Catholic Foundation of Oklahoma Inc (EIN 730773715) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

Rebecca David

Phone

4057215651

Tax Period

2024-07-01 to 2025-06-30

Catholic Foundation of Oklahoma Inc, founded in 1965, is a community nonprofit in the Religion sector that reported $9.9M in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.7M, a strong 47% operating margin.

Mission

Steward of charitable funds that provide resources to parishes and other ministries.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,262,141

Program Service Revenue $940,607

Investment Income $1,243,300

Other Revenue $499,481

TOTAL REVENUE $9,945,529

Expense Breakdown

Grants Paid $3,886,389

Salaries & Benefits $549,856

Fundraising Expenses $207,243

Program Expenses $4,226,777

Other Expenses $792,380

TOTAL EXPENSES $5,228,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,945,529	$5,949,197	+0.7%
Expenses	$5,228,625	$3,922,918	+0.3%
Net Income	$4,716,904	$2,026,279	+1.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$502,785

Total Directors

$173,945

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter L de Keratry	Executive Director (Until 10/2024)	18.80	Officer	$0	$25,169	$229,021
Brian McQuade	Secretary/Treasurer	15.00	Officer Director	$0	$18,003	$106,523
Rebecca David	Interim Executive Director	37.50	Officer	$80,199	$19,620	$99,819
Most Reverend Paul Coakley	Chairman	10.00	Officer Director	$0	$23,700	$67,422
Steve Winkler	President	2.00	Officer Director	$0	$0	$0
Whitney Hufnagel	Past President	1.00	Officer Director	$0	$0	$0
Charles Duginski	Vice President	1.00	Officer Director	$0	$0	$0
Kirk Broussard	Director	1.00	Director	$0	$0	$0
Deacon Dean Cumby	Director	1.00	Director	$0	$0	$0
Reverend Aaron Foshee	Director	1.00	Director	$0	$0	$0
Gary Gatewood	Director	1.00	Director	$0	$0	$0
Scott Hoffman	Director	1.00	Director	$0	$0	$0
John Kelln	Director	1.00	Director	$0	$0	$0
Thy Nguyen	Director	1.00	Director	$0	$0	$0
Sabrina Olay	Director	1.00	Director	$0	$0	$0
Joe Ray	Director	1.00	Director	$0	$0	$0
Marianne Rooney	Director	1.00	Director	$0	$0	$0
Vincent Trotta	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$9,945,529	$5,228,625	$93,110,614	$4,716,904
2024	No data	No data	No data	No data
2023	$5,413,090	$3,394,390	$76,758,680	$2,018,700
2022	$9,807,383	$2,126,719	$72,656,929	$7,680,664
2021	$6,647,191	$2,055,187	$82,819,268	$4,592,004
2020	$3,957,421	$1,769,583	$68,003,383	$2,187,838
2019	$1,396,928	$1,040,731	$69,829,520	$356,197
2018	$2,492,409	$1,077,876	$67,546,116	$1,414,533

Catholic Foundation of Oklahoma Inc