2020-06-17T07:20:39-05:00 2019-06-30 450250958 EIDE BAILLY LLP 2402 WESTPORT DR NORMAN OK 730696336 990 2018-07-01 730668684 UNITED WAY OF NORMAN INC UNIT 4053292025 2424 SPRINGER DRIVE NO 304 NORMAN OK 73069 DAREN WILSON PRESIDENT/CEO 4053292025 2020-06-11 1 KELLEY GRACE CPA P00841870 4052922900 2020-06-11 216.147.181.47 2020-06-11 15:19:15 CD P 736D6AE7E924A82FEA8CFB4470EE5F9C82083E0A 13D45B1D0DACAAF4FEC7012AC97E4D96623A6A82 2018 2020-11-06 18:47:13Z DAREN WILSON 2424 SPRINGER DRIVE NO 304 NORMAN OK 73069 1974595 0 X WWW.UNITEDWAYNORMAN.ORG X 1969 OK TO UNITE AND STRENGTHEN OUR COMMUNITY BY EMPOWERING EACH PERSON TO CHANGE LIVES. 32 32 5 1015 0 0 1759889 1901256 0 0 11197 17254 7892 3571 1778978 1922081 1235186 1218438 0 0 367393 362188 0 0 187389 206073 326263 1808652 1906889 -29674 15192 1796107 1821678 1244461 1254840 551646 566838 X THE MISSION OF UNITED WAY OF NORMAN IS TO UNITE AND STRENGTHEN OUR COMMUNITY BY EMPOWERING EACH PERSON TO CHANGE LIVES. 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 1353052 1218438 THE UNITED WAY OF NORMAN HELPS TO FUND 40 PROGRAMS WITHIN 26 PARTNER AGENCIES. OUR PARTNER AGENCIES PROVIDED SUPPORT TO MORE THAN 53,000 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. 127956 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 2019, MORE THAN 600 CHILDREN RECEIVED THE TOOLS THAT THEY NEEDED TO SUCCEED FROM DAY ONE, IN A DIGNIFIED AND CONFIDENTIAL MANNER. THE 4-REAL YOUTH 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 TEEN ADVISORS OF NORMAN, (TAN), KIDS ARE 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. 154537 WE FOCUS ON FOUR IMPACT AREAS: EDUCATION, FINANCIAL STABILITY, HEALTH AND INDEPENDENCE. 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. 1635545 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 5 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 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 ROBYN CASTLEBERRY - VICE-CHAIR TO 12/31 - CHAIR AS OF 1/1 2.00 X X 0 0 0 BEN ODOM - CHAIR TO 1231 PAST CHAIR AS OF 1/1 2.00 X X 0 0 0 RENNIE COOK PAST CHAIR TO 12/31 2.00 X X 0 0 0 RANDY LAFFOON - AT LARGE UNTIL 12/31 - VICE CHAIR AS OF 1/1 2.00 X X 0 0 0 STEVE CORLEY TREASURER 2.00 X X 0 0 0 MIKE MURPHY AUDIT CHAIR 2.00 X 0 0 0 PATRICK GRACE - BD MEMBER UNTIL 12/31 - CO-CAMPAIGN CHAIR AS OF 1/1 2.00 X 0 0 0 KELLEY GRACE CO-CAMPAIGN CHAIR AS OF 1/1 2.00 X 0 0 0 TOM COOPER - CAMPAIGN CHAIR UNTIL 12/31 - BOARD MEMBER AS OF 1/1 2.00 X 0 0 0 MARK MILLSAP-BOARD MEMBER UNTIL 12/31 - AT LARGE AS OF 1/1 2.00 X 0 0 0 SCOTT BECK BOARD MEMBER AS OF 1/1 2.00 X 0 0 0 KRISTEN CASTIGLIONE BOARD MEMBER AS OF 1/1 2.00 X 0 0 0 NASIM FARZANEH BOARD MEMBER AS OF 1/1 2.00 X 0 0 0 MATT GRAVES BOARD MEMBER AS OF 1/1 2.00 X 0 0 0 MICHELLE MERTENS BOARD MEMBER AS OF 1/1 2.00 X 0 0 0 CHLOE SHI ODOM BOARD MEMBER AS OF 1/1 2.00 X 0 0 0 DANA RIEGER BOARD MEMBER AS OF 1/1 2.00 X 0 0 0 JEFF BRYANT BOARD MEMBER 2.00 X 0 0 0 VICKY BUMGARNER BOARD MEMBER 2.00 X 0 0 0 LESLIE CLOWERS BOARD MEMBER 2.00 X 0 0 0 VICKI DAVIS BOARD MEMBER 2.00 X 0 0 0 JOHN KOONS BOARD MEMBER 2.00 X 0 0 0 AARON PARKER BOARD MEMBER 2.00 X 0 0 0 DEIDRA PETERS BOARD MEMBER 2.00 X 0 0 0 CHRISTINE PETTY BOARD MEMBER 2.00 X 0 0 0 SARAH SMITH BOARD MEMBER 2.00 X 0 0 0 MIKE STICE 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 TORY TEDDER-LOFFLAND FINANCIAL STABILITY CHAIR 2.00 X 0 0 0 STEPHANIE ROESLER HEALTH CHAIR 2.00 X 0 0 0 MANDY MCCLURE INDEPENDENCE CHAIR 2.00 X 0 0 0 DEREK PAIVA EDUCATION CHAIR 2.00 X 0 0 0 RUFUS ALEXANDER BOARD MEMBER TO 12/31 2.00 X 0 0 0 SEAN CRANDALL BOARD MEMBER TO 12/31 2.00 X 0 0 0 MJ FARZANEH BOARD MEMBER TO 12/31 2.00 X 0 0 0 CARLY HILL BOARD MEMBER TO 12/31 2.00 X 0 0 0 ALESHA LEEMASTER BOARD MEMBER TO 12/31 2.00 X 0 0 0 GEORGE WILSON BOARD MEMBER TO 12/31 2.00 X 0 0 0 DAREN WILSON PRESIDENT/CEO 40.00 X 84279 0 6483 KATHY HOLDER SENIOR VICE PRESIDENT 40.00 X 68347 0 4800 152626 0 11283 0 0 0 0 0 144582 74297 1682377 35192 1901256 17948 17948 2406 3100 -694 -694 -694 46085 74297 49414 -3329 -3329 6900 0 6900 6900 1922081 0 0 20825 1216463 1216463 1975 1975 160201 80101 22428 57672 144652 62318 27321 55013 18083 9384 2734 5965 16176 4493 6583 5100 23076 10760 3794 8522 19798 13858 2970 2970 8771 1256 7515 18275 9655 2000 6620 62062 43444 9309 9309 3005 1924 360 721 504 240 60 204 17279 12095 2592 2592 2146 1545 236 365 4282 1180 2279 823 BAD DEBT EXPENSE 134614 134614 CAMPAIGN SPONSORSHIP 17391 17391 SCHOOL SUPPLIES 13240 13240 EQUIPMENT AND REPAIR 10508 5420 1093 3995 14388 11580 196 2612 1906889 1635545 83955 187389 1108042 1170369 679829 645154 58848 52693 8236 6155 1796107 1821678 19610 13480 1207851 1223800 17000 17560 1244461 1254840 X 492674 470862 58972 95976 551646 566838 1796107 1821678 15192 0 X 0 1 X 1 0 X 1920312 1709850 1622303 1759889 1901256 8913610 1920312 1709850 1622303 1759889 1901256 8913610 727569 8186041 14730 12336 11710 11197 17948 67921 8981531 91206 0.91140 0.94550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58848 52693 6155 6155 X 1515196 21675 10300 31975 1483221 438860 438860 1922081 1500004 21675 21675 1478329 428560 428560 1906889 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: DESIGNATED FROM OTHER UNITED WAYS 10,300. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS NOT RECOGNIZED FOR FINANCIAL STATEMENTS 353,660. FUNDRAISING EXPENSES INCLUDED IN REVENUE ON 990 -49,414. BAD DEBT INCLUDED IN REVENUE FOR FINANCIAL STATEMENTS 134,614. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS NOT RECOGNIZED FOR FINANCIAL STATEMENTS 343,360. FUNDRAISING EXPENSES INCLUDED IN REVENUE ON 990 -49,414. BAD DEBT INCLUDED IN REVENUE FOR FINANCIAL STATEMENTS 134,614. CELEBRITY SING 120382 74297 46085 35192 2500 10584 180 958 120382 74297 46085 35192 2500 10584 180 958 49414 -3329 1 ABLE PO BOX 354 NORMAN OK 73070 731170506 501C3 17000 AGENCY ALLOCATION AGING SERVICES INC 1179 E MAIN ST NORMAN OK 73071 731326994 501C3 20000 AGENCY ALLOCATION AMERICAN RED CROSS 1205 HALLEY AVE NORMAN OK 73069 530196605 501C3 11000 AGENCY ALLOCATION AMONG FRIENDS ACTIVITY CENTER 4101 HERITAGE PLACE DR NORMAN OK 73072 481298795 501C3 31000 AGENCY ALLOCATION BETHESDA INC 1181 E MAIN ST NORMAN OK 73071 731170216 501C3 66000 AGENCY ALLOCATION BIG BROTHERS BIG SISTERS 502 E MAIN ST NORMAN OK 73071 731226237 501C3 48000 AGENCY ALLOCATION BRIDGES 670 N STUBBEMAN NORMAN OK 73069 731466304 501C3 64000 AGENCY ALLOCATION CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 730636561 501C3 9166 AGENCY ALLOCATION COMMUNITY AFTER SCHOOL PROGRAM 1023 N FLOOD AVE NORMAN OK 73069 730960925 501C3 39500 AGENCY ALLOCATION CENTER FOR CHILDREN AND FAMILIES 210 S COCKREL AVE NORMAN OK 73071 730933253 501C3 148000 AGENCY ALLOCATION FOOD & SHELTER INC 201 REED NORMAN OK 73071 731222111 501C3 63400 AGENCY ALLOCATION FULL CIRCLE LIFE ENRICHMENT CENTER 1304 E LINDSEY PLAZA DR NORMAN OK 73071 731489357 501C3 19000 AGENCY ALLOCATION KALEIDOSCOPE PO BOX 720314 NORMAN OK 73070 262033006 501C3 5576 AGENCY ALLOCATION LEGAL AID SERVICES OF OKLAHOMA 2915 N CLASSEN STE 500 OKLAHOMA CITY OK 73106 731022203 501C3 47000 AGENCY ALLOCATION LOVEWORKS PO BOX 721055 NORMAN OK 73070 274025891 501C3 20000 AGENCY ALLOCATION MARY ABBOTT CHILDREN'S HOUSE 231 E SYMMES NORMAN OK 73069 731512416 501C3 48000 AGENCY ALLOCATION MEALS ON WHEELS OF NORMAN PO BOX 1371 NORMAN OK 73070 730931924 501C3 95745 AGENCY ALLOCATION SOUTH CENTRAL CASA OF OKLAHOMA INC PO BOX 1714 NORMAN OK 73070 731231247 501C3 7488 AGENCY ALLOCATION THE SALVATION ARMY PO BOX 1092 NORMAN OK 73070 580660607 501C3 71000 AGENCY ALLOCATION THE VIRTUE CENTER PO BOX 730 NORMAN OK 73070 237229899 501C3 125000 AGENCY ALLOCATION THUNDERBIRD CLUBHOUSE 1251 TRIAD VILLAGE DR NORMAN OK 73071 731425145 501C3 30500 AGENCY ALLOCATION TRANSITION HOUSE INC 700 ASP STE 2 NORMAN OK 73069 731155089 501C3 46800 AGENCY ALLOCATION VARIETY CARE PO BOX 1224 NORMAN OK 73070 731088577 501C3 96000 AGENCY ALLOCATION WOMEN'S RESOURCE CENTER PO BOX 5089 NORMAN OK 73070 510217710 501C3 59500 AGENCY ALLOCATION 24 0 PART I, LINE 2: 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. X AUCTION ITEMS 59 35192 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION REPORTED THE NUMBER OF CONTRIBUTIONS IN PART I, LINE 25B. FORM 990, PART VI, SECTION A, LINE 1 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 PATRICK GRACE AND KELLEY GRACE 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 WAS LAST CONDUCTED IN AUGUST 2017. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST