2025-08-20T09:30:07-05:00 2024-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2024-01-01 730580283 TULSA AREA UNITED WAY TULS 9185837171 1430 SOUTH BOULDER TULSA OK 74119 ALISON ANTHONY PRESIDENT AND CEO 9185837171 2025-08-19 1 1 MEGAN COURTNEY P00405855 9187452333 2025-08-19 2024 2025-03-06 01:10:19Z ALISON ANTHONY 1430 SOUTH BOULDER TULSA OK 74119 38121472 0 X WWW.TAUW.ORG X 1924 OK THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. 48 47 46 8715 0 0 26052299 27644449 0 0 458518 767399 230692 198774 26741509 28610622 20218672 20801894 0 0 3719070 4373033 0 0 2581365 2095275 2536159 26033017 27711086 708492 899536 38468025 39871790 19285809 19592230 19182216 20279560 X THE TULSA AREA UNITED WAY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN OUR COMMUNITIES. 0 0 6404614 6153343 HEALTHY COMMUNITIES - WE HELP BUILD HEALTHY COMMUNITIES BY FOCUSING ON THE PHYSICAL, MENTAL, AND SOCIAL WELL-BEING OF INDIVIDUALS AND FAMILIES. 6233668 5989105 YOUTH OPPORTUNITY - WE CONNECT YOUNG PEOPLE TO ESSENTIAL SUPPORT, INCLUDING EDUCATIONAL OPPORTUNITIES, MENTAL HEALTH SERVICES, AND MENTORSHIP PROGRAMS. 5435276 5222036 FINANCIAL SECURITY - WE'RE HELPING MORE ADULTS ACCESS CAREER OPPORTUNITIES, SECURE QUALITY HOUSING, AND LAY THE FOUNDATION FOR GENERATIONAL WEALTH. 5439707 3437410 DATA AND RESEARCH, 211, NTECH, INNOVATION GRANTS, COLLABORATIVE FUNDING, CAPACITY BUILDING, OTHER SPECIAL FUNDING. 5439707 3437410 23513265 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 0 1 0 0 0 0 0 0 0 0 1 61 0 1 46 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 48 47 1 0 1 0 1 1 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 ANTHONY ALISON PRESIDENT AND CEO 40.00 X X 336746 0 50984 NEUMAIER KARL CHAIR 2.00 X X 0 0 0 OLDHAM BRANDON VICE-CHAIR 1.00 X X 0 0 0 GROBER STEPHANIA CHAIR-ELECT 4.00 X 0 0 0 RATCLIFF LARERONITA SECRETARY 1.00 X X 0 0 0 MCLAUGHLIN ROSS TREASURER 2.00 X X 0 0 0 DEVORE ROBYN 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 BALANDRAN MARIO DIRECTOR-AT-LARGE 1.00 X 0 0 0 BENNETT III TOM DIRECTOR 1.00 X 0 0 0 BRINGHAM HEATH DIRECTOR 1.00 X 0 0 0 CAMPBELL MIKEALE DIRECTOR-AT-LARGE 1.00 X 0 0 0 CARTER GARY DIRECTOR-AT-LARGE 1.00 X 0 0 0 DUKES EMILY DIRECTOR 1.00 X 0 0 0 DUPONT MICHAEL DIRECTOR 1.00 X 0 0 0 DYE BEN DIRECTOR 1.00 X 0 0 0 EPPS LAQUISHA DIRECTOR-AT-LARGE 1.00 X 0 0 0 FEDERLINE JOHN DIRECTOR-AT-LARGE 1.00 X 0 0 0 GATES CATHY DIRECTOR 3.00 X 0 0 0 GOODSON LEIGH DIRECTOR 1.00 X 0 0 0 GRAHAM MARK EX OFFICIO 1.00 X 0 0 0 HAIR CARA DIRECTOR 1.00 X 0 0 0 HALL ELIZABETH DIRECTOR 1.00 X 0 0 0 HARDIN TRACY DIRECTOR 1.00 X 0 0 0 HAYNIE RYAN DIRECTOR 1.00 X 0 0 0 JACKSON BETSY DIRECTOR 2.00 X 0 0 0 JOHNSON MACY DIRECTOR-AT-LARGE 1.00 X 0 0 0 JONES STEPHANIE DIRECTOR 1.00 X 0 0 0 KIRK MELINDA DIRECTOR 3.00 X 0 0 0 LEVO FEARY CHELSEA DIRECTOR 1.00 X 0 0 0 MAHANEY MINDY DIRECTOR 1.00 X 0 0 0 MILFORD AARON DIRECTOR 1.00 X 0 0 0 MOSS HAUSAM NETTA DIRECTOR 1.00 X 0 0 0 ODOM JACOB 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 SCHMOOK GENEVIEVE DIRECTOR 1.00 X 0 0 0 SMITH MARK DIRECTOR 1.00 X 0 0 0 STEPHEN MARK DIRECTOR 1.00 X 0 0 0 STRAHLER LEIGH ANNE DIRECTOR 1.00 X 0 0 0 TAYLOR KATHY DIRECTOR 1.00 X 0 0 0 TAYLOR LYNDON DIRECTOR 1.00 X 0 0 0 WALDEN ALLISON DIRECTOR 1.00 X 0 0 0 WARNER BRYAN DIRECTOR 1.00 X 0 0 0 WILSON LANE DIRECTOR 1.00 X 0 0 0 MEYER CARLA CHIEF ADMINISTRATIVE OFFICER 40.00 X 174800 0 40066 SADLER BRENT CHIEF ORG DEV AND TRANSFORMATION OFFICER 40.00 X 139836 0 37192 QUALLS CYNTHIA CHIEF RESOURCE DEVELOPMENT OFFICER 40.00 X 135114 0 19599 MITCHELL WESLEY EXECUTIVE DIRECTOR - 211EOK 40.00 X 120213 0 26010 906709 0 173851 5 0 1 0 KEY PERSONNEL PO BOX 700747 TULSA OK 74170 STAFFING 188469 1 33741 27610708 306257 27644449 765484 765484 9512765 9510850 1915 1915 1915 MISCELLANEOUS REVENUE 900099 152094 152094 EVENT REGISTRATION 900099 46680 46680 198774 28610622 0 0 966173 20801894 20801894 602596 150649 150649 301298 2417730 1149957 716452 551321 211727 74149 66910 70668 908108 174873 79019 654216 232872 81190 59117 92565 47903 47903 9602 9602 1186951 817795 34557 334599 23899 13436 10463 96530 13434 49019 34077 142024 39395 78549 24080 127471 45137 24932 57402 42682 10596 15995 16091 252051 17101 37437 197513 264783 63548 87378 113857 118131 35439 31896 50796 MISCELLANEOUS 113951 1375 64653 47923 SUBSCRIPTIONS 95377 23297 52648 19432 EQUIPMENT SERVICE CONTR 14804 0 9740 5064 27711086 23513265 1616456 2581365 1018688 1345189 8730376 8410929 16328926 16666814 100133 142700 4056185 3303869 803987 752316 1894743 2140789 9591172 10413053 38468025 39871790 228759 200351 19057050 19391879 19285809 19592230 X 11932844 9889957 7249372 10389603 19182216 20279560 38468025 39871790 899536 197808 0 X 0 1 X 1 0 X 25298659 25738059 25879135 26052299 27642889 130611041 25298659 25738059 25879135 26052299 27642889 130611041 36170169 94440872 171439 74935 120950 447594 765484 1580402 63879 60335 88912 230692 198774 642592 132834035 0.71100 0.73880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1963547 361000 241323 9602 2556268 1718556 254689 9698 1963547 2137741 -325755 83000 10430 1718556 1959755 262678 74000 10692 2137741 1726783 242073 9101 1959755 0.52380 0.47620 1 0 146587 146587 3489311 2929460 559851 394815 350641 44174 25472 23768 1704 752316 CERTIFICATES OF DEPOSIT 10297574 F CASH MANAGEMENT FUND 115479 F 10413053 27907458 197808 108063 305871 27601587 9602 999433 1009035 28610622 26810114 108063 108063 26702051 9602 999433 1009035 27711086 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. ALSO, BEGINNING IN 2024, THE UNITE FOREVER ENDOWMENT FUND WILL ENHANCE THE ORGANIZATION'S CAPACITY TO RESPOND TO CURRENT NEEDS AND TO INITIATE FORWARD LEANING COMMUNITY INVESTMENTS. ON A CURRENT BASIS, FUNDING AVAILABLE WILL HELP THE ORGANIZATION FACE CHALLENGING ECONOMIC TIMES, WHEN HUMAN SERVICES NEEDS ARE OFTEN HEIGHTENED. ON A LONG TERM BASIS, THESE INVESTMENTS WILL ENHANCE THE ORGANIZATION'S COMMUNITY BUILDING CAPACITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 999,433. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATIONS TO OTHER CHARITIES 999,433. 1 A NEW LEAF 2306 S 1ST PLACE TULSA OK 74012 731042760 501C3 556236 0 HEALTHY COMMUNITY, FINANCIAL SECURITY ABILITY RESOURCES 823 S DETROIT STE 110 TULSA OK 74120 731000572 501C3 196345 0 HEALTHY COMMUNITY AMERICAN RED CROSS TULSA AREA CHAPTER 10151 E 11TH STREET TULSA OK 74128 730579223 501C3 451250 0 COMMUNITY RESILIENCY BIG BROTHERS BIG SISTERS OF OKLAHOMA 1306 S DENVER AVE TULSA OK 74119 731226237 501C3 277790 0 YOUTH OPPORTUNITIES BOY SCOUTS OF AMERICA (INDIAN NATIONS COUNCIL) 4295 S GARNETT ROAD TULSA OK 74146 730579230 501C3 464501 0 YOUTH OPPORTUNITIES THE BRIDGES FOUNDATION 1345 N LEWIS AVE TULSA OK 74110 730740763 501C3 228223 0 FINANCIAL SECURITY BRISTOW SOCIAL SERVICES 1705 S CHESTNUT BRISTOW OK 74010 731345471 501C3 97580 0 FINANCIAL SECURITY BROKEN ARROW NEIGHBORS 315 W COLLEGE BROKEN ARROW OK 74012 731195548 501C3 80192 0 FINANCIAL SECURITY BROKEN ARROW SENIORS INC 1800 S MAIN ST BROKEN ARROW OK 74012 731325797 501C3 41843 0 HEALTHY COMMUNITY CAMP FIRE USA GREEN COUNTRY COUNCIL INC 706 S BOSTON AVE TULSA OK 74119 730579231 501C3 322894 0 YOUTH OPPORTUNITIES CARING COMMUNITY FRIENDS INC OF SAPULPA PO BOX 1524 SAPULPA OK 74067 731429214 501C3 80000 0 FINANCIAL SECURITY CENTER FOR EMPLOYMENT OPPORTUNITIES 321 S BOSTON AVE SUITE 300 TULSA OK 74103 133843322 501C3 150000 0 FINANCIAL SECURITY CHILD ADVOCACY NETWORK 2829 S SHERIDAN ROAD TULSA OK 74129 731325326 501C3 280125 0 YOUTH OPPORTUNITIES CITY YEAR 15 E 5TH ST TULSA OK 74103 222882549 501C3 150000 0 YOUTH OPPORTUNITIES CLUBHOUSE TULSA 925 S YALE AVE TULSA OK 74112 731447897 501C3 33333 0 HEALTHY COMMUNITY COMMUNITY ACTION PROJECT OF TULSA COUNTY 5330 E 31ST STREET SUITE 300 TULSA OK 74135 731019247 501C3 686031 0 YOUTH OPPORTUNITIES, FINANCIAL SECURITY CREEK COUNTY LITERACY PROGRAM 15 N POPLAR SAPULPA OK 74066 731376512 501C3 34655 0 COMMUNITY RESILIENCY, YOUTH OPPORTUNITIES CROSSTOWN LEARNING CENTER 2501 E ARCHER STREET TULSA OK 74110 730782748 501C3 175000 0 YOUTH OPPORTUNITIES DOMESTIC VIOLENCE INTERVENTION SERVICES 3124 E APACHE ST TULSA OK 74110 731028332 501C3 931425 0 HEALTHY COMMUNITY 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 1156968 0 HEALTHY COMMUNITY, YOUTH OPPORTUNITIES GIRL SCOUTS OF EASTERN OKLAHOMA 4810 S 129TH E AVE TULSA OK 74134 730579240 501C3 351135 0 YOUTH OPPORTUNITIES GLOBAL GARDENS PO BOX 52034 TULSA OK 74152 205717276 501C3 68120 0 YOUTH OPPORTUNITIES GOODWILL INDUSTRIES OF TULSA 2800 SOUTHWEST BLVD TULSA OK 74107 730614297 501C3 651351 0 FINANCIAL SECURITY GRAND MENTAL HEALTH 6333 E SKELLY DRIVE TULSA OK 74135 731039733 501C3 200000 0 HEALTHY COMMUNITY HOSPICE OF GREEN COUNTRY 1120 S BOSTON AVE 200 TULSA OK 74119 731261742 501C3 123178 0 HEALTHY COMMUNITY KIPP ACADEMY 1661 E VIRGIN STREET TULSA OK 74106 113740269 501C3 353875 0 YOUTH OPPORTUNITIES LEGAL AID SERVICES OF OKLAHOMA 907 S DETROIT SUITE 725 TULSA OK 74120 731022203 501C3 442481 0 FINANCIAL SECURITY LIFE SENIOR SEVICES 5950 E 31ST STREET TULSA OK 74135 731043783 501C3 858431 0 HEALTHY COMMUNITY, COMMUNITY RESILIENCY, FINANCIAL SECURITY MENTAL HEALTH ASSOCIATION OKLAHOMA 5330 E 31ST STREET SUITE 1000 TULSA OK 74135 730657931 501C3 551917 0 HEALTHY COMMUNITY, COMMUNITY RESILIENCY, FINANCIAL SECURITY MORTON COMPREHENSIVE HEALTH SERVICES 1334 NORTH LANSING AVE TULSA OK 74106 731177858 501C3 375000 0 HEALTHY COMMUNITY, FINANCIAL SECURITY MADISON STRATEGIES GROUP 907 S DETROIT SUITE 210 TULSA OK 74120 272323749 501C3 150000 0 FINANCIAL SECURITY OKMULGEE COUNTY FAMILY RESOURCE CENTER 1501 S CREEK AVE OKMULGEE OK 74447 731332643 501C3 129634 0 HEALTHY COMMUNITY, YOUTH OPPORTUNITIES OKMULGEE OKFUSKEE COUNTY YOUTH SERVICES 1950 N OKMULGEE OKMULGEE OK 74447 731486908 501C3 127197 0 HEALTHY COMMUNITY, YOUTH OPPORTUNITIES OPERATION AWARE OKLAHOMA 7226 E 41ST ST TULSA OK 74145 731112912 501C3 142778 0 HEALTHY COMMUNITY OWASSO COMMUNITY RESOURCES 109 N BIRCH SUITE 109 OWASSO OK 74055 731445318 501C3 60660 0 FINANCIAL SECURITY PALMER CONTINUUM OF CARE INC 5319 S LEWIS AVENUE SUITE 219 TULSA OK 74105 562302027 501C3 445274 0 HEALTHY COMMUNITY THE PARENT CHILD CENTER OF TULSA 1421 S BOSTON AVENUE TULSA OK 74119 731113167 501C3 618249 0 YOUTH OPPORTUNITIES, SAFE BABIES COURT READING PARTNERS 110 WEST 7TH STREET TULSA OK 74119 770568469 501C3 293750 0 YOUTH OPPORTUNITIES THE SALVATION ARMY 1616 S MAIN TULSA OK 74119 730579266 501C3 1300515 0 FINANCIAL SECURITY, YOUTH OPPORTUNITIES SAND SPRINGS COMMUNITY SERVICES 15 E 2ND STREET SAND SPRINGS OK 74063 730582550 501C3 72079 0 FINANCIAL SECURITY SHOW INC 425 W WELLS ST SAPULPA OK 74066 731028650 501C3 116732 0 HEALTHY COMMUNITY, FINANCIAL SECURITY STREET SCHOOL 1135 S YALE AVE TULSA OK 74112 730942963 501C3 465007 0 YOUTH OPPORTUNITIES THE ARC OF OKLAHOMA 2516 E 71ST STE ST A TULSA OK 74136 731749376 501C3 186974 0 COMMUNITY RESILIENCY, HEALTHY COMMUNITY THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES 815 S UTICA AVE TULSA OK 74104 736070545 501C3 498942 0 HEALTHY COMMUNITY TRISTESSE GRIEF CENTER 2502 E 71ST STREET TULSA OK 74136 731619790 501C3 97500 0 HEALTHY COMMUNITY TULSA BOYS HOME PO BOX 1101 TULSA OK 74101 730579242 501C3 343495 0 HEALTHY COMMUNITY TULSA CARES 3712 E 11TH STREET TULSA OK 74112 731388569 501C3 533763 0 HEALTHY COMMUNITY, FINANCIAL SECURITY TULSA CASA INC 700 S BOSTON AVE 230 TULSA OK 74119 731312870 501C3 112609 0 YOUTH OPPORTUNITIES TULSA DAY CENTER 415 W ARCHER TULSA OK 74103 731557819 501C3 255000 0 FINANCIAL SECURITY WAGONER AREA NEIGHBORS PO BOX 933 WAGONER OK 74477 731351405 501C3 80000 0 FINANCIAL SECURITY YMCA OF GREATER TULSA 2405 E SKELLY DRIVE TULSA OK 74105 730579269 501C3 757886 0 HEALTHY COMMUNITY, YOUTH OPPORTUNITIES YOUTH AT HEART 6026 S SHERIDAN ROAD TULSA OK 74145 731043630 501C3 300000 0 YOUTH OPPORTUNITIES YOUTH SERVICES OF CREEK COUNTY 1025 E GRAYSON AVE SAPULPA OK 74066 731301335 501C3 173500 0 HEALTHY COMMUNITY, YOUTH OPPORTUNITIES YOUTH SERVICES OF TULSA 311 S MADISON AVE TULSA OK 74120 730785251 501C3 890461 0 HEALTHY COMMUNITY, YOUTH OPPORTUNITIES, FINANCIAL SECURITY YWCA TULSA 1910 S LEWIS AVE SUITE 200 TULSA OK 74104 730579296 501C3 437577 0 HEALTHY COMMUNITY, COMMUNITY RESILIENCY 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 TULSA REGIONAL CHAMBER 1 W 3RD ST TULSA OK 74103 730488250 501C3 12500 0 BRIDGE TO THE FUTURE TULSA HIGHER EDUCATION CONSORTIUM - A COMPONENT OF TULSA COMMUNITY FOUNDATI 12 N CHEYENNE AVE 411 TULSA OK 74103 731554474 501C3 20000 0 INCREASE FAFSA COMPLETION CATHOLIC CHARITIES 2450 N HARVARD AVE TULSA OK 74115 731171950 501C3 150000 0 HEALTHY COMMUNITY MEALS ON WHEELS 12620 E 31ST STREET TULSA OK 74146 731125389 501C3 50000 0 HEALTHY COMMUNITY SMILES OF FAITH 1301 S BOSTON AVE TULSA OK 74119 834676066 501C3 90000 0 HEALTHY COMMUNITY OKLAHOMA ACCESS TO JUSTICE FOUNDATION 907 S DETROIT AVEM SUITE 725 TULSA OK 74120 131837418 501C3 45000 0 INNOVATION GRANT IN SUPPORT OF PLAIN LANGUAGE EDUCATIONAL VIDEOS TO PROMOTE TENANT RIGHTS AND RESPONSIBILITIES EAST TULSA MAIN STREET 11740 E 21ST STREET TULSA OK 74129 851821588 501C3 45000 0 INNOVATION GRANT IN SUPPORT OF A NEIGHBORHOOD BASED CIVIC ENGAGEMENT PROGRAM IN THE TULSA GLOBAL DISTRICT EMPOWER- ED 8219 E 32ND PLACE TULSA OK 74145 131837418 501C3 45000 0 INNOVATION GRANT IN SUPPORT OF PERSONALIZED ACADEMIC GUIDANCE, EMOTIONAL GROWTH, AND PATHWAYS TO POSTSECONDARY SUCCESS FOR UNDERPRIVILEGED YOUTH. WILL'S HOUSE 806 W 118TH ST S JENKS OK 74037 851160336 501C3 60000 0 INNOVATION GRANT IN SUPPORT OF PROVIDING CUSTOMIZED RESPITE CARE TO SUPPORT FAMILIES CARING FOR CHILDREN OR YOUNG ADULTS WITH DISABILITIES TULSA BLACK MENTAL HEALTH ALLIANCE 8988 S SHERIDAN ROAD SUITE D-2 TULSA OK 74133 993236572 501C3 20000 0 INNOVATION GRANT IN SUPPORT OF AN ONLINE DIRECTORY AND RESOURCE HUB TO IMPROVE MENTAL HEALTH OUTCOMES CENTER FOR HOUSING SOLUTIONS 110 S HARTFORD AVE TULSA OK 74120 844733422 501C3 196000 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 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. HUNGER FREE OKLAHOMA 907 S DETROIT AVE 600 TULSA OK 74120 731554474 501C3 113000 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 TULSA REGIONAL STEM ALLIANCE 5005 S DARLINGTON AVE TULSA OK 74120 814051559 501C3 76000 0 COMMUNITY COLLABORATIVE IN SUPPORT OF EDUCATION OKMULGEE COUNTY HOMELESS SHELTER 214 N MORTON AVE OKMULGEE OK 74441 731485176 501C3 93000 0 BRIDGE FUNDING IN SUPPORT OF FINANCIAL SECURITY FOUNDATION FOR TULSA SCHOOLS 3027 S NEW HAVEN AVE TULSA OK 74114 731612027 501C3 160000 0 STRONG TOMORROWS COMMUNITY HEALTH CONNECTION 2321 E 3RD STREET TULSA OK 74104 043766364 501C3 78000 0 BRIDGE FUNDING IN SUPPORT OF HEALTH COMMUNITY UNITED WAY OF ROGERS AND MAYES COUNTIES PO BOX 1165 CLAREMORE OK 74018 731249045 501C3 65000 0 FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS 77 0 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 CEO 266746 0 70000 0 0 0 26373 0 24611 0 387730 0 0 0 MEYER CARLA CHIEF ADMINISTRATIVE OFFICER 150675 0 24125 0 0 0 14608 0 25458 0 214866 0 0 0 SADLER BRENT CHIEF ORG DEV AND TRANSFORMATION OFF 120461 0 19375 0 0 0 11734 0 25458 0 177028 0 0 0 QUALLS CYNTHIA CHIEF RESOURCE DEVELOPMENT OFFICER 116664 0 18450 0 0 0 11166 0 8433 0 154713 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. X 2065 287249 VALUE ON DONATION DATE X ITEMS FOR ONLINE AUCTION 25 17183 FAIR MARKET VALUE X FOOD 4 1825 FAIR MARKET VALUE 0 0 0 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 AMENDED AND RESTATED THE CERTIFICATE OF INCORPORATION AND THE BYLAWS AS A PART OF THE ORGANIZATION'S OVERALL UPDATE FOR ITS CURRENT PRACTICES. 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 A, LINE 7A THE DIRECTORS ARE ELECTED BY THE MEMBER/DIRECTORS. 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.