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CATHOLIC CHARITIES: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CATHOLIC CHARITIES (EIN 73-0636561)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202531359349314648
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-05-15T17:11:22+00:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Forvis Mazars LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114221 Dallas Parkway Suite 400AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN730636561EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone4055233000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11232 N CLASSEN BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPatrick RaglowPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeanette VerrelliPreparerPersonNm
PTINP00742631PTIN
Phone9727028262PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICK J RAGLOWBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11232 N CLASSEN BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,589,756GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CCAOKC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1912FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionCATHOLIC CHARITIES SERVES THOSE IN NEED THROUGH TRANSFORMATIVE, EMPOWERING AND DIGNITY-AFFIRMING SOCIAL SERVICE PROGRAMS, GUIDED BY CATHOLIC TEACHING.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee143TotalEmployeeCnt
Total Volunteers453TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$17,012,426PYContributionsGrantsAmt
CY Contributions Grants$13,455,754CYContributionsGrantsAmt
PY Program Service Revenue$47,733PYProgramServiceRevenueAmt
CY Program Service Revenue$63,254CYProgramServiceRevenueAmt
PY Investment Income$592,184PYInvestmentIncomeAmt
CY Investment Income$778,550CYInvestmentIncomeAmt
PY Other Revenue$583,707PYOtherRevenueAmt
CY Other Revenue$76,052CYOtherRevenueAmt
PY Total Revenue$18,236,050PYTotalRevenueAmt
CY Total Revenue$14,373,610CYTotalRevenueAmt
PY Grants And Similar Paid$2,609,238PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,131,983CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,424,697PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,033,363CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$160,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$926,031CYTotalFundraisingExpenseAmt
PY Other Expenses$3,715,968PYOtherExpensesAmt
CY Other Expenses$4,348,615CYOtherExpensesAmt
PY Total Expenses$11,909,903PYTotalExpensesAmt
CY Total Expenses$12,513,961CYTotalExpensesAmt
PY Revenues Less Expenses$6,326,147PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,859,649CYRevenuesLessExpensesAmt
Total Assets BOY$29,583,830TotalAssetsBOYAmt
Total Assets EOY$32,462,304TotalAssetsEOYAmt
Total Liabilities BOY$1,556,078TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,108,747TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$28,027,752NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$30,353,557NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionGUIDED 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,767,241ExpenseAmt
Grant$1,345,885GrantAmt
DescREFUGEE 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,927,170ExpenseAmt
Grant$164,282GrantAmt
DescHOMELESS 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,792,260ExpenseAmt
Grant$751,893GrantAmt
Revenue$9,095RevenueAmt
DescFAMILY 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$626,675$40$33,959IMMIGRATION 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.
$401,084$10,975ST. 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.
$399,124ADVOCACY 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.
$124,948$29,998$18,320ADOPTION 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.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,551,831TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$30,038TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$63,254TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$10,038,502TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document33IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee143EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Trudie MelsonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4055233000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11232 N CLASSEN BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
David Madigan
Vice President3.00.0Yes (X)Yes (X)$0$0$0
Jerry Krittenbrink
President3.00.0Yes (X)Yes (X)$0$0$0
Michael Milligan
Secretary-Treasurer3.00.0Yes (X)Yes (X)$0$0$0
Most Reverend Paul S Coakley
Chairman3.00.0Yes (X)Yes (X)$0$0$0
Amanda Harding
Director2.00.0Yes (X)$0$0$0
Bob Bates
Director2.00.0Yes (X)$0$0$0
David Scott Jr
Director2.00.0Yes (X)$0$0$0
Deanna Cardenas
Director2.00.0Yes (X)$0$0$0
Donny Matteson CPA
Director2.00.0Yes (X)$0$0$0
Ed Highberger
Director2.00.0Yes (X)$0$0$0
Julie Naifeh
Director2.00.0Yes (X)$0$0$0
Kathy Williams
Director2.00.0Yes (X)$0$0$0
Mike Sterkel
Director2.00.0Yes (X)$0$0$0
Nick Dell'Osso
Director2.00.0Yes (X)$0$0$0
Ray Haefele
Director2.00.0Yes (X)$0$0$0
Reverend John Metzinger
Director2.00.0Yes (X)$0$0$0
Reverend Will Banowsky
Director2.00.0Yes (X)$0$0$0
David Ashton
Administrative Director37.50.0Yes (X)$95,872$0$4,760
Nathan Cross
Chief Financial Officer37.50.0Yes (X)$0$0$0
Patrick Raglow
Executive Director37.50.0Yes (X)$138,149$0$8,897
FieldValueIRS element (for citing)
Total Reportable Comp From Org$234,021TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$13,657TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Now CFO Oklahoma City LLC
210 N 2100 WSalt Lake CityUT84116Financial Services$626,449
Audio Vision LLC
10400 Hunters Path CircleEdmondOK73034Audio Visual Repairs/Installation$141,913
Ladies Cleaning Services LLC-S
6212 S Country Club DrOklahoma CityOK73159Janitorial Services$113,154
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Federated Campaigns$417,659FederatedCampaignsAmt
Fundraising$1,300FundraisingAmt
Government Grants$4,399,477GovernmentGrantsAmt
All Other Contributions$8,637,318AllOtherContributionsAmt
Total Contributions$13,455,754TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADOPTION AND PREGNANCY900099$18,320$18,320
SERVICE FEES900099$44,934$44,934

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$63,254TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$778,687TotalRevenueColumnAmt
Exclusion$778,687ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,750TotalRevenueColumnAmt
Exclusion$8,750ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,095RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$9,095RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,095TotalRevenueColumnAmt
Related Or Exempt Func Income$9,095RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$4,409OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,456SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$4,456SecuritiesAmt
Other$4,409OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$137TotalRevenueColumnAmt
Exclusion-$137ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$268,897FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,300ContriRptFundraisingEventAmt
Fundraising Direct Expenses$211,690FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,207TotalRevenueColumnAmt
Exclusion$57,207ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc
Business900099BusinessCd
Total Revenue Column$1,000TotalRevenueColumnAmt
Exclusion$1,000ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,373,610TotalRevenueColumnAmt
Related Or Exempt Func Income$72,349RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$845,507ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$18,364TotalAmt
Program Services$18,364ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,113,619TotalAmt
Program Services$2,113,619ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$247,678TotalAmt
Program Services$143,185ProgramServicesAmt
Management And General$104,493ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,457,446TotalAmt
Program Services$3,915,294ProgramServicesAmt
Fundraising$542,152FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$93,109TotalAmt
Program Services$79,295ProgramServicesAmt
Fundraising$13,814FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$880,425TotalAmt
Program Services$789,459ProgramServicesAmt
Management And General$22,148ManagementAndGeneralAmt
Fundraising$68,818FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$354,705TotalAmt
Program Services$297,272ProgramServicesAmt
Management And General$15,675ManagementAndGeneralAmt
Fundraising$41,758FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$15,214TotalAmt
Management And General$15,214ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$84,214TotalAmt
Management And General$84,214ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$65,769TotalAmt
Management And General$65,769ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,838,167TotalAmt
Program Services$1,342,161ProgramServicesAmt
Management And General$363,476ManagementAndGeneralAmt
Fundraising$132,530FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,939TotalAmt
Program Services$299ProgramServicesAmt
Fundraising$11,640FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$38,276TotalAmt
Program Services$8,721ProgramServicesAmt
Management And General$14,487ManagementAndGeneralAmt
Fundraising$15,068FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$298,753TotalAmt
Program Services$261,256ProgramServicesAmt
Management And General$37,497ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$380,670TotalAmt
Program Services$170,369ProgramServicesAmt
Management And General$203,715ManagementAndGeneralAmt
Fundraising$6,586FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$93,965TotalAmt
Program Services$75,057ProgramServicesAmt
Management And General$14,672ManagementAndGeneralAmt
Fundraising$4,236FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$77,700TotalAmt
Program Services$34,447ProgramServicesAmt
Management And General$31,680ManagementAndGeneralAmt
Fundraising$11,573FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$467,671TotalAmt
Program Services$82,104ProgramServicesAmt
Management And General$385,031ManagementAndGeneralAmt
Fundraising$536FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$134,539TotalAmt
Program Services$89,610ProgramServicesAmt
Management And General$27,811ManagementAndGeneralAmt
Fundraising$17,118FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIRS & MAINTENANCE$189,313$122,232$57,813$9,268
Bad Debt$56,523$26,111$30,412
TELEPHONE EXPENSE$108,645$88,691$14,421$5,533
SUPPLIES$35,144$18,696$14,600$1,848

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$452,113TotalAmt
Program Services$388,371ProgramServicesAmt
Management And General$50,601ManagementAndGeneralAmt
Fundraising$13,141FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,513,961TotalAmt
Program Services$10,038,502ProgramServicesAmt
Management And General$1,549,428ManagementAndGeneralAmt
Fundraising$926,031FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,296,464BOYAmt
EOY$7,823,648EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,009,531BOYAmt
EOY$689,333EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,244,400BOYAmt
EOY$2,189,594EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,616,133BOYAmt
EOY$88,059EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$216,000BOYAmt
EOY$243,775EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$217,583BOYAmt
EOY$299,951EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,241,352LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,073,296LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,568,285BOYAmt
EOY$13,168,056EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,480,018BOYAmt
EOY$2,801,381EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,935,416BOYAmt
EOY$5,158,507EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$29,583,830BOYAmt
EOY$32,462,304EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$429,988BOYAmt
EOY$361,796EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$799,195BOYAmt
EOY$889,671EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$27,547BOYAmt
EOY$612,693EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$299,348BOYAmt
EOY$244,587EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,556,078BOYAmt
EOY$2,108,747EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,641,849BOYAmt
EOY$23,216,363EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,385,903BOYAmt
EOY$7,137,194EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,027,752BOYAmt
EOY$30,353,557EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,583,830BOYAmt
EOY$32,462,304EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,859,649ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$782,564NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$316,408PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedfalseFederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,572,432CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,001,360CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,774,828CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,012,426CurrentTaxYearMinus1YearAmt
Current Tax Year$13,455,754CurrentTaxYearAmt
Total$58,816,800TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,572,432CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,001,360CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,774,828CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,012,426CurrentTaxYearMinus1YearAmt
Current Tax Year$13,455,754CurrentTaxYearAmt
Total$58,816,800TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$58,816,800PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$384,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$621,398CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$300,526CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$479,435CurrentTaxYearMinus1YearAmt
Current Tax Year$796,532CurrentTaxYearAmt
Total$2,582,751TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,510CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,466CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$681,395CurrentTaxYearMinus1YearAmt
Current Tax Year$58,207CurrentTaxYearAmt
Total$791,578TotalAmt
FieldValueIRS element (for citing)
Total Support$62,191,129TotalSupportAmt
Gross Receipts Rltd Activities$450,035GrossReceiptsRltdActivitiesAmt
Public Support CY1700.9457PublicSupportCY170Pct
Public Support PY1700.9446PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - FUNDRAISING EVENTS, COLUMN A - 12510.0, COLUMN B - 39466.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 57207.0, COLUMN F - 109183.0; DESCRIPTION - OTHER INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 681395.0, COLUMN E - 1000.0, COLUMN F - 682395.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$250DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$250TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationCATHOLIC CHARITIES PROVIDES PARTICIPANT TRAINING FOR AND HOSTS CATHOLIC ADVOCACY DAY AT THE CAPITAL. IT ALSO TRACKS STATE/FEDERAL LEGISLATIVE ACTIVITY AND PROVIDES INFORMATION/FEEDBACK BASED ON CATHOLIC SOCIAL TEACHING AND FRONTLINE SERVICE AGENCY EXPERIENCE TO CATHOLIC LEADERSHIP/LAITY FOR THEIR INTERACTION WITH ELECTED AND UNELECTED GOVERNMENT OFFICIALS.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,632,349BeginningYearBalanceAmt
Investment Earnings Or Losses$342,389InvestmentEarningsOrLossesAmt
End Year Balance$4,974,738EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,343,763BeginningYearBalanceAmt
Investment Earnings Or Losses$346,612InvestmentEarningsOrLossesAmt
Administrative Expenses$58,026AdministrativeExpensesAmt
End Year Balance$4,632,349EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,985,338BeginningYearBalanceAmt
Contributions$2,540,784ContributionsAmt
Investment Earnings Or Losses-$599,582InvestmentEarningsOrLossesAmt
Other Expenditures$2,519,551OtherExpendituresAmt
Administrative Expenses$63,226AdministrativeExpensesAmt
End Year Balance$4,343,763EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,224,520BeginningYearBalanceAmt
Contributions$101,880ContributionsAmt
Investment Earnings Or Losses$1,047,398InvestmentEarningsOrLossesAmt
Other Expenditures$340,089OtherExpendituresAmt
Administrative Expenses$48,371AdministrativeExpensesAmt
End Year Balance$4,985,338EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,332,217BeginningYearBalanceAmt
Contributions$131,390ContributionsAmt
Investment Earnings Or Losses-$11,062InvestmentEarningsOrLossesAmt
Other Expenditures$228,025OtherExpendituresAmt
End Year Balance$4,224,520EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.72BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.12PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.16TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,043,265OtherCostOrOtherBasisAmt
Book Value$1,043,265BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,458,890OtherCostOrOtherBasisAmt
Depreciation$2,302,879DepreciationAmt
Book Value$7,156,011BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$398,611OtherCostOrOtherBasisAmt
Depreciation$336,590DepreciationAmt
Book Value$62,021BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,340,586OtherCostOrOtherBasisAmt
Depreciation$433,827DepreciationAmt
Book Value$4,906,759BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,168,056TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Pooled Investment$2,718,247F
Beneficial Interest in Assets$83,134F
FieldValueIRS element (for citing)
Total Book Value Securities$2,801,381TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Endowed Funds$4,974,738
Other Asset$304
ROU Asset$183,465
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,158,507TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLease LIabilityDesc
Amt$244,587Amt
FieldValueIRS element (for citing)
Total Liability$244,587TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part V, Line 4 Intended uses of endowment fundsFormAndLineReferenceDesc
ExplanationEndowment 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.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Green Tie GalaEvent1Nm
Gross Receipts Event1$223,382GrossReceiptsEvent1Amt
Charitable Contri Event1$1,300CharitableContriEvent1Amt
Gross Revenue Event1$222,082GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,459RentFacilityCostsEvent1Amt
Food And Beverage Event1$61,100FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$138,713OtherDirectExpensesEvent1Amt
Event2Red, White, & BrewsEvent2Nm
Gross Receipts Event2$46,815GrossReceiptsEvent2Amt
Gross Revenue Event2$46,815GrossRevenueEvent2Amt
Other Direct Expenses Event2$8,418OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$270,197GrossReceiptsTotalAmt
Charitable Contributions Tot$1,300CharitableContributionsTotAmt
Gross Revenue Total Events$268,897GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$3,459RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$61,100FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$147,131OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$211,690DirectExpenseSummaryEventsAmt
Net Income Summary$57,207NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Communities Foundation Of OklahomaBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 NW 63rd StAddressLine1Txt
Address Line2STE 200AddressLine2Txt
CityOklahoma CityCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73116ZIPCd
FieldValueIRS element (for citing)
Recipient EIN731396320RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$18,364CashGrantAmt
Purpose Of GrantGeneral SupportPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Refugee Assistance2656$1,412,833
Adoption and Pregnancy36$2,767
Women's Sanctuary Client Assistance1912$246,331
Emergency Assistance, Hope, & Walk-ins Program Assistance2609$451,688

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 626,675 including grants of $ 40)(Revenue $ 33,959) 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 $ 401,084 including grants of $)(Revenue $ 10,975) 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 $ 399,124 including grants of $) 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 $ 124,948 including grants of $ 29,998)(Revenue $ 18,320) 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 rightsTHERE 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 stockholdersTHE 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 bodyTHE 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 bodyREVIEW 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 policyCOVERED 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 officialTHE COMPENSATION IS REVIEWED BY AND REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. 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 publicFINANCIAL 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 IX, Line 11g Other FeesProfessional Services - Total Expense: 1838167, Program Service Expense: 1342161, Management and General Expenses: 363476, Fundraising Expenses: 132530;
Form 990, Part XII, Line 3b Reason organization did not undergo required auditTHE ORGANIZATION DID UNDERGO THE REQUIRED SINGLE AUDIT, BUT IT WAS STILL IN PROCESS AT THE TIME OF FILING THE FORM 990.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
3825 NW 19TH
398060 W 2200 RDBARTLESVILLEOK74006731475165SENIOR HOUSINGOK501(c)(3)10CC OKCYes (true)
ARCHDIOCESE OF OKLAHOMA CITY
PO BOX 32180OKLAHOMA CITYOK73123730632924CHURCHOK501(c)(3)1NAfalse
CATHOLIC FOUNDATION OF OKLAHOMA
PO BOX 32180OKLAHOMA CITYOK73123730773715FOUNDATIONOK501(c)(3)7ARCHDIOCESEfalse
VILLA ISENBART INC
398060 W 2200 RDBARTLESVILLEOK74006731438479SENIOR HOUSINGOK501(c)(3)10CC OKCYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
TRINITY PLACE LP
398060 W 2200 RDBARTLESVILLEOK73507731483973ELDERLY HOUSINGOK3825 NW 19THRelatedfalseYes (true)0.0100
LAWTON APARTMENTS LIMITED PART
305 NW 4TH STLAWTONOK73507HOUSINGOKARCHIOCESERelatedfalsefalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd