2026-04-08T15:54:09-05:00 2025-06-30 450250958 Eide Bailly LLP 3501 24th Ave NW Ste 201 Norman OK 730696665 990 2024-07-01 730668684 United Way of Norman Inc UNIT 4053292025 570 24th Ave NW 110 Norman OK 73069 Daren Wilson President/CEO 4053292025 2026-04-08 1 1 Aaron Jaqua CPA P00841870 4052922900 2026-04-08 2024 2025-03-06 01:10:19Z Daren Wilson 570 24th Ave NW 110 Norman OK 73069 1661845 0 X www.unitedwaynorman.org X 1969 OK To improve lives by mobilizing the caring power of our community. 29 29 5 977 0 0 2725460 1543820 0 0 40715 47405 40858 46424 2807033 1637649 2080997 983443 0 0 397961 492886 0 0 155605 167422 201299 2646380 1677628 160653 -39979 2135805 2007657 1150160 1134467 985645 873190 X The mission of United Way of Norman is to improve lives by mobilizing the caring power of our community. We do this by working to advance the common good by addressing the most critical problems facing our community. Alongside community partners, we assess the need, develop strategies to address the top priority issues, mobilize partners and resources to implement the plan, and measure our results and report our impact to the community. 0 0 950160 950160 The United Way of Norman helps to fund 40 programs within 27 partner agencies. Our partner agencies provided support to more than 84,000 people in our community last year. It is through annual support from local donors that we can aid those in our community who need assistance. United Way funding is granted to agencies that provide services that have been identified by our community as the most critical. Our services are rendered to people of all ages from infants to the elderly and everyone in between. 215174 33283 United Way of Norman continues to provide services and programs that meet otherwise unmet needs in the community. Our School Supply program provides supplies to children preschool - 12th grade whose families financially qualify. In 2025, more than 1,200 children received the tools that they needed to succeed from day one, in a dignified and confidential manner. The Student United Engage Leadership program provides 9th grade students in our service area the opportunity to develop leadership and character through a variety of community awareness and service projects. The Student United Leadership Exploration and Development program (LEAD) provides 10th, 11th and 12th grade students who work year-round to raise funds to benefit other local teenagers in need. United Way of Norman partners with 211 to provide up to date, 24-hour guidance to residents in Norman and southern Cleveland County who need direction or assistance provided by our partner agencies. These services include financial crises, mental health, housing, food, and many other needs. Though 211 assistance is provided to all who call, it is those in financial need who make up most callers 192373 We focus on three impact areas: Education, Financial Stability, and Health. By focusing on the root causes of local issues, we are building the foundation for a good quality of life for everyone. Our goal is to create long-lasting changes that prevent problems from occurring, while insuring immediate and compassionate response to life's unexpected emergencies. By generating resources, investing them strategically, and measuring results, we are creating opportunities for a better tomorrow. 1357707 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 4 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X X Larry Pace CO 4053213026 1225 West Main St Norman OK 73069 Daren Wilson President/CEO 40.00 X 32391 0 3547 Kathy Holder Senior Vice President 40.00 X 92650 0 11436 Dana Rieger Past Chair (as of Jan) / Chairman (July-Dec) 2.00 X X 0 0 0 Belinda Hyppolite Chairman (as of Jan) / Vice Chair (July-Dec) 2.00 X X 0 0 0 Brandon Hopper Vice Chairman (as of Jan) / Treasurer (July-Dec) 2.00 X X 0 0 0 Josh Edge Treasurer (as of Jan) / Board Member (July-Dec) 2.00 X X 0 0 0 Mark Krittenbrink Campaign Chair (Beg 05/25) 2.00 X 0 0 0 Autumn McMahon Campaign Chair (Beg 05/25) 2.00 X 0 0 0 Patti Truesdell Council Chair 2.00 X 0 0 0 Steve McDaniel Board Member (Beg 01/25) 2.00 X 0 0 0 Lisa Dionisio Board Member (Beg 01/25) 2.00 X 0 0 0 Gina Mitchell Board Member (Beg 01/25) 2.00 X 0 0 0 Shaun McGinnis Board Member 2.00 X 0 0 0 Chloe Shi Odom Board Member (Until 12/24) 2.00 X 0 0 0 Darrel Pyle Board Member 2.00 X 0 0 0 Scott Beck Board Member 2.00 X 0 0 0 Carla Atkinson Board Member (Beg 01/25) 2.00 X 0 0 0 Vernon Hooks Board Member 2.00 X 0 0 0 Casey Vinyard Board Member 2.00 X 0 0 0 Scott Hofmann Board Member 2.00 X 0 0 0 Nina Wadley Board Member 2.00 X 0 0 0 Ronda McKown Board Member 2.00 X 0 0 0 Vicky Bumgarner Board Member 2.00 X 0 0 0 Kimberlee Adams Board Member 2.00 X 0 0 0 Justin Yahola Board Member 2.00 X 0 0 0 Julie Venables Board Member 2.00 X 0 0 0 Elaine Purvis Board Member 2.00 X 0 0 0 Robert Bidelman Board Member 2.00 X 0 0 0 Tiffany Dixon Board Member (Until 11/24) 2.00 X 0 0 0 Gloria Stice Council Chair (Until 12/24) 2.00 X 0 0 0 Sean Fuller Council Chair (Until 12/24) 2.00 X 0 0 0 Mandy Mumma Board Member (Until 08/24) 2.00 X 0 0 0 Jason Casey Campaign Chair (Until 12/24) 4.00 X 0 0 0 Gary Cavins Board Member 2.00 X 0 0 0 Stacy Reeder Board Member 2.00 X 0 0 0 Christa Simmons Board Member 2.00 X 0 0 0 Kristi Morgan Board Member 2.00 X 0 0 0 125041 0 14983 0 0 0 0 0 33569 37000 1473251 33544 1543820 47405 47405 70620 33569 24196 46424 46424 1637649 0 0 93829 950160 950160 33283 33283 193123 93602 41584 57937 228265 158852 47143 22270 24266 15228 5283 3755 17568 7950 7933 1685 29664 18062 6166 5436 47101 7071 38515 1515 11150 11150 6447 4183 414 1850 23035 18970 4065 2355 1766 118 471 528 316 212 17853 12497 2678 2678 6264 6264 4483 1566 2500 417 Campaign sponsorship 16826 16826 Equipment and repair 15692 10200 1569 3923 49565 12851 84 36630 1677628 1357707 164316 155605 1406693 1376473 493894 418503 123858 75569 54553 48289 180665 164392 2135805 2007657 11006 17515 920289 950160 37000 181865 166792 1150160 1134467 X 890648 771404 94997 101786 985645 873190 2135805 2007657 X -39979 -72476 X 0 1 X 1 1 1 X 1910820 1688921 1748581 2652984 1543820 9545126 1910820 1688921 1748581 2652984 1543820 9545126 55110 9490016 22194 9776 21246 40715 47405 141336 19096 43248 40858 46424 149626 9836088 0.96480 0.96400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60377 12684 47693 63481 62885 596 48289 Operating lease right of use assets 164392 164392 Operating lease liability 166792 166792 X 1525036 76303 -219583 -143280 1668316 -30667 -30667 1637649 1637491 76303 -116440 -40137 1677628 0 1677628 Part X, Line 2: The Organization is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization has also been classified as an entity that is not a private Foundation within the meaning of Section 509(a)(1) and qualifies for deductible contributions. No provision for federal or state income taxes has been recorded. There was no interest or penalties to the Internal Revenue Service included in these financial statements. The Organization's tax returns are generally subject to examination by the Internal Revenue Service and the State of Oklahoma for a period of three years from the date they are to be filed. Part XI, Line 2d - Other Adjustments: Bad Debt Included in Revenue for Financial Statements -72,476. Donor designated contributions not recognized for financial statements -147,107. Part XI, Line 4b - Other Adjustments: Designated from Other United Ways -6,471. Fundraising expenses included in revenue on 990 -24,196. Donor designated contributions not recognized for financial statements Part XII, Line 2d - Other Adjustments: Fundraising expenses included in revenue on 990 24,196. Donor designated contributions not recognized for financial statements -140,636. Celebrity Sing 104189 33569 70620 12394 9610 2192 104189 33569 70620 12394 9610 2192 24196 46424 1 ABLE PO Box 354 Norman OK 73070 731170506 501(c)(3) 30000 0 Agency Allocation/ARPA Funds Among Friends 4101 Heritage Place Dr Norman OK 73072 481298795 501(c)(3) 24763 0 Agency Allocation/ARPA Funds Bethesda Inc 1181 E Main Norman OK 73071 731170216 501(c)(3) 67077 0 Agency Allocation/ARPA Funds Big Brothers Big Sisters 502 E Main Norman OK 73071 731226237 501(c)(3) 36313 0 Agency Allocation/ARPA Funds Bridges 670 N Stubbman Norman OK 73069 731466304 501(c)(3) 70313 0 Agency Allocation/ARPA Funds Catholic Charities of the Archdiocese of Oklahoma City Inc 1232 N Classen Blvd Oklahoma City OK 73106 730636561 501(c)(3) 9000 0 Agency Allocation/ARPA Funds Center for Children and Families 210 S Cockrel Ave Norman OK 73071 730933253 501(c)(3) 122920 0 Agency Allocation/ARPA Funds Food & Shelter Inc 201 Reed Norman OK 73071 731222111 501(c)(3) 41000 0 Agency Allocation/ARPA Funds Full Circle Life Enrichment Center 1304 E Lindsey Plaza Dr Norman OK 73071 731489357 501(c)(3) 22655 0 Agency Allocation/ARPA Funds Kaleidoscope PO Box 720314 Norman OK 73070 262033006 501(c)(3) 7313 0 Agency Allocation/ARPA Funds Legal Aid Services of Oklahoma 2915 N Classen Ste 500 Oklahoma City OK 73106 731022203 501(c)(3) 42313 0 Agency Allocation/ARPA Funds Loveworks Leadership 151 12th Ave SE Norman OK 73071 274025891 501(c)(3) 15000 0 Agency Allocation/ARPA Funds Mary Abbott Children's House 231 E Symmes Norman OK 73069 731512416 501(c)(3) 49313 0 Agency Allocation/ARPA Funds Meals on Wheels of Norman PO Box 1371 Norman OK 73070 730931924 501(c)(3) 62155 0 Agency Allocation/ARPA Funds OU Food Pantry 331 Cate Centre Dr Norman OK 73072 736091755 501(c)(3) 10000 0 Agency Allocation/ARPA Funds South Central CASA of Oklahoma PO Box 1714 Norman OK 73070 731231247 501(c)(3) 5313 0 Agency Allocation/ARPA Funds The Salvation Army PO Box 1092 Norman OK 73070 580660607 501(c)(3) 54740 0 Agency Allocation/ARPA Funds The Virtue Center PO Box 730 Norman OK 73070 237229899 501(c)(3) 88000 0 Agency Allocation/ARPA Funds Thunderbird Clubhouse 1251 Triad Village Dr Norman OK 73071 731425145 501(c)(3) 16813 0 Agency Allocation/ARPA Funds Transition House Inc 700 Asp Ste 2 Norman OK 73069 731155089 501(c)(3) 44313 0 Agency Allocation/ARPA Funds Variety Care PO Box 1224 Norman OK 73070 731088577 501(c)(3) 58313 0 Agency Allocation/ARPA Funds Women's Resource Center PO Box 5089 Norman OK 73070 510217710 501(c)(3) 58087 0 Agency Allocation/ARPA Funds 22 0 School Supplies to low income families in Norman and some surrounding communities 1200 0 31437 FMV School supplies Volunteer Income Tax Assistance Program 400 0 1846 FMV Service supplies Part I, Line 2: Grants to organizations: The money is paid to 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 used and if they were on target to meet the goal they outlined in the grant process. They are required to turn in a quarterly report to show their progress on said goals. Grants to individuals: The Organization distributes free school supplies to low-income families in Norman and some surrounding communities each year. 800 to 1,000 students receive school supplies from this program every year. Pre-K through 12th-grade students in Norman, Noble, Little Axe, Lexington, and Robin Hill can apply to receive school supplies collected during Stuff the Bus. We use federal income guidelines to determine who can receive free school supplies. Families will need information on all sources of income to complete the signup form. Information includes TANF, DHS and SSI funding, payroll, child support, and any other sources of income. X 4 8250 FMV X 1 13000 FMV X Misc - Goods 45 12294 FMV 0 0 1 0 Part I, Column (b): The organization is reporting the number of items contributed in schedule M, part I, column b. Form 990, Part VI, Section A, line 1a The Executive Committee shall consist of the Board Chairman, Vice-Chairman, Treasurer, Immediate Past Chairman, Audit Committee Chair, Campaign Chair(s), and a Member at Large. The Board Chairman shall serve as committee chair. This committee shall supervise the transaction of all routine business and shall act for the Board of Directors in the interim between its meetings. It shall have the authority to order reimbursements for operational expenses of the corporation. This committee shall possess all the other powers and exercise all the other functions delegated to it by the Bylaws or by the Board of Directors. This committee shall report its activities at each regular meeting of the Board of Directors. Form 990, Part VI, Section B, line 11b Officers and directors are provided a copy of the Form 990 before it is filed. Form 990, Part VI, Section B, line 12c Conflicts of interest are handled through full disclosure of any such interest and non-involvement of a director in any vote wherein the interest is involved. Potential conflicts are reviewed by Kathy Holder. Each director will annually review and sign a code of ethics pledge. No director shall simultaneously serve as an officer to any funded partner of the United Way of Norman. Form 990, Part VI, Section B, line 15a The personnel committee meets to determine the President's salary. They review other UW's in our region and same size to determine an amount. It is then presented to the Executive committee and if approved at that level it is then taken to the full board for approval. The President determines the salaries for the other staff based on the same criteria. The Personnel Committee will review and then it is put into the annual budget which gets approved by the full board. This process is done on an annual basis. Form 990, Part VI, Section C, line 19 Documents are available upon request Form 990, Part XI, line 9: Uncollectible Pledges -72,476.