LAKE AREA UNITED WAY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAKE AREA UNITED WAY INC (EIN 73-0581441)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202021919349300407
- Schema version
- 2019v5.0
- 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 | 2020-07-09T05:51:18-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 744016693 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT O CLOTHIER JR | PreparerPersonNm |
| PTIN | P00018985 | PTIN |
| Phone | 9186870189 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $545,007 | 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 | CONNECT COMMUNITY RESOURCES WITH ACCOUNTABLE HUMAN SERVICE ORGANIZATIONS TO IMPROVE THE ECONOMIC WELLBEING OF THE RESIDENTS IN THE SERVICE AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $530,106 | PYContributionsGrantsAmt |
| CY Contributions Grants | $520,203 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$5,887 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,907 | CYInvestmentIncomeAmt |
| PY Other Revenue | $276 | PYOtherRevenueAmt |
| CY Other Revenue | $897 | CYOtherRevenueAmt |
| PY Total Revenue | $524,495 | PYTotalRevenueAmt |
| CY Total Revenue | $545,007 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $298,542 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $249,778 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $136,575 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $113,382 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,279 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $86,197 | PYOtherExpensesAmt |
| CY Other Expenses | $71,033 | CYOtherExpensesAmt |
| PY Total Expenses | $521,314 | PYTotalExpensesAmt |
| CY Total Expenses | $434,193 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,181 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $110,814 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $898,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,007,602 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,806 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,240 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $844,548 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $955,362 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CONNECT COMMUNITY RESOURCES WITH ACCOUNTABLE HUMAN SERVICE ORGANIZATIONS TO IMPROVE THE ECONOMIC WELLBEING OF THE RESIDENTS IN THE SERVICE AREA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $363,983 | 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 | $363,983 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JENNY JAMISON | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $32,083 | $0 | $0 | |
| LISA SMITH | |||||||
| Director | 40.00 | 0.00 | Yes (X) | $10,569 | $0 | $0 | |
| JUSTIN CALVERT | |||||||
| BOARD MEMBER | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GARY HALL | |||||||
| BOARD MEMBER | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BRADLEY ATHERTON | |||||||
| Vice President | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTIE JACKSON | |||||||
| Treasurer | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DYLAN LUCHT | |||||||
| Board Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| TAMMY TOOMBS | |||||||
| Board Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| HARVEY HILL | |||||||
| BOARD MEMBER | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| TERRY MCKINNEY | |||||||
| Secretary | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KIM LYNCH | |||||||
| Past President | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STEPHEN HIGHERS | |||||||
| BOARD MEMBER | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KEITH HARLIN | |||||||
| Board Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| TIM THOMPSON | |||||||
| Board Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| AMBER CRALL | |||||||
| President | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM LOWE | |||||||
| BOARD MEMBER | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KIMBERLY WILLIAMS | |||||||
| Board Member | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CINDY MORRIS | |||||||
| BOARD MEMBER | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ERIC WELLS | |||||||
| BOARD MEMBER | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LAURA WICKIZER | |||||||
| BOARD MEMBER | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $42,652 | TotalReportableCompFromOrgAmt |
| 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 | $501,912 | FederatedCampaignsAmt |
| Fundraising | -$3,913 | FundraisingAmt |
| All Other Contributions | $22,204 | AllOtherContributionsAmt |
| Total Contributions | $520,203 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,907 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,907 | 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 | $897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $897 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $897 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $545,007 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,804 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,778 | TotalAmt |
| Program Services | $249,778 | 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 | $42,765 | TotalAmt |
| Program Services | $24,376 | ProgramServicesAmt |
| Management And General | $8,125 | ManagementAndGeneralAmt |
| Fundraising | $10,264 | FundraisingAmt |
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 | $58,293 | TotalAmt |
| Program Services | $33,227 | ProgramServicesAmt |
| Management And General | $11,076 | ManagementAndGeneralAmt |
| Fundraising | $13,990 | 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 | $3,770 | TotalAmt |
| Program Services | $2,149 | ProgramServicesAmt |
| Management And General | $717 | ManagementAndGeneralAmt |
| Fundraising | $904 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,554 | TotalAmt |
| Program Services | $4,876 | ProgramServicesAmt |
| Management And General | $1,625 | ManagementAndGeneralAmt |
| Fundraising | $2,053 | 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 | $4,754 | TotalAmt |
| Program Services | $2,716 | ProgramServicesAmt |
| Management And General | $886 | ManagementAndGeneralAmt |
| Fundraising | $1,152 | 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 | $4,668 | TotalAmt |
| Program Services | $2,667 | ProgramServicesAmt |
| Management And General | $870 | ManagementAndGeneralAmt |
| Fundraising | $1,131 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,664 | TotalAmt |
| Program Services | $1,522 | ProgramServicesAmt |
| Management And General | $496 | ManagementAndGeneralAmt |
| Fundraising | $646 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,931 | TotalAmt |
| Program Services | $4,531 | ProgramServicesAmt |
| Management And General | $1,478 | ManagementAndGeneralAmt |
| Fundraising | $1,922 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,462 | TotalAmt |
| Program Services | $1,973 | ProgramServicesAmt |
| Management And General | $658 | ManagementAndGeneralAmt |
| Fundraising | $831 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235 | TotalAmt |
| Program Services | $134 | ProgramServicesAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
| Fundraising | $56 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,441 | TotalAmt |
| Program Services | $2,531 | ProgramServicesAmt |
| Management And General | $844 | ManagementAndGeneralAmt |
| Fundraising | $1,066 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $18,406 | $18,406 | ||
| MEETING EXPENSE | $6,249 | $3,562 | $1,187 | $1,500 |
| TELEPHONE | $4,563 | $2,607 | $850 | $1,106 |
| SPECIAL EVENTS | $4,476 | $2,551 | $851 | $1,074 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,184 | TotalAmt |
| Program Services | $6,377 | ProgramServicesAmt |
| Management And General | $1,223 | ManagementAndGeneralAmt |
| Fundraising | $1,584 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,193 | TotalAmt |
| Program Services | $363,983 | ProgramServicesAmt |
| Management And General | $30,931 | ManagementAndGeneralAmt |
| Fundraising | $39,279 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,064 | BOYAmt |
| EOY | $419,614 | 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 | $295,522 | BOYAmt |
| EOY | $317,335 | 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 | $14,185 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,185 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | 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 | $246,768 | BOYAmt |
| EOY | $270,653 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,354 | BOYAmt |
| EOY | $1,007,602 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,806 | BOYAmt |
| EOY | $52,240 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,806 | BOYAmt |
| EOY | $52,240 | 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 | $502,225 | BOYAmt |
| EOY | $494,434 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,323 | BOYAmt |
| EOY | $460,928 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $844,548 | BOYAmt |
| EOY | $955,362 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,354 | BOYAmt |
| EOY | $1,007,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $110,814 | 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 | $444,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $574,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $516,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $487,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $501,912 | CurrentTaxYearAmt |
| Total | $2,525,060 | 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 | $444,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $574,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $516,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $487,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $501,912 | CurrentTaxYearAmt |
| Total | $2,525,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,525,060 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$5,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,907 | CurrentTaxYearAmt |
| Total | $85,689 | 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 | $14,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,573 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,188 | CurrentTaxYearAmt |
| Total | $119,428 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,730,177 | TotalSupportAmt |
| Public Support CY170 | 0.92490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $12,429 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,429 | DepreciationAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Book Value | $1 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $270,653 | TotalBookValueOtherAssetsAmt |
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 | $23,210 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| BOYS & GIRLS CLUB OF TAHLEQUA | ||||||
| 400 W MORGAN | TAHLEQUAH | OK | 74464 | $7,321 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| CASA OF MUSKOGEE | ||||||
| 215 STATE STREET | MUSKOGEE | OK | 74401 | $20,497 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| CASA OF TAHLEQUAH | ||||||
| 304 W KEETOOWAH ST | TAHLEQUAH | OK | 74464 | $5,550 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| DOLLY PARTON IMAGINATION LIBR | ||||||
| 111 DOLLYWOOD LN | PIGEON FORGE | TN | 37863 | $17,912 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| DOLLYWOOD FOUNDATION | ||||||
| 111 DOLLYWOOD LANE | PIGEON FORGE | TN | 37863 | $15,632 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| GIRL SCOUTS MAGIC EMPIRE COUNCIL | ||||||
| 2411 W OKMULGEE | MUSKOGEE | OK | 74401 | $5,453 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| HOPE HOUSE OF CHEROKEE COUNTY | ||||||
| 1619 N VINITA AVE | TAHLEQUAH | OK | 74464 | $5,525 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| KELLY B TODD CENTER | ||||||
| 1111 N 36TH | MUSKOGEE | OK | 74401 | $33,184 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| KIDS SPACE | ||||||
| PO BOX 277 | MUSKOGEE | OK | 74402 | $24,524 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| LEGAL SERVICES OF OKLAHOMA | ||||||
| 323 W BROADWAY | MUSKOGEE | OK | 74401 | $26,078 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| MCCOYS | ||||||
| 4009 EUFAULA | MUSKOGEE | OK | 74403 | $14,337 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| UM CHILDRENS HOME - TAHLEQUAH | ||||||
| 7 MATHIS PARK DR | TAHLEQUAH | OK | 74464 | $8,201 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| VOLUNTEERS OF AMERICA | ||||||
| 3330 E Shawnee Rd | MUSKOGEE | OK | 74401 | $12,908 | $0 | TO PROVIDE FUNDING FOR PROGRAMS |
| WISH | ||||||
| 521 W MARTIN LUTHER KING | MUSKOGEE | OK | 74401 | $26,391 | $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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