Civic Intelligence

Tulsa Area United Way

EIN 73-0580283 • 501(c)3 • Tulsa, OK

Profile

We unite people and resources to improve lives and build a stronger community.

1430 South BoulderTulsa, OK 74119

www.tauw.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.49x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.68x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

46th percentile

3.1%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

3.6%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

7.0%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$39,871,790

Up $1,403,765 (+3.6%) from 2023

Liabilities

Up

$19,592,230

Up $306,421 (+1.6%) from 2023

Net Assets

Up

$20,279,560

Up $1,097,344 (+5.7%) from 2023

Revenue

Up

$28,610,622

Up $1,869,113 (+7.0%) from 2023

Expenses

Up

$27,711,086

Up $1,678,069 (+6.4%) from 2023

Net Income

Up

$899,536

Up $191,044 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $31,780,708Liabilities 2010: $20,322,540Net Assets 2010: $11,458,1682010Assets 2011: $33,087,903Liabilities 2011: $20,550,916Net Assets 2011: $12,536,9872011Assets 2012: $35,571,281Liabilities 2012: $20,350,993Net Assets 2012: $15,220,2882012Assets 2013: $36,573,805Liabilities 2013: $20,590,225Net Assets 2013: $15,983,5802013Assets 2014: $38,279,410Liabilities 2014: $21,116,665Net Assets 2014: $17,162,7452014Assets 2015: $38,336,537Liabilities 2015: $21,181,199Net Assets 2015: $17,155,3382015Assets 2016: $37,000,878Liabilities 2016: $19,701,525Net Assets 2016: $17,299,3532016Assets 2017: $37,738,964Liabilities 2017: $20,005,103Net Assets 2017: $17,733,8612017Assets 2018: $36,454,846Liabilities 2018: $19,741,838Net Assets 2018: $16,713,0082018Assets 2019: $38,268,117Liabilities 2019: $20,370,372Net Assets 2019: $17,897,7452019Assets 2020: $37,870,826Liabilities 2020: $19,774,744Net Assets 2020: $18,096,0822020Assets 2021: $38,352,626Liabilities 2021: $19,849,360Net Assets 2021: $18,503,2662021Assets 2022: $38,050,838Liabilities 2022: $19,776,954Net Assets 2022: $18,273,8842022Assets 2023: $38,468,025Liabilities 2023: $19,285,809Net Assets 2023: $19,182,2162023Assets 2024: $39,871,790Liabilities 2024: $19,592,230Net Assets 2024: $20,279,5602024

Highlighted filing

2024

Assets$39,871,790
Liabilities$19,592,230
Net Assets$20,279,560

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $23,703,7342010Expenses 2011: $23,448,6162011Revenue 2012: $25,508,800Expenses 2012: $22,908,253Net Income 2012: $2,600,5472012Revenue 2013: $24,940,193Expenses 2013: $24,325,222Net Income 2013: $614,9712013Revenue 2014: $26,875,197Expenses 2014: $25,683,093Net Income 2014: $1,192,1042014Revenue 2015: $26,899,689Expenses 2015: $26,606,344Net Income 2015: $293,3452015Revenue 2016: $24,878,833Expenses 2016: $24,818,425Net Income 2016: $60,4082016Revenue 2017: $24,975,175Expenses 2017: $24,720,523Net Income 2017: $254,6522017Revenue 2018: $24,020,408Expenses 2018: $24,911,752Net Income 2018: -$891,3442018Revenue 2019: $27,367,266Expenses 2019: $26,437,035Net Income 2019: $930,2312019Revenue 2020: $25,565,489Expenses 2020: $25,577,712Net Income 2020: -$12,2232020Revenue 2021: $26,094,881Expenses 2021: $25,831,781Net Income 2021: $263,1002021Revenue 2022: $26,084,700Expenses 2022: $25,946,579Net Income 2022: $138,1212022Revenue 2023: $26,741,509Expenses 2023: $26,033,017Net Income 2023: $708,4922023Revenue 2024: $28,610,622Expenses 2024: $27,711,086Net Income 2024: $899,5362024

Highlighted filing

2024

Revenue$28,610,622
Expenses$27,711,086
Net Income$899,536

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$19.6$20.3$28.6$27.7$0.90
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.5$19.3$19.2$26.7$26.0$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.1$19.8$18.3$26.1$25.9$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.4$19.8$18.5$26.1$25.8$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.9$19.8$18.1$25.6$25.6$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.3$20.4$17.9$27.4$26.4$0.93
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$19.7$16.7$24.0$24.9$0.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.7$20.0$17.7$25.0$24.7$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$19.7$17.3$24.9$24.8$0.06
2015Detailed filing. Detailed filing data is available for this year.$38.3$21.2$17.2$26.9$26.6$0.29
2014Detailed filing. Detailed filing data is available for this year.$38.3$21.1$17.2$26.9$25.7$1.19
2013Detailed filing. Detailed filing data is available for this year.$36.6$20.6$16.0$24.9$24.3$0.61
2012Summary only. Only limited summary data is available for this year.$35.6$20.4$15.2$25.5$22.9$2.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$20.6$12.5$23.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$20.3$11.5$23.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 19, 2025
Return Version
2024v5.2
Gross Receipts
$38,121,472
Mission and Program Overview

Mission

The tulsa area united way unites people and resources to improve lives and build a stronger community.

The tulsa area united way unites people and resources to improve lives and strengthen our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$16,328,926$16,666,814▲ $337,888
Investments Other Securities$9,591,172$10,413,053▲ $821,881
Savings and Temporary Cash Investments$8,730,376$8,410,929▼ $319,447
Investments in Publicly Traded Securities$1,894,743$2,140,789▲ $246,046
Cash and Non-Interest-Bearing Accounts$1,018,688$1,345,189▲ $326,501
Land, Buildings, and Equipment, Net$803,987$752,316▼ $51,671
Prepaid Expenses and Deferred Charges$100,133$142,700▲ $42,567
Total Assets$38,468,025$39,871,790▲ $1,403,765
Liabilities
Grants Payable$19,057,050$19,391,879▲ $334,829
Accounts Payable and Accrued Expenses$228,759$200,351▼ $28,408
Total Liabilities$19,285,809$19,592,230▲ $306,421
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,249,372$10,389,603▲ $3,140,231
Net Assets Without Donor Restrictions$11,932,844$9,889,957▼ $2,042,887
Total Net Assets Fund Balance$19,182,216$20,279,560▲ $1,097,344
Total Liabilities and Net Assets / Fund Balance$38,468,025$39,871,790▲ $1,403,765

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$559,851$2,929,460$3,489,311
Equipment$44,174$350,641$394,815
Land$146,587-$146,587
Other Land Buildings$1,704$23,768$25,472
Other Securities$115,479--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,963,547$361,000▲ $241,323-$2,556,268
2023$1,718,556-▲ $254,689-$1,963,547
2022$2,137,741-▼ $325,755$83,000$1,718,556
2021$1,959,755-▲ $262,678$74,000$2,137,741
2020$1,726,783-▲ $242,073-$1,959,755
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony AlisonPresident and CEOFT$266,746$120,984$387,730
Meyer CarlaChief Administrative OfficerFT$150,675$64,191$214,866
Sadler BrentChief Org Dev and Transformation OfficerFT$139,836$37,192$177,028
Sadler BrentChief Org Dev and Transformation Off-$120,461$56,567$177,028
Qualls CynthiaChief Resource Development OfficerFT$116,664$38,049$154,713
Mitchell WesleyExecutive Director - 211eokFT$120,213$26,010$146,223

Board Members and Trustees

NameTitle
Neumaier KarlChair
Grober StephaniaChair-elect
Oldham BrandonVice-chair
Amburgy PamelaDirector
Bennett Iii TomDirector
Bringham HeathDirector
Dukes EmilyDirector
Dupont MichaelDirector
Dye BenDirector
Gates CathyDirector
Goodson LeighDirector
Hair CaraDirector
Hall ElizabethDirector
Hardin TracyDirector
Haynie RyanDirector
Jackson BetsyDirector
Jones StephanieDirector
Kirk MelindaDirector
Levo Feary ChelseaDirector
Mahaney MindyDirector
Milford AaronDirector
Moss Hausam NettaDirector
Odom JacobDirector
Payne JamieDirector
Price-johannsen JackieDirector
Reyes KrystalDirector
Ruiz YobanaDirector
Schmook GenevieveDirector
Smith MarkDirector
Stephen MarkDirector
Strahler Leigh AnneDirector
Taylor KathyDirector
Taylor LyndonDirector
Walden AllisonDirector
Warner BryanDirector
Wilson LaneDirector
Balandran MarioDirector-at-large
Campbell MikealeDirector-at-large
Carter GaryDirector-at-large
Epps LaquishaDirector-at-large
Federline JohnDirector-at-large
Johnson MacyDirector-at-large
Devore RobynAssistant Treasurer
Cavanah KevinEthics Officer
Graham MarkEx Officio
Ratcliff LareronitaSecretary
Mclaughlin RossTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Key PersonnelStaffingPO BOX 700747, Tulsa, OK 74170$188,469
Revenue and Support

Revenue Composition

Contributions and Grants
$27,644,449
Program Service Revenue
$0
Investment Income
$767,399
Other Revenue
$198,774
All Other Contributions
$27,610,708
Change in Net Assets
$899,536

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2,065$287,249Value on Donation Date
Other Non Cash Contri Table25$17,183Fair Market Value
Other Non Cash Contri Table4$1,825Fair Market Value
Total Noncash Contributions2,094$306,257-

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,601,587
Revenue Not Reported on Financial Statements
$1,009,035
Revenue Not Reported on Form 990
$305,871
Other Revenue Adjustments
$999,433
Total Revenue per Audited Statements
$27,907,458
Total Revenue per Form 990
$28,610,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,801,894
Salaries, Compensation, and Employee Benefits$4,373,033
Total Fundraising Expense$2,581,365
Other Expenses$2,536,159
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,801,894--$20,801,894
Other Salaries and Wages$1,149,957$716,452$551,321$2,417,730
Fees for Services Other$817,795$34,557$334,599$1,186,951
Other Employee Benefits$174,873$79,019$654,216$908,108
Current Officers, Directors, Trustees, and Key Employees$150,649$150,649$301,298$602,596
Payments to Affiliates$63,548$87,378$113,857$264,783
Conferences and Meetings$17,101$37,437$197,513$252,051
Payroll Taxes$81,190$59,117$92,565$232,872
Pension Plan Contributions$74,149$66,910$70,668$211,727
Information Technology$39,395$78,549$24,080$142,024
Occupancy$45,137$24,932$57,402$127,471
Depreciation Depletion$35,439$31,896$50,796$118,131
Office Expenses$13,434$49,019$34,077$96,530
Fees for Services Accounting-$47,903-$47,903
Travel$10,596$15,995$16,091$42,682
Advertising$13,436-$10,463$23,899
Other Expenses$0$9,740$5,064$14,804
Fees for Service Investment Mgmnt Fees-$9,602-$9,602
Total Functional Expenses$23,513,265$1,616,456$2,581,365$27,711,086

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$27,711,086
Total Expenses per Audited Statements$26,810,114
Expenses per Audited Statements$26,702,051
Expenses Not Reported on Financial Statements$1,009,035
Other Expense Adjustments$999,433
Expenses Not Reported on Form 990$108,063
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Salvation ArmyTulsa, OK501c3Financial Security, Youth Opportunities$1,300,515
FAMILY & CHILDREN'S SERVICESTulsa, OK501c3Healthy Community, Youth Opportunities$1,156,968
Domestic Violence Intervention ServicesTulsa, OK501c3Healthy Community$931,425
Youth Services of TulsaTulsa, OK501c3Healthy Community, Youth Opportunities, Financial Security$890,461
Life Senior SevicesTulsa, OK501c3Healthy Community, Community Resiliency, Financial Security$858,431
Ymca of Greater TulsaTulsa, OK501c3Healthy Community, Youth Opportunities$757,886
Community Action Project of Tulsa CountyTulsa, OK501c3Youth Opportunities, Financial Security$686,031
Goodwill Industries of TulsaTulsa, OK501c3Financial Security$651,351
The Parent Child Center of TulsaTulsa, OK501c3Youth Opportunities, Safe Babies Court$618,249
A New LeafTulsa, OK501c3Healthy Community, Financial Security$556,236
Mental Health Association OklahomaTulsa, OK501c3Healthy Community, Community Resiliency, Financial Security$551,917
Tulsa CaresTulsa, OK501c3Healthy Community, Financial Security$533,763
The Center for Individuals With Physical ChallengesTulsa, OK501c3Healthy Community$498,942
Street SchoolTulsa, OK501c3Youth Opportunities$465,007
Boy Scouts of America (indian Nations Council)Tulsa, OK501c3Youth Opportunities$464,501
American Red Cross Tulsa Area ChapterTulsa, OK501c3Community Resiliency$451,250
Palmer Continuum of Care IncTulsa, OK501c3Healthy Community$445,274
Legal Aid Services of OklahomaTulsa, OK501c3Financial Security$442,481
Ywca TulsaTulsa, OK501c3Healthy Community, Community Resiliency$437,577
Morton Comprehensive Health ServicesTulsa, OK501c3Healthy Community, Financial Security$375,000
Kipp AcademyTulsa, OK501c3Youth Opportunities$353,875
Girl Scouts of Eastern OklahomaTulsa, OK501c3Youth Opportunities$351,135
Tulsa Boys HomeTulsa, OK501c3Healthy Community$343,495
Camp Fire USA Green Country Council IncTulsa, OK501c3Youth Opportunities$322,894
Youth at HeartTulsa, OK501c3Youth Opportunities$300,000
Reading PartnersTulsa, OK501c3Youth Opportunities$293,750
Child Advocacy NetworkTulsa, OK501c3Youth Opportunities$280,125
Big Brothers Big Sisters of OklahomaTulsa, OK501c3Youth Opportunities$277,790
Tulsa Day CenterTulsa, OK501c3Financial Security$255,000
The Bridges FoundationTulsa, OK501c3Financial Security$228,223
Grand Mental HealthTulsa, OK501c3Healthy Community$200,000
ImpacttulsaTulsa, OK501c3Community Collaborative in Support of Education$200,000
Ability ResourcesTulsa, OK501c3Healthy Community$196,345
Center for Housing SolutionsTulsa, OK501c3Homelessness Collaboration$196,000
The Arc of OklahomaTulsa, OK501c3Community Resiliency, Healthy Community$186,974
Crosstown Learning CenterTulsa, OK501c3Youth Opportunities$175,000
Youth Services of Creek CountySapulpa, OK501c3Healthy Community, Youth Opportunities$173,500
Foundation for Tulsa SchoolsTulsa, OK501c3Strong Tomorrows$160,000
Catholic CharitiesTulsa, OK501c3Healthy Community$150,000
Center for Employment OpportunitiesTulsa, OK501c3Financial Security$150,000
City YearTulsa, OK501c3Youth Opportunities$150,000
Madison Strategies GroupTulsa, OK501c3Financial Security$150,000
Operation Aware OklahomaTulsa, OK501c3Healthy Community$142,778
Okmulgee County Family Resource CenterOkmulgee, OK501c3Healthy Community, Youth Opportunities$129,634
Okmulgee Okfuskee County Youth ServicesOkmulgee, OK501c3Healthy Community, Youth Opportunities$127,197
Hospice of Green CountryTulsa, OK501c3Healthy Community$123,178
AmplifyTulsa, OK501c3Community Collaborative in Support of Expanding Sex Education, Promoting Healthy Relationships, and Engaging in Public Conversation.$120,000
Show IncSapulpa, OK501c3Healthy Community, Financial Security$116,732
Hunger Free OklahomaTulsa, OK501c3Collaboration Grant in Support of Food Security.$113,000
Tulsa Casa IncTulsa, OK501c3Youth Opportunities$112,609
Bristow Social ServicesBristow, OK501c3Financial Security$97,580
Tristesse Grief CenterTulsa, OK501c3Healthy Community$97,500
Okmulgee County Homeless ShelterOkmulgee, OK501c3Bridge Funding in Support of Financial Security$93,000
Smiles of FaithTulsa, OK501c3Healthy Community$90,000
Broken Arrow NeighborsBroken Arrow, OK501c3Financial Security$80,192
Caring Community Friends Inc of SapulpaSapulpa, OK501c3Financial Security$80,000
Wagoner Area NeighborsWagoner, OK501c3Financial Security$80,000
Community Health ConnectionTulsa, OK501c3Bridge Funding in Support of Health Community$78,000
Tulsa Regional Stem AllianceTulsa, OK501c3Community Collaborative in Support of Education$76,000
Sand Springs Community ServicesSand Springs, OK501c3Financial Security$72,079
Healthy Minds - a Fund at Tulsa Community FoundationTulsa, OK501c3Community Collaboration Grant in Support of Mental Health Across All Ages$70,000
Global GardensTulsa, OK501c3Youth Opportunities$68,120
Domestic Violence Intervention Services Sapulpa County Family Resource CentTulsa, OK501c3Capacity Building$65,500
United Way of Rogers and Mayes CountiesClaremore, OK501c3Funds Health and Human Service Organizations$65,000
Owasso Community ResourcesOwasso, OK501c3Financial Security$60,660
WILL'S HOUSEJenks, OK501c3Innovation Grant in Support of Providing Customized Respite Care to Support Families Caring for Children or Young Adults With Disabilities$60,000
Meals on WheelsTulsa, OK501c3Healthy Community$50,000
East Tulsa Main StreetTulsa, OK501c3Innovation Grant in Support of a Neighborhood Based Civic Engagement Program in the Tulsa Global District$45,000
Empower- EdTulsa, OK501c3Innovation Grant in Support of Personalized Academic Guidance, Emotional Growth, and Pathways to Postsecondary Success for Underprivileged Youth.$45,000
Oklahoma Access to Justice FoundationTulsa, OK501c3Innovation Grant in Support of Plain Language Educational Videos to Promote Tenant Rights and Responsibilities$45,000
Broken Arrow Seniors IncBroken Arrow, OK501c3Healthy Community$41,843
Creek County Literacy ProgramSapulpa, OK501c3Community Resiliency, Youth Opportunities$34,655
Clubhouse TulsaTulsa, OK501c3Healthy Community$33,333
Tulsa Black Mental Health AllianceTulsa, OK501c3Innovation Grant in Support of an Online Directory and Resource Hub to Improve Mental Health Outcomes$20,000
Tulsa Higher Education Consortium - a Component of Tulsa Community FoundatiTulsa, OK501c3Increase Fafsa Completion$20,000
Leadership Tulsa - New VoicesTulsa, OK501c3Intiative to Increase Diveristy on Tulsa Area United Way Agency Boards$17,000
Tulsa Regional ChamberTulsa, OK501c3Bridge to the Future$12,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

There are numerous business relationships within the board. Our board contains the heads of major employers such as banks, local utility companies, and health insurance providers. Board members are required to annually disclose any interest that could give rise to conflicts. Circumstances which create possible conflicts are reviewed by the finance and audit committee. Should the committee determine that a potential conflict of interest is present, that information will be taken to the executive committee of the board of directors. The executive committee will address concerns regarding potential conflicts of interest and take appropriate action to resolve any conflict.

Form 990, Part VI, Section A, Line 4

Amended and restated the certificate of incorporation and the bylaws as a part of the organization's overall update for its current practices.

Form 990, Part VI, Section A, Line 6

All of the board of directors are considered members of the organization.

Form 990, Part VI, Section A, Line 7A

The directors are elected by the member/directors.

Form 990, Part VI, Section B, Line 11B

A draft and final version are reviewed and approved by the finance and audit committee. The final version is provided to the full board at the following meeting.

Form 990, Part VI, Section B, Line 12C

Board members are required to annually disclose any interest that could give rise to conflicts. Circumstances which create possible conflicts are reviewed by the finance and audit committee. Should the committee determine that a potential conflict of interest is present, that information will be taken to the executive committee of the board of directors. The executive committee will address concerns regarding potential conflicts of interest and take appropriate action to resolve any conflict.

Form 990, Part VI, Section B, Line 15

Our compensation committee meets twice per year to discuss, review, and approve compensation for the upcoming year for the ceo. They also review and approve the pay scale for all other employees, which was developed using comparability data of surrounding non-profits and businesses as well as like sized united ways. The committee decisions are ultimately approved by the executive committee of the board of directors.

Form 990, Part VI, Section C, Line 19

Financial statements are in our annual report and on our website. Our governing documents and conflicts of interest policy are available upon request.

Filing and Contact Details

Filer

Filer Name
Tulsa Area United Way
EIN
73-0580283
Phone
9185837171
Address
1430 SOUTH BOULDER, TULSA, OK 74119

Signing Officer

Name
Alison Anthony
Title
President and CEO
Phone
9185837171
Signed
2025-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alison Anthony
Formed
1924
Legal Domicile
Ok
Voting Board Members
48
Independent Board Members
47
Employees
46
Volunteers
8,715

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
Megan Courtney
Phone
9187452333
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Endowment funds are available for unrestricted use based on our endowment spending policy. The permanently restricted endowment does not allow spending from the original principal amount, $1,000,000. Also, beginning in 2024, the unite forever endowment fund will enhance the organization's capacity to respond to current needs and to initiate forward leaning community investments. On a current basis, funding available will help the organization face challenging economic times, when human services needs are often heightened. On a long term basis, these investments will enhance the organization's community building capacity.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Designations to other charities 999,433.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Designations to other charities 999,433.

Raw XML AppendixShowing 400 of 1,730 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0228759
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0200351
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES.
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