TULSA AREA UNITED WAY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TULSA AREA UNITED WAY (EIN 73-0580283)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-11
- IRS object ID
- 202231929349300818
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-11T10:08:34-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 SOUTH UTICA PL SUITE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730580283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA AREA UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TULS | BusinessNameControlTxt |
| Phone | 9185837171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 SOUTH BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISON ANTHONY | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 9185837171 | PhoneNum |
| Signature | 2022-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALISON | PersonFirstNm |
| Person Last | ANTHONY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOU ANN GIBSON | PreparerPersonNm |
| PTIN | P00405855 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2022-06-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALISON ANTHONY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 SOUTH BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,847,164 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TAUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 8441 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,298,659 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,738,059 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $202,951 | PYInvestmentIncomeAmt |
| CY Investment Income | $296,487 | CYInvestmentIncomeAmt |
| PY Other Revenue | $63,879 | PYOtherRevenueAmt |
| CY Other Revenue | $60,335 | CYOtherRevenueAmt |
| PY Total Revenue | $25,565,489 | PYTotalRevenueAmt |
| CY Total Revenue | $26,094,881 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,391,625 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,592,766 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,923,865 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,943,920 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,038,039 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,262,222 | PYOtherExpensesAmt |
| CY Other Expenses | $1,295,095 | CYOtherExpensesAmt |
| PY Total Expenses | $25,577,712 | PYTotalExpensesAmt |
| CY Total Expenses | $25,831,781 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,223 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $263,100 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,870,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,352,626 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,774,744 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,849,360 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,096,082 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,503,266 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,770,318 | ExpenseAmt |
| Grant | $8,103,922 | GrantAmt |
| Desc | HEALTH/SAFETY: OKLAHOMA'S HEALTH STATUS INDICATORS ARE AMONG THE WORST IN THE NATION. THE STATE HAS A HIGH PREVALENCE OF CARDIOVASCULAR DISEASE, DIABETES, OBESITY, STROKE, LOWER RESPIRATORY DISEASE, ADDICTION, TEEN PREGNANCY AND INFANT MORTALITY. THE STATE RANKS POORLY IN PREVENTABLE HOSPITALIZATIONS DUE TO A LACK OF HEALTHCARE ACCESS AND HEALTH INSURANCE. TULSA AREA UNITED WAY INVESTS IN SOCIAL SERVICE AGENCIES AND HEALTHCARE PROVIDERS THAT WORK TO IMPROVE THESE INDICATORS THROUGH DIRECT SERVICE TO CLIENTS AND EDUCATIONS PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES. TULSA AREA UNITED WAY SUPPORTS PROGRAMS THAT PROVIDE SERVICES FOR PHYSICAL HEALTH, MENTAL AND BEHAVIORAL HEALTH, INDIVIDUALS WITH DISABILITIES, DOMESTIC VIOLENCE AND CHILD ABUSE. IT ALSO SUPPORTS AGENCIES THAT PROVIDE SAFETY AND DISASTER RESPONSE SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,261,551 | ExpenseAmt |
| Grant | $5,785,779 | GrantAmt |
| Desc | EDUCATION: THE NUMBER ONE RESOURCE FOR ANY CITY IS AN EDUCATED POPULATION. CITIES THAT INVEST IN EDUCATION ARE BETTER EQUIPPED TO DRIVE SUSTAINABLE ECONOMIC GROWTH. TULSA AREA UNITED WAY SUPPORTS THE EDUCATION OF ITS CICZENS THROUGH FORMAL AND INFORMAL EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS AT ALL LEVELS OF ABILITY. IT INVESTS IN EARLY CHILDHOOD PROGRAMS THAT REMOVE EDUCATIONAL BARRIERS FOR VULNERABLE POPULATIONS, PRIMARY AND SECONDARY PROGRAMS THAT SUPPLEMENT CLASSROOM LEARNING AND INCREASE GRADUATION RATES, AND POST-SECONDARY INSTITUTIONS THAT PROVIDE ACCESS TO ALL OUTSIDE THE FORMAL CLASSROOM. TULSA AREA UNITED WAY INVESTS IN PROGRAMS THAT INCREASE LITERACY, EMPHASIZE EXCELLENCE, AND PROVIDE PATHWAYS TO ACHIEVEMENT FOR AT-RISK YOUTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,701,743 | ExpenseAmt |
| Grant | $5,268,507 | GrantAmt |
| Desc | FINANCIAL STABILITY: STRESSFUL ECONOMIC CONDITIONS THAT INCREASE THE NUMBER OF PEOPLE FACING JOB LOSS, FOOD INSECURITY, NEAR OR FULL HOMELESSNESS, AND LEGAL CHALLENGES. TULSA AREA UNITED WAY FUNDS AGENCIES THAT PROVIDE BASIC NEEDS SUCH AS FOOD, CLOTHING, RENT, UTILITIES, AND SHELTER FOR INDIVIDUALS AND FAMILIES. TULSA AREA UNITED WAY INVESTS IN AGENCIES THAT PROVIDE JOB TRAINING AND PLACEMENT, FINANCIAL EDUCATION AND LEGAL AID SERVICES FOR UNDERREPRESENTED AND AT-RISK POPULATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,862,294 | ExpenseAmt |
| Grant | $2,434,558 | GrantAmt |
| Desc | INNOVATION GRANTS, ROGERS COUNTY, COMBINED STATE DESIGNATIONS, OTHER DESIGNATIONS, OTHER SPECIAL GRANTS, COLLABORATIVE FUNDING, CAPACITY BUILDING, CAPACITY BUILDING - AGENCY CONTRACT WORK, CAPACITY BUILDING - BRIDGE FUNDING | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,862,294 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,434,558 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $22,595,906 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLA MEYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9185837171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 SOUTH BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LAWHORN CARON | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHNSON KIMBERLY | |||||||
| VICE-CHAIR | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LYONS TIM | |||||||
| CHAIR ELECT | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| RUIZ YOBANA | |||||||
| SECRETARY | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MCLAUGHLIN ROSS | |||||||
| TREASURER | 0.75 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAVANAH KEVIN | |||||||
| ETHICS OFFICER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| PETERSEN FRAUKE | |||||||
| ASSISTANT TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BREWER KAYE | |||||||
| DIRECTOR-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CHANDLER JOHN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CRAFT JW | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CRENSHAW SUSAN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CUNNINGHAM JOE | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| DEVORE ROBYN | |||||||
| DIRECTOR | 0.75 | Yes (X) | $0 | $0 | $0 | ||
| DOWNING BETH | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| GIST DEBORAH | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| GOODSON LEIGH | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| GRAHAM MARK | |||||||
| EX OFFICIO | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| HAIR CARA | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| HARDIN TRACY | |||||||
| DIRECTOR-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| HAYNIE RYAN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| HAYS KIRK | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| HEWITT JOHN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| HONEL LARRY | |||||||
| DIRECTOR-AT-LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HUGHES ALANA | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JACKSON BETSY | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| KEITH KAREN | |||||||
| DIRECTOR-AT-LARGE | 15.00 | Yes (X) | $0 | $0 | $0 | ||
| MAGUFFE BRENDON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MARTINOVICH ROB | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MATHEWS KEVIN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MCGREW BOB | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MCLARTY LISA | |||||||
| DIRECTOR | 0.75 | Yes (X) | $0 | $0 | $0 | ||
| PIPESTEM BRENDA | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RATCLIFF LARERONITA | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| REYES KRYSTAL | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN SCOTT | |||||||
| DIRECTOR-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ROLLMAN CARRIE | |||||||
| DIRECTOR-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SCHAUB JOANN | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| SCHUMANN JOHN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| SIEGFRIED BAILEY | |||||||
| DIRECTOR-AT-LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SHAW LORI | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SIMMONS PEGGY | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| VAN HANKEN ANNIE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VANN KEVIN | |||||||
| DIRECTOR-AT-LARGE | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY ALISON | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $303,463 | $0 | $48,759 | |
| BOGLE MELISSA | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| REDMAN MICHAEL | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| WALDEN ALLISON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| HELLER BERNIE | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MEYER CARLA | |||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | Yes (X) | $131,498 | $0 | $35,386 | ||
| QUALLS CYNTHIA | |||||||
| CHIEF RESOURCE DEVELOPMENT OFFICER | 40.00 | $123,311 | $0 | $18,083 | Yes (X) | ||
| SADLER BRENT | |||||||
| CHIEF COMMUNITY INVESTMENTS OFFICER | 40.00 | $115,721 | $0 | $33,964 | Yes (X) | ||
| HEMME KRISTA | |||||||
| CHIEF MARKETING OFFICER | 40.00 | $111,363 | $0 | $22,337 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $785,356 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $158,529 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $12,104 | GovernmentGrantsAmt |
| All Other Contributions | $25,725,955 | AllOtherContributionsAmt |
| Noncash Contributions | $254,619 | NoncashContributionsAmt |
| Total Contributions | $25,738,059 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,935 | TotalRevenueColumnAmt |
| Exclusion | $74,935 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,837,601 | SecuritiesAmt |
| Other | $136,234 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,751,895 | SecuritiesAmt |
| Other | $388 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,706 | SecuritiesAmt |
| Other | $135,846 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,552 | TotalRevenueColumnAmt |
| Exclusion | $221,552 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $60,335 | TotalRevenueColumnAmt |
| Exclusion | $60,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $60,335 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,094,881 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $356,822 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,592,766 | TotalAmt |
| Program Services | $21,592,766 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,105 | TotalAmt |
| Program Services | $129,776 | ProgramServicesAmt |
| Management And General | $129,776 | ManagementAndGeneralAmt |
| Fundraising | $259,553 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,795,507 | TotalAmt |
| Program Services | $502,692 | ProgramServicesAmt |
| Management And General | $419,155 | ManagementAndGeneralAmt |
| Fundraising | $873,660 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,801 | TotalAmt |
| Program Services | $30,030 | ProgramServicesAmt |
| Management And General | $27,400 | ManagementAndGeneralAmt |
| Fundraising | $64,371 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,348 | TotalAmt |
| Program Services | $76,014 | ProgramServicesAmt |
| Management And General | $86,419 | ManagementAndGeneralAmt |
| Fundraising | $167,915 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,159 | TotalAmt |
| Program Services | $44,247 | ProgramServicesAmt |
| Management And General | $50,186 | ManagementAndGeneralAmt |
| Fundraising | $82,726 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,606 | TotalAmt |
| Management And General | $99,606 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,692 | TotalAmt |
| Management And General | $10,692 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,604 | TotalAmt |
| Program Services | $45,923 | ProgramServicesAmt |
| Fundraising | $81,681 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,333 | TotalAmt |
| Program Services | $110 | ProgramServicesAmt |
| Management And General | $543 | ManagementAndGeneralAmt |
| Fundraising | $85,680 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,720 | TotalAmt |
| Program Services | $1,357 | ProgramServicesAmt |
| Management And General | $14,380 | ManagementAndGeneralAmt |
| Fundraising | $15,983 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,402 | TotalAmt |
| Program Services | $7,555 | ProgramServicesAmt |
| Management And General | $64,736 | ManagementAndGeneralAmt |
| Fundraising | $25,111 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,764 | TotalAmt |
| Program Services | $27,500 | ProgramServicesAmt |
| Management And General | $10,936 | ManagementAndGeneralAmt |
| Fundraising | $60,328 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,768 | TotalAmt |
| Program Services | $164 | ProgramServicesAmt |
| Management And General | $8,822 | ManagementAndGeneralAmt |
| Fundraising | $4,782 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,666 | TotalAmt |
| Program Services | $225 | ProgramServicesAmt |
| Management And General | $1,591 | ManagementAndGeneralAmt |
| Fundraising | $1,850 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,530 | TotalAmt |
| Program Services | $93,967 | ProgramServicesAmt |
| Management And General | $129,205 | ManagementAndGeneralAmt |
| Fundraising | $168,358 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,615 | TotalAmt |
| Program Services | $21,708 | ProgramServicesAmt |
| Management And General | $25,676 | ManagementAndGeneralAmt |
| Fundraising | $47,231 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $110,231 | $5,427 | $66,388 | $38,416 |
| SPECIAL AWARDS | $64,437 | $3,057 | $9,110 | $52,270 |
| SUBSCRIPTIONS | $43,807 | $13,317 | $22,496 | $7,994 |
| EQUIMENT SERVICE CONTRA | $20,920 | $71 | $20,719 | $130 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,831,781 | TotalAmt |
| Program Services | $22,595,906 | ProgramServicesAmt |
| Management And General | $1,197,836 | ManagementAndGeneralAmt |
| Fundraising | $2,038,039 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,130 | BOYAmt |
| EOY | $436,040 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,246,171 | BOYAmt |
| EOY | $9,856,829 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,001,581 | BOYAmt |
| EOY | $15,796,559 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,549 | BOYAmt |
| EOY | $71,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,576,871 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,011,589 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,757 | BOYAmt |
| EOY | $565,282 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,888,792 | BOYAmt |
| EOY | $2,065,611 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,922,846 | BOYAmt |
| EOY | $9,561,244 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,870,826 | BOYAmt |
| EOY | $38,352,626 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,626 | BOYAmt |
| EOY | $120,391 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,613,118 | BOYAmt |
| EOY | $19,728,969 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,774,744 | BOYAmt |
| EOY | $19,849,360 | 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 | $13,109,297 | BOYAmt |
| EOY | $12,752,398 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,986,785 | BOYAmt |
| EOY | $5,750,868 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,096,082 | BOYAmt |
| EOY | $18,503,266 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,870,826 | BOYAmt |
| EOY | $38,352,626 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $263,100 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $144,084 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $24,786,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,755,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,002,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,298,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,738,059 | CurrentTaxYearAmt |
| Total | $126,580,509 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,786,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,755,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,002,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,298,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,738,059 | CurrentTaxYearAmt |
| Total | $126,580,509 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,952,922 | SubstantialContributorsTotAmt |
| Public Support Total170 | $101,627,587 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $166,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $293,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,935 | CurrentTaxYearAmt |
| Total | $840,313 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,335 | CurrentTaxYearAmt |
| Total | $308,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $127,728,923 | TotalSupportAmt |
| Public Support CY170 | 0.79570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83760 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,959,755 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $262,678 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,000 | OtherExpendituresAmt |
| Administrative Expenses | $10,692 | AdministrativeExpensesAmt |
| End Year Balance | $2,137,741 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,726,783 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $242,073 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,101 | AdministrativeExpensesAmt |
| End Year Balance | $1,959,755 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,492,829 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $309,450 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $67,000 | OtherExpendituresAmt |
| Administrative Expenses | $8,496 | AdministrativeExpensesAmt |
| End Year Balance | $1,726,783 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,635,769 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$79,560 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $55,000 | OtherExpendituresAmt |
| Administrative Expenses | $8,380 | AdministrativeExpensesAmt |
| End Year Balance | $1,492,829 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,447,086 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $221,734 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,000 | OtherExpendituresAmt |
| Administrative Expenses | $8,051 | AdministrativeExpensesAmt |
| End Year Balance | $1,635,769 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53222 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46778 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,587 | OtherCostOrOtherBasisAmt |
| Book Value | $146,587 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,103,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,723,913 | DepreciationAmt |
| Book Value | $379,704 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $269,219 | DepreciationAmt |
| Book Value | $31,976 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,457 | DepreciationAmt |
| Book Value | $7,015 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $565,282 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSIT | $9,489,114 | F |
| CASH MANAGEMENT FUND | $72,130 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,561,244 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $25,127,785 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $144,084 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $73,600 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $217,684 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,910,101 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,692 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,174,088 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,184,780 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,094,881 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,720,601 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $73,600 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $73,600 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,647,001 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,692 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,174,088 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,184,780 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,831,781 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE AVAILABLE FOR UNRESTRICTED USE BASED ON OUR ENDOWMENT SPENDING POLICY. THE PERMANENTLY RESTRICTED ENDOWMENT DOES NOT ALLOW SPENDING FROM THE ORIGINAL PRINCIPAL AMOUNT, $1,000,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS TO OTHER CHARITIES 1,174,088. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS TO OTHER CHARITIES 1,174,088. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (79 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 12 AND 12 INC | ||||||||
| 6333 E SKELLY DRIVE | TULSA | OK | 74135 | 731242962 | 501C3 | $300,000 | $0 | HEALTH & SAFETY |
| A NEW LEAF | ||||||||
| 2306 S 1ST PLACE | TULSA | OK | 74012 | 731042760 | 501C3 | $494,488 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY |
| ABILITY RESOURCES | ||||||||
| 823 S DETROIT STE 110 | TULSA | OK | 74120 | 731000572 | 501C3 | $146,345 | $0 | HEALTH & SAFETY |
| AMERICAN RED CROSS TULSA AREA CHAPTER | ||||||||
| 10151 E 11TH STREET | TULSA | OK | 74128 | 730579223 | 501C3 | $451,250 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY |
| BIG BROTHERS BIG SISTERS OF OKLAHOMA | ||||||||
| 1306 S DENVER AVE | TULSA | OK | 74119 | 731226237 | 501C3 | $277,790 | $0 | EDUCATION |
| BOY SCOUTS OF AMERICA (INDIAN NATIONS COUNCIL) | ||||||||
| 4295 S GARNETT ROAD | TULSA | OK | 74146 | 730579230 | 501C3 | $512,066 | $0 | EDUCATION |
| BRISTOW SOCIAL SERVICES | ||||||||
| 1705 S CHESTNUT | BRISTOW | OK | 74010 | 731345471 | 501C3 | $97,580 | $0 | FINANCIAL STABILITY |
| BROKEN ARROW NEIGHBORS | ||||||||
| 315 W COLLEGE | BROKEN ARROW | OK | 74012 | 731195548 | 501C3 | $80,192 | $0 | FINANCIAL STABILITY |
| BROKEN ARROW SENIORS INC | ||||||||
| 1800 S MAIN ST | BROKEN ARROW | OK | 74012 | 731325797 | 501C3 | $41,843 | $0 | HEALTH & SAFETY |
| CAMP FIRE USA GREEN COUNTRY COUNCIL INC | ||||||||
| 706 S BOSTON AVE | TULSA | OK | 74119 | 730579231 | 501C3 | $312,763 | $0 | EDUCATION |
| CARING COMMUNITY FRIENDS INC OF SAPULPA | ||||||||
| PO BOX 1524 | SAPULPA | OK | 74067 | 731429214 | 501C3 | $70,000 | $0 | FINANCIAL STABILITY |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | ||||||||
| 803 S PEORIA | TULSA | OK | 74120 | 133843322 | 501C3 | $150,000 | $0 | FINANCIAL STABILITY |
| CHILD ABUSE NETWORK | ||||||||
| 2829 S SHERIDAN ROAD | TULSA | OK | 74129 | 731325326 | 501C3 | $249,000 | $0 | HEALTH & SAFETY |
| COMMUNITY ACTION PROJECT OF TULSA COUNTY | ||||||||
| 5330 E 31ST STREET SUITE 300 | TULSA | OK | 74135 | 731019247 | 501C3 | $632,531 | $0 | FINANCIAL STABILITY, EDUCATION |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA | ||||||||
| 16 E 16TH STREET SUITE 202 | TULSA | OK | 74119 | 730580282 | 501C3 | $218,899 | $0 | EDUCATION |
| CREEK COUNTY LITERACY PROGRAM | ||||||||
| 15 N POPLAR | SAPULPA | OK | 74066 | 731376512 | 501C3 | $33,055 | $0 | EDUCATION |
| CROSSROADS INC | ||||||||
| 3500 S PEORIA | TULSA | OK | 74105 | 731447897 | 501C3 | $66,665 | $0 | HEALTH & SAFETY |
| CROSSTOWN LEARNING CENTER | ||||||||
| 2501 E ARCHER STREET | TULSA | OK | 74110 | 730782748 | 501C3 | $160,000 | $0 | EDUCATION |
| DOMESTIC VIOLENCE INTERVENTION SERVICES | ||||||||
| 3124 E APACHE ST | TULSA | OK | 74110 | 731028332 | 501C3 | $971,990 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY |
| DOMESTIC VIOLENCE INTERVENTION SERVICES SAPULPA COUNTY FAMILY RESOURCE CENT | ||||||||
| 3124 E APACHE ST | TULSA | OK | 74110 | 731028332 | 501C3 | $65,500 | $0 | CAPACITY BUILDING |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES | ||||||||
| 9810 E 42ND STREET SUITE 210 | TULSA | OK | 74146 | 412103655 | 501C3 | $78,570 | $0 | HEALTH & SAFETY |
| FAMILY & CHILDREN'S SERVICES | ||||||||
| 650 S PEORIA AVE | TULSA | OK | 74120 | 730580270 | 501C3 | $1,647,699 | $0 | HEALTH & SAFETY, EDUCATION |
| GIRL SCOUTS OF EASTERN OKLAHOMA | ||||||||
| 4810 S 129TH E AVE | TULSA | OK | 74134 | 730579240 | 501C3 | $351,135 | $0 | EDUCATION |
| GLOBAL GARDENS | ||||||||
| PO BOX 52034 | TULSA | OK | 74152 | 205717276 | 501C3 | $68,120 | $0 | EDUCATION |
| GOODWILL INDUSTRIES OF TULSA | ||||||||
| 2800 SOUTHWEST BLVD | TULSA | OK | 74107 | 730614297 | 501C3 | $601,351 | $0 | FINANCIAL STABILITY |
| HOSPICE OF GREEN COUNTRY | ||||||||
| 1120 S BOSTON AVE 200 | TULSA | OK | 74119 | 731261742 | 501C3 | $142,201 | $0 | HEALTH & SAFETY |
| KIPP ACADEMY | ||||||||
| 1661 E VIRGIN STREET | TULSA | OK | 74106 | 113740269 | 501C3 | $353,875 | $0 | EDUCATION |
| LEGAL AID SERVICES OF OKLAHOMA | ||||||||
| 907 S DETROIT SUITE 725 | TULSA | OK | 74120 | 731022203 | 501C3 | $442,649 | $0 | FINANCIAL STABILITY |
| LIFE SENIOR SEVICES | ||||||||
| 5950 E 31ST STREET | TULSA | OK | 74135 | 731043783 | 501C3 | $830,297 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||||
| 5330 E 31ST STREET SUITE 1000 | TULSA | OK | 74135 | 730657931 | 501C3 | $586,917 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION |
| MORTON COMPREHENSIVE HEALTH SERVICES | ||||||||
| 1334 NORTH LANSING AVE | TULSA | OK | 74106 | 731177858 | 501C3 | $375,000 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY |
| NEW WORKFORCE DIRECTIONS INC DBA MADISON STRATEGIES GROUP | ||||||||
| 907 S DETROIT SUITE 210 | TULSA | OK | 74120 | 272323749 | 501C3 | $150,000 | $0 | FINANCIAL STABILITY |
| OKMULGEE COUNTY FAMILY RESOURCE CENTER | ||||||||
| 1501 S CREEK AVE | OKMULGEE | OK | 74447 | 731332643 | 501C3 | $144,286 | $0 | HEALTH & SAFETY |
| OKMULGEE COUNTY HOMELESS SHELTER | ||||||||
| 214 N MORTON AVE | OKMULGEE | OK | 74441 | 731485176 | 501C3 | $100,000 | $0 | FINANCIAL STABILITY |
| OKMULGEE OKFUSKEE COUNTY YOUTH SERVICES | ||||||||
| 1950 N OKMULGEE | OKMULGEE | OK | 74447 | 731486908 | 501C3 | $127,197 | $0 | EDUCATION |
| OPERATION AWARE OKLAHOMA | ||||||||
| 7226 E 41ST ST | TULSA | OK | 74145 | 731112912 | 501C3 | $142,778 | $0 | EDUCATION |
| OWASSO COMMUNITY RESOURCES | ||||||||
| 109 N BIRCH SUITE 109 | OWASSO | OK | 74055 | 731445318 | 501C3 | $60,660 | $0 | FINANCIAL STABILITY |
| PALMER CONTINUUM OF CARE INC | ||||||||
| 5319 S LEWIS AVENUE SUITE 219 | TULSA | OK | 74105 | 562302027 | 501C3 | $445,274 | $0 | HEALTH & SAFETY |
| THE PARENT CHILD CENTER OF TULSA | ||||||||
| 1421 S BOSTON AVENUE | TULSA | OK | 74119 | 731113167 | 501C3 | $578,203 | $0 | HEALTH & SAFETY |
| READING PARTNERS | ||||||||
| 110 WEST 7TH STREET | TULSA | OK | 74119 | 770568469 | 501C3 | $293,750 | $0 | EDUCATION |
| THE SALVATION ARMY | ||||||||
| 1616 S MAIN | TULSA | OK | 74119 | 730579266 | 501C3 | $1,310,367 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION |
| SAND SPRINGS COMMUNITY SERVICES | ||||||||
| 15 E 2ND STREET | SAND SPRINGS | OK | 74063 | 730582550 | 501C3 | $72,079 | $0 | FINANCIAL STABILITY, EDUCATION |
| SHOW INC | ||||||||
| 425 W WELLS ST | SAPULPA | OK | 74066 | 731028650 | 501C3 | $116,732 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY |
| STREET SCHOOL | ||||||||
| 1135 S YALE AVE | TULSA | OK | 74112 | 730942963 | 501C3 | $440,007 | $0 | EDUCATION |
| THE ARC OF OKLAHOMA | ||||||||
| 2516 E 71ST STE ST A | TULSA | OK | 74136 | 731749376 | 501C3 | $171,974 | $0 | HEALTH & SAFETY, EDUCATION |
| TRISTESSE GRIEF CENTER | ||||||||
| 2502 E 71ST STREET | TULSA | OK | 74136 | 731619790 | 501C3 | $90,000 | $0 | HEALTH & SAFETY |
| TSHA INC | ||||||||
| 8740 E 11TH STREET STE A | TULSA | OK | 74112 | 736102812 | 501C3 | $212,118 | $0 | FINANCIAL STABILITY, EDUCATION |
| TULSA BOYS HOME | ||||||||
| PO BOX 1101 | TULSA | OK | 74101 | 730579242 | 501C3 | $343,495 | $0 | HEALTH & SAFETY |
| TULSA CARES | ||||||||
| 3712 E 11TH STREET | TULSA | OK | 74112 | 731388569 | 501C3 | $521,035 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY |
| TULSA CASA INC | ||||||||
| 700 S BOSTON AVE 230 | TULSA | OK | 74119 | 731312870 | 501C3 | $112,609 | $0 | HEALTH & SAFETY |
| TULSA DAY CENTER FOR THE HOMELESS | ||||||||
| 415 W ARCHER | TULSA | OK | 74103 | 731557819 | 501C3 | $235,000 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY |
| WAGONER AREA NEIGHBORS | ||||||||
| PO BOX 933 | WAGONER | OK | 74477 | 731351405 | 501C3 | $66,150 | $0 | FINANCIAL STABILITY |
| YMCA OF GREATER TULSA | ||||||||
| 2405 E SKELLY DRIVE | TULSA | OK | 74105 | 730579269 | 501C3 | $719,309 | $0 | HEALTH & SAFETY, EDUCATION |
| YOUTH AT HEART | ||||||||
| 6026 S SHERIDAN ROAD | TULSA | OK | 74145 | 731043630 | 501C3 | $230,300 | $0 | EDUCATION |
| YOUTH SERVICES OF CREEK COUNTY | ||||||||
| 1025 E GRAYSON AVE | SAPULPA | OK | 74066 | 731301335 | 501C3 | $148,500 | $0 | HEALTH & SAFETY, EDUCATION |
| YOUTH SERVICES OF TULSA | ||||||||
| 311 S MADISON AVE | TULSA | OK | 74120 | 730785251 | 501C3 | $902,352 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION |
| YWCA TULSA | ||||||||
| 1910 S LEWIS AVE SUITE 200 | TULSA | OK | 74104 | 730579296 | 501C3 | $446,518 | $0 | HEALTH & SAFETY, FINANCIAL STABILITY |
| THE BRIDGES FOUNDATION | ||||||||
| 1345 N LEWIS AVE | TULSA | OK | 74110 | 730740763 | 501C3 | $228,223 | $0 | FINANCIAL STABILITY |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES | ||||||||
| 815 S UTICA AVE | TULSA | OK | 74104 | 736070545 | 501C3 | $286,824 | $0 | HEALTH & SAFTEY |
| CATHOLIC CHARITIES OF EASTERN OKLAHOMA | ||||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | 731171950 | 501C3 | $150,000 | $0 | HEALTH & SAFETY |
| CENTER FOR HOUSING SOLUTIONS | ||||||||
| 110 S HARTFORD AVE | TULSA | OK | 74120 | 844733422 | 501C3 | $100,000 | $0 | HOMELESSNESS COLLABORATION |
| BE HEARD | ||||||||
| 1319 S QUINCY AVE | TULSA | OK | 74120 | 853528011 | 501C3 | $100,000 | $0 | INNOVATION GRANT SUPPORTING THOSE EXPERIENCING HOMELESSNESS |
| BLACK WALL STREET CHAMBER OF COMMERCE | ||||||||
| 1800 S BALTIMORE AVE 815 | TULSA | OK | 74119 | 825027762 | 501C3 | $50,000 | $0 | INNOVATION GRANT FOR JOB TRAINING THROUGH THE USE OF TULSA BLACK CONTRACTORS ASSOCIATION AND CHAMBER MEMBERS. |
| MODUS INC | ||||||||
| 1519 S HARVARD AVE | TULSA | OK | 74112 | 832356858 | 501C3 | $35,000 | $0 | INNOVATION GRANT TO CREATE A SENIOR GROCERY DELIVERY PROGRAM. |
| HUNGER FREE OKLAHOMA - A FUND OF TULSA COMMUNITY FOUNDATION | ||||||||
| 907 S DETROIT AVE 600 | TULSA | OK | 74120 | 731554474 | 501C3 | $93,000 | $0 | COMMUNITY COLLABORATIVE IN SUPPORT OF FOOD SECURITY |
| HUNGER FREE OKLAHOMA - A FUND OF TULSA COMMUNITY FOUNDATION | ||||||||
| 907 S DETROIT AVE 600 | TULSA | OK | 74120 | 731554474 | 501C3 | $30,000 | $0 | INNOVATION GRANT ALLOWING THOSE RECEIVING SNAP TO "DOUBLE UP" ON THEIR PURCHASES OF FRESH FRUIT AND VEGETABLES AT THE OASIS FRESH MARKET. |
| CITY YEAR | ||||||||
| 15 E 5TH ST | TULSA | OK | 74103 | 222882549 | 501C3 | $100,000 | $0 | EDUCATION |
| FOUNDATION FOR TULSA SCHOOLS | ||||||||
| 3027 S NEW HAVEN AVE | TULSA | OK | 74114 | 731612027 | 501C3 | $510,961 | $0 | STRONG TOMORROWS PREGNANCY PREVENTION PROGRAM |
| GREENWOOD RISING - A FUND OF TULSA COMMUNITY FOUNDATION | ||||||||
| 23 N GREENWOOD AVENUE | TULSA | OK | 74120 | 853774435 | 501C3 | $15,000 | $0 | CAPACITY BUILDING |
| IMPACT TULSA | ||||||||
| 907 S DETROIT AVE SUITE 1100B | TULSA | OK | 74120 | 731554474 | 501C3 | $200,000 | $0 | COMMUNITY COLLABORATIVE IN SUPPORT OF EDUCATION |
| LEADERSHIP TULSA NEW VOICES | ||||||||
| 1151 S ELGIN AVE | TULSA | OK | 74120 | 731042332 | 501C3 | $17,000 | $0 | INTIATIVE TO INCREASE DIVERISTY ON TULSA AREA UNITED WAY AGENCY BOARDS |
| MEALS ON WHEELS OF METRO TULSA | ||||||||
| 12620 E 31ST STREET | TULSA | OK | 74146 | 731125389 | 501C3 | $100,000 | $0 | HEALTH & SAFETY |
| TULSA REGIONAL STEM ALLIANCE | ||||||||
| 5005 S DARLINGTON AVE | TULSA | OK | 74120 | 814051559 | 501C3 | $70,000 | $0 | COMMUNITY COLLABORATIVE IN SUPPORT OF EDUCATION |
| AMPLIFY | ||||||||
| 1601 S MAIN ST 200 | TULSA | OK | 74119 | 471170599 | 501C3 | $120,000 | $0 | COMMUNITY COLLABORATIVE IN SUPPORT OF EXPANDING SEX EDUCATION, PROMOTING HEALTHY RELATIONSHIPS, AND ENGAGING IN PUBLIC CONVERSATION. |
| UNITED WAY OF ROGERS AND MAYES COUNTIES | ||||||||
| PO BOX 1165 | CLAREMORE | OK | 74018 | 731249045 | 501C3 | $65,000 | $0 | FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS |
| THE PARENT CHILD CENTER OF TULSA | ||||||||
| 1421 S BOSTON AVENUE | TULSA | OK | 74119 | 731113167 | 501C3 | $80,000 | $0 | SAFE BABIES COURT |
| FAMILY & CHILDREN'S SERVICES | ||||||||
| 650 S PEORIA AVE | TULSA | OK | 74120 | 730580270 | 501C3 | $86,000 | $0 | COMMUNITY COLLABORATIVE IN SUPPORT OF COMMUNITY RESPONSE TEAM |
| CITY YEAR | ||||||||
| 15 E 5TH ST | TULSA | OK | 74103 | 222882549 | 501C3 | $41,667 | $0 | COMMUNITY COLLABORATIVE IN SUPPORT OF EDUCATION |
| YWCA TULSA | ||||||||
| 1910 S LEWIS AVE SUITE 200 | TULSA | OK | 74104 | 730579296 | 501C3 | $35,000 | $0 | INNOVATION GRANT IN SUPPORT OF THE CARMELLA HILL LEGACY FUND - A MICRO-LOAN FUND ESTABLISHED TO ASSIST WOMENT WHOSE BUSINESSES ARE NOT DEVELOPED TO THE POINT OF QUALIFYING FOR TRADITIONAL LOANS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 79 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TULSA AREA UNITED WAY USES A DETAILED PROCESS FOR EVALUATING ITS PARTNER AGENCIES AND THE USE OF ALLOCATED FUNDS. THE TULSA AREA UNITED WAY COMMUNITY INVESTMENTS DEPARTMENT, IN CONJUNCTION WITH OVER 170 COMMUNITY PANEL VOLUNTEERS, STUDY THE APPLICATIONS OF PARTNER AGENCIES WITH PARTICULAR ATTENTION PAID TO GOVERNANCE AND MANAGEMENT STANDARDS, THE FISCAL STABILITY OF THE AGENCY, ACCURACY OF REPORTING THE USE OF ALLOCATED FUNDS AND THE RESULTS ACHIEVED FOR AGENCY CLIENTS. THE PANEL VOLUNTEERS CONDUCT A SITE VISIT WITH EACH AGENCY EACH YEAR, GATHERING MORE DETAILED INFORMATION AS NEEDED. PANEL VOLUNTEERS CONDUCT A FINAL MEETING AT WHICH THEY DETERMINE THE RECOMMENDED ALLOCATION. FOLLOWING THESE MEETINGS, THE PANEL CHAIR AND CO-CHAIRS MEET WITH A DIVISION LEADER TO EXPLAIN THE PANEL RECOMMENDATIONS. THE TOTAL RECOMMENDED FUNDING IS PRESENTED TO THE COMMUNITY INVESTMENTS CABINET, AND THEN TO THE TULSA AREA UNITED WAY BOARD OF DIRECTORS FOR ACCEPTANCE AND APPROVAL. AGENCIES PROVIDE A DETAILED REPORT ON HOW FUNDS WERE SPENT AT THE END OF EACH CALENDAR YEAR AS A CRITICAL PART OF THEIR APPLICATION FOR FUTURE FUNDING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY ALISON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $238,463 | $0 | $65,000 | $0 | $0 | $0 | $23,200 | $0 | $25,559 | $0 | $352,222 | $0 | $0 | $0 |
| MEYER CARLA | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $113,084 | $0 | $18,414 | $0 | $0 | $0 | $10,979 | $0 | $24,407 | $0 | $166,884 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAYS FOR A MEMBERSHIP TO THE SUMMIT CLUB FOR ALISON ANTHONY. |
| PART I, LINE 3 | COMPENSATION IS APPROVED ANNUALLY BY THE BOARD COMPENSATION COMMITTEE WHICH IS MADE UP OF CURRENT AND FORMER DIRECTORS OF THE ORGANIZATION. THE COMMITTEE DIRECTLY SETS/APPROVES THE PRESIDENT AND CEO'S SALARY AND INDIRECTLY APPROVES ALL OTHER STAFF POSITION SALARIES BASED ON THE RECOMMENDATION OF THE PRESIDENT AND CEO. FOLLOWING THAT COMMITTEE MEETING, AMOUNTS ARE APPROVED BY THE FINANCE AND AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| PART I, LINE 7 | VARIABLE COMPENSATION WAS AWARDED TO EMPLOYEES OF THE ORGANIZATION BASED UPON EACH INDIVIDUAL'S PERFORMANCE DURING THE YEAR. EACH YEAR, THE PRESIDENT AND CEO REQUESTS A BUDGET FOR VARIABLE COMPENSATION FROM THE COMPENSATION COMMITTEE. INDIVIDUAL AMOUNTS ARE DISCRETIONARY AND JOINTLY AGREED UPON BY EMPLOYEES' SUPERVISORS AND THE PRESIDENT AND CEO. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JOE CUNNINGHAM | |||
| DIRECTOR | $365,372 | HEALTH INSURANCE | 0 |
| BERNIE HELLER | |||
| DIRECTOR | $65,000 | ADVERTISING | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2255 | ContributionCnt |
| Noncash Contributions Rpt F990 | $182,853 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUE ON DONATION DATE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DIRECT MAIL PROGRAM | 0 | $40,000 | FAIR MARKET VALUE |
| Yes (X) | ITEMS FOR ONLINE AUCTION AND DONATED FURNITURE | 0 | $26,440 | FAIR MARKET VALUE |
| Yes (X) | PRINTING 10,000 BUY BLACK TULSA GUIDES | 0 | $5,000 | FAIR MARKET VALUE |
| Yes (X) | UNITE BANNERS AND POINSETTAS | 0 | $326 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THERE ARE NUMEROUS BUSINESS RELATIONSHIPS WITHIN THE BOARD. OUR BOARD CONTAINS THE HEADS OF MAJOR EMPLOYERS SUCH AS BANKS, LOCAL UTILITY COMPANIES, AND HEALTH INSURANCE PROVIDERS. BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. CIRCUMSTANCES WHICH CREATE POSSIBLE CONFLICTS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. SHOULD THE COMMITTEE DETERMINE THAT A POTENTIAL CONFLICT OF INTEREST IS PRESENT, THAT INFORMATION WILL BE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE WILL ADDRESS CONCERNS REGARDING POTENTIAL CONFLICTS OF INTEREST AND TAKE APPROPRIATE ACTION TO RESOLVE ANY CONFLICT. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL DONORS ARE CONSIDERED MEMBERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF FORM 990 IS PROVIDED TO AND REVIEWED WITH THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. AN EMAIL IS ALSO SENT TO THE BOARD ADVISING THEM THE FORM 990 HAD BEEN PLACED ON THE BOARD INTRANET FOR THEIR REVIEW AND RESPONSE BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. CIRCUMSTANCES WHICH CREATE POSSIBLE CONFLICTS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. SHOULD THE COMMITTEE DETERMINE THAT A POTENTIAL CONFLICT OF INTEREST IS PRESENT, THAT INFORMATION WILL BE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE WILL ADDRESS CONCERNS REGARDING POTENTIAL CONFLICTS OF INTEREST AND TAKE APPROPRIATE ACTION TO RESOLVE ANY CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS APPROVED ANNUALLY BUY THE BOARD COMPENSATION COMMITTEE, WHICH IS MADE UP OF CURRENT AND FORMER DIRECTOR OF THE ORGANIZATION. ANNUALLY, EXTENSIVE COMPENSATION DATA IS COLLECTED FROM UNITED WAY WORLDWIDE, OKLAHOMA CENTER FOR NON-PROFITS, SIMILAR UNITED WAYS, AND LARGE PARTNER AGENCIES AND PROVIDED TO THE PRESIDENT AND CEO FOR CONSIDERATION. THE BOARD COMPENSATION COMMITTEE DIRECTLY SETS/APPROVES THE PRESIDENT AND CEO'S SALARY AND INDIRECTLY APPROVES ALL OTHER STAFF POSITIONS SALARIES BASED ON THE RECOMMENDATION OF THE PRESIDENT AND CEO. FOLLOWING THAT COMMITTEE MEETING, AMOUNTS ARE APPROVED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE IN OUR ANNUAL REPORT AND ON OUR WEBSITE. OUR GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
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