2016-08-12T13:13:15-05:00 2015-12-31 731413977 HOGANTAYLOR LLP 2222 S UTICA PL SUITE 200 TULSA OK 741147002 990 2015-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 MARK R GRAHAM PRESIDENT AND CEO 9185837171 2016-08-10 1 LOU ANN GIBSON P00405885 9187452333 2016-08-10 2015 2016-09-27 15:27:22Z MARK R GRAHAM 1430 SOUTH BOULDER TULSA OK 74119 28106918 0 X WWW.TAUW.ORG X 1924 OK WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 53 50 38 7900 0 0 26745213 26507915 0 0 119595 330589 10389 61185 26875197 26899689 22546283 23126073 0 0 2180641 2458438 0 0 1598554 956169 1021833 25683093 26606344 1192104 293345 38279410 38336537 21116665 21181199 17162745 17155338 X WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 0 0 9878396 9543988 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. 6871927 6639296 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. 4724449 4564515 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. 264149 260909 INNOVATION GRANTS 427278 390640 COMBINED FEDERAL CAMPAIGN DESIGNATIONS 13106 13098 COMBINED STATE CAMPAIGN DESIGNATIONS 100480 100000 ROGERS COUNTY UNITED WAY 25588 25556 OTHER DESIGNATIONS 515925 515925 OTHER SPECIAL GRANTS 1124827 1072146 COLLABORATIVE FUNDING 2471353 2378274 23946125 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 16 1 1 38 1 0 0 0 0 0 1 1 0 0 0 0 X 53 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 ANTHONY ALISON DIRECTOR 0.50 X 0 0 0 BACHMAN PAGE ETHICS OFFICER 1.00 X 0 0 0 BARIMO BASIL DIRECTOR 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 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 CHAIRMAN 1.00 X 0 0 0 COLLINS WILLIAM J III DIRECTOR 0.50 X 0 0 0 COOK PHIL DIRECTOR 0.50 X 0 0 0 DRAHEIM ERIC DIRECTOR 0.50 X 0 0 0 ELLISON ELIZABETH DIRECTOR 0.50 X 0 0 0 ESLICKER LEE DIRECTOR 0.50 X 0 0 0 FRANK BECKY DIRECTOR 0.50 X 0 0 0 GATES CATHY TREASURER 1.00 X 0 0 0 GORE KEVIN DIRECTOR 0.50 X 0 0 0 GRAHAM MARK PRESIDENT AND CEO 40.00 X X 283895 0 37533 GROSS KEVIN DIRECTOR 0.50 X 0 0 0 HAILEY LAURA SR. VP RESOURCE DEVELOPMENT 40.00 X 99423 0 35453 HARDIN TRACY DIRECTOR 0.50 X 0 0 0 HAYNES TED CHAIR ELECT 1.00 X 0 0 0 HEWITT JOHN DIRECTOR 0.50 X 0 0 0 HICKEY JOHN DIRECTOR AT LARGE 0.50 X 0 0 0 HOLLOWAY ANITA DIRECTOR AT LARGE 0.50 X 0 0 0 JACKSON BETSY DIRECTOR 0.50 X 0 0 0 KNOBBE JESSICA L VP/CFO 40.00 X X 87703 0 20547 LAKIN PHIL DIRECTOR 0.50 X 0 0 0 LANGDON JIM SECRETARY 0.50 X 0 0 0 LAWHORN CARON VICE CHAIR 0.50 X 0 0 0 LEEMHUIS MANDY DIRECTOR AT LARGE 0.50 X 0 0 0 LINDSAY JOHN W DIRECTOR 0.50 X 0 0 0 LUTHEY DEAN DIRECTOR AT LARGE 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 MCINTOSH STEVE DIRECTOR 0.50 X 0 0 0 MEARS MIKE DIRECTOR 0.50 X 0 0 0 MILLER CHAD DIRECTOR AT LARGE 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 DIRECTOR AT LARGE 0.50 X 0 0 0 REDMAN MICHAEL COUNSEL 1.00 X 0 0 0 RHOADS MIKE ASST. SECRETARY 0.50 X 0 0 0 SELSER JANET DIRECTOR 0.50 X 0 0 0 SMITH ELI DIRECTOR 0.50 X 0 0 0 SULLIVAN STUART ASST. TREASURER 0.50 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 471021 0 93533 1 0 1 0 0 26507915 218217 26507915 73461 73461 1464357 1203506 3723 260851 -3723 257128 257128 5426 0 5426 5426 MISC 900099 55759 55759 55759 26899689 262554 0 129220 23126073 23126073 375525 28990 196585 149950 1524372 442890 311507 769975 158266 36248 48666 73352 260446 70135 60998 129313 139829 35260 35628 68941 32500 32500 111376 100230 9691 1455 125559 1494 3391 120674 53930 3576 35938 14416 45764 14980 26850 3934 74223 17573 33220 23430 19819 986 6465 12368 85491 10346 42897 32248 256528 25653 128264 102611 167316 21751 63580 81985 13868 3283 6207 4378 OTHER MISC. EXPENSES 35459 6657 19278 9524 26606344 23946125 1061665 1598554 892387 778785 11212310 8886810 17282920 18142894 74239 35181 59999 28254 3427210 2856244 655126 570966 1369766 1310134 6732663 8583513 38279410 38336537 73857 174998 21042808 21006201 21116665 21181199 X 12029047 12239912 4133698 3915426 1000000 1000000 17162745 17155338 38279410 38336537 293345 -300752 0 X X 0 1 X 1 0 X 24449236 25253298 24716373 26745213 26507915 127672035 24449236 25253298 24716373 26745213 26507915 127672035 10793064 116878971 116142 96845 119211 120226 334312 786736 24340 4510 5550 1420 52036 87856 128546627 0.90920 0.90600 X PART II SECTION B LINE 10 COLUMN E INCLUDES REVENUE ADJUSTMENT FOR WRITE OFF OF ALLOCATION PAYABLE FOR INTERNALLY RUN PROGRAMS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1407873 -10145 50000 7570 1340158 1417559 72863 75000 7549 1407873 1232997 221499 30000 6937 1417559 1106452 132889 6344 1232997 1172563 -9687 50512 5912 1106452 0.25000 0.75000 1 0 146586 146586 2884753 2539500 345253 395871 316744 79127 570966 CERTIFICATES OF DEPOSIT 8545019 F CASH MANAGEMENT FUND 38494 F 8583513 26084748 -300752 15105 -285647 26370395 529294 529294 26899689 26092155 15105 15105 26077050 529294 529294 26606344 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 529,294. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 529,294. 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 78593 FINANCIAL STABILITY AMERICAN RED CROSS TULSA AREA CHAPTER 10151 E 11TH ST TULSA OK 74128 730579223 501 (C) 3 930299 HEALTH/SAFETY AND EDUCATION BIG BROTHERS BIG SISTERS OF OKLAHOMA 5840 S MEMORIAL STE 111 TULSA OK 74145 731226237 501 (C) 3 328954 EDUCATION BOY SCOUTS OF AMERICA 4295 S GARNETT RD TULSA OK 741464261 730579230 501 (C) 3 598659 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 80667 FINANCIAL STABILITY BROKEN ARROW NEIGHBORS 322 W BROADWAY BROKEN ARROW OK 74012 731195548 501 (C) 3 90192 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 40885 CAPACITY BUILDING CARING COMMUNITY FRIENDS INC OF SAPULPA PO BOX 1524 SAPULPA OK 74067 731429214 501 (C) 3 37838 FINANCIAL STABILITY CENTER FOR EMPLOYMENT OPPORTUNITIES 111 W 5TH STREET STE 401 TULSA OK 74103 133843322 501 (C) 3 110000 FINANCIAL STABILITY CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES THE 815 S UTICA AVE TULSA OK 741043612 736070545 501 (C) 3 314569 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 CLEARWATER PERFORMANCE GROUP PO BOX 142 LANESBORO MN 55949 472763372 6750 CONSULTING FOR WOMEN IN RECOVERY MENTORING PROGRAM COMMUNITY ACTION PROJECT OF TULSA COUNTY 4606 S GARNETT RD STE 100 TULSA OK 74146 731019247 501 (C) 3 809339 EDUCATION AND FINANCIAL STABILITY COMMUNITY HEALTH CHARITIES OF OK 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 21857 HEALTH (CITY & TPS DESIGNATIONS) COMMUNITY HEALTH CHARITIES OF OK 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 8197 DESIGNATIONS STATE CHARITABLE CAMPAIGN COMMUNITY SERVICE COUNCIL OF GREATER TULSA 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 467386 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 139630 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 150000 CARERRA TEEN PREGNANCY PREVENTION PROGRAM 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 180000 EDUCATION DOMESTIC VIOLENCE INTERVENTION SERVICES 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501 (C) 3 910000 HEALTH/SAFETY AND FINANCIAL STABILITY 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 1730865 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY FAMILY AND CHILDREN'S SERVICES 650 S PEORIA AVE TULSA OK 74120 730580270 501 (C) 3 50000 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 473686 FINANCIAL STABILITY GROWING TOGETHER 20 E 5TH STREET STE 1020 TULSA OK 74103 471572366 501 (C) 3 172000 NEIGHBORHOOD REVITALIZATION HOSPICE OF GREEN COUNTRY INC 2121 S COLUMBIA STE 200 TULSA OK 741143516 731261742 501 (C) 3 73452 HEALTH/SAFETY KIPP ACADEMY 1661 E VIRGIN ST TULSA OK 74106 113740269 501 (C) 3 412500 EDUCATION LEADERSHIP TULSA NEW VOICES 1717 S BOULDER AVE STE 104 TULSA OK 74119 731042332 501 (C) 3 23433 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 LIQUID COMPASS 1821 S COLUMBIA AVE TULSA OK 74104 146027612 146400 CONSULTING AND OUTCOMES MEASUREMENT LIFE SENIOR SERVICES INC 5950 E 31ST ST TULSA OK 741355114 731043783 501 (C) 3 789640 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 150000 WORKADVANCE FUND NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP 907 S DETROIT STE 830 TULSA OK 74120 272323749 501 (C) 3 80000 BRIDGE FUNDING NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP 907 S DETROIT STE 830 TULSA OK 74120 272323749 501 (C) 3 50000 INNOVATION GRANT MARGARET HUDSON PROGRAM INC 2010 E 48TH ST N TULSA OK 74130 730793181 501 (C) 3 385321 HEALTH/SAFETY AND EDUCATION MENTAL HEALTH ASSOCIATION IN TULSA 1870 S BOULDER TULSA OK 741195234 730657931 501 (C) 3 588580 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY MORTON COMPREHENSIVE HEALTH SERVICES 1334 NORTH LANSING AVE TULSA OK 74106 731177858 501 (C) 3 325000 HEALTH/SAFETY OKLAHOMA INNOVATION INSTITUTE 100 S CINCINNATI AVE STE 1405 TULSA OK 74103 261317404 501 (C) 3 75000 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 77213 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 602754 HEALTH/SAFETY PARENT CHILD CENTER OF TULSA THE 1421 S BOSTON AVE TULSA OK 741194032 731113167 501 (C) 3 104950 ANTI BULLYING INITIATIVE READING PARTNERS 110 WEST 7TH STREET TULSA OK 74119 770568469 501 (C) 3 188652 EDUCATION RESONANCE CENTER FOR WOMEN 1608 S ELWOOD AVE TULSA OK 74119 731023752 501 (C) 3 50000 INNOVATION GRANT RETIRED SENIOR VOLUNTEER PROGRAM 5756 E 31ST ST TULSA OK 741355103 731009086 501 (C) 3 83950 EDUCATION ROGERS COUNTY UNITED WAY PO BOX 1165 CLAREMORE OK 74018 731249045 501 (C) 3 100000 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 1483612 EDUCATION, HEALTH/SAFETY, AND FINANCIAL STABILITY SAND SPRINGS COMMUNITY SERVICES 15 E 2ND ST SAND SPRINGS OK 74063 730582550 501 (C) 3 96514 FINANCIAL STABILITY SCHNAKE TURNBO FRANK 200 E 5TH ST STE 1500 TULSA OK 741035004 730803265 25000 CONSULTING FOR STRATEGIC PLANNING FOR A WAY HOME FOR TULSA COLLABORATIVE INITIATIVE SPARK POLICY INSTITUTE 2717 WELTON STREET DENVER CO 80205 205031835 22500 CONSULTING STREET SCHOOL 1135 S YALE AVE TULSA OK 741125396 730942963 501 (C) 3 330007 EDUCATION TEACH FOR AMERICA 1202 WEST EASTON STREET TULSA OK 74127 133541913 501 (C) 3 5000 INNOVATION GRANT TRISTESSE GRIEF CENTER 3930 E 31ST ST TULSA OK 74135 731619790 501 (C) 3 55000 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 216341 EDUCATION AND HEALTH/SAFETY TULSA BOYS HOME PO BOX 1101 TULSA OK 741011101 730579242 501 (C) 3 365420 HEALTH/SAFETY AND EDUCATION HIV RESOURCE CONSORTIUM INC 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 483385 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 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 56000 MODEL COURT PROGRAM TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER TULSA OK 74103 731557819 501 (C) 3 265000 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 VISITING NURSE ASSOCIATION OF TULSA 7875 E 51ST ST STE N-3 TULSA OK 74145 731130509 501 (C) 3 470000 HEALTH/SAFETY WAGONER AREA NEIGHBORS PO BOX 933 WAGONER OK 74477 731351405 501 (C) 3 76150 FINANCIAL STABILITY YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA 420 S MAIN STE 200 TULSA OK 74103 730579269 501 (C) 3 718524 HEALTH/SAFETY AND EDUCATION YOUNG WOMENS CHRISTIAN ASSOCIATION 1910 S LEWIS AVE STE 200 TULSA OK 741045708 730579296 501 (C) 3 453018 EDUCATION AND FINANCIAL STABILITY YOUTH AT HEART 6026 S SHERIDAN RD TULSA OK 74145 731043630 501 (C) 3 245000 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 733066 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY YOUTH SERVICES OF TULSA 311 S MADISON TULSA OK 74120 730785251 501 (C) 3 99404 INNOVATION GRANT ANIMAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943193389 501 (C) 3 19383 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CANCERCURE OF AMERICA CARE UNDERSTAND RESEARCH AND END 1101 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 810648432 501 (C) 3 6897 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHARITIES UNDER 1 OVERHEAD FEDERATION PO BOX 47854 SAN FRANCISCO CA 94145 273132554 501 (C) 3 5073 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDRENS CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943148588 501 (C) 3 5594 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDRENS MEDICAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 270093393 501 (C) 3 9283 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHRISTIAN CHARITIES USA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 943255961 501 (C) 3 6881 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHRISTIAN SERVICE CHARITIES 7620 LITTLE RIVER TPKE STE 600 ANNANDALE VA 22003 943193374 501 (C) 3 28754 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COINS 4 CRITTERS CLUB 901 HORN STREET MUSKOGEE OK 74403 900679556 501 (C) 3 9480 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY FOOD BANK OF EASTERN OK 1304 N KENOSHA AVE TULSA OK 74106 731184980 501 (C) 3 5056 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY HEALTH CHARITIES 200 N GLEBE RD STE 801 ARLINGTON VA 222033728 136167225 501 (C) 3 33966 DESIGNATIONS COMBINED FEDERAL CAMPAIGN GLOBAL IMPACT 66 CANAL CENTER PLAZA STE 310 ALEXANDRIA VA 22314 521273585 501 (C) 3 9729 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HEALTH AND MEDICAL RESEARCH CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943217739 501 (C) 3 15659 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LAKE AREA UNITED WAY INC PO BOX 1612 MUSKOGEE OK 744021612 730581441 501 (C) 3 45982 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LITTLE LIGHT HOUSE INC THE 5120 E 36TH ST TULSA OK 74135 730939422 501 (C) 3 19846 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MAKE A WISH FOUNDATION OF OKLAHOMA 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731176743 501 (C) 3 9333 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MEALS ON WHEELS OF METRO TULSA 12620 E 31ST STREET TULSA OK 74146 731125389 501 (C) 3 10144 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MILITARY FAMILY & VET SVC ORGS 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 943193418 501 (C) 3 17040 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MILITARY SUPPORT GROUPS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 272242752 501 (C) 3 8957 DESIGNATIONS COMBINED FEDERAL CAMPAIGN TULSA HABITAT FOR HUMANITY 6235 E 13TH ST TULSA OK 741125411 731325063 501 (C) 3 5019 DESIGNATIONS COMBINED FEDERAL CAMPAIGN WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 202370934 501 (C) 3 10800 DESIGNATIONS COMBINED FEDERAL CAMPAIGN 92 4 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 0 0 0 0 0 0 0 0 0 GRAHAM MARK PRESIDENT AND CEO 230000 0 47000 0 6895 0 20329 0 17204 0 321428 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. TED HAYNES PRESIDENT BLUE CROSS B BOARD DIRECTOR 278598 HEALTH INSURANCE PROVIDER 0 BECKY J FRANK CHAIRMAN AND CEO S BOARD DIRECTOR 33360 PUBLIC RELATIONS FIRM THAT PROVIDED COUNSEL DURING 2015 0 MARK GRAHAM BOARD DIRECTOR GRAND PRESIDENT AND CEO 1287667 DEPOSITORY BANK 0 X 11 144201 FAIR MARKET VALUE X FULL PAGE ADS 2 71000 FAIR MARKET VALUE X COMPUTER EQUIPMENT 1 3000 FAIR MARKET VALUE X DISCOUNTS ON FOOD ORDERS 2 16 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THERE ARE NUMEROUS BUSINESS RELATIONSHIPS WITHIN THE BOARD OF DIRECTORS. OUR BOARD CONTAINS THE HEADS OF MAJOR EMPLOYERS AS WELL AS LOCAL UTILITY COMPANIES AND HEALTH INSURANCE PROVIDERS. BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ITEMS WITH POSSIBLE RISE TO 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 11 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. ITEMS WITH POSSIBLE RISE TO 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.