2026-05-15T13:56:03+00:00 2025-06-30 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-07-01 730636561 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC CATH 4055233000 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 Patrick Raglow Executive Director 2026-05-15 true Andrew J Gray P01517705 9727028262 2026-05-15 2024 2025-03-06 01:10:19Z PATRICK J RAGLOW 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 10290650 false X WWW.CCAOKC.ORG X 1912 OK CATHOLIC CHARITIES SERVES THOSE IN NEED THROUGH TRANSFORMATIVE, EMPOWERING AND DIGNITY-AFFIRMING SOCIAL SERVICE PROGRAMS, GUIDED BY CATHOLIC TEACHING. 16 16 133 215 0 0 13455754 9573209 63254 71078 778550 619451 76052 -168172 14373610 10095566 2131983 2546943 0 6033363 6242143 0 0 948459 4348615 3399076 12513961 12188162 1859649 -2092596 32462304 36977600 2108747 1696520 30353557 35281080 X GUIDED BY CATHOLIC TEACHING, CATHOLIC CHARITIES SERVES THOSE IN NEED, REGARDLESS OF THEIR FAITH, THROUGH TRANSFORMATIVE, EMPOWERING, AND DIGNITY-AFFIRMING SOCIAL SERVICE PROGRAMS THAT SEEK TO ELIMINATE MATERIAL, EMOTIONAL AND SPIRITUAL POVERTY. false false 4242255 1822890 0 REFUGEE RESETTLEMENT PROVIDES SOCIAL SERVICE ASSISTANCE FOR REFUGEES, IN COLLABORATION WITH THE U.S. DEPARTMENT OF STATE AND OKLAHOMA DEPARTMENT OF HUMAN SERVICES. HELPING REFUGEES BECOME SELF-SUFFICIENT THROUGH ASSISTANCE WITH NAVIGATING GOVERNMENT PROCESSES, ARRANGING INITIAL HOUSING, MEDICAL TREATMENT, LANGUAGE TRAINING AND EMPLOYMENT SERVICE ADVOCACY AND OUTREACH. 1714943 38498 0 HOMELESS SERVICES - SANCTUARY WOMEN'S DEVELOPMENT CENTERS - PROVIDES HOMELESS AND LOW-INCOME WOMEN AND THEIR CHILDREN RESOURCES IN OKLAHOMA CITY AND NORMAN. WOMEN ARE OFFERED SUPPORT AND ADVOCACY TO ALLEVIATE THE EFFECTS OF POVERTY, EMPOWERING THEM WITH THE TOOLS TO OVERCOME HOMELESSNESS. SHOWER AND LAUNDRY FACILITIES, COMPUTER LAB FOOD AND BEVERAGES, CLOTHING, HYGIENE ITEMS, LIFE-SKILLS CLASSES, JOB SEARCH, COUNSELING AND CASE MANAGEMENT ARE AVAILABLE. - HOLY FAMILY HOME - PROVIDES A MULTI-GENERATIONAL TRANSITIONAL HOUSING FACILITY FOR COMMUNITY-BASED SERVICES AND CASE MANAGEMENT TO HOMELESS WOMEN AND THEIR CHILDREN - EDUCATING, EMPOWERING AND PROMOTING POSITIVE LIFESTYLES TO RESIDENTS. 1594890 593655 10260 FAMILY SUPPORT SERVICES - EMERGENCY RENT AND UTILITY ASSISTANCE - PROVIDES LIMITED FINANCIAL ASSISTANCE FOR RENT AND UTILITY BILLS TO FAMILIES STRUGGLING TO ACHIEVE SELF-SUFFICIENCY. ONCE APPROVED FOR ASSISTANCE, FAMILIES MUST PARTICIPATE IN A ONE-TIME BUDGETING COURSE AND ARE STRONGLY URGED TO ENROLL IN FAMILY H.O.P.E. CASE MANAGEMENT. FAMILIES MAY ACCESS THIS ASSISTANCE ANNUALLY AND A SET NUMBER OF FAMILIES ARE ASSISTED PER WEEK. - FAMILY H.O.P.E. CASE MANAGEMENT- OFFERS STRENGTH-BASED CASE MANAGEMENT THAT BUILDS PARTNERSHIPS WITH FAMILIES THREATENED BY HOMELESSNESS AND SEVERE FINANCIAL STRESSORS TO ELIMINATE BARRIERS TO SUCCESS AND SELF-SUFFICIENCY. - TRANSITIONAL HOUSING- PROVIDES AFFORDABLE HOUSING TO LOW-INCOME FAMILIES AND INDIVIDUALS. TO BE ELIGIBLE TO LIVE IN HOUSING UNITS, ADULT FAMILY MEMBERS MUST ENROLL IN THE FAMILY H.O.P.E. PROGRAM. 557663 56 38310 IMMIGRATION LEGAL SERVICES - PROVIDES AFFORDABLE IMMIGRATION LEGAL SERVICES TO LOW INCOME FAMILIES IN OKLAHOMA. IMMIGRANTS AND NON-IMMIGRANTS ARE ABLE TO OBTAIN RELIABLE AND TRUSTWORTHY ASSESSMENTS OF CASES OF FAMILY PETITIONS, U-VISA, VAWA, T-VISA, ADJUSTMENTS OF STATUS, CITIZENSHIP, AND TEMPORARY PROTECTED STATUS. 356915 0 12381 ST. JOSEPH'S COUNSELING, EDUCATION & OUTREACH PROVIDES PROFESSIONAL, FAMILYSTRENGTHENING COUNSELING AND RELATED SERVICES TO INDIVIDUALS, COUPLES, FAMILIES AND CATHOLIC SCHOOL STAFF/ STUDENTS WHO ARE EXPERIENCING EMOTIONAL STRESS. SUICIDE PREVENTION TRAINING (QPR) AND PSYCHO-EDUCATIONAL PRESENTATION ARE AVAILABLE TO PARISH AND CATHOLIC SCHOOLS. 355171 0 0 ADVOCACY AND OUTREACH DISASTER SERVICES PROVIDES EMERGENCY ASSISTANCE, TRAUMA COUNSELING SERVICE COORDINATION AND LONG-TERM CASE MANAGEMENT AFTER DISASTERS. ALSO WORKED WITH COMMUNITIES TO ENHANCE AND STRENGTHEN PREPAREDNESS FOR AND RESILIENCY AFTER A DISASTER. 111188 91844 20667 ADOPTION AND PREGNANCY SERVICES PREGNANT WOMEN IN CRISIS ARE OFFERED SUPPORT, COUNSELING AND CASE MANAGEMENT. ETHICAL, PRESSURE-FREE LICENSED CHILD PLACEMENT IS AVAILABLE FOR INFANT ADOPTIONS. SUPPORT AND COUNSELING FOR BIRTH PARENTS AND ADOPTIVE PARENTS IS PROVIDED DURING THE ADOPTION PROCESS INCLUDING ON-GOING POST-ADOPTIVE SERVICES. 1380937 91900 71358 8933025 true true false false false false false false false true true true false true false false false false false false false false false false true false false false true true false false false false false false false false false false false false false false false true true false false false true 103 0 true 133 true false false false false false true true false false false false false false X 16 16 false false false false true true false true true false false false true true true true true true true false false false OK X X David Alan Lipps 4055233000 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 Amanda Harding Vice President 0.8 0.0 X X 0 0 0 David Madigan President 0.8 0.0 X X 0 0 0 Michael Milligan Secretary-Treasurer (END:6/2025) 0.8 0.0 X X 0 0 0 Most Reverend Paul S Coakley Chairman 0.8 0.0 X X 0 0 0 BIll Keefe Director (Start:6/2025) 0.8 0.0 X 0 0 0 Bob Bates Director (END:6/2025) 0.8 0.0 X 0 0 0 David Scott Jr Director 0.8 0.0 X 0 0 0 Deanna Cardenas Director 0.8 0.0 X 0 0 0 Donna Patocka Director (Start:6/2025) 0.8 0.0 X 0 0 0 Donny Matteson CPA Director 0.8 0.0 X 0 0 0 Ed Highberger Director 0.8 0.0 X 0 0 0 Jerry Krittenbrink Director (END:6/2025) 0.8 0.0 X 0 0 0 Julie Naifeh Director 0.8 0.0 X 0 0 0 Mike Sterkel Director (END:6/2025) 0.8 0.0 X 0 0 0 Reverend John Metzinger Director (END:6/2025) 0.8 0.0 X 0 0 0 Reverend Will Banowsky Director 0.8 0.0 X 0 0 0 Nathan Cross Chief Financial Officer (END:10/2024) 37.5 0.0 X 105038 0 10508 Patrick Raglow Executive Director 37.5 0.0 X 143538 0 7331 Trudie Melson Chief Financial Officer (END:10/2025) 37.5 0.0 X 59874 0 2364 David Ashton Senior Vice President 37.5 0.0 X 101745 0 0 Monica Palmer Senior Vice President 37.5 0.0 X 100733 0 4304 510928 0 24507 4 false true false Audio Vision LLC 10400 Hunters Path Circle Edmond OK 73034 Audio Visual Repairs/Installation 141913 Ladies Cleaning Services LLC-S 6212 S Country Club Dr Oklahoma City OK 73159 Janitorial Services 113154 2 48494 547275 5020825 3956615 9573209 ADOPTION AND PREGNANCY 900099 20671 20671 SERVICE FEES 900099 50407 50407 0 0 0 0 71078 564807 564807 8531 8531 10540 10540 0 10540 10540 54644 54644 0 54644 54644 0 547275 195084 -195084 -195084 Other Income 900099 7841 7841 0 0 0 0 7841 10095566 81618 0 440739 2546943 2546943 328653 15087 268305 45261 4508107 3482654 568644 456809 106497 95753 0 10744 930094 693622 157367 79105 368792 264673 66342 37777 5398 5398 29619 29619 75562 75562 798276 415139 214231 168906 11141 2460 8681 77678 5551 9923 62204 294712 263511 31201 293850 256265 32124 5461 73011 43342 26776 2893 97434 57060 30094 10280 611189 46325 564384 480 169477 112130 35488 21859 REPAIRS & MAINTENANCE 482784 419268 58565 4951 TELEPHONE EXPENSE 110750 83549 23257 3944 SUPPLIES 35314 22112 11228 1974 BAD DEBT 27050 27050 205831 107581 71120 27130 12188162 8933025 2306678 948459 7823648 8375576 689333 418438 2189594 1778405 88059 4045375 0 0 0 0 243775 243775 299951 40003 17471282 3684484 13168056 13786798 2801381 3104850 0 5158507 5184380 32462304 36977600 361796 611258 889671 0 0 612693 1085262 244587 0 2108747 1696520 X 23216363 14859332 7137194 20421748 30353557 35281080 32462304 36977600 -2092596 594665 6425454 0 X X false false true false X 7001360 15774828 17012426 13455754 9573209 62817577 0 0 7001360 15774828 17012426 13455754 9573209 62817577 0 62817577 213709 300526 479435 796532 583878 2374080 39466 0 0 57207 0 96673 0 0 681395 1000 7841 690236 65978566 380324 0.95209 0.94574 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 681395.0, COLUMN D - 1000.0, COLUMN E - 7841.0, COLUMN F - 690236.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4974738 1000 522518 420533 54526 5023197 4632349 342389 4974738 4343763 346612 58026 4632349 4985338 2540784 -599582 2519551 63226 4343763 4224520 101880 1047398 340089 48371 4985338 0.92 0.01 0.07 true true true 1043265 1043265 14550008 2390540 12159468 540478 297542 242936 1337531 996402 341129 13786798 Closely-held equity interests Financial derivatives Pooled Investment 3016185 F Beneficial Interest in Assets 88665 F 3104850 Endowed Funds 5184076 Other Asset 304 ROU Asset 0 5184380 Schedule D, Part V, Line 4 Intended uses of endowment funds Endowment funds are for the benefit of the holy family home, the maintenance and operation of the main service facility, scholarships for children of Lawton tenants, and the future operations of the agency. GREEN TIE GALA 494025 494025 0 185880 RED, WHITE, & BREWS 53250 53250 0 9204 0 547275 547275 0 195084 195084 -195084 true Refugee Assistance 5099 1822890 Adoption and Pregnancy 244 91844 Family Support Services 2384 593655 Homeless Assistance 11 38498 Immigration Legal Services 1 56 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS MEETS MONTHLY TO REVIEW FINANCIAL STATEMENTS OF THE ORGANIZATION AND ENSURE FUNDS ARE USED AS DIRECTED. INDEPENDENT AUDITORS ARE ENLISTED TO COMPLETE AN ANNUAL AUDIT OF FINANCIAL STATEMENTS AS WELL AS A SINGLE AUDIT FOR FEDERAL FUNDS IF REQUIRED. X X false false false false false false false false false Patrick Raglow Executive Director 143538 0 0 0 0 0 7331 0 0 0 150869 0 0 0 Form 990, Part III, Line 4d Description of other program services (Expenses $ 557,663 including grants of $ 56)(Revenue $ 38,310) IMMIGRATION LEGAL SERVICES - PROVIDES AFFORDABLE IMMIGRATION LEGAL SERVICES TO LOW INCOME FAMILIES IN OKLAHOMA. IMMIGRANTS AND NON-IMMIGRANTS ARE ABLE TO OBTAIN RELIABLE AND TRUSTWORTHY ASSESSMENTS OF CASES OF FAMILY PETITIONS, U-VISA, VAWA, T-VISA, ADJUSTMENTS OF STATUS, CITIZENSHIP, AND TEMPORARY PROTECTED STATUS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 356,915 including grants of $ 0)(Revenue $ 12,381) ST. JOSEPH'S COUNSELING, EDUCATION & OUTREACH PROVIDES PROFESSIONAL, FAMILYSTRENGTHENING COUNSELING AND RELATED SERVICES TO INDIVIDUALS, COUPLES, FAMILIES AND CATHOLIC SCHOOL STAFF/ STUDENTS WHO ARE EXPERIENCING EMOTIONAL STRESS. SUICIDE PREVENTION TRAINING (QPR) AND PSYCHO-EDUCATIONAL PRESENTATION ARE AVAILABLE TO PARISH AND CATHOLIC SCHOOLS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 355,171 including grants of $ 0)(Revenue $ 0) ADVOCACY AND OUTREACH DISASTER SERVICES PROVIDES EMERGENCY ASSISTANCE, TRAUMA COUNSELING SERVICE COORDINATION AND LONG-TERM CASE MANAGEMENT AFTER DISASTERS. ALSO WORKED WITH COMMUNITIES TO ENHANCE AND STRENGTHEN PREPAREDNESS FOR AND RESILIENCY AFTER A DISASTER. Form 990, Part III, Line 4d Description of other program services (Expenses $ 111,188 including grants of $ 91,844)(Revenue $ 20,667) ADOPTION AND PREGNANCY SERVICES PREGNANT WOMEN IN CRISIS ARE OFFERED SUPPORT, COUNSELING AND CASE MANAGEMENT. ETHICAL, PRESSURE-FREE LICENSED CHILD PLACEMENT IS AVAILABLE FOR INFANT ADOPTIONS. SUPPORT AND COUNSELING FOR BIRTH PARENTS AND ADOPTIVE PARENTS IS PROVIDED DURING THE ADOPTION PROCESS INCLUDING ON-GOING POST-ADOPTIVE SERVICES. Form 990, Part VI, Line 1a Material differences in voting rights THERE ARE NO MATERIAL DIFFERENCES IN VOTING RIGHTS, HOWEVER THE EXECUTIVE COMMITTEE, WHICH COMPRISES THE ARCHBISHOP AND THE OFFICERS OF THE CORPORATION, MAY ACT BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL REPORT ANY AND ALL ACTIONS SO TAKEN TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING FOR REVIEW, RATIFICATION AND APPROVAL. Form 990, Part VI, Line 6 Classes of members or stockholders THE ARCHBISHOP OF OKLAHOMA CITY OF THE ROMAN CATHOLIC CHURCH IS THE SOLE MEMBER OF CATHOLIC CHARITIES. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF DIRECTORS SHALL BE APPOINTED BY THE ARCHBISHOP AS THE REPRESENTATIVE OF THE SOLE MEMBER OF THIS CORPORATION, TO HOLD OFFICE UNTIL THE APPOINTMENT OF THEIR RESPECTIVE SUCCESSORS, EXCEPT AS PROVIDED FOR FILLING VACANCIES. Form 990, Part VI, Line 11b Review of form 990 by governing body REVIEW OF VARIOUS PORTIONS OF THE 990 IS DONE BY THE EXECUTIVE DIRECTOR, SENIOR DIRECTOR OF ADMINISTRATION, THE SECRETARY/TREASURER OF THE BOARD, AND THE DIRECTOR OF FINANCE, AS SOON AS THE FIRST DRAFT IS RECEIVED. IN ADDITION, THE BOARD REVIEWS BEFORE THE FINAL VERSION IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy COVERED PERSONS INCLUDE THE FOLLOWING FOR BOARD OF DIRECTORS, OFFICERS, AND STAFF: A) YOUR SPOUSE, DOMESTIC PARTNER, CHILD, MOTHER, FATHER, BROTHER OR SISTER; B) ANY CORPORATION OR ORGANIZATION OF WHICH YOU ARE A BOARD MEMBER, AN OFFICER, A PARTNER, PARTICIPATE IN MANAGEMENT OR ARE EMPLOYED BY, OR ARE, DIRECTLY OR INDIRECTLY, A DEBT HOLDER OR THE BENEFICIAL OWNER OF ANY CLASS OF EQUITY SECURITIES; AND C) ANY TRUST OR OTHER ESTATE IN WHICH YOU HAVE A SUBSTANTIAL BENEFICIAL INTEREST OR AS TO WHICH YOU SERVE AS A TRUSTEE OR IN A SIMILAR CAPACITY. ALL CONFLICTS SHOULD BE REPORTED TO THE EXECUTIVE DIRECTOR AND/OR BOARD OF DIRECTORS. ANY PERSON APPEARING TO HAVE A CONFLICT OF INTEREST SHOULD REFRAIN FROM PARTICIPATION IN ANY DECISIONS ON MATTERS THAT INVOLVE THE IDENTIFIED INTEREST. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION FOR OFFICERS IS DETERMINED FROM REVIEW OF MARKET COMPARISONS AND PERFORMANCE MEASUREMENTS WITH OTHER SIMILAR INSTITUTIONS. THE RESULTS OF THIS REVIEW PROCESS ARE RECORDED IN THE BOARD MINUTES. THE LAST COMPENSATION REVIEW WAS CONDUCTED IN TAX YEAR 2023. Form 990, Part VI, Line 19 Required documents available to the public FINANCIAL STATEMENTS ARE AVAILABLE ON CATHOLIC CHARITIES' WEBSITE, AND GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENTS ARE AVAILABLE BY REQUEST FROM THE ORGANIZATION. Form 990, Part XII, Line 3b Reason organization did not undergo required audit THE ORGANIZATION DID UNDERGO THE REQUIRED SINGLE AUDIT, BUT IT WAS STILL IN PROCESS AT THE TIME OF FILING THE FORM 990. 3825 NW 19TH 398060 W 2200 RD BARTLESVILLE OK 74006 731475165 SENIOR HOUSING OK 501(c)(3) 10 CC OKC true ARCHDIOCESE OF OKLAHOMA CITY PO BOX 32180 OKLAHOMA CITY OK 73123 730632924 CHURCH OK 501(c)(3) 1 NA false CATHOLIC FOUNDATION OF OKLAHOMA PO BOX 32180 OKLAHOMA CITY OK 73123 730773715 FOUNDATION OK 501(c)(3) 7 ARCHDIOCESE false VILLA ISENBART INC 398060 W 2200 RD BARTLESVILLE OK 74006 731438479 SENIOR HOUSING OK 501(c)(3) 10 CC OKC true TRINITY PLACE LP 398060 W 2200 RD BARTLESVILLE OK 73507 731483973 ELDERLY HOUSING OK 3825 NW 19TH Related false true 0.0100 LAWTON APARTMENTS LIMITED PART 305 NW 4TH ST LAWTON OK 73507 HOUSING OK ARCHIOCESE Related false false 0 false false true true false false false false false false false false true true false true false false true