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← CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR

Form 990 for tax year 2024

Filed by CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR.

Totals

Total revenue
$46,048,013
Total expenses
$41,537,571
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$45,484,923
Investment income
$563,090
Other revenue
$0
Total assets, end of year
$24,636,639
Total liabilities, end of year
$5,887,781
Net assets or fund balances, end of year
$18,748,858
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Contributions to the Trust

    total $45,484,923 · related or exempt $45,484,923

  • 3 · Investment income

    total $536,811 · excluded $536,811

  • 7a · Gross sales of assets other than inventory

    securities $26,279

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $26,279

  • 7d · Net gain or loss

    total $26,279 · excluded $26,279

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $36,912,274

  • 7 · Other salaries and wages

    total $121,694

  • 9 · Other employee benefits

    total $43,944

  • 10 · Payroll taxes

    total $8,563

  • 11c · Fees: accounting

    total $188,899

  • 11g · Fees: other

    total $155,080

  • 12 · Advertising and promotion

    total $8,338

  • 13 · Office expenses

    total $971

  • 17 · Travel

    total $17,469

  • 23 · Insurance

    total $60,625

  • 24a · Other expenses: Administrative Expenses

    total $4,018,954

  • 24b · Other expenses: Employee Expenses

    total $760

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,676,815 · end of year $5,579,101

  • 4 · Accounts receivable

    beginning of year $2,677,929 · end of year $3,835,773

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,272 · end of year $347,705

  • 11 · Investments: publicly traded securities

    beginning of year $5,030,659 · end of year $8,994,740

  • 12 · Investments: other securities

    beginning of year $4,549,837 · end of year $5,815,354

  • 15 · Other assets

    beginning of year $51,257 · end of year $63,966

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,828,550 · end of year $5,508,266

  • 25 · Other liabilities

    beginning of year $198,335 · end of year $379,515

  • 27 · Net assets without donor restrictions

    beginning of year $13,965,884 · end of year $18,748,858

Mission and programs · 2024

Mission

To provide health benefits to the employees & members of Catholic Charities USA and other qualifying Catholic Organizations.

  • The Trust provides for the payment of certain medical, dental and reimbursement of out of pocket or non-reimbursable medical, dental and vision expenses through flexible spending accounts.

As filed on the 2024 return.

Listed in Part VII

  • Kerry Robinson

    Chair

    Total calculated
    $0
    Hours/week
    3

  • Charles C Cornelio

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Elida Hernandez

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jane Durne Crowley

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Reverend Patrick Keating

    Trustee

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
3 November 2025
IRS schema version
2024v5.2
Source object
202513219349306346

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