2024-11-13T05:30:37+00:00 2023-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-01-01 730589829 United Way of Central Oklahoma Inc UNIT 4055233518 1444 NW 28TH Street Oklahoma City OK 73106 Christopher Bell CFO 4055233518 2024-11-13 true Jeanette Verrelli P00742631 9727028262 2024-11-15 2023 2024-10-15 13:58:12Z RACHEL C HOLT 1444 NW 28TH Street Oklahoma City OK 73106 19236252 false X WWW.UNITEDWAYOKC.ORG X 1952 OK CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE WELL BEING OF THOSE IN OUR COMMUNITY. 89 89 57 6000 0 0 20631474 18252281 235883 244871 89672 717260 -5409 2584 20951620 19216996 16407145 13483097 0 2571532 2650578 0 2357249 1879092 3283621 20857769 19417296 93851 -200300 32415650 31342091 7188674 6218124 25226976 25123967 UNITED WAY OF CENTRAL OKLAHOMA IS COMMITTED TO CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE WELL BEING OF THOSE IN OUR COMMUNITY. false false 15375387 13483097 244871 THE UNITED WAY OF CENTRAL OKLAHOMA IS A CHARITABLE ORGANIZATION WITH A VISION TO BUILD A STRONGER, HEALTHIER, AND MORE COMPASSIONATE COMMUNITY. WE ACCOMPLISH THIS BY VETTING CONVENING AND FUNDING QUALIFIED HEALTH, YOUTH, AND HUMAN SERVICE NONPROFIT AGENCIES WHO SERVE THE LOCAL NEEDS OF COMMUNITIES WITHIN SEVEN CENTRAL OKLAHOMA COUNTIES AND BY OFFEREING LOCAL VOLUNTEER OPPORTUNITIES TO SUPPORT THEIR SERVICES. SINCE 1923, UNITED WAY OF CENTRAL OKLAHOMA HAS PARTNERED WITH NONPROFIT AGENCIES TO PROVIDE EXPERTISE, SUPPORT, AND SOLUTIONS TO MEET THE NEEDS OF LOCAL CITIZENS. WE FUND PROGRAMS OF PARTNER AGENCIES WITH DONATIONS COLLECTED FROM THE PUBLIC IN AN ANNUAL CAMPAIGN HELD IN THE FALL. THE DONATED FUNDS ARE DISTRIBUTED THE FOLLOWING YEAR TO PARTNER AGENCIES THROUGH AN ALLOCATION PROCESS CALLED COMMUNITY INVESTMENT. TO SUPPORT OUR COMMITMENT TO ACCOUNTABILITY AND TRANSPARENCY, ALLOCATION DECISIONS ARE MADE BY MORE THAN 200 COMMUNITY VOLUNTEERS FROM OUR DONOR BASE WHO INVEST OVER 4,000 HOURS EACH YEAR IN THIS PROCESS, AS WELL AS DONOR DETERMINED DESIGNATIONS, WHICH ARE APPROVED BY UNITED WAY'S BOARD OF DIRECTORS. UNITED WAY OF CENTRAL OKLAHOMA PLAYS AN INTEGRAL ROLE IN MANY COMMUNITY INITIATIVES AND PROGRAMS SUCH AS RECRUITING, TRAINING, AND MATCHING BOARD MEMBERS WITH NONPROFIT AGENCIES; OFFERING VOLUNTEER OPPORTUNITIES FOR CORPORATIONS TO SUPPORT SERVICE AGENCIES; AND PUBLISHING RESEARCH TO PROVIDE CIVIC LEADERS AND CITIZENS INFORMATION TO RAISE AWARENESS OF CURRENT COMMUNITY NEEDS AS A PART OF THE ANNUAL CAMPAIGN INITIATIVE. UNITED WAY OF CENTRAL OKLAHOMA ALSO MANAGES STATE AND MUNICIPAL EMPLOYEE CAMPAIGNS. AS SINGLE MEMBER LLCS, UNITED WAY OF LOGAN COUNTY, LLC AND UNITED WAY OF CANADIAN COUNTY, LLC, COLLECT CONTRIBUTIONS FROM THE PUBLIC THROUGH AN ANNUAL CAMPAIGN HELD IN THE FALL AND THEN DISTRIBUTE THE MONEY THE FOLLOWING YEAR TO PARTNER AGENCIES THAT SERVE THE PUBLIC INTEREST IN LOGAN AND CANADIAN COUNTY, RESPECTIVELY. THE GRANT ALLOCATIONS ARE APPROVED BY THE UNITED WAY OF LOGAN COUNTY, LLC'S AND UNITED WAY OF CANADIAN COUNTY, LLC'S ADVISORY BOARDS AND THEN BY THE BOARD OF DIRECTORS OF UNITED WAY OF CENTRAL OKLAHOMA. WAYFINDER INNOVATION GRANTS THE WAYFINDER INNOVATION GRANT PROGRAM IS A NEW APPROACH TO SOLVING OUR COMMUNITY'S TOUGHEST CHALLENGES. LOCAL NONPROFITS ARE INVITED TO SUBMIT INNOVATIVE AND NEW CREATIVE IDEAS THAT ADDRESS PROBLEMS WITHIN UNITED WAY OF CENTRAL OKLAHOMA'S FIVE FOCUS AREAS: STRONG FAMILIES, SUCCESSFUL KIDS, HEALTHY CITIZENS, INDEPENDENT LIVING AND COMMUNITY PREPAREDNESS; THAT ARE NOT CURRENTLY AVAILABLE IN THE COMMUNITY. FINALISTS ARE INVITED TO PITCH THE IDEA IN A SHARK TANK APPROACH TO A PANEL OF COMMUNITY LEADERS, WHO SELECT THE MOST PROMISING AND VIABLE IDEAS TO RECEIVE ONE-TIME FUNDING. EMBRACEOKC UNITED WAY OF CENTRAL OKLAHOMA WORKS TO ADDRESS VARIOUS SOCIAL ISSUES IDENTIFIED THROUGH OUR RESEARCH BY CONVENING STAKEHOLDERS AND COLLABORATING ON SOLUTIONS. AS TRENDS EMERGE, NEW COMMUNITY INITIATIVES ARE CREATED TO RESPOND TO COMMUNITY NEEDS. CURRENTLY, THE UNITED WAY IS ACTIVE IN NEARLY 30 COMMUNITY INITIATIVES, AND IN 2022, WE PARTNERED WITH THE OKC PUBLIC SCHOOLS COMPACT ON ITS COLLABORATIVE INITIATIVE TO SUPPORT BEHAVIORAL HEALTH IMPROVEMENTS THROUGHOUT THE OKLAHOMA CITY PUBLIC SCHOOL SYSTEM, EMBRACEOKC. EMBRACEOKC IS A DISTRICT-WIDE INITIATIVE TO EMBRACE MENTAL HEALTH AS PREVENTABLE AND TREATABLE, TO PROTECT CHILDREN'S MENTAL HEALTH FOR LIFE, TO ACHIEVE MAXIMUM SOCIAL AND EMOTIONAL WELLBEING FOR CHILDREN AND THEIR FAMILIES AND TO HOLD THE SCHOOL AND COMMUNITY AS A PLACE OF SAFETY AND SUPPORT. THE INITIATIVE IS A COMPREHENSIVE APPROACH TO ACHIEVE MAXIMUM SOCIAL AND EMOTIONAL WELL-BEING FOR STUDENTS AND THEIR FAMILIES THROUGH SCHOOL-BASED MENTAL HEALTH SERVICES INCLUDING AWARENESS, PREVENTION, EARLY INTERVENTION AND TREATMENT. UNITED WAY OF CENTRAL OKLAHOMA'S ROLE IS TO ASSIST IN RAISING FUNDS, OVERSEE THE ALLOCATION OF FUNDS AND REPORT BACK TO STAKEHOLDERS ON THE IMPACT OF THE PROGRAM. BOARD SERVE CENTRAL OKLAHOMA UNITED WAY OF CENTRAL OKLAHOMA IMPROVES NONPROFIT BOARDS BY RECRUITING, TRAINING, AND MATCHING BOARD MEMBERS WITH NONPROFIT AGENCIES IN THE CENTRAL OKLAHOMA AREA. THE BOARD SERVE PROGRAM BEGAN IN 2013 FOR BOARD MEMBER CANDIDATES TO ATTEND SEVEN MONTHLY EXPERT-LED SESSIONS COVERING NONPROFIT BOARD GOVERANCE, LEADERSHIP SKILLS, NONPROFIT LAW, FUNDRAISING AND OTHER SKILLS REQUIRED TO SERVE ON A NONPROFIT BOARD. CANDIDATES MAKE APPLICATION TO THE PROGRAM AND UPON ACCEPTANCE, EACH CANDIDATE PAYS A FEE TO ATTEND THE BOARD SERVE PROGRAM SESSIONS. A FORMAL GRADUATION AND AGENCY BOARD PLACEMENT CEREMONY IS CONDUCTED IN SEPTEMBER. IN 2017, IT WAS DETERMINED TO CONDUCT THE BOARD SERVE PROGRAM SESSIONS EVERY OTHER YEAR. TO DATE, THE BOARD SERVE CENTRAL OKLAHOMA PROGRAM HAS GRADUATED 183 CANDIDATES AND FACILITATED OVER 200 PLACEMENTS TO AREA NONPROFIT BOARDS. In 2023, United Way of Central Oklahoma celebrated its 100th anniversary serving our community! We approached this milestone with gratitude in our hearts for all of our supporters and partners who have helped us fulfill our mission of connecting people and resources for the well-being of our community. As part of this special occasion, our organization incurred one-time expenses to highlight the leadership and donor support we have received through the years. A special 100-year anniversary logo was designed to mark the momentous occasion along with a campaign that provided 100-year anniversary flags to our 68 Partner Agencies, over 70 corporate organizations and hundreds of faithful United Way supporters to wave proudly during 2023. The annual campaign assets were specially designed to celebrate the year such as advertising for television, radio, bus benches, pens, letterhead, brochures and bags. United Way supporters contributed to special one-time events, the UWCO endowment and many other giving opportunities to demonstrate their unwavering belief in our mission. And we are grateful to our donors, board members and volunteers whose commitment and collaboration promise unlimited hope for our citizens in central Oklahoma - today, and for the next 100 years at United Way of Central Oklahoma. 15375387 true true false false false false false false true true false false true false true false true false false false false false false true false false true false true false false false false false false false false true false false false true false false false false true 19 0 true 57 true false false false false false true true false false false false false false X 89 89 false false false false false false false true true false false true true true true true true true true false OK X X CHRISTOPHER BELL 4055233518 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 BRADLEY KRIEGER ASSISTANT TREASURER 1.0 0.0 X X 0 0 0 JUDY LOVE SECRETARY 1.0 0.0 X X 0 0 0 LANE R NEAL ASSISTANT SECRETARY 1.0 0.0 X X 0 0 0 RICK MCCUNE TREASURER 1.0 0.0 X X 0 0 0 SHANE WHARTON BOARD CHAIR 2.0 0.0 X X 0 0 0 SHERRI LANCE PAST CHAIR 2.0 0.0 X X 0 0 0 AARON J JACK DIRECTOR 1.0 0.0 X 0 0 0 BRENT HENSLEY DIRECTOR 1.0 0.0 X 0 0 0 BRUCE LAWRENCE DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 CAROLINE IKARD DIRECTOR 1.0 0.0 X 0 0 0 CHAD WILKERSON DIRECTOR BEG: 4/2023 1.0 0.0 X 0 0 0 CHERI SHEPARD DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 CHRISTY GILLENWATER DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 CHUCK SPICER DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 CLAY FARHA DIRECTOR 1.0 0.0 X 0 0 0 CRAIG ABBOTT DIRECTOR 1.0 0.0 X 0 0 0 CRAIG FREEMAN DIRECTOR 1.0 0.0 X 0 0 0 CRAIG MCVAY DIRECTOR BEG: 02/2023 1.0 0.0 X 0 0 0 CYNDA C OTTAWAY DIRECTOR 1.0 0.0 X 0 0 0 DAN BOREN DIRECTOR 1.0 0.0 X 0 0 0 DANNY BARTH DIRECTOR 1.0 0.0 X 0 0 0 DAVE HAGER DIRECTOR 1.0 0.0 X 0 0 0 DAVE LOPEZ DIRECTOR 1.0 0.0 X 0 0 0 DAVID CARPENTER DIRECTOR 1.0 0.0 X 0 0 0 DAVID HARLOW DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 DAVID LLOYD DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 DAVID RAINBOLT DIRECTOR 1.0 0.0 X 0 0 0 DAVID SCHROEDER DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 DAVID THOMPSON DIRECTOR 1.0 0.0 X 0 0 0 DOUG COUGHLAN DIRECTOR 1.0 0.0 X 0 0 0 DOUG STUSSI DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 DR KRISHNA R MURALI DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 ED MARTIN DIRECTOR 1.0 0.0 X 0 0 0 FRANK PATTERSON DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 GARY D BROOKS DIRECTOR 1.0 0.0 X 0 0 0 GEORGE E YOUNG SR DIRECTOR 1.0 0.0 X 0 0 0 GREG WHEELER DIRECTOR 1.0 0.0 X 0 0 0 GREGORY SMITH DIRECTOR 1.0 0.0 X 0 0 0 HEATHER SCOTT DIRECTOR 1.0 0.0 X 0 0 0 HILLARY FARRELL DIRECTOR 1.0 0.0 X 0 0 0 JASON CLARK DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 JEAN C LEGER DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 JEFF NAPOLIELLO DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 JENEE NAIFEH LISTER DIRECTOR 1.0 0.0 X 0 0 0 JENNIFER GRIGSBY DIRECTOR 1.0 0.0 X 0 0 0 JENNY LOVE-MEYER DIRECTOR BEG: 9/2023 1.0 0.0 X 0 0 0 JEROME A HOLMES DIRECTOR 1.0 0.0 X 0 0 0 JIM COUCH DIRECTOR 1.0 0.0 X 0 0 0 JIM CURRY DIRECTOR 1.0 0.0 X 0 0 0 JIM ENGLISH DIRECTOR 1.0 0.0 X 0 0 0 JIM ROTH DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 JOHN MCNAMARA DIRECTOR 1.0 0.0 X 0 0 0 JUSTIN BRADY DIRECTOR 1.0 0.0 X 0 0 0 KATHY WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 KATIE MCQUEEN DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 KEVIN O'CONNOR DIRECTOR BEG: 9/2023 1.0 0.0 X 0 0 0 KIRK HALL DIRECTOR 1.0 0.0 X 0 0 0 KIRK MAMMEN DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 KRISTIN PECK DIRECTOR 1.0 0.0 X 0 0 0 LARRY NICHOLS DIRECTOR 1.0 0.0 X 0 0 0 LEE SYMCOX DIRECTOR 1.0 0.0 X 0 0 0 LINDY RITZ DIRECTOR 1.0 0.0 X 0 0 0 MARCUS TILLEY DIRECTOR 1.0 0.0 X 0 0 0 MARHSA INGERSOLL DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 MARK A HELM DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 Mark BEHRMAN DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 MARK FUNKE DIRECTOR 1.0 0.0 X 0 0 0 MARK LISLE DIRECTOR 1.0 0.0 X 0 0 0 MARK WHITMAN DIRECTOR 1.0 0.0 X 0 0 0 MARK WOOD DIRECTOR 1.0 0.0 X 0 0 0 MATT MCGUIRE DIRECTOR 2.0 0.0 X 0 0 0 MEG SALYER DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL C CAROLINA DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 MICHAEL LAIRD DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 MICHAEL TURPEN DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 MICHELLE CHAPPLE DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 MOHAMMAD FARZANEH DIRECTOR 1.0 0.0 X 0 0 0 MT BERRY DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 NATALIE SHIRLEY DIRECTOR 1.0 0.0 X 0 0 0 NICK DELL'OSSO DIRECTOR 1.0 0.0 X 0 0 0 NICK SAMARRIPAS DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 PERRY SNEED DIRECTOR 1.0 0.0 X 0 0 0 RANDY ROPER DIRECTOR BEG: 02/2023 1.0 0.0 X 0 0 0 REGGIE JOHNSON DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 RICK MUNCRIEF DIRECTOR 1.0 0.0 X 0 0 0 RICK NAGEL DIRECTOR 1.0 0.0 X 0 0 0 ROBERT CLEMENTS DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 ROBERTA B FIELDS DIRECTOR 1.0 0.0 X 0 0 0 ROBIN ROBERSON DIRECTOR 1.0 0.0 X 0 0 0 RON WITHERSPOON DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 ROY H WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 SARAH ROBERTS DIRECTOR 1.0 0.0 X 0 0 0 SEAN CUMMINGS DIRECTOR END: 2/2023 1.0 0.0 X 0 0 0 SEAN MCDANIEL DIRECTOR 1.0 0.0 X 0 0 0 SEAN TRAUSCHKE DIRECTOR 1.0 0.0 X 0 0 0 SHANDY BELFORD DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 TIM O'CONNOR DIRECTOR 1.0 0.0 X 0 0 0 TIM PEHRSON DIRECTOR 1.0 0.0 X 0 0 0 TODD DOBSON DIRECTOR 1.0 0.0 X 0 0 0 TONY SHINN DIRECTOR BEG: 02/2023 1.0 0.0 X 0 0 0 TRICIA EVEREST DIRECTOR 1.0 0.0 X 0 0 0 VICTOR FLORES DIRECTOR BEG: 2/2023 1.0 0.0 X 0 0 0 WES MILBOURN DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM SCHONACHER DIRECTOR 1.0 0.0 X 0 0 0 ASHLEIGH SORREL ROSE CDO Start: 04/23 50.0 0.0 X 90877 0 32117 CHRISTOPHER P BELL CFO 49.0 0.0 X 107658 0 25589 DEBBY HAMPTON PAST CEO End: 10/23 60.0 0.0 X 251608 0 20298 NINA DAYLOR COO 42.0 0.0 X 131491 0 26552 RACHEL C HOLT CEO Start: 11/23 45.0 0.0 X 25410 0 644 607044 0 105200 3 false true false 0 43659 50251 18158371 409133 18252281 FEDERATED CAMPAIGN ADMIN FEE 900099 244871 244871 0 0 0 0 244871 724975 724975 0 0 7715 0 -7715 -7715 -7715 14125 50251 11541 2584 2584 0 0 0 0 0 19216996 244871 0 719844 13483097 13483097 712253 271401 221532 219320 1524627 580953 474205 469469 31082 11844 9667 9571 233016 88790 72475 71751 149600 57005 46530 46065 49825 49825 15924 15924 64095 12612 12445 39038 123814 39089 4604 80121 107046 22633 56252 28161 118820 42539 41905 34376 454324 30551 399519 24254 17496 5660 4418 7418 8515 3337 2602 2576 199909 99785 47643 52481 273387 104173 85032 84182 70270 26776 21856 21638 100th Anniversary Event Expense 1036839 1036839 AGENCY SUPPORT 207501 207501 TELEPHONIC INTERPRETATION 159012 159012 City & State Campaign Expense 86399 43416 42983 290445 128629 74810 87006 19417296 15375387 1684660 2357249 17056434 16490031 939847 1196212 8363042 7662571 0 0 0 0 976831 213582 6115451 3484124 2839284 2631327 0 0 2240212 3148368 32415650 31342091 1932104 960356 5256570 5257768 0 0 0 0 7188674 6218124 X 23267104 23662711 1959872 1461256 25226976 25123967 32415650 31342091 -200300 97291 0 X false true X true false X 17448497 22280702 17026848 20631474 18252281 95639802 0 0 17448497 22280702 17026848 20631474 18252281 95639802 6420347 89219455 286921 198701 277790 84997 724975 1573384 0 0 0 0 0 2584 2584 97215770 1263208 0.9177 0.9299 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 2584.0, COLUMN F - 2584.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2869853 99829 353138 3322820 2342061 818340 -290548 2869853 1706139 406554 229368 2342061 1480231 1105 237833 4700 8330 1706139 0 1464957 20913 4632 1007 1480231 0.8142 0.1858 0.0 true false 85000 85000 4469438 2156099 2313339 1009359 805898 203461 551654 522127 29527 2631327 BENEFICIAL INTEREST IN ASSETS 3148368 3148368 0 15752530 97291 294726 0 392017 15360513 15924 3840559 3856483 19216996 15855539 294726 11541 306267 15549272 15924 3852100 3868024 19417296 Schedule D, Part X, Line 2 LIABILITY FOR UNCERTAIN TAX POSITIONS THE INTERNAL REVENUE SERVICE HAS DETERMINED UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3). TAXES MAY BE ASSESSED AT THE NORMAL CORPORATE RATES ON INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES NOT SUBSTANTIALLY RELATED TO UNITED WAY'S EXEMPT FUNCTION. THERE WAS NO UNRELATED BUSINESS TAXABLE INCOME IN 2023. MANAGEMENT HAS REVIEWED UNITED WAY'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS IN ORDER FOR THE COMBINED FINANCIAL STATEMENTS TO BE IN COMPLIANCE WITH AUTHORITATIVE GUIDANCE. ANY PENALTIES OR INTEREST EXPENSE, IF INCURRED, WOULD BE CHARGED TO MISCELLANEOUS EXPENSE IN THE ACCOMPANYING COMBINED STATEMENT OF FUNCTIONAL EXPENSES. Schedule D, Part V, Line 4 ENDOWMENT FUNDS THE LONG TERM GOAL FOR OUR ENDOWMENT FUNDS IS TO GENERATE INCOME TO FUND OUR OPERATING COSTS, THUS ALLOWING ALL DONATIONS TO FUND OUR PROGRAMS. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements AMOUNTS DESIGNATED BY DONORS FOR SPECIFIC ORGANIZATIONS - 3852100 DIRECT FUNDRAISING EVENT EXPENSES - -11541 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 DIRECT FUNDRAISING EVENT EXPENSES - 11541 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements AMOUNTS DESIGNATED BY DONORS FOR SPECIFIC ORGANIZATIONS - 3852100 The Hole Shebang 64376 50251 14125 870 6380 88 500 3703 0 0 64376 50251 14125 870 6380 88 500 3703 11541 2584 true ANNUAL CAMPAIGN SEE ATTACHMENT OKLAHOMA CITY OK 00000 000000000 501(C)(3) 11094762 PARTNER AGENCY ALLOCATION CITY CAMPAIGN SEE ATTACHMENT OKLAHOMA CITY OK 00000 000000000 501(C)(3) 465458 FEDERATED CAMPAIGN DESIGNATION STATE CAMPAIGN SEE ATTACHMENT OKLAHOMA CITY OK 00000 000000000 501(C)(3) 260272 FEDERATED CAMPAIGN DESIGNATION COMBINED FEDERAL CAMPAIGN SEE ATTACHMENT OKLAHOMA CITY OK 00000 000000000 501(C)(3) 37789 FEDERATED CAMPAIGN DESIGNATION DISASTER RELIEF SEE ATTACHMENT OKLAHOMA CITY OK 00000 000000000 501(C)(3) 67133 DISASTER ASSISTANCE DONOR DIRECTED DESIGNATIONS SEE ATTACHMENT OKLAHOMA CITY OK 00000 000000000 501(C)(3) 1100070 DONOR DIRECTED DESIGNATION 84 0 Schedule I, Part II, Line 1 GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND GOVERNMENTS THE ORGANIZATION REPORTS THE ACTUAL DISBURSEMENTS PAID DURING THE YEAR ON SCHEDULE I. FORM 990, PAGE 10, REFLECTS GRANTS ON THE ACCRUAL BASIS, AS SET FORTH IN THE AUDITED FINANCIAL STATEMENTS. THIS CAUSES A DIFFERENCE BETWEEN FORM 990, PAGE 10 AND SCHEDULE I, PART II. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. UNITED WAY OF CENTRAL OKLAHOMA INCORPORATED IS A CHARITABLE ORGANIZATION THAT RAISES DONATIONS AND CONTRIBUTIONS, INCLUDING DONOR-DESIGNATED PLEDGES FROM INDIVIDUALS, BUSINESSES, AND OTHERS IN THE COMMUNITY THROUGH AN ANNUAL FUNDRAISING CAMPAIGN (ANNUAL CAMPAIGN). THESE FUNDS ARE ALLOCATED AMONG, AND TIMELY PAID TO OTHER CHARITABLE ORGANIZATIONS THAT DIRECTLY PROVIDE BENEFITS AND SERVICES TO INDIVIDUALS IN SEVEN CENTRAL OKLAHOMA COUNTIES. THIS IS ACCOMPLISHED THROUGH AN ALLOCATIONS PROCESS CONDUCTED BY COMMUNITY VOLUNTEERS, DONOR-DETERMINED DESIGNATIONS, AND APPROVED BY UNITED WAY'S GOVERNING BOARD OF VOLUNTEER COMMUNITY LEADERS. ORGANIZATIONS MUST MEET MEMBERSHIP REQUIREMENTS WHICH INCLUDE, AMONG OTHER REQUIREMENTS, THE FOLLOWING: 1. ORGANIZATIONS MUST CONDUCT A RECOGNIZED PROGRAM OF SOCIAL OR HUMAN SERVICES WITHIN CENTRAL OKLAHOMA. 2. ORGANIZATIONS MUST SHOW EVIDENCE THAT THEY ARE EFFECTIVELY MEETING A MAJOR NEED. 3. IF LOCAL, ORGANIZATIONS MUST BE INCORPORATED UNDER THE STATE LAWS OF OKLAHOMA AS A NONPROFIT CHARITABLE ORGANIZATION. 4. ORGANIZATIONS MUST BE DETERMINED BY THE IRS TO BE CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES. 5. ORGANIZATIONS MUST DEMONSTRATE A BUDGETARY NEED FOR THE ALLOCATION. 6. ORGANIZATIONS MUST DEMONSTRATE FINANCIAL ACCOUNTABILITY. IN ADDITION TO CONDUCTING THE ANNUAL UNITED WAY CAMPAIGN, UNITED WAY SERVES, UNDER CONTRACTUAL ARRANGEMENT, AS THE PRINCIPAL COMBINED FUNDRAISING ORGANIZATION (PCFO) FOR THE STATE AND CITY EMPLOYEE CAMPAIGNS. THESE CAMPAIGN DONORS ARE REQUIRED TO DESIGNATE THEIR GIFTS TO ELIGIBLE CHARITABLE ORGANIZATIONS (INCLUDING UNITED WAY OF CENTRAL OKLAHOMA) THROUGHOUT THE COUNTRY. A LIST OF THE ELIGIBLE CHARITABLE ORGANIZATIONS IS PROVIDED TO THE DONORS BY THEIR EMPLOYER. MANY OF THESE ORGANIZATIONS ARE NOT PARTNER AGENCIES DIRECTLY SUPPORTED BY THE UNITED WAY OF CENTRAL OKLAHOMA. IN ACCORDANCE WITH ITS CONTRACTUAL OBLIGATION, UNITED WAY OF CENTRAL OKLAHOMA DISTRIBUTES THESE DONATIONS IN ACCORDANCE WITH THE DONOR'S DESIGNATION. X X X false false false false false false false true false DEBBY HAMPTON PAST CEO End: 10/23 231608 0 20000 0 0 0 11321 0 8977 0 271906 0 0 0 NINA DAYLOR COO 127941 0 3550 0 0 0 6202 0 20350 0 158043 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments BONUSES ARE DETERMINED AT THE DISCRETION OF THE EXECUTIVE COMMITTEE AT THE TIME OF THE ANNUAL EVALUATIONS. IT IS BASED ON PERFORMANCE. X 5080 Market value X 9 255030 Market value X EVENT SUPPLIES 27 118698 Market value X CAMPAIGN PRIZES 5 22325 Market value X IT EQUIPMENT 1 8000 Market value 0 false true false Schedule M, Part I COLUMN B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED THE NUMBER DISCLOSED IN THIS COLUMN REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION REQUIRES AN ANNUAL DISCLOSURE OF ANY CONFLICTS AND A REPRESENTATION THAT DIRECTORS AND ALL EMPLOYEES WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE DISCLOSURES ARE MONITORED BY THE PRESIDENT AND CEO OF THE ORGANIZATION. ANY IDENTIFIED CONFLICTS ARE REPORTED TO THE ETHICS AND DIVERSITY COMMITTEE. IN THE EVENT OF A CONFLICT, THE CONFLICTED DIRECTOR ABSTAINS FROM DISCUSSION AND VOTING. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION OF THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. DOCUMENTATION OF THE REVIEWS ARE KEPT IN THE HUMAN RESOURCES COMMITTEE MEETING MINUTES. THE HUMAN RESOURCE COMMITTEE APPROVED SALARY RANGES FOR EACH POSITION ON NOVEMBER 8TH, 2022. Form 990, Part VI, Line 15b Process to establish compensation of other employees ALL OTHER POSITIONS' SALARY RANGES ARE REVIEWED AND APPROVED EVERY 3 YEARS BY THE PERSONNEL/HUMAN RESOURCES COMMITTEE. ALL INCREASES ARE BASED ON MERIT. DOCUMENTATION OF THE REVIEWS ARE KEPT IN THE HUMAN RESOURCES COMMITTEE MEETING MINUTES. THE HUMAN RESOURCE COMMITTEE APPROVED SALARY RANGES FOR EACH POSITION ON NOVEMBER 8TH, 2022. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION ALLOWS THE PUBLIC TO VIEW ITS FINANCIAL STATEMENTS AND FORM 990 BY REQUESTING THEM AT THE ORGANIZATION'S MAIN OFFICE. THE ORGANIZATION'S CERTIFICATE OF INCORPORATION IS MADE AVAILABLE BY THE OKLAHOMA SECRETARY OF STATE'S OFFICE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY CAN BE MADE AVAILABLE FOR A PROPER PURPOSE UPON WRITTEN REQUEST AT THE ORGANIZATION'S MAIN OFFICE. FORM 990, PART VI, SECTION A, LINE 2 BOARD RELATIONSHIPS THE BOARD OF DIRECTORS OF THE ORGANIZATION IS EXTREMELY ROBUST AND ENCOMPASSES INFLUENTIAL BUSINESS MEN AND WOMEN IN THE COMMUNITY. AS SUCH IT IS POSSIBLE THAT BOARD MEMBERS MAY HAVE BUSINESS/FAMILY RELATIONSHIPS. HOWEVER, THESE POTENTIAL RELATIONSHIPS DO NOT CREATE ANY ISSUES OR CONFLICTS IMPACTING THE OPERATION OF THE ORGANIZATION. IF A RELATIONSHIP IS IDENTIFIED, THE ORGANIZATION DISCLOSES THE INFORMATION ON THE FORM 990 AS REQUIRED. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY ARTICLE VI, SECTION 1, OF THE ORGANIZATION'S BYLAWS ESTABLISHES AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD, CHAIR ELECT, SECRETARY/TREASURER, AND VARIOUS COMMITTEE CHAIRS. THE DUTIES OF THE EXECUTIVE COMMITTEE INCLUDE MEETING IN THE ABSENCE OF THE BOARD TO CONDUCT ALL NECESSARY ACTIVITIES TO ENSURE THE CONTINUED OPERATION OF UNITED WAY. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAKE USE OF SUCH POWERS AS THE BOARD SHALL DELEGATE. ACTIVITIES OF THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS AT THEIR NEXT MEETING. FORM 990, PART IV, LINE 28 TRANSACTION WITH RELATED PARTIES THE BOARD OF DIRECTORS INCLUDES A NUMBER OF BUSINESS PEOPLE IN THE COMMUNITY. THE ORGANIZATION MAY HAVE SOME BUSINESS RELATIONS WITH MEMBERS OF THE BOARD BUT ALL TRANSACTIONS ARE DONE AT ARMS LENGTH. IF A RELATIONSHIP IS IDENTIFIED, THE ORGANIZATION DISCLOSES THE INFORMATION ON THE FORM 990 AS REQUIRED. THERE WERE NO SUCH CONFLICTS REQUIRING DISCLOSURE IN 2023. UNITED PROPERTY ACQUISITION LLC 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 000000000 REAL ESTATE OK 0 155000 UWCO UNITED WAY OF LOGAN COUNTY LLC 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 731279596 FUNDRAISING OK 223207 0 UWCO UNITED WAY OF CANADIAN COUNTY LLC 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 300092336 FUNDRAISING OK 268429 0 UWCO Schedule R, Part I IDENTIFICATION OF DISREGARDED ENTITIES DURING 2017, UNITED PROPERTY ACQUISITION LLC WAS FORMED TO OWN REAL ESTATE. THERE IS NO EIN FOR UNITED PROPERTY ACQUISITION LLC BECAUSE THERE ARE NO EMPLOYEES OR A BANK ACCOUNT ASSOCIATED WITH THE ENTITY.