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Nonprofit · EIN 73-0773715

CATHOLIC FOUNDATION OF OKLAHOMA INC

Tax-exempt · OKLAHOMA CITY, OK 73123

Financials

$5.4M$3.4M2022$5.9M$3.9M2023$9.9M$5.2M2024
Revenue Expenses · by fiscal year end
Financials of CATHOLIC FOUNDATION OF OKLAHOMA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$9,945,529$5,228,625$4,716,904$93,110,614$49,621,353$43,489,261
June 30, 2024990$5,949,197$3,922,918$2,026,279$85,219,095$49,384,987$35,834,108
June 30, 2023990$5,413,090$3,394,390$2,018,700$76,758,680$46,753,060$30,005,620
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$7,262,141
Program service revenue
$940,607
Investment income
$1,243,300
Royalties
$524,420
Net gain from sales of assets
$300,542
Net income from fundraising events
-$24,939
Other revenue
$499,481

Expenses

Grants and similar amounts paid
$3,886,389
Compensation of officers, directors and key employees
$121,692
Other salaries and wages
$348,789
Salaries, compensation and benefits (total)
$549,856
Professional fundraising fees
$0
Legal fees
$375
Accounting fees
$41,228
Occupancy
$18,000
Travel
$416
Program services (functional)
$4,226,777
Management and general (functional)
$794,605
Fundraising (functional)
$207,243

Balance sheet and other

Total assets, start of year
$85,219,095
Total assets, end of year
$93,110,614
Total liabilities, end of year
$49,621,353
Net assets, end of year
$43,489,261
Land, buildings and equipment
$31,867
Publicly traded securities
$82,896,280
Net assets without donor restrictions
$12,695,467
Net assets with donor restrictions
$30,793,794
Gross unrelated business income
$419,191
Gross receipts
$19,339,686
Employees
8
Volunteers
30
Year formed
1965
State of legal domicile
OK

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Peter L de KeratryExecutive Director (Until 10/2024)
Officer
18.8$0$203,852$25,169
Brian McQuadeSecretary/Treasurer
Trustee or director, Officer
15$0$88,520$18,003
Rebecca DavidInterim Executive Director
Officer
37.5$80,199$0$19,620
Most Reverend Paul CoakleyChairman
Trustee or director, Officer
10$0$43,722$23,700
Steve WinklerPresident
Trustee or director, Officer
2$0$0$0
Whitney HufnagelPast President
Trustee or director, Officer
1$0$0$0
Charles DuginskiVice President
Trustee or director, Officer
1$0$0$0
Kirk BroussardDirector
Trustee or director
1$0$0$0
Deacon Dean CumbyDirector
Trustee or director
1$0$0$0
Reverend Aaron FosheeDirector
Trustee or director
1$0$0$0
Gary GatewoodDirector
Trustee or director
1$0$0$0
Scott HoffmanDirector
Trustee or director
1$0$0$0
John KellnDirector
Trustee or director
1$0$0$0
Thy NguyenDirector
Trustee or director
1$0$0$0
Sabrina OlayDirector
Trustee or director
1$0$0$0
3 more people on this return
NameTitleHours / weekCompensation
Joe RayDirector
Trustee or director
1$0
Marianne RooneyDirector
Trustee or director
1$0
Vincent TrottaDirector
Trustee or director
1$0
990 for the year ended June 30, 2024: 20 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Peter L de KeratryExecutive Director
Officer
20$0$232,745$36,784
David JohnsonSecretary/Treasurer
Trustee or director, Officer
5$0$107,789$24,734
Rebecca DavidAccountant
Officer
37.5$79,781$418$15,907
Most Reverend Paul CoakleyChairman
Trustee or director, Officer
10$0$43,385$23,700
Whitney HufnagelPresident
Trustee or director, Officer
1$0$0$0
Steve WinklerVice President
Trustee or director, Officer
1$0$0$0
George BrowningPast President
Trustee or director, Officer
1$0$0$0
Kirk BroussardDirector
Trustee or director
1$0$0$0
Deacon Dean CumbyDirector
Trustee or director
1$0$0$0
Charles DuginskiDirector
Trustee or director
1$0$0$0
Reverend Aaron FosheeDirector
Trustee or director
1$0$0$0
Gary GatewoodDirector
Trustee or director
1$0$0$0
Scott HoffmanDirector
Trustee or director
1$0$0$0
John KellnDirector
Trustee or director
1$0$0$0
Karen KenworthyDirector
Trustee or director
1$0$0$0
Thy NguyenDirector
Trustee or director
1$0$0$0
Sabrina OlayDirector
Trustee or director
1$0$0$0
Joe RayDirector
Trustee or director
1$0$0$0
Marianne RooneyDirector
Trustee or director
1$0$0$0
Vincent TrottaDirector
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 18 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Peter L de KeratryExecutive Director
Officer
20$0$232,086$45,884
David JohnsonSecretary/Treasurer
Trustee or director, Officer
5$0$103,718$24,139
Rebecca DavidAccountant
Officer
37.5$66,092$0$15,204
Most Reverend Paul CoakleyChairman
Trustee or director, Officer
10$0$43,612$23,418
George BrowningPresident
Trustee or director, Officer
1$0$0$0
Whitney HufnagelVice-President
Trustee or director, Officer
1$0$0$0
Daniel StithPast President
Trustee or director, Officer
1$0$0$0
Chuck DuginskiDirector
Trustee or director
1$0$0$0
Gary GatewoodDirector
Trustee or director
1$0$0$0
Father Aaron FosheeDirector
Trustee or director
1$0$0$0
John KellnDirector
Trustee or director
1$0$0$0
Karen KenworthyDirector
Trustee or director
1$0$0$0
Lori CarterDirector
Trustee or director
1$0$0$0
Louis GasbarraDirector
Trustee or director
1$0$0$0
Joe RayDirector
Trustee or director
1$0$0$0
Richard WhiteDirector
Trustee or director
1$0$0$0
Steve WinklerDirector
Trustee or director
1$0$0$0
Thy NguyenDirector
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 32180, OKLAHOMA CITY, OK 73123-0380
Principal officer (990 for 2024)
Rebecca David, PO Box 32180, Oklahoma City, OK 73123
Signed the 990
Rebecca David, Executive Director
Phone
(405) 721-5651
Return prepared by
Eide Bailly LLP

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $340,388 · revenue $940,607
  • 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.
    Expenses $3,798,186 · grants $3,798,186
  • 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.
    Expenses $88,203 · grants $88,203
  • 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.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
73-0773715
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Exempt since
1946
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$93,110,614
Income (IRS master file)
$19,339,686

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$9,945,529$5,228,625$93,110,614IRS
990-TJune 2025–––IRS
990June 2024$5,949,197$3,922,918$85,219,095IRS
990-TJune 2024–––IRS
990June 2023$5,413,090$3,394,390$76,758,680XML
990-TJune 2023–––IRS
990June 2022$9,807,383$2,126,719$72,656,929IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-0773715).

Questions about CATHOLIC FOUNDATION OF OKLAHOMA INC

What is the EIN of CATHOLIC FOUNDATION OF OKLAHOMA INC?
The employer identification number (EIN) of CATHOLIC FOUNDATION OF OKLAHOMA INC is 73-0773715.
Is CATHOLIC FOUNDATION OF OKLAHOMA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Which annual return does CATHOLIC FOUNDATION OF OKLAHOMA INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CATHOLIC FOUNDATION OF OKLAHOMA INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CATHOLIC FOUNDATION OF OKLAHOMA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CATHOLIC FOUNDATION OF OKLAHOMA INC?
The 990 for the year ended June 30, 2025 names Rebecca David.
Who are the officers and directors of CATHOLIC FOUNDATION OF OKLAHOMA INC?
The 990 for the year ended June 30, 2025 lists 18 people; 1 received compensation from the organization.
How much revenue does CATHOLIC FOUNDATION OF OKLAHOMA INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $9,945,529, expenses of $5,228,625 and total assets of $93,110,614 at year end.

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