UNITED WAY OF NORTH CENTRAL OKLAHOMA INC

EIN: 730726446 501(c)(3) Philanthropy & Grantmaking

PONCA CITY, OK

Total Revenue
$811,957
Total Expenses
$745,854
Total Assets
$1,916,129
Net Assets
$1,623,114
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1938
Legal Domicile
OK
Principal Officer
J BERRY HARRISON
Phone
5807652476
Tax Period
2023-01-01 to 2023-12-31

UNITED WAY OF NORTH CENTRAL OKLAHOMA INC, founded in 1938, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $812K in total revenue in fiscal year 2023. Expenses of $746K left a modest 8% surplus.

Mission

The mission of the United Way of North Central Oklahoma is to improve lives with the caring power of community by: Strengthening the community through compassionate collaboration, involvement and volunteerism; Embracing educational opportunities in a changing environment; and Serving as generous stewards of community resources with high ethics, transparency and integrity.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $742,151
Program Service Revenue $0
Investment Income $60,686
Other Revenue $9,120
TOTAL REVENUE $811,957

Expense Breakdown

Grants Paid $296,888
Salaries & Benefits $194,258
Fundraising Expenses $73,115
Program Expenses $596,391
Other Expenses $254,708
TOTAL EXPENSES $745,854

Year-over-Year Comparison

2023 2022 Change
Revenue $811,957 $801,714 +0.0%
Expenses $745,854 $796,542 -0.1%
Net Income $66,103 $5,172 +11.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
23
Independent Members
23
Employees
6
Volunteers
100

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
7
$0
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TARA GOLDMAN Executive Dir. 40.00
Director
$0 $0 $0
MOLLY KYLER PAST PRESIDENT 3.00
Officer Director
$0 $0 $0
J BERRY HARRISON President 3.00
Officer Director
$0 $0 $0
ERICA FETTERS Vice President 3.00
Officer Director
$0 $0 $0
BRYANNA LEWIS Chairman 2.00
Officer Director
$0 $0 $0
LISA REED Treasurer 3.00
Officer Director
$0 $0 $0
NANCY ZIMMERSCHIED BOARD MEMBER 0.00
Director
$0 $0 $0
HEATHER BADLEY BOARD MEMBER 0.00
Director
$0 $0 $0
JENNIFER DYE BOARD MEMBER 2.00
Director
$0 $0 $0
ASISH ADHIKARY BOARD MEMBER 0.00
Director
$0 $0 $0
CHAD SCANTLIN BOARD MEMBER 0.00
Director
$0 $0 $0
DUSTIN FISHER BOARD MEMBER 2.00
Director
$0 $0 $0
ZACH TRANTHAM BOARD MEMBER 2.00
Director
$0 $0 $0
MARK DETTEN BOARD MEMBER 2.00
Director
$0 $0 $0
FAE RABB BOARD MEMBER 2.00
Director
$0 $0 $0
ROBIN CARPENTER BOARD MEMBER 2.00
Director
$0 $0 $0
KAITY BEATY BOARD MEMBER 2.00
Director
$0 $0 $0
LYNN ROBINSON BOARD MEMBER 2.00
Director
$0 $0 $0
JACQUE O'GRADY BOARD MEMBER 2.00
Director
$0 $0 $0
EMILY THOMPSON BOARD MEMBER 2.00
Director
$0 $0 $0
JESSICA FIELDS PR CHAIRMAN 2.00
Officer Director
$0 $0 $0
STEVE KELLEY ASST VP 2.00
Officer Director
$0 $0 $0
TIFFANIE LECLAIR BOARD MEMBER 2.00
Director
$0 $0 $0
JOHN GONSALVES BOARD MEMBER 0.00
Director
$0 $0 $0
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $811,957 $745,854 $1,916,129 $66,103
2022 $801,714 $796,542 $1,849,177 $5,172
2021 $825,174 $716,650 $1,963,855 $108,524
2020 $309,961 $714,934 $1,706,695 $-404,973
2020 $731,935 $723,712 $1,775,179 $8,223
2019 $1,029,764 $831,211 $1,858,503 $198,553
2019 $1,029,764 $831,211 $1,859,549 $198,553
2018 $857,576 $839,428 $1,604,186 $18,148
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