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12 & 12, Inc. • A New Leaf • Ability Resources • American Heart Association, Tulsa Chapter • American Lung Association of the Central States • American Red Cross, Tulsa Area Chapter • Arthritis Foundation • Big Brothers Big Sisters of Oklahoma • Boy Scouts of America, Indian Nations Council • The Bridges Foundation • Bristow Community Projects • Bristow Social Services • Broken Arrow Neighbors • Broken Arrow Seniors • Camp Fire USA Green Country Council • The Center for Individuals with Physical Challenges • Circle of Care - F. Willard Ministry Center • Community Action Project of Tulsa County • Community Care, Inc. of Sapulpa • Community Service Council of Greater Tulsa • Credit Counseling Centers of Oklahoma • Creek County Literacy Program • Crossroads • Daily Family YMCA of Bixby • Domestic Violence Intervention Services / Call Rape • Eastern Oklahoma Donated Dental Services • Family & Children’s Services • Girl Scouts of Eastern Oklahoma • Goodwill Industries of Tulsa • Homelife Association • Hospice of Green Country • Legal Aid Services of Oklahoma • LIFE Senior Services • Margaret Hudson Program • Mental Health Association in Tulsa • Metropolitan Tulsa Urban League • Okmulgee County Family Resource Center, Inc. • Okmulgee County Homeless Shelter • Okmulgee-Okfuskee County Youth Services • Operation Aware of Oklahoma • Owasso Community Resources • Palmer Continuum of Care, Inc. • The Parent Child Center of Tulsa • RARC, Inc. • RSVP • Sand Springs Community Services • Show, Inc. • Street School • The Salvation Army • TSHA, Inc. • Tulsa Advocates for the Rights of Citizens with Developmental Disabilities (TARC) • Tulsa Boys’ Home • Tulsa C.A.R.E.S. • Tulsa Court Appointed Special Advocates (Tulsa CASA) • Tulsa Day Center for the Homeless • United Community Action Program - Head Start • Visiting Nurse Association of Tulsa • Wagoner Area Neighbors • YMCA of Greater Tulsa • Youth at Heart • Youth Services of Creek County • Youth Services of erican Heart Association, Tulsa Chapter • American Lung Association of the Central States • American Red Cross, Tulsa Area Chapter • Arthritis Foundation • Big Brothers Big Sisters of Oklahoma • Boy Scouts of America, Indian Nations Council • The Bridges Foundation • Bristow Community Projects • Bristow Social Services • Broken Arrow Neighbors • Broken Arrow Seniors • Camp Fire USA Green Country Council • The Center for Individuals with Physical Challenges • Circle of Care - F. Willard Ministry Center • Community Action Project of Tulsa County • Community Care, Inc. of Sapulpa • Community Service Council of Greater Tulsa • Credit Counseling Centers of Oklahoma • Creek County Literacy Program • Crossroads • Daily Family YMCA of Bixby • Domestic Violence Intervention Services / Call Rape • Eastern Oklahoma Donated Dental Services • Family & Children’s Services • Girl Scouts of Eastern Oklahoma • Goodwill Industries of Tulsa • Homelife Association • Hospice of Green Country • Legal Aid Services of Oklahoma • LIFE Senior Services • Margaret Hudson Program • Mental Health Association in Tulsa • Metropolitan Tulsa Urban League • Okmulgee County Family Resource Center, Inc. • Okmulgee County Homeless Shelter • Okmulgee-Okfuskee County Youth Services • Operation Aware of Oklahoma • Owasso Community Resources • Palmer Continuum of Care, Inc. • The Parent Child Center of Tulsa • RARC, Inc. • RSVP • Sand Springs Community Services • Show, Inc. • Street School • The Salvation Army • TSHA, Inc. • Tulsa Advocates for the Rights of Citizens with Developmental Disabilities (TARC) • Tulsa Boys’ Home • Tulsa C.A.R.E.S. • Tulsa Court Appointed Special Advocates (Tulsa CASA) • Tulsa Day Center for the Homeless • United Community Action Program Head Start • Visiting Nurse Association of Tulsa • Wagoner Area Neighbors • YMCA of Services of Tulsa • YWCA Tulsa • 12 & 12, Inc. • A New Leaf • Ability Resources • American Heart Association, Tulsa Chapter • American Lung Association of the Central States • American Red Cross, Tulsa Area Chapter • Arthritis Foundation • Big Brothers Big Sisters of Oklahoma • Boy Scouts of America, Indian Nations Council • The Bridges Foundation • Bristow Community Projects • Bristow Social Services • Broken Arrow Neighbors • Broken Arrow Seniors • Camp Fire USA Green Country Council • The Center for Individuals with Physical Challenges • Circle of Care - F. Willard Ministry Center • Community Action Project of Tulsa County • Community Care, Inc. of Sapulpa • Community Service Council of Greater Tulsa • Credit Counseling Centers of Oklahoma • Creek County Literacy Program • Crossroads • Daily Family YMCA of Bixby • Domestic Violence Intervention Services / Call Rape • Eastern Oklahoma Donated Dental Services • Family & Children’s Services • Girl Scouts of Eastern Oklahoma • Goodwill Industries of Tulsa • Homelife Association • Hospice of Green Country • Legal Aid Services of Oklahoma • LIFE Senior Services • Margaret Hudson Program • Mental Health Association in Tulsa • Metropolitan Tulsa Urban League • Okmulgee County Family Resource Center, Inc. • Okmulgee County Homeless Shelter • Okmulgee-Okfuskee County Youth Services • Operation Aware of Oklahoma • Owasso Community Resources • Palmer Continuum of Care, Inc. • The Parent Child Center of Tulsa • RARC, Inc. • RSVP • Sand Springs Community Services • Show, Inc. • Street School • The Salvation Army • TSHA, Inc. • Tulsa Advocates for the Rights of Citizens with Developmental Disabilities (TARC) • Tulsa Boys’ Home • Tulsa C.A.R.E.S. • Tulsa Court Appointed Special Advocates (Tulsa CASA) • Tulsa Day Center for the Homeless • United Community Action Program - Head Start • Visiting Nurse Association of Tulsa • Wagoner Area Neighbors • YMCA of Greater Tulsa • Youth at Heart • Youth Services of Creek County • Youth Serv s • American Heart Association, Tulsa Chapter • American Lung Association of the Central States • American Red Cross, Tulsa Area Chapter • Arthritis Foundation • Big Brothers Big Sisters of Oklahoma • Boy Scouts of America, Indian Nations Council • The Bridges Foundation • Bristow Community Projects • Bristow Social Services • Broken Arrow Neighbors • Broken Arrow Seniors • Camp Fire USA Green Country Council • The Center for Individuals with Physical Challenges • Circle of Care - F. Willard Ministry Center • Community Action Project of Tulsa County • Community Care, Inc. of Sapulpa • Community Service Council of Greater Tulsa • Credit Counseling Centers of Oklahoma • Creek County Literacy Program • Crossroads • Daily Family YMCA of Bixby • Domestic Violence Intervention Services / Call Rape • Eastern Oklahoma Donated Dental Services • Family & Children’s Services • Girl Scouts of Eastern Oklahoma • Goodwill Industries of Tulsa • Homelife Association • Hospice of Green Country • Legal Aid Services of Oklahoma • LIFE Senior Services • Margaret Hudson Program • Mental Health Association in Tulsa • Metropolitan Tulsa Urban League • Okmulgee County Family Resource Center, Inc. • Okmulgee County Homeless Shelter • Okmulgee-Okfuskee County Youth Services • Operation Aware of Oklahoma • Owasso Community Resources • Palmer Continuum of Care, Inc. • The Parent Child Center of Tulsa • RARC, Inc. • RSVP • Sand Springs Community Services • Show, Inc. • Street School • The Salvation Army • TSHA, Inc. • Tulsa Advocates for the Rights of Citizens with Developmental Disabilities (TARC) • Tulsa Boys’ Home • Tulsa C.A.R.E.S. • Tulsa Court Appointed Special Advocates (Tulsa CASA) • Tulsa Day Center for the Homeless • United

Annual Meeting 2009 & Awards Ceremony Celebrating 85 years!

1 9 2 4

85 YEARS

2 0 0 9


Annual Meeting 2009 & Awards Ceremony

A message from the Chairman and President 2008 was a year filled with great pride and immense gratitude for our community’s support. The Tulsa Area United Way and our 63 partner agencies extend a special, heartfelt thank you to the tens of thousands of volunteers and donors who stepped up so generously last year to ensure that 2008 was successful.

February 24, 2009 • Doubletree Hotel

Gary Paxton Chairman, Board of Directors

Mark R. Graham President and CEO

85 YEARS

www.tauw.org

1430 S. Boulder P.O. Box 1859 Tulsa, OK 74101 (918) 583-7171

Our 2008 campaign exceeded its stated goal of $23.9 million by raising $24,001,223. At a time when every dollar is so critical, these additional dollars raised will help us respond to increasing basic and emergency needs created by the economic downturn. Thanks go to Bill Grant, 2008 Campaign Chair, and his Campaign Cabinet for their extraordinary work and remarkable dedication to our community. Live United – Give. Advocate. Volunteer. We introduced our new branding strategy in support of year-round efforts to improve our communities and the lives of fellow Tulsans through your gifts of time, money and talent. Working together, united, we can inspire hope and create opportunities for a better tomorrow. So as we begin our 85th anniversary this year, the Tulsa Area United Way is well-prepared to tackle our community’s pressing needs in 2009. We do have real challenges, yet we look forward to this year with much hope for making our Tulsa area a better place for all to live. A community where we all truly Live United!


Agenda Welcome.................................................................................................... Gary L. Paxton, 2008 Board Chair

Retired, Dollar Thrifty Automotive Group, Inc.

Invocation............................................................................................................. Rev. Delana Taylor McNac

Director of Spiritual Care, Hospice of Green Country and Haikey Chapel Indian United Methodist Church

Pledge of Allegiance.................................................. Chouteau Elementary Camp Fire Adventure Club

Business Meeting..................................................................................................................... Gary L. Paxton Nominating Committee Report. .............................................................................. Mike Rhoads Rhoads Advisory Group, LLC

Recognition of Board Members............................................................................ Gary L. Paxton

Campaign Report...................................................................................... Bill Grant, 2008 Campaign Chair

Recognition of Awards from Unite! Trailblazer Award Hero Award Ignite! Award Illuminate! Award

President, The Holmes Organisation, Inc.

Presentation of Awards Best of the Best Awards Million Dollar Company Awards Chairman’s Key Club Award ONG Green Country Award Sun Leadership Award Live United Spirit Award

President’s Report.............................................................................Mark R. Graham, President and CEO

Tulsa Area United Way

Chairman’s Address................................................................................................................ Gary L. Paxton

Passing of the Gavel...........................................................................................................Bill Grant

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Tulsa Area United Way History

1954

since. And that campaign lasted only five days.

For 85 years, the Tulsa Area United Way has brought people in the Tulsa area together – people who give so well and so often with compassionate hearts to help take care of those in need. First known in 1924 as the Tulsa Community Fund, Tulsans combined 11 health and human service organizations under one umbrella and ran their inaugural campaign. That very first campaign goal of $238,895 was exceeded by $9,000, establishing a pattern that Tulsa area residents have followed

1968

In 1932, Waite Phillips, one of the largest contributors to the Tulsa Community Fund, donated a three-story building downtown, and Tulsa became one of only a handful of cities where a Fund had a permanent home. This location at 6th and Cheyenne remained the headquarters until 1970 when TAUW moved to its current location, 1430 S. Boulder. The Depression and World War II posed difficult organizational and funding

challenges, but once again, community support was there. In 1943, the Fund’s $600,000 campaign ($309,845 raised by Tulsa Community Fund, $290,155 by the national war effort) supported 22 local agencies, as well as 22 organizations designed for international relief. During World War II, the organization was known as Tulsa’s War Chest and was affiliated with the National War Fund and United War Chest of Oklahoma. The name of the organization was eventually changed to the Tulsa Community Chest

Tulsa Community Chest has first goal over $1 million! $1,045,000 raised for 29 agencies.

1965

UNITED logo appears.

1956

Tulsa Community Chest has first goal over $500,000; raised $589,960 for 26 agencies.

1948

1944

Waite Phillips donates downtown building.

Tulsa Community Fund teams up with National War efforts to become Tulsa’s War Chest, raising $600,000, ($309,845, raised by TCF.)

1953

The Great Depression didn’t stop Tulsans from exceeding goal; $284,728 was raised.

1932

1930

Tulsa Community Fund organized by area businessmen; 11 human service organizations in one campaign.

Tulsa Community Fund raises over $315,000 for 19 human service organizations.

1928

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1924

1971


Tulsa Area United Way History as a result of community growth in the 50s and early 60s. The final name change was in 1974 to the Tulsa Area United Way with a new logo of a helping hand beneath a rainbow of hope. In 1988, TAUW raised over $12 million to support 53 partner agencies. That year, a new Venture Grant program was established to fund innovative programs and since its start, has financed initiatives such as the Safe Place Shelter at Youth Services of Tulsa, 2-1-1 Tulsa Helpline and TulsaWORKS at Goodwill.

What began as an idea in 1924 has turned into hundreds of millions of dollars being invested in our community, helping people every day. In 85 years, this incredible community has raised more than $545,273,000 for the sixcounty area TAUW serves, putting the organization consistently in the top 10% of all United Ways in the nation. Today, TAUW works to keep strong the safety net of critical health, human and social services to meet the dramatically increased needs. And every year,

more than 200 community volunteers spend thousands of hours evaluating the needs of the community and how best to invest your gifts strategically to positively impact Tulsa’s citizens. From “Be a Good Neighbor,” to “Tulsa’s No. 1 Job: Giving the United Way,” from “Love Can Move Mountains” to “Your Gift works Wonders,” Tulsans have shown from the beginning that they embody the spirit of what it means to truly “Live United” by giving, advocating and volunteering.

2008

2008

2009 Tulsa Area United Way beats goal by raising $3.8 million.

2005

1999

TAUW surpasses goal of $10 million for first time.

1986

1978

Tulsa Area United Way sets goal of $4.5 million.

1976

1974

1969

Over $2 million raised for 47 agencies.

TAUW surpasses goal of $20 million for first time.

2008

United Way logo appears; raised over $3 million for 49 agencies.

2-1-1 Tulsa Helpline was launched with 24/7 service.

LIVE UNITED branding introduced.

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Financial Review Financial Summary - for years ended 12/31/08 and 12/31/07 Where the Dollars Come From

REVENUES

Contributions - current campaign Contributions - prior years' campaigns Less Collection Loss Provision Non Campaign Contributions Special Grants Net Investment Return Other

Total Revenues

Where the Dollars Are Invested

2008 (1)

$ 21,834,697 1,276,627 (1,511,648) 0 500,000 542,115 103,649

$ 24,100,368

$ 22,745,440

$ 5,431,595 4,001,445 3,545,921 2,178,491 1,854,842 1,701,678 1,097,064 709,364 315,425

$ 4,937,148 3,637,187 3,223,130 1,980,179 1,685,993 1,546,771 1,656,074 644,789 347,157

20,835,825 2,485,158

19,658,428 2,389,240

EXPENSES

Program Services Helping People at Risk Nurturing Children & Youth Strengthening Families Homeless Prevention & Intervention Services for People with Disabilities Promoting Health & Wellness Venture Grants & Special Funding Building Communities Member Agency Relations Total Program Services Management & Fundraising Costs Total Expenses

Change in Net Assets Less Change in Restricted Net Assets Unrestricted Change in Net Assets Unrestricted Net Assets, Beginning of Year Unrestricted Net Assets, End of Year

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2007

$ 22,900,170 (2) 1,613,180 (969,021) 204,409 400,000 (83,371) 35,001

(1)

$ 23,320,983 $

779,385 811,616 (32,231)

(3)

$ 22,047,668 $

697,772 528,691 169,081

6,625,710

6,456,629

$ 6,593,479

$ 6,625,710

2008 amounts are unaudited, (2) As of 12/31/08, (3) Expenditures represent 2007 campaign


2009 Board of Directors Directors, 3 year term, Expiring 2012

Directors at Large, 1 Year Term, Expiring 2010

Jim Bender, Williams Fred Cleveland, American Airlines Dan Ellinor, Bank of Oklahoma, N.A. Kathy Ervin-Johnson, USPS - Tulsa Postmaster Steve Hildebrand, Community Volunteer Dave Keglovits, GableGotwals Bert Marshall, Blue Cross and Blue Shield of Oklahoma J. Wade McCaleb, Sr., UAW Local 1895 Stuart Solomon, Public Service Company of Oklahoma Don Walker, ARVEST Don Wellendorf, Magellan Midstream Partners, LP

Dr. Keith Ballard, Tulsa Public Schools Julian Brewer, The AGOS Group Tally Ferguson, Bank of Oklahoma, N.A. Mary Mélon, The Journal Record Jim Norton, Jim Norton Toyota Gary Paxton, Retired, Dollar Thrifty Automotive Group Dave Ratcliff, CWA Local 6012 Mike Rhoads, Rhoads Advisory Group, LLC Tray Siegfried, The NORDAM Group The Honorable Kathy Taylor, Mayor – City of Tulsa David Wagner, Saint Francis Health System

Directors at Large, 1 Year Term, Green Country, Expiring 2010 Susan M. Bickert (Jenks), Kimberly-Clark Corporation Nevyle Cable (Okmulgee), First National Bank & Trust of Okmulgee Paul Cornell (Bristow), SpiritBank Greg Graham (Broken Arrow), First National Bank & Trust of Broken Arrow Bob Green (Sand Springs), BancFirst Sand Springs Chuck Mitchell (Sapulpa), OG&E – Sapulpa Clint Swanson (Owasso), Rogers & Bell

Directors, Filling Open Terms, Expiring 2011

Directors, Filling Open Terms, Expiring 2010

Kelli Bailey, Matrix Architects Engineers Planners, Inc. Robyn Ewing, Williams Cathy Gates, Ernst & Young, LLP

Jeff Crippin, Omni Air International Rod Sands, Explorer Pipeline Company

2009 Officer Nominees Board Chair Bill Grant The Holmes Organisation, Inc.

Vice Chair Tally Ferguson Bank of Oklahoma, N.A.

Asst. Secretary Mike Messick TWU Local 514

Chair Elect Don Walker ARVEST

Secretary Jim Kneale ONEOK, Inc.

Treasurer Mike Rhoads Rhoads Advisory Group, LLC

Asst. Treasurer Sandi Westbrook QuikTrip

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2008 Campaign Cabinet Bill Grant, Chair

The Holmes Organisation, Inc.

Industry & General Business Team

Public Service & Government Team

Professional Business Team

Green Country & Commerce Team

Jim Kneale - ONEOK, Inc., Chair

Tom Baker - Community Volunteer, Chair

Chuck Pollard - Omni Air International, Chair

Stuart Sullivan - QuikTrip, Chair

Business/Retail Michael Thompson - Bank of Oklahoma, N.A.

City Major Paul Williams - Tulsa Police Dept.

Accountants Brad Stoots - Grant Thornton

Bristow Carla Holzrichter - C. Holzrichter Insurance

CommTech Becky J. Frank - Schnake Turnbo Frank | PR

County Fred Perry - Board of Commissioners

Construction Kelli Bailey - Matrix Architects Engineers Planners, Inc.

Education Dr. Cathy Burden - Union Public Schools Dr. Kirt Hartzler - Union Public Schools

Energy Bruce Heine - Magellan Midstream Partners, LP Energy Services Diann Bishop - Williams Manufacturing Peggy Tanner - McElroy Manufacturing, Inc. Real Estate Greg Roberson - Roberson Francis Co.

Federal (CFC) Lt. C. Bernadine Thomson - U.S. Army Corps of Engineers Non Profits Bill Major - LIFE Senior Services

Aerospace Tray Siegfried - The NORDAM Group

Hospitality Paula Cotten - QuikTrip

Attorneys Gary Betow - Conner & Winters

Okmulgee Nevyle Cable - First National Bank & Trust - Okmulgee

Finance Ed Fariss - MidFirst Bank

Port of Catoosa Michael Bradley - Matrix Service Company

Healthcare David Wagner - Saint Francis Health System Insurance Nancy Pruitt - Blue Cross and Blue Shield of Oklahoma

Sand Springs Tim Watts - American Heritage Bank Sapulpa Dr. Joe Crowder - Community Volunteer

State L’Toya Knighten - Governor’s Office

Leadership Team Don Walker - ARVEST, Chair

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Tocqueville Society Jim & Kristin Bender

Trailblazers Eric Hansen - BKD, LLP

Foundations David Hogan - HoganTaylor, LLP

Loaned Executives John Wiscaver - State Farm Insurance Companies

Labor John Gaines - Northeastern Oklahoma Labor Council Marketing David Littlefield - Littlefield, Inc.


Message from 2008 Campaign Chair

As you know, 2008 was a roller coaster ride for our nation, our community and our campaign. We had our ups and downs throughout the year but by November, when all was said and done, you came through for the less fortunate and the agencies that serve and care for them. Bill Grant President, The Holmes Organisation, Inc.

In August, we were riding high with great campaigns from our Trailblazer companies. Our eight Trailblazer companies raised almost $4 million – a combined 9% over their 2007 campaigns! Then September struck. As bad economic news swept the media, our campaigns continued… but we definitely saw a slowdown

in communication and activity as companies assessed their own businesses and the local impact of national news. By mid-October, companies large and small were beginning to report their campaign results – and their community spirit showed through. Companies tried to maximize their commitments even if their businesses were suffering. November confirmed what a great and caring community we live in. By Unite!, we had matched 2007’s $23.7 million and went over the $24 million mark for just the third time in TAUW history. Thanks again for Living United.

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Leaders in Total Dollars Raised The following Companies, Foundations and Trusts are ranked by employee gift and corporate gift combined.

Million Dollar Plus

$999K—$250K

American Airlines, Inc. The Anne & Henry Zarrow Foundation Samson Investment Company Omni Air International The NORDAM Group Blue Cross and Blue Shield of Oklahoma Kaiser-Francis Oil Company Saint Francis Health System World Publishing Company City of Tulsa United States Postal Service T.D. Williamson, Inc.

$249K—$100K

Dollar Thrifty Automotive Group, Inc. Helmerich & Payne, Inc. J.E. and L.E. Mabee Foundation Magellan Midstream Partners, LP Kimberly-Clark Corporation St. John Health System Public Service Company of Oklahoma

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McJunkin Red Man Corporation Alliance Resource Partners, LP Tulsa Public Schools Union Public Schools Tulsa County ARVEST Sunoco, Inc. Herman George Kaiser Foundation AT&T Hilti, Inc. The F&M Bank & Trust Company Pepsi Bottling Group H.A. and Mary K. Chapman Charitable Trust Hillcrest HealthCare System The Holmes Organisation, Inc. Matrix Service Company Hall Estill Attorneys at Law Seminole Energy Service State Farm Insurance Companies GableGotwals

$99K—$50K

Jim Norton Toyota U.S. Cellular Conner & Winters, LLP UPS University of Tulsa Explorer Pipeline Company Melton Truck Lines, Inc. BKD, LLP IBM Vanguard Car Rental Cimarex Energy Company Whirlpool Corporation Spirit AeroSystems CommunityCare of Oklahoma Tulsa Area United Way McElroy Manufacturing, Inc. Wal-Mart Stores, Inc. Flintco Companies, Inc. Family & Children’s Services Warehouse Market, Inc. Tulsa Community College Citizens Security Bank and Trust Senior Star Living Ernst & Young, LLP WILLBROS Engineers, Inc.

Zarrow Families Foundation Broken Arrow Public Schools John Zink Company, LLC Deloitte & Touche, LLP Unit Corporation Mazzio’s Corporation U.S. Army Corps of Engineers Nadel and Gussman MetLife ONB Bank & Trust Company

$49K—$35K

American Residential Group PACCAR Winch Division Goodwill Industries of Tulsa OU-Tulsa Schusterman Center American Heritage Bank PennWell Corporation Oral Roberts University Allied Bearings Supply Co., Inc. Arby’s Mid-Continent Group Linde Process Plants, Inc. DCP Midstream


Corporate Leadership Awards Previously Announced Awards

Trailblazer Award: BKD, LLP

BKD had a 19% increase in their campaign with almost half of their employees giving $500 or more. For six years in a row, BKD has received the Best of the Best campaign award.

Hero Award: Oklahoma Air National Guard 138th Fighter Wing

The Oklahoma Air National Guard campaign team ran a one-day campaign, even though 250 members were deployed to Iraq. With only 1/3 of their troop left here to participate, they still had a 9% overall increase from 2007.

Ignite! Award: Wellman Products Group

During their first campaign, Wellman Products Group set a goal of $20,000 that was reached through employee pledges, a golf tournament, penny wars, bake sales, a fall festival event and 10 key club givers.

Illuminate! Award: The Bridges Foundation

The Bridges Foundation had a 29% campaign increase in 2008 and have had double digit increases in their campaign for four years in a row. They also involved all levels of their organization in their campaign, including their clients.

Awards To Be Announced at Annual Meeting

Million Dollar Award

Thank you to these companies and their employees for an outstanding campaign!

Chairman’s Key Club Award

Presented to the company with an outstanding leadership giving program, this year’s nominees are ARVEST, Tulsa County, QuikTrip and Williams.

ONG Green Country Award

Presented annually to the company with the best overall participation in the surrounding communities, this year’s nominees are AVB, City of Bixby, Kimberly-Clark Corporation and Matrix Service Company.

Sun Leadership Award

Presented to the best overall company, this year’s nominees are Bank of Oklahoma, N.A., Jim Norton Toyota, Samson Investment Company and Union Public Schools.

Live United Spirit Award

A new award to honor an individual from one of our 63 partner agencies who has made an indelible mark on the lives of others. Whether a volunteer, client or board member, this person encourages others to overcome obstacles and is a strong promoter of the organization.

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Awards Best of the Best

The Best of the Best Award recognizes organizations with a campaign increase of at least 5%, employee participation of 75% or more and an employee per capita giving of $250 or more. Ability Resources, Inc. Adams Hall Asset Management, LLC Alliance Resource Partners, LP Allied Bearings Supply Co., Inc. American Heart Association, Tulsa Chapter American Residential Group AmeriTrust Corporation Anchor Gasoline Corporation Bank of Oklahoma, N.A. Benefit Informatics Big Brothers Big Sisters of Oklahoma BKD, LLP The Bridges Foundation Broken Arrow Neighbors Camp Fire USA Green Country Council, Inc. The Center for Individuals with Physical Challenges Chubb & Son Commerce Bank Community Service Council of Greater Tulsa

Doerner, Saunders, Daniel & Anderson, LLP Eastern Oklahoma Donated Dental Services Enterprise Rent-A-Car Explorer Pipeline Company Tulsa Glenpool First Fidelity Bank Frederic Dorwart Lawyers Girl Scouts of Eastern Oklahoma Grant Thornton, LLP Hall Estill, Attorneys at Law Hogan & Slovacek The Holmes Organisation, Inc. Jim Norton Toyota KPMG, LLP Leaders Life Insurance Company LIFE Senior Services Magellan Midstream Partners, LP Midas Muffler Nadel and Gussman Neosource, Inc.

NuStar Energy Omni Air International ONEOK, Inc. The Parent Child Center of Tulsa Peoples Bank QuikTrip Corporate Division RSVP Robinowitz Oil Company Seminole Energy Services Senior Star Living Street School Summit Bank Sunoco, Inc. Tullius Taylor Sartain & Sartain, LLP Tulsa Area United Way Tulsa C.A.R.E.S. Tulsa CASA, Inc. Tulsa County Administrative Services Board of Commissioners IT Department

Personnel Department Social Services Tulsa Metro Chamber Tulsa Public Schools Area Superintendents Union Public Schools Alternative School Visiting Nurse Association of Tulsa Williams Youth Services of Tulsa Combined Federal Campaign Best of the Best 10th Circuit Court of Appeals National Energy Technology Laboratory Social Security Administration Okmulgee U.S. Bankruptcy Court Okmulgee United States Postal Service Customer Service Adminstration West Tulsa Station

Excellence

The Excellence Award recognizes organizations with employee participation of 75% or more and per capita giving of $182 or more.

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Arthritis Foundation, Eastern Oklahoma Chapter AVB BancFirst Tulsa Bank of America Boy Scouts of America, Indian Nations Council Broken Arrow Seniors

Budco City of Tulsa Auditing Human Rights Conner & Winters, LLP Credit Counseling Centers of Oklahoma Deloitte & Touche, LLP

Ernst & Young, LLP The F&M Bank & Trust Company Family & Children’s Services The First National Bank & Trust Company of Broken Arrow First Stuart Corporation

First Wave GableGotwals Gibson, Dunn & Crutcher Glenn Elliott & Associates, Inc. Goodwill Industries of Tulsa Harlan Motor Company Irving Productions, Inc.


Awards Excellence continued Johnson, Jones, Dornblaser, Coffman & Shorb Langdon Publishing Company McElroy Manufacturing, Inc. MidFirst Bank Northeastern Oklahoma Labor Council Operation Aware of Oklahoma Optimus Corporation PricewaterhouseCoopers, LLP Questar Exploration and Production Company

Regent Bank Residents of Inverness Village Residents of Montereau Rodolf & Todd Rogers & Bell The Salvation Army Mabee Red Shield Boys & Girls Club Schnake Turnbo Frank | PR Stillwater National Bank Thurmond Consulting, Inc. Tulsa Advocates for the Rights of Citizens with Developmental Disabilities

Tulsa Public Schools Superintendent’s Office Valley National Bank WILLBROS/InServ Youth at Heart

Combined Federal Campaign Excellence Comptroller of the Currency National Weather Service Hydrology

Social Security Administration Bartlesville Office of Disability Adjudication and Review Tulsa District Office Southwestern Power Administration United States Postal Service Gilcrease Station Jenks Post Office

Gold

The Gold Award recognizes organizations with employee per capita giving of $125—$181. Accounting Principals American Bank & Trust Company American Heritage Bank Sand Springs Sapulpa Ameron International Anchor Stone Company Arby’s ARVEST BancFirst Coweta Jenks Bank of Oklahoma, N.A. Sand Springs Blackwell Smith, PC Blue Cross and Blue Shield of Oklahoma Calumet Oil Company Central National Bank CFR, Inc. Cimarex Energy Company Citizens Security Bank and Trust

Bixby Okmulgee City of Tulsa Finance Department INCOG Legal Department Mayor’s Office Communication Graphics Community Bank - Bristow Cortrol Process Systems, Inc. Crossroads, Inc. Crowe & Dunlevy, Attorneys & Counselors at Law Davis Bros, LLC Dollar Thrifty Automotive Group, Inc. DVIS/Call Rape eLynx Technologies Energy One Federal Credit Union EXCO Resources, Midcontinent Division First National Bank & Trust of Okmulgee

First United Bank of Sapulpa Flintco Companies, Inc. Frontier Plastic Fabricators, Inc. FSI, Inc. Glass Design, Inc. Grand Bank Head, Johnson & Kachigian Helmerich & Payne, Inc. Hospice of Green Country Ikon Office Solutions International Insurance Brokers, Ltd. James, Potts & Wulfers, Inc. Jenks Public Schools Alternative Center Jim Norton Mitsubishi Jones, Gotcher & Bogan, PC Kaiser-Francis Oil Company Kantor Oil Company Kimberly-Clark Corporation KWB Oil Property Management, Inc. Legal Aid Services of Oklahoma, Inc. and members

of LSUW Local 2320 The Leinbach Company Linde Process Plants, Inc. Margaret Hudson Program Broken Arrow Public Schools Matrix Service Company McJunkin Red Man Corporation Melton Truck Lines, Inc. Mental Health Association in Tulsa Metropolitan Tulsa Urban League NGL Supply, Inc. The NORDAM Group OG&E - Sapulpa Oklahoma Central Credit Union Okmulgee-Okfuskee County Youth Services ONB Bank & Trust Company Tulsa Sapulpa

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Awards Gold continued Palmer Continuum of Care, Inc. Pepsi Bottling Group Petroleum International, Inc. Rich & Cartmill, Inc. Riggs, Abney, Neal, Turpen, Orbison & Lewis RL Hudson Sabre Holdings The Salvation Army Center of Hope Samson Investment Company Sheehan Pipeline Construction Company Show, Inc. Singer Brothers SolArc, Inc. Southern Tire Mart Stanfield & O’Dell, PC T.D. Williamson, Inc. The Trane Company and members of Plumbers & Pipefitters Local 430

The Trust Company of Oklahoma TSHA, Inc. TrammellCrow Company Tulco Oils Tulsa County Election Board Tulsa National Bank Tulsa New Holland Tulsa Public Schools Financial Services Leadership and Staff Development Twenty First Properties, Inc. Union Public Schools Moore Elementary UPS and members of Teamsters Local 516 Venture Properties, Inc. Villareal & Associates Warren W. Smith & Associates Consulting Engineers, PC Williford Companies Woodard Technology and Investments

World Publishing Company World Travel Services, LLC Zebco, a WC Bradley Company ZLB Bio Plasma Combined Federal Campaign Gold Bureau of Land Management Minerals Management Service National Weather Service Meteorology Office of Surface Mining Social Security Administration Miami Tulsa Field Solicitor’s Office U.S. Army Corps of Engineers U.S. Attorney’s Office Northern District of Oklahoma U.S. Department of Housing & Urban Development United States Postal Service Greater Tulsa Area Bulk Mail Requirements Chimney Hills Station

Collections Collinsville Post Office Computer Forwarding Services Donaldson Station Downtown Station East Arrow Post Office Eastside Station Mannford Post Office Northeast Station Northside Station Owasso Post Office Plant & Distribution - Tour 1 Plant & Distribution - Tour 2 Plant Adminstration Plant Maintenance Robert Jenkins Station Sand Springs Post Office Sheridan Station Southeast Station

Silver

The Silver Award recognizes organizations with employee per capita giving of $90—$124.

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12 & 12, Inc. BancFirst - Sand Springs Broken Arrow Area Chamber of Commerce Broken Arrow Public Schools Alternative Academy Bruce G. Weber, Inc. CB Richard Ellis, Inc./ Oklahoma Tulsa Properties, Inc. Chandler Materials Company Chris Nikel’s Chrysler Jeep Dodge

City of Tulsa Council Fire Department and members of Tulsa Firefighters Local 176 Human Resources CommunityCare of Oklahoma CompSource Oklahoma Court of Civil Appeals Tulsa Division Enardo, LLC GlassWilken, PC Hilti, Inc.

Inverness Village Kevin Grover GMC Littlefield, Inc. Macy’s #14 Woodland Hills Margaret Hudson Program McFarland Davies Architects McIntosh Services, Inc. and members of Plumbers & Pipefitters Local 430 & Sheet Metal Workers Local 270 Muncie Power Products Northwestern Mutual Financial Network

Nuvox Communications PennWell Corporation Pray, Walker, Jackman, Williamson & Marlar, PC Ram Energy, Inc. RARC, Inc. Rhodes, Hieronymus, Jones, Tucker & Gable Safety Training Systems, Inc. Smithco Engineering, Inc. and members of USW Local 7570 Sneed Lang, PC Southern Aero Parts


Awards Silver continued SpiritBank Bristow Tulsa State Department of Banking Terra Nitrogen Tulsa City-County Library Tulsa County Clerks Office Court Services Inspections

Tulsa Day Center for the Homeless Tulsa Public Schools Emerson Elementary School and District Accountability Tulsa Teachers Credit Union Union Public Schools Boevers Elementary Darnaby Elementary

Education Service Center Jarman Elementary Unit Corporation Vanguard Car Rental WILLBROS Engineers, Inc. Woodrum, Kemendo, Tate & Westemeir, PLLC YMCA of Greater Tulsa Youth Services of Creek County

YWCA Tulsa Combined Federal Campaign Silver Oklahoma Air National Guard 138th Fighter Wing United States Postal Service Okmulgee Post Office Plant & Distribution - Tour 3

Bronze

The Bronze Award recognizes organizations with employee per capita giving of $55—$89. American Airlines, Inc. and members of TWU Local 514 American Red Cross, Tulsa Area Chapter and Blood Services ATI Insurance Group, Inc. The Benham Companies, Inc. Case & Associates Properties, Inc. City of Bixby City of Tulsa and members of AFSCME Local 1180, Tulsa Firefighters, Local 176 & Tulsa Fraternal Order of Police City of Tulsa EMSA Housing Authority Information Technology Municipal Court PAC Planning Coldwell Banker Select Convergys Covington Aircraft

Crown Products, Inc. D&L Oil Tools DCP Midstream Department of Human Services Child Support Enforcement West Wagoner County Eastern Oklahoma Ear, Nose and Throat Gerdau Ameristeel and members of USW Local 2741 Hertz Equipment Rental Corporation IBC Bank - Sand Springs Jack Arnold Companies Jenks Public Schools Administration and Mayo Joe West Company Johnson Controls, Inc. and members of Plumbers & Pipefitters Local 430 KOTV - The News On 6 Lee & Browne Consulting Engineers, Inc. Long Term Care Authority

Macy’s #05 Promenade Matrix Architects Engineers Planners, Inc. Morris State Bank Morrow-Gill Lumber Company Moyers, Martin, Santee, Imel & Tetrick Norman Wohlgemuth Chandler & Dowdell Oklahoma Blood Institute Oklahoma State University Tulsa Plan Benefit Analysts of Tulsa, Inc. Principal Financial Group, Inc. Public Service Company of Oklahoma and members of IBEW Local 1002 RCB Bank Owasso 86th Street Owasso 96th Street Union The Salvation Army Area Command

Sapulpa Fire Department and members of the Sapulpa Firefighters Local 194 Sapulpa Public Schools Woodlawn Elementary Sinclair Tulsa Refining Company State Farm Insurance Companies Tulsa Boys’ Home Tulsa Community College Conference Center West Campus Tulsa City-County Health Department Tulsa County Building Operations Juvenile Bureau Parks Department Public Facilities Authority Sheriff’s Office Treasurer’s Office Tulsa Public Schools Accounting Department MacArthur Elementary

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Awards Bronze continued Penn Elementary Salk Elementary Tulsa Technology Center Umicore Union Public Schools 6th/7th Grade Center Andersen Elementary

Cedar Ridge Elementary Eighth Grade Center Intermediate High McAuliffe Elementary Rosa Parks Elementary Roy Clark Elementary Thomas Jefferson Elementary

University of Phoenix US Pioneer Western Sun FCU White Star Machine & Supply Company

Combined Federal Campaign Bronze Oklahoma Army National Guard United States Postal Service Vehicle Maintenance Facility

Achievement

The Achievement Award recognizes organizations with employee per capita giving of $45—$54.

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AAON, Inc. Ackerman McQueen Alliance Data AMETEK Chandler Engineering Auto Crane Company Baker Oil Tools Bass Pro Shop - Broken Arrow Bixby Public Schools Broken Arrow Public Schools Administration Center City of Broken Arrow and members of CWA Local 6012, Broken Arrow Firefighters Union 2551 & Broken Arrow Fraternal Order of Police City of Coweta City of Glenpool City of Owasso City of Tulsa Airport Authority Development Services Police Department and members of Tulsa Fraternal Order of Police Real Estate and Workforce Community Action Project of Tulsa County

Consumer Logic Marketing Research CPI Neighbor Newspapers Crafton, Tull, Sparks & Associates, Inc. Crane Carrier Company and members of USW Local 6137 Crosby-McKissick Products and members of Teamsters Local 523 Dentsply Tulsa Dental Specialties DHS Area VI Office Ely Energy, Inc. IBM IC Corporation of Oklahoma, LLC Ihloff Salon & Day Spa Jenks Public Schools Senior High Joseph T. Ryerson & Son, Inc. Lafarge M&M Lumber Company Manhattan Construction Company Mark IV Automotive Aftermarket / Dayco Mid-Continent Group Midwesco Industries, Inc. Monte Cassino School

OCV Control Valves PACCAR Winch Division and members of IAM Local 1461 Okmulgee Paychex, Inc. PetroSkills OGCI Ramsey Winch Sapulpa Police Department and members of the Sapulpa Fraternal Order of Police Sapulpa Public Schools Administration Sherry Laboratories Sooner Pipe, LLC T.J. Maxx #336 Target Tulsa Hills TCIM Services Trase Miller Technologies Tulsa Community College Metro Campus Southeast Campus Tulsa County Assessors Office Highway District #2 Tulsa Federal Employees Credit Union Tulsa Public Schools Maintenance, Grounds and Plant Operations

Columbus Elementary Cooper Elementary Eisenhower International Eugene Field Elementary Kendall-Whittier Elementary Lindbergh Elementary Mayo Demonstration Center McKinley Elementary Robertson Elementary Union Public Schools Briarglen Elementary Grove Elementary Peters Elementary University of Tulsa U.S. Cellular Wallace Engineering Wal-Mart #838 - Sand Springs Warehouse Market, Inc. Wellman Products Group Whirlpool Corporation WorleyParsons Yuba Heat Transfer, LLC Combined Federal Campaign Achievement United States Postal Service Wagoner Post Office


Awards & Partner Agencies Federal Employee Union Awards

Public School Employee Union Awards

American Postal Workers Union Local 1348 National Association of Letter Carriers Branch 1358 National Postal Mail Handlers Union Local 324 National Rural Letter Carriers Association

Green Country Area Classroom Teacher Associations Oklahoma Education Association Oklahoma Service Workers Union Local 6049 Tulsa Classroom Teachers Association

2008 Partner Agencies 12 & 12, Inc. A New Leaf Ability Resources American Heart Association, Tulsa Chapter American Lung Association of the Central States American Red Cross, Tulsa Area Chapter Arthritis Foundation, Eastern Oklahoma Chapter Big Brothers Big Sisters of Oklahoma Boy Scouts of America, Indian Nations Council The Bridges Foundation Bristow Social Services Broken Arrow Neighbors Broken Arrow Seniors Camp Fire USA Green Country Council The Center for Individuals with Physical Challenges Child Care Resource Center Circle of Care - F. Willard Ministry Center Community Action Project of Tulsa County Community Care, Inc. of Sapulpa

Community Service Council of Greater Tulsa Credit Counseling Centers of Oklahoma Creek County Literacy Program Crossroads Daily Family YMCA of Bixby Domestic Violence Intervention Services/Call Rape Eastern Oklahoma Donated Dental Services Family & Children’s Services Girl Scouts of Eastern Oklahoma Goodwill Industries of Tulsa Homelife Association Hospice of Green Country Legal Aid Services of Oklahoma, Inc. LIFE Senior Services Margaret Hudson Program Mental Health Association in Tulsa Metropolitan Tulsa Urban League Okmulgee County Family Resource Center, Inc. Okmulgee County Homeless Shelter Okmulgee-Okfuskee County Youth Services Operation Aware of Oklahoma Owasso Community Resources

Palmer Continuum of Care, Inc. The Parent Child Center of Tulsa RARC, Inc. RSVP The Salvation Army Sand Springs Community Services Show, Inc. Street School TSHA, Inc. Tulsa Advocates for the Rights of Citizens with Developmental Disabilities (TARC) Tulsa Boys’ Home Tulsa C.A.R.E.S. Tulsa Court Appointed Special Advocates (Tulsa CASA) Tulsa Day Center for the Homeless United Community Action Program - Head Start Visiting Nurse Association of Tulsa Wagoner Area Neighbors YMCA of Greater Tulsa Youth at Heart Youth Services of Creek County Youth Services of Tulsa YWCA Tulsa

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Sponsors 2008 Sponsors Advertising & Media AVCOM Productions Brothers & Co. Irving Productions Retrospect Films TES Productions Radio & Television KJRH – 2 NBC KOKI-Fox 23/UPN 41 KOTV – 6 CBS KTUL – 8 ABC KOED – 11 Cox Communications Clear Channel Radio Cox Radio and KRMG Journal Broadcast Group Renda Broadcasting Shamrock Communications Print Tulsa World and the Lorton Family Bristow News Greater Tulsa Reporter Newspapers Journal Record Neighbor Newspapers Oklahoma Magazine Okmulgee Daily Times Sapulpa Herald TulsaPeople Magazine Urban Tulsa Weekly

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Event Sponsors Ann’s Bakery Bank of Oklahoma, N.A. Blue Cross and Blue Shield of Oklahoma

Cain’s Ballroom and the Rodgers Family Flintco, Inc. International Brotherhood of Electrical Workers Local 584 Jim Norton Toyota Leaders Life Insurance Company Manhattan Construction Company Matrix Architects Engineers Planners, Inc. Mayor Kathy Taylor Northeastern Oklahoma Central Labor Council Oklahoma State Building and Construction Trades Council QuikTrip Saint Francis Health System Sheet Metal Workers Interna- tional Association Local 270 Transport Workers Union of America Local 514 Tulsa Community Foundation United Aerospace Workers Union of America Local 952 United Association of Plumbers & Pipefitters Local 430 United Auto Workers Union of America Local 1895 Williams Companies General Sponsors 360 Consulting Akin’s Natural Foods American Red Cross, Tulsa Area Chapter Arby’s

Blue Cross and Blue Shield of Oklahoma Print Shop Brookside Cleaners AT&T Wireless City of Tulsa Police Department EMSA ESX Engineering Fleet Feet Level 3 Communications LDF Sales Mart Trophy

Mazzio’s Meeks Litho Microsoft MISOK Oklahoma Offset, Inc. Pepsi-Cola Bottling Co. Runner’s World RSVP “A Team” State Farm Insurance Companies Tulsa Parks Williams Print Shop

Tulsa Area United Way Staff Mark R. Graham, President and CEO

Kathy Jewell, Vice President / COO

Tom Albaugh, Jr., Vice President, Labor Relations

Anne Tarbel, Vice President, Marketing

Sharon Gallagher, Vice President, Community Investments

Derk Tenzythoff, Vice President, Resource Development

Laura Bell

Jadon Dykes

Cynthia Qualls

Leon Boaz

Karen Ellenbarger

Cassie Stratton

Stephanie Daywalt Randy Grundy

Sandra Thornton

Clay

Charlie Kirby

Rachel Weaver

John Cory

Craig McNeill

Glenn Zannotti

Bobbie Cremer

Chris Mills

Lesley Zellers

Sharon DeLaughter

Amy Petit

Daniel Jeffries - Intern

This publication represents gifts from the 2008 Tulsa Area United Way Campaign. The United Way regrets any errors or omissions. Please notify us with corrections.


How Your Gift Helped ore than 730,000 lives were changed or perhaps even M saved through your contributions and the services provided by our 63 partner agencies and their 170+ programs.

570 women who were homeless found safe housing, counseling and case management services at the DVIS emergency shelter. 20,065 individuals received case management assistance, senior services information and caregiver support from LIFE Senior Services. 303

adults with disabilities and other employment barriers were assisted in preparing for and finding suitable employment by Goodwill’s TulsaWORKS Program.

1,720

children 5 and younger participated in the Early Childhood Program, a school readiness program addressing the emotional, social, health, nutritional and educational needs of low-income children, offered by Community Action Project of Tulsa County.

3,546 children and families received family sexual abuse treatment from Family & Children’s Services. 12,027

homeless individuals and families were given safe refuge, resources for self-sufficiency and job training at the Tulsa Day Center for the Homeless.

22,876

participants in the American Red Cross Safety Services Program received training in First Aid, CPR and AED plus lifeguard, swimming and babysitter training.


85 YEARS

Celebrating 85 years of service to our community!

1430 S. Boulder, P.O. Box 1859, Tulsa, OK 74101 • (918) 583-7171 • www.tauw.org

2009 Tulsa Area United Way Annual Meeting Program  

The Annual Meeting kicked off celebrating 85 years of service to the Tulsa Area community. Please enjoy the program which highlights our fin...

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