Civic Intelligence

Saint Ann Retirement Center

990 • Fiscal year 2015 • EIN 73-1548850

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 26, 2016

Organization ProfileWWW.CATHARCHDIOCESEOKC.ORG
PO Box 32180Oklahoma City, OK 73123

(405) 721-5651

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.74x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

1.50x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$95,657

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

78th percentile

12%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

34%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$13,872,755

Up $1,444,922 (+12%) from 2014

Net Assets

Up

$3,548,991

Up $1,920,505 (+118%) from 2014

Liabilities

Down

$10,323,764

Down $475,583 (-4.4%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin84th percentile

Revenue

Up

$6,873,786

Up $1,762,874 (+34%) from 2014

Expenses

Down

$4,953,281

Down $315,070 (-6.0%) from 2014

Net Income

Up

$1,920,505

Up $2,077,944 (+1320%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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

2015

Assets$13,872,755
Liabilities$10,323,764
Net Assets$3,548,991
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$6,873,786
Expenses$4,953,281
Net Income$1,920,505
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 26, 2016
Return Version
2014v6.0
Gross Receipts
$6,873,786
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,361,887$12,630,199▲ $1,268,312
Cash and Non-Interest-Bearing Accounts$112,929$621,119▲ $508,190
Savings and Temporary Cash Investments$693,099$394,848▼ $298,251
Investments Program Related$220,619$204,176▼ $16,443
Inventories for Sale or Use$14,848$18,152▲ $3,304
Investments Other Securities$250--
Accounts Receivable$20,000$60▼ $19,940
Total Assets$12,427,833$13,872,755▲ $1,444,922
Other Assets Total$4,201$4,201→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,622,067$10,017,789▼ $604,278
Accounts Payable and Accrued Expenses$158,530$284,475▲ $125,945
Other Liabilities$18,750$21,500▲ $2,750
Total Liabilities$10,799,347$10,323,764▼ $475,583
Net Assets / Fund Balance
Unrestricted Net Assets$1,628,486$3,548,991▲ $1,920,505
Total Net Assets Fund Balance$1,628,486$3,548,991▲ $1,920,505
Total Liabilities and Net Assets / Fund Balance$12,427,833$13,872,755▲ $1,444,922

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,856,402$4,672,830$14,529,232
Equipment$504,480$1,438,497$1,942,977
Other Land Buildings$1,816,198-$1,816,198
Land$453,119-$453,119
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David JohnsonDirector--$95,657$95,657
Sid EspinsoaExecutive DiFT$77,909-$77,909
Most Rev Paul S CoakleyPresident Di--$40,248$40,248

Board Members and Trustees

NameTitle
Donald GreinerDirector
Michael MilliganDirector
Santos HernandezDirector
Sister Therese Mai-phuong Thi NguyeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,643,187
Program Service Revenue
$5,217,383
Investment Income
$3,882
Other Revenue
$9,334
All Other Contributions
$1,643,187
Change in Net Assets
$1,920,505

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,873,786
Total Revenue per Audited Statements
$6,873,786
Total Revenue per Form 990
$6,873,786
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,977,058
Salaries, Compensation, and Employee Benefits$1,976,223
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,061,051$261,979-$1,323,030
Occupancy$637,036$88,741-$725,777
Depreciation Depletion$555,227--$555,227
Other Employee Benefits$377,925$46,807-$424,732
Interest$418,084--$418,084
Fees for Services Other$247,004$15,511-$262,515
Payroll Taxes$89,564$20,582-$110,146
Current Officers, Directors, Trustees, and Key Employees$77,909--$77,909
All Other Expenses$38,805$21,885-$60,690
Pension Plan Contributions$32,310$8,096-$40,406
Fees for Services Accounting-$26,713-$26,713
Other Expenses$21,981$31,279-$21,981
Travel$10,909--$10,909
Insurance$4,725--$4,725
Office Expenses-$2,933-$2,933
Total Functional Expenses$4,395,263$558,018$0$4,953,281

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,953,281
Total Expenses per Audited Statements$4,953,281
Total Expenses per Form 990$4,953,281
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
Resident Deposits$21,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
No
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 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
PO BOX 32180, OKLAHOMA CITY, OK 73123

Signing Officer

Name
David Johnson
Title
Director
Phone
4057215651
Signed
2016-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Johnson
Formed
1998
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
4
Employees
78

Preparer

Firm
Peters & Chandler Pc
Address
2601 NW EXPRESSWAY ST STE 600E, OKLAHOMA CITY, OK 73112
Preparer
Phillip Brockhaus
Phone
4058439371
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2C

“The organization has an audit committee that assumes responsibility for oversight of the audit of its financial statements and the selection of an independent accountant. The process has not changed from the prior year.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Management has reviewed the organization'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.”

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT DEPOSITS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS REVIEWED THE ORGANIZATION'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.
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'S BOARD OF DIRECTORS ARE INVOLVED IN THE HIRING AND COMPENSATION OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S BOARD OF DIRECTORS ARE INVOLVED IN THE HIRING AND COMPENSATION OF OFFICERS OR KEY DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 12, PART XII, LINE 2C
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE CATHOLIC ARCHDIOCESE OF OKC
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT
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IRS990/TotalAssetsGrp/BOYAmt012427833
IRS990/TotalAssetsGrp/EOYAmt013872755

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,872,755
Liabilities
$10,323,764
Net assets
$3,548,991
Revenue
$6,873,786
Expenses
$4,953,281
Net income
$1,920,505
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