TULSA AREA UNITED WAY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: TULSA AREA UNITED WAY (EIN 73-0580283)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-08-09
IRS object ID: 201732219349301268
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-08-09T14:56:31-05:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	731413977	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HOGANTAYLOR LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2222 S UTICA PL SUITE 200	AddressLine1Txt
City	TULSA	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	741147002	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	730580283	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TULSA AREA UNITED WAY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TULS	BusinessNameControlTxt
Phone	9185837171	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1430 SOUTH BOULDER	AddressLine1Txt
City	TULSA	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	74119	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK R GRAHAM	PersonNm
Person Title	PRESIDENT AND CEO	PersonTitleTxt
Phone	9185837171	PhoneNum
Signature	2017-08-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LOU ANN GIBSON	PreparerPersonNm
PTIN	P00405885	PTIN
Phone	9187452333	PhoneNum
Preparation	2017-07-31	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	98.184.84.130	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-08-02	IPDt
IP Tm	10:55:47	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	B16614D77C9EA8B7E603846EE737139AE3134DB7	AtSubmissionCreationDeviceId
At Submission Filing Device Id	BF10EE6AC6DDD4DF2D973F1109869A731C1D5CDD	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MARK R GRAHAM	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1430 SOUTH BOULDER	AddressLine1Txt
City	TULSA	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	74119	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$25,048,775	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.TAUW.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1924	FormationYr
Legal Domicile State	OK	LegalDomicileStateCd
Activity Or Mission	WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	53	VotingMembersGoverningBodyCnt
Voting Members Independent	52	VotingMembersIndependentCnt
Total Employee	38	TotalEmployeeCnt
Total Volunteers	7794	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$26,507,915	PYContributionsGrantsAmt
CY Contributions Grants	$24,778,597	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$330,589	PYInvestmentIncomeAmt
CY Investment Income	$57,298	CYInvestmentIncomeAmt
PY Other Revenue	$61,185	PYOtherRevenueAmt
CY Other Revenue	$42,938	CYOtherRevenueAmt
PY Total Revenue	$26,899,689	PYTotalRevenueAmt
CY Total Revenue	$24,878,833	CYTotalRevenueAmt
PY Grants And Similar Paid	$23,126,073	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$21,019,600	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,458,438	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,646,882	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,881,840	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,021,833	PYOtherExpensesAmt
CY Other Expenses	$1,151,943	CYOtherExpensesAmt
PY Total Expenses	$26,606,344	PYTotalExpensesAmt
CY Total Expenses	$24,818,425	CYTotalExpensesAmt
PY Revenues Less Expenses	$293,345	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$60,408	CYRevenuesLessExpensesAmt
Total Assets BOY	$38,336,537	TotalAssetsBOYAmt
Total Assets EOY	$37,000,878	TotalAssetsEOYAmt
Total Liabilities BOY	$21,181,199	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$19,701,525	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$17,155,338	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$17,299,353	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$8,631,878	ExpenseAmt
Grant	$8,305,902	GrantAmt
Desc	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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$5,754,586	ExpenseAmt
Grant	$5,537,268	GrantAmt
Desc	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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$4,795,487	ExpenseAmt
Grant	$4,614,390	GrantAmt
Desc	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.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)

ExpenseExpenseAmt	GrantGrantAmt	DescDesc
$274,921	$271,000	INNOVATION GRANTS
$355,579	$318,940	COMBINED FEDERAL CAMPAIGN DESIGNATIONS
$9,074	$9,069	COMBINED STATE CAMPAIGN DESIGNATIONS
$75,304	$75,000	ROGERS COUNTY UNITED WAY
$68,937	$68,682	OTHER DESIGNATIONS
$834,348	$834,348	OTHER SPECIAL GRANTS
$1,034,902	$985,000	COLLABORATIVE FUNDING

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$2,653,065	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$2,562,039	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$21,835,016	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	18	IRPDocumentCnt
IRP Document W2 G	2	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	38	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	53	GoverningBodyVotingMembersCnt
Independent Voting Member	52	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JESSICA KNOBBE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9185837171	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1430 SOUTH BOULDER	AddressLine1Txt
City	TULSA	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	74119	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ANTHONY ALISON
DIRECTOR	0.50	Yes (X)	$0	$0	$0
BACHMAN PAGE
ETHICS OFFICER	0.50	Yes (X)	$0	$0	$0	Yes (X)
BARIMO BASIL
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
BASU MONICA
DIRECTOR	0.50	Yes (X)	$0	$0	$0
BOUDIETTE JESSE
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
BRADSHAW MARLA
DIRECTOR	0.50	Yes (X)	$0	$0	$0
BRADSHAW STEVE
CHAIR ELECT	2.00	Yes (X)	$0	$0	$0	Yes (X)
BREWER DAVID
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
CADIEUX CHET
DIRECTOR	0.50	Yes (X)	$0	$0	$0
CALLISON JEFF
DIRECTOR	0.50	Yes (X)	$0	$0	$0
CAPRON STEVE
DIRECTOR	0.50	Yes (X)	$0	$0	$0
CHRISTNER DANNY
DIRECTOR	0.50	Yes (X)	$0	$0	$0
CLANCY GERRY
DIRECTOR	0.50	Yes (X)	$0	$0	$0
COBURN MERIDITH
DIRECTOR	0.50	Yes (X)	$0	$0	$0
COLLINS BILL
DIRECTOR	0.50	Yes (X)	$0	$0	$0
COOK PHIL
DIRECTOR	0.50	Yes (X)	$0	$0	$0
CRAFT JW
DIRECTOR	0.50	Yes (X)	$0	$0	$0
DRAHEIM ERIC
DIRECTOR	0.50	Yes (X)	$0	$0	$0
ELLINOR DAN
DIRECTOR	0.50	Yes (X)	$0	$0	$0
ERVIN-JOHNSON KATHY
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
ESLICKER LEE
DIRECTOR	0.50	Yes (X)	$0	$0	$0
FERNANDEZ SHANE
DIRECTOR	0.50	Yes (X)	$0	$0	$0
FRANK BECKY
DIRECTOR	0.50	Yes (X)	$0	$0	$0
GATES CATHY
TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
GIST DEBORAH
DIRECTOR	0.50	Yes (X)	$0	$0	$0
GOODSON LEIGH
DIRECTOR	0.50	Yes (X)	$0	$0	$0
GORE KEVIN
DIRECTOR	0.50	Yes (X)	$0	$0	$0
GRAHAM MARK
PRESIDENT AND CEO	40.00	Yes (X)	$292,627	$0	$34,932	Yes (X)
GROSS KEVIN
DIRECTOR	0.50	Yes (X)	$0	$0	$0
HARDIN TRACY
DIRECTOR	0.50	Yes (X)	$0	$0	$0
HAYNES TED
CHAIRMAN	2.00	Yes (X)	$0	$0	$0	Yes (X)
HAYS KIRK
DIRECTOR	0.50	Yes (X)	$0	$0	$0
HEWITT JOHN
DIRECTOR	0.50	Yes (X)	$0	$0	$0
HICKEY JOHN
DIRECTOR	0.50	Yes (X)	$0	$0	$0
HOLLOWAY ANITA
DIRECTOR	0.50	Yes (X)	$0	$0	$0
HUCK PAULA
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
JACKSON BETSY
DIRECTOR	0.50	Yes (X)	$0	$0	$0
LAKIN PHIL
DIRECTOR	0.50	Yes (X)	$0	$0	$0
LANGDON JIM
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
LAWHORN CARON
VICE CHAIR	0.50	Yes (X)	$0	$0	$0	Yes (X)
LEEMHUIS MANDY
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
LINDSAY JOHN
DIRECTOR	0.50	Yes (X)	$0	$0	$0
LUTHEY DEAN
DIRECTOR	0.50	Yes (X)	$0	$0	$0
MACLEOD MARCIA
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
MARTINOVICH ROB
DIRECTOR	0.50	Yes (X)	$0	$0	$0
MASTERSON BILL
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
MCINTOSH STEVE
DIRECTOR	0.50	Yes (X)	$0	$0	$0
MEARS MIKE
DIRECTOR	0.50	Yes (X)	$0	$0	$0
MILLER CHAD
DIRECTOR	0.50	Yes (X)	$0	$0	$0
MITCHELL CHUCK
DIRECTOR	0.50	Yes (X)	$0	$0	$0
NEILL DENNIS
DIRECTOR	0.50	Yes (X)	$0	$0	$0
NEUMAIER KARL
DIRECTOR	0.50	Yes (X)	$0	$0	$0
RATCLIFF LARERONITA
SECRETARY	0.50	Yes (X)	$0	$0	$0	Yes (X)
REDMAN MICHAEL
COUNSEL	0.50	Yes (X)	$0	$0	$0
RHOADS MIKE
ASST. SECRETARY	0.50	Yes (X)	$0	$0	$0	Yes (X)
RICHARDS ERIC
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
ROECKER CINDY
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
SCHUMANN JOHN
DIRECTOR	0.50	Yes (X)	$0	$0	$0
SELSER JANET
DIRECTOR	0.50	Yes (X)	$0	$0	$0
SHIRLEY DAVE
DIRECTOR AT LARGE	0.50	Yes (X)	$0	$0	$0
SULLIVAN STUART
ASST. TREASURER	0.50	Yes (X)	$0	$0	$0	Yes (X)
SWANSON CLINT
DIRECTOR	0.50	Yes (X)	$0	$0	$0
WILSON MARK
DIRECTOR	0.50	Yes (X)	$0	$0	$0
YAR MAGGIE
DIRECTOR	0.50	Yes (X)	$0	$0	$0
KNOBBE JESSICA L
VP/CFO	40.00		$94,390	$0	$14,465	Yes (X)
HAILEY LAURA
FORMER SR. VP RESOURCE DEVELOPMENT	40.00		$112,603	$0	$20,330		Yes (X)
ORTOLANI BRENT
VP, MARKETING	40.00		$107,074	$0	$14,687		Yes (X)
SADLER BRENT
VP, COMMUNITY INVESTMENTS	40.00		$100,766	$0	$8,433		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$707,460	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$92,847	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$24,778,597	AllOtherContributionsAmt
Noncash Contributions	$244,899	NoncashContributionsAmt
Total Contributions	$24,778,597	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$73,638	TotalRevenueColumnAmt
Exclusion	$73,638	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$153,602	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$153,058	SecuritiesAmt
Other	$16,884	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$544	SecuritiesAmt
Other	-$16,884	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$16,340	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$16,884	RelatedOrExemptFuncIncomeAmt
Exclusion	$544	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISC	Desc
Business	900099	BusinessCd
Total Revenue Column	$42,938	TotalRevenueColumnAmt
Related Or Exempt Func Income	$42,938	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$42,938	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$24,878,833	TotalRevenueColumnAmt
Related Or Exempt Func Income	$26,054	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$74,182	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$21,019,600	TotalAmt
Program Services	$21,019,600	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$393,048	TotalAmt
Program Services	$28,990	ProgramServicesAmt
Management And General	$216,147	ManagementAndGeneralAmt
Fundraising	$147,911	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,703,668	TotalAmt
Program Services	$457,075	ProgramServicesAmt
Management And General	$336,288	ManagementAndGeneralAmt
Fundraising	$910,305	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$163,787	TotalAmt
Program Services	$36,195	ProgramServicesAmt
Management And General	$52,858	ManagementAndGeneralAmt
Fundraising	$74,734	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$242,516	TotalAmt
Program Services	$44,618	ProgramServicesAmt
Management And General	$62,858	ManagementAndGeneralAmt
Fundraising	$135,040	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$143,863	TotalAmt
Program Services	$36,259	ProgramServicesAmt
Management And General	$38,078	ManagementAndGeneralAmt
Fundraising	$69,526	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$33,750	TotalAmt
Management And General	$33,750	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$120,250	TotalAmt
Program Services	$108,548	ProgramServicesAmt
Management And General	$11,102	ManagementAndGeneralAmt
Fundraising	$600	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$140,330	TotalAmt
Program Services	$460	ProgramServicesAmt
Management And General	$5,544	ManagementAndGeneralAmt
Fundraising	$134,326	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$54,126	TotalAmt
Program Services	$3,899	ProgramServicesAmt
Management And General	$35,504	ManagementAndGeneralAmt
Fundraising	$14,723	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$41,461	TotalAmt
Program Services	$10,412	ProgramServicesAmt
Management And General	$26,322	ManagementAndGeneralAmt
Fundraising	$4,727	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$75,847	TotalAmt
Program Services	$16,905	ProgramServicesAmt
Management And General	$29,405	ManagementAndGeneralAmt
Fundraising	$29,537	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$16,571	TotalAmt
Program Services	$817	ProgramServicesAmt
Management And General	$6,377	ManagementAndGeneralAmt
Fundraising	$9,377	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$33,828	TotalAmt
Program Services	$6,205	ProgramServicesAmt
Management And General	$9,292	ManagementAndGeneralAmt
Fundraising	$18,331	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$290,481	TotalAmt
Program Services	$29,048	ProgramServicesAmt
Management And General	$145,241	ManagementAndGeneralAmt
Fundraising	$116,192	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$113,110	TotalAmt
Program Services	$14,704	ProgramServicesAmt
Management And General	$41,851	ManagementAndGeneralAmt
Fundraising	$56,555	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$12,575	TotalAmt
Program Services	$2,803	ProgramServicesAmt
Management And General	$4,875	ManagementAndGeneralAmt
Fundraising	$4,897	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SPECIAL EVENT EXPENSES	$159,849	$500	$22,768	$136,581
OTHER MISC. EXPENSES	$59,765	$17,978	$23,309	$18,478

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$24,818,425	TotalAmt
Program Services	$21,835,016	ProgramServicesAmt
Management And General	$1,101,569	ManagementAndGeneralAmt
Fundraising	$1,881,840	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$778,785	BOYAmt
EOY	$911,698	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$8,886,810	BOYAmt
EOY	$7,419,369	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$18,142,894	BOYAmt
EOY	$17,800,586	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$35,181	BOYAmt
EOY	$61,367	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$28,254	BOYAmt
EOY	$26,832	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,400,440	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,934,623	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$570,966	BOYAmt
EOY	$465,817	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,310,134	BOYAmt
EOY	$1,464,105	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$8,583,513	BOYAmt
EOY	$8,851,104	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$38,336,537	BOYAmt
EOY	$37,000,878	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$174,998	BOYAmt
EOY	$128,833	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$21,006,201	BOYAmt
EOY	$19,572,692	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$21,181,199	BOYAmt
EOY	$19,701,525	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,239,912	BOYAmt
EOY	$12,107,092	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,915,426	BOYAmt
EOY	$4,192,261	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,000,000	BOYAmt
EOY	$1,000,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$17,155,338	BOYAmt
EOY	$17,299,353	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$38,336,537	BOYAmt
EOY	$37,000,878	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$60,408	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$83,607	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$25,253,298	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$24,716,373	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,745,213	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,507,915	CurrentTaxYearMinus1YearAmt
Current Tax Year	$24,778,602	CurrentTaxYearAmt
Total	$128,001,401	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$25,253,298	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$24,716,373	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,745,213	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,507,915	CurrentTaxYearMinus1YearAmt
Current Tax Year	$24,778,602	CurrentTaxYearAmt
Total	$128,001,401	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$10,793,511	SubstantialContributorsTotAmt
Public Support Total170	$117,207,890	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$96,845	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$119,211	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$120,226	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$334,312	CurrentTaxYearMinus1YearAmt
Current Tax Year	$74,182	CurrentTaxYearAmt
Total	$744,776	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,510	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,550	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,420	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$52,036	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,938	CurrentTaxYearAmt
Total	$106,454	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$128,852,631	TotalSupportAmt
Public Support CY170	0.90960	PublicSupportCY170Pct
Public Support PY170	0.90920	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,340,158	BeginningYearBalanceAmt
Investment Earnings Or Losses	$114,380	InvestmentEarningsOrLossesAmt
Administrative Expenses	$7,452	AdministrativeExpensesAmt
End Year Balance	$1,447,086	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,407,873	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$10,145	InvestmentEarningsOrLossesAmt
Other Expenditures	$50,000	OtherExpendituresAmt
Administrative Expenses	$7,570	AdministrativeExpensesAmt
End Year Balance	$1,340,158	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,417,559	BeginningYearBalanceAmt
Investment Earnings Or Losses	$72,863	InvestmentEarningsOrLossesAmt
Other Expenditures	$75,000	OtherExpendituresAmt
Administrative Expenses	$7,549	AdministrativeExpensesAmt
End Year Balance	$1,407,873	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,232,997	BeginningYearBalanceAmt
Investment Earnings Or Losses	$221,499	InvestmentEarningsOrLossesAmt
Other Expenditures	$30,000	OtherExpendituresAmt
Administrative Expenses	$6,937	AdministrativeExpensesAmt
End Year Balance	$1,417,559	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,106,452	BeginningYearBalanceAmt
Investment Earnings Or Losses	$132,889	InvestmentEarningsOrLossesAmt
Administrative Expenses	$6,344	AdministrativeExpensesAmt
End Year Balance	$1,232,997	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.31000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.69000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$146,586	OtherCostOrOtherBasisAmt
Book Value	$146,586	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,868,641	OtherCostOrOtherBasisAmt
Depreciation	$2,589,455	DepreciationAmt
Book Value	$279,186	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$385,213	OtherCostOrOtherBasisAmt
Depreciation	$345,168	DepreciationAmt
Book Value	$40,045	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$465,817	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
CERTIFICATES OF DEPOSIT	$8,809,694	F
CASH MANAGEMENT FUND	$41,410	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$8,851,104	TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt	$24,111,392	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$83,607	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$53,760	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$137,367	RevenueNotReportedAmt
Revenue Subtotal	$23,974,025	RevenueSubtotalAmt
Other Revenues Not Included	$904,808	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$904,808	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$24,878,833	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$23,967,377	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$53,760	DonatedServicesUseFcltsAmt
Losses Reported	$16,884	LossesReportedAmt
Expenses Not Reported	$70,644	ExpensesNotReportedAmt
Expenses Subtotal	$23,896,733	ExpensesSubtotalAmt
Other Expenses Not Included	$921,692	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$921,692	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$24,818,425	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 921,692. LOSS ON DISPOSAL OF ASSET -16,884.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	DESIGNATIONS TO OTHER CHARITIES 921,692.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (111 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
A NEW LEAF INC
2306 S 1ST PL	BROKEN ARROW	OK	74012	731042760	501 (C) 3	$373,950	FINANCIAL STABILITY AND HEALTH/SAFETY
ABILITY RESOURCES INC
823 S DETROIT STE 110	TULSA	OK	74120	731000572	501 (C) 3	$156,911	FINANCIAL STABILITY
AMERICAN RED CROSS TULSA AREA CHAPTER
10151 E 11TH ST	TULSA	OK	74128	730579223	501 (C) 3	$550,000	HEALTH/SAFETY AND EDUCATION
BARTLESVILLE UNITED WAY
415 SILAS STREET	BARTLESVILLE	OK	74003	237041295	501 (C) 3	$21,730	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	$309,217	EDUCATION
BOY SCOUTS OF AMERICA
4295 S GARNETT RD	TULSA	OK	741464261	730579230	501 (C) 3	$562,740	EDUCATION
BRIDGES FOUNDATION THE
1345 N LEWIS AVE	TULSA	OK	741104702	730740763	501 (C) 3	$232,000	FINANCIAL STABILITY
BRISTOW SOCIAL SERVICES INC
206 S MAIN ST	BRISTOW	OK	74010	731345471	501 (C) 3	$70,667	FINANCIAL STABILITY
BROKEN ARROW NEIGHBORS
322 W BROADWAY	BROKEN ARROW	OK	74012	731195548	501 (C) 3	$80,192	FINANCIAL STABILITY
BROKEN ARROW SENIORS INC
1800 S MAIN ST	BROKEN ARROW	OK	74012	731325797	501 (C) 3	$44,269	HEALTH/SAFETY
CAMP FIRE USA GREEN COUNTRY COUNCIL INC
706 S BOSTON AVE	TULSA	OK	741191610	730579231	501 (C) 3	$312,200	EDUCATION
CAMP FIRE USA GREEN COUNTRY COUNCIL INC SAPULPA COUNTY FAMILY RESOURCE CENT
706 S BOSTON AVE	TULSA	OK	741191610	730579231	501 (C) 3	$42,000	CAPACITY BUILDING
CAMP FIRE USA GREEN COUNTRY COUNCIL INC SAPULPA COUNTY FAMILY RESOURCE CENT
706 S BOSTON AVE	TULSA	OK	741191610	730579231	501 (C) 3	$6,695	EMERGENCY FUNDING
CARING COMMUNITY FRIENDS INC OF SAPULPA
PO BOX 1524	SAPULPA	OK	74067	731429214	501 (C) 3	$27,838	FINANCIAL STABILITY
CENTER FOR EMPLOYMENT OPPORTUNITIES
111 W 5TH STREET STE 401	TULSA	OK	74103	133843322	501 (C) 3	$123,000	FINANCIAL STABILITY
CENTER FOR EMPLOYMENT OPPORTUNITIES
111 W 5TH STREET STE 401	TULSA	OK	74103	133843322	501 (C) 3	$25,000	INNOVATION GRANT
CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES THE
815 S UTICA AVE	TULSA	OK	741043612	736070545	501 (C) 3	$295,695	HEALTH/SAFETY
CHILD ABUSE NETWORK INC
2829 S SHERIDAN DR	TULSA	OK	74129	731325326	501 (C) 3	$249,000	HEALTH/SAFETY
CITY YEAR
15 E FIFTH ST STE 1621	TULSA	OK	74103	222882549	501 (C) 3	$100,000	EDUCATION
COMMUNITY ACTION PROJECT OF TULSA COUNTY
4606 S GARNETT RD STE 100	TULSA	OK	74146	731019247	501 (C) 3	$658,894	EDUCATION AND FINANCIAL STABILITY
COMMUNITY HEALTH CHARITIES OF OK
7600 NEWCASTLE RD	OKLAHOMA CITY	OK	731693000	731337456	501 (C) 3	$27,758	HEALTH (CITY & TPS DESIGNATIONS)
COMMUNITY SERVICE COUNCIL OF GREATER TULSA
16 E 16TH ST STE 202	TULSA	OK	741194406	730580282	501 (C) 3	$216,399	EDUCATION
COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL
16 E 16TH ST STE 202	TULSA	OK	741194406	730580282	501 (C) 3	$158,427	METROPOLITAN HUMAN SERVICE COMMISSION & PLANNING PROGRAMS
COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL
16 E 16TH ST STE 202	TULSA	OK	741194406	730580282	501 (C) 3	$120,000	A WAY HOME FOR TULSA-HOMELESS COLLABORATIVE
COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL
16 E 16TH ST STE 202	TULSA	OK	741194406	730580282	501 (C) 3	$100,000	SPECIAL GRANT
CREEK COUNTY LITERACY PROGRAM
15 N POPLAR	SAPULPA	OK	74066	731376512	501 (C) 3	$34,640	EDUCATION
CROSSROADS INC
1888 E 15TH ST	TULSA	OK	74114	731447897	501 (C) 3	$106,021	HEALTH/SAFETY AND FINANCIAL STABILITY
CROSSTOWN LEARNING CENTER
2501 E ARCHER	TULSA	OK	74110	730782748	501 (C) 3	$140,000	EDUCATION
DOMESTIC VIOLENCE INTERVENTION SERVICES
4300 S HARVARD STE 100	TULSA	OK	741352608	731028332	501 (C) 3	$910,000	HEALTH/SAFETY AND FINANCIAL STABILITY
DOMESTIC VIOLENCE INTERVENTION SERVICES
4300 S HARVARD STE 100	TULSA	OK	741352608	731028332	501 (C) 3	$40,000	INNOVATION GRANT
EASTERN OKLAHOMA DONATED DENTAL SERVICES
3741 S PEORIA AVE	TULSA	OK	74105	412103655	501 (C) 3	$130,000	HEALTH/SAFETY
FAMILY AND CHILDREN'S SERVICES
650 S PEORIA AVE	TULSA	OK	74120	730580270	501 (C) 3	$1,678,939	HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY
FAMILY AND CHILDREN'S SERVICES
650 S PEORIA AVE	TULSA	OK	74120	730580270	501 (C) 3	$9,349	CAPACITY BUILDING
GATESWAY FOUNDATION
1217 E COLLEGE	BROKEN ARROW	OK	74012	730746440	501 (C) 3	$25,000	INNOVATION GRANT
GIRL SCOUTS OF EASTERN OKLAHOMA
2432 E 51ST ST	TULSA	OK	741056002	730579240	501 (C) 3	$364,994	EDUCATION
GLOBAL GARDENS
PO BOX 52034	TULSA	OK	74152	205717276	501 (C) 3	$69,000	EDUCATION
GOODWILL INDUSTRIES OF TULSA
2800 SOUTHWEST BLVD	TULSA	OK	74107	730614297	501 (C) 3	$445,265	FINANCIAL STABILITY
GROWING TOGETHER
20 E 5TH STREET STE 1020	TULSA	OK	74103	471572366	501 (C) 3	$200,000	NEIGHBORHOOD REVITALIZATION
HOSPICE OF GREEN COUNTRY INC
2121 S COLUMBIA STE 200	TULSA	OK	741143516	731261742	501 (C) 3	$73,452	HEALTH/SAFETY
HOSPICE OF GREEN COUNTRY INC
2121 S COLUMBIA STE 200	TULSA	OK	741143516	731261742	501 (C) 3	$50,000	SPECIAL GRANT
JAMES INC
PO BOX 194	OWASSO	OK	74135	830752709	501 (C) 3	$5,000	INNOVATION GRANT
KIPP ACADEMY
1661 E VIRGIN ST	TULSA	OK	74106	113740269	501 (C) 3	$372,500	EDUCATION
LAKE AREA UNITED WAY INC
PO BOX 1612	MUSKOGEE	OK	744021612	730581441	501 (C) 3	$7,102	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	$20,200	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	$412,660	FINANCIAL STABILITY
LIFE SENIOR SERVICES INC
5950 E 31ST ST	TULSA	OK	741355114	731043783	501 (C) 3	$765,951	HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY
NEW VIEW OKLAHOMA
5986 S YALE AVENUE	TULSA	OK	74135	730592386	501 (C) 3	$25,000	INNOVATION GRANT
NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP
907 S DETROIT STE 830	TULSA	OK	74120	272323749	501 (C) 3	$300,000	WORKADVANCE FUND
NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP
907 S DETROIT STE 830	TULSA	OK	74120	272323749	501 (C) 3	$80,000	BRIDGE FUNDING
MENTAL HEALTH ASSOCIATION IN TULSA
1870 S BOULDER	TULSA	OK	741195234	730657931	501 (C) 3	$516,080	HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY
MORTON COMPREHENSIVE HEALTH SERVICES
1334 NORTH LANSING AVE	TULSA	OK	74106	731177858	501 (C) 3	$225,000	HEALTH/SAFETY
MORTON COMPREHENSIVE HEALTH SERVICES
1334 NORTH LANSING AVE	TULSA	OK	74106	731177858	501 (C) 3	$50,000	SPECIAL GRANT
OKLAHOMA INNOVATION INSTITUTE
100 S CINCINNATI AVE STE 1405	TULSA	OK	74103	261317404	501 (C) 3	$60,000	STEM ALLIANCE
OKMULGEE COUNTY FAMILY RESOURCE
PO BOX 73	OKMULGEE	OK	74447	731332643	501 (C) 3	$129,634	HEALTH/SAFETY AND FINANCIAL STABILITY
OKMULGEE COUNTY HOMELESS SHELTER
PO BOX 1635	OKMULGEE	OK	74447	731485176	501 (C) 3	$80,000	FINANCIAL STABILITY AND HEALTH/SAFETY
OKMULGEE COUNTY HOMELESS SHELTER
PO BOX 1635	OKMULGEE	OK	74447	731485176	501 (C) 3	$6,710	EMERGENCY FUNDING
OKMULGEE OKFUSKEE COUNTY YOUTH
1950 N OKMULGEE	OKMULGEE	OK	74447	731486908	501 (C) 3	$116,868	HEALTH/SAFETY AND EDUCATION
OPERATION AWARE OF OKLAHOMA INC
7226 E 41ST ST	TULSA	OK	74145	731112912	501 (C) 3	$142,778	EDUCATION
OWASSO COMMUNITY RESOURCES
109 N BIRCH STE 109	OWASSO	OK	74055	731445318	501 (C) 3	$67,213	FINANCIAL STABILITY
PALMER CONTINUUM OF CARE INC
2442 MOHAWK BLVD	TULSA	OK	74110	562302027	501 (C) 3	$306,718	HEALTH/SAFETY
PARENT CHILD CENTER OF TULSA THE
1421 S BOSTON AVE	TULSA	OK	741194032	731113167	501 (C) 3	$590,254	HEALTH/SAFETY
PARENT CHILD CENTER OF TULSA THE
1421 S BOSTON AVE	TULSA	OK	741194032	731113167	501 (C) 3	$75,000	ANTI BULLYING INITIATIVE
PARENT CHILD CENTER OF TULSA THE
1421 S BOSTON AVE	TULSA	OK	741194032	731113167	501 (C) 3	$80,000	SAFE BABIES COURT
READING PARTNERS
110 WEST 7TH STREET	TULSA	OK	74119	770568469	501 (C) 3	$188,652	EDUCATION
REBUILDING TOGETHER TULSA
701 SOUTH MAIN STREET	TULSA	OK	74119	731528164	501 (C) 3	$5,000	SPECIAL GRANT
RETIRED SENIOR VOLUNTEER PROGRAM
5756 E 31ST ST	TULSA	OK	741355103	731009086	501 (C) 3	$78,913	EDUCATION
ROGERS COUNTY UNITED WAY
PO BOX 1165	CLAREMORE	OK	74018	731249045	501 (C) 3	$75,000	FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS
ROGERS COUNTY UNITED WAY
PO BOX 1165	CLAREMORE	OK	74018	731249045	501 (C) 3	$5,328	LOCAL CAMPAIGN DESIGNATIONS TO FUND HEALTH AND HUMAN SERVICE ORGANIZATIONS
SHOW INC
425 W WELLS	SAPULPA	OK	74066	731028650	501 (C) 3	$118,835	FINANCIAL STABILITY AND HEALTH/SAFETY
SALVATION ARMY THE
1616 S MAIN	TULSA	OK	74119	730579266	501 (C) 3	$1,394,596	EDUCATION, HEALTH/SAFETY, AND FINANCIAL STABILITY
SAND SPRINGS COMMUNITY SERVICES
15 E 2ND ST	SAND SPRINGS	OK	74063	730582550	501 (C) 3	$72,079	FINANCIAL STABILITY
SOS SERVING OUR SERVICEMEMBERS INC DBA COFFEE BUNKER
5512 E 46TH STREET	TULSA	OK	74135	272098172	501 (C) 3	$50,000	INNOVATION GRANT
STREET SCHOOL
1135 S YALE AVE	TULSA	OK	741125396	730942963	501 (C) 3	$290,007	EDUCATION
TRISTESSE GRIEF CENTER
3930 E 31ST ST	TULSA	OK	74135	731619790	501 (C) 3	$75,000	HEALTH/SAFETY
TSHA INC
8740 E 11TH ST STE A	TULSA	OK	741127957	736102812	501 (C) 3	$216,681	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	$176,341	EDUCATION AND HEALTH/SAFETY
TULSA BOYS HOME
PO BOX 1101	TULSA	OK	741011101	730579242	501 (C) 3	$343,495	HEALTH/SAFETY AND EDUCATION
HIV RESOURCE CONSORTIUM INC
3507 E ADMIRAL PL	TULSA	OK	741158211	731388569	501 (C) 3	$433,385	HEALTH/SAFETY AND FINANCIAL STABILITY
TULSA CAMPAIGN TO PREVENT TEEN PREGNANCY
1601 S MAIN STREET STE 200	TULSA	OK	74119	471170599	501 (C) 3	$170,000	TEEN PREGNANCY PREVENTION PROGRAM
TULSA CASA INC
700 S BOSTON STE 230	TULSA	OK	74119	731312870	501 (C) 3	$112,609	HEALTH/SAFETY
TULSA COMMUNITY FOUNDATION
7030 S YALE AVE STE 600	TULSA	OK	74136	731554474	501 (C) 3	$200,000	IMPACT TULSA EDUCATION INITIATIVE
TULSA COUNTY CHILD PROTECTION CENTER
4300 SOUTH HARVARD STE 204	TULSA	OK	74135	731554474	501 (C) 3	$55,000	MODEL COURT PROGRAM
TULSA DAY CENTER FOR THE HOMELESS
415 W ARCHER	TULSA	OK	74103	731557819	501 (C) 3	$215,000	HEALTH/SAFETY AND FINANCIAL STABILITY
12 AND 12 INC
6333 E SKELLY DR	TULSA	OK	74135	731242962	501 (C) 3	$300,000	HEALTH/SAFETY AND FINANCIAL STABILITY
36 DEGREES NORTH
36 EAST CAMERON STREET	TULSA	OK	74103	475435463	501 (C) 3	$50,000	INNOVATION GRANT
UNITED WAY OF SOUTHEASTERN OKLAHOMA
PO BOX 68	MCALESTER	OK	745020068	736104136	501 (C) 3	$5,421	LOCAL CAMPAIGN DESIGNATIONS TO FUND HEALTH AND HUMAN SERVICE ORGANIZATIONS
VISITING NURSE ASSOCIATION OF TULSA
7875 E 51ST ST STE N-3	TULSA	OK	74145	731130509	501 (C) 3	$50,000	SPECIAL GRANT
WAGONER AREA NEIGHBORS
PO BOX 933	WAGONER	OK	74477	731351405	501 (C) 3	$66,150	FINANCIAL STABILITY
YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA
420 S MAIN STE 200	TULSA	OK	74103	730579269	501 (C) 3	$726,518	HEALTH/SAFETY AND EDUCATION
YOUNG WOMENS CHRISTIAN ASSOCIATION
1910 S LEWIS AVE STE 200	TULSA	OK	741045708	730579296	501 (C) 3	$428,018	EDUCATION AND FINANCIAL STABILITY
YOUTH AT HEART
6026 S SHERIDAN RD	TULSA	OK	74145	731043630	501 (C) 3	$230,300	EDUCATION
YOUTH SERVICES OF CREEK COUNTY
PO BOX 2346	SAPULPA	OK	740672346	731301335	501 (C) 3	$150,000	HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY
YOUTH SERVICES OF TULSA
311 S MADISON	TULSA	OK	74120	730785251	501 (C) 3	$731,009	HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY
YOUTH SERVICES OF TULSA
311 S MADISON	TULSA	OK	74120	730785251	501 (C) 3	$50,000	SPECIAL GRANT
ANIMAL CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340	LARKSPUR	CA	94939	943193389	501 (C) 3	$18,425	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CANCERCURE OF AMERICA CARE UNDERSTAND RESEARCH AND END
1100 LARKSPUR LANDING CIR STE 340	LARKSPUR	CA	94939	810648432	501 (C) 3	$5,740	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CATHOLIC SERVICE ORGANIZATIONS
1100 LARKSPUR LANDING CIR STE 340	LARKSPUR	CA	94939	451679647	501 (C) 3	$5,455	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CHILDRENS CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340	LARKSPUR	CA	94939	943148588	501 (C) 3	$5,354	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CHILDRENS MEDICAL RESEARCH CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340	LARKSPUR	CA	94939	270093393	501 (C) 3	$7,029	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CHRISTIAN CHARITIES USA
1100 LARKSPUR LANDING CIRCLE SUITE	LARKSPUR	CA	94939	943255961	501 (C) 3	$5,895	DESIGNATIONS COMBINED FEDERAL CAMPAIGN	340
CHRISTIAN SERVICE CHARITIES
7620 LITTLE RIVER TPKE STE 600	ANNANDALE	VA	22003	943193374	501 (C) 3	$20,447	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
COMMUNITY HEALTH CHARITIES
200 N GLEBE RD STE 801	ARLINGTON	VA	222033728	136167225	501 (C) 3	$37,425	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
GLOBAL IMPACT
66 CANAL CENTER PLAZA STE 310	ALEXANDRIA	VA	22314	521273585	501 (C) 3	$6,440	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
HEALTH AND MEDICAL RESEARCH CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340	LARKSPUR	CA	94939	943217739	501 (C) 3	$8,286	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
LAKE AREA UNITED WAY INC
PO BOX 1612	MUSKOGEE	OK	744021612	730581441	501 (C) 3	$30,210	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
LITTLE LIGHT HOUSE INC THE
5120 E 36TH ST	TULSA	OK	74135	730939422	501 (C) 3	$17,472	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
MAKE A WISH FOUNDATION OF OKLAHOMA
5201 N SHARTEL AVE	OKLAHOMA CITY	OK	73118	731176743	501 (C) 3	$7,180	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
MEALS ON WHEELS OF METRO TULSA
12620 E 31ST STREET	TULSA	OK	74146	731125389	501 (C) 3	$6,022	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
MEDICAL RESEARCH CHARITIES
126 WASHINGTON STREET SUITE 201	SALEM	MA	01970	943148591	501 (C) 3	$6,400	DESIGNATIONS COMBINED FEDERAL CAMPAIGN
MILITARY FAMILY & VET SVC ORGS
1100 LARKSPUR LANDING CIRCLE SUITE	LARKSPUR	CA	94939	943193418	501 (C) 3	$17,005	DESIGNATIONS COMBINED FEDERAL CAMPAIGN	340
MILITARY SUPPORT GROUPS OF AMERICA
1100 LARKSPUR LANDING CIRCLE SUITE	LARKSPUR	CA	94939	272242752	501 (C) 3	$6,093	DESIGNATIONS COMBINED FEDERAL CAMPAIGN	340

Field	Value	IRS element (for citing)
Total501c3 Org	94	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	TULSA AREA UNITED WAY USES A DETAILED PROCESS FOR EVALUATING ITS PARTNER AGENCIES AND TRACING THE USE OF ALLOCATED FUNDS. THE TAUW COMMUNITY INVESTMENTS STAFF, IN CONJUNCTION WITH OVER 160 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. ANY ISSUES UNRESOLVED AT THE SITE VISIT ARE SCHEDULED IN ANOTHER MEETING THAT MUST BE ATTENDED BY AGENCY BOARD OFFICERS, THE EXECUTIVE DIRECTOR AND KEY AGENCY STAFF. 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 THEN PRESENTED 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. TULSA AREA UNITED WAY SERVES AS THE PRINCIPAL COMBINED FUND ORGANIZATION FOR THE GREATER TULSA AREA COMBINED FEDERAL CAMPAIGN (CFC). TULSA AREA UNITED WAY RECEIVES PLEDGES FROM FEDERAL EMPLOYEES AND DISTRIBUTES THE FUNDS TO VARIOUS AGENCIES AS DESIGNATED BY THE CONTRIBUTORS. THESE AGENCIES ARE NOTED WITH "DESIGNATIONS COMBINED FEDERAL CAMPAIGN" IN SCHEDULE I. ALL ASPECTS OF THE CFC, INCLUDING ELIGIBILITY FOR PARTICIPATION, ARE STRICTLY GOVERNED BY FEDERAL REGULATION. THE CURRENT CFC REGULATIONS CAN BE VIEWED AT WWW.OPM.GOV/CFC. THE OFFICE OF PERSONNEL MANAGEMENT (OPM) IS ACCOUNTABLE FOR ASSURING FEDERAL EMPLOYEES THAT THEIR DESIGNATIONS WILL BE HONORED AND DISTRIBUTED TO THE CHARITABLE ORGANIZATION OF THEIR CHOICE, AND THAT ALL CHARITABLE ORGANIZATIONS LISTED IN THE CFC HAVE MET STRICT ELIGIBILITY REQUIREMENTS ON AN ANNUAL BASIS. 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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	GRAHAM MARK	PersonNm
Title	PRESIDENT AND CEO	TitleTxt
Base Compensation Filing Org	$242,822	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$47,000	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$2,805	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$20,454	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$14,478	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$327,559	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 4A	LAURA HAILEY; SR VP OF RESOURCE DEVELOPMENT; $30,094
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.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	TED HAYNES PRESIDENT BLUE CROSS B	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	BOARD CHAIR	RelationshipDescriptionTxt
Transaction	$275,432	TransactionAmt
Transaction	HEALTH INSURANCE PROVIDER	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	14	ContributionCnt
Noncash Contributions Rpt F990	$167,899	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	FULL PAGE ADS	Desc
Contribution	13	ContributionCnt
Noncash Contributions Rpt F990	$77,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 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 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 XII LINE 2C:	THERE WERE NO CHANGES IN THE PROCESS FROM THE PREVIOUS YEAR.