TULSA AREA UNITED WAY (EIN 730580283) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1924

Legal Domicile

Principal Officer

ALISON ANTHONY

Phone

9185837171

Tax Period

2024-01-01 to 2024-12-31

TULSA AREA UNITED WAY, founded in 1924, is a mid-sized nonprofit that reported $28.6M in total revenue in fiscal year 2024. Expenses of $27.7M left a modest 3% surplus.

Mission

THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $27,644,449

Program Service Revenue $0

Investment Income $767,399

Other Revenue $198,774

TOTAL REVENUE $28,610,622

Expense Breakdown

Grants Paid $20,801,894

Salaries & Benefits $4,373,033

Fundraising Expenses $2,581,365

Program Expenses $23,513,265

Other Expenses $2,536,159

TOTAL EXPENSES $27,711,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,610,622	$26,741,509	+0.1%
Expenses	$27,711,086	$26,033,017	+0.1%
Net Income	$899,536	$708,492	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

8715

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$602,596

Total Directors

$387,730

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY ALISON	PRESIDENT AND CEO	40.00	Officer Director	$336,746	$50,984	$387,730
NEUMAIER KARL	CHAIR	2.00	Officer Director	$0	$0	$0
OLDHAM BRANDON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
GROBER STEPHANIA	CHAIR-ELECT	4.00	Director	$0	$0	$0
RATCLIFF LARERONITA	SECRETARY	1.00	Officer Director	$0	$0	$0
MCLAUGHLIN ROSS	TREASURER	2.00	Officer Director	$0	$0	$0
DEVORE ROBYN	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
CAVANAH KEVIN	ETHICS OFFICER	1.00	Director	$0	$0	$0
AMBURGY PAMELA	DIRECTOR	2.00	Director	$0	$0	$0
BALANDRAN MARIO	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
BENNETT III TOM	DIRECTOR	1.00	Director	$0	$0	$0
BRINGHAM HEATH	DIRECTOR	1.00	Director	$0	$0	$0
CAMPBELL MIKEALE	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
CARTER GARY	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
DUKES EMILY	DIRECTOR	1.00	Director	$0	$0	$0
DUPONT MICHAEL	DIRECTOR	1.00	Director	$0	$0	$0
DYE BEN	DIRECTOR	1.00	Director	$0	$0	$0
EPPS LAQUISHA	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
FEDERLINE JOHN	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
GATES CATHY	DIRECTOR	3.00	Director	$0	$0	$0
GOODSON LEIGH	DIRECTOR	1.00	Director	$0	$0	$0
GRAHAM MARK	EX OFFICIO	1.00	Director	$0	$0	$0
HAIR CARA	DIRECTOR	1.00	Director	$0	$0	$0
HALL ELIZABETH	DIRECTOR	1.00	Director	$0	$0	$0
HARDIN TRACY	DIRECTOR	1.00	Director	$0	$0	$0
HAYNIE RYAN	DIRECTOR	1.00	Director	$0	$0	$0
JACKSON BETSY	DIRECTOR	2.00	Director	$0	$0	$0
JOHNSON MACY	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
JONES STEPHANIE	DIRECTOR	1.00	Director	$0	$0	$0
KIRK MELINDA	DIRECTOR	3.00	Director	$0	$0	$0
LEVO FEARY CHELSEA	DIRECTOR	1.00	Director	$0	$0	$0
MAHANEY MINDY	DIRECTOR	1.00	Director	$0	$0	$0
MILFORD AARON	DIRECTOR	1.00	Director	$0	$0	$0
MOSS HAUSAM NETTA	DIRECTOR	1.00	Director	$0	$0	$0
ODOM JACOB	DIRECTOR	1.00	Director	$0	$0	$0
PAYNE JAMIE	DIRECTOR	1.00	Director	$0	$0	$0
PRICE-JOHANNSEN JACKIE	DIRECTOR	1.00	Director	$0	$0	$0
REYES KRYSTAL	DIRECTOR	1.00	Director	$0	$0	$0
RUIZ YOBANA	DIRECTOR	1.00	Director	$0	$0	$0
SCHMOOK GENEVIEVE	DIRECTOR	1.00	Director	$0	$0	$0
SMITH MARK	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN MARK	DIRECTOR	1.00	Director	$0	$0	$0
STRAHLER LEIGH ANNE	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR KATHY	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR LYNDON	DIRECTOR	1.00	Director	$0	$0	$0
WALDEN ALLISON	DIRECTOR	1.00	Director	$0	$0	$0
WARNER BRYAN	DIRECTOR	1.00	Director	$0	$0	$0
WILSON LANE	DIRECTOR	1.00	Director	$0	$0	$0
MEYER CARLA	CHIEF ADMINISTRATIVE OFFICER	40.00	Officer	$174,800	$40,066	$214,866
SADLER BRENT	CHIEF ORG DEV AND TRANSFORMATION OFFICER	40.00	Highest	$139,836	$37,192	$177,028
QUALLS CYNTHIA	CHIEF RESOURCE DEVELOPMENT OFFICER	40.00	Highest	$135,114	$19,599	$154,713
MITCHELL WESLEY	EXECUTIVE DIRECTOR - 211EOK	40.00	Highest	$120,213	$26,010	$146,223

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$28,610,622	$27,711,086	$39,871,790	$899,536
2023	$26,741,509	$26,033,017	$38,468,025	$708,492
2022	$26,084,700	$25,946,579	$38,050,838	$138,121
2021	$26,094,881	$25,831,781	$38,352,626	$263,100
2020	$25,565,489	$25,577,712	$37,870,826	$-12,223
2019	$27,367,266	$26,437,035	$38,268,117	$930,231
2018	$24,020,408	$24,911,752	$36,454,846	$-891,344

TULSA AREA UNITED WAY