2018-09-21T13:37:10-05:00 2017-12-31 731413977 HOGANTAYLOR LLP 2222 S UTICA PL SUITE 200 TULSA OK 741147002 990 2017-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 ALISON ANTHONY PRESIDENT AND CEO 9185837171 2018-09-13 1 LOU ANN GIBSON P00405885 9187452333 2018-09-13 98.184.84.130 2018-09-13 09:50:11 CD P 897B114C1C96FA78E485A2193B31E03E74BB2033 9D77D5089F6CFDFA10E33FA204CA8B8BB51CC565 2017 2018-06-14 16:35:46Z ALISON ANTHONY 1430 SOUTH BOULDER TULSA OK 74119 25089630 0 X WWW.TAUW.ORG X 1924 OK WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 51 50 42 6927 0 0 24778597 24786161 0 0 57298 144038 42938 44976 24878833 24975175 21019600 20982460 0 0 2646882 2706065 0 0 1759594 1151943 1031998 24818425 24720523 60408 254652 37000878 37738964 19701525 20005103 17299353 17733861 X WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 0 1 8575824 8236450 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. TAUW INVESTS IN SOCIAL SERVICE AGENCIES AND HEALTHCARE PROVIDERS THAT WORK TO IMPROVE THESE INDICATORS THROUGH DIRECT SERVICE TO CLIENTS AND EDUCATIONAL PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES. TAUW SUPPORTS PROGRAMS THAT PROVIDE SERVICES FOR PHYSICAL HEALTH, MENTAL AND BEHAVIORAL HEALTH, INDIVIDUALS WITH DISABILITIES, DOMESTIC VIOLENCE AND CHILD ABUSE, IT ALSO SUPPORTS AGENCIES THAT PROVIDE SAFETY AND DISASTER RESPONSE SERVICES. 5803925 5574245 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. TAUW SUPPORTS THE EDUCATION OF ITS CITIZENS THROUGH FORMAL AND INFORMAL EDUCATIONAL 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, TAUW INVESTS IN PROGRAMS THAT INCREASE LITERACY, EMPHASIZE EXCELLENCE, AND PROVIDE PATHWAYS TO ACHIEVEMENT FOR AT-RISK YOUTH. 4994244 4796605 FINANCIAL STABILITY. STRESSFUL ECONOMIC CONDITIONS INCREASE THE NUMBER OF PEOPLE FACING JOB LOSS, FOOD INSECURITY, NEAR- OR FULL-HOMELESSNESS, AND LEGAL CHALLENGES. TAUW FUNDS AGENCIES THAT PROVIDE BASIC NEEDS SUCH AS, FOOD, CLOTHING, RENT, UTILITIES, AND SHELTER FOR INDIVIDUALS AND FAMILIES. TAUW INVESTS IN AGENCIES THAT PROVIDE JOB TRAINING AND PLACEMENT, FINANCIAL EDUCATION AND LEGAL AID SERVICES FOR UNDERREPRESENTED AND AT-RISK POPULATIONS. TAUW'S VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA) PROVIDES FREE INCOME TAX ASSISTANCE USING IRS-TRAINED CERTIFIED TAX PREPARERS FOR HOUSEHOLDS MAKING UNDER $54,000 PER YEAR. 253313 250000 INNOVATION GRANTS 50613 13973 COMBINED FEDERAL CAMPAIGN DESIGNATIONS 7953 7950 COMBINED STATE CAMPAIGN DESIGNATIONS 75300 75000 ROGERS COUNTY UNITED WAY 49461 49330 OTHER DESIGNATIONS 275000 275000 OTHER SPECIAL GRANTS 950805 908511 COLLABORATIVE FUNDING 229995 229995 CAPACITY BUILDING 28400 28400 CAPACITY BUILDING - AGENCY CONTRACT WORK 397000 397000 CAPACITY BUILDING - BRIDGE FUNDING 140000 140000 SPECIAL GRANT 2457840 2375159 21831833 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 42 1 0 0 0 0 0 1 1 0 0 0 0 X 51 50 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X X JESSICA KNOBBE 9185837171 1430 SOUTH BOULDER TULSA OK 74119 X BACHMAN PAGE DIRECTOR AT LARGE 0.50 X 0 0 0 BAJAJ AKHILESH DIRECTOR 0.50 X 0 0 0 BARIMO BASIL DIRECTOR AT LARGE 0.50 X 0 0 0 BASU MONICA DIRECTOR 0.50 X 0 0 0 BENNETT TOM DIRECTOR AT LARGE 0.50 X 0 0 0 BRADSHAW MARLA DIRECTOR 0.50 X 0 0 0 BREWER DAVID DIRECTOR AT LARGE 0.50 X 0 0 0 CLANCY GERRY DIRECTOR 0.50 X 0 0 0 COBURN MERIDITH DIRECTOR 0.50 X 0 0 0 CRAFT JW DIRECTOR 0.50 X 0 0 0 CRENSHAW SUSAN DIRECTOR AT LARGE 0.50 X 0 0 0 DRAHEIM ERIC DIRECTOR 0.50 X 0 0 0 DREYER TERI DIRECTOR AT LARGE 0.50 X 0 0 0 ERVIN-JOHNSON KATHY DIRECTOR AT LARGE 0.50 X 0 0 0 ESLICKER LEE DIRECTOR 0.50 X 0 0 0 FERGUSON ALI DIRECTOR AT LARGE 0.50 X 0 0 0 FLETCHER SHARON DIRECTOR 0.50 X 0 0 0 FOLEY JAY DIRECTOR 0.50 X 0 0 0 FRANK BECKY DIRECTOR 0.50 X 0 0 0 GIST DEBORAH DIRECTOR 0.50 X 0 0 0 GOODSON LEIGH DIRECTOR 0.50 X 0 0 0 GORE KEVIN DIRECTOR 0.50 X 0 0 0 GROSS KEVIN DIRECTOR 0.50 X 0 0 0 HAIR CARA DIRECTOR 0.50 X 0 0 0 HARDIN TRACY DIRECTOR 0.50 X 0 0 0 HAYNES TED DIRECTOR 0.50 X 0 0 0 HAYS KIRK DIRECTOR 0.50 X 0 0 0 HOLLOWAY ANITA DIRECTOR 0.50 X 0 0 0 HUGHES ALANA DIRECTOR 0.50 X 0 0 0 JACKSON BETSY DIRECTOR 0.50 X 0 0 0 JOHNSON KIMBERLY DIRECTOR AT LARGE 0.50 X 0 0 0 KAUL MANJU DIRECTOR 0.50 X 0 0 0 LAKIN PHIL DIRECTOR 0.50 X 0 0 0 LANGDON JIM DIRECTOR AT LARGE 0.50 X 0 0 0 LINDSAY JOHN DIRECTOR 0.50 X 0 0 0 MACLEOD MARCIA DIRECTOR 0.50 X 0 0 0 MARTINOVICH ROB DIRECTOR 0.50 X 0 0 0 MASTERSON BILL DIRECTOR 0.50 X 0 0 0 MCGREW BOB DIRECTOR 0.50 X 0 0 0 MCINTOSH STEVE DIRECTOR 0.50 X 0 0 0 MITCHELL CHUCK DIRECTOR 0.50 X 0 0 0 NEILL DENNIS DIRECTOR 0.50 X 0 0 0 NEUMAIER KARL DIRECTOR 0.50 X 0 0 0 REDMAN MICHAEL COUNSEL 0.50 X 0 0 0 RICHARDS ERIC DIRECTOR AT LARGE 0.50 X 0 0 0 SCHUMANN JOHN DIRECTOR 0.50 X 0 0 0 SELSER JANET DIRECTOR 0.50 X 0 0 0 SIEGFRIED BAILEY J DIRECTOR AT LARGE 0.50 X 0 0 0 VANN KEVIN DIRECTOR 0.50 X 0 0 0 YAR MAGGIE DIRECTOR 0.50 X 0 0 0 BRADSHAW STEVE CHAIRMAN 2.00 X X 0 0 0 HEWITT JOHN CHAIR ELECT 1.00 X X 0 0 0 LAWHORN CARON VICE CHAIR 0.50 X X 0 0 0 RATCLIFF LARERONITA SECRETARY 0.50 X X 0 0 0 GATES CATHY TREASURER 1.00 X X 0 0 0 RHOADS MIKE ASST. SECRETARY 0.50 X X 0 0 0 SULLIVAN STUART ASST. TREASURER 0.50 X X 0 0 0 MEARS MIKE ETHICS OFFICER 0.50 X X 0 0 0 ANTHONY ALISON CHIEF OPERATING OFFICER 40.00 X 71377 0 4333 GRAHAM MARK CHIEF EXECUTIVE OFFICER 40.00 X X 315775 0 45523 KNOBBE JESSICA CHIEF FINANCIAL OFFICER 40.00 X 95673 0 16484 ORTOLANI BRENT VP, MARKETING 40.00 X 102512 0 15873 SADLER BRENT VP, COMMUNITY INVESTMENTS 40.00 X 103314 0 8936 688651 0 91149 3 0 1 0 0 24786161 311212 24786161 134663 134663 123830 114455 9375 9375 9375 MISC 900099 44976 44976 44976 24975175 44976 0 144038 20982460 20982460 420495 32111 227830 160554 1724310 503329 343622 877359 127759 40911 55694 31154 291370 64752 74777 151841 142131 38457 38736 64938 41716 41716 67391 65316 500 1575 124592 1373 6711 116508 47021 2579 35499 8943 40998 8809 27612 4577 83739 18508 34385 30846 16536 851 7014 8671 34489 13164 8494 12831 265723 26572 132862 106289 109496 15330 40513 53653 13054 2885 5360 4809 SPECIAL EVENT EXPENSES 138031 5600 25467 106964 49212 8826 22304 18082 24720523 21831833 1129096 1759594 911698 425683 7419369 9578408 17800586 16947998 61367 74777 26832 24328 3450606 3033843 465817 416763 1464105 1597543 8851104 8618964 54500 37000878 37738964 128833 127137 19572692 19877966 19701525 20005103 X 12107092 12359404 4192261 4374457 1000000 1000000 17299353 17733861 37000878 37738964 254652 179856 0 X X 0 1 X 1 0 X 24716373 26745213 26507915 24778602 24786161 127534264 24716373 26745213 26507915 24778602 24786161 127534264 7895822 119638442 73352 62922 73461 73637 134663 418035 5550 1420 52036 42938 44976 146920 128099219 0.93400 0.90960 X 1447086 221734 25000 8051 1635769 1340158 114380 7452 1447086 1407873 -10145 50000 7570 1340158 1417559 72863 75000 7549 1407873 1232997 221499 30000 6937 1417559 0.39000 0.61000 1 0 146587 146587 2895778 2660856 234922 408241 372987 35254 416763 CERTIFICATES OF DEPOSIT 8570822 F CASH MANAGEMENT FUND 48142 F 8618964 24471576 179856 34800 214656 24256920 718255 718255 24975175 24037068 34800 34800 24002268 718255 718255 24720523 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 718,255. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 718,255. 1 A NEW LEAF INC 2306 S 1ST PL BROKEN ARROW OK 74012 731042760 501 (C) 3 373950 FINANCIAL STABILITY AND HEALTH/SAFETY ABILITY RESOURCES INC 823 S DETROIT STE 110 TULSA OK 74120 731000572 501 (C) 3 156911 FINANCIAL STABILITY AMERICAN RED CROSS TULSA AREA CHAPTER 10151 E 11TH ST TULSA OK 74128 730579223 501 (C) 3 550000 HEALTH/SAFETY AND EDUCATION BARTLESVILLE UNITED WAY 415 SILAS STREET BARTLESVILLE OK 74003 237041295 501 (C) 3 5089 LOCAL CAMPAIGN DESIGNATIONS TO FUND HEALTH AND HUMAN SERVICE ORGANIZATIONS 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 RD TULSA OK 741464261 730579230 501 (C) 3 562740 EDUCATION BRIDGES FOUNDATION THE 1345 N LEWIS AVE TULSA OK 741104702 730740763 501 (C) 3 232000 FINANCIAL STABILITY BRISTOW SOCIAL SERVICES INC 206 S MAIN ST BRISTOW OK 74010 731345471 501 (C) 3 70667 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 312200 EDUCATION CARING COMMUNITY FRIENDS INC OF SAPULPA PO BOX 1524 SAPULPA OK 74067 731429214 501 (C) 3 27838 FINANCIAL STABILITY CARING COMMUNITY FRIENDS INC OF SAPULPA PO BOX 1524 SAPULPA OK 74067 731429214 501 (C) 3 37000 INNOVATION GRANT FOR BOOKMOBILE SNACK SHACK CENTER FOR EMPLOYMENT OPPORTUNITIES 111 W 5TH STREET STE 401 TULSA OK 74103 133843322 501 (C) 3 150000 FINANCIAL STABILITY CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES THE 815 S UTICA AVE TULSA OK 741043612 736070545 501 (C) 3 295695 HEALTH/SAFETY CHILD ABUSE NETWORK INC 2829 S SHERIDAN DR TULSA OK 74129 731325326 501 (C) 3 249000 HEALTH/SAFETY CITY YEAR 15 E FIFTH ST STE 1621 TULSA OK 74103 222882549 501 (C) 3 100000 COMMUNITY COLLABORATIVE IN SUPPORT OF EDUCATION COMMUNITY ACTION PROJECT OF TULSA COUNTY 4606 S GARNETT RD STE 100 TULSA OK 74146 731019247 501 (C) 3 658894 EDUCATION AND FINANCIAL STABILITY COMMUNITY HEALTH CHARITIES OF OK 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 30814 HEALTH (CITY & TPS DESIGNATIONS) COMMUNITY HEALTH CHARITIES OF OK 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 5145 DESIGNATIONS COMBINED STATE CAMPAIGN COMMUNITY SERVICE COUNCIL OF GREATER TULSA 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 216399 EDUCATION COMMUNITY SERVICE COUNCIL OF GREATER TULSA 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 160000 METROPOLITAN HUMAN SERVICE COMMISSION & PLANNING PROGRAMS 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 AND FINANCIAL STABILITY CROSSTOWN LEARNING CENTER 2501 E ARCHER TULSA OK 74110 730782748 501 (C) 3 140000 EDUCATION DOMESTIC VIOLENCE INTERVENTION SERVICES 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501 (C) 3 910000 HEALTH/SAFETY AND FINANCIAL STABILITY DOMESTIC VIOLENCE INTERVENTION SERVICES SAPULPA COUNTY FAMILY RESOURCE CENT 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501 (C) 3 52995 CAPACITY BUILDING DOMESTIC VIOLENCE INTERVENTION SERVICES 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501 (C) 3 50000 SPECIAL DESIGNATION FROM GKFF EASTERN OKLAHOMA DONATED DENTAL SERVICES 3741 S PEORIA AVE TULSA OK 74105 412103655 501 (C) 3 80000 HEALTH/SAFETY FAMILY AND CHILDREN'S SERVICES 650 S PEORIA AVE TULSA OK 74120 730580270 501 (C) 3 1678939 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY FAMILY AND CHILDREN'S SERVICES 650 S PEORIA AVE TULSA OK 74120 730580270 501 (C) 3 106011 COMMUNITY RESPONSE TEAM COMMUNITY COLLABORATIVE FIRST STEP MALE DIVERSION PROGRAM 240 E APACE ST STE 122 TULSA OK 74106 300934609 501 (C) 3 71250 INNOVATION GRANT FOR DRUG ABUSE RECOVERY GIRL SCOUTS OF EASTERN OKLAHOMA 2432 E 51ST ST TULSA OK 741056002 730579240 501 (C) 3 364994 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 479365 FINANCIAL STABILITY GROWING TOGETHER 20 E 5TH STREET STE 1020 TULSA OK 74103 471572366 501 (C) 3 100000 NEIGHBORHOOD REVITALIZATION HOSPICE OF GREEN COUNTRY INC 2121 S COLUMBIA STE 200 TULSA OK 741143516 731261742 501 (C) 3 73452 HEALTH/SAFETY HOSPICE OF GREEN COUNTRY INC 2121 S COLUMBIA STE 200 TULSA OK 741143516 731261742 501 (C) 3 50000 SPECIAL DESIGNATION FROM ANONYMOUS FOUNDATION TULSA COMMUNITY FOUNDATION 7030 S YALE AVE STE 600 TULSA OK 74136 731554474 501 (C) 3 200000 IMPACT TULSA COMMUNITY COLLABORATIVE EDUCATION INITIATIVE KIPP ACADEMY 1661 E VIRGIN ST TULSA OK 74106 113740269 501 (C) 3 372500 EDUCATION LAKE AREA UNITED WAY INC PO BOX 1612 MUSKOGEE OK 744021612 730581441 501 (C) 3 5838 LOCAL CAMPAIGN DESIGNATIONS TO FUND HEALTH AND HUMAN SERVICE ORGANIZATIONS LEADERSHIP TULSA NEW VOICES 1717 S BOULDER AVE STE 104 TULSA OK 74119 731042332 501 (C) 3 17000 INITIATIVE TO INCREASE DIVERSITY OF TAUW AGENCY BOARDS LEGAL SERVICES OF OKLAHOMA INC 907 S DETROIT STE 725 TULSA OK 74120 731022203 501 (C) 3 412660 FINANCIAL STABILITY LIFE SENIOR SERVICES INC 5950 E 31ST ST TULSA OK 741355114 731043783 501 (C) 3 765951 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP 907 S DETROIT STE 830 TULSA OK 74120 272323749 501 (C) 3 80000 FINANCIAL STABILITY WORKADVANCE FUND NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP 907 S DETROIT STE 830 TULSA OK 74120 272323749 501 (C) 3 175000 SPECIAL DESIGNATION FROM GKFF NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP 907 S DETROIT STE 830 TULSA OK 74120 272323749 501 (C) 3 80000 YOUTH WORKADVANCE INNOVATION GRANT NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP 907 S DETROIT STE 830 TULSA OK 74120 272323749 501 (C) 3 80000 BRIDGE FUNDING MENTAL HEALTH ASSOCIATION IN TULSA 1870 S BOULDER TULSA OK 741195234 730657931 501 (C) 3 516080 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY MENTAL HEALTH ASSOCIATION IN TULSA 1870 S BOULDER TULSA OK 741195234 730657931 501 (C) 3 61750 INNOVATION GRANT FOR A BETTER WAY DAY LABOR EMPLOYMENT MENTAL HEALTH ASSOCIATION IN TULSA 1870 S BOULDER TULSA OK 741195234 730657931 501 (C) 3 50000 SPECIAL DESIGNATION FROM GKFF MORTON COMPREHENSIVE HEALTH SERVICES 1334 NORTH LANSING AVE TULSA OK 74106 731177858 501 (C) 3 325000 HEALTH/SAFETY MORTON COMPREHENSIVE HEALTH SERVICES 1334 NORTH LANSING AVE TULSA OK 74106 731177858 501 (C) 3 90000 SPECIAL DESIGNATION FROM ANONYMOUS FOUNDATION OKLAHOMA INNOVATION INSTITUTE 100 S CINCINNATI AVE STE 1405 TULSA OK 74103 261317404 501 (C) 3 60000 STEM ALLIANCE OKMULGEE COUNTY FAMILY RESOURCE PO BOX 73 OKMULGEE OK 74447 731332643 501 (C) 3 129634 HEALTH/SAFETY AND FINANCIAL STABILITY OKMULGEE COUNTY HOMELESS SHELTER PO BOX 1635 OKMULGEE OK 74447 731485176 501 (C) 3 90000 FINANCIAL STABILITY AND HEALTH/SAFETY OKMULGEE OKFUSKEE COUNTY YOUTH 1950 N OKMULGEE OKMULGEE OK 74447 731486908 501 (C) 3 116868 HEALTH/SAFETY AND EDUCATION OPERATION AWARE OF OKLAHOMA INC 7226 E 41ST ST TULSA OK 74145 731112912 501 (C) 3 142778 EDUCATION OWASSO COMMUNITY RESOURCES 109 N BIRCH STE 109 OWASSO OK 74055 731445318 501 (C) 3 67213 FINANCIAL STABILITY PALMER CONTINUUM OF CARE INC 2442 MOHAWK BLVD TULSA OK 74110 562302027 501 (C) 3 306718 HEALTH/SAFETY PARENT CHILD CENTER OF TULSA THE 1421 S BOSTON AVE TULSA OK 741194032 731113167 501 (C) 3 590254 HEALTH/SAFETY PARENT CHILD CENTER OF TULSA THE 1421 S BOSTON AVE TULSA OK 741194032 731113167 501 (C) 3 25000 CONTRACT WORK FOR ANTI BULLYING INITIATIVE PARENT CHILD CENTER OF TULSA THE 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 275000 EDUCATION RETIRED SENIOR VOLUNTEER PROGRAM 5756 E 31ST ST TULSA OK 741355103 731009086 501 (C) 3 78913 EDUCATION ROGERS COUNTY UNITED WAY PO BOX 1165 CLAREMORE OK 74018 731249045 501 (C) 3 75000 FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS SHOW INC 425 W WELLS SAPULPA OK 74066 731028650 501 (C) 3 118835 FINANCIAL STABILITY AND HEALTH/SAFETY SALVATION ARMY THE 1616 S MAIN TULSA OK 74119 730579266 501 (C) 3 1394596 EDUCATION, HEALTH/SAFETY, AND FINANCIAL STABILITY SAND SPRINGS COMMUNITY SERVICES 15 E 2ND ST SAND SPRINGS OK 74063 730582550 501 (C) 3 72079 FINANCIAL STABILITY STREET SCHOOL 1135 S YALE AVE TULSA OK 741125396 730942963 501 (C) 3 290007 EDUCATION FOUNDATION FOR TULSA SCHOOLS 3027 S NEW HAVEN TULSA OK 741146131 731612027 501 (C) 3 317000 STRONG TOMORROWS PREGNANCY PREVENTION PROGRAM, INCLUDING SPECIAL DESIGNATION FROM GKFF TRISTESSE GRIEF CENTER 3930 E 31ST ST TULSA OK 74135 731619790 501 (C) 3 75000 HEALTH/SAFETY TSHA INC 8740 E 11TH ST STE A TULSA OK 741127957 736102812 501 (C) 3 216681 EDUCATION AND FINANCIAL STABILITY TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENTAL DISABILITIES 2516 E 71ST ST STE A TULSA OK 74136 730749376 501 (C) 3 176341 EDUCATION AND HEALTH/SAFETY TULSA BOYS HOME PO BOX 1101 TULSA OK 741011101 730579242 501 (C) 3 343495 HEALTH/SAFETY AND EDUCATION HIV RESOURCE CONSORTIUM INC 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 433385 HEALTH/SAFETY AND FINANCIAL STABILITY TULSA CAMPAIGN TO PREVENT TEEN PREGNANCY 1601 S MAIN STREET STE 200 TULSA OK 74119 471170599 501 (C) 3 120000 TEEN PREGNANCY PREVENTION PROGRAM TULSA CASA INC 700 S BOSTON STE 230 TULSA OK 74119 731312870 501 (C) 3 112609 HEALTH/SAFETY TULSA COUNTY CHILD PROTECTION CENTER 4300 SOUTH HARVARD STE 204 TULSA OK 74135 731554474 501 (C) 3 42500 MODEL COURT PROGRAM TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER TULSA OK 74103 731557819 501 (C) 3 235000 HEALTH/SAFETY AND FINANCIAL STABILITY 12 AND 12 INC 6333 E SKELLY DR TULSA OK 74135 731242962 501 (C) 3 300000 HEALTH/SAFETY AND FINANCIAL STABILITY WAGONER AREA NEIGHBORS PO BOX 933 WAGONER OK 74477 731351405 501 (C) 3 66150 FINANCIAL STABILITY YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA 420 S MAIN STE 200 TULSA OK 74103 730579269 501 (C) 3 711518 HEALTH/SAFETY AND EDUCATION YOUNG WOMENS CHRISTIAN ASSOCIATION 1910 S LEWIS AVE STE 200 TULSA OK 741045708 730579296 501 (C) 3 428018 EDUCATION AND FINANCIAL STABILITY YOUTH AT HEART 6026 S SHERIDAN RD TULSA OK 74145 731043630 501 (C) 3 230300 EDUCATION YOUTH SERVICES OF CREEK COUNTY PO BOX 2346 SAPULPA OK 740672346 731301335 501 (C) 3 150000 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY YOUTH SERVICES OF TULSA 311 S MADISON TULSA OK 74120 730785251 501 (C) 3 757336 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY 72 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 TAUW COMMUNITY INVESTMENTS (CI) STAFF, 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 PANEL RECOMMENDATIONS, THEN THE DIVISION LEADERS MEET TO FINALIZE AND APPROVE THE FUNDING RECOMMENDATIONS. THE TOTAL RECOMMENDED FUNDING IS PRESENTED TO THE CI CABINET, AND THEN TO THE TULSA AREA UNITED WAY BOARD 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. THE STATE CHARITABLE CAMPAIGN (SCC) ALLOWS EMPLOYEES OF THE STATE OF OKLAHOMA TO CONTRIBUTE TO SEVERAL FULLY ACCOUNTABLE PRIVATE NONPROFIT SOCIAL, HEALTH, AND WELFARE ORGANIZATIONS ON A VOLUNTARY BASIS. DONATIONS DISTRIBUTED BY THE TULSA AREA UNITED WAY ON BEHALF OF STATE EMPLOYEES TO THESE AGENCIES ARE NOTED WITH "DESIGNATIONS STATE CHARITABLE CAMPAIGN" IN SCHEDULE I. THE SCC IS GOVERNED BY THE OVERSIGHT COMMITTEE FOR STATE EMPLOYEE CHARITABLE CONTRIBUTIONS (OCSECC), COMPRISED OF STATE EMPLOYEE APPOINTEES, WHICH ACTS AS THE CAMPAIGN'S BOARD OF DIRECTORS APPROVING CHARITIES TO PARTICIPATE, OVERSEEING CAMPAIGN PROCEDURES, AND CONTRACTING WITH A NON-PROFIT ORGANIZATION TO MANAGE THE CAMPAIGN ANNUALLY. X X X X 0 0 0 0 0 0 0 1 0 GRAHAM MARK CHIEF EXECUTIVE OFFICER 250107 0 65000 0 668 0 22056 0 23467 0 361298 0 0 0 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 COMMITEE 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 PRESIDENT BLUE CROSS B DIRECTOR 347660 HEALTH INSURANCE PROVIDER 0 X 8 42500 FAIR MARKET VALUE X 17 185712 FAIR MARKET VALUE X FULL PAGE ADS 13 71000 FAIR MARKET VALUE X AIRLINE TICKETS 2 12000 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 3 BEGINNING IN FALL 2017, TULSA AREA UNITED WAY CEASED TO SERVE AS THE PRINCIPAL COMBINED FUND ORGANIZATION (PCFO) FOR THE GREATER TULSA AREA COMBINED FEDERAL CAMPAIGN (CFC). THE CFC WAS REORGANIZED UNDER A WEB-BASED SYSTEM THAT WILL ACT AS A SINGLE GIVING SYSTEM AND ELIMINATED THE NEED FOR MANUAL PROCESSING FUNCTIONS, PREVIOUSLY PERFORMED BY THE PCFO. FORM 990, PART VI, SECTION A, LINE 2 WITHIN THE BOARD OF DIRECTORS, BOARD CHAIR STEVE BRADSHAW AND DIRECTOR MARLA BRADSHAW HAVE A FAMILY RELATIONSHIP. ADDITIONALLY, 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 INTERESTS 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 ANY CONCERNS REGARDING A POTENTIAL CONFLICT 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 THE FORM 990 IS PROVIDED TO AND REVIEWED WITH THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THEN AN EMAIL WAS SENT TO ALL BOARD OF DIRECTORS ADVISING THEM THE 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 INTERESTS THAT COULD GIVE RISE TO CONFLICTS. CIRCUMSTANCES WHICH CREATE POSSIBLE CONFLICTS ARE REVIEWED, AND IF IT IS DETERMINED 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 ANY CONCERNS REGARDING A POTENTIAL CONFLICT OF INTEREST AND TAKE APPROPRIATE ACTION TO RESOLVE ANY CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS APPROVED ANNUALLY BY THE BOARD COMPENSATION COMMITTEE WHICH IS MADE UP OF CURRENT AND FORMER DIRECTORS 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 HIS CONSIDERATION. THE BOARD COMPENSATION COMMITTEE 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. FORM 990, PART VI, SECTION C, LINE 19 OUR FINANCIAL STATEMENTS ARE IN OUR ANNUAL REPORT AND ARE PUBLISHED IN OUR LOCAL NEWSPAPER, A LOCAL MAGAZINE, AND OUR LOCAL WEBSITE. OUR GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SEC A ALISON ANTHONY BECAME CHIEF OPERATING OFFICER (COO) OF THE ORGANIZATION EFFECTIVE AUGUST 24, 2017. PRIOR TO THAT TIME, SHE SERVED AS A DIRECTOR ON THE BOARD AND WAS NOT COMPENSATED FOR HER WORK. COMPENSATION SHOWN FOR MS. ANTHONY IS STRICTLY FOR HER ROLE AS COO AUGUST 24, 2017 - DECEMBER 31, 2017 AND NOT THE ROLE AS DIRECTOR ON THE BOARD. FORM 990, PART XII, LINE 2C THERE WERE NO CHANGES IN THE PROCESS FROM THE PREVIOUS YEAR.