CATHOLIC FOUNDATION OF OKLAHOMA INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC FOUNDATION OF OKLAHOMA INC (EIN 73-0773715)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201120479349300222
- Schema version
- 2009v1.7
- 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 | 2011-02-15T15:26:39-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-07-01 | 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 | 2011-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kelley Grace | Name |
| Phone | 4052922900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 1409307 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| 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 | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 56902 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 183780 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -90124 | InvestmentIncomePriorYear |
| Investment Income Current Year | 213547 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 195209 | OtherRevenuePriorYear |
| Other Revenue Current Year | 176829 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 161987 | TotalRevenuePriorYear |
| Total Revenue Current Year | 574156 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 154597 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 124942 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 107377 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 80677 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 312337 | OtherExpensePriorYear |
| Other Expenses Current Year | 304720 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 574311 | TotalExpensesPriorYear |
| Total Expenses Current Year | 510339 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -412324 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 63817 | RevenuesLessExpensesCY |
| Total Assets BOY | 29747240 | TotalAssetsBOY |
| Total Assets EOY | 35702957 | TotalAssetsEOY |
| Total Liabilities BOY | 24026195 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29686364 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5721045 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6016593 | 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 | 94976 | 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 | 167170 | Expense |
| 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 |
| 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 |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 62887 | Expense |
| 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 CATHOLIC SCHOOLS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 62887 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 326033 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 1 | 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 | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | 0 | ConflictOfInterestPolicy |
| 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 |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Rev Rex Arnold | |||||||
| Board member | 0.00 | X | 0 | 0 | 0 | ||
| John Baransy | |||||||
| Board member | 0.00 | X | 0 | 0 | 0 | ||
| John L Pete Dimond | |||||||
| 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 | ||
| Thomas W Linville | |||||||
| Board member | 0.00 | X | 0 | 0 | 0 | ||
| Charles Lawrence | |||||||
| Board member | 0.00 | X | 0 | 0 | 0 | ||
| Susan Moran Crowder | |||||||
| Board member | 0.00 | X | 0 | 0 | 0 | ||
| Jacqueline Jill K Nis | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Dr Joseph B Otto | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Doug Oliver | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Karen Rieger | |||||||
| 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 | ||
| Tony Tyler | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Ralph Fredrickson | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Ray Haefele | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Judge Stephen Bonner | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Deborah Moon | |||||||
| Board Member | 0.00 | X | 0 | 0 | 0 | ||
| Archbishop Beltran | |||||||
| Chairman of Board | 5.00 | 0 | 0 | 0 | X | ||
| Ben Byers | |||||||
| President | 0.00 | 0 | 0 | 0 | X | ||
| Thomas Avant | |||||||
| President Elect | 0.00 | 0 | 0 | 0 | X | ||
| David Johnson | |||||||
| Secretary/Treasurer | 5.00 | 0 | 0 | 0 | X | ||
| Mary McAnulty | |||||||
| Vice-President | 0.00 | 0 | 0 | 0 | X | ||
| Bernard Semtner | |||||||
| Executive Director | 40.00 | 0 | 30700 | 0 | X | ||
| 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 |
| Fundraising Events | 67606 | FundraisingEvents |
| All Other Contributions | 116174 | AllOtherContributions |
| Total Contributions | 183780 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 139083 | TotalRevenueColumn |
| Related Or Exempt Function Income | 139083 | RelatedOrExemptFunctionIncome |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 82041 | TotalRevenueColumn |
| Exclusion | $82,041 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 876011 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 801547 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 74464 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 74464 | TotalRevenueColumn |
| Related Or Exempt Function Income | 74464 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 28884 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 67606 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 33604 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4720 | TotalRevenueColumn |
| Exclusion | -$4,720 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| FUND MANAGEMENT FEES | 900099 | 80153 | 80153 | |
| OTHER | 900099 | 19355 | $19,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 99508 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 574156 | TotalRevenueColumn |
| Related Or Exempt Function Income | 293700 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $96,676 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124942 | Total |
| Program Services | 124942 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30700 | Total |
| Management And General | 30700 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40902 | Total |
| Management And General | 40902 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9075 | Total |
| Management And General | 9075 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18295 | Total |
| Management And General | 18295 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6210 | Total |
| Management And General | 6210 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROVISION FOR ANNUITIES | 94976 | 94976 | |
| CATHOLIC SCHOOL ENDOWME | 62887 | 62887 | |
| PROGRAM SERVICES EXPENS | 43228 | 43228 | |
| OTHER EXPENSE | 37071 | 37071 | |
| INVESTMENT POOL EXPENSE | 31195 | 31195 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10858 | Total |
| Management And General | 10858 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 510339 | Total |
| Program Services | 326033 | ProgramServices |
| Management And General | 184306 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324131 | BOY |
| EOY | 200421 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18447 | BOY |
| EOY | 23064 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128141 | BOY |
| EOY | 145955 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29276521 | BOY |
| EOY | 35333517 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29747240 | BOY |
| EOY | 35702957 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91503 | BOY |
| EOY | 101588 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23934692 | BOY |
| EOY | 29584776 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24026195 | BOY |
| EOY | 29686364 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4443647 | BOY |
| EOY | 4605003 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 859758 | BOY |
| EOY | 993950 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 417640 | BOY |
| EOY | 417640 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5721045 | BOY |
| EOY | 6016593 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29747240 | BOY |
| EOY | 35702957 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church170b1 Ai | X | Church170b1Ai |
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
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 | 0.30000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.70000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | 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 | 28173894 | F |
| OTHER INVESTMENTS | 6566259 | F |
| RESTRICTED INVESTMENTS | 593364 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 35333517 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $1,417,172 |
| FUNDS HELD FOR OTHERS | $28,167,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 29584776 | TotalOfAmounts |
| Total Revenue | 574156 | TotalRevenue |
| Total Expenses | 510339 | TotalExpenses |
| Excess Or Deficit For Year | 63817 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 231731 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 231731 | TotalAdjustments |
| Excess Or Deficit Per FS | 295548 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 839491 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 231731 | NetUnrealizedGainsInvestments |
| Other Revenues | 33604 | OtherRevenues |
| Revenue Not Rptd F990 | 265335 | RevenueNotRptdF990 |
| Revenue Subtotal | 574156 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 574156 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 543943 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 33604 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 33604 | ExpensesNotRptdF990 |
| Expenses Subtotal | 510339 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 510339 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The Foundation adopted the provisions of FASB Accounting Standards Codification Topic ASC 740-10 (previously Financial Interpretation No. 48, Accounting for Uncertainy in Income Taxes) on July 1, 2009. The implementation had no impact on the financial statements. As of the date of adoption and June 30, 2010, the unrecognized tax benefit accrual was zero. The Foundation will recognize any future accrued interest and penalties related to unrecognized tax benefits, if incurred. The Foundation is no longer subject to tax examinations for the years before 2007. |
| Part XII, Line 2d - Other Adjustments: | SPECIAL EVENTS EXPENSE | |
| Part XIII, Line 2d - Other Adjustments: | SPECIAL EVENTS EXPENSES |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 96490 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 67606 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 28884 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 33604 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 96490 | GrossReceiptsTotal |
| Charitable Contributions Total | 67606 | CharitableContributionsTotal |
| Gross Revenue Total Events | 28884 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 33604 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33604 | DirectExpenseSummaryEvents |
| Net Income Summary | -4720 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 MADE AVAILABLE UPON REQUEST |
| 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 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) |
|---|---|---|
| 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 |
| 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 | N | TransactionType |
| Amount Involved | 80677 | AmountInvolved |
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