LAKE AREA UNITED WAY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAKE AREA UNITED WAY INC (EIN 73-0581441)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-30
- IRS object ID
- 202432129349300118
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-30T10:09:41-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731589604 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT ST PIERRE CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1113 NORTH SECOND ST | AddressLine1Txt |
| City | Stilwell | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730581441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE AREA UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1612 | AddressLine1Txt |
| City | MUSKOGEE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM JAQUEZ | PersonNm |
| Person Title | EXECUTIVE DIREC | PersonTitleTxt |
| Phone | 9186821364 | PhoneNum |
| Signature | 2024-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SYDNEY KIMBLE | PreparerPersonNm |
| PTIN | P02532950 | PTIN |
| Phone | 9186964983 | PhoneNum |
| Preparation | 2024-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN HIGHERS | PrincipalOfficerNm |
| Gross Receipts | $465,178 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAKEAREAUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | UNITING PEOPLE AND RESOURCES TO ADVANCE THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF OUR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $563,624 | PYContributionsGrantsAmt |
| CY Contributions Grants | $427,859 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,319 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,205 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $569,878 | PYTotalRevenueAmt |
| CY Total Revenue | $465,178 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $303,753 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $307,978 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $113,975 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $132,085 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $76,405 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $146,728 | PYOtherExpensesAmt |
| CY Other Expenses | $77,043 | CYOtherExpensesAmt |
| PY Total Expenses | $564,456 | PYTotalExpensesAmt |
| CY Total Expenses | $517,106 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,422 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$51,928 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,235,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,175,006 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $148,417 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,187,100 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,026,589 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNITING PEOPLE AND RESOURCES TO ADVANCE THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $399,633 | ExpenseAmt |
| Desc | PROVIDING A BETTER AND SAFER LIFE FOR THE CITIZENS OF MUSKOGEE BY PROMOTING PROGRAMS AND OPPORTUNITIES THAT BUILD A BETTER COMMUNITY WITH THE ASSISTANCE OF EXISTING AGENCIES AND ENTITIES THAT ARE PRESENTLY OPERATING IN THAT CAPACITY. | Desc |
| Total Program Service Expenses | $399,633 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM JAQUEZ | PersonNm |
| Phone | 9186821364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1612 | AddressLine1Txt |
| City | MUSKOGEE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| KIM JAQUEZ | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $60,637 | $0 | $0 | ||
| MINDY BAKER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| EARNIE GILDER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIN BUTLER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ROB FRAZIER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBIN ORMAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BRYON BRUST | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| KIMBERLY WILLIAMS | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CAMERIN FITE-JAMES | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| TYJUAN WALKER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| GARY HALL | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| AMBER CRALL | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| HARVEY HILL | ||||||||
| BOARD MEMBERPAST PRESIDENT | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| TIFFANY KILLER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MICKEY DUNCAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DANNE HANSON | ||||||||
| VICE PRESIDENT | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN HIGHERS | ||||||||
| PRESIDENT | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIC WELLS | ||||||||
| TREASURER | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JUSTIN CALVERT | ||||||||
| SECRETARY | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $60,637 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $375,915 | FederatedCampaignsAmt |
| All Other Contributions | $51,944 | AllOtherContributionsAmt |
| Total Contributions | $427,859 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,319 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,319 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $465,178 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,319 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,978 | TotalAmt |
| Program Services | $307,978 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,424 | TotalAmt |
| Program Services | $42,898 | ProgramServicesAmt |
| Management And General | $23,956 | ManagementAndGeneralAmt |
| Fundraising | $44,570 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,170 | TotalAmt |
| Program Services | $4,685 | ProgramServicesAmt |
| Management And General | $2,617 | ManagementAndGeneralAmt |
| Fundraising | $4,868 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,491 | TotalAmt |
| Program Services | $3,269 | ProgramServicesAmt |
| Management And General | $1,826 | ManagementAndGeneralAmt |
| Fundraising | $3,396 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,700 | TotalAmt |
| Program Services | $2,195 | ProgramServicesAmt |
| Management And General | $1,225 | ManagementAndGeneralAmt |
| Fundraising | $2,280 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,287 | TotalAmt |
| Program Services | $880 | ProgramServicesAmt |
| Management And General | $492 | ManagementAndGeneralAmt |
| Fundraising | $915 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435 | TotalAmt |
| Program Services | $167 | ProgramServicesAmt |
| Management And General | $94 | ManagementAndGeneralAmt |
| Fundraising | $174 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,702 | TotalAmt |
| Program Services | $2,965 | ProgramServicesAmt |
| Management And General | $1,656 | ManagementAndGeneralAmt |
| Fundraising | $3,081 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,541 | TotalAmt |
| Program Services | $978 | ProgramServicesAmt |
| Management And General | $547 | ManagementAndGeneralAmt |
| Fundraising | $1,016 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,968 | TotalAmt |
| Program Services | $1,528 | ProgramServicesAmt |
| Management And General | $852 | ManagementAndGeneralAmt |
| Fundraising | $1,588 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778 | TotalAmt |
| Program Services | $685 | ProgramServicesAmt |
| Management And General | $382 | ManagementAndGeneralAmt |
| Fundraising | $711 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,497 | TotalAmt |
| Program Services | $4,041 | ProgramServicesAmt |
| Management And General | $2,257 | ManagementAndGeneralAmt |
| Fundraising | $4,199 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198 | TotalAmt |
| Program Services | $76 | ProgramServicesAmt |
| Management And General | $43 | ManagementAndGeneralAmt |
| Fundraising | $79 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL EVENTS | $7,228 | $2,783 | $1,554 | $2,891 |
| MEMBERSHIP & DUES | $8,885 | $3,421 | $1,910 | $3,554 |
| TELEPHONE | $4,279 | $1,648 | $920 | $1,711 |
| REPAIRS & MAINTENANCE | $1,390 | $535 | $299 | $556 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,155 | TotalAmt |
| Program Services | $18,901 | ProgramServicesAmt |
| Management And General | $438 | ManagementAndGeneralAmt |
| Fundraising | $816 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,106 | TotalAmt |
| Program Services | $399,633 | ProgramServicesAmt |
| Management And General | $41,068 | ManagementAndGeneralAmt |
| Fundraising | $76,405 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $684,234 | BOYAmt |
| EOY | $537,375 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $76,632 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,928 | BOYAmt |
| EOY | $169,785 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $82,593 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,307 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,916 | BOYAmt |
| EOY | $13,286 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,562 | BOYAmt |
| EOY | $377,496 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,235,640 | BOYAmt |
| EOY | $1,175,006 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,663 | BOYAmt |
| EOY | $547 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,781 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,877 | BOYAmt |
| EOY | $142,089 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,540 | BOYAmt |
| EOY | $148,417 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,893 | BOYAmt |
| EOY | $1,026,589 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,207 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,100 | BOYAmt |
| EOY | $1,026,589 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,235,640 | BOYAmt |
| EOY | $1,175,006 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$51,928 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$108,583 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $501,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $428,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $490,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $562,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $426,543 | CurrentTaxYearAmt |
| Total | $2,409,736 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $501,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $428,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $490,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $562,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $426,543 | CurrentTaxYearAmt |
| Total | $2,409,736 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,409,736 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $37,319 | CurrentTaxYearAmt |
| Total | $82,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,492,278 | TotalSupportAmt |
| Public Support CY170 | 0.96690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98430 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $22,826 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $19,710 | DepreciationAmt |
| Book Value | $3,116 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $59,767 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $49,597 | DepreciationAmt |
| Book Value | $10,170 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,286 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED COMPENSATED ABSENCES | $1,698 |
| PAYROLL LIABILITIES | $2,470 |
| GRANT ALLOCATIONS PAYABLE | $137,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $142,089 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $465,178 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $465,178 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $465,178 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $517,106 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $517,106 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $517,106 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 566 N 6TH | MUSKOGEE | OK | 74401 | $21,502 | FMV | TO PROVIDE FUNDING FOR ORG PURPOSE |
| BOYS & GIRLS CLUB OF TAHLEQUAH INC | ||||||
| 400 W MORGAN | TAHLEQUAH | OK | 74464 | $9,998 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| CASA OF MUSKOGEE | ||||||
| 215 STATE ST | MUSKOGEE | OK | 74401 | $26,050 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| CASA OF TAHLEQUAH | ||||||
| 304 W KEETOOWAH ST | TAHLEQUAH | OK | 74464 | $7,546 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| GIRL SCOUTS OF EASTERN OKLAHOMA | ||||||
| 2411 W OKMULGEE | MUSKOGEE | OK | 74401 | $5,002 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| KELLY B TODD CP & NEUROMUSCULAR CE | ||||||
| 1111 N 36TH ST | MUSKOGEE | OK | 74401 | $39,002 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| KIDS SPACE | ||||||
| PO BOX 277 | MUSKOGEE | OK | 74402 | $30,000 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| DOLLY PARTON IMAGINATION LIBRARY | ||||||
| 801 W OKMULGEE AVE | MUSKOGEE | OK | 74401 | $24,998 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| LEGAL AID SERVICES OF OKLAHOMA | ||||||
| 323 W BROADWAY | MUSKOGEE | OK | 74401 | $19,000 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| LEGAL SERVICES OF EASTERN OK | ||||||
| 224 S MUSKOGEE AVE | TAHLEQUAH | OK | 74464 | $20,000 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| MUSKOGEE CO COUNCIL OF YOUTH SERVIC | ||||||
| 4009 EUFALA | MUSKOGEE | OK | 74403 | $19,000 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| OK UNITED METHODIST CIRCLE OF CARE | ||||||
| 549 MATHIS PARK DR | TAHLEQUAH | OK | 74464 | $9,998 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| RISE | ||||||
| 3900 CHANDLER RD | MUSKOGEE | OK | 74403 | $9,500 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| VOLUNTEERS OF AMERICA | ||||||
| 3536 CHANDLER RD | MUSKOGEE | OK | 74403 | $14,154 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| WOMEN IN SAEE HOME | ||||||
| 514 W MARTIN LUTHER KING ST | MUSKOGEE | OK | 74401 | $27,494 | TO PROVIDE FUNDING FOR ORG PURPOSE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | ORGANIZATIONS BOARD PERFORMS A REVIEW OF THE FORM 990 PRIOR TO FILING. |
| Conflict of interest policy compliance Part VI line 12c | BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICT ON MATTERS THAT THE BOARD IS VOTING ON. |
| CEO executive director top management comp Part VI line 15a | THE EXECUTIVE DIRECTORS COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF DIRECTORS. |
| Other officer or key employee compensation Part VI line 15b | THE EXECUTIVE DIRECTOR HIRES, SUPERVISES, AND EVALUATES COMPENSATION FOR ALL OTHER EMPLOYEES. |
| Form 990 availability to public Part VI line 18 | AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Governing documents etc available to public Part VI line 19 | AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATIONS MAIN OFFICE. ALSO POSTED ON THE ORGANIZATIONS WEBSITE. |
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