GBU FINANCIAL LIFE Charity Report

Public IRS 990 nonprofit record

GBU FINANCIAL LIFE

EIN 25-0502660 · Mutual & Membership Benefit (Y)

What they do

LIFE INSURANCE, ANNUITIES, FRATERNAL ACTIVITIES and OTHER BENEFITS to MEMBERS of THE SOCIETY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $0.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

0.53%of revenue went to fundraising0.5% of expenses

$98.47spent for every $100 of revenueRevenue covered expenses this year.

$4.77in assets for every $1 spent this yearSome assets cannot be spent right away.

0.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,006,313 for WILLIAM W HUNT (CEO / PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,006,212,483

Mission workProgram services0.00% of revenue0.0% of expenses

ManagementOffice and general costs0.00% of revenue0.0% of expenses

FundraisingAsking for donations$5,347,1170.53% of revenue0.5% of expenses

Revenue left after expensesReported annual surplus$15,409,5591.53% of revenueShown in gray on the chart

Total expenses$990,802,92498.47% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 0.0% mission · 0.0% management · 0.5% fundraisingTotal expenses: 98.47% of revenue

2018Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 94.82% of revenue

2017Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 92.41% of revenue

Money in and money out

Revenue$1,006,212,483

Expenses$990,802,924

Annual surplus $15,409,559 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Fundraising$5,347,117 · 0.5% of expenses

See all reported dollar amounts

Revenue$1,006,212,483

Expenses$990,802,924

Assets$4,729,123,178

Income$1,352,157,288

Contributions$7,245

Fundraising$5,347,117

Grants given$120,000

Average grant$120,000

Stocks and bonds$4,194,127,059

Accounting fees$357,357

Investing fees$1,754,508

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

WILLIAM W HUNTCEO / PRESIDENT · 40 hrs/week $1,006,313Base $965,684 · Other $40,629

LESLEY MANNEVP / CHIEF MARKETING OFFICER · 40 hrs/week $606,566Base $566,450 · Other $40,116

MARK CLOUTIEREVP / CHIEF FINANCIAL OFFICER · 40 hrs/week $536,315Base $508,870 · Other $27,445

DEBORAH L MORGANSVP / ADMINISTRATION · 40 hrs/week $379,530Base $342,038 · Other $37,492

DOUGLAS A ULRICHCONTROLLER · 40 hrs/week $275,588Base $255,715 · Other $19,873

KIRK DIETRICHNATIONAL SALES MANAGER · 40 hrs/week $257,704Base $225,143 · Other $32,561

KYLE FULTONAVP / IT · 40 hrs/week $255,502Base $235,945 · Other $19,557

RICARDO RODRIGUEZAVP / NEW BUSINESS & UNDERWRITING · 40 hrs/week $252,957Base $223,515 · Other $29,442

DAMIEN FEIKLOWICZAVP / BUSINESS INTELLIGENCE · 40 hrs/week $245,633Base $227,692 · Other $17,941

FRANK DILEOAVP / INVESTMENTS · 40 hrs/week $238,660Base $209,896 · Other $28,764

ANTOINETTE L BLAIRVP / CORPORATE SECRETARY / HEAD OF HR & COMPILANCE · 40 hrs/week $230,125Base $219,025 · Other $11,100

WILLIAM LOMBARDISVP / CHIEF OPERATING OFFICER · 40 hrs/week $226,146Base $211,459 · Other $14,687

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

WILLIAM W HUNTCEO / PRESIDENT

LESLEY MANNEVP / CHIEF MARKETING OFFICER

MARK CLOUTIEREVP / CHIEF FINANCIAL OFFICER

DEBORAH L MORGANSVP / ADMINISTRATION

DOUGLAS A ULRICHCONTROLLER

KIRK DIETRICHNATIONAL SALES MANAGER

KYLE FULTONAVP / IT

RICARDO RODRIGUEZAVP / NEW BUSINESS & UNDERWRITING

DAMIEN FEIKLOWICZAVP / BUSINESS INTELLIGENCE

FRANK DILEOAVP / INVESTMENTS

ANTOINETTE L BLAIRVP / CORPORATE SECRETARY / HEAD OF HR & COMPILANCE

WILLIAM LOMBARDISVP / CHIEF OPERATING OFFICER

LEE ANN HAZINATIONAL DIRECTOR / BOARD CHAIR

DAVID L PRINGLENATIONAL DIRECTOR

CHRISTINA E MACKELLARNATIONAL DIRECTOR

DAVID E BEVINSNATIONAL DIRECTOR

JOSEPH S BIELECKINATIONAL DIRECTOR

JOHN B SCHMOTZERNATIONAL DIRECTOR - TERM ENDED 10/31/2024

DONNA L BROPHYNATIONAL DIRECTOR - TERM ENDED 10/31/2024

JOHN SWANICKNATIONAL DIRECTOR - TERM STARTED 11/1/2024

FRANK BRIANATIONAL DIRECTOR - TERM STARTED 11/1/2024

About this charity

Recognized since: January 1940
Location: 4254 Saw Mill Run Boulevard, Pittsburgh, PA 15227
County: Allegheny
In care of: DOUGLAS A ULRICH
Primary officer: DOUGLAS A ULRICH, VP/CONTROLLER

How to reach them

WebsiteVisit the charity’s website Phone(412) 884-5100

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Mutual & Membership Benefit (Y)
IRS tax category: Mutual & Membership Benefit
Grant-giving organization: Yes