Civic Intelligence

Catholic Benefits Association

EIN 46-4009437 • 501(c)3 • Castle Rock, CO

Profile

The organization supports catholic employers - including dioceses, parishes, religious institutes, associations of the faithful, charities, schools and colleges, health care institutions, and others that seek to provide health or other benefits to their employees in a manner that is consistent with catholic values.

695 Jerry Street Suite 306Castle Rock, CO 80104

www.catholicbenefitsassociation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

79th percentile

28%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$210,009

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

56%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,599,399

Up $648,676 (+22%) from 2023

Liabilities

Down

$115,713

Down $167,091 (-59%) from 2023

Net Assets

Up

$3,483,686

Up $815,767 (+31%) from 2023

Revenue

Up

$2,949,557

Up $1,063,092 (+56%) from 2023

Expenses

Up

$2,125,355

Up $457,899 (+27%) from 2023

Net Income

Up

$824,202

Up $605,193 (+276%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $1,384,369Liabilities 2015: $69Net Assets 2015: $1,384,3002015Assets 2016: $1,539,933Liabilities 2016: $24,879Net Assets 2016: $1,515,0542016Assets 2017: $1,858,580Liabilities 2017: $124,653Net Assets 2017: $1,733,9272017Assets 2018: $2,834,845Liabilities 2018: $746,729Net Assets 2018: $2,088,1162018Assets 2019: $2,612,046Liabilities 2019: $46,015Net Assets 2019: $2,566,0312019Assets 2020: $2,526,789Liabilities 2020: $37,907Net Assets 2020: $2,488,8822020Assets 2021: $2,192,496Liabilities 2021: $107,685Net Assets 2021: $2,084,8112021Assets 2022: $2,500,682Liabilities 2022: $81,537Net Assets 2022: $2,419,1452022Assets 2023: $2,950,723Liabilities 2023: $282,804Net Assets 2023: $2,667,9192023Assets 2024: $3,599,399Liabilities 2024: $115,713Net Assets 2024: $3,483,6862024

Highlighted filing

2024

Assets$3,599,399
Liabilities$115,713
Net Assets$3,483,686

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $923,578Expenses 2015: $878,406Net Income 2015: $45,1722015Revenue 2016: $977,656Expenses 2016: $846,902Net Income 2016: $130,7542016Revenue 2017: $1,169,446Expenses 2017: $950,573Net Income 2017: $218,8732017Revenue 2018: $1,878,544Expenses 2018: $1,524,355Net Income 2018: $354,1892018Revenue 2019: $1,157,522Expenses 2019: $679,607Net Income 2019: $477,9152019Revenue 2020: $905,576Expenses 2020: $982,725Net Income 2020: -$77,1492020Revenue 2021: $1,367,920Expenses 2021: $1,330,270Net Income 2021: $37,6502021Revenue 2022: $1,655,726Expenses 2022: $1,321,392Net Income 2022: $334,3342022Revenue 2023: $1,886,465Expenses 2023: $1,667,456Net Income 2023: $219,0092023Revenue 2024: $2,949,557Expenses 2024: $2,125,355Net Income 2024: $824,2022024

Highlighted filing

2024

Revenue$2,949,557
Expenses$2,125,355
Net Income$824,202

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.1
Gross Receipts
$2,949,557
Mission and Program Overview

Mission

The organization supports Catholic employers - including dioceses, parishes, religious institutes, associations of the faithful, charities, schools and colleges, health care institutions, and others that seek to provide health or other benefits to their employees in a manner that is consistent with Catholic values.

Assist catholic employers in providing benefits to employees that comport with catholic moral principles.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$1,849,451-
Investments in Publicly Traded Securities$533,837$1,422,396▲ $888,559
Accounts Receivable$185,232$180,809▼ $4,423
Cash and Non-Interest-Bearing Accounts$2,112,039$101,078▼ $2,010,961
Prepaid Expenses and Deferred Charges$32,791$10,929▼ $21,862
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,950,723$3,599,399▲ $648,676
Other Assets Total$86,824$34,736▼ $52,088
Liabilities
Accounts Payable and Accrued Expenses$170,223$52,390▼ $117,833
Other Liabilities$88,533$35,963▼ $52,570
Deferred Revenue$24,048$27,360▲ $3,312
Total Liabilities$282,804$115,713▼ $167,091
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,667,919$3,483,686▲ $815,767
Total Net Assets Fund Balance$2,667,919$3,483,686▲ $815,767
Total Liabilities and Net Assets / Fund Balance$2,950,723$3,599,399▲ $648,676
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas G WilsonCEOFT$209,200$8,563$217,763
Jason W CoonVice PresidentFT$205,204$7,942$213,146
Amanda R CoxDirector-member ServicesFT$126,498$4,904$131,402
Mary E Dellert-barryDirector of HrFT$122,104$5,774$127,878

Highest Paid Contractors

ContractorServicesLocationCompensation
First & Fourteenth PllcLegal Services2 NORTH CASCADE AVENUE SUITE 1430, Colorado Springs, CO 80903$749,907
Revenue and Support

Revenue Composition

Contributions and Grants
$6,500
Program Service Revenue
$2,758,126
Investment Income
$184,931
Other Revenue
$0
All Other Contributions
$6,500
Change in Net Assets
$824,202
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,253,609
Salaries, Compensation, and Employee Benefits$871,746
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$854,552--$854,552
Current Officers, Directors, Trustees, and Key Employees$354,387$76,522$0$430,909
Other Salaries and Wages$281,820$60,853-$342,673
Fees for Services Other$52,941$46,161$0$99,102
Advertising$80,602--$80,602
Occupancy$58,537$19,512-$78,049
Payroll Taxes$42,751$9,231-$51,982
Information Technology$29,225$9,742-$38,967
Travel$26,865$8,955-$35,820
Other Employee Benefits$26,984$5,827-$32,811
Office Expenses$12,907$4,302-$17,209
Insurance$11,476$3,825-$15,301
Pension Plan Contributions$10,997$2,374-$13,371
Fees for Services Accounting-$12,175-$12,175
Conferences and Meetings$8,467$2,822-$11,289
Other Expenses$7,662$2,554-$10,216
Interest$245$82-$327
Total Functional Expenses$1,860,418$264,937$0$2,125,355
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$35,963
Lease Liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Line 3 Delegation of management duties

The organization contracts with strategic risk solutions (west), inc. To provide financial and administrative services. None of the organizaiton's current or former officers, directors, or highest compensated employees were compensated by strategic risk solutions (west), inc.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 was prepared by an independent accounting firm. Then the return is provided to the organization's ceo for review prior to filing.

Form 990, Part VI, Line 12C Conflict of interest policy

The organization's conflict of interest policy applies to all responsible persons, including any person serving as an officer, employee, or member of the board of directors of the organization. Under the conflict of interest policy, each responsible person annually completes a disclosure form identifying any relationships, positions, or circumstances in which the responsible person or family member is involved that could give rise to a conflict of interest. Responsible persons shall disclose to the chair or the chair's designee any conflict of interest that such responsible person has with respect to an agreement or transaction. Such disclosure shall be made as soon as the conflict of interest is known to the responsible person. A person who has a conflict of interest shall not participate in or be permitted to hear the board's or committee's discussion of the matter except to disclose material facts and to respond to questions. The person having a conflict of interest may not vote on the agreement or transaction and shall not be present in the meeting room when the vote is taken unless the vote is by secret ballot. The disclosure of conflict and the responsible person's ineligibility to vote shall be reflected in the minutes of the meeting.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

The compensation of the ceo was reviewed by independent persons using comparability data, approved by the board, and documented. This process last occurred in 2020.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

The ceo of the organization sets the compensation of the highly compensated employees of the organization based on research on the salaries of comparable positions.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's governing documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Catholic Benefits Association
EIN
46-4009437
Phone
3036883822
Address
695 Jerry Street Suite 306, Castle Rock, CO 80104

Signing Officer

Name
Douglas G Wilson
Title
CEO
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
Ok
Voting Board Members
18
Independent Board Members
17
Employees
5
Volunteers
14

Preparer

Firm
Larson & Company
Address
11240 S River Heights Dr Ste 300, South Jordan, UT 84095-5123
Preparer
Richard Scoresby
Phone
8013131900
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X

Management has evaluated the association's tax positions and determined that there are no uncertain tax positions. Generally, tax years remain open to examination for three years from the date filed with the irs.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

LEASE LIABILITY

Raw XML AppendixShowing 400 of 649 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0170223
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt052390
IRS990/AccountsReceivableGrp/BOYAmt0185232
IRS990/AccountsReceivableGrp/EOYAmt0180809
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ASSIST CATHOLIC EMPLOYERS IN PROVIDING BENEFITS TO EMPLOYEES THAT COMPORT WITH CATHOLIC MORAL PRINCIPLES.
IRS990/AdvertisingGrp/ProgramServicesAmt080602
IRS990/AdvertisingGrp/TotalAmt080602
IRS990/AllOtherContributionsAmt06500
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Strategic Risk Solutions Inc
IRS990/BooksInCareOfDetail/PhoneNum03036883822
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0695 Jerry Street Suite 306
IRS990/BooksInCareOfDetail/USAddress/CityNm0Castle Rock
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080104
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02112039
IRS990/CashNonInterestBearingGrp/EOYAmt0101078
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt076522
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0354387
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0430909
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02822
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08467
IRS990/ConferencesMeetingsGrp/TotalAmt011289
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0749907
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02 NORTH CASCADE AVENUE SUITE 1430
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0COLORADO SPRINGS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd080903
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FIRST & FOURTEENTH PLLC
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL SERVICES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06500
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0184931
IRS990/CYOtherExpensesAmt01253609
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02758126
IRS990/CYRevenuesLessExpensesAmt0824202
IRS990/CYSalariesCompEmpBnftPaidAmt0871746
IRS990/CYTotalExpensesAmt02125355
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02949557
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt024048
IRS990/DeferredRevenueGrp/EOYAmt027360
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0TO MAINTAIN LITIGATION CHALLENGING LAWS AND REGULATIONS THAT COMPEL CATHOLIC EMPLOYERS TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES THAT CONTRADICT CATHOLIC MORAL PRINCIPLES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01123387
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012175
IRS990/FeesForServicesAccountingGrp/TotalAmt012175
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0854552
IRS990/FeesForServicesLegalGrp/TotalAmt0854552
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt046161
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt052941
IRS990/FeesForServicesOtherGrp/TotalAmt099102
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt17.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt27.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt37.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt57.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt48563
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt187942
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt194904
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt205774
IRS990/Form990PartVIISectionAGrp/PersonNm0ARCHBISHOP PAUL S COAKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1ARCHBISHOP WILLIAM E LORI
IRS990/Form990PartVIISectionAGrp/PersonNm2BETH ELFREY
IRS990/Form990PartVIISectionAGrp/PersonNm3CARLA K MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUGLAS G WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm5NANCY MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm6ARCHBISHOP BERNARD A HEBDA
IRS990/Form990PartVIISectionAGrp/PersonNm7ARCHBISHOP GREGORY M AYMOND
IRS990/Form990PartVIISectionAGrp/PersonNm8ARCHBISHOP JEROME E LISTECKI
IRS990/Form990PartVIISectionAGrp/PersonNm9ARCHBISHOP JOSEPH F NAUMANN
IRS990/Form990PartVIISectionAGrp/PersonNm10ARCHBISHOP SALVATORE J CORDILEONE
IRS990/Form990PartVIISectionAGrp/PersonNm11ARCHBISHOP THOMAS J WENSKI
IRS990/Form990PartVIISectionAGrp/PersonNm12BISHOP JOHN T FOLDA
IRS990/Form990PartVIISectionAGrp/PersonNm13HELEN M ALVARE
IRS990/Form990PartVIISectionAGrp/PersonNm14MOTHER AGNES MARY DONOVAN
IRS990/Form990PartVIISectionAGrp/PersonNm15SISTER DIANE MARIE MCGREW
IRS990/Form990PartVIISectionAGrp/PersonNm16SISTER MARY PETER MUEHLENKAMP
IRS990/Form990PartVIISectionAGrp/PersonNm17THOMAS M BUCKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm18JASON W COON
IRS990/Form990PartVIISectionAGrp/PersonNm19AMANDA R COX
IRS990/Form990PartVIISectionAGrp/PersonNm20MARY E DELLERT-BARRY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4209200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18205204
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19126498
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20122104
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0VP & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMPLIANCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR-MEMBER SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF HR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt013933
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013933
IRS990/GrossReceiptsAmt02949557
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09742
IRS990/InformationTechnologyGrp/ProgramServicesAmt029225
IRS990/InformationTechnologyGrp/TotalAmt038967
IRS990/InsuranceGrp/ManagementAndGeneralAmt03825
IRS990/InsuranceGrp/ProgramServicesAmt011476
IRS990/InsuranceGrp/TotalAmt015301
IRS990/InterestGrp/ManagementAndGeneralAmt082
IRS990/InterestGrp/ProgramServicesAmt0245
IRS990/InterestGrp/TotalAmt0327
IRS990/InvestmentIncomeGrp/ExclusionAmt0170998
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0170998
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0533837
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01422396
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0THE ORGANIZATION SUPPORTS CATHOLIC EMPLOYERS - INCLUDING DIOCESES, PARISHES, RELIGIOUS INSTITUTES, ASSOCIATIONS OF THE FAITHFUL, CHARITIES, SCHOOLS AND COLLEGES, HEALTH CARE INSTITUTIONS, AND OTHERS THAT SEEK TO PROVIDE HEALTH OR OTHER BENEFITS TO THEIR EMPLOYEES IN A MANNER THAT IS CONSISTENT WITH CATHOLIC VALUES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02667919
IRS990/NetAssetsOrFundBalancesEOYAmt03483686
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013933
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013933
IRS990/NetUnrlzdGainsLossesInvstAmt0-8435
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02667919
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03483686
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt019512
IRS990/OccupancyGrp/ProgramServicesAmt058537
IRS990/OccupancyGrp/TotalAmt078049
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04302
IRS990/OfficeExpensesGrp/ProgramServicesAmt012907
IRS990/OfficeExpensesGrp/TotalAmt017209
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt086824
IRS990/OtherAssetsTotalGrp/EOYAmt034736
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05827
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026984
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032811
IRS990/OtherExpensesGrp/Desc0Dues and Subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02554
IRS990/OtherExpensesGrp/ProgramServicesAmt07662
IRS990/OtherExpensesGrp/TotalAmt010216
IRS990/OtherLiabilitiesGrp/BOYAmt088533
IRS990/OtherLiabilitiesGrp/EOYAmt035963
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt060853
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0281820
IRS990/OtherSalariesAndWagesGrp/TotalAmt0342673
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09231
IRS990/PayrollTaxesGrp/ProgramServicesAmt042751
IRS990/PayrollTaxesGrp/TotalAmt051982
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02374
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010997
IRS990/PensionPlanContributionsGrp/TotalAmt013371
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032791
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010929
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Douglas G Wilson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1COMMISSION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2Reimbursement of Legal Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01825860
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1133173
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2799093
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01825860
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1133173
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2799093
IRS990/ProgSrvcAccomActy2Grp/Desc0CONSULTING SERVICES TO GUIDE RELIGIOUS EMPLOYERS AND THEIR BUSINESS PARTNERS WITHIN THEIR SELF-FUNDED PLAN EXPERIENCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0378412
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0561008
IRS990/ProgSrvcAccomActy3Grp/Desc0TO EDUCATE CATHOLIC EMPLOYERS ABOUT STATE AND FEDERAL LAWS AND REGULATIONS LIMITING THEIR ABILITY TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES IN A MANNER THAT COMPLY WITH CATHOLIC MORAL PRINCIPLES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0358619
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0531663
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01124
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013894
IRS990/PYOtherExpensesAmt0912315
IRS990/PYProgramServiceRevenueAmt01871447
IRS990/PYRevenuesLessExpensesAmt0219009
IRS990/PYSalariesCompEmpBnftPaidAmt0755141
IRS990/PYTotalExpensesAmt01667456
IRS990/PYTotalRevenueAmt01886465
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0824202

Document Assets

No mirrored PDF or thumbnail assets are attached yet.