2023-07-13T09:02:29-05:00 2022-08-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2021-09-01 680589116 COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST INC COLL 2146659467 1845 E NORTHGATE DR 721 IRVING TX 75062 SCOTT KIEDAISCH EXECUTIVE DIRECTOR 2146659467 2023-07-12 1 SCOTT KIEDAISCH 999009999 KEVIN WARNEKE P01294950 2148717500 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SCOTT KIEDAISCH 1845 E NORTHGATE DR 721 IRVING TX 75062 7017820 0 X N/A X 2004 TX SEE PART III 3 3 1 3 0 0 0 0 8300842 7014187 7850 3633 0 0 8308692 7017820 0 0 7014666 6473009 123171 117206 0 0 0 1530857 1501989 8668694 8092204 -360002 -1074384 6119793 5030353 706003 710055 5413790 4320298 PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 527 ENROLLED INDIVIDUALS. 0 0 PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 527 ENROLLED INDIVIDUALS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X SCOTT KIEDAISCH 2146659467 1845 E NORTHGATE DR 721 IRVING TX 75062 JOHN PLOTTS PRESIDENT 5.00 40.00 X X 0 295183 37114 MELANIE OELFKE SECRETARY 5.00 40.00 X X 0 72113 0 ROBERT WATLING TREASURER 5.00 40.00 X X 0 205076 24220 SCOTT KIEDAISCH EXECUTIVE DIRECTOR 45.00 0.00 X 107000 0 0 107000 572372 61334 1 0 1 0 BLUE CROSS BLUE SHIELD OF TEXAS 1001 LOOKOUT DRIVE RICHARDSON TX 75028 CLAIMS PROCESSING 356330 HOLMES MURPHY & ASSOCIATES 2727 GRAND PRAIRIE PARKWAY WAUKEE IA 50263 CONSULTING/ACTUARIAL 112500 2 BENEFIT PREMIUMS 525100 7014187 7014187 7014187 3633 3633 7017820 7014187 0 3633 6473009 107000 1984 8222 17922 46000 501632 69956 3640 37338 STOP LOSS INSURANCE 472836 DENTAL INSURANCE PREMIU 347425 WELLNESS PROGRAMS 5240 8092204 2648814 2149770 3330334 2722047 140645 158536 6119793 5030353 706003 710055 706003 710055 X 5413790 4320298 5413790 4320298 6119793 5030353 -1074384 -19108 0 X X 0 1 X 1 0 0 X 6998712 -19108 -19108 7017820 0 7017820 8092204 0 8092204 0 8092204 PART X, LINE 2: CARES HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED AUGUST 31, 2006 STATING THAT IT IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND ITS REGULATIONS. THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS ALSO INTENDED TO BE EXEMPT. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN AND TRUST, AS AMENDED, ARE DESIGNED AND ARE CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2022 AND 2021 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X X 0 0 0 JOHN PLOTTS PRESIDENT 0 284207 0 10000 0 976 0 19489 0 17625 0 332297 0 0 ROBERT WATLING TREASURER 0 204986 0 0 0 90 0 14446 0 9774 0 229296 0 0 PART I, LINE 3 THE CARES BOARD OF DIRECTORS UTILIZED HIGHER EDUCATION COMPENSATION SURVEYS TO ESTABLISH THE SALARY FOR THE EXECUTIVE DIRECTOR OF CARES. THE EXECUTIVE DIRECTOR HAS BEEN UNDER AN EMPLOYMENT CONTRACT SINCE JANUARY 1, 2018. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS OF FORM 990 THE 990 IS REVIEWED AND ACCEPTED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE PRIOR TO SIGNING AND SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: AUDIT OVERSIGHT BOARD NO CHANGE HAS BEEN MADE TO THE ORGANIZATION'S AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS. UNIVERSITY OF DALLAS 1845 E NORTHGATE DRIVE IRVING TX 75062 750926755 CONTRIBUTING EMPLOYER TX 501(C)(3) LINE 2 0 AUSTIN COLLEGE 900 N GRAND AVENUE SHERMAN TX 75090 750827409 CONTRIBUTING EMPLOYER TX 501(C)(3) LINE 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0