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FY2017 ANNUAL REPORT June 2016 - July 2017

2424 Springer Drive, Suite 304 Norman, OK 73069 405.329.2025 www.UnitedWayNorman.org


FY2017 Annual Report UNITED WAY OF NORMAN

United We Fight. United We Win. United Way of Norman FIGHTS for better education, financial stability, health and independence for every person in our community. We connect our donors to the need in the community... 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.

WHAT WE DO

IDENTIFY challenges and solutions COORDINATE resources SUPPORT quality programs IMPROVE lives

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


FY2017 Annual Report UNITED WAY OF NORMAN OUR WORK

United Way of Norman funded 40 programs at 27 organizations in FY2017. These programs provided vital assistance in our focus areas of Education, Financial Stability, Health and Independence. All programs are required to measure and report their progress, ensuring that all donations are wisely invested to meet the highest identified necessities. United Way of Norman also participates in or leads several community initatives. These initiatives supplement the work done by our funded partners and help our community find and fill any gaps in service. United Way of Norman’s funded programs and intiatives provide important services to many communities in southern Cleveland County, Oklahoma. Those communities include Norman, Noble, Little Axe and Lexington.


FY2017 Annual Report UNITED WAY OF NORMAN

STATEMENT OF FINANCIAL ACTIVITIES Year Ended on June 30, 2017 Unrestricted Revenues Campaign revenue Less: Donor designations Uncollected pledges expense

Temporarily Restricted -

$ 1,899,607 (283,684) (115,450)

1,500,473

-

1,500,473

681 39,274 (595) 11,710

81,875 -

82,556 39,274 (595) 11,710

1,551,543

81,875

1,633,418

73,225

(73,225)

-

1,624,768

8,650

1,633,418

Expenses Functional expenses Management and general Community outreach Resource development Financial Stability Education Council Health Council Independence Council Success by Six

93,416 139,836 287,630 55,679 43,868 67,858 49,939 10,827

-

93,416 139,836 287,630 55,679 43,868 67,858 49,939 10,827

Total functional expenses

749,053

-

749,053

Gross funds awarded to agencies Less: Donor designations

1,214,087 (275,347)

-

1,214,087 (275,347)

938,740

-

938,740

-

3,219

3,219

1,687,793

3,219

1,691,012

Change in net assets

(63,025)

5,431

(57,594)

Net assets, beginning of year

588,027

50,887

638,914

Net campaign revenue

Other donations In-kind donations Gain (loss) on disposal of assests Interest income

$ 1,899,607 (283,684) (115,450)

Satisfaction of time and program restrictions

Total revenues and other support

Net funds alocated to agencies Restricted funds transferred to other entities

Total expenses

Net assets, end of year

$

525,002

$

Total

$

56,318

$

581,320


FY2017 Annual Report UNITED WAY OF NORMAN

STATEMENT OF FINANCIAL POSITION June 30, 2017 ASSETS Current Assets Cash and cash equivalents Pledges receivable, net of allowance for uncollectible pledges of $100,351 State grants receivable Deposits

$ 1,120,190 681,629 100 1,809,919

Total Current Assets

7,861

Fixed assets, net Total Assets

$ 1,809,780

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

$

8,914 3,408 4,650 143 1,211,345 1,228,460

Net Assets Unrestricted Temporarily restricted

525,002 56,318

Total Net Assets

581,320

Total Liabilities and Net Assets

FUNDRAISING COSTS

$ 1,809,780

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 14.61%. The amount needed to generate funds on behalf of the United Way of Norman’s partner agencies is included in the campaign goal each year.


FY2017 Annual Report UNITED WAY OF NORMAN

BOARD OF DIRECTORS

STAFF

Chairperson Rennie Cook Vice Chair Ben Odom Treasurer Steve Corley Immediate Past Chair Leslie Christopher Audit Chair Mike Murphy

Triumph Team

President Daren Wilson

Odom, Sparks & Jones

Sr. Vice President Kathy Holder

Eide Bailly

VP of Marketing & Communications Jed Dembowski

BOLD Multimedia

Director of Community Impact Diane Murphree

Campaign Chairs Robin Allen Mark Millsap Joey Wishnuck J.D. Younger Impact Council Chairs Education Mike Murphy Financial Stability Nyky Wilson Health Betsy Gunn Independence Debbie Barnhill

Oklahoma State Bank Signature Custom Pools The Norman Transcript Aria Development Edmond Police Dept.

Director of Information Systems Laurie Bass Campaign Coordinator/Impact Administrator Mati White

Oklahoma State Bank First Fidelity Bank University of Oklahoma BancFirst

Other Members Jeff Bryant City of Norman Vicky Bumgarner University of Oklahoma Robyn Castleberry Moore Norman Technology Center Sean Crandall First Fidelity Bank Vicki Davis Johnson Controls M.J. Farzaneh Home Creations Patrick Grace Oklahoma Electric Cooperative Carly Hill Chickasaw Nation Industries J.T. Johnson Weather Decision Technologies John Koons OGE Energy Corp. Alesha Leemaster Norman Public Schools Deidra Peters Republic Bank & Trust Paula Price Norman Regional Health System Christine Robb OU Student Sarah Smith Republic Bank & Trust Dr. Mike Stice University of Oklahoma George Wilson Hitachi


FY2017 Annual Report UNITED WAY OF NORMAN

CAMPAIGN CABINET Campaign Chairs Robin Allen Mark Millsap Joey Wishnuck J.D. Younger

Signature Custom Pools The Norman Transcript Aria Development Edmond Police Dept.

Employee Drives Kevin Hopper Aaron Jaqua Jerry Ward Steve Bajema Sierra Eberle Joshua Whittington Steve Elliott

MidFirst Bank Eide Bailly MidFirst Bank First Fidelity Bank Arvest Bank Business Banking Frontier State Bank

Professional Tom Cooper First United Bank James Chappel OGE Energy Corp. Kelley Grace Eide Bailly Brian McPherson Shelter Insurance Jake Smith Classic Vision David Swank University of Oklahoma Public Service Linda Price Alesha Leemaster

Community Volunteer Norman Public Schools

Corporate Gifts Korey McMahon McMahon Marketing Stephany Haxel Haxel Real Estate Jake Haxel Haxel Real Estate Shanna Byrd Garner Insurance Heather Davis Employee Benefit Advisors Peggy Doviak DM Wealth Management April Nigh Maid OK University of Oklahoma Becky Barker John Banas Beth Gatewood Matt Hamilton

University of Oklahoma University of Oklahoma University of Oklahoma University of Oklahoma

Events Mark Krittenbrink

Krittenbrink Architecture

Celebrity Sing Jennifer Baker Krystyn Richardson Liz Barfield Katie Block Nancy Coggins Carly Hill Farooq Karim Lee Ann Kennedy Nyky Wilson

Sooner Theatre BOLD Multimedia Nosh Restaurant BancFirst Sooner Theatre Chickasaw Nation Ind. Rees Associates Moore Norman Tech Ctr. First Fidelity Bank


FY2017 Annual Report UNITED WAY OF NORMAN

PACESETTER COMPANIES 1NB Financial Center ABLE Aging Services American Red Cross Among Friends Aria Development Arvest Bank AT&T BancFirst Bank of Oklahoma Bethesda Big Brothers Big Sisters Bridges CASA CASP CCFI City of Norman Dillard’s Eide Bailly First Bank & Trust First Fidelity Bank First United Bank Food & Shelter Food for Thought Full Circle Girl Scouts Gray, Blodgett & Co. Hitachi Home Creations Ideal Homes Johnson Controls Kaleidoscope

Legal Aid Mary Abbott Children’s House McClain Bank Meals on Wheels Moore Norman NAIC Norman Regional Health System Norman Stamp & Seal OGE Energy Corp. Oklahoma Electric Cooperative Oklahoma State Bank ONG Parents Helping Parents Project Outreach Republic Bank & Trust Reynolds Ford Lincoln Mazda RSVP Salvation Army SportsTalk 1400 Super Target Technology Center The McKinney Partnership The Norman Transcript Thunderbird Clubhouse Transition House United Way of Norman University of Oklahoma Valliance Bank Variety Care Weather Decision Technologies Women’s Resource Center


FY2017 Annual Report UNITED WAY OF NORMAN

FUNDED PARTNERS EDUCATION

American Red Cross Disaster Preparedness & Response Big Brothers Big Sisters One-to-One Mentoring

Among Friends Exercise/Therapy Program

Bridges Student Assistance

Bethesda Outreach & Prevention Therapeutic Counseling

Center for Children and Families, Inc. Boys and Girls Club Early Childhood Education and Parent Support Services

Center for Children and Families, Inc. Healing and Preventing Child Abuse and Neglect

INDEPENDENCE

Cleveland County CASA Court Appointed Special Advocates

ABLE Vocational Program

Community After School Program (CASP) Be Fit Club

Food and Shelter, Inc. Food & Day Shelter Legal Aid Legal Aid to Low Income Individuals The Salvation Army Emergency Shelter Getting Ahead Program

Food For Thought Pantry Partners Training Program

HEALTH

FINANCIAL STABILITY

Community After School Program (CASP) Be Smart Club

Girl Scouts Leadership Development at OK Juvenile Center for Girls Kaleidoscope Grief Counseling and Support

Thunderbird Clubhouse Piggy Bank Project

Mary Abbott Children’s House Medical Assessment

ABLE Residential Program

Norman Addiction and Information Center Adult and Family Addiction Treatment and Education Adolescent Addiction and Treatment

Aging Services Housekeeping Services

Parents Helping Parents 24 Hour Crisis Hotline

Among Friends Activity Center

Thunderbird Clubhouse Health and Wellness

Full Circle DHS Scholarship Program

Transition House Community Outreach Transitional Living

Meals on Wheels Meal Delivery Project Outreach Disability Daycare for Children RSVP of Central Oklahoma Volunteer Recruitment & Placement Program

Variety Care Dental Program Medical Program Women’s Resource Center Family Violence Shelter Prevention Education Rape Crisis Center


FY2017 Annual Report UNITED WAY OF NORMAN

COUNCIL VOLUNTEERS EDUCATION Mike Murphy, Chair Vicky Bumgarner Sharon Dean Sean Garibay Susan Gladhill Carly Hill

Oklahoma State Bank University of Oklahoma K-20 Center Arvest Moore Norman Tech Ctr. Chickasaw Nation Ind.

Derek Paiva Ann Rosales Scott Williams Jim Wilson Rondell Youngblood

Arvest Norman Public Schools Farmers Insurance Republic Bank & Trust YMCA

First Fidelity Bank BancFirst Financial Educator Eide Bailly Republic Bank & Trust

Christi Moore Kristin Mumiukha Chris Schemmer Tory Tedder-Loffland

CSBI Community Volunteer First Bank & Trust OEC

Community Volunteer NRH-TSET City of Norman Eide Bailly CC Health Dept Red River Youth Academy NRHS Chuck E Cheese Community Volunteer The Norman Transcript

Carolyn Morgan Justin Noel Rebekah Robinson Stephanie Roesler Charlene Shreder Kira Switzer Patti Truesdell Ann Way Riley Yeaman

University of Oklahoma YMCA Farmers Insurance Oklahoma State Bank OU Southwest Prevention Switzer Consulting Republic Bank & Trust Community Volunteer Yeaman & Associates

BancFirst First Fidelity Bank University of Oklahoma Norman Public Schools National Weather Center

Pat Huff Mandy McClure Tom Sherman Eva Smith Bob Staples

The Willows Republic Bank & Trust Fowler Holding Sooner Success Veterans Corner

FINANCIAL STABILITY Nyky Wilson, Chair Katie Block Inger Giuffrida Travis Lowry Mark McGuire

HEALTH Betsy Gunn, Chair Reita Babek Jeff Bryant Ben Cook Tara Douglas Katherine Leidy Stephanie McGinnis Shaun Mendez Nancy Mergler Mark Millsap

INDEPENDENCE Debbie Barnhill, Chair Steven Bajema Vicki Bumgarner Susan Favors Doug Forsyth


FY2017 Annual Report UNITED WAY OF NORMAN

INITIATIVE WORK EDUCATION ABC School Supply Program Each year, United Way of Norman distributes free school supplies to income-eligible families in Norman and some surrounding communities. Pre-K through 12th grade students in Norman, Noble, Little Axe, Lexington and Robin Hill are eligible to apply for the ABC School Supply Program. FINANCIAL STABILITY Financial Alliance of Norman (FAN) The Financial Alliance of Norman is comprised of local organizations with the common purpose of promoting the financial stability of local families and the community as a whole. It builds upon the strengths of its members to provide services and resources without duplicating similar efforts in the community. Working With What You’ve Got This is a free one-hour session discussing ways to make ends meet, basic budgeting, information about community resources, and assistance with access to banking. Understanding Your Credit Score During this free session you will obtain your credit report, and get one-on-one guidance and education about your credit report from a reputable financial institution. They will talk you through ways to improve your score and fix items that were recorded correctly. Fiscally Fit Boot Camp Fiscally Fit Boot Camp is a free, fun, and intensive 4 to 6 week workshop series designed to give you the tools you need to build a successful financial future. Volunteer Income Tax Assistance (Site Sponsor) Low-income households are eligible for free help filing their taxes at one of Norman’s Volunteer Income Tax Assistance (VITA) sites. Free tax help is made possible through collaboration between AARP, the Aging Services Division, CSBI, the Financial Alliance of Norman, the IRS, the University of Oklahoma College of Law, Pioneer Library Systems and United Way of Norman. INDEPENDENCE The disABILITY Coalition The mission of the coalition is to enhance the quality of life for persons with disabilities. Membership is composed of community partners, self-advocates, and family members. The Cleveland County disABILITY Coalition Resource Guide A project of the disABILITY Coalition, this resource guide is designed to help individuals with disabilities and their families. The guide is available on our website. The Senior Resource Guide & Directory This resource guide is designed to provide seniors and caregivers of Norman and Cleveland County with the most current information to navigate senior resources. The guide is available on our website.


FY2017 Annual Report UNITED WAY OF NORMAN

INITIATIVE WORK (cont.) HEALTH FamilyWize Prescription Discount Card FamilyWize cards are FREE prescription drug discount cards. Available for use by anyone in the community, the cards can reduce the cost of medicine by an average of 30% or more at participating pharmacies. Long Term Recovery Long term recovery continues community redevelopment after short term efforts immediately following a disaster have ended. Long term recovery presents opportunities to restructure the devastated region and simultaneously make it more disaster resistant. Caring 4 Tomorrow Caring 4 Tomorrow is an action plan to improve the overall health of our community. It includes 4 strategic priorities: Child Health, Substance Abuse, Mental Health and Obesity.

YOUTH LEADERSHIP 4 Reaching Everyday American Lives (4REAL) 4 REAL provides an opportunity for high school freshmen to enhance their leadership skills and improve their community. The program runs every spring and gives members a chance to meet other freshmen in Norman with similar interests. Activities include team building, leadership development, diversity and community service. Teen Advisors of Norman (TAN) TAN is open to incoming sophomores, juniors and seniors. Members identify problems and issues that kids, teens and families face, and address a way to solve them. Members are required to attend monthly meetings, fundraise and volunteer. A major event for TAN is Stuff the Bus, an annual school supply drive.


FY2017 Annual Report UNITED WAY OF NORMAN

DAY OF CARING The 2016 Day of Caring was another banner day for volunteering. More 560 employees from dozens of companies volunteered at 35 local nonprofit agencies. Volunteers worked on a wide range of projects. There was lots of painting and cleaning projects. Some groups tackled minor construction and landscaping. Other volunteers spent time with children or the elderly doing fun activities. 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, sort them and ready them for distribution. A special thanks to the National Center for Employee Development Conference Center and Hotel. They are an important part of Day of Caring. A group of employees from NCED volunteer to make boxed lunches for all the Day of Caring volunteers each year. It’s quite a task withso many volunteers. Thank you also to Bob Usry & Sons Plumbing. They deliver the lunches to the work sites, making sure all the volunteers are fed.


FY2017 Annual Report UNITED WAY OF NORMAN

CORPORATE SPONSORS

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

SIGNATURE SPONSORS

SPOTLIGHT SPONSOR

United Way of Norman FY2017 Annual Report  
United Way of Norman FY2017 Annual Report  
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