Civic Intelligence

Catholic Benefits Association

990 • Fiscal year 2016 • EIN 46-4009437

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 06, 2017

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

28th percentile

0.02x

Higher debt load relative to assets than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.03x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$150,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

5.9%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,539,933

Up $155,564 (+11%) from 2015

Net Assets

Up

$1,515,054

Up $130,754 (+9.4%) from 2015

Liabilities

Up

$24,879

Up $24,810 (+35957%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin73rd percentile

Revenue

Up

$977,656

Up $54,078 (+5.9%) from 2015

Expenses

Down

$846,902

Down $31,504 (-3.6%) from 2015

Net Income

Up

$130,754

Up $85,582 (+189%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2016

Assets$1,539,933
Liabilities$24,879
Net Assets$1,515,054
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

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

2016

Revenue$977,656
Expenses$846,902
Net Income$130,754
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 6, 2017
Return Version
2016v3.0
Gross Receipts
$977,656
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
Rtn Earn Endowment Incm Other Fnds$634,300$765,054▲ $130,754
Investments Program Related$750,000$750,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$750,000$750,000→ $0
Cash and Non-Interest-Bearing Accounts$445,780$613,235▲ $167,455
Accounts Receivable$95,311$122,149▲ $26,838
Prepaid Expenses and Deferred Charges$26,280$17,348▼ $8,932
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,384,369$1,539,933▲ $155,564
Other Assets Total$66,998$37,201▼ $29,797
Liabilities
Accounts Payable and Accrued Expenses$69$24,879▲ $24,810
Other Liabilities$0$0→ $0
Total Liabilities$69$24,879▲ $24,810
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,384,300$1,515,054▲ $130,754
Total Liabilities and Net Assets / Fund Balance$1,384,369$1,539,933▲ $155,564

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$750,000--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-CEOPT$75,000$75,000$150,000

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Lewis Roca Rothgerber Christie LLCLegal Fees201 EAST WASHINGTON STREET STE 1200, Phoenix, AZ 85004$620,941
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$977,656
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$130,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$750,890
Salaries, Compensation, and Employee Benefits$96,012
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$601,819$24,254-$626,073
Current Officers, Directors, Trustees, and Key Employees$50,000$25,000-$75,000
Fees for Services Management-$51,188-$51,188
Insurance$11,794$5,897-$17,691
Fees for Services Accounting-$15,000-$15,000
Other Salaries and Wages$8,597$4,298-$12,895
Office Expenses$6,235$3,118-$9,353
Information Technology$5,798$2,899-$8,697
Occupancy$5,511$2,756-$8,267
Travel$4,571$2,285-$6,856
Advertising$4,200$2,100-$6,300
Payroll Taxes$3,846$1,923-$5,769
Other Employee Benefits$1,565$783-$2,348
Other Expenses$274$137-$411
Total Functional Expenses$704,210$142,692$0$846,902
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$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
Yes
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'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 Jr
Title
CEO
Signed
2017-07-06
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
11
Employees
2
Volunteers
0

Preparer

Firm
Crowe Horwath Llp
Address
175 Powder Forest Drive, Simsbury, CT 06089-7902
Preparer
Kristin Anderson
Phone
8606789200
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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/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1Most Rev Paul Coakley
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2Most Rev Charles Chaput
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3Most Rev Peter Sartain
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4edward Hanway
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5Carolyn Woo
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6Helen Alvare
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7BETH M ELFREY
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt10MOST REV JOSEPH F NAUMANN
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt13WILLIAM J BAIRD III
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IRS990/MissionDesc0The Association was formed for the purpose of supporting 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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt01515054
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02756
IRS990/OccupancyGrp/ProgramServicesAmt05511
IRS990/OccupancyGrp/TotalAmt08267
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03118
IRS990/OfficeExpensesGrp/ProgramServicesAmt06235
IRS990/OfficeExpensesGrp/TotalAmt09353
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0783
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01565
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02348
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS FEES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01054
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1137
IRS990/OtherExpensesGrp/ProgramServicesAmt0274
IRS990/OtherExpensesGrp/TotalAmt01054
IRS990/OtherExpensesGrp/TotalAmt1411
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04298
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08597
IRS990/OtherSalariesAndWagesGrp/TotalAmt012895
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01923
IRS990/PayrollTaxesGrp/ProgramServicesAmt03846
IRS990/PayrollTaxesGrp/TotalAmt05769
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt0750000
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt0750000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026280
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017348
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0DOUGLAS G WILSON JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813110
IRS990/ProgramServiceRevenueGrp/BusinessCd1813110
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1LITIGATION DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0488828
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1488828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0488828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1488828
IRS990/ProgSrvcAccomActy2Grp/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/ProgSrvcAccomActy2Grp/ExpenseAmt0176375
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0488828
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0806449
IRS990/PYProgramServiceRevenueAmt0923578
IRS990/PYRevenuesLessExpensesAmt045172
IRS990/PYSalariesCompEmpBnftPaidAmt071957
IRS990/PYTotalExpensesAmt0878406
IRS990/PYTotalRevenueAmt0923578
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0130754
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt0488828
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0634300
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0765054
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0977656
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0923577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01358554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03259787
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt03259787
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0977656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0923577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01358554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt03259787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0977656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0923577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01358554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03259787
IRS990/ScheduleBRequiredInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,539,933
Liabilities
$24,879
Net assets
$1,515,054
Revenue
$977,656
Expenses
$846,902
Net income
$130,754
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