CATHOLIC CHARITIES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC CHARITIES (EIN 73-0636561)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201531359349306198
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T15:11:02-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731078673 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERS & CHANDLER PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 NW EXPRESSWAY 600 EAST | AddressLine1 |
| City | OKLA CITY | City |
| State | OK | State |
| ZIP Code | 73112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730636561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC CHARITIES OF THE ARCHDIOCESE OF | BusinessNameLine1 |
| Business Name Line2 | OKLAHOMA CITY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 4055233000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N CLASSEN BLVD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73106 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK RAGLOW | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4055233000 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP D BROCKHAUS | PreparerPersonNm |
| PTIN | P00336459 | PTIN |
| Phone | 4058439371 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK RAGLOW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N CLASSEN BLVD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,227,220 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.CATHOLICCHARITIESOK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1912 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF CATHOLIC CHARITIES IS TO PROVIDE HELP AND HOPE TO ALL THROUGH THE CATHOLIC TRADITION OF SERVICE. FOR OVER 100 YEARS, SOCIAL SERVICES HAVE BEEN PROVIDED REGARDLESS OF RACE, CREED, COLOR OR NATIONAL ORIGIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,379,769 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,178,923 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $159,955 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $143,546 | CYProgramServiceRevenueAmt |
| PY Investment Income | $304,694 | PYInvestmentIncomeAmt |
| CY Investment Income | $464,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $436,801 | PYOtherRevenueAmt |
| CY Other Revenue | $440,751 | CYOtherRevenueAmt |
| PY Total Revenue | $8,281,219 | PYTotalRevenueAmt |
| CY Total Revenue | $14,227,220 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,935,512 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,502,401 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,569,001 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,207,446 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $188,465 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,245,492 | PYOtherExpensesAmt |
| CY Other Expenses | $2,291,346 | CYOtherExpensesAmt |
| PY Total Expenses | $5,750,005 | PYTotalExpensesAmt |
| CY Total Expenses | $8,001,193 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,531,214 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,226,027 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,158,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,286,873 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,429,520 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,020,650 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,728,911 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,266,223 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN 1912, CATHOLIC CHARITIES PROVIDES SOCIAL SERVICES REGARDLESS OF RACE, RELIGION OR NATIONAL ORIGIN THROUGH ITS MISSION TO PROVIDE HELP AND HOPE TO ALL THROUGH THE CATHOLIC TRADITION OF SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $931,911 | ExpenseAmt |
| Grant | $69,678 | GrantAmt |
| Desc | HOMELESS SERVICESSANCTUARY WOMEN'S DEVELOPMENT CENTERSPROVIDES 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, AA AND NA MEETINGS, JOB SEARCH, COUNSELING AND CASE MANAGEMENT ARE AVAILABLE.HOLY FAMILY HOMEMULTI-GENERATIONAL RESIDENTIAL FACILITY FOR HOMELESS WOMEN AND THEIR CHILDREN THAT PROVIDES CASE MANAGEMENT EDUCATION AND LIFE SKILL TRAINING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $596,755 | ExpenseAmt |
| Grant | $126,829 | GrantAmt |
| Desc | FAMILY SUPPORT SERVICESOFFERS STRENGTH-BASED CASE MANAGEMENT THAT BUILDS PARTNERSHIPS WITH FAMILIES THREATENED BY HOMELESSNESS AND SEVERE FINANCIAL STRESSORS TO ELIMINATE BARRIERS TO SUCCESS AND SELF-SUFFICIENCY.SERVICE-ENRICHED HOUSINGPROVIDES AFFORDABLE HOUSING TO LOW-INCOME FAMILIES MAKING ADJUSTMENTS IN THEIR LIVES. TO BE ELIGIBLE TO LIVE IN HOUSING UNITS, ADULT FAMILY MEMBERS MUST ENROLL IN THE FAMILY H.O.P.E. PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $147,730 | ExpenseAmt |
| Grant | $5,613 | GrantAmt |
| Revenue | $38,737 | RevenueAmt |
| Desc | ADOPTION AND PREGNANCY SERVICESETHICAL, PRESSURE-FREE AND LICENSED CHILD PLACEMENT FOR INFANT ADOPTIONS. PROVIDES SUPPORT AND COUNSELING FOR BIRTH/ADOPTIVE PARENTS THROUGHOUT THE ADOPTION PROCESS AND PREGNANCY. WOMEN IN A CRISIS PREGNANCY CAN ACCESS COUNSELING AND OTHER CASE MANAGEMENT SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $245,932 | $26,477 | $590 | PARISH ENGAGEMENTWORKS WITH PARISHES TO PROMOTE, SUPPORT AND IMPLEMENT EFFECTIVE SOCIAL MINISTRIES AND STRUCTURES, INCLUDING FAITH COMMUNITY HEALTH MINISTRIES, TO REDUCE THE ROOT CAUSES OF POVERTY. |
| $511,123 | $7,941 | $97,904 | IMMIGRATION LEGAL SERVICES PROVIDES LEGAL SERVICES AT A LOW COST TO LOW-INCOME RESIDENTS IN OKLAHOMA IN ACCORDANCE WITH U.S. IMMIGRATION LAW, INCLUDING FAMILY REUNIFICATION, ASYLUM, NATURALIZATION, AND GREEN CARD REPLACEMENT. |
| SOCIAL ACTION AND ADVOCACYCONDUCTS LEGISLATIVE ADVOCACY WITH FEDERAL, STATE AND LOCAL GOVERNMENTAL AGENCIES TO PROMOTE JUSTICE, RECOGNIZE DIGNITY OF ALL HUMAN LIFE AND SERVE THOSE IN NEED. | |||
| $387,712 | $120 | ST. JOSEPH COUNSELING, EDUCATION AND OUTREACHPROVIDES PROFESSIONAL, FAMILY STRENGTHING COUNSELING AND RELATED SERVICES TO INDIVIDUALS, COUPLES, FAMILIES, AND CATHOLIC SCHOOL STAFF/STUDENTS WHO ARE EXPERIENCING EMOTIONAL STRESS. PARISH REFERRAL REQUIRED. SUICIDE PREVENTION TRAINING (QPR) AVAILABLE TO PARISHES AND CATHOLIC SCHOOLS. | |
| $791,052 | $395,452 | $6,300 | REFUGEE RESETTLEMENT PROVIDES SOCIAL SERVICE ASSISTANCE FOR ALL REFUGEES, IN COLLABORATION WITH THE U.S. DEPARTMENT AND THE STATE OF OKLAHOMA DEPARTMENT OF HUMAN SERVICES, TO SUPPORT THEM IN NAVIGATING THE GOVERNMENTAL PROCESS OF RESETTLEMENT. SOCIAL SERVICES INCLUDING HOUSING SET-UP AND CASE MANAGEMENT ARE OFFERED TO HELP REFUGEES BECOME SELF-SUFFICIENT AND ADJUST TO LIFE IN THE UNITED STATES. ASSISTANCE ACCESSING COMMUNITY RESOURCES SUCH AS ENGLISH AS A SECOND LANGUAGE CLASSES, HEALTH SCREENINGS AND JOB ORIENTATION IS ALSO AVAILABLE. |
| $688,646 | $125,812 | $15 | REGIONAL OFFICES OFFICES LOCATED IN ARDMORE, CLINTON, ENID, GUYMON, AND LAWTON PROVIDE A VARIETY OF SERVICES TO EACH REGION BASED ON THEIR UNIQUE NEED IN THE REGION. SERVICES OFFERED INCLUDE CASE MANAGEMENT, COUNSELING, EMERGENCY FINANCIAL ASSITANCE, AND IMMIGRATION LEGAL SERVICES. THESE OFFICES ALSO PLAY AN INTEGRAL ROLE IN LINKING INDIVIDUALS WITH OTHER SOCIAL SERVICE PROVIDERS IN THEIR REGION. |
| $2,392,375 | $1,744,479 | DISASTER SERVICESPROVIDES EMERGENCY ASSISTANCE, TRAUMA COUNSELING, SERVICE COORDINATION AND LONG-TERM CASE MANAGEMENT AFTER DISASTERS. ALSO WORKS WITH COMMUNITIES TO ENHANCE AND STRENGTHEN COMMUNITY RESILIENCY AND PREPAREDNESS. | |
| $504,364 | COMBINED INVESTMENT AND RENTAL ACTIVITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,016,840 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,300,281 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $609,173 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,693,236 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 103 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4055233000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 N CLASSEN BLVD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MOST REV PAUL S COAKLEY | ||||||
| ARCHBISHOP, CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $32,260 | $7,988 |
| MRS MARIA MENDEZ WALLACE | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MRS RHONDA CARRETERO | ||||||
| VICE PRESIDENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR MICHAEL MILLIGAN | ||||||
| SECRETARY/TREASURER | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR CHARLES WADE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR RANDALL CALVERT | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR TOM CASSO | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MR ABEL CASTILLO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEACON ANTHONY CRISPO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JAMES D DIXSON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JAMES EVEREST | ||||||
| EMERITUS BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MRS SHELLIE GREINER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MRS JUDY LOVE | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REV BILL PRUETT | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MS VI LE JD | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MR MARK RUFFIN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REV RICHARD D STANSBERRY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK J RAGLOW | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $96,617 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $96,617 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $32,260 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,988 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $16,375 | FundraisingAmt |
| Government Grants | $426,873 | GovernmentGrantsAmt |
| All Other Contributions | $12,735,675 | AllOtherContributionsAmt |
| Noncash Contributions | $20,851 | NoncashContributionsAmt |
| Total Contributions | $13,178,923 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| IMMIGRATION FEES | 624100 | $97,904 | $97,904 |
| ADOPTION SERVICE FEES | 624100 | $38,737 | $38,737 |
| REFUGEE RESETTLEMENT | 624100 | $6,300 | $6,300 |
| ADVOCACY & OUTREACH | 624100 | $590 | $590 |
| OUT-BASED OFFICES | 624100 | $15 | $15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $143,546 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,542 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $144,542 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,456 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,456 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,017 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,017 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,017 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $319,458 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $319,458 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $319,458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $319,458 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $400,387 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,375 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $400,387 | TotalRevenueColumnAmt |
| Exclusion | $400,387 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $891 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $891 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $891 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,227,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $647,910 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $400,387 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,502,401 | TotalAmt |
| Program Services | $2,502,401 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,470,743 | TotalAmt |
| Program Services | $2,383,603 | ProgramServicesAmt |
| Management And General | $53,051 | ManagementAndGeneralAmt |
| Fundraising | $34,089 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,526 | TotalAmt |
| Program Services | $525,805 | ProgramServicesAmt |
| Management And General | $12,032 | ManagementAndGeneralAmt |
| Fundraising | $4,689 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,177 | TotalAmt |
| Program Services | $185,043 | ProgramServicesAmt |
| Management And General | $6,368 | ManagementAndGeneralAmt |
| Fundraising | $2,766 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,198 | TotalAmt |
| Program Services | $256,846 | ProgramServicesAmt |
| Management And General | $127,452 | ManagementAndGeneralAmt |
| Fundraising | $52,900 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,319 | TotalAmt |
| Management And General | $20,319 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,286 | TotalAmt |
| Program Services | $48,158 | ProgramServicesAmt |
| Management And General | $8,835 | ManagementAndGeneralAmt |
| Fundraising | $22,293 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,992 | TotalAmt |
| Program Services | $10,774 | ProgramServicesAmt |
| Management And General | $9,870 | ManagementAndGeneralAmt |
| Fundraising | $27,348 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,162 | TotalAmt |
| Program Services | $393,391 | ProgramServicesAmt |
| Management And General | $32,207 | ManagementAndGeneralAmt |
| Fundraising | $16,564 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,123 | TotalAmt |
| Program Services | $58,236 | ProgramServicesAmt |
| Management And General | $8,468 | ManagementAndGeneralAmt |
| Fundraising | $419 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,202 | TotalAmt |
| Program Services | $69,092 | ProgramServicesAmt |
| Management And General | $23,501 | ManagementAndGeneralAmt |
| Fundraising | $7,609 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,989 | TotalAmt |
| Program Services | $63,909 | ProgramServicesAmt |
| Management And General | $61,344 | ManagementAndGeneralAmt |
| Fundraising | $736 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $674,000 | $674,000 | ||
| SUPPLIES | $111,676 | $8,499 | $98,486 | $4,691 |
| MISCELLANEOUS | $108,027 | $56,752 | $46,953 | $4,322 |
| TELEPHONE | $46,511 | $5,939 | $39,234 | $1,338 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,861 | TotalAmt |
| Program Services | $11,305 | ProgramServicesAmt |
| Management And General | $10,855 | ManagementAndGeneralAmt |
| Fundraising | $8,701 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,001,193 | TotalAmt |
| Program Services | $6,693,236 | ProgramServicesAmt |
| Management And General | $1,119,492 | ManagementAndGeneralAmt |
| Fundraising | $188,465 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,562,243 | BOYAmt |
| EOY | $6,631,622 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,570 | BOYAmt |
| EOY | $5,566,440 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,550 | BOYAmt |
| EOY | $576,273 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,962,868 | BOYAmt |
| EOY | $1,248,342 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,196 | BOYAmt |
| EOY | $98,196 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,144 | BOYAmt |
| EOY | $117,422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,154,425 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,019,968 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,281 | BOYAmt |
| EOY | $2,134,457 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,257,558 | BOYAmt |
| EOY | $1,457,503 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,077,021 | BOYAmt |
| EOY | $3,456,618 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,158,431 | BOYAmt |
| EOY | $21,286,873 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,323 | BOYAmt |
| EOY | $337,899 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,011,197 | BOYAmt |
| EOY | $1,672,751 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,429,520 | BOYAmt |
| EOY | $2,020,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,287,995 | BOYAmt |
| EOY | $9,186,298 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,170,345 | BOYAmt |
| EOY | $9,803,500 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,571 | BOYAmt |
| EOY | $276,425 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,728,911 | BOYAmt |
| EOY | $19,266,223 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,158,431 | BOYAmt |
| EOY | $21,286,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,226,027 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $311,285 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $3,981,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,529,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,803,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,379,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,162,548 | CurrentTaxYearAmt |
| Total | $31,856,617 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,981,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,529,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,803,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,379,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,162,548 | CurrentTaxYearAmt |
| Total | $31,856,617 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $31,856,617 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $167,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $400,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $345,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $503,473 | CurrentTaxYearAmt |
| Total | $1,555,811 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $251,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $313,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $395,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $416,762 | CurrentTaxYearAmt |
| Total | $1,617,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,030,149 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $691,902 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89540 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,042,451 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $480,364 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $71,501 | OtherExpendituresAmt |
| End Year Balance | $3,451,314 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,771,561 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $330,634 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $59,744 | OtherExpendituresAmt |
| End Year Balance | $3,042,451 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,615,288 | BeginningYearBalanceAmt |
| Contributions | $124,508 | ContributionsAmt |
| Investment Earnings Or Losses | $84,857 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $53,092 | OtherExpendituresAmt |
| End Year Balance | $2,771,561 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,210,409 | BeginningYearBalanceAmt |
| Contributions | $2,400 | ContributionsAmt |
| Investment Earnings Or Losses | $450,929 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,450 | OtherExpendituresAmt |
| End Year Balance | $2,615,288 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,948,751 | BeginningYearBalanceAmt |
| Contributions | $113,190 | ContributionsAmt |
| Investment Earnings Or Losses | $195,960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $47,492 | OtherExpendituresAmt |
| End Year Balance | $2,210,409 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $802,039 | InvestmentCostOrOtherBasisAmt |
| Book Value | $802,039 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,494,857 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,494,776 | DepreciationAmt |
| Book Value | $1,000,081 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $726,655 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $444,393 | DepreciationAmt |
| Book Value | $282,262 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $130,874 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $80,799 | DepreciationAmt |
| Book Value | $50,075 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,134,457 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| POOLED INVESTMENT | $1,385,028 | F |
| BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | $72,475 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,457,503 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ENDOWED FUNDS | $3,451,314 |
| OTHER | $304 |
| DISASTER RELIEF-GIFT CARDS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,456,618 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCE FROM U.S. CONFERENCE OF CATHOLIC BISHOPS | Desc |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,518,185 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $311,285 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $311,285 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,206,900 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,320 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $20,320 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,227,220 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,980,873 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,980,873 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $20,320 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $20,320 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,001,193 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE FUNDING FOR PROGRAMS AND PROVIDE ADEQUATE RETURNS FOR INVESTED FUNDS. |
| PART X, LINE 2: | MANAGEMENT HAS REVIEWED CATHOLIC CHARITIES' TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ACCRUAL IN THE FINANCIAL STATEMENTS OR DISCLOSURE IN THE FOOTNOTES TO BE IN COMPLIANCE WITH AUTHORITATIVE LITERATURE. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BANK INVESTMENT FEES NETTED WITH REVENUE ON FINANCIALS 20,320. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GREEN TIE GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $392,087 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $16,375 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $375,712 | GrossRevenueEvent1Amt |
| Name Of Event2 | MEMORIAL GIFTS | NameOfEvent2Amt |
| Gross Receipts Event2 | $24,575 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $24,575 | GrossRevenueEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $100 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $100 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $416,762 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,375 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $400,387 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $400,387 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| SUPPORT OF OTHER ORGANIZATIONS | 15 | $18,702 | COST |
| DEVELOPMENT GRANTS | 7 | $11,272 | COST |
| CLIENT ASSISTANCE | 983 | $148,981 | COST |
| MEDICAL ASSISTANCE/EMERGENCY ASSISTANCE | 1245 | $231,157 | COST |
| INASMUCH CLIENT ASSISTANCE | 162 | $23,231 | COST |
| DISASTER RELIEF | 1903 | $1,677,665 | COST |
| REIMBURSED ASSISTANCE | 1018 | $390,747 | COST |
| INASMUCH EMERGENCY ASSISTANCE | 5 | $646 | COST |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd | Loan To OrganizationLoanToOrganizationInd |
|---|---|---|---|---|---|---|---|
| TRINITY PLACE LOW INCOME HOUSING | |||||||
| LOW INCOME HOUSING CONSTRUCTION | Yes (X) | $1,474,000 | $1,248,342 | 0 | Yes (1) | Yes (1) | |
| TRINITY PLACE LOW INCOME HOUSING | |||||||
| LOW INCOME HOUSING CONSTRUCTION | $831,560 | $800,000 | 0 | Yes (1) | Yes (1) | Yes (X) | |
| CASA MARIA HOUSING PROJECT | |||||||
| REFURBISHMENT OF A PROPERTY IN 613 NW 30TH STREET | $321,387 | $192,831 | 0 | Yes (1) | Yes (1) | Yes (X) | |
| 12TH STREET BUILDING | |||||||
| NEW OFFICE BUILDING | $679,920 | 0 | Yes (1) | Yes (1) | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,921,093 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRINITY PLACE LOW INCOME HOUSING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRINITY IS OWNED BY SUBSIDIARY 3825 NW 19TH, INC. | RelationshipDescriptionTxt |
| Transaction | LOANS TO AND FROM | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION HAS A GOVERNANCE COMMITTEE THAT IS RESPONSIBLE FOR RECRUITING, ORIENTATION AND EVALUATION OF MEMBERSHIP OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE GOVERNANCE COMMITTEE REVIEWS THE ORGANIZATION'S FORM 990 FOR ACCURACY AND PRESENTS TO THE BOARD |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND MEMBERS OF THE BOARD ARE ASKED TO MAKE ANNUAL DISCLOSURES OF ANY CONFLICTS OF INTERESTS IN SEPTEMBER OF EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | EMPLOYEES' COMPENSATIONS ARE BASED ON A CALCULATION INCLUDING A SURVEY OF REGIONAL SALARIES OF NON-PROFIT AGENCIES. INDIVIDUAL SKILL AND KNOWLEDGE BASE IS INCLUDED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ONLINE. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S AUDIT COMMITTEE'S PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| VILLA ISENBART INC | |||||||||
| 398060 W 2200 RD | BARTLESVILLE | OK | 74006 | 731438479 | DEVELOPS & OPERATES 40 SENIOR INDEPENDENT LIVING HOUSING UNITS | OK | 501(C)(3) | 9 | 0 |
| 3825 NW 19TH INC | |||||||||
| WEST 2200 ROAD | BARTLESVILLE | OK | 74006 | 731483973 | AFFORDABLE TAX CREDIT HOUSING DEVELOPMENT FOR THE ELDERLY | OK | 509(C)(3) | 9 | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRINITY PLACE LOW INCOME HOUSING | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3825 NW 19TH STREET | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | AFFORDABLE TAX CREDIT HOUSING DEVELOPMENT FOR THE ELDERLY | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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