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Nonprofit · EIN 73-0581441

LAKE AREA UNITED WAY INC

Tax-exempt · MUSKOGEE, OK 74402

Financials

$465K$517K2023$642K$712K2024
Revenue Expenses · by fiscal year end
Financials of LAKE AREA UNITED WAY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$641,868$712,071-$70,203$1,113,854$157,468$956,386
December 31, 2023990$465,178$517,106-$51,928$1,175,006$148,417$1,026,589
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$608,015
Program service revenue
$0
Investment income
$33,853
Other revenue
$0

Expenses

Grants and similar amounts paid
$495,820
Other salaries and wages
$107,340
Salaries, compensation and benefits (total)
$128,131
Professional fundraising fees
$0
Accounting fees
$10,154
Occupancy
$505
Travel
$3,372
Depreciation
$10,986
Program services (functional)
$581,847
Management and general (functional)
$45,525
Fundraising (functional)
$84,699

Balance sheet and other

Total assets, start of year
$1,175,006
Total assets, end of year
$1,113,854
Total liabilities, end of year
$157,468
Net assets, end of year
$956,386
Land, buildings and equipment
$26,112
Publicly traded securities
$406,301
Net assets without donor restrictions
$956,386
Gross receipts
$641,868
Employees
5
Year formed
1939
State of legal domicile
OK

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KIMBERLI JAQUEZEXECUTIVE DIRECTOR
Key employee
40$60,000
GARY HALLBOARD MEMBER
Trustee or director
1$0
MICKEY DUNCANBOARD MEMBER
Trustee or director
1$0
ERIN BUTLERBOARD MEMBER
Trustee or director
1$0
MINDY BAKERBOARD MEMBER
Trustee or director
1$0
EARNIE GILDERBOARD MEMBER
Trustee or director
1$0
CAMERIN FITE-JAMESBOARD MEMBER
Trustee or director
1$0
BRYON BRUSTBOARD MEMBER
Trustee or director
1$0
KIMBERLY WILLIAMSBOARD MEMBER
Trustee or director
1$0
KELSEA CARSONBOARD MEMBER
Trustee or director
1$0
RACHEL LEEBOARD MEMBER
Trustee or director
1$0
NIKKI MOLLOYBOARD MEMBER
Trustee or director
1$0
TERA SHAWSBOARD MEMBER
Trustee or director
1$0
ROBIN WOODSBOARD MEMBER
Trustee or director
1$0
STEPHEN HIGHERSPAST PRESIDENT
Officer
1$0
4 more people on this return
NameTitleHours / weekCompensation
DANNE HANSONPRESIDENT
Officer
2$0
JUSTIN CALVERTSECRETARY
Officer
2$0
ERIC WELLSVICE PRESIDENT
Officer
2$0
TYJUAN WALKERTREASURER
Officer
1$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensation
KIM JAQUEZEXECUTIVE DIRECTOR
Key employee
40$60,637
MINDY BAKERBOARD MEMBER
Trustee or director
1$0
EARNIE GILDERBOARD MEMBER
Trustee or director
1$0
ERIN BUTLERBOARD MEMBER
Trustee or director
1$0
ROB FRAZIERBOARD MEMBER
Trustee or director
1$0
ROBIN ORMANBOARD MEMBER
Trustee or director
1$0
BRYON BRUSTBOARD MEMBER
Trustee or director
1$0
KIMBERLY WILLIAMSBOARD MEMBER
Trustee or director
1$0
CAMERIN FITE-JAMESBOARD MEMBER
Trustee or director
1$0
TYJUAN WALKERBOARD MEMBER
Trustee or director
1$0
GARY HALLBOARD MEMBER
Trustee or director
1$0
AMBER CRALLBOARD MEMBER
Trustee or director
1$0
HARVEY HILLBOARD MEMBERPAST PRESIDENT
Trustee or director
1$0
TIFFANY KILLERBOARD MEMBER
Trustee or director
1$0
MICKEY DUNCANBOARD MEMBER
Trustee or director
1$0
DANNE HANSONVICE PRESIDENT
Officer
2$0
STEPHEN HIGHERSPRESIDENT
Officer
2$0
ERIC WELLSTREASURER
Officer
2$0
JUSTIN CALVERTSECRETARY
Officer
2$0

Address and contacts

Address (IRS master file)
PO BOX 1612, MUSKOGEE, OK 74402-1612
In care of
% KIMBERLI JAQUEZ
Principal officer (990 for 2024)
DANNE HANSON, PO BOX 1612, MUSKOGEE, OK 74402
Signed the 990
KIMBERLI JAQUEZ, EXECUTIVE DIRECTOR
Phone
(918) 682-1364
Return prepared by
ROBERT ST PIERRE CPA PC

Mission

UNITING PEOPLE AND RESOURCES TO ADVANCE THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF OUR COMMUNITIES.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDING A BETTER AND SAFER LIFE FOR THE CITIZENS OF MUSKOGEE BY PROMOTING PROGRAMS AND OPPORTUNITIES THAT BUILD A BETTER COMMUNITY WITH THE ASSISTANCE OF EXISTING AGENCIES AND ENTITIES THAT ARE PRESENTLY OPERATING IN THAT CAPACITY.
    Expenses $581,847

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
73-0581441
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1939
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,080,197
Income (IRS master file)
$698,831

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$641,868$712,071$1,113,854XML
990December 2023$465,178$517,106$1,175,006XML
990December 2022$569,878$564,457$1,235,641IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-0581441).

Questions about LAKE AREA UNITED WAY INC

What is the EIN of LAKE AREA UNITED WAY INC?
The employer identification number (EIN) of LAKE AREA UNITED WAY INC is 73-0581441.
Is LAKE AREA UNITED WAY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
Are donations to LAKE AREA UNITED WAY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKE AREA UNITED WAY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LAKE AREA UNITED WAY INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKE AREA UNITED WAY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LAKE AREA UNITED WAY INC?
The 990 for the year ended December 31, 2024 names DANNE HANSON.
Who are the officers and directors of LAKE AREA UNITED WAY INC?
The 990 for the year ended December 31, 2024 lists 19 people; 1 received compensation from the organization, the highest $60,000 (KIMBERLI JAQUEZ, EXECUTIVE DIRECTOR).
How much revenue does LAKE AREA UNITED WAY INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $641,868, expenses of $712,071 and total assets of $1,113,854 at year end.

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