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Cascia Hall Foundation FY2021 filing

Tax-deductible

Tulsa, OK501(c)(3)Since 1999EducationEIN 73-1567543Revenue $1.0M in FY2021

On file with the IRS2520 S Yorktown Ave, 74114-2809 · Tulsa, OKTax-exempt since Sep 1999Supporting organization — 509(a)(3)

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To encourage gifts, bequests and other forms of contributions, invest funds and manage distributions to further the activities to and for the exclusive benefit of Cascia Hall School Corporation.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.1M a year · 69% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
28 mo
of spending, in cash
Looks good: 28.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $800
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$302K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
Spent
$380K
To programs
96%
Net assets
$11.2M
By yearFY2021–FY2025
Revenue
$1.0M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$1.0M
FY2022$1.0M
FY2023$148K
FY2024$4.3M
FY2025$1.7M
Expenses
$380K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$380K
FY2022$485K
FY2023$497K
FY2024$516K
FY2025$688K
Net assets
$11.2M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$11.2M
FY2022$10.0M
FY2023$10.8M
FY2024$11.7M
FY2025$12.9M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $365K Management & general 4% · $15K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Karen Tennery
Assistant Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Cascia Hall Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Invests funds and manages distributions to support Cascia Hall School Corporation's activities.

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Provided by the organization

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1 program · $365K · in their own filed words · FY2020
01

Investments are maintained and amounts distributed annually in accordance with the spending policies of the organization to further the activities of Cascia Hall School in Tulsa, Oklahoma.

$365Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Tijeras FoundationFY2024$800
Total grants receivedfrom 1 funder$800
Grants paid · 4 grants · $1.6M · 2020–2023
Cascia Hall School CorpFY2023$434,000
Cascia Hall School CorpFY2022$434,000
Cascia Hall School CorpFY2021$434,498
Cascia Hall School CorpFY2020$326,623

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.0M
Ln 12
Gifts and grantsLn 1h$776K
Investment incomeLn 3$245K
Other incomeLn 4–11$6K
Money outPt IX
$380K
Ln 25
Programscol B$365K
Managementcol C$15K
Owns and owesPt X
$11.2M
net assets · Ln 32
Cash and savingsLn 1–2$902K
Total assetsLn 16$11.5M
LiabilitiesLn 26$302K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$776K
Investment incomeLn 3$245K
Other incomeLn 4–11$6K
Gains on assetsLn 7$82K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
SavingsLn 2$902K
Cash and savings togetherLn 1–2$902K
InvestmentsLn 11–13$10.3M
Other assetsLn 15$38K
Total assetsLn 16$11.5M
LiabilitiesLn 26$302K
Net assetsLn 32$11.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 613
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$814K$902K
InvestmentsLn 11–13$6.5M$10.3M
Total assetsLn 16$7.6M$11.5M
LiabilitiesLn 26$324K$302K
Net assetsLn 32$7.3M$11.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$326K$326K
Management feesLn 11a$15K$15K
Investment management feesLn 11f$39K$39K
Other expenses (24a–d)Ln 24$623$623
Total functional expensesLn 25$380K$365K$15K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.7M$688K$987K$12.9M 990 PDF
FY2024 $4.3M$516K$3.8M$11.7M 990 PDF
FY2023 $148K$497K−$349K$10.8M 990 PDF
FY2022 $1.0M$485K$555K$10.0M 990 PDF
FY2021 Viewing $1.0M$380K$647K$11.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $1,026,889 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $226,947$775,865
I-9 Program service revenue$0
I-10 Investment incomePrior year −$252,656$244,659
I-11 Other revenuePrior year $16,514$6,365
I-12 Total revenuePrior year −$9,195$1,026,889
I-13 Grants and similar amounts paidPrior year $346,645$326,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $49,477$54,215
I-18 Total expensesPrior year $396,122$380,215
I-19 Revenue less expensesPrior year −$405,317$646,674
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,026,889 across 7 lines filed
VIII-1d Related organizations$600,000
VIII-1f All other contributions, gifts and grants$175,865
VIII-1h Total contributions, gifts and grants$775,865
VIII-3 Investment incomeExcluded from tax $162,893$162,893
VIII-5 RoyaltiesExcluded from tax $6,365$6,365
VIII-7 Net gain or loss on sales of assetsExcluded from tax $81,766$81,766
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $251,024$1,026,889
Part IX · Statement of functional expenses $380,215 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $326,000$326,000
IX-11a Management feesManagement $15,004$15,004
IX-11f Investment management feesPrograms $38,588$38,588
IX-24 Other expenses (24a–d)Programs $623$623
IX-25 Total functional expensesPrograms $365,211 · Management $15,004 · Fundraising $0$380,215
Part X · Balance sheet $11,504,185 assets, 10 lines filed
X-2 Savings and temporary cash investmentsStart of year $814,181$902,209
X-3 Pledges and grants receivableStart of year $151,205$237,768
X-11 Publicly traded securitiesStart of year $6,543,862$10,326,018
X-15 Other assetsStart of year $98,044$38,190
X-16 Total assetsStart of year $7,607,292$11,504,185
X-25 Other liabilitiesStart of year $248,154$301,920
X-26 Total liabilitiesStart of year $323,829$301,920
X-27 Net assets without donor restrictions$11,202,265
X-32 Total net assets or fund balancesStart of year $7,283,463$11,202,265
X-33 Total liabilities and net assetsStart of year $7,607,292$11,504,185
Part XI · Reconciliation of net assets $11,202,265 net assets at year end
XI-1 Total revenue$1,026,889
XI-2 Total expenses$380,215
XI-3 Revenue less expenses$646,674
XI-4 Net assets at start of year$7,283,463
XI-5 Net unrealized gains (losses) on investments$3,272,128
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,202,265

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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