Civic Intelligence

Cascia Hall Alumni Association

EIN 73-1440309 • 501(c)3 • Tulsa, OK

Profile

Support Cascia Hall School & Alumni

2520 S Yorktown AveTulsa, OK 74114-2809

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1082%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$366,308

Up $47,678 (+15%) from 2023

Liabilities

Up

$10,617

Up $10,617 from 2023

Net Assets

Up

$355,691

Up $37,061 (+12%) from 2023

Revenue

Up

$142,197

Up $130,167 (+1082%) from 2023

Expenses

Down

$23,786

Down $10,182 (-30%) from 2023

Net Income

Up

$118,411

Up $140,349 (+640%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $28,196Liabilities 2011: $02011Assets 2017: $251,733Liabilities 2017: $18,109Net Assets 2017: $233,6242017Assets 2018: $258,215Liabilities 2018: $28,344Net Assets 2018: $229,8712018Assets 2019: $295,555Liabilities 2019: $29,5262019Assets 2020: $302,359Liabilities 2020: $22,2142020Assets 2021: $358,219Liabilities 2021: $0Net Assets 2021: $358,2192021Assets 2022: $311,349Liabilities 2022: $475Net Assets 2022: $310,8742022Assets 2023: $318,630Liabilities 2023: $0Net Assets 2023: $318,6302023Assets 2024: $366,308Liabilities 2024: $10,617Net Assets 2024: $355,6912024

Highlighted filing

2024

Assets$366,308
Liabilities$10,617
Net Assets$355,691

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $38,237Expenses 2011: $41,619Net Income 2011: -$3,3822011Revenue 2017: $70,262Expenses 2017: $49,961Net Income 2017: $20,3012017Revenue 2018: $44,907Expenses 2018: $48,660Net Income 2018: -$3,7532018Revenue 2019: $73,690Expenses 2019: $37,532Net Income 2019: $36,1582019Revenue 2020: $53,979Expenses 2020: $39,863Net Income 2020: $14,1162020Revenue 2021: $43,283Expenses 2021: $34,901Net Income 2021: $8,3822021Revenue 2022: $59,292Expenses 2022: $50,748Net Income 2022: $8,5442022Revenue 2023: $12,030Expenses 2023: $33,968Net Income 2023: -$21,9382023Revenue 2024: $142,197Expenses 2024: $23,786Net Income 2024: $118,4112024

Highlighted filing

2024

Revenue$142,197
Expenses$23,786
Net Income$118,411

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$142,197
Mission and Program Overview

Mission

Support Cascia Hall School & Alumni

Host and promote events that support Alumni development, further reputational and financial support of the school, and provide meaningful tuition assistance for current Cascia Hall students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$287,399$338,518▲ $51,119
Savings and Temporary Cash Investments$27,507$25,997▼ $1,510
Cash and Non-Interest-Bearing Accounts$146$1,793▲ $1,647
Total Assets$318,630$366,308▲ $47,678
Other Assets Total$3,578--
Liabilities
Other Liabilities-$10,617-
Total Liabilities$0$10,617▲ $10,617
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$318,630$355,691▲ $37,061
Total Net Assets Fund Balance$318,630$355,691▲ $37,061
Total Liabilities and Net Assets / Fund Balance$318,630$366,308▲ $47,678
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$17,975
Program Service Revenue
$0
Investment Income
$124,222
Other Revenue
$0
All Other Contributions
$17,975
Change in Net Assets
$118,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,000
Other Expenses$3,786
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,000--$20,000
Fees for Service Investment Mgmnt Fees-$2,513-$2,513
Advertising$551--$551
Office Expenses$520--$520
Other Expenses$202--$202
Total Functional Expenses$21,273$2,513$0$23,786
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cascia Hall Preparatory SchoolTulsa, OK501c3Scholarships for legacy students$20,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Receivable$10,617
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Organizational document changes Part VI line 4

The Associations bylaws were amended in 2023 to make the following changes. Restates the purpose of the organization as ...to promote and perpetuate the Cascia community for alumni, as well as prospective and current students.Membership Eligibility & Dues: Only Cascia Hall graduates eligible by default. Dues no longer assessed.Board of Director: Members not to exceed 20. Term limits set to two 2-year terms for all. Chaplain and Chairman Emeritus removed as officers.Changed meeting frequency to quarterlyExclude non-voting ex-officio directors from establishing a quorumUpdate officer/director election method to be an in person ballot from a previously board approved list of candidates.

Form 990 governing body review Part VI line 11

The Form 990 is prepared by the CFO of Cascia Hall School Corporation utilizing books and records provided by the Association. The Form 990 is provided to the Association Treasurer who may make it available to the full governing board for review prior to filing.

Conflict of interest policy compliance Part VI line 12C

All individuals shall be required to file with the organization a disclosure statement prior to such individual commencing his or her service as an officer or director and therafter shall file annually with the organization an updated disclosure statement as may be required from time to time. In connection with any actual or possible conflicts of interest, an interested person must disclose the existence of the conflict and be given the opportunity to disclose all material facts to the directors and members of committees with governing board-delegated powers considering the proposed transaction or arrangement. Appropriate disciplinary and corrective action may be taken where breaches of this policy are determined to have occurred.

CEO executive director top management comp Part VI line 15A

The Association is governed and operated strictly by volunteers. No Compensation is determined or paid.

Other officer or key employee compensation Part VI line 15B

The Association is governed and operated strictly by volunteers. No Compensation is determined or paid.

Form 990 availability to public Part VI line 18

The Form 990 is made avaialable to the public upon request at the location given in Section C.

Governing documents etc available to public Part VI line 19

Certain governing documents are made avaialable to the public upon request at the location given in Section C.

Filing and Contact Details

Filer

Filer Name
Cascia Hall Alumni Association
EIN
73-1440309
Address
2520 S Yorktown Ave, Tulsa, OK 74114-2809

Signing Officer

Name
Justin Munn
Title
Justin Munn
Phone
9187462641
Signed
2025-05-15

Organization Details

Principal Officer
Kevin Rice
Formed
1994
Legal Domicile
Ok
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19
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IRS990/MissionDesc0Host and promote events that support Alumni development, further reputational and financial support of the school, and provide meaningful tuition assistance for current Cascia Hall students.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0318630
IRS990/NetAssetsOrFundBalancesEOYAmt0355691
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0114761
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0114761
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-81350
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0318630
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0355691
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0520
IRS990/OfficeExpensesGrp/TotalAmt0520
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03578
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Meeting Expenses
IRS990/OtherExpensesGrp/ProgramServicesAmt0202
IRS990/OtherExpensesGrp/TotalAmt0202
IRS990/OtherLiabilitiesGrp/EOYAmt010617
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KEVIN RICE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010667
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt030000
IRS990/PYInvestmentIncomeAmt01363
IRS990/PYOtherExpensesAmt03968
IRS990/PYRevenuesLessExpensesAmt0-21938
IRS990/PYTotalExpensesAmt033968
IRS990/PYTotalRevenueAmt012030
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0118411
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027507
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017975
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0145328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07457
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05454
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04746
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0-6052
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020646
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07457
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05454
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04746
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0-6052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021066
IRS990ScheduleA/InvestmentIncomeCYPct00.11000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86430
IRS990ScheduleA/PublicSupportPY509Pct00.88330
IRS990ScheduleA/PublicSupportTotal509Amt0165974
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010667
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055031
IRS990ScheduleA/Total509Grp/TotalAmt0165974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053979
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0192040
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010617
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Related Party Receivable
IRS990ScheduleD/TotalLiabilityAmt010617
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarships for legacy students
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Cascia Hall Preparatory School
IRS990ScheduleI/RecipientTable/RecipientEIN0731328398
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02520 S Yorktown Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Tulsa
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074114
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are only made for the support of operations and financial aid expenses at Cascia Hall Preparatory School. The School regularly reports to the board about use of funds for designated purposes and the number and average amount of support provided to children of Alumni as a result of the Associations contribution.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Associations bylaws were amended in 2023 to make the following changes. Restates the purpose of the organization as ...to promote and perpetuate the Cascia community for alumni, as well as prospective and current students.Membership Eligibility & Dues: Only Cascia Hall graduates eligible by default. Dues no longer assessed.Board of Director: Members not to exceed 20. Term limits set to two 2-year terms for all. Chaplain and Chairman Emeritus removed as officers.Changed meeting frequency to quarterlyExclude non-voting ex-officio directors from establishing a quorumUpdate officer/director election method to be an in person ballot from a previously board approved list of candidates.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is prepared by the CFO of Cascia Hall School Corporation utilizing books and records provided by the Association. The Form 990 is provided to the Association Treasurer who may make it available to the full governing board for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All individuals shall be required to file with the organization a disclosure statement prior to such individual commencing his or her service as an officer or director and therafter shall file annually with the organization an updated disclosure statement as may be required from time to time. In connection with any actual or possible conflicts of interest, an interested person must disclose the existence of the conflict and be given the opportunity to disclose all material facts to the directors and members of committees with governing board-delegated powers considering the proposed transaction or arrangement. Appropriate disciplinary and corrective action may be taken where breaches of this policy are determined to have occurred.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Association is governed and operated strictly by volunteers. No Compensation is determined or paid.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Association is governed and operated strictly by volunteers. No Compensation is determined or paid.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Form 990 is made avaialable to the public upon request at the location given in Section C.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Certain governing documents are made avaialable to the public upon request at the location given in Section C.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Organizational document changes Part VI line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0318630
IRS990/TotalAssetsEOYAmt0366308
IRS990/TotalAssetsGrp/BOYAmt0318630
IRS990/TotalAssetsGrp/EOYAmt0366308
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt017975

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