2012-07-11T14:51:25-05:00 2011-12-31 731413977 HOGANTAYLOR LLP 2200 S UTICA PL SUITE 400 TULSA OK 741147000 990 2011-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 MARK R GRAHAM 9185837171 2012-06-21 1 LOU ANN GIBSON P00405885 9187452333 2011 2016-02-24 21:20:13Z MARK R GRAHAM 1430 SOUTH BOULDER TULSA OK 74119 24606150 0 X WWW.TAUW.ORG X 1924 OK WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 52 51 33 5900 0 0 24300676 24449236 0 0 103999 116142 12411 24340 24417086 24589718 21088388 20739735 0 0 1914757 1978558 0 0 1339620 700589 730323 23703734 23448616 713352 1141102 31780708 33087903 20322540 20550916 11458168 12536987 X WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 0 0 9252366 9094529 0 HEALTH/SAFETY. OKLAHOMA HAS AN ALARMING RATE OF HEART DISEASE AND DIABETES SO TAUW INVESTS IN HEALTH ORGANIZATIONS THAT ADDRESS CHILD AND ADULT OBESITY, AND PROVIDE PUBLIC EXERCISE AND NUTRITION EDUCATION. IN THE AREA OF HEALTH, TAUW ALSO SUPPORTS SAFE HOUSING FOR THE MENTALLY ILL; PROGRAMS TO REDUCE ADDICTIONS IN YOUTH AND ADULTS; SERVICES FOR THOSE WITH DISABILITIES AND PUBLIC EDUCATION IN HEALTHY LIFESTYLES. ADDITIONALLY, TAUW SUPPORTS EMERGENCY RESPONSE TO DISASTERS TO ENSURE FAMILIES HAVE A SAFE LIVING ENVIRONMENT. 9055509 8901029 0 EDUCATION. TAUW'S PURPOSE IN FUNDING EDUCATION IS TO ENSURE QUALITY EARLY CHILDHOOD DEVELOPMENT PROGRAMS DESIGNED TO ERASE THE GAP BETWEEN CHILDREN WHO ARE READY FOR KINDERGARTEN AND THOSE WHO ARE NOT; TO SUPPORT YOUTH DEVELOPMENT PROGRAMS THAT INCREASE THE NUMBER OF HIGH SCHOOL GRADUATES IN OUR COMMUNITY; AND TO INCREASE LITERACY AND ACADEMIC ACHIEVEMENT THROUGH PARENT INVOLVEMENT. 1378012 1354504 0 FINANCIAL STABILITY. STRESSFUL ECONOMIC CONDITIONS PROMPT TAUW'S FUNDING OF BASIC NEEDS (FOOD, CLOTHING, RENT, UTILITIES, SHELTER) FOR FAMILIES, FOR THE HOMELESS AND NEAR-HOMELESS. INCREASED INCIDENTS OF DOMESTIC AND CHILD ABUSE DURING CHALLENGING ECONOMIC TIMES AS WELL AS INCREASED NUMBER OF JOBS LOST ARE REASONS TAUW SUPPORTS CREDIT COUNSELING, LEGAL AID SERVICES, EMPLOYMENT PROGRAMS, HOMELESS AND DOMESTIC VIOLENCE SHELTERS. 192888 191021 0 VENTURE GRANTS 494967 463465 0 COMBINED FEDERAL CAMPAIGN DESIGNATIONS 16767 16753 0 COMBINED STATE CAMPAIGN DESIGNATIONS 126855 126039 0 ROGERS COUNTY UNITED WAY 456380 446318 0 OTHER DESIGNATIONS 100000 100000 0 CHAPMAN 211 GRANT 46078 46078 0 OTHER FOUNDATION GRANTS 1433935 1389674 21119822 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 1 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 11 1 1 33 1 0 0 0 0 0 0 0 0 0 0 0 X 52 51 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X THE ORGANIZATION 9185837171 1430 SOUTH BOULDER TULSA OK 74119 BACHMAN PAGE 0.50 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 0 0 0 BICKERT SUSAN 0.50 X 0 0 0 BINKLEY D BRUCE 0.50 X 0 0 0 BREWER JULIAN 1.00 X 0 0 0 CADIEUX CHET 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 ERVIN-JOHNSON KATHY 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 HILDEBRAND STEVE 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 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 MARSHALL BERT 0.50 X 0 0 0 MCCALEB SR J WADE 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 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 OWENS RAY 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 SANDS ROD 0.50 X 0 0 0 SOLOMON STUART 0.50 X 0 0 0 SOUTHARD MARGIE 0.50 X 0 0 0 SWANSON CLINT 0.50 X 0 0 0 TAYLOR KATHY 0.50 X 0 0 0 THOMPSON VANESSA 0.50 X 0 0 0 WALKER DON 0.50 X 0 0 0 WELLENDORF DON 0.50 X 0 0 0 WESTBROOK SANDI 1.00 X X 0 0 0 GRAHAM MARK 40.00 X 235280 0 40708 HARGIS JESSICA L 40.00 X 52687 0 9929 TENZYTHOFF DERK 40.00 X 133201 0 17553 421168 0 68190 2 0 1 0 0 24449236 24449236 116142 116142 32483 16432 16051 16051 MISC 900099 8289 8289 8289 24589718 16051 0 124431 20739735 20739735 287967 22750 151467 113750 1259094 195907 363150 700037 118259 19738 35520 63001 185865 30746 74674 80445 127373 18564 42638 66171 28150 28150 40347 29169 3233 7945 53654 485 5208 47961 61518 2515 32852 26151 16205 14721 1484 84439 14073 38701 31665 22031 495 8448 13088 47462 3004 14420 30038 233960 23396 116980 93584 113163 16974 47529 48660 12139 2023 5564 4552 OTHER MISC. EXPENSES 17255 248 5919 11088 23448616 21119822 989174 1339620 1092891 8083061 7395672 357281 13949532 15003658 99793 120277 41368 43290 3336745 2364429 513546 972316 1067033 1006871 7620873 7501149 31780708 33087903 114946 142468 20207594 20408448 20322540 20550916 X 8267122 8716337 2191046 2820650 1000000 1000000 11458168 12536987 31780708 33087903 X 1141102 -62283 X X 0 1 1 X 0 X 22099676 24148133 23067117 24300676 24449236 118064838 22099676 24148133 23067117 24300676 24449236 118064838 10768214 107296624 565277 264133 15349 103999 116142 1064900 61864 35001 252052 12411 24340 385668 119515406 0.89780 0.98440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC. REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1172563 -9687 50512 5912 1106452 1032925 2960 147270 5592 1172563 845910 191779 4764 1032925 1147143 75000 -303355 66975 5903 845910 0.10000 0.90000 0.00000 1 0 146586 146586 2771322 2045431 725891 418837 318998 99839 972316 FDIC INSURED BANK ACCOUNTS & CDS 7501149 F 7501149 24589718 23448616 1141102 -62283 -62283 1078819 23877861 -62283 -62283 23940144 649574 649574 24589718 22799042 0 22799042 649574 649574 23448616 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: 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 2007. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 649,574. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 649,574. 32483 16432 0 32483 16432 16432 16051 OK 0 OKLAHOMA STATUTE 21, SECTION 1051 ALLOWS QUALIFIED ORGANIZATIONS TO CONDUCT RAFFLES 0 0 0 0.00000 1.00000 TRANSPORT WORKERS UNION AMERICAN AIRLINES 3800 N MINGO ROAD TULSA OK 741165003 0 WENDYL GRIFFIN 0 COORDINATED SALE OF TICKETS, ADVERTISED RAFFLE, COLLECTED AND REMITTED MONEY X 0 FORM 990, SCHEDULE G, PART III, LINE 1C AS PART OF ITS ANNUAL FUNDRAISING CAMPAIGN, THE TRANSPORT WORKERS UNION (TWU) OF AMERICAN AIRLINES HOSTED A WEEKEND EVENT IN SEPTEMBER 2011. ONE COMPONENT OF THE EVENT CONSISTED OF SALES OF RAFFLE TICKETS FOR THE CHANCE TO WIN A EITHER A 2012 FORD FOCUS OR A 2012 HARLEY-DAVIDSON HERITAGE SOFTAIL CLASSIC. TICKETS WERE AVAILABLE FOR PURCHASE AT $10 EACH OR 3 FOR $25. SALES OCCURRED PRIOR TO AND DURING THE WEEKEND EVENT. THE WINNING PRIZE WAS PURCHASED BY THE TULSA AREA UNITED WAY. AS REQUIRED, TULSA AREA UNITED WAY COLLECTED FEDERAL WITHHOLDING FROM THE WINNER, CALCULATED ON THE VALUE OF THE PRIZE. ALSO, TULSA AREA UNITED WAY SUBMITTED THE PROPER W-2G AND FORMS TO THE IRS. FORM 990, SCHEDULE G, PART II AS PART OF THE ANNUAL FALL FUNDRAISING DRIVE, COMPANIES THROUGHOUT THE TULSA AREA CONDUCT FUNDRAISING EVENTS WITH THE PROCEEDS BENEFITTING THE TULSA AREA UNITED WAY (TAUW). TAUW DOES NOT CONTROL THE EVENT, THE FUNDS FROM THE EVENT, OR THE COSTS ASSOCIATED WITH THE EVENT. THE COMPANY THAT CONDUCTS THE FUNDRAISER PROVIDES THE PROCEEDS FROM THESE EVENTS TO THE TAUW UPON COMPLETION OF THE EVENT. 1 A NEW LEAF INC 2306 S 1ST PL BROKEN ARROW OK 74012 731042760 501 (C) 3 173777 SAFETY AND FINANCIAL STABILITY A NEW LEAF INC VENTURE GRANT 2306 S 1ST PL BROKEN ARROW OK 74012 731042760 501 (C) 3 25000 AUTISM WORKS ABILITY RESOURCES INC 823 S DETROIT STE 110 TULSA OK 74120 731000572 501 (C) 3 69296 HEALTH AIDS UNITED AMERICORPS PROGRAM 1424 K ST STE 200 WASHINGTON DC 20005 521706646 501 (C) 3 22740 AMERICORPS TEAM TULSA 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 1094706 SAFETY AND FINANCIAL STABILITY ARTHRITIS FOUNDATION INC SOUTH CENTRAL REGION 7170 S BRADEN AVE STE 170 TULSA OK 74136 943454386 501 (C) 3 77599 HEALTH BIG BROTHERS BIG SISTERS OF OKLAHOMA 5840 S MEMORIAL STE 111 TULSA OK 74145 731226237 501 (C) 3 342859 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 147000 SAFETY AND FINANCIAL STABILITY BRISTOW SOCIAL SERVICES INC 206 S MAIN ST BRISTOW OK 74010 731345471 501 (C) 3 59943 SAFETY AND FINANCIAL STABILITY BROKEN ARROW NEIGHBORS 322 W BROADWAY BROKEN ARROW OK 74012 731195548 501 (C) 3 85192 SAFETY AND FINANCIAL STABILITY BROKEN ARROW SENIORS INC 1800 S MAIN ST BROKEN ARROW OK 74012 731325797 501 (C) 3 41891 HEALTH CAMP FIRE USA GREEN COUNTRY COUNCIL INC 706 S BOSTON AVE TULSA OK 741191610 730579231 501 (C) 3 315194 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 8958 SAFETY AND FINANCIAL STABILITY CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES THE 815 S UTICA AVE TULSA OK 741043612 736070545 501 (C) 3 292769 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 373449 EDUCATION COMMUNITY ACTION PROJECT OF TULSA COUNTY 4606 S GARNETT RD STE 100 TULSA OK 74146 731019247 501 (C) 3 100000 SPECIAL GRANT COMMUNITY HEALTH CHARITIES OF OKLAHOMA 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 34405 SPECIAL GRANT COMMUNITY HEALTH CHARITIES OF OKLAHOMA 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 13891 DESIGNATIONS STATE CHARITABLE CAMPAIGN COMMUNITY SERVICE COUNCIL OF GREATER TULSA 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 834239 EDUCATION COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 100000 211 GRANT COMMUNITY SERVICE COUNCIL OF GREATER TULSA TCAP 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 20000 AMERICORPS TEAM TULSA SUPERVISION COMMUNITY SERVICE COUNCIL OF GREATER TULSA TCAP 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 10000 TCAP ADMINISTRATION CONSUMER CREDIT COUNSELING SERVICES 4646 S HARVARD AVE TULSA OK 74135 237138701 501 (C) 3 180661 SAFETY AND FINANCIAL STABILITY CREEK COUNTY LITERACY PROGRAM 15 N POPLAR SAPULPA OK 74066 731376512 501 (C) 3 29640 EDUCATION CROSSROADS INC 1888 E 15TH ST TULSA OK 74114 731447897 501 (C) 3 87921 HEALTH CROSSTOWN LEARNING CENTER 2501 E ARCHER TULSA OK 74110 730782748 501 (C) 3 85000 EDUCATION DOMESTIC VIOLENCE INTERVENTION SERVICES 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501 (C) 3 826862 SAFETY AND FINANCIAL STABILITY DOMESTIC VIOLENCE INTERVENTION SERVICES VENTURE GRANT 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501 (C) 3 18354 FAMILY SAFETY CENTER MASTER TEACHER EASTERN OKLAHOMA DONATED DENTAL SERVICES 3741 S PEORIA AVE TULSA OK 74105 412103655 501 (C) 3 83151 HEALTH EASTERN OKLAHOMA DONATED DENTAL SERVICES SPECIAL 3741 S PEORIA AVE TULSA OK 74105 412103655 501 (C) 3 46078 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 VENTURE GRANT 650 S PEORIA AVE TULSA OK 74120 730580270 501 (C) 3 75000 WOMEN IN RECOVERY CENTER FOR EMPLOYMENT GIRL SCOUTS OF EASTERN OKLAHOMA 2432 E 51ST ST TULSA OK 741056002 730579240 501 (C) 3 335744 EDUCATION GOODWILL INDUSTRIES OF TULSA 2800 SOUTHWEST BLVD TULSA OK 74107 730614297 501 (C) 3 470368 SAFETY AND FINANCIAL STABILITY HEALTH OUTREACH PREVENTION EDUCATION INC 3540 E 31ST ST STE 3 TULSA OK 74135 731537952 501 (C) 3 13560 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 78452 HEALTH KIPP ACADEMY 1661 E VIRGIN ST TULSA OK 74106 113740269 501 (C) 3 110000 EDUCATION LEADERSHIP TULSA NEW VOICES 1717 S BOULDER AVE STE 104 TULSA OK 74119 731042332 501 (C) 3 15000 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 273525 SAFETY AND FINANCIAL STABILITY LIFE SENIOR SERVICES INC 5950 E 31ST ST TULSA OK 741355114 731043783 501 (C) 3 711640 HEALTH MARGARET HUDSON PROGRAM INC 2010 E 48TH ST N TULSA OK 74130 730793181 501 (C) 3 523018 EDUCATION MENTAL HEALTH ASSOCIATION IN TULSA 1870 S BOULDER TULSA OK 741195234 730657931 501 (C) 3 486100 HEALTH METROPOLITAN TULSA URBAN LEAGUE 240 E APACHE TULSA OK 741063799 730610288 501 (C) 3 87978 SAFETY AND FINANCIAL STABILITY NTECH COLLABORATIVE 1430 S BOULDER AVE TULSA OK 74119 730580283 501 (C) 3 127504 NON PROFIT TECHNICAL ASSISTANCE OKMULGEE COUNTY FAMILY RESOURCE PO BOX 73 OKMULGEE OK 74447 731332643 501 (C) 3 111134 EDUCATION OKMULGEE COUNTY HOMELESS SHELTER PO BOX 1635 OKMULGEE OK 74447 731485176 501 (C) 3 80295 SAFETY AND FINANCIAL STABILITY OKMULGEE COUNTY HOMELESS SHELTER VENTURE GRANT PO BOX 1635 OKMULGEE OK 74447 731485176 501 (C) 3 25000 RAPID REHOUSING EDUCATION FOUNDATION PROGRAM 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 72213 SAFETY AND FINANCIAL STABILITY PALMER CONTINUUM OF CARE INC 2442 MOHAWK BLVD TULSA OK 74110 562302027 501 (C) 3 194281 HEALTH PALMER CONTINUUM OF CARE INC VENTURE GRANT 2442 MOHAWK BLVD TULSA OK 74110 562302027 501 (C) 3 8000 MINDFULNESS-BASED RELAPSE PREVENTION PARENT CHILD CENTER OF TULSA THE 1421 S BOSTON AVE TULSA OK 741194032 731113167 501 (C) 3 561796 EDUCATION RENSSELAERVILLE INSTITUTE THE 63 HUYK RD RENSSELAERVILLE NY 12147 146027612 48000 OUTCOMES MEASUREMENT TRAINING FOR SIX 501(C)3 ENTITIES RETIRED SENIOR VOLUNTEER PROGRAM 5756 E 31ST ST TULSA OK 741355103 731009086 501 (C) 3 76647 HEALTH ROGERS COUNTY UNITED WAY PO BOX 1165 CLAREMORE OK 74018 731249045 501 (C) 3 126039 FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS SHOW INC 425 W WELLS SAPULPA OK 74066 731028650 501 (C) 3 117200 SAFETY AND FINANCIAL STABILITY SALVATION ARMY THE 1616 S MAIN TULSA OK 74119 730579266 501 (C) 3 1537112 EDUCATION, SAFETY AND FINANCIAL STABILITY SAND SPRINGS COMMUNITY SERVICES 15 E 2ND ST SAND SPRINGS OK 74063 730582550 501 (C) 3 73615 SAFETY AND FINANCIAL STABILITY SCHNAKE TURNBO FRANK 20 E 5TH ST STE 1500 TULSA OK 741035004 730803265 50000 CONSULTING FOR MERGER OF TWO 501(C)3 ENTITIES STREET SCHOOL 1135 S YALE AVE TULSA OK 741125396 730942963 501 (C) 3 290007 EDUCATION TRISTESSE GRIEF CENTER VENTURE GRANT 3930 E 31ST ST TULSA OK 74135 731619790 501 (C) 3 50000 CHILDREN'S GRIEF EDUCATION & INTERVENTION PROGRAMS TSHA INC 8740 E 11TH ST STE A TULSA OK 741127957 736102812 501 (C) 3 173348 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 350420 EDUCATION TULSA COMMUNITY FOUNDATION 7030 S YALE AVE STE 600 TULSA OK 74136 731554474 501 (C) 3 75000 A WAY HOME FOR TULSA PROGRAM HIV RESOURCE CONSORTIUM INC 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 378385 HEALTH HIV RESOURCE CONSORTIUM INC TCAP 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 9000 HIV PREVENTION FOR INCARCERATED MEN HIV RESOURCE CONSORTIUM INC TCAP 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 6000 TRANSPORTATION HIV RESOURCE CONSORTIUM INC TCAP 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 35000 PRESCRIPTION DRUGS HIV RESOURCE CONSORTIUM INC TCAP 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 21000 RE-ENTRY/CASE MANAEMENT FOR HIV POSITIVE INCARCERATED MEN & WOMEN TULSA CASA INC 700 S BOSTON STE 230 TULSA OK 74119 731312870 501 (C) 3 104609 EDUCATION TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER TULSA OK 74103 731557819 501 (C) 3 206026 SAFETY AND FINANCIAL STABILITY 12 AND 12 INC 6333 E SKELLY DR TULSA OK 74135 731242962 501 (C) 3 231518 HEALTH VISITING NURSE ASSOCIATION OF TULSA 7875 E 51ST ST STE N-3 TULSA OK 74145 731130509 501 (C) 3 442817 HEALTH WAGONER AREA NEIGHBORS PO BOX 933 WAGONER OK 74477 731351405 501 (C) 3 79000 SAFETY AND FINANCIAL STABILITY YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA 420 S MAIN STE 200 TULSA OK 74103 730579269 501 (C) 3 705345 HEALTH YOUNG WOMENS CHRISTIAN ASSOCIATION 1910 S LEWIS AVE STE 200 TULSA OK 741045708 730579296 501 (C) 3 964303 HEALTH YOUNG WOMENS CHRISTIAN ASSOCIATION VENTURE GRANT 1910 S LEWIS AVE STE 200 TULSA OK 741045708 730579296 501 (C) 3 13000 GIRLS ON THE RUN PROGRAM YOUTH AT HEART 6026 S SHERIDAN RD TULSA OK 74145 731043630 501 (C) 3 306250 EDUCATION YOUTH SERVICES OF CREEK COUNTY PO BOX 2346 SAPULPA OK 740672346 731301335 501 (C) 3 114732 SAFETY AND FINANCIAL STABILITY YOUTH SERVICES OF TULSA 311 S MADISON TULSA OK 74120 730785251 501 (C) 3 497685 SAFETY AND FINANCIAL STABILITY AMERICAN RED CROSS 2025 E ST NW WASHINGTON DC 20006 530196605 501 (C) 3 9063 DESIGNATIONS COMBINED FEDERAL CAMPAIGN AMERICAS CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 20151 541517707 501 (C) 3 12879 DESIGNATIONS COMBINED FEDERAL CAMPAIGN ANIMAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943193389 501 (C) 3 21990 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 8477 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDREN FIRST AMERICAS CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 20151 300186795 501 (C) 3 6796 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDRENS CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943148588 501 (C) 3 7318 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDRENS MEDICAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 270093393 501 (C) 3 6892 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHRISTIAN CHARITIES USA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943255961 501 (C) 3 17973 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHRISTIAN SERVICE CHARITIES 7620 LITTLE RIVER TPKE STE 600 ANNANDALE VA 22003 943193374 501 (C) 3 22917 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY HEALTH CHARITIES 200 N GLEBE RD STE 801 ARLINGTON VA 222033728 136167225 501 (C) 3 38160 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY HEALTH CHARITIES OF OKLAHOMA 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 32953 DESIGNATIONS COMBINED FEDERAL CAMPAIGN FOLDS OF HONOR FOUNDATION 5800 N PATRIOT DRIVE OWASSO OK 73120 753240683 501 (C) 3 6443 DESIGNATIONS COMBINED FEDERAL CAMPAIGN GLOBAL IMPACT 66 CANAL CENTER PLAZA STE 310 ALEXANDRIA VA 22314 521273585 501 (C) 3 8854 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HABITAT FOR HUMANITY INTERNATIONAL TULSA 6235 E 13TH STREET TULSA OK 74112 731325063 501 (C) 3 5150 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HAVEN HOUSE INC 2508 PIN OAK RD MUSKOGEE OK 74401 731288502 501 (C) 3 13150 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HEALTH AND MEDICAL RESEARCH CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943217739 501 (C) 3 13276 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HUMAN CARE CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943067804 501 (C) 3 6210 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LAKE AREA UNITED WAY INC PO BOX 1612 MUSKOGEE OK 744021612 730581441 501 (C) 3 46161 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LITTLE LIGHT HOUSE INC THE 5120 E 36TH ST TULSA OK 74135 730939422 501 (C) 3 13639 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LOCAL INDEPENDENT CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943042430 501 (C) 3 32166 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MAKE A WISH FOUNDATION OF OKLAHOMA 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731176743 501 (C) 3 12750 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 18290 DESIGNATIONS COMBINED FEDERAL CAMPAIGN OKLAHOMA HUMANE SOCIETY DBA CENTRAL OKLAHOMA HUMANE SOCIETY 7500 N WESTERN AVE OKLAHOMA CITY OK 73116 208446621 501 (C) 3 7131 DESIGNATIONS COMBINED FEDERAL CAMPAIGN POSTAL EMPLOYEES' RELIEF FUND PO BOX 7630 WOODBRIDGE VA 22195 521666010 501 (C) 3 6820 DESIGNATIONS COMBINED FEDERAL CAMPAIGN THERAPETICS INC 9433 E 51ST ST STE J TULSA OK 74145 731397572 501 (C) 3 8541 DESIGNATIONS COMBINED FEDERAL CAMPAIGN 93 2 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 INVESTMENT STAFF, IN CONJUNCTION WITH 150 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 192500 0 35000 0 7780 0 0 0 40708 0 275988 0 0 0 TENZYTHOFF DERK 116670 0 15000 0 1531 0 0 0 17553 0 150754 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 27449 OFFICER - ELECTRIC UTILITY PROVIDER 0 DAN ELLINOR SR EXECUTIVE VICE PRE BOARD DIRECTOR 6388119 OFFICER - DEPOSITORY BANK. 0 BERT MARSHALL PRESIDENT BLUE CROS BOARD DIRECTOR 237278 OFFICER - HEALTH INSURANCE PROVIDER 0 DAVE KOLLMANN OFFICER AND SHAREHOL BOARD DIRECTOR 461829 OFFICER - CONSTRUCTION FIRM THAT HANDLED 2011 REMODEL OF FACILITIES 0 BECKY J FRANK CHAIRMAN AND CEO S BOARD DIRECTOR 30827 OFFICER - PUBLIC RELATIONS FIRM THAT PROVIDED COUNSEL DURING 2011 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 A, LINE 7A MEMBERS VOTE AT OUR ANNUAL MEETING FOR THE NEW SLATE OF BOARD OF DIRECTORS AND BOARD OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS VOTE AT OUR ANNUAL MEETING FOR THE NEW SLATE OF BOARD OF DIRECTORS AND BOARD OFFICERS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -62,283. FORM 990 PART XII LINE 2C THERE WERE NO CHANGES IN THE PROCESS FROM THE PREVIOUS YEAR.