2022-05-04T15:53:55-05:00 2021-06-30 BKD LLP 110 N Elgin Ave Suite 400 Tulsa OK 741201490 990 2020-07-01 730636561 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC % CATHOLIC CHARITIES OF OKC CATH 4055233000 1232 CLASSEN BLVD OKLAHOMA CITY OK 73106 PATRICK J RAGLOW EXECUTIVE DIRECTOR 4055233000 2022-01-15 true PATRICK RAGLOW 999009999 Todd J Pefferman P00425159 9185842900 3 2020 2022-09-23 18:48:47Z PATRICK J RAGLOW 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 7807727 false X WWW.CCAOKC.ORG X 1912 OK CATHOLIC CHARTIES SERVES THOSE IN NEED THROUGH TRANSFORMATIVE, EMPOWERING AND DIGNITY-AFFIRMING SOCIAL SERVICE PROGRAMS, GUIDED BY CATHOLIC TEACHING. 15 15 80 232 0 0 5572432 7001360 124083 122283 366673 613304 31296 63667 6094484 7800614 1049555 1337982 0 0 3685023 3692509 0 0 701492 1822717 1641213 6557295 6671704 -462811 1128910 21435478 23215812 1921504 1485209 19513974 21730603 X GUIDED BY CATHOLIC TEACHING, CATHOLIC CHARITIES SERVES THOSE IN NEED, REGARDLESS OF THEIR FAITH, THROUGH TRANSFORMATIVE, EMPOWERING, AND DIGNITY-AFFIRMING SOCIAL SERVICE PROGRAMS THAT SEEK TO ELIMINATE MATERIAL, EMOTIONAL AND SPIRITUAL POVERTY. false true 1824174 897843 FAMILY SUPPORT SERVICES -EMERGENCY RENT AND UTILITY ASSISTANCE- PROVIDES LIMITED FINANCIAL ASSISTANCE FOR RENT AND UTILITY BILLS TO FAMILIES STRUGGLING TO ACHIEVE SELF-SUFFICIENCY. ONCE APPROVED FOR ASSISTANCE, FAMILIES MUST PARTICIPATE IN A ONE-TIME BUDGETING COURSE AND ARE STRONGLY URGED TO ENROLL IN FAMILY H.O.P.E. CASE MANAGEMENT. FAMILIES MAY ACCESS THIS ASSISTANCE ANNUALLY AND A SET NUMBER OF FAMILIES ARE ASSISTED PER WEEK. -FAMILY H.O.P.E. CASE MANAGEMENT- OFFERS STRENGTH-BASED CASE MANAGEMENT THAT BUILDS PARTNERSHIPS WITH FAMILIES THREATENED BY HOMELESSNESS AND SEVERE FINANCIAL STRESSORS TO ELIMINATE BARRIERS TO SUCCESS AND SELF-SUFFICIENCY. -TRANSITIONAL HOUSING- PROVIDES AFFORDABLE HOUSING TO LOW-INCOME FAMILIES AND INDIVIDUALS. TO BE ELIGIBLE TO LIVE IN HOUSING UNITS, ADULT FAMILY MEMBERS MUST ENROLL IN THE FAMILY H.O.P.E. PROGRAM. 1078209 186584 HOMELESS SERVICES -SANCTUARY WOMEN'S DEVELOPMENT CENTERS- PROVIDES HOMELESS AND LOW-INCOME WOMEN AND THEIR CHILDREN RESOURCES IN OKLAHOMA CITY AND NORMAN. WOMEN ARE OFFERED SUPPORT AND ADVOCACY TO ALLEVIATE THE EFFECTS OF POVERTY, EMPOWERING THEM WITH THE TOOLS TO OVERCOME HOMELESSNESS. SHOWER AND LAUNDRY FACILITIES, COMPUTER LAB, FOOD AND BEVERAGES, CLOTHING, HYGIENE ITEMS, LIFE-SKILLS CLASSES, JOB SEARCH, COUNSELING AND CASE MANAGEMENT ARE AVAILABLE. -HOLY FAMILY HOME- PROVIDES A MULTI-GENERATIONAL TRANSITIONAL HOUSING FACILITY FOR COMMUNITY-BASED SERVICES AND CASE MANAGEMENT TO HOMELESS WOMEN AND THEIR CHILDREN - EDUCATING, EMPOWERING AND PROMOTING POSITIVE LIFESTYLES TO RESIDENTS. 629056 25675 IMMIGRATION LEGAL SERVICES - PRVIDES AFFORDABLE IMMIGRATION LEGAL SERVICES TO LOW INCOME FAMILIES IN OKLAHOMA. IMMIGRANTS AND NON-IMMIGRANTS ARE ABLE TO OBTAIN RELIABLE AND TRUSTWORTHY ASSESMENTS OF CASES OF FAMILY PETITIONS, U-VISA, VAWA, T-VISA, ADJUSTMENTS OF STATUS, CITIZENSHIP, AND TEMPORARY PROTECTED STATUS. 134744 2797 ADOPTION AND PREGNANCY SERVICES PREGNANT WOMEN IN CRISIS ARE OFFERED SUPPORT, COUNSELING AND CASE MANAGEMENT. ETHICAL, PRESSURE-FREE LICENSED CHILD PLACEMENT IS AVAILABLE FOR INFANT ADOPTIONS. SUPPORT AND COUNSELING FOR BIRTH PARENTS AND ADOPTIVE PARENTS IS PROVIDED DURING THE ADOPTION PROCESS INCLUDING ON-GOING POST-ADOPTIVE SERVICES. 564170 109609 REFUGEE RESETTLEMENT PROVIDES SOCIAL SERVICE ASSISTANCE FOR REFUGEES, IN COLLABORATION WITH THE US DEPARTMENT OF STATE AND OKLAHOMA DEPARTMENT OF HUMAN SERVICES. HELPING REFUGEES BECOME SELF-SUFFICIENT THROUGH ASSISTANCE WITH NAVIGATING GOVERNMENT PROCESSES, ARRANGING INITIAL HOUSING, MEDICAL TREATMENT, LANGUAGE TRAINING AND EMPLOYMENT SERVICES. 201757 9938 ADVOCACY AND OUTREACH 314354 102908 DISASTER SERVICES PROVIDES EMERGENCY ASSISTANCE, TRAUMA COUNSELING, SERVICE COORDINATION AND LONG-TERM CASE MANAGEMENT AFTER DISASTERS. ALSO WORKED WITH COMMUNITIES TO ENHANCE AND STRENGTHEN PREPAREDNESS FOR AND RESILIENCY AFTER A DISASTER. 381356 2628 ST JOSEPH'S COUNSELING, EDUCATION AND OUTREACH PROVIDES PROFESSIONAL, FAMILY-STRENGTHENING COUNSELING AND RELATED SERVICES TO INDIVIDUALS, COUPLES, FAMILIES AND CATHOLIC SCHOOL STAFF/ /STUDENTS WHO ARE EXPERIENCING EMOTIONAL STRESS. SUICIDE PREVENETION TRAINING (QPR) AND PSYCHO- EDUCATIONAL PRESENTATION ARE AVAILABLE TO PARISHES AND CATHOLIC SCHOOLS. 1596381 227880 5127820 true true false true false false false false false true true true false true false false true true false false false false false false true false false false true false false false false false false false false false true false false false false true true false false false true 20 0 true 80 true false false false false false true true false false false false X 15 15 false false false false true true false true true false false true true true true true true true false false OK X X CATHOLIC CHARITIES OF OKC 4055233000 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 PATRICK RAGLOW EXECUTIVE DIRECTOR 37.5 0.0 X 124101 0 1122 MOST REVEREND PAUL S COAKLEY BOARD CHAIRMAN 2.0 0.0 X X 0 0 0 MS VI T LE JD DIRECTOR 1.0 0.0 X 0 0 0 MR RAY HAEFELE PRESIDENT 2.0 0.0 X X 0 0 0 MR MICHAEL R STERKEL DIRECTOR 1.0 0.0 X 0 0 0 MS CONNIE T BURNETT DIRECTOR 1.0 0.0 X 0 0 0 MR MICHAEL MILLIGAN SECRETARY TREASURER 2.0 0.0 X X 0 0 0 MR ABE CASTILLO DIRECTOR 1.0 0.0 X 0 0 0 MR JERRY KRITTENBRINK VICE PRESIDENT 2.0 0.0 X X 0 0 0 MR DAVID MADIGAN DIRECTOR 1.0 0.0 X 0 0 0 REVEREND JOHN R METZINGER DIRECTOR 1.0 0.0 X 0 0 0 REVEREND RICHARD D STANSBERRY DIRECTOR 1.0 0.0 X 0 0 0 MS KATHY WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 MR ROBERT P BATES DIRECTOR 1.0 0.0 X 0 0 0 MAXWELL MEIER DIRECTOR 1.0 0.0 X 0 0 0 MR NICK DELL'OSSO DIRECTOR 1.0 0.0 X 0 0 0 124101 0 1122 1 false false false INTERWORKS INC 1425 S SANGRE RD STILLWATER OK 74074 IT SUPPORT 222192 2 701916 222716 7000 1534528 4535200 386347 7001360 Adoption and Pregnancy 35171 35171 Service Fees 77972 77972 Rental Income 9140 9140 122283 162093 162093 0 8094 8094 43522 43522 0 43522 30706 12816 439560 11651 439560 11651 451211 451211 46579 222716 7113 39466 39466 0 0 0 0 0 0 Miscellaneous income -27415 -27415 -27415 7800614 125574 673680 9938 9938 1328044 1328044 0 0 121855 121855 0 2739559 2167328 159610 412621 89855 81709 -5534 13680 577651 486100 26896 64655 163589 152182 -16524 27931 0 15335 5379 9956 39340 39340 0 0 91320 3580 64164 23576 199314 113405 49876 36033 2409 2409 64080 19187 7123 37770 0 0 205000 187923 14209 2868 14544 13372 412 760 0 4966 698 4104 164 5063 5063 0 455239 107893 346966 380 114377 80308 20627 13442 Repairs & Maintenance 265347 155550 68034 41763 Specific Assistance 15790 12790 3000 Telephone expense 75822 64678 8763 2381 Supplies 17683 7852 9518 313 55584 20839 16999 17746 6671704 5127820 842392 701492 2402501 2556215 1262482 2020545 998127 783802 4444 7007 0 0 0 0 1155594 1110742 0 0 106119 110219 11861869 2822457 9271923 9039412 540 481 2008925 2601746 0 0 0 0 4224823 4985643 21435478 23215812 330415 286150 0 0 31902 334781 0 0 0 0 0 0 1559187 864278 0 0 0 0 1921504 1485209 X 17621462 19744985 1892512 1985618 19513974 21730603 21435478 23215812 1128910 1087719 X false true X true false X 6070570 5523042 6292073 5572432 7001360 30459477 0 0 6070570 5523042 6292073 5572432 7001360 30459477 0 30459477 302785 359656 508496 384860 621398 2177195 0 304034 73575 2954 12510 39466 432539 33069211 821764 0.92108 0.92244 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 250 false false 250 false SCHEDULE C, PART II-B, LINE 1 CATHOLIC CHARITIES PROVIDES PARTICIPANT TRAINING FOR AND HOSTS CATHOLIC ADVOCACY DAY AT THE CAPITAL. IT ALSO TRACKS STATE/FEDERAL LEGISLATIVE ACTIVITY AND PROVIDES INFORMATION/FEEDBACK BASED ON CATHOLIC SOCIAL TEACHING AND FRONTLINE SERVICE AGENCY EXPERIENCE TO CATHOLIC LEADERSHIP/LAITY FOR THEIR INTERACTION WITH ELECTED AND UNELECTED GOVERNMENT OFFICIALS. 4224520 101880 1047398 340089 48371 4985338 4332217 131390 -11062 228025 4224520 3738242 645908 132273 184206 4332217 3570934 121562 198325 152579 3738242 3309061 77751 301985 117863 3570934 0.68000 0.07000 0.25000 true true true 767588 767588 10348502 2299406 8049096 139440 135582 3858 606339 387469 218870 9039412 Pooled Investment 2511017 F Beneficial Interest in assets 90729 F 2601746 Endowed Funds 4985338 Other Asset 305 4985643 9367921 1087719 539388 1627107 7740814 59800 59800 7800614 7275187 663283 663283 6611904 59800 59800 6671704 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE FOR THE BENEFIT OF THE HOLY FAMILY HOME, THE MAINTENANCE AND OPERATION OF THE MAIN SERVICE FACILITY, SCHOLARSHIPS FOR CHILDREN OF LAWTON TENANTS, AND THE FUTURE OPERATIONS OF THE AGENCY. SCHEDULE D, PART XI, LINE 2D $539,123 SUBSIDIARY REVENUE & ELIMINATIONS; $265 FUNDRAISING EXPENSES SCHEDULE D, PART XII, LINE 2D $663,018 SUBSIDIARY EXPENSES & ELIMINATIONS; $265 FUNDRAISING EXPENSES GREEN TIE GALA 233903 208019 25884 2225 2815 REDS, WHITES, 33892 14697 19195 1808 1 1500 1500 265 269295 222716 46579 2225 4888 7113 39466 true HOMELESS ASSISTANCE 2086 108199 78385 GROCERY & BUS PASSES AVG $/LB; PRICE IMMIGRATION LEGAL SERVICES 67 25675 REFUGEE RESETTLEMENT 281 109609 ADOPTION AND PREGNANCY 91 2797 DISASTER RELIEF 344 102908 FAMILY SUPPORT SERVICES 5983 897843 ST JOSEPH'S COUNSELING 428 2628 SCHEDULE I, PART I, LINE 2 THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS MEETS MONTHLY TO REVIEW FINANCIAL STATEMENTS OF THE ORGANIZATION AND ENSURE FUNDS ARE USED AS DIRECTED. INDEPENDENT AUDITORS ARE ENLISTED TO COMPLETE AN ANNUAL AUDIT OF FINANCIAL STATEMENTS AS WELL AS A SINGLE AUDIT FOR FEDERAL FUNDS IF REQUIRED. X 4 307782 MARKET VALUE X 12 77353 REG FD BNK AVR $/LB X BUS PASSES 3 1212 BUS PASS PRICE false true true Schedule M, line 32b CARS RECEIVED FOR CATHOLIC CHARITIES' BENEFIT ARE SOLD BY A THIRD PARTY; THEN THE PROCEEDS, LESS FEE, ARE TREATED AS A DONATION BY THE THIRD PARTY. ------------------------------------------------------------------ STOCK RECEIVED IS CONTRIBUTED TO CATHOLIC CHARITIES' BROKERAGE ACCOUNT AND IS VALUED AT THE TRANSFER VALUE ON THE CONTRIBUTION DATE. CATHOLIC CHARITIES SELLS THE CONTRIBUTED STOCK AS SOON AS PRACTICAL THROUGH THE BROKERAGE ACCOUNT. FORM 990, PART III, LINE 3 HOLY FAMILY HOME OPERATIONS WERE CHANGED MID-YEAR TO TRANSFER OPERATIONS TO A THIRD PARTY OPERATING A SHELTER FOR TRAFFICKED INDIVIDUALS. FORM 990, PART VI, LINE 1A THERE ARE NO MATERIAL DIFFERENCES IN VOTING RIGHTS, HOWEVER THE EXECUTIVE COMMITTEE, WHICH COMPRISES THE ARCHBISHOP AND THE OFFICERS OF THE CORPORATION, MAY ACT BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL REPORT ANY AND ALL ACTIONS SO TAKEN TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING FOR REVIEW, RATIFICATION AND APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 CATHOLIC CHARITIES IS WHOLLY-OWNED BY THE ARCHDIOCESE OF OKLAHOMA CITY OF THE ROMAN CATHOLIC CHURCH. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL BE APPOINTED BY THE ARCHBISHOP AS THE REPRESENTATIVE OF THE SOLE STOCKHOLDER OF THIS CORPORATION, TO HOLD OFFICE UNTIL THE APPOINTMENT OF THEIR RESPECTIVE SUCCESSORS, EXCEPT AS PROVIDED FOR FILLING VACANCIES. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF VARIOUS PORTIONS OF THE 990 IS DONE BY THE EXECUTIVE DIRECTOR, SENIOR DIRECTOR OF ADMINISTRATION, THE SECRETARY/TREASURER OF THE BOARD, AND THE DIRECTOR OF FINANCE, AS SOON AS THE FIRST DRAFT IS RECEIVED. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES BEFORE THE FINAL VERSION IS FILED. FORM 990, PART VI, SECTION B, LINE 12C COVERED PERSONS INCLUDE THE FOLLOWING FOR BOARD OF DIRECTORS, OFFICERS, AND STAFF : A) YOUR SPOUSE, DOMESTIC PARTNER, CHILD, MOTHER, FATHER, BROTHER OR SISTER; B) ANY CORPORATION OR ORGANIZATION OF WHICH YOU ARE A BOARD MEMBER, AN OFFICER, A PARTNER, PARTICIPATE IN MANAGEMENT OR ARE EMPLOYED BY, OR ARE, DIRECTLY OR INDIRECTLY, A DEBT HOLDER OR THE BENEFICIAL OWNER OF ANY CLASS OF EQUITY SECURITIES; AND C) ANY TRUST OR OTHER ESTATE IN WHICH YOU HAVE A SUBSTANTIAL BENEFICIAL INTEREST OR AS TO WHICH YOU SERVE AS A TRUSTEE OR IN A SIMILAR CAPACITY. ALL CONFLICTS SHOULD BE REPORTED TO THE EXECUTIVE DIRECTOR AND/OR BOARD OF DIRECTORS. ANY PERSON APPEARING TO HAVE A CONFLICT OF INTEREST SHOULD REFRAIN FROM PARTICIPATION IN ANY DECISIONS ON MATTERS THAT INVOLVE THIS THE IDENTIFIED INTEREST. FORM 990, PART VI, SECTION B, LINE 15A 2020 - EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON CATHOLIC CHARITIES' WEBSITE, AND GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENTS ARE AVAILABLE BY REQUEST FROM THE ORGANIZATION. 3825 NW 19TH 398060 W 2200 RD BARTLESVILLE OK 74006 731475165 SENIOR HOUSIN OK 501(C)(3) 9 CC OKC true ARCHDIOCESE OF OKLAHOMA CITY PO BOX 32180 OKLAHOMA CITY OK 73123 730632924 CHURCH OK 501(C)(3) 1 N/A false CATHOLIC FOUNDATION OF OKLAHOMA PO BOX 32180 OKLAHOMA CITY OK 73123 730773715 FOUNDATION OK 501(C)(3) 7 ARCHDIOCESE false VILLA ISENBART INC 398060 W 2200 RD BARTLESVILLE OK 74006 731438479 SENIOR HOUSIN OK 501(C)(3) 9 CC OKC true TRINITY PLACE LP 398060 W 2200 RD BARTLESVILLE OK 73106 731483973 ELDERLY HOUSING OK 3825 NW 19TH RELATED -1390 9080 false 0 true 0.01000 LAWTON APARTMENTS LTD PSHIP 398060 W 2200 Rd Bartlesville OK 740060265 205733462 HOUSING OK Archdiocese RELATED 0 0 false false 0.00000 false false true true false false false false false false false false true true false true false false true ARCHDIOCESE OF OKLAHOMA CITY P 600881 COST (BENEFITS) ARCHDIOCESE OF OKLAHOMA CITY P 112053 COST (WC INS)