2024-07-12T15:22:48-05:00 2023-08-31 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2022-09-01 680589116 COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST INC COLL 2146659467 1845 E NORTHGATE DR 721 IRVING TX 75062 SCOTT KIEDAISCH EXECUTIVE DIRECTOR 2146659467 2024-07-08 1 SCOTT KIEDAISCH 999009999 1 KEVIN WARNEKE P01294950 2148717500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT KIEDAISCH 1845 E NORTHGATE DR 721 IRVING TX 75062 8011432 0 X N/A X 2004 TX PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS 4 0 1 0 0 0 0 0 7014187 7958550 3633 52882 0 0 7017820 8011432 0 0 6473009 6406573 117206 115222 0 0 0 1501989 1731837 8092204 8253632 -1074384 -242200 5030353 4880784 710055 793295 4320298 4087489 PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 518 ENROLLED INDIVIDUALS. 0 0 PROVIDING MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS OF PARTICIPATING EMPLOYERS INCLUDING CLAIM PAYMENTS AND ADMINISTRATION TO APPROXIMATELY 518 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 0 0 X 4 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 X SCOTT KIEDAISCH 2146659467 1845 E NORTHGATE DR 721 IRVING TX 75062 ROBERT WATLING PRESIDENT 5.00 40.00 X X 0 213021 18934 J PERNELL JONES VICE PRESIDENT 5.00 40.00 X X 0 88071 12981 MARY FLECK TREASURER 5.00 40.00 X X 0 120210 32809 MELANIE OELFKE SECRETARY 5.00 40.00 X X 0 84855 25557 SCOTT KIEDAISCH EXECUTIVE DIRECTOR 45.00 X 107000 0 0 107000 506157 90281 1 0 1 0 BLUE CROSS BLUE SHIELD OF TEXAS 1001 LOOKOUT DRIVE RICHARDSON TX 75028 CLAIMS PROCESSING 390139 HOLMES MURPHY & ASSOCIATES 2727 GRAND PRAIRIE PARKWAY WAUKEE IA 50263 CONSULTING/ACTUARIAL 157500 2 BENEFIT PREMIUMS 525100 7958550 7958550 7958550 52882 52882 8011432 7958550 0 52882 6406573 107000 8222 3242 23050 533506 2000 70576 6785 1118 39759 STOP LOSS INSURANCE 485351 DENTAL INSURANCE PREMIU 345907 LIFE/DISABILITY PREMIUM 173282 VISION PREMIUMS 35607 11654 8253632 2149770 2364537 2722047 2284321 158536 231926 5030353 4880784 710055 793295 710055 793295 X 4320298 4087489 4320298 4087489 5030353 4880784 -242200 9391 0 X X 0 1 X 1 0 0 X 8020823 9391 9391 8011432 0 8011432 8253632 0 8253632 0 8253632 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 AND, THEREFORE, BELIEVES THE PLAN AND TRUST ARE TAX-EXEMPT. HOWEVER, FROM TIME TO TIME, THE PLAN AND TRUST CAN BE SUBJECT TO UNRELATED BUSINESS INCOME TAXES. FOR 2023 AND 2022 NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED AS A RESULT OF UNRELATED BUSINESS TAXABLE INCOME. 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, 2023 AND 2022 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 ROBERT WATLING PRESIDENT 0 212931 0 0 0 90 0 14975 0 3959 0 231955 0 0 MARY FLECK TREASURER 0 119895 0 0 0 315 0 25243 0 7566 0 153019 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 A, LINE 6 THE ORGANIZATION'S MEMBERS SHALL BE EACH SCHOOL IN GOOD STANDING WITH THE INDEPENDENT COLLEGES AND UNIVERSITIES OF TEXAS (ICUT) OR A SCHOOL IN GOOD STANDING OF AN ASSOCIATION OF PRIVATE COLLEGES AND UNIVERSITIES LOCATED IN STATES CONTIGUOUS TO TEXAS WHICH IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU), THAT ELECTS TO PARTICIPATE AND EXECUTES A MEMBERSHIP AND ADOPTION AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER IS ENTITLED TO APPOINT TWO DESIGNATED REPRESENTATIVES, WHICH WILL BE THE DIRECTORS OF THE ORGANIZATION, TO PARTICIPATE IN MEETINGS OF THE MEMBERS. 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: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT, INCLUDING THE REVIEW AND APPOINTMENT OF THE OUTSIDE AUDITOR AND THE REVIEW AND APPROVAL OF THE SCOPE OF THE AUDIT. THIS HAS NOT CHANGED FROM PRIOR YEARS. 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