LAKE AREA UNITED WAY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LAKE AREA UNITED WAY INC (EIN 73-0581441)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-25
- IRS object ID
- 202241459349301469
- Schema version
- 2021v4.0
- 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 | 2022-05-25T14:04:18-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731454118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLOTHIER & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 N 3RD ST STE 201 | AddressLine1Txt |
| City | MUSKOGEE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74401 | 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 | 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 | 74402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNY JAMISON | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2022-05-25 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT O CLOTHIER JR | PreparerPersonNm |
| PTIN | P00018985 | PTIN |
| Phone | 9186870189 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
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) |
|---|---|---|
| Gross Receipts | $718,200 | 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 | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $504,074 | PYContributionsGrantsAmt |
| CY Contributions Grants | $703,390 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,315 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,477 | CYInvestmentIncomeAmt |
| PY Other Revenue | $237 | PYOtherRevenueAmt |
| CY Other Revenue | $1,333 | CYOtherRevenueAmt |
| PY Total Revenue | $525,626 | PYTotalRevenueAmt |
| CY Total Revenue | $718,200 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $319,429 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $288,225 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $128,808 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $93,090 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $49,875 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $76,435 | PYOtherExpensesAmt |
| CY Other Expenses | $73,170 | CYOtherExpensesAmt |
| PY Total Expenses | $524,672 | PYTotalExpensesAmt |
| CY Total Expenses | $454,485 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $954 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $263,715 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $991,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,271,250 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,498 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,219 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $956,316 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,220,031 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNITING PEOPLE AND RESOURCES TO ADVANCE THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $359,718 | ExpenseAmt |
| 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 |
| Total Program Service Expenses | $359,718 | 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 | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 20 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAKE AREA UNITED WAY INC | 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 | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| JUSTIN CALVERT | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GARY HALL | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY ATHERTON | |||||||
| President | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MINDY BAKER | |||||||
| BOARD MEMBER | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DYLAN LUCHT | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROB FRAZIER | |||||||
| BOARD MEMBER | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HARVEY HILL | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY MCKINNEY | |||||||
| Secretary | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EARNIE GILDER | |||||||
| BOARD MEMBER | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN HIGHERS | |||||||
| Treasurer | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| D'ANNE HANSON | |||||||
| BOARD MEMBER | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIM THOMPSON | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AMBER CRALL | |||||||
| Past President | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN ORMAN | |||||||
| BOARD MEMBER | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN BUTLER | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNY JAMISON | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNIFER TAPIA | |||||||
| BOARD MEMBER | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC WELLS | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA WICKIZER | |||||||
| Secretary | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RON DEAN | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $490,740 | FederatedCampaignsAmt |
| Fundraising | $11,111 | FundraisingAmt |
| All Other Contributions | $201,539 | AllOtherContributionsAmt |
| Total Contributions | $703,390 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,477 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,477 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $1,333 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,333 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,333 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $718,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,810 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,225 | TotalAmt |
| Program Services | $288,225 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,048 | TotalAmt |
| Program Services | $34,851 | ProgramServicesAmt |
| Management And General | $21,883 | ManagementAndGeneralAmt |
| Fundraising | $24,314 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,848 | TotalAmt |
| Program Services | $2,515 | ProgramServicesAmt |
| Management And General | $1,579 | ManagementAndGeneralAmt |
| Fundraising | $1,754 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,194 | TotalAmt |
| Program Services | $2,663 | ProgramServicesAmt |
| Management And General | $1,673 | ManagementAndGeneralAmt |
| Fundraising | $1,858 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,558 | TotalAmt |
| Program Services | $2,390 | ProgramServicesAmt |
| Management And General | $1,501 | ManagementAndGeneralAmt |
| Fundraising | $1,667 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,732 | TotalAmt |
| Program Services | $745 | ProgramServicesAmt |
| Management And General | $468 | ManagementAndGeneralAmt |
| Fundraising | $519 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712 | TotalAmt |
| Program Services | $306 | ProgramServicesAmt |
| Management And General | $192 | ManagementAndGeneralAmt |
| Fundraising | $214 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,133 | TotalAmt |
| Program Services | $1,347 | ProgramServicesAmt |
| Management And General | $846 | ManagementAndGeneralAmt |
| Fundraising | $940 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,266 | TotalAmt |
| Program Services | $3,554 | ProgramServicesAmt |
| Management And General | $2,232 | ManagementAndGeneralAmt |
| Fundraising | $2,480 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,678 | TotalAmt |
| Program Services | $722 | ProgramServicesAmt |
| Management And General | $453 | ManagementAndGeneralAmt |
| Fundraising | $503 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174 | TotalAmt |
| Program Services | $75 | ProgramServicesAmt |
| Management And General | $47 | ManagementAndGeneralAmt |
| Fundraising | $52 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,655 | TotalAmt |
| Program Services | $4,582 | ProgramServicesAmt |
| Management And General | $2,877 | ManagementAndGeneralAmt |
| Fundraising | $3,196 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131 | TotalAmt |
| Program Services | $486 | ProgramServicesAmt |
| Management And General | $306 | ManagementAndGeneralAmt |
| Fundraising | $339 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBTS | $23,128 | $9,945 | $6,245 | $6,938 |
| TELEPHONE | $4,911 | $2,112 | $1,326 | $1,473 |
| SPECIAL EVENTS | $4,123 | $1,773 | $1,113 | $1,237 |
| EQUIPMENT MAINTENANCE | $2,928 | $1,259 | $791 | $878 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,041 | TotalAmt |
| Program Services | $2,168 | ProgramServicesAmt |
| Management And General | $1,360 | ManagementAndGeneralAmt |
| Fundraising | $1,513 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,485 | TotalAmt |
| Program Services | $359,718 | ProgramServicesAmt |
| Management And General | $44,892 | ManagementAndGeneralAmt |
| Fundraising | $49,875 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,434 | BOYAmt |
| EOY | $672,753 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,756 | BOYAmt |
| EOY | $314,552 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,842 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,300 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,673 | BOYAmt |
| EOY | $3,542 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,951 | BOYAmt |
| EOY | $280,403 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,814 | BOYAmt |
| EOY | $1,271,250 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,498 | BOYAmt |
| EOY | $51,217 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,498 | BOYAmt |
| EOY | $51,219 | 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 | $605,201 | BOYAmt |
| EOY | $868,713 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,115 | BOYAmt |
| EOY | $351,318 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,316 | BOYAmt |
| EOY | $1,220,031 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,814 | BOYAmt |
| EOY | $1,271,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $263,715 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $516,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $501,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $428,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $490,740 | CurrentTaxYearAmt |
| Total | $2,424,458 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $516,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $501,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $428,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $490,740 | CurrentTaxYearAmt |
| Total | $2,424,458 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,424,458 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$5,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,316 | CurrentTaxYearMinus1YearAmt |
| Total | $84,394 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,684 | CurrentTaxYearMinus1YearAmt |
| Total | $161,577 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,670,429 | TotalSupportAmt |
| Public Support CY170 | 0.90790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,756 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,544 | DepreciationAmt |
| Book Value | $3,542 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,542 | TotalBookValueLandBuildingsAmt |
| Total Book Value Other Assets | $280,403 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $2 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 566 N 6TH | MUSKOGEE | OK | 74401 | $23,692 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| BOYS & GIRLS CLUB OF TAHLEQUA | ||||||
| 400 W MORGAN | TAHLEQUAH | OK | 74464 | $7,865 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| CASA OF MUSKOGEE | ||||||
| 215 STATE STREET | MUSKOGEE | OK | 74401 | $22,410 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| CASA OF TAHLEQUAH | ||||||
| 304 W KEETOOWAH ST | TAHLEQUAH | OK | 74464 | $6,738 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| DOLLY PARTON IMAGINATION LIBR | ||||||
| 111 DOLLYWOOD LN | PIGEON FORGE | TN | 37863 | $18,000 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| DOLLYWOOD FOUNDATION | ||||||
| 111 DOLLYWOOD LANE | PIGEON FORGE | TN | 37863 | $29,479 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| HOPE HOUSE OF CHEROKEE COUNTY | ||||||
| 1619 N VINITA AVE | TAHLEQUAH | OK | 74464 | $5,042 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| KELLY B TODD CENTER | ||||||
| 1111 N 36TH | MUSKOGEE | OK | 74401 | $35,364 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| KIDS SPACE | ||||||
| PO BOX 277 | MUSKOGEE | OK | 74402 | $25,769 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| LEGAL SERVICES OF EASTERN OK | ||||||
| 224 S MUSKOGEE AVENUE | TAHLEQUAH | OK | 74464 | $21,613 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| LEGAL SERVICES OF OKLAHOMA | ||||||
| 323 W BROADWAY | MUSKOGEE | OK | 74401 | $16,865 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| MCCOYS | ||||||
| 4009 EUFAULA | MUSKOGEE | OK | 74403 | $15,605 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| UM CHILDRENS HOME - TAHLEQUAH | ||||||
| 7 MATHIS PARK DR | TAHLEQUAH | OK | 74464 | $8,566 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| VOLUNTEERS OF AMERICA | ||||||
| 3330 E Shawnee Rd | MUSKOGEE | OK | 74401 | $13,332 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| WISH | ||||||
| 521 W MARTIN LUTHER KING | MUSKOGEE | OK | 74401 | $27,495 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE RETURN WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE & AFTER APPROVAL THE DIRECTOR WILL SIGN. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE EXECUTIVE COMMITTEE REVIEW THE EXECUTIVE DIRECTOR'S PERFORMANCE TO DETERMINE IF SHE GETS AN INCREASE IN PAY OR ANY BONUSES. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE BOARD OF DIRECTORS EVALUATE THE EMPLOYEES AND THEIR WORK, MAKE RECOMMENDATIONS FOR RAISES, BONUSES, CHANGE IN BENEFITS, ETC. THE BOARD VOTES FOR APPROVAL OR DENIAL. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | AVAILABLE UPON REQUEST |
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