Tulsa Area United Way
- Assets
- $38.4m
- Revenue
- $26.1m
- Investments
- $9.6m
- Employees
- 43
- Location
- Tulsa, OK
- Founding
- 11/1951
- Data as of
- 12/2021
- EIN
- 73-0580283
Organization Overview
Tulsa Area United Way is located in Tulsa, OK. The organization was established in 1951. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Tulsa Area United Way employed 43 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Tulsa Area United Way is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Tulsa Area United Way generated $26.1m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.4%) each year. All expenses for the organization totaled $25.8m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (0.4%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Tulsa Area United Way has awarded 686 individual grants totaling $169,352,367. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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.
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
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Anthony Alison Chief Executive Officer | OfficerTrustee | 40 | $303,463 |
Meyer Carla Chief Administrative Officer | Officer | 40 | $131,498 |
Qualls Cynthia Chief Resource Development Officer | 40 | $123,311 | |
Sadler Brent Chief Community Investments Officer | 40 | $115,721 | |
Hemme Krista Chief Marketing Officer | 40 | $111,363 | |
Lawhorn Caron Chair | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $12,104 |
| All other contributions, gifts, grants, and similar amounts not included above | $25,725,955 |
| Noncash contributions included in lines 1a–1f | $254,619 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $25,738,059 |
| Total Program Service Revenue | $0 |
| Investment income | $74,935 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $221,552 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $26,094,881 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $21,592,766 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $519,105 |
| Compensation of current officers, directors, key employees. | $129,776 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,795,507 |
| Pension plan accruals and contributions | $121,801 |
| Other employee benefits | $330,348 |
| Payroll taxes | $177,159 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $99,606 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $10,692 |
| Fees for services: Other | $127,604 |
| Advertising and promotion | $86,333 |
| Office expenses | $31,720 |
| Information technology | $97,402 |
| Royalties | $0 |
| Occupancy | $98,764 |
| Travel | $13,768 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,666 |
| Interest | $0 |
| Payments to affiliates | $391,530 |
| Depreciation, depletion, and amortization | $94,615 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $25,831,781 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $436,040 |
| Savings and temporary cash investments | $9,856,829 |
| Pledges and grants receivable | $15,796,559 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $71,061 |
| Net Land, buildings, and equipment | $565,282 |
| Investments—publicly traded securities | $2,065,611 |
| Investments—other securities | $9,561,244 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $38,352,626 |
| Accounts payable and accrued expenses | $120,391 |
| Grants payable | $19,728,969 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $19,849,360 |
| Net assets without donor restrictions | $12,752,398 |
| Net assets with donor restrictions | $5,750,868 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $38,352,626 |
Grants Awarded
Over the last fiscal year, Tulsa Area United Way has awarded $21,504,139 in support to 79 organizations.
| Grant Recipient | Amount |
|---|---|
Tulsa, OK PURPOSE: HEALTH & SAFETY, EDUCATION | $1,647,699 |
Oklahoma City, OK PURPOSE: HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION | $1,310,367 |
Tulsa, OK PURPOSE: HEALTH & SAFETY, FINANCIAL STABILITY | $971,990 |
Tulsa, OK PURPOSE: HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION | $902,352 |
Tulsa, OK PURPOSE: HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION | $830,297 |
Tulsa, OK PURPOSE: HEALTH & SAFETY, EDUCATION | $719,309 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Tulsa Area United Way has recieved totaling $2,500.
| Awarding Organization | Amount |
|---|---|
Moran Family Foundation Tulsa, OK PURPOSE: GENERAL FUND | $2,500 |
Endowment Analysis
| Beg. Balance | $1,959,755 |
| Earnings | $262,678 |
| Admin Expense | $10,692 |
| Other Expense | $74,000 |
| Ending Balance | $2,137,741 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Way Of Greater Houston Houston, TX | $90,238,589 | $64,032,577 |
United Way Of Greater St Louis Inc Saint Louis, MO | $114,175,989 | $83,585,264 |
United Way Of Metropolitan Dallas Inc Dallas, TX | $52,867,984 | $61,265,319 |
United Way Of San Antonio & Bexar County San Antonio, TX | $74,846,616 | $63,219,295 |
Worldwide Inventory Network Inc St Louis, MO | $154,273,003 | $31,738,147 |
United Way Of Greater Kansas City Inc Kansas City, MO | $27,299,107 | $44,015,637 |
Mile High United Way Inc Denver, CO | $62,814,897 | $36,182,511 |
The New Horizons Foundation Inc Colorado Springs, CO | $90,565,468 | $42,722,124 |
United Way Of Tarrant County Fort Worth, TX | $18,831,781 | $22,745,265 |
United Way For Greater Austin Austin, TX | $12,924,459 | $23,251,775 |
Tulsa Area United Way Tulsa, OK | $38,352,626 | $26,094,881 |
United Way Of Denton County Inc Denton, TX | $7,662,302 | $25,065,055 |