Civic Intelligence

Catholic Benefits Association

990 • Fiscal year 2015 • EIN 46-4009437

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 25, 2016

Organization Profilewww.catholicbenefitsassociation.com

View Organization Page

695 Jerry Street Suite 306Castle Rock, CO 80104

(303) 688-3822

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

57th percentile

4.9%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

$1,384,369

No earlier filing loaded for comparison.

Net Assets

$1,384,300

No earlier filing loaded for comparison.

Liabilities

$69

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin57th percentile

Revenue

$923,578

No earlier filing loaded for comparison.

Expenses

$878,406

No earlier filing loaded for comparison.

Net Income

$45,172

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2015

Assets$1,384,369
Liabilities$69
Net Assets$1,384,300
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$923,578
Expenses$878,406
Net Income$45,172
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$923,578
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 principals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$750,000$750,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$750,000$750,000→ $0
Rtn Earn Endowment Incm Other Fnds-$634,300-
Cap Stk Tr Prin Current Funds$589,128--
Cash and Non-Interest-Bearing Accounts$528,515$445,780▼ $82,735
Accounts Receivable$750$95,311▲ $94,561
Pledges and Grants Receivable$77,880--
Prepaid Expenses and Deferred Charges$0$26,280▲ $26,280
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,357,145$1,384,369▲ $27,224
Other Assets Total$0$66,998▲ $66,998
Liabilities
Accounts Payable and Accrued Expenses$18,017$69▼ $17,948
Other Liabilities$0$0→ $0
Total Liabilities$18,017$69▼ $17,948
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,339,128$1,384,300▲ $45,172
Total Liabilities and Net Assets / Fund Balance$1,357,145$1,384,369▲ $27,224

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$750,000--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
-Chair and President
-Board Member
-Board Member and VP

Highest Paid Contractors

ContractorServicesLocationCompensation
Lewis Roca Rothgerber Christie LLCLegal Fees201 EAST WASHINGTON STREET STE 1200, Phoenix, AZ 85004$703,760
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$923,578
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$45,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$806,449
Salaries, Compensation, and Employee Benefits$71,957
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$571,335$134,387-$705,722
Other Salaries and Wages$44,792$22,396-$67,188
Fees for Services Management-$50,750-$50,750
Insurance$15,659$5,747-$21,406
Travel$12,157$8,688-$20,845
Payroll Taxes$3,179$1,590-$4,769
Information Technology$1,712$856-$2,568
Other Expenses$3,079$126-$126
Conferences and Meetings$84$42-$126
Total Functional Expenses$651,997$226,409$0$878,406
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 specialized management services.”

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

“Form 990 was prepared by an independent accounting firm who reviews it with the Organization's CEO. After this review is completed, a complete copy of the Form 990 is provided to all members of the governing body for their review prior to filing.”

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

“The Organization will make its Form 990 (with certain information redacted as permitted under federal law) available on written request from any member of the general public.”

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 Jr
Title
CEO
Signed
2016-10-25
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
0

Preparer

Firm
Crowe Horwath Llp
Address
175 Powder Forest Drive, Simsbury, CT 06089-7902
Preparer
Kristin Anderson
Phone
8606789200
Raw XML AppendixShowing 400 of 458 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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02282131
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02282131
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0750000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Investment in Catholic Insurance Company
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueProgramRltdAmt0750000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization contracts with Strategic Risk Solutions (West) Inc. to provide specialized management services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 was prepared by an independent accounting firm who reviews it with the Organization's CEO. After this review is completed, a complete copy of the Form 990 is provided to all members of the governing body for their review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization will make its Form 990 (with certain information redacted as permitted under federal law) available on written request from any member of the general public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3 Delegation of management duties
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0CATHOLIC BENEFITS ASSOCIATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0464916153
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HEALTH CARE INSURANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CATHOLIC INSURANCE COMPANY
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt0145793
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0695 Jerry Street Suite 306
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Castle Rock
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd080104
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt071957
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Catholic Insurance Company
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01357145
IRS990/TotalAssetsEOYAmt01384369
IRS990/TotalAssetsGrp/BOYAmt01357145
IRS990/TotalAssetsGrp/EOYAmt01384369
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0226409
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0651997
IRS990/TotalFunctionalExpensesGrp/TotalAmt0878406
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018017
IRS990/TotalLiabilitiesEOYAmt069
IRS990/TotalLiabilitiesGrp/BOYAmt018017
IRS990/TotalLiabilitiesGrp/EOYAmt069
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01339128
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01384300

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,384,369
Liabilities
$69
Net assets
$1,384,300
Revenue
$923,578
Expenses
$878,406
Net income
$45,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.12$3.48$2.95$2.13$0.82
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.28$2.67$1.89$1.67$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.08$2.42$1.66$1.32$0.33
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.11$2.08$1.37$1.33$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.04$2.49$0.91$0.98$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.61$0.05$2.57$1.16$0.68$0.48
2018Detailed filing. Detailed filing data is available for this year.$2.83$0.75$2.09$1.88$1.52$0.35
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.12$1.73$1.17$0.95$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.02$1.52$0.98$0.85$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.92$0.88$0.05