Lake Area United Way Inc
- Assets
- $1.2m
- Revenue
- $465.2k
- Investments
- $0.0
- Employees
- 4
- Location
- Muskogee, OK
- Founding
- 09/1939
- Data as of
- 12/2023
- 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 12/2023, Lake Area United Way Inc employed 4 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 12/2023, Lake Area United Way Inc generated $465.2k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 0.1% each year. All expenses for the organization totaled $517.1k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Lake Area United Way Inc has awarded 125 individual grants totaling $2,459,340. 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
2023
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
PROVIDING A BETTER AND SAFER LIFE FOR THE CITIZENS OF MUSKOGEE BY PROMOTING PROGRAMS AND OPPORTUNITIES THAT BUILD A BETTER COMMUNITY WITH THE ASSISTANCE OF EXISTING AGENCIES AND ENTITIES THAT ARE PRESENTLY OPERATING IN THAT CAPACITY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kim Jaquez Executive Director | Officer | 40 | $60,637 |
Mindy Baker Board Member | Trustee | 1 | $0 |
Earnie Gilder Board Member | Trustee | 1 | $0 |
Erin Butler Board Member | Trustee | 1 | $0 |
Rob Frazier Board Member | Trustee | 1 | $0 |
Robin Orman Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $375,915 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $51,944 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $427,859 |
| Total Program Service Revenue | $0 |
| Investment income | $37,319 |
| 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 | $465,178 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $307,978 |
| 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 | $111,424 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $12,170 |
| Payroll taxes | $8,491 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,700 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $2,287 |
| Office expenses | $435 |
| Information technology | $7,702 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $2,541 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,968 |
| Interest | $1,778 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $10,497 |
| Insurance | $198 |
| All other expenses | $20,155 |
| Total functional expenses | $517,106 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $537,375 |
| Savings and temporary cash investments | $76,632 |
| Pledges and grants receivable | $169,785 |
| 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 | $432 |
| Net Land, buildings, and equipment | $13,286 |
| Investments—publicly traded securities | $377,496 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,175,006 |
| Accounts payable and accrued expenses | $547 |
| 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 | $5,781 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $142,089 |
| Total liabilities | $148,417 |
| Net assets without donor restrictions | $1,026,589 |
| Net assets with donor restrictions | $0 |
| 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 | $1,175,006 |
Grants Awarded
Over the last fiscal year, Lake Area United Way Inc has awarded $283,244 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN RED CROSS PURPOSE: TO PROVIDE FUNDING FOR ORG PURPOSE | $21,502 |
BOYS & GIRLS CLUB OF TAHLEQUAH INC PURPOSE: TO PROVIDE FUNDING FOR ORG PURPOSE | $9,998 |
CASA OF MUSKOGEE PURPOSE: TO PROVIDE FUNDING FOR ORG PURPOSE | $26,050 |
CASA OF TAHLEQUAH PURPOSE: TO PROVIDE FUNDING FOR ORG PURPOSE | $7,546 |
GIRL SCOUTS OF EASTERN OKLAHOMA PURPOSE: TO PROVIDE FUNDING FOR ORG PURPOSE | $5,002 |
KELLY B TODD CP & NEUROMUSCULAR CE PURPOSE: TO PROVIDE FUNDING FOR ORG PURPOSE | $39,002 |