YWCA Tulsa INC FY2020 filing

Tax-deductible

Tulsa, OK501(c)(3)Since 1914Human ServicesEIN 73-0579296Revenue $4.2M in FY2020

On file with the IRSywcatulsa.org1910 S Lewis Ave, 74104-5708 · Tulsa, OKTax-exempt since Feb 1955Publicly supported — 509(a)(2)

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YWCA Tulsa is dedicated to eliminating racism and empowering women.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$100K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $33K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$100K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
13
named funders · $1.0M
Looks good: 13 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$914K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
22
of 22 voting members
Looks good: 22 of 22 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.2M
Spent
$3.5M
To programs
85%
Net assets
$7.1M
By yearFY2020–FY2024
Revenue
$4.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$4.2M
FY2021$3.9M
FY2022$5.3M
FY2023$7.6M
FY2024$10.2M
Expenses
$3.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$3.5M
FY2021$3.9M
FY2022$5.5M
FY2023$7.2M
FY2024$11.4M
Net assets
$7.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$7.1M
FY2021$7.4M
FY2022$6.7M
FY2023$7.4M
FY2024$6.3M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1955.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $2.9M Management & general 11% · $394K Fundraising 3% · $110K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $100K paid to officers and key staff.

Part VII, Section A · reportable compensation
$100,064Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Julie Davis’s $168K as CEO is at the 28th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Julie Davis$168,058$135,532$119,143$106,498$100,064
Zoe Cauley$115,835$107,500———
Erika Vasas$108,130————
Sterling Ramsey$103,131————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See YWCA Tulsa INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers women and works to end racism.

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Provided by the organization

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2 programs · $2.9M · in their own filed words · FY2020
01

Health Equity & Wellness Programs

Ywca tulsa's health and wellness programs served 3,222 people in 2020. Women, men, children, and seniors participated in fitness activities at two fitness centers including: group fitness classes for all levels, strength training, water aerobics, and swimming lessons.

$1.5Mprogram expense
02

Immigrant & Refugee Services

Ywca tulsa served 2,707 newcomers to tulsa in 2020. Our adult education classes served 180 english language learners, case management provided employment services and support to 47 refugees, and translation and interpretation services responded to 279 requests.

$1.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 13 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$4.2M
Ln 12
Gifts and grantsLn 1h$3.5M
Fees for servicesLn 2g$607K
Investment incomeLn 3$40K
Money outPt IX
$3.5M
Ln 25
Programscol B$2.9M
Managementcol C$394K
Fundraisingcol D$110K
Owns and owesPt X
$7.1M
net assets · Ln 32
Cash and savingsLn 1–2$491K
Total assetsLn 16$8.0M
LiabilitiesLn 26$914K
PeoplePt VI, VII
23
listed · VII A
PaidVII A1
Voting boardVI 1a22
IndependentVI 1b22
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.5M
Government grantsLn 1e$561K
Fundraising eventsLn 1c$135K
Fees for servicesLn 2g$607K
Investment incomeLn 3$40K
Other incomeLn 4–11$15K
Gains on assetsLn 7$17K
Total revenueLn 12$4.2M
Assets in detailPt X, end of year
CashLn 1$439K
SavingsLn 2$51K
Cash and savings togetherLn 1–2$491K
InvestmentsLn 11–13$2.5M
Land, buildings, equipmentLn 10c$3.6M
Total assetsLn 16$8.0M
LiabilitiesLn 26$914K
Net assetsLn 32$7.1M
OperationsPt I, VI
EmployeesI 5123
VolunteersI 6165
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$250K$491K
InvestmentsLn 11–13$2.2M$2.5M
Land, buildings, equipmentLn 10c$3.7M$3.6M
Total assetsLn 16$6.6M$8.0M
LiabilitiesLn 26$521K$914K
Net assetsLn 32$6.0M$7.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$106K$94K$6K$5K
Other salaries and wagesLn 7$1.6M$1.4M$98K$77K
Other employee benefitsLn 9$147K$131K$9K$7K
Payroll taxesLn 10$134K$119K$8K$6K
Accounting feesLn 11c$190K$44K$145K$757
Investment management feesLn 11f$9K$9K
Advertising and promotionLn 12$13K$12K$123$83
Office expensesLn 13$331K$315K$15K$977
Information technologyLn 14$80K$68K$7K$6K
OccupancyLn 16$346K$325K$20K$757
TravelLn 17$4K$3K$1K$58
Conferences, conventions and meetingsLn 19$2K$877$2K
InterestLn 20$27K$5K$22K
Payments to affiliatesLn 21$14K$12K$543$2K
Depreciation, depletion and amortizationLn 22$279K$247K$31K$815
InsuranceLn 23$69K$49K$19K
Other expenses (24a–d)Ln 24$102K$98K$1K$3K
Total functional expensesLn 25$3.5M$2.9M$394K$110K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $10.2M$11.4M−$1.2M$6.3M 990 PDF
FY2023 $7.6M$7.2M$430K$7.4M 990 PDF
FY2022 $5.3M$5.5M−$181K$6.7M 990 PDF
FY2021 $3.9M$3.9M$63K$7.4M 990 PDF
FY2020 Viewing $4.2M$3.5M$715K$7.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $4,166,743 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,036,119$3,504,438
I-9 Program service revenuePrior year $882,059$607,421
I-10 Investment incomePrior year $63,025$40,310
I-11 Other revenuePrior year $40,462$14,574
I-12 Total revenuePrior year $3,021,665$4,166,743
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,622,722$1,986,389
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,379,737$1,464,924
I-18 Total expensesPrior year $3,002,459$3,451,313
I-19 Revenue less expensesPrior year $19,206$715,430
Part VI · Governance 22 of 22 board members independent, no flags
VI-1a Voting members of the governing body22
VI-1b Independent voting members22
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,166,743 across 11 lines filed
VIII-1a Federated campaigns$446,518
VIII-1c Fundraising events$134,855
VIII-1e Government grants$560,924
VIII-1f All other contributions, gifts and grants$2,362,141
VIII-1h Total contributions, gifts and grants$3,504,438
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $607,421$607,421
VIII-3 Investment incomeExcluded from tax $23,400$23,400
VIII-7 Net gain or loss on sales of assetsExcluded from tax $16,910$16,910
VIII-8 Net income from fundraising eventsExcluded from tax −$4,662−$4,662
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $19,236$19,236
VIII-12 Total revenueRelated to mission $607,421 · Unrelated business $0 · Excluded from tax $54,884$4,166,743
Part IX · Statement of functional expenses $3,451,313 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $93,971 · Management $6,475 · Fundraising $5,099$105,545
IX-7 Other salaries and wagesPrograms $1,425,062 · Management $98,185 · Fundraising $77,328$1,600,575
IX-9 Other employee benefitsPrograms $130,527 · Management $8,993 · Fundraising $7,083$146,603
IX-10 Payroll taxesPrograms $119,008 · Management $8,200 · Fundraising $6,458$133,666
IX-11c Accounting feesPrograms $43,871 · Management $144,993 · Fundraising $757$189,621
IX-11f Investment management feesManagement $8,778$8,778
IX-12 Advertising and promotionPrograms $12,384 · Management $123 · Fundraising $83$12,590
IX-13 Office expensesPrograms $314,688 · Management $14,914 · Fundraising $977$330,579
IX-14 Information technologyPrograms $67,663 · Management $6,613 · Fundraising $6,078$80,354
IX-16 OccupancyPrograms $325,397 · Management $19,887 · Fundraising $757$346,041
IX-17 TravelPrograms $2,910 · Management $1,244 · Fundraising $58$4,212
IX-19 Conferences, conventions and meetingsPrograms $877 · Management $1,507$2,384
IX-20 InterestPrograms $4,759 · Management $21,884$26,643
IX-21 Payments to affiliatesPrograms $11,530 · Management $543 · Fundraising $1,634$13,707
IX-22 Depreciation, depletion and amortizationPrograms $247,457 · Management $31,104 · Fundraising $815$279,376
IX-23 InsurancePrograms $49,309 · Management $19,192$68,501
IX-24 Other expenses (24a–d)Programs $98,243 · Management $1,008 · Fundraising $2,887$102,138
IX-25 Total functional expensesPrograms $2,947,656 · Management $393,643 · Fundraising $110,014$3,451,313
Part X · Balance sheet $7,977,347 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $118,596$439,401
X-2 Savings and temporary cash investmentsStart of year $131,291$51,434
X-3 Pledges and grants receivableStart of year $318,816$1,267,809
X-4 Accounts receivableStart of year $18,947$13,668
X-9 Prepaid expenses and deferred chargesStart of year $55,014$61,903
X-10c Land, buildings and equipment, netStart of year $3,724,846$3,614,610
X-11 Publicly traded securitiesStart of year $2,025,012$2,336,180
X-12 Other securitiesStart of year $174,378$192,342
X-16 Total assetsStart of year $6,566,900$7,977,347
X-17 Accounts payable and accrued expensesStart of year $167,017$105,606
X-19 Deferred revenueStart of year $47,013$24,466
X-24 Unsecured notes and loans payable$557,100
X-26 Total liabilitiesStart of year $520,618$913,516
X-27 Net assets without donor restrictionsStart of year $5,199,762$5,157,515
X-28 Net assets with donor restrictionsStart of year $846,520$1,906,316
X-32 Total net assets or fund balancesStart of year $6,046,282$7,063,831
X-33 Total liabilities and net assetsStart of year $6,566,900$7,977,347
Part XI · Reconciliation of net assets $7,063,831 net assets at year end
XI-1 Total revenue$4,166,743
XI-2 Total expenses$3,451,313
XI-3 Revenue less expenses$715,430
XI-4 Net assets at start of year$6,046,282
XI-5 Net unrealized gains (losses) on investments$302,118
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,063,831

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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