2015 Annual Report

United Way of Central Oklahoma 2015 ANNUAL REPORT

TABLE OF CONTENTS

2 A Letter from the Chairman and President & CEO

4 Board Members & Trustees

9 2015 Campaign Results

11 Leadership Giving

12 Media Partners

15 Volunteer Center

19 Accountability

21 Program Funding

30 Community Investment

32 Research

33 Disaster Recovery Update

Our Statement of Financial Position and Statement of Activities are available as an insert upon request.

1 A LETTER FROM THE BOARD CHAIRMAN AND PRESIDENT & CEO

United Way of Central Oklahoma had a remarkable year of uniting individuals and the community in 2015, in keeping with the past nine decades of the organization’s legacy. We are very pleased with the many positive developments we’ve been part of in the community which have strengthened health and human services in central Oklahoma. Not only are more people being connected to needed services than ever before, but the giving nature of central Oklahomans has continued to shine.

It was a year of dynamic leadership with Judy Love and Mike Turpen at the helm of the campaign. The pair was unstoppable, bringing in more than $21.6 million, much of which was pledged by new donors. Mike and Judy made sure the campaign was successful until the very end. We finished the campaign having exceeded our goal and it was the sheer tenacity of these leaders that made it possible.

In 2015, United Way of Central Oklahoma added NewView Oklahoma to its family of Partner Agencies. NewView is an agency that sets its sights on improving lives and empowering those with dramatic vision impairments.

United Way’s research will make a substantial impact in central Oklahoma thanks to a generous gift from Boeing to improve and underwrite research on health and social services in central Oklahoma. Our research team’s most recent edition of Vital Signs, “Central Oklahoma Priorities: Mental Health and Substance Abuse” focuses on the most recent findings about the state of mental health and substance abuse in the area.

Additionally, the UWCO Board of Directors approved to allocate $1.2 million over three years to provide Pathways case management as well as wrap-around services to sustain permanent, supportive housing and meet the other needs of those affected by homelessness, mental illness and substance abuse in central Oklahoma.

The second class of Board Serve Central Oklahoma graduated and these ambitious civic leaders are now serving on various partner agency boards. It is programs like Board Serve and affinity groups like Emerging Leaders and Women’s Leadership Society that are helping keep philanthropy and civic leadership alive and well in central Oklahoma.

We want to acknowledge three individuals who have gone beyond the call of

2 duty to serve United Way of Central Oklahoma with their valuable experience, insights and volunteerism. In 2015, Robert “Bob” Ross was presented with the John Rex Community Builder Award at the 13th Annual Snowflake Gala Volunteer Reception. The same evening, Hillary Farrell received the Ray Ackerman Leadership Award. The highest United Way of Central Oklahoma honor, the Richard H. Clements Lifetime Achievement Award, was bestowed upon Pete Delaney.

We sincerely thank these individuals for their devoted service to United Way, our Board of Directors, our partner agencies and the United Way mission.

We also thank you, our volunteers, donors, board members and service providers for your tireless work and extreme generosity in bringing help to our community’s most vulnerable citizens. Together, we can make central Oklahoma even stronger, healthier and more compassionate.

J. Larry Nichols Debby Hampton Board Chairman President & CEO United Way of Central Oklahoma United Way of Central Oklahoma

Hillary Farrell Robert “Bob” Ross Pete Delaney

3 BOARD MEMBERS & TRUSTEES

2015 OFFICERS OF THE BOARD Chairman of the Board J. Larry Nichols, Devon Energy Corporation Secretary/Treasurer Shane Wharton, Love’s Travel Stops & Country Stores, Inc. Assistant Secretary/Treasurer Matt McGuire, Heritage Trust Company

2015 EXECUTIVE COMMITTEE Administration Committee Chair David Harlow, BancFirst Audit Committee Chair Mark Wood, Ernst & Young LLP Campaign Co-Chair Judy Love, Love’s Travel Stops & Country Stores, Inc. Campaign Co-Chair Mike Turpen, Riggs, Abney, Neal, Turpen, Orbison & Lewis Community Investment Chair Marsha Ingersoll, City of Oklahoma City Ethics Committee Chair George E. Young Sr., Oklahoma State House of Representatives Human Resources Committee Chair Cathy O’Connor, The Alliance for Economic Development of Oklahoma City, Inc. Labor Chair Jim Curry, Oklahoma State AFL-CIO Legal Counsel Cynda C. Ottaway, Crowe & Dunlevy Nominating Committee Chair Ed Martin, Ackerman McQueen Marketing Committee Chair Hillary Farrell, Ackerman McQueen/Videodigm Research & Community Initiative Chair Robert Clements, Clements Foods Company Special Events Committee Chair Chris Reen, The Oklahoman Media Company

4 BOARD MEMBERS & TRUSTEES

2015 BOARD OF DIRECTORS Chris Anoatubby, Chickasaw Nation/Sovereign Medical Solutions Angie Aubrey, Bank of Oklahoma Matt Beavers, Devon Energy Corporation Joy Reed Belt, Joy Reed Belt & Associates/Joy Reed Belt Search Consultants M.T. Berry, City of Oklahoma City Don Betz, University of Central Oklahoma Bev Binkowski, Blue Cross and Blue Shield of Oklahoma Jeb Boatman, Boeing Company Rick Bott, Community Volunteer David Carpenter, American Fidelity Assurance Company Robert Clements, Clements Foods Company Michelle Coppedge, Mike Monroney Aeronautical Center Jim Curry, Oklahoma State AFL-CIO Mark Davies, Oklahoma City University Pat Dennis, The Pisa Group Todd Dobson, MidFirst Bank Steve Eddy, City of Moore Todd Edmonds, HSE Architects Carl Edwards, Price Edwards and Company Eric Eissenstat, Continental Resources, Inc. Clay Farha, B.D. Eddie Enterprises Hillary Farrell, Ackerman McQueen/Videodigm Mark W. Funke, Southwest Bancorp, Inc. Jim Gebhart, Mercy Hospital Oklahoma City Jack Golsen, LSB Industries Steve Hahn, AT&T Oklahoma Kirkland Hall, The Fred Jones Companies David Harlow, BancFirst Marsha Ingersoll, City of Oklahoma City Dennis Jaggi, EnCap Flatrock Midstream Michael E. Joseph, McAfee & Taft E. Carey Joullian, Mustang Fuel Corporation Bradley Krieger, Arvest Bank Doug Lawler, Chesapeake Energy Corporation Bruce Lawrence, INTEGRIS Health Jean Leger, Jr., Oklahoma Gas and Electric Company Lewis LeNaire, Gable Gotwals D.E. “Rick” Lippert Jr., Lippert Brothers, Inc. Jenee Naifeh Lister, Merrill Lynch/Bank of America Linda Litchfield, Community Volunteer Judy Love, Love’s Travel Stops & Country Stores, Inc. Alan Marcum, Devon Energy Corporation

5 BOARD MEMBERS & TRUSTEES

2015 BOARD OF DIRECTORS (Continued) Ed Martin, Ackerman McQueen Steve Mason, Bluebird Consulting, Inc. Matt McGuire, Heritage Trust Company Kenneth N. McKinney, Tomlinson, Rust, McKinstry & Grable, P.C. Wes Milbourn, KFOR-TV Channel 4 and KAUT Channel 43 Michael Ming, GE Global Research Oil & Gas Technology Center Robert Neu, Oklahoma City Public Schools J. Larry Nichols, Devon Energy Corporation Cathy O’Connor, The Alliance for Economic Development of Oklahoma City, Inc. Tim O’Connor, Labor Federation, AFL-CIO Cynda C. Ottaway, Crowe & Dunlevy David Page, JPMorgan Chase Elizabeth Pauchnik, INTEGRIS Health, Inc. Kristin Peck, Cox Communications Chris Reen, The Oklahoman Media Company Lindy Ritz, Community Volunteer Kris Rogers, Love’s Travel Stops & Country Stores, Inc. Jim Roth, Phillips Murrah P.C. Meg Salyer, Accel Financial Services Nick Samarripas, First Fidelity Bank David Schroeder, Community Volunteer Natalie Shirley, OSU-OKC Kent Shortridge, Oklahoma Natural Gas Perry Sneed, Sheet Metal Workers International Association, Local 124 Chuck Spicer, OU Medical Center Mike Stice, The University of Oklahoma Doug Stussi, Love’s Travel Stops & Country Stores, Inc. Lee Symcox, First Fidelity Bank David Thompson, InvesTrust and Asset Services Company T. Scott Towery, Enviro Clean Products & Services Mike Turpen, Riggs, Abney, Neal, Turpen, Orbison & Lewis Jean Wallace, Buttery Company, LLP Shane Wharton, Love’s Travel Stops & Country Stores, Inc. Terri White, Oklahoma Department of Mental Health and Substance Abuse Services John D. Williams, Williams and Associates Hospitality, LLC Mark Wood, Ernst & Young LLP George E. Young Sr., Oklahoma State House of Representatives

Ex-Officio Members Eric Anderson, F&M Bank Steve Gentling, Gentling Enterprises Dan Straughan, The Homeless Alliance 6 BOARD MEMBERS & TRUSTEES

2015 BOARD OF DIRECTORS 2015 ADVISORY BOARD OF TRUSTEES (Continued) John Armitage, M.D., Oklahoma Blood Institute William Bryles, AFSCME Local 2406 Richard Clements, Clements Foods Company Mike Coats, IBC Bank Luke Corbett, Corbett Management Jim Couch, City of Oklahoma City Pete Delaney, Enable Midstream Partners Susan Hillis, KPMG, LLP Cliff Hudson, Sonic, America’s Drive-In LeAnn Jenkins, Oklahoma Federal Executive Board Linda Lambert, LASSO Corporation Robert Lorenz, Community Volunteer Mary Mélon, The Foundation for Oklahoma City Public Schools Polly Nichols, Community Volunteer David Ortloff, Dillingham Benefits Pat Rooney, First National Bank Oklahoma Randy Roper, MidFirst Bank Paul Sechrist, Community Volunteer Tony Shinn, Bank of America Robert Toler, Federal Reserve Bank of Kansas City-OK Branch Chad Wilkerson, Federal Reserve Bank of Kansas City-OK Branch Ronald Williams, Lucent, International Brotherhood of Electrical Workers, Local 2021 Retiree Roy Williams, Greater Oklahoma City Chamber

2015 United Way of Central Oklahoma Senior Staff Debby Hampton, President & CEO Pam Cox, Chief Financial Officer Nina Daylor, Executive Vice President Barbara Royce, Vice President, Labor Participation Crystal Stuhr, Vice President, Strategies and Community Impact Linda Tharp, Vice President, Human Resources and Volunteer Programs Heather Warlick, Vice President, Communications

7 CAMPAIGN CABINET Co-Chairs Judy Love Mike Turpen Committee Members Dr. John Armitage Jay Armstrong Matt Beavers Christine Berney M.T. Berry Don Betz Dave Carpenter Mike Carrier Robert Clements Terri Cornett Patti Davis Steve Eddy Todd Edmonds Carl Edwards Tricia Everest Roberta Fields Russ Florence Jan Foreman Mark Funke Jim Gebhart Dave Hager Judy Hatfield Gregg Henson Tim Johnsen Carol Jones Chris Kenney Darin Kent Brad Krieger Rick Lippert Jenee Naifeh Lister Alan Marcum Ed Martin Pam Newby Tim O’Connor Brian Padgham Kristin Peck David Rainbolt Steve Rasmussen Chris Reen Secretary Jim Reese Charlotte Richels John Richels Randy Roper Clint Schwab Keith Schwarz Tony Shinn Perry Sneed Doug Stussi David Thompson Kevin Wellfare Shane Wharton Darcy Wilborn Chad Wilkerson Ron Witherspoon Richard Wright

Judy Love and Mike Turpen, Campaign Co-Chairs 8 2015 CAMPAIGN RESULTS

Thanks to the leadership of Campaign Co-Chairs Mike Turpen and Judy Love and all of our campaign cabinet volunteers, we exceeded our goal and raised $21.6 million for our community! United Way’s annual fundraising drive includes six unique campaigns. We are proud to administer the Combined Federal Campaign, the Heart of the City Campaign, the State Charitable Campaign, the United Way of Canadian County Campaign and the United Way of Logan County Campaign in conjunction with the United Way of Central Oklahoma Campaign.

2015 Campaign Totals United Way of Central Oklahoma $17,863,964 Combined Federal Campaign $2,307,333 State Charitable Campaign $466,238 Heart of the City Campaign $574,054 United Way of Logan County $197,260 United Way of Canadian County $191,151

Campaign Total $21,600,000

9 Ed Martin and Mark Funke, Leadership Committee Co-Chairs 26 LEADERSHIP GIVING

While the vast majority of gifts to United Way of Central Oklahoma come from thousands of individuals, a core group of donors give with a level of generosity that sets them apart. These people form our Leadership Giving Association. These extraordinary people know the value of civic participation and their contributions of time, talent and treasure help United Way of Central Oklahoma successfully accomplish our mission.

Total leadership gifts make up 37% of United Way of Central Oklahoma’s campaign total

Leadership Givers also participate in a wide array of special events throughout the year that range from socializing and networking to community education and service projects.

Type of Event: Leadership Giving Association Leadership Reception (May)

Women’s Leadership Society Social Heartbeat of Oklahoma City (February) Cocktails and Conversations (April) Annual Luncheon (October) Networking Cocktails and Conversations (November)

Emerging Leaders Community Easter Egg Hunt (March) education “Raising the Stakes” Event (September) Halloween Carnival at Special Care (October) Senior Holiday Gala (December) Service Lunches with Leaders (Year Round) project 11 MEDIA PARTNERS MEDIA PARTNERS

MARKETING COMMITTEE

Chair Hillary Farrell Committee Members Joni Brooks Jeni Bruns Pam Campbell Sunny Cearley Kris Glen Alesha Leemaster Mark Martin Wes Milbourn Zack Nash Dave Ortloff Kristin Peck Scott Towery Hillary Farrell, Marketing Committee Chair Chad Woolbright

OUR 2015 MEDIA El Reno Tribune & Mustang News Oklahoma Banker Enable Midstream Oklahoma Gazette PARTNERS Griffin Outdoor Oklahoma Nursing Times Guthrie News Leader Oklahoman Media Company 405 Magazine (formerly Slice) /Open iHeartRadio Perry Broadcasting Sky Media ION Online Magazine Piedmont Surrey Gazette Ackerman McQueen Journal Record Saxum AmeriKidz KAUT OK43 South OKC Chamber Arnold Outdoor KFOR The Bethany Tribune BancFirst KOCO Channel 5 The City Sentinel Black Chronicle KOCB WB 34 The Curbside Chronicle Blue Sky/Elite Outdoor KOKH Fox 25 The Moore American Chesapeake Energy Corp. KSBI Channel 52 The Point (OKC Chamber) Cox Communications KWTV-9 Territory Cumulus Media Lamar Outdoor Tyler Media Dan Quyen Newspaper Love’s Travel Stops & Country Stores, Vital Outdoor Advertising (Digital) David McNeese Photography Inc. Yukon Review Del City Chamber of Commerce Metro Family Design Oklahoma Midwest City Chamber of Commerce Devon Energy Moore Chamber of Commerce Distinctly Oklahoma Moore Monthly Thank you to our media Edmond Chamber of Commerce National Cinema partners who donated Edmond Life & Leisure New West Group Video nearly $2 million in Edmond Sun OKC Chamber of Commerce El Latino American OKC Friday in-kind contributions! El National Media OKC Rotary News – Club 29

12 MEDIA PARTNERS SPECIAL EVENTS

United Way of Central Oklahoma holds several special events each year to honor our incredible volunteers, kick-off campaigns and celebrate successes.

Our Special Events Committee focuses on making our events better each year. From our Pacesetter Games, Campaign Kickoff, Recognition Reception and Snowflake Gala, United Way events are geared to get people excited about the work being done by our volunteers and SPECIAL EVENTS amazing Partner Agencies. Chair: Chris Reen These events are often tailored to Committee Members reflect the campaign’s theme. Matt Beavers In 2015, that theme was “Love Lewis LeNaire Your Community to the Moon and Chuck Spicer Back.”

Chris Reen, Special Events Committee Chair

Participants paddle away as they compete 35 in the 2015 Pacesetter games. HUMAN RESOURCES

HUMAN RESOURCES COMMITTEE Chair Cathy O’Connor

Committee Members Jim Curry Bruce Lawrence Beth Pauchnik Kristin Peck Lindy Ritz Jim Roth Kent Shortridge Jean Wallace John Williams

Cathy O’Connor, Human Resources Committee Chair

The Human Resources Committee is responsible for reviewing all matters relating to the staff compensation, employee benefits, and other personnel concerns referred to the committee. The committee is responsible for recommending and assisting in the development and implementation of personnel policies and procedures for United Way. The committee will also act as a consultant assisting in the resolution of personnel issues.

The mission of the Human Resources Committee is to support and uphold the United Way mission and Human Resource philosophy while maintaining the highest degree of confidentiality.

Cathy14 O’Connor, Human Resource Committee Chair 28 VOLUNTEER CENTER

The United Way of Central Oklahoma Volunteer Center throughout 2015 connected more than 2,000 volunteers with opprotunities 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 Volunteer in the community! to that, it would total well over $118,500.

VOLUNTEER CENTER PROJECTS In June, we partnered with companies for Day of Action to collect school supplies to donate to the Putman City, Millwood, and Crooked Oak school districts and to the Juvenile Justice Center. We received a $5,000 sponsorship from Depend that was used to help purchase school supplies. In October we hosted Day of Caring, a community-wide volunteer event when more then 700 individuals were connected with 48 volunteer opprotunities. These volunteers came from companies, churches, universities and other organizations to serve United Way Partner Agencies.

During the holidays, we support our Partner Agencies by connecting volunteers to give back to those they serve. This is all coordinated through the Volunteer Center website to encourage people to give back during the holiday season.

GETTING CONNECTED This year we launched a new volunteer platform, “Get Connected,” which allows partner agencies and other local nonprofits to easily share volunteer opportunities and recruit volunteers. We have also developed a more accurate way of tracking volunteers and their hours that will allow us to keep better track of all the great deeds our volunteers are doing throughout the community.

“Get Connected” at http://www.volunteercentraloklahoma.org/ Cathy O’Connor, Human Resource Committee Chair 28 15 UNITED WAY OF CENTRAL OKLAHOMA BOARD SERVE PROGRAM

Board Serve graduates pose for a photo after their Board Serve graduation.

The United Way of Central Oklahoma Board Serve program is developing better, more effective board members to serve on our Partner Agencies’ boards. Through a unique combination of expert guest speakers and a curriculum of nonprofit board governance, leadership skills, nonprofit law, fundraising, crisis management and other vital skills, Board Serve students graduate to be placed on various nonprofit boards.

The 2014/2015 class marks the second year for the program. Forty-eight students have graduated from this program and been placed on the boards of 29 Partner Agencies. In May, Frank Merrick, Board 2016, the third class will graduate 27 students Serve Program Chair who will be placed on nonprofit boards.

16 2015 BOARD SERVE GRADUATES & THE BOARDS ON WHICH THEY SERVE

American Red Cross RSVP Adam Christensen, Merrill Lynch Derek Ebert, First Fidelity Financial Group Nathan Shirley, Cemplex Group Andrea Gomez-Daze, Youth Care of Okla- homa Arthritis Foundation, Oklahoma Chapter Kristina Evans, American Fidelity TEEM Tiece Dempsey, United States District Court Camp Fire Heart of Oklahoma Julie Coffee, High Impact Management Upward Transitions Celebrations Jake Winkler, McGladrey, LLP Julie Jungman, McGladrey, LLP Courtney Walker, Mike Monroney Youth and Family Services El Reno Aeronautical Center, FAA Brandi Bush, Hobby Lobby Stores

Daily Living Center Youth Services for Oklahoma County, Inc. Creig Stephans, OGE Energy Corp. Maheshkumar Krishnan, G E Global Research Oil & Gas Technology Center EARC, Inc. Katherine Mazaheri Franze, Mazaheri Law Anne Schudder, McGladrey, LLP Firm

Family Builders, Inc. YWCA Oklahoma City Angie Christopher, Oklahoma City Diana Rawdon, Bank of Oklahoma Community College

Health Alliance for the Uninsured Aldwyn Sappleton, Department of Commence

HeartLine, Inc. Brett Carnes, McGladrey, LLP

The Homeless Alliance Kyle Stewart, McGladrey, LLP

Neighborhood Services Organization, Inc. Jacqueline Sit, Candor Public Relations

Oklahoma Foundation for the Disabled Steve Adamo, First Fidelity Bank Chelsea Canada, Oklahoma Dental Association

Oklahoma United Methodist Circle of Care Cherree Warner, New Discoveries Youth & Family Services

17 COMMUNITY INVESTMENT COMMITTEE

Chair: Marsha Ingersoll

Vice Chair: Kris Rogers

Immediate Past Chair: David Schroeder

Committee Members: Jeb Boatman Steve Eddy Jean Leger Jr. Linda Litchfield

Subcommittee Co-Chairs Mike Adams Tristan Adler Micki Carney Cynthia Clegg Beth Crounse Laura Culberson Chris Cwiklinski Scott Dolina Brad Ezell Rich Fehrmann Kemit Grafton Steve Hartman David Hatch Dr. Jay Hiller Christi Jernigan John Johnson Cecilia Leonard Mitsy Martin-Davis Sheryl Morsman Jennifer Myers Donna Onley Jacob Pasby Bob Reynolds Become a Community Nic Rogers Carrie Sauer Investment volunteer! Heather Scott John Semtner Jim Smith Sheila Stout Amanda Streitmatter John Symcox Ron Williams

Marsha Ingersoll, Community Investment Committee Chair ACCOUNTABILITY

United Way is grounded in its core practice of transparency and accountability. We are responsible to our donors and Partner Agencies to effectively manage and allocate donations and that is a duty we take very seriously. United Way of Central Oklahoma continually exceeds the United Way Worldwide Standards of Excellence. We are committed to maintaining low administrative and fundraising costs and holding our Partner Agencies to the same standards.

Each year, we ensure those standards are being met by requiring our Partner Agencies to renew their association with United Way. Through this Community Investment process, which is administered by United Way of Central Oklahoma board and community volunteers, Partner Agencies are closely scrutinized to make sure that contributions are allocated to nonprofits upholding only the highest standards of excellence.

The following explains how our Community Investment process takes place and in the next pages, you’ll see exactly where your donations are allocated.

1 United Way of Central Oklahoma raises funds. Approximately 200 Community Investment Volunteers, all of whom are donors, spend more than 4,000 combined hours reviewing agency budgets, 2 audits and other financial reports, program outcomes and performance histories. Current research about Central Oklahoma health and human service needs is provided to inform the volunteers. 3 Community Investment Volunteers visit Partner Agencies to see first-hand the work being accomplished with United Way funds. Community Investment Volunteers meet to discuss funding recommendations 4 for each United Way program. The Community Investment Committee operates within the United Way of Central Oklahoma’s Board of Directors to review and balance funding 5 recommendations from the donor volunteers against the contributed funds available for allocation. When the funding balance is complete, the Community Investment 6 Committee submits a final recommendation to the United Way of Central Oklahoma’s Board of Directors for approval. 7 Following approval from the Board of Directors, the funds are distributed among our Partner Agencies. Community Investment Volunteers conduct follow-up evaluations through 8 mid-year and final reports on results achieved. 19 Our Five Focus Areas Community Preparedness Our community is prepared to respond to individual and community emergencies.

Healthy Citizens Central Oklahomans have access to physical and mental health care and adopt healthy lifestyles. Important health research is funded.

Independent Living Older adults and the disabled are engaged in the community with access to independent living, job skills, volunteer positions, and dynamic relationships while their primary caregivers receive respite and support.

Strong Families Individuals and families have resources to achieve financial stability as well as access to counseling, debt management, education, job training and housing.

Successful Kids Infants, children, and youth are nurtured and given the opportunity to succeed in school, develop life skills and become productive citizens. PROGRAM FUNDING

People in need often need more than one service. United Way of Central Oklahoma funds a myriad of vital health and human services in the area and can also refer clients to multiple agencies, depending on their situations.

By donating to United Way of Central Oklahoma, you are helping support dozens of highly credible agencies that provide services to some of Oklahoma’s most vulnerable citizens. Your gifts provide health care to the sick, safe-havens for those in harm’s way, a lifeline to the desperate and a hand-up to people who are struggling.

Here is how your donations were allocated in 2015 to make a big difference in the lives of thousands of your friends, neighbors and fellow central Oklahomans.

COMMUNITY PREPAREDNESS 2015/2016 Allocable Dollars

15%

Partner Agency 2015/2016 Funding

American Heart Association Quality Improvement $15,000 State Health Alliances $31,000

American Red Cross Central and Western Oklahoma Region Disaster Services $1,408,808 Health & Safety $121,533 Service to Armed Forces $215,843

American Red Cross, Heart of Oklahoma Chapter Service to Armed Forces $3,403 Disaster Services $54,935

Oklahoma Halfway House, Inc. Women’s Services $4,038 21 COMMUNITY PREPAREDNESS (CONTINUED) Partner Agency 2015/2016 Funding

The Salvation Army, Central Oklahoma Area Command Disaster Services $36,946

Skyline Urban Ministry Food Pantry $39,000

HEALTHY CITIZENS 2015/2016 Allocable Dollars

18%

Partner Agency 2015/2016 Funding

American Heart Association Cause Initiatives $60,000 Cultural Health Initiatives $35,500 Research $67,000 American Lung Association in Oklahoma Public Education $89,053

Arthritis Foundation, Oklahoma Chapter Patient and Community Service $61,000 Public Health Education $35,000 A Chance to Change Foundation A Chance to Recover $60,500 D-DENT, Inc. Management & General $9,723 Preventative $10,418 Restorative $68,061 Family Builders, Inc. Violence Prevention $35,001

22 HEALTHY CITIZENS (CONTINUED) Partner Agency 2015/2016 Funding

Health Alliance for the Uninsured Care Connection $30,825 Cooperative Central Pharmacy $39,000 HeartLine Suicide Prevention $37,240 The Homeless Alliance Capacity Building $36,750 Horizon HMIS $24,500 INTEGRIS Hospice Hospice of Oklahoma County $181,000 John W. Keys Speech & Hearing Center Hearing Aid Bank $13,887 Latino Community Development Agency Health $22,171 Riverside Community Center $17,800 Treatment $38,000 Mental Health Association Oklahoma Sunbridge Counseling $20,242 TeenScreen $68,472 Neighborhood Services Organization Management & General $43,655 Palo Duro $33,189 NorthCare Adult Services $269,062 Oklahoma Medical Research Foundation (OMRF) Research Program $125,000 Sunbeam Family Services, Inc. Counseling Services $182,360 Urban League of Greater Oklahoma City, Inc. Urban Health $20,000 Variety Care Dental Clinic $15,000 Family Planning $50,662 Obstetric Clinic $226,644 Pediatric Clinic $275,184 YMCA of Greater Oklahoma City Lincoln Park Senior Center $59,000

23 INDEPENDENT LIVING 2015/2016 Allocable Dollars

13%

Partner Agency 2015/2016 Funding

Areawide Aging Agency, Inc. Management & General $40,000 Daily Living Centers, Inc. Adult Day Health $210,490 Eldercare Case Management $44,000 Dale Rogers Training Center, Inc. Adult Rehab $70,003 Auxiliary Day Care $6,750 Auxiliary Transportation $50,213 Special Needs $15,919 EARC, Inc. The Trails $76,603 Metropolitan Better Living Center Adult Day Health $105,004 NewView Oklahoma OKC Low Vision Rehabilitation $18,000 Oklahoma Foundation for the Disabled, Inc. Oklahoma Foundation for the Disabled $203,698 RSVP of Central Oklahoma, Inc. Provide-A-Ride Transportation $96,850 Volunteer Recruit & Placement $74,500 The Salvation Army, Central Oklahoma Area Command Senior Services $238,000 Transportation $127,500 Sunbeam Family Services, Inc. Emergency Senior Shelter $79,729 Senior Companion Services $189,407

24 STRONG FAMILIES 2015/2016 Allocable Dollars

26%

Partner Agency 2015/2016 Funding

Catholic Charities Family Support Services $107,460 Holy Family Home $73,892 Homeless Services $21,000 Immigration $190,000 Community Literacy Centers, Inc. LEAP $74,750 Tutor Training $10,506 Consumer Credit Counseling Service of Central Oklahoma (CCCS) Education $36,000 Family Builders, Inc. Child Abuse Prevention $187,425 Goodwill Industries of Central Oklahoma Job Connection Center $33,998 The Homeless Alliance WestTown Resource Center $49,000 HeartLine 2-1-1 24/7 Services $177,000 Latino Community Development Agency Prevention $54,600 Legal Aid Services of Oklahoma, Inc. Oklahoma City Law Office $132,000 Neighborhood Services Organization Housing & Community Development $245,000 Positive Tomorrows Family Support Services $90,650 Possibilities, Inc. Participatory Community Capacity Building $34,214

25 STRONG FAMILIES (CONTINUED) Partner Agency 2015/2016 Funding

Safe Kids Oklahoma Child Passenger Safety $29,591 The Salvation Army, Central Oklahoma Area Command Emergency Shelter $191,000 Social Services $230,000 TEEM The Education & Employment Ministry Job Placement $37,809 Upward Transitions Community Outreach Program $325,920 Management & General $25,279 Urban League of Greater Oklahoma City, Inc. Affordable Housing $46,500 Employment and Training $141,000 Entrepreneurship $65,000 Management & General $39,500 YWCA Oklahoma City Crisis Advocacy & Residential Services (CARS) $710,700 Management & General $43,543 Youth & Adult $48,448

26 SUCCESSFUL KIDS 2015/2016 Allocable Dollars

28%

Partner Agency 2015/2016 Funding

Bethesda, Inc. Girl’s Therapeutic Counseling Program $40,000 Big Brothers Big Sisters of Oklahoma, Oklahoma City One-to-One Mentoring $187,150 Boy Scouts of America, Last Frontier Council Comprehensive Youth Development $530,855 Boys & Girls Clubs of Oklahoma County Boys and Girls Clubs $178,360 Calm Waters Center for Children & Families Center-based Support Groups $59,308 School-based Support Groups $19,445 Camp Fire Heart of Oklahoma Management & General $26,500 OKC Comprehensive Youth Development (Clubs) $103,000 OKC In-School $131,000 CASA of Oklahoma County, Inc. Case Management $95,063 Celebrations Preschool, Inc. Preschool Program $155,000 A Chance to Change Foundation A Chance to Succeed $36,000 Citizens Caring for Children Resource Center $115,000 Coffee Creek Riding Center for the Handicapped Therapeutic Riding Program $115,300 Dale Rogers Training Center, Inc. Camp Tumbleweed $12,816 Family Builders, Inc. Community Education Program $3,800

27 Partner Agency 2015/2016 Funding

Girl Scouts - Western Oklahoma Leadership Development $320,718

John W. Keys Speech & Hearing Center Language Preschool $19,445

Latino Community Development Agency Tony Reyes Child Development $32,586

Moore Youth & Family Services MAST (Moore Alternative School and Treatment) $87,993 Program

Oklahoma United Methodist Circle of Care, Inc. Child SHARE $26,578

Positive Tomorrows Education $120,000 Extracurricular Program $15,800

The Salvation Army, Central Oklahoma Area Command Boys & Girls Club $180,000

Special Care, Inc. Childcare-Special Needs $390,672 Management & General $40,923

Sunbeam Family Services, Inc. Contracted Foster Care (CFC) $55,898 Management & General $19,206 OKC Educare $310,214

Tinker AFB Youth Center Social Programs $16,342 Sports Program $11,524

Urban League of Greater Oklahoma City, Inc. Children and Families $70,500

YMCA of Greater Oklahoma City Teens $29,000

Youth & Family Services, Inc. Community Counseling $21,200 The Caring Center $25,000 Management & General $3,132

28 Partner Agency 2015/2016 Funding

Youth Cornerstone** Art Shaping Character $2,494

Youth Services for Oklahoma County Supporting Kids in Independent Living (SKIL) $49,500

Marsha Ingersoll, Community Investment Committee Chair, instructs community volunteers in the community investment process.

**Designations from the 2014 campaign. No longer in operation

29 COMMUNITY INVESTMENT

DISTRIBUTION BASE: 2014 Campaign Pledges...... $21,583,316 Directly Paid Designations...... 510,000 Less Allowance for Pledge Loss...... 1,253,352 Net Available for Distribution...... 19,819,964

American Heart Association...... $208,500 American Lung Association in Oklahoma...... 89,053 American Red Cross, Central & Western Oklahoma Region...... 1,746,184 American Red Cross, Heart of Oklahoma Chapter...... 58,338 Areawide Aging Agency, Inc...... 40,000 Arthritis Foundation, Oklahoma Chapter...... 96,000 Bethesda, Inc...... 40,000 Big Brothers Big Sisters of Oklahoma, Oklahoma City...... 187,150 Boy Scouts of America, Last Frontier Council...... 530,855 Boys & Girls Clubs of Oklahoma County...... 178,360 Calm Waters Center for Children & Families...... 78,753 Camp Fire Heart of Oklahoma...... 260,500 CASA of Oklahoma County, Inc...... 95,063 Catholic Charities...... 392,352 Celebrations Preschool, Inc...... 155,000 A Chance to Change Foundation...... 96,500 Citizens Caring for Children...... 115,000 Coffee Creek Riding Center for the Handicapped...... 115,300 Community Literacy Centers, Inc...... 85,256 Consumer Credit Counseling Service (CCCS)...... 36,000 Daily Living Centers, Inc...... 254,490 Dale Rogers Training Center, Inc...... 155,701 D-DENT, Inc...... 88,202 EARC, Inc...... 76,603 Family Builders, Inc...... 226,226 Girl Scouts - Western Oklahoma...... 320,718 Goodwill Industries of Central Oklahoma...... 33,998 Health Alliance for the Uninsured...... 69,825 HeartLine...... 214,240 The Homeless Alliance...... 110,250 INTEGRIS Hospice...... 181,000 John W. Keys Speech & Hearing Center...... 33,332 Latino Community Development Agency...... 165,157 Legal Aid Services of Oklahoma, Inc...... 132,000

30 COMMUNITY INVESTMENT

Mental Health Association Oklahoma...... 88,714 Metropolitan Better Living Center...... 105,004 Moore Youth & Family Services...... 87,993 Neighborhood Service Organization...... 321,844 NewView Oklahoma ...... 18,000 NorthCare...... 269,062 Oklahoma Foundation for the Disabled, Inc...... 203,698 Oklahoma Halfway House, Inc...... 4,038 Oklahoma Medical Research Foundation (OMRF)...... 125,000 Oklahoma United Methodist Circle of Care, Inc...... 26,578 Positive Tomorrows...... 226,450 Possibilities, Inc...... 34,214 RSVP of Central Oklahoma, Inc...... 171,350 Safe Kids Oklahoma...... 29,591 The Salvation Army, Central Oklahoma Area Command.. 1,003,446 Skyline Urban Ministry...... 39,000 Special Care, Inc...... 431,595 Sunbeam Family Services, Inc...... 836,814 TEEM, The Education & Employment Ministry...... 37,809 Tinker AFB Youth Center...... 27,866 Upward Transitions...... 351,199 Urban League of Greater Oklahoma City, Inc...... 382,500 Variety Care...... 567,490 YMCA of Greater Oklahoma City...... 88,000 Youth & Family Services, Inc...... 49,332 Youth Cornerstone*...... 2,494 Youth Services for Oklahoma County...... 49,500 YWCA Oklahoma City...... 802,691 Sub Total...... 13,047,178 OTHER DISTRIBUTIONS: United Way of Canadian County...... $300,907 United Way of Logan County...... 223,406 Heart of the City Designations...... 269,817 Combined Federal Campaign Designations...... 2,006,409 State Charitable Campaign Designations...... 269,433 Designations to Other United Ways/Agencies...... 194,971 United Way Worldwide Dues...... 207,259 United Way Operating Budget...... 3,300,584 TOTAL...... $19,819,964

*Designations from the 2014 campaign. No longer in operation. 31 RESEARCH DISASTER RECOVERY UPDATE

Want to learn more about our community’s pressing issues? Go to our Data Center at www.unitedwayokc.org

Research is at the heart of United Way of Central Oklahoma’s mission. Through extensive assessments, we determine where the needs are greatest and how best to help alleviate those problems. Our research team aims to provide quality and timely data about the current state of health and human well-being and to educate the public and those in positions to make change

We share our research in our publications and online in our Data Center, which is designed to Robert Clements, serve as a resource for information Research Committee Chair regarding central Oklahoma. The publication and online Data Center contain data from multiple resources. The demographics section provides an overview of the central Oklahoma population. Research is grouped according to our five focus areas: community preparedness, healthy citizens, independent living, successful kids and strong families. Robert Clements, Research Committee Chair

RESEARCH AND Committee Drew Dugan Doug Reed COMMUNITY Members: Marti Ferretti Kris Rogers INITIATIVES Carole Hall Hardeman Meg Salyer COMMITTEE Jane Abraham Jenny Hatton Connie Schlittler Susan Agel Marsha Ingersoll David Schroeder Chair Nancy Anthony Christi Jernigan Wendi Schuur Robert Clements Shea Bracken George Johnson Steve Shepelwich Cordell Brown Allison Loeffler Perry Sneed Mike Coats Rob Neu Dan Straughan Mary Jane Coffman J. T. Petherick Robert Toler Deborah Copeland Lisa Pitsiri Lori Wharton Mark Davies Patrick Raglow

32 .

RESEARCH DISASTER RECOVERY UPDATE

United Way and its Partner Agencies were on the front lines when the May 2013 storms struck central Oklahoma and have continued to serve the needs of those impacted by participating in the community’s long-term recovery efforts. United Way of Central Oklahoma activated its United Way of Central Oklahoma May Tornadoes Relief Fund to facilitate donations to serve the immediate, intermediate and long-term needs of those impacted by the storms in May, 2013. United Way also administered the Governor’s Oklahoma Strong Relief Fund, to be used for long-term needs

Nonprofit organizations that directly serve the recovery needs apply for grants from the funds and, if they meet donor criteria, are awarded, regularly evaluated and held strictly accountable for the use of the funding.

Robert Clements, Research Committee Chair

As of December 31, 2015 a total of $16,109,314 has been committed DISASTER FUND with allocations to the following areas: COMMITTEE

Robert Clements, Chair Research Committee Chair David Schroeder Vice Chair Kris Rogers Committee Members Jeb Boatman David Carpenter Steve Eddy Marsha Ingersoll Linda Litchfield Wendi Schuur Repairs/Rebuilding Immediate Needs Lindy Ritz Shane Wharton Health/Mental Health Legal/Financial Counseling George Young Goods & Other

33 Our Mission United Way of Central Oklahoma’s mission is 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 services agencies.

Our Vision To be the leading organization, building a stronger, healthier, and more compassionate community.

Current Leadership Debby Hampton, President & CEO Pam Cox, Chief Financial Officer Nina Daylor, Executive Vice President Barbara Royce, Vice President, Labor Participation Crystal Stuhr, Vice President, Strategies and Community Impact Linda Tharp, Vice President, Human Resources and Volunteer Programs Heather Warlick, Vice President, Communications

P.O. Box 837 Oklahoma City, OK 73101