Civic Intelligence

Catholic Benefits Association

990 • Fiscal year 2018 • EIN 46-4009437

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profilewww.catholicbenefitsassociation.org

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

69th percentile

0.26x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.40x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

89th percentile

$188,462

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

53%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

61%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$2,834,845

Up $976,265 (+53%) from 2017

Net Assets

Up

$2,088,116

Up $354,189 (+20%) from 2017

Liabilities

Up

$746,729

Up $622,076 (+499%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin77th percentile

Revenue

Up

$1,878,544

Up $709,098 (+61%) from 2017

Expenses

Up

$1,524,355

Up $573,782 (+60%) from 2017

Net Income

Up

$354,189

Up $135,316 (+62%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2018

Assets$2,834,845
Liabilities$746,729
Net Assets$2,088,116
Open 2018 Filing

Operations Trend

Revenue Growth90th 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

2018

Revenue$1,878,544
Expenses$1,524,355
Net Income$354,189
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$1,878,544
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
Cash and Non-Interest-Bearing Accounts$848,062$1,726,020▲ $877,958
Investments Program Related$750,000$750,000→ $0
Accounts Receivable$154,321$149,192▼ $5,129
Prepaid Expenses and Deferred Charges$15,184$27,447▲ $12,263
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors-$0-
Total Assets$1,858,580$2,834,845▲ $976,265
Other Assets Total$91,013$182,186▲ $91,173
Liabilities
Accounts Payable and Accrued Expenses$124,653$746,729▲ $622,076
Other Liabilities$0$0→ $0
Total Liabilities$124,653$746,729▲ $622,076
Net Assets / Fund Balance
Unrestricted Net Assets$1,733,927$2,088,116▲ $354,189
Total Net Assets Fund Balance$1,733,927$2,088,116▲ $354,189
Total Liabilities and Net Assets / Fund Balance$1,858,580$2,834,845▲ $976,265

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$750,000--
Other Assets Org$182,186--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-CEOPT$188,462$188,462
-Vice President, Catholic Insurance Company-$137,692$137,692

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$573,583
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,878,544
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$354,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$641,193
Salaries, Compensation, and Employee Benefits$165,162
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$718,000--$718,000
Fees for Services Legal$455,623$13,052-$468,675
Current Officers, Directors, Trustees, and Key Employees$62,821$31,410$0$94,231
Other Salaries and Wages$42,892$21,447-$64,339
Advertising$31,092$15,546-$46,638
Fees for Services Management$24,787$12,394-$37,181
Occupancy$20,426$10,213-$30,639
Travel$10,181$5,091-$15,272
Office Expenses$7,733$3,867-$11,600
Fees for Services Accounting$7,596$3,798-$11,394
Insurance$6,317$3,158-$9,475
Information Technology$5,167$2,583-$7,750
Payroll Taxes$4,395$2,197-$6,592
Other Expenses$1,713$856-$2,569
Total Functional Expenses$1,398,743$125,612$0$1,524,355
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
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
Audit committee
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 financial and administrative services. None of the organization's current or former Officers , Directors, Trustees , Key Employees, 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. The return is first provided to the organization's CEO for review. 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
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
10
Employees
3
Volunteers
10

Preparer

Firm
Crowe Llp
Address
175 Powder Forest Drive, Simsbury, CT 06089-7902
Preparer
Kristin Anderson
Phone
8606789200
Supplemental Narrative

Financial Statement Notes

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

“The Association accounts for income taxes in accordance with FASB ASC 740, Income Taxes, with respect to how companies should recognize, measure, present and disclose uncertain tax positions in their financial statements. The Association did not record any unrecognized tax benefits as of December 31, 2018 and 2017. The Association does not believe it is reasonably possible that its unrecognized tax benefits would materially change in the next twelve months. All tax years from 2015 forward are open and subject to examination by the Internal Revenue Service.”

Raw XML AppendixShowing 400 of 587 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/BOYAmt0124653
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0746729
IRS990/AccountsReceivableGrp/BOYAmt0154321
IRS990/AccountsReceivableGrp/EOYAmt0149192
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Assist Catholic Employers in providing benefits to employees that comport with Catholic moral principals.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt015546
IRS990/AdvertisingGrp/ProgramServicesAmt031092
IRS990/AdvertisingGrp/TotalAmt046638
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0718000
IRS990/BenefitsToMembersGrp/TotalAmt0718000
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Matthew Griffes SRS
IRS990/BooksInCareOfDetail/PhoneNum05125372838
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt018835 N Thompson Peak Pkwy Ste 210
IRS990/BooksInCareOfDetail/USAddress/CityNm0Scottsdale
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085255
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0848062
IRS990/CashNonInterestBearingGrp/EOYAmt01726020
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt031410
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt062821
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt094231
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0573583
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0201 EAST WASHINGTON STREET STE 1200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PHOENIX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085004
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0LEWIS ROCA ROTHGERBER CHRISTIE LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Legal Fees
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0718000
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0641193
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01878544
IRS990/CYRevenuesLessExpensesAmt0354189
IRS990/CYSalariesCompEmpBnftPaidAmt0165162
IRS990/CYTotalExpensesAmt01524355
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01878544
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
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/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0429518
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03798
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07596
IRS990/FeesForServicesAccountingGrp/TotalAmt011394
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt013052
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0455623
IRS990/FeesForServicesLegalGrp/TotalAmt0468675
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt012394
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt024787
IRS990/FeesForServicesManagementGrp/TotalAmt037181
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0true
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt17.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt25.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt117.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt127.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt17.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt117.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt127.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0DOUGLAS G WILSON JR
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1Most Rev William E Lori
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2Most Rev Paul Coakley
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3Most Rev Charles Chaput
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4BETH M ELFREY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5MOST REV GREGORY M AYMOND
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6MOST REV BERNARD A HEBDA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7MOST REV JOSEPH F NAUMANN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt8Most Rev Peter Sartain
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt9edward Hanway
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt10Helen Alvare
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt11NANCY MATTHEWS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt12WILLIAM J BAIRD III
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt13Jason W Coon
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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/ReportableCompFromOrgAmt0188462
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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/ReportableCompFromOrgAmt13137692
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/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR AND PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER AND VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President, Catholic Insurance Company
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01878544
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02583
IRS990/InformationTechnologyGrp/ProgramServicesAmt05167
IRS990/InformationTechnologyGrp/TotalAmt07750
IRS990/InsuranceGrp/ManagementAndGeneralAmt03158
IRS990/InsuranceGrp/ProgramServicesAmt06317
IRS990/InsuranceGrp/TotalAmt09475
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0750000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0750000
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0false
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 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01733927
IRS990/NetAssetsOrFundBalancesEOYAmt02088116
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt010213
IRS990/OccupancyGrp/ProgramServicesAmt020426
IRS990/OccupancyGrp/TotalAmt030639
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03867
IRS990/OfficeExpensesGrp/ProgramServicesAmt07733
IRS990/OfficeExpensesGrp/TotalAmt011600
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt091013
IRS990/OtherAssetsTotalGrp/EOYAmt0182186
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0856
IRS990/OtherExpensesGrp/ProgramServicesAmt01713
IRS990/OtherExpensesGrp/TotalAmt02569
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021447
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt042892
IRS990/OtherSalariesAndWagesGrp/TotalAmt064339
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02197
IRS990/PayrollTaxesGrp/ProgramServicesAmt04395
IRS990/PayrollTaxesGrp/TotalAmt06592
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015184
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027447
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0DOUGLAS G WILSON JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813110
IRS990/ProgramServiceRevenueGrp/BusinessCd1813110
IRS990/ProgramServiceRevenueGrp/BusinessCd2813110
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1LITIGATION DUES
IRS990/ProgramServiceRevenueGrp/Desc2SETTLEMENT FROM LITIGATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0579274
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1579274
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2719996
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0579274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1579274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2719996
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/ExpenseAmt0251225
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0579274
IRS990/ProgSrvcAccomActy3Grp/Desc0In 2018, the Association received a settlement in the amount of $719,996 from the Department of Justice on behalf of the membership to recover court costs previously paid as litigation expense. This settlement is included as settlement from litigation in the statements of activities and changes in net assets. The Board voted to return $718,000 to members as a refund of prior litigation fees paid into the Association.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0718000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0719996
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0844936
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01168946
IRS990/PYRevenuesLessExpensesAmt0218873
IRS990/PYSalariesCompEmpBnftPaidAmt0105637
IRS990/PYTotalExpensesAmt0950573
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01169446
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0354189
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt0579274
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0579274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0584973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0488828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0461789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0381705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02496569
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0579274
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0584473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0488828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0461789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0226849
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02341213
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt04226122
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0140331
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0130788
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0139878
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0142853
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt057810
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0611660
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0140331
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0130788
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0139878
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0142853
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt057810

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,834,845
Liabilities
$746,729
Net assets
$2,088,116
Revenue
$1,878,544
Expenses
$1,524,355
Net income
$354,189
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