Lake Area United Way Inc
Donations deductibleRevenue
$642k
year to 31 December 2024
Expenses
$712k
year to 31 December 2024
Total assets
$1.1m
$157k liabilities
Net assets
$956k
assets less liabilities
Directors and trustees
13
4.3y av
Staff
5
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
11
named in Part VII
Lake Area United Way Inc's network
13 people4 organisationsi13 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (13). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
13 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 18 voting members of its governing body on its latest Form 990 Part VI; we list 13 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Bryon Brust | Board Member | 2023 | 3 yrs |
| Camerin Fite-James | Board Member | 2023 | 3 yrs |
| Earnie Gilder | Board Member | 2021 | 5 yrs |
| Erin Butler | Board Member | 2020 | 6 yrs |
| Gary Hall | Board Member | 2019 | 7 yrs |
| Kelsea Carson | Board Member | 2024 | 2 yrs |
| Kimberly Williams | Board Member | 2018 | 8 yrs |
| Mickey Duncan | Board Member | 2023 | 3 yrs |
| Mindy Baker | Board Member | 2021 | 5 yrs |
| Nikki Molloy | Board Member | 2024 | 2 yrs |
| Rachel Lee | Board Member | 2024 | 2 yrs |
| Robin Woods | Board Member | 2024 | 2 yrs |
| Tera Shaws | Board Member | 2024 | 2 yrs |
Officers and senior leadership
11 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Brandy White | Support Staff | 2018 |
| D'Anne Hanson | Vice President | since 2023 |
| Eric Wells | Vice President | since 2023 |
| Jenny Jamison | Executive Dir. | since 2019 |
| Justin Calvert | Company secretary | since 2023 |
| Kim Jaquez | Executive Director | 2023 |
| Kimberli Jaquez | Executive Director | 2024 |
| Lisa Smith | Executive Director | since 2018 |
| Stephen Highers | President | since 2023 |
| Terry Beutelschies | Outreach Coordinator | 2018 |
| Tyjuan Walker | Treasurer | 2024 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Kimberli Jaquez | Executive Director | 40 | $60k | ||
| Gary Hall | Board Member | 1 | $0 | ||
| Mickey Duncan | Board Member | 1 | $0 | ||
| Erin Butler | Board Member | 1 | $0 | ||
| Mindy Baker | Board Member | 1 | $0 | ||
| Earnie Gilder | Board Member | 1 | $0 | ||
| Camerin Fite-James | Board Member | 1 | $0 | ||
| Bryon Brust | Board Member | 1 | $0 | ||
| Kimberly Williams | Board Member | 1 | $0 | ||
| Kelsea Carson | Board Member | 1 | $0 | ||
| Rachel Lee | Board Member | 1 | $0 | ||
| Nikki Molloy | Board Member | 1 | $0 | ||
| Tera Shaws | Board Member | 1 | $0 | ||
| Robin Woods | Board Member | 1 | $0 | ||
| Stephen Highers | Past President | 1 | $0 | ||
| Danne Hanson | President | 2 | $0 | ||
| Justin Calvert | Secretary | 2 | $0 | ||
| Eric Wells | Vice President | 2 | $0 | ||
| Tyjuan Walker | Treasurer | 1 | $0 |
About
- Legal name
- Lake Area United Way Inc
- EIN
- 730581441
- Address
- 200 W Broadway, Muskogee, OK, 74401
- State
- Oklahoma
- Mission
- Uniting people and resources to advance the health, education, and financial stability of our communities. (as filed on the Form 990)
- Activity (NTEE)
- T70Z Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 6 (IRS master file code)
- Formed
- 1939
- Principal officer
- Danne Hanson (as named on the Form 990)
- IRS ruling date
- 1 September 1939
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsKimberly Williams
≥7years on the filingsGary Hall
≥6years on the filingsErin Butler
≥5years on the filingsEarnie Gilder
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $1.1m
- Total liabilities
- $157k
- Net assets or fund balances
- $956k
- Contributions and grants received
- $608k
- Program service revenue
- $0
- Grants and similar paid out
- $496k
- Employees
- 5
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $642k | $712k | Deficit $70k |
As filed on the IRS Form 990. US dollars.
Grants paid
15 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| American Red Cross | To provide funding for org purpose | $0 |
| Boys & Girls Club of Tahlequah Inc | To provide funding for org purpose | $0 |
| Casa of Muskogee | To provide funding for org purpose | $0 |
| Casa of Tahlequah | To provide funding for org purpose | $0 |
| Girl Scouts of Eastern Oklahoma | To provide funding for org purpose | $0 |
| Kelly B Todd Cp & Neuromuscular Ce | To provide funding for org purpose | $0 |
| Kids Space | To provide funding for org purpose | $0 |
| Dolly Parton Imagination Library | To provide funding for org purpose | $0 |
| Legal Aid Services of Oklahoma | To provide funding for org purpose | $0 |
| Legal Services of Eastern Ok | To provide funding for org purpose | $0 |
| Muskogee Co Council of Youth Servic | To provide funding for org purpose | $0 |
| Ok United Methodist Circle of Care | To provide funding for org purpose | $0 |
| Rise | To provide funding for org purpose | $0 |
| Volunteers of America | To provide funding for org purpose | $0 |
| Women in Saee Home | To provide funding for org purpose | $0 |