2024-07-12T14:20:55-05:00 2023-12-31 431305800 UHY ADVISORS MIDWEST INC 15 SUNNEN DRIVE SUITE 100 ST LOUIS MO 631433819 990 2023-01-01 465103221 OKLAHOMA NATIVE ASSETS COALITION INC OKLA 4054017873 PO BOX 21804 OKLAHOMA CITY OK 731561804 CHRISTINA FINSEL PRESIDENT 4054017873 2024-07-12 1 CHRISTINA FINSEL 999009999 1 VANESSA BOWLES P02356299 3146151200 2024-07-12 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z CHRISTINA FINSEL PO BOX 21804 OKLAHOMA CITY OK 731561804 1040073 0 X WWW.OKNATIVEASSETS.ORG X 2014 OK THE ORGANIZATION ASSISTS IN THE DEVELOPMENT AND SUPPORT OF A NETWORK OF NATIVE PEOPLE WHO ARE DEDICATED TO INCREASING THE SELF-SUFFICIENCY AND PROSPERITY OF THEIR COMMUNITIES. THIS IS BEING ACCOMPLISHED THROUGH COMPREHENSIVE FINANCIAL INITIATIVES. 5 5 2 8 0 0 2195664 967192 0 0 15210 66685 400 6196 2211274 1040073 466522 494108 0 0 50233 173656 0 0 15900 284471 176624 801226 844388 1410048 195685 2550808 2778913 13813 12120 2536995 2766793 X THE ORGANIZATION ASSISTS IN THE DEVELOPMENT AND SUPPORT OF A NETWORK OF NATIVE PEOPLE WHO ARE DEDICATED TO INCREASING THE SELF-SUFFICIENCY AND PROSPERITY OF THEIR COMMUNITIES. THIS IS BEING ACCOMPLISHED THROUGH COMPREHENSIVE FINANCIAL INITIATIVES. 0 0 721489 494108 THE ORGANIZATION ADMINISTERS SEVEN PROGRAMS: 1) NATIVE ASSET BUILDER PROFESSIONAL DEVELOPMENT AND PROGRAM DEVELOPMENT (INCLUDING NATIVE BANK ON ONAC/NATIONAL GET BANKED INDIAN COUNTRY CAMPAIGN, FINANCIAL EDUCATION TRAIN-THE-TRAINERS, MULTIPLE NATIVE ASSET BUILDING RESEARCH PAPERS AND PRESENTATIONS, THE NATIONAL NATIVE EITC/VITA NETWORK, AND FUNDING OF BANK ON ACCOUNTS), 2) MINI GRANTS AND LARGER GRANTS TO FUND NATIVE ASSET-BUILDING PROJECTS, 3) ESTABLISHING AND FUNDING EDUCATIONAL SAVINGS ACCOUNTS FOR AMERICAN INDIAN AND ALASKA NATIVE CHILDREN, 4) FUNDING EMERGENCY SAVINGS ACCOUNTS FOR NATIVE FAMILIES, 5) CASH ASSISTANCE INCENTIVES FOR NATIVE FAMILIES BUILDING AND REPAIRING CREDIT AND PURCHASING A HOME, 6) ONE-ON-ONE FINANCIAL COACHING, AND 7) DOWN PAYMENT ASSISTANCE. IN 2023, THE ORGANIZATION SERVED AN ESTIMATED 15,329 CONSTITUENTS WITH THE NATIVE ASSET BUILDER PROFESSIONAL DEVELOPMENT PROGRAM, MINI GRANTS, SUPPORT OF NATIVE VITA PROGRAMS, CHILDREN'S SAVINGS ACCOUNTS, EMERGENCY SAVINGS ACCOUNTS, CASH ASSISTANCE INCENTIVES, BANK ON INCENTIVES, FINANCIAL COACHING, AND DOWN PAYMENT ASSISTANCE. 721489 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X CHRISTY FINSEL 4057200770 PO BOX 21804 OKLAHOMA CITY OK 73156 CHRISTINA FINSEL PRESIDENT 2.00 X X 192781 0 0 ANNA KNIGHT VICE PRESIDENT 2.00 X X 0 0 0 CYNTHIA LOGSDON SECRETARY 2.00 X X 0 0 0 KELLY BRAME DIRECTOR 2.00 X 0 0 0 CHRISTY ESTES TREASURER 2.00 X X 0 0 0 192781 0 0 1 0 1 0 0 350 966842 967192 66685 66685 MISCELLANEOUS REVENUE 900099 6196 6196 6196 1040073 0 0 72881 X 245000 245000 249108 249108 115931 81315 28541 6075 25169 17654 6196 1319 32556 22835 8015 1706 22701 22701 10 10 117541 97644 13097 6800 1369 1369 1457 1457 6162 6162 380 380 10516 10516 BANK SERVICE CHARGES 8140 7933 207 DUES AND SUBSCRIPTIONS 7585 7585 PRINTING AND PUBLICATIO 695 695 FILING FEES 68 68 844388 721489 106999 15900 1700807 1778913 672777 806698 177224 193302 2550808 2778913 13813 12120 13813 12120 X 1576984 1736054 960011 1030739 2536995 2766793 2550808 2778913 195685 34113 0 X X 0 1 X 1 0 X 387698 1198547 923163 2195564 967192 5672164 387698 1198547 923163 2195564 967192 5672164 4170131 1502033 6020 5257 4683 15210 66685 97855 5770019 0.26030 0.28280 X THE COALITION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI) BECAUSE IT SATISFIES THE "FACTS AND CIRCUMSTANCES" TEST UNDER SECTION 1.170A-9(F)(3). THE COALITION RECEIVES AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC AND CARRIES ON A CONTINUOUS AND BONA FIDE PROGRAM OF PUBLIC SUPPORT AND IT SATISFIES THE FACTORS TO MEET THE TEST AS PROVIDED BY THE REGULATION.THE COALITION HAS RAISED FUNDS FROM A BROAD ARRAY OF SOURCES OVER THE PAST SEVEN YEARS INCLUDING FOUNDATION GRANTS AND SEVERAL SMALL DONORS. IN 2023 WE RECEIVED FUNDS FROM 5 DIFFERENT ENTITIES. WE HAVE FOUND THAT FOUNDATION SUPPORT IS MORE AVAILABLE THAN SUPPORT FROM SMALL DONORS. THE COALITION DOES HOLD TWICE A YEAR CROWDSOURCE FUNDING CAMPAIGNS TO ATTRACT INDIVIDUAL DONORS. ALSO, THE COALITION SOLICITS AND RECEIVES MEMBERSHIPS, SPONSORSHIPS, AND DONATIONS FROM TRIBES, FOUNDATIONS, INDIVIDUALS, NONPROFITS AND CORPORATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1043974 138679 100798 10 1283441 265518 811281 -32815 10 1043974 228827 36701 10 265518 241439 27234 39846 228827 229101 41338 29000 241439 1.00000 0 0 0 JA GLYNN FUND 193302 F 193302 X 1074176 34113 34113 1040063 10 10 1040073 844378 0 844378 10 10 844388 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPLEMENT THE MISSION OF OKLAHOMA NATIVE ASSETS COALITION, INC. AND IN LINE WITH THE ORIGINAL DONOR GIFT GUIDELINES. PART X, LINE 2: MANAGEMENT OF THE ORGANIZATION HAS EVALUATED THE TAX POSITIONS OF THE AGENCY AND BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE AGENCY AT DECEMBER 31, 2023. 1 OSAGE FINANCIAL RESOURCES INC 1825 E MAIN PAWHUSKA OK 74056 202404539 0 8500 VITA PROGRAM PEOPLE'S PARTNER FOR COMMUNITY DEVELOPMENT PO BOX 955 LAME DEER MT 59043 412102823 0 14500 VITA PROGRAM FOUR BANDS COMMUNITY FUND 412 S MAIN STREET EAGLE BUTTE SD 57625 460456528 0 10000 VITA PROGRAM TLINGIT HAIDA REGIONAL HOUSING AUTHORITY 5446 JENKINS DRIVE JUNEAU AK 99801 920044273 0 10000 VITA PROGRAM CHEROKEE NATION COMMERCE SERVICES PO BOX 1669 TAHLEQUAH OK 74465 730757033 0 10000 VITA PROGRAM COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION OF THE TOHONO OODHAM NATION PO BOX 3130 1 MAIN STREET SUITE 201 SELLS AZ 85634 200908987 0 10000 VITA PROGRAM FOUR DIRECTIONS DEVELOPMENT CORPORATION 20 GODFREY DRIVE ORONO ME 04473 010544468 0 10000 VITA PROGRAM YSLETA DEL SUR PUEBLO 9180 SOCORRO ROAD EL PASO TX 79927 741851338 0 10000 VITA PROGRAM FALLON PAIUTE SHOSHONE TRIBE 565 RIO VISTA DRIVE FALLON NV 89406 880120723 0 10000 VITA PROGRAM LAKOTA FUNDS PO BOX 340 KYLE SD 57752 460421416 0 10000 VITA PROGRAM WHITE MOUNTAIN APACHE HA PO BOX 1270 WHITERIVER AZ 85941 860194403 0 10000 VITA PROGRAM MENOMINEE INDIAN TRIBE OF WI PO BOX 910 KESHENA WI 54135 391205576 0 10000 VITA PROGRAM SITTING BULL COLLEGE 9299 NORTH DAKOTA 24 FORT YATES ND 58538 237373765 0 10000 VITA PROGRAM WARM SPRINGS COMMUNITY ACTION AGENCY 1136 PAIUTE AVE WARM SPRINGS OR 97761 161633303 0 20000 VITA PROGRAM PUEBLO OF ACOMA HOUSING AUTHORITY 6A SUNRISE RD 6A ACOMA PUEBLO NM 87034 850252748 0 20000 VITA PROGRAM MUSCOGEE CREEK NATION PO BOX 580 OKMULGEE OK 74447 731357965 0 10000 VITA PROGRAM SHOSHONE BANNOCK TRIBE 306 PIMA DR FORT HALL ID 83203 820197554 0 10000 VITA PROGRAM MASHANTUCKET PEQUOT TRIBE 2 MATTS PATH MASHANTUCKET CT 06338 060995554 0 10000 VITA PROGRAM ILLUMINATIVE 603 S PUBLIC RD 883 LAFAYETTE CO 80026 921975377 0 20000 NEW VENTURE FUND NATIONAL URBAN INDIAN FAMILY COALITION 4000 AURORA AVE N STE 214 SEATTLE WA 98103 462157403 0 20000 KRESGE FUND SAVINGS ACCOUNTS 585 66700 DOWN PAYMENT ASSISTANCE 30 149808 EMERGENCY CASH ASSISTANCE 12 6000 X X X X 0 0 0 0 0 0 0 0 0 CHRISTINA FINSEL PRESIDENT 192781 0 0 0 0 0 0 0 0 0 192781 0 0 0 CHRISTINA FINSEL EXECUTIVE DIRECTOR 76850 CONSULTING SERVICES 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: CHRISTINA FINSEL MOVED FROM A CONSULTANT TO EMPLOYEE OF OKLAHOMA NATIVE ASSETS COALITION AS OF JUNE 2023. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B) HAS READ AND UNDERSTANDS THE POLICY, C) HAS AGREED TO COMPLY WITH THE POLICY, AND D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARLY IN ACTIVITES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE DIRECTOR EACH YEAR BY REVIEWING COMPARABLE SALARIES WITH OTHER ORGANIZATIONS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G CHRISTINA FINSEL CONSULTING LLC: PROGRAM SERVICE EXPENSES 64,122. MANAGEMENT AND GENERAL EXPENSES 8,262. FUNDRAISING EXPENSES 4,466. TOTAL EXPENSES 76,850. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 515. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 515. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 33,522. MANAGEMENT AND GENERAL EXPENSES 4,320. FUNDRAISING EXPENSES 2,334. TOTAL EXPENSES 40,176. FORM 990, PART XII, LINE 2C: NO CHANGES CHRISTINA FINSEL CONSULTING LLC 3104 LAKESIDE DRIVE THE VILLAGE OK 73120 271166645 CONSULTING OK 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CHRISTINA FINSEL CONSULTING LLC L 76850 FMV