CATHOLIC FOUNDATION OF OKLAHOMA INC: Form 990, tax year 2024
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- Organization
- CATHOLIC FOUNDATION OF OKLAHOMA INC (EIN 73-0773715)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202611359349311526
- Schema version
- 2024v5.5
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T14:50:32-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 Burt St Ste 200 | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730773715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Foundation of Oklahoma Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 4057215651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 32180 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rebecca David | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 4057214115 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wendy R Cooley CPA | PreparerPersonNm |
| PTIN | P01523804 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rebecca David | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 32180 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,339,686 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFOOK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | Steward of charitable funds that provide resources to parishes and other ministries. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $419,191 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $359,966 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,870,299 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,262,141 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $885,118 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $940,607 | CYProgramServiceRevenueAmt |
| PY Investment Income | $699,839 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,243,300 | CYInvestmentIncomeAmt |
| PY Other Revenue | $493,941 | PYOtherRevenueAmt |
| CY Other Revenue | $499,481 | CYOtherRevenueAmt |
| PY Total Revenue | $5,949,197 | PYTotalRevenueAmt |
| CY Total Revenue | $9,945,529 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,288,656 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,886,389 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $536,647 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $549,856 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $207,243 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,097,615 | PYOtherExpensesAmt |
| CY Other Expenses | $792,380 | CYOtherExpensesAmt |
| PY Total Expenses | $3,922,918 | PYTotalExpensesAmt |
| CY Total Expenses | $5,228,625 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,026,279 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,716,904 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $85,219,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,110,614 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,384,987 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,621,353 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,834,108 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,489,261 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To inspire generosity leading to endowments and charitable funds supporting parishes, schools, and other ministries of the Catholic Church in central and western Oklahoma. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $340,388 | ExpenseAmt |
| Revenue | $940,607 | RevenueAmt |
| Desc | The Catholic Foundation was incorporated as a nonprofit entity whose mission is to procure and build endowment funds to support the ministries and entities of the Archdiocese of Oklahoma City. With the spiritual leadership and guidance of the Archbishop of Oklahoma City, the Foundation is managed by a Board of Directors, consisting of priests, deacons and professional lay men and women representing the various geographic areas of the Archdiocese of Oklahoma City. Program service statement continued on Schedule O.Endowment and Charitable Fund Stewardship:The Catholic Foundation of Oklahoma establishes and administers endowed funds and other charitable funds to provide long-term financial support for Catholic parishes, schools, ministries, and programs serving the Archdiocese of Oklahoma City. The Foundation works with donors to create funds that reflect their philanthropic intentions while ensuring professional investment management and responsible stewardship consistent with Catholic values and donor intent. Annual distributions from these funds provide sustainable financial support to Catholic ministries and programs across the archdiocese.During the year, the Foundation administered charitable and endowment funds providing annual distributions to support Catholic ministries, parishes, schools, and charitable programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,798,186 | ExpenseAmt |
| Grant | $3,798,186 | GrantAmt |
| Desc | Grant Programs Supporting Parishes, Schools, and Ministries:The Foundation administers competitive and donor-directed grant programs that provide financial support to parishes, Catholic schools, and ministries serving the Archdiocese of Oklahoma City. Grant funding supports a wide range of initiatives including parish ministry development, evangelization, Catholic education, faith formation, youth programs, and other pastoral and outreach activities that strengthen the mission of the Church. During the year, the Foundation awarded grants totaling $3,798,186 to parishes, schools, and ministries throughout the Archdiocese of Oklahoma City. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $88,203 | ExpenseAmt |
| Grant | $88,203 | GrantAmt |
| Desc | Scholarship Programs:The Foundation administers donor-established scholarship funds that provide financial assistance to students pursuing higher education. These scholarships are awarded in accordance with donor-established criteria, which may include academic achievement, financial need, leadership, and commitment to Catholic values. Scholarship programs help support the educational advancement and formation of students from the Archdiocese of Oklahoma City.During the year, the Foundation awarded approximately 37 scholarships totaling $88,203 to students attending colleges and universities. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Donor-Advised and Charitable Giving Funds:The Foundation administers donor-advised funds and other charitable giving accounts that allow donors to recommend grants to Catholic ministries and other qualified charitable organizations. The Foundation provides administrative oversight, investment stewardship, and grant distribution services to ensure that charitable contributions are managed responsibly and distributed in accordance with donor intent and applicable charitable regulations. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,226,777 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian McQuade | PersonNm |
| Phone | 4057215651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 32180 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73123 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Peter L de Keratry | |||||||
| Executive Director (Until 10/2024) | 18.80 | 18.80 | Yes (X) | $0 | $203,852 | $25,169 | |
| Brian McQuade | |||||||
| Secretary/Treasurer | 15.00 | 22.50 | Yes (X) | $0 | $88,520 | $18,003 | Yes (X) |
| Rebecca David | |||||||
| Interim Executive Director | 37.50 | 0.00 | Yes (X) | $80,199 | $0 | $19,620 | |
| Most Reverend Paul Coakley | |||||||
| Chairman | 10.00 | 27.50 | Yes (X) | $0 | $43,722 | $23,700 | Yes (X) |
| Steve Winkler | |||||||
| President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Whitney Hufnagel | |||||||
| Past President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Charles Duginski | |||||||
| Vice President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kirk Broussard | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Deacon Dean Cumby | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Reverend Aaron Foshee | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Gary Gatewood | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Scott Hoffman | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| John Kelln | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Thy Nguyen | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sabrina Olay | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Joe Ray | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Marianne Rooney | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Vincent Trotta | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $80,199 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $336,094 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $86,492 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $461,683 | FundraisingAmt |
| Related Organizations | $849,216 | RelatedOrganizationsAmt |
| All Other Contributions | $5,951,242 | AllOtherContributionsAmt |
| Noncash Contributions | $3,951,858 | NoncashContributionsAmt |
| Total Contributions | $7,262,141 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fund Management Fees | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $755,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $755,036 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,571 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $185,571 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $940,607 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $942,758 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $419,191 | UnrelatedBusinessRevenueAmt |
| Exclusion | $523,567 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $524,420 | TotalRevenueColumnAmt |
| Exclusion | $524,420 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,467,440 | SecuritiesAmt |
| Other | $98,188 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,265,086 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $202,354 | SecuritiesAmt |
| Other | $98,188 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $300,542 | TotalRevenueColumnAmt |
| Exclusion | $300,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $104,132 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $461,683 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $129,071 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,939 | TotalRevenueColumnAmt |
| Exclusion | -$24,939 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,945,529 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $940,607 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $419,191 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,323,590 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,798,186 | TotalAmt |
| Program Services | $3,798,186 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,203 | TotalAmt |
| Program Services | $88,203 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,692 | TotalAmt |
| Program Services | $18,254 | ProgramServicesAmt |
| Management And General | $97,353 | ManagementAndGeneralAmt |
| Fundraising | $6,085 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,789 | TotalAmt |
| Program Services | $148,209 | ProgramServicesAmt |
| Management And General | $52,745 | ManagementAndGeneralAmt |
| Fundraising | $147,835 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,232 | TotalAmt |
| Program Services | $5,346 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
| Fundraising | $5,386 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,519 | TotalAmt |
| Program Services | $17,564 | ProgramServicesAmt |
| Management And General | $3,001 | ManagementAndGeneralAmt |
| Fundraising | $17,954 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,624 | TotalAmt |
| Program Services | $10,400 | ProgramServicesAmt |
| Management And General | $8,490 | ManagementAndGeneralAmt |
| Fundraising | $9,734 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375 | TotalAmt |
| Management And General | $375 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,228 | TotalAmt |
| Management And General | $41,228 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,742 | TotalAmt |
| Management And General | $463,742 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,817 | TotalAmt |
| Management And General | $28,817 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,900 | TotalAmt |
| Management And General | $5,900 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,367 | TotalAmt |
| Management And General | $22,367 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,096 | TotalAmt |
| Management And General | $25,096 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Management And General | $18,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416 | TotalAmt |
| Management And General | $416 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,009 | TotalAmt |
| Management And General | $14,009 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278 | TotalAmt |
| Management And General | $1,278 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Provision for Annuities | $86,919 | $86,919 | |
| Supported Programs | $53,696 | $53,696 | |
| Seminar and Planned Giv | $20,249 | $20,249 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,288 | TotalAmt |
| Management And General | $10,288 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,228,625 | TotalAmt |
| Program Services | $4,226,777 | ProgramServicesAmt |
| Management And General | $794,605 | ManagementAndGeneralAmt |
| Fundraising | $207,243 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,720,875 | BOYAmt |
| EOY | $790,670 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,446 | BOYAmt |
| EOY | $205,667 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,615 | BOYAmt |
| EOY | $55,275 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,389 | BOYAmt |
| EOY | $37,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,905 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,038 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,229 | BOYAmt |
| EOY | $31,867 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,616,519 | BOYAmt |
| EOY | $82,896,280 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,662,747 | BOYAmt |
| EOY | $8,393,357 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,275 | BOYAmt |
| EOY | $700,095 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,219,095 | BOYAmt |
| EOY | $93,110,614 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,588 | BOYAmt |
| EOY | $90,344 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,750 | BOYAmt |
| EOY | $243,400 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,580,362 | BOYAmt |
| EOY | $47,961,017 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,287 | BOYAmt |
| EOY | $1,326,592 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,384,987 | BOYAmt |
| EOY | $49,621,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,189,881 | BOYAmt |
| EOY | $12,695,467 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,644,227 | BOYAmt |
| EOY | $30,793,794 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,834,108 | BOYAmt |
| EOY | $43,489,261 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,219,095 | BOYAmt |
| EOY | $93,110,614 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,716,904 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,906,577 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $31,672 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $4,471,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,613,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,197,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,870,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,262,141 | CurrentTaxYearAmt |
| Total | $24,415,159 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,471,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,613,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,197,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,870,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,262,141 | CurrentTaxYearAmt |
| Total | $24,415,159 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,417,961 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,997,198 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $467,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $666,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $859,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,256,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,047,987 | CurrentTaxYearAmt |
| Total | $4,297,104 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $203,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $360,966 | CurrentTaxYearAmt |
| Total | $1,149,065 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,861,328 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,164,327 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78160 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 10 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 214 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $526,913 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $415,380 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $820,849 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $4,288,521 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,883,845 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $47,961,017 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,348,286 | BeginningYearBalanceAmt |
| Contributions | $7,208,911 | ContributionsAmt |
| Investment Earnings Or Losses | $2,663,335 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,474,594 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,745,938 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,259,007 | BeginningYearBalanceAmt |
| Contributions | $3,336,069 | ContributionsAmt |
| Investment Earnings Or Losses | $2,776,455 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,023,245 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,348,286 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,303,936 | BeginningYearBalanceAmt |
| Contributions | $3,997,272 | ContributionsAmt |
| Investment Earnings Or Losses | $1,370,062 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $412,263 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,259,007 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,905,181 | BeginningYearBalanceAmt |
| Contributions | $4,256,653 | ContributionsAmt |
| Investment Earnings Or Losses | -$783,889 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,074,009 | GrantsOrScholarshipsAmt |
| End Year Balance | $17,303,936 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,619,855 | BeginningYearBalanceAmt |
| Contributions | $3,728,080 | ContributionsAmt |
| Investment Earnings Or Losses | $3,067,262 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $510,016 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,905,181 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05960 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67360 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26680 | TermEndowmentBalanceEOYPct |
| 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 | $26,167 | InvestmentCostOrOtherBasisAmt |
| Book Value | $26,167 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,738 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,038 | DepreciationAmt |
| Book Value | $5,700 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,867 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Partnerships and Limited Liability Companies | $2,940,485 | F |
| Hedge Funds | $2,736,413 | F |
| Real Estate Partnership | $2,716,459 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,393,357 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $783,697 |
| Distribution Payable | $542,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,326,592 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,399,787 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,906,577 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $11,423 | OtherRevenueAmt |
| Revenue Not Reported | $2,918,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,481,787 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $463,742 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $463,742 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,945,529 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,744,634 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,744,634 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $463,742 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $20,249 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $483,991 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,228,625 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | Endowment Funds operate with a spending policy adopted by the Board and executed with any donor restrictions to provide support for the ministries of the Catholic church in the Archdiocese of Oklahoma City and other donor designated non-profit organizations whose teaching are in alignment with the Catholic church. |
| Part X, Line 2: | The Foundation believes that it 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. |
| Part XI, Line 2d - Other Adjustments: | Change in Cash Value of Life Insurance 33,821. Change in Annuities Valuation -2,149. Seminar Giving Expense -20,249. |
| Part XII, Line 4b - Other Adjustments: | Seminar Giving Expense 20,249. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Investments | $3,178,000 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | Investments | $2,124,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,302,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,302,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part IV | FormAndLineReferenceDesc |
| Explanation | The Foundation reviews its direct and indirect investments during the tax period for determining required foreign filings. The Foundation's ownership interests in foreign corporations do not require a Form 5471 to be filed. The Foundation has transfers to foreign corporations through its investments. The Foundation filed Form 926 due to a partnership investment. The Foundation invests in passive foreign investment companies. The investment partnerships have properly filed Form 8621 or the underlying investments did not generate any unrelated business income. Under these facts, the Foundation is not required to file an additional Form 8621. The Foundation had transfers to foreign partnerships through its investments in partnerships. The Foundation filed Form 8865 due to a partnership investment. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Archbishop's Dinner | Event1Nm |
| Gross Receipts Event1 | $436,415 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $359,958 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $76,457 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $19,670 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $65,888 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $8,855 | OtherDirectExpensesEvent1Amt |
| Event2 | Saint and Scholars | Event2Nm |
| Gross Receipts Event2 | $108,900 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $83,400 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,500 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $315 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $7,024 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $21,283 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,632 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $20,500 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $18,325 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $2,175 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $33 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,371 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $565,815 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $461,683 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $104,132 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $315 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,727 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $91,542 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,487 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $129,071 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,939 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Archdiocese of Oklahoma City | ||||||||
| 7501 Northwest Expressway | Oklahoma City | OK | 73132 | 730632924 | 501(c)(3) | $122,147 | $0 | DAF Grant, Annual Distribution, Respect Life |
| Bishop McGuinness Catholic High School | ||||||||
| 801 NW 50th St | Oklahoma City | OK | 731186001 | 730642613 | 501(c)(3) | $10,683 | $0 | Education grants |
| Blessed Sacrament Parish - Lawton | ||||||||
| PO Box 2546 | Lawton | OK | 73502 | 730654573 | 501(c)(3) | $13,760 | $0 | Annual Distribution |
| Blessed Stanley Rother Shrine - OKC | ||||||||
| 700 SE 89th St | Oklahoma City | OK | 73149 | 843965818 | 501(c)(3) | $46,000 | $0 | Annual Distribution |
| Catholic Charities of the Archdiocese of Oklahoma City | ||||||||
| 1232 N Classen Blvd | Oklahoma City | OK | 731066810 | 730636561 | 501(c)(3) | $8,000 | $0 | DAF Grant |
| Catholic Foundation of Oklahoma | ||||||||
| 7501 NW Expressway | Oklahoma City | OK | 731321551 | 730773715 | 501(c)(3) | $10,500 | $0 | Director's Grant |
| Center of Family Love | ||||||||
| PO Box 245 | Okarche | OK | 73762 | 731130455 | 501(c)(3) | $10,190 | $0 | Annual Distribution |
| Christ the King Catholic School | ||||||||
| 1905 Elmhurst Ave | Oklahoma City | OK | 731204719 | 730717670 | 501(c)(3) | $11,500 | $0 | Education grants |
| Christ the King Parish - OKC | ||||||||
| PO Box 20508 | Oklahoma City | OK | 731560508 | 730717670 | 501(c)(3) | $10,000 | $0 | Parish Life |
| Church of the Good Shepherd-Boise City | ||||||||
| PO BOX 966 | Boise City | OK | 73933 | 730632924 | 501(c)(3) | $10,000 | $0 | Parish Life |
| Cristo Rey High School - OKC | ||||||||
| 4200 Leonhardt Dr | Oklahoma City | OK | 73135 | 475521087 | 501(c)(3) | $12,500 | $0 | Education grants |
| Gospel of Life Disciples | ||||||||
| 4113 S Eastern Ave | Oklahoma City | OK | 731607635 | 471279079 | 501(c)(3) | $33,500 | $0 | DAF Grant |
| Grace Home Ministries | ||||||||
| 540 N MacArthur Avenue | Blanchard | OK | 73010 | 463926685 | 501(c)(3) | $10,000 | $0 | DAF Grant |
| Holy Family Hospital of Bethlehem Foundation | ||||||||
| 2000 P Street NW Suite 310 | Washington | DC | 20036 | 522050117 | 501(c)(3) | $10,000 | $0 | DAF Grant |
| Holy Name of Jesus Parish - Chickasha | ||||||||
| PO Box 748 | Chickasha | OK | 73023 | 730659487 | 501(c)(3) | $14,500 | $0 | Parish Life |
| Impact Center | ||||||||
| 7347 S Nelson St | Littleton | CO | 801273410 | 202115605 | 501(c)(3) | $15,000 | $0 | DAF Grant |
| Little Flower Parish - OKC | ||||||||
| 1125 S Walker Ave | Oklahoma City | OK | 73109 | 731137899 | 501(c)(3) | $7,600 | $0 | Parish Life |
| Mercy Health Foundation | ||||||||
| 13321 N Meridian Ste 206 | Oklahoma City | OK | 73120 | 463184231 | 501(c)(3) | $20,000 | $0 | DAF Grant |
| Mount Saint Mary High School | ||||||||
| 2801 S Shartel Ave | Oklahoma City | OK | 731092238 | 730605969 | 501(c)(3) | $1,136,500 | $0 | DAF Grant |
| Oklahoma Life Foundation | ||||||||
| 8724 NW 116th Stree | Oklahoma City | OK | 73078 | 933904135 | 501(c)(3) | $100,000 | $0 | DAF Grant |
| OU Campus Ministry | ||||||||
| 100 Stinson St | Norman | OK | 73072 | 730715590 | 501(c)(3) | $10,000 | $0 | Parish Life |
| Our Lady of Victory Parish - Purcell | ||||||||
| PO Box 1280 | Purcell | OK | 730801280 | 731137088 | 501(c)(3) | $7,660 | $0 | Annual Distribution |
| Pontifical North American College | ||||||||
| 3211 Fourth Street NE | Washington | DC | 201171194 | 237201921 | 501(c)(3) | $20,000 | $0 | DAF Grant |
| Rosary Catholic School - OKC | ||||||||
| 1919 NW 18th St | Oklahoma City | OK | 731061604 | 730722461 | 501(c)(3) | $164,980 | $0 | Annual Distribution |
| Sacred Heart Catholic School - El Reno | ||||||||
| 210 South Evans Avenue | El Reno | OK | 730363636 | 730632924 | 501(c)(3) | $17,820 | $0 | Education grants |
| Sacred Heart School - OKC | ||||||||
| 2700 S Shartel Avenue | Oklahoma City | OK | 731092234 | 730686284 | 501(c)(3) | $55,350 | $0 | Education grants |
| Saint Ann Parish - Elgin | ||||||||
| PO BOX 10 | Elgin | OK | 73538 | 251913157 | 501(c)(3) | $10,000 | $0 | Parish Life |
| Saint Anthony of Padua Parish - Okeene | ||||||||
| PO Box 767 | Okeene | OK | 73763 | 730757721 | 501(c)(3) | $64,645 | $0 | Parish Life |
| Saint Catherine of Siena Parish - Pauls Valley | ||||||||
| 205 West Bert Street | Pauls Valley | OK | 73075 | 731382244 | 501(c)(3) | $7,000 | $0 | Parish Life |
| Saint Charles Borromeo Catholic School | ||||||||
| 5000 N Grove Ave | Oklahoma City | OK | 731225119 | 730701035 | 501(c)(3) | $21,370 | $0 | Education grants |
| Saint Charles Borromeo Parish - OKC | ||||||||
| 5024 N Grove Ave | Warr Acres | OK | 73122 | 730701035 | 501(c)(3) | $9,040 | $0 | Parish Life |
| Saint Eugene Parish - OKC | ||||||||
| 2400 Hefner Rd | Oklahoma City | OK | 73120 | 730710866 | 501(c)(3) | $634,030 | $0 | DAF Grant |
| Saint Eugene Parish - Weatherford | ||||||||
| 704 North Bryan St | Weatherford | OK | 730963808 | 731006728 | 501(c)(3) | $118,275 | $0 | DAF Grant |
| Saint Francis Xavier - Enid | ||||||||
| PO Box 3527 | Enid | OK | 737023527 | 730608175 | 501(c)(3) | $7,600 | $0 | Parish Life |
| Saint Gregory's Abbey | ||||||||
| 1924 West Willow Rd | Enid | OK | 73703 | 731174716 | 501(c)(3) | $8,500 | $0 | Parish Life |
| Saint Gregory the Great - Enid | ||||||||
| 1900 W MacArthur Street | Shawnee | OK | 74804 | 730952624 | 501(c)(3) | $25,000 | $0 | Parish Life |
| Saint James Catholic School | ||||||||
| 1224 SW 41st St | Oklahoma City | OK | 73109 | 730685462 | 501(c)(3) | $16,870 | $0 | Education grants |
| Saint James the Greater Parish - OKC | ||||||||
| 4201 S McKinley Ave | Oklahoma City | OK | 731093120 | 730685462 | 501(c)(3) | $12,500 | $0 | Parish Life |
| Saint John Nepomuk Parish - Yukon | ||||||||
| PO Box 850249 | Yukon | OK | 730850249 | 730758650 | 501(c)(3) | $5,400 | $0 | Parish Life |
| Saint John Nepomuk School - Yukon | ||||||||
| 600 S Garth Brooks Blvd | Yukon | OK | 730993504 | 730758650 | 501(c)(3) | $5,900 | $0 | Education grants |
| Saint John's Catholic School | ||||||||
| PO Box 510 | Edmond | OK | 730830510 | 736095725 | 501(c)(3) | $8,570 | $0 | Respect Life |
| Saint John the Baptist - Edmond | ||||||||
| 583 W Grand Ave Ste B | Hot Springs | AR | 71901 | 710539026 | 501(c)(3) | $56,540 | $0 | Annual Distribution |
| Saint Joseph Catholic Church - Tonkawa | ||||||||
| PO Box 1227 | Norman | OK | 73070 | 730720787 | 501(c)(3) | $22,310 | $0 | Annual Distribution |
| Saint Joseph Catholic School - Enid | ||||||||
| PO Box 525 | Tonkawa | OK | 74653 | 208650826 | 501(c)(3) | $23,920 | $0 | Annual Distribution |
| Saint Joseph Parish - Norman | ||||||||
| PO Box 3527 | Enid | OK | 73702 | 730608175 | 501(c)(3) | $92,800 | $0 | Annual Distribution |
| Saint Mark the Evangelist Parish - Norman | ||||||||
| 3939 W Tecumseh Rd | Norman | OK | 730721708 | 731395011 | 501(c)(3) | $49,176 | $0 | Parish Life |
| Saint Mary Catholic School - Ponca City | ||||||||
| 415 South 7th Street | Ponca City | OK | 746015544 | 730638646 | 501(c)(3) | $10,000 | $0 | Education grants |
| Saint Matthew Parish - Elk City | ||||||||
| 3001 E Hwy 66 | Elk City | OK | 73644 | 730780745 | 501(c)(3) | $5,500 | $0 | Parish Life |
| Saint Patrick Parish - Anadarko | ||||||||
| PO BOX 628 | Anadarko | OK | 730050628 | 731222672 | 501(c)(3) | $54,000 | $0 | Parish Facilities |
| Saint Paul the Apostle Parish - Del City | ||||||||
| 3901 S Sunnylane Rd | Del City | OK | 731153635 | 730750946 | 501(c)(3) | $12,250 | $0 | Parish Life |
| Saint Peter Catholic Church - Woodward | ||||||||
| 2020 Oklahoma Ave | Woodward | OK | 73801 | 730715491 | 501(c)(3) | $5,800 | $0 | Parish Facilities |
| Saint Philip Neri Catholic School | ||||||||
| 1121 Felix Place | Midwest City | OK | 73110 | 730678255 | 501(c)(3) | $5,730 | $0 | Annual Distribution |
| Saint Richard Catholic Church - Carnegie | ||||||||
| PO BOX 628 | Anadarko | OK | 730050628 | 730632924 | 501(c)(3) | $7,800 | $0 | Parish Facilities |
| Saint Rose of Lima Parish - Perry | ||||||||
| PO Box 603 | Perry | OK | 730770603 | 731503156 | 501(c)(3) | $30,000 | $0 | Parish Facilities |
| St Elizabeth Ann Seton Catholic School | ||||||||
| PO Box 510 | Edmond | OK | 730830510 | 736095725 | 501(c)(3) | $9,984 | $0 | Education grants |
| SWOSU Catholic Student Center | ||||||||
| 704 Bryan St | Weatherford | OK | 73096 | 731006728 | 501(c)(3) | $9,244 | $0 | Parish Facilities |
| The Academy of Classical Christian Studies | ||||||||
| 1120 E Hefner Rd | Oklahoma City | OK | 73131 | 830370543 | 501(c)(3) | $25,000 | $0 | DAF Grant |
| The Catholic School of Saint Eugene | ||||||||
| 2400 W Hefner Rd | Oklahoma City | OK | 731560930 | 730710866 | 501(c)(3) | $9,700 | $0 | Education grants |
| Vagabond Missions | ||||||||
| PO BOX 53109 | Pittsburgh | PA | 15219 | 203891942 | 501(c)(3) | $50,000 | $0 | DAF Grant |
| Willow Pregnancy Support | ||||||||
| PO Box 94533 | Oklahoma City | OK | 73143 | 237350798 | 501(c)(3) | $23,000 | $0 | DAF Grant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 60 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | College Scholarships | GrantTypeTxt |
| Recipient | 36 | RecipientCnt |
| Cash Grant | $88,203 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants to Organizations includes an application from the parish or school. A committee comprised of board members evaluates the completed applications. The selection and award amounts are presented to the board for approval. Grant agreements are required back from the parish and school and grant awards are sent. Grant impact reports are due back within one year. The Catholic Foundation of Oklahoma, Inc. awards college scholarships to qualified Catholic high school seniors from within the Archdiocese of Oklahoma City. All applicants complete the same online form; the Scholarship Committee determines the scholarship to be awarded to the selected recipients. Scholarships are paid directly to the educational institutions for the benefit of the individual recipient. Guidelines for eligibility and renewals: Applicant must be a graduating high school senior or a University of Oklahoma medical student. Applicant must be a registered, active member of a Catholic parish in the Archdiocese of Oklahoma City. Applicant must show scholastic ability and financial need. Applicant must be enrolling as a full-time student (minimum of 12 enrolled hours per semester). Scholarship recipients must maintain a 3.0 cumulative grade point average. A recommendation form will be sent to the applicant's pastor. Annual distributions from endowments are made based on a spending policy approved by the Board of Directors. The Catholic Foundation uses Foundant Grant Life Manager (GLM) and Scholarships Life Manager (SLM) web-based software to collect the applications, progress reports and results of the grants and scholarships provided to the Catholic community. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter L de Keratry | PersonNm |
| Title | Executive Director (Until 10/2024) | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $167,674 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $36,178 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $4,296 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $21,496 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $229,644 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Peter de Keratry, Executive Director until October, was compensated by the Archdiocese of Oklahoma City, a related organization. Compensation shown on Schedule J, Part II is Peter's 2024 W-2 compensation. Catholic Foundation of Oklahoma reimburses 50% of Peter's total compensation to the Archdiocese of Oklahoma City for services provided to Catholic Foundation of Oklahoma. Rebecca David, Interim Executive Director as of October, is compensated by Catholic Foundation of Oklahoma. The Board of Directors uses the methods marked on Part I, line 3 to determine compensation. |
| Part I, Line 4a | Peter de Keratry, Executive Director until October, received a severance payment in the amount of $6,010. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,951,858 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg high/low | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Column (b) represents the number of contributors. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 3 | Catholic Foundation of Oklahoma, Inc. no longer offers new annuity agreements. Existing agreements are still being maintained. |
| Form 990, Part VI, Section A, line 1a | The Executive Committee consists of five directors, all of whom must be members of the Roman Catholic Church, and consists of the Immediate Past President, President, and Vice President (provided such persons are also directors) plus two additional directors appointed by a majority vote of all of the directors with the approval of the Sole Member. The Executive Committee may meet at stated times or on notice to all of its members. During intervals between meetings of the Board of Directors, the Executive Committee may generally perform the duties and exercise the authority of the Board of Directors, except that the Executive Committee may not (a) adopt, amend, or repeal any provision of the Certificate of Incorporation or Bylaws, (b) fill Board vacancies, (c) change the membership of, or fill vacancies in, the Executive Committee, or (d) amend or repeal any resolution of the Board. The Executive Committee reports on its actions at the next meeting of the Board of Directors. |
| Form 990, Part VI, Section A, line 2 | Most Reverend Paul Coakley, David Johnson, and Peter L. de Keratry have a business relationship. |
| Form 990, Part VI, Section A, line 6 | The Archbishop of the Archdiocese of Oklahoma City is designated as the Sole Member of the Foundation. If the Archbishop is impeded (as determined by the Code of Canon Law) or if the office of Archbishop is vacant, then the person who, under the Code of Canon Law, stands in his place shall exercise all authority given to the Sole Member under these Bylaws until the Archbishop is no longer impeded or a successor Archbishop is appointed and takes possession of the Archdiocese. Membership in the Corporation is not transferable or assignable, except by succession to the religious office of the Archbishop. |
| Form 990, Part VI, Section A, line 7a | The Archbishop of the Archdiocese of Oklahoma City, Sole Member of the Corporation, shall elect the individuals to serve as Directors of the Corporation at the annual meeting of the Board of Directors. |
| Form 990, Part VI, Section A, line 7b | The following actions require written approval/ratification by the Sole Member of actions taken by the Board of Directors. (a) amendment or restatement of the Certificate of Incorporation or the Bylaws of the Corporation; (b) merger, consolidation, combination, or conversion of the Corporation with or into any other entity, enterprise, agency, or body; sale of all or substantially all of the assets of the Corporation; acquisition of the Corporation by any other entity or enterprise; or converting the Corporation into any other form of entity; (c) selection of independent auditors of the Corporation; (d) the appointment of new members of the Board of Directors of the Corporation; (e) the appointment of the Executive Director; (f) dissolution, liquidation, or termination of the business of the Corporation; (g) any change in the purposes of the Corporation; (h) any decision to file a voluntary petition under any law involving the adjudication of the Corporation as bankrupt or insolvent or taking any action with respect to the reorganization of the Corporation; (i) acquisition by purchase, lease or otherwise of any real property; (j) sale, conveyance, assignment, or other transfer of any real property; (k) transactions involving an amount, which in the sole determination of the Corporate Member exceeds canonical limits according to the norms of the Congregation for Clergy; (l) mortgaging, pledging or causing any other lien to be placed on any real property of the Corporation; (m) making of any capital improvements, alterations or changes in or to any property of the Corporation, except for such matters as may be provided for in the applicable annual budget; (n) institution, prosecution, settlement, compromise and dismissal of lawsuits or other judicial or administrative proceedings brought on behalf of, or against, or involving the Corporation, other than the institution and prosecution of lawsuits in the ordinary course of business; (o) any agreement, contract, understanding or other arrangement providing for any of the foregoing; and (p) additionally, the Sole Member, on his own initiative, with or without prior action by the Board of Directors, may remove any member of the Board of Directors of the Corporation for statements or actions inconsistent the "Board of Directors Commitment or for extraordinary reasons explained in writing to the Board member, such writing to constitute an irrebuttable presumption that the reason is extraordinary. |
| Form 990, Part VI, Section B, line 11b | 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 escalated 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 15a | The Executive Director's compensation is determined on an annual basis by the Board of Directors using an annual evaluation and comparability data. There is contemporaneous substantiation of the deliberation and decision. |
| Form 990, Part VI, Section C, line 19 | Documents made available upon request |
| Form 990, Part XI, line 9: | Life Insurance Cash Value Change 33,821. Change in Annuities Valuation -2,149. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Archdiocese of Oklahoma City | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 Northwest Expressway | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730632924 | EIN |
| Primary Activities | Church, Priest offices and schools | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Comments