2023-03-22T15:59:26-05:00 2022-06-30 450250958 Eide Bailly LLP 3501 24th Ave NW Ste 201 Norman OK 730696665 990 2021-07-01 730668684 United Way of Norman Inc UNIT 4053292025 2424 Springer Drive 304 Norman OK 73069 Daren Wilson President/CEO 4053292025 2023-03-22 1 Daren Wilson 999009999 Aaron Jaqua CPA P00841870 4052922900 2023-03-22 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Daren Wilson 2424 Springer Drive 304 Norman OK 73069 1836557 0 X www.unitedwaynorman.org X 1969 OK To improve lives by mobilizing the caring power of our community. 31 31 4 1046 0 0 1910820 1767235 0 0 22194 9776 -39072 19096 1893942 1796107 1160227 1177813 0 0 374462 329570 0 0 129120 211666 191474 1746355 1698857 147587 97250 1887084 1957553 1122737 1195050 764347 762503 X The mission of United Way of Norman is to improve lives by mobilizing the caring power of our community. We do this by working to advance the common good by addressing the most critical problems facing our community. Alongside community partners, we assess the need, develop strategies to address the top priority issues, mobilize partners and resources to implement the plan, and measure our results and report our impact to the community. 0 0 1138716 1138716 The United Way of Norman helps to fund 40 programs within 28 partner agencies. Our partner agencies provided support to more than 61,000 people in our community last year. It is through annual campaign support from local donors that we can provide the assistance to those in our community who need assistance. United Way funding is granted to agencies that are providing services that have been identified by our community as most critical. Our services are rendered to people of all ages from infants to elderly and everyone in between. 151505 39097 United Way of Norman continues to provide services and programs that meet otherwise unmet needs in the community. Our School Supply program provides supplies to children preschool - 12th grade whose families financially qualify. In 2022, more than 990 children received the tools that they needed to succeed from day one, in a dignified and confidential manner. The Student United Engage Leadership program provides 9th grade students in our service area the opportunity to develop leadership and character through a variety of community awareness and service projects. The Student United Leadership Exploration and Development program (LEAD) provides 10th, 11th and 12th grade students who work year-round to raise funds to benefit other local teenagers in need. United Way of Norman partners with 211 to provide up-to-date, 24-hour guidance to residents in Norman and southern Cleveland County who need direction or assistance provided by our partner agencies. These services include financial crises, mental health, housing, food and many other needs. Though 211 assistance is provided to all who call, it is those in financial need who make up the majority of callers. 159704 We focus on three impact areas: Education, Financial Stability, and Health. By focusing on the root causes of local issues, we are building the foundation for a good quality of life for everyone. Our goal is to create long-lasting changes that prevent problems from occurring, while insuring immediate and compassionate response to life's unexpected emergencies. By generating resources, investing them strategically, and measuring results, we are creating opportunities for a better tomorrow 1449925 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X X Kathy Holder 4053292025 2424 Springer Drive Norman OK 73069 Daren Wilson President/CEO 40.00 X 93072 0 11414 Kathy Holder Senior Vice President 40.00 X 68252 0 5758 Robyn Castleberry Past Chair (Until 12/21) 2.00 X X 0 0 0 Vicki Davis Chairman July- Dec)/Past Chair 2.00 X X 0 0 0 Mike Stice Vice Chair July- Dec)/Chairman (as of Jan) 2.00 X X 0 0 0 Tom Cooper Board MemberJuly- Dec)/Vice Chair (As of Jan) 2.00 X X 0 0 0 Mike Murphy Treasurer 2.00 X X 0 0 0 Steve Corley Board member (Until 12/21) 2.00 X 0 0 0 Christine Cooper Board Member 2.00 X 0 0 0 Leslie Clowers Board Member 2.00 X 0 0 0 Kelly Wells Board Member 2.00 X 0 0 0 Joey Wishnuck Board Member 2.00 X 0 0 0 Aaron Parker Board Member 2.00 X 0 0 0 Nasim Farzaneh Board Member 2.00 X 0 0 0 Dana Rieger Board Member 2.00 X 0 0 0 Shaun McGinnis Board Member 2.00 X 0 0 0 Chloe Shi Odom Board Member 2.00 X 0 0 0 Darrel Pyle Board Member 2.00 X 0 0 0 Jeff Bryant Board Member 2.00 X 0 0 0 John Koons Board Member 2.00 X 0 0 0 Scott Beck Board Member 2.00 X 0 0 0 Deidra Peters Board Member 2.00 X 0 0 0 Vicky Bumgarner Board Member 2.00 X 0 0 0 Mandy Mumma Board Member 2.00 X 0 0 0 Sarah Smith Board Member 2.00 X 0 0 0 Brian Ruttman Board Member 2.00 X 0 0 0 Vernon Hooks Board Member 2.00 X 0 0 0 Casey Vinyard Board Member 2.00 X 0 0 0 Kristen Castiglione Board Member (Until 12/21) 2.00 X 0 0 0 Matt Graves Board Member (Until 12/21) 2.00 X 0 0 0 Patrick Grace Board Member (Until 12/21) 2.00 X 0 0 0 Scott Hofmann Board Member (Beg 01/22) 2.00 X 0 0 0 Nina Wadley Board Member (Beg 01/22) 2.00 X 0 0 0 Belinda Hyppolite Board Member (Beg 01/22) 2.00 X 0 0 0 Ronda McKown Board Member (Beg 01/22) 2.00 X 0 0 0 Brandon Hopper Board Member (Beg 01/22) 2.00 X 0 0 0 Jenny Goodspeed Campaign Chair (Beg 01/22) 2.00 X 0 0 0 David Goodspeed Campaign Chair (Beg 01/22) 2.00 X 0 0 0 161324 0 17172 0 0 0 0 0 83317 1683918 20042 1767235 9776 9776 59546 83317 40450 19096 19096 1796107 0 0 28872 1146303 1146303 31510 31510 186118 96498 33785 55835 99212 46318 46017 6877 12094 7678 3435 981 12485 3343 9142 19661 10189 5252 4220 21511 15057 3227 3227 25489 25489 3740 3182 558 38661 31849 6812 2379 1785 118 476 247 149 98 20070 14050 3010 3010 2162 1514 324 324 4484 684 3558 242 Campaign sponsorship 50487 50487 Equipment and repair 13370 8690 1337 3343 8874 5637 3237 1698857 1449925 119812 129120 1353145 1448832 529057 506001 61981 59261 4882 2720 1887084 1957553 9764 10750 1088573 1175000 24400 9300 1122737 1195050 X 625538 640137 138809 122366 764347 762503 1887084 1957553 X 97250 -99094 X 0 1 X 1 0 X 1759889 1757053 2007299 1910820 1767235 9202296 1759889 1757053 2007299 1910820 1767235 9202296 531738 8670558 11197 17948 21448 22194 9776 82563 7892 6900 7224 19096 41112 9325971 0.92970 0.89440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61981 59261 2720 2720 X 1516446 31647 -357041 -325394 1841840 -45733 -45733 1796107 1518290 31647 -212214 -180567 1698857 0 1698857 Part X, Line 2: The Organization is a not-for-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. The Organization has also been classified as an entity that is not a private Organization within the meaning of Section 509(a)(1) and qualifies for deductible contributions. No provision for federal or state income taxes has been recorded. There was no interest or penalties to the Internal Revenue Service included in these financial statements. The Organization's tax returns are generally subject to examination by the Internal Revenue Service and the State of Oklahoma for a period of three years from the date they are to be filed. Part XI, Line 2d - Other Adjustments: Donor designated contributions not recognized for financial statements -257,947. Bad Debt Included in Revenue for Financial Statements -99,094. Part XI, Line 4b - Other Adjustments: Designated from Other United Ways -5,283. Fundraising expenses included in revenue on 990 -40,450. Part XII, Line 2d - Other Adjustments: Donor designated contributions not recognized for financial statements -252,664. Fundraising expenses included in revenue on 990 40,450. Celebrity Sing 142863 83317 59546 22293 10000 900 7257 142863 83317 59546 22293 10000 900 7257 40450 19096 1 ABLE PO Box 354 Norman OK 73070 731170506 501(c)(3) 32564 0 Agency allocation Bethesda Inc 1181 E Main Norman OK 73071 731170216 501(c)(3) 67500 0 Agency allocation Big Brothers Big Sisters 502 E Main Norman OK 73071 731226237 501(c)(3) 49043 0 Agency allocation Bridges 670 N Stubbman Norman OK 73069 731466304 501(c)(3) 76046 0 Agency allocation Catholic Charities of the Archdiocese of Oklahoma City Inc 1232 N Classen Blvd Oklahoma City OK 73106 730636561 501(c)(3) 15375 0 Agency allocation Center for Children and Families 210 S Cockrel Ave Norman OK 73071 730933253 501(c)(3) 132287 0 Agency allocation Food & Shelter Inc 201 Reed Norman OK 73071 731222111 501(c)(3) 64500 0 Agency allocation Legal Aid Services of Oklahoma 2915 N Classen Ste 500 Oklahoma City OK 73106 731022203 501(c)(3) 57434 0 Agency allocation Mary Abbott Children's House 231 E Symmes Norman OK 73069 731512416 501(c)(3) 58750 0 Agency allocation Meals on Wheels of Norman PO Box 1371 Norman OK 73070 730931924 501(c)(3) 93814 0 Agency allocation The Virtue Center PO Box 730 Norman OK 73070 237229899 501(c)(3) 116312 0 Agency allocation Thunderbird Clubhouse 1251 Triad Village Dr Norman OK 73071 731425145 501(c)(3) 16706 0 Agency allocation Transition House Inc 700 Asp Ste 2 Norman OK 73069 731155089 501(c)(3) 46000 0 Agency allocation Variety Care PO Box 1224 Norman OK 73070 731088577 501(c)(3) 102319 0 Agency allocation Women's Resource Center PO Box 5089 Norman OK 73070 510217710 501(c)(3) 57000 0 Agency allocation The Salvation Army PO Box 1092 Norman OK 73070 580660607 501(c)(3) 72000 0 Agency allocation Citizen's Advisory Board PO Box 581 Norman OK 73070 731349348 501(c)(3) 15500 0 Agency allocation Full Circle Life Enrichment Center 1304 E Lindsey Plaza Dr Norman OK 73071 731489357 501(c)(3) 21333 0 Agency allocation American Red Cross 1205 Halley Ave Norman OK 73069 530196605 501(c)(3) 6304 0 Agency allocation Among Friends 4101 Heritage Place Dr Norman OK 73072 481298795 501(c)(3) 26333 0 Agency allocation Crossroads Youth & Family 1333 W Main St Norman OK 73069 731254978 501(c)(3) 5905 0 Agency allocation South Central CASA of Oklahoma PO Box 1714 Norman OK 73070 731231247 501(c)(3) 6500 0 Agency allocation 22 0 School Supplies to low income families in Norman and some surrounding communities 990 31510 FMV School supplies Part I, Line 2: Grants to organizations: The money is paid to agencies either monthly or quarterly depending on the amount. Our Impact Directors meet with the agencies twice a year to go over how funds were used and if they were on target to meet the goal they outlined in the grant process. They are required to turn in a quarterly report to show their progress on said goals. Grants to individuals: The Organization distributes free school supplies to low-income families in Norman and some surrounding communities each year. 800 to 1,000 students receive school supplies from this program every year. Pre-K through 12th-grade students in Norman, Noble, Little Axe, Lexington, and Robin Hill can apply to receive school supplies collected during Stuff the Bus. We use federal income guidelines to determine who can receive free school supplies. Families will need information on all sources of income to complete the signup form. Information includes TANF, DHS and SSI funding, payroll, child support, and any other sources of income. Form 990, Part VI, Section A, line 1a The Executive Committee shall consist of the Board Chairman, Vice-Chairman, Treasurer, Immediate Past Chairman, Audit Committee Chair, Campaign Chair(s), and a Member at Large. The Board Chairman shall serve as committee chair. This committee shall supervise the transaction of all routine business and shall act for the Board of Directors in the interim between its meetings. It shall have the authority to order reimbursements for operational expenses of the corporation. This committee shall possess all the other powers and exercise all the other functions delegated to it by the Bylaws or by the Board of Directors. This committee shall report its activities at each regular meeting of the Board of Directors. Form 990, Part VI, Section A, line 2 Jenny Goodspeed and David Goodspeed have a family relationship. Form 990, Part VI, Section B, line 11b Officers and directors are provided a copy of the Form 990 before it is filed. Form 990, Part VI, Section B, line 12c Conflicts of interest are handled through full disclosure of any such interest and non-involvement of a director in any vote wherein the interest is involved. Potential conflicts are reviewed by Kathy Holder. Each director will annually review and sign a code of ethics pledge. No director shall simultaneously serve as an officer to any funded partner of the United Way of Norman. Form 990, Part VI, Section B, line 15a The personnel committee meets to determine the President's salary. They review other UW's in our region and same size to determine an amount. It is then presented to the Executive committee and if approved at that level it is then taken to the full board for approval. The President determines the salaries for the other staff based on the same criteria. The Personnel Committee will review and then it is put into the annual budget which gets approved by the full board. This process is done on an annual basis. Form 990, Part VI, Section C, line 19 Documents are available upon request Form 990, Part XI, line 9: Uncollectible Pledges -99,094.