Civic Intelligence

Ada Regional United Way Inc

EIN 73-0941532 • 501(c)3 • Ada, OK

Profile

Ada regional united way improves lives in our service area by coordinating long-lasting change in health, education, and financial stability.

124 E Main Suite B10Ada, OK 74820

adaunitedway.org

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-3.1%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k 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

48th percentile

-2.6%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-20%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$497,939

Down $13,133 (-2.6%) from 2023

Liabilities

Down

$103,975

Down $8,316 (-7.4%) from 2023

Net Assets

Down

$393,964

Down $4,817 (-1.2%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin39th percentile

Revenue

Down

$207,708

Down $53,433 (-20%) from 2023

Expenses

Down

$214,203

Down $25,453 (-11%) from 2023

Net Income

Down

-$6,495

Down $27,980 (-130%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2010: $458,705Liabilities 2010: $139,530Net Assets 2010: $319,1752010Assets 2011: $463,435Liabilities 2011: $143,226Net Assets 2011: $320,2092011Assets 2012: $468,172Liabilities 2012: $137,442Net Assets 2012: $330,7302012Assets 2013: $487,631Liabilities 2013: $140,832Net Assets 2013: $346,7992013Assets 2014: $505,989Liabilities 2014: $149,354Net Assets 2014: $356,6352014Assets 2015: $490,457Liabilities 2015: $144,809Net Assets 2015: $345,6482015Assets 2016: $501,198Liabilities 2016: $144,774Net Assets 2016: $356,4242016Assets 2017: $474,373Liabilities 2017: $148,972Net Assets 2017: $325,4012017Assets 2018: $453,557Liabilities 2018: $136,674Net Assets 2018: $316,8832018Assets 2019: $518,758Liabilities 2019: $154,591Net Assets 2019: $364,1672019Assets 2020: $595,247Liabilities 2020: $172,000Net Assets 2020: $423,2472020Assets 2021: $559,193Liabilities 2021: $214,077Net Assets 2021: $345,1162021Assets 2022: $440,870Liabilities 2022: $115,356Net Assets 2022: $325,5142022Assets 2023: $511,072Liabilities 2023: $112,291Net Assets 2023: $398,7812023Assets 2024: $497,939Liabilities 2024: $103,975Net Assets 2024: $393,9642024

Highlighted filing

2024

Assets$497,939
Liabilities$103,975
Net Assets$393,964
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$400K$200K$0-$200KExpenses 2010: $243,7522010Expenses 2011: $245,5642011Expenses 2012: $236,2572012Revenue 2013: $255,451Expenses 2013: $239,382Net Income 2013: $16,0692013Revenue 2014: $273,600Expenses 2014: $263,764Net Income 2014: $9,8362014Revenue 2015: $262,459Expenses 2015: $273,446Net Income 2015: -$10,9872015Revenue 2016: $262,718Expenses 2016: $251,942Net Income 2016: $10,7762016Revenue 2017: $231,451Expenses 2017: $262,474Net Income 2017: -$31,0232017Revenue 2018: $230,895Expenses 2018: $239,413Net Income 2018: -$8,5182018Revenue 2019: $308,106Expenses 2019: $260,822Net Income 2019: $47,2842019Revenue 2020: $361,311Expenses 2020: $302,231Net Income 2020: $59,0802020Revenue 2021: $293,262Expenses 2021: $371,330Net Income 2021: -$78,0682021Revenue 2022: $241,357Expenses 2022: $261,680Net Income 2022: -$20,3232022Revenue 2023: $261,141Expenses 2023: $239,656Net Income 2023: $21,4852023Revenue 2024: $207,708Expenses 2024: $214,203Net Income 2024: -$6,4952024

Highlighted filing

2024

Revenue$207,708
Expenses$214,203
Net Income-$6,495
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$497,939
Liabilities
$103,975
Net assets
$393,964
Revenue
$207,708
Expenses
$214,203
Net income
-$6,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.98$1.04$3.94$2.08$2.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.11$1.12$3.99$2.61$2.40$0.21
2022Detailed filing. Detailed filing data is available for this year.$4.41$1.15$3.26$2.41$2.62$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.59$2.14$3.45$2.93$3.71$0.78
2020Detailed filing. Detailed filing data is available for this year.$5.95$1.72$4.23$3.61$3.02$0.59
2019Detailed filing. Detailed filing data is available for this year.$5.19$1.55$3.64$3.08$2.61$0.47
2018Detailed filing. Detailed filing data is available for this year.$4.54$1.37$3.17$2.31$2.39$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.74$1.49$3.25$2.31$2.62$0.31
2016Detailed filing. Detailed filing data is available for this year.$5.01$1.45$3.56$2.63$2.52$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.90$1.45$3.46$2.62$2.73$0.11
2014Detailed filing. Detailed filing data is available for this year.$5.06$1.49$3.57$2.74$2.64$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.88$1.41$3.47$2.55$2.39$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$1.37$3.31$2.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$1.43$3.20$2.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$1.40$3.19$2.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 19, 2025
Return Version
2024v5.0
Gross Receipts
$207,708
Mission and Program Overview

Mission

Ada regional united way improves lives in our service area by coordinating long-lasting change in health, education, and financial stability.

To improve lives by coordinating and promoting the caring power in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$310,263$295,802▼ $14,461
Pledges and Grants Receivable$181,099$184,218▲ $3,119
Investments in Publicly Traded Securities$15,925$17,604▲ $1,679
Cash and Non-Interest-Bearing Accounts$3,785$315▼ $3,470
Total Assets$511,072$497,939▼ $13,133
Liabilities
Grants Payable$110,000$103,500▼ $6,500
Accounts Payable and Accrued Expenses$2,291$475▼ $1,816
Total Liabilities$112,291$103,975▼ $8,316
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$398,781$393,964▼ $4,817
Total Net Assets Fund Balance$398,781$393,964▼ $4,817
Total Liabilities and Net Assets / Fund Balance$511,072$497,939▼ $13,133
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Anna WoodPresident
Oriana McelweeExecutive Di
Cassie BurrowsMember
Chandra MillerMember
Drew AdamsMember
Dylan PetersonMember
Elizabeth HernandezMember
Joe ThomasMember
Kaitlyn AlexanderMember
Quinton ScottMember
Ron AndersonMember
Stacey GolightlyMember
Todd ThomsenMember
Revenue and Support

Revenue Composition

Contributions and Grants
$196,514
Program Service Revenue
$0
Investment Income
$11,194
Other Revenue
$0
Change in Net Assets
$-6,495

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,708
Total Revenue per Audited Statements
$207,708
Total Revenue per Form 990
$207,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,774
Salaries, Compensation, and Employee Benefits$66,977
Other Expenses$47,452
Total Fundraising Expense$41,446
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,774--$99,774
Other Salaries and Wages$36,622$6,104$18,311$61,037
Fees for Services Accounting$4,440$987$4,440$9,867
Occupancy$4,415$981$4,415$9,811
Payroll Taxes$2,582$430$1,291$4,303
Other Expenses$1,167$259$1,166$2,592
Advertising$818$182$818$1,818
Other Employee Benefits$982$164$491$1,637
Insurance$688$153$688$1,529
Travel$515$115$515$1,145
All Other Expenses$65$14$64$143
Office Expenses$40$9$40$89
Total Functional Expenses$161,313$11,444$41,446$214,203

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$214,203
Total Expenses per Audited Statements$214,203
Total Expenses per Form 990$214,203
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ada Homeless ServicesAda, OK--$22,000
Compassion Outreach CenterAda, OK--$15,000
Family Crisis Center IncAda, OK--$14,000
MAMA T'S---$13,750
Abba TablesAda, OK--$12,000
Charity TrackerAda, OK--$7,000
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

“Board review 990 before approval.”

Form 990, Page 6, Part VI, Line 12C

“Each board of director and staff member signs a new list of annual forms. If a board member indicates that they serve on a board of one of our funded agencies, they do not vote on a funding issue.”

Form 990, Page 6, Part VI, Line 15A

“The board performs an annual evaluation and salary review for the executive director.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request at location.”

Filing and Contact Details

Filer

Filer Name
Ada Regional United Way Inc
EIN
73-0941532
Phone
5803322313
Address
124 E MAIN SUITE B10, ADA, OK 74820

Signing Officer

Name
Oriana Mcelwee
Title
Executive Director
Phone
5803322313
Signed
2025-06-19

Organization Details

Principal Officer
Oriana Mcelwee
Formed
1947
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
12
Employees
1

Preparer

Firm
RUSSELL & WILLIAMS CPA'S PC
Address
2812 NW 57TH ST STE 102, OKLAHOMA CITY, OK 73112-7064
Preparer
Autumn L Williams
Phone
4056078743
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“Ada regional united way (aruw) is involved in a variety of community coordination efforts. The executive director is the chair of the pontotoc county community coalition, a member of the pontotoc county emergency food and shelter local board, and is a member of the pontotoc county drug free coalition. Aruw hosted community events including oklahoma partnership for school readiness community converstaions and united way family fun day. Aruw hosts the online volunteer site and coordinates volunteers in our entire service area including site and coordinates volunteers in our entire service area including local high schools and the local university. Aruw is the administrator of the service area's charity tracker online case management system which coordinates the efforts of local agencies helping community members move from dependency on services to self-sufficiency. Aruw works with the local health and human services agencies to maximize the impact that their programs are having on the community. By working together, these programs are able to achieve much more than just what their own program can do. Aruw has been instrumental in improving lives in our services area.”

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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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ABBA TABLES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ADA HOMELESS SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHARITY TRACKER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3COMPASSION OUTREACH CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FAMILY CRISIS CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MAMA T'S
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0113 S JOHNSON
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1627 N BROADWAY AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21124 CRADDUCK RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3605 E 12TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4222 E 12TH ST
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADA REGIONAL UNITED WAY (ARUW) IS INVOLVED IN A VARIETY OF COMMUNITY COORDINATION EFFORTS. THE EXECUTIVE DIRECTOR IS THE CHAIR OF THE PONTOTOC COUNTY COMMUNITY COALITION, A MEMBER OF THE PONTOTOC COUNTY EMERGENCY FOOD AND SHELTER LOCAL BOARD, AND IS A MEMBER OF THE PONTOTOC COUNTY DRUG FREE COALITION. ARUW HOSTED COMMUNITY EVENTS INCLUDING OKLAHOMA PARTNERSHIP FOR SCHOOL READINESS COMMUNITY CONVERSTAIONS AND UNITED WAY FAMILY FUN DAY. ARUW HOSTS THE ONLINE VOLUNTEER SITE AND COORDINATES VOLUNTEERS IN OUR ENTIRE SERVICE AREA INCLUDING SITE AND COORDINATES VOLUNTEERS IN OUR ENTIRE SERVICE AREA INCLUDING LOCAL HIGH SCHOOLS AND THE LOCAL UNIVERSITY. ARUW IS THE ADMINISTRATOR OF THE SERVICE AREA'S CHARITY TRACKER ONLINE CASE MANAGEMENT SYSTEM WHICH COORDINATES THE EFFORTS OF LOCAL AGENCIES HELPING COMMUNITY MEMBERS MOVE FROM DEPENDENCY ON SERVICES TO SELF-SUFFICIENCY. ARUW WORKS WITH THE LOCAL HEALTH AND HUMAN SERVICES AGENCIES TO MAXIMIZE THE IMPACT THAT THEIR PROGRAMS ARE HAVING ON THE COMMUNITY. BY WORKING TOGETHER, THESE PROGRAMS ARE ABLE TO ACHIEVE MUCH MORE THAN JUST WHAT THEIR OWN PROGRAM CAN DO. ARUW HAS BEEN INSTRUMENTAL IN IMPROVING LIVES IN OUR SERVICES AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEW 990 BEFORE APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD OF DIRECTOR AND STAFF MEMBER SIGNS A NEW LIST OF ANNUAL FORMS. IF A BOARD MEMBER INDICATES THAT THEY SERVE ON A BOARD OF ONE OF OUR FUNDED AGENCIES, THEY DO NOT VOTE ON A FUNDING ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD PERFORMS AN ANNUAL EVALUATION AND SALARY REVIEW FOR THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT LOCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ORIANA MCELWEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05803322313
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADA REGIONAL UNITED WAY INC
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