Form 990 for tax year 2023

Filed by TULSA AREA UNITED WAY.

Totals

Total revenue: $26,741,509
Total expenses: $26,033,017
Contributions and grants received: $26,052,299
Grants paid: $20,218,672
Program services expenses (Part IX): $22,428,911
Management and general expenses: $1,450,627
Fundraising expenses: $2,153,479
Program service expenses (Part III): $22,428,911

Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

KEITH KAREN

CHAIR

Total calculated

$0

Hours/week

2
JOHNSON KIMBERLY

VICE-CHAIR

Total calculated

$0

Hours/week

1
NEUMAIER KARL

CHAIR-ELECT

Total calculated

$0

Hours/week

4
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

1
CAVANAH KEVIN

ETHICS OFFICER

Total calculated

$0

Hours/week

1
AMBURGY PAMELA

DIRECTOR

Total calculated

$0

Hours/week

2
BENNETT III TOM

DIRECTOR

Total calculated

$0

Hours/week

1
BOGLE MELISSA

DIRECTOR

Total calculated

$0

Hours/week

3
BRINGHAM HEATH

DIRECTOR

Total calculated

$0

Hours/week

1
CARTER GARY

DIRECTOR-AT-LARGE

Total calculated

$0

Hours/week

1
DEVORE ROBYN

DIRECTOR

Total calculated

$0

Hours/week

1
DORWART ERICA

DIRECTOR

Total calculated

$0

Hours/week

1
DUPONT MICHAEL

DIRECTOR-AT-LARGE

Total calculated

$0

Hours/week

1
DUKES EMILY

DIRECTOR-AT-LARGE

Total calculated

$0

Hours/week

1
DYE BEN

DIRECTOR

Total calculated

$0

Hours/week

2
GATES CATHY

DIRECTOR

Total calculated

$0

Hours/week

2
GOODSON LEIGH

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

2
HARDIN TRACY

DIRECTOR

Total calculated

$0

Hours/week

1
HARTZLER KIRT

DIRECTOR

Total calculated

$0

Hours/week

1
HAUSAM NETTA

DIRECTOR-AT-LARGE

Total calculated

$0

Hours/week

1
HAYNIE RYAN

DIRECTOR

Total calculated

$0

Hours/week

1
HONEL LARRY

DIRECTOR

Total calculated

$0

Hours/week

1
JACKSON BETSY

DIRECTOR

Total calculated

$0

Hours/week

8
JOHNSON MACY

DIRECTOR-AT-LARGE

Total calculated

$0

Hours/week

1
JONES STEPHANIE

DIRECTOR-AT-LARGE

Total calculated

$0

Hours/week

1
KIRK MELINDA

DIRECTOR

Total calculated

$0

Hours/week

11
LEHR WARREN

DIRECTOR

Total calculated

$0

Hours/week

1
MAGUFFEE BRENDON

DIRECTOR-AT-LARGE

Total calculated

$0

Hours/week

1
MATTHEWS SEN KEVIN

DIRECTOR

Total calculated

$0

Hours/week

1
MILFORD AARON

DIRECTOR

Total calculated

$0

Hours/week

1
ODOM JACOB

DIRECTOR

Total calculated

$0

Hours/week

2
OLDHAM BRANDON

DIRECTOR

Total calculated

$0

Hours/week

1
PAYNE JAMIE

DIRECTOR

Total calculated

$0

Hours/week

1
PRICE-JOHANNSEN JACKIE

DIRECTOR

Total calculated

$0

Hours/week

1
REYES KRYSTAL

DIRECTOR

Total calculated

$0

Hours/week

1
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

1
SIEGFRIED BAILEY

DIRECTOR-AT-LARGE

Total calculated

$0

Hours/week

1
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
STRAHLER LEIGH ANNE

DIRECTOR

Total calculated

$0

Hours/week

1
TAYLOR KATHY

DIRECTOR

Total calculated

$0

Hours/week

4
WALDEN ALISON

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

PRESIDENT AND CHIEF EXECCUTIVE OFFICER

Total calculated

$375,897

From this org

$325,098

From related orgs

$0

Other

$50,799

Hours/week

40

Schedule J breakdown matched by us

Base

$257,598

Bonus

$67,500

Other

$0

Deferred

$25,743

Nontaxable benefits

$25,056

Filer's total

$375,897
MEYER CARLA

CHIEF ADMINISTRATIVE OFFICER

Total calculated

$203,702

From this org

$166,008

From related orgs

$0

Other

$37,694

Hours/week

40

Schedule J breakdown matched by us

Base

$143,128

Bonus

$22,880

Other

$0

Deferred

$13,760

Nontaxable benefits

$23,934

Filer's total

$203,702
SADLER BRENT

CHIEF ORG DEV AND TRANSFORMATION OFFICER

Total calculated

$168,918

From this org

$133,808

From related orgs

$0

Other

$35,110

Hours/week

40

Schedule J breakdown matched by us

Base

$114,998

Bonus

$18,810

Other

$0

Deferred

$11,457

Nontaxable benefits

$23,653

Filer's total

$168,918
QUALLS CYNTHIA

CHIEF RESOURCE DEVELOPMENT OFFICER

Total calculated

$149,824

From this org

$131,222

From related orgs

$0

Other

$18,602

Hours/week

40
MITCHELL ANNIE

VP OF COMMUNITY INVESTMENTS

Total calculated

$127,398

From this org

$102,311

From related orgs

$0

Other

$25,087

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 · Independent compensation consultant
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 SALVATION ARMY

$1,300,515

HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION
FAMILY & CHILDREN'S SERVICES

$1,192,968

HEALTH & SAFETY, EDUCATION, COMMUNITY COLLABORATION GRANT IN SUPPORT OF COMMUNITY REPONSE TEAM.
DOMESTIC VIOLENCE INTERVENTION SERVICES

$931,425

HEALTH & SAFETY, FINANCIAL STABILITY
YOUTH SERVICES OF TULSA

$890,461

HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION
LIFE SENIOR SEVICES

$858,431

HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION
YMCA OF GREATER TULSA

$719,309

HEALTH & SAFETY, EDUCATION
GOODWILL INDUSTRIES OF TULSA

$651,351

FINANCIAL STABILITY
COMMUNITY ACTION PROJECT OF TULSA COUNTY

$637,531

FINANCIAL STABILITY, EDUCATION, SIEMER
THE PARENT CHILD CENTER OF TULSA

$618,249

HEALTH & SAFETY; SAFE BABIES COURT
MENTAL HEALTH ASSOCIATION OKLAHOMA

$551,917

HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION

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

Provenance

Return type: form_990
Tax year: 2023
Filed: 20 June 2024
IRS schema version: 2023v5.1
Source object: 202401779349300100

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

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