2008 Annual Report

ANNUAL REPORT

2008 United Way

of Central Oklahoma

IN 2008, THOUSANDS OF CENTRAL OKLAHOMANS

OpenED THEIR heart. LenT THEIR muscle.

FOUND THEIR voice. GAve generously.

ThOUGHT of we before me.

ReachED out a hand to one and influenceD the condition of all.

That’s what it means to

LIVE UNITED.

TABLE

OF CONTENTS

3

Letter from the Chairman

4

Community Partnerships

6

Hurricane Gustav Shelter

7

Student Success Summit

8

Focus Areas

10

Successful Kids

12

Strong Families

14

Independent Living

16

Healthy Citizens

18

Community Preparedness

20

Accountability

22

Media Partners

23

Campaign Results

24

Statement of Activity

25

Statement of Financial Position

26

Community Investments

27

Board of Directors

LETTER FROM THE CHAIRMAN DEAR FRIEND OF UNITED WAY, In my last year as Chairman of the Board, I was privileged to be a part of many exciting ventures with United Way of Central Oklahoma.

During 2008, we saw four years of hard work come to fruition when we moved into our new building. We also adopted a new advertising message, LIVE UNITED, and we raised a record amount through our fundraising campaign.

Our evolution as a community leader continued. Though United Way will always be a significant funder of local programs, increasingly we are called upon to join with other leaders to address critical issues facing our community. In response to Hurricane Gustav, United Way worked with the City of Oklahoma City to provide a shelter for evacuees, in our first operation as the primary social services coordinator following a large-scale disaster requiring mass care in our area.

“I’VE SEEN, FIRST HAND,

THE AMAZING WORK

DONORS AND VOLUNTEERS ACCOMPLISH

THROUGH UNITED WAY, AND IT GIVES ME GREAT PRIDE TO

BE ASSOCIATED WITH SUCH AN ORGANIZATION.”

We remain focused on the work accomplished through our 60 Partner Agencies. They are absolutely dedicated to providing services to those who need it most. Although we saw an economic downturn in 2008, the citizens of central Oklahoma saw the needs of our local people and were very generous in their response. They contributed a record $18.56 million through the 2008 fundraising campaign, in turn helping 388,468 central Oklahomans.

Over the years I’ve seen, first hand, the amazing work donors and volunteers accomplish through United Way, and it gives me great pride to be associated with such an organization. Thank you for allowing me to be a part of it.

Sincerely,

Luke Corbett Board Chairman United Way of Central Oklahoma

Luke Corbett Board Chairman Living United for 25 years

3

United Way of Central Oklahoma’s history is steeped in partnerships that have shaped our community.

From funding Partner Agencies to leading collaborations that result in new entities or programs, we are proud of the work we do to connect and enhance local services. In this decade alone, United Way has helped create the Elder Abuse Shelter at Sunbeam Family Services, Central Oklahoma Turning Point, Smart Start Oklahoma, and the 2007 ice storm shelter at the Cox Convention Center.

In 2008, two critical partnerships stand out: a joint effort to engage high school students in addressing our local dropout rate and operational support for the shelter that housed Hurricane Gustav evacuees.

Increasingly, we are called upon to stand in the gap to resolve broad community problems. We shoulder this role with honor as a unique connector of partners in the public, private and nonprofit sectors.

THROUGH UNITED WAY

I WAS ABLE TO SEE THE IMMEDIATE EFFECT

THE PARTNERSHIP HAD ON

HURRICANE GUSTAV EVACUEES. THEY WERE REALLY THANKFUL WE WERE THERE TO GIVE THEM A

PLACE TO LAY THEIR HEAD AND A COMFORTING MEAL.”

Mildred Davis United Way Labor Relations Disaster Relief Team Volunteer Living United for 20 years

COMMUNITY PARTNERSHIPS

“WORKING WITH LABOR RELATIONS

GUSTAV

SHELTER Following the joint efforts to respond to the ice storm of December 2007, United Way of Central Oklahoma was asked to serve as the City of Oklahoma City’s coordinator for social services during large-scale disaster response.

With an historic focus on Community Preparedness and our strong network of Partner Agencies, we were ready to accept this responsibility and a new community response plan was created.

The plan was tested in September 2008 as Hurricane Gustav made landfall Labor Day weekend in the Gulf Coast. Nearly 1,800 Louisiana residents with no means of evacuating the area on their own were brought by bus to Oklahoma City. Under the City of Oklahoma City’s leadership, United Way, many of its Partner Agencies and dozens of other disaster relief organizations joined together to provide a safe haven.

As part of the Incident Command System managing the shelter operation, United Way staff and volunteers were on site to help address social service issues. Partner Agencies joined us bringing their unique skills to the shelter. Staff and volunteers from the American Red Cross, Boy Scouts of America, Catholic Charities, NorthCare, Metropolitan Better Living Center, Salvation Army, YMCA and others provided childcare, recreation, clothing, counseling, meals and emotional support.

STUDENT SUCCESS

SUMMIT In October 2008, United Way partnered with the Oklahoma City Public School District, the City of Oklahoma City, and the Greater Oklahoma City Chamber of Commerce to host a Student Success Summit as part of the America’s Promise Alliance Dropout Prevention Program.

While Oklahoma City was one of 20 communities throughout the United States that hosted meetings focused on local dropout prevention, our city was the only one that included students in the event.

In fact, students made up the entire audience. Two hundred ninth graders arrived at the Cox Convention Center to share their ideas about why kids drop out and what can be done to help. Since then, additional focus groups with freshmen and sophomores have been held at United Way.

In Oklahoma County, nearly 20 percent of high school students will drop out before graduation. United Way and the Oklahoma City Public School District are using the information the students provided to develop a prevention plan. There are many factors, but the students made it clear that there is a great need for more involvement in their lives from caring adults. Enhancing and expanding local tutoring and mentoring programs will be a critical component of our plan to reduce the local dropout rate.

7

Five Focus Areas guide everything we do at United Way of Central Oklahoma.

By aligning our work around Successful Kids, Strong Families, Independent Living, Healthy Citizens, and Community Preparedness we are creating lasting changes in people’s lives so that everyone has an opportunity for a better life. We all win when a child succeeds in school, when a family finds financial stability, when the disabled and elderly find independence, when our citizens are healthier, and when our community is prepared for disaster.

In 2008, United Way served 388,468 people and invested a record $10,739,749 in local programs with measurable outcomes at 60 outstanding Partner Agencies. Details of our funding by Focus Area as well as by program may be found in the following pages.

FOCUS AREAS

2008 - 2009 FOCUS AREA FUNDING DISTRIBUTION

21%

28%

21%

13% 17%

SUCCESSFUL KIDS STRONG FAMILIES INDEPENDENT LIVING HEALTHY CITIZENS COMMUNITY PREPAREDNESS

SUCCESSFUL

KIDS

Through our focus on Successful Kids, United Way nurtures infants, children, and youth giving them the opportunity to succeed in school, develop life skills, and become productive citizens.

Making sure children are prepared for school is a critical component of our Successful Kids focus.

Through funding to Celebrations Preschool, United Way ensures that children from Spanish-speaking homes are ready to attend English-speaking schools. After just three quarters, a majority of three-year-old students are using English in daily conversation, an 83 percent improvement.

Research shows that even one caring adult can have a dramatic impact on a child’s life and future success. United Way supports one-to-one mentoring through Big Brothers Big Sisters where at-risk kids are matched with a “big.” Seventyfour percent of the children show improved school performance and 98 percent say that their mentor makes them feel important.

Productive citizens must first be successful students who earn a diploma. United Way Partner Agency Youth Services for Oklahoma County is helping homeless teens overcome immense odds in order to graduate from high school through the SKIL (Supporting Kids in Independent Living) program. In 2008, 98 percent of SKIL seniors, like these touring Oklahoma City Community College, graduated and most had finalized their postgraduation plans.

Partner Agency

American Red Cross of Central Oklahoma Youth Services Big Brothers Big Sisters of Oklahoma, OKC Office One-to-One Mentoring Boy Scouts of America, Last Frontier Council Comprehensive Youth Development Learning for Life Outreach Program Personnel Boys & Girls Club of Oklahoma County McKinley Park Club Memorial Park/Taft Teen Center Camp Fire USA Heart of Oklahoma Council OKC Comprehensive Youth Development OKC In-School Programs Program Personnel Celebrations Preschool, Inc. Preschool Citizens Caring for Children Resource Center Coffee Creek Riding Center for the Handicapped Therapeutic Riding Program Girl Scouts, Western Oklahoma Comprehensive Youth Outreach John W. Keys Speech & Hearing Center Language Preschool Moore Youth & Family Services, Inc. Moore Alternative School & Treatment Program Oklahoma United Methodist Circle of Care Child SHARE (Shelter Homes: A Rescue Effort) Parents Assistance Center Child Abuse Prevention Positive Tomorrows Education Salvation Army, OKC Area Command Boys & Girls Club Special Care, Inc. Childcare - Special Needs Program Personnel Sunbeam Family Services, Inc. Child Development Center Therapeutic Foster Care Program Personnel Tinker AFB Youth Center Social Programs Special Events Sports Program YMCA of Greater Oklahoma City School Age Child Care Teens Youth Cornerstone After School Cool Youth Services for Okahoma County, Inc. Supporting Kids in Independent Living (SKIL)

Clients Served

2008 / 2009 UW Funding

6,500

46,587

359

153,491

5,811 7,914 889 23,042

294,140 63,353 54,303 40,727

843 2,527

16,065 108,935

6,785 2,876

151,335 66,811 27,387

214

120,000

1,828

95,000

196

85,236

10,992 1,499

215,313 34,000

34

8,500

43

75,630

238

16,000

658

134,400

75

74,999

738

177,339

135

260,900 38,985

164 57

277,562 26,255 20,000

3,500 2,500 800

8,104 1,365 8,460

2,000 3,500

152,000 70,000

75

23,200

94

30,000

TOTAL INVESTMENT: $2,976,382

11

STRONG FAMILIES

United Way strengthens families by providing resources to achieve financial stability as well as access to counseling, debt management, education, job training, and housing.

Financial stability is a core component of a Strong Family. At Urban League, United Way supports the Employment and Training programs so that able adults may improve their job skills and increase their incomes.

Sixty - five percent of participants develop a career plan, 40 percent obtain employment, and 70 percent of those maintain that employment.

The Oklahoma Department of Libraries estimates that 140,000 adults in Oklahoma County are functionally illiterate. United Way funding at Community Literacy Centers helps adults learn to read or improve their skills.

Eighty - six percent of participants say that their level of task confidence is significantly increased.

Strengthening families includes improving living conditions. United Way supports Possibilities so that local people have tools to improve their communities themselves. At Possibilities Innovation Program, participants learn facilitation, public speaking, and conflict resolution in order to engage their peers to improve their neighborhoods, schools, houses of faith, and businesses.

More than 80 percent of graduates report improved techniques to apply in their communities.

Partner Agency

Clients Served

2008 / 2009 UW Funding

1,192 34 1,307

46,762 75,000 164,612

261 556 158

29,571 32,458 13,000

Consumer Credit Counseling Service (CCCS) Education

31,113

29,000

HeartLine, Inc. Volunteer Center

21,172

45,750

100,000 78,690

120,134 18,360

2,930

124,697

44,397 603

70,493 11,279

Parents Assistance Center Violence Prevention

45

24,600

Positive Tomorrows Family Support Services

1,052

74,999

50,000

23,500

1,890

17,000

82,041

202,498

784 1700 764 998 3873

67,531 109,044 37,740 50,035 39,833

Catholic Charities of the Archdiocese of OKC Family HOPE Holy Family Home Immigration Services Community Literacy Centers Basic Skills LEAP Tutor Training

Latino Community Development Agency Community Development Riverside Community Center Legal Aid Services of Oklahoma, Inc. Oklahoma City Law Office Mental Health Association of Central Oklahoma, Inc. Core Program Information & Referral

Possibilities, Inc. Participatory Community Capacity Building RSVP of Central Oklahoma, Inc. America Reads Tutoring & Mentoring Salvation Army, OKC Area Command Social Services Urban League of Greater Oklahoma City, Inc. Economic Development Education & Workforce Development Housing Youth & Family Assistance Program Personnel

TOTAL INVESTMENT: $1,427,896

13

INDEPENDENT

LIVING United Way seeks to engage older adults and the disabled with access to independent living, job skills, volunteer positions, and dynamic relationships while their primary caregivers receive respite and support.

Caring for an aging loved one can be a tremendous burden for a family. United Way funds Daily Living Centers so that older adults have a safe, nurturing environment allowing their caregivers to maintain a work schedule and their personal interests. Ninety-two percent of caregivers indicated that the services of Daily Living Centers allow them to maintain normal daily activities.

Creating access to job skills and the opportunity to be employed for the disabled is an integral part of United Way’s focus on Independent Living. Partner Agency Employment and Residential Centers (EARC) does just that. More than 50 percent of participants are achieving a high level of accomplishment in use of new job skills.

Funded by United Way, YMCA’s Lincoln Park Senior Center provides a comfortable atmosphere that encourages social interaction, physical activity and educational opportunities, so that older adults remain actively engaged in the community. Ninety-eight percent of seniors attending the Center say they spend more time with their friends through their participation at Lincoln Park.

Partner Agency

Clients Served

2008 / 2009 UW Funding

Areawide Aging Agency, Inc. Program Personnel Daily Living Centers Adult Day Health Care Eldercare Case Management

35,000

5,850 25,000

183,500 26,500

117 25 35 17 34

51,066 7,082 49,247 16,411 13,375

55

71,481

445

169,987

John W. Keys Speech & Hearing Center Hearing Aid Bank

72

14,500

Lennie Marie Tolliver Alternative Care Center* Geriatrics

71

18,973

190

57,700

27

41,550 37,500

Oklahoma Foundation for the Disabled, Inc. Oklahoma Foundation for the Disabled, Inc.

832

137,000

Oklahoma Goodwill Industries, Inc. Extended Rehabilitation

265

50,000

RSVP of Central Oklahoma, Inc. Professional Volunteer Services Provide-A-Ride Transportation Telephone Buddies Volunteer Recruitment & Placement

93 957 334 1,315

4,200 52,800 6,000 44,200

Salvation Army, OKC Area Command Senior Citizens Services

7,782

358,179

Sunbeam Family Services, Inc. Emergency Senior Shelter Senior Companion Services

116 573

74,398 167,474

YMCA of Greater Oklahoma City Lincoln Park Senior Center

250

78,000

YWCA Oklahoma City Youth & Adult Services

905

43,013

Dale Rogers Training Center Adult Rehab Auxiliary Day Care Auxiliary Transportation Special Needs Camp Tumbleweed EARC, Inc. The Trails Hospice of Oklahoma County, Inc. Hospice of Oklahoma County

Metropolitan Better Living Center Adult Day Health Care Neighborhood Services Organization, Inc. Palo Duro Program Personnel

TOTAL INVESTMENT: $1,809,136 *Funding relationship terminated on March 1, 2009

15

HEALTHY CITIZENS United Way is focused on Healthy Citizens so that central Oklahomans have access to physical and mental health care and adopt healthy lifestyles while important medical research is funded.

Through United Way Partner Agency D-DENT, Dentists for the Disabled and Elderly in Need of Treatment, low-income, uninsured senior and disabled adults have access to quality dental care.

Not only do these clients receive major restorative services like crowns and dentures at no cost, 62 percent also report learning basic dental care – skills that can prevent costly procedures in the future.

Thirty percent of Oklahoma adults suffer from arthritis. United Way supports the Arthritis Foundation, Oklahoma Chapter, so that those affected are healthier through education about the disease and pain management techniques. Seventyfive percent of clients report an increased ability to perform daily tasks while 66 percent say their pain is less intense as a result of their experience.

Addiction affects both the abuser and the family.

United Way encourages healthy lifestyles through counseling services at A Chance to Change. The program serves addicts and their families with impressive results. Ninety percent of participants remain clean and sober, see improvement in their emotional and mental health, and enjoy improved relationships with their loved ones.

Partner Agency

American Heart Association Nat’l Research & Program Development Cardiovascular Research Program Community Education Health Site School Site Work Site American Lung Association of Oklahoma Public Education American Red Cross, Canadian Valley Chapter Armed Forces Emergency Services Health & Safety Services American Red Cross of Central Oklahoma Armed Forces Emergency Services Health & Safety Services American Red Cross, Heart of Oklahoma Chapter Armed Forces Emergency Services Health & Safety Services Arthritis Foundation, Oklahoma Chapter Patient & Community Service Public Health Education Bethesda, Inc. Girls Therapeutic Healing Calm Waters Center for Children & Families Center-based Support Groups Catholic Charities of the Archdiocese of OKC Oklahoma City Counseling Central Oklahoma Integrated Network System, Inc. Central Oklahoma Project Access A Chance to Change Family Assistance Program D-DENT, Inc. Oklahoma City Preventative Oklahoma City Restorative Program Personnel Easter Seals Oklahoma Medical Rehabilitation Therapy HeartLine, Inc. Suicide Prevention Mental Health Association of Central Oklahoma Sunbridge Counseling TeenScreen NorthCare Adult Services Oklahoma Medical Research Foundation (OMRF) Research Program Safe Kids Oklahoma Safe Kids Buckle Up Sunbeam Family Services, Inc. Counseling Services Urban League of Greater Oklahoma City, Inc. Community Health Variety Health Center, Inc. Family Planning Obstetric Clinic Pediatric Clinic Youth & Family Services, Inc. Community Counseling Program Personnel

Clients Served

2008 / 2009 UW Funding

36,750 300 55,700 660

32,000 28,500 68,000 11,038 24,819 20,694

10,040

74,646

1,250 9,500

373 2,293

5,150 25,500

297,672 245,839

751 15,942

2,765 10,507

30,225 49,783

80,940 33,060

223

25,000

526

30,000

476

2,200

3,603

23,640

99

45,000

1,800 780

19,000 51,338 7,600

251

25,000

3,710

18,300

64 1,311

12,219 30,000

7,904

237,000 115,000

3,062

22,070

2,366

171,873

1,742

18,497

4,087 2,020 9,174

47,565 188,144 209,000

446

16,874 3,375

INVESTMENT TOTAL: $2,251,841

17

COMMUNITY PREPAREDNESS

United Way is preparing our community to respond to individual and community emergencies.

As part of our preparedness plan, United Way funds Salvation Army, an organization that daily feeds and houses those affected by individual and community emergencies. Not only do they meet immediate needs, they are also successful in helping people get back on their feet. Eighty percent of the women and families living in their shelter have moved into transitional or public housing, a solid step toward self-sufficiency.

Partner Agency Travelers Aid/Upward Transitions is focused on individual emergencies. With United Way support, they are working to prevent homelessness by providing utility, rent and deposit assistance. Ninety percent of clients receiving financial aid were able to remain in their homes thanks to this extra nudge of support.

Oklahoma ranks among the top 20 states in the nation for incidences of domestic violence. United Way supports our community’s only shelter specifically for abused women and children at Partner Agency YWCA. Though these women are experiencing a personal disaster when they arrive at the YWCA Emergency Shelter, 91 percent feel safe at the shelter and 64 percent report achieving sufficient financial stability to remain independent from their abuser as they transition from the shelter into the community.

Partner Agency

Clients Served

2008 / 2009 UW Funding

American Red Cross, Canadian Valley Chapter Disaster Services

14,000

2,667

American Red Cross of Central Oklahoma Community Services Disaster Services

23,800 4,000

105,634 793,037

4,200

17,143 24,885

106,092

118,950

10,000

25,000

171

159,685

23

5,626

34,424

152,496

3,308

294,895 23,850

28,722

493,251 40,500

206

16,875

American Red Cross, Heart of Oklahoma Chapter Disaster Services Program Personnel HeartLine, Inc. 2-1-1 24/7 Services The Homeless Alliance, Inc. Capacity Building Neighborhood Services Organization, Inc. Housing & Community Development Oklahoma Halfway House Women’s Services Salvation Army, OKC Area Command Emergency Shelter Travelers Aid / Upward Transitions Community Outreach Program Program Personnel YWCA Oklahoma City Crisis Advocacy & Residential Services (CARS) Program Personnel Youth & Family Services, Inc. Emergency Youth Shelter

INVESTMENT TOTAL: $2,274,494

19

United Way of Central Oklahoma maintains the highest level of accountability.

In addition to exceeding United Way Worldwide’s Standards of Excellence, we also seek the guidance of committed local volunteers to oversee all aspects of our finances.

In 2008, nearly 300 volunteers were involved in reviewing our annual audit, guiding the Community Investment process, leading our fundraising campaign, and securing donated advertising. We are proud that our annual audit, once again, received a clean report with an unqualified opinion. Community Investment volunteers work the hardest, perhaps, meticulously scrutinizing programs before recommending funding awards.

These 200 donors spent 4,500 hours reviewing requests, visiting each agency seeking support, and reviewing program outcomes. Five months of analysis resulted in unanimous approval by the Board of Directors of the volunteers’ recommendations. A Campaign Cabinet of 50 community leaders guided a record-breaking fundraising campaign. And, the volunteer Marketing Committee secured more than $2 million in donated advertising time and space from generous local media outlets.

With more than 50,000 local investors interested in the impact of their contributions, we are as committed as ever to being good stewards of the funds entrusted to us. Data in the following pages reveals the details of our fundraising totals, Partner Agency funding, financial position and activity, and advertising donations.

should feel good about their investment.

Community Investment volunteers work hard

to provide accountability, oversight, and credibility by using the five Focus Areas as a check and balance between

the dollars allocated and

our community’s needs.”

Jean Wallace Community Investment Vice Chair Living United for 29 years

Shane Wharton Community Investment Chairman Living United for 20 years

ACCOUNTABILITY

“United Way supporters

MEDIA PARTNERS

In 2008, United Way launched a new advertising campaign: Give.

Advocate. Volunteer. LIVE UNITED. The simple message was a call to action reminding our community that our individual choices to serve have tremendous collective impact. Together, we can create opportunities for a better life for everyone in central Oklahoma.

TELEVISION

companies listed below.

MEDIA OUTLET KWTV News 9 KFOR NewsChannel 4 KOCO Eyewitness News 5 Cox Communications KOKH Fox 25 & KOCB WB 34 Tyler Media

PRINT

RADIO

Thanks to a team of dedicated marketing volunteers and generous production companies and media outlets, the message went out to the community at very little cost to United Way. A record $2.1 million worth of services and ad time and space was donated to share our message. We are grateful for the support provided by the

MEDIA OUTLET Black Chronicle The City Sentinel Distinctly Oklahoma Edmond Life & Leisure Edmond Sun El Nacional El Reno Tribune & Mustang News The Journal Record Metro Family Oklahoma County Newspapers Oklahoma Banker Oklahoma Nursing Times The Oklahoman Piedmont Surrey Gazette Pioneer The Point South Oklahoma City Chamber Southwestern Publishing Talon Tiera Media ValPak The Vista Yukon Review

AD VALUE 15,000 2,000 30,000 500 1,200 1,250 1,000 33,000 3,000 2,000 300 20,000 128,000 2,500 350 2,500 3,000 34,000 550 11,000 22,000 2,500 750

TOTAL DONATED MEDIA: $2,156,150

MEDIA OUTLET Perry Broadcasting Citadel Communications Clear Channel Communications Renda Broadcasting Tyler Media

AD VALUE 30,000 360,000 90,000 350,000 110,000 55,000

AD VALUE 60,000 60,000 30,000 90,000 150,000

OUTDOOR MEDIA OUTLET Lamar Outdoor

AD VALUE 440,000

PRODUCTION SERVICE VALUE MEDIA OUTLET 2,500 McNeese Fitzgerald Associates 5,000 Producers Playhouse 250 Randy Kemp 2,000 RK-1 Productions 4,000 Third Degree Advertising 1,000 Tyler Media

CAMPAIGN

RESULTS In 2008, central Oklahomans lived up to their generous reputations once again.

2008

For the fifth consecutive year, United Way’s annual fundraising campaign enjoyed a record-breaking total. Led by volunteer campaign chairman, David Thompson, more than $18.5 million was pledged by 50,000 local donors. Individuals who made a contribution at their workplace accounted for more than 75 percent of the dollars raised.

Though our annual fund drives are well publicized, many are unaware that we manage six unique campaigns simultaneously to reach our total. We are proud to serve the employees in both the public and private sectors in offering an efficient and accountable means of charitable giving in the workplace. Total giving for each of the campaigns we operate is listed below.

2008 CAMPAIGN TOTALS United Way of Central Oklahoma

$13,880,792

United Way of Canadian County

$140,428

United Way of Logan County

$156,499

Central Oklahoma Combined Federal Campaign

$3,410,714

State Charitable Campaign (metro area)

$499,695

Heart of the City (City of Oklahoma City)

$478,561

CAMPAIGN TOTAL: $18,566,689

David Thompson 2008 Campaign Chairman Living United for 35 years

23

STATEMENT OF

FINANCIAL

POSITION DECEMBER 31, 2008

ASSETS

Unrestricted

Temporarily Restricted

2008

2007

Cash and Cash Equivalents Pledges Receivable, Net Grants Receivable Investments Property and Equipment, Net Other Assets

7,871,526 8,473,705 630,311 4,501,565 52,453

245,279 75,000 300,000 30,500

8,116,805 8,548,705 930,311 4,501,565 82,953

7,325,513 8,422,586 4,000 900,797 1,322,690 64,121

$21,529,560

$650,779

$22,180,339

$18,039,707

Accounts Payable and Accrued Expenses Accrued Postretirement Benefits Allocations and Designations Payable Long-term Debt

1,127,726 998,735 5,852,550 2,993,303

-

1,127,726 998,735 5,852,550 2,993,303

332,027 752,845 5,226,591 473,903

Total Liabilities

$10,972,314

-

$10,972,314

$6,785,366

Net Assets

$10,557,246

$650,779

$11,208,025

$11,254,341

$21,529,560

$650,779

$22,180,339

$18,039,707

LIABILITIES AND NET ASSETS Liabilities

The above information has been extracted from the December 31, 2008 audited financial statement. A complete copy of the audited financial statement is available upon request.

STATEMENT OF

ACTIVITIES DECEMBER 31, 2008 Unrestricted

Temporarily Restricted

2008

2007

Less Estimated Uncollectible Pledges

19,012,937 (6,029,433) 12,983,504 604,118 (743,955)

175,000 175,000 -

19,187,937 (6,029,433) 13,158,504 604,118 (743,955)

19,320,120 (5,884,986) 13,435,134 627,333 (742,873)

Total Public Support

$12,843,667

$175,000

$13,018,667

$13,319,594

Interest Income Grants Miscellaneous Sponsorship

85,925 47,000 63,465 -

12,954 610 105,500

98,879 47,000 64,075 105,500

173,533 109,591 218,222 204,250

Total Revenue

196,390

119,064

315,454

705,596

Net Assets Released from Restrictions

351,950

(351,950)

-

-

Total Support and Revenue

$13,392,007

$(57,886)

$13,334,121

$14,025,190

SUPPORT AND REVENUE Public Support Total Amounts Raised Less Amounts Designated by Donors for Specific Organizations Total Contributions Administrative Fees

EXPENSES Program Services Allocations to Agencies Community Investments and Research Disaster Relief Outcome Measurement Turning Point

9,704,149 402,889 166,354 8,268 174,634

-

9,704,149 402,889 166,354 8,268 174,634

8,157,335 305,780 34,487 290,775

Total Program Services

$10,456,294

-

$10,456,294

$8,788,377

Supporting Services Resource Development Organizational Administration

1,247,655 1,227,025

-

1,247,655 1,227,025

1,356,383 1,241,635

Total Supporting Services

2,474,680

-

2,474,680

2,598,018

Total Expenses Post-retirement related changes other than net periodic pension cost

$12,930,974

-

$12,930,974

$11,386,395

449,463

-

449,463

467,767

Change in Net Assets

11,570

(57,886)

(46,316)

2,171,028

Net Assets at Beginning of Year

$10,545,676

$708,665

$11,254,341

$9,083,313

NET ASSETS AT END OF YEAR:

$10,557,246

650,779

11,208,025

11,254,341 25

COMMUNITY INVESTMENTS

2008 - 2009

DISTRIBUTION BASE

[BASED ON 2007 CAMPAIGN PLEDGES]

2007 Campaign Pledges

$18,014,131

Less Allowance for Pledge Loss

($1,235,518)

Net Available for Distribution

$16,778,613

American Heart Association American Lung Association of Oklahoma American Red Cross, Canadian Valley Chapter American Red Cross of Central Oklahoma American Red Cross, Heart of Oklahoma Chapter Areawide Aging Agency, Inc. Arthritis Foundation, Oklahoma Chapter Bethesda, Inc. Big Brothers Big Sisters of Oklahoma, OKC Office Boy Scouts of America, Last Frontier Council Boys & Girls Club of Oklahoma County, Inc. Calm Waters Center for Children & Families Camp Fire USA, Heart of Oklahoma Council Catholic Charities of the Archdiocese of OKC Celebrations Preschool, Inc. Central OK Integrated Network System (COINS) A Chance to Change Citizens Caring for Children Coffee Creek Riding Center for the Handicapped Community Literacy Centers, Inc. Consumer Credit Counseling Service (CCCS) D-DENT, Inc. Daily Living Centers, Inc. Dale Rogers Training Center, Inc. EARC, Inc. Easter Seals Oklahoma Girl Scouts - Western Oklahoma HeartLine Homeless Alliance, Inc. (The) Hospice of Oklahoma County, Inc. John W. Keys Speech & Hearing Center Latino Community Development Agency Legal Aid Services of Oklahoma, Inc. Lennie Marie Tolliver Alternative Care Center* Mental Health Association of Central Oklahoma Metropolitan Better Living Center Moore Youth & Family Services

$ 185,051 74,646 5,333 1,488,769 55,300 35,000 114,000 25,000 153,491 452,523 125,000 30,000 245,533 288,574 120,000 23,640 45,000 95,000 85,236 75,029 29,000 77,938 210,000 137,181 71,481 25,000 249,313 183,000 25,000 169,987 23,000 138,494 124,697 18,973 123,991 57,700 75,630

Neighborhood Services Organization NorthCare Oklahoma Foundation for the Disabled, Inc. Oklahoma Goodwill Industries, Inc. Oklahoma Halfway House, Inc. Oklahoma Medical Research Foundation (OMRF) Oklahoma United Methodist Circle of Care, Inc. Parents Assistance Center Positive Tomorrows Possibilities, Inc. RSVP of Central Oklahoma, Inc. Safe Kids Oklahoma Salvation Army, OKC Area Command Special Care, Inc. Sunbeam Family Services, Inc. Tinker AFB Youth Center Travelers Aid & Homeless Assistance Center Urban League of Greater Oklahoma City, Inc. Variety Health Center, Inc. YMCA of Greater Oklahoma City Youth & Family Services, Inc. Youth Cornerstone Youth Services for Oklahoma County YWCA Oklahoma City SUB TOTAL

$10,739,749

OTHER DISTRIBUTIONS United Way of Logan County United Way of Canadian County Other United Ways Combined Federal Campaign Designations Heart of the City Designations State Charitable Campaign Designations United Way Worldwide Dues Resource Development Organizational Administration Allowance for Pledge Loss

TOTAL * Funding relationship terminated on March 1, 2009

$ 238,735 237,000 137,000 50,000 5,626 115,000 16,000 159,000 149,998 23,500 124,200 22,070 890,512 299,885 737,562 17,929 318,745 322,680 444,709 300,000 37,124 23,200 30,000 576,764

$203,260 224,861 187,060 2,288,837 133,027 158,409 135,707 1,442,002 1,265,701 1,235,518

$18,014,131

BOARD

MEMBERS 2008 Officers of the Board Chairman of the Board: Luke Corbett, Corbett Associates Chairman Elect: Ed Martin, Ackerman McQueen Vice Chairman: Roy Page, Third Degree Advertising & Communications Secretary/Treasurer: David Harlow, BancFirst Assistant Secretary/Treasurer: Scott Davis, Asset Management Advisors LLC

2008 Committee Chairs Administration Chair: Doug Stussi, Love’s Travel Stops and Country Stores Audit Chair: Mark Wood, Ernst & Young LLP Campaign Chair: David Thompson, OPUBCO Communications Group Community Investment Chair: Shane Wharton, Love’s Travel Stops and Country Stores Community Investment Vice Chair: Jean Wallace, Community Volunteer Events Chair: Matt McGuire, Heritage Trust Legal Counsel: Kenneth McKinney, Tomlinson & O’Connell Labor Chair: Perry Sneed, Sheetmetal Workers International, Local 124 Marketing Chair: Mary Hendrick, The Journal Record Personnel Chair: Dr. Joy Reed Belt, Joy Reed Belt & Associates Research & Convening Chair: James Elder, Mock Schwabe Waldo Elder Reeves & Bryant

2008 Board of Directors Tom Adams, Community Volunteer John Allgood, Oklahoma RedHawks Baseball Club John Armitage, MD, Oklahoma Blood Institute Dave Bialis, Cox Communications John Bozalis, MD, Oklahoma Allergy & Asthma Clinic Don Cain, AT&T Oklahoma David Carpenter, American Fidelity Assurance Joseph Clytus, Jr., Utilities Information Service Mike Coats, IBC Bank Jim Curry, Oklahoma State AFL-CIO Terri Cwiklinski, American Fidelity Assurance Pete Delaney, OGE Energy Corp Pat Dennis, OPUBCO Communications Group Bob Dilg, MidFirst Bank David Durrett, Valliance Bank Todd Edmonds, HSE Architects Carl Edwards, Price Edwards & Company Cole Eslyn, OU Medical Center Larry Flowers, BCTGM Local 366 G Mark Funke, Bank of Oklahoma Barry Godman, American Fidelity Assurance Julie Gosdin, U.S. Postal Service Mark Grimes, Flintco, Inc. G.P. Johnson Hightower, Stillwater National Bank Susan Hillis, KPMG LLP Chris Howard, SSM Healthcare of Oklahoma Cliff Hudson, Sonic, America’s Drive-In Grant Humphreys, Humphreys Real Estate Investments LeAnn Jenkins, Oklahoma Federal Executive Board

Mike Joseph, McAfee & Taft Nancy Koeper, United Parcel Service Steve Kreidler, University of Central Oklahoma Bruce Lawrence, INTEGRIS Health Bert Marshall, Blue Cross Blue Shield Steve Mason, Cardinal Engineering Greg Meacham, The Benham Companies, LLC Mary Melon, The Journal Record Wes Milbourn, KFOR-TV NewsChannel 4 & KAUT 43 Polly Nichols, Community Volunteer Larry Nichols, Devon Energy Corporation Dee Niles, KPMG LLP Tim O’Connor, Central Oklahoma AFL-CIO Labor Council Dave Ortloff, Humphreys Real Estate Investments Cynda Ottaway, Crowe Dunlevy Don Poe, Communications Workers of America, Local 6016 Pat Rooney, First National Bank of Oklahoma Randy Roper, MidFirst Bank Jim Roth, Phillips Murrah Marc Rowland, Chesapeake Energy Corporation David Schaefer, UMB Bank Tony Shinn, Bank of America Diana Smalley, Mercy Health Center Bob Toler, Federal Reserve Bank of Kansas City - Oklahoma City Branch Tom Travis, IBC Bank Chad Wilkerson, Federal Reserve Bank of Kansas City - Oklahoma City Branch John Williams, Skirvin Hilton Hotel George Young, Holy Temple Baptist Church Jim Young, JP Morgan Chase Bank

27

WE ARE CAUGHT IN AN INESCAPABLE

NETWORK OF MUTUALITY, TIED IN A SINGLE GARMENT OF DESTINY.

WHATEVER AFFECTS ONE DIRECTLY,

AFFECTS ALL INDIRECTLY. DR. MARTIN LUTHER KING

P.O. Box 837

Oklahoma City, OK

73101

405.236.8441

unitedwayokc.org

LIVE UNITED

www.unitedwayokc.org