Civic Intelligence

Saint Ann Retirement Center

990 • Fiscal year 2017 • EIN 73-1548850

Jul 01, 2016 to Jun 30, 2017 • Filed on May 04, 2018

Organization ProfileWWW.CATHARCHDIOCESEOKC.ORG
7501 W Britton RdOklahoma City, OK 73132

(405) 721-5651

Siviq Scores

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

Liabilities / Assets

79th percentile

0.62x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

1.61x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

58th percentile

5.5%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

27th percentile

$113,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

21st percentile

-2.6%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-18%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$14,483,966

Down $392,503 (-2.6%) from 2016

Net Assets

Up

$5,479,980

Up $309,082 (+6.0%) from 2016

Liabilities

Down

$9,003,986

Down $701,585 (-7.2%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin58th percentile

Revenue

Down

$5,597,224

Down $1,209,157 (-18%) from 2016

Expenses

Up

$5,289,617

Up $108,656 (+2.1%) from 2016

Net Income

Down

$307,607

Down $1,317,813 (-81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2017

Assets$14,483,966
Liabilities$9,003,986
Net Assets$5,479,980
Open 2017 Filing

Operations Trend

Revenue Growth12th 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

2017

Revenue$5,597,224
Expenses$5,289,617
Net Income$307,607
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 4, 2018
Return Version
2016v3.1
Gross Receipts
$5,597,224
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$13,677,640$13,076,802▼ $600,838
Cash and Non-Interest-Bearing Accounts$642,572$834,978▲ $192,406
Savings and Temporary Cash Investments$346,777$351,218▲ $4,441
Investments Program Related$187,732$171,288▼ $16,444
Accounts Receivable$100$23,290▲ $23,190
Inventories for Sale or Use$17,447$22,189▲ $4,742
Total Assets$14,876,469$14,483,966▼ $392,503
Other Assets Total$4,201$4,201→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,389,768$8,735,759▼ $654,009
Accounts Payable and Accrued Expenses$294,053$248,027▼ $46,026
Other Liabilities$21,750$20,200▼ $1,550
Total Liabilities$9,705,571$9,003,986▼ $701,585
Net Assets / Fund Balance
Unrestricted Net Assets$5,170,898$5,479,980▲ $309,082
Total Net Assets Fund Balance$5,170,898$5,479,980▲ $309,082
Total Liabilities and Net Assets / Fund Balance$14,876,469$14,483,966▼ $392,503

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,319,863$5,489,236$17,809,099
Equipment$252,391$1,791,325$2,043,716
Land$453,119-$453,119
Leasehold Improvements$51,429$1,432$52,861
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David JohnsonDirector--$113,000$113,000
Sid EspinsoaExecutive DiFT$81,936-$81,936
Most Rev Paul S CoakleyPresident Di--$44,207$44,207

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
$96,890
Program Service Revenue
$5,485,277
Investment Income
$4,719
Other Revenue
$10,338
All Other Contributions
$96,890
Change in Net Assets
$307,607

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,597,224
Revenue Not Reported on Form 990
$1,475
Total Revenue per Audited Statements
$5,598,699
Total Revenue per Form 990
$5,597,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,118,754
Salaries, Compensation, and Employee Benefits$2,170,863
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,157,630$285,097-$1,442,727
Occupancy$609,683$89,547-$699,230
Depreciation Depletion$618,381--$618,381
Other Employee Benefits$375,876$122,523-$498,399
Interest$367,003--$367,003
Fees for Services Other$270,552$20,312-$290,864
Payroll Taxes$96,014$19,389-$115,403
Current Officers, Directors, Trustees, and Key Employees$81,936--$81,936
All Other Expenses$34,341$23,439-$57,780
Fees for Services Accounting-$36,434-$36,434
Pension Plan Contributions$40,256$-7,858-$32,398
Travel$16,942$765-$17,707
Other Expenses$16,444$37,588-$16,444
Insurance$4,785--$4,785
Office Expenses-$4,044-$4,044
Total Functional Expenses$4,641,164$648,453$0$5,289,617

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,289,617
Total Expenses per Audited Statements$5,289,617
Total Expenses per Form 990$5,289,617
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$20,200
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
7501 W BRITTON RD, OKLAHOMA CITY, OK 73132

Signing Officer

Name
David Johnson
Title
Director
Phone
4057210747
Signed
2018-05-04
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
81
Volunteers
1

Preparer

Firm
Peters & Chandler Pc
Address
2601 NW EXPRESSWAY ST STE 600E, OKLAHOMA CITY, OK 73112-7209
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 responsiblity 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 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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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/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID JOHNSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/BusinessCd3623990
IRS990/ProgramServiceRevenueGrp/BusinessCd4623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1FEES
IRS990/ProgramServiceRevenueGrp/Desc2MEALS
IRS990/ProgramServiceRevenueGrp/Desc3RESIDENTIAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4DEPOSIT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05435132
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213575
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36425
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt43645
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05435132
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213575
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36425
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43645
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01442682
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06514
IRS990/PYOtherExpensesAmt03100608
IRS990/PYOtherRevenueAmt09664
IRS990/PYProgramServiceRevenueAmt05347521
IRS990/PYRevenuesLessExpensesAmt01625420
IRS990/PYSalariesCompEmpBnftPaidAmt02080353
IRS990/PYTotalExpensesAmt05180961
IRS990/PYTotalRevenueAmt06806381
IRS990/ReconcilationRevenueExpnssAmt0307607
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05485277
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0346777
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0351218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt096890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01442682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01643187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03253031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04611
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04991
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03882
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05145
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04442
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05500226
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05362176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05230599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05045863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05004910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt026143774
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04611
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04991
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03882
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05145
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04442
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023071
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt029396805
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05597116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06804858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06873786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05082108
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05038937
IRS990ScheduleA/Total509Grp/TotalAmt029396805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05601727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06809849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06877668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05087253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05043379
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt029419876
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt012319863
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05489236
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017809099
IRS990ScheduleD/EquipmentGrp/BookValueAmt0252391
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01791325
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02043716
IRS990ScheduleD/ExpensesSubtotalAmt05289617
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0453119
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0453119
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt051429
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01432
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt052861
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01475
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt01475
IRS990ScheduleD/RevenueSubtotalAmt05597224
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS REVIEWED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED 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
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013076802
IRS990ScheduleD/TotalExpensesPerForm990Amt05289617
IRS990ScheduleD/TotalLiabilityAmt020200
IRS990ScheduleD/TotalRevenuePerForm990Amt05597224
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05598699
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05289617
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 RESPONSIBLITY 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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
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
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0563882
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE CATHOLIC ARCHDIOCESE OF OKC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$14,483,966
Liabilities
$9,003,986
Net assets
$5,479,980
Revenue
$5,597,224
Expenses
$5,289,617
Net income
$307,607
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