Nonprofit · EIN 45-6491273
CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR
Tax-exempt · LEESBURG, VA 20177
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $46,048,013 | $41,537,571 | $4,510,442 | $24,636,639 | $5,887,781 | $18,748,858 |
| December 31, 2023 | 990 | $44,556,837 | $37,771,826 | $6,785,011 | $18,992,769 | $5,026,885 | $13,965,884 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $45,484,923
- Investment income
- $563,090
- Net gain from sales of assets
- $26,279
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $36,912,274
- Other salaries and wages
- $121,694
- Salaries, compensation and benefits (total)
- $174,201
- Professional fundraising fees
- $0
- Accounting fees
- $188,899
- Travel
- $17,469
Balance sheet and other
- Total assets, start of year
- $18,992,769
- Total assets, end of year
- $24,636,639
- Total liabilities, end of year
- $5,887,781
- Net assets, end of year
- $18,748,858
- Publicly traded securities
- $8,994,740
- Net assets without donor restrictions
- $18,748,858
- Gross receipts
- $46,048,013
- Employees
- 1
- Volunteers
- 5
- Year formed
- 2011
- State of legal domicile
- VA
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 |
|---|---|---|---|
| Kerry Robinson | Chair Trustee or director | 3 | $0 |
| Charles C Cornelio | Trustee Trustee or director | 1 | $0 |
| Elida Hernandez | Trustee Trustee or director | 1 | $0 |
| Jane Durne Crowley | Trustee Trustee or director | 1 | $0 |
| Reverend Patrick Keating | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kerry Robinson | Chair Trustee or director | 3 | $0 |
| Charles C Cornelio | Trustee Trustee or director | 1 | $0 |
| Elida Hernandez | Trustee Trustee or director | 1 | $0 |
| Jane Durne Crowley | Trustee Trustee or director | 1 | $0 |
| Reverend Patrick Keating | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1177, LEESBURG, VA 20177-1177
- In care of
- % CORDIA PARTNERS
- Principal officer (990 for 2024)
- Keith R Styles Esq, 2050 Ballenger Avenue, Alexandria, VA 22314
- Signed the 990
- Keith R Styles Esq, Authorized Representative
- Phone
- (703) 549-1390
- Return prepared by
- Aprio Advisory Group LLC
Mission
To provide health benefits to the employees & members of Catholic Charities USA and other qualifying Catholic Organizations.
Program accomplishments
- 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.
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
- 45-6491273
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $24,636,639
- Income (IRS master file)
- $46,048,013
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $46,048,013 | $41,537,571 | $24,636,639 | XML |
| 990 | December 2023 | $44,556,837 | $37,771,826 | $18,992,769 | XML |
| 990 | December 2022 | $41,175,292 | $38,203,405 | $11,925,296 | 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 45-6491273).
Questions about CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR
- What is the EIN of CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR?
- The employer identification number (EIN) of CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR is 45-6491273.
- Is CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
- Are donations to CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR 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 CHARITIES USA EMPLOYEE WELFARE BENEFIT TR 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 CHARITIES USA EMPLOYEE WELFARE BENEFIT TR 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 CHARITIES USA EMPLOYEE WELFARE BENEFIT TR?
- The 990 for the year ended December 31, 2024 names Keith R Styles Esq.
- Who are the officers and directors of CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $46,048,013, expenses of $41,537,571 and total assets of $24,636,639 at year end.
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All nonprofits in LEESBURG · Virginia · Mutual and membership benefit