United Way of Central Oklahoma

Transcription

1 United Way of Central Oklahoma Nonprofit Profile Contact Information Nonprofit United Way of Central Oklahoma Address PO Box 837 Oklahoma City, OK Oklahoma County Phone (405) Fax Website Contact Name Debbie Kirk Contact Alternate Address 1444 NW 28th Street Oklahoma City OK At a Glance Organization's type of tax exempt status Former Names Public Supported Charity United Way of Metro Oklahoma City Year Founded 1923 IRS Ruling Year 1952 Registered with the Secretary of State? State Registration Expiration Mar

2 Other ways to donate support, or volunteer We encourage you to join United Way of Central Oklahoma as a volunteer in one of the following areas: Day of Caring: Help with United Way Partner Agencies Day of Caring projects always held on the first Friday and Saturday in October. For more information or to sign up, contact Cynthia Vora at (405) or cvora@unitedwayokc.org. Community Investment: Help determine how United Way dollars are invested. On an annual basis, United Way provides funding to local programs with proven accountability and impact. If you are a donor and are interested in participating in this process contact Jeff Robbins at (405) or jrobbins@unitedwayokc.org. Additionally, the United Way of Central Oklahoma Volunteer Center provides hundreds of volunteer opportunities to individuals and groups for nonprofits throughout the community. For more information contact Cynthia Vora at (405) or cvora@unitedwayokc.org. Statements Mission To improve the health, safety, education and economic well-being of individual families in need in central Oklahoma by connecting community resources with responsive and accountable health and human service agencies. Background United Way of Central Oklahomawas founded in 1923 as the Community Chest, running an annual campaign for social service needs known as The Community Fund Campaign. Over the years, the name of the campaign and organization have changed, while its mission has remained relevant to central Oklahoma by convening resources, incubating new programs and initiatives and funding 58 United Way Partner Agencies. Thanks to the investments of thousands of supporters, millions of lives have been changed. The programs within United Way of Central Oklahoma s Partner Agencies provided over one million charitable service connections to central Oklahomans during the past year. Working together, we're creating opportunities for a better life for everyone in central Oklahoma. While providing critical funding to results-oriented programs at proven nonprofit agencies will always be central to our work, increasingly we find ourselves called upon to address needs even more directly. United Way of Central Oklahoma holds the unique distinction as being one of the only United Ways in the nation with staff dedicated to research. Our research department is responsible for identifying emerging needs and service gap areas in central Oklahoma. We use this information to determine our strategic initiatives, collaborate with other community organizations to respond to social service needs, and educate the public on the needs that exist in our community. As mental health and addiction continues to rise in our community, we are working with Terri White, Commissioner, Oklahoma Department of Mental Health and Substance Abuse Services, to look at effective programs addressing crisis needs associated with these issues. Impact For 93 years, United Way of Central Oklahoma has been the community safety net for health and human services in central Oklahoma. We provide critical funding to 121 results-oriented programs at 58 accountable nonprofits across central Oklahoma that we call our Partner Agencies. These agencies are doing important work for the central Oklahoma community and the programs are creating lasting changes in people's lives. United Way works with Partner Agencies, donor volunteers, constituents and community leaders to improve the health, safety, education and economic well-being of its most vulnerable citizens. 2

3 Needs United Way funds local programs that are addressing our community's most critical needs. These needs are divided into the following categories: successful kids, strong families, healthy citizens, independent living and community preparedness. Each year, more than 200 donors volunteer their time to review the funding requests from local programs wishing to receive United Way support. These volunteers carefully assess program proposals, financial information, performance history and outcomes in order to make funding recommendations to our Board of Directors. Once approved, funds are then distributed among United Way s Partner Agencies. The Community Investment volunteers conduct a follow-up evaluation of the funded programs as the annual United Way campaign cycle begins to ensure that funds are being properly used. Area Served Area Served Geographic Area Served Oklahoma County Cleveland County Canadian County Logan County Lincoln County Pottawatomie County Serving all or parts of Oklahoma, Canadian, Cleveland, Kingfisher, Lincoln, Logan, and Pottawatomie Counties Service Categories Primary Organizational Category Secondary Organizational Category Tertiary Organizational Category Human Services/Fund Raising & Fund Distribution Community Improvement, Capacity Building/Alliances & Advocacy Philanthropy,Voluntarism & Grantmaking Foundations Fund Raising & Fund Distribution Programs Annual Fundraising Campaign and Community Investment Description United Way of Central Oklahoma works with businesses, organizations, and foundations to raise funds for our annual campaign. Hundreds of community-minded organizations host a workplace campaign for United Way and/or contribute corporate donations. Donations raised by the campaign help fund 121 local programs administered by 58 Partner Agencies. The annual Community Investment process allows United Way to remain transparent and accountable for dollars raised during the annual campaign. Following this review, volunteer teams make funding recommendations based on their findings and the program funding request. These recommendations are then voted upon by the United Way Board of Directors. This process ensures donor contributions are invested in the local community in the most efficient and effective way. Category Philanthropy, Voluntarism & Grantmaking, General/Other Fundraising 3

4 Strategy Population Served General/Unspecified Program Short-term Success Program Success Monitoring Examples of Program Success United Way of Central Oklahoma Volunteer Center Description Category The United Way of Central Oklahoma s Volunteer Center connects volunteers with meaningful opportunities at local nonprofit organizations. Annually, the Volunteer Center presents a Day of Caring series featuring days of community wide service: Day of Caring and Day of Action. During Day of Caring held in early October, teams of volunteers work together to make a difference in the community through projects held at our Partner Agencies. Last year, the Volunteer Center connected more than 2,000 volunteers with opportunities to serve in the community. These volunteers spent more than 5,000 hours giving back to our community. If you were to put a dollar figure to that, it would total well over $118,500. Philanthropy, Voluntarism & Grantmaking, General/Other Volunteer Training & Placement Strategy Population Served General/Unspecified Program Short-term Success Program Success Monitoring Examples of Program Success Disaster Programs Voluntary Organizations Active in Disaster (VOAD) Member 4

5 Disaster Program Description During a disaster, United Way stands ready to assist by rallying resources for our Partner Agencies and other service providers who are providing direct assistance to disaster victims. Additionally, United Way provides social services agency coordination and support during incidents/disasters. Budget $0 We maintain a board-directed Disaster Fund and can receive financial contributions specific to the disaster. As the leader in volunteer driven allocations, systems and controls are already in place to ensure that funds raised will be utilized as they were intended, to meet the needs of the disaster victims. We serve as a convener for our community social service providers and help to fill the gaps for needs that are not met through the normal social services structure. In the event of a community shelter, we assist the shelter management by coordinating social services from our partner agencies to meet the needs of those in the shelter. We also participate in the long-term recovery efforts at the local level. The Volunteer Center assists during disaster to help place and track spontaneous volunteers as well as recruit volunteers from an online database. Comments on Programs CEO/Executive Director/Board Comments The needs of our community are critical and are increasing. This is why United Way of Central Oklahoma needs you, more so now, than ever. United Way of Central Oklahoma is dedicated to meeting the needs of our Partner Agencies so that they can provide a safety net of services to the people of our community. Partner Agencies combined provide services to 1 in 3 central Oklahomans every year with their United Way funded programs. United Way funding alone does not fully provide what is needed for the full operations of the 121 programs at our 58 Partner Agencies. Partner Agencies must gather support from other public and private sources in order to deliver these services. In April 2016 as concerns over the government cuts were rising, United Way conducted a survey to gain a better understanding of the impact funding cuts might have on the nonprofit community safety net in central Oklahoma. Results of the survey included: * Partner Agencies reporting a loss of close to $8.8 million dollars in government funding cuts in FY * 16 Partner Agencies foresee an additional loss close to $4 million in FY * Partner Agencies indicated they are concerned about the increase in demand for their services given their limited resources available to meet the needs. The areas of health and human service programming that have been most directly impacted are: referrals and assistance for basic needs, healthcare, mental health and substance abuse services, child abuse 5

6 prevention programming, legal and support services for foster children and their foster families, services to the elderly, and services to the disabled. United Way is working tirelessly to increase the funding base from our community to continue to support our Partner Agencies. Agencies are also working on collaborations to find new ways to meet the needs. Past experience has proven that in tough times Oklahomans pull together and take care of each other when we need it the most. Staff & Management CEO/Executive Director Debby Hampton Start Date Nov CEO/Executive Director Experience Debby Hampton serves as the President and CEO of United Way of Central Oklahoma. Prior to her appointment at United Way of Central Oklahoma, Debby Hampton served as President and CEO of the Oklahoma Center for Nonprofits for four years. Debby spent 16 years with the American Red Cross of Central Oklahoma, serving as the CEO for her last four years of employment. A graduate of the University of Oklahoma, Debby is an active leader in the community. She currently serves on the boards of: Leadership Oklahoma City, The Alliance of Economic Development of Oklahoma City, National Ethics Standards Committee of the Standards for Excellence Institute, Oklahoma City Arts Council Leadership Committee, OCU Kramer School of Nursing. Debby also serves on the OCU AdvisoryCommittee for the Nonprofit Leadership Program and the United Way Worldwide National Professional Council. She is a proud alum of Leadership Oklahoma, Leadership Oklahoma City and Leadership Tulsa Executive Series. Debby is an active member of Rotary 29 and Committee of One Hundred and served on the United Way of Central Oklahoma's 2010 Campaign Cabinet, prior to joining the staff. In addition, Debby was recently named as a Byliner Honoree by the Oklahoma City Chapter of the Association of Women in Communications. Senior Staff Name Nina Daylor Title Executive Vice President Staff Information Number of Full-time Staff 33 Number of Part-time Staff 2 Number of Contract Staff 0 Number of Volunteers 3132 Staff Retention Rate 0 % Are professional development opportunities provided? Does CEO/Executive Director have formal evaluations? Management Reports to Board? 6

7 Staff Demographics - Ethnicity African American/Black 3 Asian American/Pacific Islander 1 Caucasian 26 Hispanic/Latino 2 Staff Demographics - Gender Male 6 Female 26 Organizational Plans Fundraising Plan Communication Plan Strategic Plan Under Development Under Development Number of Years Strategic Plan Considers 3 Date Strategic Plan Adopted Feb 2013 Management Succession Plan Under Development Organization Policies and Procedures Continuity of Operations Plan Under Development Policies Nondiscrimination Policy Whistle Blower Policy Document Destruction Policy Directors and Officers Insurance Policy Affiliations Affiliation Association of Fundraising Professionals - Oklahoma Chapter Year 2012 Edmond Chamber of Commerce 2016 Greater Oklahoma City Chamber 2016 Oklahoma Center for Nonprofits, Standards of Excellence Program Graduate 2016 United Way Worldwide 2016 Awards Awards 7

8 Award/Recognition Organization Year Beacon Award The Journal Record 2009 Best Nonprofit Group ADDY Awards - Silver Award for 2010 Annual Report ADDY Awards - Bronze Award for 2011 Campaign Brochure ADDY Awards - Bronze Award for 2011 Advertising Campaign ADDY Awards - Bronze Merit for Public Service Collateral (Cards/Invitations/Announcements ) ADDY Awards - Bronze Merit for Public Service Collateral (Annual Report) Upper Case Award - Award of Merit (UWCO Campaign Brochure) Upper Case Award - Award of Merit (United Way Leadership Giving Registry) The Oklahoman Readers' Choice Awards 2008 American Advertising Federation 2012 American Advertising Federation 2012 American Advertising Federation 2012 American Advertising Federation 2010 American Advertising Federation 2010 Public Relations Society of America Public Relations Society of America Upper Case Award - Award of Public Relations Society of Merit (Workplace Campaign Video) America Upper Case Award - Honorable Mention (United Way Thank You Vignettes) Upper Case Award - Honorable Mention (United Way Impact Video) Upper Case Award - Honorable Mention (UWCO Campaign Brochure) Upper Case Award - Award of Merit (UWCO Campaign Brochure) Upper Case Award - Honorable Mention (Oklahoma County Vital Signs) Best of the Best - United Way of Central Oklahoma Best Charity/Nonprofit Public Relations Society of America Public Relations Society of America Public Relations Society of America Public Relations Society of America Public Relations Society of America Oklahoma Magazine 2010 Standards United Way Worldwide 2012 Standards for Excellence Oklahoma Center for Nonprofits 2012 Charles Schusterman Award for Excellence Oklahoma Center For Nonprofits 2016 Government Licenses Is your organization licensed by the government (federal, state and/or local)? No Governance Board Chair Company Affiliation Mr. Carl Edwards Price Edwards and Company 8

9 Term Feb 2017 to Jan 2019 Board of Directors List Current as of Jan 01,

10 Name Affiliation Status Mr. Chris Anoatubby Chickasaw Nation/Sovereign Medical Solutions Mr. Matt Beavers Devon Energy Corporation Joy Reed Belt PhD Joy Reed Belt & Associates/Joy Reed Belt Search Consultants Mr. M.T. Berry City of Oklahoma City Dr. Don Betz University of Central Oklahoma Ms. Bev Binkowski Blue Cross Blue Shield of Oklahoma Kent Buchanan Oklahoma City University Mr. David Carpenter American Fidelity Assurance Company Mr. Robert Clements Clements Foods Ms. Michelle Coppedge FAA Leslie Crissup Enable Midstream Partners Mr. Sean Cummings Cummings Oil Co. Mr. Jim Curry Oklahoma State AFL-CIO Mr. Tim Doty Love's Travel Stops & Country Stores Mr. Steve Eddy City of Moore Mr. Todd Edmonds HSE Architects Mr. Carl Edwards Price Edwards and Company Mr. Eric Eissenstat Continental Resources Mr. Brad Ezell Benham Design, LLC Mr. Clay Farha B.D. Eddie Enterprises Ms. Hillary Farrell Ackerman McQueen Mr. Mohammad Farzaneh Home Creations, Inc. Ms. Roberta Fields McAfee & Taft Mr. Jim Gebhart Mercy Hospital Mr. Jack Golsen LSB Industries Mr. Steve Hahn AT&T Oklahoma Mr. Kirkland Hall The Fred Jones Companies Mr. David Harlow BancFirst Ms. Judy Hatfield Equity Commercial Reality, LLC Mr. Mark Helm Dolese Bros. Co. Mr. John Higginbotham Bank of Oklahoma Ms. Marsha Ingersoll City of Oklahoma City Mr. Dennis Jaggi EnCap Flatrock Midstream Mr. Michael Joseph McAfee & Taft Mr. E. Carey Joullian Mustang Fuel Corporation Mr. Percy Kirk Cox Communications Mr. Bradley Krieger Arvest Bank Mr. Michael Laird Crowe & Dunlevy Mr. Doug Lawler Chesapeake Energy Corporation 10

11 Mr. C. Bruce Lawrence INTEGRIS Health Mr. Jean C. Leger Jr. OGE Energy Corp. Mr. D.E. "Rick" Lippert Lippert Bros., Inc. Ms. Jenee Naifeh Lister Merrill Lynch/Bank of America Ms. Linda Litchfield Community Volunteer Mrs. Judy Love Mr. Edmund Martin Love's Travel Stops & Country Stores, Inc. Ackerman McQueen Mr. Rick McCune Grant Thornton Mr. Matt McGuire Heritage Trust Company Wes Milbourn KFOR and KAUT GM Mr. Michael Ming GE Global Research Oil & Gas Technology Center Ms. Tanya Monnig Boeing Company Mr. Lane Neal Durbin Larimore Bialick Mr. J. Larry Nichols Devon Energy Corporation Polly Nichols Community Volunteer Ms. Cathy O'Connor Mr. Tim O'Connor The Alliance for Economic Development of Oklahoma City, Inc. Central Oklahoma AFL-CIO Labor Council Ms. Cynda Ottaway Crowe Dunlevy Mr. David Page JPMorgan Chase Mr. David Rainbolt BancFirst Mr. Chris Reen The Oklahoman Ms. Charlotte Richels Community Volunteer Mr. John Richels Devon Energy Corporation Ms. Lindy Ritz FAA, retired Ms. Kris Rogers Love's Travel Stops & Country Stores, Inc. Mr. Randy Roper MidFirst Bank Mr. Jim Roth Phillips Murrah P.C. Ms. Kelly Sachs Commerce Bank Ms. Meg Salyer Accel Financial Services Mr. Nick Samarripas First Fidelity Bank Mr. David Schroeder Retired FAA Ms. Natalie Shirley OSU OKC Mr. Kent Shortridge Oklahoma Natural Gas Mr. Perry Sneed Retired Sheet Worker AFL-CIO Mr. Chuck Spicer Children's Hospital Mr. Mike Stice The University of Oklahoma Mr. Doug Stussi Love's Travel Stops & Country Stores Mr. Lee Symcox First Fidelity Bank 11

12 Mr. David Thompson InvesTrust and Asset Services Company Mr. Sean Trauschke OGE Energy Corp. Mr. Mike Turpen Riggs, Abney, Neal, Turpen, Orbison & Lewis Ms. Jean Wallace Buttery Company LLP Mr. Shane Wharton Ms. Terri White Mr. John Williams Love's Travel Stops & Country Stores Oklahoma Department of Mental Health and Substance Abuse Services Williams and Associates Hospitality, LLC Mr. Mark Wood Ernst & Young LLP Rev. George E. Young Holy Temple Baptist Church Governance Information Board Term Lengths Board Term Limits 3 years 2 terms Number of Full Board Meetings Annually 6 Board Meeting Attendance % 75 % Percentage of Board Making Monetary Contributions to the Organization Percentage of Board Making In-Kind Contributions to the Organization Board Orientation Written Board Selection Criteria? Written Conflict of Interest Policy? 100 % 0 % No Standing Committees Executive Ethics Finance Human Resources / Personnel Nominating Audit Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala) Communications / Promotion / Publicity / Public Relations Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Distributions / Grant Making Financials Current Fiscal Year Jan 01, 2017-Dec 31,

13 Current Year Budgeted Total Income $3,654,204 Current Year Budgeted Total Expenses $3,654,204 Prior Three Years' Financial History Income and Expenses Fiscal Year Total Revenue $19,938,959 $26,787,936 $35,434,760 Total Expenses $23,507,627 $26,684,290 $25,058,900 Revenue Less Expenses ($3,568,668) $103,646 $10,375,860 Income Sources Fiscal Year Contributions Foundation and Corporation $8,174,506 $12,561,236 $12,568,828 Contributions Government Contributions $0 $0 $0 Federal State Local Unspecified Individual Contributions $11,163,833 $14,063,412 $22,721,237 Indirect Public Support Earned Revenue $590,451 $151,218 $129,665 Investment Income, Net of Losses $10,169 $12,070 $15,030 Unrealized Gain/Loss Membership Dues Special Events Revenue In-Kind Other Expense Allocation Fiscal Year Program Expense $21,009,041 $23,966,626 $22,013,365 Administration Expense $1,069,441 $1,052,501 $1,452,734 Fundraising Expense $1,429,145 $1,665,163 $1,592,801 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 89% 90% 88% Fundraising Expense/Contributed Revenue 7% 6% 5% Assets and Liabilities Fiscal Year Total Assets $39,818,201 $43,447,556 $44,750,896 Current Assets $23,840,476 $25,341,063 $29,829,364 Long-Term Liabilities Current Liabilities $7,432,997 $7,622,976 $8,630,845 Total Net Assets $32,385,204 $35,824,580 $36,120,051 Short-term Solvency 13

14 Fiscal Year Current Ratio: Current Assets/Current Liabilities Long-term Solvency Fiscal Year Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Individuals $11,163,833 Individuals $14,063,412 Indivduals $22,721,237 Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Foundation & Corporations $8,174,506 Earned Revenue $590,451 Foundation & Corporations $12,561,236 Earned Revenue $151,218 Foundation & Corporations $12,568,828 Earned Revenue $129,665 Endowment and Other Financial Information Endowment? Endowment Value $301, Endowment Spending Policy Endowment Spending Policy Percentage (if selected) Credit line? Rreserve fund? Tax Credits? Percentage 5 % No No Capital Campaign Currently in a Capital Campaign? Capital Campaign Anticipated in Next 5 Years? No No Comments on Financials CEO/Executive Director/Board Comments The United Way's annual audits are approved by the audit committee and presented to the Board. The Board also reviews all 990s and monthly financial statements. 14

15 Foundation Staff Comments All prior year financial information is from the IRS Form 990s, because it is for the United Way of Central Oklahoma, Inc.. The Form 990's include changes in the net assets, which are explained in Schedule O and not in the GSO financial statements. For the FY 2015, 2014 and 2013, the amounts are $129,292, ($399,117) and $27,361, respectively. Note: The audited financial statements reflects the following three entities: United Way of Central Oklahoma, Inc., United Way of Canadian County and United Way of Logan County. The financial information presented is obtained from the following sources: IRS Form 990, independent audit reports, financial statements board approved when available, and supplemental information from the organization. We do not warrant or guarantee the timeliness, errors or inaccuracies. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or interpretation by OCCF staff. Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year. Created Copyright 2017 Oklahoma City Community Foundation 15