A 18
n
n
Sunday, February 23, 2014
TULSA AREA UNITED WAY
A Message from the Chairman of the Board of Directors and the President and CEO
The Tulsa Area United Way experienced a truly historic year in 2013.
For the first time in its 89-year history, our United Way surpassed $26 million
during the annual campaign for the community.
The astonishing amount was $959,826 beyond our original goal of $25,200,000.
This success is truly a testament to the deep and far-reaching generosity of our
community, and places the Tulsa Area United Way among the most elite United
Way organizations in the U.S.
The record-breaking 2013 campaign belongs to all of us – whether we give, receive or both.
The Community Collaborations initiative encourages local non-profit organizations
to work together in addressing broad-based community needs, such as homelessness or neighborhood improvement. The Venture Grants program provides funding
to jump start new and creative approaches to community challenges. Both programs foster innovation, shared responsibility and efficiency among agencies in
making the Tulsa area a better place to live, work and raise a family.
We’re looking forward to another banner year in 2014. Thank you for Living United!
Mark R. Graham
President and CEO
The surplus provided us with a unique and exciting opportunity to further
strengthen our investments in the community, including much-needed additional
funding for partner agencies.
This year, we also will expand our new Community Collaborations and Venture
Grants initiatives.
2013 Board of Directors
Board Chair:
Chet Cadieux - QuikTrip Corporation
Chair Elect:
Becky J. Frank - Schnake Turnbo Frank
Vice Chair:
Robyn Ewing - Williams
Secretary:
David Keglovits - GableGotwals
Assistant Secretary:
Clint Swanson - Rogers and Bell
Treasurer:
Mike Rhoads - Oklahoma Department of Insurance
Assistant Treasurer:
Cathy Gates - Ernst & Young, LLP
Ethics Officer:
Page Bachman - St. John Health System
Dr. Keith Ballard - Tulsa Public Schools
Basil Barimo - NORDAM
Jim Bender - WPX Energy, Inc.
D. Bruce Binkley - T.D. Williamson, Inc., Ret.
Jeff Callison - United States Postal Service
Steve Capron - Capron & Edwards, PC
Daniel L. Christner - John Christner Trucking
Dr. Gerard Clancy - The University of Oklahoma-Tulsa
William J. Collins, III - American Airlines
Paul Cornell - SpiritBank
Jeff Crippen - Omni Air International
Eric Draheim - Kimberly-Clark Corporation
Dan Ellinor - Bank of Oklahoma
Elizabeth Frame Ellison - Lobeck Taylor Family Foundation
Shane Fernandez - Crafton Tull
Kevin Gross - Hillcrest HealthCare System
Ted Haynes - Blue Cross and Blue Shield of Oklahoma
John Hewitt - Matrix Service Company
Betsy G. Jackson - Hall Estill
Jim Langdon - Langdon Publishing Company
Caron Lawhorn - ONEGas, Inc.
John W. Lindsay - Helmerich & Payne, Inc.
David Littlefield - Littlefield Brand Development
Bobby Lorton - The F & M Bank & Trust Company
Dean Luthey - GableGotwals
Steve Mackin - Cancer Treatment Centers of America
at Southwestern Regional Medical Center
Steve McIntosh - Williams
Mike Mears - Magellan Midstream Partners, L.P.
Mike Messick - Transport Workers Union of America, Local 514
Dennis Neill - Charles and Lynn Schusterman Family Foundation
Jim Norton - Jim Norton Toyota
Dave Ratcliff - CWA, Local 6012
Michael Rider - AFSCME, Local 1180
J. Brad Roberts - Hilti, Inc.
Eli Smith - Saint Francis Health System
Stuart Solomon - Public Service Company of Oklahoma
Stuart Sullivan - QuikTrip Corporation
Don Walker - ARVEST Bank
Board Interns
Amy Berry - Leadership Tulsa
Dezeray Edwards - TYPros
Melvin Murdock - New Voices
Ex-Officio Members
Michael Redman - Neuens Mitchell Freese, pllc
Mark R. Graham - Tulsa Area United Way
Chet Cadieux
Chairman, Board of Directors 2013
Financial Review - Financial Summary for years ended 12/31/13 and 12/31/12
(1)
2013
REVENUES
(2)
Contributions - Current Campaign
Contributions - Prior Years’ Campaigns
Collection Loss Provision
Non-Campaign Contributions
Special Grants
Net Investment Return
Other
Total Revenues
$24,433,574
1,006,256
(903,442)
250
190,000
267,096
5,549
$24,999,283
2012
Where the Dollars Come From
$24,768,669
984,126
(648,025)
7,682
150,000
179,599
16,199
$25,458,250
11% Foundations
26% Corporations
63% Employees and Individuals
EXPENSES
Program Services
Education
Health/Safety
Financial Stability
Collaborative and Venture Grants Funding
Other Special Funding
Partner Agency Relations
Total Program Services
Management and General Expense
Fundraising Costs
Total Expenses
$7,733,018
9,472,947
2,126,580
1,055,037
818,398
464,156
$21,670,136
1,043,042
1,483,250
$24,196,428
$8,573,566
8,573,566
1,491,055
791,543
612,172
402,984
$20,444,886
1,006,695
1,323,367
$22,774,948
Change in Net Assets
Less Change in Restricted Net Assets
Unrestricted Change in Net Assets
Unrestricted Net Assets, Beginning of Year
Unrestricted Net Assets, End of Year
802,855
(586,862)
1,389,717
10,218,889
$11,608,606
2,683,302
1,180,750
1,502,552
8,716,337
$10,218,889
Where the Dollars are Invested
8% Financial Stability
46% Education
46% Health & Safety
(1) 2013 amounts are unaudited. (2) As of 12/31/2013.
Leaders in Total Dollars Raised
Million Dollar Plus: Bank of Oklahoma; J.A. & Leta M. Chapman Trusts (1949 and 1966); ONEOK, Inc;
QuikTrip Corporation; Williams
$999K - $200K
Alliance Resource Partners, LP
American Airlines, Inc.
Blue Cross and Blue Shield of Oklahoma
H.A. & Mary K. Chapman Charitable Trust
Herman Kaiser Foundation
Hertz Corporation/Dollar Thrifty
J.E. & L.E. Mabee
Foundation, Inc.
Kaiser-Francis Oil Company
Kimberly-Clark Corporation
Magellan Midstream
Partners, LP
NORDAM
Omni Air International
Saint Francis Health System
Samson Resources Company
T.D. Williamson, Inc.
The Anne & Henry Zarrow Foundation
WPX Energy, Inc.
$200K - $100K
ARVEST Bank
AT&T
Broken Arrow Public Schools
Charles and Lynn Schusterman Family Foundation
City of Tulsa
D&L Oil Tools
Enterprise Holdings
Ernst & Young, LLP
Explorer Pipeline
Family & Children’s Services
Hall Estill
Hilti
Hogan Taylor
Holly Frontier Refinery
Jim Norton Auto Group
Ketchum Charitable Foundation
Matrix Service Company
Pepsi Beverages Company
Public Service Company of Oklahoma
Samson Energy Company, LLC
Senior Star Living
St. John Health System
The F&M Bank & Trust Company
Tulsa Area United Way
Tulsa County
Tulsa Public Schools
Union Public Schools
United States Postal Service - Customer Service
Administration
VA Regional Office
$99K - $50K
American Residential Group
BancFirst - Tulsa
Cimarex Energy
Citizens Security Bank and Trust Company
CommunityCare, Inc.
Conner & Winters, LLP
Frederic Dorwart Lawyers
GableGotwals
Goodwill Industries of Tulsa
Hillcrest HealthCare System
Hille Foundation
John Christner Trucking, Inc.
Lobeck Taylor Family Foundation
Melton Truck Lines, Inc.
OSU in Tulsa
OU-Tulsa Schusterman Center
Spirit AeroSystems
State Farm Insurance Companies
The Helmerich Foundation
The Holmes Organisation, Inc.
Tulsa Community College
Tulsa World Media Company
Unit Corporation
United States Postal Service - Plant
University of Tulsa
UPS
VA Medical Center - Jack C. Montgomery Hospital
Warehouse Market, Inc.
Whirlpool Corporation
Zarrow Families Foundation
$49K - $30K
AAON, Inc.
American Heritage Bank
Anchor Gasoline Corporation
Arby’s
AVB Bank
Baker Hughes
BKD, LLP
Commerce Bank
Community Service Council of Greater Tulsa
Cyclonic Valve Company, Inc.
Deloitte
First National Bank & Trust of Okmulgee
First Oklahoma Bank
Flintco, LLC
Grant Thornton
Jackie Cooper Imports of Tulsa, LLC
John Steele Zink Foundation
LIFE Senior Services
Luxa Enterprises, LLC
Mid-Continent Group
MidFirst Bank
Nadel & Gussman, LLC
PennWell Corporation
Ramsey Industries, Inc.
Seminole Energy Services
Target Corporation
TTCU - The Credit Union
Tulsa Federal Credit Union
Tulsa Regional Chamber
Tulsa Technology Center
U.S. Army Corps of Engineers
Wal-Mart Stores, Inc.
Willbros Engineering
Youth Services of Tulsa
We thank the Tulsa World and BH Media group for donating the 2013 Annual Report as well as other advertising during the year.
All efforts were made for accuracy in this Annual Report. TAUW regrets any errors or omissions. Please notify us with any corrections.