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UNITED WAY OF CENTRAL OKLAHOMA 2018 ANNUAL REPORT LIVE UNITED® TABLE OF CONTENTS 2 A Letter from the Board Chairman and President and CEO 4 Board Members and Trustees 10 Campaign Cabinet 11 2018 Campaign Results 13 Leadership Giving 14 Media Partners 15 Events 16 Human Resources 17 Resource Development 18 Community Investment Committee 19 Accountability 20 Focus Areas 21 Program Funding 30 2018 Community Investments 32 Research 33 Volunteer Center Our Statement of Financial Position and Statement of Activities is available as an insert upon request. 1 A LETTER FROM THE BOARD CHAIRMAN AND PRESIDENT AND CEO For over 95 years, United Way has been making a difference in this community; lifting people up when they stumble, giving a voice to the voiceless, and making sure no one gets overlooked, falls through the cracks, or gets left behind. It isn’t just our mission to improve the health, safety, education, and economic well-being of our friends in this community, it is also our passion! This year, we have over 17 million reasons to be thankful. First and foremost, we overcame a challenging year and surpassed our $17 million campaign goal. It wasn’t an easy task, but with the support of our community and an army of volunteers, we did it! Because of this, we will be able to better to support those in need through 119 programs at our 58 Partner Agencies. We also made a lot of new friends this year, by adding United Way campaigns at 35 brand new companies, which helped us reach our goal. We are so proud to welcome those companies to the United Way family. We are so humbled to be part of a community that supports our mission with unbelievable generosity. Thank you to the more than 550 employee workplace campaigns, corporate gifts, and 30,000 individual donors who make it possible for us to fight for a stronger, healthier, more compassionate community. Because of you, we are able to continue our tradition of making change in the community, publishing groundbreaking new research, and convening the change-makers who will help us solve this community’s biggest challenges. Carl Edwards Debby Hampton Board Chairman President and CEO United Way of Central Oklahoma United Way of Central Oklahoma 2 A LETTER FROM THE BOARD CHAIRMAN AND PRESIDENT AND CEO Sean Trauschke, Debby Hampton and Carl Edwards celebrate 2018’s campaign total. Carl Edwards presents Campaign Chair, Sean Trauschke with a replica of the United Way Fundraising Bell. Debby Hampton President and CEO United Way of Central Oklahoma 3 BOARD MEMBERS AND TRUSTEES 2018 OFFICERS OF THE BOARD Chairman of the Board Carl Edwards, Price Edwards & Company Chairman Elect Jim Couch, City of Oklahoma City (Retired) Secretary Chris Anoatubby, Chickasaw Nation Medical Center Administration Treasurer Matt McGuire, Parallel Advisors 2018 EXECUTIVE COMMITTEE CHAIRS Administration Chair David Harlow, BancFirst Corporation Audit Chair Mark Wood, Ernst & Young LLP Campaign Chairman Sean Trauschke, OGE Energy Corp. Communications Chair Hillary Farrell, Ackerman McQueen Community Investment Chair Brad Ezell, Benham, A Haskell Company Ethics Chair Cynda Ottaway, Crowe & Dunlevy Events Chair Mohammad Farzaneh, Home Creations Human Resources Chair M.T. Berry, City of Oklahoma City Labor Chair Jim Curry, Oklahoma State AFL-CIO Nominating Chair Ed Martin, Ackerman McQueen Research and Community Initiatives Chair Don Betz, University of Central Oklahoma Resource Development Chair Shane Wharton, Love’s Travel Stops & Country Stores, Inc. Strategic Plan Chair Robert Clements, Clements Foods Company 4 2018 BOARD OF DIRECTORS Chris Anoatubby, Chickasaw Nation Danny Barth, Oklahoma City Thunder Matt Beavers, Devon Energy Corporation M.T. Berry, City of Oklahoma City Don Betz, University of Central Oklahoma Gary D. Brooks, Cornerstone Development Group Gary L. Brooks* Kent Buchanan, Oklahoma City University Jason Clark, CompSource Mutual Insurance Company Mikeal Clayton, Attorney Robert Clements, Clements Foods Company Michelle Coppedge, Mike Monroney Aeronautical Center Jim Couch, City of Oklahoma City Sean Cummings, Cummings Oil Company Jim Curry, Oklahoma State AFL-CIO Carl Edwards, Price Edwards & Company Tricia Everest, Community Leader Brad Ezell, Benham, A Haskell Company Clay Farha, B.D. Eddie Enterprises Hillary Farrell, Ackerman McQueen Mohammad Farzaneh, Home Creations Roberta Fields, McAfee & Taft Kristal Flury, Environmental Management Jack Golsen, LSB Industries, Inc. Gary Gould, Continental Resources, Inc. Jennifer Grigsby, Ascent Resources Dave Hager, Devon Energy Corporation Steve Hahn, AT&T Oklahoma Kirk Hall, Hall Capital David Harlow, BancFirst Corporation Judy Hatfield, Equity Commercial Realty II, LLC Mark Helm, Dolese Bros. Co. John Higginbotham, Bank of Oklahoma Marsha Ingersoll, Community Leader Dennis Jaggi, EnCap Flatrock Midstream Carey Joullian, Mustang Fuel Corporation Percy Kirk, Cox Communications Michael Laird, Crowe & Dunlevy Doug Lawler, Chesapeake Energy Corporation Bruce Lawrence, Community Leader 5 BOARD MEMBERS AND TRUSTEES 2018 BOARD OF DIRECTORS (Continued) John Armitage, MD, Oklahoma Blood Institute Jean C. Leger Jr., OGE Energy Corp. Jenee Naifeh Lister, Merrill Lynch David Carpenter, American Fidelity Judy Love, Love’s Travel Stops & Country Stores, Inc. Richard H. Clements, Clements Foods Company Ed Martin, Ackerman McQueen Mike Coats, IBC Bank Rick McCune, Grant Thornton Luke Corbett, Corbett Management, LLC Sean McDaniel, Oklahoma City Public Schools Matt McGuire, Parallel Advisors Todd Edmonds, HSE Architects Wes Milbourn, KFOR-TV and KAUT-TV Eric Eissenstat, Continental Resources, Inc. Michael Ming, Community Leader Mark Funke, Simmons Bank Rick Nagel, Acorn Growth Companies Jim Gebhart, Mercy Hospital Oklahoma City Lane Neal, Durbin, Larimore, & Bialick, P.C. Cathy O’Connor, The Alliance for Economic Development of Oklahoma City Susan Hillis, KPMG, LLP Tim O’Connor, Central Oklahoma Labor Federation, AFL-CIO Cliff Hudson, Crowe & Dunlevy Cynda C. Ottaway, Crowe & Dunlevy Michael E. Joseph, McAfee & Taft David Page, JPMorgan Chase Bradley Krieger, Arvest Bank David Rainbolt, BancFirst Corporation Chris Reen, The Oklahoman Media Company Linda Lambert, LASSO Corporation Charlotte Richels, Community Leader D.E. “Rick” Lippert Jr., Lippert Brothers, Inc. John Richels, Devon Energy Corporation Robert Lorenz, Community Leader Kris Rogers, Love’s Travel Stops & Country Stores, Inc. Kenneth N. McKinney* Randy Roper, MidFirst Bank Jim Roth, Phillips Murrah P.C./Oklahoma City University School of Law Mary Mélon, The Foundation for Oklahoma City Public Schools Kelly Sachs, Commerce Bank J. Larry Nichols, Devon Energy Corporation Meg Salyer, Accel Financial Staffing Polly Nichols, Community Leader Nick Samarripas, Arvest Bank Dave Ortloff, Dillingham Benefits Dr. Jason Sanders, University of Oklahoma Health Sciences Center David Schroeder, Research Psychologist Lindy Ritz, The Ritz Group Kent Shortridge, ONE Gas Pat Rooney, First National Bank Oklahoma Greg Smith, Northrop Grumman Aerospace Systems Tony Shinn, Bank of America Perry Sneed, Sheet Metal Workers International Association, Local 124 Retiree Natalie Shirley, National Cowboy & Western Heritage Museum David Thompson, InvesTrust Sean Trauschke, OGE Energy Corp. Chuck Spicer, OU Medical System Mike Turpen, Riggs, Abney, Neal, Turpen, Orbison & Lewis Doug Stussi, Love’s Travel Stops & Country Stores, Inc. Shane Wharton, Love’s Travel Stops & Country Stores, Inc. Lee Symcox, First Fidelity Bank Terri White, Oklahoma Department of Mental Health and Substance Abuse Services Robert Toler, Oklahoma Banking Department Mark Wood, Ernst & Young LLP Jean Wallace, Buttery Company, LLP Chad Wilkerson, Federal Reserve Bank of Kansas City – Oklahoma City Branch Roy Williams, Greater Oklahoma City Chamber George E. Young, Sr., Oklahoma House of Representatives 6 2018 BOARD OF DIRECTORS 2018 ADVISORY BOARD OF TRUSTEES (Continued) John Armitage, MD, Oklahoma Blood Institute David Carpenter, American Fidelity Richard H. Clements, Clements Foods Company Mike Coats, IBC Bank Luke Corbett, Corbett Management, LLC Todd Edmonds, HSE Architects Eric Eissenstat, Continental Resources, Inc. Mark Funke, Simmons Bank Jim Gebhart, Mercy Hospital Oklahoma City Susan Hillis, KPMG, LLP Cliff Hudson, Crowe & Dunlevy Michael E. Joseph, McAfee & Taft Bradley Krieger, Arvest Bank Linda Lambert, LASSO Corporation D.E. “Rick” Lippert Jr., Lippert Brothers, Inc. Robert Lorenz, Community Leader Kenneth N. McKinney* Mary Mélon, The Foundation for Oklahoma City Public Schools J. Larry Nichols, Devon Energy Corporation Polly Nichols, Community Leader Dave Ortloff, Dillingham Benefits Lindy Ritz, The Ritz Group Pat Rooney, First National Bank Oklahoma Tony Shinn, Bank of America Natalie Shirley, National Cowboy & Western Heritage Museum Chuck Spicer, OU Medical System Doug Stussi, Love’s Travel Stops & Country Stores, Inc. Lee Symcox, First Fidelity Bank Robert Toler, Oklahoma Banking Department Jean Wallace, Buttery Company, LLP Chad Wilkerson, Federal Reserve Bank of Kansas City – Oklahoma City Branch Roy Williams, Greater Oklahoma City Chamber George E. Young, Sr., Oklahoma House of Representatives 7 BOARD MEMBERS AND TRUSTEES EX-OFFICIO MEMBERS Stacy Ninness, Neighborhood Services Organization Karlie Stroh, INTEGRIS Health Leslie Crissup, Enable Midstream Partners Donny Greenawalt, Chesapeake Energy, LLC 2018 UNITED WAY OF CENTRAL OKLAHOMA LEADERSHIP STAFF Debby Hampton President and CEO Pam Cox Chief Financial Officer Nina Daylor Executive Vice President
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