TULSA AREA UNITED WAY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
TULSA AREA UNITED WAY (EIN 73-0580283)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201111369349307261
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T21:54:40-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12200 S UTICA PL SUITE 400AddressLine1
CityTULSACity
StateOKState
ZIP Code741147000ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN730580283EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TULSA AREA UNITED WAYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTULSNameControl
Phone9185837171Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11430 SOUTH BOULDERAddressLine1
CityTULSACity
StateOKState
ZIP Code74119ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARK R GRAHAMName
TitlePRESIDENT AND CEOTitle
Phone9185837171Phone
Date Signed2011-05-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLOU ANN GIBSONName
Phone9187452333Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonMARK R GRAHAMNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11430 SOUTH BOULDERAddressLine1
CityTULSACity
StateOKState
ZIP Code74119ZIPCode
FieldValueIRS element (for citing)
Gross Receipts24417086GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.TAUW.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1924YearFormation
State Legal DomicileOKStateLegalDomicile
Activity Or Mission DescriptionWE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY.ActivityOrMissionDescription
Nbr Voting Members Governing Body52NbrVotingMembersGoverningBody
Nbr Independent Voting Members51NbrIndependentVotingMembers
Total Nbr Employees32TotalNbrEmployees
Total Nbr Volunteers5800TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year23067117ContributionsGrantsPriorYear
Contributions Grants Current Year24300676ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year15349InvestmentIncomePriorYear
Investment Income Current Year103999InvestmentIncomeCurrentYear
Other Revenue Prior Year252052OtherRevenuePriorYear
Other Revenue Current Year12411OtherRevenueCurrentYear
Total Revenue Prior Year23334518TotalRevenuePriorYear
Total Revenue Current Year24417086TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year20085948GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY21088388GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1845311SalariesEtcPriorYear
Salaries Etc Current Year1914757SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1294162TotalFundrsngExpCurrentYear
Other Expense Prior Year675046OtherExpensePriorYear
Other Expenses Current Year700589OtherExpensesCurrentYear
Total Expenses Prior Year22606305TotalExpensesPriorYear
Total Expenses Current Year23703734TotalExpensesCurrentYear
Revenues Less Expenses Prior Year728213RevenuesLessExpensesPriorYear
Revenues Less Expenses CY713352RevenuesLessExpensesCY
Total Assets BOY30603549TotalAssetsBOY
Total Assets EOY31780708TotalAssetsEOY
Total Liabilities BOY19982158TotalLiabilitiesBOY
Total Liabilities EOY20322540TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY10621391NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY11458168NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionWE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense8823059Expense
Grants8672118Grants
Revenue0Revenue
DescriptionHEALTH/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 SUPORTS EMERGENCY RESPONSE TO DISASTERS TO ENSURE FAMILIES HAVE A SAFE LIVING ENVIRONMENT.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense8430924Expense
Grants8286691Grants
Revenue0Revenue
DescriptionEDUCATION. 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense2352816Expense
Grants2312565Grants
Revenue0Revenue
DescriptionFINANCIAL 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.Description

Activity Other ActivityOther (7 entries)

ExpenseExpenseGrantsGrantsRevenueRevenueDescriptionDescription
2071582050000VENTURE GRANTS
6279165918670COMBINED FEDERAL CAMPAIGN DESIGNATIONS
23022229950COMBINED STATE CAMPAIGN DESIGNATIONS
1243601235730ROGERS COUNTY UNITED WAY
1283401245020OTHER DESIGNATIONS
2000002000000CHAPMAN 211 GRANT
5460775460770OTHER FOUNDATION GRANTS
FieldValueIRS element (for citing)
Total Of Other Program Service Exp1856873TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt1814014TotalOfOtherProgramServiceGrnt
Total Program Service Expense21463672TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10968NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees32NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members52NbrVotingGoverningBodyMembers
Number Independent Voting Members51NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9185837171TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11430 SOUTH BOULDERAddressLine1
CityTULSACity
StateOKState
ZIP Code74119ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (53 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
BAILEY KELLI
DIRECTOR0.50X000
BAKER TOM
DIRECTOR0.50X000
BALLARD KEITH
DIRECTOR0.50X000
BENDER JAMES
DIRECTOR0.50X000
BICKERT SUSAN
DIRECTOR0.50X000
BOONE RICHARD
DIRECTOR0.50X000
BREWER JULIAN
ETHICS OFFICER1.00X000
CABLE NEVYLE
DIRECTOR0.50X000
CORNELL PAUL
DIRECTOR0.50X000
CRIPPEN JEFF
DIRECTOR0.50X000
DALTON MARK
DIRECTOR0.50X000
ELLINOR DAN
CHAIR-ELECT0.50X000
ERVIN-JOHNSON KATHY
DIRECTOR0.50X000
EWING ROBYN
VICE CHAIR0.50X000
FERGUSON TALLY
DIRECTOR0.50X000
FRANK BECKY
DIRECTOR0.50X000
GATES CATHY
DIRECTOR0.50X000
GIBSON JOHN
DIRECTOR0.50X000
GRANT BILL
DIRECTOR0.50X000
HARRIS RICK
DIRECTOR0.50X000
HILDEBRAND STEVE
DIRECTOR0.50X000
KAUL MANJU
INTERN0.50X000
KEGLOVITS DAVID
DIRECTOR0.50X000
KETCHUM CRAIG
DIRECTOR0.50X000
KNEALE JIM
SECRETARY0.50X000
KOLLMANN DAVID
DIRECTOR0.50X000
LAKIN JR PHIL
DIRECTOR0.50X000
LITTLEFIELD DAVID
DIRECTOR0.50X000
LONG TOM
DIRECTOR0.50X000
LORTON BOBBY
DIRECTOR0.50X000
MARSHALL BERT
DIRECTOR0.50X000
MATTHEWS JEFF
INTERN0.50X000
MCCALEB SR J WADE
DIRECTOR0.50X000
MELON MARY
DIRECTOR0.50X000
MESSICK MIKE
ASST. SECRETARY0.50X000
MITCHELL CHUCK
DIRECTOR0.50X000
NEAL MIKE
DIRECTOR0.50X000
NORTON JIM
DIRECTOR0.50X000
ODEN CHRIS
INTERN0.50X000
RATCLIFF DAVE
DIRECTOR0.50X000
REDMAN MICHAEL
COUNSEL1.00X000
RHOADS MIKE
TREASURER1.00X000
SANDS ROD
DIRECTOR0.50X000
SIEGFRIED TRAY
DIRECTOR0.50X000
SOLOMON STUART
DIRECTOR0.50X000
SWANSON CLINT
DIRECTOR0.50X000
THOMPSON VANESSA
DIRECTOR0.50X000
WAGNER DAVID
DIRECTOR0.50X000
WALKER DON
DIRECTOR0.50X000
WELLENDORF DON
DIRECTOR0.50X000
WESTBROOK SANDI
ASST. TREASURER1.00X000
GRAHAM MARK R
PRESIDENT & CEO40.00235780037745X
JEWELL KATHLEEN K
VICE PRESIDENT / CFO40.00106976016712X
FieldValueIRS element (for citing)
Total Reportable Comp From Org342756TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation54457TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions24300676AllOtherContributions
Total Contributions24300676TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column103999TotalRevenueColumn
Exclusion$103,999ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCDescription
Business Code900099BusinessCode
Total Revenue Column12411TotalRevenueColumn
Exclusion$12,411ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue12411TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column24417086TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$116,410ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total21088388Total
Program Services21088388ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total342756Total
Program Services22800ProgramServices
Management And General205956ManagementAndGeneral
Fundraising114000Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1160021Total
Program Services192399ProgramServices
Management And General282654ManagementAndGeneral
Fundraising684968Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total151026Total
Program Services22953ProgramServices
Management And General50552ManagementAndGeneral
Fundraising77521Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total144571Total
Program Services29234ProgramServices
Management And General58692ManagementAndGeneral
Fundraising56645Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total116383Total
Program Services17768ProgramServices
Management And General37962ManagementAndGeneral
Fundraising60653Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total26500Total
Management And General26500ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total40210Total
Program Services36049ProgramServices
Fundraising4161Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total45595Total
Management And General8426ManagementAndGeneral
Fundraising37169Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total78612Total
Program Services4724ProgramServices
Management And General48995ManagementAndGeneral
Fundraising24893Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total16889Total
Management And General11304ManagementAndGeneral
Fundraising5585Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total79824Total
Program Services9978ProgramServices
Management And General39912ManagementAndGeneral
Fundraising29934Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total19730Total
Program Services408ProgramServices
Management And General8891ManagementAndGeneral
Fundraising10431Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total22230Total
Program Services1745ProgramServices
Management And General10148ManagementAndGeneral
Fundraising10337Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total232068Total
Program Services23207ProgramServices
Management And General116034ManagementAndGeneral
Fundraising92827Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total109246Total
Program Services12017ProgramServices
Management And General32774ManagementAndGeneral
Fundraising64455Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total12141Total
Program Services1518ProgramServices
Management And General6070ManagementAndGeneral
Fundraising4553Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionOTHER MISC. EXPENSESDescription
Total17544Total
Program Services484ProgramServices
Management And General1030ManagementAndGeneral
Fundraising16030Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total23703734Total
Program Services21463672ProgramServices
Management And General945900ManagementAndGeneral
Fundraising1294162Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1601581BOY
EOY1092891EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1476753BOY
EOY7395672EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY14186626BOY
EOY13949532EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY133623BOY
EOY99793EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY34043BOY
EOY41368EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2786906LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2273360LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY615389BOY
EOY513546EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY970950BOY
EOY1067033EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY11584584BOY
EOY7620873EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY30603549BOY
EOY31780708EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY166166BOY
EOY114946EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY19815992BOY
EOY20207594EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY19982158BOY
EOY20322540EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7884644BOY
EOY8267122EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1736747BOY
EOY2191046EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1000000BOY
EOY1000000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10621391BOY
EOY11458168EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY30603549BOY
EOY31780708EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses713352ReconcilationRevenueExpenses
Reconcilation Other Changes123425ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years22592312CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22099676CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years24148133CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year23067117CurrentTaxYearMinus1Year
Current Tax Year23544598CurrentTaxYear
Total115451836Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years22592312CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22099676CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years24148133CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year23067117CurrentTaxYearMinus1Year
Current Tax Year23544598CurrentTaxYear
Total115451836Total
FieldValueIRS element (for citing)
Public Support Total170115451836PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years490382CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years565277CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years264133CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year15349CurrentTaxYearMinus1Year
Current Tax Year104000CurrentTaxYear
Total1439141Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years31627CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years61864CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years35001CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year252052CurrentTaxYearMinus1Year
Current Tax Year12411CurrentTaxYear
Total392955Total
FieldValueIRS element (for citing)
Total Support117283932TotalSupport
Public Support Pertcentage1700.98440PublicSupportPertcentage170
Public Support Pertcent Prior Year0.98200PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1032925BeginningOfYearBalance
Contributions2960Contributions
Investment Earnings Or Losses147270InvestmentEarningsOrLosses
Administrative Expenses5592AdministrativeExpenses
End Of Year Balance1172563EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance845910BeginningOfYearBalance
Contributions0Contributions
Investment Earnings Or Losses191779InvestmentEarningsOrLosses
Administrative Expenses4764AdministrativeExpenses
End Of Year Balance1032925EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1147143BeginningOfYearBalance
Contributions75000Contributions
Investment Earnings Or Losses-303355InvestmentEarningsOrLosses
Other Expenditures66975OtherExpenditures
Administrative Expenses5903AdministrativeExpenses
End Of Year Balance845910EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.15000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.85000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis146586OtherCostOrOtherBasis
Book Value146586BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2271651OtherCostOrOtherBasis
Depreciation1955818Depreciation
Book Value315833BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis368669OtherCostOrOtherBasis
Depreciation317542Depreciation
Book Value51127BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings513546TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionFDIC INSURED BANK ACCOUNTS & CDSDescription
Book Value7620873BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities7620873TotalOfBookValueSecurities
Total Revenue24417086TotalRevenue
Total Expenses23703734TotalExpenses
Excess Or Deficit For Year713352ExcessOrDeficitForYear
Net Unrealized GL On Investments123425NetUnrealizedGLOnInvestments
Total Adjustments123425TotalAdjustments
Excess Or Deficit Per FS836777ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt23674575TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments123425NetUnrealizedGainsInvestments
Revenue Not Rptd F990123425RevenueNotRptdF990
Revenue Subtotal23551150RevenueSubtotal
Other Revenues Not Included865936OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt865936RevenueNotRptdOnFinStmt
Total Revenue Per Form99024417086TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt22837798TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal22837798ExpensesSubtotal
Other Expenses Not Included865936OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt865936ExpensesNotRptdOnFinStmt
Total Expenses Per Form99023703734TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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 865,936.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:DESIGNATIONS TO OTHER CHARITIES 865,936.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (119 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
A NEW LEAF INC
2306 S 1ST PLBROKEN ARROWOK74012731042760501 (C) 3156615SAFETY AND FINANCIAL STABILITY
ABILITY RESOURCES INC
823 S DETROIT STE 110TULSAOK74120731000572501 (C) 369296HEALTH
AIDS UNITED AMERICORPS PROGRAM
1424 K ST STE 200WASHINGTONDC20005521706646501 (C) 319897AMERICORPS TEAM TULSA
AMERICAN HEART ASSOCIATION INC SOUTH CENTRAL AFFILIATE
109800-B STONELAKE BLVD STE 230AUSTINTX78759135613797501 (C) 3216703HEALTH
AMERICAN RED CROSS TULSA AREA CHAPTER
10151 E 11TH STTULSAOK74128730579223501 (C) 31074906SAFETY AND FINANCIAL STABILITY
AMERICAN RED CROSS SPECIAL GRANT
10151 E 11TH STTULSAOK74128730579223501 (C) 3300000EMERGENCY NEEDS
ARMED FORCES VETERANS HOMES FOUNDATION
5211 AUTH RDSUITLANDMD20746521993760501 (C) 35482DESIGNATIONS STATE CHARITABLE CAMPAIGN
ARTHRITIS FOUNDATION INC SOUTH CENTRAL REGION
7170 S BRADEN AVE STE 170TULSAOK74136943454386501 (C) 386221HEALTH
BIG BROTHERS BIG SISTERS OF OKLAHOMA
5840 S MEMORIAL STE 111TULSAOK74145731226237501 (C) 3372859EDUCATION
BOY SCOUTS OF AMERICA
4295 S GARNETT RDTULSAOK741464261730579230501 (C) 3573804EDUCATION
BOY SCOUTS OF AMERICA
4295 S GARNETT RDTULSAOK741464261730579230501 (C) 350000CAPITAL CAMPAIGN
BRIDGES FOUNDATION THE
1345 N LEWIS AVETULSAOK741104702730740763501 (C) 3130000SAFETY AND FINANCIAL STABILITY
BRIDGES FOUNDATION THE VENTURE GRANT
1345 N LEWIS AVETULSAOK741104702730740763501 (C) 325000SUMMER CAMP
BRISTOW SOCIAL SERVICES INC
206 S MAIN STBRISTOWOK74010731345471501 (C) 370667SAFETY AND FINANCIAL STABILITY
BROKEN ARROW NEIGHBORS
322 W BROADWAYBROKEN ARROWOK74012731195548501 (C) 395192SAFETY AND FINANCIAL STABILITY
BROKEN ARROW SENIORS INC
1800 S MAIN STBROKEN ARROWOK74012731325797501 (C) 336891HEALTH
CAMP FIRE USA GREEN COUNTRY COUNCIL INC
706 S BOSTON AVETULSAOK741191610730579231501 (C) 3355000EDUCATION
CAMP FIRE USA GREEN COUNTRY COUNCIL INC SAPULPA COUNTY FAMILY RESOURCE CENT
706 S BOSTON AVETULSAOK741191610730579231501 (C) 337168CAPACITY BUILDING
CARING COMMUNITY FRIENDS INC OF SAPULPA
PO BOX 1524SAPULPAOK74067731429214501 (C) 320748SAFETY AND FINANCIAL STABILITY
CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES THE
815 S UTICA AVETULSAOK741043612736070545501 (C) 3297769HEALTH
CHILD ABUSE NETWORK INC
2829 S SHERIDAN DRTULSAOK74129731325326501 (C) 3204600HEALTH, SAFETY AND FINANCIAL STABILITY
COMMUNITY ACTION PROJECT OF TULSA COUNTY
4606 S GARNETT RD STE 100TULSAOK74146731019247501 (C) 3403449EDUCATION
COMMUNITY HEALTH CHARITIES OF OK
7600 NEWCASTLE RDOKLAHOMA CITYOK731693000731337456501 (C) 315420DESIGNATIONS STATE CHARITABLE CAMPAIGN
COMMUNITY SERVICE COUNCIL OF GREATER TULSA
16 E 16TH ST STE 202TULSAOK741194406730580282501 (C) 3784239EDUCATION
COMMUNITY SERVICE COUNCIL OF GREATER TULSA VENTURE GRANT
16 E 16TH ST STE 202TULSAOK741194406730580282501 (C) 350000TULSA AREA COMMUNITY SCHOOLS INITIATIVE MIDDLE SCHOOL PILOT
COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL
16 E 16TH ST STE 202TULSAOK741194406730580282501 (C) 3200000211 GRANT
COMMUNITY SERVICE COUNCIL OF GREATER TULSA TCAP
16 E 16TH ST STE 202TULSAOK741194406730580282501 (C) 320000AMERICORPS TEAM TULSA SUPERVISION
COMMUNITY SERVICE COUNCIL OF GREATER TULSA TCAP
16 E 16TH ST STE 202TULSAOK741194406730580282501 (C) 310000TCAP LEADERSHIP
CONSUMER CREDIT COUNSELING SERVICES
4646 S HARVARD AVETULSAOK74135237138701501 (C) 3170239SAFETY AND FINANCIAL STABILITY
CREEK COUNTY LITERACY PROGRAM
15 N POPLARSAPULPAOK74066731376512501 (C) 329640EDUCATION
CREEK COUNTY LITERACY PROGRAM VENTURE GRANT
15 N POPLARSAPULPAOK74066731376512501 (C) 35000GUARDING ANGELS PROJECT
CROSSROADS INC
1888 E 15TH STTULSAOK74114731447897501 (C) 386021HEALTH
DAILY FAMILY YMCA OF BIXBY
7910 E 134TH ST SOUTHBIXBYOK74008731229348501 (C) 344145HEALTH
DOMESTIC VIOLENCE INTERVENTION SERVICES
4300 S HARVARD STE 100TULSAOK741352608731028332501 (C) 3789662SAFETY AND FINANCIAL STABILITY
DOMESTIC VIOLENCE INTERVENTION SERVICES VENTURE GRANT
4300 S HARVARD STE 100TULSAOK741352608731028332501 (C) 312000CLAIMTRAK COLLABORATION
EASTERN OKLAHOMA DONATED DENTAL SERVICES
3741 S PEORIA AVETULSAOK74105412103655501 (C) 378151HEALTH
EASTERN OKLAHOMA DONATED DENTAL SERVICES SPECIAL
3741 S PEORIA AVETULSAOK74105412103655501 (C) 346078INDIGENT ADULT DENTAL SERVICES
FAMILY AND CHILDREN'S SERVICES
650 S PEORIA AVETULSAOK74120730580270501 (C) 31645865EDUCATION
FAMILY AND CHILDREN'S SERVICES
650 S PEORIA AVETULSAOK74120730580270501 (C) 350000CAPITAL CAMPAIGN
GIRL SCOUTS OF EASTERN OKLAHOMA
2432 E 51ST STTULSAOK741056002730579240501 (C) 3323104EDUCATION
GOODWILL INDUSTRIES OF TULSA
2800 SOUTHWEST BLVDTULSAOK74107730614297501 (C) 3447618SAFETY AND FINANCIAL STABILITY
GREATER CORNERSTONE COMMUNITY DEVELOPMENT PROJECT INC
5610 S 41ST WEST AVETULSAOK74107201737542501 (C) 360000WESTSIDE COMMUNITY CENTER
HEALTH OUTREACH PREVENTION EDUCATION INC
3540 E 31ST ST STE 3TULSAOK74135731537952501 (C) 320633HIV PREVENTION FOR HIGH RISK MEN
HOMELIFE ASSOCIATION
5127 S LEWISTULSAOK74153731165020501 (C) 390000HEALTH
HOSPICE OF GREEN COUNTRY INC
2121 S COLUMBIA STE 200TULSAOK741143516731261742501 (C) 383452HEALTH
LEADERSHIP TULSA NEW VOICES
1717 S BOULDER AVE STE 104TULSAOK74119731042332501 (C) 315000INITIATIVE TO INCREASE DIVERSITY OF TAUW AGENCY BOARDS
LEGAL SERVICES OF OKLAHOMA INC
907 S DETROIT STE 725TULSAOK74120731022203501 (C) 3261352SAFETY AND FINANCIAL STABILITY
LIFE SENIOR SERVICES INC
5950 E 31ST STTULSAOK741355114731043783501 (C) 3704640HEALTH
MARGARET HUDSON PROGRAM INC
2010 E 48TH ST NTULSAOK74130730793181501 (C) 3548018EDUCATION
MENTAL HEALTH ASSOCIATION IN TULSA
1870 S BOULDERTULSAOK741195234730657931501 (C) 3461040HEALTH
METROPOLITAN TULSA URBAN LEAGUE
240 E APACHETULSAOK741063799730610288501 (C) 387978SAFETY AND FINANCIAL STABILITY
MISC OTHER ALLOCATIONS
00000000031404GENERAL
NTECH COLLABORATIVE
1430 S BOULDER AVETULSAOK74119730580283501 (C) 3124950NON PROFIT TECHNICAL ASSISTANCE
OKMULGEE COUNTY FAMILY RESOURCE
PO BOX 73OKMULGEEOK74447731332643501 (C) 3104634EDUCATION
OKMULGEE COUNTY HOMELESS SHELTER
PO BOX 1635OKMULGEEOK74447731485176501 (C) 376295SAFETY AND FINANCIAL STABILITY
OKMULGEE OKFUSKEE COUNTY YOUTH
1950 N OKMULGEEOKMULGEEOK74447731486908501 (C) 381868EDUCATION
OPERATION AWARE OF OKLAHOMA INC
7226 E 41ST STTULSAOK74145731112912501 (C) 3142778EDUCATION
OTHER AGENCIES OTHER UNITED WAYS AND COMBINED STATE CAMPAIGN
00000000060119GENERALGENERALGENERAL
OTHER COMMUNITY GRANTS
00000000060000GENERAL
OWASSO COMMUNITY RESOURCES
109 N BIRCH STE 109OWASSOOK74055731445318501 (C) 369213SAFETY AND FINANCIAL STABILITY
PALMER CONTINUUM OF CARE INC
2442 MOHAWK BLVDTULSAOK74110562302027501 (C) 3186281HEALTH
PARENT CHILD CENTER OF TULSA THE
1421 S BOSTON AVETULSAOK741194032731113167501 (C) 3545419EDUCATION
PARENT CHILD CENTER OF TULSA THE VENTURE GRANT
1421 S BOSTON AVETULSAOK741194032731113167501 (C) 38000CLAIMTRAK COLLABORATION
RARC INC
PO BOX 834JENKSOK740370834730929174501 (C) 350116HEALTH
RETIRED SENIOR VOLUNTEER PROGRAM
5756 E 31ST STTULSAOK741355103731009086501 (C) 375697HEALTH
RETIRED SENIOR VOLUNTEER PROGRAM CAPACITY BUILDING
5756 E 31ST STTULSAOK741355103731009086501 (C) 311250CAPACITY BUILDING
ROGERS COUNTY UNITED WAY
PO BOX 1165CLAREMOREOK74018731249045501 (C) 3123573FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS
SHOW INC
425 W WELLSSAPULPAOK74066731028650501 (C) 3102000SAFETY AND FINANCIAL STABILITY
SALVATION ARMY THE
1616 S MAINTULSAOK74119730579266501 (C) 31457112EDUCATION, SAFETY AND FINANCIAL STABILITY
SAND SPRINGS COMMUNITY SERVICES
15 E 2ND STSAND SPRINGSOK74063730582550501 (C) 369615SAFETY AND FINANCIAL STABILITY
STREET SCHOOL
1135 S YALE AVETULSAOK741125396730942963501 (C) 3235007EDUCATION
TSHA INC
8740 E 11TH ST STE ATULSAOK741127957736102812501 (C) 3196681HEALTH
TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENTAL DISABILITIES
2516 E 71ST ST STE ATULSAOK74136730749376501 (C) 3166341HEALTH
TULSA BOYS HOME
PO BOX 1101TULSAOK741011101730579242501 (C) 3350420EDUCATION
HIV RESOURCE CONSORTIUM INC
3507 E ADMIRAL PLTULSAOK741158211731388569501 (C) 3373385HEALTH
HIV RESOURCE CONSORTIUM INC TCAP
3507 E ADMIRAL PLTULSAOK741158211731388569501 (C) 319400HIV PREVENTION FOR INCARCERATED MEN
HIV RESOURCE CONSORTIUM INC TCAP
3507 E ADMIRAL PLTULSAOK741158211731388569501 (C) 35000TRANSPORTATION
HIV RESOURCE CONSORTIUM INC TCAP
3507 E ADMIRAL PLTULSAOK741158211731388569501 (C) 352500PRESCRIPTION DRUGS
TULSA CASA INC
700 S BOSTON STE 230TULSAOK74119731312870501 (C) 3106609EDUCATION
TULSA DAY CENTER FOR THE HOMELESS
415 W ARCHERTULSAOK74103731557819501 (C) 3156026SAFETY AND FINANCIAL STABILITY
TULSA DAY CENTER FOR THE HOMELESS VENTURE GRANT
415 W ARCHERTULSAOK74103731557819501 (C) 345000HUDSON VILLAS
TULSA DAY CENTER FOR THE HOMELESS SPECIAL GRANT
415 W ARCHERTULSAOK74103731557819501 (C) 3400000HUDSON VILLAS CAPITAL CAMPAIGN
12 AND 12 INC
6333 E SKELLY DRTULSAOK74135731242962501 (C) 3236518HEALTH
VISITING NURSE ASSOCIATION OF TULSA
7875 E 51ST ST STE N-3TULSAOK74145731130509501 (C) 3442817HEALTH
WAGONER AREA NEIGHBORS
PO BOX 933WAGONEROK74477731351405501 (C) 374000SAFETY AND FINANCIAL STABILITY
YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA
420 S MAIN STE 200TULSAOK74103730579269501 (C) 3581200HEALTH
YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA VENTURE GRANT
420 S MAIN STE 200TULSAOK74103730579269501 (C) 320000YMCA OSU PEDIATRIC OBESITY PROGRAM
YOUNG WOMENS CHRISTIAN ASSOCIATION
1910 S LEWIS AVE STE 200TULSAOK741045708730579296501 (C) 3962303HEALTH
YOUTH AT HEART
6026 S SHERIDAN RDTULSAOK74145731043630501 (C) 3353011EDUCATION
YOUTH SERVICES OF TULSA
311 S MADISONTULSAOK74120730785251501 (C) 3487685SAFETY AND FINANCIAL STABILITY
YOUTH SERVICES OF CREEK COUNTY
PO BOX 2346SAPULPAOK740672346731301335501 (C) 3110732SAFETY AND FINANCIAL STABILITY
AMERICAN RED CROSS
2025 E ST NWWASHINGTONDC20006530196605501 (C) 37705DESIGNATIONS COMBINED FEDERAL CAMPAIGN
AMERICAS CHARITIES
14150 NEWBROOK DR STE 110CHANTILLYVA20151541517707501 (C) 311613DESIGNATIONS COMBINED FEDERAL CAMPAIGN
ANIMAL CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340LARKSPURCA94939943193389501 (C) 329179DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CANCERCURE OF AMERICA CARE UNDERSTAND RESEARCH AND END
1101 LARKSPUR LANDING CIR STE 340LARKSPURCA94939810648432501 (C) 313281DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CHILDREN FIRST AMERICAS CHARITIES
14150 NEWBROOK DR STE 110CHANTILLYVA20151300186795501 (C) 312978DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CHILDRENS CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340LARKSPURCA94939943148588501 (C) 39264DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CHILDRENS MEDICAL CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340LARKSPURCA94939270093393501 (C) 312846DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CHRISTIAN CHARITIES USA
1100 LARKSPUR LANDING CIR STE 340LARKSPURCA94939943255961501 (C) 314318DESIGNATIONS COMBINED FEDERAL CAMPAIGN
CHRISTIAN SERVICE CHARITIES
7620 LITTLE RIVER TPKE STE 600ANNANDALEVA22003943193374501 (C) 331024DESIGNATIONS COMBINED FEDERAL CAMPAIGN
COMBINED FEDERAL CAMPAIGN
000000000112973DESIGNATIONS COMBINED FEDERAL CAMPAIGN
COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
1304 N KENOSHATULSAOK74106731184980501 (C) 310350DESIGNATIONS COMBINED FEDERAL CAMPAIGN
COMMUNITY HEALTH CHARITIES
200 N GLEBE RD STE 801ARLINGTONVA222033728136167225501 (C) 341368DESIGNATIONS COMBINED FEDERAL CAMPAIGN
COMMUNITY HEALTH CHARITIES OF OKLAHOMA
7600 NEWCASTLE RDOKLAHOMA CITYOK731693000731337456501 (C) 342203DESIGNATIONS COMBINED FEDERAL CAMPAIGN
EARTH SHARE
7735 OLD GEORGETOWN RD STE 900BETHESDAMD20814521601960501 (C) 35267DESIGNATIONS COMBINED FEDERAL CAMPAIGN
GLOBAL IMPACT
66 CANAL CENTER PLAZA STE 310ALEXANDRIAVA22314521273585501 (C) 311168DESIGNATIONS COMBINED FEDERAL CAMPAIGN
HAVEN HOUSE INC
2508 PIN OAK RDMUSKOGEEOK74401731288502501 (C) 317571DESIGNATIONS COMBINED FEDERAL CAMPAIGN
HEALTH AND MEDICAL RESEARCH CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340LARKSPURCA94939943217739501 (C) 318105DESIGNATIONS COMBINED FEDERAL CAMPAIGN
HEALTH FIRST - AMERICA'S CHARITIES
14150 NEWBROOK DR STE 110CHANTILLYVA20151300186796501 (C) 36586DESIGNATIONS COMBINED FEDERAL CAMPAIGN
HUMAN CARE CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340LARKSPURCA94939943067804501 (C) 38731DESIGNATIONS COMBINED FEDERAL CAMPAIGN
LAKE AREA UNITED WAY INC
PO BOX 1612MUSKOGEEOK744021612730581441501 (C) 348458DESIGNATIONS COMBINED FEDERAL CAMPAIGN
LITTLE LIGHT HOUSE INC THE
5120 E 36TH STTULSAOK74135730939422501 (C) 317621DESIGNATIONS COMBINED FEDERAL CAMPAIGN
LOCAL INDEPENDENT CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340LARKSPURCA94939943042430501 (C) 336160DESIGNATIONS COMBINED FEDERAL CAMPAIGN
MAKE A WISH FOUNDATION OF OKLAHOMA
5201 N SHARTEL AVEOKLAHOMA CITYOK73118731176743501 (C) 316622DESIGNATIONS COMBINED FEDERAL CAMPAIGN
MEDICAL RESEARCH CHARITIES
7620 LITTLE RIVER TPKE STE 600ANNADALEVA22003943148591501 (C) 35787DESIGNATIONS COMBINED FEDERAL CAMPAIGN
MILITARY VETERANS AND PATRIOTIC SERVICE ORGANIZATIONS OF AMERICA
1100 LARKSPUR LANDING CIR STE 340LARKSPURCA94939943193418501 (C) 325599DESIGNATIONS COMBINED FEDERAL CAMPAIGN
THERAPETICS INC
9433 E 51ST ST STE JTULSAOK74145731397572501 (C) 37519DESIGNATIONS COMBINED FEDERAL CAMPAIGN
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 837OKLAHOMA CITYOK731010837730589829501 (C) 311931DESIGNATIONS COMBINED FEDERAL CAMPAIGN
WOMEN CHILDREN AND FAMILY SERVICE CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIR STE 340LARKSPURCA94939943193386501 (C) 35640DESIGNATIONS COMBINED FEDERAL CAMPAIGN
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants111TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations4TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonGRAHAM MARK RNamePerson
Base Compensation Filing Org192500BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org35500BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org7780OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org37745NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org273525TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org271268CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
STUART SOLOMON PRESIDENT AND CEO
BOARD DIRECTOR30000OFFICER - ELECTRIC UTILITY PROVIDER0
DAN ELINOR SR EXECUTIVE VICE PRES
BOARD DIRECTOR8200000OFFICER - DEPOSITORY BANK.0
BERT MARSHALL PRESIDENT BLUE CROS
BOARD DIRECTOR144600OFFICER - HEALTH INSURANCE PROVIDER0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2THERE 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 6ALL DONORS ARE CONSIDERED MEMBERS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS VOTE AT OUR ANNUAL MEETING FOR THE NEW SLATE OF BOARD OF DIRECTORS AND BOARD OFFICERS.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS VOTE AT OUR ANNUAL MEETING FOR THE NEW SLATE OF BOARD OF DIRECTORS AND BOARD OFFICERS.
FORM 990, PART VI, SECTION B, LINE 11THE 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.
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 12C
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 B, LINE 15
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 VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 123,425.FORM 990, PART XI, LINE 5:
THERE WERE NO CHANGES IN THE PROCESS FROM THE PREVIOUS YEAR.FORM 900 PART XII LINE 2C

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