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2007 annual report


vision: to be the leading organization building a stronger, healthier, and more compassionate community.

United Way of Central Oklahoma is creating lasting changes in our community. No longer just a fundraising organization, United Way is on the front lines of some of our most pressing problems. While providing critical funding to results-oriented programs at proven non-profit organizations will always be a central part of our work, increasingly we find ourselves being called upon to address needs even more directly. From helping to write our community’s disaster response plan, to addressing the startling number of high school dropouts, United Way stands ready. We harness the power of 50,000 local donors, thousands of volunteers, corporate and government partners, and outstanding non-profit Partner Agencies to meet the needs of 300,000 local people each year. Working together, we’re creating opportunities for a better life for everyone in central Oklahoma.

united way of central oklahoma


letter from the chairman

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Letter from the Chairman.......................... 5 Oklahoma County Vital Signs.................... 6 Our Work..................................................10 Successful Kids...............................12 Strong Families................................14 Healthy Citizens..............................16 Independent Living..........................18 Community Preparedness.............. 20 Our Stewardship .................................... 22 Campaign results........................... 24 Media partners............................... 25 Community investments................. 26 Statement of Financial Position...... 27 Our Future............................................... 28 Board of Directors........... Inside Back Cover

Luke Corbett 2007-2008 Board Chairman

I’ve had the opportunity to serve United Way of Central Oklahoma in many ways, but none has been more rewarding than my role as Board Chairman. This position has allowed me to deepen my understanding of the inner workings of the organization and to see the outstanding leadership from volunteers and staff. This year, we fine tuned our focus on what matters most to our community. Education, health and financial well-being all contribute to a good quality of life. Therefore, United Way developed our five Focus Areas: Successful Kids, Strong Families, Healthy Citizens, Independent Living and Community Preparedness. An investment in United Way is an investment in these five areas, ultimately creating a better life for all. As part of our commitment to Community Preparedness, United Way became an integral part of one of our city’s largest emergency response projects, the December 2007 ice storm. United Way joined the City of Oklahoma City, American Red Cross and many other service organizations to shelter and feed the thousands of central Oklahomans who were without power. United Way also worked with OGE Energy Corp. to help residents restore power to damaged meter boxes at their homes. It is no surprise to me the tremendous work donors and volunteers accomplish through United Way, but seeing it first hand gives me great pride. You should be proud of your investment in your community; it’s one of the best you can make. Sincerely,

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Vital Signs effectively identifies the most current community needs, allowing our agency to help address those needs, and then easily measure the results of our efforts. The experts at United Way have given us the tool, and using it is simply a win-win situation for all.

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In 2007, United Way published the 10th edition of Oklahoma County Vital Signs, a broad-based evaluation of the quality of life in central Oklahoma. For more than a decade, Vital Signs has tracked changing conditions biennially in six key areas offering our citizens a comprehensive review of our overall well-being. Though the 2007 data revealed many positive indicators, we also found negative trends that demand attention and action.

Vital Signs tracks data in the following categories: More than 100 community leaders attended the Vital Signs release breakfast where the most recent data was presented for the first time.

Beth Patterson, Executive Director, RSVP (Retired Senior Volunteer Program) of Central Oklahoma, United Way Partner Agency

Among the positive trends, the report showed that our personal income and home ownership rates are up along with our levels of education, contributions to charity, and voting rates. However, domestic violence reports are increasing, access to reliable transportation is more difficult, and most concerning, more children are living in poverty. A small sample of the data is included here. For a complete copy of the report, visit unitedwayokc.org or call us at 405-236-8441.

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Economic Well-Being Educational Achievement Health Status Safety Civic Participation Arts and Culture

vital signs 2007


M

More than any other data sets, the statistics regarding students eligible for free and reduced price lunch by school district as well as public school drop out rates caused the greatest expressions of concern from citizens. Coupled with the increase in the numbers of children living below the Federal Poverty Line, Vital Signs confirms a critical need to maintain and enhance our focus on Successful Kids.

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This fall, United Way and other partners hosted a Student Success Summit offering local teens an opportunity to dialogue about dropout rates and other issues facing students, as well as to discuss motivational strategies for staying in school. Based on the input of the more than 200 9th grade student attendees, United Way is leading the implementation of the plan created as a result of the summit.

Percentage of Students Eligible for Free and Reduced Lunch by School Districts District 2000-01 (Rank by Size)

2001-02

2002-03

2003-04

2004-05

2005-06

Oklahoma County Poverty Rate for Children Under 18 2005-2006 Student Population

1990

21%

1995

21

1996

24

1997

23 24

1998 1999

22

2000

Midwest City/ Del City

23

2001

24

2002

22

2003

24.2

2004

21.1

Choctaw/ Nicoma Park

Source: US Census Bureau

9 Source: Education Oversight Board Office of Accountability

Public School Dropout Rate by District Bethany

Choctaw/ Nicoma Park

2001-02

5.1%

2.8%

2.8%

2%

2002-03

1.4

3.3

6.5

2003-04

2.8

3.3

2004-05

2.8

Crooked Deer Creek Edmond Oak

Midwest Putnam City/Del Millwood Oklahoma City City City

Western Heights

Harrah

Jones

Luther

2.4%

3.3%

3.9%

9.1%

2.2%

0.9%

9.9%

5.6%

7.4%

1.2

1.7

2.9

4.3

4.4

1.6

0.9

6.4

5.3

11.6

6.9

0.5

1.7

2.1

2.7

6.3

1.9

0.3

7.1

6.4

9.5

3.3

6.9

0.5

1.7

2.1

2.7

6.3

1.9

0.3

7.1

6.4

9.5

2005-06**

16.4**

12**

19.3**

4.4**

7.2**

13.4**

16.9**

17**

6.7**

2.8**

32.9**

23.8**

37.6**

2006-07**

10**

9.9**

40**

2.4**

5.5**

11.8**

17.1**

25**

9.3**

1.7**

26.1**

21.1**

28**

** Denotes new calculation methodology Source: Oklahoma Office of Accountability, Profiles 2006 District Reports

vital signs 2007


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United Way’s five Focus Areas give us a high-level check of where the money is going and how those allocations match up with community needs. The Focus Areas help communicate to our donors and volunteers a clear picture of what United Way supports in a simple manner.

Shane Wharton, United Way Community Investment Chair and Controller, Love’s Travel Stops & Country Stores

successful kids strong families healthy citizens independent living community preparedness

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United Way is focused on Successful Kids, Strong Families, Healthy Citizens, Independent Living, and Community Preparedness. Using these five Focus Areas to guide everything we do, we are creating lasting changes in people’s lives in central Oklahoma. In 2007, United Way served more than 296,000 local people and provided

$9,468,537 in funding to results-oriented programs at proven non-profit Partner Agencies. Our work also included leading or supporting collaborative efforts addressing otherwise unmet needs in the community. Details of our program funding and targeted partnerships may be found in the following pages.

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our work


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successful kids PARTNER AGENCY

In 2007, United Way’s efforts to raise successful kids were recognized nationally when Oklahoma City was named one of the 100 Best Communities for Youth for the second time. The honor is presented by America’s Promise, a national organization founded by General Colin Powell which seeks to foster positive environments for young people. Literally hundreds of communities throughout the United States applied.

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PROGRAM

American Red Cross of Youth Services Central Oklahoma Big Brothers Big Sisters One-to-One of Oklahoma, Mentoring Oklahoma City Office

Oklahoma City was selected for its accomplishments with “MAPS for Kids,” United Way of Central Oklahoma’s Children and Youth Summit, and Smart Start Central Oklahoma, a public-private partnership to help prepare children for entering school, housed at United Way. A 100 Best Community must fulfill Five Promises offering the fundamental resources our children and youth need to succeed: caring adults who are actively involved in their lives; safe places in which to learn and grow; a healthy start toward adulthood; an effective education that builds marketable skills; and opportunities to help others. United Way will continue its work to support our young people.

Boy Scouts of America, Last Frontier Council

Comprehensive Youth Development Learning for Life Outreach

Boys & Girls Club of Oklahoma County

McKinley Park Boys & Girls Club Memorial Park/Taft Teen Center Boys & Girls Club

Camp Fire USA Heart of Oklahoma Council

OKC Comprehensive Youth Development OKC In-School Programs

Celebrations Preschool, Inc. Celebrations Preschool, Inc.

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.

Citizens Caring for Children

Resource Center

Coffee Creek Riding Center for the Handicapped

Therapeutic Riding Program

Girl Scouts - Western Oklahoma

Comprehensive Youth Outreach

UNITED WAY 2007/08 FUNDING $ 40,195

$ 122,793

$ 317,291 $ 61,379 $ 52,304

PARTNER AGENCY

PROGRAM

John W. Keys Speech & Language Preschool Hearing Center

UNITED WAY 2007/08 FUNDING $

8,000

Moore Youth & Family Services, Inc.

Moore Alternative School and Treatment (MAST) Program

$ 73,180

Parents Assistance Center

Child Abuse Prevention

$ 138,000

Positive Tomorrows

Education

$ 53,093

Salvation Army

Boys & Girls Club

$ 176,369

Special Care, Inc.

Childcare-Special Needs

$ 280,085

Sunbeam Family Services, Inc.

Child Development Center Therapeutic Foster Care

Tinker AFB Youth Center

Social Programs Special Events Sports Program

$ $ $

YMCA of Greater Oklahoma City

Participatory Recreation School Age Child Care Special Populations

$ 30,500 $ 152,000 $ 70,000

Youth Cornerstone

After School Cool

$ 23,200

Youth Services for Oklahoma County, Inc.

Supporting Kids in Independent Living

$ 15,000

$ 14,875

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$ 94,500

$ 169,148

$ 287,562 $ 26,255

$ 59,670

$ 105,378 $ 68,235

7,135 1,365 8,460

$ 67,816

our work $ 172,250 $ 28,338

SUCCESSFUL KIDS TOTAL

$ 2,724,376


A

strong families

Aaron and her four daughters spent years living from situation to situation because she never “knew how” to live on her own. After living with relatives in a onebedroom apartment, Aaron and her girls discovered Neighborhood Services Organization (NSO), a United Way Partner Agency that provides housing and educational services to low-income individuals.

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Aaron and the girls moved into their own apartment at Martha’s House, a supported housing project of NSO. During her time there, Aaron’s daughters attended school at Positive Tomorrows, a United Way Partner Agency focused on the educational needs of children in crisis. At the same time, Aaron attended NSO programs training her to be self-sufficient, financially stable and a good mother. Through Community Action Agency’s down payment assistance program, Aaron was able to save $6,000 for her first home. Today, Aaron is working as a Certified Nurse Assistant and she and her daughters are living in their own home. Aaron is very proud of her new space and of the progress she and her children have made. Aaron has found financial stability and her daughters have a brighter future thanks to life-changing programs funded by United Way donors.

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

PARTNER AGENCY

PROGRAM

Catholic Charities

Family HOPE Holy Family Home Immigration

$ 37,549 $ 75,000 $ 155,400

Community Literacy Centers, Inc. Consumer Credit Counseling Service of Central Oklahoma

Basic Skills LEAP Tutor Training

$ 29,571 $ 26,942 $ 13,000

Education

$ 22,000

HeartLine, Inc.

Volunteer Center

Latino Community Development Agency

Community Development Riverside Community Center

Legal Aid Services of Oklahoma, Inc.

Oklahoma City Law Office

$ 107,197

Mental Health Association of Central Oklahoma, Inc.

Core Program Information & Referral

$ 64,997 $ 10,300

UNITED WAY 2007/08 FUNDING

$ 38,144

$ 92,411 $ 13,712

PARTNER AGENCY

PROGRAM

UNITED WAY 2007/08 FUNDING

Neighborhood Services Organization, Inc.

Palo Duro

$ 36,650

Oklahoma Halfway House, Inc.

Women’s Services

$

Parents Assistance Center Positive Tomorrows

Violence Prevention

$ 21,000

Family Support Services

$ 50,000

3,333

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Possibilities, Inc. RSVP of Central Oklahoma, Inc.

Participatory Community Capacity Building

$ 18,500

America Reads Tutoring & Mentoring

$ 16,900

Salvation Army

Social Services

$ 172,011

Urban League of Greater Oklahoma City, Inc.

Economic Development Education & Workforce Development Housing Youth & Family Assistance

$ 56,276 $ 117,802 $ 37,740 $ 41,696

our work STRONG FAMILIES TOTAL

$ 1,258,131


A

healthy citizens

At just 16-years-old, Cora visited Variety Health Center, a United Way Partner Agency, to confirm that she was pregnant. She was terrified and knew her parents would be angry. Fortunately, Variety offered the support she needed. Cora received advice about talking with her parents as well as information about health care plans, alternative schooling, family support and prenatal care.

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Accompanied by her mother, Cora came to Variety throughout her pregnancy for comprehensive prenatal care. After Cora’s daughter, Kaley, was born, Cora received nutrition education and supplemental foods, through Variety’s WIC (Women Infants Children) Program. Kaley also received all her well-child exams and immunizations at Variety’s Pediatric Clinic. Four years later, Cora and Kaley are both doing well. Cora graduated from high school as a valedictorian and went on to earn a degree from OKC Community College. Today, she has a job in health care and is married to Kaley’s father. Kaley is a happy, healthy little girl who likes going for bike rides with her mom. Cora and Kaley are just two of the more than 17,000 individual patients Variety serves each year. United Way is proud to fund this and other health care programs that provide important medical care to un- or under-insured 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.

PARTNER AGENCY

PROGRAM

UNITED WAY 2007/08 FUNDING

PARTNER AGENCY

American Heart Association

Allocation to National Research and Program Development Cardiovascular Research Program Community Education Health site School site Work site

Central Oklahoma Project Access

$ 19,700

$ 28,089

Central Oklahoma Integrated Network System, Inc. (COINS) A Chance to Change Foundation

Family Assistance Program

$ 35,744

D-DENT, Inc.

OKC Preventative OKC Restorative

$ 20,600 $ 47,070

American Lung Association of the Central States

Public Education

Easter Seals Oklahoma

Medical Rehabilitation Therapy

$ 12,308

American Red Cross Canadian Valley Chapter

Armed Forces Emergency Services Health & Safety Services

HeartLine, Inc. NorthCare

Suicide Prevention

$ 16,000

Adult Services

$ 222,000

Oklahoma Medical Research Foundation

Research Program

$ 91,934

American Red Cross of Central Oklahoma

Armed Forces Emergency Services Health & Safety Services

$ 315,732

Safe Kids Oklahoma

Safe Kids Buckle Up

$ 16,400

$ 164,880

Sunbeam Family Services, Inc.

Counseling Services

$ 171,873

American Red Cross Heart of Oklahoma Chapter

Armed Forces Emergency Services Health & Safety Services

$

Urban League of Greater Community Health Oklahoma City, Inc. Variety Health Center, Inc. Family Planning Obstetric Clinic Pediatric Clinic

Arthritis Foundation Oklahoma Chapter

Patient and Community Service $ 76,355 Public Health Education $ 31,761

Calm Waters Center for Children & Families

Center-based support groups

$ 25,000

Catholic Charities

OKC Counseling

$

$ $ $ $ $

24.066 60,832 10,512 19,933 19,709

$ 65,808

PROGRAM

UNITED WAY 2007/08 FUNDING

$

560

$

3,440

2,643

$ 10,045

17 17

$ 12,634

$ 45,300 $ 149,281 $ 154,892

our work 2,200

Youth & Family Services, Inc.

Community Counseling

$ 20,739

YWCA Oklahoma City

HPER

$

HEALTHY CITIZENS TOTAL

2,000

$ 1,900,040


D

independent living

David Afonso is profoundly deaf, but he hasn’t let that stop him from becoming a hardworking, awardnominated employee. In 2006, David visited Dale Rogers Training Center (DRTC), a United Way Partner Agency focused on vocational training and employment services for individuals with disabilities, seeking job placement assistance. He was accepted to the program and assigned a job coach, who helped him through the application and interview process with Lockheed Martin Distribution Center.

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It wasn’t long before Lockheed knew they had an extraordinary candidate. David was hired through the DRTC program to unpack and sort thousands of aircraft and engine parts. He quickly excelled and was hired directly by Lockheed to manage all material bins for the Engine Kitting area. Now in charge of 15 Bench Stock locations, comprised of nearly 6,000 bins, David has the highest bin fill rate of any Oklahoma City section at 99.99 percent. David’s supervisor, Bill Morgan, was so impressed by David’s dedication and hard work that he nominated him for Lockheed’s Special Recognition Award. “These guys work hard, have fun and are a part of our Lockheed family. We appreciate them and the work they do. They have skills and abilities that most people wouldn’t see without the unique relationship we have with DRTC. We are proud to have them on our team,” brags Morgan about the three DRTC employees currently stationed at Lockheed.

PARTNER AGENCY

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.

PROGRAM

UNITED WAY 2007/08 FUNDING

Areawide Aging Agency, Inc.

Management & General $ 32,000

Daily Living Centers

Adult Day Health Care Eldercare Case Management

$ 164,404

Dale Rogers Training Center

Adult Rehab Auxiliary Day Care Auxiliary Transportation Special Needs

$ 51,066 $ 7,082 $ 37,992 $ 16,411

EARC, Inc. (Employment and Residential Centers)

The Trails

$ 49,735

Hospice of Oklahoma County, Inc.

Hospice of Oklahoma County

$ 169,987

John W. Keys Speech & Hearing Center

Hearing Aid Bank

$ 14,000

Lennie Marie Tolliver Alternative Care Center Metropolitan Better Living Center

Geriatrics

Adult Day Health

UNITED WAY 2007/08 FUNDING

PARTNER AGENCY

PROGRAM

Oklahoma Foundation for the Disabled, Inc.

Oklahoma Foundation for the Disabled, Inc.

Oklahoma Goodwill Industries, Inc.

Extended Rehabilitation $ 36,186

RSVP of Central Oklahoma, Inc.

Professional Volunteer Services Provide-A-Ride Transportation Telephone Buddies Volunteer Recruitment & Placement

Salvation Army

Senior Citizens

Sunbeam Family Services, Inc.

Emergency Senior Shelter Senior Companion Services

$ 130,200

$ 26,500 $

4,200

$ 43,000 $ 5,100

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$ 41,650 $ 356,220

$ 74,398 $ 167,474

$ 36,194

$ 30,250

YMCA of Greater Lincoln Park $ 76,500 Oklahoma City Senior Center YWCA Oklahoma City Youth & Adult $ 37,740

our work INDEPENDENT LIVING TOTAL

$1,608,289


T

community preparedness

The ice storm of December 2007 left hundreds of thousands of people without power for days. Thanks to United Way’s historic focus on Community Preparedness and our strong relationships with other response organizations, we were prepared to act quickly and efficiently.

PARTNER AGENCY

United Way, the American Red Cross, and the City of Oklahoma City opened a joint community shelter at the Cox Convention Center which housed and fed thousands of people over eight days.

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2-1-1, an easy to remember number to call for help, took more than 75,000 calls in the days following the storm. The service was fully operational thanks to funding from United Way and others. As power was restored, United Way worked with OGE Energy Corp. and our local cities to help residents with damaged meter boxes at their homes. In addition, we led the collaborative effort to open a central Disaster Recovery Center to aid families who were unable to re-stock lost groceries, afford electric meter box repairs and handle tree and debris removal. United Way continues to lead the effort to refine our community’s emergency response plan. In collaboration with government offices, non-profits, and businesses, we work year-round to ensure our readiness to act in a disaster.

United Way is working to ensure our readiness to respond to individual and community emergencies.

PROGRAM

UNITED WAY 2007/08 FUNDING $

4,000

UNITED WAY 2007/08 FUNDING

PARTNER AGENCY

PROGRAM

Neighborhood Services Organization, Inc.

Housing & Community Development

$ 141,064

Emergency Shelter

$ 151,662

American Red Cross Canadian Valley Chapter

Disaster Services

American Red Cross of Central Oklahoma

Community Services Disaster Services

$ 99,080 $ 692,613

Salvation Army

American Red Cross Heart of Oklahoma Chapter

Disaster Services

$ 40,178

Travelers Aid & Homeless Assistance Center

Community Outreach Program

$ 277,170

HeartLine, Inc. Mental Health Association of Central Oklahoma, Inc.

2-1-1 24/7 Services

$ 99,593

YWCA Oklahoma City

Crisis Advocacy & Residential Services

$ 442,750

Sunbridge Counseling

$ 11,074 Youth & Family Services, Inc.

Emergency Youth Shelter

$ 18,517

COMMUNITY PREPAREDNESS TOTAL

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$1,977,701

our work


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I have been a United Way donor and volunteer for 17 years, serving in the Community Investment process and now as Chair of the Audit Committee on the Board. My involvement in these areas has given me a great deal of insight into the high level of accountability our United Way provides. I have the utmost level of confidence as a donor that the funds invested in our community each year are utilized in the most effective and efficient manner.

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United Way of Central Oklahoma maintains the highest level of accountability. In addition to exceeding our own national Standards of Excellence, we openly report our financial standings to the community each year. We are committed to transparency by providing our annual report, audit, campaign dollars raised, and dollars invested in local programs to the news media, the public, and most

importantly, our donors. With more than 60,000 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 fundraising results, Partner Agency funding, financial position, and media donations.

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Mark Wood, United Way Audit Committee Chair, and Oklahoma City office Managing Partner, Ernst & Young

our stewardship


campaign results

O

On an annual basis, United Way secures critical funding for local health and human service programs. Thankfully, tens of thousands of donors heed the call and invest with us. 2007 was a banner year. Led by volunteer campaign chairs Larry and Polly Nichols, more than 60,000 local donors contributed a record $18 million. Individuals who make a pledge of support through payroll deduction at their workplace continue to be our largest source of giving.

media partners

Though our fundraising campaign may be one of our most readily identified activities, many are unaware that we manage six unique campaigns simultaneously. We are proud to provide an accountable and efficient means for employees of private business as well as government offices to contribute to charity at the workplace. Total giving for each of the campaigns we operate is listed below.

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2007 Campaign Totals United Way of Central Oklahoma United Way of Canadian County United Way of Logan County Central Oklahoma Combined Federal Campaign State Charitable Campaign (metro area only) Heart of the City (City of Oklahoma City)

$13,718,862 115,245 170,789 3,132,343 457,541 415,723 TOTAL

$18,010,503

Larry Nichols, 2007 Campaign Co-chair and CEO, Devon Energy

United Way of Central Oklahoma is committed to responsible stewardship. We are mindful donors invest with us because they want to help their community, not pay for advertising. Therefore, we rely on dedicated volunteers to make calls on local media outlets to donate time and space to broadcast our message. The following local media outlets are to be commended for donating over $2 million in media value to United Way in 2007.

Media Outlet

My wife, Polly, and I were honored to chair the 2007 United Way campaign. We feel comfortable encouraging others to give to United Way because we are confident in the organization’s ability to allocate funds and deliver services to those who need it most. Because United Way is committed to accountability and transparency, we know our contributions are being put to good use.

Amount Donated

Capitol Hill Beacon Citadel Communications Clear Channel Communications Cox Communications Distinctly Oklahoma Downtowner & Bricktown Guide Edmond Life & Leisure Edmond Sun El Reno Tribune & Mustang News Guthrie News Leader Journal Record KAUT OK43 KFOR KOCO Channel 5 KOKH Fox 25 & KOCB WB 34 KWTV 9 Lamar Outdoor Metro Family

$

1,000 55,000 22,000 361,000 27,765 700 950 1,000 800 500 32,930 60,000 315,000 85,000 100,000 30,000 425,000 2,750

Media Outlet

Amount Donated

Mid City Advocate OKC Herald Oklahoma County Newspapers Oklahoma Banker Oklahoma Nursing Times The Oklahoman Perry Publishing & Broadcasting Piedmont Surrey Gazette Pioneer (OKCCC) The Point (OKC Chamber) Renda Broadcasting South OKC Chamber Southwestern Publishing Talon (OCUSA) Tierra Media Group Tyler Media ValPak Yukon Review

$

5,000 500 1,000 275 19,985 95,000 67,000 500 300 2,000 86,650 500 2,200 500 12,850 155,500 20,000 500

Special thanks to those who donated their services to produce the 2007 United Way advertising campaign: McNeese Fitzgerald Associates – Photography; Digital DK/Sabolich – Video Production; RK-1 Productions – Audio Production; Third Degree Advertising – Creative Direction; Tyler Media – Spanish Video Production

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our stewardship


2007 - 08 community investments

financial position financial position

Distribution Base: 2006 Campaign Pledges................................................................ $ 16,521,471 Less Allowance for Pledge Loss.................................................... ($ 1,184,371) Net Available for Distribution........................................................ $ 15,337,100

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United Way of Central Oklahoma Incorporated Statement of Financial Position December 31, 2007 (with summarized financial information for 2006)

American Heart Association............................$ 163,141

Easter Seals Oklahoma....................................$ 12,308

Sunbeam Family Services, Inc........................ $ 727,562

American Lung Association of Oklahoma .............65,808

Girl Scouts, Western Oklahoma..........................200,588

Tinker AFB Youth Center . ..................................... 16,960

American Red Cross, Canadian Valley Chapter........ 8,000

HeartLine, Inc. . ...................................................153,737

Travelers Aid & Homeless Assistance Center ......277,170

American Red Cross of Central Oklahoma ........ 1,312,500

Hospice of Oklahoma County, Inc....................... 169,987

Urban League of Greater Oklahoma City, Inc. ..... 266,148

American Red Cross, Heart of Oklahoma Chapter...... 52,866

John W. Keys Speech & Hearing Center ................ 22,000

Variety Health Center, Inc.................................... 349,473

Areawide Aging Agency, Inc.................................. 32,000

Latino Community Development Agency . ........... 106,123

YMCA of Greater Oklahoma City . ....................... 329,000

Arthritis Foundation, Oklahoma Chapter............. 108,116

Legal Aid Services of Oklahoma, Inc.................... 107,197

Youth & Family Services, Inc................................. 39,256

Big Brothers Big Sisters of Oklahoma .................122,793

Lennie Marie Tolliver Alternative Care Center ....... 36,194

Youth Cornerstone ............................................... 23,200

Boy Scouts of America, Last Frontier Council...... 430,974

Mental Health Association of Central Oklahoma ..... 86,371

Youth Services for Oklahoma County ................... 15,000

Boys & Girls Club of Oklahoma County, Inc. ....... 109,375

Metropolitan Better Living Center ........................ 30,250

YWCA of Oklahoma City, Inc................................482,490

Calm Waters Center for Children & Families ......... 25,000

Moore Youth & Family Services..............................73,180

Camp Fire USA, Heart of Oklahoma Council ....... 228,818

Neighborhood Services Organization ................. 177,714

Catholic Charities of the Archdiocese of OKC ..... 270,149

NorthCare .......................................................... 222,000

Other Distributions:

Celebrations Preschool, Inc................................ 105,378

Oklahoma Foundation for the Disabled, Inc........ 130,200

United Way of Logan County ......................... $ 190,543

Central OK Integrated Network System (COINS)...... 19,700

Oklahoma Goodwill Industries, Inc....................... 36,186

United Way of Canadian County .......................... 194,115

A Chance to Change.............................................. 35,744

Oklahoma Halfway House, Inc................................ 3,333

Other United Ways ............................................. 228,356

Citizens Caring for Children . ................................ 68,235

Oklahoma Medical Research Foundation (OMRF) ..... 91,934

Combined Federal Campaign Designations..... 2,223,333

Coffee Creek Riding Center for the Handicapped . ... 67,816

Parents Assistance Center ................................. 159,000

Heart of the City Designations ............................ 98,288

Community Literacy Centers, Inc............................69,513

Positive Tomorrows ............................................ 103,093

State Charitable Campaign Designations . ......... 225,328

Consumer Credit Counseling Service (CCCS) ....... 22,000

Possibilities, Inc.................................................... 18,500

United Way of America Dues .............................. 127,545

D-DENT, Inc........................................................... 67,670

RSVP of Central Oklahoma ..................................110,850

Resource Development ................................... 1,353,763

Daily Living Centers, Inc...................................... 190,904

Safe Kids Oklahoma . ........................................... 16,400

Organizational Administration ........................ 1,227,292

Dale Rogers Training Center, Inc.......................... 112,551

Salvation Army, OKC Area Command...................856,262

Allowance for Pledge Loss................................ 1,184,371

EARC, Inc............................................................... 49,735

Special Care, Inc.................................................280,085

Sub Total........................................ $9,468,537

Total................................................$16,521,471

Funds committed were distributed between July 1, 2007 and June 30, 2008.

Assets Unrestricted

Temporarily restricted

Cash and cash equivalents Pledges receivable, net Grants receivable Investments Property and equipment, net Other assets

$ 7,116,848 8,222,586 4,000 600,797 1,322,690 64,121

$208,665 200,000 – 300,000 – –

$17,331,042

$ 360,484 752,845 5,198,134 473,903

Total 2007 $

2006

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

$ 5,549,169 7,954,331 – 758,939 338,083 42,897

$708,665

$18,039,707

$14,643,419

$

$

$

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Liabilities and Net Assets Liabilities Accounts payable and accrued expenses Accrued postretirement benefits Allocations and designations payable Long-term debt Total liabilities Net assets

– – – –

360,484 752,845 5,198,134 473,903

252,557 231,117 5,076,432 –

6,785,366

6,785,366

5,560,106

10,545,676

708,665

11,254,341

9,083,313

$17,331,042 $708,665 $18,039,707 $14,643,419

our stewardship The above information has been extracted from the December 31, 2007 audited financial statement. A complete copy of the audited financial statement is available upon request.


A

After 15 years in our current facility, United Way had outgrown the space available in the historic Mayfair Apartment building at 1315 N. Broadway Place. An extensive three-year search of existing building space led to the purchase of the old University Place Christian Church at NW 28th Street and McKinley Avenue.

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The new headquarters will support more effective and extensive services to the community, include meeting and conference facilities to further the work of local non-profits, and reduce United Way’s overall overhead through energy efficient technologies.

Building Committee

Above: 1444 NW 28th Street as seen in March 2008.

Doug Stussi, Chair Dr. Joy Reed Belt Todd Edmonds Carl Edwards Mary Hendrick HSE Architects Lippert Bros., Inc. Mark Rowland

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A building committee led by members of United Way’s board of directors guided the search, purchase, and renovation of the facility. As always, United Way maintained its commitment to fiscal responsibility carefully evaluating costs and securing specially committed funding to cover them. Building renovations began in March 2008 with an expected occupancy date of December.

our future The new headquarters is nearly completed in November 2008 (above and left).


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I applaud United Way of Central Oklahoma in its outstanding efforts in addressing the needs of those less fortunate in the community. With this combination of prudent foresight and compassion, I think our community can have a very bright future indeed.

Chad Wilkerson, Vice President and Branch Executive, Oklahoma City Branch of the Federal Reserve Bank

2007 Officers of the Board

2007 Board of Directors

Chairman of the Board: Luke Corbett, Retired, Kerr McGee 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

John Allgood, Oklahoma RedHawks Tom Adams, Tronox Incorporated Randy Alvarado, CIE Institute, Inc. 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 L. Clytus, Jr., Utilities Information Service Mike Coats, IBC Bank Jim Curry, Oklahoma State AFL-CIO Terri Cwiklinski, American Fidelity Assurance Company 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 C. Eslyn, OU Medical Center David Gray, Oklahoma City Federation of Classified Employees, AFT Local 4574 V. Burns Hargis, Bank of Oklahoma, N. A. G. P. Johnson Hightower, Stillwater National Bank & Trust Company Susan V. Hillis, KPMG LLP Chris Howard, SSM Health Care of Oklahoma Cliff Hudson, Sonic, America’s Drive-In Grant Humphreys, Humphreys Capital Investment Leann Jenkins, Oklahoma Federal Executive Board

2007 Committee Chairs Administration Chair: Doug Stussi, Love’s Travel Stops and Country Stores, Inc. Audit Chair: Mark Wood, Ernst & Young LLP Campaign Co-chairs: Larry Nichols, Devon Energy, and Polly Nichols CFC Chair: Julie Gosdin, USPS Community Investment Chairs: Shane Wharton, Love’s Travel Stops and Country Stores, Inc., and Dee Niles, KPMG 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 Reeve & Bryant

Nancy Koeper, United Parcel Service Steve Kreidler, University of Central Oklahoma Bruce C. Lawrence, INTEGRIS Health Robert O. Lorenz, Community Volunteer Bert E. Marshall, Blue Cross Blue Shield of Oklahoma Jay Martin, Dell, Inc. Steve Mason, Cardinal Engineering Gregory Meacham, The Benham Companies, LLC Wes Milbourn, KFOR-TV Channel 4 and KAUT Channel 43 Tim O’Connor, Central Oklahoma AFL-CIO Labor Council David Ortloff, KFOR-TV Channel 4 Dr. John Q. Porter, Oklahoma City Public Schools Randy Roper, MidFirst Bank Jim Roth, Oklahoma Corporation Commissioner Marcus Rowland, Chesapeake Energy Corporation Tony N. Shinn, Bank of America Dianna L. Smalley, Mercy Health Center Lee Symcox, First Fidelity Bank Zach Taylor, Association of Central Oklahoma Government David Thompson, OPUBCO Communications Group Robert W. Toler, Federal Reserve Bank of Kansas City, OKC Branch Thomas L. Travis, IBC Bank Chad Wilkerson, Federal Reserve Bank of Kansas City, OKC Branch George E. Young, Holy Temple Baptist Church James N. Young, J P Morgan Chase Bank


United Way of Central Oklahoma P.O. Box 837 Oklahoma City, OK 73101 405-236-8441 Phone 405-235-2011 Fax

unitedwayokc.org

2007 Annual Report  
2007 Annual Report  

2007 Annual Report

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