Mission: The mission of Catholic Charities of the Archdiocese of Oklahoma City is to provide help and hope to all through the Catholic tradition of service. Since inception i ... (More)

Catholic Charities of the Archdiocese of Oklahoma City is a 501(c)(3) organization, with an IRS ruling year of 1946, and donations may or may not be tax-deductible.

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Contact Information

  https://catholiccharitiesok.org/

 1232 North Classen Blvd
Oklahoma City OK 73106 

  800-375-8514


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Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Exceptional

This charity's score is 90.44, earning it a 4-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019. More recent filing data is available, but it has not been factored into this score, due to COVID-19's effect on this organization.

View this organization’s historical ratings.

Rating update postponed due to COVID-19's impact on this organization. View Catholic Charities of the Archdiocese of Oklahoma City's response.


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Star Rated Report

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Program Expense

Program Expense Ratio

83.6%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

11.1%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

5.1%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

5.7%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.05


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

2.72 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

-17.20%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
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Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
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Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors have expressed extreme concern about the use of their personal information by charities and the desire to have this information kept confidential. The exchanging and sale of lists for telemarketing and the mass distribution of "junk mail," among other things, can be minimized if the charity assures the privacy of its donors. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Patrick Raglow, Executive Director

$119,053 (2.10% of Total Expenses)


Current CEO and Board Chair can be found in the Leadership & Adaptability report below.

Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Church, synagogue, etc (BMF activity code: 001)

School, college, trade school, etc. (BMF activity code: 030)

Hospital (BMF activity code: 150)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Subordinate - the organization is a subordinate in a group ruling. (BMF affiliation code: 9)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.


Catholic Charities of the Archdiocese of Oklahoma City reported being impacted by COVID-19 in the following ways:
  • Program Delivery


How COVID-19 impacted the organization's operations financially:

Catholic Charities was financially impacted by both the uncertainty around and the reality of the COVID pandemic. Catholic Charities conducted a campaign to raise funds to assist clients/households affected by COVID-19. The agency also applied for and received a PPP loan to assist with staff retention. Nonetheless, we anticipated revenue shortfalls and proactively trimmed program operations in our regional locations and repurposed our Holy Family Home to avoid costs and to partner with another community agency to provide services there.


How COVID-19 impacted the organization's delivery of programs:

Catholic Charities took advantage of a strong technology foundation and built upon it, allowing program services to be conducted virtually and staff to work remotely in most cases. Our virtual services were HIPAA-compliant, and many of our clients and staff found new opportunities to engage virtually. Some clients preferred face-to-face services. We modified facility hours and operations (single point of entry, sanitation stations, masking etc.) allowing safe service delivery. Only one staff-to-staff infection occurred during the period. During our winter ‘deep freeze,’ we ‘imported’ virtual case managers from agencies out of state to connect with 2,611 households affected by those storms, a new approach that will be applied to future disaster response operations. Every program and service area adapted to the new environment.


How this organization adapted to changing conditions caused by COVID-19:

Virtual connectivity with clients across every service program is one area (although services for homeless clients continued in-person). Fundraising events went virtual. Staff & board meetings were virtual or hybrid. 100% of service lines continued. We saw fewer people but helped just as many. Food demands increased markedly, esp. w/homeless services. Although we trimmed operations, all save two staff reductions were organic. Development and Financial staff intentionally kept full strength, to best position agency in a down economy. We exceeded every funding goal (albeit some lowered). We went from processing 60 to nearly 120 grants during the period, so while our ‘Admin-to-Operations’ ratio changed, it proved prescient as we are primed for future growth. With expanded federal/state funding sources, there is growth opportunity for Catholic Charities' programs, especially in immigration/refugee services, homeless aid, family support and affordable housing.


Innovations the organization intends to continue permanently after the pandemic:

Virtual connectivity will always complement all of our service and staff functions. Work-from-home flexibility where appropriate for staff. Board and other meetings will retain hybrid live/virtual capacity. We are better positioned to access dollars to our agency or for our clients. We recently launched a HOPE ChatBot to allow psycho-social-emotional support free of charge to all users across our service delivery area that will provide preventive access to mental health support, along with referral to live crisis counselors should the need manifest.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
7/1/20202019 90.44
3/1/20202018 90.71
2/1/20202018 86.19

This organization received multiple star ratings within this fiscal year, due to an update to it's Accountability and Transparency data and/or the receipt of an amended Form 990.

8/1/20182017 90.76
9/1/20172016 93.32
12/1/20162015 94.07
6/1/20162014 92.02
Rating Version: 2.0
12/22/20152014 92.13
12/22/20142013 97.09
9/1/20132012 88.61
8/1/20122011 86.89
7/1/20122011 83.64
5/1/20122010 91.03
9/20/20112010 80.69
Rating Version: 1.0
12/22/20102009 93.91
11/1/20092008 96.51
10/1/20082007 90.62
6/1/20072006 92.84
7/1/20062005 89.52
2/1/20062004 88.90
2/1/20052003 78.56

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Catholic Charities of the Archdiocese of Oklahoma City cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Catholic Charities of the Archdiocese of Oklahoma City? Join the waitlist for an updated Impact & Results score.


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Additional Information

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Largest Programs

Largest Programs



Catholic Charities of the Archdiocese of Oklahoma City reported its three largest programs on its FY 2020 Form 990 as:


$1,333,650

Spent in most recent FY

26%

Percent of program expenses


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 TOALLE ... (More)


$1,482,368

Spent in most recent FY

29%

Percent of program expenses


FAMILY SUPPORT SERVICES -EMERGENCY RENT AND UTILITY ASSISTANCE- PROVIDES LIMITED FINANCIAL ASSISTANCE FOR RENT AND UTILITY BILLS TOFAMILIES STRUGGLING TO ACHIEVE SELF-SUFFICIENCY. ONCE APPROVED FOR AS ... (More)


$320,798

Spent in most recent FY

6%

Percent of program expenses


ST. JOSEPH'S COUNSELING, EDUCATION AND OUTREACH PROVIDES PROFESSIONAL, FAMILY-STRENGTHENING COUNSELING AND RELATED SERVICES TO INDIVIDUALS, COUPLES, FAMILIES AND CATHOLIC SCHOOL STAFF/STUDENTS WHO ARE ... (More)


...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Catholic Charities of the Archdiocese of Oklahoma City is a passing score. This score has no effect on the organization's Star Rating.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


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Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


Guided by Catholic teaching, Catholic Charities of the Archdiocese of Oklahoma City 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 across Central and Western Oklahoma.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


To build a society in which the dignity of all is celebrated, lives are transformed, and families can flourish. Our agency recently completed a program service review and then a new strategic plan which incorporates lessons learned from the pandemic and which will guide future growth. Leveraging our community credibility, we will collaborate with other organizations to achieve community outcomes without having to ‘own’ the program. Two areas highlight this: Respite Shelter collaboration allowing hospitals to discharge indigent patients to our respite shelter with great cost-avoidance by our medical providers and a non-donor/non-governmental funding stream to sustain. Second is an Oklahoma Employment and Training Alliance (OKETA.org) to bring social service agencies, employers, training institutions and clients together to fill area vacancies. Another growth area is affordable housing, desperately needed and towards which Catholic Charities can provide leadership.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Refine current program services to transformatively address community needs, create systemic process for more efficient services, expand into affordable housing as opportunities arise.

Goal Type: Focus on core programs to achieve mission and scale back on programs not seen as core.


Goal Two: Intentionally incorporate diverse insights upon a firm Catholic foundation, build/clarify governing role of Board of Directors, expand volunteers, create/sustain agency professional development plan.

Goal Type: Invest in the capacity of our organization (financial, management, technical, etc.).


Goal Three: Assess means for consistent self-evaluation/review,develop agency-wide processes, build intentional community and transparency into all areas of operations, utilize technology to streamline services.

Goal Type: Invest in the capacity of our organization (financial, management, technical, etc.).


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

Catholic Charities sent a Board President, the Executive Director and two staff members to the recent Catholic Charities USA Annual Gathering. We have a robust and varied training program that utilizes group reading (i.e., Rising Hope by Chan Hellman et al) and discussion to more formal guest presentations (Bridges out of Poverty, Multi-Cultural service lessons, etc.) Individual departments are encouraged to recommend staff for opportunities such as Leadership Norman. We actively participate in Chamber workshops, Association of Fundraising Professionals, United Way and various foundation workshops and more. Staff development is a key tenet of our recently developed strategic plan. Training sessions are offered at individual, team and agency level. Staff are encouraged to seek training to benefit their personal growth and agency performance.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

What are this organization’s external mobilizaton efforts?

Catholic Charities leverages our United Way, Chamber, Rotary Club, Catholic, OK Center for Nonprofits and other partnerships to advance community objectives. Recently in collaboration with our state and community partners, agreed to resettle the highest per capita in the nation Afghan allies into our community—1,800 individuals, third largest nationally thus far in raw numbers. We can only do this by relying on partnerships developed and sustained over the years. Affordable Housing is another example: Catholic Charities is crafting a contract template that can be used by any city/municipality/county jurisdiction in partnership with a local non-profit to commit American Rescue Plan Act dollars to building affordable housing in their communities. We could just do this ourselves, but we have the wherewithal to craft and disseminate this template to benefit communities/organizations across the state. Previously mentioned are the Respite Shelter and the employment and training alliance.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


Catholic Charities was by no means the only organization that had to adapt. But we are exceptionally proud of how we have done so. The first thing we did was prudently assess our new environment and proactively take action to reduce expenditures—preparing for the worst. We made an intentional decision to fully retain Development and Finance personnel because we believed these assets would be needed to successfully drive us through and to the other side of this pandemic. Our success validates this decision. Based on our Program Services Review we repurposed our Holy Family Home which will continue to well serve the community in partnership with another organization while avoiding costs of $500,000 per year. Our new strategic plan looks to increasing our role in affordable housing both as an individual player and in collaboration with others. We are expanding our ability to access federal/state/local resources for the good of our clients, which does not necessarily mean securing those funds directly to Catholic Charities. Our approach to resettling Afghan Refugees has been dubbed the ‘Oklahoma Model’ by White House staff which aims to encourage its adoption by other states.

Source: Nonprofit submitted responses

Additional Information

Unscored

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Organization Leadership

Organization Leadership


Patrick J. Raglow

Executive Director

Most Reverend Paul S. Coakley

Chairman

...   Culture & Community


This score provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. When organizations listen to constituents, they are able to better deliver on programs and meet the needs of stakeholders. A future version of this Beacon will also assess an organization's people operations and its Diversity, Equity and Inclusion (DEI) metrics.


Culture & Community Score

Not Currently Scored

Catholic Charities of the Archdiocese of Oklahoma City is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback data. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


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Culture & Community Report

Unscored

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Constituent Feedback

Constituent Feedback


Constituent Feedback and Listening Practice data are not available for this organization. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.


Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective. We award every nonprofit that completes the Candid survey full credit for this Beacon, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. Although the data is not evaluated for quality at this time, future iterations of this Beacon will include third party or other data that will serve to validate the information provided by the nonprofit.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Our partnership with Feedback Labs and Guidestar by Candid, and other partners including Fund for Shared Insight, GlobalGiving, and Keystone Accountability, enables us to launch the first version of this beacon with Constituent Feedback information collected on Candid's site.


Feedback practices have been shown to support better Diversity, Equity, and Inclusion outcomes, an essential area of assessment that we intend to further expand and develop in the future. Feedback Labs has documented several studies which indicate that beyond achieving organizational goals, nonprofits that are attentive and responsive to concerns and ideas raised by beneficiaries establish stronger relationships with the people they serve, promote greater equity, and empower constituents in ways that can help to ensure better long-term outcomes. You can find resources to help nonprofits improve their feedback practices here.

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