2025-09-03T10:39:24-05:00 2024-12-31 431305800 UHY ADVISORS MIDWEST INC 15 SUNNEN DRIVE SUITE 100 ST LOUIS MO 631433819 990 2024-01-01 465103221 OKLAHOMA NATIVE ASSETS COALITION INC OKLA 4054017873 PO BOX 21804 OKLAHOMA CITY OK 731561804 CHRISTINA FINSEL PRESIDENT & EXECUTIVE DIRECTOR 4054017873 2025-09-02 1 1 VANESSA BOWLES P02356299 3146151200 2025-09-02 2024 2025-03-06 01:10:19Z CHRISTINA FINSEL PO BOX 21804 OKLAHOMA CITY OK 731561804 1245260 0 X WWW.OKNATIVEASSETS.ORG X 2014 OK THE ORGANIZATION ASSISTS IN THE DEVELOPMENT AND SUPPORT OF A NETWORK OF NATIVE PEOPLE WHO ARE DEDICATED TO INCREASING THE SELF-SUFFICIENCY AND PROSPERITY OF THEIR COMMUNITIES. THIS IS BEING ACCOMPLISHED THROUGH COMPREHENSIVE FINANCIAL INITIATIVES. 5 5 1 8 0 0 967192 1164419 0 0 66685 72398 6196 8443 1040073 1245260 494108 483403 0 0 173656 208233 0 0 11750 176624 210551 844388 902187 195685 343073 2778913 3152592 12120 7479 2766793 3145113 X THE ORGANIZATION ASSISTS IN THE DEVELOPMENT AND SUPPORT OF A NETWORK OF NATIVE PEOPLE WHO ARE DEDICATED TO INCREASING THE SELF-SUFFICIENCY AND PROSPERITY OF THEIR COMMUNITIES. THIS IS BEING ACCOMPLISHED THROUGH COMPREHENSIVE FINANCIAL INITIATIVES. 0 0 719969 483403 THE ORGANIZATION ADMINISTERS SEVEN PROGRAMS: 1) ASSET-BUILDER PROFESSIONAL DEVELOPMENT AND PROGRAM DEVELOPMENT (INCLUDING NATIONAL CONFERENCE, NATIVE BANK ON ONAC/NATIONAL GET BANKED INDIAN COUNTRY CAMPAIGN, FINANCIAL EDUCATION TRAIN-THE-TRAINERS, NATIONAL CHILD TAX CREDIT OUTREACH, ASSET-BUILDING RESEARCH, THE NATIONAL NATIVE EITC/VITA NETWORK, AND FUNDING OF BANK ON ACCOUNTS, CO-CHAIRING PROJECT REACH SUBCOMMITTEE), 2) MINI GRANTS AND LARGER GRANTS TO FUND ASSET-BUILDING PROJECTS, 3) ESTABLISHING AND FUNDING EDUCATIONAL SAVINGS ACCOUNTS FOR AMERICAN INDIAN AND ALASKA NATIVE CHILDREN, 4) FUNDING EMERGENCY SAVINGS ACCOUNTS, 5) INCENTIVES FOR THOSE BUILDING AND REPAIRING CREDIT AND COMPLETING HOMEBUYER EDUCATION COURSE, 6) ONE-ON-ONE FINANCIAL COACHING, AND 7) DOWN PAYMENT ASSISTANCE. IN 2024, THE ORGANIZATION SERVED AN ESTIMATED 13,495 CONSTITUENTS WITH THE ASSET-BUILDER PROFESSIONAL DEVELOPMENT PROGRAM, MINI GRANTS WHICH SUPPORTED NATIVE VITA PROGRAMS IN THE COUNTRY, CHILDREN'S SAVINGS ACCOUNTS, EMERGENCY SAVINGS ACCOUNTS, INCENTIVE PAYMENTS, FINANCIAL COACHING, AND DOWN PAYMENT ASSISTANCE. 719969 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X CHRISTY FINSEL 4057200770 PO BOX 21804 OKLAHOMA CITY OK 73156 ANNA KNIGHT VICE PRESIDENT 2.00 X X 0 0 0 CYNTHIA LOGSDON SECRETARY 2.00 X X 0 0 0 KELLY BRAME DIRECTOR 2.00 X 0 0 0 CHRISTY ESTES TREASURER 2.00 X X 0 0 0 CHRISTINA FINSEL PRESIDENT & EXECUTIVE DIRECTOR 2.00 X X 199541 0 0 199541 0 0 1 0 1 0 0 175 1164244 1164419 72398 72398 MISCELLANEOUS REVENUE 900099 8443 8443 8443 1245260 0 0 80841 224659 224659 258744 258744 199541 155034 33247 11260 8692 6754 1448 490 24060 24060 44 44 55925 49817 6108 1955 1955 1568 1568 10476 10476 2912 2912 69226 7345 61881 10378 10378 DUES AND SUBSCRIPTIONS 12850 12850 MISCELLANEOUS 12321 11957 364 BANK SERVICE CHARGES 6089 5659 430 PRINTING AND PUBLICATIO 2679 2679 68 68 902187 719969 170468 11750 1778913 2152293 806698 769351 0 300 193302 230648 2778913 3152592 12120 7479 12120 7479 X 1736054 2297924 1030739 847189 2766793 3145113 2778913 3152592 343073 35247 0 X X 0 1 X 1 0 X 1198547 923163 2195564 967192 1164419 6448885 1198547 923163 2195564 967192 1164419 6448885 4791750 1657135 5257 4683 15210 66685 72398 164233 6613118 0.25060 0.26030 X THE COALITION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI) BECAUSE IT SATISFIES THE "FACTS AND CIRCUMSTANCES" TEST UNDER SECTION 1.170A-9(F)(3). THE COALITION RECEIVES AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC AND CARRIES ON A CONTINUOUS AND BONA FIDE PROGRAM OF PUBLIC SUPPORT AND IT SATISFIES THE FACTORS TO MEET THE TEST AS PROVIDED BY THE REGULATION.THE COALITION HAS RAISED FUNDS FROM A BROAD ARRAY OF SOURCES OVER THE PAST SEVEN YEARS INCLUDING FOUNDATION GRANTS AND SEVERAL SMALL DONORS. IN 2024 WE RECEIVED FUNDS FROM 5 DIFFERENT ENTITIES. WE HAVE FOUND THAT FOUNDATION SUPPORT IS MORE AVAILABLE THAN SUPPORT FROM SMALL DONORS. THE COALITION DOES HOLD TWICE A YEAR CROWDSOURCE FUNDING CAMPAIGNS TO ATTRACT INDIVIDUAL DONORS. ALSO, THE COALITION SOLICITS AND RECEIVES MEMBERSHIPS, SPONSORSHIPS, AND DONATIONS FROM TRIBES, FOUNDATIONS, INDIVIDUALS, NONPROFITS AND CORPORATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1283441 107645 60298 1330788 1043974 138679 100798 10 1283441 265518 811281 -32815 10 1043974 228827 36701 10 265518 241439 27234 39846 228827 1.00000 0 0 0 JA GLYNN FUND 230648 F 230648 X 1280463 35247 35247 1245216 44 44 1245260 902143 0 902143 44 44 902187 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPLEMENT THE MISSION OF OKLAHOMA NATIVE ASSETS COALITION, INC. AND IN LINE WITH THE ORIGINAL DONOR GIFT GUIDELINES. PART X, LINE 2: MANAGEMENT OF THE ORGANIZATION HAS EVALUATED THE TAX POSITIONS OF THE AGENCY AND BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE AGENCY AT DECEMBER 31, 2024. 1 CHEROKEE NATION COMMERCE SERVICES PO BOX 1669 TAHLEQUAH OK 74465 730757033 0 10000 VITA PROGRAM CHICKASAW NATION PO BOX 1548 ADA OK 74821 731374986 0 10000 VITA PROGRAM COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION OF THE TOHONO OODHAM NATION PO BOX 3130 1 MAIN STREET SUITE 201 SELLS AZ 85634 200908987 0 10000 VITA PROGRAM FALLON PAIUTE SHOSHONE TRIBE 565 RIO VISTA DRIVE FALLON NV 89406 880120723 0 10000 VITA PROGRAM FOUR DIRECTIONS DEVELOPMENT CORPORATION 20 GODFREY DRIVE ORONO ME 04473 010544468 0 10000 VITA PROGRAM LAKOTA FUNDS PO BOX 340 KYLE SD 57752 460421416 0 10000 VITA PROGRAM MENOMINEE INDIAN TRIBE OF WI PO BOX 910 KESHENA WI 54135 391205576 0 10000 VITA PROGRAM MUSCOGEE CREEK NATION PO BOX 580 OKMULGEE OK 74447 731357965 0 10000 VITA PROGRAM OSAGE FINANCIAL RESOURCES INC 1825 E MAIN PAWHUSKA OK 74056 202404539 0 20000 ASSET BUILDING PROGRAM PUEBLO OF ACOMA HOUSING AUTHORITY 6A SUNRISE RD 6A ACOMA PUEBLO NM 87034 850252748 0 10000 VITA PROGRAM STOCKBRIDGE-MUNSEE BAND OF MOHICAN INDIANS N8705 MOHHECONNUCK RD BOWLER WI 54416 391145449 0 10000 VITA PROGRAM TLINGIT HAIDA REGIONAL HOUSING AUTHORITY 5446 JENKINS DRIVE JUNEAU AK 99801 920044273 0 10000 VITA PROGRAM WALKER RIVER PAIUTE TRIBE 1022 HOSPITAL ROAD/PO BOX 220 SCHURZ NV 89427 880139307 0 10000 VITA PROGRAM WARM SPRINGS COMMUNITY ACTION AGENCY 1136 PAIUTE AVE WARM SPRINGS OR 97761 161633303 0 10000 VITA PROGRAM WHITE EARTH INVESTMENT INITIATIVE 407 MAIN STREET PO BOX 38 OGEMA MN 56569 010732253 0 15000 VITA PROGRAM YSLETA DEL SUR PUEBLO 9180 SOCORRO ROAD EL PASO TX 79927 741851338 0 10000 VITA PROGRAM CHIEF DULL KNIFE COLLEGE 1 COLLEGE DR LAME DEER MT 59043 810351900 0 10000 VITA PROGRAM NOTTAWASEPPI HURON BANDOFTHE POTAWATOMI 311 STATE STREET GRAND RAPIDS MI 49503 382142598 0 10000 VITA PROGRAM SAVINGS ACCOUNTS 348 85400 DOWN PAYMENT ASSISTANCE 24 120344 EMERGENCY CASH ASSISTANCE 106 53000 X X X X 0 0 0 0 0 0 0 0 0 CHRISTINA FINSEL PRESIDENT & EXECUTIVE DIRECTOR 199541 0 0 0 0 0 0 0 0 0 199541 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B) HAS READ AND UNDERSTANDS THE POLICY, C) HAS AGREED TO COMPLY WITH THE POLICY, AND D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARLY IN ACTIVITES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE DIRECTOR EACH YEAR BY REVIEWING COMPARABLE SALARIES WITH OTHER ORGANIZATIONS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES