YWCA Tulsa INC FY2022 filing

Tax-deductible

Tulsa, OK501(c)(3)Since 1914Human ServicesEIN 73-0579296Revenue $5.3M in FY2022

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.
$119K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · 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
$119K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.5 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
$343K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
25
of 25 voting members
Looks good: 25 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.3M
+35% vs prior year
Spent
$5.5M
To programs
85%
Net assets
$6.7M
By yearFY2020–FY2024
Revenue
$5.3M
FY2022▲ +35%
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
$5.5M
FY2022▲ +42%
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
$6.7M
FY2022▼ -10%
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 FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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% · $4.7M Management & general 9% · $499K Fundraising 6% · $312K

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

26 people listed on the 990; $119K paid to officers and key staff.

Part VII, Section A · reportable compensation
$119,143Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board President
$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.

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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 · $4.7M · in their own filed words · FY2022
01

Immigrant and Refugee Services

Ywca tulsa served 4,199 newcomers to tulsa in 2022. Our adult education classses served 452 adult english language learners and 43 youth, case management provided employment services and support to 236 immigrants and refugees, and translation and interpretation responded to 1021 requests.

$3.1Mprogram expense
02

Health Equity & Wellness Programs

Ywca tulsa's health and wellness programs served 3,816 people in 2022. 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.

$1.6Mprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$5.3M
Ln 12
Gifts and grantsLn 1h$4.2M
Fees for servicesLn 2g$858K
Investment incomeLn 3$298K
Money outPt IX
$5.5M
Ln 25
Programscol B$4.7M
Managementcol C$499K
Fundraisingcol D$312K
Owns and owesPt X
$6.7M
net assets · Ln 32
Cash and savingsLn 1–2$665K
Total assetsLn 16$7.0M
LiabilitiesLn 26$343K
PeoplePt VI, VII
26
listed · VII A
PaidVII A1
Voting boardVI 1a25
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.2M
Government grantsLn 1e$2.8M
Noncash giftsLn 1g$27K
Fundraising eventsLn 1c$136K
Fees for servicesLn 2g$858K
Investment incomeLn 3$298K
Gains on assetsLn 7$268K
Total revenueLn 12$5.3M
Assets in detailPt X, end of year
CashLn 1$190K
SavingsLn 2$475K
Cash and savings togetherLn 1–2$665K
InvestmentsLn 11–13$2.2M
Land, buildings, equipmentLn 10c$3.0M
Total assetsLn 16$7.0M
LiabilitiesLn 26$343K
Net assetsLn 32$6.7M
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 FY22End FY22
Cash and savingsLn 1–2$1.0M$665K
InvestmentsLn 11–13$2.7M$2.2M
Land, buildings, equipmentLn 10c$3.5M$3.0M
Total assetsLn 16$7.7M$7.0M
LiabilitiesLn 26$332K$343K
Net assetsLn 32$7.4M$6.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$128K$97K$17K$14K
Other salaries and wagesLn 7$3.1M$2.7M$188K$201K
Other employee benefitsLn 9$271K$240K$14K$16K
Payroll taxesLn 10$257K$228K$14K$16K
Other fees for servicesLn 11g$159K$77K$75K$7K
Advertising and promotionLn 12$22K$2K$2K$18K
Office expensesLn 13$3K$3K
Information technologyLn 14$216K$159K$39K$18K
OccupancyLn 16$378K$353K$25K$799
TravelLn 17$112K$111K$1K$201
Conferences, conventions and meetingsLn 19$32K$22K$10K$523
InterestLn 20$8K$5K$3K
Depreciation, depletion and amortizationLn 22$293K$255K$37K$642
InsuranceLn 23$100K$72K$16K$12K
Other expenses (24a–d)Ln 24$430K$368K$55K$7K
All other expensesLn 24e$357$357
Total functional expensesLn 25$5.5M$4.7M$499K$312K

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 Viewing $5.3M$5.5M−$181K$6.7M 990 PDF
FY2021 $3.9M$3.9M$63K$7.4M 990 PDF
FY2020 $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 FY2022 990 (6 parts)
Part I · Summary $5,309,969 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,132,701$4,179,296
I-9 Program service revenuePrior year $711,870$857,797
I-10 Investment incomePrior year $42,297$297,583
I-11 Other revenuePrior year $33,887−$24,707
I-12 Total revenuePrior year $3,920,755$5,309,969
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 $2,550,080$3,736,808
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,307,762$1,754,134
I-18 Total expensesPrior year $3,857,842$5,490,942
I-19 Revenue less expensesPrior year $62,913−$180,973
Part VI · Governance 25 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members25
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 $5,309,969 across 12 lines filed
VIII-1a Federated campaigns$437,577
VIII-1c Fundraising events$135,620
VIII-1e Government grants$2,818,162
VIII-1f All other contributions, gifts and grants$787,937
VIII-1g Noncash contributions (included above)$27,187
VIII-1h Total contributions, gifts and grants$4,179,296
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $857,797$857,797
VIII-3 Investment incomeExcluded from tax $29,232$29,232
VIII-7 Net gain or loss on sales of assetsExcluded from tax $268,351$268,351
VIII-8 Net income from fundraising eventsExcluded from tax −$79,354−$79,354
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $54,647$54,647
VIII-12 Total revenueRelated to mission $857,797 · Unrelated business $0 · Excluded from tax $272,876$5,309,969
Part IX · Statement of functional expenses $5,490,942 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $97,101 · Management $16,824 · Fundraising $13,984$127,909
IX-7 Other salaries and wagesPrograms $2,691,698 · Management $188,134 · Fundraising $201,371$3,081,203
IX-9 Other employee benefitsPrograms $239,992 · Management $14,330 · Fundraising $16,387$270,709
IX-10 Payroll taxesPrograms $227,827 · Management $13,604 · Fundraising $15,556$256,987
IX-11g Other fees for servicesPrograms $77,407 · Management $74,705 · Fundraising $7,296$159,408
IX-12 Advertising and promotionPrograms $1,799 · Management $2,250 · Fundraising $17,612$21,661
IX-13 Office expensesManagement $3,318$3,318
IX-14 Information technologyPrograms $158,561 · Management $39,279 · Fundraising $18,340$216,180
IX-16 OccupancyPrograms $352,932 · Management $24,563 · Fundraising $799$378,294
IX-17 TravelPrograms $111,033 · Management $1,032 · Fundraising $201$112,266
IX-19 Conferences, conventions and meetingsPrograms $21,960 · Management $9,516 · Fundraising $523$31,999
IX-20 InterestPrograms $5,177 · Management $2,802$7,979
IX-22 Depreciation, depletion and amortizationPrograms $254,757 · Management $37,190 · Fundraising $642$292,589
IX-23 InsurancePrograms $72,120 · Management $16,148 · Fundraising $11,533$99,801
IX-24 Other expenses (24a–d)Programs $367,800 · Management $55,206 · Fundraising $7,276$430,282
IX-24e All other expensesPrograms $357$357
IX-25 Total functional expensesPrograms $4,680,521 · Management $498,901 · Fundraising $311,520$5,490,942
Part X · Balance sheet $7,016,145 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $955,361$189,889
X-2 Savings and temporary cash investmentsStart of year $89,914$475,356
X-3 Pledges and grants receivableStart of year $409,860$1,053,762
X-4 Accounts receivableStart of year $28,532$33,285
X-9 Prepaid expenses and deferred chargesStart of year $74,877$12,721
X-10c Land, buildings and equipment, netStart of year $3,479,439$3,017,801
X-11 Publicly traded securitiesStart of year $2,504,187$2,034,825
X-12 Other securitiesStart of year $207,470$198,506
X-16 Total assetsStart of year $7,749,640$7,016,145
X-17 Accounts payable and accrued expensesStart of year $179,299$266,217
X-19 Deferred revenueStart of year $48,250$0
X-25 Other liabilitiesStart of year $0$4,154
X-26 Total liabilitiesStart of year $331,965$342,637
X-27 Net assets without donor restrictionsStart of year $6,572,433$5,746,725
X-28 Net assets with donor restrictionsStart of year $845,242$926,783
X-32 Total net assets or fund balancesStart of year $7,417,675$6,673,508
X-33 Total liabilities and net assetsStart of year $7,749,640$7,016,145
Part XI · Reconciliation of net assets $6,673,508 net assets at year end
XI-1 Total revenue$5,309,969
XI-2 Total expenses$5,490,942
XI-3 Revenue less expenses−$180,973
XI-4 Net assets at start of year$7,417,675
XI-5 Net unrealized gains (losses) on investments−$563,194
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,673,508

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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