UNITED WAY OF NORTH CENTRAL OKLAHO… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1938

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $397,271

THE ORGANIZATION WAS CREATED TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITIES. THE ORGANIZATION INVEST RESOURCES TO ADDRESS THE MOST IMPORTANT NEEDS OF OUR COMMUNITIES BY PARTNERING WITH AGENCIES THAT PROVIDE PROGRAMS THAT MEET THE ORGANIZATION'S GOALS IN THE FOLLOWING COMMUNITY IMPACT AGREAS: EDUCATION, FINANCIAL STABILITY AND HEALTH AND SAFETY. THE ORGANIZATION RECEIVED DIRECT CONTRIBUTIONS, GRANTS, AND CONDUCT AN ANNUAL CAMPAIGN TO GENERATE RESOURCES FOR THE COMMUNITY. THE ANNUAL ALLOCATIONS WERE DISTRIBUTED TO VARIOUS PARTNER AGENCIES.

Program 2

Expenses: $199,120

THE ORGANIZATION SPONSORS THE RETIRED SENIOR VOLUNTEER PROGRAM, WHICH RECRUITS AND PLACES SENIOR VOLUNTEERS AMONG COMMUNITY ORGANIZATIONS THROUGHOUT THE PONCA CITY AND KAY COUNTY AREA.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

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

UNITED WAY OF NORTH CENTRAL OKLAHOMA INC