Lake Area United Way Inc logo

Lake Area United Way Inc

Public charity · Grantmaker Muskogee, OK EIN: 73-0581441 Website

Lake Area United Way Inc is a public charity based in Muskogee, Oklahoma, formed in 1939. It brings people and resources together to advance health, education, and financial stability in Muskogee and Cherokee Counties, including by funding local programs.

Lake Area United Way Inc at a glance

In short: Lake Area United Way Inc reported $496K in grants paid in 2024 (a total; its filing lists no individual grants). 40% of 2023 grantees were new. Source: 2024 IRS Form 990.

Grants paid (2024)
$495,820 — reported as a total on the IRS filing, without an itemized list
+75.1% vs 2023
Total assets
$1,113,854
-5.2% vs 2023
Revenue (2024)
$641,868
+38.0% vs 2023
Net investment income (2024)
$33,853
-9.3% vs 2023
Expenses (2024)
$712,071
+37.7% vs 2023
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Lake Area United Way Inc

How to Apply

The website describes an LOI followed by an agency application for approved new partners. The listed 2026 cycle dates have passed.

Review Cycle
The LOI deadline was March 6, 2026, at noon. The application deadline was March 31, 2026, at 5:00 p.m.
Deadline
The LOI deadline was March 6, 2026, at noon.
Contact

Mailing address: PO Box 1612, Muskogee, OK 74402
Phone: (918) 682-1364
Website: https://lakeareaunitedway.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Lake Area United Way Inc funds

How this funder distributes its grants

Grant Size Distribution

61 grants across all recorded years

61<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 61 grants of 61 (100%).

Geographic Focus

Where this funder awards grants

The organization’s stated service area is Muskogee and Cherokee Counties, Oklahoma.

Grant Distribution by State

2states

Cities

MuskogeeTahlequahPigeon Forge

Is Lake Area United Way Inc open to new grantees?

40%

first-time grantees, 2023

In 2023, 6 of 15 grantees (40%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $18K; repeat grants $19K. How we count

Medians: $14K first-time, $20K repeat.

  • 53% of 2023 grantees were also funded in 2022. Method
  • Giving held roughly steady from 2020 to 2023 (−11%). Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K17 grants2020 15 grants2021 14 grants2022 15 grants2023 Total only2024

From 2020 to 2024, annual grant giving ranged from $278K (2021) to $496K (2024). In 2024 it reported $496K in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Kelly B Todd CP & Neuromuscular Ce Muskogee, OKTo Provide Funding for Org Purpose$39,002
Kids Space Muskogee, OKTo Provide Funding for Org Purpose$30,000
Women in Saee Home Muskogee, OKTo Provide Funding for Org Purpose$27,494
CASA of Muskogee Muskogee, OKTo Provide Funding for Org Purpose$26,050
Dolly Parton Imagination Library Muskogee, OKTo Provide Funding for Org Purpose$24,998
American Red Cross Muskogee, OKTo Provide Funding for Org Purpose$21,502
Legal Services of Eastern OK Tahlequah, OKTo Provide Funding for Org Purpose$20,000
Legal Aid Services of Oklahoma Muskogee, OKTo Provide Funding for Org Purpose$19,000
Muskogee Co Council of Youth Servic Muskogee, OKTo Provide Funding for Org Purpose$19,000
Volunteers of America Muskogee, OKTo Provide Funding for Org Purpose$14,154
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$1,113,854$641,868$712,071$495,820Total only$33,853
2023$1,175,006$465,178$517,106$283,24415$37,319
2022$1,235,641$569,878$564,457$303,75314$49
2021$1,271,250$718,200$454,485$277,83515$13,477
2020$991,814$525,626$524,672$319,42917$21,315

"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The organization’s mission is “uniting people and resources to advance the health, education, and financial stability of our communities.” Its website identifies four impact areas: Community Resiliency, Healthy Communities, Youth Opportunities, and Financial Stability. The funding-program listing also names Education, Financial Stability, Health, and Emergency Food & Shelter.

Lake Area United Way invites local nonprofits to apply for program grants. Among the 2023 grantees, Legal Aid Services of Oklahoma described its mission as making equal justice for all a reality; RISE Corp described providing counseling and resources for people who have been sexually exploited; and Girl Scouts of Eastern Oklahoma described building girls’ courage, confidence, and character.

Grantmaking

In 2023, Lake Area United Way reported $283,244 in grants across 15 grants, an average of about $18,883 per grant. Notable 2023 recipients included Legal Aid Services of Oklahoma Inc. ($19,000), RISE Corp ($9,500), and Girl Scouts of Eastern Oklahoma Inc. ($5,002).

The website describes a two-step process for potential new partners: submit a Letter of Intent for screening, then, if approved, participate in the campaign and complete an agency application. The LOI requests program and organization information and a 501(c)(3) determination letter. Applicants are also asked for board and financial information; required financial-statement standards vary by organization revenue. The website says incomplete applications are not accepted, and previous grantees must be in good standing with timely, complete reporting.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Kimberli Jaquez as executive director and Gary Hall, Mickey Duncan, Erin Butler, Mindy Baker, Earnie Gilder, Camerin Fite-James, Bryon Brust, Kimberly Williams, and Kelsea Carson as board members. The organization’s website identifies Kim Jaquez as executive director.

Lake Area United Way Inc is led by Kimberli Jaquez, Executive Director on the 2024 filing; 1 of 19 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Kimberli Jaquez

    Executive Director

    New on the 2024 filing

    40 hrs/week

    $60K (2024)

  • Danne Hanson

    President

    Board Member → Vice President, 2023

    Vice President → President, 2024

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Eric Wells

    Vice President

    Board Member → Treasurer, 2023

    Treasurer → Vice President, 2024

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Erin Butler

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Gary Hall

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Justin Calvert

    Secretary

    Board Member → Secretary, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Stephen Highers

    Past President

    Treasurer → President, 2023

    President → Past President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Earnie Gilder

    Board Member

    On filings since 2021

    1 hr/week

    No compensation reported

  • Mindy Baker

    Board Member

    On filings since 2021

    1 hr/week

    No compensation reported

  • Bryon Brust

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Camerin Fite-James

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Kimberly Williams

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Mickey Duncan

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Tyjuan Walker

    Treasurer

    Board Member → Treasurer, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Kelsea Carson

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Nikki Molloy

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Rachel Lee

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Robin Woods

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Tera Shaws

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (21)
  • Former: Amber Crall (2020–2023) — Board Member
  • Former: Harvey Hill (2020–2023) — Board Memberpast President
  • Former: Rob Frazier (2021–2023) — Board Member
  • Former: Robin Orman (2021–2023) — Board Member
  • Former: Kim Jaquez (2023) — Executive Director
  • Former: Tiffany Killer (2023) — Board Member
  • Former: Bradley Atherton (2020–2022) — President
  • Former: Dylan Lucht (2020–2022) — Board Member
  • Former: Jenny Jamison (2020–2022) — Executive Di
  • Former: Laura Wickizer (2020–2022) — Secretary
  • Former: Ron Dean (2020–2022) — Board Member
  • Former: Terry McKinney (2020–2022) — Secretary
  • Former: Tim Thompson (2020–2022) — Board Member
  • Former: Jennifer Tapia (2021–2022) — Board Member
  • Former: Brandy White (2020) — Board Member
  • Former: Christie Jackson (2020) — Treasurer
  • Former: Keith Harlin (2020) — Board Member
  • Former: Kim Lynch (2020) — Past President
  • Former: Marsha Wiseman (2020) — Board Member
  • Former: Tammy Toombs (2020) — Board Member
  • Former: William Lowe (2020) — Board Member

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Kimberli Jaquez — Executive Director: $60KKimberli JaquezExecutive Director$60K

The highest reported compensation on the 2024 filing was $60K, to Kimberli Jaquez (Executive Director).

Frequently asked questions about Lake Area United Way Inc

How much does Lake Area United Way Inc give each year?

Lake Area United Way Inc reported $496K in grants paid in 2024 on its 2024 IRS Form 990, as a total without an itemized list of grants. In 2023 it gave $283K across 15 grants.

How large is Lake Area United Way Inc?

Lake Area United Way Inc reported $1.1M in total assets on its 2024 IRS Form 990. Its revenue that year was $642K.

What does Lake Area United Way Inc fund?

The organization’s mission is “uniting people and resources to advance the health, education, and financial stability of our communities.” Its website identifies four impact areas: Community Resiliency, Healthy Communities, Youth Opportunities, and Financial Stability. See mission & focus areas ↑

How do I apply for a grant from Lake Area United Way Inc?

The website describes an LOI followed by an agency application for approved new partners. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Lake Area United Way Inc make grants?

The organization’s stated service area is Muskogee and Cherokee Counties, Oklahoma.

What is Lake Area United Way Inc's EIN?

Lake Area United Way Inc's EIN (Employer Identification Number) is 73-0581441. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

Data update history

(5)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS May 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS May 25, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS August 18, 2023)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS September 16, 2025)
  5. IRS filings on file for fiscal years 2020–2024

Live grants for the work Lake Area United Way Inc funds

Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lake Area United Way Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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