2024-11-14T17:22:44-05:00 2023-12-31 870516083 LARSON & COMPANY PC 11240 S RIVER HEIGHTS DR STE 300 SOUTH JORDAN UT 840955123 990 2023-01-01 464009437 CATHOLIC BENEFITS ASSOCIATION CATH 3036883822 695 JERRY STREET SUITE 306 CASTLE ROCK CO 80104 DOUGLAS G WILSON CEO 3092413579 2024-11-12 true true RICHARD SCORESBY CPA P00573067 8013131900 2024-11-12 2023 2024-10-15 13:58:12Z DOUGLAS G WILSON 695 JERRY STREET SUITE 306 CASTLE ROCK CO 80104 1886465 false X WWW.CATHOLICBENEFITSASSOCIATION.ORG X 2013 OK ASSIST CATHOLIC EMPLOYERS IN PROVIDING BENEFITS TO EMPLOYEES THAT COMPORT WITH CATHOLIC MORAL PRINCIPLES. 15 14 4 14 0 18928 1124 1636798 1871447 13894 0 1655726 1886465 0 0 639899 755141 0 0 681493 912315 1321392 1667456 334334 219009 2500682 2950723 81537 282804 2419145 2667919 X 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. false false 704746 918013 TO MAINTAIN LITIGATION CHALLENGING LAWS AND REGULATIONS THAT COMPEL CATHOLIC EMPLOYERS TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES THAT CONTRADICT CATHOLIC MORAL PRINCIPLES. 396340 516279 TO 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 COMPLIES WITH CATHOLIC MORAL PRINCIPLES. 335598 437155 CONSULTING SERVICES TO GUIDE RELIGIOUS EMPLOYERS AND THEIR BUSINESS PARTNERS WITHIN THEIR SELF-FUNDED PLAN EXPERIENCE. 1436684 true false false false false false false false false false false false false false true true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 8 0 true 4 true false false false false false false false false false false false false X 15 14 false true false false false false false true true false false false true true true true true true true false X STRATEGIC RISK SOLUTIONS INC 3036883822 695 JERRY STREET SUITE 306 CASTLE ROCK CO 80104 DOUGLAS G WILSON CEO 40.00 X X 249431 0 10172 JASON W COON VICE PRESIDE 40.00 X 193277 0 8099 MARY E DELLERT-BARRY DIRECTOR OF 40.00 X 122892 0 3687 AMANDA R COX DIRECTOR-MEM 40.00 X 120969 0 3629 HELEN M ALVARE DIRECTOR 2.00 X 0 0 0 ARCHBISHOP GREGORY M AYMOND DIRECTOR 2.00 X 0 0 0 THOMAS M BUCKLEY DIRECTOR 2.00 X 0 0 0 ARCHBISHOP PAUL S COAKLEY VP & DIRECTO 5.00 X X 0 0 0 ARCHBISHOP SALVATORE J CORDILEONE DIRECTOR 2.00 X 0 0 0 MOTHER AGNES MARY DONOVAN DIRECTOR 2.00 X 0 0 0 BISHOP JOHN T FOLDA DIRECTOR 2.00 X 0 0 0 ARCHBISHOP BERNARD A HEBDA DIRECTOR 2.00 X 0 0 0 ARCHBISHOP JEROME E LISTECKI DIRECTOR 2.00 X 0 0 0 ARCHBISHOP WILLIAM E LORI CHAIR & DIRE 7.00 X X 0 0 0 SISTER DIANE MARIE MCGREW DIRECTOR 2.00 X 0 0 0 SISTER MARY PETER MUEHLENKAMP DIRECTOR 2.00 X 0 0 0 ARCHBISHOP JOSEPH F NAUMANN DIRECTOR 2.00 X 0 0 0 ARCHBISHOP THOMAS J WENSKI DIRECTOR 2.00 X 0 0 0 BETH ELFREY COMPLIANCE O 7.00 X 0 0 0 NANCY MATTHEWS SECRETARY 7.00 X 0 0 0 CARLA K MILLS TREASURER 7.00 X 0 0 0 686569 25587 4 false true false NUSSBAUM SPEIR GLEASON PLLC 2 NORTH CASCADE AVENUE STE 1430 COLORADO SPRINGS CO 80903 LEGAL SERVICES 526539 1 1124 1124 MEMBERSHIP DUES 900099 1750099 1750099 COMMISSION REVENUE 900099 121348 121348 1871447 13605 13605 289 289 289 289 1886465 1871447 13894 460979 382156 78823 227419 188532 38887 6422 5324 1098 10400 8622 1778 49921 41385 8536 534435 534435 11675 11675 106389 50759 55630 83381 83381 19696 14796 4900 29879 22450 7429 73921 55542 18379 38311 38311 14628 10991 3637 1667456 1436684 230772 0 2230606 2112039 237359 185232 32717 32791 533837 86824 2500682 2950723 81537 170223 24048 88533 81537 282804 X 2419145 2667919 2419145 2667919 2500682 2950723 219009 29765 X true X false true false X 6300 8625 18928 1124 34977 1157522 899276 1359295 1636798 1871447 6924338 1157522 905576 1367920 1655726 1872571 6959315 575764 436964 548475 552499 608349 2722051 575764 436964 548475 552499 608349 2722051 4237264 13605 13605 13605 13605 1157522 905576 1367920 1655726 1886176 6972920 0.60770 0.56850 0.00000 0.00000 X LEASE LIABILITY 88533 88533 X SCHEDULE D, PAGE 3, PART X MANAGEMENT HAS EVALUATED THE ASSOCIATIONS 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. X false false false false false false false false false DOUGLAS G WILSON CEO 249431 4972 5200 259603 JASON W COON VICE PRESIDENT 193277 2899 5200 201376 FORM 990 - ORGANIZATION'S 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. FORM 990, PAGE 6, PART VI, LINE 3 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, PAGE 6, PART VI, LINE 11B 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, PAGE 6, PART VI, LINE 12C 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, PAGE 6, PART VI, LINE 15A 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, PAGE 6, PART VI, LINE 15B 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, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.