2025-11-17T10:35:23+00:00 2024-12-31 870516083 Larson & Company 11240 S River Heights Dr Ste 300 South Jordan UT 840955123 990 2024-01-01 464009437 CATHOLIC BENEFITS ASSOCIATION CATH 3036883822 695 Jerry Street Suite 306 Castle Rock CO 80104 Douglas G Wilson CEO 2025-11-17 true true Richard Scoresby P00573067 8013131900 2025-11-14 2024 2025-03-06 01:10:19Z Douglas G Wilson 695 Jerry Street Suite 306 Castle Rock CO 80104 2949557 false X www.catholicbenefitsassociation.org X 2013 OK ASSIST CATHOLIC EMPLOYERS IN PROVIDING BENEFITS TO EMPLOYEES THAT COMPORT WITH CATHOLIC MORAL PRINCIPLES. 18 17 5 14 0 1124 6500 1871447 2758126 13894 184931 0 1886465 2949557 0 0 755141 871746 0 0 912315 1253609 1667456 2125355 219009 824202 2950723 3599399 282804 115713 2667919 3483686 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 1123387 0 1665455 TO MAINTAIN LITIGATION CHALLENGING LAWS AND REGULATIONS THAT COMPEL CATHOLIC EMPLOYERS TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES THAT CONTRADICT CATHOLIC MORAL PRINCIPLES. 378412 0 561008 CONSULTING SERVICES TO GUIDE RELIGIOUS EMPLOYERS AND THEIR BUSINESS PARTNERS WITHIN THEIR SELF-FUNDED PLAN EXPERIENCE. 358619 0 531663 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 COMPLY WITH CATHOLIC MORAL PRINCIPLES. 1860418 true true 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 false false false true 11 0 true 5 true false false false false false false false false false false false false X 18 17 false true false false false false false true true false false false false true true true true true true true false false X Strategic Risk Solutions Inc 3036883822 695 Jerry Street Suite 306 Castle Rock CO 80104 ARCHBISHOP PAUL S COAKLEY VP & DIRECTOR 5.0 X X 0 0 0 ARCHBISHOP WILLIAM E LORI CHAIR AND DIRECTOR 7.0 X X 0 0 0 BETH ELFREY COMPLIANCE OFFICER 7.0 X X 0 0 0 CARLA K MILLS TREASURER 7.0 X X 0 0 0 DOUGLAS G WILSON CEO 40.0 X X 209200 0 8563 NANCY MATTHEWS SECRETARY 7.0 X X 0 0 0 ARCHBISHOP BERNARD A HEBDA DIRECTOR 2.0 X 0 0 0 ARCHBISHOP GREGORY M AYMOND DIRECTOR 2.0 X 0 0 0 ARCHBISHOP JEROME E LISTECKI DIRECTOR 2.0 X 0 0 0 ARCHBISHOP JOSEPH F NAUMANN DIRECTOR 2.0 X 0 0 0 ARCHBISHOP SALVATORE J CORDILEONE DIRECTOR 2.0 X 0 0 0 ARCHBISHOP THOMAS J WENSKI DIRECTOR 2.0 X 0 0 0 BISHOP JOHN T FOLDA DIRECTOR 2.0 X 0 0 0 HELEN M ALVARE DIRECTOR 2.0 X 0 0 0 MOTHER AGNES MARY DONOVAN DIRECTOR 2.0 X 0 0 0 SISTER DIANE MARIE MCGREW DIRECTOR 2.0 X 0 0 0 SISTER MARY PETER MUEHLENKAMP DIRECTOR 2.0 X 0 0 0 THOMAS M BUCKLEY DIRECTOR 2.0 X 0 0 0 JASON W COON VICE PRESIDENT 40.0 X 205204 0 7942 AMANDA R COX DIRECTOR-MEMBER SERVICES 40.0 X 126498 0 4904 MARY E DELLERT-BARRY DIRECTOR OF HR 40.0 X 122104 0 5774 663006 0 27183 4 false true false FIRST & FOURTEENTH PLLC 2 NORTH CASCADE AVENUE SUITE 1430 COLORADO SPRINGS CO 80903 LEGAL SERVICES 749907 1 6500 6500 MEMBERSHIP DUES 900099 1825860 1825860 COMMISSION REVENUE 900099 133173 133173 Reimbursement of Legal Fees 900099 799093 799093 0 0 0 0 2758126 170998 170998 0 0 13933 13933 0 13933 13933 0 0 0 0 0 2949557 2758126 0 184931 430909 354387 76522 0 342673 281820 60853 13371 10997 2374 32811 26984 5827 51982 42751 9231 854552 854552 12175 12175 99102 52941 46161 0 80602 80602 17209 12907 4302 38967 29225 9742 78049 58537 19512 35820 26865 8955 11289 8467 2822 327 245 82 15301 11476 3825 Dues and Subscriptions 10216 7662 2554 0 0 0 0 2125355 1860418 264937 0 2112039 101078 1849451 185232 180809 0 0 0 0 32791 10929 0 0 0 0 533837 1422396 0 0 86824 34736 2950723 3599399 170223 52390 24048 27360 0 0 88533 35963 282804 115713 X 2667919 3483686 2667919 3483686 2950723 3599399 824202 -8435 0 X true X false X true false X 6300 8625 18928 1124 805593 840570 899276 1359295 1636798 1871447 1959033 7725849 0 0 0 905576 1367920 1655726 1872571 2764626 8566419 0 0 0 0 0 0 436964 548475 552499 608349 311194 2457481 436964 548475 552499 608349 311194 2457481 6108938 13605 170998 184603 0 0 0 0 13605 170998 184603 0 0 0 0 0 0 0 905576 1367920 1655726 1886176 2935624 8751022 0.69808 0.60767 0.02 0.0 X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Federal Income Taxes Lease Liability 35963 35963 X 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 X false false false false false false false false false DOUGLAS G WILSON CEO 209200 0 0 0 0 0 8563 0 0 0 217763 0 0 0 JASON W COON VICE PRESIDENT 205204 0 0 0 0 0 7942 0 0 0 213146 0 0 0 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.