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2019 ANNUAL REPORT UNITED WAY OF CENTRAL OKLAHOMA LIVE UNITED ®
2019 ANNUAL REPORTUNITED WAY OF CENTRAL OKLAHOMA
LIVE UNITED®
A Letter from the Board Chairman and President and CEO
Board Members and Trustees
New Initiatives
Campaign Cabinet
2019 Campaign Results
Leadership Giving
Media Partners
Events
Human Resources
Strategic Growth
Board Serve Program
Community Investment Committee
Accountability
2019 Community Investments
Focus Areas
Program Funding
Research
Volunteer Center
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Our Statement of Financial Position and Statement of Activities is available upon request.
TABLE OF CONTENTS
A LETTER FROM THE BOARD CHAIRMANAND PRESIDENT AND CEO2019 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.
Debby HamptonPresident and CEOUnited Way of Central Oklahoma
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James D. CouchBoard ChairmanUnited Way of Central Oklahoma
A LETTER FROM THE BOARD CHAIRMANAND PRESIDENT AND CEO
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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.
2019 OFFICERS OF THE BOARD
Chairman of the BoardJim Couch, City of Oklahoma City (Retired)
SecretaryChris Anoatubby, The Chickasaw Nation
Assistant SecretaryLane R. Neal, Durbin, Larimore & Bialick, P.C.
TreasurerMatt McGuire, Parallel Advisors
Assistant TreasurerRick McCune, Grant Thornton LLP
2019 EXECUTIVE COMMITTEE CHAIRSAdministration Chair
David Harlow, BancFirst Corporation
Audit ChairJennifer Grigsby, Ascent Resources, LLC
Campaign Co-ChairsBill Lance, The Chickasaw Nation
Sherri Lance, Gaming Capital Group
Communications & Events ChairHillary Farrell, Ackerman McQueen
Community Investment ChairBrad Ezell, Halff Associates, Inc.
Ethics ChairCynda Ottaway, Crowe & Dunlevy
Human Resources ChairM.T. Berry, City of Oklahoma City (Retired)
Investment ChairMark Wood, Ernst & Young LLP
Labor ChairJim Curry, Oklahoma State AFL-CIO
Nominating ChairEd Martin, Ackerman McQueen
Research and Community Initiatives ChairNick Samarripas, Arvest Bank
Strategic Growth ChairShane Wharton, Love’s Travel Stops & Country Stores, Inc.
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BOARD MEMBERS AND TRUSTEES
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Chris Anoatubby, The Chickasaw NationDanny Barth, Oklahoma City Thunder
M.T. Berry, City of Oklahoma City (Retired)Don Betz, Community Leader
Gary D. Brooks, Cornerstone DevelopmentKent Buchanan, Oklahoma City University
Michael Carolina, Oklahoma Center for the Advancement of Science and Technology (OCAST)Jason Clark, CompSource Mutual Insurance Company
Mikeal Clayton, AttorneyRobert Clements, Clements Foods Company
Michelle Coppedge, Mike Monroney Aeronautical CenterJim Couch, City of Oklahoma City (Retired)Sean Cummings, Cummings Oil Company
Jim Curry, Oklahoma State AFL-CIOCarl Edwards, Price Edwards & Company
Jim English, Lopez Foods & Dorada FoodsTricia Everest, Community LeaderBrad Ezell, Halff Associates, Inc.
Clay Farha, B.D. Eddie EnterprisesHillary Farrell, Ackerman McQueen
Mohammad Farzaneh, Home CreationsRoberta Fields, McAfee & Taft
Kristal Flury, Environmental ManagementKelly Dyer Fry, The Oklahoman
Jack Golsen, LSB Industries, Inc.Jennifer Grigsby, Ascent Resources, LLCDave Hager, Devon Energy Corporation
Steve Hahn, AT&T OklahomaDavid Harlow, BancFirst Corporation
Judy Hatfield, Equity Commercial Realty II, LLCMark Helm, Dolese Bros. Co.
John Higginbotham, Bank of OklahomaJerome A. Holmes, U.S. Tenth Circuit Court of Appeals
Marsha Ingersoll, Community LeaderDennis Jaggi, EnCap Flatrock MidstreamCarey Joullian, Mustang Fuel Corporation
Percy Kirk, Cox CommunicationsMichael Laird, Crowe & Dunlevy
Sherri Lance, Gaming Capital GroupDoug Lawler, Chesapeake Energy Corporation
2019 BOARD OF DIRECTORS
Jean C. Leger Jr., OGE Energy Corp.Jenee Naifeh Lister, Merrill LynchDave Lopez, Community Leader
Judy Love, Love’s Travel Stops & Country Stores, Inc.Ed Martin, Ackerman McQueen
Rick McCune, Grant Thornton LLPSean McDaniel, Oklahoma City Public Schools
Matt McGuire, Parallel AdvisorsMichael Ming, Community Leader
Rick Nagel, Acorn Growth CompaniesLane R. Neal, Durbin, Larimore, & Bialick, P.C.
Catherine O’Connor, The Alliance for Economic Development of Oklahoma CityTim O’Connor, Central Oklahoma Labor Federation, AFL-CIO
Cynda C. Ottaway, Crowe & DunlevyDavid Rainbolt, BancFirst CorporationSarah Roberts, Inasmuch Foundation
Kris Rogers, Love’s Travel Stops & Country Stores, Inc.Randy Roper, MidFirst BankKelly Sachs, BE Capital, Inc.
Rodney Sailor, Enable Midstream PartnersMeg Salyer, Accel Financial Staffing
Nick Samarripas, Arvest BankDr. Jason Sanders, University of Oklahoma Health Sciences Center
Bill Schonacher, IBC Bank – OklahomaTaylor Shinn, Baker Hughes
Greg Smith, Northrop GrummanChuck Spicer, OU Medicine
Karli Stroh, INTEGRIS HealthLee Symcox, First Fidelity Bank
Sean Trauschke, OGE Energy Corp.Cindy Truong, Oklahoma District Court
Christopher Turner, The First State BankMike Turpen, Riggs, Abney, Neal, Turpen, Orbison & LewisShane Wharton, Love’s Travel Stops & Country Stores, Inc.
Terri White, Oklahoma Department of Mental Health & Substance Abuse ServicesKathy Williams, Community Leader
Roy Williams, Greater Oklahoma City ChamberMark Wood, Ernst & Young LLP
George E. Young Sr., Oklahoma House of Representatives
2019 BOARD OF DIRECTORS (Continued)
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BOARD MEMBERS AND TRUSTEES
John Armitage, MD, Oklahoma Blood InstituteDavid Carpenter, American Fidelity
Richard H. Clements, Clements Foods CompanyMike Coats, IBC Bank
Luke Corbett, Corbett Management, LLCTodd Edmonds, HSE Architects
Eric Eissenstat, Continental Resources, Inc.Mark Funke, Simmons Bank
Jim Gebhart, Mercy Hospital Oklahoma CityKirk Hall, Hall Capital
Cliff Hudson, Crowe & DunlevyMichael E. Joseph, McAfee & Taft
Brad Krieger, Arvest BankLinda Lambert, LASSO Corporation
Bruce Lawrence, Lawrence Strategic SolutionsD.E. “Rick” Lippert Jr., Lippert Brothers, Inc.
Robert Lorenz, Community LeaderMary Mélon, The Foundation for Oklahoma City Public Schools
Wes Milbourn, KFOR-TV and KAUT-TVLarry Nichols, Devon Energy Corporation
Polly Nichols, Community LeaderDave Ortloff, Dillingham Benefits
David Page, JPMorgan ChaseLindy Ritz, The Ritz Group
Pat Rooney, First National Bank OklahomaJim Roth, Oklahoma City University School of Law
David Schroeder, Research PsychologistTony Shinn, Bank of America
Natalie Shirley, National Cowboy & Western Heritage MuseumKent Shortridge, ONE Gas
Perry Sneed, SMART #124 (Retired)Doug Stussi, Love’s Travel Stops & Country Stores, Inc.
David Thompson, InvesTrust Wealth ManagementJean Wallace, Buttery Company, LLP
Chad Wilkerson, Federal Reserve Bank of Kansas City – Oklahoma City Branch
2019 BOARD OF DIRECTORS (Continued)
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2019 ADVISORY BOARD OF TRUSTEES
John Armitage, MD, Oklahoma Blood InstituteDavid Carpenter, American Fidelity
Richard H. Clements, Clements Foods CompanyMike Coats, IBC Bank
Luke Corbett, Corbett Management, LLCTodd Edmonds, HSE Architects
Eric Eissenstat, Continental Resources, Inc.Mark Funke, Simmons Bank
Jim Gebhart, Mercy Hospital Oklahoma CityKirk Hall, Hall Capital
Cliff Hudson, Crowe & DunlevyMichael E. Joseph, McAfee & Taft
Brad Krieger, Arvest BankLinda Lambert, LASSO Corporation
Bruce Lawrence, Lawrence Strategic SolutionsD.E. “Rick” Lippert Jr., Lippert Brothers, Inc.
Robert Lorenz, Community LeaderMary Mélon, The Foundation for Oklahoma City Public Schools
Wes Milbourn, KFOR-TV and KAUT-TVLarry Nichols, Devon Energy Corporation
Polly Nichols, Community LeaderDave Ortloff, Dillingham Benefits
David Page, JPMorgan ChaseLindy Ritz, The Ritz Group
Pat Rooney, First National Bank OklahomaJim Roth, Oklahoma City University School of Law
David Schroeder, Research PsychologistTony Shinn, Bank of America
Natalie Shirley, National Cowboy & Western Heritage MuseumKent Shortridge, ONE Gas
Perry Sneed, SMART #124 (Retired)Doug Stussi, Love’s Travel Stops & Country Stores, Inc.
David Thompson, InvesTrust Wealth ManagementJean Wallace, Buttery Company, LLP
Chad Wilkerson, Federal Reserve Bank of Kansas City – Oklahoma City Branch
EX-OFFICIO MEMBERS
Stacy Ninness, Neighborhood Services Organization
Jeffrey Cartmell, State of Oklahoma, Office of the Governor
Donny Greenawalt, Chesapeake Energy, LLC
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BOARD MEMBERS AND TRUSTEES
2019 UNITED WAY OF CENTRAL OKLAHOMA LEADERSHIP STAFF
Debby HamptonPresident and CEO
Pam CoxChief Financial Officer
Nina DaylorExecutive Vice President
Jachin MerrillVice President, Communications
Barbara RoyceVice President, Labor Participation
Crystal StuhrVice President, Strategies and Community Impact
NEW INITIATIVES
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WAYFINDER INNOVATION GRANTIn 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.
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.
Courageous Cookies Award: $70,800
Curbside Apparel Award: $39,200
Homeless Street Outreach OKC
Award: $60,000
Samaritan Award: $55,000
Raise the Bar Award: $25,000
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COMMITTEE MEMBERSChristine BerneyJason BishopMike BlakeKevin BoydDavid CarpenterSunny CearleyRobert ClementsJim Couch Carl EdwardsTricia EverestKelly Dyer FryMark FunkeJim Gebhart
Kelly GrayBetsy Guthrie-BrunsteterDavid HagerJohn HigginbothamJoe HodgesLaura Johnson Klay KimkerBrad KriegerTom KupiecAustin MangerEd MartinRick McCuneJohn McNamara
Edgar MedinaFrank Merrick Rick NagelCathy O’ConnorTim O’ConnorShane Pate IITim PehrsonLt. Governor Matt PinnellLuke PitmanDavid RainboltChristina RehkopNick SamarripasClint Schwab
Brad SheriffMike SikesGreg SmithPerry SneedChuck Spicer David ThompsonSean Trauschke Mike TurpenKevin WellfareDarcy WilbornChad WilkersonRon WitherspoonAllen Wright
CAMPAIGN CABINETBILL & SHERRI LANCE, CO-CHAIRS
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
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2019 CAMPAIGN RESULTS
Mark Funke, Ed Martin and Jim Couch at the Tocqueville Society Gathering.
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.
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LEADERSHIP GIVING
2019 LEADERSHIP COMMITTEE CHAIRS
Our leadership giving affinity groups include:
Tocqueville SocietyWomen’s Leadership Society
Emerging Leaders
MARK FUNKE, ED MARTIN, DAVID THOMPSON & SEAN TRAUSCHKE
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.
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Tocqueville SocietyTocqueville Society Gathering (December)
Leadership Giving AssociationLeadership Reception (May)
Women’s Leadership Society Cocktails and Conversations (Year-round)Annual Luncheon (April)
Emerging LeadersEaster Egg Hunt (March)Leadership Development Lunches (Year-round)“Raising the Stakes” Event (August)Senior Holiday Gala (December) Lunches with Leaders (Year-round)Agency Tours and Networking Socials (Year-round)Partner Agency Projects (Year-round)
Type of Event:
Social
Networking
Community education
Service project
Leadership gifts make up 48.46% of United Way of Central Oklahoma’s campaign total.
CAMPAIGN TOTAL
LEADERSHIP GIVING
VIDEO AND PHOTO PRODUCTIONAckerman McQueenCarl Shortt Photography David McNeese Stills & Motion
CORPORATEBancFirst Chesapeake
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MEDIA PARTNERS PRINTThe Bethany Tribune Edmond Chamber of
Commerce, The VoiceEdmond Life & LeisureGuthrie News-LeaderION MagazineJournal RecordMetro FamilyMidwest City Chamber
of CommerceMoore Chamber of CommerceOKC FridayOklahoma Gazette Oklahoma Nursing Times &
Senior News and Living Oklahoma City Chamber of
Commerce, The PointThe OklahomanPiedmont Tribune South OKC Chamber
COMMITTEE MEMBERS
BROADCAST/OUTDOORArnold OutdoorCox CommunicationsCumulus MediaGriffin OutdooriHeartRadio KAUT OK 43KFORKOCOKOKH Fox 25 & KOCB KSBIKWTV LamarRemington ParkTyler MediaVital Outdoor Advertising
THANK YOU TO OUR MEDIA PARTNERS WHO DONATED MORE THAN $2 MILLION IN IN-KIND CONTRIBUTIONS!
COMMUNICATIONS & EVENTS COMMITTEEHILLARY FARRELL, COMMITTEE CHAIR
Mark AckermanPam Campbell
Sunny Cearley Kelly Dyer Fry
Marsha IngersollWes Milbourn
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.
Participants compete in the 2019 Pacesetter Games.
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EVENTSUnited 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.
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HUMAN RESOURCESThe 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.
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COMMITTEE MEMBERS
Cynthia Brundige Jim Curry
Roberta FieldsJim Gebhart
Rick LippertSarah Roberts
HUMAN RESOURCES COMMITTEEM.T. BERRY, COMMITTEE CHAIR
Kent Shortridge
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STRATEGIC GROWTHThe 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.
COMMITTEE MEMBERS
Jeffrey CartmellTim DotyDonny Greenawalt Marsha Ingersoll
Percy KirkMichael LairdBruce LawrenceDave Ortloff
Cynda Ottaway Bill SchonacherDoug Stussi Sean Trauschke
STRATEGIC GROWTH COMMITTEESHANE WHARTON, COMMITTEE CHAIR
Mark Wood
HUMAN RESOURCES
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BOARD SERVE PROGRAMFRANK MERRICK, PROGRAM CHAIR
2019 Board Serve graduates
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 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.
A Chance to ChangePauline Davis, Ascent Resources, LLC
Areawide Aging Agency, Inc.Jason Bailey, Hertz Rental Car CorporationChaunté Gilmore, PARCway Health & RehabAidee Salas, Love’s Travel Stops & Country Stores, Inc.Kyle Tully, Funds for Learning LLCRyne Walker, Cameron Enterprises Investment Management
Boy Scouts of America-Last Frontier CouncilRoger Nayar, Nayar Law Group
Boys & Girls Clubs of Oklahoma CountyKyle E. Martin, Ackerman McQueen
Calm Waters Center for Children & FamiliesRachel O’Connor, Paycom
Camp Fire USA-Heart of Oklahoma CouncilAnthony Herron Jr., Metropolitan Library System - Oklahoma County
Coffee Creek Riding CenterStephen Carns, Prosperity Bank Kyle E. Martin, Ackerman McQueen
Community Literacy Centers, Inc.Matthew Maguire, Bank of Oklahoma
Daily Living Centers, Inc.Ann McKinney, United Health Care
Dale Rogers Training CenterAndrea Nguyen, NFP Corporate Services
EARC, Inc.Leah Agers, Dyer Coatney Schroeder Attorneys at Law
Family Builders, Inc.Teresa Hill, Oklahoma Federation of Classified EmployeesJoy McDonald, American Fidelity Assurance Co.Jake Weatherford, Castleview Wealth Advisors
Goodwill Industries of Central OklahomaJake Taylor, Commerce Bank
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2019 BOARD SERVE GRADUATES AND THE BOARDS ON WHICH THEY SERVEHealth Alliance for the UninsuredZane Fisher, Oklahoma City Golf & Country Club
HeartLineMary Ellen Kilpatrick, Gooden Group
The Homeless AllianceSuzy Lytle, Sandy Beaches Software
Mental Health Association OklahomaAlyssa Grooms, Dunlap Codding
Moore Youth & Family ServicesTahereh Rogers, OGE Energy Corp
NewView OklahomaMatthew Breton, Oklahoma Natural Gas
Oklahoma Foundation for the DisabledLeslie Crissup, Enable Midstream Partners
Pivot, Inc.Justin Brady, Chesapeake Energy
Possibilities, Inc.Calvin Franklin III, Baptist HospitalRose Lane, OKC Friday Newspaper
RSVP of Central OklahomaFrancellies Otero-Berrios, OKC Hispanic Chamber of Commerce
The Salvation ArmyAshley Herron, Remnant Church
Skyline Urban MinistryCory Christofferson, Bank of Oklahoma
Upward TransitionsTimberlynn Ortis, Love’s Travel Stops & Country Stores, Inc.
Urban League of Greater Oklahoma City, Inc.Chelsey McKnight, Candor
YWCA Oklahoma CityGessica Sewell, Dyer Coatney Schroeder Attorneys at Law
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.
Lane NealMeg SalyerDavid SchroederPerry Sneed
SUBCOMMITTEE CO-CHAIRSJohn AdcockKristin ArmstrongBeth AutryJason BaileyMartin BergersonJustin BradyLisa Burchfield
VICE CHAIRJean “John” Leger Jr.
IMMEDIATE PAST CHAIRKris Rogers
COMMITTEE MEMBERSDon BetzMikeal ClaytonMike CoatsMark HelmJerome HolmesMarsha Ingersoll
COMMUNITY INVESTMENT COMMITTEEBRAD EZELL, COMMITTEE CHAIR
Micki CarneyJoshua CooperNancy CurrySheldon Edmond IICarol FehrleAshley FogleTeresa FolgerAndi HaddadMichelle HamrickDavid HatchColeen HenisaAnthony HerronTarsha House
Eric G. HundleyStephanie HurleyAndrew JordanSteve LeinMark LisleJake LongNikki MilbyRobert NelonKurt SchneiterBruce SchwagerHeather ScottJanis Thomas
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To view a full list of Community Investment volunteers and their companies,please visit unitedwayokc.org.
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.
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 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 with United Way funds.
Volunteers meet to discuss funding recommendations for each program under consideration.
The Community Investment Committee, made up of board members, reviews and balances funding recommendations from the volunteers to funds available for allocation.
When the funding balance is complete, the Community Investment Committee submits a final recommendation to United Way’s board for approval.
Following approval, funds are distributed among our Partner Agencies.
Volunteers conduct follow-up evaluations through final reports on results achieved.
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ACCOUNTABILITY
2019 COMMUNITY INVESTMENTS
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DISTRIBUTION BASE:2018 Campaign Pledges..............................Board Designated Funds................................Less Allowance for Pledge Loss........................Directly Paid Designations.....................................Net Available for Distribution.......................
$17,004,961$786,774$928,616
$25,000$16,838,119
American Heart Association ................................................. $167,223American Red Cross, Central & Southwest Oklahoma .......... $1,275,000Areawide Aging Agency, Inc. ...................................................$52,500Arthritis Foundation, Oklahoma Chapter* .................................$13,549Bethesda, Inc. ........................................................................ $67,000Big Brothers Big Sisters of Okla, OKC .................................... $190,000Boy Scouts of America, Last Frontier Council ......................... $482,000Boys & Girls Clubs of Oklahoma County ................................. $199,875Calm Waters Center for Children & Families .............................$74,000Camp Fire Heart of Oklahoma ............................................... $236,900CASA of Oklahoma County, Inc. ............................................ $105,000Catholic Charities ................................................................. $363,000A Chance to Change ............................................................... $92,400Citizens Caring for Children ................................................... $117,000City Care ................................................................................ $41,493Coffee Creek Riding Center for the Handicapped ......................$81,756Community Literacy Centers, Inc. ............................................$77,176Daily Living Centers, Inc. ....................................................... $232,990Dale Rogers Training Center, Inc. ........................................... $156,300D-DENT, Inc. ........................................................................... $91,695EARC, Inc. .............................................................................. $80,000Family Builders, Inc. ............................................................. $181,250Girl Scouts - Western Oklahoma ............................................ $295,000Goodwill Industries of Central Oklahoma .................................$29,000GreenPath Financial Wellness* ..................................................$1,788Health Alliance for the Uninsured ............................................$71,000HeartLine ............................................................................. $231,000The Homeless Alliance ......................................................... $126,750INTEGRIS Hospice ................................................................ $165,000John W. Keys Speech & Hearing Center ....................................$29,900Latino Community Development Agency ................................ $161,352Legal Aid Services of Oklahoma, Inc. ..................................... $126,000Mental Health Association Oklahoma ......................................$83,200Metropolitan Better Living Center .......................................... $128,500Moore Youth & Family Services ...............................................$91,000
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Neighborhood Services Organization ..................................... $325,200NewView Oklahoma ................................................................ $35,000NorthCare ............................................................................ $318,000Oklahoma Foundation for the Disabled, Inc. ........................... $215,000Oklahoma Halfway House, Inc. ..................................................$2,001Oklahoma Medical Research Fndtn. (OMRF) ............................$98,000Oklahoma United Methodist Circle of Care, Inc. ........................$32,640Pivot, Inc. ............................................................................... $64,000Positive Tomorrows .............................................................. $236,300Possibilities, Inc. .................................................................... $25,000ReMerge ................................................................................ $40,000RSVP of Central Oklahoma, Inc. ............................................. $166,800The Salvation Army, Central Oklahoma Area Command ........... $969,600Skyline Urban Ministry ............................................................ $59,500Special Care, Inc. .................................................................. $434,300Sunbeam Family Services, Inc. .............................................. $838,803TEEM The Education & Employment Ministry ...........................$45,000Tinker AFB Youth Center .........................................................$26,300Upward Transitions ............................................................... $350,000Urban League of Greater Oklahoma City, Inc. .......................... $354,366Variety Care ......................................................................... $553,635YMCA of Greater Oklahoma City ..............................................$73,750Youth & Family Services, Inc. ...................................................$52,189YWCA Oklahoma City ............................................................ $869,000
Sub Total.........................................$12,101,981
OTHER DISTRIBUTIONS:United Way of Logan County ...................................... ...$259,907United Way of Canadian County ................................... $380,404Heart of the City Campaign Designations .................... $323,395State Charitable Campaign Designations .................... $221,879Combined Federal Campaign Designations ................. $107,469Other United Ways/Agencies Designations ................. $217,549United Way Worldwide Dues ......................................... $169,956United Way Operating Budget .................................... $3,055,578
TOTAL..............................$16,838,118
*Designations from 2018 campaign. No longer a Partner Agency.
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.
OUR FIVE FOCUS AREAS
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OUR FIVE FOCUS AREAS 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.
2019/2020 Allocable Dollars
11.6%
COMMUNITY PREPAREDNESS
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American Red Cross, Central & Southwest OklahomaDisaster ServicesServices to Armed Forces (SAF)
American Heart AssociationQuality ImprovementState Health Alliances
Oklahoma Halfway House, Inc.Women’s Services
The Salvation Army, Central Oklahoma Area CommandDisaster Services
Skyline Urban MinistryFood Pantry
Partner Agency 2019/2020 Funding
$1,150,000$125,000
$12,587$25,000
$2,001
$34,600
$59,500
PROGRAM FUNDING
2019/2020 Allocable Dollars
17.2%
HEALTHY CITIZENS
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American Heart AssociationCause InitiativesCultural Health InitiativesResearch
Arthritis Foundation, Oklahoma ChapterPatient and Community ServicePublic Health Education
A Chance to ChangeA Chance to Recover
D-DENT, Inc.PreventativeRestorative
Family Builders, Inc.Violence Prevention
Health Alliance for the UninsuredCare ConnectionCooperative Central Pharmacy
HeartLineSuicide Prevention
The Homeless AllianceCapacity BuildingHorison HMIS
INTEGRIS HospiceHospice of Oklahoma County
John W. Keys Speech & Hearing CenterHearing Aid Bank
Latino Community Development AgencyHealthRiverside Community CenterTreatment
$50,347$29,789$49,500
$6,775$6,774
$62,000
$8,500$83,195
$28,000
$32,000$39,000
$38,500
$42,000$28,050
$165,000
$13,100
$20,000$12,649$36,158
Partner Agency 2019/2020 Funding
Mental Health Association OklahomaSunbridge CounselingTeenScreen
Neighborhood Services OrganizationPalo Duro
NorthCareAdult Services
Oklahoma Medical Research Foundation (OMRF)Research Program
Sunbeam Family Services, Inc.Counseling Services
Variety CareDental ClinicFamily PlanningObstetric ClinicPediatric Clinic
YMCA of Greater Oklahoma CityLincoln Park Senior Center
HEALTHY CITIZENS (CONTINUED)
27
Partner Agency 2019/2020 Funding
$19,000$64,200
$37,200
$318,000
$98,000
$188,500
$20,000$50,000
$216,700$266,935
$54,000
2019/2020 Allocable Dollars
13.8%
INDEPENDENT LIVING
28
Areawide Aging Agency, Inc.Senior Stabilization Program
Daily Living Centers, Inc.Adult Day HealthElderly & Disabled Community Transportation
Dale Rogers Training Center, Inc.Adult RehabAuxiliary Day CareAuxiliary TransportationSpecial Needs
EARC, Inc.The Trails
Metropolitan Better Living CenterAdult Day Health
NewView OklahomaOKC Low Vision Rehabilitation
Oklahoma Foundation for the Disabled, Inc.Oklahoma Foundation for the Disabled
RSVP of Central Oklahoma, Inc.Provide-A-Ride TransportationVolunteer Recruit and Placement
The Salvation Army, Central Oklahoma Area CommandSenior ServicesTransportation
Sunbeam Family Services, Inc.Emergency Senior ShelterSenior Companion Services
Partner Agency 2019/2020 Funding
$52,500
$210,490$22,500
$71,000$6,300
$50,000$17,000
$80,000
$128,500
$35,000
$215,000
$96,000$70,800
$216,750$112,000
$89,200$191,000
29
Catholic CharitiesFamily Support ServicesHoly Family HomeHomeless ServicesImmigration
City CareSupportive Housing
Community Literacy Centers, Inc.LEAP
Family Builders, Inc.Child Abuse Prevention
Goodwill Industries of Central OklahomaJob Connection Center
GreenPath (formerly CCCS)Education
HeartLine2-1-1 24/7 Services
The Homeless AllianceWestTown Resource Center
Latino Community Development AgencyPrevention
Legal Aid Services of Oklahoma, Inc.Oklahoma City Law Office
Neighborhood Services OrganizationHousing and Community Development
Positive TomorrowsFamily Support Services
Possibilities, Inc.Participatory Community Capacity Building
30
2019/2020 Allocable Dollars
28.9%
STRONG FAMILIES
Partner Agency 2019/2020 Funding
$90,000$74,000$19,000
$180,000
$41,493
$77,176
$153,250
$29,000
$1,788
$192,500
$56,700
$50,545
$126,000
$288,000
$87,500
$25,000
STRONG FAMILIES (CONTINUED)
31
ReMergeDiversion Program
The Salvation Army, Central Oklahoma Area CommandEmergency ShelterSocial Services
TEEM The Education & Employment MinistryJob Placement
Upward TransitionsCommunity Outreach Program
Urban League of Greater Oklahoma City, Inc.Community Convening and Social JusticeHousing and Financial LiteracyWorkforce and Career Development
YWCA Oklahoma CityCrisis Advocacy and Residential Services (CARS)Youth and Adult
Partner Agency 2019/2020 Funding
$40,000
$204,000$227,000
$45,000
$350,000
$34,000$105,000$128,141
$830,000 $39,000
32
2019/2020 Allocable Dollars
28.5%
SUCCESSFUL KIDS
Partner Agency 2019/2020 Funding
Bethesda, Inc.Stop, Go, Tell EducationTherapeutic Counseling Program
Big Brothers Big Sisters of Oklahoma, Oklahoma CityOne-to-One Mentoring
Boy Scouts of America, Last Frontier CouncilComprehensive Youth Development
Boys & Girls Clubs of Oklahoma CountyBoys and Girls Clubs
Calm Waters Center for Children & FamiliesCenter-based Support GroupsSchool-based Support Groups
Camp Fire Heart of OklahomaManagement and GeneralOKC Comprehensive Youth Development (Clubs)OKC In-School
CASA of Oklahoma County, Inc.Case Management
A Chance to ChangeA Chance to Succeed
Citizens Caring for ChildrenResource Center
Coffee Creek Riding Center for the HandicappedTherapeutic Riding Program
Dale Rogers Training Center, Inc.Camp Tumbleweed
$20,000$47,000
$190,000
$482,000
$199,875
$55,000$19,000
$23,800 $120,000
$93,100
$105,000
$30,400
$117,000
$81,756
$12,000
33
34
Partner Agency 2019/2020 Funding
Girl Scouts - Western OklahomaLeadership Development
John W. Keys Speech & Hearing CenterLanguage Preschool
Latino Community Development AgencyTony Reyes Child Development
Moore Youth & Family ServicesMAST (Moore Alternative School and Treatment) Program
Oklahoma United Methodist Circle of Care, Inc.Child SHARE
Pivot, Inc.Supporting Kids in Independent Living (SKIL)
Positive TomorrowsEducationExtracurricular Program
The Salvation Army, Central Oklahoma Area CommandBoys & Girls Club
Special Care, Inc.Childcare-Special NeedsManagement and General
Sunbeam Family Services, Inc.Contracted Foster Care (CFC)Management and GeneralOKC Educare
Tinker AFB Youth CenterSocial ProgramsSports Program
Urban League of Greater Oklahoma City, Inc.Education and Family Development
YMCA of Greater Oklahoma CityTeens
Youth & Family Services, Inc.The Caring CenterCommunity CounselingManagement and General
$295,000
$16,800
$42,000
$91,000
$32,640
$64,000
$135,000$13,800
$175,250
$400,000$34,300
$53,103$15,000
$302,000
$15,700$10,600
$87,225
$19,750
$25,189$25,000
$2,000
SUCCESSFUL KIDS (CONTINUED)
35Visit our Data Center at unitedwayokc.org
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 Center. For more than 25 years, we have produced Central Oklahoma’s Vital Signs, providing local, current trend data and research. The latest edition, Aging in Central Oklahoma, explores the rapidly growing older adult population in central Oklahoma, with research showing that by 2035, one in four Oklahomans will be age 60 or older. Research also shows
RESEARCH AND COMMUNITY INITIATIVES COMMITTEENICK SAMARRIPAS, COMMITTEE CHAIR
Jane AbrahamDon BetzMary Jane CoffmanMichael DavisDrew DuganBrad EzellDebra HechtMarsha IngersollChristi Jernigan-MarshallDave Lopez
COMM
ITTEE
MEM
BERS Austin Manger
J.T. PetherickSarah RobertsJason SandersDavid SchroederPerry SneedTracey StraderCindy TruongKelly WilliamsMegan Williams
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.
RESEARCH
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.
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
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.
GETTING CONNECTED
VOLUNTEER CENTER
OUR MISSIONConnecting people and resources to improve the well being of those in our community.
OUR VISIONA stronger, healthier and more compassionate community.
United Way of Central Oklahoma1444 NW 28th StreetOklahoma City, OK 73106Unitedwayokc.org
