Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 12,925,735 | 14,204,488 | 15,157,780 | 28,530,075 | 23,294,106 | 94,112,184 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 425,044 | 326,264 | 1,202,364 | 1,451,600 | 1,408,067 | 4,813,339 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 13,350,779 | 14,530,752 | 16,360,144 | 29,981,675 | 24,702,173 | 98,925,523 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 6,100 | 38,650 | 41,420 | 86,170 | ||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 6,100 | 38,650 | 41,420 | 86,170 | ||
| 8 | Public support. (Subtract line 7c from line 6.) | 98,839,353 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 13,350,779 | 14,530,752 | 16,360,144 | 29,981,675 | 24,702,173 | 98,925,523 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 184,700 | 213,847 | 217,117 | 228,431 | 283,459 | 1,127,554 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 184,700 | 213,847 | 217,117 | 228,431 | 283,459 | 1,127,554 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 13,535,479 | 14,744,599 | 16,577,261 | 30,210,106 | 24,985,632 | 100,053,077 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART III, LINE 4 | THE YMCA OF GREATER TULSA IS A POWERFUL ASSOCIATION OF MEN, WOMEN AND CHILDREN JOINED TOGETHER BY A SHARED COMMITMENT TO NURTURING THE POTENTIAL OF KIDS, PROMOTING HEALTHY LIVING AND FOSTERING A SENSE OF SOCIAL RESPONSIBILITY. WE BELIEVE THAT LASTING PERSONAL AND SOCIAL CHANGE CAN ONLY COME ABOUT WHEN WE ALL WORK TOGETHER TO INVEST IN OUR KIDS, OUR HEALTH AND OUR NEIGHBORS. THAT'S WHY, AT THE Y, STRENGTHENING COMMUNITY IS OUR CAUSE. EVERY DAY, WE WORK SIDE-BY-SIDE WITH OUR NEIGHBORS IN OUR COMMUNITY TO MAKE SURE THAT EVERYONE, REGARDLESS OF AGE, INCOME OR BACKGROUND, CAN LEARN, GROW AND THRIVE. THE YMCA OF GREATER TULSA (ESTABLISHED IN 1909) IS COMMITTED IN OUR EFFORT TO KEEP KIDS IN SCHOOL, IMPROVE THE HEALTH OF OUR COMMUNITY'S CITIZENS AND OFFER OPPORTUNITIES FOR KIDS AND ADULTS TO HELP AND SERVE OTHERS THROUGH Y PROGRAMS. IN 2025, WE ARE ON YEAR 4 OF OUR 22-2025 STRATEGIC PLAN. WHAT FOLLOWS IS OUR BOLD VISION IN THREE CRITICAL AREAS THAT ARE ALIGNED WITH THE Y-USA AREAS OF FOCUS: YOUTH DEVELOPMENT HEALTHY LIVING SOCIAL RESPONSIBILITY IN THIS 990, WE ARE PLEASED TO SHARE OUR STRATEGIC PLAN AND HIGHLIGHT ACCOMPLISHMENTS MADE OVER THE LAST YEAR. OUR PRIORITIES OVER THE NEXT THREE YEARS: STRATEGIC PRIORITY 1 EXPAND OF REACH COMMITMENT 1: EVERYONE FEELS WELCOME AT THE Y. COMMITMENT 2: OUR MEMBERSHIP REFLECTS THE DIVERSE COMMUNITIES WE SERVE. COMMITMENT 3: YMCA YOUTH ARE EMPOWERED, SUPPORTED AND SUCCESSFUL. STRATEGIC PRIORITY 2 CONNECT FOR IMPACT COMMITMENT 1: OUR VOICE IS HEARD. COMMITMENT 2: WE AMPLIFY PARTNER VOICES AND THE VOICES HEARD LESS. COMMITMENT 3: OUR COMMUNICATION IS INTENTIONAL AND STRATEGIC. STRATEGIC PRIORITY 3 BUILD ON OUR STRENGHTS COMMITMENT 1: OUR STAFF AND VOLUNTEERS ARE OUR STRENGTH; THEY LEAD WITH COURAGE, KINDNESS, AND PURPOSE. COMMITMENT 2: WE UTILIZE OUR Y'S TO MEET THE NEEDS OF OUR COMMUNITY AND LEVERAGE INDIVIDUAL STRENGTHS. COMMITMENT 3: WE COLLABORATE AND INNOVATE TO SOLVE COMMUNITY ISSUES. OUR IMPACT (2022-2025) STRATEGIC PRIORITY 1 1.1 PARTICIPANT PROFILES OF UNDERSERVED POPULATIONS INCREASED BY 50%. 1.2 11,722 OF PRE-PANDEMIC MEMBERSHIP UNITS HAVE RETURNED. 1.3 14MM DOLLARS HAVE BEEN REINVESTED BACK INTO THE COMMUNITY THROUGH MEMBERSHIP AND PROGRAMS. 1.4 85% OF KIDS HAVE A CARING ADULT AT THE Y. 1.5 85% OF KIDS LEARNED A NEW SKILL THROUGH THE Y. STRATEGIC PRIORITY 2 2.1 10 MILLION IMPRESSIONS WILL HAVE SEEN, HEARD, AND FELT THE Y. 2.2 975,000 REACHED THROUGH OUR EQUITABLE HEALTH AND EDUCATION SOCIAL MEDIA CAMPAIGN. 2.3 EVERY Y BRANCH HAS A COMMUNITY IMPACT PLATFORM LIFTING Y AND PARTNER VOICES. STRATEGIC PRIORITY 3: 3.1 YMCA OF GREATER TULSA IS A "BEST PLACE TO WORK AND STAFF WITH A NET PROMOTER SCORE INCREASED BY 12 POINTS. 3.2 OUR SCHOLARSHIP AND STRATEGY DONOR BASE HAS EXPANDED BY 10%. 3.3 WE RESERVED .02 CENTS OF EVERY EARNED DOLLAR TO SAVE FOR A RAINY DAY. 3.4 OUR VOLUNTEER BASE INCREASED BY 3% EACH YEAR BETWEEN 2022-2025. STRATEGIC PLAN GOAL UPDATE (ACHIEVED) : STRATEGIC PRIORITY 1 1.1 PARTICIPANT PROFILES OF UNDERSERVED POPULATIONS INCREASED BY 50%. 1.2 11,722 OF PRE-PANDEMIC MEMBERSHIP UNITS HAVE RETURNED. 1.3 14MM DOLLARS HAVE BEEN REINVESTED BACK INTO THE COMMUNITY THROUGH MEMBERSHIP AND PROGRAMS. 1.4 85% OF KIDS HAVE A CARING ADULT AT THE Y. STRATEGIC PRIORITY 2 2.1 10 MILLION IMPRESSIONS WILL HAVE SEEN, HEARD, AND FELT THE Y. 2.2 975,000 REACHED THROUGH OUR EQUITABLE HEALTH AND EDUCATION SOCIAL MEDIA CAMPAIGN. STRATEGIC PRIORITY 3: 3.1 YMCA OF GREATER TULSA IS A "BEST PLACE TO WORK AND STAFF WITH A NET PROMOTER SCORE INCREASED BY 12 POINTS. 3.2 OUR SCHOLARSHIP AND STRATEGY DONOR BASE HAS EXPANDED BY 10%. 3.3 WE RESERVED .02 CENTS OF EVERY EARNED DOLLAR TO SAVE FOR A RAINY DAY. 3.4 OUR VOLUNTEER BASE INCREASED BY 3% EACH YEAR BETWEEN 2022-2025. STRATEGIC PLAN GOAL UPDATE (PROGRESSING): 1.6 85% OF KIDS LEARNED A NEW SKILL THROUGH THE Y. 2.3 EVERY Y BRANCH HAS A COMMUNITY IMPACT PLATFORM LIFTING Y AND PARTNER VOICES. SUCCESS STORY: WE RECENTLY WORKED WITH A YOUNG FIRST-TIME MOTHER OF A 1 YEAR OLD WHO WAS STRUGGLING TO FIND AND AFFORD QUALITY CHILDCARE. SHE WAS DEEPLY DEPRESSED AND CONCERNED. A FRIEND OF HER TOLD HER ABOUT OUR CHILD DEVELOPMENT CENTER AT THE W.L. HUTCHERSON FAMILY YMCA AND TOLD HER TO COME ASK FOR SOME HELP. YOU SEE AT THE TULSA YMCA WE TURN NO ONE AWAY DUE TO THE INABILITY TO PAY. SHE WAS PLEASE TO FIND OUT WE WERE ABLE TO OFFER HER FINANCIAL SUPPORT AND SHE GOT 50% OFF OF THE WEEKLY REGISTRATION FEE ALLOWING HER TO FIND PEACE AND HAPPINESS KNOWING HER FIRST CHILD WAS GOING TO LEARN AND GROW IN A SAFE HIGHLY ACCREDITED PROGRAM. |
| FORM 990, PART VI, SECTION A, LINE 1A | WE HAVE AN EXECUTIVE COMMITTEE THAT ACTS ON THE BOARDS BEHALF WHEN THE BOARD DOES NOT MEET. THESE MEMBERS ARE ALSO MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S MEMBERS ANNUALLY ELECT THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS HAVE THE RIGHT TO ELECT MEMBERS TO THE BOARD, BUT DO NOT RECEIVE DISTRIBUTIONS, INCOME OR ASSETS FROM THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO PROVIDES OUR INDEPENDENT ACCOUNTANTS INFORMATION REGARDING THE 990 TAX RETURN. AFTER THE ACCOUNTANTS HAVE PREPARED THE RETURN, A COPY IS PROVIDED BACK TO THE CFO FOR REVIEW. THE CFO REVIEWS THE RETURN IN DETAIL AND COMMUNICATES BACK TO THE ACCOUNTANTS ANY QUESTIONS OR CHANGES. AFTER THE FINAL DRAFT COPY HAS BEEN PREPARED AND REVIEWED, THE CFO THEN REVIEWS THE RETURN WITH THE CEO OF THE ASSOCIATION. AFTER APPROVAL FROM THE CEO, THE DRAFT COPY OF THE 990 RETURN IS THEN REVIEWED BY THE ASSOCIATION'S FINANCE COMMITTEE. AFTER THE FINANCE COMMITTEE REVIEWS THE RETURN, THEN THEY MAKE A RECOMMENDATION FOR APPROVAL TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN REVIEWS THE RETURN AND APPROVES FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. ADDITIONALLY, BOARD MEMBERS MAY RECUSE THEMSELVES OR APPOINT ANOTHER BOARD MEMBER FOR RECUSAL IF A CONFLICT OF INTEREST ARISES DURING A BOARD MEETING. ONGOING BOARD EDUCATION OCCURS THROUGHOUT THE YEAR TO REMIND MEMBERS OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL OF THE ORGANIZATION'S COMPENSATION PACKAGES ARE DETERMINED THROUGH THE USE OF THE HAY SALARY ADMINISTRATION SYSTEM, A POINT AND BASE PAY SYSTEM. THIS PROCESS COMES FROM YUSA TO YMCA'S AS A MEANS OF DETERMINING COMPENSATION. THE ORGANIZATION ALSO USES COMPARABILITY DATA FROM OTHER LIKE SIZE YMCA'S WHEN IT COMES TO ANY COMPENSATION/BENEFIT THAT IS NOT SALARY BASED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE ORGANIZATION IS IN THE PROCESS OF MAKING THE CONFLICT INTEREST POLICY AVAILABLE THROUGH ITS WEBSITE. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND INCLUDED WITH ITS ANNUAL REPORT ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S FINANCE COMMITTEE MEETS MONTHLY AND IS RESPONSIBLE FOR REVIEWING AND APPROVING MONTHLY FINANCIAL STATEMENTS AND REPORTS. IT IS RESPONSIBLE FOR REVIEW AND APPROVAL OF THE ORGANIZATION'S AUDIT REPORT. EVERY 3 TO 5 YEARS, THE FINANCE COMMITTEE CONSIDERS REQUESTING AUDIT PROPOSALS IN MAKING AN INDEPENDENT AUDITOR SELECTION. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS. |
| FORM 990, PART VI, LINE 19 | THE FORM 990 TAX RETURN IS AVAILABLE THROUGH GUIDESTAR AND IT IS AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS ACCESSIBLE ON OUR WEBSITE. WE ARE IN THE PROCESS OF MAKING THE FORM 990 AND THE CONFLICT OF INTEREST POLICY AVAILABLE ON OUR WEBSITE. |
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