2015-11-16T16:43:33-06:00 2014-12-31 GRANT THORNTON LLP 211 N Robinson Ste 1200 Oklahoma City OK 73102 990 2014-01-01 730589829 UNITED WAY OF CENTRAL OKLAHOMA INC % PAMELA F COX UNIT 4052368441 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 DEBBY HAMPTON CEO 4052368441 2015-11-16 true M Brandon Young P00440841 4052182800 2014 2016-04-25 22:37:26Z DEBBY HAMPTON 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 26787936 false X WWW.UNITEDWAYOKC.ORG X 1952 OK TO IMPROVE THE HEALTH, SAFETY, EDUCATION, and economic well-being of individual families in need in Central Oklahoma 77 77 60 2539 0 0 35290065 26624648 0 0 15030 12070 129665 151218 35434760 26787936 16943558 17301229 0 0 2325715 2111857 0 0 1665163 5789627 7271204 25058900 26684290 10375860 103646 44750896 43447556 8630845 7622976 36120051 35824580 X United Way of Central Oklahoma is committed to improve the health, safety, education, and economic well-being of individual families in central Oklahoma by connecting community resources with responsive and accountable health and human services agencies. false false 23966626 17301229 0 THE UNITED WAY OF CENTRAL OKLAHOMA IS A CHARITABLE ORGANIZATION WITH A VISION TO BUILD A STRONGER, HEALTHIER, AND MORE COMPASSIONATE COMMUNITY. WE ACCOMPLISH THIS BY CONVENING AND FUNDING QUALIFIED HEALTH, YOUTH, AND HUMAN SERVICE CHARITIES WHO SERVE THE LOCAL NEEDS OF COMMUNITIES WITHIN SEVEN CENTRAL OKLAHOMA COUNTIES. SINCE 1923, UNITED WAY OF CENTRAL OKLAHOMA HAS PARTNERED WITH NON-PROFIT AGENCIES TO PROVIDE EXPERTISE, SUPPORT, AND SOLUTIONS TO THE NEEDS OF ITS LOCAL CITIZENS. WE FUND PROGRAMS OF PARTNER AGENCIES WITH DONATIONS COLLECTED FROM THE PUBLIC IN AN ANNUAL CAMPAIGN HELD IN THE FALL. AS A PART OF THE CAMPAIGN INITIATIVE, UNITED WAY OF CENTRAL OKLAHOMA ALSO MANAGES FEDERAL, STATE, AND MUNICIPAL EMPLOYEE CAMPAIGNS. THE DONATED FUNDS ARE DISTRIBUTED THE FOLLOWING YEAR TO PARTNER AGENCIES THROUGH AN ALLOCATION PROCESS CALLED COMMUNITY INVESTMENT. TO SUPPORT OUR COMMITMENT TO ACCOUNTABILITY AND TRANSPARENCY, ALLOCATION DECISIONS ARE MADE BY MORE THAN 200 COMMUNITY VOLUNTEERS FROM OUR DONOR BASE AND DONOR DETERMINED DESIGNATIONS, WHICH ARE APPROVED BY UNITED WAY'S BOARD OF DIRECTORS. UNITED WAY OF CENTRAL OKLAHOMA PLAYS AN INTEGRAL ROLE IN MANY COMMUNITY INITIATIVES AND PROVIDES PROGRAMS SUCH AS THE VOLUNTEER CENTER, WHICH IS A VOLUNTEER CLEARINGHOUSE TO SUPPORT TUTORING PROGRAMS, READERS, AND OTHER SOCIAL SERVICES; THE CENTRAL OKLAHOMA TURNING POINT TO ADDRESS LOCAL PUBLIC HEALTH ISSUES; AND THE PUBLISHED RESEARCH INFORMATION WE PROVIDE CIVIC LEADERS AND CITIZENS TO RAISE AWARENESS OF CURRENT COMMUNITY NEEDS. 23966626 true true false false false false false false false true false false false false true false true false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 16 0 true 60 true false false false false false true true false false false false X 77 77 true false false false false false false true true false false true true true true true true true true false OK X PAMELA F COX 4055233518 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 LEE SYMCOX SECRETARY/TREASURER 1.0 0.0 X X 0 0 0 SHANE WHARTON ASSISTANT SECRETARY/TREASURER 1.0 0.0 X X 0 0 0 DAVID THOMPSON Chair 1.0 0.0 X X 0 0 0 See BOD Listing Attached Director 1.0 0.0 X 0 0 0 DEBBY HAMPTON CEO & PRESIDENT 50.0 0.0 X 159350 0 0 NINA DAYLOR Executive VP 50.0 0.0 X 105756 0 0 ANNIE BARNES CFO 40.0 0.0 X 44888 0 0 KIMBERLY JOHNSON CFO 40.0 0.0 X 35817 0 0 345811 0 0 2 false true false 0 26624648 102570 26624648 0 12070 12070 0 0 0 0 0 0 0 0 0 MISC. INCOME 69245 69245 ADMIN. FEE FROM UNITED WAY LOGAN COUNTY 57544 57544 ADMIN. FEE FROM UNITED WAY CANADIAN COUNTY 24429 24429 151218 26787936 81973 81315 17301229 17301229 0 0 0 345811 120394 87300 138117 0 1308215 455455 330258 522502 0 332246 115671 83876 132699 125585 43722 31704 50159 0 0 0 0 0 0 97685 2527 36853 58305 117447 25438 35633 56376 145207 11979 51597 81631 0 0 126936 49160 77776 27090 2782 9414 14894 0 26942 1087 10013 15842 0 207259 55048 72000 80211 254660 98625 156035 0 DISASTER RELIEF 5298572 5298572 REMERGE PROGRAM 493750 493750 CFC CAMPAIGN EXPENSE 211912 82070 129842 CITY CAMPAIGN EXPENSE 58128 22512 35616 205616 38972 51486 115158 26684290 23966626 1052501 1665163 X 29829364 25341063 1444218 1444628 9644667 12741295 0 0 0 0 0 0 0 0 0 0 0 0 5342015 1445478 3795764 3896537 0 0 0 0 0 0 0 0 36883 24033 44750896 43447556 7992584 7622976 0 0 0 0 0 0 0 0 0 0 638261 0 0 0 0 0 8630845 7622976 X 19790422 26138443 16329629 9686137 0 0 36120051 35824580 44750896 43447556 X 103646 -399117 X false true X true false X 18659882 29554386 23163387 35290065 26624648 133292368 0 0 18659882 29554386 23163387 35290065 26624648 133292368 0 133292368 31513 33755 20562 15030 12070 112930 0 58586 86185 94446 77707 151218 468142 133873440 134031 0.99566 0.99594 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4325986 858802 3467184 668567 488965 179602 347462 94711 249751 3896537 0 0 Part X, Line 2 The Internal Revenue Service has determined that United Way of Central Oklahoma Incorporated, United Way of Logan County, and United Way of Canadian County are exempt from federal income taxes under section 501(a) of the Internal Revenue Code as organizations described in section 501(c)(3). Taxes may be assessed at the normal corporate rates on income derived from unrelated business activities not substantially related to United Ways exempt function. There was no unrelated business taxable income in 2014. Management has reviewed United Ways tax positions and concluded that there are no uncertain tax positions that require adjustments in order for the financial statements to be in compliance with authoritative guidance. Any penalties or interest expense, if incurred, would be charged to miscellaneous expense in the statement of functional expenses. Generally, United Way is not subject to income tax examination by federal, state or local tax authorities for years before 2011. true SEE attached statement SEE attached statement oklahoma city OK 73106 16369993 program support 140 0 PART I, Line 2 UNITED WAY OF CENTRAL OKLAHOMA INCORPORATED IS A CHARITABLE ORGANIZATION THAT RAISES DONATIONS AND CONTRIBUTIONS, INCLUDING DONOR-DESIGNATED PLEDGES FROM INDIVIDUALS, BUSINESSES, AND OTHERS IN THE COMMUNITY THROUGH AN ANNUAL FUNDRAISING COMPAIGN ("ANNUAL CAMPAIGN"). THESE FUNDS ARE ALLOCATED AMONG, AND TIMELY PAID TO APPROXIMATELY 60 OTHER CHARITABLE ORGANIZATIONS THAT DIRECTLY PROVIDE BENEFITS AND SERVICES TO INDIVIDUALS IN SEVEN CENTRAL OKLAHOMA COUNTIES. THIS IS ACCOMPLISHED THROUGH AN ALOCATIONS PROCESS CONDUCTED BY COMMUNITY VOLUNTEERS, DONOR-DETERMINED DESIGNATIONS, AND APPROVED BY UNITED WAY'S GOVERNING BOARD OF VOLUNTEER COMMUNITY LEADERS. ORGANIZATIONS MUST MEET MEMBERSHIP REQUIREMENTS WHICH INCLUDE, AMONG OTHER REQUIREMENTS, THE FOLLOWING: 1. ORGANIZATIONS MUST CONDUCT A RECOGNIZED PROGRAM OF HEALTH AND WELLNESS WITHIN CENTRAL OKLAHOMA. 2. ORGANIZATIONS MUST SHOW EVIDENCE THAT THEY ARE EFFECTIVELY MEETING A MAJOR NEED. 3. IF LOCAL, ORGANIZATIONS MUST BE INCORPORATED UNDER THE STATE LAWS OF OKLAHOMA AS A NON-PROFIT CHARITABLE ORGANIZATION. 4. ORGANIZATIONS MUST BE CERTIFIED BY THE IRS AS CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES. 5. ORGANIZATIONS MUST DEMONSTRATE A BUDGETARY NEED FOR THE ALLOCATION. 6. ORGANIZATIONS MUST DEMOSTRATE FINANCIAL ACCOUNTABILITY. IN ADDITION TO CONDUCTING THE ANNUAL UNITED WAY CAMPAIGN, UNITED WAY SERVES, UNDER CONTRACTUAL ARRANGEMENT, AS THE PRINCIPAL COMBINED FUNDRAISING ORGANIZATION (PCFO) FOR THE CFC CAMPAIGN, THE CENTRAL OKLAHOMA FUNDRAISING CAMPAIGN FOR ALL FEDERAL EMPLOYEES SELECTED BY THE LOCAL FEDERAL COORDINATING COMMITTEE. UNITED WAY ALSO SERVES AS THE PCFO FOR THE STATE AND CITY EMPLOYEE CAMPAIGNS. THESE CAMPAIGN DONORS ARE REQUIRED TO DESIGNATE THEIR GIFTS TO ELIGIBLE CHARITABLE ORGANIZATIONS (INCLUDING UNITED WAY OF CENTRAL OKLAHOMA) THROUGHOUT THE COUNTRY. A LIST OF THE ELIGIBLE CHARITABLE ORGANIZATIONS IS PROVIDED TO THE DONORS BY THEIR EMPLOYER. MANY OF THESE ORGANIZATIONS ARE NOT PARTNER AGENCIES DIRECTLY SUPPORTED BY THE UNITED WAY OF CENTRAL OKLAHOMA. IN ACCORDANCE WITH ITS CONTRACTUAL OBLIGATION, UNITED WAY OF CENTRAL OKLAHOMA DISTRIBUTES THESE DONATIONS IN ACCORDANCE WITH THE DONOR'S DESIGNATION. X false false false false false false false false false DEBBY HAMPTON CEO & PRESIDENT 149350 0 10000 0 0 0 0 0 0 0 159350 0 0 0 X 9 102570 FAIR MARKET VALUE false true false PART VI, SECTION A, QUESTION 2 Board Relationships THE BOARD OF DIRECTORS OF THE ORGANIZATION IS EXTREMELY ROBUST AND ENCOMPASSES INFLUENTIAL BUSINESS MEN AND WOMEN IN THE COMMUNITY. AS SUCH IT IS POSSIBLE THAT MEMBERS MAY HAVE BUSINESS/FAMILY RELATIONSHIPS. HOWEVER, THESE POTENTIAL RELATIONSHIPS DO NOT CREATE ANY ISSUES OR CONFLICTS IMPACTING THE OPERATION OF THE ORGANIZATION. PART VI, SECTION B, QUESTION 11B Form 990 Review Process THE FORM 990 WAS REVIEWED BY THE EXECUTIVE COMMITTEE AND THE CHAIRMAN OF THE AUDIT COMMITTEE PRIOR TO FILING THE RETURN. PART VI, SECTION B, QUESTION 12C Conflict of Interest Policy THE ORGANIZATION REQUIRES AN ANNUAL ACKNOWLEDGEMENT THAT THERE ARE NO VIOLATIONS OF THE CONFLICT OF INTEREST POLICY. PART VI, SECTION B, QUESTIONs 15A & 15B Compensation Process THE COMPENSATION OF THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. ALL OTHER POSITIONS' SALARY LEVELS ARE REVIEWED AND APPROVED ANNUALLY BY THE PERSONNEL/HUMAN RESOURCES COMMITTEE. ALL INCREASES ARE BASED ON MERIT. PART IV, Line 28 Transactions with related parties THE BOARD OF DIRECTORS ARE BUSINESS MEN AND WOMEN AMONG THE COMMUNITY. THE ORGANIZATION MAY HAVE SOME BUSINESS RELATIONS WITH MEMBERS OF THE BOARD BUT ALL TRANSACTIONS ARE DONE AT ARMS LENGTH. PART VI, SECTION C, QUESTION 19 How Documents are made available to the public THE ORGANIZATION ALLOWS THE PUBLIC TO VIEW ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BY REQUESTING THEM AT THE ORGANIZATION'S MAIN OFFICE. PART XI, LINE 9 Accrued Pension ADJUSTMENT - $(333,691) NET LOSS OF UNITED WAY LOGAN COUNTY - $(51,144) NET LOSS OF UNITED WAY CANADIAN COUNTY - $(14,282) Part VI, Section A, Line 1a Executive Committee Article VI, Section 1, of the organization's bylaws establishes an executive committee. The Executive committee consists of the Chair of the Board, Chair Elect, Vice Chair, Secretary/treasurer, and various committee chairs. The duties of the Executive committee include meeting in the absence of the board to conduct all necessary activities to ensure the continued operation of United Way. The Executive Committee shall have and make use of such powers as the board shall delegate. Activities of the Executive committee are reported to the board of directors at their next meeting.