United Way of Norman Inc
Nonprofit profile at a glance
- EIN
- 730668684
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024
- Location
- Norman, OK, USA
- Phone
- 4053292025
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $1,637,649
- Expenses
- $1,677,628
- Assets
- $2,007,657
- Liabilities
- $1,134,467
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
37 people listed
Executive titles in this filing
- Daren Wilson (President/CEO)
- Kathy Holder (Senior Vice President)
Highest reported compensation
- Kathy Holder (Senior Vice President): $104,086 total reported compensation
- Daren Wilson (President/CEO): $35,938 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 mission of United Way of Norman is to improve lives by mobilizing the caring power of our community. We do this by working to advance the common good by addressing the most critical problems facing our community. Alongside community partners, we assess the need, develop strategies to address the top priority issues, mobilize partners and resources to implement the plan, and measure our results and report our impact to the community.
What it reported doing in 2024
United Way of Norman continues to provide services and programs that meet otherwise unmet needs in the community. Our School Supply program provides supplies to children preschool - 12th grade whose families financially qualify. In 2025, more than 1,200 children received the tools that they needed to succeed from day one, in a dignified and confidential manner. The Student United Engage Leadership program provides 9th grade students in our service area the opportunity to develop leadership and character through a variety of community awareness and service projects. The Student United Leadership Exploration and Development program (LEAD) provides 10th, 11th and 12th grade students who work year-round to raise funds to benefit other local teenagers in need. United Way of Norman partners with 211 to provide up to date, 24-hour guidance to residents in Norman and southern Cleveland County who need direction or assistance provided by our partner agencies. These services include financial crises, mental health, housing, food, and many other needs. Though 211 assistance is provided to all who call, it is those in financial need who make up most callers
Operating model
- Revenue model
- Donor-supported. 92% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 72% 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 program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 77
- Transparency & Controls: 90
- Accountability: 100
- Sustainability: 34
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 83.4%; rating input score 83
- Program expense ratio: 80.9%; rating input score 81
- Fundraising efficiency: $9.92 raised per $1 spent on fundraising; rating input score 38; 38th percentile among comparable filings
Transparency & Controls
- Consistency checks: 94.4%; rating input score 94; 26th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 98.5%; rating input score 99; 47th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 8 of 8 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: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -2.4%; rating input score 29; 29th percentile among comparable filings
- Total-asset coverage ratio: 1.2; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: 0.57; rating input score 14; 14th percentile among comparable filings
- Officer compensation ratio: 8.3%; rating input score 42; 42nd percentile among comparable filings
Growth
- Program expense growth: -0.1% per year; rating input score 0; 17th percentile among comparable filings
- Revenue growth: 1.8% per year; rating input score 100; 23rd percentile among comparable filings
- Asset growth: 1.1% per year; rating input score 100; 21st percentile among comparable filings
Details
- Where the money goes: 83.4% of revenue deployed · 80.9% of spending went to programs
- Governance: 29 of 29 board members independent · 8 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $1.4M in reported program spending
- Leadership: top reported pay $104K · 37 people listed
- Consistency: 36 of 37 current checks pass · 1 finding to review
- Schedules: 7 filed schedules · includes major donors and grants
- Filing history: 11 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 24 filed money-flow records
- Related organizations: 22 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 38/100.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Operating margin scored 29/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- High — Sustainability: Liabilities to assets ratio scored 14/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 42/100.