RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF (EIN 36-3094218)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-09
- IRS object ID
- 202422539349301362
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-09T14:50:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363094218 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELIGIOUS AND CHARITABLE RISK POOLING | BusinessNameLine1Txt |
| Business Name Line2 | TRUST OF THE BROTHERS OF THE CHRISTIAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RELI | BusinessNameControlTxt |
| Phone | 6303782900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 WINDHAM PKWY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604461672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK FEEHAN | PersonNm |
| Person Title | CFO OF CHRISTIAN BROTHERS SERVICES | PersonTitleTxt |
| Phone | 6303782900 | PhoneNum |
| Signature | 2024-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2024-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN BROTHERS RISK POOLING TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK FEEHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 WINDHAM PKWY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604461672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $299,986,500 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CBSERVICES.ORG/ | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TRUST WAS ESTABLISHED TO PROVIDE PROTECTION AND INDEMNIFY THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $101,780,952 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $105,391,792 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,160,001 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,209,725 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,576 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $106,946,529 | PYTotalRevenueAmt |
| CY Total Revenue | $126,601,517 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $75,033,863 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $91,653,830 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,146,599 | PYOtherExpensesAmt |
| CY Other Expenses | $20,020,358 | CYOtherExpensesAmt |
| PY Total Expenses | $94,180,462 | PYTotalExpensesAmt |
| CY Total Expenses | $111,674,188 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,766,067 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,927,329 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $387,643,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $449,981,916 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $232,680,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $252,057,806 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $154,963,483 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $197,924,110 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TRUST WAS ESTABLISHED TO PROVIDE PROTECTION AND INDEMNIFY THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $110,574,315 | ExpenseAmt |
| Revenue | $105,391,792 | RevenueAmt |
| Desc | THE TRUST PROVIDES PROTECTION AND INDEMNIFIES THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS DUE TO DAMAGE, DESTRUCTION OR LOSS OF PROPERTY, OR THE IMPOSITION OF LEGAL LIABILITY, AND PROTECTS FULL-TIME STUDENTS OF THE BENEFICIARIES AGAINST THE RISK OF LOSS DUE TO ACCIDENT, SICKNESS OR DISABLEMENT. IN ADDITION, THE TRUST PROVIDES WORKERS' COMPENSATION, OCCUPATIONAL DISEASE AND EMPLOYER LIABILITY TO BENEFICIARIES. | Desc |
| Total Program Service Expenses | $110,574,315 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN BROTHERS SERVICES PATRICK FEEHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6303782900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 WINDHAM PARKWAY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604461679 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SR JANICE BEMOWSKI RC | ||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 |
| MICHAEL FRIGO | ||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 |
| PRESTON KENDALL | ||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 |
| SR MARY HELENE GALUSZKA OSF | ||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 |
| CHERYL SHAW | ||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 |
| KEITH ZEKIND | ||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHRISTIAN BROTHERS SERVICES | |||||
| 1205 WINDHAM PKWY | ROMEOVILLE | IL | 60446 | ADMINISTRATIVE SERVICES | $18,805,400 |
| THE NORTHERN TRUST COMPANY | |||||
| 801 SOUTH CANAL STREET | CHICAGO | IL | 60607 | BANKING SERVICES | $446,342 |
| CHRISTIAN BROTHERS INVESTMENT SERVICES | |||||
| 777 THIRD AVENUE 29TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT SERVICES | $312,718 |
| TORTOISE CAPITAL ADVISORS LLC | |||||
| 6363 COLLEGE BOULEVARD SUITE 100 | OVERLAND PARK | KS | 66211 | INVESTMENT MANAGEMENT SERVICES | $169,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS EARNED | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $105,391,792 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,391,792 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $105,391,792 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,806,463 | TotalRevenueColumnAmt |
| Exclusion | $7,806,463 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $186,788,245 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $173,384,983 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,403,262 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,403,262 | TotalRevenueColumnAmt |
| Exclusion | $13,403,262 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,601,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,391,792 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,209,725 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,653,830 | TotalAmt |
| Program Services | $91,653,830 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099,873 | TotalAmt |
| Management And General | $1,099,873 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| ADMINISTRATIVE SERVICE | $18,805,400 | $18,805,400 |
| FINANCIAL REGULATORY FE | $39,340 | $39,340 |
| APPRAISAL FEES | $36,000 | $36,000 |
| MOTOR VEHICLE REPORT | $26,899 | $26,899 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,846 | TotalAmt |
| Program Services | $12,846 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,674,188 | TotalAmt |
| Program Services | $110,574,315 | ProgramServicesAmt |
| Management And General | $1,099,873 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,412,669 | BOYAmt |
| EOY | $18,011,903 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,543,979 | BOYAmt |
| EOY | $32,389,940 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,798,705 | BOYAmt |
| EOY | $19,732,990 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,400,038 | BOYAmt |
| EOY | $58,582,617 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,488,342 | BOYAmt |
| EOY | $321,264,466 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,643,733 | BOYAmt |
| EOY | $449,981,916 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,075,467 | BOYAmt |
| EOY | $481,514 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,963,899 | BOYAmt |
| EOY | $59,138,968 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,640,884 | BOYAmt |
| EOY | $192,437,324 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,680,250 | BOYAmt |
| EOY | $252,057,806 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,963,483 | BOYAmt |
| EOY | $197,924,110 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,963,483 | BOYAmt |
| EOY | $197,924,110 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,643,733 | BOYAmt |
| EOY | $449,981,916 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,927,329 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,033,298 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,000,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,605,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,198,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,780,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,391,792 | CurrentTaxYearAmt |
| Total | $482,976,710 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,000,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,605,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,198,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,780,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,391,792 | CurrentTaxYearAmt |
| Total | $482,976,710 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,786,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,727,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,629,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,992,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,798,972 | CurrentTaxYearAmt |
| Total | $34,935,908 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,786,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,727,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,629,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,992,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,798,972 | CurrentTaxYearAmt |
| Total | $34,935,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $448,040,802 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,802,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,203,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,563,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,586,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,806,463 | CurrentTaxYearAmt |
| Total | $30,962,242 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,802,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,203,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,563,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,586,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,806,463 | CurrentTaxYearAmt |
| Total | $30,962,242 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $5,576 | CurrentTaxYearMinus1YearAmt |
| Total | $150,485 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,890,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,865,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,762,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,373,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,198,255 | CurrentTaxYearAmt |
| Total | $514,089,437 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87150 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88360 | PublicSupportPY509Pct |
| Investment Income CY | 0.06020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DEBT AND DEBT RELATED SECURITIES | $121,428,623 | F |
| COMMON COMMINGLED TRUSTS | $196,934,374 | F |
| CAPTIVE INSURANCE COMPANY | $2,901,469 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $321,264,466 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CASE RESERVES | $108,987,448 |
| CLAIMS INCURRED BUT NOT REPORTED | $82,301,070 |
| CONTRIBUTION REFUNDS AND OVERPAYMENTS PAYABLE | $1,148,806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $192,437,324 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $153,649,550 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $28,033,298 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $28,033,298 | RevenueNotReportedAmt |
| Revenue Subtotal | $125,616,252 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $985,265 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $985,265 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $126,601,517 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $110,688,923 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $110,688,923 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $985,265 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $985,265 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $111,674,188 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, ITEM C, NAME OF ORGANIZATION: | RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF THE CHRISTIAN SCHOOLS AND AFFILIATES |
| FORM 990, PART VI, SECTION A, LINE 3 | THE TRUST HAS AN AGREEMENT WITH CHRISTIAN BROTHERS SERVICES TO PROVIDE CLAIMS ADMINISTRATION, UNDERWRITING, BILLING & ENROLLMENT OF MEMBERS, OFFICE SPACE, ACTUARIAL & GENERAL ACCOUNTING, AMONG OTHER DUTIES FOR THE TRUST. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF FINANCIAL OFFICER OF THE ADMINISTRATOR OF THE PLAN WILL REVIEW, SIGN AND FILE THE RETURN ON BEHALF OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FUND HAS ADOPTED THE CONFLICT OF INTEREST POLICY OF CHRISTIAN BROTHERS SERVICES. TRUSTEES ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 1023, FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PATRICK FEEHAN, 1205 WINDHAM PARKWAY, ROMEOVILLE, IL 60446-1679. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN BROTHERS SERVICES- 36-3884439 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 WINDHAM PKWY | AddressLine1Txt |
| City | ROMEOVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TPA OF PLANS FOR RELIGIOUS ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |