Lake Area United Way Inc
- Assets
- $1.3m
- Revenue
- $718.2k
- Investments
- $0.0
- Employees
- 3
- Location
- Muskogee, OK
- Founding
- 09/1939
- Data as of
- 12/2021
- EIN
- 73-0581441
Organization Overview
Lake Area United Way Inc is located in Muskogee, OK. The organization was established in 1939. 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, Lake Area United Way Inc employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lake Area United Way Inc 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, Lake Area United Way Inc generated $718.2k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.6% each year. All expenses for the organization totaled $454.5k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Lake Area United Way Inc has awarded 97 individual grants totaling $1,826,343. 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
UNITING PEOPLE AND RESOURCES TO ADVANCE THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF OUR COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jenny Jamison Executive Dir. | OfficerTrustee | 40 | $0 |
Terry Mckinney Secretary | Trustee | 0 | $0 |
Robin Orman Board Member | Trustee | 0 | $0 |
Ron Dean Board Member | Trustee | 0 | $0 |
Laura Wickizer Secretary | Trustee | 0 | $0 |
Justin Calvert Board Member | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $490,740 |
| Membership dues | $0 |
| Fundraising events | $11,111 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $201,539 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $703,390 |
| Total Program Service Revenue | $0 |
| Investment income | $13,477 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $718,200 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $288,225 |
| 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. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $81,048 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $5,848 |
| Payroll taxes | $6,194 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,558 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $1,732 |
| Office expenses | $712 |
| Information technology | $3,133 |
| Royalties | $0 |
| Occupancy | $8,266 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $1,678 |
| Conferences, conventions, and meetings | $174 |
| Interest | $0 |
| Payments to affiliates | $10,655 |
| Depreciation, depletion, and amortization | $1,131 |
| Insurance | $0 |
| All other expenses | $5,041 |
| Total functional expenses | $454,485 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $672,753 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $314,552 |
| 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 | $0 |
| Net Land, buildings, and equipment | $3,542 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $280,403 |
| Total assets | $1,271,250 |
| Accounts payable and accrued expenses | $51,217 |
| Grants payable | $0 |
| 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 | $2 |
| Total liabilities | $51,219 |
| Net assets without donor restrictions | $868,713 |
| Net assets with donor restrictions | $351,318 |
| 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 | $1,271,250 |
Grants Awarded
Over the last fiscal year, Lake Area United Way Inc has awarded $277,835 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
KELLY B TODD CENTER PURPOSE: TO PROVIDE FUNDING FOR PROGRAMS | $35,364 |
Pigeon Forge, TN PURPOSE: TO PROVIDE FUNDING FOR PROGRAMS | $29,479 |
WISH PURPOSE: TO PROVIDE FUNDING FOR PROGRAMS | $27,495 |
KIDS SPACE PURPOSE: TO PROVIDE FUNDING FOR PROGRAMS | $25,769 |
AMERICAN RED CROSS PURPOSE: TO PROVIDE FUNDING FOR PROGRAMS | $23,692 |
CASA OF MUSKOGEE PURPOSE: TO PROVIDE FUNDING FOR PROGRAMS | $22,410 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Lake Area United Way Inc has recieved totaling $89,060.
| Awarding Organization | Amount |
|---|---|
Feed The Children Inc Oklahoma City, OK PURPOSE: NECESSITIES FOR NEEDY CHILDREN & FAMILIES | $31,098 |
City Of Muskogee Foundation Oklahoma City, OK PURPOSE: DP IMAGINATION LIBRA | $25,000 |
Oge Energy Foundation Inc Oklahoma City, OK PURPOSE: GENERAL SUPPORT | $22,741 |
Lake Region Electric Cooperative Foundation Inc Hulbert, OK PURPOSE: DP IMAGINATION PROG | $6,000 |
One Gas Foundation Inc Tulsa, OK PURPOSE: UNITED WAY MATCHING | $4,221 |
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 |