2014-12-16T09:55:33-06:00 2014-06-30 731413977 HOGANTAYLOR LLP 11600 BROADWAY EXTENSION SUITE 300 OKLAHOMA CITY OK 73114 990 2013-07-01 731501645 OKLAHOMA CENTER FOR NONPROFITS INC OKLA 4054636886 720 W WILSHIRE BLVD NO 115 OKLAHOMA CITY OK 73116 MARNIE TAYLOR PRESIDENT AND CEO 4054636886 2014-12-15 1 W LYNDEL LACKEY P00234298 4058482020 2013 2015-11-30 17:44:51Z MARNIE TAYLOR 720 W WILSHIRE BLVD NO 115 OKLAHOMA CITY OK 73116 1253052 0 X WWW.OKLAHOMACENTERFORNONPROFITS.ORG X 1997 OK BUILDING BETTER COMMUNITIES THROUGH EFFECTIVE NONPROFITS BY PROVIDING EDUCATION, TRAINING, CONSULTING, MEMBERSHIP SERVICES, ADVOCACY AND RECOGNITION PROGRAMS FOR NONPROFIT ORGANIZATIONS THROUGHOUT OKLAHOMA. 31 31 12 84 0 0 752269 856427 346543 345111 8467 7541 -182057 -212091 925222 996988 0 0 0 0 608516 603622 0 0 78768 343999 350570 952515 954192 -27293 42796 437027 528227 51062 90901 385965 437326 X BUILDING BETTER COMMUNITIES THROUGH EFFECTIVE NONPROFITS. 0 0 280544 17700 "ONE" OKLAHOMA NONPROFIT EXCELLENCE AWARDS:THE OKLAHOMA NONPROFIT EXCELLENCE AWARDS PROGRAM IS THE CENTER'S SIGNATURE RECOGNITION PROGRAM FOR NONPROFITS STATEWIDE. TWENTY-FOUR NONPROFIT ORGANIZATIONS ARE SELECTED BY AN INDEPENDENT COMMISSION FOR EXCELLENCE IN SERVICE AND HONORED AT AN EVENT EACH APRIL. THE SELECTION COMMISSION WORKS THROUGHOUT THE YEAR TO NOMINATE AND SELECT THE 24 NONPROFITS HONORED. THE 24 NONPROFITS EACH RECEIVE A CASH AWARD OF $5,000-$10,000 THAT MAY BE USED AT THEIR DISCRETION (OPERATING OR PROGRAM FUNDS). HONOREES ARE SPLIT INTO EIGHT CATEGORIES: ART AND HUMANITIES, COMMUNITY, EDUCATION, HEALTH SERVICES, SELF-SUFFICIENCY, SENIORS, OPEN, AND YOUTH DEVELOPMENT. 333950 185175 TRAINING AND CONSULTING:THE CENTER PROVIDES EXECUTIVE EDUCATION THROUGH TRAINING WORKSHOPS AND CONSULTING PROJECTS DESIGNED TO BUILD CAPACITY IN NONPROFIT ORGANIZATIONS. ATTENDEES INCLUDE NONPROFIT BOARD MEMBERS, EXECUTIVE AND PROGRAM STAFF, VOLUNTEERS AND OTHER NONPROFIT STAKEHOLDERS. SUBJECTS FOR TRAINING AND CONSULTATION INCLUDE BOARD GOVERNANCE AND DEVELOPMENT, NONPROFIT MANAGEMENT, ACCOUNTING, FUNDRAISING, ETHICS, LEGAL ISSUES, MARKETING AND OPERATIONS. 87835 73871 STANDARDS OF EXCELLENCE:CREATED BY THE MARYLAND ASSOCIATION OF NONPROFITS, THE STANDARDS FOR EXCELLENCE CLINIC SERIES IS A 4-PART SERIES ADDRESSING EIGHT GUIDING PRINCIPLES AND 55 PERFORMANCE STANDARDS TO INCREASE TRANSPARENCY AND EFFICIENCY OF FIDUCIARY AND ORGANIZATIONAL MANAGEMENT. THE PRINCIPLES EXCEED THE MINIMUM LEGAL REQUIREMENTS FOR NONPROFITS AND ADDRESS BOARD GOVERNANCE, MISSION, PROGRAMS, ACCOUNTING, HUMAN RESOURCES, LEGAL AND ETHICAL COMPLIANCE, FUNDRAISING, PUBLIC EDUCATION AND PUBLIC POLICY LOBBYING. 24204 73188 "VISIONS" A CELEBRATION OF NONPROFIT LEADERSHIP AWARDS:THE VISIONS AWARDS PROGRAM HONORS FOUR INDIVIDUALS WHO ACT AS AGENTS OF CHANGE IN THE COMMUNITY, PROVIDING LEADERSHIP TO ENRICH AND ENLIVEN THOSE WHOM THEY SERVE. THOSE HONORED ARE THOUGHTFUL, PASSIONATE, TENACIOUS AND CREATIVE IN SEEKING SOLUTIONS TO PROBLEMS THAT EFFECT TANGIBLE IMPACT TO CHANGE. MEMBERSHIP:AS A SERVICE OF THE CENTER, WE OFFER MEMBERSHIP TO NONPROFIT ORGANIZATIONS FROM THROUGHOUT OKLAHOMA. MEMBERSHIP FEES ARE BASED ON ORGANIZATIONAL BUDGET SIZES AND ARE EFFECTIVE FOR ONE YEAR. MEMBERS RECEIVE DISCOUNTS ON CENTER TRAINING PROGRAMS, AS WELL AS DISCOUNTS ON GOODS AND SERVICES THAT INCLUDE DIRECTORS AND OFFICERS INSURANCE, TECHNOLOGY, OFFICE SUPPLIES, ETC.POLICY & OUTREACH:NONPROFITS ARE EDUCATED ON THE RULES AND REGULATIONS REGARDING ADVOCACY AND ARE UPDATED ON LEGISLATIVE DEVELOPMENTS THAT AFFECT THE NONPROFIT SECTOR. LEGISLATORS ARE EDUCATED ABOUT THE SOCIAL AND ECONOMIC IMPACT OF NONPROFIT WORK. THE OKLAHOMA CENTER FOR NONPROFITS ENGAGES IN LOBBYING ACTIVITIES WHEN NECESSARY. 24204 73188 726533 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X X THE ORGANIZATION 4054636886 720 W WILSHIRE BLVD NO 115 OKLAHOMA CITY OK 73116 JANIE AXTON BOARD CHAIR 6.00 X X 0 0 0 DONALD BAKER DIRECTOR 1.00 X 0 0 0 EUGENE TIMOTHY COLWELL DIRECTOR 1.00 X 0 0 0 ALICE DAHLGREN DIRECTOR 1.00 X 0 0 0 TRICIA LOUISE EVEREST DIRECTOR 2.00 X 0 0 0 JAMES FARRELL DIRECTOR 2.00 X 0 0 0 RISHA GRANT DIRECTOR 1.00 X 0 0 0 JOHN HARPER DIRECTOR 3.00 X 0 0 0 DANIELLE HOELTZEL DIRECTOR 4.00 X 0 0 0 ANDI HOLLAND DIRECTOR 4.00 X 0 0 0 PAULA HUCK DIRECTOR 2.00 X 0 0 0 ALANA HUGHES DIRECTOR 2.00 X 0 0 0 LISA JOHN DIRECTOR 1.00 X 0 0 0 STEVE KERR DIRECTOR 3.00 X 0 0 0 DAMON KING DIRECTOR 4.00 X 0 0 0 CRAIG KNUTSON SECRETARY/TREASURER 3.00 2.00 X 0 0 0 KELLY KRAHL DIRECTOR 2.00 X 0 0 0 MANDY LEEMHUIS DIRECTOR 1.00 X 0 0 0 BRIAN MCCLAIN DIRECTOR 2.00 X 0 0 0 JOYCE MADEWELL DIRECTOR 2.00 X 0 0 0 JEFF MOEN DIRECTOR 4.00 X 0 0 0 JOE MORAN DIRECTOR 4.00 X 0 0 0 ANN OWENS DIRECTOR 3.00 X 0 0 0 KATHY POTTS IMMEDIATE PAST CHAIR 5.00 2.00 X 0 0 0 CHRISTINA REHKOP DIRECTOR 2.00 X 0 0 0 SHELLY SANDERS BOARD CHAIR ELECT 6.00 X 0 0 0 MARK TOWLER DIRECTOR 2.00 X 0 0 0 JOHNNA R WALKER DIRECTOR 2.00 X 0 0 0 MARK WILLIAMS DIRECTOR 2.00 X 0 0 0 SUSAN WINCHESTER DIRECTOR 2.00 X 0 0 0 JAMES YOUNG DIRECTOR 4.00 X 0 0 0 MARNIE TAYLOR PRESIDENT & CEO 40.00 2.00 X 84207 0 7434 JAMES ARNOLD ACCOUNTANT 40.00 X 27163 0 4374 111370 0 11808 0 0 0 0 0 541108 315319 856427 TRAINING & CONSULTING 541900 195161 195161 MEMBERSHIP FEES 541900 149950 149950 345111 7541 7541 39150 541108 256064 -216914 -216914 OTHER INCOME 541900 4823 4823 4823 996988 349934 0 -209373 145089 109247 22219 13623 380081 286189 58206 35686 39050 29403 5981 3666 39402 29668 6034 3700 16800 14821 1979 85246 75206 10040 16111 14606 66 1439 102315 77545 17878 6892 1669 1234 280 155 55934 43118 8589 4227 29843 18714 2445 8684 21635 18850 2590 195 5613 5613 6919 6919 BANK CHARGES 5823 5270 52 501 BOOKS 2662 2662 954192 726533 148891 78768 308913 332250 1093 1093 4649 53209 10232 13599 13287 19025 107298 99936 5731 7362 93122 101689 437027 528227 47432 69461 3630 21440 51062 90901 X 214764 200489 78079 135148 93122 101689 385965 437326 437027 528227 42796 8565 0 X 0 1 X 1 0 X 794885 892460 910256 882820 1006377 4486798 794885 892460 910256 882820 1006377 4486798 1645612 2841186 2988 19 6085 8467 7541 25100 31321 20199 14976 15205 43973 125674 4637572 932808 0.61260 0.59460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2009 AMOUNT: $ 31,321. 2010 AMOUNT: $ 20,199. 2011 AMOUNT: $ 14,976. 2012 AMOUNT: $ 15,205. 2013 AMOUNT: $ 4,823. FUNDRAISING INCOME - 2013 AMOUNT: $ 39,150. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4320 2880 7200 719333 726533 133980 33495 0 0 163442 136354 133980 433776 650664 9345 9897 7200 26442 40861 34089 33495 108445 162668 7476 5938 4320 17734 PART II-A, LOBBYING ACTIVITY: THE OKLAHOMA CENTER FOR NONPROFITS HELD A NONPROFIT ADVOCACY DAY AT THE STATE CAPITOL TO EDUCATE LEGISLATORS ON THE ECONOMIC IMPACT OF THE NONPROFIT SECTOR IN OKLAHOMA. THE CENTER PARTICIPATED WITH THE NATIONAL COUNCIL OF NONPROFITS IN A NATIONAL LOBBY DAY IN WASHINGTON D.C., IN WHICH THE CENTER SHARED ECONOMIC IMPACT INFORMATION TO SENATORS AND REPRESENTATIVES FROM OKLAHOMA. 107298 99936 7362 7362 ENDOWED FUNDS HELD BY COMMUNITY FOUNDATIONS 101689 101689 1360461 8567 98842 256064 363473 996988 0 996988 1309098 98842 256064 354906 954192 0 954192 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 256,064. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 256,064. VISION EVENT 176754 155304 21450 4000 1605 1200 25228 0 21224 ONE AWARDS EVENT 403504 385804 17700 142500 2889 480 29512 27426 580258 541108 39150 146500 4494 1680 54740 48650 256064 -216914 FORM 990, PART VI, SECTION B, LINE 11 THE PUBLIC ACCOUNTABILITY COMMITTEE REVIEWS AND APPROVES THE 990, WHICH IS THEN SENT TO THE FULL GOVERNING BODY FOR REVIEW AND AUTHORIZATION TO FILE. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNING BODY REQUIRES DISCLOSURE OF ANY CONFLICTS OF INTEREST THROUGH AN ANNUAL DISCLOSURE STATEMENT, SIGNED BY THE BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BOARD REVIEWS ANNUALLY THE COMPENSATION LEVEL OF THE PRESIDENT/CEO AND DOES AN ANNUAL WORK PERFORMANCE REVIEW OF THE PRESIDENT/CEO. SETTING THE PRESIDENT/CEO'S SALARY FOR THE YEAR IS BASED ON SALARIES OF OTHER LIKE POSITIONS IN THE STATE OF OKLAHOMA'S NONPROFIT SECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S ANNUAL REPORT IS ALSO AVAILABLE TO THE PUBLIC ON REQUEST, AS WELL AS ACCESSIBLE THROUGH THE ORGANIZATION'S WEBSITE AND THROUGH THE 990 FINANCIAL DATA WHICH IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE AND ON GUIDESTAR. POTTS FAMILY FOUNDATION 655 RESEARCH PARKWAY 500A OKLAHOMA CITY OK 73104 731119767 PROVIDING SUSTAINABLE SOLUTIONS TO SOCIAL PROBLEMS IN OKLAHOMA. OK 501(C)(3) LINE 11C, III-FI 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 POTTS FAMILY FOUNDATION C 140000 CASH GRANTS