2025-11-13T12:44:09-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-01-01 731019247 COMMUNITY ACTION PROJECT OF TULSA COUNTY INC COMM 9183823200 5330 E 31ST STREET 300 TULSA OK 74135 MICHAEL MADSEN CHIEF FINANCIAL OFFICER 9183823200 2025-11-13 1 1 QUINN DUGAN P02267768 6082741980 2025-11-13 2024 2025-03-06 01:10:19Z KAREN TILKIN 5330 E 31ST STREET 300 TULSA OK 74135 68854562 0 X WWW.CAPTULSA.ORG X 1974 OK TO HELP YOUNG CHILDREN IN LOWER-INCOME FAMILIES GROW UP AND ACHIEVE ECONOMIC SUCCESS. 14 14 703 533 0 0 63123480 62489805 2995898 3708877 1677256 2506957 114918 148923 67911552 68854562 15565733 17516375 0 0 41095585 43567515 0 0 0 12789180 11153315 69450498 72237205 -1538946 -3382643 74773316 70865350 16121810 14731482 58651506 56133868 X COMMUNITY ACTION PROJECT OF TULSA COUNTY INC.'S (CAP TULSA) MISSION IS TO HELP YOUNG CHILDREN IN LOWER-INCOME FAMILIES GROW UP AND ACHIEVE ECONOMIC SUCCESS. 0 0 61348545 17390073 3708877 EARLY CHILDHOOD EDUCATION: CAP TULSA'S EARLY CHILDHOOD PROGRAM PROVIDES EARLY LEARNING AND CARE SERVICES FOR ELIGIBLE FAMILIES WITH CHILDREN UNDER THE AGE OF FIVE. THE PROGRAM SUPPORTS CHILDREN'S DEVELOPMENT THROUGH A CURRICULUM PROMOTING SOCIAL-EMOTIONAL, LANGUAGE, COGNITIVE, AND MOTOR SKILLS TO PREPARE CHILDREN FOR KINDERGARTEN. AS A HEAD START AND EARLY HEAD START PROVIDER SERVING THE MAJORITY OF TULSA COUNTY, CAP TULSA OPERATED 10 PRESCHOOLS WITH A TOTAL CAPACITY TO SERVE OVER 1,500 CHILDREN. THROUGH COLLABORATIVE PARTNERSHIPS WITH SCHOOL DISTRICTS, SOCIAL SERVICES AGENCIES, AND HEALTHCARE PRACTITIONERS, CAP TULSA'S PROGRAM OFFERS A RANGE OF SERVICES TARGETED TO CHILDREN AND THEIR FAMILIES INCLUDING PARENTAL EDUCATION, CRISIS INTERVENTION, MEDICAL CARE, NUTRITION ASSISTANCE, AND INSTRUCTION TO CHILDREN WITH SPECIAL NEEDS.CAP TULSA ALSO PROVIDED RECURRING HOME VISITS BY PARENT EDUCATORS TO 172 ADDITIONAL FAMILIES TO HELP PARENTS BE THE PRIMARY TEACHERS OF THEIR CHILDREN.CAP TULSA ALSO OPERATED THE OKLAHOMA EARLY CHILDHOOD PROGRAM WHICH INCREASED THE QUALITY OF CARE AND INSTRUCTION TO MORE THAN 1,500 ADDITIONAL CHILDREN STATEWIDE THROUGH PARTNERSHIPS WITH 7 OTHER PROVIDERS ACROSS 6 COUNTIES TO ADVANCE BEST PRACTICES, STAFF CREDENTIALING, AND PROGRAM QUALITY THROUGH FINANCIAL AND TECHNICAL ASSISTANCE. 1216789 126303 0 FAMILY ADVANCEMENT:AS PART OF A TWO-GENERATION APPROACH, CAP TULSA OFFERS A VARIETY OF SUPPORTIVE SERVICES DIRECTLY AND THROUGH PARTNERSHIPS TO THE PARENTS AND CAREGIVERS OF THE 1,700 CHILDREN ENROLLED IN THE AGENCY'S EARLY CHILDHOOD PROGRAM. PRIMARY FAMILY ADVANCEMENT PROGRAM OPTIONS INCLUDE PARENTING SKILLS EDUCATION, FAMILY ENGAGEMENT OPPORTUNITIES, ENGLISH AS A SECOND LANGUAGE COURSES, EMERGENCY ASSISTANCE, AND SERVICES TO ALUMNI FAMILIES OF CHILDREN MOVING INTO ELEMENTARY SCHOOL. FAMILIES ALSO HAVE ACCESS TO BEHAVIORAL HEALTH PROFESSIONALS WHO PROVIDE CASE MANAGEMENT, CRISIS INTERVENTION, COUNSELING, AND REFERRALS TO OTHER COMMUNITY RESOURCES. THE GOAL OF THESE OFFERINGS IS TO FOSTER PARENTS' BASIC SECURITY, SKILLS, HEALTH AND WELLBEING SO THAT THEY MAY MAINTAIN A NURTURING AND SECURE ENVIRONMENT THAT IS VITAL FOR THEIR CHILD'S LONG-TERM SUCCESS. 141310 0 0 COMMUNITY DEVELOPMENT HOUSING:AS A NEIGHBORWORKS AMERICA AGENCY, CAP TULSA CONTRACTS WITH COMMUNITY PARTNERS TO ADVANCE AFFORDABLE HOUSING AND NEIGHBORHOOD IMPROVEMENT SERVICES. FUNDS RECEIVED BY CAP TULSA ARE SUBCONTRACED WITH TWO LOCAL NONPROFIT AGENCIES TO PROVIDE FUNDS FOR DOWN PAYMENT AND CLOSING COSTS, STAFF TRAINING, AND RESIDENT ENGAGEMENT OPPORTUNITIES IN TULSA. 62706644 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 45 0 703 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X MICHAEL MADSEN CFO 9183823239 5330 E 31ST STREET 300 TULSA OK 74135 DR ANITA EDE PRESIDENT 1.00 1.00 X X 0 0 0 BRAD CUNNINGHAM VICE PRESIDENT 1.00 1.00 X X 0 0 0 JONATHAN JOINER TREASURER 1.00 1.00 X X 0 0 0 DR JOYCE MCCLELLAN SECRETARY (THRU JULY 24') 1.00 1.00 X X 0 0 0 RYAN ALDEN DIRECTOR 1.00 1.00 X 0 0 0 DR SHERRY BEEN DIRECTOR 1.00 1.00 X 0 0 0 CARLOS BEJARANO DIRECTOR 1.00 1.00 X 0 0 0 GEORGE CHARLTON JR DIRECTOR 1.00 1.00 X 0 0 0 JIM EAST DIRECTOR (THRU MARCH 24') 1.00 1.00 X 0 0 0 DR JOHN FEDERLINE DIRECTOR 1.00 1.00 X 0 0 0 ELIZABETH GOVIG DIRECTOR 1.00 1.00 X 0 0 0 MICA HARDING DIRECTOR 1.00 1.00 X 0 0 0 DR KIRT HARTZLER DIRECTOR (THRU MAY 24') 1.00 1.00 X 0 0 0 VALERIE JARVIS DIRECTOR (THRU SEPT. 24') 1.00 1.00 X 0 0 0 SARAH PHELPS DIRECTOR 1.00 1.00 X 0 0 0 AMBER HANDY-PIPESTEM DIRECTOR 1.00 1.00 X 0 0 0 CHRISTY PTAK DIRECTOR (THRU SEPT. 24') 1.00 1.00 X 0 0 0 HITESH PUSHPRAJ DIRECTOR 1.00 1.00 X 0 0 0 PAULA SETTOON DIRECTOR 1.00 1.00 X 0 0 0 KAREN TILKIN EXECUTIVE DIRECTOR 40.00 1.00 X 329608 0 21922 MICHAEL MADSEN CHIEF FINANCIAL OFFICER 40.00 1.00 X 175250 0 14467 MICHELLE BOATRIGHT CHIEF PROGRAM OFFICER 40.00 X 177690 0 13291 CATHERYN ACKENHAUSEN CHIEF TALENT OFFICER 40.00 X 179713 0 13468 JEFF GILSTRAP DIR INFORMATION/TECHNOLOGY 40.00 X 169322 0 2846 DREW FRANCE SR DIR STRAT PLANN/IT & COMM INTS 40.00 X 167112 0 6298 LORI KERNS HR & ORG DEVELOPMENT DIRECTOR 40.00 X 141837 0 6510 1340532 0 78802 20 0 1 0 TULSA EDUCARE INC 2190 S 67TH EAST AVENUE TULSA OK 74129 CLIENT SERVICES 10095664 FAMILY & CHILDREN'S SERVICES 650 S PEORIA AVENUE TULSA OK 74120 CLIENT SERVICES 4026622 UNION PUBLIC SCHOOLS 10202 E 61ST STREET TULSA OK 74133 CLIENT SERVICES 2690248 TULSA PUBLIC SCHOOLS 7635 E 42ND PLACE TULSA OK 74145 CLIENT SERVICES 2308086 SUNBEAM FAMILY SVC 1100 NW 14TH ST OKLAHOMA CITY OK 73106 CLIENT SERVICES 1431924 23 632531 41271670 20585604 62489805 CHILD CARE FEES 624100 1946913 1946913 EARLY CHILDHOOD EDUCATION REVENUE 624100 1761964 1761964 3708877 1684756 1684756 814201 8000 0 0 814201 8000 822201 822201 MANAGEMENT FEES 561000 108000 108000 40923 40923 148923 68854562 3708877 0 2655880 15268753 15268753 2247622 2247622 484893 484893 34256703 29120683 5136020 651189 558565 92624 5556364 4672151 884213 2618366 2195686 422680 1879 1879 257453 257453 58994 58994 72554 72554 3363606 3309481 54125 97423 56715 40708 316095 61914 254181 1024356 313661 710695 3124378 2901764 222614 119712 92897 26815 256938 173114 83824 854519 385829 468690 199755 164878 34877 PROGRAM SUPPLIES 433389 433389 REPAIRS AND MAINTENANCE 295356 176964 118392 SERVICES PROVIDED 279610 273156 6454 SMALL EQUIPMENT 274487 176611 97876 122811 122811 72237205 62706644 9530561 0 214178 90423 13478039 8933505 0 200000 5333630 7450294 2980731 2828529 704938 711379 12848152 4466898 9067192 8381254 30301072 33462776 361541 392718 12331995 8414472 74773316 70865350 7544104 6430827 199845 306212 2980731 2828529 5397130 5165914 16121810 14731482 X 51218940 51881895 7432566 4251973 58651506 56133868 74773316 70865350 -3382643 865096 -91 0 X 0 1 X 1 1 1 X 55688705 57900891 61523755 63123480 62489805 300726636 55688705 57900891 61523755 63123480 62489805 300726636 300726636 1091648 997967 850303 1668892 1684756 6293566 1285880 113306 141005 114918 148923 1804032 308824234 12505715 0.97380 0.97200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5248 53746 58994 72178211 72237205 1000000 250000 0 0 1000000 1000000 1500000 58994 58994 250000 250000 375000 5248 5248 0 0 8049898 854169 8904067 6962051 1087847 8049898 8339795 -1362636 15108 6962051 7677731 812064 150000 8339795 210577 7000000 467154 7677731 1.00000 0.00000 0.00000 1 0 4770209 720245 4049964 3366285 960794 2405491 2675542 1167473 1508069 2036116 1618386 417730 8381254 ESCROW FUNDS 3248558 OPERATING LEASE ROU ASSET 5165914 8414472 OPERATING LEASE LIABILITY 5165914 5165914 X PART IV, LINE 2B: IN ACCORDANCE WITH A MULTI-PARTY MEMORANDUM OF UNDERSTANDING, COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. (CAP TULSA) HAS SET UP AN ESCROW FUND TO HOLD CASH IN THE FORM OF MONEY MARKET FUNDS AND INVESTMENTS RECEIVED FOR THE BENEFIT OF THE EARLY CHILDHOOD PROGRAMS. THE ESCROW FUND IS TO BE MANAGED BY CAP TULSA AND USED TO SUPPORT THE OPERATIONAL COSTS OF 26 CLASSROOMS. TULSA EDUCARE, INC. (TEI) IS ENTITLED TO A PROPORTIONATE AMOUNT OF THE ESCROW FUNDS TO SUPPORT 16 OF THOSE 26 CLASSROOMS AND CAP TULSA HAS THE ULTIMATE DISCRETION FOR THE DISTRIBUTION TO TEI. THE REMAINING BALANCE IS TO BE USED TO SUPPORT 10 CLASSROOMS OPERATED BY CAP TULSA. THE BALANCE IN ESCROW FUNDS AS OF DECEMBER 31, 2024 WAS $3,248,558. PART V, LINE 4: TULSA COMMUNITY FOUNDATION HOLDS ENDOWMENT FUNDS FOR THE BENEFIT OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC (CAP TULSA). CAP TULSA INTENDS TO USE THE ENDOWMENT TO FUND CLASSROOM EXPANSION AND OTHER EARLY CHILDHOOD ACTIVITIES. PART X, LINE 2: THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATIONS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 TULSA HABITAT FOR HUMANITY 6235 E 13TH STREET TULSA OK 74112 731325063 501(C)(3) 127400 0 NEIGHBORHOOD STABILIZATION PROGRAMS CROSSTOWN LEARNING CENTER INC 2501 E ARCHER TULSA OK 74110 730782748 501(C)(3) 218103 0 EARLY CHILDHOOD PROGRAMS THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TULSA 420 SOUTH MAIN STE 200 TULSA OK 74103 730579269 501(C)(3) 258019 0 EARLY CHILDHOOD PROGRAMS LIFT COMMUNITY ACTION AGENCY 209 N 4TH STREET HUGO OK 74743 730772321 501(C)(3) 183829 0 EARLY CHILDHOOD PROGRAMS UNION PUBLIC SCHOOLS 6636 S MINGO ROAD TULSA OK 74133 730998080 STATE OF OKLAHOMA 2683806 0 EARLY CHILDHOOD PROGRAMS SUNBEAM FAMILY SERVICES INC 1100 NW 14TH STREET OKLAHOMA CITY OK 73106 730590119 501(C)(3) 1431924 0 EARLY CHILDHOOD PROGRAMS TULSA EDUCARE INC 2190 S 67TH EAST AVENUE TULSA OK 74129 201232950 501(C)(3) 10095664 0 EARLY CHILDHOOD PROGRAMS GROWING TOGETHER INC 20 E 5TH STREET STE 1020 TULSA OK 74103 451572366 501(C)(3) 20091 0 NEIGHBORHOOD STABILIZATION PROGRAMS CROSSROADS YOUTH & FAMILY SERVIVCES INC 1333 W MAIN STREET NORMAN OK 73069 731254978 501(C)(3) 189930 0 EARLY CHILDHOOD PROGRAMS PLAY HARD LLC 8730 E SKELLY DRIVE TULSA OK 74129 471519401 33244 0 EARLY CHILDHOOD PROGRAMS UNITED COMMUNITY ACTION PROGRAM INC 501 6TH STREET PAWNEE OK 74058 730777705 501(C)(3) 26743 0 EARLY CHILDHOOD PROGRAMS 10 1 CHILD MEALS 2118 2121320 FAIR MARKET VALUE MEALS PROVIDED FOR EARLY CHILDHOOD PROGRAMS OTHER ASSISTANCE INCLUDING CAR SEATS, DIAPERS, FOOD AND MATTRESSES. 192 76372 FAIR MARKET VALUE CAR SEATS, DIAPERS, FOOD, TRANSPORTATION, NATURAL DISASTER (WIND STORM), HEALTH, FUEL RENT & UTILITIES ASSISTANCE 60 49930 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE WITH FEDERAL FUNDING AUTHORITY GUIDELINES. X X 0 0 0 0 0 0 0 0 0 KAREN TILKIN EXECUTIVE DIRECTOR 307686 0 0 0 21922 0 10050 0 11872 0 351530 0 0 0 CATHERYN ACKENHAUSEN CHIEF TALENT OFFICER 166245 0 0 0 13468 0 5542 0 7926 0 193181 0 0 0 MICHELLE BOATRIGHT CHIEF PROGRAM OFFICER 164399 0 0 0 13291 0 5506 0 7785 0 190981 0 0 0 MICHAEL MADSEN CHIEF FINANCIAL OFFICER 160783 0 0 0 14467 0 5524 0 8943 0 189717 0 0 0 DREW FRANCE SR DIR STRAT PLANN/IT & COMM INTS 160814 0 0 0 6298 0 5039 0 1259 0 173410 0 0 0 JEFF GILSTRAP DIR INFORMATION/TECHNOLOGY 166476 0 0 0 2846 0 441 0 2405 0 172168 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED AT A BOARD MEETING AND IS DISTRIBUTED TO BOARD MEMBERS BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. THE CHIEF FINANCIAL OFFICER PRESENTS THE DOCUMENT AT A FINANCE COMMITTEE MEETING AND HIGHLIGHTS ANY SIGNIFICANT ITEMS. THE FINANCE COMMITTEE MEMBERS VOICE ANY QUESTIONS OR CONCERNS AT THE MEETING. EVERY BOARD MEMBER HAS AN OPPORTUNITY TO ASK QUESTIONS ABOUT THE RETURN PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE AND AGAIN WHEN PRESENTED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND CONFIRMED ANNUALLY IN THE BOARD ORIENTATION. IF ANY CONFLICT EXISTS AT MEETINGS REGARDING SUBJECT/TOPIC, IT IS DISCUSSED. ANY INDIVIDUAL WITH AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST IS RECUSED FROM DISCUSSION AND VOTING ON THE TOPIC TO WHICH THE CONFLICT RELATES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION, FOR ALL EMPLOYEES, IS REVIEWED AND BUDGETED AMOUNTS APPROVED BY INDEPENDENT BOARD MEMBERS BASED ON MARKET INFORMATION ACQUIRED BY COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS, TAX RETURN AND HEAD START ANNUAL REPORT ARE POSTED ON THE ORGANIZATION'S EXTERNAL WEBSITE. TULSA COMMUNITY LOAN FUND INC 5330 E 31ST STREET SUITE 300 TULSA OK 74135 731444324 LEND FUNDS TO NONPROFITS SERVING LOW-INCOME INDIVIDUALS OK 501(C)(3) LINE 10 COMMUNITY ACTION PROJECT OF TULSA COUNTY INC 1 NORWOOD HOUSING PARTNERS LP 5330 E 31ST STREET SUITE 300 TULSA OK 74135 731508760 LOW INCOME HOUSING OK N/A 0 0 NORWOOD HOUSING PARTNERS LP 5330 E 31ST STREET SUITE 300 TULSA OK 74135 731508760 LOW INCOME HOUSING OK COMMUNITY ACTION PROJECT OF TULSA COUNTY INC RELATED 0 0 0.99900 NORWOOD REALTY CORPORATION 5330 E 31ST STREET SUITE 300 TULSA OK 74135 731508759 LOW INCOME HOUSING OK COMMUNITY ACTION PROJECT OF TULSA COUNTY INC C 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 FORM 990, SCHEDULE R, PART III: NORWOOD REALTY CORPORATION IS THE 0.10% GENERAL PARTNER OF NORWOOD HOUSING PARTNERS, L.P. COMMUNITY ACTION PROJECT OF TULSA COUNTY IS THE 99.90% LIMITED PARTNER OF NORWOOD HOUSING PARTNERS, L.P. THE INDIRECTLY OWNED GENERAL PARTNER INTEREST AND THE DIRECTLY OWNED LIMITED PARTNER INTEREST OF NORWOOD HOUSING PARTNERS, L.P. ARE THUS LISTED ON SEPARATE LINES TO APPROPRIATELY DESCRIBE THE RELATIONSHIP. IN DECEMBER 2024, NORWOOD HOUSING PARTNERS, LP DISSOLVED AS A LEGAL ENTITY.