Tulsa Area United Way

Nonprofit profile at a glance

EIN
730580283
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Tulsa, OK, USA
Phone
9185837171
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$28,610,622
Expenses
$27,711,086
Assets
$39,871,790
Liabilities
$19,592,230

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

52 people listed

Executive titles in this filing

  • ANTHONY ALISON (PRESIDENT AND CEO)
  • MITCHELL WESLEY (EXECUTIVE DIRECTOR - 211EOK)

Highest reported compensation

  • ANTHONY ALISON (PRESIDENT AND CEO): $387,730 total reported compensation
  • MEYER CARLA (CHIEF ADMINISTRATIVE OFFICER): $214,866 total reported compensation
  • SADLER BRENT (CHIEF ORG DEV AND TRANSFORMATION OFFICER): $177,028 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The tulsa area united way unites people and resources to improve lives and strengthen our communities.

What it reported doing in 2024

Youth opportunity - we connect young people to essential support, including educational opportunities, mental health services, and mentorship programs.

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 88% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 91
  • Accountability: 99
  • Sustainability: 47
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 82.7%; rating input score 83
  • Program expense ratio: 84.9%; rating input score 85
  • Fundraising efficiency: $10.71 raised per $1 spent on fundraising; rating input score 40; 40th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99.8%; rating input score 100; 36th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 97.9%; rating input score 98; 31st percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.1%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 1.44; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0.49; rating input score 29; 29th percentile among comparable filings
  • Officer compensation ratio: 3.9%; rating input score 61; 61st percentile among comparable filings

Growth

  • Program expense growth: 0.1% per year; rating input score 100; 11th percentile among comparable filings
  • Revenue growth: 0.6% per year; rating input score 100; 10th percentile among comparable filings
  • Asset growth: 1% per year; rating input score 100; 14th percentile among comparable filings

Details

  • Where the money goes: 82.7% of revenue deployed · 84.9% of spending went to programs
  • Governance: 47 of 48 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $23.5M in reported program spending
  • Leadership: top reported pay $388K · 52 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $188K reported
  • Consistency: 34 of 35 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 82 filed money-flow records
  • Related organizations: 77 filed related-organization links
  • 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.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 40/100.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • High — Sustainability: Liabilities to assets ratio scored 29/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.