2020-07-27T13:45:17-05:00 2019-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2019-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 ALISON ANTHONY PRESIDENT AND CEO 9185837171 2020-07-22 1 LOU ANN GIBSON P00405885 9187452333 2020-07-21 98.184.84.130 2020-07-22 10:08:46 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 41725FB736D630B2B089DC835254987A20F27745 2019 2020-09-23 17:36:50Z ALISON ANTHONY 1430 SOUTH BOULDER TULSA OK 74119 27417425 0 X WWW.TAUW.ORG X 1924 OK THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 54 53 38 7677 0 0 23755378 27002252 0 0 181018 310115 84012 54899 24020408 27367266 21141014 22408612 0 0 2793148 2694444 0 0 2111478 977590 1333979 24911752 26437035 -891344 930231 36454846 38268117 19741838 20370372 16713008 17897745 X THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 0 1 8583553 8271565 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. 6188143 5963221 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. 5190055 5001411 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. TULSA AREA UNITED WAY INVESTS IN AGENCIES THAT PROVIDE JOB TRAINING AND PLACEMENT, FINANCIAL EDUCATION AND LEGAL AID SERVICES FOR UNDERREPRESENTED AND AT-RISK POPULATIONS. TULSA AREA UNITED WAY'S VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA) PROVIDES FREE INCOME TAX PREPARATIONS ASSISTANCE USING IRS-TRAINED TAX PREPARERS FOR HOUSEHOLDS MAKING UNDER $55,000 PER YEAR. 3301052 3172415 INNOVATION GRANTS, ROGERS COUNTY, COMBINED STATE DESIGNATIONS, OTHER DESIGNATIONS, OTHER SPECIAL GRANTS, COLLABORATIVE FUNDING, CAPACITY BUILDING, CAPACITY BUILDING - AGENCY CONTRACT WORK, CAPACITY BUILDING - BRIDGE FUNDING 3301052 3172415 23262803 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 38 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 54 53 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 LAWHORN CARON ASSISTANT SECRETARY 1.00 X X 0 0 0 HOLLOWAY ANITA ASSISTANT TREASURER 1.00 X X 0 0 0 MARTINOVICH ROB CHAIR 3.00 X X 0 0 0 HAYS KIRK CHAIR ELECT 6.00 X 0 0 0 ANTHONY ALISON CHIEF EXECUTIVE OFFICER 40.00 X X 292200 0 11200 REDMAN MICHAEL COUNSEL 2.00 X 0 0 0 HUGHES ALANA DIRECTOR 1.00 X 0 0 0 JOHNSON KIMBERLY DIRECTOR 1.00 X 0 0 0 LAKIN PHIL 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 MCGUFFEE BRENDON DIRECTOR 1.00 X 0 0 0 MCGREW BOB DIRECTOR 1.00 X 0 0 0 MCLAUGHLIN ROSS DIRECTOR 1.00 X 0 0 0 MITCHELL CHUCK DIRECTOR 3.00 X 0 0 0 PIPESTEM BRENDA DIRECTOR 1.00 X 0 0 0 PETERSEN FRAUKE DIRECTOR 3.00 X 0 0 0 RUIZ YOBANA 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 VANN KEVIN DIRECTOR 1.00 X 0 0 0 YAR MAGGIE DIRECTOR 1.00 X 0 0 0 MCLARTY LISA DIRECTOR 1.00 X 0 0 0 ASBJORNSON SCOTT DIRECTOR 1.00 X 0 0 0 KAUL MANJU DIRECTOR 3.00 X 0 0 0 HAYNIE RYAN DIRECTOR 1.00 X 0 0 0 CUNNINGHAM JOE DIRECTOR 1.00 X 0 0 0 CHANDLER JOHN DIRECTOR 1.00 X 0 0 0 CAVANAUGH KEVIN DIRECTOR 1.00 X 0 0 0 ESLICKER LEE DIRECTOR 1.00 X 0 0 0 FOLEY JAY DIRECTOR 1.00 X 0 0 0 CRAFT JW DIRECTOR 1.00 X 0 0 0 GIST DEBORAH DIRECTOR 1.00 X 0 0 0 BENNETT TOM DIRECTOR 1.00 X 0 0 0 GORE KEVIN DIRECTOR 3.00 X 0 0 0 HAIR CARA DIRECTOR 1.00 X 0 0 0 HARDIN TRACY DIRECTOR 1.00 X 0 0 0 BAJAJ AKHILESH DIRECTOR 1.00 X 0 0 0 HAYNES TED DIRECTOR 1.00 X 0 0 0 GOODSON LEIGH DIRECTOR 1.00 X 0 0 0 CRENSHAW SUSAN DIRECTOR AT LARGE 1.00 X 0 0 0 BASU MONICA DIRECTOR AT LARGE 1.00 X 0 0 0 BREWER KAYE DIRECTOR AT LARGE 1.00 X 0 0 0 SCHAUB JOANN DIRECTOR AT LARGE 1.00 X 0 0 0 DIDIER-LANNING JORDAN DIRECTOR AT LARGE 1.00 X 0 0 0 HEWITT JOHN DIRECTOR AT LARGE 1.00 X 0 0 0 NEUMAIER KARL DIRECTOR AT LARGE 1.00 X 0 0 0 DOWNING BETH DIRECTOR AT LARGE 1.00 X 0 0 0 RHOADS MIKE DIRECTOR AT LARGE 1.00 X 0 0 0 MEARS MIKE ETHICS OFFICER 1.00 X 0 0 0 GRAHAM MARK EX OFFICIO 1.00 X 0 0 0 RATCLIFF LARERONITA SECRETARY 1.00 X X 0 0 0 GATES CATHY TREASURER 3.00 X X 0 0 0 MEYER CARLA VP, FINANCE 40.00 X 98126 0 3828 SADLER BRENT VP, COMMUNITY INVESTMENTS 40.00 X 110688 0 4417 QUALLS CYNTHIA VP, RESOURCE DEVELOPMENT 40.00 X 116488 0 4650 617502 0 24095 3 0 1 0 0 27002252 528159 27002252 293274 293274 67000 50159 16841 16841 16841 MISC 900099 54899 54899 54899 27367266 0 0 365014 22408612 22408612 405353 101338 101338 202677 1686376 395303 445732 845341 132389 33589 36504 62296 325276 76815 86010 162451 145050 36795 36445 71810 57579 57579 8496 8496 201459 64000 13649 123810 244618 1292 7205 236121 23887 3069 15729 5089 48651 10746 26737 11168 108146 17736 39102 51308 22820 62 10297 12461 59271 4453 12807 42011 254482 53441 71255 129786 104871 22442 29877 52552 12200 2684 5002 4514 SPECIAL EVENT EXPENSES 119831 19259 15101 85471 67668 11167 43889 12612 26437035 23262803 1062754 2111478 1534292 781667 8923602 9813408 14855285 16244511 25838 19737 39512 3627546 3215013 415043 412533 1423929 1642508 9181120 9333978 76000 0 36454846 38268117 49376 136222 19692462 20234150 19741838 20370372 X 12561668 11210702 4151340 6687043 16713008 17897745 36454846 38268117 930231 254506 0 X 0 1 X 1 0 X 26507915 24778602 24786161 23755378 27002252 126830308 26507915 24778602 24786161 23755378 27002252 126830308 14198652 112631656 73461 73637 134663 166002 293274 741037 52036 42938 44976 84012 54899 278861 127850206 0.88100 0.91540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1492829 309450 67000 8496 1726783 1635769 -79560 55000 8380 1492829 1447086 221734 25000 8051 1635769 1340158 114380 7452 1447086 1407873 -10145 50000 7570 1340158 0.42090 0.57910 1 0 146587 146587 3007474 2800390 207084 473485 414623 58862 412533 CERTIFICATES OF DEPOSIT 9249703 F CASH MANAGEMENT FUND 84275 F 9333978 26792223 254506 21374 275880 26516343 8496 842427 850923 27367266 25607486 21374 21374 25586112 8496 842427 850923 26437035 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 842,427. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 842,427. 1 12 AND 12 INC 6333 E SKELLY DR TULSA OK 74135 731242962 501(C)(3) 300000 HEALTH & SAFETY A NEW LEAF INC 2306 S 1ST PL BROKEN ARROW OK 74012 731042760 501(C)(3) 373950 HEALTH & SAFETY, FINANCIAL STABILITY ABILITY RESOURCES INC 823 S DETROIT STE 110 TULSA OK 74120 731000572 501(C)(3) 156911 HEALTH & SAFETY, FINANCIAL STABILITY AMERICAN RED CROSS TULSA AREA CHAPTER 10151 E 11TH STREET TULSA OK 74128 730579223 501(C)(3) 551029 HEALTH & SAFETY BIG BROTHERS BIG SISTERS OF OKLAHOMA 5840 S MEMORIAL STE 111 TULSA OK 74145 731226237 501(C)(3) 309217 EDUCATION BOY SCOUTS OF AMERICA 4295 S GARNETT ROAD TULSA OK 741464261 730579230 501(C)(3) 563769 EDUCATION BRISTOW SOCIAL SERVICES INC 206 S MAIN ST BRISTOW OK 74010 731345471 501(C)(3) 97580 FINANCIAL STABILITY BROKEN ARROW NEIGHBORS 322 W BROADWAY 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) 44269 HEALTH & SAFETY CAMP FIRE USA GREEN COUNTRY COUNCIL INC 706 S BOSTON AVE TULSA OK 741191610 730579231 501(C)(3) 322200 EDUCATION CARING COMMUNITY FRIENDS INC OF SAPULPA PO BOX 1524 SAPULPA OK 74067 731429214 501(C)(3) 60000 FINANCIAL STABILITY CENTER FOR EMPLOYMENT OPPORTUNITIES 111 W 5TH STREET STE 401 TULSA OK 74103 133843322 501(C)(3) 173250 FINANCIAL STABILITY CHILD ABUSE NETWORK INC 2829 S SHERIDAN DR TULSA OK 74129 731325326 501(C)(3) 249000 HEALTH & SAFETY CITY YEAR 15 E 5TH ST TULSA OK 74103 222882549 501(C)(3) 100000 COMMUNITY COLLABORATIVE IN SUPPORT OF EDUCATION COMMUNITY ACTION PROJECT OF TULSA COUNTY 4606 S GARNETT ROAD SUITE 100 TULSA OK 74146 731019247 501(C)(3) 658894 EDUCATION, FINANCIAL STABILITY COMMUNITY SERVICE COUNCIL OF GREATER TULSA 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501(C)(3) 366399 EDUCATION COMMUNITY SERVICE COUNCIL OF GREATER TULSA 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501(C)(3) 100000 A WAY HOME FOR TULSA - HOMELESS COLLABORATIVE CREEK COUNTY LITERACY PROGRAM 15 N POPLAR SAPULPA OK 74066 731376512 501(C)(3) 34640 EDUCATION CROSSROADS INC 1888 E 15TH ST TULSA OK 74114 731447897 501(C)(3) 106021 HEALTH & SAFETY, FINANCIAL STABILITY CROSSTOWN LEARNING CENTER 2501 E ARCHER TULSA OK 74110 730782748 501(C)(3) 160000 EDUCATION DOMESTIC VIOLENCE INTERVENTION SERVICES 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501(C)(3) 910000 HEALTH & SAFETY, FINANCIAL STABILITY DOMESTIC VIOLENCE INTERVENTION SERVICES SAPULPA COUNTY FAMILY RESOURCE CENT 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501(C)(3) 65500 CAPACITY BUILDING EASTERN OKLAHOMA DONATED DENTAL SERVICES 3741 S PEORIA AVENUE TULSA OK 74105 412103655 501(C)(3) 90000 HEALTH & SAFETY FAMILY AND CHILDREN'S SERVICES 650 S PEORIA AVE TULSA OK 74120 730580270 501(C)(3) 1678939 HEALTH & SAFETY, EDUCATION FAMILY AND CHILDREN'S SERVICES 650 S PEORIA AVE TULSA OK 74120 730580270 501(C)(3) 106044 COMMUNITY RESPONSE TEAM - COMMUNITY COLLABORATIVE FAMILY AND CHILDREN'S SERVICES 650 S PEORIA AVE TULSA OK 74120 730580270 501(C)(3) 67122 INNOVATION GRANT IN SUPPORT OF COPES GIRL SCOUTS OF EASTERN OKLAHOMA 2432 E 51ST STREET TULSA OK 741056002 730579240 501(C)(3) 366023 EDUCATION GLOBAL GARDENS PO BOX 52034 TULSA OK 74152 205717276 501(C)(3) 69000 EDUCATION GOODWILL INDUSTRIES OF TULSA 2800 SOUTHWEST BLVD TULSA OK 74107 730614297 501(C)(3) 569365 FINANCIAL STABILITY HOSPICE OF GREEN COUNTRY INC 2121 S COLUMBIA STE 200 TULSA OK 741143516 731261742 501(C)(3) 123452 HEALTH & SAFETY KIPP ACADEMY 1661 E VIRGIN ST TULSA OK 74106 113740269 501(C)(3) 372500 EDUCATION LEADERSHIP TULSA NEW VOICES 1717 S BOULDER AVE STE 104 TULSA OK 74119 731042332 501(C)(3) 17750 INITIATIVE TO INCREASE DIVERSITY ON TULSA AREA UNITED WAY PARTNER AGENCY BOARDS LEGAL AID SERVICES OF OKLAHOMA INC 907 S DETROIT STE 725 TULSA OK 74120 731022203 501(C)(3) 444809 FINANCIAL STABILITY LIFE SENIOR SERVICES INC 5950 E 31ST STREET TULSA OK 741355114 731043783 501(C)(3) 773967 HEALTH & SAFETY, EDUCATION, FINANCIAL STABILITY MENTAL HEALTH ASSOCIATION IN TULSA 5330 E 31ST STREET STE 1000 TULSA OK 74135 730657931 501(C)(3) 540980 HEALTH & SAFETY, EDUCATION, FINANCIAL STABILITY MORTON COMPREHENSIVE HEALTH SERVICES 1334 NORTH LANSING AVE TULSA OK 74106 731177858 501(C)(3) 375000 HEALTH & SAFETY, FINANCIAL STABILITY OKMULGEE COUNTY FAMILY RESOURCE CENTER PO BOX 73 OKMULGEE OK 74447 731332643 501(C)(3) 129634 HEALTH & SAFETY OKMULGEE COUNTY HOMELESS SHELTER PO BOX 1635 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) 129793 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) 77213 FINANCIAL STABILITY PALMER CONTINUUM OF CARE INC 2442 MOHAWK BLVD TULSA OK 74110 562302027 501(C)(3) 333043 HEALTH & SAFETY THE PARENT CHILD CENTER OF TULSA 1421 S BOSTON AVE TULSA OK 741194032 731113167 501(C)(3) 590254 HEALTH & SAFETY THE PARENT CHILD CENTER OF TULSA 1421 S BOSTON AVE TULSA OK 741194032 731113167 501(C)(3) 80000 SAFE BABIES COURT READING PARTNERS 110 WEST 7TH STREET TULSA OK 74119 770568469 501(C)(3) 312500 EDUCATION RETIRED SENIOR VOLUNTEER PROGRAM 5756 E 31ST STREET TULSA OK 741355103 731009086 501(C)(3) 78913 EDUCATION SAND SPRINGS COMMUNITY SERVICES 15 E 2ND STREET SAND SPRINGS OK 74063 730582550 501(C)(3) 72079 EDUCATION, FINANCIAL STABILITY SHOW INC 425 W WELLS SAPULPA OK 74066 731028650 501(C)(3) 118835 HEALTH & SAFETY, FINANCIAL STABILITY STREET SCHOOL 1135 S YALE AVE TULSA OK 741125396 730942963 501(C)(3) 440007 EDUCATION THE BRIDGES FOUNDATION 1345 N LEWIS AVE TULSA OK 741104702 730740763 501(C)(3) 240343 FINANCIAL STABILITY THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES 815 S UTICA AVE TULSA OK 741043612 736070545 501(C)(3) 295695 HEALTH & SAFETY THE SALVATION ARMY 1616 S MAIN TULSA OK 74119 730579266 501(C)(3) 1394596 HEALTH & SAFETY, EDUCATION, FINANCIAL STABILITY FOUNDATION FOR TULSA SCHOOLS 3027 S NEW HAVEN AVE TULSA OK 741146134 731612027 501(C)(3) 376000 STRONG TOMORROWS PREGNANCY PREVENTION PROGRAM TRISTESSE GRIEF CENTER 2502 E 71ST STREET SUITE A TULSA OK 74136 731619790 501(C)(3) 75000 HEALTH & SAFETY TSHA INC 8740 E 11TH STREET SUITE A TULSA OK 741127957 736102812 501(C)(3) 216681 EDUCATION, FINANCIAL STABILITY TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENT DISABILITIES 2516 E 71ST STREET SUITE A TULSA OK 74136 730749376 501(C)(3) 186341 HEALTH & SAFETY, EDUCATION TULSA BOYS HOME PO BOX 1101 TULSA OK 741011101 730579242 501(C)(3) 357518 HEALTH & SAFETY TULSA CAMPAIGN TO PREVENT TEEN PREGNANCY 1601 S MAIN ST SUITE 200 TULSA OK 74119 471170599 501(C)(3) 180000 TEEN PREGNANCY PREVENTION PROGRAM HIV RESOURCE CONSORTIUM INC 3507 E ADMIRAL PLACE TULSA OK 741158211 731388569 501(C)(3) 601299 HEALTH & SAFETY, FINANCIAL STABILITY TULSA COMMUNITY FOUNDATION 7030 S YALE AVE SUITE 600 TULSA OK 74136 731554474 501(C)(3) 200000 IMPACT TULSA COMMUNITY COLLABORATIVE EDUCATION INITIATIVE TULSA COMMUNITY FOUNDATION 7030 S YALE AVE SUITE 600 TULSA OK 74136 731554474 501(C)(3) 100000 SNAP PROGRAM COMMUNITY COLLABORATIVE TULSA CASA INC 700 S BOSTON SUITE 230 TULSA OK 74119 731312870 501(C)(3) 112609 HEALTH & SAFETY NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP 907 S DETROIT SUITE 210 TULSA OK 74120 272323749 501(C)(3) 150000 FINANCIAL STABILITY NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP 907 S DETROIT SUITE 210 TULSA OK 74120 272323749 501(C)(3) 550000 SPECIAL DESIGNATION GRANT IN SUPPORT OF FINANCIAL STABILITY TULSA COUNTY CHILD PROTECTION CENTER 4300 S HARVARD SUITE 204 TULSA OK 74135 731554474 501(C)(3) 45000 MODEL COURT PROGRAM TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER TULSA OK 74103 731557819 501(C)(3) 235000 HEALTH & SAFETY, FINANCIAL STABILITY TULSA REGIONAL STEM ALLIANCE 907 S DETROIT AVE SUITE 600 TULSA OK 74120 814051559 501(C)(3) 70000 COMMUNITY COLLABORATIVE IN SUPPORT OF EDUCATION WAGONER AREA NEIGHBORS PO BOX 933 TULSA OK 74477 731351405 501(C)(3) 66150 FINANCIAL STABILITY YOUNG MEN'S CHRISTIAN ASSOCIATION OF TULSA 420 S MAIN SUITE 200 TULSA OK 74103 730579269 501(C)(3) 735063 HEALTH & SAFETY, EDUCATION YOUTH AT HEART 6026 S SHERIDAN ROAD TULSA OK 74145 731043630 501(C)(3) 230300 EDUCATION YOUTH SERVICES OF CREEK COUNTY PO BOX 2346 TULSA OK 740672346 731301335 501(C)(3) 150000 HEALTH & SAFETY, EDUCATION YOUTH SERVICES OF TULSA 311 S MADISON TULSA OK 74120 730785251 501(C)(3) 907336 HEALTH & SAFETY, EDUCATION, FINANCIAL STABILITY YOUNG WOMEN'S CHRISTIAN ASSOCIATION 1910 S LEWIS AVE SUITE 200 TULSA OK 741045708 730579296 501(C)(3) 459032 HEALTH & SAFETY, FINANCIAL STABILITY ROGERS COUNTY UNITED WAY PO BOX 1165 CLAREMORE OK 74018 731249045 501(C)(3) 75000 FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS TULSA ADVOCATES FOR THE PROTECTION OF CHILDREN 3326-B EAST 51ST STREET TULSA OK 74135 731614729 501(C)(3) 80000 HEALTH & SAFETY, EDUCATION MET CARES FOUNDATION - LEVEL UP 9521 S RIVERSIDE DRIVE SUITE B 177 TULSA OK 74137 474013678 501(C)(3) 75000 INNOVATION GRANT IN SUPPORT OF LEVEL UP, A CAREER TRAINING PROGRAM MEALS ON WHEELS 12620 E 31ST ST TULSA OK 74146 731125389 501(C)(3) 50000 BRIDGE FUNDING HUNGER FREE OKLAHOMA - A FUND OF TULSA COMMUNITY FOUNDATION 907 S DETROIT AVE 600 TULSA OK 74120 731554474 501(C)(3) 100000 COMMUNITY COLLABORATIVE IN SUPPORT OF HEALTH & SAFETY GROWING TOGETHER - COMMUNITY LEADERSHIP INSTITUTE 18 S LEWIS AVE TULSA OK 74104 471572366 501(C)(3) 52860 INNOVATION GRANT IN SUPPORT OF COMMUNITY LEADERSHIP PROGRAM FAB LAB TULSA 710 S LEWIS AVE TULSA OK 74104 300638130 501(C)(3) 25000 INNOVATION GRANT IN SUPPORT OF EDUCATION 80 PART I, LINE 2: TULSA AREA UNITED WAY USES A DETAILED PROCESS FOR EVALUATING ITS PARTNER AGENCIES AND TRACING 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 230000 0 55000 0 7200 0 11200 0 0 0 303400 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. TED HAYNES FORMER PRESIDENT BLUE DIRECTOR 318120 HEALTH INSURANCE PROVIDER 0 JOE CUNNINGHAM PRESIDENT BLUE CRO DIRECTOR 318120 HEALTH INSURANCE PROVIDER 0 FRAUKE PETERSEN PRESIDENT LUXA EN DIRECTOR 14505 ACCOUNTING SERVICES PROVIDER 0 X 6949 383519 FAIR MARKET VALUE X FULL PAGE ADS 13 71000 FAIR MARKET VALUE X DIRECT MAIL 1 38305 FAIR MARKET VALUE X HVAC SYSTEM 1 24235 FAIR MARKET VALUE X CLOTHING CREDIT 1 6000 FAIR MARKET VALUE X WINE FOR AUCTION 4 5100 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 3 2019 WAS THE FINAL YEAR FOR TULSA AREA UNITED WAY TO ADMINISTER THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. 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 OFFICERS, DIRECTORS, AND KEY EMPLOYEES 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 WHICH IS PUBLISHED IN THE LOCAL NEWSPAPER, A LOCAL MAGAZINE, AND ON OUR WEBSITE. OUR GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.