Civic Intelligence

Religious and Charitable Risk Pooling Trust of the Brothers of the Christian

990 • Fiscal year 2024 • EIN 36-3094218

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 04, 2025

Organization ProfileWWW.CBSERVICES.ORG
1205 Windham ParkwayRomeoville, IL 60446

(630) 378-2900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.51x

Higher debt load relative to assets than 69% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

1.97x

Higher debt load relative to revenue than 84% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

3rd percentile

$0

Higher top officer pay than 3% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

56th percentile

7.5%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-0.7%

Faster revenue growth than 20% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$483,868,541

Up $96,224,808 (+25%) from 2022

Net Assets

Up

$235,897,214

Up $80,933,731 (+52%) from 2022

Liabilities

Up

$247,971,327

Up $15,291,077 (+6.6%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin70th percentile

Revenue

Up

$125,770,850

Up $18,824,321 (+18%) from 2022

Expenses

Up

$111,017,575

Up $16,837,113 (+18%) from 2022

Net Income

Up

$14,753,275

Up $1,987,208 (+16%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2016: $285,956,194Liabilities 2016: $196,534,445Net Assets 2016: $89,421,7492016Assets 2017: $309,965,185Liabilities 2017: $205,853,155Net Assets 2017: $104,112,0302017Assets 2018: $272,195,738Liabilities 2018: $195,398,673Net Assets 2018: $76,797,0652018Assets 2019: $320,117,538Liabilities 2019: $212,105,542Net Assets 2019: $108,011,9962019Assets 2021: $423,768,790Liabilities 2021: $234,371,671Net Assets 2021: $189,397,1192021Assets 2022: $387,643,733Liabilities 2022: $232,680,250Net Assets 2022: $154,963,4832022Assets 2024: $483,868,541Liabilities 2024: $247,971,327Net Assets 2024: $235,897,2142024

Highlighted filing

2024

Assets$483,868,541
Liabilities$247,971,327
Net Assets$235,897,214
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MRevenue 2016: $78,565,865Expenses 2016: $96,347,741Net Income 2016: -$17,781,8762016Revenue 2017: $94,916,957Expenses 2017: $95,322,797Net Income 2017: -$405,8402017Revenue 2018: $94,753,653Expenses 2018: $93,263,545Net Income 2018: $1,490,1082018Revenue 2019: $99,683,174Expenses 2019: $99,157,693Net Income 2019: $525,4812019Revenue 2021: $116,154,797Expenses 2021: $92,270,146Net Income 2021: $23,884,6512021Revenue 2022: $106,946,529Expenses 2022: $94,180,462Net Income 2022: $12,766,0672022Revenue 2024: $125,770,850Expenses 2024: $111,017,575Net Income 2024: $14,753,2752024

Highlighted filing

2024

Revenue$125,770,850
Expenses$111,017,575
Net Income$14,753,275
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 4, 2025
Return Version
2024v5.2
Gross Receipts
$468,966,054
Mission and Program Overview

Mission

Trust was established to provide protection and indemnify the beneficiaries against risks of financial loss.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$321,264,466$284,164,616▼ $37,099,850
Investments in Publicly Traded Securities$58,582,617$146,190,914▲ $87,608,297
Accounts Receivable$32,389,940$27,618,783▼ $4,771,157
Prepaid Expenses and Deferred Charges$19,732,990$20,154,249▲ $421,259
Savings and Temporary Cash Investments-$3,955,724-
Cash and Non-Interest-Bearing Accounts$18,011,903$1,784,255▼ $16,227,648
Total Assets$449,981,916$483,868,541▲ $33,886,625
Liabilities
Other Liabilities$192,437,324$184,797,655▼ $7,639,669
Deferred Revenue$59,138,968$61,413,746▲ $2,274,778
Accounts Payable and Accrued Expenses$481,514$1,759,926▲ $1,278,412
Total Liabilities$252,057,806$247,971,327▼ $4,086,479
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$197,924,110$235,897,214▲ $37,973,104
Total Net Assets Fund Balance$197,924,110$235,897,214▲ $37,973,104
Total Liabilities and Net Assets / Fund Balance$449,981,916$483,868,541▲ $33,886,625

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,901,469--
Compensation and Service Providers
Top Officer Pay3rd percentile

Board Members and Trustees

NameTitle
Cheryl ShawTrustee
Keith ZekindTrustee
Michael FrigoTrustee
Preston KendallTrustee
Sr Janice Bemowski RcTrustee
Sr Mary Helene Galuzka OsfTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Christian Brothers ServicesAdministration Services1205 WINDHAM PARKWAY, Romeoville, IL 60446$19,651,643
The Northern Trust CompanyBanking Services50 S LASALLE, Chicago, IL 60603$396,658
Ubs Realty Investors LLCInvestment Manager10 STATE HOUSE SQUARE 12TH FLOOR, Hartford, CT 06103$280,749
Dodge & CoxInvestment Manager555 CALIFORNIA STREET 40TH FLOOR, San Francisco, CA 94104$160,639
State Street Global AdvisorsInvestment Manager1 IRON STREET, Boston, MD 02210$124,310
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$111,491,984
Investment Income
$14,278,866
Other Revenue
$0
Change in Net Assets
$14,753,275

Audited Revenue Reconciliation

Revenue per Audited Statements
$124,932,816
Revenue Not Reported on Financial Statements
$838,034
Revenue Not Reported on Form 990
$23,219,829
Total Revenue per Audited Statements
$148,152,645
Total Revenue per Form 990
$125,770,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,835,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$90,182,213--$90,182,213
Fees for Services Management$17,686,479$1,965,164-$19,651,643
Fees for Service Investment Mgmnt Fees-$838,034-$838,034
Fees for Services Legal$78,509--$78,509
Other Expenses$15,299--$15,299
All Other Expenses-$2,499-$2,499
Total Functional Expenses$108,211,878$2,805,697$0$111,017,575

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$111,017,575
Expenses per Audited Statements$110,179,541
Total Expenses per Audited Statements$110,179,541
Expenses Not Reported on Financial Statements$838,034
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unpaid Claims - Case Reserves$97,627,536
Claims Incurred But Not Reported$87,170,119
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust has an agreement with christian brothers services to provide claims administration, underwriting, billing & enrollment of members, office space, actuarial & general accounting, among other duties for the trust.”

Form 990, Part VI, Section B, Line 11B

“The completed form 990 is reviewed prior to filing by the chief financial officer of christian brothers services. Upon fully understanding the completed form, the chief financial officer will sign and submit the form to the irs.”

Form 990, Part VI, Section B, Line 12C

“The fund has adopted the conflict of interest policy of christian brothers services. Trustees are required to review and sign the conflict of interest policy on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Religious and Charitable Risk Pooling
EIN
36-3094218
Phone
6303782900
Address
1205 WINDHAM PARKWAY, ROMEOVILLE, IL 60446

Signing Officer

Name
Patrick Feehan
Title
Chief Financial Officer, CBS
Phone
6303782900
Signed
2025-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Frigo
Formed
1980
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Colin Thompson
Phone
3123680500
Supplemental Narrative

Additional Explanations

FORM 990, ITEM C:

“Doing business as: christian brothers risk pooling trust”

Financial Statement Notes

PART X, LINE 2:

“The trust is exempt from federal income tax under section 501(c)(3) of the internal revenue code. The internal revenue service has also determined that the trust is not a private foundation within the meaning of section 509(a) of the internal revenue code. The trust files form 990, return of organization exempt from income tax. The trust is required to evaluate its tax positions and disclose the amount of a tax liability if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in process.”

Raw XML AppendixShowing 400 of 481 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1THE NORTHERN TRUST COMPANY
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IRS990/OtherExpensesGrp/Desc1APPRAISAL FEES
IRS990/OtherExpensesGrp/Desc2MOTOR VEHICLE REPORTS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt0138890
IRS990/OtherExpensesGrp/ProgramServicesAmt185970
IRS990/OtherExpensesGrp/ProgramServicesAmt224518
IRS990/OtherExpensesGrp/ProgramServicesAmt315299
IRS990/OtherExpensesGrp/TotalAmt0138890
IRS990/OtherExpensesGrp/TotalAmt185970
IRS990/OtherExpensesGrp/TotalAmt224518
IRS990/OtherExpensesGrp/TotalAmt315299
IRS990/OtherLiabilitiesGrp/BOYAmt0192437324
IRS990/OtherLiabilitiesGrp/EOYAmt0184797655
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019732990
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020154249
IRS990/PrincipalOfficerNm0MICHAEL FRIGO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS EARNED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0111491984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0111491984
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt091653830
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt021209725
IRS990/PYOtherExpensesAmt020020358
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0105391792
IRS990/PYRevenuesLessExpensesAmt014927329
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0111674188
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0126601517
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt014753275
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0111491984
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03955724
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07308848
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07806463
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06586516
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05563428
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05203776
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032469031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0111491984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0105391792
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0101780952
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt097198857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt091605067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0507468652
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07308848
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07806463
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06586516
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05563428
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05203776
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032469031
IRS990ScheduleA/InvestmentIncomeCYPct00.06010
IRS990ScheduleA/InvestmentIncomePYPct00.06020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt05576
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt056867
IRS990ScheduleA/OtherIncome509Grp/TotalAmt062443
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87420
IRS990ScheduleA/PublicSupportPY509Pct00.87150
IRS990ScheduleA/PublicSupportTotal509Amt0472086502
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt07232772
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt07798972
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt02992979
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt09629650
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt07727777
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt035382150
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt07232772
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt07798972
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt02992979
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt09629650
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt07727777
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt035382150
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111491984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0105391792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101780952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097198857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091605067
IRS990ScheduleA/Total509Grp/TotalAmt0507468652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118800832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0113198255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108373044
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0102762285
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096865710
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0540000126
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0838034
IRS990ScheduleD/ExpensesSubtotalAmt0110179541
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0838034
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0838034
IRS990ScheduleD/NetUnrealizedGainsInvstAmt023219829
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt097627536
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt187170119
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNPAID CLAIMS - CASE RESERVES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0157218706
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt198041602
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt226002839
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32901469
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STATE STREET MSCI ACWI EX-USA IMI
IRS990ScheduleD/OtherSecuritiesGrp/Desc1STATE STREET RUSSELL 3000-R SCREENED INDEX NL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2UBS CF TRUMBULL PROPERTY INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CAPTIVE INSURANCE COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/RevenueNotReportedAmt023219829
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0838034
IRS990ScheduleD/RevenueSubtotalAmt0124932816
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE TRUST IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE TRUST FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE TRUST IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0284164616
IRS990ScheduleD/TotalExpensesPerForm990Amt0111017575
IRS990ScheduleD/TotalLiabilityAmt0184797655
IRS990ScheduleD/TotalRevenuePerForm990Amt0125770850
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0148152645
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0110179541
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOING BUSINESS AS: CHRISTIAN BROTHERS RISK POOLING TRUST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS AN AGREEMENT WITH CHRISTIAN BROTHERS SERVICES TO PROVIDE CLAIMS ADMINISTRATION, UNDERWRITING, BILLING & ENROLLMENT OF MEMBERS, OFFICE SPACE, ACTUARIAL & GENERAL ACCOUNTING, AMONG OTHER DUTIES FOR THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPLETED FORM 990 IS REVIEWED PRIOR TO FILING BY THE CHIEF FINANCIAL OFFICER OF CHRISTIAN BROTHERS SERVICES. UPON FULLY UNDERSTANDING THE COMPLETED FORM, THE CHIEF FINANCIAL OFFICER WILL SIGN AND SUBMIT THE FORM TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND HAS ADOPTED THE CONFLICT OF INTEREST POLICY OF CHRISTIAN BROTHERS SERVICES. TRUSTEES ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, ITEM C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CHRISTIAN BROTHERS SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0363884439
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADMINISTRATOR OF PLANS FOR RELIGIOUS ORGANIZATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01205 WINDHAM PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROMEOVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060446
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$483,868,541
Liabilities
$247,971,327
Net assets
$235,897,214
Revenue
$125,770,850
Expenses
$111,017,575
Net income
$14,753,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$484$248$236$126$111$14.8
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$388$233$155$107$94.2$12.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$424$234$189$116$92.3$23.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$320$212$108$99.7$99.2$0.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$272$195$76.8$94.8$93.3$1.49
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$310$206$104$94.9$95.3$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$286$197$89.4$78.6$96.3$17.8
Peer Organizations

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