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United Way of Central Oklahoma 2019 Annual Report Live United®

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United Way of Central Oklahoma 2019 Annual Report Live United® 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
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