TULSA AREA UNITED WAY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TULSA AREA UNITED WAY (EIN 73-0580283)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-15
- IRS object ID
- 201311989349300626
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-15T14:07:35-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731413977 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 S UTICA PL SUITE 400 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741147000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730580283 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA AREA UNITED WAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TULS | NameControl |
| Phone | 9185837171 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 SOUTH BOULDER | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74119 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK R GRAHAM | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 9185837171 | Phone |
| Date Signed | 2013-07-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOU ANN GIBSON | Name |
| PTIN | P00405885 | PTIN |
| Phone | 9187452333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK R GRAHAM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 SOUTH BOULDER | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25508800 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TAUW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 51 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 50 | NbrIndependentVotingMembers |
| Total Nbr Employees | 30 | TotalNbrEmployees |
| Total Nbr Volunteers | 6600 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 24449236 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25398291 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 116142 | InvestmentIncomePriorYear |
| Investment Income Current Year | 96845 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 24340 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13664 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24589718 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25508800 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 20739735 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 20041903 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1978558 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1940741 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1457793 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 730323 | OtherExpensePriorYear |
| Other Expenses Current Year | 925609 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23448616 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22908253 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1141102 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2600547 | RevenuesLessExpensesCY |
| Total Assets BOY | 33087903 | TotalAssetsBOY |
| Total Assets EOY | 35571281 | TotalAssetsEOY |
| Total Liabilities BOY | 20550916 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20350993 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12536987 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15220288 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8743679 | Expense |
| Grants | 8573566 | Grants |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8743679 | Expense |
| Grants | 8573566 | Grants |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1520640 | Expense |
| Grants | 1491055 | Grants |
| Description | 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. | Description |
Activity Other ActivityOther (6 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 211430 | 209110 | VENTURE GRANTS |
| 481693 | 451680 | COMBINED FEDERAL CAMPAIGN DESIGNATIONS |
| 9752 | 9747 | COMBINED STATE CAMPAIGN DESIGNATIONS |
| 118742 | 118000 | ROGERS COUNTY UNITED WAY |
| 41949 | 41855 | OTHER DESIGNATIONS |
| 573324 | 573324 | OTHER SPECIAL FOUNDATION GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1436890 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1403716 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 20444888 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 30 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 51 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 50 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSICA HARGIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9185837171 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 SOUTH BOULDER | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74119 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (54 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BACHMAN PAGE | |||||||
| ETHICS OFFICER | 1.00 | X | 0 | 0 | 0 | ||
| BAILEY KELLI | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BALLARD KEITH | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BARIMO BASIL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BENDER JAMES J | |||||||
| CHAIRMAN | 0.50 | X | 0 | 0 | 0 | X | |
| BICKERT SUSAN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BINKLEY BRUCE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CADIEUX CHET | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CALLISON JEFF | |||||||
| DIRECTOR AT LARGE | 0.50 | X | 0 | 0 | 0 | ||
| CAPRON STEVE | |||||||
| DIRECTOR AT LARGE | 0.50 | X | 0 | 0 | 0 | ||
| CHRISTNER DANNY | |||||||
| DIRECTOR AT LARGE | 0.50 | X | 0 | 0 | 0 | ||
| COLLINS WILLIAM J III | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CORNELL PAUL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CRIPPEN JEFF | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ELLINOR DAN | |||||||
| ASST. SECRETARY | 0.50 | X | 0 | 0 | 0 | X | |
| ELLISON ELIZABETH | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| EWING ROBYN | |||||||
| VICE CHAIR | 0.50 | X | 0 | 0 | 0 | ||
| FRANK BECKY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| GATES CATHY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| GIBSON JOHN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| GROSS KEVIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| HAYNES TED | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JONES WILLARD | |||||||
| DIRECTOR AT LARGE | 0.50 | X | 0 | 0 | 0 | ||
| KEGLOVITS DAVID | |||||||
| SECRETARY | 0.50 | X | 0 | 0 | 0 | X | |
| KNEALE JIM | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| KOLLMANN DAVID | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LAKIN JR PHIL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LANGDON JIM | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LAWHORN CARON | |||||||
| DIRECTOR AT LARGE | 0.50 | X | 0 | 0 | 0 | ||
| LINDSAY JOHN W | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LITTLEFIELD DAVID | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| LORTON BOBBY | |||||||
| 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 | ||
| MEARS MIKE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MESSICK MIKE | |||||||
| 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 | ||
| NORTON JIM | |||||||
| DIRECTOR | 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 | X | |
| RIDER MICHAEL | |||||||
| DIRECTOR AT LARGE | 0.50 | X | 0 | 0 | 0 | ||
| SANDS ROD | |||||||
| 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 | ||
| SWANSON CLINT | |||||||
| DIRECTOR AT LARGE | 0.50 | X | 0 | 0 | 0 | ||
| THOMPSON VANESSA | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| WALKER DON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| WASHINGTON ROSE | |||||||
| DIRECTOR AT LARGE | 0.50 | X | 0 | 0 | 0 | ||
| WESTBROOK SANDI | |||||||
| ASST. TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| GRAHAM MARK | |||||||
| PRESIDENT AND CEO | 40.00 | 247875 | 0 | 43252 | X | ||
| HARGIS JESSICA L | |||||||
| VICE PRESIDENT/CFO | 40.00 | 86842 | 0 | 11300 | X | ||
| TENZYTHOFF DERK | |||||||
| VP RESOURCE DEVELOPMENT | 40.00 | 138434 | 0 | 15267 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 473151 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 69819 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 25398291 | AllOtherContributions |
| Noncash Contributions | 149964 | NoncashContributions |
| Total Contributions | 25398291 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96845 | TotalRevenueColumn |
| Exclusion | $96,845 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 9154 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9154 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9154 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4510 | TotalRevenueColumn |
| Exclusion | $4,510 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4510 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25508800 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9154 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $101,355 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20041903 | Total |
| Program Services | 20041903 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343581 | Total |
| Program Services | 25300 | ProgramServices |
| Management And General | 191781 | ManagementAndGeneral |
| Fundraising | 126500 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1176665 | Total |
| Program Services | 206369 | ProgramServices |
| Management And General | 307941 | ManagementAndGeneral |
| Fundraising | 662355 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133482 | Total |
| Program Services | 21981 | ProgramServices |
| Management And General | 46432 | ManagementAndGeneral |
| Fundraising | 65069 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169652 | Total |
| Program Services | 28145 | ProgramServices |
| Management And General | 68181 | ManagementAndGeneral |
| Fundraising | 73326 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117361 | Total |
| Program Services | 19174 | ProgramServices |
| Management And General | 37040 | ManagementAndGeneral |
| Fundraising | 61147 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29860 | Total |
| Management And General | 29860 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57099 | Total |
| Program Services | 31046 | ProgramServices |
| Management And General | 12637 | ManagementAndGeneral |
| Fundraising | 13416 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189726 | Total |
| Management And General | 6639 | ManagementAndGeneral |
| Fundraising | 183087 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47846 | Total |
| Program Services | 5571 | ProgramServices |
| Management And General | 22296 | ManagementAndGeneral |
| Fundraising | 19979 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17785 | Total |
| Management And General | 15314 | ManagementAndGeneral |
| Fundraising | 2471 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85135 | Total |
| Program Services | 13649 | ProgramServices |
| Management And General | 38744 | ManagementAndGeneral |
| Fundraising | 32742 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26157 | Total |
| Program Services | 542 | ProgramServices |
| Management And General | 10891 | ManagementAndGeneral |
| Fundraising | 14724 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31668 | Total |
| Program Services | 431 | ProgramServices |
| Management And General | 18800 | ManagementAndGeneral |
| Fundraising | 12437 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238148 | Total |
| Program Services | 23815 | ProgramServices |
| Management And General | 119074 | ManagementAndGeneral |
| Fundraising | 95259 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158602 | Total |
| Program Services | 23790 | ProgramServices |
| Management And General | 66613 | ManagementAndGeneral |
| Fundraising | 68199 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11508 | Total |
| Program Services | 2204 | ProgramServices |
| Management And General | 4407 | ManagementAndGeneral |
| Fundraising | 4897 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER MISC. EXPENSES | Description |
| Total | 32075 | Total |
| Program Services | 968 | ProgramServices |
| Management And General | 8922 | ManagementAndGeneral |
| Fundraising | 22185 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22908253 | Total |
| Program Services | 20444888 | ProgramServices |
| Management And General | 1005572 | ManagementAndGeneral |
| Fundraising | 1457793 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8083061 | BOY |
| EOY | 790193 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 357281 | BOY |
| EOY | 9479306 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15003658 | BOY |
| EOY | 15940893 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120277 | BOY |
| EOY | 51529 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43290 | BOY |
| EOY | 51155 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3324577 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2483594 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 972316 | BOY |
| EOY | 840983 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1006871 | BOY |
| EOY | 1186685 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7501149 | BOY |
| EOY | 7230537 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33087903 | BOY |
| EOY | 35571281 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142468 | BOY |
| EOY | 160490 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20408448 | BOY |
| EOY | 20190503 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20550916 | BOY |
| EOY | 20350993 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8716337 | BOY |
| EOY | 10218888 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2820650 | BOY |
| EOY | 4001400 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000000 | BOY |
| EOY | 1000000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12536987 | BOY |
| EOY | 15220288 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33087903 | BOY |
| EOY | 35571281 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2600547 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 82754 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24148133 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23067117 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24300676 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24449236 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25253298 | CurrentTaxYear |
| Total | 121218460 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24148133 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23067117 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24300676 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24449236 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25253298 | CurrentTaxYear |
| Total | 121218460 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11195430 | AmountsSubstContributorsTotal |
| Public Support Total170 | 110023030 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 264133 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103999 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116142 | CurrentTaxYearMinus1Year |
| Current Tax Year | 96845 | CurrentTaxYear |
| Total | 596468 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35001 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 252052 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12411 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24340 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4510 | CurrentTaxYear |
| Total | 328314 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 122143242 | TotalSupport |
| Public Support Pertcentage170 | 0.90080 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89780 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC REVENUE - 2008 AMOUNT: $ 35,001. 2009 AMOUNT: $ 252,052. 2010 AMOUNT: $ 12,411. 2011 AMOUNT: $ 24,340. 2012 AMOUNT: $ 4,510. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1106452 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 132889 | InvestmentEarningsOrLosses |
| Administrative Expenses | 6344 | AdministrativeExpenses |
| End Of Year Balance | 1232997 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1172563 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -9687 | InvestmentEarningsOrLosses |
| Other Expenditures | 50512 | OtherExpenditures |
| Administrative Expenses | 5912 | AdministrativeExpenses |
| End Of Year Balance | 1106452 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1032925 | BeginningOfYearBalance |
| Contributions | 2960 | Contributions |
| Investment Earnings Or Losses | 147270 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5592 | AdministrativeExpenses |
| End Of Year Balance | 1172563 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 845910 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 191779 | InvestmentEarningsOrLosses |
| Administrative Expenses | 4764 | AdministrativeExpenses |
| End Of Year Balance | 1032925 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1147143 | BeginningOfYearBalance |
| Contributions | 75000 | Contributions |
| Investment Earnings Or Losses | -303355 | InvestmentEarningsOrLosses |
| Other Expenditures | 66975 | OtherExpenditures |
| Administrative Expenses | 5903 | AdministrativeExpenses |
| End Of Year Balance | 845910 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.81000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 146586 | OtherCostOrOtherBasis |
| Book Value | 146586 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2779282 | OtherCostOrOtherBasis |
| Depreciation | 2172069 | Depreciation |
| Book Value | 607213 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 398709 | OtherCostOrOtherBasis |
| Depreciation | 311525 | Depreciation |
| Book Value | 87184 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 840983 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CERTIFICATES OF DEPOSIT | 7177892 | F |
| CASH MANAGEMENT FUND | 52645 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7230537 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 25042216 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 82754 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 71944 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 154698 | RevenueNotRptdF990 |
| Revenue Subtotal | 24887518 | RevenueSubtotal |
| Other Revenues Not Included | 621282 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 621282 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25508800 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22358915 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 71944 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 71944 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22286971 | ExpensesSubtotal |
| Other Expenses Not Included | 621282 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 621282 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22908253 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ACCOUNTING FOR INCOME TAXES MAY, AT TIMES, INVOLVE SOME DEGREE OF UNCERTAINTY AND, AS SUCH, LEAD TO UNCERTAIN TAX POSITIONS HAVING BEEN TAKEN. MANAGEMENT EVALUTATED UNITED WAY'S TAX POSITIONS AND CONCLUDED THAT UNITED WAY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, UNITED WAY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS TO OTHER CHARITIES 621,282. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS TO OTHER CHARITIES 621,282. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (107 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| A NEW LEAF INC | |||||||
| 2306 S 1ST PL | BROKEN ARROW | OK | 74012 | 731042760 | 501 (C) 3 | 189200 | SAFETY AND FINANCIAL STABILITY |
| ABILITY RESOURCES INC | |||||||
| 823 S DETROIT STE 110 | TULSA | OK | 74120 | 731000572 | 501 (C) 3 | 78593 | HEALTH |
| AMERICAN HEART ASSOCIATION INC SOUTH CENTRAL AFFILIATE | |||||||
| 109800-B STONELAKE BLVD STE 230 | AUSTIN | TX | 78759 | 135613797 | 501 (C) 3 | 215575 | HEALTH |
| AMERICAN RED CROSS TULSA AREA CHAPTER | |||||||
| 10151 E 11TH ST | TULSA | OK | 74128 | 730579223 | 501 (C) 3 | 1074906 | SAFETY AND FINANCIAL STABILITY |
| BIG BROTHERS BIG SISTERS OF OKLAHOMA | |||||||
| 5840 S MEMORIAL STE 111 | TULSA | OK | 74145 | 731226237 | 501 (C) 3 | 337348 | 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 | 212000 | SAFETY AND FINANCIAL STABILITY |
| BRISTOW SOCIAL SERVICES INC | |||||||
| 206 S MAIN ST | BRISTOW | OK | 74010 | 731345471 | 501 (C) 3 | 60667 | SAFETY AND FINANCIAL STABILITY |
| BROKEN ARROW NEIGHBORS | |||||||
| 322 W BROADWAY | BROKEN ARROW | OK | 74012 | 731195548 | 501 (C) 3 | 92192 | SAFETY AND FINANCIAL STABILITY |
| BROKEN ARROW SENIORS INC | |||||||
| 1800 S MAIN ST | BROKEN ARROW | OK | 74012 | 731325797 | 501 (C) 3 | 44269 | HEALTH |
| 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 | 37168 | CAPACITY BUILDING |
| CARING COMMUNITY FRIENDS INC OF SAPULPA | |||||||
| PO BOX 1524 | SAPULPA | OK | 74067 | 731429214 | 501 (C) 3 | 22998 | SAFETY AND FINANCIAL STABILITY |
| CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES THE | |||||||
| 815 S UTICA AVE | TULSA | OK | 741043612 | 736070545 | 501 (C) 3 | 305269 | HEALTH |
| CHILD ABUSE NETWORK INC | |||||||
| 2829 S SHERIDAN DR | TULSA | OK | 74129 | 731325326 | 501 (C) 3 | 204600 | HEALTH, SAFETY AND FINANCIAL STABILITY |
| CIRCLE OF CARE | |||||||
| 1616 N GILCREASE MUSEUM RD | TULSA | OK | 74127 | 730975224 | 501 (C) 3 | 23400 | EDUCATION AND HEALTH/SAFETY |
| COMMUNITY ACTION PROJECT OF TULSA COUNTY | |||||||
| 4606 S GARNETT RD STE 100 | TULSA | OK | 74146 | 731019247 | 501 (C) 3 | 428449 | EDUCATION |
| COMMUNITY HEALTH CHARITIES OF OK | |||||||
| 7600 NEWCASTLE RD | OKLAHOMA CITY | OK | 731693000 | 731337456 | 501 (C) 3 | 37560 | HEALTH (CITY & TPS DESIGNATIONS) |
| COMMUNITY HEALTH CHARITIES OF OK | |||||||
| 7600 NEWCASTLE RD | OKLAHOMA CITY | OK | 731693000 | 731337456 | 501 (C) 3 | 8515 | DESIGNATIONS STATE CHARITABLE CAMPAIGN |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA | |||||||
| 16 E 16TH ST STE 202 | TULSA | OK | 741194406 | 730580282 | 501 (C) 3 | 506386 | EDUCATION |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL | |||||||
| 16 E 16TH ST STE 202 | TULSA | OK | 741194406 | 730580282 | 501 (C) 3 | 282853 | METROPOLITAN HUMAN SERVICE COMMISSION & PLANNING PROGRAMS |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA TCAP | |||||||
| 16 E 16TH ST STE 202 | TULSA | OK | 741194406 | 730580282 | 501 (C) 3 | 100324 | CARRERA TEEN PREGNANCY PROGRAM |
| CONSUMER CREDIT COUNSELING SERVICES | |||||||
| 4646 S HARVARD AVE | TULSA | OK | 74135 | 237138701 | 501 (C) 3 | 150445 | SAFETY AND FINANCIAL STABILITY |
| 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 | 86021 | HEALTH |
| CROSSTOWN LEARNING CENTER | |||||||
| 2501 E ARCHER | TULSA | OK | 74110 | 730782748 | 501 (C) 3 | 85000 | EDUCATION |
| CROSSTOWN LEARNING CENTER | |||||||
| 2501 E ARCHER | TULSA | OK | 74110 | 730782748 | 501 (C) 3 | 40000 | VENTURE GRANT FOR EARLY FOUNDATIONS PROGRAM |
| DOMESTIC VIOLENCE INTERVENTION SERVICES | |||||||
| 4300 S HARVARD STE 100 | TULSA | OK | 741352608 | 731028332 | 501 (C) 3 | 845535 | SAFETY AND FINANCIAL STABILITY |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES | |||||||
| 3741 S PEORIA AVE | TULSA | OK | 74105 | 412103655 | 501 (C) 3 | 60000 | HEALTH |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES SPECIAL | |||||||
| 3741 S PEORIA AVE | TULSA | OK | 74105 | 412103655 | 501 (C) 3 | 50000 | SPECIAL GRANT FOR INDIGENT ADULT DENTAL SERVICES |
| FAMILY AND CHILDREN'S SERVICES | |||||||
| 650 S PEORIA AVE | TULSA | OK | 74120 | 730580270 | 501 (C) 3 | 1645865 | EDUCATION |
| FAMILY AND CHILDREN'S SERVICES | |||||||
| 650 S PEORIA AVE | TULSA | OK | 74120 | 730580270 | 501 (C) 3 | 30000 | VENTURE GRANT FOR CONSUMER LEGAL AID SERVICES |
| GIRL SCOUTS OF EASTERN OKLAHOMA | |||||||
| 2432 E 51ST ST | TULSA | OK | 741056002 | 730579240 | 501 (C) 3 | 335744 | EDUCATION |
| GLOBAL GARDENS | |||||||
| PO BOX 52034 | TULSA | OK | 74152 | 205717276 | 501 (C) 3 | 25000 | VENTURE GRANT FOR FAMILY FOOD FARM |
| GOODWILL INDUSTRIES OF TULSA | |||||||
| 2800 SOUTHWEST BLVD | TULSA | OK | 74107 | 730614297 | 501 (C) 3 | 453368 | SAFETY AND FINANCIAL STABILITY |
| HEALTH OUTREACH PREVENTION EDUCATION INC | |||||||
| 3540 E 31ST ST STE 3 | TULSA | OK | 74135 | 731537952 | 501 (C) 3 | 1314 | HIV PREVENTION FOR HIGH RISK MEN |
| HOMELIFE ASSOCIATION | |||||||
| 5127 S LEWIS | TULSA | OK | 74153 | 731165020 | 501 (C) 3 | 90000 | HEALTH |
| HOSPICE OF GREEN COUNTRY INC | |||||||
| 2121 S COLUMBIA STE 200 | TULSA | OK | 741143516 | 731261742 | 501 (C) 3 | 73452 | HEALTH |
| HOSPICE OF GREEN COUNTRY INC | |||||||
| 2121 S COLUMBIA STE 200 | TULSA | OK | 741143516 | 731261742 | 501 (C) 3 | 100000 | SPECIAL GRANT |
| KIPP ACADEMY | |||||||
| 1661 E VIRGIN ST | TULSA | OK | 74106 | 113740269 | 501 (C) 3 | 250000 | EDUCATION |
| LEADERSHIP TULSA NEW VOICES | |||||||
| 1717 S BOULDER AVE STE 104 | TULSA | OK | 74119 | 731042332 | 501 (C) 3 | 15500 | 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 | 296775 | SAFETY AND FINANCIAL STABILITY |
| LIFE SENIOR SERVICES INC | |||||||
| 5950 E 31ST ST | TULSA | OK | 741355114 | 731043783 | 501 (C) 3 | 754640 | HEALTH |
| LIQUID COMPASS | |||||||
| 2322 S EVANSTON AVE | TULSA | OK | 74114 | 146027612 | 120000 | OUTCOMES MEASUREMENT TRAINING FOR TWELVE 5013 PARTNER AGENCIES | |
| MARGARET HUDSON PROGRAM INC | |||||||
| 2010 E 48TH ST N | TULSA | OK | 74130 | 730793181 | 501 (C) 3 | 500000 | EDUCATION |
| MENTAL HEALTH ASSOCIATION IN TULSA | |||||||
| 1870 S BOULDER | TULSA | OK | 741195234 | 730657931 | 501 (C) 3 | 476100 | HEALTH |
| MORTON COMPREHENSIVE HEALTH SERVICES | |||||||
| 1334 NORTH LANSING AVE | TULSA | OK | 74106 | 731177858 | 501 (C) 3 | 75000 | VENTURE GRANT FOR PREVENTIVE AND PALLIATIVE DENTAL SERVICES FOR UNDERSERVED POPULATION |
| NTECH COLLABORATIVE | |||||||
| 1430 S BOULDER AVE | TULSA | OK | 74119 | 730580283 | 501 (C) 3 | 127568 | NON PROFIT TECHNICAL ASSISTANCE |
| OKMULGEE COUNTY FAMILY RESOURCE | |||||||
| PO BOX 73 | OKMULGEE | OK | 74447 | 731332643 | 501 (C) 3 | 104634 | EDUCATION |
| OKMULGEE COUNTY FAMILY RESOURCE | |||||||
| PO BOX 73 | OKMULGEE | OK | 74447 | 731332643 | 501 (C) 3 | 32000 | VENTURE GRANT FOR CAREER TRACK PROGRAM |
| OKMULGEE COUNTY HOMELESS SHELTER | |||||||
| PO BOX 1635 | OKMULGEE | OK | 74447 | 731485176 | 501 (C) 3 | 73295 | SAFETY AND FINANCIAL STABILITY |
| OKMULGEE OKFUSKEE COUNTY YOUTH | |||||||
| 1950 N OKMULGEE | OKMULGEE | OK | 74447 | 731486908 | 501 (C) 3 | 96868 | 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 | SAFETY AND FINANCIAL STABILITY |
| PALMER CONTINUUM OF CARE INC | |||||||
| 2442 MOHAWK BLVD | TULSA | OK | 74110 | 562302027 | 501 (C) 3 | 252281 | HEALTH |
| PARENT CHILD CENTER OF TULSA THE | |||||||
| 1421 S BOSTON AVE | TULSA | OK | 741194032 | 731113167 | 501 (C) 3 | 556796 | EDUCATION |
| RENSSELAERVILLE INSTITUTE THE | |||||||
| 63 HUYK RD | RENSSELAERVILLE | NY | 12147 | 146027612 | 5000 | OUTCOMES MEASUREMENT TRAINING FOR SIX 5013 ENTITIES | |
| RETIRED SENIOR VOLUNTEER PROGRAM | |||||||
| 5756 E 31ST ST | TULSA | OK | 741355103 | 731009086 | 501 (C) 3 | 83950 | HEALTH |
| 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 | 112200 | SAFETY AND FINANCIAL STABILITY |
| SALVATION ARMY THE | |||||||
| 1616 S MAIN | TULSA | OK | 74119 | 730579266 | 501 (C) 3 | 1435362 | EDUCATION, SAFETY AND FINANCIAL STABILITY |
| SAND SPRINGS COMMUNITY SERVICES | |||||||
| 15 E 2ND ST | SAND SPRINGS | OK | 74063 | 730582550 | 501 (C) 3 | 71615 | SAFETY AND FINANCIAL STABILITY |
| SCHNAKE TURNBO FRANK | |||||||
| 200 E 5TH ST STE 1500 | TULSA | OK | 741035004 | 730803265 | 25000 | CONSULTING FOR MERGER OF TWO 5013 ENTITIES | |
| SOS SERVING OUR SERVICEMEMBERS INC | |||||||
| 5512 E 46TH STREET | TULSA | OK | 74135 | 272098172 | 501 (C) 3 | 35000 | VENTURE GRANT FOR COFFEE BUNKER REINTEGRATION PROGRAM |
| STREET SCHOOL | |||||||
| 1135 S YALE AVE | TULSA | OK | 741125396 | 730942963 | 501 (C) 3 | 235007 | EDUCATION |
| TSHA INC | |||||||
| 8740 E 11TH ST STE A | TULSA | OK | 741127957 | 736102812 | 501 (C) 3 | 168791 | HEALTH |
| TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENTAL DISABILITIES | |||||||
| 2516 E 71ST ST STE A | TULSA | OK | 74136 | 730749376 | 501 (C) 3 | 166341 | HEALTH |
| TULSA BOYS HOME | |||||||
| PO BOX 1101 | TULSA | OK | 741011101 | 730579242 | 501 (C) 3 | 365420 | EDUCATION |
| TULSA COUNTY JUVENILE BUREAU | |||||||
| 315 S GILCREASE MUSEUM RD | TULSA | OK | 74127 | 736006419 | TULSA COUNTY GOV'T | 48000 | TULSA COUNTY CHILD PROTECTION CENTER |
| HIV RESOURCE CONSORTIUM INC | |||||||
| 3507 E ADMIRAL PL | TULSA | OK | 741158211 | 731388569 | 501 (C) 3 | 458385 | HEALTH |
| HIV RESOURCE CONSORTIUM INC TCAP | |||||||
| 3507 E ADMIRAL PL | TULSA | OK | 741158211 | 731388569 | 501 (C) 3 | 1315 | HIV PREVENTION FOR INCARCERATED MEN |
| HIV RESOURCE CONSORTIUM INC TCAP | |||||||
| 3507 E ADMIRAL PL | TULSA | OK | 741158211 | 731388569 | 501 (C) 3 | 1315 | TRANSPORTATION |
| TULSA CASA INC | |||||||
| 700 S BOSTON STE 230 | TULSA | OK | 74119 | 731312870 | 501 (C) 3 | 102609 | EDUCATION |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | 731554474 | 501 (C) 3 | 75000 | A WAY HOME FOR TULSA |
| TULSA DAY CENTER FOR THE HOMELESS | |||||||
| 415 W ARCHER | TULSA | OK | 74103 | 731557819 | 501 (C) 3 | 222000 | SAFETY AND FINANCIAL STABILITY |
| 12 AND 12 INC | |||||||
| 6333 E SKELLY DR | TULSA | OK | 74135 | 731242962 | 501 (C) 3 | 256518 | HEALTH |
| VISITING NURSE ASSOCIATION OF TULSA | |||||||
| 7875 E 51ST ST STE N-3 | TULSA | OK | 74145 | 731130509 | 501 (C) 3 | 420000 | HEALTH |
| WAGONER AREA NEIGHBORS | |||||||
| PO BOX 933 | WAGONER | OK | 74477 | 731351405 | 501 (C) 3 | 66150 | SAFETY AND FINANCIAL STABILITY |
| YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA | |||||||
| 420 S MAIN STE 200 | TULSA | OK | 74103 | 730579269 | 501 (C) 3 | 625345 | HEALTH |
| YOUNG WOMENS CHRISTIAN ASSOCIATION | |||||||
| 1910 S LEWIS AVE STE 200 | TULSA | OK | 741045708 | 730579296 | 501 (C) 3 | 359926 | HEALTH |
| YOUTH AT HEART | |||||||
| 6026 S SHERIDAN RD | TULSA | OK | 74145 | 731043630 | 501 (C) 3 | 275000 | EDUCATION |
| YOUTH SERVICES OF CREEK COUNTY | |||||||
| PO BOX 2346 | SAPULPA | OK | 740672346 | 731301335 | 501 (C) 3 | 110732 | SAFETY AND FINANCIAL STABILITY |
| YOUTH SERVICES OF TULSA | |||||||
| 311 S MADISON | TULSA | OK | 74120 | 730785251 | 501 (C) 3 | 532685 | SAFETY AND FINANCIAL STABILITY |
| AMERICAN RED CROSS | |||||||
| 2025 E ST NW | WASHINGTON | DC | 20006 | 530196605 | 501 (C) 3 | 9425 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| AMERICAS CHARITIES | |||||||
| 14150 NEWBROOK DR STE 110 | CHANTILLY | VA | 20151 | 541517707 | 501 (C) 3 | 16017 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| ANIMAL CHARITIES OF AMERICA | |||||||
| 1100 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 943193389 | 501 (C) 3 | 18058 | 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 | 8272 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| CHILDREN FIRST AMERICAS CHARITIES | |||||||
| 14150 NEWBROOK DR STE 110 | CHANTILLY | VA | 20151 | 300186795 | 501 (C) 3 | 7515 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| CHILDRENS CHARITIES OF AMERICA | |||||||
| 1100 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 943148588 | 501 (C) 3 | 6559 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| CHILDRENS MEDICAL CHARITIES OF AMERICA | |||||||
| 1100 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 270093393 | 501 (C) 3 | 8661 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| CHRISTIAN CHARITIES USA | |||||||
| 1100 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 943255961 | 501 (C) 3 | 17810 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| CHRISTIAN SERVICE CHARITIES | |||||||
| 7620 LITTLE RIVER TPKE STE 600 | ANNANDALE | VA | 22003 | 943193374 | 501 (C) 3 | 22451 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| COMMUNITY HEALTH CHARITIES | |||||||
| 200 N GLEBE RD STE 801 | ARLINGTON | VA | 222033728 | 136167225 | 501 (C) 3 | 35471 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| COMMUNITY HEALTH CHARITIES OF OKLAHOMA | |||||||
| 7600 NEWCASTLE RD | OKLAHOMA CITY | OK | 731693000 | 731337456 | 501 (C) 3 | 26820 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| GLOBAL IMPACT | |||||||
| 66 CANAL CENTER PLAZA STE 310 | ALEXANDRIA | VA | 22314 | 521273585 | 501 (C) 3 | 8430 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| HAVEN HOUSE INC | |||||||
| 2508 PIN OAK RD | MUSKOGEE | OK | 74401 | 731288502 | 501 (C) 3 | 11721 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| HEALTH AND MEDICAL RESEARCH CHARITIES OF AMERICA | |||||||
| 1100 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 943217739 | 501 (C) 3 | 16121 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| HUMAN CARE CHARITIES OF AMERICA | |||||||
| 1100 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 943067804 | 501 (C) 3 | 6482 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| LAKE AREA UNITED WAY INC | |||||||
| PO BOX 1612 | MUSKOGEE | OK | 744021612 | 730581441 | 501 (C) 3 | 38965 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| LITTLE LIGHT HOUSE INC THE | |||||||
| 5120 E 36TH ST | TULSA | OK | 74135 | 730939422 | 501 (C) 3 | 18200 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| MAKE A WISH FOUNDATION OF OKLAHOMA | |||||||
| 5201 N SHARTEL AVE | OKLAHOMA CITY | OK | 73118 | 731176743 | 501 (C) 3 | 16885 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| MEALS ON WHEELS OF METRO TULSA | |||||||
| 12620 E 31ST STREET | TULSA | OK | 74146 | 731125389 | 501 (C) 3 | 14880 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| MILITARY SUPPORT GROUPS OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 272242752 | 501 (C) 3 | 5632 | 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 | 20517 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| OKLAHOMA HUMANE SOCIETY DBA CENTRAL OKLAHOMA HUMANE SOCIETY | |||||||
| 7500 N WESTERN AVE | OKLAHOMA CITY | OK | 73116 | 208446621 | 501 (C) 3 | 5803 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| OPERATION HOMEFRONT OKLAHOMA | |||||||
| PO BOX 1933 | LAWTON | OK | 73502 | 261282746 | 501 (C) 3 | 6030 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| POSTAL EMPLOYEES' RELIEF FUND | |||||||
| PO BOX 7630 | WOODBRIDGE | VA | 22195 | 521666010 | 501 (C) 3 | 6023 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 94 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GRAHAM MARK | ||||||||||||||
| PRESIDENT AND CEO | 205000 | 0 | 42000 | 0 | 875 | 0 | 19760 | 0 | 23492 | 0 | 291127 | 0 | 0 | 0 |
| TENZYTHOFF DERK | ||||||||||||||
| VP RESOURCE DEVELOPMENT | 120111 | 0 | 18016 | 0 | 307 | 0 | 11050 | 0 | 4217 | 0 | 153701 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| STUART SOLOMON PRESIDENT AND CEO | |||
| BOARD DIRECTOR | 18991 | ELECTRIC UTILITY PROVIDER | 0 |
| DAN ELLINOR SR EXECUTIVE VICE PRE | |||
| BOARD DIRECTOR | 8394717 | DEPOSITORY BANK | 0 |
| BERT MARSHALL FORMER PRESIDENT BL | |||
| BOARD DIRECTOR | 154363 | HEALTH INSURANCE PROVIDER | 0 |
| BECKY J FRANK CHAIRMAN AND CEO S | |||
| BOARD DIRECTOR | 20000 | PUBLIC RELATIONS FIRM THAT PROVIDED COUNSEL DURING 2012 | 0 |
| DON WALKER CHIEF EXECUTIVE OFFICER | |||
| BOARD DIRECTOR | 250000 | DEPOSITORY BANK | 0 |
| PAUL CORNELL DEPUTY CHIEF EXECUTIV | |||
| BOARD DIRECTOR | 249994 | DEPOSITORY BANK | 0 |
| TED HAYNES PRESIDENT BLUE CROSS B | |||
| BOARD DIRECTOR | 59512 | HEALTH INSURANCE PROVIDER | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4970 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FULL PAGE ADS | 1 | 120000 | FAIR MARKET VALUE |
| X | PRINTED MATERIALS | 3 | 15749 | FAIR MARKET VALUE |
| X | COMPUTER EQUIPMENT | 1 | 8745 | FAIR MARKET VALUE |
| X | EVENT FOOD & PRIZES | 2 | 500 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. WE ANNUALLY DIVULGE CONFLICTS OF INTEREST WHICH ARE MINIMAL AND WE HAVE AN APPROPRIATE PROCESS FOR HANDLING THEM. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL DONORS ARE CONSIDERED MEMBERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 PROCESS WAS REVIEWED WITH THE EXECUTIVE 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. |
| 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. 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 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. |
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