2025-11-12T11:51:05+00:00 2024-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-01-01 730589829 United Way of Central Oklahoma Inc UNIT 4055233518 1444 NW 28TH Street Oklahoma City OK 73106 Christopher Bell CFO 4055233518 2025-11-12 true Andrew Gray P01517705 9727028262 2025-11-17 2024 2025-03-06 01:10:19Z RACHEL C HOLT 1444 NW 28TH Street Oklahoma City OK 73106 19436689 false X WWW.UNITEDWAYOKC.ORG X 1952 OK CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE WELL BEING OF THOSE IN OUR COMMUNITY. 77 77 48 2330 0 18252281 18362667 244871 298053 717260 738455 2584 28294 19216996 19427469 13483097 14209713 0 2650578 2778054 0 1322193 3283621 2033537 19417296 19021304 -200300 406165 31342091 32028776 6218124 6356977 25123967 25671799 UNITED WAY OF CENTRAL OKLAHOMA IS COMMITTED TO CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE WELL BEING OF THOSE IN OUR COMMUNITY. false false 16404566 14209713 324317 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 NONPROFIT AGENCIES WHO SERVE THE LOCAL NEEDS OF COMMUNITIES WITHIN SEVEN CENTRAL OKLAHOMA COUNTIES AND BY OFFERING LOCAL VOLUNTEER OPPORTUNITIES TO SUPPORT THEIR SERVICES. 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, UNITED WAY OF CENTRAL OKLAHOMA 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 AND TRAINING PARTICIPANTS WHO ARE THEN PAIRED WITH NONPROFIT AGENCIES IN THE CENTRAL OKLAHOMA AREA TO SERVE AS A BOARD MEMEBER. 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 SUBMIT AN 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. PLACEMENTS ARE BASED ON BOARD NEEDS AND THE SPECIFIC TALENTS AND INTERESTS OF THE PARTICIPANTS. 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. 16404566 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 false false true false false false true false false false false false true 17 0 true 48 true false false false false false true true false false false false false false X 77 77 false false false false false false false true true false false false true true true true true true true true false false OK X X CHRISTOPHER BELL 4055233518 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 BRADLEY KRIEGER ASSISTANT TREASURER 1.0 0.0 X X 0 0 0 JUDY LOVE SECRETARY 1.0 0.0 X X 0 0 0 LANE R NEAL ASSISTANT SECRETARY 1.0 0.0 X X 0 0 0 MARK FUNKE CHAIR ELECT 1.0 0.0 X X 0 0 0 RICK MCCUNE TREASURER 1.0 0.0 X X 0 0 0 SHANE WHARTON BOARD CHAIR 2.0 0.0 X X 0 0 0 AARON J JACK DIRECTOR 1.0 0.0 X 0 0 0 BRENT HENSLEY DIRECTOR 1.0 0.0 X 0 0 0 BRUCE LAWRENCE DIRECTOR 1.0 0.0 X 0 0 0 CAROLINE IKARD DIRECTOR 1.0 0.0 X 0 0 0 CHAD WILKERSON DIRECTOR 1.0 0.0 X 0 0 0 CHERI SHEPARD DIRECTOR 1.0 0.0 X 0 0 0 CHRISTY GILLENWATER DIRECTOR 1.0 0.0 X 0 0 0 CLAY FARHA DIRECTOR 1.0 0.0 X 0 0 0 CRAIG ABBOTT DIRECTOR 1.0 0.0 X 0 0 0 CRAIG FREEMAN DIRECTOR 1.0 0.0 X 0 0 0 CYNDA C OTTAWAY DIRECTOR 1.0 0.0 X 0 0 0 DAN BOREN DIRECTOR 1.0 0.0 X 0 0 0 DANA HORNBECK DIRECTOR 1.0 0.0 X 0 0 0 DAVE LOPEZ DIRECTOR/INVESTMENT CHAIR 1.0 0.0 X 0 0 0 DAVE ORTLOFF DIRECTOR 1.0 0.0 X 0 0 0 DAVID CARPENTER DIRECTOR/R&C INITIATIVES CHAIR 1.0 0.0 X 0 0 0 DAVID HARLOW DIRECTOR 1.0 0.0 X 0 0 0 DAVID LLOYD DIRECTOR 1.0 0.0 X 0 0 0 DAVID SCHROEDER DIRECTOR 1.0 0.0 X 0 0 0 DAVID THOMPSON DIRECTOR 1.0 0.0 X 0 0 0 DAVID WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 DOUG STUSSI DIRECTOR 1.0 0.0 X 0 0 0 DR KRISHNA R MURALI DIRECTOR 1.0 0.0 X 0 0 0 ED MARTIN DIRECTOR 1.0 0.0 X 0 0 0 GARY RASKOB DIRECTOR 1.0 0.0 X 0 0 0 GREG WHEELER DIRECTOR 1.0 0.0 X 0 0 0 HEATHER SCOTT DIRECTOR 1.0 0.0 X 0 0 0 HILLARY FARRELL DIRECTOR 1.0 0.0 X 0 0 0 JASON CLARK DIRECTOR 1.0 0.0 X 0 0 0 JEAN LEGER JR DIRECTOR 1.0 0.0 X 0 0 0 JEFF NAPOLIELLO DIRECTOR 1.0 0.0 X 0 0 0 JENEE LISTER DIRECTOR/CAMPAIGN CO-CHAIR 1.0 0.0 X 0 0 0 JENNY LOVE-MEYER DIRECTOR/CAMPAIGN CO-CHAIR 1.0 0.0 X 0 0 0 JEROME A HOLMES DIRECTOR/E&D CHAIR 1.0 0.0 X 0 0 0 JIM COUCH DIRECTOR 1.0 0.0 X 0 0 0 JIM ROTH DIRECTOR 1.0 0.0 X 0 0 0 JIMMY CURRY DIRECTOR/LABOR CHAIR 1.0 0.0 X 0 0 0 JOHN MCNAMARA DIRECTOR 1.0 0.0 X 0 0 0 JUSTIN BRADY DIRECTOR 1.0 0.0 X 0 0 0 KATHY L WILLIAMS DIRECTOR/NOMINATING CHAIR 1.0 0.0 X 0 0 0 KATIE MCQUEEN DIRECTOR 1.0 0.0 X 0 0 0 KEVIN O'CONNOR DIRECTOR 1.0 0.0 X 0 0 0 KIRK HALL DIRECTOR 1.0 0.0 X 0 0 0 KIRK MAMMEN DIRECTOR 1.0 0.0 X 0 0 0 KRISTIN PECK DIRECTOR/C&E CHAIR 1.0 0.0 X 0 0 0 LARRY NICHOLS DIRECTOR 1.0 0.0 X 0 0 0 MARCUS TILLEY DIRECTOR 1.0 0.0 X 0 0 0 MARK BEHRMAN DIRECTOR 1.0 0.0 X 0 0 0 MARK HELM DIRECTOR 1.0 0.0 X 0 0 0 MARK LISLE DIRECTOR/COMMUNITY INVESTMENT CHAIR 1.0 0.0 X 0 0 0 MARK WHITMAN DIRECTOR/AUDIT CHAIR 1.0 0.0 X 0 0 0 MARK WOOD DIRECTOR 1.0 0.0 X 0 0 0 MARSHA INGERSOLL DIRECTOR 1.0 0.0 X 0 0 0 MEG SALYER DIRECTOR 1.0 0.0 X 0 0 0 NATALIE SHIRLEY DIRECTOR/ADMINSTRATION CHAIR 1.0 0.0 X 0 0 0 NICK DELL'OSSO DIRECTOR 1.0 0.0 X 0 0 0 NICK SAMARRIPAS DIRECTOR 1.0 0.0 X 0 0 0 PERRY H SNEED DIRECTOR 1.0 0.0 X 0 0 0 RANDY K ROPER DIRECTOR 1.0 0.0 X 0 0 0 RICK MUNCRIEF DIRECTOR 1.0 0.0 X 0 0 0 ROBERTA B FIELDS DIRECTOR/HR CHAIR 1.0 0.0 X 0 0 0 ROBIN ROBERSON DIRECTOR 1.0 0.0 X 0 0 0 ROY H WILLIAMS DIRECTOR 1.0 0.0 X 0 0 0 SAM SIMS DIRECTOR 1.0 0.0 X 0 0 0 SARAH ROBERTS DIRECTOR 1.0 0.0 X 0 0 0 SEAN CUMMINGS DIRECTOR 1.0 0.0 X 0 0 0 SEAN MCDANIEL DIRECTOR 1.0 0.0 X 0 0 0 SEAN TRAUSCHKE DIRECTOR 1.0 0.0 X 0 0 0 SHANDY BELFORD DIRECTOR 1.0 0.0 X 0 0 0 SHERRI LANCE DIRECTOR/STRATEGIC GROWTH CHAIR 1.0 0.0 X 0 0 0 STEVE HART DIRECTOR 1.0 0.0 X 0 0 0 TIM O'CONNOR DIRECTOR 1.0 0.0 X 0 0 0 TIMOTHY PEHRSON DIRECTOR 1.0 0.0 X 0 0 0 TODD DOBSON DIRECTOR 1.0 0.0 X 0 0 0 TONY SHINN DIRECTOR 1.0 0.0 X 0 0 0 VICTOR FLORES DIRECTOR 1.0 0.0 X 0 0 0 WES MILBOURN DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM SCHONACHER DIRECTOR 1.0 0.0 X 0 0 0 CHRISTOPHER P BELL CFO 45.0 0.0 X 111348 0 32853 RACHEL C HOLT PRESIDENT & CEO 45.0 0.0 X 203716 0 13995 ASHLEIGH SORREL ROSE CDO 45.0 0.0 X 102713 0 41017 NINA DAYLOR COO 45.0 0.0 X 134214 0 35095 551991 0 122960 4 false true false 0 61590 34041 18267036 361531 18362667 FEDERATED CAMPAIGN ADMIN FEE 900099 298053 298053 0 0 0 0 298053 738455 738455 0 0 0 0 11250 34041 9220 2030 2030 MISCELLANEOUS REVENUE 900099 26264 26264 0 0 0 0 26264 19427469 324317 0 740485 14209713 14209713 361911 141175 110358 110378 1858505 724970 566718 566817 57478 22421 17527 17530 330412 128888 100753 100771 169748 66216 51761 51771 47195 47195 68947 28117 14117 26713 102398 33523 3536 65339 71464 24170 20748 26546 167191 61984 56745 48462 73790 27301 25144 21345 16163 5599 3716 6848 7581 2754 1243 3584 215183 108416 50504 56263 252178 98370 76897 76911 78597 30659 23967 23971 BAD DEBT EXPENSE 384608 384608 MISCELLANEOUS 248888 140164 41538 67186 TELEPHONIC INTERPRETATION 147435 147435 City & State Campaign Expense 88944 44468 44476 62975 18083 37610 7282 19021304 16404566 1294545 1322193 16490031 15338435 1196212 1526340 7662571 8866500 0 70034 0 0 0 0 213582 115205 6186508 3736303 2631327 2450205 0 0 3148368 3662057 31342091 32028776 960356 743157 5257768 5613820 0 0 0 0 6218124 6356977 23662711 24812091 1461256 859708 25123967 25671799 31342091 32028776 X 406165 141667 X false true true false X 22280702 17026848 20631474 18252281 18004324 96195629 0 0 22280702 17026848 20631474 18252281 18004324 96195629 6794024 89401605 198701 277790 84997 724975 738455 2024918 2584 2030 4614 0 0 0 0 0 0 98225161 1259003 0.91017 0.91775 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3322820 78238 319334 3720392 2869853 99829 353138 3322820 2342061 818340 -290548 2869853 1706139 406554 229368 2342061 1480231 1105 237833 4700 8330 1706139 0.7482 0.2518 0.0 true false 85000 85000 4469438 2304948 2164490 1080416 905368 175048 551654 525987 25667 2450205 BENEFICIAL INTEREST IN ASSETS 3662057 3662057 0 19496134 141667 302385 9220 453272 19042862 0 0 19042862 18948302 302385 9220 311605 18636697 0 0 18636697 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 2024. 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. The Hole Shebang 45291 34041 11250 22 5299 160 3739 0 0 45291 34041 11250 22 5299 160 3739 9220 2030 true ANNUAL CAMPAIGN SEE ATTACHMENT Oklahoma City OK 00000 000000000 501(c)(3) 11176439 PARTNER AGENCY ALLOCATION CITY CAMPAIGN SEE ATTACHMENT Oklahoma City OK 00000 000000000 501(c)(3) 470682 FEDERATED CAMPAIGN DESIGNATION STATE CAMPAIGN SEE ATTACHMENT Oklahoma City OK 00000 000000000 501(c)(3) 241382 FEDERATED CAMPAIGN DESIGNATION COMBINED FEDERAL CAMPAIGN SEE ATTACHMENT Oklahoma City OK 00000 000000000 501(c)(3) 38076 FEDERATED CAMPAIGN DESIGNATION DISASTER RELIEF SEE ATTACHMENT Oklahoma City OK 00000 000000000 501(c)(3) 67133 Disaster Assistance DONOR DIRECTED DESIGNATIONS SEE ATTACHMENT Oklahoma City OK 00000 000000000 501(c)(3) 903000 DONOR DIRECTED DESIGNATION 79 0 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. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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. X X X false false false false false false false true false RACHEL C HOLT PRESIDENT & CEO 203716 0 0 0 0 0 1614 0 12381 0 217711 0 0 0 NINA DAYLOR COO 130664 0 3550 0 0 0 6500 0 28595 0 169309 0 0 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. X 13880 Market value 7 287275 Market value X EVENT SUPPLIES 22 35016 Market value X CAMPAIGN PRIZES 2 15330 Market value X IT EQUIPMENT 1 10030 Market value 0 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, Line 11b Review of form 990 by governing body 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, Line 12c 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, Line 15a Process to establish compensation of top management official The Human Resource Committee, composed of voting board members and independent human resources professionals, approved salary ranges for all positions on November 8, 2022. Each year, United Way of Central Oklahoma (UWCO) develops an annual budget that includes compensation. The Finance Committee reviews and approves the budget during its November meeting. The budget is subsequently submitted to and approved by both the Executive Committee and the full Board of Directors in December. The Executive Committee conducts a formal annual performance evaluation of the President & CEO in December. Documentation of this evaluation is maintained by the Human Resources department. Based on the results of the evaluation, the Executive Committee may recommend adjustments to base compensation or award a performance-based bonus. Form 990, Part VI, Line 15b Process to establish compensation of other employees Salary ranges for all positions were approved by the Human Resource Committee, which includes voting board members and independent HR professionals, on November 8, 2022. UWCO incorporates compensation into its annual budget, which is reviewed and approved by the Finance Committee in November and subsequently approved by the Executive Committee and Board of Directors in December. All other officers and key employees undergo a formal annual performance evaluation conducted by their direct supervisor in February. These evaluations are reviewed by the Vice President of Human Resources and then by the President & CEO. Evaluation documentation is retained by the Human Resources department. Merit-based increases in base pay or performance bonuses may be awarded based on the results of these evaluations. Form 990, Part VI, Line 19 Required documents available to the public 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 XI, Line 9 Other changes in net assets or fund balances CHANGE IN BENEFICIAL INTEREST - 141667; Total - 141667; 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 A, LINE 1A DELEGATION OF AUTHORITY ARTICLE VI, SECTION 1, OF THE ORGANIZATION'S BYLAWS ESTABLISHES AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE 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 2024. 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 233207 0 UWCO UNITED WAY OF CANADIAN COUNTY LLC 1444 NW 28TH STREET OKLAHOMA CITY OK 73106 300092336 FUNDRAISING OK 331802 0 UWCO Schedule R, Part I 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.