2021-07-14T09:40:12-05:00 2020-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2020-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 ALISON ANTHONY PRESIDENT AND CEO 9185837171 2021-06-17 1 ALISON ANTHONY 999009999 LOU ANN GIBSON P00405885 9187452333 2021-06-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ALISON ANTHONY 1430 SOUTH BOULDER TULSA OK 74119 34406328 0 X WWW.TAUW.ORG X 1924 OK THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. 50 49 37 5901 0 0 27002252 25298659 0 0 310115 202951 54899 63879 27367266 25565489 22408612 21391625 0 0 2694444 2923865 0 0 2040363 1333979 1262222 26437035 25577712 930231 -12223 38268117 37870826 20370372 19774744 17897745 18096082 X THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. 0 0 8825534 7975505 HEALTH/SAFETY: OKLAHOMA'S HEALTH STATUS INDICATORS ARE AMONG THE WORST IN THE NATION. THE STATE HAS A HIGH PREVALENCE OF CARDIOVASCULAR DISEASE, DIABETES, OBESITY, STROKE, LOWER RESPIRATORY DISEASE, ADDICTION, TEEN PREGNANCY AND INFANT MORTALITY. THE STATE RANKS POORLY IN PREVENTABLE HOSPITALIZATIONS DUE TO A LACK OF HEALTHCARE ACCESS AND HEALTH INSURANCE. TULSA AREA UNITED WAY INVESTS IN SOCIAL SERVICE AGENCIES AND HEALTHCARE PROVIDERS THAT WORK TO IMPROVE THESE INDICATORS THROUGH DIRECT SERVICE TO CLIENTS AND EDUCATIONS PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES. TULSA AREA UNITED WAY SUPPORTS PROGRAMS THAT PROVIDE SERVICES FOR PHYSICAL HEALTH, MENTAL AND BEHAVIORAL HEALTH, INDIVIDUALS WITH DISABILITIES, DOMESTIC VIOLENCE AND CHILD ABUSE. IS ALSO SUPPORTS AGENCIES THAT PROVIDE SAFETY AND DISASTER RESPONSE SERVICES. 6320737 5711957 EDUCATION: THE NUMBER ONE RESOURCE FOR ANY CITY IS AN EDUCATED POPULATION. CITIES THAT INVEST IN EDUCATION ARE BETTER EQUIPPED TO DRIVE SUSTAINABLE ECONOMIC GROWTH. TULSA AREA UNITED WAY SUPPORTS THE EDUCATION OF ITS CICZENS THROUGH FORMAL AND INFORMAL EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS AT ALL LEVELS OF ABILITY. IT INVESTS IN EARLY CHILDHOOD PROGRAMS THAT REMOVE EDUCATIONAL BARRIERS FOR VULNERABLE POPULATIONS, PRIMARY AND SECONDARY PROGRAMS THAT SUPPLEMENT CLASSROOM LEARNING AND INCREASE GRADUATION RATES, AND POST-SECONDARY INSTITUTIONS THAT PROVIDE ACCESS TO ALL OUTSIDE THE FORMAL CLASSROOM. TULSA AREA UNITED WAY INVESTS IN PROGRAMS THAT INCREASE LITERACY, EMPHASIZE EXCELLENCE, AND PROVIDE PATHWAYS TO ACHIEVEMENT FOR AT-RISK YOUTH. 4959315 5487879 FINANCIAL STABILITY: STRESSFUL ECONOMIC CONDITIONS THAT INCREASE THE NUMBER OF PEOPLE FACING JOB LOSS, FOOD INSECURITY, NEAR OR FULL HOMELESSNESS, AND LEGAL CHALLENGES. TULSA AREA UNITED WAY FUNDS AGENCIES THAT PROVIDE BASIC NEEDS SUCH AS FOOD, CLOTHING, RENT, UTILTIES, AND SHELTER FOR INDIVIDUALS AND FAMILIES. 2220139 2216284 OTHER PROGRAM SERVICES INCLUDE INNOVATIONS GRANTS, ROGERS COUNTY UNITED WAY, COMBINED STATE AND OTHER DESIGNATIONS, OTHER SPECIAL GRANTS, COLLABORATIVE FUNDING, AND CAPACITY BUILDING. IN ADDITION, OUR DAYS OF CARING GENERATED 50,000 POUNDS OF FOOD WHICH WAS DONATED TO THE COMMUNITY FOOD BANK OF EASTERN OKLAHOMA AND 155 PINTS OF BLOOD WHICH WERE DONATED TO THE AMERICAN RED CROSS. FINALLY, OUR NTECH PROGRAM PROVIDES LOW OR NO COST IT ASSISTANCE TO OUR 59 PARTNER AGENCIES. 2220139 2216284 22325725 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 17 0 1 37 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 50 49 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X CARLA MEYER 9185837171 1430 SOUTH BOULDER TULSA OK 74119 HAYS KIRK CHAIR 1.00 X X 0 0 0 GOODSON LEIGH VICE CHAIR 1.00 X X 0 0 0 LAWHORN CARON CHAIR ELECT 4.00 X 0 0 0 RATCLIFF LARERONITA SECRETARY 1.00 X X 0 0 0 GATES CATHY TREASURER 2.00 X X 0 0 0 MCLAUGHLIN ROSS ASSISTANT TREASURER 1.00 X X 0 0 0 REDMAN MICHAEL COUNSEL 1.00 X 0 0 0 ASBJORNSON SCOTT DIRECTOR 1.00 X 0 0 0 BENNETT TOM DIRECTOR 1.00 X 0 0 0 BOGLE MELISSA DIRECTOR-AT-LARGE 1.00 X 0 0 0 BREWER KAYE DIRECTOR-AT-LARGE 1.00 X 0 0 0 CAVANAH KEVIN ETHICS OFFICER 1.00 X 0 0 0 CHANDLER JOHN DIRECTOR 1.00 X 0 0 0 CRAFT JW DIRECTOR 1.00 X 0 0 0 CRENSHAW SUSAN DIRECTOR 3.00 X 0 0 0 CUNNINGHAM JOE DIRECTOR 1.00 X 0 0 0 DOWNING BETH DIRECTOR 1.00 X 0 0 0 ESLICKER LEE DIRECTOR 1.00 X 0 0 0 FLETCHER GLORIA DIRECTOR 1.00 X 0 0 0 FOLEY JAY DIRECTOR-AT-LARGE 1.00 X 0 0 0 GIST DEBORAH DIRECTOR 1.00 X 0 0 0 GORE KEVIN DIRECTOR 1.00 X 0 0 0 GRAHAM MARK EX OFFICIO 1.00 X 0 0 0 HAIR CARA DIRECTOR 1.00 X 0 0 0 HAYNIE RYAN DIRECTOR 1.00 X 0 0 0 HEWITT JOHN DIRECTOR 1.00 X 0 0 0 HUGHES ALANA DIRECTOR 1.00 X 0 0 0 JACKSON BETSY DIRECTOR-AT-LARGE 1.00 X 0 0 0 JOHNSON KIMBERLY DIRECTOR 1.00 X 0 0 0 KAUL MANJU DIRECTOR 1.00 X 0 0 0 LYONS TIM DIRECTOR 1.00 X 0 0 0 MACLEOD MARCIA DIRECTOR 1.00 X 0 0 0 MAGUFFEE BRENDON DIRECTOR 1.00 X 0 0 0 MARTINOVICH ROB DIRECTOR 1.00 X 0 0 0 MCGREW BOB DIRECTOR 1.00 X 0 0 0 MCLARTY LISA DIRECTOR 1.00 X 0 0 0 OATES ALICIA DIRECTOR-AT-LARGE 1.00 X 0 0 0 PETERSON FRAUKE DIRECTOR 2.00 X 0 0 0 PIPESTEM BRENDA DIRECTOR 1.00 X 0 0 0 ROBIN SCOTT DIRECTOR-AT-LARGE 1.00 X 0 0 0 ROLLMAN CARRIE DIRECTOR-AT-LARGE 1.00 X 0 0 0 RUIZ YOBANA DIRECTOR 1.00 X 0 0 0 SCHAUB JOANN DIRECTOR 1.00 X 0 0 0 SCHUMANN JOHN DIRECTOR 1.00 X 0 0 0 SIEGFRIED BAILEY DIRECTOR 1.00 X 0 0 0 SIMMONS PEGGY DIRECTOR 1.00 X 0 0 0 VAN HANKEN ANNIE DIRECTOR 1.00 X 0 0 0 VANN KEVIN DIRECTOR-AT-LARGE 1.00 X 0 0 0 YAR MAGGIE DIRECTOR-AT-LARGE 1.00 X 0 0 0 ANTHONY ALISON CHIEF EXECUTIVE OFFICER 40.00 X X 294407 0 49685 MEYER CARLA CHIEF ADMINISTRATIVE OFFICER 40.00 X 122187 0 31216 QUALLS CYNTHIA CHIEF RESOURCE OFFICER 40.00 X 117347 0 18750 SADLER BRENT CHIEF PROGRAM OFFICER 40.00 X 107708 0 35013 HEMME KRISTA CHIEF MARKETING OFFICER 40.00 X 105364 0 23249 747013 0 157913 5 0 1 0 0 478900 24819759 82607 25298659 171439 171439 8872351 8840839 31512 31512 31512 MISCELLANEOUS INCOME 900099 63879 63879 63879 25565489 0 0 266830 21391625 21391625 497495 124374 124374 248747 1834443 451055 504748 878640 129521 33356 38150 58015 309501 88851 94638 126012 152905 37901 39067 75937 65842 65842 9101 9101 204953 59453 14968 130532 67739 208 378 67153 51449 973 32161 18315 62165 6242 39483 16440 79518 17453 17927 44138 20018 2290 14485 3243 157715 9697 11422 136596 316651 63330 88662 164659 106540 22799 30365 53376 16491 3628 6761 6102 SPECIAL EVENT EXPENSES 44239 11723 25523 6993 59801 767 53569 5465 25577712 22325725 1211624 2040363 781667 420130 9813408 10246171 16244511 15001581 39512 44549 3668310 3321553 412533 346757 1642508 1888792 9333978 9922846 38268117 37870826 136222 161626 20234150 19613118 20370372 19774744 X 11210702 13109297 6687043 4986785 17897745 18096082 38268117 37870826 -12223 210560 0 X 0 1 X 1 0 X 24778602 24786161 23755378 27002252 25298659 125621052 24778602 24786161 23755378 27002252 25298659 125621052 19457823 106163229 73637 134663 166002 293274 171439 839015 42938 44976 84012 54899 63879 290704 126750771 0.83760 0.88100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1726783 242073 9101 1959755 1492829 309450 67000 8496 1726783 1635769 -79560 55000 8380 1492829 1447086 221734 25000 8051 1635769 1340158 114380 7452 1447086 0.48970 0.51030 1 0 146587 146587 3048238 2856000 192238 446198 441442 4756 27287 24111 3176 346757 CERTIFICATES OF DEPOSIT 9851883 F CASH MANAGEMENT FUND 70963 F 9922846 24809344 210560 91450 302010 24507334 9101 1049054 1058155 25565489 24611007 91450 91450 24519557 9101 1049054 1058155 25577712 PART V, LINE 4: ENDOWMENT FUNDS ARE AVAILABLE FOR UNRESTRICTED USE BASED ON OUR ENDOWMENT SPENDING POLICY. THE PERMANENTLY RESTRICTED ENDOWMENT DOES NOT ALLOW SPENDING FROM THE ORIGINAL PRINCIPAL AMOUNT, $1,000,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 1,049,054. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 1,049,054. 1 12 AND 12 INC 6333 E SKELLY DRIVE TULSA OK 74135 731242962 501(C)(3) 300000 HEALTH/SAFETY A NEW LEAF 2306 S 1ST PLACE BROKEN ARROW OK 74012 731042760 501(C)(3) 363330 HEALTH/SAFETY; FINANCIAL STABILITY ABILITY RESOURCES INC 823 S DETROIT STE 110 TULSA OK 74120 731000572 501(C)(3) 146345 HEALTH/SAFETY AMERICAN RED CROSS TULSA AREA CHAPTER 10151 E 11TH ST TULSA OK 74128 730579223 501(C)(3) 477000 HEALTH/SAFETY; FINANCIAL STABILITY BIG BROTHERS BIG SISTERS OKLAHOMA 1306 S DENVER TULSA OK 74119 731226237 501(C)(3) 277790 EDUCATION BOY SCOUTS OF AMERICA (INDIAN NATIONS COUNCIL) 4295 S GARNETT ROAD TULSA OK 74146 730579230 501(C)(3) 512066 EDUCATION BRISTOW SOCIAL SERVICES INC 1705 S CHESTNUT BRISTOW OK 74010 731345471 501(C)(3) 97580 FINANCIAL STABILITY BROKEN ARROW NEIGHBORS 315 W COLLEGE BROKEN ARROW OK 74012 731195548 501(C)(3) 80192 FINANCIAL STABILITY BROKEN ARROW SENIORS INC 1800 S MAIN ST BROKEN ARROW OK 74012 731325797 501(C)(3) 41843 HEALTH/SAFETY CAMP FIRE USA GREEN COUNTRY COUNCIL INC 706 S BOSTON AVE TULSA OK 74119 730579231 501(C)(3) 312763 EDUCATION CARING COMMUNITY FRIENDS INC OF SAPULPA PO BOX 1524 SAPULPA OK 74067 731429214 501(C)(3) 60000 FINANCIAL STABILITY CENTER FOR EMPLOYMENT OPPORTUNITIES 803 S PEORIA AVENUE TULSA OK 74120 501(C)(3) 150000 FINANCIAL STABILITY CHILD ABUSE NETWORK INC 2829 S SHERIDAN ROAD TULSA OK 74129 731325326 501(C)(3) 249000 HEALTH/SAFETY COMMUNITY ACTION PROJECT OF TULSA COUNTY 5330 E 31ST STREET SUITE 300 TULSA OK 74135 731019247 501(C)(3) 632531 FINANCIAL STABILITY; EDUCATION COMMUNITY SERVICE COUNCIL OF GREATER TULSA 16 E 16TH ST SUITE 202 TULSA OK 74119 730580282 501(C)(3) 216399 EDUCATION CREEK COUNTY LITERACY PROGRAM 15 N POPLAR SAPULPA OK 74066 731376512 501(C)(3) 33055 EDUCATION CROSSROADS INC 3500 S PEORIA TULSA OK 74105 731447897 501(C)(3) 76041 HEALTH/SAFETY; FINANCIAL STABILITY CROSSTOWN LEARNING CENTER 2501 E ARCHER ST TULSA OK 74110 730782748 501(C)(3) 160000 EDUCATION DOMESTIC VIOLENCE INTERVENTION SERVICES 3124 E APACHE ST TULSA OK 74110 731028332 501(C)(3) 882849 HEALTH/SAFETY; FINANCIAL STABILITY DOMESTIC VIOLENCE INTERVENTION SERVICES SAPULPA COUNTY FAMILY RESOURCE CENT 3124 E APACHE ST TULSA OK 74110 731028332 501(C)(3) 65500 CAPACITY BUILDING EASTERN OKLAHOMA DONATED DENTAL SERVICES 9810 E 42ND ST SUITE 210 TULSA OK 74146 412103655 501(C)(3) 78570 HEALTH/SAFETY FAMILY AND CHILDREN'S SERVICES 650 S PEORIA TULSA OK 74120 730580270 501(C)(3) 1628492 HEALTH/SAFEY; EDUCATION GIRL SCOUTS OF EASTERN OKLAHOMA 4810 S 129TH E AVE TULSA OK 74134 730579240 501(C)(3) 351135 EDUCATION GLOBAL GARDENS PO BOX 52034 TULSA OK 74152 205717276 501(C)(3) 68120 EDUCATION GOODWILL INDUSTRIES OF TULSA 2800 SOUTHWEST BLVD TULSA OK 74107 730614297 501(C)(3) 551351 FINANCIAL STABILITY HOSPICE OF GREEN COUNTRY INC 1120 S BOSTON AVE 200 TULSA OK 74119 731261742 501(C)(3) 73178 HEALTH/SAFETY KIPP ACADEMY 1661 E VIRGIN ST TULSA OK 74106 113740269 501(C)(3) 353875 EDUCATION LEGAL AID SERVICES OF OKLAHOMA 907 S DETROIT STE 725 TULSA OK 74120 731022203 501(C)(3) 420780 FINANCIAL STABILITY LIFE SENIOR SERVICES 5950 E 31ST STREET TULSA OK 74135 731043783 501(C)(3) 755330 HEALTH/SAFETY; FINANCIAL STABILITY; EDUCATION MENTAL HEALTH ASSOCIATION OKLAHOMA 5330 E 31ST STREET TULSA OK 74135 730657931 501(C)(3) 536917 HEALTH/SAFETY; FINANCIAL STABILITY; EDUCATION MORTON COMPREHENSIVE HEALTH SERVICES 1334 NORTH LANSING AVE TULSA OK 74106 731177858 501(C)(3) 325000 HEALTH/SAFETY; FINANCIAL STABILITY NEW WORKFORCE DIRECTIONS INC DBA MADISON STRATEGIES GROUP 907 S DETRIOT SUITE 210 TULSA OK 74120 272323749 501(C)(3) 143000 FINANCIAL STABILITY OKMULGEE COUNTY FAMILY RESOURCE CENTER 1501 S CREEK AVE OKMULGEE OK 74447 731332643 501(C)(3) 129634 HEALTH/SAFETY OKMULGEE COUTY HOMELESS SHELTER 214 N MORTON AVE OKMULGEE OK 74447 731485176 501(C)(3) 90000 FINANCIAL STABILITY OKMULGEE OKFUSKEE COUNTY YOUTH SERVICES 1950 N OKMULGEE OKMULGEE OK 74447 731486908 501(C)(3) 127197 EDUCATION OPERATION AWARE OF OKLAHOMA 7226 E 41ST ST TULSA OK 74145 731112912 501(C)(3) 142778 EDUCATION OWASSO COMMUNITY RESOURCES 109 N BIRCH ST STE 109 OWASSO OK 74055 731445318 501(C)(3) 60660 FINANCIAL STABILITY PALMER CONTINUUM OF CARE INC 5319 S LEWIS AVE 219 TULSA OK 74105 562302027 501(C)(3) 320274 HEALTH/SAFETY THE PARENT CHILD CENTER OF TULSA 1421 S BOSTON AVE TULSA OK 74119 731113167 501(C)(3) 568249 HEALTH/SAFETY READING PARTNERS 110 WEST 7TH STREET TULSA OK 74119 770568469 501(C)(3) 293750 EDUCATION RETIRED SENIOR VOLUNTEER PROGRAM 5756 E 31ST STREET TULSA OK 74135 731009086 501(C)(3) 74967 EDUCATION THE SALVATION ARMY 1616 S MAIN TULSA OK 74119 730579266 501(C)(3) 1300515 HEALTH/SAFETY; FINANCIAL STABILITY; EDUCATION SAND SPRINGS COMMUNITY SERVICES 15 E 2ND STREET SAND SPRINGS OK 74063 730582550 501(C)(3) 72079 FINANCIAL STABILITY; EDUCATION SHOW INC 425 W WELLS ST SAPULPA OK 74066 731028650 501(C)(3) 116732 HEALTH/SAFETY; FINANCIAL STABILITY STREET SCHOOL 1135 S YALE AVE TULSA OK 74112 730942963 501(C)(3) 440007 EDUCATION THE ARC OF OKLAHOMA 2516 E 71ST ST A TULSA OK 74136 731749376 501(C)(3) 161974 FINANCIAL STABILITY; EDUCATION TRISTESSE GRIEF CENTER 2502 E 71ST ST TULSA OK 74136 731619790 501(C)(3) 74100 HEALTH/SAFETY TSHA INC 8740 E 11TH ST STE A TULSA OK 74112 736102812 501(C)(3) 212118 FINANCIAL STABILITY; EDUCATION TULSA BOYS HOME PO BOX 1101 TULSA OK 74101 730579242 501(C)(3) 343495 HEALTH/SAFETY TULSA CARES 3712 E 11TH ST TULSA OK 74112 731388569 501(C)(3) 458763 HEALTH/SAFETY; FINANCIAL STABILITY TULSA CASA INC 700 S BOSTON AVE 230 TULSA OK 74119 731312870 501(C)(3) 112609 HEALTH/SAFETY TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER TULSA OK 74103 731557819 501(C)(3) 235000 HEALTH/SAFETY; FINANCIAL STABILITY WAGONER AREA NEIGHBORS PO BOX 933 WAGONER OK 74477 731351405 501(C)(3) 66150 FINANCIAL STABILITY YMCA OF CREATER TULSA 2405 E SKELLY DR TULSA OK 74105 730579269 501(C)(3) 719309 HEALTH/SAFETY; EDUCATION YOUTH AT HEART 6026 S SHERIDAN ROAD TULSA OK 74145 731043630 501(C)(3) 230300 EDUCATION YOUTH SERVICES OF CREEK COUNTY 1025 E GRAYSON AVE SAPULPA OK 74066 731301335 501(C)(3) 148500 HEALTH/SAFETY; EDUCATION YOUTH SERVICES OF TULSA 311 S MADISON AVE TULSA OK 74120 730785251 501(C)(3) 840461 HEALTH/SAFETY; FINANCIAL STABILITY; EDUCATION YWCA TULSA 1910 S LEWIS AVE STE 200 TULSA OK 74104 730579296 501(C)(3) 437577 HEALTH/SAFETY; FINANCIAL STABILITY THE BRIDGES FOUNDATION 1345 N LEWIS AVE TULSA OK 74110 730740763 501(C)(3) 228223 FINANCIAL STABILITY THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES 815 S UTICA AVE TULSA OK 74104 736070545 501(C)(3) 286824 HEALTH/SAFETY LEADERSHIP TULSA NEW VOICES 1151 S ELGIN AVE TULSA OK 74120 731042332 501(C)(3) 17500 INITIATIVE TO INCREASE DIVERSITY ON TULSA AREA UNITED WAY AGENCY BOARDS ROGERS COUNTY UNITED WAY PO BOX 1165 CLAREMORE OK 74018 731249045 501(C)(3) 65000 FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS URBAN STRATEGIES 2212 S JACKSON AVE TULSA OK 74107 431141027 501(C)(3) 60000 INNOVATION GRANT IN SUPPORT OF COMMUNITY IS MEDICINE CENTER FOR HOUSING SOLUTIONS 110 SOUTH HARTFORD AVE TULSA OK 74120 844733422 501(C)(3) 115465 INNOVATION GRANT IN SUPPORT OF MEDICAL LEGAL PARTNERSHIP CURA MEDICAL PO BOX 1734 SAND SPRINGS OK 74063 814348824 501(C)(3) 15000 INNOVATION GRANT IN SUPPORT OF COMMUNITY MEDICAL CLINIC DOMESTIC VIOLENCE INTERVENTION SERVICES 3124 E APACHE ST TULSA OK 74110 731028332 501(C)(3) 100000 INNOVATION GRANT IN SUPPORT OF DVIS NURSE AND STRANGULATION EXPERT SOUTH TULSA COMMUNITY HOUSE 5780 S PEORIA AVE TULSA OK 74105 731433838 501(C)(3) 34535 INNOVATION GRANT IN SUPPORT OF HEALTH CARE ADVOCACY THE PARENT CHILD CENTER OF TULSA 1421 S BOSTON AVE TULSA OK 74119 731113167 501(C)(3) 80000 SAFE BABIES COURT CENTER FOR HOUSING SOLUTIONS 110 SOUTH HARTFORD AVE TULSA OK 74120 844733422 501(C)(3) 100000 HOMELESSNESS COLLABORATION CITY YEAR 15 E 5TH ST TULSA OK 74103 222882549 501(C)(3) 100000 COMMUNITY COLLABORATION IN SUPPORT OF EDUCATION FAMILY AND CHILDREN'S SERVICES 650 S PEORIA TULSA OK 74120 730580270 501(C)(3) 106011 COMMUNITY COLLABORATIVE IN SUPPORT OF COMMUNITY RESPONSE TEAM HUNGER FREE OKLAHOMA - A FUND OF TULSA COMMUNITY FOUNDATION 907 S DETROIT TULSA OK 74120 731554474 501(C)(3) 100000 COMMUNITY COLLABORATION IN SUPPORT OF FOOD SECURITY TULSA CAMPAIGN TO PREVENT TEEN PREGNANCY 1601 S MAIN STREET SUITE 200 TULSA OK 74119 471170599 501(C)(3) 120000 TEEN PREGNANCY PREVENTION PROGRAM TULSA COUNTY CHILD PROTECTION CENTER 4300 S HARVARD SUITE 204 TULSA OK 74135 731554474 501(C)(3) 11250 MODEL COURT PROGRAM 74 PART I, LINE 2: TULSA AREA UNITED WAY USES A DETAILED PROCESS FOR EVALUATING ITS PARTNER AGENCIES AND THE USE OF ALLOCATED FUNDS. THE TULSA AREA UNITED WAY COMMUNITY INVESTMENTS DEPARTMENT, IN CONJUNCTION WITH OVER 170 COMMUNITY PANEL VOLUNTEERS, STUDY THE APPLICATIONS OF PARTNER AGENCIES WITH PARTICULAR ATTENTION PAID TO GOVERNANCE AND MANAGEMENT STANDARDS, THE FISCAL STABILITY OF THE AGENCY, ACCURACY OF REPORTING THE USE OF ALLOCATED FUNDS AND THE RESULTS ACHIEVED FOR AGENCY CLIENTS. THE PANEL VOLUNTEERS CONDUCT A SITE VISIT WITH EACH AGENCY EACH YEAR, GATHERING MORE DETAILED INFORMATION AS NEEDED. PANEL VOLUNTEERS CONDUCT A FINAL MEETING AT WHICH THEY DETERMINE THE RECOMMENDED ALLOCATION. FOLLOWING THESE MEETINGS, THE PANEL CHAIR AND CO-CHAIRS MEET WITH A DIVISION LEADER TO EXPLAIN THE PANEL RECOMMENDATIONS. THE TOTAL RECOMMENDED FUNDING IS PRESENTED TO THE COMMUNITY INVESTMENTS CABINET, AND THEN TO THE TULSA AREA UNITED WAY BOARD OF DIRECTORS FOR ACCEPTANCE AND APPROVAL. AGENCIES PROVIDE A DETAILED REPORT ON HOW FUNDS WERE SPENT AT THE END OF EACH CALENDAR YEAR AS A CRITICAL PART OF THEIR APPLICATION FOR FUTURE FUNDING. X 0 0 X X X X 0 0 0 0 0 0 0 1 0 ANTHONY ALISON CHIEF EXECUTIVE OFFICER 234907 0 59500 0 0 0 22800 0 26885 0 344092 0 0 0 MEYER CARLA CHIEF ADMINISTRATIVE OFFICER 108587 0 13600 0 0 0 10165 0 21051 0 153403 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS FOR A MEMBERSHIP TO THE SUMMIT CLUB FOR ALISON ANTHONY. PART I, LINE 3 COMPENSATION IS APPROVED ANNUALLY BY THE BOARD COMPENSATION COMMITTEE WHICH IS MADE UP OF CURRENT AND FORMER DIRECTORS OF THE ORGANIZATION. THE COMMITTEE DIRECTLY SETS/APPROVES THE PRESIDENT AND CEO'S SALARY AND INDIRECTLY APPROVES ALL OTHER STAFF POSITION SALARIES BASED ON THE RECOMMENDATION OF THE PRESIDENT AND CEO. FOLLOWING THAT COMMITTEE MEETING, AMOUNTS ARE APPROVED BY THE FINANCE AND AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. PART I, LINE 7 VARIABLE COMPENSATION WAS AWARDED TO EMPLOYEES OF THE ORGANIZATION BASED UPON EACH INDIVIDUAL'S PERFORMANCE DURING THE YEAR. EACH YEAR, THE PRESIDENT AND CEO REQUESTS A BUDGET FOR VARIABLE COMPENSATION FROM THE COMPENSATION COMMITTEE. INDIVIDUAL AMOUNTS ARE DISCRETIONARY AND JOINTLY AGREED UPON BY EMPLOYEES' SUPERVISORS AND THE PRESIDENT AND CEO. FRAUKE PETERSEN DIRECTOR 6188 ACCOUNTING SERVICES PROVIDER 0 JOE CUNNINGHAM DIRECTOR 324096 HEALTH INSURANCE PROVIDER 0 LARERONITA RATCLIFF SECRETARY 17228 TELEPHONE SERVICE PROVIDER 0 SUSAN CRENSHAW DIRECTOR 16000 EQUIPMENT PURCHASES 0 GLORIA FLETCHER DIRECTOR 65000 ADVERTISING 0 KEVIN GORE DIRECTOR 2000 ETHICS ADVISORS 0 PEGGY SIMMONS DIRECTOR 19154 UTILITIES 0 X 5 40857 VALUE ON DONATION DATE X DIRECT MAIL PROGRAM 0 40000 FAIR MARKET VALUE X MASKS FOR AUCTION 0 1200 FAIR MARKET VALUE X DRINKS 0 500 FAIR MARKET VALUE X POINSETTAS 0 50 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THERE ARE NUMEROUS BUSINESS RELATIONSHIPS WITHIN THE BOARD. OUR BOARD CONTAINS THE HEADS OF MAJOR EMPLOYERS SUCH AS BANKS, LOCAL UTILITY COMPANIES, AND HEALTH INSURANCE PROVIDERS. BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. CIRCUMSTANCES WHICH CREATE POSSIBLE CONFLICTS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. SHOULD THE COMMITTEE DETERMINE THAT A POTENTIAL CONFLICT OF INTEREST IS PRESENT, THAT INFORMATION WILL BE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE WILL ADDRESS CONCERNS REGARDING POTENTIAL CONFLICTS OF INTEREST AND TAKE APPROPRIATE ACTION TO RESOLVE ANY CONFLICT. FORM 990, PART VI, SECTION A, LINE 6 ALL DONORS ARE CONSIDERED MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS PROVIDED TO AND REVIEWED WITH THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. AN EMAIL IS ALSO SENT TO THE BOARD ADVISING THEM THE FORM 990 HAD BEEN PLACED ON THE BOARD INTRANET FOR THEIR REVIEW AND RESPONSE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. CIRCUMSTANCES WHICH CREATE POSSIBLE CONFLICTS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. SHOULD THE COMMITTEE DETERMINE THAT A POTENTIAL CONFLICT OF INTEREST IS PRESENT, THAT INFORMATION WILL BE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE WILL ADDRESS CONCERNS REGARDING POTENTIAL CONFLICTS OF INTEREST AND TAKE APPROPRIATE ACTION TO RESOLVE ANY CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS APPROVED ANNUALLY BUY THE BOARD COMPENSATION COMMITTEE, WHICH IS MADE UP OF CURRENT AND FORMER DIRECTOR OF THE ORGANIZATION. ANNUALLY, EXTENSIVE COMPENSATION DATA IS COLLECTED FROM UNITED WAY WORLDWIDE, OKLAHOMA CENTER FOR NON-PROFITS, SIMILAR UNITED WAYS, AND LARGE PARTNER AGENCIES AND PROVIDED TO THE PRESIDENT AND CEO FOR CONSIDERATION. THE BOARD COMPENSATION COMMITTEE DIRECTLY SETS/APPROVES THE PRESIDENT AND CEO'S SALARY AND INDIRECTLY APPROVES ALL OTHER STAFF POSITIONS SALARIES BASED ON THE RECOMMENDATION OF THE PRESIDENT AND CEO. FOLLOWING THAT COMMITTEE MEETING, AMOUNTS ARE APPROVED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE IN OUR ANNUAL REPORT AND ON OUR WEBSITE. OUR GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.