Nonprofit · EIN 46-4009437
CATHOLIC BENEFITS ASSOCIATION LCA
Tax-exempt · CASTLE ROCK, CO 80104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,949,557 | $2,125,355 | $824,202 | $3,599,399 | $115,713 | $3,483,686 |
| December 31, 2023 | 990 | $1,886,465 | $1,667,456 | $219,009 | $2,950,723 | $282,804 | $2,667,919 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,500
- Program service revenue
- $2,758,126
- Investment income
- $184,931
- Net gain from sales of assets
- $13,933
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $430,909
- Other salaries and wages
- $342,673
- Salaries, compensation and benefits (total)
- $871,746
- Professional fundraising fees
- $0
- Legal fees
- $854,552
- Accounting fees
- $12,175
- Occupancy
- $78,049
- Travel
- $35,820
- Program services (functional)
- $1,860,418
- Management and general (functional)
- $264,937
Balance sheet and other
- Total assets, start of year
- $2,950,723
- Total assets, end of year
- $3,599,399
- Total liabilities, end of year
- $115,713
- Net assets, end of year
- $3,483,686
- Publicly traded securities
- $1,422,396
- Net assets without donor restrictions
- $3,483,686
- Gross receipts
- $2,949,557
- Employees
- 5
- Volunteers
- 14
- Year formed
- 2013
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS G WILSON | CEO Trustee or director, Officer | 40 | $209,200 | $8,563 |
| JASON W COON | VICE PRESIDENT Officer | 40 | $205,204 | $7,942 |
| AMANDA R COX | DIRECTOR-MEMBER SERVICES Highest-paid employee | 40 | $126,498 | $4,904 |
| MARY E DELLERT-BARRY | DIRECTOR OF HR Highest-paid employee | 40 | $122,104 | $5,774 |
| ARCHBISHOP PAUL S COAKLEY | VP & DIRECTOR Trustee or director, Officer | 5 | $0 | $0 |
| ARCHBISHOP WILLIAM E LORI | CHAIR AND DIRECTOR Trustee or director, Officer | 7 | $0 | $0 |
| BETH ELFREY | COMPLIANCE OFFICER Trustee or director, Officer | 7 | $0 | $0 |
| CARLA K MILLS | TREASURER Trustee or director, Officer | 7 | $0 | $0 |
| NANCY MATTHEWS | SECRETARY Trustee or director, Officer | 7 | $0 | $0 |
| ARCHBISHOP BERNARD A HEBDA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP GREGORY M AYMOND | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP JEROME E LISTECKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP JOSEPH F NAUMANN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP SALVATORE J CORDILEONE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP THOMAS J WENSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BISHOP JOHN T FOLDA | DIRECTOR Trustee or director | 2 | $0 |
| HELEN M ALVARE | DIRECTOR Trustee or director | 2 | $0 |
| MOTHER AGNES MARY DONOVAN | DIRECTOR Trustee or director | 2 | $0 |
| SISTER DIANE MARIE MCGREW | DIRECTOR Trustee or director | 2 | $0 |
| SISTER MARY PETER MUEHLENKAMP | DIRECTOR Trustee or director | 2 | $0 |
| THOMAS M BUCKLEY | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS G WILSON | CEO Trustee or director, Officer | 40 | $249,431 | $10,172 |
| JASON W COON | VICE PRESIDE Officer | 40 | $193,277 | $8,099 |
| MARY E DELLERT-BARRY | DIRECTOR OF Highest-paid employee | 40 | $122,892 | $3,687 |
| AMANDA R COX | DIRECTOR-MEM Highest-paid employee | 40 | $120,969 | $3,629 |
| HELEN M ALVARE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP GREGORY M AYMOND | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THOMAS M BUCKLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP PAUL S COAKLEY | VP & DIRECTO Trustee or director, Officer | 5 | $0 | $0 |
| ARCHBISHOP SALVATORE J CORDILEONE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MOTHER AGNES MARY DONOVAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BISHOP JOHN T FOLDA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP BERNARD A HEBDA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP JEROME E LISTECKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP WILLIAM E LORI | CHAIR & DIRE Trustee or director, Officer | 7 | $0 | $0 |
| SISTER DIANE MARIE MCGREW | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SISTER MARY PETER MUEHLENKAMP | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP JOSEPH F NAUMANN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ARCHBISHOP THOMAS J WENSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETH ELFREY | COMPLIANCE O Officer | 7 | $0 | $0 |
| NANCY MATTHEWS | SECRETARY Officer | 7 | $0 | $0 |
| CARLA K MILLS | TREASURER Officer | 7 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 695 JERRY ST STE 306, CASTLE ROCK, CO 80104-1708
- In care of
- % L MARTIN NUSSBAUM
- Principal officer (990 for 2024)
- Douglas G Wilson, 695 Jerry Street Suite 306, Castle Rock, CO 80104
- Signed the 990
- Douglas G Wilson, CEO
- Phone
- (303) 688-3822
- Return prepared by
- Larson & Company
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.
Program accomplishments
- TO MAINTAIN LITIGATION CHALLENGING LAWS AND REGULATIONS THAT COMPEL CATHOLIC EMPLOYERS TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES THAT CONTRADICT CATHOLIC MORAL PRINCIPLES.Expenses $1,123,387 · revenue $1,665,455
- CONSULTING SERVICES TO GUIDE RELIGIOUS EMPLOYERS AND THEIR BUSINESS PARTNERS WITHIN THEIR SELF-FUNDED PLAN EXPERIENCE.Expenses $378,412 · revenue $561,008
- 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.Expenses $358,619 · revenue $531,663
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-4009437
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1946
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $3,599,399
- Income (IRS master file)
- $2,949,557
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,949,557 | $2,125,355 | $3,599,399 | XML |
| 990 | December 2023 | $1,886,465 | $1,667,456 | $2,950,723 | XML |
| 990 | December 2022 | $1,655,726 | $1,321,392 | $2,500,682 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4009437).
Questions about CATHOLIC BENEFITS ASSOCIATION LCA
- What is the EIN of CATHOLIC BENEFITS ASSOCIATION LCA?
- The employer identification number (EIN) of CATHOLIC BENEFITS ASSOCIATION LCA is 46-4009437.
- Is CATHOLIC BENEFITS ASSOCIATION LCA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does CATHOLIC BENEFITS ASSOCIATION LCA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CATHOLIC BENEFITS ASSOCIATION LCA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATHOLIC BENEFITS ASSOCIATION LCA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CATHOLIC BENEFITS ASSOCIATION LCA?
- The 990 for the year ended December 31, 2024 names Douglas G Wilson.
- Who are the officers and directors of CATHOLIC BENEFITS ASSOCIATION LCA?
- The 990 for the year ended December 31, 2024 lists 21 people; 4 received compensation from the organization, the highest $209,200 (DOUGLAS G WILSON, CEO).
- How much revenue does CATHOLIC BENEFITS ASSOCIATION LCA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,949,557, expenses of $2,125,355 and total assets of $3,599,399 at year end.
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