2021-11-02T14:34:56-05:00 2020-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2020-01-01 730589829 United Way of Central Oklahoma Inc % PAMELA COX UNIT 4055233518 1444 NW 28th Street Oklahoma City OK 73106 PAM COX CFO 9727028262 2021-11-15 true PAM COX 999009999 Jeanette Verrelli P00742631 9727028262 2 2020 2022-09-23 18:48:47Z DEBBY HAMPTON 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 22733637 false X WWW.UNITEDWAYOKC.ORG X 1952 OK CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE WELL BEING OF THOSE IN OUR COMMUNITY. 80 80 46 3157 0 0 17448497 22280702 302258 254234 288157 198701 0 0 18038912 22733637 15497306 16872461 0 0 2363753 2407524 0 0 1113735 1345550 1231167 19206609 20511152 -1167697 2222485 29118656 31400744 6924468 6784304 22194188 24616440 X UNITED WAY OF CENTRAL OKLAHOMA IS COMMITTED TO CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE WELL BEING OF THOSE IN OUR COMMUNITY. false false 18467888 16872461 254234 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 CONVENING AND FUNDING QUALIFIED HEALTH, YOUTH, AND HUMAN SERVICE CHARITIES WHO SERVE THE LOCAL NEEDS OF COMMUNITIES WITHIN SEVEN CENTRAL OKLAHOMA COUNTIES. SINCE 1923, UNITED WAY OF CENTRAL OKLAHOMA HAS PARTNERED WITH NONPROFIT AGENCIES TO PROVIDE EXPERTISE, SUPPORT, AND SOLUTION TO 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 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 PROVIDES PROGRAMS SUCH AS THE VOLUNTEER CENTER, WHICH IS A VOLUNTEER CLEARINGHOUSE TO SUPPORT SOCIAL AND HUMAN SERVICE AGENCIES, AND THE PUBLISHED RESEARCH INFORMATION WE PROVIDE CIVIC LEADERS AND CITIZENS TO RAISE AWARENESS OF CURRENT COMMUNITY NEEDS. AS A PART OF THE 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 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. 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 2020, 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. 18467888 true true false false false false false false false true true false false true false true false true false false false false false false false false false true false true false false false false false false false false true false false false true false false false false true 10 0 46 true false false false false false true true false false false false false false X 80 80 true false false false false false false true true false false true true true true true true true true false OK X PAMELA COX 4055233518 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 DEBBY HAMPTON CEO 60.0 0.0 X 194924 0 16528 NINA DAYLOR EXECUTIVE VP 45.0 0.0 X 118051 0 22620 PAMELA COX CFO 45.0 0.0 X 110666 0 17824 JIM COUCH CHAIRMAN 2.0 0.0 X X 0 0 0 SHERRI LANCE CHAIR ELECT 2.0 0.0 X X 0 0 0 CHRIS ANOATUBBY SECRETARY 2.0 0.0 X X 0 0 0 LANE R NEAL DIRECTOR 1.0 0.0 X 0 0 0 MATT MCGUIRE TREASURER 2.0 0.0 X X 0 0 0 RICK MCCUNE DIRECTOR 1.0 0.0 X 0 0 0 DAVID HARLOW DIRECTOR 1.0 0.0 X 0 0 0 JENNIFER GRIGSBY DIRECTOR 1.0 0.0 X 0 0 0 JUDY LOVE DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL TURPEN DIRECTOR 1.0 0.0 X 0 0 0 HILLARY FARRELL DIRECTOR 1.0 0.0 X 0 0 0 JEAN C LEGER DIRECTOR 1.0 0.0 X 0 0 0 CYNDA OTTAWAY DIRECTOR 1.0 0.0 X 0 0 0 MT BERRY DIRECTOR 1.0 0.0 X 0 0 0 MARK WOOD DIRECTOR 1.0 0.0 X 0 0 0 JIM CURRY DIRECTOR 1.0 0.0 X 0 0 0 ED MARTIN DIRECTOR 1.0 0.0 X 0 0 0 NICK SAMARRIPAS DIRECTOR 1.0 0.0 X 0 0 0 SHANE WHARTON DIRECTOR 1.0 0.0 X 0 0 0 DANNY BARTH DIRECTOR 1.0 0.0 X 0 0 0 DON BETZ DIRECTOR 1.0 0.0 X 0 0 0 GARY D BROOKS DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL C CAROLINA DIRECTOR 1.0 0.0 X 0 0 0 DAVID CARPENTER DIRECTOR 1.0 0.0 X 0 0 0 JASON CLARK DIRECTOR 1.0 0.0 X 0 0 0 ROBERT CLEMENTS DIRECTOR 1.0 0.0 X 0 0 0 SEAN CUMMINGS DIRECTOR 1.0 0.0 X 0 0 0 CARL EDWARDS DIRECTOR 1.0 0.0 X 0 0 0 JIM ENGLISH DIRECTOR 1.0 0.0 X 0 0 0 TRICIA EVEREST DIRECTOR 1.0 0.0 X 0 0 0 BRAD EZELL DIRECTOR 1.0 0.0 X 0 0 0 CLAY FARHA DIRECTOR 1.0 0.0 X 0 0 0 MOHAMMAD FARZANEH DIRECTOR 1.0 0.0 X 0 0 0 ROBERTA B FIELDS DIRECTOR 1.0 0.0 X 0 0 0 KRISTAL FLURY DIRECTOR 1.0 0.0 X 0 0 0 JAN FOREMAN DIRECTOR 1.0 0.0 X 0 0 0 KELLY FRY DIRECTOR 1.0 0.0 X 0 0 0 MARK FUNKE DIRECTOR 1.0 0.0 X 0 0 0 DAVE HAGER DIRECTOR 1.0 0.0 X 0 0 0 STEVE HAHN DIRECTOR 1.0 0.0 X 0 0 0 JUDY J HATFIELD DIRECTOR 1.0 0.0 X 0 0 0 MARK A HELM DIRECTOR 1.0 0.0 X 0 0 0 JOHN D HIGGINBOTHAM DIRECTOR 1.0 0.0 X 0 0 0 JEROME A HOLMES DIRECTOR 1.0 0.0 X 0 0 0 MARSHA INGERSOLL DIRECTOR 1.0 0.0 X 0 0 0 PERCY KIRK DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL LAIRD DIRECTOR 1.0 0.0 X 0 0 0 JENEE NAIFEH LISTER DIRECTOR 1.0 0.0 X 0 0 0 DAVE LOPEZ DIRECTOR 1.0 0.0 X 0 0 0 SEAN MCDANIEL DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL C MING DIRECTOR 1.0 0.0 X 0 0 0 RICK NAGEL DIRECTOR 1.0 0.0 X 0 0 0 CATHERINE O'CONNOR DIRECTOR 1.0 0.0 X 0 0 0 TIM O'CONNOR DIRECTOR 1.0 0.0 X 0 0 0 FRANK PATTERSON DIRECTOR 1.0 0.0 X 0 0 0 TIM PEHRSON DIRECTOR BEG: 09/2020 1.0 0.0 X 0 0 0 DAVID RAINBOLT DIRECTOR 1.0 0.0 X 0 0 0 SARAH ROBERTS DIRECTOR 1.0 0.0 X 0 0 0 KRIS ROGERS DIRECTOR 1.0 0.0 X 0 0 0 RANDY ROPER DIRECTOR 1.0 0.0 X 0 0 0 KELLY SACHS DIRECTOR 1.0 0.0 X 0 0 0 ROD SAILOR DIRECTOR 1.0 0.0 X 0 0 0 MEG SALYER DIRECTOR 1.0 0.0 X 0 0 0 JASON R SANDERS DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM SCHONACHER DIRECTOR 1.0 0.0 X 0 0 0 HEATHER SCOTT DIRECTOR 1.0 0.0 X 0 0 0 TAYLOR SHINN DIRECTOR 1.0 0.0 X 0 0 0 NATALIE SHIRLEY DIRECTOR BEG: 09/2020 1.0 0.0 X 0 0 0 GREGORY SMITH DIRECTOR 1.0 0.0 X 0 0 0 PERRY SNEED DIRECTOR 1.0 0.0 X 0 0 0 CHUCK SPICER DIRECTOR 1.0 0.0 X 0 0 0 LEE SYMCOX DIRECTOR 1.0 0.0 X 0 0 0 DAVID THOMPSON DIRECTOR 1.0 0.0 X 0 0 0 SEAN TRAUSCHKE DIRECTOR 1.0 0.0 X 0 0 0 CINDY TRUONG DIRECTOR 1.0 0.0 X 0 0 0 CHRISTOPHER TURNER DIRECTOR 1.0 0.0 X 0 0 0 KATHY WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 ROY WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 RON WITHERSPOON DIRECTOR 1.0 0.0 X 0 0 0 GEORGE E YOUNG SR DIRECTOR 1.0 0.0 X 0 0 0 KENT L BUCHANAN DIRECTOR END: 02/2020 1.0 0.0 X 0 0 0 MIKEAL CLAYTON DIRECTOR END: 02/2020 1.0 0.0 X 0 0 0 MICHELLE COPPEDGE DIRECTOR END: 02/2020 1.0 0.0 X 0 0 0 JACK GOLSEN DIRECTOR END: 02/2020 1.0 0.0 X 0 0 0 CAREY JOULLIAN DIRECTOR END: 02/2020 1.0 0.0 X 0 0 0 TERRI WHITE DIRECTOR END: 09/2020 1.0 0.0 X 0 0 0 423641 0 56972 3 false true false 0 22280702 198238 22280702 FEDERATED CAMPAIGN ADMIN FEE 900099 254234 254234 254234 198701 198701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 22733637 254234 198701 16872461 16872461 0 0 0 480613 212512 118266 149835 0 1473664 651608 362628 459428 39861 17625 9809 12427 270894 119781 66660 84453 142492 63006 35063 44423 0 2586 1144 636 806 43876 43876 0 0 0 11328 1727 9298 303 97037 48966 1623 46448 72905 37855 18264 16786 64822 28662 15951 20209 0 73908 36963 19128 17817 8928 3499 2262 3167 0 8310 3691 2119 2500 0 263853 139881 54687 69285 198662 87842 48885 61935 42204 18661 10385 13158 CITY & STATE CAMPAIGN EXP 81335 35879 45456 EQUIPMENT MAINTENANCE 22854 10272 7859 4723 DUES & SUBSCRIPTIONS 47051 2880 38561 5610 . 0 191508 108852 27690 54966 20511152 18467888 929529 1113735 11071029 15392695 4701585 1099675 9309882 8999869 304 0 0 0 0 0 0 0 0 0 164501 1034874 5952582 2785090 3297063 3167492 0 0 0 0 0 0 0 0 574292 1706139 29118656 31400744 6924468 6784304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6924468 6784304 X 21892610 22354142 301578 2262298 22194188 24616440 29118656 31400744 2222485 199767 X false true X true false X 19177013 16812973 16771770 17448497 22280702 92490955 0 0 19177013 16812973 16771770 17448497 22280702 92490955 3502601 88988354 17858 62223 67477 286921 198701 633180 0 0 93124135 1810262 0.95559 0.94909 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1480231 1105 237833 4700 8330 1706139 1464957 20913 4632 1007 1480231 0.31001 0.68999 true false 85000 85000 4419510 1711567 2707943 0 0 0 903257 685661 217596 544815 387862 156953 3167492 Beneficial Interest in Assets 1706139 1706139 0 0 X 18095691 199767 209515 409282 17686409 5047228 5047228 22733637 15673439 209515 209515 15463924 5047228 5047228 20511152 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 2020. 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 4B Reconciliation of REVENUE per Audited Financials with Return: OTHER AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1 INCLUDE $5,047,228, WHICH REPRESENTS AMOUNTS DESIGNATED BY DONORS FOR SPECIFIC ORGANIZATIONS. SCHEDULE D, PART XII, LINE 4B Reconciliation of Expenses per Audited Financials with Return: OTHER AMOUNTS INCLUDED ON FORM 990, PART IX, LINE 25 BUT NOT ON LINE 1 INCLUDE $5,047,228, WHICH REPRESENTS GRANTS PAID FROM DONORS WHO RETAINED THE ABILITY TO DESIGNATE SPECIFIC ORGANIZATIONS AS RECIPIENTS true Annual Campaign See Attachment OK 00000 000000000 501(c)(3) 12618254 PARTNER AGENCY ALLOCATION City Campaign See Attachment OK 00000 000000000 501(c)(3) 501485 Federated Campaign DESIGNATION State Campaign See Attachment OK 00000 000000000 501(c)(3) 336242 Federated Campaign DESIGNATION Combined Federal Campaign See Attachment OK 00000 000000000 501(c)(3) 69288 Federated Campaign DESIGNATION DISASTER RELIEF SEE ATTACHMENT OK 00000 000000000 501(C)(3) 3207322 DISASTER ASSISTANCE Donor Directed DESIGNATIONS SEE ATTACHMENT OK 00000 000000000 501(C)(3) 295500 Donor Directed DESIGNATION 80 SCHEDULE I, PART I, LINE 2 PROCEDURES USED FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: 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. 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. X X X false false false false false false false true false DEBBY HAMPTON CEO 189924 0 5000 0 0 0 8783 0 7745 0 211452 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 evaluation of the President. It is based on performance. X 11880 FMV X 6 143756 FMV X IT EQUIPMENT 2 777 FMV X EVENT SUPPLIES 13 33452 FMV X CAMPAIGN PRIZES 5 8373 FMV 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, 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 B, LINE 11B PROCESS TO REVIEW FORM 990: 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, SECTION B, LINE 12C MONITORING AND ENFORCING COMPLIANCE WITH 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 COMMITTEE. IN THE EVENT OF A CONFLICT, THE CONFLICTED DIRECTOR ABSTAINS FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION PROCESS: THE COMPENSATION OF THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. 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. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: 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 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 2020. UNITED PROPERTY ACQUISITION LLC 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 000000000 REAL ESTATE OK 0 160000 UWCO UNITED WAY OF LOGAN COUNTY LLC 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 731279596 FUNDRAISING OK 214884 0 UWCO UNITED WAY OF CANADIAN COUNTY LLC 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 300092336 FUNDRAISING OK 274000 0 UWCO Schedule R Part I, Line 1 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.