2013-04-09T18:14:25-05:00 2012-06-30 731078673 PETERS & CHANDLER PC 2601 NW EXPRESSWAY 600 EAST OKLA CITY OK 73112 990 2011-07-01 730636561 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC CATH 4055233000 1501 N CLASSEN BLVD OKLAHOMA CITY OK 73106 PATRICK RAGLOW 4055233000 2013-03-30 1 PHILLIP D BROCKHAUS P00336459 4058439371 2011 2016-02-25 16:41:14Z PATRICK RAGLOW 1501 N CLASSEN BLVD OKLAHOMA CITY OK 73106 4629552 0 0928 X HTTP://WWW.CATHOLICCHARITIESOK.ORG X 1912 OK THE MISSION OF CATHOLIC CHARITIES IS TO PROVIDE HELP AND HOPE TO ALL THROUGH THE CATHOLIC TRADITION OF SERVICE. FOR OVER 100 YEARS, SOCIAL SERCVICES HAVE BEEN PROVIDED REGARDLESS OF RACE, CREED, COLOR OR NATIONAL ORIGIN. 17 17 72 167 0 0 3529364 3803021 159231 111974 92742 341097 280763 321278 4062100 4577370 637547 665111 0 0 2326346 2335492 0 0 40765 961977 921581 3925870 3922184 136230 655186 10789394 11269562 1287434 1304151 9501960 9965411 X CATHOLIC CHARITIES HAS PROVIDED SOCIAL SERVCIES TO PERSONS OF ALL FAITHS, RELIGIONS, RACES, CREEDS AND COLORS FOR OVER 100 YEARS. OUR MISSION IS TO PROVIDE HELP AND HOPE TO ALL THROUGH THE CATHOLIC TRADITION OF SERVICE AND IS ACCOMPLISHED BY PROVIDING SOCIAL SERVICES WITHIN THE WESTERN 2/3 OF OKLAHOMA. 0 0 743797 107633 FAMILY SUPPORT SERVICES, FAMILY HOPE PROGRAM - STRENGTH BASED CASE MANAGEMENT SERVICE THAT BUILDS PARATNERSHIPS FOR FAMILIES IN CRISIS TO ELIMINATE BARRIERS TO SUCCESS AND SELF SUFFICIENCY. INCLUDES FANANCIAL ASSISTANCE AS NEEDED FOR THOSE ENROLLED IN THE PROGRAM AND ACTIVELY WORKING TOWARDS THEIR GOALS. EMERGENCY ASSISTANCE FOR RENT AND UTILITIES IS ALSO PROVIDED. THE GOAL OF THESE TWO PROGRAMS IS HOMELESSNESS PREVENTION.CATHOLIC CHARITIES OPERATES 14 UNITS OF TRANSITIONAL HOUSING FOR THE HOMELESS. 300132 41003 FAMILY COUNSELING SERVICES "ST. JOSEPH COUNSELING PROGRAM" - PROVIDES PROFESSIONAL COUNSELING AND RELATED SERVICES ON AN OUTPATIENT BASIS TO PEOPLE WHO ARE EXPERIENCING EMOTIONAL STRESS. SERVICES PROVIDED INCLUDE INDIVIDUAL, FAMILY, GROUP AND MARRIAGE COUNSELING, SCHOOL-BASED COUNSELING AND OTHER ACTIVITIES PROMOTING MENTAL HEALTH WELLNESS. 975582 143511 REFUGEE RESETTLEMENT - PROVIDES SOCIAL SERVICES TO REFUGEES TO ASSIST THEM IN NAVIGATING GOVERNMENTAL AND SOCIAL SERVICE AGENCIES. FOR PRE AND POST ARRIVAL SERVICES, THE AGENCY SECURES AND TRAINS PARISH AND COMMUNITY SPONSORS TO PROVIDE SERVICES SUCH AS SHELTER, CLOTHING, JOB TRAINING, EMPLOYMENT, ETC. 340879 46128 PARISH OUTREACH & PROGRAM DEVELOPMENT - PROVIDES EDUCATION AND OUTREACH WITHIN THE ARCHIDOCESE, INCLUDING TECHNICAL ASSISTANCE TO PARISHES WANTING TO START SOCIAL MINISTRY PROGRAMS AND ADVOCACY PROJECTS. THE DEPARTMENT ALSO ADMINISTERS THE FAITH COMMUNITY NURSING PROGRAM THAT SERVES AS A HEALTH RESOURCE TO PARISHES AND INDIVDUALS. 412980 61505 IMMIGRATION LEGAL SERVICES - PROVIDES SERVICES: FAMILY REUNIFICATION - I130 PETITIONS; RELIGIOUS AND POLITICAL ASYLUM VISAS; LEGAL STATUS FOR BATTERED SPOUSES; ADJUSTMENT OF STATUS; AND, TEMPORARY PROTECTED STATUS. THESE LEGAL SERVICES ARE PROVIDED TO CLIENTS, CHURCHES, AND BUSINESS OWNER FOR MINIMAL OR NO COST. CATHOLIC CHARITIES IS THE ONLY NON PROFIT PROVIDER OF FREE OR REDUCED IMMIGRATION LEGAL SERVICES PROVIDED BY ATTORNEYS IN THE STATE OF OKLAHOMA. 658104 92257 HOMELESS SERVICES - PROVIDING SERVICES TO HOMELESS WOMEN AND CHILDREN - SACTUARY WOMEN'S DEVELOPMENT CENTER (A DAY CENTER) AND HOLY FAMILY HOME (A LODGING PROVIDING HOUSING). THESE PROGRAMS PROVIDE CASE MANAGEMENT, FINANCIAL ASSISTANCE, AND SKILLS DEVELOPMENT TO ASSIST WOMEN IN OBTAINING STABLE HOUSING. PROGRAM GOALS INLCUDE CONTINUED CASE MANAGEMENT TO PREVENT RECURRENCE OF HOMELESSNESS. THE "MATERNITY HOME" PROVIDES SAFE AND COMFORTABLE RESIDENTIAL AND CASE MANAGEMENT SERVICES TO HOMELESS WOMEN AND THEIR CHILDREN DURING THE TRANSITION FROM HOMELESS TO STABLE HOUSING. 139591 20502 ADOPTION & PREGNANCY - PROVIDES INFANT ADOTPIONS AND COUNSELING TO BIRTH PARENTS IN THE PROCESS OF PLACING AND ADOPTION PREPARATION FOR ADOPTIVE PARENTS. ALSO, CASE MANAGEMENT IS PROVIDED TO WOMEN IN CRISIS PREGNANCY. POST-ADOPTION SERVICES INCLUDE COUNSELING AND SEARCH. CATHOLIC CHARITIES IS A LICENSED AS A CHILD PLACEMENT AGENCY THROUGH THE DEPARTMENT OF HUMAN SERVICES. SOCIAL ACTION - PROVIDES ADVOCACY TO STATE LEADERS ON POLICIES THAT AFFECT THE AT-RISK POPULATION IN OKLAHOMA THROUGH EDUCATION ON CATHOLIC SOCIAL TEACHING. 1551554 220392 3571065 1 1 0 1 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 11 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 1 0 X 17 17 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OK X X THE ORGANIZATION 4055233000 1501 N CLASSEN BLVD OKLAHOMA CITY OK 73106 MRS MOLLY HEBERT BERNARD 2.00 X 0 0 0 MR HANS BUTZER 2.00 X 0 0 0 MR RANDALL CALVERT 2.00 X 0 0 0 MRS RHONDA CARRETERO 2.00 X 0 0 0 MR ABEL CASTILLO 2.00 X 0 0 0 DEACON ANTHONY CRISPO 2.00 X 0 0 0 DR JAMES D DIXSON 2.00 X 0 0 0 MR JAMES EVEREST 2.00 X 0 0 0 MRS SHELLIE GREINER 2.00 X 0 0 0 MRS JUDY LOVE 2.00 X 0 0 0 REV BILL PRUETT 2.00 X 0 0 0 REV RAUL REYES 2.00 X 0 0 0 MR MARK RUFFIN 2.00 X 0 0 0 MOST REV PAUL S COAKLEY 4.50 X 0 0 0 MR CHARLES E WADE 4.50 X 0 0 0 MRS MARIA MENDEZ WALLACE 4.50 X 0 0 0 MR MICHAEL MILLIGAN 4.50 X 0 0 0 TIMOTHY O'CONNOR 40.00 X 84716 0 0 84716 0 0 0 0 0 0 0 364385 3438636 7816 3803021 PROGRAM SERVICE FEES 624100 111974 111974 111974 341097 341097 3156 3156 42051 0 42051 42051 42051 313992 52182 261810 261810 OTHER INCOME 624100 14261 14261 14261 4577370 512539 0 261810 665111 665111 84716 84716 1706768 1625216 64056 17496 401231 378706 19102 3423 142777 135652 5273 1852 162523 117816 44707 16374 16374 35845 29477 6368 25330 6706 3832 14792 339703 305298 34405 37818 27513 9811 494 83315 49383 31975 1957 103540 51789 51666 85 TELEPHONE 38184 32461 5723 SUPPLIES 31549 19739 11242 568 MISCELLANEOUS 30132 16377 13657 98 POSTAGE & SHIPPING 13214 8731 4483 4054 4054 3922184 3571065 310354 40765 2864201 3115381 519454 701573 167058 155198 2045884 2003142 116000 98196 32724 41039 3075799 1811003 1312120 1264796 1116361 1118372 2615592 2771865 10789394 11269562 226840 264589 1050594 1029562 10000 10000 1287434 1304151 X 8382321 8634747 850176 1063241 269463 267423 9501960 9965411 10789394 11269562 X 655186 -191735 X X 0 1 1 X 0 X 3898134 3657634 3981915 3529364 3803021 18870068 3898134 3657634 3981915 3529364 3803021 18870068 18870068 145985 104421 167452 138736 386304 942898 176033 254546 251052 240005 328253 1249889 21062855 649843 0.89590 0.90560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 0 0 1 1 0 0 0 2615288 124508 84857 53092 2771561 2210409 2400 450929 48450 2615288 1948751 113190 195960 47492 2210409 2040250 263657 -297125 58031 1948751 0.90000 0.10000 0 0 104602 104602 2393264 1336187 1057077 577933 474816 103117 1264796 POOLED INVESTMENT 1054899 F BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 63473 F 1118372 ENDOWED FUNDS 2771561 OTHER 304 2771865 ADVANCE FROM U.S. CONFERENCE OF CATHOLIC BISHOPS 10000 10000 4577370 3922184 655186 -191735 -191735 463451 4205033 -191735 35808 -155927 4360960 216410 216410 4577370 3957992 0 3957992 -35808 -35808 3922184 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE FUNDING FOR PROGRAMS AND PROVIDE ADEQUATE RETURNS FOR INVESTED FUNDS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2D - OTHER ADJUSTMENTS: BANK INVESTMENT FEES NETTED WITH REVENUE -16,374. DIRECT FUNDRAISING EXPENSES NETTED WITH REVENUE 52,182. PART XII, LINE 4B - OTHER ADJUSTMENTS: USE OF RESTRICTED NET ASSETS 216,410. PART XIII, LINE 4B - OTHER ADJUSTMENTS: BANK INVESTMENT FEES NETTED WITH REVENUE ON FINANCIALS 16,374. DIRECT FUNDRAISING EXPENSES NETTED WITH REVENUE -52,182. GREEN TIE GALA 293242 293242 52182 MEMORIAL GIFTS 16915 16915 2 3835 3835 313992 313992 52182 52182 261810 1 SUPPORT OF OTHER ORGANIZATIONS 18 6970 COST DEVELOPMENT GRANTS 17 12575 COST CLIENT ASSISTANCE 658 96942 COST EMERGENCY & MEDICAL ASSISTANCE 900 179480 COST INASMUCH CLIENT ASSISTANCE 677 102316 COST DISASTER RELIEF 150 55989 REIMBURSED & OTHER ASSISTANCE 179 210839 COST TRINITY PLACE LOW INCOME HOUSING LOW INCOME HOUSING CONSTRUCTION X 1474000 2003142 0 1 1 TRINITY PLACE LOW INCOME HOUSING LOW INCOME HOUSING CONSTRUCTION X 831560 800000 0 1 1 CASA MARIA HOUSING PROJECT REFURBISHMENT OF A PROPERTY IN 613 NW 30TH STREET X 321387 229562 0 1 1 3032704 TRINITY PLACE LOW INCOME HOUSING TRINITY IS OWNED BY SUBSIDIARY 3825 NW 19TH, INC. LOANS TO AND FROM 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -191,735. 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. VILLA ISENBART INC 398060 W 2200 RD BARTLESVILLE OK 74006 731438479 DEVELOPS & OPERATES 40 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 TRINITY PLACE LOW INCOME HOUSING 3825 NW 19TH STREET OKLAHOMA CITY OK 73107 AFFORDABLE TAX CREDIT HOUSING DEVELOPMENT FOR THE ELDERLY OK N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0