UNITED WAY OF SOUTHWEST OKLAHOMA

EIN: 736053875 501(c)(3) Philanthropy & Grantmaking

LAWTON, OK

Total Revenue
$1,336,219
Total Expenses
$1,216,810
Total Assets
$2,436,834
Net Assets
$2,273,993
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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
1963
Legal Domicile
OK
Principal Officer
IOLA NOBLE
Phone
5803550218
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF SOUTHWEST OKLAHOMA, founded in 1963, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.2M left a modest 9% surplus.

Mission

IMPROVE LIVES BY MOBILIZING THE CARING POWER WITHIN OUR COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,029,004
Program Service Revenue $44,376
Investment Income $264,873
Other Revenue $-2,034
TOTAL REVENUE $1,336,219

Expense Breakdown

Grants Paid $660,557
Salaries & Benefits $324,046
Fundraising Expenses $106,186
Program Expenses $993,347
Other Expenses $232,207
TOTAL EXPENSES $1,216,810

Year-over-Year Comparison

2024 2023 Change
Revenue $1,336,219 $1,252,058 +0.1%
Expenses $1,216,810 $1,223,571 0.0%
Net Income $119,409 $28,487 +3.2%
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

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Governance

Voting Members
24
Independent Members
24
Employees
8
Volunteers
441

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
9
$150,000
Total Directors
25
$75,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK WOOMMAVOVAH PRESIDENT & 40.00
Officer
$75,000 $0 $75,000
CAROL HERRICK INTERIM PRES 40.00
Officer Director
$75,000 $0 $75,000
NATALIE FITCH CHAIR 3.00
Officer Director
$0 $0 $0
KELLY EDWARDS VICE CHAIR 3.00
Officer Director
$0 $0 $0
JASON HENSLEY TREASURER 3.00
Officer Director
$0 $0 $0
JENNIFER ELLIS IMMEDIATE PA 3.00
Officer Director
$0 $0 $0
AARON RUSSELL PAST CHAIR 1.00
Officer Director
$0 $0 $0
MELODY BARBER CAMPAIGN CHA 3.00
Officer Director
$0 $0 $0
DR SYLVIA BURGESS ETHICS OFFIC 3.00
Officer Director
$0 $0 $0
CYNTHIA JOHNSON COMMUN INVES 1.00
Director
$0 $0 $0
CHRISTY CLARK BOARD MEMBER 1.00
Director
$0 $0 $0
TAYLOR FARMER BOARD MEMBER 1.00
Director
$0 $0 $0
CASEY HONEYCUTT BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID VINALL BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN NOEL BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT RAYBURN BOARD MEMBER 1.00
Director
$0 $0 $0
CYNTHIA SOSA BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID STRINGER BOARD MEMBER 1.00
Director
$0 $0 $0
LACI KAVANAGH BOARD MEMBER 1.00
Director
$0 $0 $0
JONNA TURNER BOARD MEMBER 1.00
Director
$0 $0 $0
KEITH THOMAS BOARD MEMBER 1.00
Director
$0 $0 $0
CAITLIN GATLIN BOARD MEMBER 1.00
Director
$0 $0 $0
EVAN WATSON LEGAL COUNSE 1.00
Director
$0 $0 $0
JOHN MICHAEL MONTGOMERY BOARD MEMBER 1.00
Director
$0 $0 $0
MAKENZIE RIDENHOUR BOARD MEMBER 1.00
Director
$0 $0 $0
JACE ZACHARIAS BOARD MEMBER 1.00
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 $1,336,219 $1,216,810 $2,436,834 $119,409
2024 $1,252,058 $1,223,571 $2,511,149 $28,487
2023 $1,181,243 $1,263,828 $2,507,667 $-82,585
2022 $1,257,705 $1,114,629 $2,556,649 $143,076
2021 $1,254,060 $1,143,696 $2,622,347 $110,364
2020 $1,184,943 $1,164,813 $2,473,934 $20,130
2019 $1,154,562 $1,216,001 $2,547,949 $-61,439
2018 $1,328,441 $1,290,035 $2,602,799 $38,406
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