2011-05-16T21:54:40-05:00 2010-12-31 HOGANTAYLOR LLP 2200 S UTICA PL SUITE 400 TULSA OK 741147000 990 2010-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 MARK R GRAHAM 9185837171 2011-05-11 1 LOU ANN GIBSON 9187452333 2010 2016-02-24 21:20:13Z X MARK R GRAHAM 1430 SOUTH BOULDER TULSA OK 74119 24417086 0 X WWW.TAUW.ORG X 1924 OK WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 52 51 32 5800 0 0 23067117 24300676 0 0 15349 103999 252052 12411 23334518 24417086 20085948 21088388 0 0 1845311 1914757 0 0 1294162 675046 700589 22606305 23703734 728213 713352 30603549 31780708 19982158 20322540 10621391 11458168 X WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. 0 0 8823059 8672118 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 SUPORTS EMERGENCY RESPONSE TO DISASTERS TO ENSURE FAMILIES HAVE A SAFE LIVING ENVIRONMENT. 8430924 8286691 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. 2352816 2312565 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. 207158 205000 0 VENTURE GRANTS 627916 591867 0 COMBINED FEDERAL CAMPAIGN DESIGNATIONS 23022 22995 0 COMBINED STATE CAMPAIGN DESIGNATIONS 124360 123573 0 ROGERS COUNTY UNITED WAY 128340 124502 0 OTHER DESIGNATIONS 200000 200000 0 CHAPMAN 211 GRANT 546077 546077 0 OTHER FOUNDATION GRANTS 1856873 1814014 21463672 1 1 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 0 0 0 0 0 0 0 0 0 0 1 8 0 1 32 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 BAILEY KELLI 0.50 X 0 0 0 BAKER TOM 0.50 X 0 0 0 BALLARD KEITH 0.50 X 0 0 0 BENDER JAMES 0.50 X 0 0 0 BICKERT SUSAN 0.50 X 0 0 0 BOONE RICHARD 0.50 X 0 0 0 BREWER JULIAN 1.00 X 0 0 0 CABLE NEVYLE 0.50 X 0 0 0 CORNELL PAUL 0.50 X 0 0 0 CRIPPEN JEFF 0.50 X 0 0 0 DALTON MARK 0.50 X 0 0 0 ELLINOR DAN 0.50 X 0 0 0 ERVIN-JOHNSON KATHY 0.50 X 0 0 0 EWING ROBYN 0.50 X 0 0 0 FERGUSON TALLY 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 GRANT BILL 0.50 X 0 0 0 HARRIS RICK 0.50 X 0 0 0 HILDEBRAND STEVE 0.50 X 0 0 0 KAUL MANJU 0.50 X 0 0 0 KEGLOVITS DAVID 0.50 X 0 0 0 KETCHUM CRAIG 0.50 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 LITTLEFIELD DAVID 0.50 X 0 0 0 LONG TOM 0.50 X 0 0 0 LORTON BOBBY 0.50 X 0 0 0 MARSHALL BERT 0.50 X 0 0 0 MATTHEWS JEFF 0.50 X 0 0 0 MCCALEB SR J WADE 0.50 X 0 0 0 MELON MARY 0.50 X 0 0 0 MESSICK MIKE 0.50 X 0 0 0 MITCHELL CHUCK 0.50 X 0 0 0 NEAL MIKE 0.50 X 0 0 0 NORTON JIM 0.50 X 0 0 0 ODEN CHRIS 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 0 0 0 SANDS ROD 0.50 X 0 0 0 SIEGFRIED TRAY 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 WAGNER DAVID 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 0 0 0 GRAHAM MARK R 40.00 X 235780 0 37745 JEWELL KATHLEEN K 40.00 X 106976 0 16712 342756 0 54457 3 0 1 0 0 24300676 24300676 103999 103999 MISC 900099 12411 12411 12411 24417086 0 0 116410 21088388 21088388 342756 22800 205956 114000 1160021 192399 282654 684968 151026 22953 50552 77521 144571 29234 58692 56645 116383 17768 37962 60653 26500 26500 40210 36049 4161 45595 8426 37169 78612 4724 48995 24893 16889 11304 5585 79824 9978 39912 29934 19730 408 8891 10431 22230 1745 10148 10337 232068 23207 116034 92827 109246 12017 32774 64455 12141 1518 6070 4553 OTHER MISC. EXPENSES 17544 484 1030 16030 23703734 21463672 945900 1294162 1601581 1092891 1476753 7395672 14186626 13949532 133623 99793 34043 41368 2786906 2273360 615389 513546 970950 1067033 11584584 7620873 30603549 31780708 166166 114946 19815992 20207594 19982158 20322540 X 7884644 8267122 1736747 2191046 1000000 1000000 10621391 11458168 30603549 31780708 X 713352 123425 X X 0 1 1 X 0 X 22592312 22099676 24148133 23067117 23544598 115451836 22592312 22099676 24148133 23067117 23544598 115451836 115451836 490382 565277 264133 15349 104000 1439141 31627 61864 35001 252052 12411 392955 117283932 0.98440 0.98200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1032925 2960 147270 5592 1172563 845910 0 191779 4764 1032925 1147143 75000 -303355 66975 5903 845910 0.15000 0.85000 0.00000 1 0 146586 146586 2271651 1955818 315833 368669 317542 51127 513546 FDIC INSURED BANK ACCOUNTS & CDS 7620873 F 7620873 24417086 23703734 713352 123425 123425 836777 23674575 123425 123425 23551150 865936 865936 24417086 22837798 0 22837798 865936 865936 23703734 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. 1 A NEW LEAF INC 2306 S 1ST PL BROKEN ARROW OK 74012 731042760 501 (C) 3 156615 SAFETY AND FINANCIAL STABILITY 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 19897 AMERICORPS TEAM TULSA AMERICAN HEART ASSOCIATION INC SOUTH CENTRAL AFFILIATE 109800-B STONELAKE BLVD STE 230 AUSTIN TX 78759 135613797 501 (C) 3 216703 HEALTH AMERICAN RED CROSS TULSA AREA CHAPTER 10151 E 11TH ST TULSA OK 74128 730579223 501 (C) 3 1074906 SAFETY AND FINANCIAL STABILITY AMERICAN RED CROSS SPECIAL GRANT 10151 E 11TH ST TULSA OK 74128 730579223 501 (C) 3 300000 EMERGENCY NEEDS ARMED FORCES VETERANS HOMES FOUNDATION 5211 AUTH RD SUITLAND MD 20746 521993760 501 (C) 3 5482 DESIGNATIONS STATE CHARITABLE CAMPAIGN ARTHRITIS FOUNDATION INC SOUTH CENTRAL REGION 7170 S BRADEN AVE STE 170 TULSA OK 74136 943454386 501 (C) 3 86221 HEALTH BIG BROTHERS BIG SISTERS OF OKLAHOMA 5840 S MEMORIAL STE 111 TULSA OK 74145 731226237 501 (C) 3 372859 EDUCATION BOY SCOUTS OF AMERICA 4295 S GARNETT RD TULSA OK 741464261 730579230 501 (C) 3 573804 EDUCATION BOY SCOUTS OF AMERICA 4295 S GARNETT RD TULSA OK 741464261 730579230 501 (C) 3 50000 CAPITAL CAMPAIGN BRIDGES FOUNDATION THE 1345 N LEWIS AVE TULSA OK 741104702 730740763 501 (C) 3 130000 SAFETY AND FINANCIAL STABILITY BRIDGES FOUNDATION THE VENTURE GRANT 1345 N LEWIS AVE TULSA OK 741104702 730740763 501 (C) 3 25000 SUMMER CAMP BRISTOW SOCIAL SERVICES INC 206 S MAIN ST BRISTOW OK 74010 731345471 501 (C) 3 70667 SAFETY AND FINANCIAL STABILITY BROKEN ARROW NEIGHBORS 322 W BROADWAY BROKEN ARROW OK 74012 731195548 501 (C) 3 95192 SAFETY AND FINANCIAL STABILITY BROKEN ARROW SENIORS INC 1800 S MAIN ST BROKEN ARROW OK 74012 731325797 501 (C) 3 36891 HEALTH CAMP FIRE USA GREEN COUNTRY COUNCIL INC 706 S BOSTON AVE TULSA OK 741191610 730579231 501 (C) 3 355000 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 20748 SAFETY AND FINANCIAL STABILITY CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES THE 815 S UTICA AVE TULSA OK 741043612 736070545 501 (C) 3 297769 HEALTH CHILD ABUSE NETWORK INC 2829 S SHERIDAN DR TULSA OK 74129 731325326 501 (C) 3 204600 HEALTH, SAFETY AND FINANCIAL STABILITY COMMUNITY ACTION PROJECT OF TULSA COUNTY 4606 S GARNETT RD STE 100 TULSA OK 74146 731019247 501 (C) 3 403449 EDUCATION COMMUNITY HEALTH CHARITIES OF OK 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 15420 DESIGNATIONS STATE CHARITABLE CAMPAIGN COMMUNITY SERVICE COUNCIL OF GREATER TULSA 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 784239 EDUCATION COMMUNITY SERVICE COUNCIL OF GREATER TULSA VENTURE GRANT 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 50000 TULSA AREA COMMUNITY SCHOOLS INITIATIVE MIDDLE SCHOOL PILOT COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL 16 E 16TH ST STE 202 TULSA OK 741194406 730580282 501 (C) 3 200000 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 LEADERSHIP CONSUMER CREDIT COUNSELING SERVICES 4646 S HARVARD AVE TULSA OK 74135 237138701 501 (C) 3 170239 SAFETY AND FINANCIAL STABILITY CREEK COUNTY LITERACY PROGRAM 15 N POPLAR SAPULPA OK 74066 731376512 501 (C) 3 29640 EDUCATION CREEK COUNTY LITERACY PROGRAM VENTURE GRANT 15 N POPLAR SAPULPA OK 74066 731376512 501 (C) 3 5000 GUARDING ANGELS PROJECT CROSSROADS INC 1888 E 15TH ST TULSA OK 74114 731447897 501 (C) 3 86021 HEALTH DAILY FAMILY YMCA OF BIXBY 7910 E 134TH ST SOUTH BIXBY OK 74008 731229348 501 (C) 3 44145 HEALTH DOMESTIC VIOLENCE INTERVENTION SERVICES 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501 (C) 3 789662 SAFETY AND FINANCIAL STABILITY DOMESTIC VIOLENCE INTERVENTION SERVICES VENTURE GRANT 4300 S HARVARD STE 100 TULSA OK 741352608 731028332 501 (C) 3 12000 CLAIMTRAK COLLABORATION EASTERN OKLAHOMA DONATED DENTAL SERVICES 3741 S PEORIA AVE TULSA OK 74105 412103655 501 (C) 3 78151 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 650 S PEORIA AVE TULSA OK 74120 730580270 501 (C) 3 50000 CAPITAL CAMPAIGN GIRL SCOUTS OF EASTERN OKLAHOMA 2432 E 51ST ST TULSA OK 741056002 730579240 501 (C) 3 323104 EDUCATION GOODWILL INDUSTRIES OF TULSA 2800 SOUTHWEST BLVD TULSA OK 74107 730614297 501 (C) 3 447618 SAFETY AND FINANCIAL STABILITY GREATER CORNERSTONE COMMUNITY DEVELOPMENT PROJECT INC 5610 S 41ST WEST AVE TULSA OK 74107 201737542 501 (C) 3 60000 WESTSIDE COMMUNITY CENTER HEALTH OUTREACH PREVENTION EDUCATION INC 3540 E 31ST ST STE 3 TULSA OK 74135 731537952 501 (C) 3 20633 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 83452 HEALTH 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 261352 SAFETY AND FINANCIAL STABILITY LIFE SENIOR SERVICES INC 5950 E 31ST ST TULSA OK 741355114 731043783 501 (C) 3 704640 HEALTH MARGARET HUDSON PROGRAM INC 2010 E 48TH ST N TULSA OK 74130 730793181 501 (C) 3 548018 EDUCATION MENTAL HEALTH ASSOCIATION IN TULSA 1870 S BOULDER TULSA OK 741195234 730657931 501 (C) 3 461040 HEALTH METROPOLITAN TULSA URBAN LEAGUE 240 E APACHE TULSA OK 741063799 730610288 501 (C) 3 87978 SAFETY AND FINANCIAL STABILITY MISC OTHER ALLOCATIONS 000000000 31404 GENERAL NTECH COLLABORATIVE 1430 S BOULDER AVE TULSA OK 74119 730580283 501 (C) 3 124950 NON PROFIT TECHNICAL ASSISTANCE OKMULGEE COUNTY FAMILY RESOURCE PO BOX 73 OKMULGEE OK 74447 731332643 501 (C) 3 104634 EDUCATION OKMULGEE COUNTY HOMELESS SHELTER PO BOX 1635 OKMULGEE OK 74447 731485176 501 (C) 3 76295 SAFETY AND FINANCIAL STABILITY OKMULGEE OKFUSKEE COUNTY YOUTH 1950 N OKMULGEE OKMULGEE OK 74447 731486908 501 (C) 3 81868 EDUCATION OPERATION AWARE OF OKLAHOMA INC 7226 E 41ST ST TULSA OK 74145 731112912 501 (C) 3 142778 EDUCATION OTHER AGENCIES OTHER UNITED WAYS AND COMBINED STATE CAMPAIGN 000000000 60119 GENERALGENERALGENERAL OTHER COMMUNITY GRANTS 000000000 60000 GENERAL OWASSO COMMUNITY RESOURCES 109 N BIRCH STE 109 OWASSO OK 74055 731445318 501 (C) 3 69213 SAFETY AND FINANCIAL STABILITY PALMER CONTINUUM OF CARE INC 2442 MOHAWK BLVD TULSA OK 74110 562302027 501 (C) 3 186281 HEALTH PARENT CHILD CENTER OF TULSA THE 1421 S BOSTON AVE TULSA OK 741194032 731113167 501 (C) 3 545419 EDUCATION PARENT CHILD CENTER OF TULSA THE VENTURE GRANT 1421 S BOSTON AVE TULSA OK 741194032 731113167 501 (C) 3 8000 CLAIMTRAK COLLABORATION RARC INC PO BOX 834 JENKS OK 740370834 730929174 501 (C) 3 50116 HEALTH RETIRED SENIOR VOLUNTEER PROGRAM 5756 E 31ST ST TULSA OK 741355103 731009086 501 (C) 3 75697 HEALTH RETIRED SENIOR VOLUNTEER PROGRAM CAPACITY BUILDING 5756 E 31ST ST TULSA OK 741355103 731009086 501 (C) 3 11250 CAPACITY BUILDING ROGERS COUNTY UNITED WAY PO BOX 1165 CLAREMORE OK 74018 731249045 501 (C) 3 123573 FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS SHOW INC 425 W WELLS SAPULPA OK 74066 731028650 501 (C) 3 102000 SAFETY AND FINANCIAL STABILITY SALVATION ARMY THE 1616 S MAIN TULSA OK 74119 730579266 501 (C) 3 1457112 EDUCATION, SAFETY AND FINANCIAL STABILITY SAND SPRINGS COMMUNITY SERVICES 15 E 2ND ST SAND SPRINGS OK 74063 730582550 501 (C) 3 69615 SAFETY AND FINANCIAL STABILITY 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 196681 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 HIV RESOURCE CONSORTIUM INC 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 373385 HEALTH HIV RESOURCE CONSORTIUM INC TCAP 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 19400 HIV PREVENTION FOR INCARCERATED MEN HIV RESOURCE CONSORTIUM INC TCAP 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 5000 TRANSPORTATION HIV RESOURCE CONSORTIUM INC TCAP 3507 E ADMIRAL PL TULSA OK 741158211 731388569 501 (C) 3 52500 PRESCRIPTION DRUGS TULSA CASA INC 700 S BOSTON STE 230 TULSA OK 74119 731312870 501 (C) 3 106609 EDUCATION TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER TULSA OK 74103 731557819 501 (C) 3 156026 SAFETY AND FINANCIAL STABILITY TULSA DAY CENTER FOR THE HOMELESS VENTURE GRANT 415 W ARCHER TULSA OK 74103 731557819 501 (C) 3 45000 HUDSON VILLAS TULSA DAY CENTER FOR THE HOMELESS SPECIAL GRANT 415 W ARCHER TULSA OK 74103 731557819 501 (C) 3 400000 HUDSON VILLAS CAPITAL CAMPAIGN 12 AND 12 INC 6333 E SKELLY DR TULSA OK 74135 731242962 501 (C) 3 236518 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 74000 SAFETY AND FINANCIAL STABILITY YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA 420 S MAIN STE 200 TULSA OK 74103 730579269 501 (C) 3 581200 HEALTH YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA VENTURE GRANT 420 S MAIN STE 200 TULSA OK 74103 730579269 501 (C) 3 20000 YMCA OSU PEDIATRIC OBESITY PROGRAM YOUNG WOMENS CHRISTIAN ASSOCIATION 1910 S LEWIS AVE STE 200 TULSA OK 741045708 730579296 501 (C) 3 962303 HEALTH YOUTH AT HEART 6026 S SHERIDAN RD TULSA OK 74145 731043630 501 (C) 3 353011 EDUCATION YOUTH SERVICES OF TULSA 311 S MADISON TULSA OK 74120 730785251 501 (C) 3 487685 SAFETY AND FINANCIAL STABILITY YOUTH SERVICES OF CREEK COUNTY PO BOX 2346 SAPULPA OK 740672346 731301335 501 (C) 3 110732 SAFETY AND FINANCIAL STABILITY AMERICAN RED CROSS 2025 E ST NW WASHINGTON DC 20006 530196605 501 (C) 3 7705 DESIGNATIONS COMBINED FEDERAL CAMPAIGN AMERICAS CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 20151 541517707 501 (C) 3 11613 DESIGNATIONS COMBINED FEDERAL CAMPAIGN ANIMAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943193389 501 (C) 3 29179 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 13281 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDREN FIRST AMERICAS CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 20151 300186795 501 (C) 3 12978 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDRENS CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943148588 501 (C) 3 9264 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHILDRENS MEDICAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 270093393 501 (C) 3 12846 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHRISTIAN CHARITIES USA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943255961 501 (C) 3 14318 DESIGNATIONS COMBINED FEDERAL CAMPAIGN CHRISTIAN SERVICE CHARITIES 7620 LITTLE RIVER TPKE STE 600 ANNANDALE VA 22003 943193374 501 (C) 3 31024 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMBINED FEDERAL CAMPAIGN 000000000 112973 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY FOOD BANK OF EASTERN OKLAHOMA 1304 N KENOSHA TULSA OK 74106 731184980 501 (C) 3 10350 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY HEALTH CHARITIES 200 N GLEBE RD STE 801 ARLINGTON VA 222033728 136167225 501 (C) 3 41368 DESIGNATIONS COMBINED FEDERAL CAMPAIGN COMMUNITY HEALTH CHARITIES OF OKLAHOMA 7600 NEWCASTLE RD OKLAHOMA CITY OK 731693000 731337456 501 (C) 3 42203 DESIGNATIONS COMBINED FEDERAL CAMPAIGN EARTH SHARE 7735 OLD GEORGETOWN RD STE 900 BETHESDA MD 20814 521601960 501 (C) 3 5267 DESIGNATIONS COMBINED FEDERAL CAMPAIGN GLOBAL IMPACT 66 CANAL CENTER PLAZA STE 310 ALEXANDRIA VA 22314 521273585 501 (C) 3 11168 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HAVEN HOUSE INC 2508 PIN OAK RD MUSKOGEE OK 74401 731288502 501 (C) 3 17571 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HEALTH AND MEDICAL RESEARCH CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943217739 501 (C) 3 18105 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HEALTH FIRST - AMERICA'S CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 20151 300186796 501 (C) 3 6586 DESIGNATIONS COMBINED FEDERAL CAMPAIGN HUMAN CARE CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943067804 501 (C) 3 8731 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LAKE AREA UNITED WAY INC PO BOX 1612 MUSKOGEE OK 744021612 730581441 501 (C) 3 48458 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LITTLE LIGHT HOUSE INC THE 5120 E 36TH ST TULSA OK 74135 730939422 501 (C) 3 17621 DESIGNATIONS COMBINED FEDERAL CAMPAIGN LOCAL INDEPENDENT CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943042430 501 (C) 3 36160 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MAKE A WISH FOUNDATION OF OKLAHOMA 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731176743 501 (C) 3 16622 DESIGNATIONS COMBINED FEDERAL CAMPAIGN MEDICAL RESEARCH CHARITIES 7620 LITTLE RIVER TPKE STE 600 ANNADALE VA 22003 943148591 501 (C) 3 5787 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 25599 DESIGNATIONS COMBINED FEDERAL CAMPAIGN THERAPETICS INC 9433 E 51ST ST STE J TULSA OK 74145 731397572 501 (C) 3 7519 DESIGNATIONS COMBINED FEDERAL CAMPAIGN UNITED WAY OF CENTRAL OKLAHOMA PO BOX 837 OKLAHOMA CITY OK 731010837 730589829 501 (C) 3 11931 DESIGNATIONS COMBINED FEDERAL CAMPAIGN WOMEN CHILDREN AND FAMILY SERVICE CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIR STE 340 LARKSPUR CA 94939 943193386 501 (C) 3 5640 DESIGNATIONS COMBINED FEDERAL CAMPAIGN 111 4 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. X X X X 0 0 0 0 0 0 0 0 0 GRAHAM MARK R 192500 0 35500 0 7780 0 0 0 37745 0 273525 0 271268 0 STUART SOLOMON PRESIDENT AND CEO BOARD DIRECTOR 30000 OFFICER - ELECTRIC UTILITY PROVIDER 0 DAN ELINOR SR EXECUTIVE VICE PRES BOARD DIRECTOR 8200000 OFFICER - DEPOSITORY BANK. 0 BERT MARSHALL PRESIDENT BLUE CROS BOARD DIRECTOR 144600 OFFICER - HEALTH INSURANCE PROVIDER 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 GAINS ON INVESTMENTS: 123,425. FORM 900 PART XII LINE 2C THERE WERE NO CHANGES IN THE PROCESS FROM THE PREVIOUS YEAR.