LAKE AREA UNITED WAY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LAKE AREA UNITED WAY INC (EIN 73-0581441)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-18
- IRS object ID
- 202312309349300316
- Schema version
- 2022v5.0
- 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 | 2023-08-18T10:37:20-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731432162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 S 4TH ST | AddressLine1Txt |
| City | MUSKOGEE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 |
| 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 | 744021612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNY JAMISON | PersonNm |
| Person Title | EXECUTIVE DIR. | PersonTitleTxt |
| Phone | 9186821364 | PhoneNum |
| Signature | 2023-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNY | PersonFirstNm |
| Person Last | JAMISON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | PAUL HOOD CPA | PreparerPersonNm |
| PTIN | P00579236 | PTIN |
| Phone | 9187477000 | PhoneNum |
| Preparation | 2023-07-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNY JAMISON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 GAWF LANE | AddressLine1Txt |
| City | MUSKOGEE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $569,878 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.LAKEAREAUNITEDWAY.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| 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 | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $703,390 | PYContributionsGrantsAmt |
| CY Contributions Grants | $562,208 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,477 | PYInvestmentIncomeAmt |
| CY Investment Income | $49 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,333 | PYOtherRevenueAmt |
| CY Other Revenue | $7,621 | CYOtherRevenueAmt |
| PY Total Revenue | $718,200 | PYTotalRevenueAmt |
| CY Total Revenue | $569,878 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $288,225 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $303,753 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $93,090 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $113,975 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $90,539 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $73,170 | PYOtherExpensesAmt |
| CY Other Expenses | $146,729 | CYOtherExpensesAmt |
| PY Total Expenses | $454,485 | PYTotalExpensesAmt |
| CY Total Expenses | $564,457 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $263,715 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,421 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,271,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,235,641 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,219 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,544 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,220,031 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,187,097 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITING PEOPE AND RESOURCES TO ADVANCE THE HEALTH, EDUCATION, AND FINANCILA STABILITY OF OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | LAKE AREA UNITED WAY PROVIDES RESOURCES TO COMMUNITY AND COMMUNITY ORGANIZATIONS WITH A FOCUS ON ENHANCING EDUCATION, INCREASING INCOMES AND FINANCIAL STABILITY , AND IMPROVING HEALTH AND WELLNESS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $425,653 | ExpenseAmt |
| Grant | $303,753 | GrantAmt |
| Desc | LAKE AREA UNITED WAY PROVIDES RESOURCES TO COMMUNITY AND COMMUNITY ORGANIZATIONS WITH A FOCUS ON ENHANCING EDUCATION, INCREASING INCOMES AND FINANCIAL STABILITY, AND IMPROVING HEALTH AND WELLNESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $425,653 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $303,753 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $425,653 | 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | 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 |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | JENNY JAMISON | 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 | 744021612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|
| BRADLEY ATHERTON | |||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | |
| MINDY BAKER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| ERIN BUTLER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JUSTIN CALVERT | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| AMBER CRALL | |||||
| PAST PRESIDE | Yes (X) | $0 | $0 | $0 | |
| RON DEAN | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| ROB FRAZIER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| EARNIE GILDER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| GARY HALL | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| D'ANNE HANSON | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| STEPHEN HIGHERS | |||||
| TREASURER | Yes (X) | $0 | $0 | $0 | |
| HARVEY HILL | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JENNY JAMISON | |||||
| EXECUTIVE DI | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DYLAN LUCHT | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| TERRY MCKINNEY | |||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | |
| ROBIN ORMAN | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JENNIFER TAPIA | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| TIM THOMPSON | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| ERIC WELLS | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| LAURA WICKIZER | |||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $284,787 | FederatedCampaignsAmt |
| All Other Contributions | $277,421 | AllOtherContributionsAmt |
| Total Contributions | $562,208 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISC | 561000 | $6,208 | $6,208 |
| ADMIN FEES | $1,413 | $1,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,621 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $569,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,670 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,753 | TotalAmt |
| Program Services | $303,753 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,803 | TotalAmt |
| Program Services | $36,521 | ProgramServicesAmt |
| Management And General | $20,613 | ManagementAndGeneralAmt |
| Fundraising | $38,669 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,871 | TotalAmt |
| Program Services | $4,144 | ProgramServicesAmt |
| Management And General | $2,339 | ManagementAndGeneralAmt |
| Fundraising | $4,388 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,301 | TotalAmt |
| Program Services | $2,783 | ProgramServicesAmt |
| Management And General | $1,571 | ManagementAndGeneralAmt |
| Fundraising | $2,947 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,801 | TotalAmt |
| Program Services | $2,212 | ProgramServicesAmt |
| Management And General | $1,248 | ManagementAndGeneralAmt |
| Fundraising | $2,341 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,766 | TotalAmt |
| Program Services | $1,817 | ProgramServicesAmt |
| Management And General | $1,025 | ManagementAndGeneralAmt |
| Fundraising | $1,924 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,558 | TotalAmt |
| Program Services | $2,499 | ProgramServicesAmt |
| Management And General | $1,412 | ManagementAndGeneralAmt |
| Fundraising | $2,647 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,003 | TotalAmt |
| Program Services | $1,145 | ProgramServicesAmt |
| Management And General | $646 | ManagementAndGeneralAmt |
| Fundraising | $1,212 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500 | TotalAmt |
| Program Services | $3,240 | ProgramServicesAmt |
| Management And General | $1,829 | ManagementAndGeneralAmt |
| Fundraising | $3,431 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,722 | TotalAmt |
| Program Services | $1,038 | ProgramServicesAmt |
| Management And General | $586 | ManagementAndGeneralAmt |
| Fundraising | $1,098 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,573 | TotalAmt |
| Program Services | $2,506 | ProgramServicesAmt |
| Management And General | $1,414 | ManagementAndGeneralAmt |
| Fundraising | $2,653 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424 | TotalAmt |
| Program Services | $1,424 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL EVENTS | $60,772 | $23,167 | $13,076 | $24,529 |
| BAD DEBTS | $31,539 | $31,539 | ||
| DUES | $7,959 | $3,033 | $1,713 | $3,213 |
| REPAIRS | $3,461 | $1,319 | $745 | $1,397 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,651 | TotalAmt |
| Program Services | $3,513 | ProgramServicesAmt |
| Management And General | $48 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,457 | TotalAmt |
| Program Services | $425,653 | ProgramServicesAmt |
| Management And General | $48,265 | ManagementAndGeneralAmt |
| Fundraising | $90,539 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,753 | BOYAmt |
| EOY | $684,234 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,552 | BOYAmt |
| EOY | $226,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,723 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,542 | BOYAmt |
| EOY | $10,917 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,403 | BOYAmt |
| EOY | $313,562 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,271,250 | BOYAmt |
| EOY | $1,235,641 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,217 | BOYAmt |
| EOY | $48,544 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,219 | BOYAmt |
| EOY | $48,544 | 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 | $868,713 | BOYAmt |
| EOY | $764,891 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,318 | BOYAmt |
| EOY | $422,206 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,220,031 | BOYAmt |
| EOY | $1,187,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,271,250 | BOYAmt |
| EOY | $1,235,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,421 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$38,355 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $487,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $501,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $428,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $490,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $562,208 | CurrentTaxYearAmt |
| Total | $2,470,610 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $487,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $501,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $428,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $490,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $562,208 | CurrentTaxYearAmt |
| Total | $2,470,610 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,470,610 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$5,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,316 | CurrentTaxYearMinus2YearsAmt |
| Total | $39,336 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,509,946 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,670 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90790 | 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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,640 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,723 | DepreciationAmt |
| Book Value | $10,917 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,917 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||
| 566 N 6TH | MUSKOGEE | OK | 74401 | $25,552 | TO PROVIDE FUNDING F |
| BOYS & GIRLS CLUB OF TAHLEQUA | |||||
| 400 W MORGAN | TAHLEQUAH | OK | 74464 | $11,258 | TO PROVIDE FUNDING F |
| CASA OF MUSKOGEE | |||||
| 215 STATE STREET | MUSKOGEE | OK | 74401 | $27,638 | TO PROVIDE FUNDING F |
| CASA OF TAHLEQUAH | |||||
| 304 W KEETOOWAH ST | TAHLEQUAH | OK | 74464 | $7,988 | TO PROVIDE FUNDING F |
| GIRL SCOUTS MAGIC EMPIRE COU | |||||
| 2411 W OKMULGEE | MUSKOGEE | OK | 74401 | $6,036 | TO PROVIDE FUNDING F |
| HOPE HOUSE OF CHEROKEE COUNTY | |||||
| 1619 N VINITA AVE | TAHLEQUAH | OK | 74464 | $40,219 | TO PROVIDE FUNDING F |
| KIDS SPACE | |||||
| PO BOX 277 | MUSKOGEE | OK | 74402 | $32,655 | TO PROVIDE FUNDING F |
| LEGAL SERVICES OF OKLAHOMA | |||||
| 323 W BROADWAY | MUSKOGEE | OK | 74401 | $19,263 | TO PROVIDE FUNDING F |
| MUSKOGEE COUNTY COUNCIL OF YOUTH SE | |||||
| 4009 EUFAULA | MUSKOGEE | OK | 74403 | $19,497 | TO PROVIDE PUBLIC FU |
| UNITED METHODIST CHILDREN'S HOME | |||||
| 549 MATHIS PARK DR | TAHLEQUAH | OK | 74464 | $9,540 | TO PROVIDE PUBLIC FU |
| VOLUNTEERS OF AMERICA | |||||
| 3536 CHANDLER RD | MUSKOGEE | OK | 74403 | $14,322 | TO PROVIDE PUBLIC SE |
| WOMEN IN SAFE HOME | |||||
| 514 W MARTIN LUTHER KING ST | MUSKOGEE | OK | 74401 | $30,770 | TO PROVIDE PUBLIC FU |
| DOLLY PARTIN IMAGINATION LIBRARY | |||||
| 801 W OKMULGEE AVE | MUSKOGEE | OK | 74401 | $37,191 | TO PROVIDE PUBLIC SU |
| LEGAL SERVICES OF EASTERN OK | |||||
| 224 S MUSKOGEE AVE | TAHLEQUAH | OK | 74464 | $21,824 | TO PROVIDE PUBLIC SU |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | LAKE AREA UNITED WAY PROVIDES RESOURCES TO COMMUNITY AND COMMUNITY ORGANIZATIONS WITH A FOCUS ON ENHANCING EDUCATION, INCREASING INCOMES AND FINANCIAL STABILITY, AND IMPROVING HEALTH AND WELLNESS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE REVIEW THE EXECUTIVE DIRECTOR'S PERFORMANCE TO DET ERMINE IF SHE GETS AN INCREASE IN PAY OR ANY BONUSES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF DIRECTORS EVALUATE THE EMPLOYEES AND THEIR WORK, MAKE RECOMME NDATIONS FOR RAISES, BONUSES, CHANGE IN BENEFITS, ETC. THE BOARD VOTES FO R APPROVAL OR DENIAL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | UNREALIZED LOSS ON INVESTMENT -38,355 |
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