CATHOLIC BENEFITS ASSOCIATION (EIN 464009437) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Phone

3036883822

Tax Period

2024-01-01 to 2024-12-31

CATHOLIC BENEFITS ASSOCIATION, founded in 2013, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $824K, a strong 28% operating margin.

Mission

ASSIST CATHOLIC EMPLOYERS IN PROVIDING BENEFITS TO EMPLOYEES THAT COMPORT WITH CATHOLIC MORAL PRINCIPLES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,500

Program Service Revenue $2,758,126

Investment Income $184,931

Other Revenue $0

TOTAL REVENUE $2,949,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $871,746

Fundraising Expenses $0

Program Expenses $1,860,418

Other Expenses $1,253,609

TOTAL EXPENSES $2,125,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,949,557	$1,886,465	+0.6%
Expenses	$2,125,355	$1,667,456	+0.3%
Net Income	$824,202	$219,009	+2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$430,909

Total Directors

$217,763

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARCHBISHOP PAUL S COAKLEY	VP & DIRECTOR	5.0	Officer Director	$0	$0	$0
ARCHBISHOP WILLIAM E LORI	CHAIR AND DIRECTOR	7.0	Officer Director	$0	$0	$0
BETH ELFREY	COMPLIANCE OFFICER	7.0	Officer Director	$0	$0	$0
CARLA K MILLS	TREASURER	7.0	Officer Director	$0	$0	$0
DOUGLAS G WILSON	CEO	40.0	Officer Director	$209,200	$8,563	$217,763
NANCY MATTHEWS	SECRETARY	7.0	Officer Director	$0	$0	$0
ARCHBISHOP BERNARD A HEBDA	DIRECTOR	2.0	Director	$0	$0	$0
ARCHBISHOP GREGORY M AYMOND	DIRECTOR	2.0	Director	$0	$0	$0
ARCHBISHOP JEROME E LISTECKI	DIRECTOR	2.0	Director	$0	$0	$0
ARCHBISHOP JOSEPH F NAUMANN	DIRECTOR	2.0	Director	$0	$0	$0
ARCHBISHOP SALVATORE J CORDILEONE	DIRECTOR	2.0	Director	$0	$0	$0
ARCHBISHOP THOMAS J WENSKI	DIRECTOR	2.0	Director	$0	$0	$0
BISHOP JOHN T FOLDA	DIRECTOR	2.0	Director	$0	$0	$0
HELEN M ALVARE	DIRECTOR	2.0	Director	$0	$0	$0
MOTHER AGNES MARY DONOVAN	DIRECTOR	2.0	Director	$0	$0	$0
SISTER DIANE MARIE MCGREW	DIRECTOR	2.0	Director	$0	$0	$0
SISTER MARY PETER MUEHLENKAMP	DIRECTOR	2.0	Director	$0	$0	$0
THOMAS M BUCKLEY	DIRECTOR	2.0	Director	$0	$0	$0
JASON W COON	VICE PRESIDENT	40.0	Officer	$205,204	$7,942	$213,146
AMANDA R COX	DIRECTOR-MEMBER SERVICES	40.0	Highest	$126,498	$4,904	$131,402
MARY E DELLERT-BARRY	DIRECTOR OF HR	40.0	Highest	$122,104	$5,774	$127,878

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,949,557	$2,125,355	$3,599,399	$824,202
2023	$1,886,465	$1,667,456	$2,950,723	$219,009
2022	$1,655,726	$1,321,392	$2,500,682	$334,334
2021	$1,367,920	$1,330,270	$2,192,496	$37,650
2020	$905,576	$982,725	$2,526,789	$-77,149
2019	$1,157,522	$679,607	$2,612,046	$477,915
2018	$1,878,544	$1,524,355	$2,834,845	$354,189

CATHOLIC BENEFITS ASSOCIATION