2013-07-15T14:07:35-05:00 2012-12-31 731413977 HOGANTAYLOR LLP 2200 S UTICA PL SUITE 400 TULSA OK 741147000 990 2012-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 MARK R GRAHAM 9185837171 2013-07-09 1 LOU ANN GIBSON P00405885 9187452333 2012 2016-02-25 16:41:14Z MARK R GRAHAM 1430 SOUTH BOULDER TULSA OK 74119 25508800 0 X WWW.TAUW.ORG X 1924 OK WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 51 50 30 6600 0 0 24449236 25398291 0 0 116142 96845 24340 13664 24589718 25508800 20739735 20041903 0 0 1978558 1940741 0 0 1457793 730323 925609 23448616 22908253 1141102 2600547 33087903 35571281 20550916 20350993 12536987 15220288 X WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 0 0 8743679 8573566 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. 8743679 8573566 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. 1520640 1491055 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. 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 1436890 1403716 20444888 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 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 13 1 1 30 1 0 0 0 0 0 1 1 0 0 0 0 0 X 51 50 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X JESSICA HARGIS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 BACHMAN PAGE 1.00 X 0 0 0 BAILEY KELLI 0.50 X 0 0 0 BALLARD KEITH 0.50 X 0 0 0 BARIMO BASIL 0.50 X 0 0 0 BENDER JAMES J 0.50 X X 0 0 0 BICKERT SUSAN 0.50 X 0 0 0 BINKLEY BRUCE 0.50 X 0 0 0 CADIEUX CHET 0.50 X 0 0 0 CALLISON JEFF 0.50 X 0 0 0 CAPRON STEVE 0.50 X 0 0 0 CHRISTNER DANNY 0.50 X 0 0 0 COLLINS WILLIAM J III 0.50 X 0 0 0 CORNELL PAUL 0.50 X 0 0 0 CRIPPEN JEFF 0.50 X 0 0 0 ELLINOR DAN 0.50 X X 0 0 0 ELLISON ELIZABETH 0.50 X 0 0 0 EWING ROBYN 0.50 X 0 0 0 FRANK BECKY 0.50 X 0 0 0 GATES CATHY 0.50 X 0 0 0 GIBSON JOHN 0.50 X 0 0 0 GROSS KEVIN 0.50 X 0 0 0 HAYNES TED 0.50 X 0 0 0 JONES WILLARD 0.50 X 0 0 0 KEGLOVITS DAVID 0.50 X X 0 0 0 KNEALE JIM 0.50 X 0 0 0 KOLLMANN DAVID 0.50 X 0 0 0 LAKIN JR PHIL 0.50 X 0 0 0 LANGDON JIM 0.50 X 0 0 0 LAWHORN CARON 0.50 X 0 0 0 LINDSAY JOHN W 0.50 X 0 0 0 LITTLEFIELD DAVID 0.50 X 0 0 0 LORTON BOBBY 0.50 X 0 0 0 LUTHEY DEAN 0.50 X 0 0 0 MCINTOSH STEVE 0.50 X 0 0 0 MEARS MIKE 0.50 X 0 0 0 MESSICK MIKE 0.50 X 0 0 0 MITCHELL CHUCK 0.50 X 0 0 0 NEILL DENNIS 0.50 X 0 0 0 NORTON JIM 0.50 X 0 0 0 RATCLIFF DAVE 0.50 X 0 0 0 REDMAN MICHAEL 1.00 X 0 0 0 RHOADS MIKE 1.00 X X 0 0 0 RIDER MICHAEL 0.50 X 0 0 0 SANDS ROD 0.50 X 0 0 0 SMITH ELI 0.50 X 0 0 0 SOLOMON STUART 0.50 X 0 0 0 SWANSON CLINT 0.50 X 0 0 0 THOMPSON VANESSA 0.50 X 0 0 0 WALKER DON 0.50 X 0 0 0 WASHINGTON ROSE 0.50 X 0 0 0 WESTBROOK SANDI 1.00 X X 0 0 0 GRAHAM MARK 40.00 X 247875 0 43252 HARGIS JESSICA L 40.00 X 86842 0 11300 TENZYTHOFF DERK 40.00 X 138434 0 15267 473151 0 69819 2 0 1 0 0 25398291 149964 25398291 96845 96845 9154 0 9154 9154 MISC 900099 4510 4510 4510 25508800 9154 0 101355 20041903 20041903 343581 25300 191781 126500 1176665 206369 307941 662355 133482 21981 46432 65069 169652 28145 68181 73326 117361 19174 37040 61147 29860 29860 57099 31046 12637 13416 189726 6639 183087 47846 5571 22296 19979 17785 15314 2471 85135 13649 38744 32742 26157 542 10891 14724 31668 431 18800 12437 238148 23815 119074 95259 158602 23790 66613 68199 11508 2204 4407 4897 OTHER MISC. EXPENSES 32075 968 8922 22185 22908253 20444888 1005572 1457793 8083061 790193 357281 9479306 15003658 15940893 120277 51529 43290 51155 3324577 2483594 972316 840983 1006871 1186685 7501149 7230537 33087903 35571281 142468 160490 20408448 20190503 20550916 20350993 X 8716337 10218888 2820650 4001400 1000000 1000000 12536987 15220288 33087903 35571281 2600547 82754 0 X X 0 1 X 1 0 X 24148133 23067117 24300676 24449236 25253298 121218460 24148133 23067117 24300676 24449236 25253298 121218460 11195430 110023030 264133 15349 103999 116142 96845 596468 35001 252052 12411 24340 4510 328314 122143242 0.90080 0.89780 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1106452 132889 6344 1232997 1172563 -9687 50512 5912 1106452 1032925 2960 147270 5592 1172563 845910 191779 4764 1032925 1147143 75000 -303355 66975 5903 845910 0.19000 0.81000 0.00000 1 0 146586 146586 2779282 2172069 607213 398709 311525 87184 840983 CERTIFICATES OF DEPOSIT 7177892 F CASH MANAGEMENT FUND 52645 F 7230537 X 25042216 82754 71944 154698 24887518 621282 621282 25508800 22358915 71944 71944 22286971 621282 621282 22908253 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. 1 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 94 3 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 0 0 GRAHAM MARK 205000 0 42000 0 875 0 19760 0 23492 0 291127 0 0 0 TENZYTHOFF DERK 120111 0 18016 0 307 0 11050 0 4217 0 153701 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. 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 X 1 4970 FAIR MARKET VALUE 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 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. 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.