Civic Intelligence

Opus Caritatis Inc

990 • Fiscal year 2017 • EIN 20-1021326

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

Organization ProfileN/A
P O Box 15095Los Angeles, CA 90015

(213) 251-3475

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

67th percentile

9.3%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

9th percentile

$67,358

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

55th percentile

6.0%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-22%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$28,721,624

Up $1,617,456 (+6.0%) from 2016

Net Assets

Up

$28,717,342

Up $1,632,941 (+6.0%) from 2016

Liabilities

Down

$4,282

Down $15,485 (-78%) from 2016

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin67th percentile

Revenue

Down

$2,771,584

Down $761,824 (-22%) from 2016

Expenses

Up

$2,513,408

Up $30,732 (+1.2%) from 2016

Net Income

Down

$258,176

Down $792,556 (-75%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2011: $25,066,692Liabilities 2011: $27,195Net Assets 2011: $25,039,4972011Assets 2012: $25,987,948Liabilities 2012: $3,871Net Assets 2012: $25,984,0772012Assets 2013: $27,625,027Liabilities 2013: $19,234Net Assets 2013: $27,605,7932013Assets 2014: $28,357,592Liabilities 2014: $24,465Net Assets 2014: $28,333,1272014Assets 2015: $27,177,665Liabilities 2015: $20,359Net Assets 2015: $27,157,3062015Assets 2016: $27,104,168Liabilities 2016: $19,767Net Assets 2016: $27,084,4012016Assets 2017: $28,721,624Liabilities 2017: $4,282Net Assets 2017: $28,717,3422017Assets 2018: $29,503,807Liabilities 2018: $1,286Net Assets 2018: $29,502,5212018Assets 2019: $33,712,778Liabilities 2019: $0Net Assets 2019: $33,712,7782019Assets 2020: $243,192,729Liabilities 2020: $979,641Net Assets 2020: $242,213,0882020Assets 2021: $312,541,484Liabilities 2021: $1,411,253Net Assets 2021: $311,130,2312021Assets 2022: $300,359,281Liabilities 2022: $1,091,675Net Assets 2022: $299,267,6062022Assets 2023: $385,169,018Liabilities 2023: $27,825Net Assets 2023: $385,141,1932023Assets 2024: $340,061,621Liabilities 2024: $28,325Net Assets 2024: $340,033,2962024

Highlighted filing

2017

Assets$28,721,624
Liabilities$4,282
Net Assets$28,717,342
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $3,181,723Expenses 2011: $2,139,737Net Income 2011: $1,041,9862011Expenses 2012: $1,782,8362012Expenses 2013: $2,357,8032013Revenue 2014: $2,412,625Expenses 2014: $4,044,058Net Income 2014: -$1,631,4332014Revenue 2015: $2,596,921Expenses 2015: $3,879,355Net Income 2015: -$1,282,4342015Revenue 2016: $3,533,408Expenses 2016: $2,482,676Net Income 2016: $1,050,7322016Revenue 2017: $2,771,584Expenses 2017: $2,513,408Net Income 2017: $258,1762017Revenue 2018: $3,189,909Expenses 2018: $3,122,678Net Income 2018: $67,2312018Revenue 2019: $27,746,970Expenses 2019: $18,215,809Net Income 2019: $9,531,1612019Revenue 2020: $30,948,046Expenses 2020: $5,059,997Net Income 2020: $25,888,0492020Revenue 2021: $5,379,617Expenses 2021: $4,222,573Net Income 2021: $1,157,0442021Revenue 2022: $5,492,882Expenses 2022: $3,480,349Net Income 2022: $2,012,5332022Revenue 2023: $6,034,722Expenses 2023: $4,193,808Net Income 2023: $1,840,9142023Revenue 2024: $9,645,178Expenses 2024: $3,748,872Net Income 2024: $5,896,3062024

Highlighted filing

2017

Revenue$2,771,584
Expenses$2,513,408
Net Income$258,176
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$4,842,411
Mission and Program Overview

Mission

The primary purpose of the corporation is to engage in the solicitation, receipt and administration of property and from time to time disburse such property and income therefrom for the benefit of catholic charities of los angeles, inc., a california not-for-profit public benefit corporation under section 501(c)(3).

Provide financial support to Catholic Charities of Los Angeles, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,421,255$19,041,034▲ $1,619,779
Investments Other Securities$9,667,825$9,667,825→ $0
Cash and Non-Interest-Bearing Accounts$15,088$12,765▼ $2,323
Total Assets$27,104,168$28,721,624▲ $1,617,456
Liabilities
Accounts Payable and Accrued Expenses$19,767$4,282▼ $15,485
Total Liabilities$19,767$4,282▼ $15,485
Net Assets / Fund Balance
Temporarily Rstr Net Assets$27,084,401$28,717,342▲ $1,632,941
Total Net Assets Fund Balance$27,084,401$28,717,342▲ $1,632,941
Total Liabilities and Net Assets / Fund Balance$27,104,168$28,721,624▲ $1,617,456

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,667,825--
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleOtherTotal
Rev Msgr Gregory a CoxVice President$67,358$67,358

Board Members and Trustees

NameTitle
Bonifacio Bonny GarciaPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,771,584
Other Revenue
$0
Change in Net Assets
$258,176

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,695,565
Revenue Not Reported on Financial Statements
$76,019
Revenue Not Reported on Form 990
$1,374,765
Other Revenue Adjustments
$76,019
Total Revenue per Audited Statements
$4,070,330
Total Revenue per Form 990
$2,771,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,400,000
Other Expenses$113,408
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,400,000--$2,400,000
Fees for Service Investment Mgmnt Fees-$76,019-$76,019
Fees for Services Accounting-$30,000-$30,000
Fees for Services Legal-$6,695-$6,695
Office Expenses-$694-$694
Total Functional Expenses$2,400,000$113,408$0$2,513,408

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,513,408
Expenses per Audited Statements$2,437,389
Total Expenses per Audited Statements$2,437,389
Expenses Not Reported on Financial Statements$76,019
Other Expense Adjustments$76,019
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Charities of Los Angeles IncLos Angeles, CA501(c)(3)Aid Charitable Activities of Ccla$2,400,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“The board of directors is appointed by the moderator of the curia/vicar general of the roman catholic archdiocese of los angeles, with one of the board of directors being appointed by the governing board of catholic charities of los angeles, inc., a non-profit public benefit corporation.”

Form 990, Part VI, Section B, line 11B

“The form is approved by the appropriate board members before filing.”

Form 990, Part VI, Section B, line 12C

“At the beginning of each calendar year, all trustees are required to submit a "conflict of interest questionnaire." they are asked to return the questionnaire before or at the first regularly scheduled meeting of the board of trustees of that year. The responses are tracked by the executive office. The names of any trustees who have not submitted their questionnaires in a reasonable amount of time are forwarded to the corporate secretary who continues to follow up with the trustee until the questionnaire is completed.”

Form 990, Part VI, Section B, line 15A

“Upon review and approval by the board of directors, it was determined that there will be no compensation for any director of the organization. The organization does not have any employees.”

Form 990, Part VI, Section C, line 19

“The organization will make documents available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Opus Caritatis Inc
EIN
20-1021326
Phone
2132513475
Address
P O Box 15095, Los Angeles, CA 90015

Signing Officer

Name
Rev Msgr Gregory a Cox
Title
Vice President
Phone
2132513475
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Msgr Gregory a Cox
Formed
2004
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Armanino LLP
Address
11766 Wilshire Blvd 9th Floor, Los Angeles, CA 90025
Preparer
Thomas Schulte
Phone
3104784148
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“Investment management fees 76,019.”

Part XII, Line 4B - Other Adjustments:

“Investment management fees 76,019.”

Raw XML Appendix367 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019767
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04282
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Provide financial support to Catholic Charities of Los Angeles, Inc.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Sarah Elder
IRS990/BooksInCareOfDetail/PhoneNum02132513475
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01531 JAMES M WOOD BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090015
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt015088
IRS990/CashNonInterestBearingGrp/EOYAmt012765
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt02400000
IRS990/CYInvestmentIncomeAmt02771584
IRS990/CYOtherExpensesAmt0113408
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0258176
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02513408
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02771584
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GENERATED INCOME FROM INVESTMENTS TO SUPPORT CATHOLIC CHARITIES OF LOS ANGELES, INC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02400000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt030000
IRS990/FeesForServicesAccountingGrp/TotalAmt030000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06695
IRS990/FeesForServicesLegalGrp/TotalAmt06695
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt076019
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt076019
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt023906
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0REV MSGR GREGORY A COX
IRS990/Form990PartVIISectionAGrp/PersonNm1BONIFACIO BONNY GARCIA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt043452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0524018
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt02400000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02400000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02400000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02594845
IRS990/GrossReceiptsAmt04842411
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02247566
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02247566
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09667825
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09667825
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017421255
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019041034
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02070827
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE SOLICITATION, RECEIPT AND ADMINISTRATION OF PROPERTY AND FROM TIME TO TIME DISBURSE SUCH PROPERTY AND INCOME THEREFROM FOR THE BENEFIT OF CATHOLIC CHARITIES OF LOS ANGELES, INC., A CALIFORNIA NOT-FOR-PROFIT PUBLIC BENEFIT CORPORATION UNDER SECTION 501(c)(3).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027084401
IRS990/NetAssetsOrFundBalancesEOYAmt028717342
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0524018
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0524018
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01374765
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0694
IRS990/OfficeExpensesGrp/TotalAmt0694
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0REV MSGR GREGORY A COX
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02400000
IRS990/PYInvestmentIncomeAmt03533408
IRS990/PYOtherExpensesAmt082676
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01050732
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02482676
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03533408
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0258176
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Organization's Board is appointed by the Curia/Vicar General of the Roman Catholic Archdiocese of Los Angeles, with one of the Board Members being appointed by the Governing Board of the supported organization, Catholic Charities of Los Angeles, Inc.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section C, Line 1:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951690973
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02400000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CATHOLIC CHARITIES OF LA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt02400000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt076019
IRS990ScheduleD/ExpensesSubtotalAmt02437389
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01374765
IRS990ScheduleD/OtherExpensesNotIncludedAmt076019
IRS990ScheduleD/OtherRevenuesNotIncludedAmt076019
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt09667825
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Watson Land Company Stock
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt01374765
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt076019
IRS990ScheduleD/RevenueSubtotalAmt02695565
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT FEES 76,019.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT FEES 76,019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt09667825
IRS990ScheduleD/TotalExpensesPerForm990Amt02513408
IRS990ScheduleD/TotalRevenuePerForm990Amt02771584
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04070330
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02437389
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02400000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0AID CHARITABLE ACTIVITIES OF CCLA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC CHARITIES OF LOS ANGELES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0951690973
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01531 JAMES M WOOD BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090017
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ON A MONTHLY BASIS, ONE OF THE BOARD OF DIRECTORS REVIEWS THE PROGRAM'S FINANCIAL STATEMENTS. ON AN ANNUAL BASIS ALL THE BOARD OF DIRECTORS REVIEW THE AUDITED FINANCIAL STATEMENTS OF CATHOLIC CHARITIES OF LOS ANGELES, INC., THE GRANT RECIPIENT, FOR FINANCIAL INFORMATION CONCERNING THE PROGRAMS. MEMBERS OF THE BOARD ALSO VISIT THE SITES WHERE THE PROGRAMS ARE CONDUCTED TO MONITOR THEIR PROGRESS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS IS APPOINTED BY THE MODERATOR OF THE CURIA/VICAR GENERAL OF THE ROMAN CATHOLIC ARCHDIOCESE OF LOS ANGELES, WITH ONE OF THE BOARD OF DIRECTORS BEING APPOINTED BY THE GOVERNING BOARD OF CATHOLIC CHARITIES OF LOS ANGELES, INC., A NON-PROFIT PUBLIC BENEFIT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM IS APPROVED BY THE APPROPRIATE BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT THE BEGINNING OF EACH CALENDAR YEAR, ALL TRUSTEES ARE REQUIRED TO SUBMIT A "CONFLICT OF INTEREST QUESTIONNAIRE." THEY ARE ASKED TO RETURN THE QUESTIONNAIRE BEFORE OR AT THE FIRST REGULARLY SCHEDULED MEETING OF THE BOARD OF TRUSTEES OF THAT YEAR. THE RESPONSES ARE TRACKED BY THE EXECUTIVE OFFICE. THE NAMES OF ANY TRUSTEES WHO HAVE NOT SUBMITTED THEIR QUESTIONNAIRES IN A REASONABLE AMOUNT OF TIME ARE FORWARDED TO THE CORPORATE SECRETARY WHO CONTINUES TO FOLLOW UP WITH THE TRUSTEE UNTIL THE QUESTIONNAIRE IS COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS, IT WAS DETERMINED THAT THERE WILL BE NO COMPENSATION FOR ANY DIRECTOR OF THE ORGANIZATION. THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL MAKE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CATHOLIC CHARITIES OF LOS ANGELES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951690973
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVES THE POOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01531 JAMES M WOOD BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090017
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt027084401
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt028717342
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt027104168
IRS990/TotalAssetsEOYAmt028721624
IRS990/TotalAssetsGrp/BOYAmt027104168
IRS990/TotalAssetsGrp/EOYAmt028721624
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0113408
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02400000
IRS990/TotalFunctionalExpensesGrp/TotalAmt02513408
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019767
IRS990/TotalLiabilitiesEOYAmt04282
IRS990/TotalLiabilitiesGrp/BOYAmt019767
IRS990/TotalLiabilitiesGrp/EOYAmt04282
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027084401
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028717342
IRS990/TotalOtherCompensationAmt023906
IRS990/TotalProgramServiceExpensesAmt02400000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02771584
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02771584
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027104168
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028721624
IRS990/TotReportableCompRltdOrgAmt043452
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O Box 15095
IRS990/USAddress/CityNm0Los Angeles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090015
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REV MSGR GREGORY A COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum02132513475
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Opus Caritatis Inc
ReturnHeader/Filer/BusinessNameControlTxt0OPUS
ReturnHeader/Filer/EIN0201021326
ReturnHeader/Filer/PhoneNum02132513475
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 15095
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090015
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId032944E05676CDE9247B19067644C8267CD19105B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.204.177.227
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:47:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Armanino LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011766 Wilshire Blvd 9th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03104784148
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Schulte
ReturnHeader/ReturnTs02018-05-11T18:12:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,721,624
Liabilities
$4,282
Net assets
$28,717,342
Revenue
$2,771,584
Expenses
$2,513,408
Net income
$258,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$340$0.03$340$9.65$3.75$5.90
2023Detailed filing. Detailed filing data is available for this year.$385$0.03$385$6.03$4.19$1.84
2022Detailed filing. Detailed filing data is available for this year.$300$1.09$299$5.49$3.48$2.01
2021Detailed filing. Detailed filing data is available for this year.$313$1.41$311$5.38$4.22$1.16
2020Detailed filing. Detailed filing data is available for this year.$243$0.98$242$30.9$5.06$25.9
2019Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$27.7$18.2$9.53
2018Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$3.19$3.12$0.07
2017Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$2.77$2.51$0.26
2016Detailed filing. Detailed filing data is available for this year.$27.1$0.02$27.1$3.53$2.48$1.05
2015Detailed filing. Detailed filing data is available for this year.$27.2$0.02$27.2$2.60$3.88$1.28
2014Detailed filing. Detailed filing data is available for this year.$28.4$0.02$28.3$2.41$4.04$1.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.6$0.02$27.6$2.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$0.00$26.0$1.78
2011Summary only. Only limited summary data is available for this year.$25.1$0.03$25.0$3.18$2.14$1.04