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2011-2012 ANNUAL REPORT

United Way of Norman www.unitedwaynorman.org


2012 Annual Report UNITED WAY OF NORMAN

A TRADITION OF CARING United Ways trace their history back to 1887 with the formation of the Charity Organization Society in Denver. United Way as we know it today was developed in the 1920s, 30s and 40s. That’s when business and labor leaders joined together to reduce the number of charitable appeals to their organizations by conducting a single, efficient fundraising drive. First known as the Community Chest, this charitable appeal was later renamed the United Fund. It later evolved into the United Way. Here in Norman, a group of concerned citizens started The United Fund of Norman in 1957. That first fund drive raised more than $38,000 and provided funding to 9 health and human service agencies. As the years have gone by, the work of the United Way has expanded, as has the support from the community. The 2011 campaign raised more than $2 million. And United Way of Norman now funds 40 programs at 27 agencies in the Norman area. In addition to funding those programs, United Way provides services to the community through initiatives like Success By 6, Teen Advisors of Norman, FamilyWize discount prescription drug cards and the ABC School Supply Program. OUR MISSION To unite and strengthen our community by empowering each person to change lives OUR VISION A community working together to make life better for everyone WHAT WE DO IDENTIFY challenges and solutions COORDINATE resources SUPPORT quality programs IMPROVE lives


2012 Annual Report UNITED WAY OF NORMAN

BOARD OF DIRECTORS Chairperson Nanette Hathaway Vice Chair Casey Vinyard Secretary/Treasurer Neil Schemmer Immediate Past Chair Tyler LaReau Campaign Chairs Sean Crandall Tyler LaReau Other Members Jim Adair Joey Armstrong Robyn Castleberry James Chappel Leslie Christopher Terry Clark Steve Elliot Houda Elyzgie Steve Faler M.J. Farzaneh Kelley Grace Heather Boles Karen Hill Connie Hobby Scott Hofmann J.T. Johnson Mariann Lawson Pam Maguire Steve McDaniel Ben Odom Lynn Palmerton Margaret Pape Giovanni Perry Joe Siano Kate Stanton Alice Thacker Teresa Turner Rachel Tyrrell J.D. Younger

University of Oklahoma Sports Talk 1400 First American Bank LaReau & Associates Arvest Bank LaReau & Associates

Adair & Associates First Baptist Church Moore Norman Technology Center OG&E Bramlett Multimedia Radar Operations Center First American Bank Saxum PR Arvest Bank Home Creations Eide Bailly CNI Training Professionals Inc. Johnson Controls BancFirst Weather Decision Technologies Republic Bank & Trust Astellas Brookhaven Financial Services, LLC Odom, Sparks & Jones

Sooner Mall, General Growth Properties

Community Volunteer Law Offices of Giovanni I. Perry, PLLC Norman Public Schools University of Oklahoma Community Volunteer OU Athletics OU Student Norman Police Department


2012 Annual Report UNITED WAY OF NORMAN

MEETING DATES All meetings were held at the United Way of Norman office at 4:00 p.m., unless otherwise noted. EXECUTIVE COMMITTEE: BOARD OF DIRECTORS: Thursday, August 11, 2011 Tuesday, July 19, 2011 Tuesday, August 16, 2011 Thursday, October 13, 2011 Tuesday, September 20, 2011 Tuesday, October 18, 2011 Thursday, December 15, 2011 Tuesday, November 15, 2011 Tuesday, December 20, 2011 Thursday, February 16, 2012 Tuesday, January 17, 2012 Tuesday, February 21, 2012 Thursday, April 12, 2012 Tuesday, March 27, 2012 Funding Approval: Tuesday, April 17, 2012 Thursday, May 10, 2012 Budget Approval: Tuesday, May 15, 2012 Tuesday, June 19, 2012* Thursday, June 14, 2012 (3:30 Annual Meeting)

EMPLOYEES President VP of Operations VP of Resource Development VP of Marketing & Communications Director of Community Impact Director of Community Impact Director of Information Systems SB6 Norman Director SB6 Norman Coordinator Administrative Assistant 2424 Springer Dr., Ste. 304 Norman, OK 73069 (405)329-2025 (405)364-3800

Kristin Collins Kathy Holder Candice Jones Jed Dembowski Diane Murphree Renee O’Leary Laurie Carpenter Christy Emig Florencia Briglie Stacy Bowles


2012 Annual Report UNITED WAY OF NORMAN

CAMPAIGN CABINET Campaign Chairs Sean Crandall Tyler LaReau

Arvest Bank LaReau & Associates

Public Service Roger Brown , Chair Jeff Bryant Linda Price

Norman Public Schools City of Norman City of Norman

Residential Brandon Hopper, Chair Kevin Hopper, Chair

Valliance Bank Arvest Bank

Small Business Tom Cooper, Chair Cindy Nashert, Chair Andy Sherrer , Chair

First American Bank State Farm Republic Bank & Trust

Workplace Giving Deidra Peters, Chair Casey Vinyard, Chair Nancy Coggins Kelley Grace Marci Jacobs Jeff Lester Teresa Turner

Republic Bank & Trust Sports Talk 1400 Sooner Theatre Eide Bailly Embassy Suites Eide Bailly OU Athletic Dept.

Celebrity Sing Jennifer Baker, Chair Julia Chew, Chair Mark Krittenbrink, Chair Debbie Barnhill Ruth Beller Sherry Bryant Ryan Clark Kym Johnston Richard Mayeaux Autumn McMahon

Sooner Theatre State Farm Krittenbrink Architecture BancFirst Community Volunteer Community Volunteer Republic Bank & Trust Box Talent Design 2000 University of Oklahoma

University of Oklahoma Daniel Pullin, Chair University of Oklahoma Laura Tontz, Chair University of Oklahoma

Kristi Cain-Morgan James Chappel Kelly Collyar Scott Hofmann Mark Ledbetter Carlee Suchy Chad Vice

University of Oklahoma

OG&E University of Oklahoma BancFirst Republic Bank & Trust McClain Bank

Havenbrook Funeral Home


2012 Annual Report UNITED WAY OF NORMAN

PACESETTER COMPANIES Arvest Bank Astellas Pharma Technologies AT&T BancFirst Bob Usry Plumbing City of Norman Cleveland County YMCA CMBS Eide Bailly Equity Realty First American Bank First Bank & Trust First Fidelity Bank Great Nations Bank Hitachi Home Creations Ideal Homes Joe’s Place Johnson Controls LWBP McClain Bank The McKinney Partnership Moore Norman Technology Center Norman Regional Health System The Norman Transcript OEC OG&E ONG Republic Bank & Trust Reynolds Ford Sam’s Club Service Experts Sports Talk 1400 Target Valliance Bank Weather Decision Technologies


2012 Annual Report UNITED WAY OF NORMAN

FUNDED PARTNERS BASIC NEEDS

American Red Cross- Heart of Oklahoma Chapter Emergency Response- $45,000 Service to Armed Forces- $3,000 Central Oklahoma Community Action Agency Rent & Mortgage Assistance- $25,000 Food & Shelter for Friends Food & Outreach- $50,050 Emergency Transportation- $10,000 Salvation Army Emergency Services- $22,700 Social Services- $20,000 Women’s Resource Center Family Violence Shelter- $43,900 Rape Crisis Center- $25,000

SUCCESSFUL CHILDREN & YOUTH Bethesda Outreach & Prevention- $17,525 Abuse Counseling- $50,000

Big Brothers Big Sisters of Oklahoma, Inc. Mentoring- $60,000 Amachi- $8,000 Boy Scouts of America, Last Frontier Council Comprehensive Youth Development- $2,500 Bridges Student Services- $45,000

Loveworks Outreach Afterschool Initiative- $25,000 Mary Abbott Children’s House Forensic Interview- $30,000 Norman Addiction Information & Counseling Youth & Family Services- $55,000

STRONG & SAFE INDIVIDUALS & FAMILIES Central Oklahoma Community Action Agency Transitional Housing Case Management- $15,000 Health For Friends Dental Clinic- $75,000 Pharmacy- $33,000 General Medicine- $58,000 Legal Aid Services of Oklahoma Legal Aid Services- $15,000 Norman Addiction Information & Counseling Substance Abuse Services- $34,000 Oxford House Second Chance Act Project- $12,000 Transition House Community Outreach- $26,500 Transitional Living- $22,750

SENIORS & PERSONS WITH DISABILITIES ABLE- Council for Developmental Disabilities Residential Program- $11,500

Cleveland County CASA Court Appointed Special Advocates- $1,000

Among Friends Adult Care- $23,500

Center for Children and Families, Inc. Neighborhood Centers- $82,000 Healing & Preventing- $55,000

Full Circle DHS Assisted Program- $23,500 Caregiver Education- $3,000

Community After School Program, CASP, Inc. CATCH- $12,500

Meals on Wheels of Norman Meal Delivery- $94,500

Girl Scouts of Western Oklahoma Mentors to Leaders- $4,000

Thunderbird Clubhouse Health & Wellness- $10,575

Kaleidoscope Grief Support Kaleidoscope- $1,000

Aging Services Inc. Housekeeping- $14,000


2012 Annual Report UNITED WAY OF NORMAN

STRENGTHENING OUR COMMUNITY Thanks to the generosity of our community and collaboration with strong partners, United Way of Norman is seeing progress on our goals in education, income, health & safety and independence. QUALITY OUT OF SCHOOL TIME ACTIVITIES We want to increase the number of at-risk middle school students successfully transitioning to high school. A key component of this is quality out of school time programs. Right now United Way of Norman, the State Department of Education, and other partners are developing quality standards for all Oklahoma out of school time programs. DESTINATION GRADUATION Our Destination Graduation initiative focuses on ensuring students have the tools they need to successfully complete high school. Programs include mentoring, positive enrichment programs and alternative ways for potential dropouts to remain in school. 54% of students involved in Destination Graduation programs have improved their academic performance. AFFORDABLE HEALTH CARE Access to affordable health care not only helps low-income families. It helps the community by relieving stress on the emergency room, which many individuals use as a primary care provider. This past year people in our community saved more than $116,000 by using a discount prescription drug card distributed by United Way. INCOME SUPPORTS Helping people with basic needs, like food and shelter, is important. But we also need to help low-income families move up the ladder by giving them opportunities to learn more about sticking to a budget, saving and taking advantage of benefits available to them. That starts with the organizations they come into contact with. That’s why we held a Financial Literacy training to “train the trainers.” The organizations that attended are all now offering some form of financial education to their clients. ACTIVE & ENGAGED We want to ensure there are programs available to help seniors and persons with disabilities stay in the home of their choice and be an active and engaged member of our community. Information can be a barrier to this. That’s why we put together a Senior Resource Guide, informing at least 2,000 people about the activities and opportunities available to them.


2012 Annual Report UNITED WAY OF NORMAN

COUNCIL VOLUNTEERS BASIC NEEDS Joey Artmstrong, Chair First Baptist Church Larry Bartels Office Max Sean Crandall Arvest Patrick Grose J.D. McCarty Center Elaine Hunter Willows Lisa Krieg City of Norman

Tyler LaReau Kristen Martin Samantha Mohr Torry Tedder Alice Thacker

LaReau & Assoc. The Salvation Army Office Max OEC Community Volunteer

SUCCESSFUL CHILDREN & YOUTH Scott Hofmann, Chair BancFirst Ann Way, Vice Chair Community Volunteer Jim Adair Adair & Associates Teresa Collado NAIC Doug Cubberley Attorney Katie Fitzgerald CCFI Sharon Heatly Norman Public Schools Kim Jackson Community Volunteer Charlotte Jones K20 Center Carla Kimberling NPS

Shari Kinney Health Department Mariann Lawson Republic Bank & Trust Jenny Lewis Community Volunteer Scott Meier McFarlin Methodist Church Jennifer Newell Norman Police Dept. Joe Paslay YMCA Ann Ross Community Volunteer Heidi Smith Mary Abbott House Michelle Sutherlin Longfellow Middle School Bryan Waldenville Journey Church

STRONG & SAFE INDIVIDUALS & FAMILIES Robyn Castleberry, Chair Steve Elliot, Vice Chair Leona Chapman Leslie Christopher Ginny Corson Rebecca Craig Brent DeLong Lori Fightmaster

Moore Norman Technology Ctr

First American Bank COCAA Bramlett & Associates East Main Place Mary Abbott House Maximized Living First American Bank

Inger Giuffrida Patrick Grace Chase Hackler Giovanni Perry Jaree Stambeck Steven Streetman Chuck Thompson Nyky Wilson

Financial Educator OEC Express Employment Giovanni I. Perry, Esq. Ideal Homes Norman Public Library Republic Bank & Trust First Fidelity Bank

Jim Martin Justin Milner Margaret Pape Cleeta Pucket Christy Roberts Pam Sanford Bob Staples Sherwood Taylor Michelle Traw Rose Wilderom Kathleen Wilson

OU Zarrow Center Norman Public Schools Community Volunteer Leaders Plus Home Instead Senior Care Thunderbird Clubhouse NSSL Balfour New Leash on Life Dillard Group Aging Services

SENIORS & PERSONS WITH DISABILITIES Cody Ponder, Chair CART Debbie Barnhill BancFirst Hugh Brady DHS Deandra Downer Arbor House Douglas Forsyth NOAA Cathe Fox Among Friends Maurine Garton Community Volunteer Erin Goodall First Fidelity Bank Lynn Haynes Meals on Wheels Jeff Hughes Progressive Independence Sandi Lassiter City of Norman, Senior Ctr Gerry Mayes Community Volunteer


2012 Annual Report UNITED WAY OF NORMAN

DAY OF CARING Hundreds of Norman employees participated in the United Way’s 18th Annual Day of Caring. Day of Caring matches volunteer workers with community agencies and organizations for the day. This gives the agencies an opportunity to complete projects that require more manpower than they normally have. Almost 400 volunteers took part in the 2011 Day of Caring. Those volunteers came from 33 companies and volunteered at 26 agencies There are a wide range of projects, including; repairing playground equipment, helping with computer work and spending time with the elderly. Students, faculty and staff at the University of Oklahoma also get involved, by holding a supply drive for area agencies. The OU groups gather items requested by the agencies, such as canned food, hygiene items, toys and paper towels. Students from Moore Norman Technology Center pick up the supplies and sort them to ready them for distribution.

VOLUNTEER OF THE YEAR In April 2012, United Way of Norman honored Norman’s Volunteers of the Year for the 27th year. Ed Copelin and Andy Paden emceed the event that recognized award recipients in four categories. • • • •

Humanitarian- Newt Mitchell Service to Youth/Education- Brenda Wheelock Senior Citizen- Brewster Hobby Young Citizen- Chris Applegate


2012 Annual Report UNITED WAY OF NORMAN

SUCCESS BY 6 Success By 6 is an early learning initiative. It’s mission is to ensure all children in our community are safe, healthy, eager to learn and ready to succeed by the time they enter school. Take a look at what Success By 6 has accomplished through community collaboration and commitment. COMMUNITY RESOURCE VAN The Community Resource Van is a collaborative effort between key partners and agencies. Its mission is to bring helpful tools and educational resources to parents, parents-to-be, caregivers, educators and young children. Literacy, nutrition, parent education, exercise, art and well care services are part of the van’s focus. • The van made weekly stops at two apartment complexes • The van made monthly visits to Families Read together • 5,554 books were distributed to children and parents HEALTH CARE SCREENINGS Screenings provided at five child care facilities • 262 children were screened • 255 children were referred to doctors for followup COMMUNITIES READ TOGETHER Partners make a commitment to read to children at a child care center at least once a week. These partners reading to 171 children at 10 sites every week. EARLY BIRDS Early Birds helps parents get their children ready for school by arming them with information, activities and materials to help them learn and succeed. The program is a partnership with Norman Public Schools. Topics covered include child development, everyday learning opportunities, health and safety. Parents also receive free toys and materials that foster school readiness at home. Early Birds started at two schools as a pilot program in 2011, with 62 caregivers of children attending. The program has since expanded. It is now offered to all families of Norman Pre-K students and to the families of children 0-4 who will attend Jefferson, Eisenhower, Madison and Kennedy. It is also offered at Northmoor Elementary in Moore.


2012 Annual Report UNITED WAY OF NORMAN

STATEMENT OF FINANCIAL ACTIVITIES Year Ended on June 30, 2012 Temporarily Revenues Campaign revenue Less: Donor designations Uncollected pledges expense

Net campaign revenue

Success by Six: State grant Matching donations In-Kind donations Other donations In-kind donations Gain (Loss) on disposal of assets Interest income

Unrestricted

Restricted

$

$

2,000,415 (17,387) (134,296)

Total -

$

2,000,415 (17,387) (134,296)

1,848,732

-

1,848,732

8,377 19,757 (393) 13,221

69,499 15,299 22,758 82,951 -

69,499 15,299 22,758 91,328 19,757 (393) 13,221

1,889,694

190,507

2,080,201

181,982

(181,982)

-

2,071,676

8,525

2,080,201

Expenses Functional expenses Management and general Community outreach Resource development Basic Needs Council Children’s council Families council Seniors council Success by Six

81,630 82,317 247,890 34,032 66,976 65,260 51,399 147,674

-

81,630 82,317 247,890 34,032 66,976 65,260 51,399 147,674

Total functional expenses

777,178

-

777,178

Allocations to agencies

1,448,805

-

1,448,805

Total expenses

2,225,983

-

2,225,983

Change in net assets

(154,307)

8,525

(145,782)

807,840

81,237

889,077

Satisfaction of time and program restrictions

Total revenues and other support

Net assets, beginning of year Net assets, end of year

$

653,533

$

89,762

$

743,295


2012 Annual Report UNITED WAY OF NORMAN

STATEMENT OF FINANCIAL POSITION June 30, 2012 ASSETS Current Assets Cash and cash equivalents Certificates of deposit Pledges receivable, net of allowance for uncollectible pledges of $97,970 and $83,800, respectively Success by Six grant receivable Other receivables Deposits Interest receivable

$ 1,269,824 778,912 15,035 1,126 100 2,064,997

Total Current Assets

25,402

Fixed assets, net

$ 2,090,399

Total Assets

LIABILITIES AND NET ASSETS Current Liabilities Accounts payable Accrued vacations Other accrued liabilities Campaign allocations payable Total Liabilities

$

17,542 3,190 2,622 1,323,750 1,347,104

Net Assets Unrestricted Temporarily restricted

653,533 89,762

Total Net Assets

743,295

Total Liabilities and Net Assets

$ 2,090,399


FUNDRAISING COSTS

The United Way of Norman carefully computes fundraising costs, according to financial policies set by United Way Worldwide. Based on this formula, our cost to be recovered is 11.06%. The amount needed to generate funds on behalf of the United Way of Norman’s partner agencies is included in the overall campaign goal each year.

POLICY REGARDING DUES OR SERVICE CHGS.

The United Way of Norman, Inc. does not charge any sort of membership fees to its partner human service agencies.

CORPORATE SPONSORS

A special thanks to our corporate sponsors. Without you, many of the things we do would not be possible. PRESENTING SPONSORS

VIP SPONSORS

United Way of Norman FY2012 Annual Report  

The FY2012 annual report for United Way of Norman

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