UNITED WAY OF NORMAN INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF NORMAN INC (EIN 73-0668684)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-10
- IRS object ID
- 201741309349300719
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T06:56:13-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY PACE & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 W MAIN ST 124 | AddressLine1Txt |
| City | NORMAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730668684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF NORMAN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4053292025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2424 Springer Drive | AddressLine1Txt |
| City | NORMAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE CORLEY | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Phone | 4053292025 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY PACE | PreparerPersonNm |
| Phone | 4053213026 | PhoneNum |
| Preparation | 2017-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LESLIE CHRISTOPHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2424 Springer Ave | AddressLine1Txt |
| City | Norman | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,722,186 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unitedwaynorman.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | To unite and strengthen our community by empowering each person to change lives. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 973 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,945,038 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,707,955 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,270 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,895 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,730 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,336 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,988,038 | PYTotalRevenueAmt |
| CY Total Revenue | $1,722,186 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,210,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,232,321 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $495,248 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $485,181 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $294,795 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $650,648 | PYOtherExpensesAmt |
| CY Other Expenses | $436,551 | CYOtherExpensesAmt |
| PY Total Expenses | $2,355,896 | PYTotalExpensesAmt |
| CY Total Expenses | $2,154,053 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$367,858 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$431,867 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,974,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,929,141 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,225,872 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,290,227 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $748,908 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $638,914 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To unite and strengthen our | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,232,321 | ExpenseAmt |
| Grant | $1,232,321 | GrantAmt |
| Desc | DISTRIBUTIONS TO UNITED WAY AGENCIES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $215,690 | ExpenseAmt |
| Desc | COMMUNITY OUTREACH SEE FORM 990, PAGE 2, PART III, LINE 4B | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $219,345 | ExpenseAmt |
| Desc | COUNCILS: INCOME COUNCIL EDUCATION COUNCIL HEALTH COUNCIL INDEPENDENCE COUNCIL SEE FORM 990, PAGE 2, PART III, LINE 4C | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $104,339 | ExpenseAmt |
| Desc | SUCCESS BY SIX: See Form 990,Page 2,Part III, Line 4d | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $104,339 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,771,695 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY PACE COPC | PersonNm |
| Phone | 4053213026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 W MAIN 124 | AddressLine1Txt |
| City | NORMAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|
| LESLIE CHRISTOPHER | |||
| Chairman | 2.00 | Yes (X) | Yes (X) |
| RENNIE COOK | |||
| Vice-Chair | 2.00 | Yes (X) | Yes (X) |
| BEN ODOM | |||
| Secretary/Treasurer | 2.00 | Yes (X) | Yes (X) |
| STEVE MCDANIEL | |||
| Immediate Past Chair | 2.00 | Yes (X) | Yes (X) |
| STEVE CORLEY | |||
| Audit Chair | 2.00 | Yes (X) | Yes (X) |
| KATHEY DRUMMOND | |||
| Campaign Chair | 2.00 | Yes (X) | |
| RANDY LAFFOON | |||
| Campaign Chair | 2.00 | Yes (X) | |
| TYLER LAREAU | |||
| Campaign Chair | 2.00 | Yes (X) | |
| MARIANN LAWSON | |||
| Campaign Chair | 2.00 | Yes (X) | |
| JASON CLARK | |||
| Director | 2.00 | Yes (X) | |
| SEAN CRANDALL | |||
| Director | 2.00 | Yes (X) | |
| MJ FARZANEH | |||
| Director | 2.00 | Yes (X) | |
| VICKI DAVIS | |||
| Director | 2.00 | Yes (X) | |
| GEORGE WILSON | |||
| Director | 2.00 | Yes (X) | |
| MARK MILLSAP | |||
| Director | 2 | Yes (X) | |
| JAMES CHAPPEL | |||
| Director | 2 | Yes (X) | |
| KAREN HILL | |||
| Director | 2 | Yes (X) | |
| NEIL SCHEMMER | |||
| Director | 2 | Yes (X) | |
| JOE SIANO | |||
| Director | 2 | Yes (X) | |
| PATRICK GRACE | |||
| Director | 2 | Yes (X) | |
| BRUCE MORAIN | |||
| Director | 2 | Yes (X) | |
| PAULA PRICE | |||
| Director | 2 | Yes (X) | |
| CARLY HILL | |||
| Director | 2 | Yes (X) | |
| JT JOHNSON | |||
| Director | 2 | Yes (X) | |
| ROBYN CASTLEBERRY | |||
| Director | 2 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $29,377 | FundraisingAmt |
| Government Grants | $69,501 | GovernmentGrantsAmt |
| All Other Contributions | $1,609,077 | AllOtherContributionsAmt |
| Noncash Contributions | $39,180 | NoncashContributionsAmt |
| Total Contributions | $1,707,955 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Success by Six | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,895 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,895 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,336 | TotalRevenueColumnAmt |
| Exclusion | $12,336 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $29,377 | ContriRptFundraisingEventAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,722,186 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,895 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $12,336 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,321 | TotalAmt |
| Program Services | $1,232,321 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,460 | TotalAmt |
| Program Services | $223,179 | ProgramServicesAmt |
| Management And General | $52,106 | ManagementAndGeneralAmt |
| Fundraising | $135,175 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,892 | TotalAmt |
| Program Services | $14,028 | ProgramServicesAmt |
| Management And General | $2,275 | ManagementAndGeneralAmt |
| Fundraising | $5,589 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,480 | TotalAmt |
| Program Services | $14,093 | ProgramServicesAmt |
| Management And General | $2,372 | ManagementAndGeneralAmt |
| Fundraising | $5,015 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,349 | TotalAmt |
| Program Services | $17,300 | ProgramServicesAmt |
| Management And General | $3,887 | ManagementAndGeneralAmt |
| Fundraising | $10,162 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,493 | TotalAmt |
| Program Services | $12,945 | ProgramServicesAmt |
| Management And General | $2,274 | ManagementAndGeneralAmt |
| Fundraising | $2,274 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,184 | TotalAmt |
| Program Services | $9,349 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $32,835 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,845 | TotalAmt |
| Program Services | $3,649 | ProgramServicesAmt |
| Management And General | $598 | ManagementAndGeneralAmt |
| Fundraising | $598 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,670 | TotalAmt |
| Program Services | $41,935 | ProgramServicesAmt |
| Management And General | $7,368 | ManagementAndGeneralAmt |
| Fundraising | $7,367 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,998 | TotalAmt |
| Program Services | $3,086 | ProgramServicesAmt |
| Management And General | $304 | ManagementAndGeneralAmt |
| Fundraising | $608 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,860 | TotalAmt |
| Program Services | $1,415 | ProgramServicesAmt |
| Management And General | $112 | ManagementAndGeneralAmt |
| Fundraising | $333 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,181 | TotalAmt |
| Program Services | $12,915 | ProgramServicesAmt |
| Management And General | $2,633 | ManagementAndGeneralAmt |
| Fundraising | $2,633 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,370 | TotalAmt |
| Program Services | $2,528 | ProgramServicesAmt |
| Management And General | $337 | ManagementAndGeneralAmt |
| Fundraising | $505 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,820 | TotalAmt |
| Program Services | $1,810 | ProgramServicesAmt |
| Management And General | $2,131 | ManagementAndGeneralAmt |
| Fundraising | $879 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $1,836 | $1,286 | $275 | $275 |
| CAMPAIGN SPONSORSHIP | $25,026 | $0 | $0 | $25,026 |
| SCHOOL SUPPLIES | $30,686 | $30,686 | $0 | $0 |
| EQUIPMENT AND REPAIR | $14,937 | $9,100 | $1,472 | $4,365 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,645 | TotalAmt |
| Program Services | $140,070 | ProgramServicesAmt |
| Management And General | $9,419 | ManagementAndGeneralAmt |
| Fundraising | $61,156 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,154,053 | TotalAmt |
| Program Services | $1,771,695 | ProgramServicesAmt |
| Management And General | $87,563 | ManagementAndGeneralAmt |
| Fundraising | $294,795 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,297,670 | BOYAmt |
| EOY | $1,166,456 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,531 | BOYAmt |
| EOY | $754,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $65,183 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,290 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,479 | BOYAmt |
| EOY | $7,893 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,974,780 | BOYAmt |
| EOY | $1,929,141 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,118 | BOYAmt |
| EOY | $16,025 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,754 | BOYAmt |
| EOY | $1,274,202 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,225,872 | BOYAmt |
| EOY | $1,290,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,692 | BOYAmt |
| EOY | $588,027 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,216 | BOYAmt |
| EOY | $50,887 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $748,908 | BOYAmt |
| EOY | $638,914 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,974,780 | BOYAmt |
| EOY | $1,929,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$431,867 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $321,873 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,024,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,155,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,692,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,920,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,709,850 | CurrentTaxYearAmt |
| Total | $10,502,261 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,024,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,155,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,692,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,920,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,709,850 | CurrentTaxYearAmt |
| Total | $10,502,261 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,502,261 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,128 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,336 | CurrentTaxYearAmt |
| Total | $68,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,570,645 | TotalSupportAmt |
| Public Support CY170 | 0.99350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $65,183 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $57,290 | DepreciationAmt |
| Book Value | $7,893 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,893 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| Book Value | $100 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $100 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED VACATIONS | $7,779 |
| DUE TO AGENCIES AND OTHER UNITED WAYS | $1,263,321 |
| OTHER ACCRUED LIABILITIES | $3,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,274,202 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,044,059 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,044,059 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$321,873 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$321,873 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,722,186 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,832,180 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,832,180 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $321,873 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $321,873 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,154,053 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 4b | Donations that are restricted by the donor. |
| Pt XII, Line 4b | Donations that are restricted by the donor. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Celebrity Sing | Event1Nm |
| Gross Receipts Event1 | $20,400 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $20,400 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $7,680 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,325 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $20,400 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $20,400 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $7,680 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,325 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,005 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,395 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| ABLE | ||||||
| 303 E Tonhawa | Norman | OK | 73069 | 731170506 | $23,000 | Assistance |
| Aging Services | ||||||
| 1179 E Main | Norman | OK | 73071 | 731326994 | $21,500 | Assistance |
| American Red Cross | ||||||
| 1205 Halley Ave | Norman | OK | 73069 | 730579244 | $49,000 | Assistance |
| Among Friends | ||||||
| 1185 E Main | Norman | OK | 73071 | 481298795 | $32,700 | Assistance |
| Bethesda | ||||||
| 1181 E Mani | Norman | OK | 73071 | 731170216 | $68,000 | Assistance |
| Big BrothersBig Sisters | ||||||
| 1155 E Main | Norman | OK | 73071 | 731226237 | $60,000 | Assistance |
| Bridges | ||||||
| 1670 Stubbemean Ave | Norman | OK | 73069 | 731466304 | $62,000 | Assistance |
| CASA | ||||||
| 1650 W Tecumseh | Norman | OK | 73069 | 731231247 | $5,500 | Assistance |
| CASP | ||||||
| 1023 N Flood Ave | Norman | OK | 73069 | 730960925 | $43,000 | Assistance |
| CCFI | ||||||
| 1151 E Main | Norman | OK | 73071 | 730933253 | $154,000 | Assistance |
| Food & Shelter | ||||||
| 104 W Comanche | Norman | OK | 73069 | 731222111 | $90,000 | Assistance |
| Food For Thought | ||||||
| 1165 E Main St | Norman | OK | 73071 | 800609567 | $5,500 | Assistance |
| Full Circle | ||||||
| 1304 Lindsey Plaza Dr | Norman | OK | 73071 | 731489357 | $22,000 | Assistance |
| Legal Aid | ||||||
| 210 E Main 216 | Norman | OK | 73069 | 731022203 | $42,000 | Assistance |
| Mary Abbott | ||||||
| PO Box 6316 | Norman | OK | 73070 | 731512416 | $50,000 | Assistance |
| Meals on Wheels | ||||||
| 528 e Main | Norman | OK | 73071 | 730931924 | $92,500 | Assistance |
| NAIC | ||||||
| 215 W Linn | Norman | OK | 73069 | 237229899 | $105,000 | Assitance |
| Salvation Army | ||||||
| 318 E Hayes | Norman | OK | 73069 | 730579266 | $59,000 | Assistance |
| Thunderbird Club House | ||||||
| PO Box 1666 | Norman | OK | 73070 | 731425145 | $31,000 | Assistance |
| Transition House | ||||||
| 700 Asp Ave | Norman | OK | 73069 | 731155089 | $49,000 | Assistance |
| Variety Care | ||||||
| 317 E Himes St | Norman | OK | 73069 | 731088577 | $70,000 | Assistance |
| Women's Resource Center | ||||||
| PO Box 5089 | Norman | OK | 73070 | 510217710 | $56,800 | Assistance |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | The money is paid to the agencies either monthly or quarterly depending on the amount. Our Impact Directors meet with the agencies twice a year to go over how funds were spent and if they were on target to meet the goals they outlined in the grant process. They are required to turn in a quarterly report to show their progress on said goals. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOLD MULTI MEDIA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Officer | RelationshipDescriptionTxt |
| Transaction | $2,500 | TransactionAmt |
| Transaction | Produces campaign video | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Noncash Contributions Rpt F990 | $9,746 | NoncashContributionsRptF990Amt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,434 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | Officers and Directors are provided a copy of form 990 before it is filed. |
| Pt VI, Line 12c | The officers are required to evaluate potential conflicts of interest annually. |
| Pt VI, Line 15a | Officers compensation and raises are determined by the board. |
| Pt VI, Line 15b | Employees compensation and raises are determined by the board. |
| Form 990EZ, Part II, Line 24 | Pledges Receivable - Net |
| Form 990EZ, Part II, Line 26 | Accounts Payable & Accrued Expenses |
| Form 990, Part III, Line 4d | SUCCESS BY SIX: 104339. 0. 0. |
| Form 990, Part IX, Line 24e | EMPLOYEE HEALTH INS 24425. 7381. 5736. 11308. |
| Form 990, Part IX, Line 24e | EMERGENCY FUND DISBURSMENTS 5421. 5421. 0. 0. |
| Form 990, Part IX, Line 24e | HEALTH SCREENING 1555. 1555. 0. 0. |
| Form 990, Part IX, Line 24e | IN-KIND DONATIONS 39180. 2265. 398. 36517. |
| Form 990, Part IX, Line 24e | INTERNET 1991. 1473. 259. 259. |
| Form 990, Part IX, Line 24e | LOCAL DISASTER RELIEF 77539. 77539. 0. 0. |
| Form 990, Part IX, Line 24e | MEETING EXPENSE 2847. 1649. 266. 932. |
| Form 990, Part IX, Line 24e | MISC EXPENSE 26788. 23893. 782. 2113. |
| Form 990, Part IX, Line 24e | POSTAGE 5975. 2150. 539. 3286. |
| Form 990, Part IX, Line 24e | PRINTING 10805. 4341. 600. 5864. |
| Form 990, Part IX, Line 24e | PUBLIC AWARENESS 7539. 7539. 0. 0. |
| Form 990, Part IX, Line 24e | SMALL EQUIPMENT PURCHASES 2493. 1853. 300. 340. |
| Form 990, Part IX, Line 24e | TELEPHONE 3793. 2806. 494. 493. |
| Form 990, Part IX, Line 24e | VOLUNTEER TRAINING 294. 205. 45. 44. |