1 | $12,375 | $0 | $0 | $12,375 | 1 |
2017 · 31 people listed · 31 paid, $4.0M · 192 employees · 16,576 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William R O'Toole | President and Chief Executive Officer | 45 | $458,406 | $0 | $77,514 | $535,920 | 3 |
| Lisa Flanary | Former CEO Degree of Honor | 45 | $474,958 | $0 | $22,497 | $497,455 | 1 |
| Jeffrey B Tilley | Secretary and Chief Financial Officer | 45 | $262,464 | $0 | $48,034 | $310,498 | 1 |
| Rogelio Cabral | Vice President - Sales | 45 | $241,130 | $0 | $35,970 | $277,100 | 1 |
| Jeffrey R Piotrowski | Senior VP IT & Insurance Services | 45 | $238,125 | $0 | $33,823 | $271,948 | 1 |
| Erica Oberg | Former CFO Degree of Honor | 45 | $239,349 | $0 | $20,333 | $259,682 | 1 |
| John T Borgen | Senior Vice President - Membership | 45 | $186,275 | $0 | $33,512 | $219,787 | 2 |
| John Callen | Chief Investment Officer | 45 | $186,975 | $0 | $30,695 | $217,670 | 1 |
| Kerry E Riemer | Controller | 45 | $156,493 | $0 | $26,684 | $183,177 | 1 |
| Elizabeth E Gabrys | Vice President & Chief Actuary | 45 | $172,644 | $0 | $10,257 | $182,901 | 1 |
| Kristen L Mueller | Vice President - Human Resources | 45 | $155,020 | $0 | $17,762 | $172,782 | 1 |
| Kristin O'Connell | Regional Sales Manager | 45 | $136,421 | $0 | $28,244 | $164,665 | 2 |
| Joseph E Gadbois | Vice President - Fraternal Outreach | 45 | $114,613 | $0 | $23,505 | $138,118 | 1 |
| Daniel Lloyd | Regional Sales Manager | 45 | $125,608 | $0 | $8,055 | $133,663 | 1 |
| Michael G Soczka | Regional Sales Manager | 45 | $123,616 | $0 | $7,756 | $131,372 | 1 |
| Charles A B Haas | Vice President - Business Development | 45 | $55,528 | $0 | $14,481 | $70,009 | 1 |
| John C Mack | Director | 5 | $29,700 | $0 | $0 | $29,700 | 1 |
| Allan G Lorge | Director | 4 | $21,600 | $0 | $0 | $21,600 | 1 |
| Patrick J Murphy | Director | 4 | $21,600 | $0 | $0 | $21,600 | 1 |
| Michael Stivoric | Director | 4 | $19,200 | $0 | $0 | $19,200 | 1 |
| John F Kenawell | Director | 3 | $17,700 | $0 | $0 | $17,700 | 1 |
| Dennis N Kabat | Director | 3 | $17,525 | $0 | $0 | $17,525 | 1 |
| David C Singer | Director | 3 | $17,525 | $0 | $0 | $17,525 | 1 |
| Susan Obermiller | Director | 3 | $17,100 | $0 | $0 | $17,100 | 1 |
| Paul B Pinsonnault | Director | 3 | $15,900 | $0 | $0 | $15,900 | 2 |
| Marion Strauss | Director | 3 | $15,900 | $0 | $0 | $15,900 | 1 |
| Lisa Mick | Director | 3 | $13,800 | $0 | $0 | $13,800 | 1 |
| Kristine Rappe | Director | 3 | $12,525 | $0 | $0 | $12,525 | 1 |
| Archbishop Jerome E Listecki | Director | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| Sandra Dempsey | Director | 3 | $8,550 | $0 | $0 | $8,550 | 1 |
| Joseph G Kopinski | Director | 3 | $3,975 | $0 | $0 | $3,975 | 1 |
2016 · 29 people listed · 29 paid, $3.3M · 198 employees · 14,683 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William R O'Toole | President and Chief Executive Officer | 45 | $411,615 | $0 | $65,729 | $477,344 | 3 |
| Jeffrey B Tilley | Secretary and Chief Financial Officer | 45 | $225,614 | $0 | $24,680 | $250,294 | 1 |
| Rogelio Cabral | Vice President - Sales | 45 | $215,931 | $0 | $25,359 | $241,290 | 1 |
| Jeffrey R Piotrowski | Senior VP IT & Insurance Services | 45 | $199,916 | $0 | $28,235 | $228,151 | 1 |
| Kristin O'Connell | Regional Sales Manager | 45 | $165,043 | $0 | $29,841 | $194,884 | 2 |
| John T Borgen | Senior Vice President -Membership | 45 | $157,216 | $0 | $26,931 | $184,147 | 2 |
| John Callen | Chief Investment Officer | 45 | $157,843 | $0 | $23,161 | $181,004 | 1 |
| Kerry E Riemer | Controller | 45 | $135,390 | $0 | $26,105 | $161,495 | 1 |
| Frederick W Muenkel | Vice President - Insurance Services | 45 | $138,617 | $0 | $21,769 | $160,386 | 1 |
| Elizabeth E Gabrys | Vice President & Chief Actuary | 45 | $139,419 | $0 | $7,824 | $147,243 | 1 |
| Daniel Lloyd | Regional Sales Manager | 45 | $138,998 | $0 | $7,787 | $146,785 | 1 |
| Kristen L Mueller | Vice President - Human Resources | 45 | $125,752 | $0 | $13,788 | $139,540 | 1 |
| Ida Martinez | Director of Business Development | 45 | $108,047 | $0 | $25,061 | $133,108 | 1 |
| Joseph E Gadbois | Vice President Fraternal Outreach | 45 | $112,466 | $0 | $20,375 | $132,841 | 1 |
| Brian Brugger | Associate Actuary | 45 | $109,099 | $0 | $19,738 | $128,837 | 1 |
| Linda Hanson | Financial Actuary | 45 | $114,115 | $0 | $6,271 | $120,386 | 1 |
| John C Mack | Board member | 5 | $28,700 | $0 | $0 | $28,700 | 1 |
| Allan G Lorge | Board member | 4 | $23,000 | $0 | $0 | $23,000 | 1 |
| Patrick J Murphy | Board member | 4 | $20,000 | $0 | $0 | $20,000 | 1 |
| Dennis N Kabat | Board member | 3 | $17,100 | $0 | $0 | $17,100 | 1 |
| John F Kenawell | Board member | 3 | $17,100 | $0 | $0 | $17,100 | 1 |
| Michael Stivoric | Board member | 4 | $17,100 | $0 | $0 | $17,100 | 1 |
| Susan Obermiller | Board member | 3 | $16,850 | $0 | $0 | $16,850 | 1 |
| Kristine Rappe | Board member | 3 | $16,850 | $0 | $0 | $16,850 | 1 |
| David C Singer | Board member | 3 | $16,675 | $0 | $0 | $16,675 | 1 |
| Lisa Mick | Board member | 3 | $15,825 | $0 | $0 | $15,825 | 1 |
| Marion Strauss | Board member | 3 | $15,825 | $0 | $0 | $15,825 | 1 |
| Paul B Pinsonnault | Board member | 3 | $15,225 | $0 | $0 | $15,225 | 2 |
| Archbishop Jerome E Listecki | Board member | 1 | $11,625 | $0 | $0 | $11,625 | 1 |
2015 · 30 people listed · 30 paid, $2.6M · 212 employees · 16,332 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William R O'Toole | President and Chief Executive Officer | 45 | $343,339 | $0 | $63,942 | $407,281 | 3 |
| Kristin O'Connell | Regional Sales Manager | 45 | $225,924 | $0 | $22,728 | $248,652 | 2 |
| Jeffrey B Tilley | Secretary and Chief Financial Officer | 45 | $174,456 | $0 | $22,178 | $196,634 | 1 |
| Rogelio Cabral | Vice President - Sales | 45 | $142,577 | $0 | $24,759 | $167,336 | 1 |
| Frederick W Muenkel | Vice President - Insurance Services | 45 | $139,736 | $0 | $20,656 | $160,392 | 1 |
| John T Borgen | Senior Vice President -Membership | 45 | $133,683 | $0 | $24,759 | $158,442 | 2 |
| Michael Soczka | Regional Sales Manager | 45 | $135,974 | $0 | $6,364 | $142,338 | 1 |
| Kerry E Riemer | Controller | 45 | $113,648 | $0 | $23,435 | $137,083 | 1 |
| John Callen | Chief Investment Officer | 45 | $109,048 | $0 | $24,210 | $133,258 | 1 |
| Scott G Brost | Director Information Systems | 45 | $97,275 | $0 | $23,160 | $120,435 | 1 |
| Joseph E Gadbois | Vice President Fraternal Outreach | 45 | $97,290 | $0 | $18,177 | $115,467 | 1 |
| Elizabeth E Gabrys | Vice President & Chief Actuary | 45 | $107,203 | $0 | $5,343 | $112,546 | 1 |
| Philip Lamphear | Programmer Analyst - Lan Administrator | 45 | $77,526 | $0 | $22,875 | $100,401 | 1 |
| Les Driscoll | Programmer Analyst - Database Administrator | 45 | $78,656 | $0 | $17,962 | $96,618 | 1 |
| Kristen L Mueller | Vice President - Human Resources | 45 | $70,024 | $0 | $8,001 | $78,025 | 1 |
| Jeffrey R Piotrowski | Senior VP IT & Insurance Services | 45 | $23,940 | $0 | $4,212 | $28,152 | 1 |
| Robert N Dippold | Board member | 3 | $26,725 | $0 | $0 | $26,725 | 1 |
| John C Mack | Board member | 3 | $19,050 | $0 | $0 | $19,050 | 1 |
| Patrick J Murphy | Board member | 3 | $18,625 | $0 | $0 | $18,625 | 1 |
| Thomas W VanHimbergen | Board member | 3 | $18,625 | $0 | $0 | $18,625 | 4 |
| John F Kenawell | Board member | 3 | $17,525 | $0 | $0 | $17,525 | 1 |
| Carla C Breunig | Board member | 3 | $17,375 | $0 | $0 | $17,375 | 1 |
| Dennis N Kabat | Board member | 3 | $17,100 | $0 | $0 | $17,100 | 1 |
| Arthur W Wigchers | Board member | 3 | $16,925 | $0 | $0 | $16,925 | 4 |
| David C Singer | Board member | 3 | $16,675 | $0 | $0 | $16,675 | 1 |
| Mary E Baker | Board member | 3 | $16,250 | $0 | $0 | $16,250 | 1 |
| Michael Stivoric | Board member | 4 | $16,250 | $0 | $0 | $16,250 | 1 |
| Paul B Pinsonnault | Board member | 3 | $15,825 | $0 | $0 | $15,825 | 2 |
| Archbishop Jerome E Listecki | Board member | 1 | $12,500 | $0 | $0 | $12,500 | 1 |
| Donald W Layden | Board member | 3 | $7,525 | $0 | $0 | $7,525 | 1 |
2014 · 31 people listed · 31 paid, $2.7M · 228 employees · 15,428 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William O'Toole | President and Chief Executive Officer | 45 | $311,303 | $0 | $54,137 | $365,440 | 3 |
| Kristin O'Connell | Regional Sales Manager | 45 | $185,134 | $0 | $26,090 | $211,224 | 2 |
| Jeffrey Tilley | Secretary and Chief Financial Officer | 45 | $160,029 | $0 | $22,844 | $182,873 | 1 |
| Frederick Muenkel | Vice President - Insurance Services | 45 | $136,690 | $0 | $20,169 | $156,859 | 1 |
| Ismael Cardenas | Regional Sales Manager | 45 | $148,337 | $0 | $6,505 | $154,842 | 1 |
| John Borgen | Senior Vice President -Membership | 45 | $130,162 | $0 | $23,067 | $153,229 | 2 |
| Michael Soczka | Regional Sales Manager | 45 | $142,234 | $0 | $6,654 | $148,888 | 1 |
| Rogelio Cabral | Vice President - Sales | 45 | $119,607 | $0 | $23,300 | $142,907 | 1 |
| John Callen | Chief Investment Officer | 45 | $118,750 | $0 | $23,470 | $142,220 | 1 |
| Allan G Lorge | Secretary, Treasurer, Executive Vice President | 45 | $114,712 | $0 | $18,580 | $133,292 | 1 |
| Kerry Riemer | Controller | 45 | $106,550 | $0 | $23,784 | $130,334 | 1 |
| Donald Delo | Director Information Systems Development | 45 | $106,621 | $0 | $12,201 | $118,822 | 1 |
| Jim Schaefer | Regional Sales Manager | 45 | $99,500 | $0 | $17,413 | $116,913 | 1 |
| Joseph Gadbois | Vice President Fraternal Outreach | 45 | $95,030 | $0 | $18,506 | $113,536 | 1 |
| Elizabeth Emory Gabrys | Vice President & Chief Actuary | 45 | $105,277 | $0 | $5,095 | $110,372 | 1 |
| Lee Berg | Vice President - Marketing | 45 | $34,988 | $0 | $7,588 | $42,576 | 1 |
| Robert N Dippold | Board member | 3 | $23,025 | $0 | $0 | $23,025 | 1 |
| Patrick J Murphy | Board member | 4 | $17,800 | $0 | $0 | $17,800 | 1 |
| Arthur W Wigchers | Board member | 5 | $16,950 | $0 | $0 | $16,950 | 4 |
| John F Kenawell | Board member | 3 | $16,525 | $0 | $0 | $16,525 | 1 |
| John Mack | Board member | 3 | $15,675 | $0 | $0 | $15,675 | 1 |
| Carla Breunig | Board member | 3 | $15,500 | $0 | $0 | $15,500 | 1 |
| Thomas W VanHimbergen | Board member | 5 | $15,500 | $0 | $0 | $15,500 | 4 |
| Dennis Kabat | Board member | 3 | $15,250 | $0 | $0 | $15,250 | 1 |
| Michael Stivoric | Board member | 3 | $15,250 | $0 | $0 | $15,250 | 1 |
| William Dreyer | Board member | 3 | $14,825 | $0 | $0 | $14,825 | 1 |
| Donald Layden | Board member | 3 | $14,825 | $0 | $0 | $14,825 | 1 |
| Paul Pinsonnault | Board member | 3 | $14,400 | $0 | $0 | $14,400 | 2 |
| Mary E Baker | Board member | 3 | $14,225 | $0 | $0 | $14,225 | 1 |
| David Singer | Board member | 3 | $13,800 | $0 | $0 | $13,800 | 1 |
| Archbishop Jerome E Listecki | Board member | 1 | $11,500 | $0 | $0 | $11,500 | 1 |
2013 · 31 people listed · 31 paid, $2.8M · 230 employees · 15,250 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William R O'Toole | President & Chief Executive Officer | 45 | $311,377 | $0 | $56,100 | $367,477 | 3 |
| Allan G Lorge | Secretay/Treasury, Executive Vice President | 45 | $218,743 | $0 | $20,049 | $238,792 | 1 |
| James Schaefer | Regional Sales Manager | 0 | $158,907 | $0 | $17,848 | $176,755 | 1 |
| Jeffrey B Tilley | Vice President & Chief Financial Officer | 45 | $148,630 | $0 | $21,933 | $170,563 | 1 |
| Frederick W Muenkel | Vice President - Insurance Services | 45 | $144,499 | $0 | $17,684 | $162,183 | 1 |
| Michael G Soczka | Regional Sales Manager | 0 | $151,471 | $0 | $5,001 | $156,472 | 1 |
| Ismael Cardenas | Regional Sales Manager | 0 | $142,672 | $0 | $4,756 | $147,428 | 1 |
| John T Borgen | Senior VP Membership | 45 | $123,608 | $0 | $21,463 | $145,071 | 2 |
| Rogelio Cabral | Vice President - Sales | 45 | $121,119 | $0 | $21,030 | $142,149 | 1 |
| John Callen | Investment Officer | 45 | $114,226 | $0 | $21,218 | $135,444 | 1 |
| Paul Hill | Regional Sales Manager | 0 | $112,775 | $0 | $21,054 | $133,829 | 1 |
| Donald D Delo | Director I.S. Applications Development | 45 | $116,807 | $0 | $10,587 | $127,394 | 1 |
| Kerry Riemer | Controller | 45 | $106,420 | $0 | $20,011 | $126,431 | 1 |
| Lee F Berg | Vice President - Marketing | 45 | $100,840 | $0 | $20,388 | $121,228 | 1 |
| Elizabeth Emory Gabrys | Vice President - Chief Actuary | 30 | $114,216 | $0 | $3,951 | $118,167 | 1 |
| Joseph E Gadbois | Vice President - Fraternal Outreach | 45 | $94,474 | $0 | $16,027 | $110,501 | 1 |
| Thomas W VanHimbergen | Board member | 5 | $25,400 | $0 | $0 | $25,400 | 4 |
| Patrick J Murphy | Board member | 4 | $19,050 | $0 | $0 | $19,050 | 1 |
| Arthur W Wigchers | Board member | 5 | $17,350 | $0 | $0 | $17,350 | 4 |
| John F Kenawell | Board member | 3 | $16,925 | $0 | $0 | $16,925 | 1 |
| Robert N Dippold | Board member | 3 | $16,725 | $0 | $0 | $16,725 | 1 |
| William Dreyer | Board member | 3 | $16,300 | $0 | $0 | $16,300 | 1 |
| John Mack | Board member | 3 | $16,300 | $0 | $0 | $16,300 | 1 |
| Carla Breunig | Board member | 3 | $16,125 | $0 | $0 | $16,125 | 1 |
| Michael Stivoric | Board member | 3 | $15,450 | $0 | $0 | $15,450 | 1 |
| Dennis Kabat | Board member | 3 | $14,450 | $0 | $0 | $14,450 | 1 |
| David Singer | Board member | 3 | $14,175 | $0 | $0 | $14,175 | 1 |
| Mary E Baker | Board member | 3 | $14,000 | $0 | $0 | $14,000 | 1 |
| Paul Pinsonnault | Board member | 3 | $13,750 | $0 | $0 | $13,750 | 2 |
| Donald Layden | Board member | 3 | $13,175 | $0 | $0 | $13,175 | 1 |
| Archbishop Jerome E Listecki | Board member | 1 | $9,250 | $0 | $0 | $9,250 | 1 |
2012 · 37 people listed · 37 paid, $3.3M · 233 employees · 14,000 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| O'Toole William | President and CEO | 45 | $267,418 | $0 | $40,283 | $307,701 | 2 |
| Schaefer James | Regional Sales Manager | 0 | $225,260 | $0 | $19,034 | $244,294 | 1 |
| Lorge Allan G | Secretary/Treasurer and Executive VP | 45 | $207,885 | $0 | $20,148 | $228,033 | 1 |
| Soczka Michael G | Regional Sales Manager | 0 | $206,879 | $0 | $6,663 | $213,542 | 1 |
| Hill Paul | Regional Sales Manager | 0 | $163,736 | $0 | $22,640 | $186,376 | 1 |
| Long Jeffrey A | Regional Sales Manager | 0 | $154,107 | $0 | $21,234 | $175,341 | 1 |
| Cardenas Ismael | Regional Sales Manager | 0 | $158,474 | $0 | $5,229 | $163,703 | 1 |
| Muenkel Frederick W | VP Insurance Services | 45 | $144,499 | $0 | $17,668 | $162,167 | 1 |
| Tilley Jeffrey B | VP and Chief Financial Officer | 45 | $139,367 | $0 | $21,631 | $160,998 | 1 |
| Strasburg Daniel H | VP and Appointed Actuary | 45 | $141,437 | $0 | $16,890 | $158,327 | 1 |
| Cabral Rogelio | VP Sales | 45 | $119,056 | $0 | $20,778 | $139,834 | 1 |
| Unold Glen | VP Information Services | 45 | $127,660 | $0 | $4,887 | $132,547 | 1 |
| Lloyd Daniel T | Regional Sales Manager and former Officer | 45 | $112,039 | $0 | $19,948 | $131,987 | 2 |
| Callen John C | Investment Officer | 45 | $107,663 | $0 | $20,525 | $128,188 | 1 |
| Riemer Kerry E | Controller | 45 | $104,457 | $0 | $21,824 | $126,281 | 2 |
| Borgen John T | Sr VP Membership | 45 | $101,022 | $0 | $20,772 | $121,794 | 2 |
| Berg Lee F | VP Marketing | 45 | $98,543 | $0 | $20,136 | $118,679 | 2 |
| Gadbois Joseph E | VP Branch Activities | 45 | $93,786 | $0 | $15,843 | $109,629 | 1 |
| Gabrys Elizabeth Emory | VP and Chief Actuary | 45 | $90,022 | $0 | $2,171 | $92,193 | 1 |
| VanHimbergen Thomas W | Board member | 5 | $18,700 | $0 | $0 | $18,700 | 1 |
| Wigchers Arthur W | Board member | 5 | $13,400 | $0 | $0 | $13,400 | 1 |
| John Phyllis A | Board member | 4 | $11,500 | $0 | $0 | $11,500 | 1 |
| Murphy Patrick J | Board member | 4 | $11,250 | $0 | $0 | $11,250 | 1 |
| Kenawell John F | Board member | 3 | $10,750 | $0 | $0 | $10,750 | 1 |
| Stelken Janet A | Board member | 4 | $10,700 | $0 | $0 | $10,700 | 1 |
| Breunig Carla | Board member | 3 | $10,650 | $0 | $0 | $10,650 | 1 |
| Rebek Chuck | Board member | 3 | $10,300 | $0 | $0 | $10,300 | 1 |
| Dreyer William | Board member | 3 | $10,000 | $0 | $0 | $10,000 | 1 |
| Pinsonnault Paul | Board member | 3 | $9,300 | $0 | $0 | $9,300 | 1 |
| Layden Donald | Board member | 3 | $9,250 | $0 | $0 | $9,250 | 1 |
| Mack John C | Board member | 3 | $9,050 | $0 | $0 | $9,050 | 1 |
| Dippold Robert N | Board member | 3 | $8,900 | $0 | $0 | $8,900 | 1 |
| Baker Mary E | Board member | 3 | $8,500 | $0 | $0 | $8,500 | 1 |
| Jandrin Mildred | Board member | 3 | $8,500 | $0 | $0 | $8,500 | 1 |
| Kabat Dennis | Board member | 3 | $8,500 | $0 | $0 | $8,500 | 1 |
| Listecki Archbishop Jerome E | Board member | 1 | $8,500 | $0 | $0 | $8,500 | 1 |
| Auclair Alphonse Raymond | Board member | 3 | $1,125 | $0 | $0 | $1,125 | 1 |
2011 · 37 people listed · 37 paid, $3.3M · 275 employees · 14,000 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William O'Toole | President & CEO | 45 | $262,971 | $0 | $35,053 | $298,024 | 3 |
| James Schaefer | Regional Sales Manager | 0 | $206,798 | $0 | $31,401 | $238,199 | 1 |
| Allan G Lorge | Secretary/Treasurer, Executive VP | 45 | $206,546 | $0 | $28,514 | $235,060 | 1 |
| Dan Strasburg | VP and Chief Actuary | 45 | $177,751 | $0 | $29,714 | $207,465 | 1 |
| Paul Hill | Regional Sales Manager | 0 | $172,299 | $0 | $27,256 | $199,555 | 1 |
| Jeff Long | Regional Sales Manager | 0 | $156,655 | $0 | $27,583 | $184,238 | 1 |
| Mike Soczka | Regional Sales Manager | 0 | $159,200 | $0 | $11,532 | $170,732 | 1 |
| Fred Muenkel | VP Insurance Services | 45 | $143,726 | $0 | $24,443 | $168,169 | 1 |
| Jeffrey B Tilley | VP and Chief Financial Officer | 45 | $119,875 | $0 | $26,752 | $146,627 | 1 |
| Glen Unold | VP Information Services | 45 | $139,463 | $0 | $5,574 | $145,037 | 1 |
| Rogelio Cabral | VP Sales | 45 | $116,640 | $0 | $26,534 | $143,174 | 1 |
| Dan Lloyd | Regional Sales Manager and former Officer | 45 | $115,185 | $0 | $24,162 | $139,347 | 1 |
| Kerry Riemer | Controller | 45 | $107,079 | $0 | $25,115 | $132,194 | 1 |
| Ish Cardenas | Regional Sales Manager | 0 | $126,274 | $0 | $3,955 | $130,229 | 1 |
| Lee Berg | VP Marketing | 45 | $96,532 | $0 | $24,568 | $121,100 | 1 |
| John Borgen | VP Fraternal and Member Services | 45 | $98,078 | $0 | $17,620 | $115,698 | 2 |
| Kim Ingram | VP Membership Development | 45 | $88,935 | $0 | $25,052 | $113,987 | 1 |
| Joseph E Gadbois | VP Fraternal Outreach | 45 | $97,174 | $0 | $14,849 | $112,023 | 1 |
| John Callen | Investment Officer | 45 | $53,635 | $0 | $10,902 | $64,537 | 1 |
| Thomas W VanHimbergen | Board member | 5 | $17,900 | $0 | $0 | $17,900 | 4 |
| Phyllis A John | Board member | 4 | $12,600 | $0 | $0 | $12,600 | 1 |
| Arthur W Wigchers | Board member | 5 | $12,600 | $0 | $0 | $12,600 | 4 |
| John F Kenawell | Board member | 3 | $12,000 | $0 | $0 | $12,000 | 1 |
| Patrick Murphy | Board member | 4 | $11,750 | $0 | $0 | $11,750 | 1 |
| Janet A Stelken | Board member | 4 | $11,250 | $0 | $0 | $11,250 | 1 |
| William Dreyer | Board member | 3 | $10,350 | $0 | $0 | $10,350 | 1 |
| Mary Bowser | Board member | 3 | $10,100 | $0 | $0 | $10,100 | 1 |
| Mary E Baker | Board member | 3 | $10,000 | $0 | $0 | $10,000 | 1 |
| Carla Breunig | Board member | 3 | $9,950 | $0 | $0 | $9,950 | 1 |
| Robert N Dippold | Board member | 3 | $9,900 | $0 | $0 | $9,900 | 1 |
| Paul Pinsonnault | Board member | 3 | $9,900 | $0 | $0 | $9,900 | 2 |
| Mildred Jandrin | Board member | 3 | $9,800 | $0 | $0 | $9,800 | 1 |
| Dennis Kabat | Board member | 3 | $9,800 | $0 | $0 | $9,800 | 1 |
| Alphonse Raymond Auclair | Board member | 3 | $9,500 | $0 | $0 | $9,500 | 1 |
| Chuck Rebek | Board member | 3 | $9,500 | $0 | $0 | $9,500 | 1 |
| Archbishop Jerome Listecki | Board member | 1 | $8,500 | $0 | $0 | $8,500 | 1 |
| Donald Layden | Board member | 3 | $7,950 | $0 | $0 | $7,950 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLINGTON MANAGEMENT CO LLP | Boston, MA | INVESTMENT MANAGEMENT | $1,080,871 |
| MTI CONNECT LLC | MILWAUKEE, WI | PRINT AND MAIL | $377,512 |
| DEBEVOISE & PLIMPTON LLP | NEW YORK, NY | LEGAL SERVICES | $351,526 |
| RIAD HASAN | AUSTIN, TX | CONSULTING | $285,750 |
| SMARTFINANCIAL SOLUTIONS | ST PAUL, MN | FINANCIAL SERVICES | $212,339 |
2023 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLINGTON MANAGEMENT CO LLP | Boston, MA | Investment management | $1,088,005 |
| ASSET ALLOCATION & MANAGEMENT CO LLC | Chicago, IL | Investment management | $272,542 |
| DEER DISTRICT LLC | Milwaukee, WI | Event hosting | $180,317 |
| TUXEDO INS AGENCY INC | Cleveland, OH | Insurance | $173,293 |
| STROHM BALLWEG LLP | Middleton, WI | Audit services and consulting | $163,874 |
2022 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLINGTON MANAGEMENT CO LLP | Boston, MA | Investment management | $994,804 |
| REINHART BOERNER VAN DEUREN SC | Milwaukee, WI | Legal services | $207,264 |
| MILWAUKEE CITY CENTER LLC | Milwaukee, WI | Event hosting | $195,650 |
| DATAMATION IMAGING SERVICES CORP | Willowbrook, IL | Business process outsourcing, and document scanning services | $193,926 |
| STROHM BALLWEG LLP | Middletong, WI | Audit services and consulting | $160,651 |
2021 · 5 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLINGTON MANAGEMENT CO LLP | Boston, MA | Investment management | $1,097,804 |
| ASSET ALLOCATION & MANAGEMENT CO LLC | Chicago, IL | Investment management | $614,695 |
| JOHN AUGUSTINE | Milwaukee, WI | Sales Advisor | $196,324 |
| AMERICAN BENEFIT LLC | La Crosse, WI | Independent insurance agency | $196,187 |
| KAREN STILES | Milwaukee, WI | Sales Advisor | $180,304 |
2020 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLINGTON MANAGEMENT CO LLP | Boston, MA | Investment management | $1,157,058 |
| AMERICAN BENEFIT LLC | La Crosse, WI | Independent insurance agency | $252,913 |
| JOHN AUGUSTINE | New Berlin, WI | Sales Advisor | $181,382 |
| KAREN STILES | Milwaukee, WI | Sales Advisor | $160,217 |
| STROHM BALLWEG LLP | Middleton, WI | Auditors | $148,466 |
2019 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLINGTON MANAGEMENT CO LLP | Newark, NJ | Investment management | $1,081,373 |
| AMERICAN BENEFIT LLC | La Crosse, WI | Independent insurance agency | $309,338 |
| JOHN AUGUSTINE | New Berlin, WI | Sales advisor | $206,354 |
| STROHM BALLWEG LLP | Middleton, WI | Auditors | $200,029 |
| PAUL HILL | Milwaukee, WI | Sales advisor | $170,632 |
2018 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Wellington Management CO LLP | Newark, NJ | Investment management | $1,067,176 |
| American Benefit LLC | La Crosse, WI | Independent insurance agent | $354,497 |
| John Augustine | New Berlin, WI | Sales advisor | $215,665 |
| Paul Hill | Milwaukee, WI | Sales advisor | $197,648 |
| Griffith Ballard & Co | Cedar Rapids, IA | Financial services | $169,326 |
2017 · 5 contractors · $2.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| Wellington Management Co LLP | Newark, NJ | Investment management | $1,068,852 |
| American Benefit LLC | Norfolk, NE | Independent insurance agent | $487,754 |
| Asset Allocation & Management Co LLC | Chicago, IL | Investment management | $285,127 |
| John Augustine | New Berlin, WI | Sales advisor | $273,889 |
| Ernst & Young LLP | Chicago, IL | Financial services | $273,500 |
2016 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Wellington Management Co LLP | Newark, NJ | Investment management | $1,062,652 |
| Richard Kremel | New Berlin, WI | Sales Advisor | $234,428 |
| John Augustine | New Berlin, WI | Sales Advisor | $234,097 |
| Matthew Tomlinson | Grayslake, IL | Sales Advisor | $145,894 |
| James Piette | Green Bay, WI | Sales Advisor | $139,569 |
2015 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Wellington Management Co LLP | Newark, NJ | Investment management | $1,018,271 |
| Sungard Iworks LLC | Alpharetta, GA | Accounting solutions | $239,400 |
| John Augustine | New Berlin, WI | Sales Advisor | $218,291 |
| Milwaukee City Center LLC | Milwaukee, WI | Event hosting | $200,014 |
| Karen Stiles | Milwaukee, WI | Sales Advisor | $121,454 |
2014 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Wellington Management Co LLP | Newark, NJ | Investment management | $1,018,271 |
| Ernst & Young LLP | Chicago, IL | Audit | $239,400 |
| Sungard Iworks LLC | Alpharetta, GA | Accounting solutions | $200,014 |
| John Augustine | New Berlin, WI | Sales Advisor | $154,008 |
| Cory Gates | LaCrosse, WI | Sales Advisor | $149,608 |
2013 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Wellington Management Co LLP | Investment management | $1,012,885 | |
| Sungard Iworks LLC | Accounting solutions | $207,371 | |
| Kristin O'Connell | Advisor | $200,594 | |
| William Klein | Advisor | $177,456 | |
| James Piette CLU CHFC FIC | Advisor | $174,404 |
2012 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Wellington Management Company LLC | Boston, MA | Investment management | $960,289 |
| Augustine John | Waukesha, WI | Sales representative | $344,331 |
| Klein William | Madison, WI | Sales representative | $312,694 |
| Piette James | Green Bay, WI | Sales representative | $201,056 |
| Kremel Rick | Waukesha, WI | Sales representative | $192,882 |
2011 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Wellington Management Company LLC | Boston, MA | Investment management | $719,614 |
| Klein William | Madison, WI | Sales representative | $306,918 |
| Augustine John | Waukesha, WI | Sales representative | $287,127 |
| Piette James | Green Bay, WI | Sales representative | $279,884 |
| Sells Printing Company LLC | Milwaukee, WI | Printing services | $208,576 |
State business registration
- TRUSTED FRATERNAL LIFE, INC. FL, Foreign nonprofit corporation (FORNP), Active, formed 2010-08-26
The same business name in the same state, from the state’s official registry data.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 9 grants to organizations · $357K
Listed grants add up to $356,712; the return's “grants paid” expense line says $1,149,097. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 10 grants to organizations · $323K
Listed grants add up to $323,254; the return's “grants paid” expense line says $1,168,381. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 10 grants to organizations · $358K
Listed grants add up to $357,975; the return's “grants paid” expense line says $1,086,364. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 20 grants to organizations · $629K
Listed grants add up to $628,603; the return's “grants paid” expense line says $1,289,052. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 10 grants to organizations · $185K
Listed grants add up to $185,457; the return's “grants paid” expense line says $906,181. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 13 grants to organizations · $357K
Listed grants add up to $356,767; the return's “grants paid” expense line says $1,138,206. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 9 grants to organizations · $231K
Listed grants add up to $231,169; the return's “grants paid” expense line says $958,440. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 15 grants to organizations · $344K
Listed grants add up to $344,163; the return's “grants paid” expense line says $1,040,946. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 15 grants to organizations · $700K
Listed grants add up to $699,915; the return's “grants paid” expense line says $1,222,381. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 9 grants to organizations · $409K
Listed grants add up to $409,129; the return's “grants paid” expense line says $1,222,381. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 7 grants to organizations · $249K
Listed grants add up to $249,011; the return's “grants paid” expense line says $1,136,939. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 7 grants to organizations · $288K
Listed grants add up to $288,098; the return's “grants paid” expense line says $1,154,488. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 2 grants to organizations · $83K
Listed grants add up to $83,486; the return's “grants paid” expense line says $1,010,995. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $162,824,762 | $158,715,741 | $1,905,498,742 | $161,517,699 | $1,720 | $77,439,406 | $4,127,885 | 176 | 14,316 |
| 2023 · Form 990 | ||||||||
| $161,829,151 | $151,748,838 | $1,731,339,776 | $138,363,367 | $1,730 | $84,939,256 | $3,607,343 | 135 | 11,948 |
| 2022 · Form 990 | ||||||||
| $127,605,313 | $118,686,636 | $1,688,153,935 | $133,771,483 | $1,860 | $58,227,341 | $3,802,887 | 128 | 11,351 |
| 2021 · Form 990 | ||||||||
| $138,292,152 | $127,105,719 | $1,696,774,589 | $123,985,613 | $2,170 | $62,874,361 | $3,591,822 | 138 | 8,998 |
| 2020 · Form 990 | ||||||||
| $141,566,619 | $127,613,237 | $1,683,228,815 | $114,127,622 | $2,380 | $63,070,141 | $1,170,773 | 155 | 5,675 |
| 2019 · Form 990 | ||||||||
| $154,766,865 | $146,089,742 | $1,678,942,715 | $109,240,783 | $2,480 | $79,655,998 | $3,497,005 | 184 | 16,205 |
| 2018 · Form 990 | ||||||||
| $156,982,865 | $142,675,339 | $1,653,316,399 | $99,357,420 | $2,770 | $79,754,548 | $3,694,920 | 199 | 15,289 |
| 2017 · Form 990 | ||||||||
| $157,387,126 | $145,334,684 | $1,641,577,299 | $88,051,947 | $2,830 | $78,713,394 | $4,011,346 | 192 | 16,576 |
| 2016 · Form 990 | ||||||||
| $139,343,312 | $127,723,135 | $1,417,204,684 | $70,783,813 | $3,110 | $70,793,080 | $3,259,608 | 198 | 14,683 |
| 2015 · Form 990 | ||||||||
| $127,490,089 | $117,845,267 | $1,378,099,759 | $57,602,613 | $3,440 | $61,686,561 | $2,640,035 | 212 | 16,332 |
| 2014 · Form 990 | ||||||||
| $129,044,544 | $118,286,105 | $1,350,071,147 | $45,993,651 | $3,970 | $63,593,231 | $2,623,357 | 228 | 15,428 |
| 2013 · Form 990 | ||||||||
| $129,344,076 | $122,156,498 | $1,320,445,745 | $43,152,224 | $4,330 | $65,578,156 | $2,818,309 | 230 | 15,250 |
| 2012 · Form 990 | ||||||||
| $143,126,927 | $140,363,751 | $1,288,204,173 | $30,819,724 | $5,210 | $82,734,288 | $3,280,489 | 233 | 14,000 |
| 2011 · Form 990 | ||||||||
| $153,256,924 | $151,149,075 | $1,242,691,239 | $27,950,618 | $5,900 | $96,336,162 | $6,637,420 | 275 | 14,000 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- WOMAN'S LIFE INSURANCE SOCIETY Port Huron, MI · 3 people in common (Christopher J Martin, Janet J Carmody, Julie B Langolf)
- CATHOLIC FINANCIAL LIFE FOUNDATION INC Milwaukee, WI · 3 people in common (John T Borgen, Sara J Walker, William R O'Toole) · related organization (Schedule R)
- CARDINAL STRITCH UNIVERSITY INC Wauwatosa, WI · 1 person in common (William R O'Toole)
- UNION SAINT JEAN BAPTISTE SAINT JEAN BAPTISTE EDUCATIONAL FOUNDATI Woonsocket, RI · related organization (Schedule R)
Funders of this organization
1 grantor reported grants to this organization, $108,484 in all, tax years 2020 to 2020. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC FINANCIAL LIFE FOUNDATION INC | DAF sponsor | Exact | 2020 | 2 | $108,484 | 2020 | $108,484 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CSA FRATERNAL LIFE | IL | Not reported | $16,575,080 | $17,973,484 | Director/President | $249,193 | Similar name, revenue within 10x |
| W S A FRATERNAL LIFE | CO | Not reported | $2,296,962 | $2,448,062 | PRES/CEO | $107,392 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Grantors that funded the 2 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| HOLECEK CHARITABLE FOUNDATION INC | Private foundation | $3,000 | 2 | 1 | 2024–2025 | CSA FRATERNAL LIFE |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $158,715,741 spent · pay $14,033,717 · grants $1,149,097 · events $456,740
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $120,679,778 | $120,679,778 | - | - | 76.0% | |
| All other expenses | $7,198,489 | $7,198,489 | - | - | 4.5% | |
| Other salaries and wages | $6,001,728 | $6,001,728 | - | - | 3.8% | |
| Other (as described) | Commissions | $4,308,874 | $4,308,874 | $0 | $0 | 2.7% |
| Pay: officers, directors, trustees, key employees | $4,127,885 | $4,127,885 | - | - | 2.6% | |
| Other employee benefits | $2,729,323 | $2,729,323 | - | - | 1.7% | |
| Depreciation and depletion | $2,405,835 | $2,405,835 | - | - | 1.5% | |
| Fees: other services | $1,837,941 | $1,837,941 | - | - | 1.2% | |
| Other (as described) | One time merger expenses | $1,538,100 | $1,538,100 | $0 | $0 | 1.0% |
| Payroll taxes | $1,174,257 | $1,174,257 | - | - | 0.7% | |
| Other (as described) | Field representatives expenses | $1,144,701 | $1,144,701 | $0 | $0 | 0.7% |
| Occupancy | $1,120,208 | $1,120,208 | - | - | 0.7% | |
| Grants to US organizations and governments | $805,169 | $805,169 | - | - | 0.5% | |
| Advertising and promotion | $653,723 | $653,723 | - | - | 0.4% | |
| Fees: management | $612,892 | $612,892 | - | - | 0.4% | |
| Travel | $584,038 | $584,038 | - | - | 0.4% | |
| Conferences, conventions and meetings | $456,740 | $456,740 | - | - | 0.3% | |
| Fees: legal | $369,490 | $369,490 | - | - | 0.2% | |
| Grants to US individuals | $343,928 | $343,928 | - | - | 0.2% | |
| Other (as described) | Fraternal expenses | $219,983 | $219,983 | $0 | $0 | 0.1% |
| Payments to affiliates | $211,833 | $211,833 | - | - | 0.1% | |
| Insurance | $176,359 | $176,359 | - | - | 0.1% | |
| Office expenses | $13,943 | $13,943 | - | - | 0.0% | |
| Pension plan contributions | $524 | $524 | - | - | 0.0% | |
| Total | $158,715,741 | 100% |
2023 · Form 990 · $151,748,838 spent · pay $10,036,385 · grants $1,168,381 · events $580,503
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $122,860,095 | $122,860,095 | - | - | 81.0% | |
| Other (as described) | Other expenses | $5,590,753 | $5,590,753 | $0 | $0 | 3.7% |
| Other (as described) | Commissions | $4,953,609 | $4,953,609 | $0 | $0 | 3.3% |
| Pay: officers, directors, trustees, key employees | $3,607,343 | $3,607,343 | $0 | $0 | 2.4% | |
| Other salaries and wages | $3,117,603 | $3,117,603 | $0 | $0 | 2.1% | |
| Other employee benefits | $2,511,143 | $2,511,143 | $0 | $0 | 1.7% | |
| Other (as described) | Field representatives expenses | $1,465,140 | $1,465,140 | $0 | $0 | 1.0% |
| Depreciation and depletion | $1,298,831 | $1,298,831 | $0 | $0 | 0.9% | |
| Grants to US organizations and governments | $933,696 | $933,696 | - | - | 0.6% | |
| Information technology | $861,654 | $861,654 | $0 | $0 | 0.6% | |
| Payroll taxes | $800,296 | $800,296 | $0 | $0 | 0.5% | |
| Occupancy | $755,288 | $755,288 | $0 | $0 | 0.5% | |
| Conferences, conventions and meetings | $580,503 | $580,503 | $0 | $0 | 0.4% | |
| Fees: other services | $572,303 | $572,303 | $0 | $0 | 0.4% | |
| Travel | $328,731 | $328,731 | $0 | $0 | 0.2% | |
| Advertising and promotion | $317,997 | $317,997 | $0 | $0 | 0.2% | |
| Fees: accounting | $245,664 | $245,664 | $0 | $0 | 0.2% | |
| Grants to US individuals | $234,685 | $234,685 | - | - | 0.2% | |
| Payments to affiliates | $223,416 | $223,416 | $0 | $0 | 0.1% | |
| Insurance | $133,430 | $133,430 | $0 | $0 | 0.1% | |
| Fees: legal | $131,210 | $131,210 | $0 | $0 | 0.1% | |
| Office expenses | $119,485 | $119,485 | $0 | $0 | 0.1% | |
| Other (as described) | Fraternal expenses | $105,963 | $105,963 | $0 | $0 | 0.1% |
| Total | $151,748,838 | 100% |
2022 · Form 990 · $118,686,636 spent · pay $9,279,849 · grants $1,086,364 · events $394,438
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $95,849,147 | $95,849,147 | - | - | 80.8% | |
| Pay: officers, directors, trustees, key employees | $3,802,887 | $3,802,887 | - | - | 3.2% | |
| Other (as described) | Commissions | $3,095,490 | $3,095,490 | $0 | $0 | 2.6% |
| Other salaries and wages | $2,715,682 | $2,715,682 | - | - | 2.3% | |
| Other (as described) | Other Expenses | $2,664,776 | $2,664,776 | $0 | $0 | 2.2% |
| Other employee benefits | $2,069,905 | $2,069,905 | - | - | 1.7% | |
| Depreciation and depletion | $1,076,537 | $1,076,537 | - | - | 0.9% | |
| Other (as described) | Field Representatives Expenses | $985,221 | $985,221 | $0 | $0 | 0.8% |
| Grants to US organizations and governments | $879,651 | $879,651 | - | - | 0.7% | |
| Fees: other services | $820,190 | $820,190 | - | - | 0.7% | |
| Occupancy | $792,508 | $792,508 | - | - | 0.7% | |
| Information technology | $738,481 | $738,481 | - | - | 0.6% | |
| Payroll taxes | $691,375 | $691,375 | - | - | 0.6% | |
| Conferences, conventions and meetings | $394,438 | $394,438 | - | - | 0.3% | |
| Advertising and promotion | $342,776 | $342,776 | - | - | 0.3% | |
| Travel | $323,911 | $323,911 | - | - | 0.3% | |
| Fees: legal | $305,416 | $305,416 | - | - | 0.3% | |
| Payments to affiliates | $278,310 | $278,310 | - | - | 0.2% | |
| Fees: accounting | $223,914 | $223,914 | - | - | 0.2% | |
| Grants to US individuals | $206,713 | $206,713 | - | - | 0.2% | |
| Other (as described) | Fraternal Expenses | $170,633 | $170,633 | $0 | $0 | 0.1% |
| Insurance | $139,388 | $139,388 | - | - | 0.1% | |
| Office expenses | $119,287 | $119,287 | - | - | 0.1% | |
| Total | $118,686,636 | 100% |
2021 · Form 990 · $127,105,719 spent · pay $8,242,465 · grants $1,289,052 · events $437,777
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $104,748,305 | $104,748,305 | - | - | 82.4% | |
| Pay: officers, directors, trustees, key employees | $3,591,822 | $3,591,822 | $0 | $0 | 2.8% | |
| Other (as described) | Commissions | $3,216,325 | $3,216,325 | $0 | $0 | 2.5% |
| Other (as described) | Other expenses | $3,109,175 | $3,109,175 | $0 | $0 | 2.4% |
| Other salaries and wages | $2,691,982 | $2,691,982 | $0 | $0 | 2.1% | |
| Other employee benefits | $1,239,666 | $1,239,666 | $0 | $0 | 1.0% | |
| Fees: other services | $1,154,108 | $1,154,108 | $0 | $0 | 0.9% | |
| Grants to US organizations and governments | $1,061,986 | $1,061,986 | - | - | 0.8% | |
| Depreciation and depletion | $1,033,474 | $1,033,474 | - | - | 0.8% | |
| Other (as described) | Field representative expenses | $888,066 | $888,066 | $0 | $0 | 0.7% |
| Occupancy | $812,040 | $812,040 | - | - | 0.6% | |
| Information technology | $764,276 | $764,276 | - | - | 0.6% | |
| Payroll taxes | $718,995 | $718,995 | $0 | $0 | 0.6% | |
| Conferences, conventions and meetings | $437,777 | $437,777 | - | - | 0.3% | |
| Fees: accounting | $288,031 | $288,031 | $0 | $0 | 0.2% | |
| Payments to affiliates | $239,496 | $239,496 | - | - | 0.2% | |
| Grants to US individuals | $227,066 | $227,066 | - | - | 0.2% | |
| Advertising and promotion | $191,451 | $191,451 | $0 | $0 | 0.2% | |
| Insurance | $167,077 | $167,077 | - | - | 0.1% | |
| Travel | $156,882 | $156,882 | - | - | 0.1% | |
| Fees: legal | $137,532 | $137,532 | $0 | $0 | 0.1% | |
| Other (as described) | Fraternal expenses | $128,760 | $128,760 | $0 | $0 | 0.1% |
| Office expenses | $101,427 | $101,427 | - | - | 0.1% | |
| Total | $127,105,719 | 100% |
2020 · Form 990 · $127,613,237 spent · pay $8,755,222 · grants $906,181 · events $154,130
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $106,089,188 | $106,089,188 | - | - | 83.1% | |
| Other salaries and wages | $6,810,404 | $6,810,404 | - | - | 5.3% | |
| Other (as described) | Commissions | $3,332,458 | $3,332,458 | $0 | $0 | 2.6% |
| Other (as described) | Other expenses | $2,689,821 | $2,689,821 | $0 | $0 | 2.1% |
| Pay: officers, directors, trustees, key employees | $1,170,773 | $1,170,773 | - | - | 0.9% | |
| Other (as described) | Field representatives expenses | $1,033,267 | $1,033,267 | $0 | $0 | 0.8% |
| Depreciation and depletion | $992,991 | $992,991 | $0 | $0 | 0.8% | |
| Fees: other services | $839,878 | $839,878 | $0 | $0 | 0.7% | |
| Occupancy | $839,784 | $839,784 | $0 | $0 | 0.7% | |
| Payroll taxes | $774,045 | $774,045 | $0 | $0 | 0.6% | |
| Information technology | $718,383 | $718,383 | $0 | $0 | 0.6% | |
| Grants to US organizations and governments | $650,385 | $650,385 | - | - | 0.5% | |
| Advertising and promotion | $269,736 | $269,736 | $0 | $0 | 0.2% | |
| Fees: accounting | $264,994 | $264,994 | $0 | $0 | 0.2% | |
| Grants to US individuals | $255,796 | $255,796 | - | - | 0.2% | |
| Payments to affiliates | $225,811 | $225,811 | $0 | $0 | 0.2% | |
| Conferences, conventions and meetings | $154,130 | $154,130 | $0 | $0 | 0.1% | |
| Fees: legal | $144,365 | $144,365 | $0 | $0 | 0.1% | |
| Travel | $114,953 | $114,953 | $0 | $0 | 0.1% | |
| Insurance | $104,891 | $104,891 | $0 | $0 | 0.1% | |
| Office expenses | $93,308 | $93,308 | $0 | $0 | 0.1% | |
| Other (as described) | Fraternal expenses | $43,876 | $43,876 | $0 | $0 | 0.0% |
| Total | $127,613,237 | 100% |
2019 · Form 990 · $146,089,742 spent · pay $10,451,588 · grants $1,138,206 · events $421,519
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $119,833,598 | $119,833,598 | - | - | 82.0% | |
| Other (as described) | Commissions | $4,204,676 | $4,204,676 | $0 | $0 | 2.9% |
| Other salaries and wages | $4,068,943 | $4,068,943 | $0 | $0 | 2.8% | |
| Pay: officers, directors, trustees, key employees | $3,497,005 | $3,497,005 | - | - | 2.4% | |
| Other (as described) | Other expenses | $2,767,548 | $2,767,548 | $0 | $0 | 1.9% |
| Other (as described) | Field representatives expenses | $1,760,984 | $1,760,984 | $0 | $0 | 1.2% |
| Other employee benefits | $1,430,082 | $1,430,082 | $0 | $0 | 1.0% | |
| Fees: other services | $1,073,365 | $1,073,365 | $0 | $0 | 0.7% | |
| Grants to US organizations and governments | $937,446 | $937,446 | - | - | 0.6% | |
| Depreciation and depletion | $936,182 | $936,182 | $0 | $0 | 0.6% | |
| Payroll taxes | $832,768 | $832,768 | $0 | $0 | 0.6% | |
| Occupancy | $828,525 | $828,525 | $0 | $0 | 0.6% | |
| Advertising and promotion | $718,867 | $718,867 | $0 | $0 | 0.5% | |
| Pension plan contributions | $622,790 | $622,790 | $0 | $0 | 0.4% | |
| Information technology | $614,446 | $614,446 | $0 | $0 | 0.4% | |
| Conferences, conventions and meetings | $421,519 | $421,519 | $0 | $0 | 0.3% | |
| Payments to affiliates | $317,850 | $317,850 | $0 | $0 | 0.2% | |
| Travel | $295,536 | $295,536 | $0 | $0 | 0.2% | |
| Grants to US individuals | $200,760 | $200,760 | - | - | 0.1% | |
| Fees: legal | $173,695 | $173,695 | $0 | $0 | 0.1% | |
| Fees: accounting | $165,132 | $165,132 | $0 | $0 | 0.1% | |
| Other (as described) | Fraternal expenses | $151,037 | $151,037 | $0 | $0 | 0.1% |
| Office expenses | $134,160 | $134,160 | $0 | $0 | 0.1% | |
| Insurance | $102,828 | $102,828 | $0 | $0 | 0.1% | |
| Total | $146,089,742 | 100% |
2018 · Form 990 · $142,675,339 spent · pay $9,615,800 · grants $958,440 · events $336,269
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $117,879,959 | $117,879,959 | - | - | 82.6% | |
| Other (as described) | Commissions | $4,323,919 | $4,323,919 | $0 | $0 | 3.0% |
| Pay: officers, directors, trustees, key employees | $3,694,920 | $3,694,920 | $0 | $0 | 2.6% | |
| Other salaries and wages | $3,677,296 | $3,677,296 | $0 | $0 | 2.6% | |
| Other (as described) | Other expenses | $2,759,709 | $2,759,709 | $0 | $0 | 1.9% |
| Other (as described) | Field Representative Expense | $1,457,609 | $1,457,609 | $0 | $0 | 1.0% |
| Other employee benefits | $1,084,101 | $1,084,101 | $0 | $0 | 0.8% | |
| Fees: other services | $976,075 | $976,075 | $0 | $0 | 0.7% | |
| Occupancy | $883,239 | $883,239 | $0 | $0 | 0.6% | |
| Depreciation and depletion | $818,905 | $818,905 | $0 | $0 | 0.6% | |
| Payroll taxes | $817,512 | $817,512 | $0 | $0 | 0.6% | |
| Grants to US organizations and governments | $758,352 | $758,352 | - | - | 0.5% | |
| Advertising and promotion | $630,242 | $630,242 | $0 | $0 | 0.4% | |
| Information technology | $594,577 | $594,577 | $0 | $0 | 0.4% | |
| Pension plan contributions | $341,971 | $341,971 | $0 | $0 | 0.2% | |
| Conferences, conventions and meetings | $336,269 | $336,269 | $0 | $0 | 0.2% | |
| Payments to affiliates | $325,497 | $325,497 | $0 | $0 | 0.2% | |
| Travel | $243,218 | $243,218 | $0 | $0 | 0.2% | |
| Other (as described) | Merger related expenses | $223,024 | $223,024 | $0 | $0 | 0.2% |
| Fees: legal | $212,853 | $212,853 | $0 | $0 | 0.1% | |
| Grants to US individuals | $200,088 | $200,088 | - | - | 0.1% | |
| Fees: accounting | $186,017 | $186,017 | $0 | $0 | 0.1% | |
| Office expenses | $146,476 | $146,476 | $0 | $0 | 0.1% | |
| Insurance | $103,511 | $103,511 | $0 | $0 | 0.1% | |
| Total | $142,675,339 | 100% |
2017 · Form 990 · $145,334,684 spent · pay $11,310,921 · grants $1,040,946 · events $387,234
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $116,505,311 | $116,505,311 | - | - | 80.2% | |
| Other (as described) | Commissions | $4,351,726 | $4,351,726 | $0 | $0 | 3.0% |
| Other salaries and wages | $4,192,764 | $4,192,764 | $0 | $0 | 2.9% | |
| Pay: officers, directors, trustees, key employees | $4,011,346 | $4,011,346 | $0 | $0 | 2.8% | |
| Other (as described) | Other Expenses | $3,242,025 | $3,242,025 | $0 | $0 | 2.2% |
| Other (as described) | Merger Related Expenses | $2,142,643 | $2,142,643 | $0 | $0 | 1.5% |
| Other (as described) | Field Representatives Expenses | $1,602,443 | $1,602,443 | $0 | $0 | 1.1% |
| Other employee benefits | $1,358,458 | $1,358,458 | $0 | $0 | 0.9% | |
| Occupancy | $975,791 | $975,791 | $0 | $0 | 0.7% | |
| Payroll taxes | $953,730 | $953,730 | $0 | $0 | 0.7% | |
| Grants to US organizations and governments | $856,425 | $856,425 | - | - | 0.6% | |
| Depreciation and depletion | $817,942 | $817,942 | $0 | $0 | 0.6% | |
| Pension plan contributions | $794,623 | $794,623 | $0 | $0 | 0.5% | |
| Information technology | $607,045 | $607,045 | $0 | $0 | 0.4% | |
| Fees: other services | $565,936 | $565,936 | $0 | $0 | 0.4% | |
| Conferences, conventions and meetings | $387,234 | $387,234 | $0 | $0 | 0.3% | |
| Fees: accounting | $373,888 | $373,888 | $0 | $0 | 0.3% | |
| Advertising and promotion | $354,554 | $354,554 | $0 | $0 | 0.2% | |
| Payments to affiliates | $309,381 | $309,381 | $0 | $0 | 0.2% | |
| Travel | $273,106 | $273,106 | $0 | $0 | 0.2% | |
| Grants to US individuals | $184,521 | $184,521 | - | - | 0.1% | |
| Insurance | $162,365 | $162,365 | $0 | $0 | 0.1% | |
| Fees: legal | $158,455 | $158,455 | $0 | $0 | 0.1% | |
| Office expenses | $152,972 | $152,972 | $0 | $0 | 0.1% | |
| Total | $145,334,684 | 100% |
2016 · Form 990 · $127,723,135 spent · pay $9,732,741 · grants $1,222,381 · events $331,533
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $104,849,811 | $104,849,811 | - | - | 82.1% | |
| Other salaries and wages | $3,680,776 | $3,680,776 | - | - | 2.9% | |
| Other (as described) | Commissions | $3,670,912 | $3,670,912 | $0 | $0 | 2.9% |
| Pay: officers, directors, trustees, key employees | $3,259,608 | $3,259,608 | - | - | 2.6% | |
| Other (as described) | Other | $2,487,824 | $2,487,824 | $0 | $0 | 1.9% |
| Other (as described) | Field representatives expense | $1,477,408 | $1,477,408 | $0 | $0 | 1.2% |
| Other employee benefits | $1,137,533 | $1,137,533 | - | - | 0.9% | |
| Grants to US organizations and governments | $1,032,452 | $1,032,452 | - | - | 0.8% | |
| Pension plan contributions | $845,417 | $845,417 | - | - | 0.7% | |
| Payroll taxes | $809,407 | $809,407 | - | - | 0.6% | |
| Occupancy | $802,628 | $802,628 | - | - | 0.6% | |
| Information technology | $585,614 | $585,614 | - | - | 0.5% | |
| Depreciation and depletion | $533,003 | $533,003 | - | - | 0.4% | |
| Fees: other services | $373,804 | $373,804 | - | - | 0.3% | |
| Conferences, conventions and meetings | $331,533 | $331,533 | - | - | 0.3% | |
| Advertising and promotion | $312,987 | $312,987 | - | - | 0.2% | |
| Payments to affiliates | $275,700 | $275,700 | - | - | 0.2% | |
| Travel | $255,769 | $255,769 | - | - | 0.2% | |
| Other (as described) | Fraternal expenses | $228,125 | $228,125 | $0 | $0 | 0.2% |
| Fees: accounting | $206,044 | $206,044 | - | - | 0.2% | |
| Grants to US individuals | $179,929 | $179,929 | - | - | 0.1% | |
| Fees: legal | $163,156 | $163,156 | - | - | 0.1% | |
| Office expenses | $118,977 | $118,977 | - | - | 0.1% | |
| Insurance | $94,718 | $94,718 | - | - | 0.1% | |
| Grants outside the US | $10,000 | $10,000 | - | - | 0.0% | |
| Total | $127,723,135 | 100% |
2015 · Form 990 · $117,845,267 spent · pay $9,141,327 · grants $1,222,381 · events $296,194
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $96,313,302 | $96,313,302 | - | - | 81.7% | |
| Other salaries and wages | $3,999,062 | $3,999,062 | $0 | $0 | 3.4% | |
| Other (as described) | Commissions | $3,388,900 | $3,388,900 | $0 | $0 | 2.9% |
| Pay: officers, directors, trustees, key employees | $2,640,035 | $2,640,035 | $0 | $0 | 2.2% | |
| Other (as described) | Other | $2,586,738 | $2,586,738 | $0 | $0 | 2.2% |
| Other (as described) | Field representatives expenses | $1,158,980 | $1,158,980 | $0 | $0 | 1.0% |
| Other employee benefits | $1,055,522 | $1,055,522 | $0 | $0 | 0.9% | |
| Grants to US organizations and governments | $1,042,452 | $1,042,452 | - | - | 0.9% | |
| Depreciation and depletion | $914,287 | $914,287 | $0 | $0 | 0.8% | |
| Payroll taxes | $793,252 | $793,252 | $0 | $0 | 0.7% | |
| Occupancy | $766,080 | $766,080 | $0 | $0 | 0.7% | |
| Pension plan contributions | $653,456 | $653,456 | $0 | $0 | 0.6% | |
| Fees: other services | $437,186 | $437,186 | $0 | $0 | 0.4% | |
| Advertising and promotion | $344,818 | $344,818 | $0 | $0 | 0.3% | |
| Payments to affiliates | $300,236 | $300,236 | $0 | $0 | 0.3% | |
| Conferences, conventions and meetings | $296,194 | $296,194 | $0 | $0 | 0.3% | |
| Travel | $205,966 | $205,966 | $0 | $0 | 0.2% | |
| Fees: accounting | $189,937 | $189,937 | $0 | $0 | 0.2% | |
| Grants to US individuals | $179,929 | $179,929 | - | - | 0.2% | |
| Other (as described) | Fraternal expenses | $147,243 | $147,243 | $0 | $0 | 0.1% |
| Office expenses | $144,287 | $144,287 | $0 | $0 | 0.1% | |
| Fees: legal | $120,196 | $120,196 | $0 | $0 | 0.1% | |
| Insurance | $112,785 | $112,785 | $0 | $0 | 0.1% | |
| Information technology | $54,424 | $54,424 | $0 | $0 | 0.0% | |
| Total | $117,845,267 | 100% |
2014 · Form 990 · $118,286,105 spent · pay $9,129,169 · grants $1,136,939 · events $413,309
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $96,330,018 | $96,330,018 | - | - | 81.4% | |
| Other salaries and wages | $3,773,584 | $3,773,584 | $0 | $0 | 3.2% | |
| Other (as described) | Commissions | $3,704,302 | $3,704,302 | $0 | $0 | 3.1% |
| Other (as described) | Other | $2,668,059 | $2,668,059 | $0 | $0 | 2.3% |
| Pay: officers, directors, trustees, key employees | $2,623,357 | $2,623,357 | $0 | $0 | 2.2% | |
| Other (as described) | Field representative expenses | $1,120,789 | $1,120,789 | $0 | $0 | 0.9% |
| Other employee benefits | $1,023,506 | $1,023,506 | $0 | $0 | 0.9% | |
| Depreciation and depletion | $979,783 | $979,783 | $0 | $0 | 0.8% | |
| Pension plan contributions | $927,979 | $927,979 | $0 | $0 | 0.8% | |
| Grants to US organizations and governments | $880,281 | $880,281 | - | - | 0.7% | |
| Payroll taxes | $780,743 | $780,743 | $0 | $0 | 0.7% | |
| Occupancy | $732,204 | $732,204 | $0 | $0 | 0.6% | |
| Fees: other services | $519,455 | $519,455 | $0 | $0 | 0.4% | |
| Conferences, conventions and meetings | $413,309 | $413,309 | $0 | $0 | 0.3% | |
| Advertising and promotion | $322,417 | $322,417 | $0 | $0 | 0.3% | |
| Payments to affiliates | $278,890 | $278,890 | $0 | $0 | 0.2% | |
| Travel | $257,905 | $257,905 | $0 | $0 | 0.2% | |
| Grants to US individuals | $256,658 | $256,658 | - | - | 0.2% | |
| Fees: accounting | $178,933 | $178,933 | $0 | $0 | 0.2% | |
| Office expenses | $146,593 | $146,593 | $0 | $0 | 0.1% | |
| Insurance | $122,570 | $122,570 | $0 | $0 | 0.1% | |
| Other (as described) | Fraternal expenses | $101,315 | $101,315 | $0 | $0 | 0.1% |
| Fees: legal | $84,571 | $84,571 | $0 | $0 | 0.1% | |
| Information technology | $58,884 | $58,884 | $0 | $0 | 0.0% | |
| Total | $118,286,105 | 100% |
2013 · Form 990 · $122,156,498 spent · pay $9,405,135 · grants $1,154,488 · events $366,163
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $99,765,531 | $99,765,531 | - | - | 81.7% | |
| Other (as described) | Commissions | $3,844,748 | $3,844,748 | $0 | $0 | 3.1% |
| Other salaries and wages | $3,789,398 | $3,789,398 | $0 | $0 | 3.1% | |
| Pay: officers, directors, trustees, key employees | $2,818,309 | $2,818,309 | $0 | $0 | 2.3% | |
| Other (as described) | Other | $2,738,218 | $2,738,218 | $0 | $0 | 2.2% |
| Other (as described) | Field representative expenses | $1,076,459 | $1,076,459 | $0 | $0 | 0.9% |
| Other employee benefits | $1,011,459 | $1,011,459 | $0 | $0 | 0.8% | |
| Depreciation and depletion | $967,326 | $967,326 | $0 | $0 | 0.8% | |
| Grants to US organizations and governments | $915,441 | $915,441 | - | - | 0.7% | |
| Payroll taxes | $896,531 | $896,531 | $0 | $0 | 0.7% | |
| Pension plan contributions | $889,438 | $889,438 | $0 | $0 | 0.7% | |
| Occupancy | $802,469 | $802,469 | $0 | $0 | 0.7% | |
| Fees: other services | $509,521 | $509,521 | $0 | $0 | 0.4% | |
| Conferences, conventions and meetings | $366,163 | $366,163 | $0 | $0 | 0.3% | |
| Payments to affiliates | $291,722 | $291,722 | $0 | $0 | 0.2% | |
| Grants to US individuals | $239,047 | $239,047 | - | - | 0.2% | |
| Travel | $238,188 | $238,188 | $0 | $0 | 0.2% | |
| Advertising and promotion | $206,739 | $206,739 | $0 | $0 | 0.2% | |
| Fees: accounting | $177,005 | $177,005 | $0 | $0 | 0.1% | |
| Fees: legal | $174,168 | $174,168 | $0 | $0 | 0.1% | |
| Office expenses | $140,225 | $140,225 | $0 | $0 | 0.1% | |
| Insurance | $126,627 | $126,627 | $0 | $0 | 0.1% | |
| Information technology | $92,783 | $92,783 | $0 | $0 | 0.1% | |
| Other (as described) | Fraternal expenses | $78,983 | $78,983 | $0 | $0 | 0.1% |
| Total | $122,156,498 | 100% |
2012 · Form 990 · $140,363,751 spent · pay $9,287,095 · grants $1,010,995 · events $185,841
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $117,211,549 | $117,211,549 | - | - | 83.5% | |
| Other (as described) | Commissions | $4,933,299 | $4,933,299 | $0 | $0 | 3.5% |
| Pay: officers, directors, trustees, key employees | $3,280,489 | $3,280,489 | $0 | $0 | 2.3% | |
| Other salaries and wages | $3,203,315 | $3,203,315 | $0 | $0 | 2.3% | |
| Other (as described) | Other | $3,153,977 | $3,153,977 | $0 | $0 | 2.2% |
| Other (as described) | Field representative expenses | $1,371,477 | $1,371,477 | $0 | $0 | 1.0% |
| Other employee benefits | $1,008,532 | $1,008,532 | $0 | $0 | 0.7% | |
| Payroll taxes | $937,765 | $937,765 | $0 | $0 | 0.7% | |
| Occupancy | $876,165 | $876,165 | $0 | $0 | 0.6% | |
| Pension plan contributions | $856,994 | $856,994 | $0 | $0 | 0.6% | |
| Grants to US organizations and governments | $783,987 | $783,987 | - | - | 0.6% | |
| Fees: other services | $495,293 | $495,293 | $0 | $0 | 0.4% | |
| Depreciation and depletion | $333,018 | $333,018 | $0 | $0 | 0.2% | |
| Payments to affiliates | $304,240 | $304,240 | $0 | $0 | 0.2% | |
| Grants to US individuals | $227,008 | $227,008 | - | - | 0.2% | |
| Travel | $224,966 | $224,966 | $0 | $0 | 0.2% | |
| Advertising and promotion | $191,864 | $191,864 | $0 | $0 | 0.1% | |
| Fees: legal | $190,142 | $190,142 | $0 | $0 | 0.1% | |
| Conferences, conventions and meetings | $185,841 | $185,841 | $0 | $0 | 0.1% | |
| Fees: accounting | $164,757 | $164,757 | $0 | $0 | 0.1% | |
| Office expenses | $151,728 | $151,728 | $0 | $0 | 0.1% | |
| Insurance | $125,993 | $125,993 | $0 | $0 | 0.1% | |
| Information technology | $104,517 | $104,517 | $0 | $0 | 0.1% | |
| Other (as described) | Fraternal expenses | $46,835 | $46,835 | $0 | $0 | 0.0% |
| Total | $140,363,751 | 100% |
2011 · Form 990 · $151,149,075 spent · pay $9,771,844 · grants $975,074 · events $323,312
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $126,551,419 | $126,551,419 | - | - | 83.7% | |
| Pay: officers, directors, trustees, key employees | $6,637,420 | $6,637,420 | $0 | $0 | 4.4% | |
| Other (as described) | Commissions | $5,004,435 | $5,004,435 | $0 | $0 | 3.3% |
| Other (as described) | Other | $2,340,940 | $2,339,785 | $1,155 | $0 | 1.5% |
| Other (as described) | Field representatives expenses | $1,648,051 | $1,648,051 | $0 | $0 | 1.1% |
| Pension plan contributions | $1,238,628 | $1,238,628 | $0 | $0 | 0.8% | |
| Occupancy | $1,161,448 | $1,161,448 | $0 | $0 | 0.8% | |
| Grants to US individuals | $975,074 | $975,074 | - | - | 0.6% | |
| Other employee benefits | $975,028 | $975,028 | $0 | $0 | 0.6% | |
| Payroll taxes | $920,767 | $920,767 | $0 | $0 | 0.6% | |
| Other (as described) | Printing, publications, postage & telephone | $768,018 | $768,018 | $0 | $0 | 0.5% |
| Fees: other services | $557,016 | $557,016 | $0 | $0 | 0.4% | |
| Depreciation and depletion | $385,053 | $385,053 | $0 | $0 | 0.3% | |
| Advertising and promotion | $337,261 | $337,261 | $0 | $0 | 0.2% | |
| Conferences, conventions and meetings | $323,312 | $323,312 | $0 | $0 | 0.2% | |
| Payments to affiliates | $287,070 | $287,070 | $0 | $0 | 0.2% | |
| Travel | $285,782 | $285,782 | $0 | $0 | 0.2% | |
| Fees: legal | $174,356 | $174,356 | $0 | $0 | 0.1% | |
| Fees: accounting | $157,769 | $157,769 | $0 | $0 | 0.1% | |
| Office expenses | $150,872 | $150,872 | $0 | $0 | 0.1% | |
| Insurance | $141,848 | $141,848 | $0 | $0 | 0.1% | |
| Information technology | $127,507 | $127,507 | $0 | $0 | 0.1% | |
| Other salaries and wages | $1 | $1 | $0 | $0 | 0.0% | |
| Total | $151,149,075 | 100% |
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