UNITED WAY OF CENTRAL OKLAHOMA 2019 ANNUAL REPORT LIVE UNITED®
TABLE OF CONTENTS
2 A Letter from the Board Chairman and President and CEO 4 Board Members and Trustees 9 New Initiatives 10 Campaign Cabinet 11 2019 Campaign Results 12 Leadership Giving 14 Media Partners 15 Events 16 Human Resources 17 Strategic Growth 18 Board Serve Program 20 Community Investment Committee 21 Accountability 22 2019 Community Investments 24 Focus Areas 25 Program Funding 35 Research 36 Volunteer Center
Our Statement of Financial Position and Statement of Activities is available upon request. A LETTER FROM THE BOARD CHAIRMAN AND PRESIDENT AND CEO
2019 has been an exciting year at United Way! It’s been a year of trailblazing, innovating and finding new ways to help our community.
In an effort to seek out innovative solutions to our community’s challenges, we introduced our WayFinder grant, inviting nonprofits in central Oklahoma to submit creative ideas to address health and human service challenges. We were blown away by the response and held a shark-tank style presentation for finalists to pitch their ideas to a panel of local foundation leaders and board members. Ultimately, five organizations were awarded $250,000 for their unique projects (see page 9) and we can’t wait to witness the resulting impact in our community!
Additionally, we were proud to join our community partners to provide groundbreaking mental health support to Oklahoma City Public School students through the EmbraceOKC initiative. With United Way’s help, EmbraceOKC will provide more counselors for students in psychological distress, training for OKCPS personnel and many other resources that will keep mental health from standing in the way of a student’s ability to get a quality education.
And finally, thanks to the dynamic leadership of our campaign co-chairs Bill and Sherry Lance, we were humbled to surpass our 2019 campaign goal, bringing in $17.5 million to ensure our partner agencies are able to continue serving our community’s most critical needs. In 2019, we gained 3,293 new donors who helped us raise more than $760,000 brand new dollars for the campaign. In addition, more than 3,000 donors generously increased their gifts and we added 39 new employee campaigns and corporate gifts!
It is with the utmost gratitude that we say thank you to each and every donor, volunteer and partner agency who make it possible for the United Way to fight for a stronger, healthier, more compassionate community.
James D. Couch 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
Bill Lance, Sherri Lance, Jim Couch and Debby Hampton celebrate 2019’s campaign total.
Campaign Co-Chairs Bill and Sherri Lance ring the United Way Fundraising Bell at Snowflake Gala.
3 BOARD MEMBERS AND TRUSTEES
2019 OFFICERS OF THE BOARD
Chairman of the Board Jim Couch, City of Oklahoma City (Retired) Secretary Chris Anoatubby, The Chickasaw Nation Assistant Secretary Lane R. Neal, Durbin, Larimore & Bialick, P.C. Treasurer Matt McGuire, Parallel Advisors Assistant Treasurer Rick McCune, Grant Thornton LLP
2019 EXECUTIVE COMMITTEE CHAIRS Administration Chair David Harlow, BancFirst Corporation Audit Chair Jennifer Grigsby, Ascent Resources, LLC Campaign Co-Chairs Bill Lance, The Chickasaw Nation Sherri Lance, Gaming Capital Group Communications & Events Chair Hillary Farrell, Ackerman McQueen Community Investment Chair Brad Ezell, Halff Associates, Inc. Ethics Chair Cynda Ottaway, Crowe & Dunlevy Human Resources Chair M.T. Berry, City of Oklahoma City (Retired) Investment Chair Mark Wood, Ernst & Young LLP Labor Chair Jim Curry, Oklahoma State AFL-CIO Nominating Chair Ed Martin, Ackerman McQueen Research and Community Initiatives Chair Nick Samarripas, Arvest Bank Strategic Growth Chair Shane Wharton, Love’s Travel Stops & Country Stores, Inc. 4 2019 BOARD OF DIRECTORS Chris Anoatubby, The Chickasaw Nation Danny Barth, Oklahoma City Thunder M.T. Berry, City of Oklahoma City (Retired) Don Betz, Community Leader Gary D. Brooks, Cornerstone Development Kent Buchanan, Oklahoma City University Michael Carolina, Oklahoma Center for the Advancement of Science and Technology (OCAST) 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 (Retired) Sean Cummings, Cummings Oil Company Jim Curry, Oklahoma State AFL-CIO Carl Edwards, Price Edwards & Company Jim English, Lopez Foods & Dorada Foods Tricia Everest, Community Leader Brad Ezell, Halff Associates, Inc. Clay Farha, B.D. Eddie Enterprises Hillary Farrell, Ackerman McQueen Mohammad Farzaneh, Home Creations Roberta Fields, McAfee & Taft Kristal Flury, Environmental Management Kelly Dyer Fry, The Oklahoman Jack Golsen, LSB Industries, Inc. Jennifer Grigsby, Ascent Resources, LLC Dave Hager, Devon Energy Corporation Steve Hahn, AT&T Oklahoma David Harlow, BancFirst Corporation Judy Hatfield, Equity Commercial Realty II, LLC Mark Helm, Dolese Bros. Co. John Higginbotham, Bank of Oklahoma Jerome A. Holmes, U.S. Tenth Circuit Court of Appeals Marsha Ingersoll, Community Leader Dennis Jaggi, EnCap Flatrock Midstream Carey Joullian, Mustang Fuel Corporation Percy Kirk, Cox Communications Michael Laird, Crowe & Dunlevy Sherri Lance, Gaming Capital Group Doug Lawler, Chesapeake Energy Corporation
5 BOARD MEMBERS AND TRUSTEES
2019 BOARD OF DIRECTORS (Continued) John Armitage, MD, Oklahoma Blood Institute Jean C. Leger Jr., OGE Energy Corp. David Carpenter, American Fidelity Jenee Naifeh Lister, Merrill Lynch Dave Lopez, Community Leader Richard H. Clements, Clements Foods Company Judy Love, Love’s Travel Stops & Country Stores, Inc. Mike Coats, IBC Bank Ed Martin, Ackerman McQueen Luke Corbett, Corbett Management, LLC Rick McCune, Grant Thornton LLP Todd Edmonds, HSE Architects Sean McDaniel, Oklahoma City Public Schools Eric Eissenstat, Continental Resources, Inc. Matt McGuire, Parallel Advisors Mark Funke, Simmons Bank Michael Ming, Community Leader Rick Nagel, Acorn Growth Companies Jim Gebhart, Mercy Hospital Oklahoma City Lane R. Neal, Durbin, Larimore, & Bialick, P.C. Kirk Hall, Hall Capital Catherine O’Connor, The Alliance for Economic Development of Oklahoma City Cliff Hudson, Crowe & Dunlevy Tim O’Connor, Central Oklahoma Labor Federation, AFL-CIO Michael E. Joseph, McAfee & Taft Cynda C. Ottaway, Crowe & Dunlevy Brad Krieger, Arvest Bank David Rainbolt, BancFirst Corporation Linda Lambert, LASSO Corporation Sarah Roberts, Inasmuch Foundation Kris Rogers, Love’s Travel Stops & Country Stores, Inc. Bruce Lawrence, Lawrence Strategic Solutions Randy Roper, MidFirst Bank D.E. “Rick” Lippert Jr., Lippert Brothers, Inc. Kelly Sachs, BE Capital, Inc. Robert Lorenz, Community Leader Rodney Sailor, Enable Midstream Partners Mary Mélon, The Foundation for Oklahoma City Public Schools Meg Salyer, Accel Financial Staffing Wes Milbourn, KFOR-TV and KAUT-TV Nick Samarripas, Arvest Bank Larry Nichols, Devon Energy Corporation Dr. Jason Sanders, University of Oklahoma Health Sciences Center Bill Schonacher, IBC Bank – Oklahoma Polly Nichols, Community Leader Taylor Shinn, Baker Hughes Dave Ortloff, Dillingham Benefits Greg Smith, Northrop Grumman David Page, JPMorgan Chase Chuck Spicer, OU Medicine Lindy Ritz, The Ritz Group Karli Stroh, INTEGRIS Health Pat Rooney, First National Bank Oklahoma Lee Symcox, First Fidelity Bank Jim Roth, Oklahoma City University School of Law Sean Trauschke, OGE Energy Corp. Cindy Truong, Oklahoma District Court David Schroeder, Research Psychologist Christopher Turner, The First State Bank Tony Shinn, Bank of America Mike Turpen, Riggs, Abney, Neal, Turpen, Orbison & Lewis Natalie Shirley, National Cowboy & Western Heritage Museum Shane Wharton, Love’s Travel Stops & Country Stores, Inc. Kent Shortridge, ONE Gas Terri White, Oklahoma Department of Mental Health & Substance Abuse Services Perry Sneed, SMART #124 (Retired) Kathy Williams, Community Leader Doug Stussi, Love’s Travel Stops & Country Stores, Inc. Roy Williams, Greater Oklahoma City Chamber Mark Wood, Ernst & Young LLP David Thompson, InvesTrust Wealth Management George E. Young Sr., Oklahoma House of Representatives Jean Wallace, Buttery Company, LLP Chad Wilkerson, Federal Reserve Bank of Kansas City – Oklahoma City Branch 6 2019 BOARD OF DIRECTORS 2019 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 Kirk Hall, Hall Capital Cliff Hudson, Crowe & Dunlevy Michael E. Joseph, McAfee & Taft Brad Krieger, Arvest Bank Linda Lambert, LASSO Corporation Bruce Lawrence, Lawrence Strategic Solutions D.E. “Rick” Lippert Jr., Lippert Brothers, Inc. Robert Lorenz, Community Leader Mary Mélon, The Foundation for Oklahoma City Public Schools Wes Milbourn, KFOR-TV and KAUT-TV Larry Nichols, Devon Energy Corporation Polly Nichols, Community Leader Dave Ortloff, Dillingham Benefits David Page, JPMorgan Chase Lindy Ritz, The Ritz Group Pat Rooney, First National Bank Oklahoma Jim Roth, Oklahoma City University School of Law David Schroeder, Research Psychologist Tony Shinn, Bank of America Natalie Shirley, National Cowboy & Western Heritage Museum Kent Shortridge, ONE Gas Perry Sneed, SMART #124 (Retired) Doug Stussi, Love’s Travel Stops & Country Stores, Inc. David Thompson, InvesTrust Wealth Management Jean Wallace, Buttery Company, LLP Chad Wilkerson, Federal Reserve Bank of Kansas City – Oklahoma City Branch 7 BOARD MEMBERS AND TRUSTEES
EX-OFFICIO MEMBERS
Stacy Ninness, Neighborhood Services Organization
Jeffrey Cartmell, State of Oklahoma, Office of the Governor
Donny Greenawalt, Chesapeake Energy, LLC
2019 UNITED WAY OF CENTRAL OKLAHOMA LEADERSHIP STAFF
Debby Hampton President and CEO
Pam Cox Chief Financial Officer
Nina Daylor Executive Vice President
Jachin Merrill Vice President, Communications
Barbara Royce Vice President, Labor Participation
Crystal Stuhr Vice President, Strategies and Community Impact
8 NEW INITIATIVES
WAYFINDER INNOVATION GRANT In 2019, United Way of Central Oklahoma was excited to introduce a new approach to solving our community’s biggest challenges through the WayFinder Innovation Grant. WayFinder is a social innovation grant aimed at sparking innovative and creative ideas from local nonprofits, to confront and reverse stubborn health and human service challenges. The following five organizations were awarded funding through the WayFinder Innovation Grant totaling $250,000.
Courageous Cookies Curbside Apparel Homeless Street Award: $70,800 Award: $39,200 Outreach OKC Award: $60,000
Samaritan Raise the Bar Award: $55,000 Award: $25,000
United Way of Central Oklahoma works to address various social issues identified through our research by convening stakeholders and collaborating on solutions. As trends emerge, new community initiatives are created to respond to community needs. Currently, the United Way is active in nearly 30 community initiatives, and in 2019, we partnered with the OKC Public Schools Compact on its collaborative initiative on mental health, EmbraceOKC.
EmbraceOKC is a district-wide initiative to embrace mental health as preventable and treatable, to protect children’s mental health for life, to achieve maximum social and emotional wellbeing for children and their families and to hold the school and community as a sanctuary of safety and support. The initiative includes screening students for early detection and intervention as well as training school staff in mental health first aid, psychological first aid and de-escalation techniques. United Way of Central Oklahoma’s role is to assist in raising funds, oversee the allocation of funds and report back to stakeholders on the impact of the program. 9 CAMPAIGN CABINET BILL & SHERRI LANCE, CO-CHAIRS
COMMITTEE MEMBERS Christine Berney Kelly Gray Edgar Medina Brad Sheriff Jason Bishop Betsy Guthrie-Brunsteter Frank Merrick Mike Sikes Mike Blake David Hager Rick Nagel Greg Smith Kevin Boyd John Higginbotham Cathy O’Connor Perry Sneed David Carpenter Joe Hodges Tim O’Connor Chuck Spicer Sunny Cearley Laura Johnson Shane Pate II David Thompson Robert Clements Klay Kimker Tim Pehrson Sean Trauschke Jim Couch Brad Krieger Lt. Governor Matt Pinnell Mike Turpen Carl Edwards Tom Kupiec Luke Pitman Kevin Wellfare Tricia Everest Austin Manger David Rainbolt Darcy Wilborn Kelly Dyer Fry Ed Martin Christina Rehkop Chad Wilkerson Mark8 Funke Rick McCune Nick Samarripas Ron Witherspoon Jim Gebhart John McNamara Clint Schwab Allen Wright 2019 CAMPAIGN RESULTS
Thanks to the leadership of Bill and Sherri Lance and all of our Campaign Cabinet volunteers, we raised $17,501,030 for our community. United Way’s annual fundraising drive includes five unique campaigns. In conjunction with the United Way of Central Oklahoma Campaign, we are proud to administer the State Charitable Campaign, the Heart of the City Campaign, the United Way of Logan County Campaign and the United Way of Canadian County Campaign.
United Way of Central Oklahoma $15,790,585
State Charitable Campaign $420,867
Heart of the City Campaign $571,732
United Way of Logan County $206,962
United Way of Canadian County $250,534
CAMPAIGN TOTAL $17,240,680
EmbraceOKC $260,350 GRAND TOTAL $17,501,030
11 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. They 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.
2019 LEADERSHIP COMMITTEE CHAIRS MARK FUNKE, ED MARTIN, DAVID THOMPSON & SEAN TRAUSCHKE
Our leadership giving affinity groups include: Tocqueville Society Women’s Leadership Society Emerging Leaders
Mark Funke, Ed Martin and Jim Couch at the Tocqueville Society Gathering. 12 LE AD E Leadership gifts R S
H make up 48.46% I
CAMPAIGN P of United Way of
TOTAL G
I Central Oklahoma’s V
I N G 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.
Tocqueville Society Type of Event: Tocqueville Society Gathering (December)
Leadership Giving Association Social Leadership Reception (May)
Women’s Leadership Society Cocktails and Conversations (Year-round) Networking Annual Luncheon (April)
Emerging Leaders Community Easter Egg Hunt (March) education Leadership Development Lunches (Year-round) “Raising the Stakes” Event (August) Senior Holiday Gala (December) Service Lunches with Leaders (Year-round) project Agency Tours and Networking Socials (Year-round) Partner Agency Projects (Year-round)
13 COMMUNICATIONS & EVENTS COMMITTEE HILLARY FARRELL, COMMITTEE CHAIR COMMITTEE Mark Ackerman Sunny Cearley Marsha Ingersoll Pam Campbell Kelly Dyer Fry Wes Milbourn MEMBERS
The Communications and Events Committee focuses on promoting the activities of the United Way of Central Oklahoma through media outreach, as well as enhancing our annual events. In 2019, the committee helped secure more than $2 million worth of in-kind donations of advertising from our media partners. MEDIA PARTNERS
PRINT BROADCAST/OUTDOOR VIDEO AND PHOTO PRODUCTION The Bethany Tribune Arnold Outdoor Ackerman McQueen Edmond Chamber of Cox Communications Carl Shortt Photography Commerce, The Voice Cumulus Media David McNeese Stills & Motion Edmond Life & Leisure Griffin Outdoor Guthrie News-Leader iHeartRadio CORPORATE ION Magazine KAUT OK 43 BancFirst Journal Record KFOR Chesapeake Metro Family KOCO Midwest City Chamber KOKH Fox 25 & KOCB of Commerce KSBI Moore Chamber of Commerce KWTV OKC Friday Lamar Oklahoma Gazette Remington Park Oklahoma Nursing Times & Tyler Media THANK YOU TO OUR MEDIA Senior News and Living Vital Outdoor Advertising Oklahoma City Chamber of PARTNERS WHO DONATED Commerce, The Point MORE THAN $2 MILLION IN The Oklahoman Piedmont Tribune IN-KIND CONTRIBUTIONS! South OKC Chamber
14 EVENTS
United Way of Central Oklahoma hosts several events each year to honor and engage our incredible donors and volunteers while also celebrating our successes. From Pacesetter Games and Campaign Kickoff to Snowflake Gala, United Way events bring people together to learn more about the impact United Way and our 57 Partner Agencies make in the community.
Participants compete in the 2019 Pacesetter Games.
15 HUMAN RESOURCES COMMITTEE M.T. BERRY, COMMITTEE CHAIR
COMMITTEE Cynthia Brundige Roberta Fields Rick Lippert Kent Shortridge Jim Curry Jim Gebhart Sarah Roberts MEMBERS
HUMAN RESOURCES The Human Resources Committee is responsible for reviewing all matters related to 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 also acts as a consultant assisting in the resolution of personnel issues.
16 28 STRATEGIC GROWTH COMMITTEE SHANE WHARTON, COMMITTEE CHAIR COMMITTEE Jeffrey Cartmell Percy Kirk Cynda Ottaway Mark Wood Tim Doty Michael Laird Bill Schonacher MEMBERS Donny Greenawalt Bruce Lawrence Doug Stussi Marsha Ingersoll Dave Ortloff Sean Trauschke
HUMAN RESOURCES STRATEGIC GROWTH The Strategic Growth Committee has three active subcommittees, Endowment and Planned Giving, Generational Engagement and New Business. These groups are working to secure additional short- and long-term resources for the United Way through its annual campaign, capital campaigns, planned giving, grants and endowment programs.
17 28 BOARD SERVE PROGRAM FRANK MERRICK, PROGRAM CHAIR
The United Way of Central Oklahoma Board Serve program is developing stronger, more effective board members to serve on our Partner Agencies’ boards. Through a 2019 Board Serve graduates 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 participants graduate and are placed on United Way Partner Agency boards.
18 In 2019, 35 participants graduated from the fifth Board Serve class and were placed on the boards of 28 United Way Partner Agencies. Since its establishment, the program has graduated 127 participants who have went on to serve on United Way Partner Agency boards.
2019 BOARD SERVE GRADUATES AND THE BOARDS ON WHICH THEY SERVE
A Chance to Change Health Alliance for the Uninsured Pauline Davis, Ascent Resources, LLC Zane Fisher, Oklahoma City Golf & Country Club
Areawide Aging Agency, Inc. HeartLine Jason Bailey, Hertz Rental Car Corporation Mary Ellen Kilpatrick, Gooden Group Chaunté Gilmore, PARCway Health & Rehab Aidee Salas, Love’s Travel Stops & Country Stores, Inc. The Homeless Alliance Kyle Tully, Funds for Learning LLC Suzy Lytle, Sandy Beaches Software Ryne Walker, Cameron Enterprises Investment Management Mental Health Association Oklahoma Alyssa Grooms, Dunlap Codding Boy Scouts of America-Last Frontier Council Roger Nayar, Nayar Law Group Moore Youth & Family Services Tahereh Rogers, OGE Energy Corp Boys & Girls Clubs of Oklahoma County Kyle E. Martin, Ackerman McQueen NewView Oklahoma Matthew Breton, Oklahoma Natural Gas Calm Waters Center for Children & Families Rachel O’Connor, Paycom Oklahoma Foundation for the Disabled Leslie Crissup, Enable Midstream Partners Camp Fire USA-Heart of Oklahoma Council Anthony Herron Jr., Metropolitan Library System - Pivot, Inc. Oklahoma County Justin Brady, Chesapeake Energy
Coffee Creek Riding Center Possibilities, Inc. Stephen Carns, Prosperity Bank Calvin Franklin III, Baptist Hospital Kyle E. Martin, Ackerman McQueen Rose Lane, OKC Friday Newspaper
Community Literacy Centers, Inc. RSVP of Central Oklahoma Matthew Maguire, Bank of Oklahoma Francellies Otero-Berrios, OKC Hispanic Chamber of Commerce Daily Living Centers, Inc. Ann McKinney, United Health Care The Salvation Army Ashley Herron, Remnant Church Dale Rogers Training Center Andrea Nguyen, NFP Corporate Services Skyline Urban Ministry Cory Christofferson, Bank of Oklahoma EARC, Inc. Leah Agers, Dyer Coatney Schroeder Attorneys at Law Upward Transitions Timberlynn Ortis, Love’s Travel Stops Family Builders, Inc. & Country Stores, Inc. Teresa Hill, Oklahoma Federation of Classified Employees Urban League of Greater Oklahoma City, Inc. Joy McDonald, American Fidelity Assurance Co. Chelsey McKnight, Candor Jake Weatherford, Castleview Wealth Advisors YWCA Oklahoma City Goodwill Industries of Central Oklahoma Gessica Sewell, Dyer Coatney Schroeder Jake Taylor, Commerce Bank Attorneys at Law
19 COMMUNITY INVESTMENT COMMITTEE BRAD EZELL, COMMITTEE CHAIR
VICE CHAIR Lane Neal Micki Carney Eric G. Hundley Jean “John” Leger Jr. Meg Salyer Joshua Cooper Stephanie Hurley David Schroeder Nancy Curry Andrew Jordan IMMEDIATE PAST CHAIR Perry Sneed Sheldon Edmond II Steve Lein Kris Rogers Carol Fehrle Mark Lisle SUBCOMMITTEE CO-CHAIRS Ashley Fogle Jake Long COMMITTEE MEMBERS John Adcock Teresa Folger Nikki Milby Don Betz Kristin Armstrong Andi Haddad Robert Nelon Mikeal Clayton Beth Autry Michelle Hamrick Kurt Schneiter Mike Coats Jason Bailey David Hatch Bruce Schwager Mark Helm Martin Bergerson Coleen Henisa Heather Scott Jerome Holmes Justin Brady Anthony Herron Janis Thomas Marsha Ingersoll Lisa Burchfield Tarsha House To view a full list of Community Investment volunteers and their companies, please visit unitedwayokc.org. 20 ACCOUNTABILITY
United Way is committed to integrity, accountability, transparency and excellence in all aspects of our work. Upholding the trust of our donors and community to responsibly manage and allocate donations 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, our Partner Agencies renew their association with United Way through the Community Investment process. This process is administered by our board and donor volunteers. Partner Agencies are closely analyzed to ensure that contributions are allocated to only those nonprofits that uphold the highest standards of excellence.
The following outlines the steps of the Community Investment process and in the next pages, you’ll see exactly where your donations were allocated.
1 United Way of Central Oklahoma raises funds. Approximately 200 donor volunteers spend over 4,000 combined hours reviewing agency applications, budgets, audits, financials, performance histories and 2 program outcomes. Current research about health and human service needs also informs the review.
Volunteers visit Partner Agencies to see firsthand the work being accomplished 3 with United Way funds. Volunteers meet to discuss funding recommendations for each program under 4 consideration. The Community Investment Committee, made up of board members, reviews and 5 balances funding recommendations from the volunteers to funds available for allocation. When the funding balance is complete, the Community Investment Committee 6 submits a final recommendation to United Way’s board for approval.
7 Following approval, funds are distributed among our Partner Agencies. Volunteers conduct follow-up evaluations through final reports on results 8 achieved.
21 2019 COMMUNITY INVESTMENTS DISTRIBUTION BASE: 2018 Campaign Pledges...... $17,004,961 Board Designated Funds...... $786,774 Less Allowance for Pledge Loss...... $928,616 Directly Paid Designations...... $25,000 Net Available for Distribution...... $16,838,119
American Heart Association...... $167,223 American Red Cross, Central & Southwest Oklahoma...... $1,275,000 Areawide Aging Agency, Inc...... $52,500 Arthritis Foundation, Oklahoma Chapter*...... $13,549 Bethesda, Inc...... $67,000 Big Brothers Big Sisters of Okla, OKC...... $190,000 Boy Scouts of America, Last Frontier Council...... $482,000 Boys & Girls Clubs of Oklahoma County...... $199,875 Calm Waters Center for Children & Families...... $74,000 Camp Fire Heart of Oklahoma...... $236,900 CASA of Oklahoma County, Inc...... $105,000 Catholic Charities...... $363,000 A Chance to Change...... $92,400 Citizens Caring for Children...... $117,000 City Care...... $41,493 Coffee Creek Riding Center for the Handicapped...... $81,756 Community Literacy Centers, Inc...... $77,176 Daily Living Centers, Inc...... $232,990 Dale Rogers Training Center, Inc...... $156,300 D-DENT, Inc...... $91,695 EARC, Inc...... $80,000 Family Builders, Inc...... $181,250 Girl Scouts - Western Oklahoma...... $295,000 Goodwill Industries of Central Oklahoma...... $29,000 GreenPath Financial Wellness*...... $1,788 Health Alliance for the Uninsured...... $71,000 HeartLine...... $231,000 The Homeless Alliance...... $126,750 INTEGRIS Hospice...... $165,000 John W. Keys Speech & Hearing Center...... $29,900 Latino Community Development Agency...... $161,352 Legal Aid Services of Oklahoma, Inc...... $126,000 Mental Health Association Oklahoma...... $83,200 Metropolitan Better Living Center...... $128,500 Moore Youth & Family Services...... $91,000
22 Neighborhood Services Organization...... $325,200 NewView Oklahoma...... $35,000 NorthCare...... $318,000 Oklahoma Foundation for the Disabled, Inc...... $215,000 Oklahoma Halfway House, Inc...... $2,001 Oklahoma Medical Research Fndtn. (OMRF)...... $98,000 Oklahoma United Methodist Circle of Care, Inc...... $32,640 Pivot, Inc...... $64,000 Positive Tomorrows...... $236,300 Possibilities, Inc...... $25,000 ReMerge...... $40,000 RSVP of Central Oklahoma, Inc...... $166,800 The Salvation Army, Central Oklahoma Area Command...... $969,600 Skyline Urban Ministry...... $59,500 Special Care, Inc...... $434,300 Sunbeam Family Services, Inc...... $838,803 TEEM The Education & Employment Ministry...... $45,000 Tinker AFB Youth Center...... $26,300 Upward Transitions...... $350,000 Urban League of Greater Oklahoma City, Inc...... $354,366 Variety Care...... $553,635 YMCA of Greater Oklahoma City...... $73,750 Youth & Family Services, Inc...... $52,189 YWCA Oklahoma City...... $869,000
Sub Total...... $12,101,981
OTHER DISTRIBUTIONS: United Way of Logan County...... $259,907 United Way of Canadian County...... $380,404 Heart of the City Campaign Designations...... $323,395 State Charitable Campaign Designations...... $221,879 Combined Federal Campaign Designations...... $107,469 Other United Ways/Agencies Designations...... $217,549 United Way Worldwide Dues...... $169,956 United Way Operating Budget...... $3,055,578 TOTAL...... $16,838,118
*Designations from 2018 campaign. No longer a Partner Agency. 23 E FOCUS R FIV ARE OU AS
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.
24 E FOCUS PROGRAM FUNDING R FIV ARE OU AS People in need often need more than one service. United Way of Central Oklahoma funds a myriad of vital health and human services programs in the community and can also refer clients to multiple agencies depending on their situations.
By donating to United Way of Central Oklahoma, you are helping support 57 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 compassion and connection to those who are struggling.
Here is how your donations were allocated in 2019 to make an impact in the lives of more than 630,000 central Oklahomans.
COMMUNITY PREPAREDNESS 2019/2020 Allocable Dollars
11.6%
Partner Agency 2019/2020 Funding
American Red Cross, Central & Southwest Oklahoma Disaster Services $1,150,000 Services to Armed Forces (SAF) $125,000
American Heart Association Quality Improvement $12,587 State Health Alliances $25,000
Oklahoma Halfway House, Inc. Women’s Services $2,001
The Salvation Army, Central Oklahoma Area Command Disaster Services $34,600
Skyline Urban Ministry Food Pantry $59,500
25 HEALTHY CITIZENS 2019/2020 Allocable Dollars
17.2%
Partner Agency 2019/2020 Funding
American Heart Association Cause Initiatives $50,347 Cultural Health Initiatives $29,789 Research $49,500 Arthritis Foundation, Oklahoma Chapter Patient and Community Service $6,775 Public Health Education $6,774 A Chance to Change A Chance to Recover $62,000 D-DENT, Inc. Preventative $8,500 Restorative $83,195 Family Builders, Inc. Violence Prevention $28,000 Health Alliance for the Uninsured Care Connection $32,000 Cooperative Central Pharmacy $39,000 HeartLine Suicide Prevention $38,500 The Homeless Alliance Capacity Building $42,000 Horison HMIS $28,050 INTEGRIS Hospice Hospice of Oklahoma County $165,000 John W. Keys Speech & Hearing Center Hearing Aid Bank $13,100 Latino Community Development Agency Health $20,000 Riverside Community Center $12,649 Treatment $36,158
26 HEALTHY CITIZENS (CONTINUED) Partner Agency 2019/2020 Funding
Mental Health Association Oklahoma Sunbridge Counseling $19,000 TeenScreen $64,200 Neighborhood Services Organization Palo Duro $37,200 NorthCare Adult Services $318,000 Oklahoma Medical Research Foundation (OMRF) Research Program $98,000 Sunbeam Family Services, Inc. Counseling Services $188,500 Variety Care Dental Clinic $20,000 Family Planning $50,000 Obstetric Clinic $216,700 Pediatric Clinic $266,935 YMCA of Greater Oklahoma City Lincoln Park Senior Center $54,000
27 INDEPENDENT LIVING 2019/2020 Allocable Dollars
13.8%
Partner Agency 2019/2020 Funding
Areawide Aging Agency, Inc. Senior Stabilization Program $52,500 Daily Living Centers, Inc. Adult Day Health $210,490 E l d e r l y & D i s a b l e d C o m m u n i t y Tra n s p o r t a t i o n $22,500 Dale Rogers Training Center, Inc. Adult Rehab $71,000 Auxiliary Day Care $6,300 Auxiliary Transportation $50,000 Special Needs $17,000 EARC, Inc. The Trails $80,000 Metropolitan Better Living Center Adult Day Health $128,500 NewView Oklahoma OKC Low Vision Rehabilitation $35,000 Oklahoma Foundation for the Disabled, Inc. Oklahoma Foundation for the Disabled $215,000 RSVP of Central Oklahoma, Inc. Provide-A-Ride Transportation $96,000 Volunteer Recruit and Placement $70,800 The Salvation Army, Central Oklahoma Area Command Senior Services $216,750 Transportation $112,000 Sunbeam Family Services, Inc. Emergency Senior Shelter $89,200 Senior Companion Services $191,000
28 29 STRONG FAMILIES 2019/2020 Allocable Dollars
28.9%
Partner Agency 2019/2020 Funding
Catholic Charities Family Support Services $90,000 Holy Family Home $74,000 Homeless Services $19,000 Immigration $180,000 City Care Supportive Housing $41,493 Community Literacy Centers, Inc. LEAP $77,176 Family Builders, Inc. Child Abuse Prevention $153,250 Goodwill Industries of Central Oklahoma Job Connection Center $29,000 GreenPath (formerly CCCS) Education $1,788 HeartLine 2-1-1 24/7 Services $192,500 The Homeless Alliance WestTown Resource Center $56,700 Latino Community Development Agency Prevention $50,545 Legal Aid Services of Oklahoma, Inc. Oklahoma City Law Office $126,000 Neighborhood Services Organization Housing and Community Development $288,000 Positive Tomorrows Family Support Services $87,500 Possibilities, Inc. Participatory Community Capacity Building $25,000
30 STRONG FAMILIES (CONTINUED) Partner Agency 2019/2020 Funding
ReMerge Diversion Program $40,000 The Salvation Army, Central Oklahoma Area Command Emergency Shelter $204,000 Social Services $227,000 TEEM The Education & Employment Ministry Job Placement $45,000 Upward Transitions Community Outreach Program $350,000 Urban League of Greater Oklahoma City, Inc. Community Convening and Social Justice $34,000 Housing and Financial Literacy $105,000 Workforce and Career Development $128,141 YWCA Oklahoma City Crisis Advocacy and Residential Services (CARS) $830,000 Youth and Adult $39,000
31 SUCCESSFUL KIDS 2019/2020 Allocable Dollars
28.5%
Partner Agency 2019/2020 Funding
Bethesda, Inc. Stop, Go, Tell Education $20,000 Therapeutic Counseling Program $47,000 Big Brothers Big Sisters of Oklahoma, Oklahoma City One-to-One Mentoring $190,000 Boy Scouts of America, Last Frontier Council Comprehensive Youth Development $482,000 Boys & Girls Clubs of Oklahoma County Boys and Girls Clubs $199,875 Calm Waters Center for Children & Families Center-based Support Groups $55,000 School-based Support Groups $19,000 Camp Fire Heart of Oklahoma Management and General $23,800 OKC Comprehensive Youth Development (Clubs) $120,000 OKC In-School $93,100 CASA of Oklahoma County, Inc. Case Management $105,000 A Chance to Change A Chance to Succeed $30,400 Citizens Caring for Children Resource Center $117,000 Coffee Creek Riding Center for the Handicapped Therapeutic Riding Program $81,756 Dale Rogers Training Center, Inc. Camp Tumbleweed $12,000
32 33 SUCCESSFUL KIDS (CONTINUED) Partner Agency 2019/2020 Funding
Girl Scouts - Western Oklahoma Leadership Development $295,000
John W. Keys Speech & Hearing Center Language Preschool $16,800
Latino Community Development Agency Tony Reyes Child Development $42,000
Moore Youth & Family Services MAST (Moore Alternative School and $91,000 Treatment) Program
Oklahoma United Methodist Circle of Care, Inc. Child SHARE $32,640
Pivot, Inc. Supporting Kids in Independent Living (SKIL) $64,000
Positive Tomorrows Education $135,000 Extracurricular Program $13,800
The Salvation Army, Central Oklahoma Area Command Boys & Girls Club $175,250
Special Care, Inc. Childcare-Special Needs $400,000 Management and General $34,300
Sunbeam Family Services, Inc. Contracted Foster Care (CFC) $53,103 Management and General $15,000 OKC Educare $302,000
Tinker AFB Youth Center Social Programs $15,700 Sports Program $10,600
Urban League of Greater Oklahoma City, Inc. Education and Family Development $87,225
YMCA of Greater Oklahoma City Teens $19,750
Youth & Family Services, Inc. The Caring Center $25,189 Community Counseling $25,000 Management and General $2,000
34 RESEARCH
Research is at the heart of United Way’s mission. We work diligently to assess community needs and emerging challenges. Conducting regular assessments allows United Way to better understand how we can direct our resources, collaborate to find solutions and inspire change.
Our research is shared through publications and the online Data RESEARCH AND COMMUNITY Center. For more than 25 years, we INITIATIVES COMMITTEE have produced Central Oklahoma’s NICK SAMARRIPAS, COMMITTEE CHAIR Vital Signs, providing local, current Jane Abraham Austin Manger trend data and research. The latest Don Betz J.T. Petherick Mary Jane Coffman Sarah Roberts edition, Aging in Central Oklahoma, Michael Davis Jason Sanders explores the rapidly growing older Drew Dugan David Schroeder Brad Ezell Perry Sneed
adult population in central Oklahoma, COMMITTEE MEMBERS Debra Hecht Tracey Strader Marsha Ingersoll Cindy Truong with research showing that by 2035, Christi Jernigan-Marshall Kelly Williams one in four Oklahomans will be age Dave Lopez Megan Williams 60 or older. Research also shows that vital services for the aging are not developing at a rate equal to the growth of this population. While the significant growth in this population highlights the increase in longevity of life, it also calls attention to a greater need for systems of care for those who are aging and may find themselves within the reaches of poverty. Several United Way partners are working tirelessly to address this gap, but they cannot take on this massive challenge on their own.
In 2019, United Way also presented a research brief, Domestic Violence in Central Oklahoma – Why it Matters. The brief reflected how domestic violence and abuse is prevalent in every community and affects all people regardless of age, socio-economic status, sexual orientation, gender, race, religion or nationality. We are proud to work alongside our partner agencies who are standing in the gap with victims of domestic violence.
With our research identifying many areas needing attention, United Way works to meet these challenges by leading or participating in more than 30 community initiatives creating long-term and sustainable solutions.
Visit our Data Center at unitedwayokc.org 35 In 2019, the United Way of Central Oklahoma placed or referred more than 5,400 volunteers with opportunities to serve in the community. These volunteers spent more than 14,000 hours giving back to their community, which is valued at more than $356,020. VOLUNTEER CENTER
In June, the Volunteer Center partnered with local companies for Day of Action to collect over 5,000 items for Stockings of Joy. Day of Caring took place in October with more than 700 volunteers working on projects at our Partner Agencies.
This was the fourth year for the United Way Stockings of Joy Holiday program. Local companies and volunteers donated and spent time stuffing the stockings which provided a bit of holiday cheer to more than 5,000 central Oklahomans.
GETTING CONNECTED We encourage you to visit our volunteer platform “Get Connected”, which allows Partner Agencies and other local nonprofits to easily share volunteer opportunities and recruit volunteers. “Get Connected” at volunteercentraloklahoma.org
OUR MISSION Connecting people and resources to improve the well being of those in our community. OUR VISION A stronger, healthier and more compassionate community.
United Way of Central Oklahoma 1444 NW 28th Street Oklahoma City, OK 73106 Unitedwayokc.org