Civic Intelligence

United Way of Southwest Oklahoma

EIN 73-6053875 • 501(c)3 • Lawton, OK

View Organization Page

Profile

United way of southwest oklahoma mobilizes the communities we serve in ways no single agency, individual or government can to enhance the ability of people to care. United way of southwest oklahoma capitalizes on the abilities of hundreds of volunteers to help determine critical community needs, assess the value of programs seeking funding and determine and leverage adequate funding for those programs. We work to increase awareness and engage volunteers to raise funds to support services that address those needs. We collaborate with many organizations on community issues. We strive to build the skills of volunteers who serve as non-profit board members. Our direct programs include success by 6/smart start which serves 3,700 children 0-6 and their caregivers, and our volunteer center that engages individuals as volunteers for united way including 800 youth.

1116 SW A AveLawton, OK 73501

www.uwswok.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

58th percentile

0.12x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

59th percentile

8.9%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$75,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

6.7%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$2,436,834

Down $74,315 (-3.0%) from 2024

Liabilities

Down

$162,841

Down $25,987 (-14%) from 2024

Net Assets

Down

$2,273,993

Down $48,328 (-2.1%) from 2024

Operations
Liabilities / Revenue58th percentileNet Margin59th percentile

Revenue

Up

$1,336,219

Up $84,161 (+6.7%) from 2024

Expenses

Down

$1,216,810

Down $6,761 (-0.6%) from 2024

Net Income

Up

$119,409

Up $90,922 (+319%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,240,100Liabilities 2010: $261,040Net Assets 2010: $2,979,0602010Assets 2011: $3,358,096Liabilities 2011: $320,609Net Assets 2011: $3,037,4872011Assets 2012: $2,742,542Liabilities 2012: $297,509Net Assets 2012: $2,445,0332012Assets 2013: $2,499,569Liabilities 2013: $276,174Net Assets 2013: $2,223,3952013Assets 2014: $2,438,688Liabilities 2014: $241,874Net Assets 2014: $2,196,8142014Assets 2015: $2,766,853Liabilities 2015: $256,441Net Assets 2015: $2,510,4122015Assets 2016: $2,709,455Liabilities 2016: $213,001Net Assets 2016: $2,496,4542016Assets 2017: $2,681,870Liabilities 2017: $239,807Net Assets 2017: $2,442,0632017Assets 2018: $2,602,799Liabilities 2018: $122,330Net Assets 2018: $2,480,4692018Assets 2019: $2,547,949Liabilities 2019: $175,632Net Assets 2019: $2,372,3172019Assets 2020: $2,473,934Liabilities 2020: $224,292Net Assets 2020: $2,249,6422020Assets 2021: $2,622,347Liabilities 2021: $203,660Net Assets 2021: $2,418,6872021Assets 2022: $2,556,649Liabilities 2022: $161,632Net Assets 2022: $2,395,0172022Assets 2023: $2,507,667Liabilities 2023: $199,647Net Assets 2023: $2,308,0202023Assets 2024: $2,511,149Liabilities 2024: $188,828Net Assets 2024: $2,322,3212024Assets 2025: $2,436,834Liabilities 2025: $162,841Net Assets 2025: $2,273,9932025

Highlighted filing

2025

Assets$2,436,834
Liabilities$162,841
Net Assets$2,273,993
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,477,1992010Expenses 2011: $1,518,1472011Revenue 2012: $226,067Expenses 2012: $818,521Net Income 2012: -$592,4542012Expenses 2013: $1,731,5732013Revenue 2014: $1,309,908Expenses 2014: $1,338,639Net Income 2014: -$28,7312014Revenue 2015: $1,619,760Expenses 2015: $1,306,162Net Income 2015: $313,5982015Revenue 2016: $1,377,012Expenses 2016: $1,389,278Net Income 2016: -$12,2662016Revenue 2017: $1,252,759Expenses 2017: $1,312,900Net Income 2017: -$60,1412017Revenue 2018: $1,328,441Expenses 2018: $1,290,035Net Income 2018: $38,4062018Revenue 2019: $1,154,562Expenses 2019: $1,216,001Net Income 2019: -$61,4392019Revenue 2020: $1,184,943Expenses 2020: $1,164,813Net Income 2020: $20,1302020Revenue 2021: $1,254,060Expenses 2021: $1,143,696Net Income 2021: $110,3642021Revenue 2022: $1,257,705Expenses 2022: $1,114,629Net Income 2022: $143,0762022Revenue 2023: $1,181,243Expenses 2023: $1,263,828Net Income 2023: -$82,5852023Revenue 2024: $1,252,058Expenses 2024: $1,223,571Net Income 2024: $28,4872024Revenue 2025: $1,336,219Expenses 2025: $1,216,810Net Income 2025: $119,4092025

Highlighted filing

2025

Revenue$1,336,219
Expenses$1,216,810
Net Income$119,409
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,436,834
Liabilities
$162,841
Net assets
$2,273,993
Revenue
$1,336,219
Expenses
$1,216,810
Net income
$119,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.44$0.16$2.27$1.34$1.22$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.19$2.32$1.25$1.22$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.20$2.31$1.18$1.26$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.16$2.40$1.26$1.11$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.20$2.42$1.25$1.14$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.22$2.25$1.18$1.16$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.18$2.37$1.15$1.22$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.12$2.48$1.33$1.29$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.24$2.44$1.25$1.31$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.21$2.50$1.38$1.39$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.26$2.51$1.62$1.31$0.31
2014Summary only. Only limited summary data is available for this year.$2.44$0.24$2.20$1.31$1.34$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.28$2.22$1.73
2012Summary only. Only limited summary data is available for this year.$2.74$0.30$2.45$0.23$0.82$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.32$3.04$1.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.26$2.98$1.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 25, 2026
Return Version
2024v5.0
Gross Receipts
$1,366,875
Mission and Program Overview

Mission

United way of southwest oklahoma mobilizes the communities we serve in ways no single agency, individual, or government can to enhance the ability of people to care. United way of southwest oklahoma capitalizes on the abilities of hundreds of volunteers to help determine critical community needs, assess the value of programs seeking funding and determine and leverage adequate funding for those programs. We work to increase awareness and engage volunteers to raise funds to support services that address those needs. We collaborate with many organizations on community issues. We strive to build the skills of volunteers who serve as non- profit board members.

Improve lives by mobilizing the caring power within our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$978,391$929,491▼ $48,900
Pledges and Grants Receivable$430,649$357,139▼ $73,510
Land, Buildings, and Equipment, Net$291,231$277,791▼ $13,440
Cash and Non-Interest-Bearing Accounts$180,633$166,989▼ $13,644
Prepaid Expenses and Deferred Charges$4,565$6,123▲ $1,558
Intangible Assets$8,179$5,937▼ $2,242
Total Assets$2,511,149$2,436,834▼ $74,315
Other Assets Total$617,501$693,364▲ $75,863
Liabilities
Grants Payable$125,135$75,998▼ $49,137
Accounts Payable and Accrued Expenses$28,380$48,153▲ $19,773
Deferred Revenue$27,000$32,555▲ $5,555
Other Liabilities$8,313$6,135▼ $2,178
Total Liabilities$188,828$162,841▼ $25,987
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,320,715$1,348,111▲ $27,396
Net Assets With Donor Restrictions$1,001,606$925,882▼ $75,724
Total Net Assets Fund Balance$2,322,321$2,273,993▼ $48,328
Total Liabilities and Net Assets / Fund Balance$2,511,149$2,436,834▼ $74,315

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$263,683$236,595$500,278
Equipment$1,608$87,524$89,132
Land$12,500-$12,500
Other Assets Org$693,364--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Carol HerrickInterim PresFT$75,000$75,000
Mark WoommavovahPresident &FT$75,000$75,000

Board Members and Trustees

NameTitle
Natalie FitchChair
Aaron RussellPast Chair
Kelly EdwardsVice Chair
Caitlin GatlinBoard Member
Casey HoneycuttBoard Member
Christy ClarkBoard Member
Cynthia SosaBoard Member
David StringerBoard Member
David VinallBoard Member
Jace ZachariasBoard Member
John Michael MontgomeryBoard Member
John NoelBoard Member
Jonna TurnerBoard Member
Keith ThomasBoard Member
Laci KavanaghBoard Member
Makenzie RidenhourBoard Member
Robert RayburnBoard Member
Taylor FarmerBoard Member
Melody BarberCampaign CHA
Cynthia JohnsonCommun Inves
Dr Sylvia BurgessEthics Offic
Jennifer EllisImmediate Pa
Evan WatsonLegal Counse
Jason HensleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,029,004
Program Service Revenue
$44,376
Investment Income
$264,873
Other Revenue
$-2,034
All Other Contributions
$932,565
Change in Net Assets
$119,409

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
Other Non Cash Contri Table59$34,494Fair Market Value (FMV) ITEM @ DONATION
Other Non Cash Contri Table4$9,500Fair Market Value (FMV) ITEM @ DONATION
Other Non Cash Contri Table4$3,500Fair Market Value (FMV) ITEM @ DONATION
Other Non Cash Contri Table1$1,000Fair Market Value (FMV) ITEM @ DONATION
Total Noncash Contributions68$48,494-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,298,750
Revenue Not Reported on Financial Statements
$37,469
Revenue Not Reported on Form 990
$-108,447
Other Revenue Adjustments
$37,469
Total Revenue per Audited Statements
$1,190,303
Total Revenue per Form 990
$1,336,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$660,557
Salaries, Compensation, and Employee Benefits$324,046
Other Expenses$232,207
Total Fundraising Expense$106,186
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$660,557--$660,557
Current Officers, Directors, Trustees, and Key Employees$90,000$30,000$30,000$150,000
Other Salaries and Wages$63,837$21,279$21,279$106,395
Other Employee Benefits$19,432$6,477$6,477$32,386
Occupancy$13,471$7,513$4,489$25,473
Fees for Services Accounting$14,490$4,830$4,830$24,150
Fees for Services Other$12,418$4,139$4,139$20,696
Insurance$12,168$4,057$4,057$20,282
Payroll Taxes$12,138$4,046$4,046$20,230
Depreciation Depletion$9,409$3,136$3,136$15,681
All Other Expenses$8,039$4,800$2,680$15,519
Pension Plan Contributions$9,021$3,007$3,007$15,035
Fees for Service Investment Mgmnt Fees-$8,835-$8,835
Information Technology$4,329$1,443$1,443$7,215
Other Expenses$5,360$2,733$1,787$7,147
Conferences and Meetings$4,098-$1,024$5,122
Office Expenses$2,695$902$898$4,495
Travel$1,385-$462$1,847
Interest-$381-$381
Total Functional Expenses$993,347$117,277$106,186$1,216,810

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,238,631
Total Expenses per Form 990$1,216,810
Expenses per Audited Statements$1,207,975
Expenses Not Reported on Form 990$30,656
Expenses Not Reported on Financial Statements$8,835
Other Expense Adjustments$8,835
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marie Detty Youth & Fam SvcsLawton, OK--$128,250
Salvation Army CorpLawton, OK--$100,271
Center for Creative LivingLawton, OK--$78,358
Lawton Food BankLawton, OK--$62,638
Might Technology & Learning CenterLawton, OK--$62,379
Teen Court IncLawton, OK--$53,672
Hearts That CareLawton, OK--$43,731
Casa of Sw OklahomaLawton, OK--$34,886
Christian Family Counseling CeLawton, OK--$34,094
Family Promise LawtonLawton, OK--$23,463
Catholic CharitiesLawton, OK--$13,145
Boy Scouts Last Frontier CounLawton, OK--$12,393
Girl Scouts WokOklahoma City, OK--$7,185
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$30,656
Fundraising Gross Income$28,622
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Kick Off Gala$103,293$22,153$22,153$0
Golf Tourney$11,016$3,920$5,954$-2,034
Total Events$125,061$28,622$30,656$-2,034
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$6,135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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

“The form 990 is prepared by an independent accountant. A copy of the return is provided to board members for review and comment prior to filing.”

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

“The officers and directors sign an annual code of ethics document.”

Form 990, Page 6, Part VI, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
United Way of Southwest Oklahoma
EIN
73-6053875
Phone
5803550218
Address
1116 SW A AVE, LAWTON, OK 73501

Signing Officer

Name
Iola Noble
Title
President & CEO
Phone
5803550218
Signed
2026-03-25

Organization Details

Principal Officer
Iola Noble
Formed
1963
Legal Domicile
Ok
Voting Board Members
24
Independent Board Members
24
Employees
8
Volunteers
441

Preparer

Firm
Gray Blodgett & Company Pllc
Address
629 24TH AVE SW, NORMAN, OK 73069-3912
Preparer
C Janese Shepard
Phone
4053605533
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“United way of southwest oklahoma mobilizes the communities we serve in ways no single agency, individual, or government can to enhance the ability of people to care. United way of southwest oklahoma capitalizes on the abilities of hundreds of volunteers to help determine critical community needs, assess the value of programs seeking funding and determine and leverage adequate funding for those programs. We work to increase awareness and engage volunteers to raise funds to support services that address those needs. We collaborate with many organizations on community issues. We strive to build the skills of volunteers who serve as non- profit board members.”

Form 990, Part XI, Line 9

“Uncollectible pledges -28,634”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Special events direct expense 30,656”

Schedule D, Page 4, Part XI, Line 4B

“Uncollectible pledges 28,634 investment management fees 8,835”

Schedule D, Page 4, Part XII, Line 2D

“Special events direct expense 30,656”

Schedule D, Page 4, Part XII, Line 4B

“Investment management fees 8,835”

Raw XML AppendixShowing 400 of 738 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/Form990PartVIISectionAGrp/PersonNm4JASON HENSLEY
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IRS990/Form990PartVIISectionAGrp/PersonNm24MAKENZIE RIDENHOUR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMEDIATE PA
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CAMPAIGN CHA
IRS990/Form990PartVIISectionAGrp/TitleTxt8ETHICS OFFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt9COMMUN INVES
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22LEGAL COUNSE
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
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IRS990/MissionDesc0UNITED WAY OF SOUTHWEST OKLAHOMA MOBILIZES THE COMMUNITIES WE SERVE IN WAYS NO SINGLE AGENCY, INDIVIDUAL, OR GOVERNMENT CAN TO ENHANCE THE ABILITY OF PEOPLE TO CARE. UNITED WAY OF SOUTHWEST OKLAHOMA CAPITALIZES ON THE ABILITIES OF HUNDREDS OF VOLUNTEERS TO HELP DETERMINE CRITICAL COMMUNITY NEEDS, ASSESS THE VALUE OF PROGRAMS SEEKING FUNDING AND DETERMINE AND LEVERAGE ADEQUATE FUNDING FOR THOSE PROGRAMS. WE WORK TO INCREASE AWARENESS AND ENGAGE VOLUNTEERS TO RAISE FUNDS TO SUPPORT SERVICES THAT ADDRESS THOSE NEEDS. WE COLLABORATE WITH MANY ORGANIZATIONS ON COMMUNITY ISSUES. WE STRIVE TO BUILD THE SKILLS OF VOLUNTEERS WHO SERVE AS NON- PROFIT BOARD MEMBERS.
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