UNITED WAY OF SOUTHWEST OKLAHOMA

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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

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

UNITED WAY OF SOUTHWEST OKLAHOMA MOBILIZES THE COMMUNITIES WE SERVE IN WAYS NO SINGLE AGENCY, INDIVIDUAL, OR GOVERNMENT CAN TO ENHANCE THE ABILITY OF PEOPLE TO CARE. UNITED WAY OF SOUTHWEST OKLAHOMA CAPITALIZES ON THE ABILITIES OF HUNDREDS OF VOLUNTEERS TO HELP DETERMINE CRITICAL COMMUNITY NEEDS, ASSESS THE VALUE OF PROGRAMS SEEKING FUNDING AND DETERMINE AND LEVERAGE ADEQUATE FUNDING FOR THOSE PROGRAMS. WE WORK TO INCREASE AWARENESS AND ENGAGE VOLUNTEERS TO RAISE FUNDS TO SUPPORT SERVICES THAT ADDRESS THOSE NEEDS. WE COLLABORATE WITH MANY ORGANIZATIONS ON COMMUNITY ISSUES. WE STRIVE TO BUILD THE SKILLS OF VOLUNTEERS WHO SERVE AS NON- PROFIT BOARD MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $993,347

AGENCY ALLOCATION/FUND DISTRIBUTION-FUNDS FROM THE FYE 2025 CAMPAIGN WERE DISTRIBUTED TO 14 DIFFERENT 501(C)3 NON-PROFIT HEALTH AND HUMAN SERVICES PROVIDERS AND OTHER ORGANIZATIONS DESIGNATED BY THE DONORS. PROGRAMS FUNDED THROUGH OUR NEEDS ASSESSMENT AND VOLUNTEER REVIEW PROCESS MUST MEET STRINGENT GUIDELINES FOR OUTCOMES, FINANCIAL RESPONSIBILITY AND VOLUNTEER BOARD INVOLVEMENT. COMMUNITY VOLUNTEERS SERVE AS THE REVIEW PANEL FOR THIS PROCESS.

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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 $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

Governance

Voting Members

Independent Members

Employees

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

$150,000

Total Directors

$75,000

Key Employees

Highest Compensated

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