2023-11-14T20:19:12-06:00 2022-12-31 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-01-01 730589829 United Way of Central Oklahoma Inc % CHRISTOPHER BELL UNIT 4055233518 1444 NW 28th Street Oklahoma City OK 73106 CHRISTOPHER BELL CFO 9727028262 2023-11-15 true Christopher Bell 999009999 Jeanette Verrelli P00742631 9727028262 3 2022 2023-04-26 12:10:37Z DEBBY HAMPTON 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 20963279 false X WWW.UNITEDWAYOKC.ORG X 1952 OK CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE WELL BEING OF THOSE IN OUR COMMUNITY. 84 84 51 4793 0 0 17026848 20631474 225962 235883 277790 89672 -7877 -5409 17522723 20951620 12659943 16407145 0 0 2369505 2571532 0 0 1261311 1698507 1879092 16727955 20857769 794768 93851 31276397 32415650 5846683 7188674 25429714 25226976 X UNITED WAY OF CENTRAL OKLAHOMA IS COMMITTED TO CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE WELL BEING OF THOSE IN OUR COMMUNITY. false false 18384008 16407145 235883 THE UNITED WAY OF CENTRAL OKLAHOMA IS A CHARITABLE ORGANIZATION WITH A VISION TO BUILD A STRONGER, HEALTHIER, AND MORE COMPASSIONATE COMMUNITY. WE ACCOMPLISH THIS BY VETTING CONVENING AND FUNDING QUALIFIED HEALTH, YOUTH, AND HUMAN SERVICE CHARITIES WHO SERVE THE LOCAL NEEDS OF COMMUNITIES WITHIN SEVEN CENTRAL OKLAHOMA COUNTIES. SINCE 1923, UNITED WAY OF CENTRAL OKLAHOMA HAS PARTNERED WITH NONPROFIT AGENCIES TO PROVIDE EXPERTISE, SUPPORT, AND SOLUTIONS TO MEET THE NEEDS OF LOCAL CITIZENS. WE FUND PROGRAMS OF PARTNER AGENCIES WITH DONATIONS COLLECTED FROM THE PUBLIC IN AN ANNUAL CAMPAIGN HELD IN THE FALL. THE DONATED FUNDS ARE DISTRIBUTED THE FOLLOWING YEAR TO PARTNER AGENCIES THROUGH AN ALLOCATION PROCESS CALLED COMMUNITY INVESTMENT. TO SUPPORT OUR COMMITMENT TO ACCOUNTABILITY AND TRANSPARENCY, ALLOCATION DECISIONS ARE MADE BY MORE THAN 200 COMMUNITY VOLUNTEERS FROM OUR DONOR BASE WHO INVEST OVER 4,000 HOURS EACH YEAR IN THIS PROCESS, AS WELL AS DONOR DETERMINED DESIGNATIONS, WHICH ARE APPROVED BY UNITED WAY'S BOARD OF DIRECTORS. UNITED WAY OF CENTRAL OKLAHOMA PLAYS AN INTEGRAL ROLE IN MANY COMMUNITY INITIATIVES AND PROGRAMS SUCH AS RECRUITING, TRAINING, AND MATCHING BOARD MEMBERS WITH NONPROFIT AGENCIES; OFFERING VOLUNTEER OPPORTUNITIES FOR CORPORATIONS TO SUPPORT SERVICE AGENCIES; AND PUBLISHING RESEARCH TO PROVIDE CIVIC LEADERS AND CITIZENS INFORMATION TO RAISE AWARENESS OF CURRENT COMMUNITY NEEDS AS A PART OF THE ANNUAL CAMPAIGN INITIATIVE. UNITED WAY OF CENTRAL OKLAHOMA ALSO MANAGES STATE AND MUNICIPAL EMPLOYEE CAMPAIGNS. AS SINGLE MEMBER LLCS, UNITED WAY OF LOGAN COUNTY, LLC AND UNITED WAY OF CANADIAN COUNTY, LLC, COLLECT CONTRIBUTIONS FROM THE PUBLIC THROUGH AN ANNUAL CAMPAIGN HELD IN THE FALL AND THEN DISTRIBUTE THE MONEY THE FOLLOWING YEAR TO PARTNER AGENCIES THAT SERVE THE PUBLIC INTEREST IN LOGAN AND CANADIAN COUNTY, RESPECTIVELY. THE GRANT ALLOCATIONS ARE APPROVED BY THE UNITED WAY OF LOGAN COUNTY, LLC'S AND UNITED WAY OF CANADIAN COUNTY, LLC'S ADVISORY BOARDS AND THEN BY THE BOARD OF DIRECTORS OF UNITED WAY OF CENTRAL OKLAHOMA. WAYFINDER INNOVATION GRANTS THE WAYFINDER INNOVATION GRANT PROGRAM IS A NEW APPROACH TO SOLVING OUR COMMUNITY'S TOUGHEST CHALLENGES. LOCAL NONPROFITS ARE INVITED TO SUBMIT INNOVATIVE AND NEW CREATIVE IDEAS THAT ADDRESS PROBLEMS WITHIN UNITED WAY OF CENTRAL OKLAHOMA'S FIVE FOCUS AREAS: STRONG FAMILIES, SUCCESSFUL KIDS, HEALTHY CITIZENS, INDEPENDENT LIVING AND COMMUNITY PREPAREDNESS; that are not currently available in the community. FINALISTS ARE INVITED TO PITCH THE IDEA IN A SHARK TANK APPROACH TO A PANEL OF COMMUNITY LEADERS, WHO SELECT THE MOST PROMISING AND VIABLE IDEAS TO RECEIVE ONE-TIME FUNDING. EMBRACEOKC UNITED WAY OF CENTRAL OKLAHOMA WORKS TO ADDRESS VARIOUS SOCIAL ISSUES IDENTIFIED THROUGH OUR RESEARCH BY CONVENING STAKEHOLDERS AND COLLABORATING ON SOLUTIONS. AS TRENDS EMERGE, NEW COMMUNITY INITIATIVES ARE CREATED TO RESPOND TO COMMUNITY NEEDS. CURRENTLY, THE UNITED WAY IS ACTIVE IN NEARLY 30 COMMUNITY INITIATIVES, AND IN 2022, WE PARTNERED WITH THE OKC PUBLIC SCHOOLS COMPACT ON ITS COLLABORATIVE INITIATIVE TO SUPPORT BEHAVIORAL HEALTH IMPROVEMENTS THROUGHOUT THE OKLAHOMA CITY PUBLIC SCHOOL SYSTEM, EMBRACEOKC. EMBRACEOKC IS A DISTRICT-WIDE INITIATIVE TO EMBRACE MENTAL HEALTH AS PREVENTABLE AND TREATABLE, TO PROTECT CHILDREN'S MENTAL HEALTH FOR LIFE, TO ACHIEVE MAXIMUM SOCIAL AND EMOTIONAL WELLBEING FOR CHILDREN AND THEIR FAMILIES AND TO HOLD THE SCHOOL AND COMMUNITY AS A PLACE OF SAFETY AND SUPPORT. THE INITIATIVE IS A COMPREHENSIVE APPROACH TO ACHIEVE MAXIMUM SOCIAL AND EMOTIONAL WELL-BEING FOR STUDENTS AND THEIR FAMILIES THROUGH SCHOOL-BASED MENTAL HEALTH SERVICES INCLUDING AWARENESS, PREVENTION, EARLY INTERVENTION AND TREATMENT. UNITED WAY OF CENTRAL OKLAHOMA'S ROLE IS TO ASSIST IN RAISING FUNDS, OVERSEE THE ALLOCATION OF FUNDS AND REPORT BACK TO STAKEHOLDERS ON THE IMPACT OF THE PROGRAM. BOARD SERVE CENTRAL OKLAHOMA UNITED WAY OF CENTRAL OKLAHOMA IMPROVES NONPROFIT BOARDS BY RECRUITING, TRAINING, AND MATCHING BOARD MEMBERS WITH NONPROFIT AGENCIES IN THE CENTRAL OKLAHOMA AREA. THE BOARD SERVE PROGRAM BEGAN IN 2013 FOR BOARD MEMBER CANDIDATES TO ATTEND SEVEN MONTHLY EXPERT-LED SESSIONS COVERING NONPROFIT BOARD GOVERANCE, LEADERSHIP SKILLS, NONPROFIT LAW, FUNDRAISING AND OTHER SKILLS REQUIRED TO SERVE ON A NONPROFIT BOARD. CANDIDATES MAKE APPLICATION TO THE PROGRAM AND UPON ACCEPTANCE, EACH CANDIDATE PAYS A FEE TO ATTEND THE BOARD SERVE PROGRAM SESSIONS. A FORMAL GRADUATION AND AGENCY BOARD PLACEMENT CEREMONY IS CONDUCTED IN SEPTEMBER. IN 2017, IT WAS DETERMINED TO CONDUCT THE BOARD SERVE PROGRAM SESSIONS EVERY OTHER YEAR. TO DATE, THE BOARD SERVE CENTRAL OKLAHOMA PROGRAM HAS GRADUATED 183 CANDIDATES AND FACILITATED OVER 200 PLACEMENTS TO AREA NONPROFIT BOARDS. 18384008 true true false false false false false false false true true false false true false true false true false false false false false false true false false true false true false false false false false false false false true false false false true false false false false true 18 0 true 51 true false false false false false true true false false false true false false false X 84 84 true false false false false false false true true false false true true true true true true true true false OK X CHRISTOPHER BELL 4055233518 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 DEBBY HAMPTON CEO 60.0 0.0 X 233000 0 19800 NINA DAYLOR EXECUTIVE VP 45.0 0.0 X 132218 0 23928 PAMELA COX CFO 45.0 0.0 X 124262 0 16451 SHERRI LANCE CHAIRMAN 2.0 0.0 X X 0 0 0 JUDY LOVE Secretary 1.0 0.0 X X 0 0 0 LANE R NEAL Asst SECRETARY 1.0 0.0 X X 0 0 0 MATT MCGUIRE TREASURER 2.0 0.0 X X 0 0 0 RICK MCCUNE ASST TREASURER 1.0 0.0 X X 0 0 0 NATALIE SHIRLEY DIRECTOR 1.0 0.0 X 0 0 0 JENNIFER GRIGSBY DIRECTOR 1.0 0.0 X 0 0 0 DAVID HARLOW DIRECTOR 1.0 0.0 X 0 0 0 HILLARY FARRELL DIRECTOR 1.0 0.0 X 0 0 0 JEAN C LEGER DIRECTOR 1.0 0.0 X 0 0 0 JEROME A HOLMES DIRECTOR 1.0 0.0 X 0 0 0 ROBERTA B FIELDS DIRECTOR 1.0 0.0 X 0 0 0 MARK WOOD DIRECTOR 1.0 0.0 X 0 0 0 JIM CURRY DIRECTOR 1.0 0.0 X 0 0 0 ED MARTIN DIRECTOR 1.0 0.0 X 0 0 0 DAVID CARPENTER DIRECTOR 1.0 0.0 X 0 0 0 SHANE WHARTON Chair-Elect 1.0 0.0 X X 0 0 0 DANNY BARTH DIRECTOR 1.0 0.0 X 0 0 0 MT BERRY DIRECTOR 1.0 0.0 X 0 0 0 GARY D BROOKS DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL C CAROLINA DIRECTOR 1.0 0.0 X 0 0 0 MICHELLE CHAPPLE DIRECTOR 1.0 0.0 X 0 0 0 JASON CLARK DIRECTOR 1.0 0.0 X 0 0 0 ROBERT CLEMENTS DIRECTOR 1.0 0.0 X 0 0 0 JIM COUCH DIRECTOR 1.0 0.0 X 0 0 0 SEAN CUMMINGS DIRECTOR 1.0 0.0 X 0 0 0 JIM ENGLISH DIRECTOR 1.0 0.0 X 0 0 0 TRICIA EVEREST DIRECTOR 1.0 0.0 X 0 0 0 MOHAMMAD FARZANEH DIRECTOR 1.0 0.0 X 0 0 0 JAN FOREMAN DIRECTOR END: 02/2022 1.0 0.0 X 0 0 0 MARK FUNKE DIRECTOR 1.0 0.0 X 0 0 0 DAVE HAGER DIRECTOR 1.0 0.0 X 0 0 0 JUDY J HATFIELD DIRECTOR END: 02/2022 1.0 0.0 X 0 0 0 MARK A HELM DIRECTOR 1.0 0.0 X 0 0 0 JOHN D HIGGINBOTHAM DIRECTOR end: 02/2022 1.0 0.0 X 0 0 0 MICHAEL LAIRD DIRECTOR 1.0 0.0 X 0 0 0 DAVE LOPEZ DIRECTOR 1.0 0.0 X 0 0 0 Tim Pehrson Director 1.0 0.0 X 0 0 0 SEAN MCDANIEL DIRECTOR 1.0 0.0 X 0 0 0 WES MILBOURN DIRECTOR 1.0 0.0 X 0 0 0 RICK NAGEL DIRECTOR 1.0 0.0 X 0 0 0 CATHERINE O'CONNOR DIRECTOR END: 02/2022 1.0 0.0 X 0 0 0 TIM O'CONNOR DIRECTOR 1.0 0.0 X 0 0 0 CYNDA C OTTAWAY DIRECTOR 1.0 0.0 X 0 0 0 FRANK PATTERSON DIRECTOR 1.0 0.0 X 0 0 0 DAVID RAINBOLT DIRECTOR 1.0 0.0 X 0 0 0 SARAH ROBERTS DIRECTOR 1.0 0.0 X 0 0 0 KRIS ROGERS DIRECTOR end: 02/2022 1.0 0.0 X 0 0 0 RANDY ROPER DIRECTOR END: 02/2022 1.0 0.0 X 0 0 0 KELLY SACHS DIRECTOR end: 02/2022 1.0 0.0 X 0 0 0 NICK SAMARRIPAS DIRECTOR 1.0 0.0 X 0 0 0 JASON R SANDERS DIRECTOR end: 02/2022 1.0 0.0 X 0 0 0 WILLIAM SCHONACHER DIRECTOR 1.0 0.0 X 0 0 0 HEATHER SCOTT DIRECTOR 1.0 0.0 X 0 0 0 TAYLOR SHINN DIRECTOR END: 02/2022 1.0 0.0 X 0 0 0 GREGORY SMITH DIRECTOR 1.0 0.0 X 0 0 0 PERRY SNEED DIRECTOR 1.0 0.0 X 0 0 0 CHUCK SPICER DIRECTOR 1.0 0.0 X 0 0 0 LEE SYMCOX DIRECTOR 1.0 0.0 X 0 0 0 DAVID THOMPSON DIRECTOR 1.0 0.0 X 0 0 0 SEAN TRAUSCHKE DIRECTOR 1.0 0.0 X 0 0 0 CINDY TRUONG DIRECTOR end: 02/2022 1.0 0.0 X 0 0 0 CHRISTOPHER TURNER DIRECTOR END: 02/2022 1.0 0.0 X 0 0 0 MICHAEL TURPEN DIRECTOR 1.0 0.0 X 0 0 0 KATHY WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 ROY H WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 RON WITHERSPOON DIRECTOR 1.0 0.0 X 0 0 0 George E Young Sr DIRECTOR 1.0 0.0 X 0 0 0 Craig Abbott DIRECTOR BEG: 02/2022 1.0 0.0 X 0 0 0 Justin Brady Director BEG: 02/2022 1.0 0.0 X 0 0 0 Doug Coughlan Director Beg: 02/2022 1.0 0.0 X 0 0 0 Nick Dell'osso Director Beg: 02/2022 1.0 0.0 X 0 0 0 Todd Dobson Director Beg: 02/2022 1.0 0.0 X 0 0 0 Brent Hensley Director Beg: 02/2022 1.0 0.0 X 0 0 0 Caroline Ikard Director Beg: 02/2022 1.0 0.0 X 0 0 0 Aaron J Jack Director Beg: 02/2022 1.0 0.0 X 0 0 0 Mark Lisle Director Beg: 02/2022 1.0 0.0 X 0 0 0 John Mcnamara Director Beg: 02/2022 1.0 0.0 X 0 0 0 Craig McVay Director Beg: 02/2022 1.0 0.0 X 0 0 0 Kristin Peck Director Beg: 02/2022 1.0 0.0 X 0 0 0 Robin Roberson Director Beg: 02/2022 1.0 0.0 X 0 0 0 Marcus Tilley Director Beg: 02/2022 1.0 0.0 X 0 0 0 Greg Wheeler Director Beg: 02/2022 1.0 0.0 X 0 0 0 Dan Boren Director 1.0 0.0 X 0 0 0 Clay Farha Director 1.0 0.0 X 0 0 0 Craig Freeman Director 1.0 0.0 X 0 0 0 Kirk Hall Director 1.0 0.0 X 0 0 0 Reggie Johnson Director 1.0 0.0 X 0 0 0 Bradley Krieger Director 1.0 0.0 X 0 0 0 Jenee Naifeh Lister Director 1.0 0.0 X 0 0 0 Rick Muncrief Director 1.0 0.0 X 0 0 0 Larry Nichols Director 1.0 0.0 X 0 0 0 Lindy Ritz Director 1.0 0.0 X 0 0 0 Meg Salyer Director 1.0 0.0 X 0 0 0 Mark Whitman Director 1.0 0.0 X 0 0 0 489480 0 60179 3 false true false 0 65438 33865 20532171 413279 20631474 Federated Campaign Admin Fee 900099 235883 235883 235883 84997 84997 0 0 0 0 0 4675 4675 4675 4675 6250 33865 11659 -5409 -5409 0 0 0 0 0 0 0 20951620 235883 84263 16407145 16407145 0 0 0 549659 211135 159892 178632 0 1573993 604600 457867 511526 41350 15883 12029 13438 260570 100089 75799 84682 145960 56066 42459 47435 0 0 47134 47134 0 0 11239 11239 49928 17114 16063 16751 94243 32739 2017 59487 85098 31938 22835 30325 89188 30361 33140 25687 0 132847 32452 76655 23740 16473 5101 3942 7430 0 15255 6227 4948 4080 0 165461 81595 39612 44254 275677 105893 80193 89591 52782 20275 15354 17153 TELEPHONIC INTERPRETATION 247902 247902 CITY & STATE CAMPAIGN EXP 89180 42122 47058 DUES & SUBSCRIPTIONS 53897 8222 34925 10750 AGENCY SUPPORT 34057 34057 418731 335214 34225 49292 20857769 18384008 1212450 1261311 15412001 17056434 1044934 939847 9305555 8363042 0 0 0 0 0 0 0 0 0 0 364750 976831 6084800 3245516 3052231 2839284 0 0 0 0 0 0 0 0 2096926 2240212 31276397 32415650 5846683 1932104 0 5256570 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5846683 7188674 X 23175006 23267104 2254708 1959872 25429714 25226976 31276397 32415650 93851 -296589 X false true X true false X 16771770 17448497 22280702 17026848 20631474 94159291 0 0 16771770 17448497 22280702 17026848 20631474 94159291 5744480 88414811 67477 286921 198701 277790 84997 915886 0 0 0 95075177 1335262 0.92995 0.94982 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2342061 818340 -290548 2869853 1706139 406554 229368 2342061 1480231 1105 237833 4700 8330 1706139 1464957 20913 4632 1007 1480231 0.60000 0.40000 true false 85000 85000 4469438 2007251 2462187 976508 744998 231510 553854 493267 60587 2839284 Beneficial Interest in Assets 2240212 2240212 0 0 X 15403107 -296589 263791 -32798 15435905 11239 5504476 5515715 20951620 15605845 263791 11659 275450 15330395 11239 5516135 5527374 20857769 SCHEDULE D, PART X, LINE 2 LIABILITY FOR UNCERTAIN TAX POSITIONS: THE INTERNAL REVENUE SERVICE HAS DETERMINED UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3). TAXES MAY BE ASSESSED AT THE NORMAL CORPORATE RATES ON INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES NOT SUBSTANTIALLY RELATED TO UNITED WAY'S EXEMPT FUNCTION. THERE WAS NO UNRELATED BUSINESS TAXABLE INCOME IN 2022. MANAGEMENT HAS REVIEWED UNITED WAY'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS IN ORDER FOR THE COMBINED FINANCIAL STATEMENTS TO BE IN COMPLIANCE WITH AUTHORITATIVE GUIDANCE. ANY PENALTIES OR INTEREST EXPENSE, IF INCURRED, WOULD BE CHARGED TO MISCELLANEOUS EXPENSE IN THE ACCOMPANYING COMBINED STATEMENT OF FUNCTIONAL EXPENSES. SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS: THE LONG TERM GOAL FOR OUR ENDOWMENT FUNDS IS TO GENERATE INCOME TO FUND OUR OPERATING COSTS, THUS ALLOWING ALL DONATIONS TO FUND OUR PROGRAMS. SCHEDULE D, PART XI, LINE 4B Reconciliation of REVENUE per Audited Financials with Return: OTHER AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1 INCLUDE $5,516,135, WHICH REPRESENTS AMOUNTS DESIGNATED BY DONORS FOR SPECIFIC ORGANIZATIONS AND $(11,659), WHICH REPRESENTS THE DIRECT FUNDRAISING EVENT EXPENSES. SCHEDULE D, PART XII, LINE 4B Reconciliation of Expenses per Audited Financials with Return: OTHER AMOUNTS INCLUDED ON FORM 990, PART IX, LINE 25 BUT NOT ON LINE 1 INCLUDE $5,516,135, WHICH REPRESENTS GRANTS PAID FROM DONORS WHO RETAINED THE ABILITY TO DESIGNATE SPECIFIC ORGANIZATIONS AS RECIPIENTS. Schedule D, Part XII, Line 2d Reconciliation of Expenses per Audited Financials with Return: OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 INCLUDE $11,659, WHICH REPRESENTS DIRECT FUNDRAISING EVENT EXPENSES. THE HOLE SHEBAN 40115 33865 6250 141 6180 168 800 4370 0 40115 33865 6250 141 6180 168 800 4370 11659 -5409 true Annual Campaign See Attachment OK 00000 000000000 501(c)(3) 11827773 PARTNER AGENCY ALLOCATION City Campaign See Attachment OK 00000 000000000 501(c)(3) 451251 Federated Campaign DESIGNATION State Campaign See Attachment OK 00000 000000000 501(c)(3) 265318 Federated Campaign DESIGNATION Combined Federal Campaign See Attachment OK 00000 000000000 501(c)(3) 35968 Federated Campaign DESIGNATION DISASTER RELIEF SEE ATTACHMENT OK 00000 000000000 501(C)(3) 207726 DISASTER ASSISTANCE Donor Directed DESIGNATIONS SEE ATTACHMENT OK 00000 000000000 501(C)(3) 2666578 Donor Directed DESIGNATION 85 SCHEDULE I, PART I, LINE 2 PROCEDURES USED FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: UNITED WAY OF CENTRAL OKLAHOMA INCORPORATED IS A CHARITABLE ORGANIZATION THAT RAISES DONATIONS AND CONTRIBUTIONS, INCLUDING DONOR-DESIGNATED PLEDGES FROM INDIVIDUALS, BUSINESSES, AND OTHERS IN THE COMMUNITY THROUGH AN ANNUAL FUNDRAISING CAMPAIGN (ANNUAL CAMPAIGN). THESE FUNDS ARE ALLOCATED AMONG, AND TIMELY PAID TO OTHER CHARITABLE ORGANIZATIONS THAT DIRECTLY PROVIDE BENEFITS AND SERVICES TO INDIVIDUALS IN SEVEN CENTRAL OKLAHOMA COUNTIES. THIS IS ACCOMPLISHED THROUGH AN ALLOCATIONS PROCESS CONDUCTED BY COMMUNITY VOLUNTEERS, DONOR-DETERMINED DESIGNATIONS, AND APPROVED BY UNITED WAY'S GOVERNING BOARD OF VOLUNTEER COMMUNITY LEADERS. ORGANIZATIONS MUST MEET MEMBERSHIP REQUIREMENTS WHICH INCLUDE, AMONG OTHER REQUIREMENTS, THE FOLLOWING: 1. ORGANIZATIONS MUST CONDUCT A RECOGNIZED PROGRAM OF SOCIAL OR HUMAN SERVICES WITHIN CENTRAL OKLAHOMA. 2. ORGANIZATIONS MUST SHOW EVIDENCE THAT THEY ARE EFFECTIVELY MEETING A MAJOR NEED. 3. IF LOCAL, ORGANIZATIONS MUST BE INCORPORATED UNDER THE STATE LAWS OF OKLAHOMA AS A NONPROFIT CHARITABLE ORGANIZATION. 4. ORGANIZATIONS MUST BE DETERMINED BY THE IRS TO BE CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES. 5. ORGANIZATIONS MUST DEMONSTRATE A BUDGETARY NEED FOR THE ALLOCATION. 6. ORGANIZATIONS MUST DEMONSTRATE FINANCIAL ACCOUNTABILITY. IN ADDITION TO CONDUCTING THE ANNUAL UNITED WAY CAMPAIGN, UNITED WAY SERVES, UNDER CONTRACTUAL ARRANGEMENT, AS THE PRINCIPAL COMBINED FUNDRAISING ORGANIZATION (PCFO) FOR THE STATE AND CITY EMPLOYEE CAMPAIGNS. THESE CAMPAIGN DONORS ARE REQUIRED TO DESIGNATE THEIR GIFTS TO ELIGIBLE CHARITABLE ORGANIZATIONS (INCLUDING UNITED WAY OF CENTRAL OKLAHOMA) THROUGHOUT THE COUNTRY. A LIST OF THE ELIGIBLE CHARITABLE ORGANIZATIONS IS PROVIDED TO THE DONORS BY THEIR EMPLOYER. MANY OF THESE ORGANIZATIONS ARE NOT PARTNER AGENCIES DIRECTLY SUPPORTED BY THE UNITED WAY OF CENTRAL OKLAHOMA. IN ACCORDANCE WITH ITS CONTRACTUAL OBLIGATION, UNITED WAY OF CENTRAL OKLAHOMA DISTRIBUTES THESE DONATIONS IN ACCORDANCE WITH THE DONOR'S DESIGNATION. SCHEDULE I, PART II, LINE 1 GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND GOVERNMENTS: THE ORGANIZATION REPORTS THE ACTUAL DISBURSEMENTS PAID DURING THE YEAR ON SCHEDULE I. FORM 990, PAGE 10, REFLECTS GRANTS ON THE ACCRUAL BASIS, AS SET FORTH IN THE AUDITED FINANCIAL STATEMENTS. THIS CAUSES A DIFFERENCE BETWEEN FORM 990, PAGE 10 AND SCHEDULE I, PART II. X X X false false false false false false false true false DEBBY HAMPTON CEO 223000 10000 0 10529 9271 252800 0 NINA DAYLOR EXECUTIVE VP 126157 6061 0 6177 17751 156146 0 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS: BONUSES ARE DETERMINED AT THE DISCRETION OF THE EXECUTIVE COMMITTEE AT THE TIME OF THE ANNUAL EVALUATIONs. IT IS BASED ON PERFORMANCE. A ONE-TIME RECOGNITION AND RETENTION BONUS FOR STAFF WAS APPROVED BY THE BOARD OF DIRECTORS. IT WAS BASED ON YEARS OF SERVICE. X 218683 FMV X 1 5417 FMV X 6 114364 FMV X IT EQUIPMENT 3 39864 FMV X CAMPAIGN PRIZES 5 2818 FMV X EVENT SUPPLIES 20 32133 FMV false true false Schedule M, Part I, Column B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE NUMBER DISCLOSED IN THIS COLUMN REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 BOARD RELATIONSHIPS: THE BOARD OF DIRECTORS OF THE ORGANIZATION IS EXTREMELY ROBUST AND ENCOMPASSES INFLUENTIAL BUSINESS MEN AND WOMEN IN THE COMMUNITY. AS SUCH IT IS POSSIBLE THAT BOARD MEMBERS MAY HAVE BUSINESS/FAMILY RELATIONSHIPS. HOWEVER, THESE POTENTIAL RELATIONSHIPS DO NOT CREATE ANY ISSUES OR CONFLICTS IMPACTING THE OPERATION OF THE ORGANIZATION. IF A RELATIONSHIP IS IDENTIFIED, THE ORGANIZATION DISCLOSES THE INFORMATION ON THE FORM 990 AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE ORGANIZATION REQUIRES AN ANNUAL DISCLOSURE OF ANY CONFLICTS AND A REPRESENTATION THAT DIRECTORS AND ALL EMPLOYEES WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE DISCLOSURES ARE MONITORED BY THE PRESIDENT AND CEO OF THE ORGANIZATION. ANY IDENTIFIED CONFLICTS ARE REPORTED TO THE ETHICS AND DIVERSITY COMMITTEE. IN THE EVENT OF A CONFLICT, THE CONFLICTED DIRECTOR ABSTAINS FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION PROCESS: THE COMPENSATION OF THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. ALL OTHER POSITIONS' SALARY RANGES ARE REVIEWED AND APPROVED EVERY 3 YEARS BY THE PERSONNEL/HUMAN RESOURCES COMMITTEE. ALL INCREASES ARE BASED ON MERIT. DOCUMENTATION OF THE REVIEWS ARE KEPT IN THE HUMAN RESOURCES COMMITTEE MEETING MINUTES. THE HUMAN RESOURCE COMMITTEE APPROVED SALARY RANGES FOR EACH POSITION ON NOVEMBER 8TH, 2022. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION ALLOWS THE PUBLIC TO VIEW ITS FINANCIAL STATEMENTS AND FORM 990 BY REQUESTING THEM AT THE ORGANIZATION'S MAIN OFFICE. THE ORGANIZATION'S CERTIFICATE OF INCORPORATION IS MADE AVAILABLE BY THE OKLAHOMA SECRETARY OF STATE'S OFFICE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY CAN BE MADE AVAILABLE FOR A PROPER PURPOSE UPON WRITTEN REQUEST AT THE ORGANIZATION'S MAIN OFFICE. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: ARTICLE VI, SECTION 1, OF THE ORGANIZATION'S BYLAWS ESTABLISHES AN EXECUTIVE COMMITTEE. THE EXECUTIVE CO CONSISTS OF THE CHAIR OF THE BOARD, CHAIR ELECT, SECRETARY/TREASURER, AND VARIOUS COMMITTEE CHAIRS. THE DUTIES OF THE EXECUTIVE COMMITTEE INCLUDE MEETING IN THE ABSENCE OF THE BOARD TO CONDUCT ALL NECESSARY ACTIVITIES TO ENSURE THE CONTINUED OPERATION OF UNITED WAY. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAKE USE OF SUCH POWERS AS THE BOARD SHALL DELEGATE. ACTIVITIES OF THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS AT THEIR NEXT MEETING. Form 990, Part IV, Line 28 TRANSACTION WITH RELATED PARTIES: THE BOARD OF DIRECTORS INCLUDES A NUMBER OF BUSINESS PEOPLE IN THE COMMUNITY. THE ORGANIZATION MAY HAVE SOME BUSINESS RELATIONS WITH MEMBERS OF THE BOARD BUT ALL TRANSACTIONS ARE DONE AT ARMS LENGTH. IF A RELATIONSHIP IS IDENTIFIED, THE ORGANIZATION DISCLOSES THE INFORMATION ON THE FORM 990 AS REQUIRED. THERE WERE NO SUCH CONFLICTS REQUIRING DISCLOSURE IN 2022. UNITED PROPERTY ACQUISITION LLC 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 000000000 REAL ESTATE OK 0 155000 UWCO UNITED WAY OF LOGAN COUNTY LLC 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 731279596 FUNDRAISING OK 223245 0 UWCO UNITED WAY OF CANADIAN COUNTY LLC 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 300092336 FUNDRAISING OK 268429 0 UWCO Schedule R Part I, Line 1 Identification of Disregarded Entities: During 2017, United Property Acquisition LLC was formed to own real estate. There is no EIN for United Property Acquisition LLC because there are no employees or a bank account associated with the entity.