Civic Intelligence

Saint Ann Retirement Center

990 • Fiscal year 2019 • EIN 73-1548850

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 26, 2020

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

75th percentile

0.54x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

1.32x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

64th percentile

8.0%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$111,133

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

26th percentile

-1.6%

Faster asset growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-1.7%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$14,051,144

Down $232,835 (-1.6%) from 2018

Net Assets

Up

$6,496,645

Up $457,857 (+7.6%) from 2018

Liabilities

Down

$7,554,499

Down $690,692 (-8.4%) from 2018

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin64th percentile

Revenue

Down

$5,737,816

Down $99,633 (-1.7%) from 2018

Expenses

Up

$5,279,959

Up $1,318 (+0.0%) from 2018

Net Income

Down

$457,857

Down $100,951 (-18%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2019

Assets$14,051,144
Liabilities$7,554,499
Net Assets$6,496,645
Open 2019 Filing

Operations Trend

Revenue Growth33rd 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

2019

Revenue$5,737,816
Expenses$5,279,959
Net Income$457,857
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 26, 2020
Return Version
2018v3.2
Gross Receipts
$5,737,816
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$12,542,284$12,149,322▼ $392,962
Savings and Temporary Cash Investments$1,064,901$1,095,003▲ $30,102
Cash and Non-Interest-Bearing Accounts$478,750$611,880▲ $133,130
Investments Program Related$154,845$138,401▼ $16,444
Accounts Receivable$23,523$28,483▲ $4,960
Inventories for Sale or Use$15,475$22,686▲ $7,211
Prepaid Expenses and Deferred Charges-$1,168-
Total Assets$14,283,979$14,051,144▼ $232,835
Other Assets Total$4,201$4,201→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,054,690$7,347,138▼ $707,552
Accounts Payable and Accrued Expenses$190,501$207,361▲ $16,860
Total Liabilities$8,245,191$7,554,499▼ $690,692
Net Assets / Fund Balance
Unrestricted Net Assets$6,038,788$6,496,645▲ $457,857
Total Net Assets Fund Balance$6,038,788$6,496,645▲ $457,857
Total Liabilities and Net Assets / Fund Balance$14,283,979$14,051,144▼ $232,835

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,428,681$6,380,418$17,809,099
Equipment$218,736$1,757,545$1,976,281
Land$453,119-$453,119
Leasehold Improvements$48,786$4,075$52,861
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleOtherTotal
David JohnsonSecretary$111,133$111,133
Most Rev Paul S CoakleyChairman$35,254$35,254

Board Members and Trustees

NameTitle
Michael MilliganPresident
John HarnedVice Chairma
Santos HernandezBoard Member
Sister Therese Mai-phuong Thi NguyeBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$48,441
Program Service Revenue
$5,645,684
Investment Income
$30,103
Other Revenue
$13,588
All Other Contributions
$48,441
Change in Net Assets
$457,857

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,737,816
Total Revenue per Audited Statements
$5,737,816
Total Revenue per Form 990
$5,737,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,110,843
Salaries, Compensation, and Employee Benefits$2,169,116
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,074,139$423,996-$1,498,135
Occupancy$738,529$124,190-$862,719
Depreciation Depletion$370,319$151,140-$521,459
Other Employee Benefits$348,999$159,839-$508,838
Interest$281,119$31,235-$312,354
Fees for Services Other$177,516$103,139-$280,655
Payroll Taxes$87,640$31,001-$118,641
All Other Expenses$50,789$20,612-$71,401
Pension Plan Contributions$31,644$11,858-$43,502
Fees for Services Accounting-$22,262-$22,262
Other Expenses$17,382$34,206-$17,382
Travel$8,618$1,812-$10,430
Insurance$3,800--$3,800
Office Expenses-$2,706-$2,706
Total Functional Expenses$4,038,960$1,240,999$0$5,279,959

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,279,959
Total Expenses per Audited Statements$5,279,959
Total Expenses per Form 990$5,279,959
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
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
Secretary
Phone
4057210747
Signed
2020-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Johnson
Formed
1998
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
0
Employees
82

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.”

Raw XML AppendixShowing 400 of 465 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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt01757545
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IRS990ScheduleD/ExpensesSubtotalAmt05279959
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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt048786
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04075
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt052861
IRS990ScheduleD/RevenueSubtotalAmt05737816
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
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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 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
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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/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE CATHOLIC ARCHDIOCESE OF OKC
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,051,144
Liabilities
$7,554,499
Net assets
$6,496,645
Revenue
$5,737,816
Expenses
$5,279,959
Net income
$457,857
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