2017-08-09T14:56:31-05:00 2016-12-31 731413977 HOGANTAYLOR LLP 2222 S UTICA PL SUITE 200 TULSA OK 741147002 990 2016-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 MARK R GRAHAM PRESIDENT AND CEO 9185837171 2017-08-02 1 LOU ANN GIBSON P00405885 9187452333 2017-07-31 98.184.84.130 2017-08-02 10:55:47 CD P B16614D77C9EA8B7E603846EE737139AE3134DB7 BF10EE6AC6DDD4DF2D973F1109869A731C1D5CDD 2016 2021-01-29 14:40:06Z MARK R GRAHAM 1430 SOUTH BOULDER TULSA OK 74119 25048775 0 X WWW.TAUW.ORG X 1924 OK WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 53 52 38 7794 0 0 26507915 24778597 0 0 330589 57298 61185 42938 26899689 24878833 23126073 21019600 0 0 2458438 2646882 0 0 1881840 1021833 1151943 26606344 24818425 293345 60408 38336537 37000878 21181199 19701525 17155338 17299353 X WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 0 0 8631878 8305902 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. 5754586 5537268 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. 4795487 4614390 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. 274921 271000 INNOVATION GRANTS 355579 318940 COMBINED FEDERAL CAMPAIGN DESIGNATIONS 9074 9069 COMBINED STATE CAMPAIGN DESIGNATIONS 75304 75000 ROGERS COUNTY UNITED WAY 68937 68682 OTHER DESIGNATIONS 834348 834348 OTHER SPECIAL GRANTS 1034902 985000 COLLABORATIVE FUNDING 2653065 2562039 21835016 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 18 2 1 38 1 0 0 0 0 0 1 1 0 0 0 0 X 53 52 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 ANTHONY ALISON DIRECTOR 0.50 X 0 0 0 BACHMAN PAGE ETHICS OFFICER 0.50 X X 0 0 0 BARIMO BASIL DIRECTOR AT LARGE 0.50 X 0 0 0 BASU MONICA DIRECTOR 0.50 X 0 0 0 BOUDIETTE JESSE DIRECTOR AT LARGE 0.50 X 0 0 0 BRADSHAW MARLA DIRECTOR 0.50 X 0 0 0 BRADSHAW STEVE CHAIR ELECT 2.00 X X 0 0 0 BREWER DAVID DIRECTOR AT LARGE 0.50 X 0 0 0 CADIEUX CHET DIRECTOR 0.50 X 0 0 0 CALLISON JEFF DIRECTOR 0.50 X 0 0 0 CAPRON STEVE DIRECTOR 0.50 X 0 0 0 CHRISTNER DANNY DIRECTOR 0.50 X 0 0 0 CLANCY GERRY DIRECTOR 0.50 X 0 0 0 COBURN MERIDITH DIRECTOR 0.50 X 0 0 0 COLLINS BILL DIRECTOR 0.50 X 0 0 0 COOK PHIL DIRECTOR 0.50 X 0 0 0 CRAFT JW DIRECTOR 0.50 X 0 0 0 DRAHEIM ERIC DIRECTOR 0.50 X 0 0 0 ELLINOR DAN DIRECTOR 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 FERNANDEZ SHANE DIRECTOR 0.50 X 0 0 0 FRANK BECKY DIRECTOR 0.50 X 0 0 0 GATES CATHY TREASURER 1.00 X 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 GRAHAM MARK PRESIDENT AND CEO 40.00 X X 292627 0 34932 GROSS KEVIN DIRECTOR 0.50 X 0 0 0 HARDIN TRACY DIRECTOR 0.50 X 0 0 0 HAYNES TED CHAIRMAN 2.00 X X 0 0 0 HAYS KIRK DIRECTOR 0.50 X 0 0 0 HEWITT JOHN DIRECTOR 0.50 X 0 0 0 HICKEY JOHN DIRECTOR 0.50 X 0 0 0 HOLLOWAY ANITA DIRECTOR 0.50 X 0 0 0 HUCK PAULA DIRECTOR AT LARGE 0.50 X 0 0 0 JACKSON BETSY 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 LAWHORN CARON VICE CHAIR 0.50 X X 0 0 0 LEEMHUIS MANDY DIRECTOR AT LARGE 0.50 X 0 0 0 LINDSAY JOHN DIRECTOR 0.50 X 0 0 0 LUTHEY DEAN DIRECTOR 0.50 X 0 0 0 MACLEOD MARCIA DIRECTOR AT LARGE 0.50 X 0 0 0 MARTINOVICH ROB DIRECTOR 0.50 X 0 0 0 MASTERSON BILL DIRECTOR AT LARGE 0.50 X 0 0 0 MCINTOSH STEVE DIRECTOR 0.50 X 0 0 0 MEARS MIKE DIRECTOR 0.50 X 0 0 0 MILLER CHAD 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 RATCLIFF LARERONITA SECRETARY 0.50 X X 0 0 0 REDMAN MICHAEL COUNSEL 0.50 X 0 0 0 RHOADS MIKE ASST. SECRETARY 0.50 X X 0 0 0 RICHARDS ERIC DIRECTOR AT LARGE 0.50 X 0 0 0 ROECKER CINDY 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 SHIRLEY DAVE DIRECTOR AT LARGE 0.50 X 0 0 0 SULLIVAN STUART ASST. TREASURER 0.50 X X 0 0 0 SWANSON CLINT DIRECTOR 0.50 X 0 0 0 WILSON MARK DIRECTOR 0.50 X 0 0 0 YAR MAGGIE DIRECTOR 0.50 X 0 0 0 KNOBBE JESSICA L VP/CFO 40.00 X 94390 0 14465 HAILEY LAURA FORMER SR. VP RESOURCE DEVELOPMENT 40.00 X 112603 0 20330 ORTOLANI BRENT VP, MARKETING 40.00 X 107074 0 14687 SADLER BRENT VP, COMMUNITY INVESTMENTS 40.00 X 100766 0 8433 707460 0 92847 4 0 1 0 0 24778597 244899 24778597 73638 73638 153602 153058 16884 544 -16884 -16340 -16884 544 MISC 900099 42938 42938 42938 24878833 26054 0 74182 21019600 21019600 393048 28990 216147 147911 1703668 457075 336288 910305 163787 36195 52858 74734 242516 44618 62858 135040 143863 36259 38078 69526 33750 33750 120250 108548 11102 600 140330 460 5544 134326 54126 3899 35504 14723 41461 10412 26322 4727 75847 16905 29405 29537 16571 817 6377 9377 33828 6205 9292 18331 290481 29048 145241 116192 113110 14704 41851 56555 12575 2803 4875 4897 SPECIAL EVENT EXPENSES 159849 500 22768 136581 OTHER MISC. EXPENSES 59765 17978 23309 18478 24818425 21835016 1101569 1881840 778785 911698 8886810 7419369 18142894 17800586 35181 61367 28254 26832 3400440 2934623 570966 465817 1310134 1464105 8583513 8851104 38336537 37000878 174998 128833 21006201 19572692 21181199 19701525 X 12239912 12107092 3915426 4192261 1000000 1000000 17155338 17299353 38336537 37000878 60408 83607 0 X X 0 1 X 1 0 X 25253298 24716373 26745213 26507915 24778602 128001401 25253298 24716373 26745213 26507915 24778602 128001401 10793511 117207890 96845 119211 120226 334312 74182 744776 4510 5550 1420 52036 42938 106454 128852631 0.90960 0.90920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1340158 114380 7452 1447086 1407873 -10145 50000 7570 1340158 1417559 72863 75000 7549 1407873 1232997 221499 30000 6937 1417559 1106452 132889 6344 1232997 0.31000 0.69000 1 0 146586 146586 2868641 2589455 279186 385213 345168 40045 465817 CERTIFICATES OF DEPOSIT 8809694 F CASH MANAGEMENT FUND 41410 F 8851104 24111392 83607 53760 137367 23974025 904808 904808 24878833 23967377 53760 16884 70644 23896733 921692 921692 24818425 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. 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 21730 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 CAMP FIRE USA GREEN COUNTRY COUNCIL INC SAPULPA COUNTY FAMILY RESOURCE CENT 706 S BOSTON AVE TULSA OK 741191610 730579231 501 (C) 3 42000 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 6695 EMERGENCY FUNDING CARING COMMUNITY FRIENDS INC OF SAPULPA PO BOX 1524 SAPULPA OK 74067 731429214 501 (C) 3 27838 FINANCIAL STABILITY CENTER FOR EMPLOYMENT OPPORTUNITIES 111 W 5TH STREET STE 401 TULSA OK 74103 133843322 501 (C) 3 123000 FINANCIAL STABILITY CENTER FOR EMPLOYMENT OPPORTUNITIES 111 W 5TH STREET STE 401 TULSA OK 74103 133843322 501 (C) 3 25000 INNOVATION GRANT 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 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 27758 HEALTH (CITY & TPS DESIGNATIONS) 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 SPECIAL 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 158427 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 120000 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 100000 SPECIAL GRANT 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 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501 (C) 3 40000 INNOVATION GRANT EASTERN OKLAHOMA DONATED DENTAL SERVICES 3741 S PEORIA AVE TULSA OK 74105 412103655 501 (C) 3 130000 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 9349 CAPACITY BUILDING GATESWAY FOUNDATION 1217 E COLLEGE BROKEN ARROW OK 74012 730746440 501 (C) 3 25000 INNOVATION GRANT 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 445265 FINANCIAL STABILITY GROWING TOGETHER 20 E 5TH STREET STE 1020 TULSA OK 74103 471572366 501 (C) 3 200000 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 GRANT JAMES INC PO BOX 194 OWASSO OK 74135 830752709 501 (C) 3 5000 INNOVATION GRANT 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 7102 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 20200 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 VIEW OKLAHOMA 5986 S YALE AVENUE TULSA OK 74135 730592386 501 (C) 3 25000 INNOVATION GRANT NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP 907 S DETROIT STE 830 TULSA OK 74120 272323749 501 (C) 3 300000 WORKADVANCE FUND 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 MORTON COMPREHENSIVE HEALTH SERVICES 1334 NORTH LANSING AVE TULSA OK 74106 731177858 501 (C) 3 225000 HEALTH/SAFETY MORTON COMPREHENSIVE HEALTH SERVICES 1334 NORTH LANSING AVE TULSA OK 74106 731177858 501 (C) 3 50000 SPECIAL GRANT 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 80000 FINANCIAL STABILITY AND HEALTH/SAFETY OKMULGEE COUNTY HOMELESS SHELTER PO BOX 1635 OKMULGEE OK 74447 731485176 501 (C) 3 6710 EMERGENCY FUNDING 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 75000 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 188652 EDUCATION REBUILDING TOGETHER TULSA 701 SOUTH MAIN STREET TULSA OK 74119 731528164 501 (C) 3 5000 SPECIAL GRANT 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 ROGERS COUNTY UNITED WAY PO BOX 1165 CLAREMORE OK 74018 731249045 501 (C) 3 5328 LOCAL CAMPAIGN DESIGNATIONS TO FUND 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 SOS SERVING OUR SERVICEMEMBERS INC DBA COFFEE BUNKER 5512 E 46TH STREET TULSA OK 74135 272098172 501 (C) 3 50000 INNOVATION GRANT STREET SCHOOL 1135 S YALE AVE TULSA OK 741125396 730942963 501 (C) 3 290007 EDUCATION 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 170000 TEEN PREGNANCY PREVENTION PROGRAM TULSA CASA INC 700 S BOSTON STE 230 TULSA OK 74119 731312870 501 (C) 3 112609 HEALTH/SAFETY TULSA COMMUNITY FOUNDATION 7030 S YALE AVE STE 600 TULSA OK 74136 731554474 501 (C) 3 200000 IMPACT TULSA EDUCATION INITIATIVE TULSA COUNTY CHILD PROTECTION CENTER 4300 SOUTH HARVARD STE 204 TULSA OK 74135 731554474 501 (C) 3 55000 MODEL COURT PROGRAM TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER TULSA OK 74103 731557819 501 (C) 3 215000 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 36 DEGREES NORTH 36 EAST CAMERON STREET TULSA OK 74103 475435463 501 (C) 3 50000 INNOVATION GRANT UNITED WAY OF SOUTHEASTERN OKLAHOMA PO BOX 68 MCALESTER OK 745020068 736104136 501 (C) 3 5421 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 50000 SPECIAL GRANT 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 726518 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 731009 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY YOUTH SERVICES OF TULSA 311 S MADISON TULSA OK 74120 730785251 501 (C) 3 50000 SPECIAL GRANT ANIMAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943193389 501 (C) 3 18425 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 5740 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CATHOLIC SERVICE ORGANIZATIONS 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 451679647 501 (C) 3 5455 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDRENS CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943148588 501 (C) 3 5354 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDRENS MEDICAL RESEARCH CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 270093393 501 (C) 3 7029 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHRISTIAN CHARITIES USA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 943255961 501 (C) 3 5895 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHRISTIAN SERVICE CHARITIES 7620 LITTLE RIVER TPKE STE 600 ANNANDALE VA 22003 943193374 501 (C) 3 20447 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY HEALTH CHARITIES 200 N GLEBE RD STE 801 ARLINGTON VA 222033728 136167225 501 (C) 3 37425 DESIGNATIONS COMBINED FEDERAL CAMPAIGN GLOBAL IMPACT 66 CANAL CENTER PLAZA STE 310 ALEXANDRIA VA 22314 521273585 501 (C) 3 6440 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HEALTH AND MEDICAL RESEARCH CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943217739 501 (C) 3 8286 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LAKE AREA UNITED WAY INC PO BOX 1612 MUSKOGEE OK 744021612 730581441 501 (C) 3 30210 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LITTLE LIGHT HOUSE INC THE 5120 E 36TH ST TULSA OK 74135 730939422 501 (C) 3 17472 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MAKE A WISH FOUNDATION OF OKLAHOMA 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731176743 501 (C) 3 7180 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MEALS ON WHEELS OF METRO TULSA 12620 E 31ST STREET TULSA OK 74146 731125389 501 (C) 3 6022 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MEDICAL RESEARCH CHARITIES 126 WASHINGTON STREET SUITE 201 SALEM MA 01970 943148591 501 (C) 3 6400 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MILITARY FAMILY & VET SVC ORGS 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 943193418 501 (C) 3 17005 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MILITARY SUPPORT GROUPS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 272242752 501 (C) 3 6093 DESIGNATIONS COMBINED FEDERAL CAMPAIGN 94 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 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. X X X X 1 0 0 0 0 0 0 1 0 GRAHAM MARK PRESIDENT AND CEO 242822 0 47000 0 2805 0 20454 0 14478 0 327559 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 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. TED HAYNES PRESIDENT BLUE CROSS B BOARD CHAIR 275432 HEALTH INSURANCE PROVIDER 0 X 14 167899 FAIR MARKET VALUE X FULL PAGE ADS 13 77000 FAIR MARKET VALUE 0 0 0 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.