Leadership Oklahoma City Inc.

Transcription

1 Leadership Oklahoma City Inc. nprofit Profile Contact Information nprofit Address Leadership Oklahoma City Inc. 730 W Wilshire Blvd Ste 116 Oklahoma City, OK Oklahoma County Phone (405) Fax Website Contact Name Beth Shortt Contact info@lokc.org At a Glance Organization's type of tax exempt status Organization Does Business As (DBA) Former Names Public Supported Charity Leadership OKC Youth Leadership Exchange YLX t applicable Year Founded

2 IRS Ruling Year 1981 Registered with the Secretary of State? State Registration Expiration July 2018 Other ways to donate support, or volunteer Donations are accepted by mail, phone, web site, or in person. Statements Mission Leadership Oklahoma City develops leaders for volunteer service, including service to nonprofits, the public sector, and other organizations such as schools and faith networks. Background Leadership Oklahoma City develops leaders for community service through education, connections, and service. 2 adult programs and 3 high school programs involve over 200 adults and youth in 8 to 10 month-long series of classes that educate the participants about the community and the skills needed to affect the community, connect participants with people from many backgrounds, perspectives, and interests, and give participants the opportunity to work in a community project. Impact 2014 More than 100 adults and 100 high school students completed one of Leadership Oklahoma City's programs designed to create more effective and engaged volunteers. 1.8 significant, short-term community projects were completed by the LOYAL class of young adults 2. The Youth in Action class raised over $17,000 to support its chosen community project for domestic violence prevention and care for victims. $9,500 was given to three community organizations in recognition of outstanding volunteers Needs All Leadership Oklahoma City's youth programming is free to participants. One of our goals is to bring together young people from as broad a range as possible, and keeping the programs tuition-free means that socioeconomic status is not a factor. We even provide transportation to and from sessions, as well as meals, uniform shirts, and all supplies. Underwriting for the YLX programs is a major funding need. CEO/Executive Director Statement Leadership Oklahoma City brings together as diverse a group of individuals as any community program we know and creates connections among them that are often lifelong. Their focus on improving their communities has resulted in significant positive change in hundreds of organizations. Board Chair Statement Area Served Area Served Geographic Area Served In a specific U.S. city, cities, state(s) and/or region. Central Oklahoma Service Categories Primary Organizational Category Community Improvement, Capacity Building/Community 2

3 Secondary Organizational Category Service Clubs Youth Development/Youth Development Programs Programs Overview Description Adult programs: Signature Program, 48 participants; LOYAL Program, 64 young adults, Alumni Association, 1300 adults Youth programs: Leadership Skills, 48 teenagers; Youth in Action, 48 teenagers, Youth Council of Oklahoma City, 18 teenagers Category Community Development, General/Other Organizational Development & Training Strategy Population Served Adults General/Unspecified Program Short-term Success Program Long-term Success Trained 85 adults and 108 high school students in community service through 5 programs of community education and engagement. Program Success Monitoring Examples of Program Success Signature Program Description Up to 48 class members participate in a series of 10 daylong sessions focusing on community issues such as education, human services, economic development, and government. Sessions highlight the successes and challenges related to the day's topic, and show class members how they can get involved and make a difference in that area. Budget $22, Category Community Development, General/Other Community Development, General/Other Strategy Population Served Adults Program Short-term Success Program Success Monitoring Examples of Program Success 3

4 LOYAL Linking OKC's Young Adult Leaders Description Up to 64 young adults (23-35) learn the skills that will enable them to be more effective and more engaged volunteers. Topics include meeting management, fund raising, special event management, presentation skills, business etiquette, networking, and risk-taking. Class members also complete a community project in small teams, a hands-on experience for them in community improvement. Budget $15, Category Philanthropy, Voluntarism & Grantmaking, General/Other Community Service Strategy Population Served Adults Adults Adults Program Short-term Success Program Long-term Success Program Success Monitoring Examples of Program Success Leadership Skills Description Up to 48 high school sophomores and juniors meet once a month, October through May, for daylong sessions that teach them about the community, the organizations and individuals committed to improving the community, and some of the skills they will need to be effective forces for positive change. This program, as is all LOKC youth programming, is free to participants. Budget $13, Category Youth Development, General/Other Youth Citizenship Strategy Population Served Adolescents Only (13-19 years) Adolescents Only (13-19 years) Adolescents Only (13-19 years) Program Short-term Success Program Long-term Success Program Success Monitoring Examples of Program Success 4

5 Youth in Action Description Up to 48 high school sophomores, juniors, and seniors spend a day a month, October through April, learning advanced community leadership skills. The learning experiences are based on real community issues, culminating in the selection, by the class, of a specific issue they want to address. They then look for organizations in the community working in their chosen issue, select one project to support, and raise money for that project. Last year's group raised more than $22,000 to address mental health issues in teens via the St. Anthony Foundation and rthcare. Budget $18, Category Philanthropy, Voluntarism & Grantmaking, General/Other Voluntarism Promotion Strategy Population Served Adolescents Only (13-19 years) Adolescents Only (13-19 years) Adolescents Only (13-19 years) Program Short-term Success Program Long-term Success Program Success Monitoring Examples of Program Success Disaster Programs Voluntary Organizations Active in Disaster (VOAD) Member Comments on Programs CEO/Executive Director/Board Comments Leadership Oklahoma City receives many more applications for its programs than it can admit; last year's LOYAL program applications topped 200 submissions for 64 spaces. While we are pleased that our programming continues to be attractive to community members, we are dismayed that we cannot serve everyone who would like to participate. Unfortunately, we do not believe we can maintain the high quality of our programming if we increase class sizes and number, so we do not anticipate change in this challenge. Staff & Management CEO/Executive Director Elizabeth Shortt Start Date Jan info@lokc.org 5

6 CEO/Executive Director Experience Executive Director since Graduate of East Carolina University, University of Chicago and University of Central Oklahoma. Trained facilitator with hundreds of hours experience with organizations such as Mission Statement Committee for OKC National Memorial Senior Staff Name Amber Shelton Christy Zelley Title Youth Director Deputy Director Staff Information Number of Full-time Staff 3 Number of Part-time Staff 1 Number of Contract Staff 1 Number of Volunteers 400 Staff Retention Rate 100 % Are professional development opportunities provided? Does CEO/Executive Director have formal evaluations? Management Reports to Board? Staff Demographics - Ethnicity Caucasian 4 Native American/American Indian 1 Other 0 0 Staff Demographics - Gender Female 5 Organizational Plans Fundraising Plan Policy against commission-based compensation for fundraising consultant Communication Plan Strategic Plan Number of Years Strategic Plan Considers 5 Date Strategic Plan Adopted June 2017 Management Succession Plan Organization Policies and Procedures 6

7 Continuity of Operations Plan Policies ndiscrimination Policy Whistle Blower Policy Document Destruction Policy Directors and Officers Insurance Policy Collaborations Recent projects and collaborations with these organizations: Redbud Classic, Uptown 23rd, The Children's Center, The Curbside Chronicle, Central OK Humane Society, Downtown OKC, AutismOK.org, CalmWaters Center, for Children and Families, Girl Scouts-Western OK, Inc., Health Alliance for the Uninsured, Inc, Infant Crisis Services Inc, The Homeless Alliance, Whiz Kids, Oklahoma Lawyers for Children, Youth and Family Services, Suited for Success, Oklahoma City National Memorial.. Affiliations Affiliation Year Chamber of Commerce 2017 Risk Management Provisions Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional Comments on Staff & Management CEO/Executive Director/Board Comments Governance Board Chair Mr Steve Raybourn Company Affiliation Raydon Exploration Term June 2017 to May steve@raydonex.com Board of Directors List Current as of June 01,

8 Name Affiliation Status Ms Paige Bass Sonic Industries Voting Ms Cindy Batt Bank Of Oklahoma Voting Ms Hilarie Blaney BancFirst Voting Mrs. Kristen Brown Community Volunteer Voting Ms Clytie Bunyan OPUBCO Voting Mr Alexander Cameron Griffin Communications Voting Ms Ginny Bass Carl Oklahoma Medical Research Foundation Voting Chief Bill Citty Oklahoma City Police Department Voting Ms Julie Coffee High Impact Management Voting Mr Mike Decker Voting Mr. Eric Eissenstat Continental Resources Voting Mr Jim Finch OGE Voting Ms Kelly Dyer Fry The Oklahoman Voting Mr Bob Funk Jr Prodigal Voting Mr Kent Gardner The Funk Companies Voting Mrs Jennifer Grigsby Ascent Resources Voting Mrs Julie Hall Community Volunteer Voting Mrs Sharron Jackson-Glover The Glover Group Voting Mr Reggie Johnson UMB Voting Mr Phil Lance INTEGRIS Cancer Institute Voting Mr Randal Lewis OGE Energy Corp Voting Mr Dave Lopez Dr Kay Martin State of Oklahoma Secretary of State Voting Voting Ms Jessica Martinez-Brooks University of Oklahoma Voting Ms Dana McCrory Mrs. Mary Melon Central Oklahoma Humane Society Foundation for the Oklahoma City Public Schools Voting Voting Mr Jim Parrack Price Edwards Co Voting Mrs Tammy Powell St Anthony Hospital Voting Mr Steve Raybourn Raydon Exploration Voting Ms. Christina Rehkop Devon Energy Corp. Voting Ms Jeanette Rice American Fidelity Assurance Co. Voting Ms Wendi Schuur United Way of Central Oklahoma Voting Ms Paige Shepherd Chickasaw Nation Voting Mr Tim Strange Newmark Levy Strange Beffort Voting Mr. Doug Stussi Love's Travel Stops & Country Stores Voting Mrs Lauren Toppins PayCom Voting Mr Jon Trudgeon Westminster School Voting Mr Ron Witherspoon Arvest Bank Voting 8

9 Board Demographics - Ethnicity African American/Black 5 Caucasian 30 Hispanic/Latino 2 Native American/American Indian 1 Other 0 0 Board Demographics - Gender Male 17 Female 21 Governance Information Board Term Lengths Board Term Limits 3 years 2 terms Number of Full Board Meetings Annually 4 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 Constituency Includes Client Representation Written Board Selection Criteria? Written Conflict of Interest Policy? 100 % 5 % Standing Committees Audit Executive Finance Human Resources / Personnel minating Program / Program Planning Youth Endowment Executive Finance minating Program / Program Planning Youth 9

10 Advisory Board Name Ann Ackerman Bob Anthony Dianna Berry Bill Citty Teresa Cooper Carl Edwards Jim Farris Joan Gilmore Stuart Graham Gloria Griffin Kirk Hall Debby Hampton Larry Hawkins Willa Johnson Jim Loftis Gary Marrs James Moore Sherry Rhodes Jim Sharrock Alison Taylor Pam Troup Cheryl Vaught Rick Vermillion Roy Williams John Michael Williams Affiliation Oklahoma Corporation Commissionn City Of Oklahoma City Oklahoma City Police Department Price Edwards James Farris Associates CBRE The Fred Jones Companies United Way of Central Oklahoma Oklahoma County Commission James Loftis Architects Integris Southwest Medical Center St Anthony Foundation McAfee & Taft Vaught & Conner PLLC AME Inc Greater OKC Chamber Williams Box Forshee & Bullard Youth Board Additional Boards: Youth Board Members 10

11 Name Affiliation 11

12 Comments on Board & Governance CEO/Executive Director/Board Comments Leadership Oklahoma City's primary challenge is the demand for its programs. All programs, youth and adult, have 2 to 3 times more applications than LOKC has spots available. Increasing the number of places in the programs would require a huge jump in funding, additional staff, and many more volunteers. We believe we serve our participants well, and would not want to see the quality of our programming drop by stretching resources too thinly. Financials Current Fiscal Year June 01, 2017-May 31,2018 Current Year Budgeted Total Income $493,000 Current Year Budgeted Total Expenses $465,000 Prior Three Years' Financial History Income and Expenses Fiscal Year Total Revenue $467,000 $513,053 $467,288 Total Expenses $483,789 $478,183 $449,852 Revenue Less Expenses ($16,789) $34,870 $17,436 Income Sources Fiscal Year Contributions Foundation and Corporation $45, Contributions Government Contributions $16,871 $30,184 $17,647 Federal State Local $16,871 $30,184 $17,647 Unspecified Individual Contributions $92,803 $145,110 $87,015 Indirect Public Support Earned Revenue $176,679 $139,486 $138,643 Investment Income, Net of Losses $847 $1,315 $1,115 Unrealized Gain/Loss -- $67,238 $102,184 Membership Dues $93,470 $94,265 $92,635 Special Events $41,330 $35,455 $28,049 Revenue In-Kind Other Expense Allocation 12

13 Fiscal Year Program Expense $439,309 $445,128 $416,558 Administration Expense $44,480 $33,055 $33,294 Fundraising Expense Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 91% 93% 93% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities Fiscal Year Total Assets $1,216,099 $1,232,888 $1,198,018 Current Assets $336,266 $296,489 $271,328 Long-Term Liabilities Current Liabilities Total Net Assets $1,216,099 $1,232,888 $449,852 Short-term Solvency 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 Earned Revenue $176,679 Individuals $145,110 Earned Revenue $138,643 Second Highest Funding Source & Dollar Memberships Earned Revenue Unrealized Gain/Loss Amount $93,470 $139,486 $102,184 Third Highest Funding Source & Dollar Amount Individuals $92,803 Memberships $94,265 Memberships $92,635 Endowment and Other Financial Information Endowment? Endowment Value $1,000, Endowment Spending Policy Endowment Spending Policy Percentage (if selected) Credit line? Rreserve fund? Tax Credits? Percentage 5 % Capital Campaign Currently in a Capital Campaign? Capital Campaign Anticipated in Next 5 Years? 13

14 Comments on Financials CEO/Executive Director/Board Comments Foundation Staff Comments All prior year financial information is from audited financial statements. 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 2018 Oklahoma City Community Foundation 14