2015-07-13T16:59:23-05:00 2014-12-31 731413977 HOGANTAYLOR LLP 2222 S UTICA PL SUITE 200 TULSA OK 741147002 990 2014-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 MARK R GRAHAM PRESIDENT AND CEO 9185837171 2015-07-01 1 LOU ANN GIBSON P00405885 9187452333 2014 2016-02-25 16:41:14Z MARK R GRAHAM 1430 SOUTH BOULDER TULSA OK 74119 27189107 0 X WWW.TAUW.ORG X 1924 OK WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 53 48 34 7755 0 0 24805167 26745213 0 0 119211 119595 15815 10389 24940193 26875197 21245980 22546283 0 0 2099364 2180641 0 0 1618108 979878 956169 24325222 25683093 614971 1192104 36573805 38279410 20590225 21116665 15983580 17162745 X WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 0 0 9043051 8873276 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, AND INFANT MORTALITY. THE STATE RANKS POORLY IN PREVENTABLE HOSPITALIZATIONS DUE TO A LACK OF HEALTHCARE ACCESS AND HEALTH INSURANCE. TAUW INVESTS IN HEALTHCARE AND SOCIAL SERVICE AGENCIES THAT WORK TO IMPROVE THESE INDICATORS THROUGH DIRECT SERVICE TO CLIENTS AND EDUCATIONAL PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES. TAUW SUPPORTS PROGRAMS THAT ADDRESS RISK BEHAVIORS SUCH AS DRUG ABUSE, SMOKING, AND POOR NUTRITION AS WELL AS PROGRAMS THAT PROVIDE SAFETY AND DISASTER RESPONSE SERVICES AND RESOURCES FOR THE HOMELESS, MENTALLY ILL, DISABLED, AND THOSE WHO ARE UNABLE TO ADVOCATE FOR THEMSELVES. 6940017 6809723 EDUCATION. THE NUMBER ONE RESOURCE FOR ANY CITY IS AN EDUCATED CITIZENRY. CITIES THAT INVEST IN EDUCATION ARE BETTER EQUIPPED TO DRIVE SUSTAINABLE ECONOMIC GROWTH AS WELL AS PROVIDE NECESSARY SERVICES SUCH AS HEALTHCARE, TRANSPORTATION, AND SOCIAL SAFETY NETS. 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 GRADUATE RATES, AND POST SECONDARY INSTITUTIONS THAT PROVIDE ACCESS TO ALL. OUTSIDE THE FORMAL CLASSROOM, TAUW INVESTS IN PROGRAMS THAT INCREASE LITERACY, PROMOTE THE ARTS, EMPHASIZE EXCELLENCE, AND PROVIDE PATHWAYS TO ACHIEVEMENT. 5047285 4952526 FINANCIAL STABILITY. STRESSFUL ECONOMIC CONDITIONS INCREASE THE NUMBER OF PEOPLE FACING JOB LOSS, FOOD INSECURITY, NEAR- OR FULL-HOMELESSNESS, AND LEGAL CHALLENGES. TAUW FUNDS BASIC NEEDS AGENCIES THAT PROVIDE FOOD, CLOTHING, RENT, UTILITIES, AND SHELTER FOR INDIVIDUALS AND FAMILIES. IT INVESTS IN AGENCIES THAT PROVIDE CREDIT COUNSELING, EMPLOYMENT PROGRAMS, AND LEGAL AID SERVICES FOR UNDERREPRESENTED AND AT-RISK POPULATIONS. INCREASED INCIDENTS OF DOMESTIC AND CHILD ABUSE ALSO OCCUR DURING TIMES OF ECONOMIC DOWNTURN. TAUW SUPPORTS PROGRAMS THAT PROTECT AND SERVE THESE VULNERABLE POPULATIONS THROUGH COUNSELING, EDUCATION, AND COURT APPOINTED ADVOCATES. 300745 296544 VENTURE GRANTS 417854 381215 COMBINED FEDERAL CAMPAIGN DESIGNATIONS 11438 11431 COMBINED STATE CAMPAIGN DESIGNATIONS 118671 118000 ROGERS COUNTY UNITED WAY 54038 53897 OTHER DESIGNATIONS 245721 245721 OTHER SPECIAL FOUNDATION GRANTS 834097 803950 COLLABORATIVE FUNDING 1982564 1910758 23012917 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 20 1 1 34 1 0 0 0 0 0 1 1 0 0 0 0 X 53 48 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 BACHMAN PAGE ETHICS OFFICER 1.00 X 0 0 0 BALLARD KEITH DIRECTOR AT LARGE 0.50 X 0 0 0 BARIMO BASIL DIRECTOR 0.50 X 0 0 0 BASU MONICA DIRECTOR 0.50 X 0 0 0 BENDER JAMES J DIRECTOR 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 COLLINS WILLIAM J III DIRECTOR 0.50 X 0 0 0 CORNELL PAUL DIRECTOR AT LARGE 0.50 X 0 0 0 CRIPPEN JEFF DIRECTOR AT LARGE 0.50 X 0 0 0 DRAHEIM ERIC DIRECTOR 0.50 X 0 0 0 ELLINOR DAN DIRECTOR 0.50 X 0 0 0 ELLISON ELIZABETH DIRECTOR 0.50 X 0 0 0 EWING ROBYN DIRECTOR AT LARGE 0.50 X 0 0 0 FERNANDEZ SHANE DIRECTOR 0.50 X 0 0 0 FRANK BECKY CHAIRMAN 0.50 X 0 0 0 GATES CATHY ASST. SECRETARY 0.50 X 0 0 0 GRAHAM MARK PRESIDENT AND CEO 40.00 X X 247757 0 41535 GROSS KEVIN DIRECTOR 0.50 X 0 0 0 HARDIN TRACY DIRECTOR 0.50 X 0 0 0 HAYNES TED DIRECTOR 0.50 X 0 0 0 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 KEGLOVITS DAVID SECRETARY 0.50 X 0 0 0 LAKIN PHIL DIRECTOR 0.50 X 0 0 0 LANGDON JIM DIRECTOR 0.50 X 0 0 0 LAWHORN CARON DIRECTOR 0.50 X 0 0 0 LINDSAY JOHN W DIRECTOR 0.50 X 0 0 0 LUTHEY DEAN DIRECTOR 0.50 X 0 0 0 MCINTOSH STEVE DIRECTOR 0.50 X 0 0 0 MARTINOVICH ROB 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 NORTON JIM DIRECTOR AT LARGE 0.50 X 0 0 0 RATCLIFF DAVE DIRECTOR AT LARGE 0.50 X 0 0 0 REDMAN MICHAEL COUNSEL 1.00 X 0 0 0 RHOADS MIKE TREASURER 1.00 X 0 0 0 ROBERTS BRAD DIRECTOR 0.50 X 0 0 0 SMITH ELI DIRECTOR 0.50 X 0 0 0 SOLOMON STUART DIRECTOR 0.50 X 0 0 0 SULLIVAN STUART DIRECTOR 0.50 X 0 0 0 SWANSON CLINT DIRECTOR 0.50 X 0 0 0 THAMES BRUCE DIRECTOR 0.50 X 0 0 0 WALKER DON DIRECTOR 0.50 X 0 0 0 WILSON MARK DIRECTOR 0.50 X 0 0 0 MACKIN STEVE DIRECTOR 0.50 X 0 0 0 KNOBBE JESSICA L VICE PRESIDENT/CFO 40.00 X 84066 0 19020 TENZYTHOFF DERK SR. VP RESOURCE DEVELOPMENT 40.00 X 130933 0 21081 462756 0 81636 2 0 1 0 0 26745213 313644 26745213 62922 62922 370583 313279 631 57304 -631 56673 56673 8338 0 8338 8338 MISC 900099 2051 2051 2051 26875197 65011 0 64973 22546283 22546283 341996 25158 191046 125792 1349610 238916 330849 779845 144524 23168 45794 75562 216158 43473 61103 111582 128353 21562 38730 68061 31000 31000 62737 39640 13190 9907 138313 2105 10800 125408 42215 3363 18064 20788 21661 466 16837 4358 83820 13608 40257 29955 24537 571 7938 16028 98122 2644 33783 61695 250920 25092 125460 100368 149500 22425 62790 64285 12378 2009 5945 4424 OTHER MISC. EXPENSES 40966 2434 18482 20050 25683093 23012917 1052068 1618108 628370 892387 9658181 11212310 15362360 17282920 66956 74239 24174 59999 3431423 2776297 731459 655126 1329573 1369766 8772732 6732663 36573805 38279410 83241 73857 20506984 21042808 20590225 21116665 X 11569042 12029047 3414538 4133698 1000000 1000000 15983580 17162745 36573805 38279410 1192104 -12939 0 X X 0 1 X 1 0 X 24300676 24449236 25253298 24716373 26745213 125464796 24300676 24449236 25253298 24716373 26745213 125464796 11251740 114213056 103999 116142 96845 119211 120226 556423 12411 24340 4510 5550 1420 48231 126069450 0.90600 0.90110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC REVENUE - 2010 AMOUNT: $ 12,411. 2011 AMOUNT: $ 24,340. 2012 AMOUNT: $ 4,510. 2013 AMOUNT: $ 5,550. 2014 AMOUNT: $ 1,420. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1417559 72863 75000 7549 1407873 1232997 221499 30000 6937 1417559 1106452 132889 6344 1232997 1172563 -9687 50512 5912 1106452 1032925 2960 147270 5592 1172563 0.29000 0.71000 1 0 146586 146586 2871493 2422891 448602 413344 353406 59938 655126 CERTIFICATES OF DEPOSIT 6694556 F CASH MANAGEMENT FUND 38107 F 6732663 26313565 -12939 15851 2912 26310653 564544 564544 26875197 25134400 15851 15851 25118549 564544 564544 25683093 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 564,544. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 564,544. 1 A NEW LEAF INC 2306 S 1ST PL BROKEN ARROW OK 74012 731042760 501 (C) 3 404000 FINANCIAL STABILITY AND HEALTH/SAFETY A NEW LEAF INC 2306 S 1ST PL BROKEN ARROW OK 74012 731042760 501 (C) 3 5000 INNOVATION GRANT ABILITY RESOURCES INC 823 S DETROIT STE 110 TULSA OK 74120 731000572 501 (C) 3 83943 FINANCIAL STABILITY AMERICAN RED CROSS TULSA AREA CHAPTER 10151 E 11TH ST TULSA OK 74128 730579223 501 (C) 3 1074906 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 86667 FINANCIAL STABILITY BROKEN ARROW NEIGHBORS 322 W BROADWAY BROKEN ARROW OK 74012 731195548 501 (C) 3 95192 FINANCIAL STABILITY BROKEN ARROW SENIORS INC 1800 S MAIN ST BROKEN ARROW OK 74012 731325797 501 (C) 3 59269 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 42998 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 334569 HEALTH/SAFETY CHILD ABUSE NETWORK INC 2829 S SHERIDAN DR TULSA OK 74129 731325326 501 (C) 3 274000 HEALTH/SAFETY COMMUNITY ACTION PROJECT OF TULSA COUNTY 4606 S GARNETT RD STE 100 TULSA OK 74146 731019247 501 (C) 3 558449 EDUCATION AND FINANCIAL STABILITY COMMUNITY HEALTH CHARITIES OF OK 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 28858 HEALTH (CITY & TPS DESIGNATIONS) COMMUNITY HEALTH CHARITIES OF OK 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 7588 DESIGNATIONS STATE CHARITABLE CAMPAIGN COMMUNITY SERVICE COUNCIL OF GREATER TULSA 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 477886 EDUCATION COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 316853 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 150000 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 6500 INNOVATION GRANT COX COMMUNICATIONS PO BOX 248876 OKLAHOMA CITY OK 73124 582112281 7518 INTERNET AND OTHER SERVICES PAID ON BEHALF OF GREATER CORNERSTONE COMMUNITY DEVELOPMENT PROJECT (A 501C3 ENTITY) 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 131021 HEALTH/SAFETY AND FINANCIAL STABILITY CROSSTOWN LEARNING CENTER 2501 E ARCHER TULSA OK 74110 730782748 501 (C) 3 105000 EDUCATION DOMESTIC VIOLENCE INTERVENTION SERVICES 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501 (C) 3 900705 HEALTH/SAFETY AND FINANCIAL STABILITY EASTERN OKLAHOMA DONATED DENTAL SERVICES 3741 S PEORIA AVE TULSA OK 74105 412103655 501 (C) 3 155000 HEALTH/SAFETY FAB LAB TULSA 710 S LEWIS AVE TULSA OK 74104 300638130 501 (C) 3 60000 INNOVATION GRANT FAMILY AND CHILDREN'S SERVICES 650 S PEORIA AVE TULSA OK 74120 730580270 501 (C) 3 1780865 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY FAMILY SAFETY CENTER 600 CIVIC CENTER TULSA OK 74103 454544393 501 (C) 3 65000 INNOVATION GRANT GIRL SCOUTS OF EASTERN OKLAHOMA 2432 E 51ST ST TULSA OK 741056002 730579240 501 (C) 3 372944 EDUCATION GLOBAL GARDENS PO BOX 52034 TULSA OK 74152 205717276 501 (C) 3 59000 EDUCATION GOODWILL INDUSTRIES OF TULSA 2800 SOUTHWEST BLVD TULSA OK 74107 730614297 501 (C) 3 483469 FINANCIAL STABILITY GREATER CORNERSTONE COMMUNITY DEVELOPMENT PROJECT 5610 S 41ST WEST AVE TULSA OK 74107 201737542 501 (C) 3 13300 GRANT FOR PERSONNEL COSTS GROWING TOGETHER 20 E 5TH STREET STE 1020 TULSA OK 74103 471572366 501 (C) 3 100000 NEIGHBORHOOD REVITALIZATION HOSPICE OF GREEN COUNTRY INC 2121 S COLUMBIA STE 200 TULSA OK 741143516 731261742 501 (C) 3 79639 HEALTH/SAFETY KIPP ACADEMY 1661 E VIRGIN ST TULSA OK 74106 113740269 501 (C) 3 278000 EDUCATION LEADERSHIP TULSA NEW VOICES 1717 S BOULDER AVE STE 104 TULSA OK 74119 731042332 501 (C) 3 17000 INITIATIVE TO INCREASE DIVERSITY OF TAUW AGENCY BOARDS LEGAL SERVICES OF OKLAHOMA INC 907 S DETROIT STE 725 TULSA OK 74120 731022203 501 (C) 3 321775 FINANCIAL STABILITY LIFE SENIOR SERVICES INC 5950 E 31ST ST TULSA OK 741355114 731043783 501 (C) 3 804640 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY MARGARET HUDSON PROGRAM INC 2010 E 48TH ST N TULSA OK 74130 730793181 501 (C) 3 500000 HEALTH/SAFETY AND EDUCATION MENTAL HEALTH ASSOCIATION IN TULSA 1870 S BOULDER TULSA OK 741195234 730657931 501 (C) 3 541100 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY MORTON COMPREHENSIVE HEALTH SERVICES 1334 NORTH LANSING AVE TULSA OK 74106 731177858 501 (C) 3 212721 HEALTH/SAFETY NEXTULSA PROGRAM 1430 S BOULDER AVE TULSA OK 74119 730580283 501 (C) 3 45000 NON PROFIT LEADERSHIP DEVELOPMENT NTECH COLLABORATIVE 1430 S BOULDER AVE TULSA OK 74119 730580283 501 (C) 3 176942 NON PROFIT TECHNICAL ASSISTANCE OKLAHOMA NATURAL GAS PO BOX 219296 KANSAS CITY MO 64121 463561936 5846 GAS UTILITY SERVICES PAID ON BEHALF OF GREATER CORNERSTONE COMMUNITY DEVELOPMENT PROJECT (A 501C3 ENTITY) OKMULGEE COUNTY FAMILY RESOURCE PO BOX 73 OKMULGEE OK 74447 731332643 501 (C) 3 144634 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 126868 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 74213 FINANCIAL STABILITY PALMER CONTINUUM OF CARE INC 2442 MOHAWK BLVD TULSA OK 74110 562302027 501 (C) 3 292281 HEALTH/SAFETY PARENT CHILD CENTER OF TULSA THE 1421 S BOSTON AVE TULSA OK 741194032 731113167 501 (C) 3 766746 HEALTH/SAFETY PHILADELPHIA INDEMNITY INSURANCE COMPANY PO BOX 70251 PHILADELPHIA PA 19176 231738402 17696 INSURANCE PREMIUMS PAID ON BEHALF OF GREATER CORNERSTONE COMMUNITY DEVELOPMENT PROJECT (A 501C3 ENTITY) PUBLIC SERVICE COMPANY OF OKLAHOMA PO BOX 24421 CANTON OH 44701 730410895 18585 ELECTRIC UTILITY SERVICES PAID ON BEHALF OF GREATER CORNERSTONE COMMUNITY DEVELOPMENT PROJECT (A 501C3 ENTITY) RETIRED SENIOR VOLUNTEER PROGRAM 5756 E 31ST ST TULSA OK 741355103 731009086 501 (C) 3 88950 EDUCATION ROGERS COUNTY UNITED WAY PO BOX 1165 CLAREMORE OK 74018 731249045 501 (C) 3 118000 FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS SHOW INC 425 W WELLS SAPULPA OK 74066 731028650 501 (C) 3 133835 FINANCIAL STABILITY AND HEALTH/SAFETY SALVATION ARMY THE 1616 S MAIN TULSA OK 74119 730579266 501 (C) 3 1510444 EDUCATION, HEALTH/SAFETY, AND FINANCIAL STABILITY SAND SPRINGS COMMUNITY SERVICES 15 E 2ND ST SAND SPRINGS OK 74063 730582550 501 (C) 3 79615 FINANCIAL STABILITY SCHNAKE TURNBO FRANK 200 E 5TH ST STE 1500 TULSA OK 741035004 730803265 24000 CONSULTING FOR STRATEGIC PLANNING FOR A WAY HOME FOR TULSA COLLABORATIVE INITIATIVE STREET SCHOOL 1135 S YALE AVE TULSA OK 741125396 730942963 501 (C) 3 255007 EDUCATION 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 228181 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 188529 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 440885 HEALTH/SAFETY AND FINANCIAL STABILITY TULSA CASA INC 700 S BOSTON STE 230 TULSA OK 74119 731312870 501 (C) 3 117609 HEALTH/SAFETY TULSA COMMUNITY COLLEGE FOUNDATION 6111 E SKELLY DRIVE SUITE 602 TULSA OK 74135 237103807 501 (C) 3 50000 INNOVATION GRANT FOR WORKFORCE TULSA TULSA COMMUNITY FOUNDATION 7030 S YALE AVE STE 600 TULSA OK 74136 731554474 501 (C) 3 5000 INNOVATION GRANT TULSA COMMUNITY FOUNDATION 7030 S YALE AVE STE 600 TULSA OK 74136 731554474 501 (C) 3 120000 CAMPAIGN TO PREVENT TEEN PREGNANCY TULSA COMMUNITY FOUNDATION 7030 S YALE AVE STE 600 TULSA OK 74136 731554474 501 (C) 3 100000 IMPACT TULSA EDUCATION INITIATIVE TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER TULSA OK 74103 731557819 501 (C) 3 245000 HEALTH/SAFETY AND FINANCIAL STABILITY 12 AND 12 INC 6333 E SKELLY DR TULSA OK 74135 731242962 501 (C) 3 330000 HEALTH/SAFETY AND FINANCIAL STABILITY UNIVERSITY OF OKLAHOMA FOUNDATION INC 100 TIMBERDELL ROAD NORMAN OK 73019 736091755 501 (C) 3 5000 INNOVATION GRANT VISITING NURSE ASSOCIATION OF TULSA 7875 E 51ST ST STE N-3 TULSA OK 74145 731130509 501 (C) 3 495000 HEALTH/SAFETY VISITING NURSE ASSOCIATION OF TULSA 7875 E 51ST ST STE N-3 TULSA OK 74145 731130509 501 (C) 3 5000 INNOVATION GRANT VITA PROGRAM 1430 S BOULDER AVE TULSA OK 74119 730580283 501 (C) 3 80000 EARNED INCOME TAX CREDIT PROGRAM 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 823524 HEALTH/SAFETY AND EDUCATION YOUNG WOMENS CHRISTIAN ASSOCIATION 1910 S LEWIS AVE STE 200 TULSA OK 741045708 730579296 501 (C) 3 435943 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 130732 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY YOUTH SERVICES OF TULSA 311 S MADISON TULSA OK 74120 730785251 501 (C) 3 728066 HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY YOUTH SERVICES OF TULSA 311 S MADISON TULSA OK 74120 730785251 501 (C) 3 90044 INNOVATION GRANT A NEW LEASH ON LIFE 7949 S I-35 SERVICE ROAD OKLAHOMA CITY OK 73149 300365904 501 (C) 3 6438 DESIGNATIONS COMBINED FEDERAL CAMPAIGN AMERICAS CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 20151 541517707 501 (C) 3 5630 DESIGNATIONS COMBINED FEDERAL CAMPAIGN ANIMAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943193389 501 (C) 3 18651 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 5479 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHARITIES UNDER 1 OVERHEAD FEDERATION PO BOX 47854 SAN FRANCISCO CA 94145 273132554 501 (C) 3 5006 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDREN FIRST AMERICAS CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 20151 300186795 501 (C) 3 6677 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDRENS CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943148588 501 (C) 3 6529 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDRENS MEDICAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 270093393 501 (C) 3 7878 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHRISTIAN SERVICE CHARITIES 7620 LITTLE RIVER TPKE STE 600 ANNANDALE VA 22003 943193374 501 (C) 3 20463 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY FOOD BANK OF EASTERN OK 1304 N KENOSHA AVE TULSA OK 74106 731184980 501 (C) 3 6056 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY HEALTH CHARITIES 200 N GLEBE RD STE 801 ARLINGTON VA 222033728 136167225 501 (C) 3 27367 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY HEALTH CHARITIES OF OKLAHOMA 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 25594 DESIGNATIONS COMBINED FEDERAL CAMPAIGN GLOBAL IMPACT 66 CANAL CENTER PLAZA STE 310 ALEXANDRIA VA 22314 521273585 501 (C) 3 11238 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HEALTH AND MEDICAL RESEARCH CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943217739 501 (C) 3 10193 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HEALTH FIRST - AMERICA'S CHARITIES 14150 NEWBROOK DRIVE STE 110 CHANTILLY VA 20151 300186796 501 (C) 3 6711 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LAKE AREA UNITED WAY INC PO BOX 1612 MUSKOGEE OK 744021612 730581441 501 (C) 3 49566 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LITTLE LIGHT HOUSE INC THE 5120 E 36TH ST TULSA OK 74135 730939422 501 (C) 3 11991 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MAKE A WISH FOUNDATION OF OKLAHOMA 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731176743 501 (C) 3 8777 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MEALS ON WHEELS OF METRO TULSA 12620 E 31ST STREET TULSA OK 74146 731125389 501 (C) 3 9274 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MILITARY VETERANS AND PATRIOTIC SERVICE ORGANIZATIONS OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943193418 501 (C) 3 18466 DESIGNATIONS COMBINED FEDERAL CAMPAIGN UNIQUE AND NOTEWORTHY CHARITIES PO BOX 45754 SAN FRANCISCO CA 94145 463016556 501 (C) 3 6054 DESIGNATIONS COMBINED FEDERAL CAMPAIGN WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 202370934 501 (C) 3 8582 DESIGNATIONS COMBINED FEDERAL CAMPAIGN OK SAVE A DOG 990214 S 3580 ROAD PRAGUE OK 74864 870692917 501 (C) 3 6036 DESIGNATIONS COMBINED FEDERAL CAMPAIGN 93 5 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 230257 0 17500 0 0 0 19800 0 21735 0 289292 0 0 0 TENZYTHOFF DERK SR. VP RESOURCE DEVELOPMENT 123671 0 7262 0 0 0 10819 0 10262 0 152014 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 322203 HEALTH INSURANCE PROVIDER 0 BECKY J FRANK CHAIRMAN AND CEO S BOARD DIRECTOR 21000 PUBLIC RELATIONS FIRM THAT PROVIDED COUNSEL DURING 2014 0 DON WALKER CHIEF EXECUTIVE OFFICER BOARD DIRECTOR 250000 DEPOSITORY BANK 0 PAUL CORNELL DEPUTY CHIEF EXECUTIV BOARD DIRECTOR 250893 DEPOSITORY BANK 0 MARK GRAHAM BOARD DIRECTOR GRAND PRESIDENT AND CEO 1282223 DEPOSITORY BANK 0 0 X 17 237270 FAIR MARKET VALUE X FULL PAGE ADS 3 73000 FAIR MARKET VALUE X FURNITURE 1 2200 FAIR MARKET VALUE X EVENT FOOD & PRIZES 9 605 FAIR MARKET VALUE X COMPUTER EQUIPMENT 1 570 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.