United Way of Norman Nonprofit Profile Contact Information Nonprofit United Way of Norman Address 2424 Springer Drive, Suite 304 Norman, OK 73069 Cleveland County Phone (405) 329-2025 Website https://www.unitedwaynorman.org Contact Name Jed Dembowski Contact Email jdembowski@unitedway-norman.org At a Glance Organization's type of tax exempt status Public Supported Charity Year Founded 1957 IRS Ruling Year 1969 Registered with the Secretary of State? State Registration Expiration Jan 2019 1
Other ways to donate support, or volunteer United Way of Norman relies on public support and accepts donations several ways, including through workplace campaigns using payroll deduction, with online giving via our website or by mail to our office address. In-kind donations are always appreciated and may be arranged by calling the United Way of Norman office at 329-2025. Volunteering with United Way of Norman impacts the entire community is fun and gratifying. Opportunities include serving on an Impact Council, (Education, Financial Stability, Health or Independence), helping with the annual community campaign by serving on the Campaign Cabinet, being a loaned executive, helping with Celebrity Sing, or helping with one of our community initiatives such as Destination Graduation, Financial Alliance of Norman or the disability Coalition; volunteering for the annual Day of Caring; or assisting with the Teen Advisors of Norman, 4-REAL Youth Leadership or Stuff the Bus. Statements Mission United Way of Norman unites and strengthens our community by empowering each person to change lives. Background United Way of Norman was established in 1957 as a community fundraising and distribution organization. We currently invest in 28 local nonprofit organizations providing 41 programs. In addition, we convene community members who collaboratively address issues in the areas of Education, Financial Stability, Health and Independence. Impact United Way of Norman focuses on Education (helping children & youth achieve their potential), Financial Stability (promoting financial education & independence among working families), Health (improving youth and adult health) and Independence (improving independence and quality of life for seniors & persons with disabilities). Needs United Way of Norman's most pressing needs are: 1. To increase the individual and corporate support for the annual campaign so that we are more adequately able to provide funding for the community's most urgentlyneeded programs and services. 2. To surpass the campaign goal of $1.9 million to help fund the additional requests from the 28 funded partner agencies. 3. To better utilize the variety of traditional and social media platforms for communicating to the United Way of Norman stakeholders and increasing giving. 4. Communicate better the impact that the United Way of Norman and the funded agencies make in the lives of area residents. The community should hear from UWN beyond just our fundraising needs. 5. Communicate better that the United Way of Norman serves most of Cleveland County, not just the City of Norman. CEO/Executive Director Statement The United Way of Norman is important to the community in that we engage local leaders in a process to assess, prioritize and fund programs to address the human needs in the community. Through this engagement, we are able to coordinate resources from our funded partner agencies in ways that ensure the most pressing needs are met, without duplication. Local leaders make all funding decisions, and 99% of every dollar remains in our community. By focusing on results that can be measured, we are able to determine if our efforts are having an impact. There will never be enough funds to simply provide money to "good organizations doing good things." We focus on targeted and unduplicated efforts. The assessment of needs, the vetting of agencies and the fundraising takes a tremendous number of community volunteers, resulting in an effort that results in local people helping local people. Area Served Area Served 2
Geographic Area Served Cleveland County Noble Norman Central Oklahoma United Way of Norman primarily serves Norman, Noble and Southern Cleveland County. Service Categories Primary Organizational Category Secondary Organizational Category Tertiary Organizational Category Philanthropy,Voluntarism & Grantmaking Foundations/Fund Raising & Fund Distribution Community Improvement, Capacity Building/Community Coalitions Public & Societal Benefit Alliances & Advocacy Programs Education Description Category Education is one of four Impact Areas that defines the work of the United Way of Norman and the other nonprofit agencies it helps fund. The focus is on agency programs and collaborative initiatives that help ensure academic success, including early childhood education, middle and high school academic success, preparing families to help facilitate learning, improved graduation rates and school supplies for low-income families. Education, General/Other Elementary & Secondary Education Strategy Population Served Program Short-term Success Program Long-term Success Program Success Monitoring K-12 (5-19 years) Poor,Economically Disadvantaged,Indigent At-Risk Populations Community volunteers serve on Impact Councils to assess and prioritize community needs, review agency applications and make funding recommendations to the United Way of Norman's Board of Directors. They conduct site visits, interview agency leaders, review financial and board resources, all to ensure that the programs are successful. 3
Examples of Program Success Studies show that students who begin a new school year without adequate school supplies do not perform academically as their peers. Teachers often must provide assistance out of their own pockets. For these reasons, United Way of Norman, through a collaborative initiative involving local high school students, seeks financial contributions and school supplies to provide basic school supplies to nearly 800 low-income students each year from the Norman, Noble, Lexington, Little Axe and Robin Hill school districts. Health Description Category Health is one of four Impact Areas that defines the work of the United Way of Norman and the other nonprofit agencies it helps fund. The focus is on agency programs and collaborative initiatives that help ensure healthy adults and children. Health Care, General/Other Patient Care/Health Care Delivery Strategy Population Served Program Short-term Success Program Long-term Success Program Success Monitoring Examples of Program Success People/Families of People with Health Conditions Elderly and/or Disabled Children and Youth (0-19 years) Community volunteers serve on Impact Councils to assess and prioritize community needs, review agency applications and make funding recommendations to the United Way of Norman's Board of Directors. They conduct site visits, interview agency leaders, review financial and board resources, all to ensure that the programs are successful. Uninsured and underinsured, low-income residents often have great difficulty accessing dental care. United Way of Norman funds Variety Care, a nonprofit that provides medical and dental care to these residents. Although the dental clinic is 25 miles north of Norman in Oklahoma City, Variety Care provides transportation to Norman residents who qualify for dental services. 4
Financial Stability Description Category Financial is one of four Impact Areas that defines the work of the United Way of Norman and the other nonprofit agencies it helps fund. The focus is on agency programs and collaborative initiatives that help establish a more fiscally-literate community. By helping people prepare for better jobs, earning more money, saving more money, buying a home, working with financial institutions and understanding basic financial concepts, our community is stronger. Community Development, General/Other Community Economic Development Strategy Population Served Program Short-term Success Program Long-term Success Program Success Monitoring Examples of Program Success Poor,Economically Disadvantaged,Indigent Unemployed, Underemployed, Dislocated At-Risk Populations Community volunteers serve on Impact Councils to assess and prioritize community needs, review agency applications and make funding recommendations to the United Way of Norman's Board of Directors. They conduct site visits, interview agency leaders, review financial and board resources, all to ensure that the programs are successful. United Way of Norman funds a program at Salvation Army that seeks to break the cycle of poverty, addressing all the barriers (economic, emotional, physical, geographic, financial, etc.) to moving from poverty to a self-sustaining life. The participants learn to make better decisions about financial, employment and life issues. 5
Independence Description Category Independence is one of four Impact Areas that defines the work of the United Way of Norman and the other nonprofit agencies it helps fund. The focus is on agency programs and collaborative initiatives that help keep area residents, especially the elderly and those with disabilities, in their homes longer. Housing, General/Other Barrier-Free Housing Strategy Population Served Program Short-term Success Program Long-term Success Program Success Monitoring Examples of Program Success Elderly and/or Disabled Poor,Economically Disadvantaged,Indigent Aging, Elderly, Senior Citizens Community volunteers serve on Impact Councils to assess and prioritize community needs, review agency applications and make funding recommendations to the United Way of Norman's Board of Directors. They conduct site visits, interview agency leaders, review financial and board resources, all to ensure that the programs are successful. United Way of Norman funds Meals on Wheels, which provides hot meals to homebound elderly, disabled or ill individuals Monday through Friday. In addition to a diet-specific meal, the volunteers who deliver also provide a wellness check to those who may otherwise have limited contact outside the home. Disaster Programs Voluntary Organizations Active in Disaster (VOAD) Member 6
Long Term Recovery Description United Way of Norman has led the process of recovery following a variety of disasters in our service area, from major grass fires to tornadoes. With well-established relationships with nonprofits like the American Red Cross and Salvation Army, faith-based recovery teams, government agencies and other disaster recovery organizations, United Way provides a neutral party to effectively organize both short-term and long-term recovery Budget $0 Previous Disaster Experience Resources and/or Services Offered in Disaster In 2012 and 2013, United Way of Norman provided leadership, response organization, volunteer referral, and financial support to immediate and long-term response efforts. Community organization, agency response organization, volunteer referral, media assistance and financial support. Comments on Programs CEO/Executive Director/Board Comments The United Way of Norman serves approximately 53,000 residents of Norman, Noble and Southern Cleveland County by funding 41 programs at 28 nonprofit agencies and by managing collaborative initiatives. There will always be more needs than resources, and the United Way allows donors to connect with a variety of nonprofits that have been vetted by local volunteer leaders to ensure the agencies are well-managed and focused on specific needs in the community. United Way of Norman always is in search of engaged community members who are willing to assist with the Impact Councils and with fundraising. The United Way of Norman provides local people to address the needs of friends, neighbors and family members who can use a hand up. We serve our youth and elders, those who are cold, sick, hungry, grieving, abused, addicted and victims of disaster. Staff & Management CEO/Executive Director Daren Wilson Start Date Aug 2017 Email dwilson@unitedway-norman.org CEO/Executive Director Experience Small Business Owner, Non-Profit Volunteer, Non-Profit Management & Development Senior Staff Name Laurie Bass Jed Dembowski Kathy Holder Diane Murphree Title Director of Information Systems Vice President, Marketing & Communications Senior VP, Operations Community impact Director 7
Staff Information Number of Full-time Staff 6 Number of Part-time Staff 0 Number of Contract Staff 0 Number of Volunteers 400 Staff Retention Rate 83 % Are professional development opportunities provided? Does CEO/Executive Director have formal evaluations? Management Reports to Board? Staff Demographics - Ethnicity Caucasian 6 Other 0 0 Staff Demographics - Gender Male 2 Female 4 Organizational Plans Fundraising Plan Policy against commission-based compensation for fundraising consultant Communication Plan Strategic Plan Under Development Under Development Number of Years Strategic Plan Considers 5 Management Succession Plan Organization Policies and Procedures Continuity of Operations Plan Policies Nondiscrimination Policy Whistle Blower Policy Document Destruction Policy Directors and Officers Insurance Policy Collaborations 8
United Way of Norman collaborates with our funded partner agencies as well as many that we don't fund. We also collaborate with community organizations such as the University of Oklahoma, Norman Public Schools, Norman Regional Health System, DHS, Moore Norman Technology Center, Norman Public Library, and many more. Additionally, we work with local businesses to provide a variety of programs, initiatives and community activities. We believe that only through collaboration will we achieve our community goals. Affiliations Affiliation National Voluntary Organizations Active in Disaster (NVOAD) Association of Fundraising Professionals - Oklahoma Chapter Year 2012 2014 Chamber of Commerce 1985 Risk Management Provisions Accident and Injury Coverage Directors and Officers Policy Workers Compensation and Employers' Liability General Property Coverage and Professional Liability Comments on Staff & Management CEO/Executive Director/Board Comments Foundation Staff Comments We are a member organization of United Way Worldwide. We are annually reviewed and accredited in order to remain in good standing. March 1, 2015: The organization is conducting a search for an executive director. Governance Board Chair Ben Odom Company Affiliation Odom, Sparks & Jones Term Jan 2018 to Dec 2018 Email odomb@odomsparks.com Board of Directors List Current as of Jan 01, 2018 9
Name Affiliation Status Rufus Alexander Tatum Insurance Voting Katie Block BancFirst Voting Jeff Bryant City of Norman Voting Vicky Bumgarner University of Oklahoma NonVoting Robyn Castleberry Moore Norman Technology Center Voting Leslie Clowers Voting Rennie Cook Triumph Team Voting Tom Cooper First United Bank NonVoting Steve Corley Eide Bailly Voting Sean Crandall First Fidelity Bank Vicki Davis Johnson Controls Voting M.J. Farzanah Home Creations Patrick Grace OEC Voting J.T. Johnson Weather Decision Technologies Carly Johnson Chickasaw Nation Industries Voting John Koons OGE Voting Randy Laffoon SportsTalk Media Voting Aleesha Leemaster Norman Public Schools Voting Mark Millsap Norman Transcript Voting Mike Murphy Oklahoma State Bank Voting Ben Odom Odom, Sparks & Jones Diedra Peters Republic Bank & Trust Voting Christine Petty Cooper Forest Building Supplies Voting Sarah Smith Accountant Voting Eva Smith Sooner Success Voting Mike Stice University of Oklahoma Voting Kira Switzer Nonprofit Consultant Voting Kelly Wells Norman Regional Health System Voting George Wilson Hitachi Voting Joey Wishnuck Aria Development Voting Rondell Youngblood YMCA Voting Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 1 Caucasian 25 Hispanic/Latino 1 Native American/American Indian 1 Other 0 1 Board Demographics - Gender 10
Male 16 Female 14 Governance Information Board Term Lengths Board Term Limits 3 years 2 terms Number of Full Board Meetings Annually 12 Board Meeting Attendance % 83 % 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 % 75 % No Standing Committees Audit Board Governance Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Executive Finance Human Resources / Personnel Comments on Board & Governance CEO/Executive Director/Board Comments We have four councils- teams of volunteers who work year-round with our funded and community partners, identifying opportunities to fill community gaps, build collaboration, and move our community forward. The chairs of the four councils are voting board members during their terms. Campaign chairs also serve as voting board members during the year they serve. Financials Current Fiscal Year July 01, 2018-June 30,2019 Current Year Budgeted Total Income $1,900,000 Current Year Budgeted Total Expenses $1,900,000 Prior Three Years' Financial History Income and Expenses 11
Fiscal Year 2017 2016 2015 Total Revenue $1,620,418 $2,044,059 $1,988,038 Total Expenses $1,678,012 $2,154,053 $2,355,896 Revenue Less Expenses ($57,594) ($109,994) ($367,858) Income Sources Fiscal Year 2017 2016 2015 Contributions $1,595,485 $1,609,077 $1,852,690 Foundation and Corporation -- -- -- Contributions Government Contributions $0 $69,501 $54,926 Federal -- -- -- State -- $69,501 $54,926 Local -- -- -- Unspecified -- -- -- Individual Contributions -- -- -- Indirect Public Support -- -- -- Earned Revenue -- $1,895 $28,270 Investment Income, Net of Losses $11,710 $12,336 $14,730 Unrealized Gain/Loss ($595) $321,873 -- Membership Dues -- -- -- Special Events $13,818 $29,377 $37,422 Revenue In-Kind -- -- -- Other -- -- -- Expense Allocation Fiscal Year 2017 2016 2015 Program Expense $1,309,966 $1,771,695 $1,953,467 Administration Expense $93,416 $87,563 $92,929 Fundraising Expense $274,630 $294,795 $309,500 Payments to Affiliates -- -- -- Total Revenue/Total Expenses 0.97 0.95 0.84 Program Expense/Total Expenses 78% 82% 83% Fundraising Expense/Contributed Revenue 1987% 298% 335% Assets and Liabilities Fiscal Year 2017 2016 2015 Total Assets $1,809,780 $1,929,141 $1,974,780 Current Assets $1,120,190 $1,166,456 $1,297,670 Long-Term Liabilities -- -- -- Current Liabilities $1,228,460 $1,290,227 $1,225,872 Total Net Assets $581,320 $638,914 $748,908 Short-term Solvency Fiscal Year 2017 2016 2015 Current Ratio: Current Assets/Current Liabilities 0.91 0.90 1.06 Long-term Solvency Fiscal Year 2017 2016 2015 Long-Term Liabilities/Total Assets 0% 0% 0% 12
Top Funding Sources Fiscal Year 2017 2016 2015 Top Funding Source & Dollar Amount Contributions $1,595,485 Contributions $1,609,077 Contributions $1,852,690 Second Highest Funding Source & Dollar Special Events Realized & Govt - State $54,926 Amount $13,818 Unrealized Gains/(Loss) $321,873 Third Highest Funding Source & Dollar Amount Investment Income $11,710 Govt - State $69,501 Special Events $37,422 Endowment and Other Financial Information Endowment? Endowment Spending Policy Endowment Spending Policy Percentage (if selected) Credit line? Rreserve fund? Tax Credits? No Income Only 0 % 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 Despite strong efforts from volunteers and staff, the United Way of Norman has not made its campaign goal in five years. We have refined our messaging, are using newer media platforms to communicate and are using personal relationships more than ever. Foundation Staff Comments All prior year financial information is from the IRS Form 990s. Contributions may include foundations and corporations when the breakout was not available. 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 10.17.2018. Copyright 2018 Oklahoma City Community Foundation 13