United Way Of Southwest Oklahoma Inc
- Assets
- $2.6m
- Revenue
- $1.3m
- Investments
- $0.0
- Employees
- 5
- Location
- Lawton, OK
- Founding
- 05/1957
- Data as of
- 06/2021
- EIN
- 73-6053875
Organization Overview
United Way Of Southwest Oklahoma Inc is located in Lawton, OK. The organization was established in 1957. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, United Way Of Southwest Oklahoma Inc employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Southwest Oklahoma Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, United Way Of Southwest Oklahoma Inc generated $1.3m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.5%) each year. All expenses for the organization totaled $1.1m during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (3.2%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Southwest Oklahoma Inc has awarded 135 individual grants totaling $6,434,857. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
IMPROVE LIVES BY MOBILIZING THE CARING POWER WITHIN OUR COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
AGENCY ALLOCATION/FUND DISTRIBUTION-FUNDS FROM THE FYE 2020 CAMPAIGN WERE DISTRIBUTED TO 17 DIFFERENT 501(C)3 NON-PROFIT HEALTH AND HUMAN SERVICES PROVIDERS AND OTHER ORGANIZATIONS DESIGNATED BY THE DONORS. PROGRAMS FUNDED THROUGH OUR NEEDS ASSESSMENT AND VOLUNTEER REVIEW PROCESS MUST MEET STRINGENT GUIDELINES FOR OUTCOMES, FINANCIAL RESPONSIBILITY AND VOLUNTEER BOARD INVOLVEMENT. COMMUNITY VOLUNTEERS SERVE AS THE REVIEW PANEL FOR THIS PROCESS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lauren Ellis President & | Officer | 40 | $76,950 |
David Vinall Vice Chair | OfficerTrustee | 2 | $0 |
Gloria Martinez Assistant Tr | OfficerTrustee | 3 | $0 |
John Noel Immediate Pa | OfficerTrustee | 3 | $0 |
Jennifer Ellis Vice-Chair E | OfficerTrustee | 0.5 | $0 |
George Porter Chair | OfficerTrustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $14,045 |
| Related organizations | $0 |
| Government grants | $54,444 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,136,132 |
| Noncash contributions included in lines 1a–1f | $24,346 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,204,621 |
| Total Program Service Revenue | $27,000 |
| Investment income | $22,163 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $276 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,254,060 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $705,020 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $76,950 |
| Compensation of current officers, directors, key employees. | $14,621 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $134,784 |
| Pension plan accruals and contributions | $10,225 |
| Other employee benefits | $24,682 |
| Payroll taxes | $10,456 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $42,750 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $5,838 |
| Fees for services: Other | $17,327 |
| Advertising and promotion | $0 |
| Office expenses | $5,031 |
| Information technology | $3,745 |
| Royalties | $0 |
| Occupancy | $21,102 |
| Travel | $62 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $133 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $12,409 |
| Insurance | $9,559 |
| All other expenses | $6,239 |
| Total functional expenses | $1,143,696 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $198,624 |
| Savings and temporary cash investments | $1,103,895 |
| Pledges and grants receivable | $434,041 |
| Accounts receivable, net | $5,602 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $4,270 |
| Net Land, buildings, and equipment | $315,708 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $560,207 |
| Total assets | $2,622,347 |
| Accounts payable and accrued expenses | $26,299 |
| Grants payable | $133,506 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $43,855 |
| Other liabilities | $0 |
| Total liabilities | $203,660 |
| Net assets without donor restrictions | $1,451,580 |
| Net assets with donor restrictions | $967,107 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,622,347 |
Grants Awarded
Over the last fiscal year, United Way Of Southwest Oklahoma Inc has awarded $699,929 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
SALVATION ARMY CORP | | | $106,644 |
MARIE DETTY YOUTH & FAM SVC | | | $106,420 |
Lawton, OK | | $86,674 |
C CARTER CRANE SHELTER | | | $74,272 |
LAWTON FOOD BANK | | | $70,624 |
TEEN COURT INC | | | $48,495 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that United Way Of Southwest Oklahoma Inc has recieved totaling $18,856.
| Awarding Organization | Amount |
|---|---|
One Warm Coat San Francisco, CA PURPOSE: Charitable | $12,856 |
Centerpoint Energy Foundation Inc Houston, TX PURPOSE: 2021 CORPORATE GIFT | $3,500 |
Eleanor R Gardner Foundation Alliance, NE PURPOSE: CHARITABLE CONTRIBUTION | $2,500 |
Endowment Analysis
| Beg. Balance | $328,767 |
| Earnings | $32,996 |
| Admin Expense | $2,886 |
| Ending Balance | $358,877 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Circle Of Life Springdale, AR | $23,639,439 | $20,357,791 |
United Way Of Central New Mexico Albuquerque, NM | $25,758,904 | $18,629,053 |
Valero Energy Foundation San Antonio, TX | $27,234,889 | $9,027,256 |
Jewish Federation Of St Louis St Louis, MO | $156,968,183 | $19,475,995 |
United Way Of The Plains Wichita, KS | $26,271,888 | $15,996,345 |
Jewish Federation Of Greater Houston Houston, TX | $13,164,896 | $16,157,692 |
Jewish Federation Of Greater Dallas Dallas, TX | $18,027,508 | $11,762,815 |
Shalom Austin Austin, TX | $8,435,174 | $13,067,909 |
Ten Talents Foundation St Louis, MO | $138,781,334 | $2,527,565 |
Jewish Federation Of Greater Kansas City Overland Park, KS | $33,290,589 | $6,944,179 |
United Way Of Larimer County Inc Fort Collins, CO | $7,692,443 | $6,500,342 |
United Way Of El Paso County El Paso, TX | $7,999,389 | $6,622,179 |