Civic Intelligence

Saint Ann Retirement Center

990 • Fiscal year 2020 • EIN 73-1548850

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 07, 2021

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

72nd percentile

0.51x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

1.26x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

52nd percentile

4.8%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

29th percentile

$116,988

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

22nd percentile

-1.2%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-1.6%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$13,878,345

Down $172,799 (-1.2%) from 2019

Net Assets

Up

$6,768,428

Up $271,783 (+4.2%) from 2019

Liabilities

Down

$7,109,917

Down $444,582 (-5.9%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin52nd percentile

Revenue

Down

$5,646,513

Down $91,303 (-1.6%) from 2019

Expenses

Up

$5,374,730

Up $94,771 (+1.8%) from 2019

Net Income

Down

$271,783

Down $186,074 (-41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2020

Assets$13,878,345
Liabilities$7,109,917
Net Assets$6,768,428
Open 2020 Filing

Operations Trend

Revenue Growth40th 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

2020

Revenue$5,646,513
Expenses$5,374,730
Net Income$271,783
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 7, 2021
Return Version
2019v5.0
Gross Receipts
$5,646,513
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$12,149,322$11,658,674▼ $490,648
Savings and Temporary Cash Investments$1,095,003$1,111,159▲ $16,156
Cash and Non-Interest-Bearing Accounts$611,880$899,585▲ $287,705
Investments Program Related$138,401$121,957▼ $16,444
Inventories for Sale or Use$22,686$42,110▲ $19,424
Accounts Receivable$28,483$40,659▲ $12,176
Prepaid Expenses and Deferred Charges$1,168--
Total Assets$14,051,144$13,878,345▼ $172,799
Other Assets Total$4,201$4,201→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,347,138$6,921,729▼ $425,409
Accounts Payable and Accrued Expenses$207,361$188,188▼ $19,173
Total Liabilities$7,554,499$7,109,917▼ $444,582
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,496,645$6,768,428▲ $271,783
Total Net Assets Fund Balance$6,496,645$6,768,428▲ $271,783
Total Liabilities and Net Assets / Fund Balance$14,051,144$13,878,345▼ $172,799

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,983,442$6,825,657$17,809,099
Equipment$174,648$1,814,787$1,989,435
Land$453,119-$453,119
Leasehold Improvements$47,465$5,396$52,861
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleOtherTotal
David JohnsonSecretary/tr$116,988$116,988
Most Rev Paul S CoakleyChairman$37,993$37,993

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
$34,136
Program Service Revenue
$5,513,127
Investment Income
$16,156
Other Revenue
$83,094
All Other Contributions
$34,136
Change in Net Assets
$271,783

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,646,513
Total Revenue per Audited Statements
$5,646,513
Total Revenue per Form 990
$5,646,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,128,885
Salaries, Compensation, and Employee Benefits$2,245,845
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,029,113$360,922-$1,390,035
Occupancy$702,713$213,681-$916,394
Other Employee Benefits$376,122$155,571-$531,693
Depreciation Depletion$362,339$149,505-$511,844
Interest$252,445$28,050-$280,495
Fees for Services Other$177,735$101,827-$279,562
Current Officers, Directors, Trustees, and Key Employees$114,740$40,241-$154,981
Payroll Taxes$91,057$30,850-$121,907
All Other Expenses$39,635$16,088-$55,723
Pension Plan Contributions$30,931$16,298-$47,229
Fees for Services Accounting-$21,125-$21,125
Other Expenses$14,800$1,644-$16,444
Travel$7,297$2,065-$9,362
Insurance$3,775--$3,775
Office Expenses-$3,748-$3,748
Total Functional Expenses$4,083,140$1,291,590$0$5,374,730

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,374,730
Total Expenses per Audited Statements$5,374,730
Total Expenses per Form 990$5,374,730
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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/treasurer
Phone
4057210747
Signed
2021-07-07
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
76

Preparer

Firm
Peters & Chandler Pc
Address
2601 NW EXPRESSWAY ST STE 600E, OKLAHOMA CITY, OK 73112-7209
Preparer
Phillip Brockhaus
Phone
4058439371
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Management has reviewed the community's tax position and concluded that there are no uncertain tax positions that require accrual in the financial statements or disclosure in the footnoes 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, 2017.”

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IRS990/ProgramServiceRevenueGrp/Desc1MEALS
IRS990/ProgramServiceRevenueGrp/Desc2RESIDENTIAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3DEPOSIT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05478034
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123399
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212644
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05478034
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123399
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212644
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-950
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt048441
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt030103
IRS990/PYOtherExpensesAmt03110843
IRS990/PYOtherRevenueAmt013588
IRS990/PYProgramServiceRevenueAmt05645684
IRS990/PYRevenuesLessExpensesAmt0457857
IRS990/PYSalariesCompEmpBnftPaidAmt02169116
IRS990/PYTotalExpensesAmt05279959
IRS990/PYTotalRevenueAmt05737816
IRS990/ReconcilationRevenueExpnssAmt0271783
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05544876
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01095003
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01111159
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 83,094
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034136
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0136721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt096890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01442682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01758870
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016156
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt030103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013682
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04611
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04991
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069543
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05513127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05689375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05700574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05500226
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05362176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027765478
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016156
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt030103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013682
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04611
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04991
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt069543
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt083094
IRS990ScheduleA/OtherIncome509Grp/TotalAmt083094
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99490
IRS990ScheduleA/PublicSupportPY509Pct00.99810
IRS990ScheduleA/PublicSupportTotal509Amt029524348
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05547263
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05737816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05837295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05597116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06804858
IRS990ScheduleA/Total509Grp/TotalAmt029524348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05646513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05767919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05850977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05601727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06809849
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt029676985
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt010983442
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06825657
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017809099
IRS990ScheduleD/EquipmentGrp/BookValueAmt0174648
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01814787
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01989435
IRS990ScheduleD/ExpensesSubtotalAmt05374730
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0453119
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0453119
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt047465
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05396
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt052861
IRS990ScheduleD/RevenueSubtotalAmt05646513
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS REVIEWED THE COMMUNITY'S TAX POSITION AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ACCRUAL IN THE FINANCIAL STATEMENTS OR DISCLOSURE IN THE FOOTNOES 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, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011658674
IRS990ScheduleD/TotalExpensesPerForm990Amt05374730
IRS990ScheduleD/TotalRevenuePerForm990Amt05646513
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05646513
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05374730
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 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
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/InvolvedAmt0602290
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt014051144
IRS990/TotalAssetsEOYAmt013878345
IRS990/TotalAssetsGrp/BOYAmt014051144
IRS990/TotalAssetsGrp/EOYAmt013878345
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034136
IRS990/TotalEmployeeCnt076
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01291590
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04083140
IRS990/TotalFunctionalExpensesGrp/TotalAmt05374730
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07554499
IRS990/TotalLiabilitiesEOYAmt07109917

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,878,345
Liabilities
$7,109,917
Net assets
$6,768,428
Revenue
$5,646,513
Expenses
$5,374,730
Net income
$271,783
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