The United Fund of Perry Oklahoma Incorporated

Nonprofit profile at a glance

EIN
731329110
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025, Form 990-N 2019
Location
Perry, OK, USA
Phone
5803701219
Rating
45
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$116,826
Expenses
$104,961
Assets
$24,590
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Mason Bolay (President)
  • Angela Abney (Vice President)

People named in this filing

  • Mason Bolay (President)
  • Angela Abney (Vice President)
  • Melanie McGuire (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To address health and human-care issues in the community.

What it reported doing in 2025

Annual fund drive to address health and human-care issues in the community. Funds were allocated to eighteen agencies/organizations within the county.

Operating model

Revenue model
Donor-supported. 96% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 2
  • Transparency & Controls: 100
  • Sustainability: 44
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 1.7%; rating input score 2
  • Program expense ratio: 1.9%; rating input score 2

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 10.2%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 0.23; rating input score 22; 22nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 26; 26th percentile among comparable filings

Growth

  • Program expense growth: 19% per year; rating input score 100; 73rd percentile among comparable filings
  • Revenue growth: -12.1% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: -43.6% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • Where the money goes: 1.7% of revenue deployed · 1.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $2K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 2/100.
  • High — Financial Efficiency: Program expense ratio scored 2/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 22/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 26/100.