Civic Intelligence

Saint Ann Retirement Center

EIN 73-1548850 • 501(c)3 • Oklahoma City, OK

Profile

To enhance the lives of the aged and spiritual by providing a safe environment that strives to meet spiritual, social and nutritional needs.

7501 W Britton RdOklahoma City, OK 73132

www.catharchdioceseokc.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.29x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.58x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

37th percentile

1.4%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$12,329,606

Up $169,150 (+1.4%) from 2023

Liabilities

Down

$3,555,316

Down $867,322 (-20%) from 2023

Net Assets

Up

$8,774,290

Up $1,036,472 (+13%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin71st percentile

Revenue

Up

$6,116,413

Up $1,216,279 (+25%) from 2023

Expenses

Up

$5,079,941

Up $1,200,825 (+31%) from 2023

Net Income

Up

$1,036,472

Up $15,454 (+1.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$15M$10M$5.0M$0Assets 2011: $14,365,409Liabilities 2011: $12,997,109Net Assets 2011: $1,368,3002011Assets 2012: $13,469,639Liabilities 2012: $11,954,846Net Assets 2012: $1,514,7932012Assets 2013: $13,285,780Liabilities 2013: $11,499,855Net Assets 2013: $1,785,9252013Assets 2014: $12,427,833Liabilities 2014: $10,799,347Net Assets 2014: $1,628,4862014Assets 2015: $13,872,755Liabilities 2015: $10,323,764Net Assets 2015: $3,548,9912015Assets 2016: $14,876,469Liabilities 2016: $9,705,571Net Assets 2016: $5,170,8982016Assets 2017: $14,483,966Liabilities 2017: $9,003,986Net Assets 2017: $5,479,9802017Assets 2018: $14,283,979Liabilities 2018: $8,245,191Net Assets 2018: $6,038,7882018Assets 2019: $14,051,144Liabilities 2019: $7,554,499Net Assets 2019: $6,496,6452019Assets 2020: $13,878,345Liabilities 2020: $7,109,917Net Assets 2020: $6,768,4282020Assets 2021: $12,914,145Liabilities 2021: $6,094,115Net Assets 2021: $6,820,0302021Assets 2022: $11,904,170Liabilities 2022: $5,187,370Net Assets 2022: $6,716,8002022Assets 2023: $12,160,456Liabilities 2023: $4,422,638Net Assets 2023: $7,737,8182023Assets 2024: $12,329,606Liabilities 2024: $3,555,316Net Assets 2024: $8,774,2902024

Highlighted filing

2024

Assets$12,329,606
Liabilities$3,555,316
Net Assets$8,774,290
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,981,301Expenses 2011: $4,383,650Net Income 2011: $597,6512011Expenses 2012: $4,780,6292012Expenses 2013: $4,790,5522013Revenue 2014: $5,110,912Expenses 2014: $5,268,351Net Income 2014: -$157,4392014Revenue 2015: $6,873,786Expenses 2015: $4,953,281Net Income 2015: $1,920,5052015Revenue 2016: $6,806,381Expenses 2016: $5,180,961Net Income 2016: $1,625,4202016Revenue 2017: $5,597,224Expenses 2017: $5,289,617Net Income 2017: $307,6072017Revenue 2018: $5,837,449Expenses 2018: $5,278,641Net Income 2018: $558,8082018Revenue 2019: $5,737,816Expenses 2019: $5,279,959Net Income 2019: $457,8572019Revenue 2020: $5,646,513Expenses 2020: $5,374,730Net Income 2020: $271,7832020Revenue 2021: $5,062,060Expenses 2021: $5,010,459Net Income 2021: $51,6012021Revenue 2022: $4,615,763Expenses 2022: $4,718,993Net Income 2022: -$103,2302022Revenue 2023: $4,900,134Expenses 2023: $3,879,116Net Income 2023: $1,021,0182023Revenue 2024: $6,116,413Expenses 2024: $5,079,941Net Income 2024: $1,036,4722024

Highlighted filing

2024

Revenue$6,116,413
Expenses$5,079,941
Net Income$1,036,472
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,329,606
Liabilities
$3,555,316
Net assets
$8,774,290
Revenue
$6,116,413
Expenses
$5,079,941
Net income
$1,036,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.3$3.56$8.77$6.12$5.08$1.04
2023Detailed filing. Detailed filing data is available for this year.$12.2$4.42$7.74$4.90$3.88$1.02
2022Detailed filing. Detailed filing data is available for this year.$11.9$5.19$6.72$4.62$4.72$0.10
2021Detailed filing. Detailed filing data is available for this year.$12.9$6.09$6.82$5.06$5.01$0.05
2020Detailed filing. Detailed filing data is available for this year.$13.9$7.11$6.77$5.65$5.37$0.27
2019Detailed filing. Detailed filing data is available for this year.$14.1$7.55$6.50$5.74$5.28$0.46
2018Detailed filing. Detailed filing data is available for this year.$14.3$8.25$6.04$5.84$5.28$0.56
2017Detailed filing. Detailed filing data is available for this year.$14.5$9.00$5.48$5.60$5.29$0.31
2016Detailed filing. Detailed filing data is available for this year.$14.9$9.71$5.17$6.81$5.18$1.63
2015Detailed filing. Detailed filing data is available for this year.$13.9$10.3$3.55$6.87$4.95$1.92
2014Detailed filing. Detailed filing data is available for this year.$12.4$10.8$1.63$5.11$5.27$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$11.5$1.79$4.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$12.0$1.51$4.78
2011Summary only. Only limited summary data is available for this year.$14.4$13.0$1.37$4.98$4.38$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$6,116,413
Mission and Program Overview

Mission

To enhance the lives of the aged and spiritual by providing a safe environment that strives to meet spiritual, social and nutritional needs.

To provide retirement facilities and services for the aged and retired.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,488,893$10,230,296▼ $258,597
Savings and Temporary Cash Investments$438,064$1,534,610▲ $1,096,546
Cash and Non-Interest-Bearing Accounts$305,327$467,115▲ $161,788
Investments Program Related$72,626$56,182▼ $16,444
Accounts Receivable$837,436$27,211▼ $810,225
Inventories for Sale or Use$10,731$7,735▼ $2,996
Total Assets$12,160,456$12,329,606▲ $169,150
Other Assets Total$7,379$6,457▼ $922
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,202,820$3,335,009▼ $867,811
Accounts Payable and Accrued Expenses$216,640$218,051▲ $1,411
Other Liabilities$3,178$2,256▼ $922
Total Liabilities$4,422,638$3,555,316▼ $867,322
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,737,818$8,774,290▲ $1,036,472
Total Net Assets Fund Balance$7,737,818$8,774,290▲ $1,036,472
Total Liabilities and Net Assets / Fund Balance$12,160,456$12,329,606▲ $169,150

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,202,486$8,606,613$17,809,099
Equipment$471,170$2,091,031$2,562,201
Land$453,119-$453,119
Leasehold Improvements$103,521$14,252$117,773
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
David JohnsonSecretary$112,189$112,189
Most Rev Paul S CoakleyChairman$43,722$43,722

Board Members and Trustees

NameTitle
Michael MilliganPresident
Paul LienhardBoard Member
Suzanne ClemBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$72,437
Program Service Revenue
$5,862,848
Investment Income
$65,707
Other Revenue
$115,421
All Other Contributions
$72,437
Change in Net Assets
$1,036,472

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,116,413
Total Revenue per Audited Statements
$6,116,413
Total Revenue per Form 990
$6,116,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,705,535
Salaries, Compensation, and Employee Benefits$2,374,406
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,066,668$487,030-$1,553,698
Occupancy$638,868$57,117-$695,985
Depreciation Depletion$387,163$151,986-$539,149
Other Employee Benefits$299,509$173,623-$473,132
Fees for Services Other$177,058$93,159-$270,217
Current Officers, Directors, Trustees, and Key Employees$107,039$48,872-$155,911
Office Expenses$89,257$63,218-$152,475
Interest$136,965$15,218-$152,183
Insurance$97,299$48,649-$145,948
Payroll Taxes$95,217$41,549-$136,766
Pension Plan Contributions$34,096$20,803-$54,899
Advertising$27,340$13,670-$41,010
Fees for Services Accounting-$24,395-$24,395
Other Expenses$14,800$1,644-$16,444
All Other Expenses$4,826$6,921-$11,747
Total Functional Expenses$3,832,087$1,247,854$0$5,079,941

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,079,941
Total Expenses per Audited Statements$5,079,941
Total Expenses per Form 990$5,079,941
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$2,256
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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

Form 990, Page 6, Part VI, Line 11B

“The organization's form 990 is reviewed by the governing body before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The organization monitors and enforces compliance annually through third party audits.”

Form 990, Page 6, Part VI, Line 15A

“The organization's board of directors are involved in the hiring and compensation of the executive director.”

Form 990, Page 6, Part VI, Line 15B

“The organization's board of directors are involved in the hiring and compensation of officers or key directors.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Saint Ann Retirement Center
EIN
73-1548850
Phone
4057215651
Address
7501 W BRITTON RD, OKLAHOMA CITY, OK 73132

Signing Officer

Name
David Johnson
Title
Secretary
Phone
4057210747
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Johnson
Formed
1998
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
65

Preparer

Firm
Peters & Chandler Pc
Address
6801 BROADWAY EXT STE 105, OKLAHOMA CITY, OK 73116-9068
Preparer
Rebecca Mollman
Phone
4058439371
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Management has reviewed the community's tax positions and concluded that there are no uncertain tax positions that require accrual in the financial statements or disclosure in the footnotes to be in compliance with authoritative literature. Generally, the community is no longer subject to income tax examination by federal, state, or local authorities for years prior to the fiscal year ended june 30, 2020.”

Raw XML AppendixShowing 400 of 469 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.

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IRS990/PrincipalOfficerNm0DAVID JOHNSON
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IRS990/ProgramServiceRevenueGrp/BusinessCd3623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1MEALS
IRS990/ProgramServiceRevenueGrp/Desc2RESIDENTIAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3DEPOSIT INCOME
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 302,011
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt0302011
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0453119
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0117773
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02256
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS REVIEWED THE COMMUNITY'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ACCRUAL IN THE FINANCIAL STATEMENTS OR DISCLOSURE IN THE FOOTNOTES TO BE IN COMPLIANCE WITH AUTHORITATIVE LITERATURE. GENERALLY, THE COMMUNITY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY FEDERAL, STATE, OR LOCAL AUTHORITIES FOR YEARS PRIOR TO THE FISCAL YEAR ENDED JUNE 30, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE GOVERNING BODY BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE ANNUALLY THROUGH THIRD PARTY AUDITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S BOARD OF DIRECTORS ARE INVOLVED IN THE HIRING AND COMPENSATION OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S BOARD OF DIRECTORS ARE INVOLVED IN THE HIRING AND COMPENSATION OF OFFICERS OR KEY DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE CATHOLIC ARCHDIOCESE OF OKC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 32180
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073132
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IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0600141
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE CATHOLIC ARCHDIOCESE OF OKC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
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IRS990/SchoolOperatingInd0false
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