CATHOLIC FOUNDATION OF OKLAHOMA INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC FOUNDATION OF OKLAHOMA INC (EIN 73-0773715)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-23
- IRS object ID
- 201400239349301115
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-23T16:05:15-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 WESTPORT DR | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 730696336 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730773715 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC FOUNDATION OF OKLAHOMA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CATH | NameControl |
| Phone | 4057215651 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32180 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73123 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID JOHNSON | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 4057215651 | Phone |
| Date Signed | 2013-12-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KELLEY GRACE CPA | Name |
| PTIN | P00841870 | PTIN |
| Phone | 4052922900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID JOHNSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32180 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13269367 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CFOOK.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | PROCURE AND BUILD ENDOWMENT FUNDS WHILE SERVING AS A PERMANENT ORGANIZATION FOR MANAGEMENT AND THE ADMINISTRATION OF FUNDS GIVEN TO THE ARCHDIOCESE OF OKLAHOMA CITY FOR THE ADVANCEMENT AND EXPANSION OF THE ROMAN CATHOLIC CHURCH IN CENTRAL AND WESTERN OKLAHOMA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 59 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 205884 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 107354 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 593722 | InvestmentIncomePriorYear |
| Investment Income Current Year | 854362 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 197616 | OtherRevenuePriorYear |
| Other Revenue Current Year | 243295 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 997222 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1205011 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 137190 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 138797 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 141751 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 142710 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 329320 | OtherExpensePriorYear |
| Other Expenses Current Year | 289231 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 608261 | TotalExpensesPriorYear |
| Total Expenses Current Year | 570738 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 388961 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 634273 | RevenuesLessExpensesCY |
| Total Assets BOY | 48019315 | TotalAssetsBOY |
| Total Assets EOY | 54480276 | TotalAssetsEOY |
| Total Liabilities BOY | 40894817 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45850387 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7124498 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8629889 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROCURE AND BUILD ENDOWMENT FUNDS WHILE SERVING AS A PERMANENT ORGANIZATION FOR MANAGEMENT AND THE ADMINISTRATION OF FUNDS GIVEN TO THE ARCHDIOCESE OF OKLAHOMA CITY FOR THE ADVANCEMENT AND EXPANSION OF THE ROMAN CATHOLIC CHURCH IN CENTRAL AND WESTERN OKLAHOMA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 119957 | Expense |
| Description | ANNUITY FUND - MANAGES DONATED FUNDS, THE FOUNDATION PROVIDES PERIODIC PAYMENTS TO DONORS OR OTHER DESIGNATED PERSONS BASED ON THE DONORS GIFT DURING THE FYE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 223322 | Expense |
| Grants | 137797 | Grants |
| Description | ENDOWMENT & QUASI ENDOWMENT - MANAGES THE ENDOWMENTS OF THE FOUNDATION AND TRUST FUNDS FROM THE CATHOLIC ARCHDIOCESE OF OKLAHOMA CITY FOR THE BENEFIT OF THE ARCHDIOCESE AND ITS INSTITUITONS AS DESIGNATED BY THE BOARD. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1000 | Expense |
| Grants | 1000 | Grants |
| Description | CONNELLY MEDICAL SCHOLARSHIP TRUST - MANAGES FUNDS, THE INCOME OF WHICH IS USED TOWARDS SCHOLARSHIPS FOR CATHOLIC STUDENTS OF THE UNIVERSITY OF OKLAHOMA SCHOOL OF MEDICINE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 344279 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID JOHNSON | NamePerson |
| Telephone Number | 4057215651 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32180 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| REV REX ARNOLD | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| RUSS FARLEY JR | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| REV JAMES GREINER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MARY MCANULTY | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| SUSAN MORAN CROWDER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DOUG OLIVER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MANNY SANCHEZ | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| LEONARD TARON | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| KEVIN KARPE | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MARY BEADLES | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ALAN ANESHANSLEY | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DON CREEL | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JOHN HEFNER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JERRY KELLEY | |||||||
| VICE-PRESIDENT | 0.00 | X | 0 | 0 | 0 | X | |
| CHAD MCDOUGALL | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| LARRY NEUBAUER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JAIMEE ZORIO | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| SHERRI MERLE WOOLDRIDGE | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MOST REV PAUL S COAKLEY | |||||||
| CHAIRMAN OF BOARD | 5.00 | X | 0 | 0 | 0 | X | 35.00 |
| TONY TYLER | |||||||
| IMMEDIATE PAST PRESIDENT | 0.00 | X | 0 | 0 | 0 | X | |
| DR CHARLES LAWRENCE | |||||||
| PRESIDENT | 0.00 | X | 0 | 0 | 0 | X | |
| DAVID JOHNSON | |||||||
| SECRETARY/TREASURER | 5.00 | X | 0 | 0 | 0 | X | 35.00 |
| KAREN S RIEGER | |||||||
| PRESIDENT ELECT | 0.00 | X | 0 | 0 | 0 | X | |
| TODD LECHTENBERGER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DAVID MADIGAN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JESUS MEDINA MD | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| TIM PAYNE | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| SHARON ROBINSON | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DOLORES WOODRUFF | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 107354 | AllOtherContributions |
| Total Contributions | 107354 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 211064 | TotalRevenueColumn |
| Related Or Exempt Function Income | 211064 | RelatedOrExemptFunctionIncome |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104656 | TotalRevenueColumn |
| Exclusion | $104,656 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 12707654 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 12064356 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 643298 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 643298 | TotalRevenueColumn |
| Related Or Exempt Function Income | 643298 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FUND MANAGEMENT FEES | 900099 | 101931 | 101931 |
| OTHER | 900099 | 36708 | 36708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 138639 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1205011 | TotalRevenueColumn |
| Related Or Exempt Function Income | 993001 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $104,656 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138797 | Total |
| Program Services | 138797 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69528 | Total |
| Management And General | 69528 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43425 | Total |
| Management And General | 43425 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29757 | Total |
| Management And General | 29757 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22211 | Total |
| Management And General | 22211 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9787 | Total |
| Management And General | 9787 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3836 | Total |
| Management And General | 3836 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROVISION FOR ANNUITIES | 119957 | 119957 | |
| CATHOLIC SCHOOL ENDOWME | 85525 | 85525 | |
| INVESTMENT POOL EXPENSE | 25148 | 25148 | |
| OTHER EXPENSE | 22767 | 22767 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570738 | Total |
| Program Services | 344279 | ProgramServices |
| Management And General | 226459 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179749 | BOY |
| EOY | 275684 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40123 | BOY |
| EOY | 35717 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184697 | BOY |
| EOY | 205448 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47614746 | BOY |
| EOY | 53963427 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48019315 | BOY |
| EOY | 54480276 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138099 | BOY |
| EOY | 194287 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39135166 | BOY |
| EOY | 44018016 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1621552 | BOY |
| EOY | 1638084 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40894817 | BOY |
| EOY | 45850387 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5417846 | BOY |
| EOY | 6048432 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1288762 | BOY |
| EOY | 1597328 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 417890 | BOY |
| EOY | 984129 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7124498 | BOY |
| EOY | 8629889 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48019315 | BOY |
| EOY | 54480276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 634273 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 271982 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 599136 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56902 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 183780 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 162166 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 535126 | CurrentTaxYearMinus1Year |
| Current Tax Year | 107354 | CurrentTaxYear |
| Total | 1045328 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56902 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 183780 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 162166 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 535126 | CurrentTaxYearMinus1Year |
| Current Tax Year | 107354 | CurrentTaxYear |
| Total | 1045328 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 287936 | AmountsSubstContributorsTotal |
| Public Support Total170 | 757392 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31135 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 295588 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 470211 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 772978 | CurrentTaxYearMinus1Year |
| Current Tax Year | 959018 | CurrentTaxYear |
| Total | 2528930 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 73950 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 94788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -581 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -297365 | CurrentTaxYearMinus1Year |
| Current Tax Year | 138639 | CurrentTaxYear |
| Total | 9431 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3583689 | TotalSupport |
| Public Support Pertcentage170 | 0.21130 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.25550 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | THE CATHOLIC FOUNDATION OF OKLAHOMA, INC. FAILS TO MEET THE PUBLIC SUPPORT TEST FOR THE YEAR ENDED JUNE 30, 2013. HOWEVER, BASED ON THE FOLLOWING FACTS AND CIRCUMSTANCES, THE ORGANIZATION SHOULD CONTINUE TO BE RECOGNIZED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(1).TEN-PERCENT OF SUPPORT:THE TOTAL AMOUNT OF PUBLIC SUPPORT FOR THE ORGANIZATION DURING THE ABOVE MENTIONED PERIOD IS 18.61%. THEREFORE, THE TOTAL PUBLIC SUPPORT IS GREATER THAN THE REQUIRED 10%.ATTRACTION OF PUBLIC SUPPORT:THE ORGANIZATION DOES NOT RECEIVE MORE THAN 33 1/3% OF ITS SUPPORT FROM GOVERNMENT UNITS OR FROM CONTRIBUTIONS FROM THE GENERAL PUBLIC DUE TO THE FACT THAT IN YEARS PRIOR TO THE JUNE 30, 2012 FISCAL YEAR THE ORGANIZATION DID NOT ACTIVELY SEEK OUT CONTRIBUTIONS. HOWEVER, BEGINNING WITH THE JUNE 30, 2012 FISCAL YEAR, THE ORGANIZATION CHANGED ITS PUBLIC CHARITY STATUS AND WAS NOTIFIED THAT THEY MUST BEGIN TO ACTIVELY SEEK DONATIONS. THE ORGANIZATION HAS A GOLF TOURNAMENT ANNUALLY THAT IS SUPPORTED BY THE GENERAL PUBLIC. THE ANNUAL GOLF TOURNAMENT WAS SCHEDULED FOR THE JUNE 30, 2013 FISCAL YEAR, HOWEVER DUE TO THE MAY 2013 TORNADO THAT AFFECTED THE AREA, THE TOURNAMENT WAS POSTPONED UNTIL THE JUNE 30, 2014 FISCAL YEAR.SOURCES OF SUPPORT:THE CATHOLIC FOUNDATION OF OKLAHOMA, INC. DOES NOT RECEIVE SUPPORT FROM A SINGLE FAMILY; RATHER IT RECEIVES SUPPORT FROM MEMBERS OF THE GENERAL PUBLIC. THE ORGANIZATION RECEIVED A PORTION OF ITS SUPPORT FROM INDIVIDUALS AND BUSINESS IN THE COMMUNITY.REPRESENTATIVE GOVERNING BODY:THE CATHOLIC FOUNDATION OF OKLAHOMA, INC. IS SERVED BY A GOVERNING BODY THAT REPRESENTS THE INTEREST OF THE PUBLIC; IT DOES NOT REPRESENT THE INTERESTS OF THE DONORS OF THE CATHOLIC FOUNDATION OF OKLAHOMA, INC. THESE REPRESENTATIVES ENSURE THAT THE ORGANIZATION MEETS THE NEEDS OF THE ROMAN CATHOLIC CHURCH IN CENTRAL AND WESTERN OKLAHOMA BY SUPPORTING ADVANCEMENT IN CATHOLIC SCHOOLS THROUGH SCHOLARSHIPS, GRANTS AND CONTRIBUTIONS.BASED ON THE ABOVE FACTS AND CIRCUMSTANCES, THE CATHOLIC FOUNDATION OF OKLAHOMA, INC. SHOULD CONTINUE TO BE CONSIDERED AS PUBLICLY SUPPORTED UNDER INTERNAL REVENUE CODE SECTION 509(A)(1). | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 2 | NumberDAFsHeld |
| Donor Advised Contributions | 10622 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 17236 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 707996 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 39135166 | BeginningBalance |
| Additions During Year | 6233217 | AdditionsDuringYear |
| Distributions During Year | 1350367 | DistributionsDuringYear |
| Ending Balance | 44018016 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1290158 | BeginningOfYearBalance |
| Contributions | 19075 | Contributions |
| Investment Earnings Or Losses | 160349 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 33151 | GrantsOrScholarships |
| End Of Year Balance | 1436431 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 946000 | BeginningOfYearBalance |
| Contributions | 350076 | Contributions |
| Investment Earnings Or Losses | 23606 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 29524 | GrantsOrScholarships |
| End Of Year Balance | 1290158 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 593364 | BeginningOfYearBalance |
| Contributions | 249559 | Contributions |
| Investment Earnings Or Losses | 121591 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 18514 | GrantsOrScholarships |
| End Of Year Balance | 946000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 551300 | BeginningOfYearBalance |
| Contributions | 2070 | Contributions |
| Investment Earnings Or Losses | 40794 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 800 | GrantsOrScholarships |
| End Of Year Balance | 593364 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 686584 | BeginningOfYearBalance |
| Contributions | 4300 | Contributions |
| Investment Earnings Or Losses | -95782 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 43802 | GrantsOrScholarships |
| End Of Year Balance | 551300 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.20500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.68500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| OTHER SECURITIES | 44124456 | F |
| OTHER INVESTMENTS | 8401399 | F |
| RESTRICTED INVESTMENTS | 1437572 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 53963427 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITIES PAYABLE | Description |
| Amount | $1,638,084 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1638084 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1476993 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 271982 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 271982 | RevenueNotRptdF990 |
| Revenue Subtotal | 1205011 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1205011 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 570738 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 570738 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 570738 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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: | THE TARGET ANNUAL DISTRIBUTION FROM THE ENDOWMENT FUNDS FOR SCHOLARSHIPS AND GRANTS IS AN AMOUNT BASED ON 3% OF THE AVERAGE MARKET VALUE OF THE FUND. THESE AND OTHER EXPENSES FROM THE FUND ARE BASED ON A BUDGET PREPARED AT THE BEGINNING OF THE FISCAL YEAR AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE FOUNDATION WAS ORGANIZED AS AN OKLAHOMA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND (3), RESPECTIVELY. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. THE FOUNDATION HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE FOUNDATION BELIEVES THAT IS 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. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| COLLEGE SCHOLARSHIPS | 78 | 67500 |
| GRANTS TO CHURCHES & NON-PROFITS | 108 | 71297 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE ARCHBISHOP HAS THE ABILITY TO MAKE RECOMMENDATIONS TO THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ARCHBISHOP HAS THE ULTIMATE AUTHORITY OVER ALL DECISIONS MADE BY THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 ESCLATED 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 15 | THIS COMPENSATION IS DETERMINED BY THE ARCHBISHOP OF THE ARCHDIOCESE OF OKLAHOMA CITY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS MADE AVAILABLE UPON REQUEST | |
| SCHEDULE A, PART II AND SCHEDULE D, PART V | DURING THE YEAR ENDED JUNE 30, 2013, THE FOUNDATION DETERMINED THAT FOUR ENDOWMENT ACCOUNTS HAD BEEN INCORRECTLY PRESENTED IN PRIOR YEARS AS FUNDS HELD FOR OTHERS. THE AMOUNTS ON SCHEDULE A, PART II AND SCHEDULE D, PART V HAVE BEEN ADJUSTED TO THE AUDITED AMOUNTS AS OF JUNE 30, 2013. | PRIOR PERIOD ADJUSTMENT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHDIOCESE OF OKLAHOMA CITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 NW EXPRESSWAY | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730632924 | EIN |
| Primary Activities | NON-PROFIT ORGANIZATON THAT SERVES THE ROMAN CATHOLIC FAITH IN OKLAHOMA | PrimaryActivities |
| Legal Domicile State | OK | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(I) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARCHBISHOP OF THE ARCHDIOCESE OF OKLAHOMA CITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARCHDIOCESE OF OKLAHOMA CITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionType |
| Amount Involved | 142710 | AmountInvolved |
| Method Of Amt Determination | ACTUAL EXPENSE | MethodOfAmtDetermination |
Comments