CATHOLIC FOUNDATION OF OKLAHOMA INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC FOUNDATION OF OKLAHOMA INC (EIN 73-0773715)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349312724
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:52:52-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730773715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Foundation of Oklahoma Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 4057215651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 32180 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter de Keratry | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 4057214115 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Peter | PersonFirstNm |
| Person Last | de Keratry | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Peter L de Keratry | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 32180 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,259,513 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFOOK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | Steward of charitable funds that provide resources to parishes and other ministries. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $239,385 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $202,126 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,613,565 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,197,799 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $155,707 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $842,987 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,642,489 | PYInvestmentIncomeAmt |
| CY Investment Income | -$27,822 | CYInvestmentIncomeAmt |
| PY Other Revenue | $395,622 | PYOtherRevenueAmt |
| CY Other Revenue | $400,126 | CYOtherRevenueAmt |
| PY Total Revenue | $9,807,383 | PYTotalRevenueAmt |
| CY Total Revenue | $5,413,090 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $981,088 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,998,359 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $390,635 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $536,987 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $31,586 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $754,996 | PYOtherExpensesAmt |
| CY Other Expenses | $859,044 | CYOtherExpensesAmt |
| PY Total Expenses | $2,126,719 | PYTotalExpensesAmt |
| CY Total Expenses | $3,394,390 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,680,664 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,018,700 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,656,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,758,680 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,063,590 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,753,060 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,593,339 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,005,620 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To inspire generosity leading to endowments and charitable funds supporting parishes, schools, and other ministries of the Catholic Church in central and western Oklahoma. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,059,107 | ExpenseAmt |
| Grant | $1,998,359 | GrantAmt |
| Revenue | $842,987 | RevenueAmt |
| Desc | The Catholic Foundation was incorporated as a nonprofit entity whose mission is to procure and build endowment funds to support the ministries and entities of the Archdiocese of Oklahoma City. With the spiritual leadership and guidance of the Archbishop of Oklahoma City, the Foundation is managed by a Board of Directors, consisting of priests, deacons and professional lay men and women representing the various geographic areas of the Archdiocese of Oklahoma City. Program service statement continued on Schedule O.In carrying out its mission, the Foundation provides gifting vehicles in which the Church and related entities are designated beneficiaries; provides estate planning and charitable giving information and assistance; and distributes earnings on endowments to further the development of the Catholic Church in central and western Oklahoma.The Foundation distributes earnings from 100 endowments and other charitable funds to parishes, schools and other ministries to further develop the Catholic church in central and western Oklahoma. Grants are awarded to Catholic organizations to advance the faith throughout the Archdiocese. Grants totaling $1,857,121 were distributed to parishes and schools in 2023. 46 College Scholarships were awarded totaling $141,238 in 2023.In addition to endowments and charitable funds owned by the Foundation, 125 custodial accounts are managed by the foundation for parishes, schools, and other ministries. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $99,961 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | A Charitable Gift Annuity program is available to provide ongoing support for the donor's life with the residual asset going to the CFO Ministry Fund at the Catholic Foundation of Oklahoma to provide grants to parishes, schools and other ministries. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,159,068 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Johnson | PersonNm |
| Phone | 4057215651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 32180 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Most Reverend Paul Coakley | |||||||
| Chairman | 10.00 | 40.00 | Yes (X) | Yes (X) | $0 | $43,612 | $23,418 |
| David Johnson | |||||||
| Secretary/Treasurer | 5.00 | 40.00 | Yes (X) | Yes (X) | $0 | $103,718 | $24,139 |
| George Browning | |||||||
| President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Whitney Hufnagel | |||||||
| Vice-President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Daniel Stith | |||||||
| Past President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Chuck Duginski | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gary Gatewood | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Father Aaron Foshee | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John Kelln | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Karen Kenworthy | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Lori Carter | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Louis Gasbarra | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joe Ray | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Richard White | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Winkler | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thy Nguyen | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rebecca David | |||||||
| Accountant | 37.50 | 0.00 | Yes (X) | $66,092 | $0 | $15,204 | |
| Peter L de Keratry | |||||||
| Executive Director | 20.00 | 20.00 | Yes (X) | $0 | $232,086 | $45,884 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,092 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $379,416 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $108,645 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $354,808 | FundraisingAmt |
| All Other Contributions | $3,842,991 | AllOtherContributionsAmt |
| Total Contributions | $4,197,799 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fund Management Fees | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $649,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $649,189 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,798 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $193,798 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $842,987 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $698,328 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $239,385 | UnrelatedBusinessRevenueAmt |
| Exclusion | $458,943 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $400,126 | TotalRevenueColumnAmt |
| Exclusion | $400,126 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $719,293 | SecuritiesAmt |
| Other | $6,857 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$719,293 | SecuritiesAmt |
| Other | -$6,857 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$726,150 | TotalRevenueColumnAmt |
| Exclusion | -$726,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $120,273 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $354,808 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $120,273 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,413,090 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $842,987 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $239,385 | UnrelatedBusinessRevenueAmt |
| Exclusion | $132,919 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,857,121 | TotalAmt |
| Program Services | $1,857,121 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,238 | TotalAmt |
| Program Services | $141,238 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,692 | TotalAmt |
| Management And General | $86,692 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,510 | TotalAmt |
| Management And General | $363,510 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,450 | TotalAmt |
| Management And General | $14,450 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,915 | TotalAmt |
| Management And General | $41,915 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,420 | TotalAmt |
| Management And General | $30,420 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,713 | TotalAmt |
| Management And General | $4,713 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,846 | TotalAmt |
| Management And General | $32,846 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,148 | TotalAmt |
| Management And General | $398,148 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,002 | TotalAmt |
| Management And General | $27,002 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,836 | TotalAmt |
| Management And General | $7,836 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,673 | TotalAmt |
| Management And General | $34,673 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,946 | TotalAmt |
| Management And General | $23,946 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Management And General | $18,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,832 | TotalAmt |
| Management And General | $3,832 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,375 | TotalAmt |
| Management And General | $11,375 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,347 | TotalAmt |
| Management And General | $1,347 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $951 | TotalAmt |
| Management And General | $951 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Provision for Annuities | $99,961 | $99,961 |
| Supported Programs | $60,748 | $60,748 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,666 | TotalAmt |
| Management And General | $102,080 | ManagementAndGeneralAmt |
| Fundraising | $31,586 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,394,390 | TotalAmt |
| Program Services | $2,159,068 | ProgramServicesAmt |
| Management And General | $1,203,736 | ManagementAndGeneralAmt |
| Fundraising | $31,586 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,438,556 | BOYAmt |
| EOY | $343,104 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,455 | BOYAmt |
| EOY | $245,536 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,550 | BOYAmt |
| EOY | $70,651 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,267 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,038 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,933 | BOYAmt |
| EOY | $38,229 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,765,572 | BOYAmt |
| EOY | $64,215,161 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,737,338 | BOYAmt |
| EOY | $11,388,765 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,525 | BOYAmt |
| EOY | $442,624 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,656,929 | BOYAmt |
| EOY | $76,758,680 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,590 | BOYAmt |
| EOY | $69,748 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,060 | BOYAmt |
| EOY | $187,227 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,722,854 | BOYAmt |
| EOY | $45,371,575 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221,086 | BOYAmt |
| EOY | $1,124,510 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,063,590 | BOYAmt |
| EOY | $46,753,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,747,802 | BOYAmt |
| EOY | $9,309,770 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,845,537 | BOYAmt |
| EOY | $20,695,850 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,593,339 | BOYAmt |
| EOY | $30,005,620 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,656,929 | BOYAmt |
| EOY | $76,758,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,018,700 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,253,288 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $140,293 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $527,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,646,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,471,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,613,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,197,799 | CurrentTaxYearAmt |
| Total | $16,456,548 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $527,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,646,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,471,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,613,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,197,799 | CurrentTaxYearAmt |
| Total | $16,456,548 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $736,054 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,720,494 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $609,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $737,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $467,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $666,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $859,069 | CurrentTaxYearAmt |
| Total | $3,340,121 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $103,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $386,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $203,166 | CurrentTaxYearAmt |
| Total | $693,282 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,489,951 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,703,359 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 9 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 95 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,249,853 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $333,466 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $94,048 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $3,583,463 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,098,602 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $45,371,575 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,303,936 | BeginningYearBalanceAmt |
| Contributions | $3,997,272 | ContributionsAmt |
| Investment Earnings Or Losses | $1,370,062 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $412,263 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,259,007 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,905,181 | BeginningYearBalanceAmt |
| Contributions | $4,256,653 | ContributionsAmt |
| Investment Earnings Or Losses | -$783,889 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,074,009 | GrantsOrScholarshipsAmt |
| End Year Balance | $17,303,936 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,619,855 | BeginningYearBalanceAmt |
| Contributions | $3,728,080 | ContributionsAmt |
| Investment Earnings Or Losses | $3,067,262 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $510,016 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,905,181 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,065,025 | BeginningYearBalanceAmt |
| Contributions | $2,483,477 | ContributionsAmt |
| Investment Earnings Or Losses | -$22,551 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $906,096 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,619,855 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,594,543 | BeginningYearBalanceAmt |
| Contributions | $467,393 | ContributionsAmt |
| Investment Earnings Or Losses | $226,130 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $223,041 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,065,025 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08490 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68903 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22607 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $32,529 | InvestmentCostOrOtherBasisAmt |
| Book Value | $32,529 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,738 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,038 | DepreciationAmt |
| Book Value | $5,700 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,229 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Partnerships and Limited Liability Companies | $5,567,942 | F |
| Hedge Funds | $3,017,215 | F |
| Real Estate Partnership | $2,803,608 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,388,765 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $819,374 |
| Distribution Payable | $305,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,124,510 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,376,937 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,253,288 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $108,707 | OtherRevenueAmt |
| Revenue Not Reported | $2,361,995 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,014,942 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $398,148 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $398,148 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,413,090 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,964,656 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,964,656 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $398,148 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $31,586 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $429,734 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,394,390 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Funds held for others include funds that the Foundation, as agent under management agreements, invests for certain related parties. Management fees of up to 0.25% annually calculated on the beginning of the month balance are charged to such parties for these services and are included in unrestricted revenues. In addition, funds held for others include certain revocable and irrevocable trusts and custodian funds for which the Foundation has been designated as custodian. |
| Part V, Line 4: | Endowment Funds operate with a spending policy adopted by the Board and executed with any donor restrictions to provide support for the ministries of the Catholic church in the Archdiocese of Oklahoma City and other donor designated non-profit organizations whose teaching are in alignment with the Catholic church. |
| Part X, Line 2: | The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
| Part XI, Line 2d - Other Adjustments: | Change in Cash Value of Life Insurance 22,099. Change in Annuities Valuation 118,194. Other fundraising expenses recorded in expense on Form 990 -31,586. |
| Part XII, Line 4b - Other Adjustments: | Other fundraising expenses recorded in expense on Form 990 31,586. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Investments | $4,027,836 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | Investments | $2,027,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,055,425 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,055,425 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III Accounting Method: | |
| Schedule F, Part IV | The Foundation reviews its direct and indirect investments during the tax period for determining required foreign filings. The Foundation's ownership interests in foreign corporations do not require a Form 5471 to be filed. The Foundation has transfers to foreign corporations through its investments. The Foundation filed Form 926 due to a partnership investment. The Foundation invests in passive foreign investment companies. The investment partnerships have properly filed Form 8621 or the underlying investments did not generate any unrelated business income. Under these facts, the Foundation is not required to file an additional Form 8621. The Foundation had transfers to foreign partnerships through its investments in partnerships. The Foundation did not file Form 8865 due to transfers under the filing threshold. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Archbishop's Dinner | Event1Nm |
| Gross Receipts Event1 | $401,710 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $309,653 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $92,057 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $86,132 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,525 | OtherDirectExpensesEvent1Amt |
| Event2 | Saint and Scholars | Event2Nm |
| Gross Receipts Event2 | $62,871 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $36,759 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $26,112 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $24,237 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $300 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,075 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $464,581 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $346,412 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $118,169 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $110,369 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,600 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $118,169 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| All Saints Catholic School | ||||||||
| 4001 36th Ave NW | Norman | OK | 730721802 | 731548847 | 501(c)(3) | $11,119 | $0 | General operating expenses |
| Archdiocese of Oklahoma City | ||||||||
| PO Box 32180 | Oklahoma City | OK | 73123 | 730632924 | 501(c)(3) | $155,357 | $0 | General operating expenses |
| Bishop John Carroll School | ||||||||
| 1100 N W 32nd Street | Oklahoma City | OK | 73118 | 731324898 | 501(c)(3) | $11,198 | $0 | General operating expenses |
| Bishop McGuinness Catholic High School | ||||||||
| 801 NW 50th St | Oklahoma City | OK | 731186001 | 730642613 | 501(c)(3) | $36,737 | $0 | General operating expenses |
| Blessed Sacrament Parish - Lawton | ||||||||
| PO Box 2546 | Lawton | OK | 73502 | 730654573 | 501(c)(3) | $20,410 | $0 | General operating expenses |
| Catholic Charities of the Archdiocese of Oklahoma City | ||||||||
| 1232 N Classen Blvd | Oklahoma City | OK | 731066810 | 730636561 | 501(c)(3) | $14,521 | $0 | General operating expenses |
| Center of Family Love | ||||||||
| PO Box 245 | Okarche | OK | 73762 | 731130455 | 501(c)(3) | $10,400 | $0 | General operating expenses |
| Christ the King School | ||||||||
| 1905 Elmhurst Ave | Oklahoma City | OK | 731204719 | 730717670 | 501(c)(3) | $30,495 | $0 | General operating expenses |
| Church of the Good Shepherd-Boise City | ||||||||
| C/O PO BOX 731 | Guymon | OK | 739420731 | 730632924 | 501(c)(3) | $15,400 | $0 | General operating expenses |
| Cristo Rey High School - OKC | ||||||||
| 4200 Leonhardt Dr | Oklahoma City | OK | 73135 | 475521087 | 501(c)(3) | $6,500 | $0 | General operating expenses |
| Gospel of Life Disciples | ||||||||
| 4113 S Eastern Ave | Oklahoma City | OK | 731607635 | 471279079 | 501(c)(3) | $9,500 | $0 | General operating expenses |
| Holy Name of Jesus Parish - Chickasha | ||||||||
| PO Box 748 | Chickasha | OK | 73023 | 730659487 | 501(c)(3) | $7,690 | $0 | General operating expenses |
| Holy Spirit Parish - Mustang | ||||||||
| PO Box 246 | Mustang | OK | 730640246 | 731194501 | 501(c)(3) | $13,097 | $0 | General operating expenses |
| Holy Trinity Catholic School | ||||||||
| PO Box 185 | Okarche | OK | 73762 | 730648448 | 501(c)(3) | $12,014 | $0 | General operating expenses |
| Holy Trinity Parish - Okarche | ||||||||
| PO Box 185 | Okarche | OK | 73762 | 730648448 | 501(c)(3) | $6,700 | $0 | General operating expenses |
| Institute for Priestly Formation Foundation | ||||||||
| 11626 Nicholas St | Omaha | NE | 68154 | 521907182 | 501(c)(3) | $114,637 | $0 | General operating expenses |
| Mount Saint Mary High School | ||||||||
| 2801 S Shartel Ave | Oklahoma City | OK | 731092238 | 730605969 | 501(c)(3) | $24,744 | $0 | General operating expenses |
| Our Lady of Guadalupe Church - Hollis | ||||||||
| 523 E Chestnut Street | Hollis | OK | 73550 | 823235937 | 501(c)(3) | $7,081 | $0 | General operating expenses |
| Our Lady of Victory Parish - Purcell | ||||||||
| PO Box 1280 | Purcell | OK | 730801280 | 731137088 | 501(c)(3) | $13,870 | $0 | General operating expenses |
| Prince of Peace Parish - Altus | ||||||||
| 1500 Falcon Rd | Altus | OK | 73521 | 731201385 | 501(c)(3) | $5,330 | $0 | General operating expenses |
| Project Gabriel | ||||||||
| 613 W Benedict St | Shawnee | OK | 74801 | 730701519 | 501(c)(3) | $6,835 | $0 | General operating expenses |
| Sacred Heart Catholic School - El Reno | ||||||||
| 210 South Evans Avenue | El Reno | OK | 730363636 | 730632924 | 501(c)(3) | $18,665 | $0 | General operating expenses |
| Sacred Heart Parish - El Reno | ||||||||
| 208 S Evans Ave | El Reno | OK | 730363636 | 730683607 | 501(c)(3) | $12,795 | $0 | General operating expenses |
| Sacred Heart School - OKC | ||||||||
| 2700 S Shartel Avenue | Oklahoma City | OK | 731092234 | 730686284 | 501(c)(3) | $17,310 | $0 | General operating expenses |
| Saint Andrew Dung-Lac Parish - OKC | ||||||||
| PO Box 891584 | Oklahoma City | OK | 731891584 | 731466451 | 501(c)(3) | $10,000 | $0 | General operating expenses |
| Saint Anthony of Padua Parish - Okeene | ||||||||
| PO Box 767 | Okeene | OK | 73763 | 730757721 | 501(c)(3) | $46,095 | $0 | General operating expenses |
| Saint Catherine of Siena Parish - Pauls Valley | ||||||||
| 205 West Bert Street | Pauls Valley | OK | 73075 | 731382244 | 501(c)(3) | $7,500 | $0 | General operating expenses |
| Saint Charles Borromeo Catholic School | ||||||||
| 5000 N Grove Ave | Oklahoma City | OK | 731225119 | 730701035 | 501(c)(3) | $31,140 | $0 | General operating expenses |
| Saint Elizabeth Ann Seton School | ||||||||
| PO Box 510 | Edmond | OK | 730830510 | 736095725 | 501(c)(3) | $12,043 | $0 | General operating expenses |
| Saint Francis of Assisi Church - Newkirk | ||||||||
| PO Box 11 | Newkirk | OK | 746470011 | 730632924 | 501(c)(3) | $5,200 | $0 | General operating expenses |
| Saint Francis of Assisi Parish - OKC | ||||||||
| PO Box 60569 | Oklahoma City | OK | 731460569 | 730722461 | 501(c)(3) | $127,020 | $0 | General operating expenses |
| Saint Francis Xavier Parish - Enid | ||||||||
| 408 South 8th Street | Enid | OK | 737023527 | 730608175 | 501(c)(3) | $9,790 | $0 | General operating expenses |
| Saint Gregory the Great - Enid | ||||||||
| 1924 West Willow Rd | Enid | OK | 73703 | 730952624 | 501(c)(3) | $5,500 | $0 | General operating expenses |
| Saint James Catholic School | ||||||||
| 1224 SW 41st St | Oklahoma City | OK | 73109 | 730685462 | 501(c)(3) | $5,583 | $0 | General operating expenses |
| Saint James the Greater Parish - OKC | ||||||||
| 4201 S McKinley Ave | Oklahoma City | OK | 731093120 | 730685462 | 501(c)(3) | $6,600 | $0 | General operating expenses |
| Saint John Nepomuk School - Yukon | ||||||||
| 600 S Garth Brooks Blvd | Yukon | OK | 730993504 | 730758650 | 501(c)(3) | $27,704 | $0 | General operating expenses |
| Saint John's Catholic School | ||||||||
| 583 W Grand Ave Ste B | Hot Springs | AR | 71901 | 710539026 | 501(c)(3) | $45,901 | $0 | General operating expenses |
| Saint Joseph Parish - Norman | ||||||||
| PO Box 1227 | Norman | OK | 73070 | 730720787 | 501(c)(3) | $19,743 | $0 | General operating expenses |
| Saint Joseph Catholic Church - Tonkawa | ||||||||
| PO Box 525 | Tonkawa | OK | 74653 | 208650826 | 501(c)(3) | $17,070 | $0 | General operating expenses |
| Saint Joseph School - Enid | ||||||||
| PO Box 3527 | Enid | OK | 73702 | 730608175 | 501(c)(3) | $77,330 | $0 | General operating expenses |
| Saint Mary Catholic Parish - Clinton | ||||||||
| PO Box 1295 | Clinton | OK | 736011295 | 730713426 | 501(c)(3) | $34,000 | $0 | General operating expenses |
| Saint Mary Catholic School - Ponca City | ||||||||
| 415 South 7th Street | Ponca City | OK | 746015544 | 730638646 | 501(c)(3) | $25,990 | $0 | General operating expenses |
| Saint Mary Parish - Guthrie | ||||||||
| PO Box 1556 | Guthrie | OK | 730441556 | 730993333 | 501(c)(3) | $7,395 | $0 | General operating expenses |
| Saint Mary Parish - Ponca City | ||||||||
| 408 South 8th Street | Ponca City | OK | 746015551 | 730638646 | 501(c)(3) | $9,750 | $0 | General operating expenses |
| Saint Patrick Parish - OKC | ||||||||
| 2121 N Portland Ave | Oklahoma City | OK | 73107 | 730642606 | 501(c)(3) | $12,000 | $0 | General operating expenses |
| Saint Paul the Apostle Parish - Del City | ||||||||
| 3901 S Sunnylane Rd | Del City | OK | 731153635 | 730750946 | 501(c)(3) | $12,825 | $0 | General operating expenses |
| Saint Philip Neri Catholic School | ||||||||
| 1121 Felix Place | Midwest City | OK | 73110 | 730678255 | 501(c)(3) | $8,450 | $0 | General operating expenses |
| Saint Thomas More University Parish - Norman | ||||||||
| 100 Stinson St | Norman | OK | 730726517 | 730715590 | 501(c)(3) | $9,400 | $0 | General operating expenses |
| The Catholic School of Saint Eugene | ||||||||
| 2400 W Hefner Rd | Oklahoma City | OK | 731560930 | 730710866 | 501(c)(3) | $6,500 | $0 | General operating expenses |
| Willow | ||||||||
| PO Box 94533 | Oklahoma City | OK | 73143 | 237350798 | 501(c)(3) | $9,690 | $0 | General operating expenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 50 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | College Scholarships | GrantTypeTxt |
| Recipient | 46 | RecipientCnt |
| Cash Grant | $141,238 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants to Organizations includes an application from the parish or school. A committee comprised of board members evaluates the completed applications. The selection and award amounts are presented to the board for approval. Grant agreements are required back from the parish and school and grant awards are sent. Grant impact reports are due back within one year. The Catholic Foundation of Oklahoma, Inc. awards college scholarships to qualified Catholic high school seniors from within the Archdiocese of Oklahoma City. All applicants complete the same online form; the Scholarship Committee determines the scholarship to be awarded to the selected recipients. Scholarships are paid directly to the educational institutions for the benefit of the individual recipient. Guidelines for eligibility and renewals: Applicant must be a graduating high school senior or a University of Oklahoma medical student. Applicant must be a registered, active member of a Catholic parish in the Archdiocese of Oklahoma City. Applicant must show scholastic ability and financial need. Applicant must be enrolling as a full-time student (minimum of 12 enrolled hours per semester). Scholarship recipients must maintain a 3.0 cumulative grade point average. A recommendation form will be sent to the applicant's pastor. Annual distributions from endowments are made based on a spending policy approved by the Board of Directors. FY23 4% was approved. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter L de Keratry | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $192,861 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $250 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $38,975 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $22,009 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $24,622 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $278,717 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part II and Form 990, Part VII, Line 5: | FormAndLineReferenceDesc |
| Explanation | Peter de Keratry, Executive Director, is compensated by the Archdiocese of Oklahoma City, a related organization. Compensation shown on Schedule J, Part II is Peter's 2022 W-2 compenstion. Catholic Foundation of Oklahoma reimburses 50% of Peter's total compensation to the Archdiocese of Oklahoma City for services provided to Catholic Foundation of Oklahoma. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Executive Committee consists of five directors, all of whom must be members of the Roman Catholic Church, and consists of the Immediate Past President, President, and Vice President (provided such persons are also directors) plus two additional directors appointed by a majority vote of all of the directors with the approval of the Sole Member. The Executive Committee may meet at stated times or on notice to all of its members. During intervals between meetings of the Board of Directors, the Executive Committee may generally perform the duties and exercise the authority of the Board of Directors, except that the Executive Committee may not (a) adopt, amend, or repeal any provision of the Certificate of Incorporation or Bylaws, (b) fill Board vacancies, (c) change the membership of, or fill vacancies in, the Executive Committee, or (d) amend or repeal any resolution of the Board. The Executive Committee reports on its actions at the next meeting of the Board of Directors. |
| Form 990, Part VI, Section A, line 2 | Most Reverend Paul Coakley, David Johnson, Peter L. de Keratry have a business relationship. |
| Form 990, Part VI, Section A, line 4 | The Bylaws were amended in May 2023. Article III 3.1 If the Archbishop if impeded (as determined by the Code of Canon Law) or if the office of Archbishop is vacant, then the person who, under the Code of Canon Law, stands in his place shall exercise all authority given to the Sole Member under these Bylaws until the Archbishop is no longer impeded or a successor archbishop is appointed and takes possession of the Archdiocese. Membership in the Corporation is not transferable or assignable, except by succession to the religious office of the Archbishop. 3.2 The following actions require written approval/ratification by the Sole Member of actions taken by the Board of Directors. (a) amendment or restatement of the Certificate of Incorporation or the Bylaws of the Corporation; (b) merger, consolidation, combination, or conversion of the Corporation with or into any other entity, enterprise, agency, or body; sale of all or substantially all of the assets of the Corporation; acquisition of the Corporation by any other entity or enterprise; or converting the Corporation into any other form of entity; (c) selection of independent auditors of the Corporation; (d) the appointment of new members of the Board of Directors of the Corporation; (e) the appointment of the Executive Director; (f) dissolution, liquidation, or termination of the business of the Corporation; (g) any change in the purposes of the Corporation; (h) any decision to file a voluntary petition under any law involving the adjudication of the Corporation as bankrupt or insolvent or taking any action with respect to the reorganization of the Corporation; (i) acquisition by purchase, lease or otherwise of any real property; (j) sale, conveyance, assignment, or other transfer of any real property; (k) transactions involving an amount, which in the sole determination of the Corporate Member exceeds canonical limits according to the norms of the Congregation for Clergy; (l) mortgaging, pledging or causing any other lien to be placed on any real property of the Corporation; (m) making of any capital improvements, alterations or changes in or to any property of the Corporation, except for such matters as may be provided for in the applicable annual budget; (n) institution, prosecution, settlement, compromise and dismissal of lawsuits or other judicial or administrative proceedings brought on behalf of, or against, or involving the Corporation, other than the institution and prosecution of lawsuits in the ordinary course of business; (o) any agreement, contract, understanding or other arrangement providing for any of the foregoing; and (p) additionally, the Sole Member, on his own initiative, with or without prior action by the Board of Directors, may remove any member of the Board of Directors of the Corporation for statements or actions inconsistent the "Board of Directors Commitment or for extraordinary reasons explained in writing to the Board member, such writing to constitute an irrebuttable presumption that the reason is extraordinary. Article IV 4.2 The number of directors shall always include the Sole Member. The number of directors shall also include the Chancellor of the Archdiocese and one additional member appointed by the Sole Member, each of whom shall serve as ex-officio directors. 4.3 Other than the Sole Member and the ex officio directors, the directors shall be elected or designated to serve for terms of three years and until their successors are elected and have qualified. The successors to the class of directors whose term are expiring shall be elected to hold office for a term expiring at the third succeeding annual meeting and until his or her successor has been duly elected and has qualified, except in case of a decrease in the number of directors. Article V 5.1 The Sole Member shall be the Board Chair. At each annual meeting, the Board of Directors shall elect such officers of the Corporation (other than the Board Chair) as may be necessary to enable the Corporation to sign instruments that comply with the Oklahoma General Corporation Act. Officers shall include a Board Chair, an Immediate Past President, a President, a Vice President, a Secretary-Treasurer, an Executive Director, and other officers with other titles, including Assistant Secretaries and Assistant Treasurers. 5.2 The Board of Directors may remove any officer (other than the Board Chair) at any time whenever in its judgment removal would serve the best interests of the Corporation. The Board of Directors may fill a vacancy in any office. 5.4 Removed the language, "The Board Chair shall regularly report to the Board of Directors on the business and affairs of the Corporation and the performance of Corporation functions." 5.6 Changed the title of President-Elect to Vice President. The Vice President shall perform the duties and discharge the responsibilities of the President. 5.8 The Executive Director shall be a member of the Roman Catholic Church and shall perform such duties as the Board of Directors, the Board Chair, or the President may assign. The Executive Director shall (a) supervise the business of the Corporation and direct the affairs and policies of the Corporation, subject to any directions that may be given by the Board of Directors. The Executive Director will report to, and the Executive Director's performance will be evaluated by, the Board Chair or his designee in consultation with the Governance Committee of the Board of Directors. |
| Form 990, Part VI, Section A, line 6 | The Archbishop of the Archdiocese of Oklahoma City is designated as the Sole Member of the Foundation. If the Archbishop is impeded (as determined by the Code of Canon Law) or if the office of Archbishop is vacant, then the person who, under the Code of Canon Law, stands in his place shall exercise all authority given to the Sole Member under these Bylaws until the Archbishop is no longer impeded or a successor Archbishop is appointed and takes possession of the Archdiocese. Membership in the Corporation is not transferable or assignable, except by succession to the religious office of the Archbishop. |
| Form 990, Part VI, Section A, line 7a | The Archbishop of the Archdiocese of Oklahoma City, Sole Member of the Corporation, shall elect the individuals to serve as Directors of the Corporation at the annual meeting of the Board of Directors. |
| Form 990, Part VI, Section A, line 7b | The following actions require written approval/ratification by the Sole Member of actions taken by the Board of Directors. (a) amendment or restatement of the Certificate of Incorporation or the Bylaws of the Corporation; (b) merger, consolidation, combination, or conversion of the Corporation with or into any other entity, enterprise, agency, or body; sale of all or substantially all of the assets of the Corporation; acquisition of the Corporation by any other entity or enterprise; or converting the Corporation into any other form of entity; (c) selection of independent auditors of the Corporation; (d) the appointment of new members of the Board of Directors of the Corporation; (e) the appointment of the Executive Director; (f) dissolution, liquidation, or termination of the business of the Corporation; (g) any change in the purposes of the Corporation; (h) any decision to file a voluntary petition under any law involving the adjudication of the Corporation as bankrupt or insolvent or taking any action with respect to the reorganization of the Corporation; (i) acquisition by purchase, lease or otherwise of any real property; (j) sale, conveyance, assignment, or other transfer of any real property; (k) transactions involving an amount, which in the sole determination of the Corporate Member exceeds canonical limits according to the norms of the Congregation for Clergy; (l) mortgaging, pledging or causing any other lien to be placed on any real property of the Corporation; (m) making of any capital improvements, alterations or changes in or to any property of the Corporation, except for such matters as may be provided for in the applicable annual budget; (n) institution, prosecution, settlement, compromise and dismissal of lawsuits or other judicial or administrative proceedings brought on behalf of, or against, or involving the Corporation, other than the institution and prosecution of lawsuits in the ordinary course of business; (o) any agreement, contract, understanding or other arrangement providing for any of the foregoing; and (p) additionally, the Sole Member, on his own initiative, with or without prior action by the Board of Directors, may remove any member of the Board of Directors of the Corporation for statements or actions inconsistent the "Board of Directors Commitment or for extraordinary reasons explained in writing to the Board member, such writing to constitute an irrebuttable presumption that the reason is extraordinary. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is reviewed by the Secretary/Treasurer and the Executive Director before it is filed. It is available for board member review upon request or at the next scheduled board meeting. |
| Form 990, Part VI, Section B, line 12c | All board members are covered by the policy, the board determines the conflict initially but it may be escalated to the Archbishop if necessary. When a conflict has been determined the person with a conflict abstains from voting on the matter or resigns from the board if the conflict is ongoing. |
| Form 990, Part VI, Section B, line 15b | Compensation for the Executive Director is determined by the Archbishop of the Archdiocese of Oklahoma City. The Accountant's compensation is determined on an annual basis by the Board of Directors using an annual evaluation and comparability data. There is contemporaneous substantiation of the deliberation and decision. |
| Form 990, Part VI, Section C, line 19 | Documents made available upon request |
| Form 990, Part VII: | Peter de Keratry, Executive Director, is compensated by the Archdiocese of Oklahoma City, an unrelated organization, for services to Catholic Foundation of Oklahoma. The Foundation does not prepare and submit his Form W-2. |
| Form 990, Part XI, line 9: | Life Insurance Cash Value Change 22,099. Change in Annuities Valuation 118,194. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Archdiocese of Oklahoma City | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 Northwest Expressway | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730632924 | EIN |
| Primary Activities | Church, Priest offices and schools | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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