Lake Area United Way Inc
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.
Key facts about Lake Area United Way Inc
In short: Lake Area United Way Inc reported $496K in grants paid in 2024 (a total; its filing lists no individual grants). 60% of 2023 grantees were new. Source: 2024 IRS Form 990.
- EIN
- 73-0581441
- Latest 990 filing
- Form 990, 2024
- Grants paid (2024)
- $495,820 — reported as a total on the IRS filing, without an itemized list
- Total assets
- $1,113,854
- How to apply
- The website describes an LOI followed by an agency application for approved new partners. Full details ↓
- Deadline
- The LOI deadline was March 6, 2026, at noon.
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$1.1M
-5.2% YoY
Grants Paid (reported total)
$496K
+75.1% YoY
Revenue
$642K
+38.0% YoY
Net Investment Income
$34K
-9.3% YoY
Is Lake Area United Way Inc open to new grantees?
60%
first-time grantees, 2023
In 2023, 9 of 15 grantees (60%) were first-time recipients. First grants averaged $18K; repeat grants $20K. How we count
Medians: $19K first-time, $21K repeat.
- 40% 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.
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).
Review Cycle
The LOI deadline was March 6, 2026, at noon. The application deadline was March 31, 2026, at 5:00 p.m.
Open Grants
1 open opportunity from Lake Area United Way Inc
Ready to take the next step with Lake Area United Way Inc?
Geographic Focus
Where this funder awards grants
The organization’s stated service area is Muskogee and Cherokee Counties, Oklahoma.
Grant Distribution by State
Cities
Giving Over Time
Total grant dollars and number of grants per year
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.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 61 grants of 61 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants reported |
|---|---|---|---|---|
| 2024 | $1,113,854 | $641,868 | $712,071 | 0 |
| 2023 | $1,175,006 | $465,178 | $517,106 | $283,244 across 15 grants |
| 2022 | $1,235,641 | $569,878 | $564,457 | 0 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,113,854 | $1,175,006 | $1,235,641 |
| Revenue | $641,868 | $465,178 | $569,878 |
| Expenses | $712,071 | $517,106 | $564,457 |
| Net Investment Income | $33,853 | $37,319 | $49 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 25, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 18, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS September 16, 2025)
- IRS filings on file for fiscal years 2020–2024
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
The highest reported compensation on the 2024 filing was $60K, to Kimberli Jaquez (Executive Director).
Contact
Mailing address: PO Box 1612, Muskogee, OK 74402
Phone: (918) 682-1364
Website: https://lakeareaunitedway.org
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.
Here's the math on researching Lake Area United Way Inc by hand.
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