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Nonprofiteer
← TULSA AREA UNITED WAY

Form 990 for tax year 2022

Filed by TULSA AREA UNITED WAY.

Totals

Total revenue
$26,084,700
Total expenses
$25,946,579
Contributions and grants received
$25,879,135
Grants paid
$21,047,795
Program services expenses (Part IX)
$22,283,509
Management and general expenses
$1,392,119
Fundraising expenses
$2,270,951
Program service expenses (Part III)
$22,283,509

Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LYONS TIM

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • JOHNSON KIMBERLY

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SIMMONS PEGGY

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    12

  • RATCLIFF LARERONITA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MCLAUGHLIN ROSS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • PETERSEN FRAUKE

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    2

  • CAVANAH KEVIN

    ETHICS OFFICER

    Total calculated
    $0
    Hours/week
    1

  • BENNETT III TOM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BOGLE MELISSA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BREWER KAYE

    DIRECTOR-AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • BRINGHAM HEATH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARTER GARY

    DIRECTOR-AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • DEERE JOE

    DIRECTOR-AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • DEVORE ROBYN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • DYE BEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GATES CATHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GRAHAM MARK

    EX OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • GROBER STEPHANIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HAIR CARA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HARDIN TRACY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HARTZLER KIRT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HAYNIE RYAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HEWITT JOHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HONEL LARRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HUGHES ALANA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACKSON BETSY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHNSON MACY

    DIRECTOR-AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • LEHR WARREN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MAGUFFEE BRENDON

    DIRECTOR-AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • MARTINOVICH ROB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MATTHEWS KEVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MCGREW BOB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MCLARTY LISA

    DIRECTOR-AT-LARGE

    Total calculated
    $0
    Hours/week
    3

  • MILFORD AARON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NEUMAIER KARL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ODOM JACOB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PRICE-JOHANNSEN JACKIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • REYES KRYSTAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RUIZ YOBANA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCHAUB JOANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHAW LORI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SIEGFRIED BAILEY

    DIRECTOR-AT-LARGE

    Total calculated
    $0
    Hours/week
    2

  • SMITH MARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN MARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHENS STANLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOINEETA PIPESTEM BRENDA

    DIRECTOR-AT-LARGE

    Total calculated
    $0
    Hours/week
    2

  • VAN HANKEN ANNIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • WALDEN ALLISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WARNER BRYAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WHIGHAM AARON

    DIRECTOR-AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • WILSON LANE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY ALISON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $362,135
    From this org
    $315,264
    From related orgs
    $0
    Other
    $46,871
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,264
    Bonus
    $65,000
    Other
    $0
    Deferred
    $24,290
    Nontaxable benefits
    $22,581
    Filer's total
    $362,135

  • MEYER CARLA

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $186,130
    From this org
    $151,219
    From related orgs
    $0
    Other
    $34,911
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,819
    Bonus
    $18,400
    Other
    $0
    Deferred
    $12,330
    Nontaxable benefits
    $22,581
    Filer's total
    $186,130

  • QUALLS CYNTHIA

    CHIEF RESOURCE DEVELOPMENT OFFICER

    Total calculated
    $146,041
    From this org
    $128,156
    From related orgs
    $0
    Other
    $17,885
    Hours/week
    40

  • SADLER BRENT

    CHIEF OD AND TRANSFORMATION OFFICER

    Total calculated
    $159,411
    From this org
    $126,673
    From related orgs
    $0
    Other
    $32,738
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,373
    Bonus
    $16,300
    Other
    $0
    Deferred
    $10,439
    Nontaxable benefits
    $22,299
    Filer's total
    $159,411

  • HEMME KRISTA

    CHIEF MARKETING OFFICER

    Total calculated
    $143,507
    From this org
    $118,575
    From related orgs
    $0
    Other
    $24,932
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION PAYS FOR A MEMBERSHIP TO THE SUMMIT CLUB FOR ALISON ANTHONY.
PART I, LINE 3
COMPENSATION IS APPROVED ANNUALLY BY THE BOARD COMPENSATION COMMITTEE WHICH IS MADE UP OF CURRENT AND FORMER DIRECTORS OF THE ORGANIZATION. THE COMMITTEE DIRECTLY SETS/APPROVES THE PRESIDENT AND CEO'S SALARY AND INDIRECTLY APPROVES ALL OTHER STAFF POSITION SALARIES BASED ON THE RECOMMENDATION OF THE PRESIDENT AND CEO. FOLLOWING THAT COMMITTEE MEETING, AMOUNTS ARE APPROVED BY THE FINANCE AND AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
PART I, LINE 7
VARIABLE COMPENSATION WAS AWARDED TO EMPLOYEES OF THE ORGANIZATION BASED UPON EACH INDIVIDUAL'S PERFORMANCE DURING THE YEAR. EACH YEAR, THE PRESIDENT AND CEO REQUESTS A BUDGET FOR VARIABLE COMPENSATION FROM THE COMPENSATION COMMITTEE. INDIVIDUAL AMOUNTS ARE DISCRETIONARY AND JOINTLY AGREED UPON BY EMPLOYEES' SUPERVISORS AND THE PRESIDENT AND CEO.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
16 August 2023
IRS schema version
2022v5.0
Source object
202322499349300442

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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