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2012-2013 ANNUAL REPORT

United Way of Norman www.unitedwaynorman.org


2013 Annual Report UNITED WAY OF NORMAN

STRENGTHENING OUR COMMUNITY The work of the United Way is vital to the health of the Norman area. By uniting people and resources to improve lives, we strengthen our community. Thanks to generous contributions, United Way of Norman funded 45 programs at 29 organizations last year. Those programs provide critical services in the United Way’s focus areas of Education, Income, Health & Safety and Independence. But the work of United Way of Norman doesn’t stop there. In addition to funding programs, the United Way provides services to the community through programs like Success By 6/Smart Start Norman, Teen Advisors of Norman, FamilyWize discount prescription drug cards and the ABC School Supply Program. United Way of Norman also works with, and often leads, several community initiatives. These initiatives are focused on things like financial stability, ending homelessness and providing quality out-of-school time activities for middle school students. By focusing on the essential building blocks of Education, Income, Health & Safety and Independence, United Way of Norman can identify urgent community needs and ensure that all donations are wisely invested to meet the highest identified necessities. 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


2013 Annual Report UNITED WAY OF NORMAN

BOARD OF DIRECTORS Chairperson Casey Vinyard Vice Chair Joe Siano Secretary/Treasurer Neil Schemmer Immediate Past Chair Nanette Hathaway Personnel Chair Steve McDaniel Audit Chair Kelley Grace Campaign Chairs Tom Cooper Cindy Nashert Other Members Jim Adair Sam Carmen James Chappel Leslie Christopher Jason Clark Rennie Cook Sean Crandall Steve Elliot Houda Elyzgie M.J. Farzaneh Dena Grose Heather Boles Karen Hill Connie Hobby J.T. Johnson Mariann Lawson Autumn McMahon Ben Odom Giovanni Perry Krishna Suthar Michelle Traw Teresa Turner Ann Way J.D. Younger

Sports Talk 1400 Norman Public Schools First American Bank University of Oklahoma Brookhaven Financial Services Eide Bailly First American Bank State Farm

Adair & Associates Dr. Bobby Carmen, DDS OGE Energy Corp. Bramlett Multimedia Fowler Holding Group Journey Church Arvest First American Bank Saxum PR Home Creations NOAA CNI Training Professionals Inc. Johnson Controls Weather Decision Technologies Republic Bank & Trust University of Oklahoma Odom, Sparks & Jones Law Offices of Giovanni I. Perry, PLLC OU Student New Leash on Life OU Athletics Community Volunteer Norman Police Department


2013 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, July 12, 2012 Tuesday, July 17, 2012 Tuesday, August 21, 2012 Thursday, September 13, 2012 Tuesday, September 18, 2012 Tuesday, October 16, 2012 Thursday, November 8, 2012 Tuesday, November 13, 2012 Tuesday, December 18, 2012 Thursday, January 10, 2013 Tuesday, January 15, 2013 Tuesday, February 19, 2013 Thursday, March 14, 2013 Tuesday, March 26, 2013 Tuesday, April 16, 2013 Thursday, May 16, 2013 Budget/Funding Approval: Tuesday, May 21, 2013 Tuesday, June 18, 2013* (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 Assistant to Dir. of Information Sys. SB6/Smart Start Norman Director SB6/Smart Start Norman Coord. 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 Katie Keegan Christy Emig Florencia Briglie Stacy Bowles


2013 Annual Report UNITED WAY OF NORMAN

CAMPAIGN CABINET Campaign Chairs Tom Cooper Cindy Nashert

First American Bank State Farm

Public Service Roger Brown , Chair Jeff Bryant Linda Price

Norman Public Schools City of Norman City of Norman

Small Business MJ Farzaneh, Chair Rebekah Koller, Chair Tyler LaReau James Chappel Daryle Voss David Swank

Home Creations Sandridge Energy LaReau & Associates OGE Energy Corp. Norman Regional University of Oklahoma

Workplace Giving Deidra Peters, Chair Kevin Hopper, Chair Robin Allen Steve Elliott Kelley Grace Connie Hobby Scott Hofmann Brandon Hopper Mark Ledbetter

Republic Bank & Trust Arvest Norman Chamber First American Bank Eide Bailly Johnson Controls BancFirst Valliance Bank Republic Bank & Trust

Jeff Lester Stephanie McGinnis Andy Paden Sabrina Rice Brad Shipman Sheri Shoemake Carlee Suchy Teresa Turner Anna Wooten

Eide Bailly Norman Regional Insurica Embassy Suites Brockhaus Jewelry Axis Practice Solutions McClain Bank University of Oklahoma Arvest Bank

Celebrity Sing Jennifer Baker, Chair Sherry Bryant, Chair Sam Carmen, Chair Kris Abbey Megan Benn Debbie Barnhill

Sooner Theatre Community Volunteer Dr. Bobby Carmen, DDS Abbey Road Catering Community Volunteer BancFirst

Ryan Clark Nancy Coggins Sean Crandall Tyler LaReau Chelsea Rose

Republic Bank & Trust Sooner Theatre Arvest LaReau & Associates Embassy Suites

University of Oklahoma Joe Harroz, Chair University of Oklahoma Brian Ringer, Chair University of Oklahoma Events Mark Krittenbrink, Chair Krittenbrink Architecture

No Shave November Kris Glenn, Chair Tyler Outdoor Sean Crandall Arvest Tyler LaReau LaReau & Associates MJ Farzaneh Home Creations


2013 Annual Report UNITED WAY OF NORMAN

PACESETTER COMPANIES Arvest Bank AT&T BancFirst Bank of Oklahoma City of Norman Dillard’s Eide Bailly First American Bank First Bank & Trust First Fidelity Bank Hitachi Home Creations Ideal Homes Johnson Controls McClain Bank The McKinney Partnership Moore Norman Technology Center Norman Regional Health System The Norman Transcript OGE Energy Corp. ONG Republic Bank & Trust Reynolds Ford Sports Talk 1400 Target Valliance Bank Weather Decision Technologies


2013 Annual Report UNITED WAY OF NORMAN

FUNDED PARTNERS BASIC NEEDS

American Red Cross- Heart of Oklahoma Chapter Emergency Response- $55,000 Service to Armed Forces- $5,000 Food & Shelter for Friends Food & Outreach- $60,000 Rent & Mortgage Assistance- $30,000 Transportation Assistance- $10,000 Salvation Army Red Shield Shelter- $25,000 St. Vincent DePaul Homeless Prevention- $10,000 Women’s Resource Center Family Violence Shelter- $17,000 Rape Crisis Center- $25,000

SUCCESSFUL CHILDREN & YOUTH Bethesda Outreach & Prevention- $17,525 Abuse Counseling- $55,000

Big Brothers Big Sisters of Oklahoma, Inc. Mentoring- $67,500 Boy Scouts of America, Last Frontier Council Comprehensive Youth Development- $1,540 Bridges Student Services- $48,000 Cleveland County CASA Court Appointed Special Advocates- $8,000 Center for Children and Families, Inc. Neighborhood Centers- $77,000 Healing & Preventing- $60,000

Loveworks Outreach Afterschool Initiative- $46,000 Mary Abbott Children’s House Forensic Interview- $43,000 Norman Addiction Information & Counseling Youth & Family Services- $66,000

STRONG & SAFE INDIVIDUALS & FAMILIES Health For Friends Dental Clinic- $78,500 General Medicine- $78,500

Legal Aid Services of Oklahoma Legal Aid Services- $40,000 Norman Addiction Information & Counseling Substance Abuse Services- $45,000 Salvation Army Social Services- $35,000 Transition House Community Outreach- $38,000 Transitional Living- $28,000

SENIORS & PERSONS WITH DISABILITIES ABLE- Council for Developmental Disabilities Residential Program- $12,000 Aging Services Inc. Housekeeping- $16,000 Among Friends Adult Care- $28,000 Central Oklahoma Community Action Agency RSVP/Provide A Ride- $2,000

Community After School Program, CASP, Inc. Be Fit- $13,000 Be Smart- $15,000 Be Smart, Kennedy- $10,000

Full Circle DHS Assisted Program- $26,000 Caregiver Education- $3,000 Saturday Scholarships- $3,000

Girl Scouts of Western Oklahoma Mentors to Leaders- $2,000

Meals on Wheels of Norman Meal Delivery- $100,000

Kaleidoscope Grief Support Kaleidoscope- $2,000

Thunderbird Clubhouse Health & Wellness- $18,435


2013 Annual Report UNITED WAY OF NORMAN

COMMUNITY IMPACT United Way of Norman is committed to make life in our community the best it can be for everyone. That means meeting the basic needs of people in crisis and addressing the root causes of problems that affect people’s lives. Our goal is to create lasting, measurable change... not just for today, but for generations to come.

EDUCATION VISION- Helping children and youth achieve their potential FOCUS- School Readiness, Early Grade Success, Middle School Success, High School Graduation Kevin is a Big Brother for Big Brothers Big Sisters. He’s also the Boomer mascot at OU. His Little Brother Jackson is proud to introduce him to friends and teachers. This has tremendously boosted his self-confidence. Jackson’s teacher has also commented on how well Jackson is doing in class. Kevin’s impact on Jackson has been significant. Jackson even recorded an OU football game just to fast forward to the parts with Boomer.

of 140 students in the Loveworks After School program completed 6th, 7th or 8th grade. improved one letter grade in at least one class and improved their absences.

INCOME VISION- Promote financial stability among people with low income FOCUS- Sustaining Employment, Income Supports, Savings & Assets, Manageable Expenses, Affordable Housing Loretta, John and their grandson had become homeless because John lost his long-time job. They were staying wherever they could while they waited for a spot at Food and Shelter. John had just begun a new job when they moved into the shelter. They stayed for three months and were able to save a little money. By utilizing rapid re-housing money from the United Way, Food and Shelter was able to assist them with a security deposit and first month’s rent on a 2 bedroom house. They have settled in and are now stably housed.

in attorney fees saved by clients in 105 cases at Legal Aid. Clients also recovered $96,840 in lump sum and $10,595 in continuing monthly amounts in child support and other benefits.


2013 Annual Report UNITED WAY OF NORMAN

HEALTH & SAFETY VISION- All children and adults are mentally and physically healthy. Children and adults live and maintain a safe environment. FOCUS- Affordable and Equitable Health Care, Healthy Lifestyles, Safety from Violence and Disaster Women’s Resource Center helped a college student who was raped. The staff member who was her Advocate accompanied her through a difficult VPO hearing and referred her to OU for counseling and other services. The student said she would not have finished school if she had not gone through the Rape Crisis Center at Women’s Resource Center and kept in contact with her Advocate. She graduated this year.

of 231 children in the CASP Be Fit program did 30 minutes of moderate to vigorous physical activity each school day. of parents reported their children increased their health and nutrition knowledge.

INDEPENDENCE VISION- Improving quality of life for seniors and persons with disabilities FOCUS- Able to Stay in Home of Choice, Provided Activities to Stay Engaged in the Community Maria is the fulltime caregiver for her grandson Chris. Chris is severely disabled and requires full assistance for everything. When she found Among Friends, Maria was at her wits end and needed help. She didn’t know about many of the services available to her. Among Friends got her set up with CART, since she didn’t drive. They also referred Maria to Aging Services, who signed up Chris to receive aides 20 hours a week. At first Chris would not stay at Among Friends without Maria, but he slowly got accustomed to the center. Now Chris is comfortable and comes to visit his friends. He loves to talk about wrestling and work on the computer. And Maria is getting the help she needs to better care for Chris and have some time to herself to rest, work or run errands.

of 50 clients r e c e i v i n g housekeeping services from Aging Services have remained in their own home.

hours of volunteer work provided by 160 volunteers at Meals on Wheels.


2013 Annual Report UNITED WAY OF NORMAN

COUNCIL VOLUNTEERS EDUCATION Autumn McMahon, Chair OU Susan Gladhill, Vice Chair MNTC Bryan Waldenville Journey Church Doug Cubberley Attorney Giovanni Perry Attorney, Perry Law Office Jim Adair Adair & Assoc.

Joe Paslay Larry Bartels Mariann Lawson Katie Merrick Sharon Heatly Christi Emig

YMCA Office Max Republic Bank & Trust Norman Public School Foundation Norman Public Schools Success by 6

Lori Fightmaster Nelson Dent Samantha Mohr Tory Tedder Nyky Wilson Robyn Castleberry Dinah Bolton

First American Bank Norman Public Library Office Max OEC First Fidelity Bank Moore Norman Technology Ctr. First Baptist Church

Heidi Smith Katie Fitzgerald Jennifer Newell Steven Caruthers Teresa Collado Clint Williams Brian Knight Carolyn Morgan Brenda Greene Shaun Mendez

Mary Abbott House CCFI Norman PD Tyler Sheet Metal NAIC Mary Abbott House Eide Bailly OU The Calling Andy Alligator’s

Christy Roberts Bob Staples Sherwood Taylor Michelle Traw Cathe Fox Lynn Haynes Kathleen Wilson Jessica Welp

Home Instead NSSL Balfour New Leash on Life Among Friends Meals on Wheels Aging Services Full Circle

INCOME Steve Elliott, Chair First American Bank Alice Thacker Community Volunteer Christi Moore CSBI Chuck Thompson Republic Bank & Trust Inger Giuffrida Financial Educator Joey Armstrong First Baptist Church Leona Chapman COCAA Lisa Krieg City of Norman

HEALTH & SAFETY Ann Way, Chair Community Volunteer Stephanie McGinnis Norman Regional Pam Sanford Thunderbird Clubhouse Patrick Grace OEC Heather Sebero Tobacco Control Program Betsy Gunn Community Volunteer Leslie Christopher Bramlett Multimedia Stacy Bruce YMCA Teresa Brown Norman Regional Jill Hazeldine Hazeldine Consulting

INDEPENDENCE Margaret Pape, Chair Community Volunteer Debbie Barnhill BancFirst Cindy Dimit Riverside Douglas Forsyth NOAA Maurine Garton Community Volunteer Jeff Hughes Progressive Independence Jim Martin OU Zarrow Center Justin Milner Norman Public Schools Cody Ponder CART


2013 Annual Report UNITED WAY OF NORMAN

DAY OF CARING Hundreds of Norman employees participated in the United Way’s 19th 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 2012 Day of Caring. Those volunteers came from 30 companies and volunteered at 27 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.

SUCCESS BY 6/SMART START NORMAN Success By 6/Smart Start Norman is an early childhood initiative established at United Way of Norman in 2005. Success By 6/Smart Start Norman is one of 18 communities across the state funded by Smart Start Oklahoma. While the initiative does receive some financial support from United Way of Norman, it does not receive any of the funding set aside for partner agencies. The vision of Success By 6/Smart Start Norman is to coordinate services in our communities to ensure that all children are safe, healthy, eager to learn and ready to


2013 Annual Report UNITED WAY OF NORMAN

succeed by the time they enter school. Take a look at some of the accomplishments from last year. COMMUNITY RESOURCE VAN The Community Resource Van is one way Success By 6/Smart Start Norman is addressing barriers in our community. Its mission is to take educational resources to where families are. The primary focus of the van is literacy and parent education. • The van made weekly stops at one apartment complex and one elementary school. • The van made monthly visits to the Noble Public Library. • The van attended 15 community events. • 4086 books were distributed to children and parents. HEALTH CARE SCREENINGS Free Health Screenings were provided to 63 children under the age of 5. Screenings included vision, hearing, dental and height and weight. Information was distributed about health issues, health care services and early childhood programs. Fingerprinting and immunizations were also available. PRESCRIPTION FOR READING Success By 6/Smart Start Norman distributed 450 information packs to new parents through 3 doctors, WIC and Health For Friends. The packs include a new book, a parent guide and a prescription from their doctor to read to their child every day. EARLY BIRDS Early Birds was first offered in Norman in 2011 as a pilot program for families of children 0 – 5 years old. It continues to be offered to 40 families of children 0 – 4 years old but has expanded and is offered to the families of all children enrolled in Norman Public School’s Pre-K program. During the 2012-2013 school year, the families of 391 Pre-K students participated in at least 1 class. It is also offered at Northmoor Elementary in Moore and to families whose first language is Spanish.


2013 Annual Report UNITED WAY OF NORMAN

STATEMENT OF FINANCIAL ACTIVITIES Year Ended on June 30, 2013 Temporarily Revenues Campaign revenue Less: Donor designations Uncollected pledges expense

Net campaign revenue

Success by Six: State grants Federal grants Matching donations Other donations In-kind donations Interest income

Unrestricted

Restricted

$

$

1,990,706 (12,697) (77,477)

Total -

$

1,990,706 (12,697) (77,477)

1,900,532

-

1,900,532

577 93,442 13,128

56,107 4,105 31,732 162,015 -

56,107 4,105 31,732 162,572 93,442 13,128

2,007,659

253,959

2,261,618

274,974

(274,974)

-

2,282,633

(21,015)

2,261,618

Expenses Functional expenses Management and general Community outreach Resource development Income Council Education Council Health & Safety Council Independence Council Success by Six

92,735 117,582 329,821 33,936 69,512 62,444 48,184 194,769

-

92,735 117,582 329,821 33,936 69,512 62,444 48,184 194,769

Total functional expenses

948,983

-

948,983

Allocations to agencies

1,383,039

-

1,383,039

Total expenses

2,332,022

-

2,332,022

Change in net assets

(49,389)

(21,015)

(70,404)

Net assets, beginning of year, as restated

653,533

89,762

743,295

Satisfaction of time and program restrictions

Total revenues and other support

Net assets, end of year

$

604,144

$

68,747

$

672,891


2013 Annual Report UNITED WAY OF NORMAN

STATEMENT OF FINANCIAL POSITION June 30, 2013 ASSETS Current Assets Cash and cash equivalents Pledges receivable, net of allowance for uncollectible pledges of $97,970 and $83,800, respectively State grant receivable Other receivables Deposits

$ 1,338,715 750,862 16,605 100 2,106,282

Total Current Assets

16,107

Fixed assets, net

$ 2,122,389

Total Assets

LIABILITIES AND NET ASSETS

Current Liabilities Accounts payable Accrued vacations Other accrued liabilities Campaign allocations payable Total Liabilities

$

92,416 2,960 2,622 1,351,500 1,449,498

Net Assets Unrestricted Temporarily restricted

604,144 68,747

Total Net Assets

672,891

Total Liabilities and Net Assets

$ 2,122,389


2013 Annual Report UNITED WAY OF NORMAN

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 12.98%. 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 FY2013 Annual Report  
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