2021-11-13T09:03:58-06:00 2020-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2020-01-01 730657931 MENTAL HEALTH ASSOCIATION IN TULSA INC MENT 9185851213 5330 EAST 31ST STREET SUITE 1000 TULSA OK 74135 JESSICA PHILLIPS CHIEF FINANCIAL OFFICER 9185851213 2021-11-12 1 JESSICA PHILLIPS 999009999 W LYNDEL LACKEY P00234298 9187452333 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MENTAL HEALTH ASSOCIATION OKLAHOMA JESSICA PHILLIPS 5330 EAST 31ST STREET SUITE 1000 TULSA OK 74135 17679083 0 X WWW.MHAOK.ORG X 1968 OK SEE SCHEDULE O 38 38 245 395 -172371 -172371 11847181 7268482 3195417 3202626 365536 104391 -1961908 -1296864 13446226 9278635 938869 1164152 0 0 4862429 6150969 0 0 311442 5265242 4975680 11066540 12290801 2379686 -3012166 84559607 76967449 7372046 2736429 77187561 74231020 X SEE SCHEDULE O 1 0 6544252 967791 2614827 UTILIZING A DEBT-FREE HOUSING DEVELOPMENT MODEL, MENTAL HEALTH ASSOCIATION OKLAHOMA OWNS 24 AFFORDABLE HOUSING PROPERTIES IN 22 NEIGHBORHOODS ACROSS THE CITY OF TULSA AND IN OKLAHOMA CITY. ON ANY GIVEN NIGHT, OUR PORTFOLIO PROVIDES SAFE, DECENT, AND AFFORDABLE HOUSING TO MORE THAN 2,500 INDIVIDUALS AND/OR FAMILY MEMBERS. THIS INCLUDES PROVIDING HOUSING FOR HUNDREDS OF PEOPLE WHO HAVE EXPERIENCED HOMELESSNESS AND HAVE A MENTAL ILLNESS, SUBSTANCE ABUSE DISORDER, AND/OR CO-OCCURRING DISORDER. AS A RESULT OF THE SUPPORTIVE HOUSING MODEL PROVIDED BY OUR AGENCY, MANY INDIVIDUALS SUCCESSFULLY REINTEGRATE BACK INTO THE COMMUNITY AND ARE ONCE AGAIN LIVING AS PRODUCTIVE AND CONTRIBUTING MEMBERS OF THEIR SOCIETY. TO ADD, THE ASSOCIATION ALSO OFFERS AN ARRAY OF SERVICES AND SUPPORTS TO HELP INDIVIDUALS SUSTAIN AND MAINTAIN HOUSING. SUCH SUPPORTS INCLUDE CASE MANAGEMENT SERVICES DESIGNED TO IDENTIFY RESIDENT'S GOALS AND WORK WITH THEM TO ACHIEVE THOSE GOALS, EMPLOYMENT SERVICES DESIGNED TO LINK PROGRAM PARTICIPANTS WITH EMPLOYMENT OPTIONS IN THE COMMUNITY THAT MEET THEIR SKILLS AND INTERESTS, PEER SUPPORTS DESIGNED TO PROVIDE ASSISTANCE AND SUPPORT FOR PEOPLE WHO HAVE EXPERIENCED HOMELESSNESS, MENTAL ILLNESS, AND/OR SUBSTANCE ABUSE DISORDERS FOR THE SAME POPULATION, AND COMMUNITY INTEGRATION OPPORTUNITIES DESIGNED TO EMPOWER PEOPLE TOWARD DEVELOPING HEALTHY SOCIAL NETWORKS. 1343969 157478 924495 IN ADDITION, THE ASSOCIATION DELIVERS A WIDE VARIETY OF RECOVERY SUPPORT SERVICES FOR INDIVIDUALS WITH MENTAL ILLNESS AND CO-OCCURRING DISORDERS TO IDENTIFY NEEDS AND PROVIDE CASE MANAGEMENT, PEER SOCIALIZATION, AND ACCESS TO BASIC NEEDS AS REQUESTED BY RECIPIENTS OF SERVICES, (I.E., FOOD, CLOTHING, LEGAL AID, ETC.) THE ASSOCIATION'S RECOVERY PROGRAMS ALSO EMPLOY INDIVIDUALS (PEER SPECIALISTS) WHO ARE UNIQUELY QUALIFIED BASED ON THEIR "PERSONAL" EXPERIENCE WITH MENTAL ILLNESS TO CONNECT WITH AND SERVE PROGRAM PARTICIPANTS. PEER SPECIALISTS WORK WITH INDIVIDUALS THROUGH OUR DROP-IN CENTERS, PEER OUTREACH SERVICES, AND CREATING CONNECTIONS PROGRAM, WHICH ARE ALL DESIGNED TO DEVELOP RELATIONSHIPS, IDENTIFY NEEDS, AND PROVIDE THE NECESSARY SUPPORTS AND SERVICES TO ADDRESS THE MULTIFACETED NEEDS THAT OUR CLIENT BASE OFTEN PRESENTS WITH. 82335 65740 THE ASSOCIATION'S MENTAL HEALTH ASSISTANCE CENTER - SUNBRIDGE ASSISTS INDIVIDUALS WITH MENTAL HEALTH NEEDS TO ACCESS CARE AND SUPPORT APPROPRIATE TO THEIR NEEDS. THE PROGRAM INCLUDES TWO COMPONENTS: A MENTAL HEALTH ASSISTANCE CENTER AND A PRO BONA COUNSELING PROGRAM FOR QUALIFIED INDIVIDUALS. BOTH ARE DESIGNED TO HELP THOSE WHO MIGHT OTHERWISE "FALL THROUGH THE CRACKS" TO ACCESS THE MENTAL HEALTH CARE THEY NEED. SUNBRIDGE'S MENTAL HEALTH ASSISTANCE LINE HELPS CALLERS TO NAVIGATE A COMPLEX ARRAY OF SERVICES, PROVIDERS, AND ELIGIBILITY REQUIREMENTS. CALLERS RECEIVE A CONSULTATION WITH A MENTAL HEALTH PROFESSIONAL WHO ASSISTS THEM IN ACCESSING NEEDS AND ACCESSING APPROPRIATE SERVICES. THE PROFESSIONAL MENTAL HEALTH CONSULTATION MAY INCLUDE MENTAL HEALTH SCREENING, AS WELL AS GUIDANCE IN REFERRAL TO COMMUNITY RESOURCES SUCH AS COUNSELING, CASE MANAGEMENT, OR MEDICATION EVALUATION. INDIVIDUALS NOT ELIGIBLE FOR SERVICES FROM COMMUNITY PROVIDERS ARE REFERRED TO LOCAL MENTAL HEALTH PROFESSIONALS FOR SHORT-TERM, PRO BONO COUNSELING. 1360048 38883 51951 ADDITIONAL PROGRAMS OPERATED BY MENTAL HEALTH ASSOCIATION OKLAHOMA INCLUDE CRIMINAL JUSTICE REFORM AND COMMUNITY HEALTH AND WELLNESS. CRIMINAL JUSTICE REFORM IS TASKED WITH ADDRESSING A MULTITUDE OF ISSUES SUCH AS ASSISTING INDIVIDUALS WITH NAVIGATING THE CRIMINAL JUSTICE TO ACCESS APPROPRIATE COMMUNITY RESOURCES TO AVOID INCARCERATION ESPECIALLY FOR PEOPLE WITH MENTAL ILLNESS AND CREATE MORE EFFICIENT USE OF RESOURCES RESULTING IN BETTER OUTCOMES AND REDUCTION IN COST TO TAXPAYERS. COMMUNITY HEALTH AND WELLNESS IS A MOBILE MEDICAL UNIT DESIGNED TO PROVIDE INTEGRATED BEHAVIORAL AND PHYSICAL HEALTHCARE TO INDIGENT INDIVIDUALS WITHIN TULSA AREA COMMUNITY WHO ALSO STRUGGLE WITH ISSUES RELATED TO MENTAL ILLNESS, ADDICTION, TRAUMA, AND HISTORIES OF CHRONIC HOMELESSNESS. HARDESTY CRIMINAL JUSTICE PROGRAM WORKS TO MEET THE CURRENT NEEDS OF SPECIAL SERVICES DOCKET PARTICIPANTS, CONDUCT TRAININGS RELATED TO TRAUMA, DE-ESCALATION TECHNIQUES, MENTAL ILLNESS, SUBSTANCE USE DISORDERS AND HOMELESSNESS TO TARGETED AUDIENCES SUCH AS LAW ENFORCEMENT AND SECURITY GUARDS. THE PROGRAM WORKS CLOSELY WITH THE RESEARCH PARTNER TO RESEARCH AND DEVELOP BEST PRACTICES RELATED TO SCREENING, DATA COLLECTION, INFORMATION SHARING AND PROGRAM EVALUATION AS WELL AS DEVELOPING PROJECTIONS ON COST SAVINGS FOR THE PUBLIC SECTOR TO MAKE A BUSINESS CASE FOR REALLOCATION OF FUNDING.ADOPT-A-HOME PROVIDES THE OPPORTUNITY FOR A DONOR TO SPONSOR A HOME FOR A PERSON WHO IS TRANSITIONING FROM HOMELESSNESS TO SELF-SUSTAINABILITY AND REINTEGRATION INTO SOCIETY. THE DONOR PROVIDES $5,000 IN FUNDING, WHICH PROVIDES SIX MONTHS' RENT FOR AN APARTMENT IN THE MHAOK PORTFOLIO, CASE MANAGEMENT SERVICES, AND/OR BASIC FURNITURE FOR THE APARTMENT. PARTICIPANTS IN THE PROGRAM ARE SELECTED BASED ON DEMONSTRATION OF THE POTENTIAL TO MAINTAIN GAINFUL EMPLOYMENT. THE HOPE IS THAT STABLE EMPLOYMENT WILL BE A POSITIVE FACTOR IN THE PARTICIPANT'S RECOVERY AND WILL ALLOW THEM TO REMAIN IN THE APARTMENT AND BECOME A FAIR MARKET RENTER AFTER THE DONOR PAID RENT PERIOD. DURING THE PERIOD OF DONOR-PAID RENT, PARTICIPANTS ARE CONTRIBUTING A GRADUATED AMOUNT OF MONEY THEY WOULD NORMALLY BE PAYING TOWARDS RENT INTO A SAVINGS ACCOUNT WITH THE GOAL OF BECOMING FINANCIALLY STABLE AND REMAIN IN THE APARTMENT LONG-TERM. LONG TERM SUPPORTIVE HOUSING IN OKLAHOMA CITY AIMS TO PROVIDE HOUSING FOR INDIVIDUALS WHILE PROVIDING WRAP AROUND SERVICES AND SUPPORTIVE CASE MANAGEMENT TO HELP ENSURE THE INDIVIDUALS HAVE THE RESOURCES NECESSARY TO BE SUCCESSFUL.CRT IS AN INNOVATIVE, FIRST RESPONDER COLLABORATION PROJECT BETWEEN THE MENTAL HEALTH ASSOCIATION OKLAHOMA, TULSA POLICE DEPARTMENT (TPD), TULSA FIRE DEPARTMENT (TFD), FAMILY & CHILDREN'S SERVICES (F&CS) AND COMMUNITY OUTREACH PSYCHIATRIC EMERGENCY SERVICES (COPES). CRT IS A 3-PERSON CO-RESPONDER MODEL THAT RESPONDS TO 911- MENTAL HEALTH CALLS, CURRENTLY ON TUESDAYS AND WEDNESDAYS FROM 9 A.M. TO 7 P.M. INTENSIVE OUTREACH & NAVIGATIONINTENSIVE OUTREACH AND NAVIGATION, A PARTNERSHIP WITH THE OKLAHOMA DEPARTMENT OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES, LAUNCHED IN MAY 2019. THE PROGRAM PROVIDES HOUSING, INTENSIVE CASE MANAGEMENT, AND WRAP-AROUND SERVICES TO INDIVIDUALS WITH SERIOUS MENTAL ILLNESS (SMI) WHO ARE DISCHARGED FROM THREE CRISIS CENTERS IN CENTRAL OKLAHOMA. THE GOAL OF THIS PROGRAM IS TO PROVIDE PERMANENT HOUSING TO PEOPLE WITH SMI WHO ARE EXPERIENCING HOMELESSNESS, THUS ENDING THEIR HOMELESSNESS, AND SERVING AS A PLATFORM FROM WHICH THEY CAN PURSUE PERSONAL GOALS AND IMPROVE THEIR QUALITY OF LIFE. THE PROGRAM ALSO WORKS TO REDUCE THE OVERUTILIZATION OF OKLAHOMA CITY'S EMERGENCY SYSTEMS. CHILDREN'S BEHAVIORAL HEALTH PARTNERSHIPTHIS PROGRAM UNITES INDIVIDUALS WITH LIVED EXPERIENCE TO CREATE IMPACT FROM THE INDIVIDUAL LEVEL TO THE STATE LEVEL WITH THE ULTIMATE GOAL OF INCREASING ACCESS TO AND IMPROVING OUTCOMES FOR CHILDREN'S MENTAL HEALTH AND WELLNESS. THE PROGRAM INCREASES PEER-TO-PEER SUPPORT, FAMILY SUPPORT, AND YOUTH/YOUNG ADULT INVOLVEMENT IN THE OKLAHOMA SYSTEMS OF CARE. WE ENSURE COMMUNITY INVOLVEMENT AND ENGAGEMENT BY CONNECTING YOUTH AND FAMILIES TO NEEDED SERVICES AND PEER SUPPORTS, AND BY CONVENING YOUTH MENTAL HEALTH STAKEHOLDERS TO FACILITATE COLLABORATION AMONGST AGENCIES. COFFEEFIRSTCOFFEEFIRST IS A COFFEE KIOSK AND TRANSITIONAL EMPLOYMENT PROGRAM FOR INDIVIDUALS IMPACTED BY HOMELESSNESS, MENTAL ILLNESS, SUBSTANCE USE DISORDERS, AND CRIMINAL JUSTICE INVOLVEMENT. COFFEE FIRST AIMS TO EQUIP ADULTS IN RECOVERY WITH TRANSFERABLE SKILLS AND BARISTA TRAINING WHILE ELIMINATING BARRIERS TO FUTURE EMPLOYMENT THROUGH THE ACQUIREMENT OF PROFESSIONAL EXPERIENCE AND LICENSING. THIS SOCIAL ENTERPRISE PROVIDES PREMIER QUALITY COFFEE WHILE HOLISTICALLY PRACTICING SOCIAL RESPONSIBILITY THROUGH LOCAL PRODUCT SOURCING, ENVIRONMENTALLY SUSTAINABLE OPERATIONS, AND A FOCUS ON EMPLOYEE RECOVERY AND EMPOWERMENTHOUSING TO HOPE YOUTH PROGRAMHOUSING TO HOPE YOUTH PROGRAM HELPS YOUTH WITH BOTH DHS AND JUSTICE INVOLVEMENT TRANSITION DURING THOSE CRITICAL YEARS OF 18 TO 25. OUR HOUSING AND CASE MANAGEMENT GUIDE THEM TOWARD LIVING AN INDEPENDENT FULL AND PRODUCTIVE LIFE.TEMPORARY EMERGENCY OVERFLOW SHELTERMHAOK OPENED EMERGENCY SHELTERS IN BOTH OKLAHOMA CITY AND TULSA. THE SHELTERS PROVIDED A SAFE PLACE FOR MORE THAN A THOUSAND PARTICIPANTS WHO WERE BATTLING FRIGID TEMPERATURES DURING A PANDEMIC.RAPID REHOUSING NEW PROGRAMOUR TEAM PROVIDES MOBILE STREET OUTREACH AND RAPID REHOUSING IN BOTH OKC AND TULSA. THE TEAM SAFELY OUTREACHES INDIVIDUALS TO PROVIDE THEM WITH RESOURCES AND ADVISE THEM ON HOW TO STAY SAFE. RAPID REHOUSING PROGRAM HELPS HOUSE INDIVIDUALS WHO MIGHT NOT FIT THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) DEFINITION OF CHRONIC HOMELESSNESS, BUT WHO NEED TEMPORARY HOUSING TO GET BACK ON THEIR FEET. THE PROGRAM PROVIDES APPROXIMATELY 80 UNITS, SOME WITHIN ASSOCIATION HOUSING SITES AND OTHERS AT SCATTERED SITES ACROSS TULSA AND OKC. 1360048 38883 51951 9330604 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 66 0 1 245 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X X THE ORGANIZATION 9185851213 5330 EAST 31ST STREET SUITE 1000 TULSA OK 74135 DAVID DIRKSCHNEIDER PRESIDENT 1.00 X 0 0 0 MARY BURCHETT PRESIDENT ELECT 1.00 X 0 0 0 KIMBERLY GREEN SECRETARY 1.00 X 0 0 0 MICHAEL MADSEN TREASURER 1.00 X 0 0 0 PATRICK AGUILAR BOARD MEMBER 1.00 X 0 0 0 MADISON BAIRD BOARD MEMBER 1.00 X 0 0 0 SARA BARRY BOARD MEMBER 1.00 X 0 0 0 KRISTY BOONE BOARD MEMBER 1.00 X 0 0 0 EMILY BRANDENBURG BOARD MEMBER 1.00 X 0 0 0 SHAMECA BROWN BOARD MEMBER 1.00 X 0 0 0 DANI BYRD BOARD MEMBER 1.00 X 0 0 0 SAM CLANCY BOARD MEMBER 1.00 X 0 0 0 CLINT DISHMAN BOARD MEMBER 1.00 X 0 0 0 JOHN GAMMIE BOARD MEMBER 1.00 X 0 0 0 ALYSSA GROOMS BOARD MEMBER 1.00 X 0 0 0 PRISCILLA HARRIS BOARD MEMBER 1.00 X 0 0 0 REGGIE IVEY BOARD MEMBER 1.00 X 0 0 0 IAN JACKSON BOARD MEMBER 1.00 X 0 0 0 JOHN JOYCE BOARD MEMBER 1.00 X 0 0 0 JEFF KENDALL BOARD MEMBER 1.00 X 0 0 0 REBECCA MARSHALL BOARD MEMBER 1.00 X 0 0 0 ADAM MCCREARY BOARD MEMBER 1.00 X 0 0 0 ANTHONY MEAVE BOARD MEMBER 1.00 X 0 0 0 JON MIDDENDORF BOARD MEMBER 1.00 X 0 0 0 TAHLINA NOFIRE BLAKESTAD BOARD MEMBER 1.00 X 0 0 0 CHARLES OPPENHEIM BOARD MEMBER 1.00 X 0 0 0 MAX PARKER BOARD MEMBER 1.00 X 0 0 0 TIM ROBERTS BOARD MEMBER 1.00 X 0 0 0 LAURA ROSS-WHITE BOARD MEMBER 1.00 X 0 0 0 DAVID SCHROEDER BOARD MEMBER 1.00 X 0 0 0 W KENT SHEETS BOARD MEMBER 1.00 X 0 0 0 TAHIRA TAQI BOARD MEMBER 1.00 X 0 0 0 WENDY THOMPSON BOARD MEMBER 1.00 X 0 0 0 BROOKE TOWNSEND BOARD MEMBER 1.00 X 0 0 0 LORI WHARTON BOARD MEMBER 1.00 X 0 0 0 CARMEN WHITE JANAK BOARD MEMBER 1.00 X 0 0 0 KEIKO C WRIGHT BOARD MEMBER 1.00 X 0 0 0 R JILL YOUNG BOARD MEMBER 1.00 X 0 0 0 TERRI WHITE CHIEF EXECUTIVE OFFICER 40.00 X 76377 0 3996 MICHAEL BROSE FORMER CHIEF EXECUTIVE OFFICER 40.00 X 119640 0 9809 SELENA STOCKLEY CHIEF ADMINISTRATIVE OFFICER 40.00 X 39966 0 4960 WENDI COOK-FRAVLIK FORMER CHIEF ADMINISTRATIVE OFFICER 40.00 X 39751 0 4041 MARK DAVIS CHIEF PROGRAM OFFICER 40.00 X 93532 0 9809 JESSICA PHILLIPS CHIEF FINANCIAL OFFICER 40.00 X 91400 0 0 GREG SHINN CHIEF HOUSING OFFICER 40.00 X 97930 0 9809 558596 0 42424 1 0 0 0 SEAL-RITE CONTRACTORS INC PO BOX 941 OWASSO OK 74055 CONSTRUCTION, REPAIRS 338980 918 CONSTRUCTION LLC PO BOX 1057 BIXBY OK 74008 CONSTRUCTION, REPAIRS 248325 ACE AIR INC 705 N 9TH STREET SAPULPA OK 74066 HVAC CONTRACT WORK 190316 A PLUS HOME WORKS LLC 13411 S 128TH EAST AVE BROKEN ARROW OK 74011 CONSTRUCTION, REPAIRS 184039 UNIVERSITY OF OKLAHOMA HEALTH SCIENCE CE 4444 E 41ST ST TULSA OK 74135 PAID FOR POSITIONS TO ASSIST IN OVERSEEI 147241 6 540980 529781 3299171 2898550 3827 7268482 PROGRAM RELATED RENTAL INCOME 531110 2116432 2116432 GOVERNMENTAL AND OTHER CONTRACTS 900099 1086194 1086194 3202626 57921 57921 5507265 7455122 -1947857 -1947857 -172371 -1775486 811552 765082 46470 46470 46470 376850 529781 180244 196606 196606 MISCELLANEOUS INCOME 900099 454387 454387 454387 9278635 3657013 -172371 -1474489 1164152 1164152 601020 407494 171255 22271 4327145 2922518 1244133 160494 814252 580070 204373 29809 408552 278442 115095 15015 27262 27262 26429 26429 61600 61600 351201 267962 77365 5874 540 193 347 57247 26251 28702 2294 261390 60290 190305 10795 633536 424045 192804 16687 219524 183857 35591 76 66679 13437 11676 41566 3728 3728 63933 48142 15469 322 PROGRAM RELATED RENTAL 2816264 2816264 COMMUNICATIONS 92208 46492 45054 662 DRUG TESTING 75776 107 75669 SUPPLIES 70827 47229 23598 147536 12669 129290 5577 12290801 9330604 2648755 311442 6228681 6832482 779486 740384 9333526 2301605 331173 650440 704 358537 580854 72231723 12908875 60713471 59322848 3287912 3167329 3171455 2883732 354662 487775 84559607 76967449 955135 1203563 336484 126097 6080427 0 0 1406769 7372046 2736429 X 63606366 67883829 13581195 6347191 77187561 74231020 84559607 76967449 -3012166 19676 35949 0 X 0 1 X 1 1 1 X 16591215 6568094 11418032 12338406 7645332 54561079 16591215 6568094 11418032 12338406 7645332 54561079 10757047 43804032 7505801 5598046 5696472 5982798 5565186 30348303 125814 180696 -67667 236989 454387 930219 85839601 11998149 0.51030 0.43300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9330604 9330604 616530 154133 0 0 532949 471317 580003 616530 2200799 3301199 54680 54680 109360 133237 117829 145001 154133 550200 825300 5000 5000 10000 2186970 0 2186970 2186970 2186970 1186970 1000000 2186970 1186970 1186970 2548231 5789 1367050 1186970 0.47070 0.52930 1 0 4636386 4636386 65202299 11447177 53755122 574468 367643 206825 1818570 1094055 724515 59322848 PART V, LINE 4: THE ASSOCIATION'S STRATEGY FOR ITS ENDOWMENT INVESTMENTS IS TO EMPHASIZE LONG-TERM CAPITAL GROWTH WHILE ACHIEVING RETURNS IN EXCESS OF THE RATE OF INFLATION. THE ASSOCIATION'S STRATEGY IS SECONDARILY DESIGNED TO GENERATE INVESTMENT RETURN AS A SUPPLEMENTAL SOURCE OF UNRESTRICTED REVENUE TO SUPPORT THE ASSOCIATION'S PROGRAMS. THESE RETURNS ARE CURRENTLY INTENDED TO BE AVAILABLE INSOFAR AS ANNUAL DISTRIBUTIONS DO NOT EXCEED FIVE PERCENT OF THE AVERAGE MARKET VALUE DURING THE PREVIOUS EIGHT QUARTERS; HOWEVER, AT NO TIME MAY DISTRIBUTIONS DECREASE THE PORTFOLIO BELOW THE PERMANENTLY RESTRICTED NET ASSETS' CORPUS. THE ENDOWMENT FUND WAS ESTABLISHED WITH $760,000 OF BOARD RESERVED NET ASSETS AND $150,000 OF PERMANENTLY RESTRICTED NET ASSETS. CARNIVALE GALA 906631 529781 376850 104400 504 40900 34440 906631 529781 376850 104400 504 40900 34440 180244 196606 0 VARIOUS ASSISTANCE TO INDIVIDUALS 3004 1164152 COST TRANSPORTATION, CLOTHING, FOOD, RENT AND OTHER ASSISTANCE. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: MENTAL HEALTH ASSOCIATION OKLAHOMA IS DEDICATED TO PROMOTING MENTAL HEALTH, PREVENTING MENTAL DISORDERS AND ACHIEVING VICTORY OVER MENTAL ILLNESS THROUGH ADVOCACY, EDUCATION, RESEARCH, SERVICE AND HOUSING. OUR VISION IS A JUST, HUMANE AND HEALTHY SOCIETY IN WHICH ALL PEOPLE ARE ACCORDED RESPECT, DIGNITY AND THE OPPORTUNITY TO ACHIEVE THEIR FULL POTENTIAL, FREE FROM STIGMA AND PREJUDICE. AS SUCH, WE ADVOCATE FOR THE RIGHTS OF OTHERS, MONITOR LEGISLATION, DISTRIBUTE EDUCATIONAL MATERIALS, PROVIDE TRAINING OPPORTUNITIES, MAKE REFERRALS FOR SERVICES, PROVIDE ADULTS WITH MENTAL ILLNESS OPPORTUNITIES FOR SOCIALIZATION, VOCATIONAL AND LIFE SKILLS TRAINING, ASSIST IN DEVELOPMENT OF SELF-EMPOWERMENT SKILLS, DEVELOP IMPROVED ACCESS TO AND COORDINATION AMONG EXISTING LEGAL SERVICES FOR PEOPLE WITH LOW INCOMES AND INDIVIDUALS WITH DISABILITIES, LEVERAGE PRO BONO LEGAL SERVICES OR REPRESENT INDIVIDUALS WITH MENTAL ILLNESS AND OTHER DISABILITIES AS THEY NEGOTIATE THE LEGAL SYSTEM AND PROVIDE A RANGE OF APPROPRIATE HOUSING SERVICES TO ELIMINATE HOMELESSNESS AND CREATE AN OPTIMAL ENVIRONMENT FOR RECOVERY, INDEPENDENCE AND EMPOWERMENT AMONG PEOPLE WITH MENTAL ILLNESS, INCLUDING PEOPLE WITH DUAL DIAGNOSES. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: MENTAL HEALTH ASSOCIATION OKLAHOMA IS DEDICATED TO PROMOTING MENTAL HEALTH AND THE EQUITY OF ACCESS TO MENTAL HEALTH CARE THROUGH ADVOCACY, EDUCATION, RESEARCH, SERVICE, AND HOUSING. FORM 990, PART III, LINE 2 HOUSING TO HOPE YOUTH PROGRAM HOUSING TO HOPE YOUTH PROGRAM HELPS YOUTH WITH BOTH DHS AND JUSTICE INVOLVEMENT TRANSITION DURING THOSE CRITICAL YEARS OF 18 TO 25. OUR HOUSING AND CASE MANAGEMENT GUIDE THEM TOWARD LIVING AN INDEPENDENT FULL AND PRODUCTIVE LIFE. TEMPORARY EMERGENCY OVERFLOW SHELTER MHAOK OPENED EMERGENCY SHELTERS IN BOTH OKLAHOMA CITY AND TULSA. THE SHELTERS PROVIDED A SAFE PLACE FOR MORE THAN A THOUSAND PARTICIPANTS WHO WERE BATTLING FRIGID TEMPERATURES DURING A PANDEMIC. RAPID REHOUSING NEW PROGRAM OUR TEAM PROVIDES MOBILE STREET OUTREACH AND RAPID REHOUSING IN BOTH OKC AND TULSA. THE TEAM SAFELY OUTREACHES INDIVIDUALS TO PROVIDE THEM WITH RESOURCES AND ADVISE THEM ON HOW TO STAY SAFE. RAPID REHOUSING PROGRAM HELPS HOUSE INDIVIDUALS WHO MIGHT NOT FIT THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) DEFINITION OF CHRONIC HOMELESSNESS, BUT WHO NEED TEMPORARY HOUSING TO GET BACK ON THEIR FEET. THE PROGRAM PROVIDES APPROXIMATELY 80 UNITS, SOME WITHIN ASSOCIATION HOUSING SITES AND OTHERS AT SCATTERED SITES ACROSS TULSA AND OKC. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, AS PART OF THE ASSOCIATION'S BOARD OF DIRECTORS, WAS PROVIDED AN ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 FOR REVIEW AND COMMENTS PRIOR TO SUBMISSION. AN ELECTRONIC COPY WAS THEN PROVIDED TO ALL MEMBERS OF THE ASSOCIATION'S BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ASSOCIATION BOARD MEMBERS, AGENTS, AND VOLUNTEERS REPRESENTING THE ORGANIZATION AGREE TO ABIDE BY THE ASSOCIATION'S CODE OF CONDUCT AND TO VOLUNTARILY DISCLOSE ANY REAL OR APPARENT CONFLICT OF INTEREST THAT MAY ARISE. ALL BOARD MEMBERS, AGENTS, AND VOLUNTEERS RECEIVE THE REQUIRED PREREQUISITE ORIENATION AND RECEIVE AND SIGN A COPY OF THE CODE OF CONDUCT. BOARD MEMBERS, AGENTS, OR VOLUNTEERS DISCLOSING SAID CONFLICT OF INTEREST MUST VOLUNTARILY RESIGN FROM THEIR POSITION WITHIN THE ASSOCIATION. FAILURE TO VOLUNTARILY DISCLOSE ANY REAL OR APPARENT CONFLICT OF INTEREST MAY RESULT IN IMMEDIATE TERMINATION OR OTHER DISCIPLINARY ACTION AS SET FORTH IN THE CODE OF CONDUCT DOCUMENT UNDER "DISCIPLINARY ACTION FOR UNPROFESSIONAL CONDUCT". ASSOCIATION BOARD MEMBERS ARE REQUIRED TO SIGN THE ASSOCIATION'S CODE OF CONDUCT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE ASSOCIATION'S BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR. THE ASSOCIATION'S EXECUTIVE DIRECTOR, ALONG WITH INPUT FROM THE ASSOCIATE DIRECTOR AND THE CHIEF FINANCIAL OFFICER, DISCUSS AND DETERMINE COMPENSATION FOR THE OTHER ASSOCIATION STAFF. FACTORS TAKEN INTO ACCOUNT IN MAKING THESE DECISIONS INCLUDE COMPARISONS TO OTHER ORGANIZATIONS, SUCH AS THROUGH COMPENSATION SURVEYS, AS WELL AS EQUITY WITHIN THE ASSOCIATION. ANNUAL PERFORMANCE APPRAISALS HAVE ALSO BEEN IMPLEMENTED TO ASSIST WITH THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE PROVIDED UPON REQUEST. EASTOAK HOUSING LLC 5330 EAST 31ST STREET SUITE 1000 TULSA OK 74135 PROPERTY MAINTENANCE AND MANAGEMENT SERVICES OK MENTAL HEALTH ASSOCIATION IN TULSA INC YALE APARTMENTS 5330 EAST 31ST STREET SUITE 1000 TULSA OK 74135 263980455 HOUSING OK MENTAL HEALTH ASSOCIATION IN TULSA INC EXCLUDED -289046 3175068 0 1 0.53410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0