2024-06-24T23:49:03-05:00 2023-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2023-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 ALISON ANTHONY PRESIDENT AND CEO 9185837171 2024-06-20 1 ALISON ANTHONY 999009999 1 MEGAN COURTNEY P00405855 9187452333 2024-06-18 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ALISON ANTHONY 1430 SOUTH BOULDER TULSA OK 74119 26770367 0 X WWW.TAUW.ORG X 1924 OK THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. 53 52 45 8110 0 0 25879135 26052299 0 0 116653 458518 88912 230692 26084700 26741509 21047795 20218672 0 0 3413434 3719070 0 0 2153479 1485350 2095275 25946579 26033017 138121 708492 38050838 38468025 19776954 19285809 18273884 19182216 X THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. 1 0 8078723 7916063 HEALTH/SAFETY: OKLAHOMA'S HEALTH STATUS INDICATORS ARE AMONG THE WORST IN THE NATION. THE STATE HAS A HIGH PREVALENCE OF CARDIOVASCULAR DISEASE, DIABETES, OBESITY, STROKE, LOWER RESPIRATORY DISEASE, ADDICTION, TEEN PREGNANCY AND INFANT MORTALITY. THE STATE RANKS POORLY IN PREVENTABLE HOSPITALIZATIONS DUE TO A LACK OF HEALTHCARE ACCESS AND HEALTH INSURANCE. TULSA AREA UNITED WAY INVESTS IN SOCIAL SERVICE AGENCIES AND HEALTHCARE PROVIDERS THAT WORK TO IMPROVE THESE INDICATORS THROUGH DIRECT SERVICE TO CLIENTS AND EDUCATIONS PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES. TULSA AREA UNITED WAY SUPPORTS PROGRAMS THAT PROVIDE SERVICES FOR PHYSICAL HEALTH, MENTAL AND BEHAVIORAL HEALTH, INDIVIDUALS WITH DISABILITIES, DOMESTIC VIOLENCE AND CHILD ABUSE. IT ALSO SUPPORTS AGENCIES THAT PROVIDE SAFETY AND DISASTER RESPONSE SERVICES. 5636318 5522834 EDUCATION: THE NUMBER ONE RESOURCE FOR ANY CITY IS AN EDUCATED POPULATION. CITIES THAT INVEST IN EDUCATION ARE BETTER EQUIPPED TO DRIVE SUSTAINABLE ECONOMIC GROWTH. TULSA AREA UNITED WAY SUPPORTS THE EDUCATION OF ITS CITIZENS THROUGH FORMAL AND INFORMAL EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS AT ALL LEVELS OF ABILITY. IT INVESTS IN EARLY CHILDHOOD PROGRAMS THAT REMOVE EDUCATIONAL BARRIERS FOR VULNERABLE POPULATIONS, PRIMARY AND SECONDARY PROGRAMS THAT SUPPLEMENT CLASSROOM LEARNING AND INCREASE GRADUATION RATES, AND POST-SECONDARY INSTITUTIONS THAT PROVIDE ACCESS TO ALL OUTSIDE THE FORMAL CLASSROOM. TULSA AREA UNITED WAY INVESTS IN PROGRAMS THAT INCREASE LITERACY, EMPHASIZE EXCELLENCE, AND PROVIDE PATHWAYS TO ACHIEVEMENT FOR AT-RISK YOUTH. 5072686 4970551 FINANCIAL STABILITY: STRESSFUL ECONOMIC CONDITIONS THAT INCREASE THE NUMBER OF PEOPLE FACING JOB LOSS, FOOD INSECURITY, NEAR OR FULL HOMELESSNESS, AND LEGAL CHALLENGES. TULSA AREA UNITED WAY FUNDS AGENCIES THAT PROVIDE BASIC NEEDS SUCH AS FOOD, CLOTHING, RENT, UTILITIES, AND SHELTER FOR INDIVIDUALS AND FAMILIES. TULSA AREA UNITED WAY INVESTS IN AGENCIES THAT PROVIDE JOB TRAINING AND PLACEMENT, FINANCIAL EDUCATION AND LEGAL AID SERVICES FOR UNDERREPRESENTED AND AT-RISK POPULATIONS. 3641184 1809224 211, NTECH, INNOVATION GRANTS, ROGERS COUNTY, COMBINED STATE DESIGNATIONS, OTHER DESIGNATIONS, OTHER SPECIAL GRANTS, COLLABORATIVE FUNDING, CAPACITY BUILDING, CAPACITY BUILDING - AGENCY CONTRACT WORK, CAPACITY BUILDING - BRIDGE FUNDING 3641184 1809224 22428911 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 49 0 1 45 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 53 52 1 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X CARLA MEYER 9185837171 1430 SOUTH BOULDER TULSA OK 74119 KEITH KAREN CHAIR 2.00 X X 0 0 0 JOHNSON KIMBERLY VICE-CHAIR 1.00 X X 0 0 0 NEUMAIER KARL CHAIR-ELECT 4.00 X 0 0 0 RATCLIFF LARERONITA SECRETARY 1.00 X X 0 0 0 MCLAUGHLIN ROSS TREASURER 1.00 X X 0 0 0 PETERSEN FRAUKE ASSISTANT TREASURER 1.00 X X 0 0 0 CAVANAH KEVIN ETHICS OFFICER 1.00 X 0 0 0 AMBURGY PAMELA DIRECTOR 2.00 X 0 0 0 BENNETT III TOM DIRECTOR 1.00 X 0 0 0 BOGLE MELISSA DIRECTOR 3.00 X 0 0 0 BRINGHAM HEATH DIRECTOR 1.00 X 0 0 0 CARTER GARY DIRECTOR-AT-LARGE 1.00 X 0 0 0 DEVORE ROBYN DIRECTOR 1.00 X 0 0 0 DORWART ERICA DIRECTOR 1.00 X 0 0 0 DUPONT MICHAEL DIRECTOR-AT-LARGE 1.00 X 0 0 0 DUKES EMILY DIRECTOR-AT-LARGE 1.00 X 0 0 0 DYE BEN DIRECTOR 2.00 X 0 0 0 GATES CATHY DIRECTOR 2.00 X 0 0 0 GOODSON LEIGH DIRECTOR 2.00 X 0 0 0 GRAHAM MARK EX OFFICIO 1.00 X 0 0 0 GROBER STEPHANIA DIRECTOR 2.00 X 0 0 0 HARDIN TRACY DIRECTOR 1.00 X 0 0 0 HARTZLER KIRT DIRECTOR 1.00 X 0 0 0 HAUSAM NETTA DIRECTOR-AT-LARGE 1.00 X 0 0 0 HAYNIE RYAN DIRECTOR 1.00 X 0 0 0 HONEL LARRY DIRECTOR 1.00 X 0 0 0 JACKSON BETSY DIRECTOR 8.00 X 0 0 0 JOHNSON MACY DIRECTOR-AT-LARGE 1.00 X 0 0 0 JONES STEPHANIE DIRECTOR-AT-LARGE 1.00 X 0 0 0 KIRK MELINDA DIRECTOR 11.00 X 0 0 0 LEHR WARREN DIRECTOR 1.00 X 0 0 0 MAGUFFEE BRENDON DIRECTOR-AT-LARGE 1.00 X 0 0 0 MATTHEWS SEN KEVIN DIRECTOR 1.00 X 0 0 0 MILFORD AARON DIRECTOR 1.00 X 0 0 0 ODOM JACOB DIRECTOR 2.00 X 0 0 0 OLDHAM BRANDON DIRECTOR 1.00 X 0 0 0 PAYNE JAMIE DIRECTOR 1.00 X 0 0 0 PRICE-JOHANNSEN JACKIE DIRECTOR 1.00 X 0 0 0 REYES KRYSTAL DIRECTOR 1.00 X 0 0 0 RUIZ YOBANA DIRECTOR 1.00 X 0 0 0 SCHAUB JOANN DIRECTOR 1.00 X 0 0 0 SHAW LORI DIRECTOR 1.00 X 0 0 0 SIEGFRIED BAILEY DIRECTOR-AT-LARGE 1.00 X 0 0 0 SMITH MARK DIRECTOR 1.00 X 0 0 0 STEPHEN MARK DIRECTOR 1.00 X 0 0 0 STEPHENS STANLEY DIRECTOR 1.00 X 0 0 0 STRAHLER LEIGH ANNE DIRECTOR 1.00 X 0 0 0 TAYLOR KATHY DIRECTOR 4.00 X 0 0 0 WALDEN ALISON DIRECTOR 1.00 X 0 0 0 WARNER BRYAN DIRECTOR 1.00 X 0 0 0 WHIGHAM AARON DIRECTOR-AT-LARGE 1.00 X 0 0 0 WILSON LANE DIRECTOR 1.00 X 0 0 0 ANTHONY ALISON PRESIDENT AND CHIEF EXECCUTIVE OFFICER 40.00 X X 325098 0 50799 MEYER CARLA CHIEF ADMINISTRATIVE OFFICER 40.00 X 166008 0 37694 SADLER BRENT CHIEF ORG DEV AND TRANSFORMATION OFFICER 40.00 X 133808 0 35110 QUALLS CYNTHIA CHIEF RESOURCE DEVELOPMENT OFFICER 40.00 X 131222 0 18602 MITCHELL ANNIE VP OF COMMUNITY INVESTMENTS 40.00 X 102311 0 25087 858447 0 167292 5 0 1 0 ES2 - TULSA HKS ENERGY SOLUTIONS 10404 E 55TH PLACE SUITE E TULSA OK 74146 HVAC SERVICE 162294 KEY PERSONNEL PO BOX 700747 TULSA OK 74170 STAFFING 141801 2 14391 26037908 227506 26052299 447594 447594 39782 28858 10924 10924 10924 MISCELLANEOUS REVENUE 900099 190482 190482 EVENT REGISTRATION 900099 40210 40210 230692 26741509 0 0 689210 20218672 20218672 579600 144900 144900 289800 1950716 992666 429245 528805 309146 68209 192689 48248 677807 125581 60453 491773 201801 69485 60437 71879 46654 46654 9698 9698 949050 586070 100666 262314 46866 13995 8169 24702 76828 10046 52145 14637 94155 19524 49307 25324 163066 51844 45741 65481 24488 5121 15000 4367 169815 16335 29785 123695 258091 61942 85170 110979 95495 29203 24435 41857 MISCELLANEOUS 83562 1149 47546 34867 SUBSCRIPTIONS 68189 12469 44044 11676 EQUIPMENT SERVICE CONTR 9318 1700 4543 3075 26033017 22428911 1450627 2153479 624455 1018688 9369773 8730376 16179381 16328926 88770 100133 3989726 3185739 624940 803987 1643669 1894743 9519850 9591172 38050838 38468025 179519 228759 19597435 19057050 19776954 19285809 X 11883801 11932844 6390083 7249372 18273884 19182216 38050838 38468025 708492 199840 0 X 0 1 X 1 0 X 27002252 25298659 25738059 25879135 26052299 129970404 27002252 25298659 25738059 25879135 26052299 129970404 32761298 97209106 293274 171439 74935 120950 447594 1108192 54899 63879 60335 88912 230692 498717 131577313 0.73880 0.74360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1718556 254689 0 9698 1963547 2137741 -325755 83000 10430 1718556 1959755 262678 74000 10692 2137741 1726783 242073 9101 1959755 1492829 309450 67000 8496 1726783 0.49070 0.50930 1 0 146587 146587 3461489 2847355 614134 356178 315692 40486 25472 22692 2780 803987 CERTIFICATES OF DEPOSIT 9522368 F CASH MANAGEMENT FUND 68804 F 9591172 26290547 199840 98503 298343 25992204 9698 739607 749305 26741509 25382215 98503 98503 25283712 9698 739607 749305 26033017 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 739,607. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 739,607. 1 A NEW LEAF 2306 S 1ST PLACE TULSA OK 74012 731042760 501C3 523275 0 HEALTH & SAFETY, FINANCIAL STABILITY ABILITY RESOURCES 823 S DETROIT STE 110 TULSA OK 74120 731000572 501C3 146345 0 HEALTH & SAFETY AMERICAN RED CROSS TULSA AREA CHAPTER 10151 E 11TH STREET TULSA OK 74128 730579223 501C3 451250 0 HEALTH & SAFETY, FINANCIAL STABILITY BIG BROTHERS BIG SISTERS OF OKLAHOMA 1306 S DENVER AVE TULSA OK 74119 731226237 501C3 277790 0 EDUCATION BOY SCOUTS OF AMERICA (INDIAN NATIONS COUNCIL) 4295 S GARNETT ROAD TULSA OK 74146 730579230 501C3 464501 0 EDUCATION BRISTOW SOCIAL SERVICES 1705 S CHESTNUT BRISTOW OK 74010 731345471 501C3 97580 0 FINANCIAL STABILITY BROKEN ARROW NEIGHBORS 315 W COLLEGE BROKEN ARROW OK 74012 731195548 501C3 80192 0 FINANCIAL STABILITY BROKEN ARROW SENIORS INC 1800 S MAIN ST BROKEN ARROW OK 74012 731325797 501C3 41843 0 HEALTH & SAFETY CAMP FIRE USA GREEN COUNTRY COUNCIL INC 706 S BOSTON AVE TULSA OK 74119 730579231 501C3 322894 0 EDUCATION CARING COMMUNITY FRIENDS INC OF SAPULPA PO BOX 1524 SAPULPA OK 74067 731429214 501C3 70000 0 FINANCIAL STABILITY CENTER FOR EMPLOYMENT OPPORTUNITIES 321 S BOSTON AVE SUITE 300 TULSA OK 74103 133843322 501C3 150000 0 FINANCIAL STABILITY CHILD ADVOCACY NETWORK 2829 S SHERIDAN ROAD TULSA OK 74129 731325326 501C3 249000 0 HEALTH & SAFETY COMMUNITY ACTION PROJECT OF TULSA COUNTY 5330 E 31ST STREET SUITE 300 TULSA OK 74135 731019247 501C3 637531 0 FINANCIAL STABILITY, EDUCATION, SIEMER CITY YEAR 15 E 5TH ST TULSA OK 74103 222882549 501C3 150000 0 EDUCATION CREEK COUNTY LITERACY PROGRAM 15 N POPLAR SAPULPA OK 74066 731376512 501C3 33055 0 EDUCATION CROSSROADS INC 3500 S PEORIA TULSA OK 74105 731447897 501C3 33333 0 HEALTH & SAFETY CROSSTOWN LEARNING CENTER 2501 E ARCHER STREET TULSA OK 74110 730782748 501C3 175000 0 EDUCATION DOMESTIC VIOLENCE INTERVENTION SERVICES 3124 E APACHE ST TULSA OK 74110 731028332 501C3 931425 0 HEALTH & SAFETY, FINANCIAL STABILITY DOMESTIC VIOLENCE INTERVENTION SERVICES SAPULPA COUNTY FAMILY RESOURCE CENT 3124 E APACHE ST TULSA OK 74110 731028332 501C3 65500 0 CAPACITY BUILDING FAMILY & CHILDREN'S SERVICES 650 S PEORIA AVE TULSA OK 74120 730580270 501C3 1192968 0 HEALTH & SAFETY, EDUCATION, COMMUNITY COLLABORATION GRANT IN SUPPORT OF COMMUNITY REPONSE TEAM. GIRL SCOUTS OF EASTERN OKLAHOMA 4810 S 129TH E AVE TULSA OK 74134 730579240 501C3 351135 0 EDUCATION GLOBAL GARDENS PO BOX 52034 TULSA OK 74152 205717276 501C3 68120 0 EDUCATION GOODWILL INDUSTRIES OF TULSA 2800 SOUTHWEST BLVD TULSA OK 74107 730614297 501C3 651351 0 FINANCIAL STABILITY HOSPICE OF GREEN COUNTRY 1120 S BOSTON AVE 200 TULSA OK 74119 731261742 501C3 123178 0 HEALTH & SAFETY GRAND MENTAL HEALTH 6333 E SKELLY DRIVE TULSA OK 74135 731039733 501C3 200000 0 HEALTH & SAFETY KIPP ACADEMY 1661 E VIRGIN STREET TULSA OK 74106 113740269 501C3 353875 0 EDUCATION LEGAL AID SERVICES OF OKLAHOMA 907 S DETROIT SUITE 725 TULSA OK 74120 731022203 501C3 442481 0 FINANCIAL STABILITY LIFE SENIOR SEVICES 5950 E 31ST STREET TULSA OK 74135 731043783 501C3 858431 0 HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION MENTAL HEALTH ASSOCIATION OKLAHOMA 5330 E 31ST STREET SUITE 1000 TULSA OK 74135 730657931 501C3 551917 0 HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION MORTON COMPREHENSIVE HEALTH SERVICES 1334 NORTH LANSING AVE TULSA OK 74106 731177858 501C3 375000 0 HEALTH & SAFETY, FINANCIAL STABILITY NEW WORKFORCE DIRECTIONS INC DBA MADISON STRATEGIES GROUP 907 S DETROIT SUITE 210 TULSA OK 74120 272323749 501C3 150000 0 FINANCIAL STABILITY OKMULGEE COUNTY FAMILY RESOURCE CENTER 1501 S CREEK AVE OKMULGEE OK 74447 731332643 501C3 129634 0 HEALTH & SAFETY OKMULGEE OKFUSKEE COUNTY YOUTH SERVICES 1950 N OKMULGEE OKMULGEE OK 74447 731486908 501C3 127197 0 EDUCATION OPERATION AWARE OKLAHOMA 7226 E 41ST ST TULSA OK 74145 731112912 501C3 142778 0 EDUCATION OWASSO COMMUNITY RESOURCES 109 N BIRCH SUITE 109 OWASSO OK 74055 731445318 501C3 60660 0 FINANCIAL STABILITY PALMER CONTINUUM OF CARE INC 5319 S LEWIS AVENUE SUITE 219 TULSA OK 74105 562302027 501C3 445274 0 HEALTH & SAFETY THE PARENT CHILD CENTER OF TULSA 1421 S BOSTON AVENUE TULSA OK 74119 731113167 501C3 618249 0 HEALTH & SAFETY; SAFE BABIES COURT READING PARTNERS 110 WEST 7TH STREET TULSA OK 74119 770568469 501C3 293750 0 EDUCATION THE SALVATION ARMY 1616 S MAIN TULSA OK 74119 730579266 501C3 1300515 0 HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION SAND SPRINGS COMMUNITY SERVICES 15 E 2ND STREET SAND SPRINGS OK 74063 730582550 501C3 72079 0 FINANCIAL STABILITY, EDUCATION SHOW INC 425 W WELLS ST SAPULPA OK 74066 731028650 501C3 116732 0 HEALTH & SAFETY, FINANCIAL STABILITY STREET SCHOOL 1135 S YALE AVE TULSA OK 74112 730942963 501C3 440007 0 EDUCATION THE ARC OF OKLAHOMA 2516 E 71ST STE ST A TULSA OK 74136 731749376 501C3 231974 0 HEALTH & SAFETY, EDUCATION; INNOVATION GRANT IN SUPPORT OF TRAINING LAY VOLUNTEERS AS SPECIAL EDUCATION ADVOCATES TRISTESSE GRIEF CENTER 2502 E 71ST STREET TULSA OK 74136 731619790 501C3 90000 0 HEALTH & SAFETY TULSA BOYS HOME PO BOX 1101 TULSA OK 74101 730579242 501C3 343495 0 HEALTH & SAFETY TULSA CARES 3712 E 11TH STREET TULSA OK 74112 731388569 501C3 533763 0 HEALTH & SAFETY, FINANCIAL STABILITY TULSA CASA INC 700 S BOSTON AVE 230 TULSA OK 74119 731312870 501C3 112609 0 HEALTH & SAFETY TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER TULSA OK 74103 731557819 501C3 235000 0 HEALTH & SAFETY, FINANCIAL STABILITY WAGONER AREA NEIGHBORS PO BOX 933 WAGONER OK 74477 731351405 501C3 66150 0 FINANCIAL STABILITY YMCA OF GREATER TULSA 2405 E SKELLY DRIVE TULSA OK 74105 730579269 501C3 719309 0 HEALTH & SAFETY, EDUCATION YOUTH AT HEART 6026 S SHERIDAN ROAD TULSA OK 74145 731043630 501C3 300000 0 EDUCATION YOUTH SERVICES OF CREEK COUNTY 1025 E GRAYSON AVE SAPULPA OK 74066 731301335 501C3 148500 0 HEALTH & SAFETY, EDUCATION YOUTH SERVICES OF TULSA 311 S MADISON AVE TULSA OK 74120 730785251 501C3 890461 0 HEALTH & SAFETY, FINANCIAL STABILITY, EDUCATION YWCA TULSA 1910 S LEWIS AVE SUITE 200 TULSA OK 74104 730579296 501C3 492577 0 HEALTH & SAFETY, FINANCIAL STABILITY THE BRIDGES FOUNDATION 1345 N LEWIS AVE TULSA OK 74110 730740763 501C3 228223 0 FINANCIAL STABILITY THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES 815 S UTICA AVE TULSA OK 74104 736070545 501C3 304500 0 HEALTH & SAFTEY AMPLIFY 1601 S MAIN ST 200 TULSA OK 74119 471170599 501C3 120000 0 COMMUNITY COLLABORATIVE IN SUPPORT OF EXPANDING SEX EDUCATION, PROMOTING HEALTHY RELATIONSHIPS, AND ENGAGING IN PUBLIC CONVERSATION. CATHOLIC CHARITIES 2450 N HARVARD AVE TULSA OK 74115 731171950 501C3 150000 0 HEALTH & SAFETY CENTER FOR HOUSING SOLUTIONS 110 S HARTFORD AVE TULSA OK 74120 844733422 501C3 134790 0 HOMELESSNESS COLLABORATION HEALTHY MINDS - A FUND AT TULSA COMMUNITY FOUNDATION 5310 E 31ST ST STE 300 TULSA OK 74135 731554474 501C3 70000 0 COMMUNITY COLLABORATION GRANT IN SUPPORT OF MENTAL HEALTH ACROSS ALL AGES HUNGER FREE OKLAHOMA 907 S DETROIT AVE 600 TULSA OK 74120 731554474 501C3 93000 0 COLLABORATION GRANT IN SUPPORT OF FOOD SECURITY. IMPACTTULSA 907 S DETROIT AVE SUITE 1100B TULSA OK 74120 731554474 501C3 200000 0 COMMUNITY COLLABORATIVE IN SUPPORT OF EDUCATION LEADERSHIP TULSA - NEW VOICES 1151 S ELGIN AVE TULSA OK 74120 731042332 501C3 17000 0 INTIATIVE TO INCREASE DIVERISTY ON TULSA AREA UNITED WAY AGENCY BOARDS MEALS ON WHEELS 12620 E 31ST STREET TULSA OK 74146 731125389 501C3 50000 0 HEALTH & SAFETY TULSA REGIONAL STEM ALLIANCE 5005 S DARLINGTON AVE TULSA OK 74120 814051559 501C3 76000 0 COMMUNITY COLLABORATIVE IN SUPPORT OF EDUCATION UNITED WAY OF ROGERS AND MAYES COUNTIES PO BOX 1165 CLAREMORE OK 74018 731249045 501C3 65000 0 FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS FOUNDATION FOR TULSA SCHOOLS 3027 S NEW HAVEN AVE TULSA OK 74114 731612027 501C3 160000 0 STRONG TOMORROWS AFRICAN AMERICAN LEADERSHIP ACADEMY - A FUND OF TULSA COMMUNITY FOUNDATION 7030 S YALE SUITE 600 TULSA OK 74136 731554474 501C3 45000 0 INNOVATION GRANT IN SUPPORT OF PERSONAL AND PROFESSIONAL DEVELOPMENT FOR AFRICAN AMERICAN PROFESSIONALS. LA COSECHA PO BOX 884 JENKS OK 74037 850921451 501C3 45000 0 INNOVATION GRANT IN SUPPORT OF PTRAINING AND DEVELOPMENT FOR VOLUNTEERS TULSA HIGHER EDUCATION CONSORTIUM - A FUND OF TULSA COMMUNITY FOUNDATION 7030 S YALE SUITE 600 TULSA OK 74136 731554474 501C3 45000 0 INNOVATION GRANT IN SUPPORT OF COMMUNITY COLLEGE STUDENTS TRANSFERRING TO BACHELOR PROGRAMS BEHEARD MOVEMENT 7216 E ADMIRAL PLACE TULSA OK 74115 853528011 501C3 27405 0 EMERGENCY HOMELESS POP-UP IN DOWNTOWN TULSA TSHA INC 8740 E 11TH STREET SUITE A TULSA OK 74112 736102812 501C3 194442 0 HEALTH 71 PART I, LINE 2: TULSA AREA UNITED WAY USES A DETAILED PROCESS FOR EVALUATING ITS PARTNER AGENCIES AND THE USE OF ALLOCATED FUNDS. THE TULSA AREA UNITED WAY COMMUNITY INVESTMENTS DEPARTMENT, IN CONJUNCTION WITH OVER 170 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. 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 THE PANEL RECOMMENDATIONS. THE TOTAL RECOMMENDED FUNDING IS PRESENTED TO THE COMMUNITY INVESTMENTS CABINET, AND THEN TO THE TULSA AREA UNITED WAY BOARD OF DIRECTORS 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 0 0 X X X X X 0 0 0 0 0 0 0 1 0 ANTHONY ALISON PRESIDENT AND CHIEF EXECCUTIVE OFFIC 257598 0 67500 0 0 0 25743 0 25056 0 375897 0 0 0 MEYER CARLA CHIEF ADMINISTRATIVE OFFICER 143128 0 22880 0 0 0 13760 0 23934 0 203702 0 0 0 SADLER BRENT CHIEF ORG DEV AND TRANSFORMATION OFF 114998 0 18810 0 0 0 11457 0 23653 0 168918 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS FOR A MEMBERSHIP TO THE SUMMIT CLUB FOR ALISON ANTHONY. PART I, LINE 3 COMPENSATION IS APPROVED ANNUALLY BY THE BOARD COMPENSATION COMMITTEE WHICH IS MADE UP OF CURRENT AND FORMER DIRECTORS OF THE ORGANIZATION. THE COMMITTEE DIRECTLY SETS/APPROVES THE PRESIDENT AND CEO'S SALARY AND INDIRECTLY APPROVES ALL OTHER STAFF POSITION SALARIES BASED ON THE RECOMMENDATION OF THE PRESIDENT AND CEO. FOLLOWING THAT COMMITTEE MEETING, AMOUNTS ARE APPROVED BY THE FINANCE AND AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. PART I, LINE 7 VARIABLE COMPENSATION WAS AWARDED TO EMPLOYEES OF THE ORGANIZATION BASED UPON EACH INDIVIDUAL'S PERFORMANCE DURING THE YEAR. EACH YEAR, THE PRESIDENT AND CEO REQUESTS A BUDGET FOR VARIABLE COMPENSATION FROM THE COMPENSATION COMMITTEE. INDIVIDUAL AMOUNTS ARE DISCRETIONARY AND JOINTLY AGREED UPON BY EMPLOYEES' SUPERVISORS AND THE PRESIDENT AND CEO. ERICA DORWART DIRECTOR 21190 IN-KIND LEGAL SERVICES 0 BEN DYE DIRECTOR 51538 HVAC PURCHASE 0 X 1345 201284 VALUE ON DONATION DATE X ITEMS FOR ONLINE AUCTION 67 25605 FAIR MARKET VALUE X FOOD 2 617 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 2 IN JUNE 2023, UNITED WAY ASSUMED RESPONSIBILITY FOR 211 EASTERN OKLAHOMA (211EOK). 211 IS A 24/7 FREE SERVICE THAT IS AVAILABLE TO EASTERN OKLAHOMANS AND PROVIDES INDIVIDUAL AND FAMILIES IN NEED OF ASSISTANCE A REFERRAL AND SOMETIMES CONNECTION TO THE APPROPRIATE AGENCIES AND COMMUNITY ORGANIZATIONS. MOST CALLS, WEB CHATS, AND TEXT MESSAGES ARE FROM PEOPLE LOOKING FOR HELP WITH MENTAL HEALTH RESOURCES OR MEETING BASIC NEEDS LIKE HOUSING, FOOD, TRANSPORTATION, AND HEALTH CARE. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE NUMEROUS BUSINESS RELATIONSHIPS WITHIN THE BOARD. OUR BOARD CONTAINS THE HEADS OF MAJOR EMPLOYERS SUCH AS BANKS, LOCAL UTILITY COMPANIES, AND HEALTH INSURANCE PROVIDERS. BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. CIRCUMSTANCES WHICH CREATE POSSIBLE CONFLICTS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. SHOULD THE COMMITTEE DETERMINE THAT A POTENTIAL CONFLICT OF INTEREST IS PRESENT, THAT INFORMATION WILL BE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE WILL ADDRESS CONCERNS REGARDING POTENTIAL CONFLICTS OF INTEREST AND TAKE APPROPRIATE ACTION TO RESOLVE ANY CONFLICT. FORM 990, PART VI, SECTION A, LINE 4 1) OPERATIONAL DETAILS FOR EACH COMMITTEE WERE REMOVED FROM THE BYLAWS AND INCORPORATED INTO COMMITTEE CHARTERS 2) COMMITTEE CHARTERS WERE UPDATED BY THE RESPECTIVE COMMITTEES, REVIEWED BY THE GOVERNANCE COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE 3) BYLAWS WERE STREAMLINED TO INCORPORATE CURRENT PRACTICES AND PROVIDE AN OVERALL FRAMEWORK FOR OUR OPERATIONS WHEREBY THE BYLAWS WOULD NOT NEED TO BE AMENDED WITH EACH CHANGE IN COMMITTEE PRACTICE 4) CERTIFICATE OF INCORPORATION WAS UPDATED TO CONFORM TO CURRENT STANDARDS FORM 990, PART VI, SECTION A, LINE 6 ALL OF THE BOARD OF DIRECTORS ARE CONSIDERED MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT AND FINAL VERSION ARE REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE. THE FINAL VERSION IS PROVIDED TO THE FULL BOARD AT THE FOLLOWING MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. CIRCUMSTANCES WHICH CREATE POSSIBLE CONFLICTS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. SHOULD THE COMMITTEE DETERMINE THAT A POTENTIAL CONFLICT OF INTEREST IS PRESENT, THAT INFORMATION WILL BE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE WILL ADDRESS CONCERNS REGARDING POTENTIAL CONFLICTS OF INTEREST AND TAKE APPROPRIATE ACTION TO RESOLVE ANY CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 OUR COMPENSATION COMMITTEE MEETS TWICE PER YEAR TO DISCUSS, REVIEW, AND APPROVE COMPENSATION FOR THE UPCOMING YEAR FOR THE CEO. THEY ALSO REVIEW AND APPROVE THE PAY SCALE FOR ALL OTHER EMPLOYEES, WHICH WAS DEVELOPED USING COMPARABILITY DATA OF SURROUNDING NON-PROFITS AND BUSINESSES AS WELL AS LIKE SIZED UNITED WAYS. THE COMMITTEE DECISIONS ARE ULTIMATELY APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE IN OUR ANNUAL REPORT AND ON OUR WEBSITE. OUR GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.