2012-11-14T09:28:03-06:00 2011-12-31 390758449 WIPFLI LLP 7601 FRANCE AVENUE SOUTH SUITE 400 MINNEAPOLIS MN 55435 990 2011-01-01 731019247 COMMUNITY ACTION PROJECT OF TULSA COUNTY INC COMM 9183823200 4606 S GARNETT NO 100 TULSA OK 74146 JOANNE LUCAS 9183823200 2012-11-01 1 RICHARD RUVELSON P00234075 9525483400 2012-11-01 2011 2016-02-24 21:20:13Z STEVEN DOW 4606 S GARNETT NO 100 TULSA OK 74146 75620635 0 X WWW.CAPTC.ORG X 1973 OK TO HELP INDIVIDUALS AND FAMILIES IN ECONOMIC NEED ACHIEVE SELF-SUFFICIENCY. 17 17 643 1464 0 0 39522652 73209250 1439896 1068607 370721 77493 0 0 41333269 74355350 2874696 4162181 0 0 21718826 23834738 0 0 123289 15703941 17729060 40297463 45725979 1035806 28629371 35025066 77417332 14465019 28227945 20560047 49189387 X HELP INDIVIDUALS AND FAMILIES IN ECONOMIC NEED TO ACHIEVE SELF-SUFFICIENCY. 0 1 36198922 2310435 483064 THE EARLY CHILDHOOD PROGRAM PROVIDES EARLY EDUCATION SERVICES TO INCOME ELIGIBLE CHILDREN. CAP'S FLAGSHIP PROGRAM PROMOTES EARLY CHILDHOOD EDUCATION BY DELIVERING A COMPREHENSIVE HIGH-QUALITY SCHOOL READINESS CURRICULUM ADDRESSING THE EDUCATIONAL, NUTRITIONAL, HEALTH, SOCIAL, AND EMOTIONAL NEEDS OF LOW-INCOME CHILDREN AGES BIRTH TO FIVE. AS THE PRIMARY HEAD START GRANTEE FOR TULSA COUNTY, CAP PRESENTLY OPERATES OVER 146 CLASSROOMS AT 14 DIFFERENT SITES STRATEGICALLY LOCATED THROUGHOUT THE CITY OF TULSA AND SURROUNDING COMMUNITIES. IN 2011 WE SERVED MORE THAN 2,570 CHILDREN AGES BIRTH TO FIVE, NEARLY ALL OF WHICH ARE FROM FAMILIES LIVING AT OR BELOW THE FEDERAL POVERTY LINE. BY COMBINING BEST PRACTICES IN EARLY CHILDHOOD EDUCATION AND COLLABORATIVE PARTNERSHIPS WITH AREA SCHOOL DISTRICTS, SOCIAL SERVICE AGENCIES, AND HEALTHCARE PRACTITIONERS, CAP OFFERS A RANGE OF SERVICES TARGETED TO CHILDREN AND THEIR FAMILIES. THESE SERVICES INCLUDE PARENTAL EDUCATION, CRISIS INTERVENTION, COUNSELING, MEDICAL AND DENTAL CARE, NUTRITION ASSISTANCE, AND INSTRUCTION TO CHILDREN WITH SPECIAL NEEDS. OUR PROGRAM HAS BEEN IDENTIFIED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES AS ONE OF THE MOST INNOVATIVE IN THE COUNTRY, AND THE MAJORITY OF OUR PRESCHOOL CENTERS HAVE ACHIEVED ACCREDITATION FROM THE HIGHLY-REGARDED NATIONAL ASSOCIATION FOR EDUCATION OF THE YOUNG CHILD (NAEYC). 1480523 1405143 SOCIAL AND MEDICAL SERVICES ARE PROVIDED TO EARLY CHILDHOOD EDUCATION PROGRAM CLIENTS. THIS INCLUDES BENEFITS ELIGIBILITY SCREENING, UTILITY AND HOUSING ASSISTANCE FOR EARLY CHILDHOOD EDUCATION CLIENTS AND AFFORDABLE HOUSING RESIDENT CLIENTS. SOCIAL SERVICES ALSO INCLUDES ELIGIBILITY ASSISTANCE FOR EMPLOYEES IN LOW WAGE POSITIONS TO ASSIST THEM IN REMAINING IN THE WORKFORCE AND TAX PREPARATION SERVICES. THE FREE TAX PREPARATION PROGRAM SERVED 16,713 FAMILIES AND INDIVIDUALS DURING 2011. PUBLIC SCREENINGS SERVED 224 FAMILIES AND INDIVIDUALS DURING 2011. 798243 33354 368000 UNITED COMMUNITY ACTION PROJECT IS UCAP (UCAP) IS DESIGNATED BY US DEPARTMENT OF HEALTH & HUMAN SERVICES AS THE EARLY HEAD START GRANTEE IN SAND SPRINGS. FOR THE PURPOSE OF MAXIMIZING THE AVAILABILITY OF QUALITY PROGRAMMING FOR AT-RISK YOUNG CHILDREN IN TULSA COUNTY, UCAP AGREES TO ALLOW CAPTC TO SERVE FORTY CHILDREN WHO QUALIFY FOR EHS SERVICES FROM THE UCAP SERVICE AREA AND UCAP AGREES TO REIMBURSE CAPTC FOR SERVICES PROVIDED TO THESE FORTY CHILDREN WHILE BOTH PARTIES ACKNOWLEDGE THAT THE 40 SLOTS SERVED BY CAPTC AT THE SAND SPRINGS FACILITIES WILL REMAIN A PART OF UCAP'S EHS FUNDED ENROLLMENT.IN ADDITION, WE PROVIDED CARE AS DEMAND IS NEEDED FOR CHILDREN ENROLLED IN OUR PROGRAM FOR AN HOUR BEFORE SCHOOL STARTS AND UNTIL 5:30 OR 6 PM AFTER SCHOOL. WE DO THIS TO ENABLE OUR PARENTS TO WORK OR GO TO SCHOOL BEYOND THE SCHOOL HOURS. WE ALSO OFFER THIS TO PARENTS THAT ARE IN OUR CAREER ADVANCE, ADULT LEARNING, AND OTHER PROGRAMS TO ASSIST THEM WITH COMPLETING THE PROGRAMS. WE OFFER SNACKS, PAY THE TEACHERS, PAY FOR SUPPLIES FOR ACTIVITIES AND NECESSITIES FOR THE ADDITIONAL HOURS. DURING THESE HOURS, WE ARE STILL REQUIRED TO HAVE TWO TEACHERS IN THE CLASSROOM AND WE HAVE PLANNED EDUCATION ACTIVITIES, INCLUDING PLAY AND ART. 520835 413249 1500 HOUSING PROGRAM PROVIDES HOUSING AND RELATED SERVICES TO INCOME ELIGIBLE INDIVIDUALS. CAP'S FINANCIAL ASSET BUILDING DIVISION INCLUDES PROGRAMS DESIGNED TO MAXIMIZE THE EARNED INCOME OF LOW-INCOME FAMILIES THEREBY HELPING THEM MOVE TOWARDS ECONOMIC SELF-SUFFICIENCY. ADDITIONALLY, CAP OFFERS A SCREENING PROGRAM TO ALERT FAMILIES ABOUT PUBLIC BENEFITS FOR WHICH THEY QUALIFY. OVER 224 PEOPLE WERE PROVIDED THIS SERVICE IN 2011. COUNSELING AND ASSISTANCE FOR FIRST-TIME HOMEBUYERS SERVED 277 INDIVIDUALS AND FAMILIES IN 2011. OF THE 277 RECEIVING ASSISTANCE, 86 THEN RECEIVED DOWN PAYMENT ASSISTANCE. DURING 2011, 458 SCHOLARSHIPS WERE PRESENTED FOR ENROLLMENT IN A STATE-FUNDED COLLEGE SCHOLARSHIP PROGRAM. CAP ALSO PROVIDES LOW-INCOME RENTAL HOUSING WITH 232 TOTAL UNITS AND 18 SINGLE FAMILY HOMES. 761403 EARNED INCOME TAX CREDIT 117312 216043 CORPORATE ACTIVITIES 1399550 413249 217543 39877238 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 125 0 643 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 OK X MELANIE LASTER 9183823235 4606 S GARNETT SUITE 100 TULSA OK 74146 PAULA SETTOON 1.00 X X 0 0 0 DAN ELLINOR 1.00 X X 0 0 0 GEORGE CHARLTON JR 1.00 X 0 0 0 DR CATHY BURDEN 1.00 X X 0 0 0 CHRISTELLA CHAVEZ 1.00 X 0 0 0 DOUG GORMAN 1.00 X 0 0 0 JOHN KAYKAY 1.00 X 0 0 0 ANDREW MCKENZIE 1.00 X X 0 0 0 DR TOM MCKEON 1.00 X 0 0 0 REV RAY OWENS 1.00 X 0 0 0 KIM SMITH 1.00 X 0 0 0 LLOYD SNOW 1.00 X 0 0 0 TIPTON BURCH 1.00 X 0 0 0 DEBI FRIGGEL 1.00 X 0 0 0 CARLA GOBLE 1.00 X 0 0 0 GREG GRAHAM 1.00 X 0 0 0 JOSH MILLER 1.00 X 0 0 0 STEVEN DOW 40.00 X 0 0 0 KAREN KIELY 40.00 X 144192 0 14853 JOANNE LUCAS 40.00 X 120575 0 14165 CECILIA ROBINSON 40.00 X 118904 0 15781 MICHELLE CHOQUETTE 40.00 X 102500 0 3650 DUSTIN LITTLE 40.00 X 102728 0 6809 588899 0 55258 5 0 1 0 PART-TIME PROS INC 1326 E 43RD COURT TULSA OK 74105 TEMPORARY STAFFING 550299 UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 CONSULTING 405037 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 CONSULTING 174984 3 46029431 27179819 58960 73209250 PARENT FEES & SUBSIDIE 900099 851064 851064 MANAGEMENT SERVICE REV 900099 143410 143410 OTHER PROGRAM REVENUE 900099 74133 74133 1068607 321543 321543 1021235 1023811 241474 -2576 -241474 -244050 -244050 74355350 1068607 0 77493 4162181 4162181 293785 293785 18297493 14498131 3705211 94151 235842 163964 70932 946 2856393 2410183 438764 7446 2151225 1739294 401481 10450 36418 13403 23015 197884 197884 8535366 8485647 49719 193987 167564 26423 3645020 3582042 60613 2365 477253 401187 75870 196 2594262 2411543 182719 255615 239355 16130 130 408082 313763 92029 2290 1000 1000 516195 516195 110234 70329 39905 HOME PROGRAM SERVICES 324848 324848 BAD DEBT EXPENSE 194557 194557 OTHER 179379 142537 31527 5315 IN-KIND 58960 39515 19445 45725979 39877238 5725452 123289 9130542 49897430 14992738 5899651 4499467 6403861 170986 45425 4792895 2785853 2490366 2007042 3424442 10663923 316525 2500000 35025066 77417332 2660001 3858357 11390289 20769298 400000 3600000 14729 290 14465019 28227945 X 18769619 20398958 27000000 1790428 1790429 20560047 49189387 35025066 77417332 X 28629371 -31 X X 0 1 1 X 1 1 X 38960211 44280089 42338254 39522652 73209250 238310456 38960211 44280089 42338254 39522652 73209250 238310456 238310456 1100135 647282 443303 372053 321543 2884316 241194772 6274295 0.98800 0.84200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 16 16 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: TULSA METRO CHAMBER DUES - 4% OF WHICH IS NONDEDUCTIBLE LOBBYING EXPENSE 76767 76767 3460784 1975209 1485575 1255344 810644 444700 2007042 INVESTMENT IN LOW-INCOME HOUSING CORPORATIONS 210487 F CERTIFICATES OF DEPOSIT 9768138 F PREFERRED STOCK 99745 F INVESTMENT WITH TCF 136423 F GOVERNMENT OBLIGATIONS 449130 F 10663923 OTHER LIABILITIES 290 290 74355350 45725979 28629371 -31 -31 28629340 75128150 -31 46959 484398 531326 74596824 -241474 -241474 74355350 46234174 46959 241474 219762 508195 45725979 0 45725979 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: CAPTC AND TCLF ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE OKLAHOMA TAX LAW. THE REGULATIONS PROVIDE TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. CAPTC IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. CAPTC HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE TAX YEARS ENDED 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XII, LINE 2D - OTHER ADJUSTMENTS: REMOVE CONSOLIDATED ENTITY REVENUE 484,398. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -241,474. PART XIII, LINE 2D - OTHER ADJUSTMENTS: REMOVE CONSOLIDATED ENTITY EXPENSES 219,762. 1 DOWN PAYMENT ASSISTANCE 86 315224 RENT & UTILITIES ASSISTANCE 148 98025 GED & MEDICAL NURSING TUITION, BOOKS AND STIPENDS 114 1405143 CHILD MEALS 2046 2310435 FAIR MARKET VALUE MEALS PROVIDED FOR EARLY CHILDHOOD PROGRAMS OTHER ASSISTANCE 92 33354 FAIR MARKET VALUE DIAPERS, CAR SEATS, MATTRESSES PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: EACH REQUEST FOR FUNDING IS REVIEWED TO ENSURE THAT PROGRESS IS BEING MADE TOWARD THE COMPLETION OF THE PROJECT. PAYMENTS AGAINST THE PREVIOUS FUNDING PROVIDED ARE REVIEWED. PHYSICAL INSPECTION OF THE BUILDINGS ARE PERFORMED ROUTINELY. 0 0 0 0 0 0 0 0 0 KAREN KIELY 139512 0 4500 0 180 0 4365 0 10488 0 159045 0 0 0 X EQUIPMENT 2 50000 FMV X OTHER 6 8960 FMV 0 0 0 0 CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 INSURE TULSA PREMIUM ASSISTANCE PROGRAM ENDED DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS HAD THE FOLLOWING AMENDMENTS APPROVED: 1) CHANGING THE ANNUAL MEETING TO JANUARY 2) ADDING THE FUNDRAISING COMMITTEE 3) ADDING RESPONSIBILITIES FOR CLIENT SERVICES COMMITTEE 4) CHANGING THE LANGUAGE TO REFLECT THE ASSESSMENT OF CAPTC'S PERFORMANCE AND EFFECTIVENESS EVERY 2 YEARS 5) REMOVING THE LANGUAGE THAT STATES THAT DIRECTORS SHALL SERVE UNTIL THEIR SUCCESSORS ARE ACCEPTED FORM 990, PART VI, SECTION B, LINE 11 A COPY OF IRS FORM 990 IS REVIEWED BY THE CFO AND PRESENTED TO THE FINANCE COMMITTEE. THE CFO PRESENTED AND HIGHLIGHTED SIGNIFICANT ISSUES TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS AND APPROVES FORM 990 PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND CONFIRMED AT THE ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION, FOR ALL EMPLOYEES, IS DETERMINED, BY INDEPENDENT BOARD MEMBERS, BASED ON MARKET INFORMATION ACQUIRED BY CAPTC. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA FEDERAL AUDIT CLEARINGHOUSE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -31. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR. CAP PROPERTY MANAGEMENT GROUP 4606 S GARNETT SUITE 100 TULSA OK 74146 432050555 PROPERTY MANAGEMENT OK 4019 190 COMMUNITY ACTION PROJECT OF TUSLA COUNTY TULSA COMMUNITY LOAN FUND 4606 S GARNETT TULSA OK 74146 731444324 AFFORDABLE HOUSING FINANCING OK 501(C)(3) 9 COMMUNITY ACTION PROJECT OF TUSLA COUNTY 0 TULSA EDUCARE INC 4606 S GARNETT TULSA OK 74146 201232950 EARLY CHILDHOOD EDUCATION OK 501(C)(3) 11-1 N/A 0 TULSA SCATTERED SITES HOUSING PARTNERS LP 4606 S GARNETT SUITE 100 TULSA OK 74146 742867446 LOW INCOME HOUSING OK 9 RELATED -9 -878935 0 1 0.00010 TULSA SCATTERED SITES HOUSING PARTNERS LP 4606 S GARNETT SUITE 100 TULSA OK 74146 742867446 LOW INCOME HOUSING OK COMMUNITY ACTION PROJECT OF TULSA COUNTY RELATED -85976 315804 0 0 0.99990 NORWOOD HOUSING PARTNERS LP 4606 S GARNETT SUITE 100 TULSA OK 74146 731508760 LOW INCOME HOUSING OK NORWOOD REALTY CORPORATION RELATED -199383 1035979 0 1 0.65310 BRIGHTWATERS HOUSING PARTNERS 4606 S GARNETT SUITE 100 TULSA OK 74146 680533181 LOW INCOME HOUSING OK BRIGHTWATERS REALTY CORPORATION RELATED -33 515584 0 1 0.00010 NORWOOD REALTY CORPORATION 4606 S GARNETT SUITE 100 TULSA OK 74146 731508759 LOW INCOME HOUSING OK COMMUNITY ACTION PROJECT OF TULSA COUNTY C 2336 -427303 1.00000 BRIGHWATERS REALTY CORPORATION 4606 S GARNETT SUITE 100 TULSA OK 74146 680533009 LOW INCOME HOUSING OK COMMUNITY ACTION PROJECT OF TULSA COUNTY C 1 272037 1.00000 TULSA SCATTERED SITE REALTY CORPORATION 4606 S GARNETT SUITE 100 TULSA OK 74146 731534737 LOW INCOME HOUSING OK COMMUNITY ACTION PROJECT OF TULSA COUNTY C 15888 594 1.00000 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 FORM 990, SCHEDULE R, PART III TULSA SCATTERED SITE REALTY CORPORATION IS THE 0.01% GENERAL PARTNER OF TULSA SCATTERED SITES HOUSING PARTNERS, LP. COMMUNITY ACTION PROJECT OF TULSA COUNTY IS THE 99.99% LIMITED PARTNER OF TULSA SCATTERED SITES HOUSING PARTNERS, LP. THE INDIRECTLY OWNED GENERAL PARTNER INTERST AND THE DIRECTLY OWNED LIMITED PARTNER INTEREST OF TULSA SCATTERED SITES HOUSING PARTNERS, LP ARE THUS LISTED ON SEPERATE LINES TO APPROPRIATELY DESCRIBE THE RELATIONSHIP.