Civic Intelligence

Pso United Way

EIN 90-1900427 • 501(c)3 • Tulsa, OK

Profile

TO FUND AREA UNITED WAY

212 E 6th StTulsa, OK 74119
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

42nd percentile

-1.3%

Higher net margin than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

30th percentile

-23%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

171%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$6,263

Down $1,862 (-23%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$6,263

Down $1,862 (-23%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin42nd percentile

Revenue

Up

$148,073

Up $93,360 (+171%) from 2021

Expenses

Up

$149,935

Up $97,427 (+186%) from 2021

Net Income

Down

-$1,862

Down $4,067 (-184%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$10K$5.0K$0Assets 2020: $5,920Liabilities 2020: $0Net Assets 2020: $5,9202020Assets 2021: $8,125Liabilities 2021: $0Net Assets 2021: $8,1252021Assets 2022: $6,263Liabilities 2022: $0Net Assets 2022: $6,2632022

Highlighted filing

2022

Assets$6,263
Liabilities$0
Net Assets$6,263
Open 2022 Filing

Operations Trend

Revenue Growth95th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $22,912Expenses 2020: $16,992Net Income 2020: $5,9202020Revenue 2021: $54,713Expenses 2021: $52,508Net Income 2021: $2,2052021Revenue 2022: $148,073Expenses 2022: $149,935Net Income 2022: -$1,8622022

Highlighted filing

2022

Revenue$148,073
Expenses$149,935
Net Income-$1,862
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,263
Liabilities
$0
Net assets
$6,263
Revenue
$148,073
Expenses
$149,935
Net income
-$1,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.48$1.50$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.55$0.53$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.23$0.17$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 28, 2023
Return Version
2022v5.0
Gross Receipts
$148,073
Mission and Program Overview

Mission

TO FUND AREA UNITED WAY

Program Services

DescriptionGrantsExpenses
TO FUND AREA UNITED WAY$6,782$149,935
Other program services$141,291-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACOB MILLERChairman Of The Board-$0--
KRISTEN DUGGINSDirector-$0--
WADDIE BALLARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pso United Way
EIN
90-1900427
Address
212 E 6TH ST, TULSA, OK 74119

Signing Officer

Name
Waddie Ballard
Title
Director
Phone
9185992662
Signed
2023-03-28
Discuss with paid preparer
No

Preparer

Firm
Tax Teks Inc
Address
8159 E 31ST ST STE B, TULSA, OK 74145
Preparer
Cynthia Snow
Phone
9186228357
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountfundraising events 141,291”

List of grants and similar amounts paid Part I line 10

“Activity united way fundraising grantee tulsa area united way street 1430 s boulder ave city, state, zip tulsa, ok 74119amount 133,045activity united way fundraisingq grantee swok and rogers mayes counties uwaystreet 514 n lynn riggs blvd city, state, zip claremore, ok 74017amount 16,611”

Description of other expenses Part I line 16

“Description amountcheck printing 29tax preparation 250”

Other program services Part III line 31

“Various fundraising raffles and events”

Raw XML Appendix145 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WADDIE BALLARD
IRS990EZ/BooksInCareOfDetail/PhoneNum09185992662
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0212 E 6TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08125
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06263
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06782
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1862
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08125
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06263
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0149656
IRS990EZ/GrossReceiptsAmt0148073
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08125
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06263
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08125
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06263
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACOB MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN DUGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WADDIE BALLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0279
IRS990EZ/OtherRevenueTotalAmt0141291
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND AREA UNITED WAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FUND AREA UNITED WAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06782
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1141291
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0149935
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0149935
IRS990EZ/TotalProgramServiceExpensesAmt0149935
IRS990EZ/TotalRevenueAmt0148073
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027454
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0141291
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt053818
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03135
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0198244
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.12160
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt027454
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019777
IRS990ScheduleA/Total509Grp/TotalAmt027454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0148073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0225698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFUNDRAISING EVENTS 141,291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY UNITED WAY FUNDRAISING GRANTEE TULSA AREA UNITED WAY STREET 1430 S BOULDER AVE CITY, STATE, ZIP TULSA, OK 74119AMOUNT 133,045ACTIVITY UNITED WAY FUNDRAISINGQ GRANTEE SWOK AND ROGERS MAYES COUNTIES UWAYSTREET 514 N LYNN RIGGS BLVD CITY, STATE, ZIP CLAREMORE, OK 74017AMOUNT 16,611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTCHECK PRINTING 29TAX PREPARATION 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VARIOUS FUNDRAISING RAFFLES AND EVENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WADDIE BALLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09185992662
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PSO UNITED WAY
ReturnHeader/Filer/BusinessNameControlTxt0PSOU
ReturnHeader/Filer/EIN0901900427
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 E 6TH ST
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261543262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX TEKS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08159 E 31ST ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074145
ReturnHeader/PreparerPersonGrp/PhoneNum09186228357
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA SNOW
ReturnHeader/ReturnTs02023-03-28T16:11:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WADDIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALLARD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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