2008 Annual Report

ANNUALREPORT

2008UNiTEd WAyOf CENTRAL OkLAhOmA

iN 2008, ThOUSANdS Of CENTRAL OkLAhOmANSOPENEd ThEiR hEART. LENT ThEiR mUSCLE. fOUNd ThEiR vOiCE. GAvE GENEROUSLy.

ThOUGhT Of WE bEfORE mE. REAChEd OUT A hANd TO ONE ANd

iNfLUENCEd ThE CONdiTiON Of ALL.

ThAT’S WhAT iT mEANS TO

LIVE UNITED.

TAbLEOf CONTENTS

Letter from the Chairman

Community Partnerships

Hurricane Gustav Shelter

Student Success Summit

Focus Areas

Successful Kids

Strong Families

Independent Living

Healthy Citizens

Community Preparedness

Accountability

Media Partners

Campaign Results

Statement of Activity

Statement of Financial Position

Community Investments

Board of Directors

3

4

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12

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18

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27

In my last year as Chairman of the Board, I was privileged to be a

part of many exciting ventures with United Way of Central Oklahoma.

During 2008, we saw four years of hard work come to fruition when

we moved into our new building. We also adopted a new advertising

message, LIVE UNITED, and we raised a record amount through our

fundraising campaign.

Our evolution as a community leader continued. Though United Way

will always be a significant funder of local programs, increasingly we

are called upon to join with other leaders to address critical issues

facing our community. In response to Hurricane Gustav, United

Way worked with the City of Oklahoma City to provide a shelter

for evacuees, in our first operation as the primary social services

coordinator following a large-scale disaster requiring mass care in

our area.

We remain focused on the work accomplished through our 60

Partner Agencies. They are absolutely dedicated to providing

services to those who need it most. Although we saw an economic

downturn in 2008, the citizens of central Oklahoma saw the needs

of our local people and were very generous in their response. They

contributed a record $18.56 million through the 2008 fundraising

campaign, in turn helping 388,468 central Oklahomans.

Over the years I’ve seen, first hand, the amazing work donors and

volunteers accomplish through United Way, and it gives me great

pride to be associated with such an organization. Thank you for

allowing me to be a part of it.

Sincerely,

Luke CorbettBoard ChairmanUnited Way of Central Oklahoma

“I’VE SEEN, FIRST HAND,

THE AMAZING WORK DONORS AND VOLUNTEERS ACCOMPLISH

THROUGH UNITED WAY,AND IT GIVES ME GREAT PRIDE TO BE ASSOCIATED WITH SUCH AN ORGANIZATION.”

LETTER fROm ThEChAiRmAN

dEAR fRiENd Of UNiTEd WAy,

Luke Corbettboard Chairman

Living United for 25 years 3

From funding Partner Agencies to leading collaborations that result in

new entities or programs, we are proud of the work we do to connect

and enhance local services. In this decade alone, United Way has helped

create the Elder Abuse Shelter at Sunbeam Family Services, Central

Oklahoma Turning Point, Smart Start Oklahoma, and the 2007 ice storm

shelter at the Cox Convention Center.

In 2008, two critical partnerships stand out: a joint effort to engage high

school students in addressing our local dropout rate and operational

support for the shelter that housed Hurricane Gustav evacuees.

Increasingly, we are called upon to stand in the gap to resolve broad

community problems. We shoulder this role with honor as a unique

connector of partners in the public, private and nonprofit sectors.

United Way of Central Oklahoma’s history is steeped in partnerships that have shaped our community.

COmm

UNiTy PARTNERShiPS

“WORKING WITH LABOR RELATIONS

THROUGH UNITED WAY I WAS ABLE TO SEE THE IMMEDIATE EFFECT

THE PARTNERSHIP HAD ON HURRICANE GUSTAV EVACUEES. THEY WERE REALLY THANKFUL WE WERE THERE TO GIVE THEM A PLACE TO LAY THEIR HEAD

AND A COMFORTING MEAL.”

mildred davisUnited Way Labor Relations disaster Relief Team volunteer Living United for 20 years

GUSTAvShELTER

following the joint efforts to respond to the ice storm of december 2007, United Way of Central Oklahoma was asked to serve as the City of Oklahoma City’s coordinator for social services during large-scale disaster response.

With an historic focus on Community Preparedness and our

strong network of Partner Agencies, we were ready to accept this

responsibility and a new community response plan was created.

The plan was tested in September 2008 as Hurricane Gustav

made landfall Labor Day weekend in the Gulf Coast. Nearly

1,800 Louisiana residents with no means of evacuating the

area on their own were brought by bus to Oklahoma City. Under

the City of Oklahoma City’s leadership, United Way, many

of its Partner Agencies and dozens of other disaster relief

organizations joined together to provide a safe haven.

As part of the Incident Command System managing the shelter

operation, United Way staff and volunteers were on site to

help address social service issues. Partner Agencies joined us

bringing their unique skills to the shelter. Staff and volunteers

from the American Red Cross, Boy Scouts of America,

Catholic Charities, NorthCare, Metropolitan Better Living

Center, Salvation Army, YMCA and others provided childcare,

recreation, clothing, counseling, meals and emotional support.

in October 2008, United Way partnered with the Oklahoma City Public School district, the City of Oklahoma City, and the Greater Oklahoma City Chamber of Commerce to host a Student Success Summit as part of the America’s Promise Alliance dropout Prevention Program.

While Oklahoma City was one of 20 communities throughout

the United States that hosted meetings focused on local

dropout prevention, our city was the only one that included

students in the event.

In fact, students made up the entire audience. Two hundred

ninth graders arrived at the Cox Convention Center to share

their ideas about why kids drop out and what can be done to

help. Since then, additional focus groups with freshmen and

sophomores have been held at United Way.

In Oklahoma County, nearly 20 percent of high school

students will drop out before graduation. United Way and the

Oklahoma City Public School District are using the information

the students provided to develop a prevention plan. There

are many factors, but the students made it clear that there is

a great need for more involvement in their lives from caring

adults. Enhancing and expanding local tutoring and mentoring

programs will be a critical component of our plan to reduce the

local dropout rate.

STUdENT SUCCESS SUmmiT

7

By aligning our work around Successful Kids, Strong Families, Independent

Living, Healthy Citizens, and Community Preparedness we are creating

lasting changes in people’s lives so that everyone has an opportunity for a

better life. We all win when a child succeeds in school, when a family finds

financial stability, when the disabled and elderly find independence, when

our citizens are healthier, and when our community is prepared for disaster.

In 2008, United Way served 388,468 people and invested a record

$10,739,749 in local programs with measurable outcomes at 60 outstanding

Partner Agencies. Details of our funding by Focus Area as well as by program

may be found in the following pages.

five focus Areas guide everything we do at United Way of Central Oklahoma.

SUCCESSfUL kidSSTRONG fAmiLiESiNdEPENdENT LiviNGhEALThy CiTiZENSCOmmUNiTy PREPAREdNESS

2008 - 2009 fOCUS AREA fUNdiNG diSTRibUTiON

28%

13%

17%

21%

21%

fOCUS AREAS

SUCCESSfUL

kidS 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.

Making sure children are prepared for school is a

critical component of our Successful Kids focus.

Through funding to Celebrations Preschool, United

Way ensures that children from Spanish-speaking

homes are ready to attend English-speaking

schools. After just three quarters, a majority of

three-year-old students are using English in daily

conversation, an 83 percent improvement.

Research shows that even one caring adult can

have a dramatic impact on a child’s life and

future success. United Way supports one-to-one

mentoring through Big Brothers Big Sisters where

at-risk kids are matched with a “big.” Seventy-

four percent of the children show improved school

performance and 98 percent say that their mentor

makes them feel important.

Productive citizens must first be successful

students who earn a diploma. United Way Partner

Agency Youth Services for Oklahoma County is

helping homeless teens overcome immense odds

in order to graduate from high school through

the SKIL (Supporting Kids in Independent Living)

program. In 2008, 98 percent of SKIL seniors, like

these touring Oklahoma City Community College,

graduated and most had finalized their post-

graduation plans.

American Red Cross of Central Oklahoma Youth ServicesBig Brothers Big Sisters of Oklahoma, OKC Office One-to-One MentoringBoy Scouts of America, Last Frontier Council Comprehensive Youth Development Learning for Life Outreach Program PersonnelBoys & Girls Club of Oklahoma County McKinley Park Club Memorial Park/Taft Teen CenterCamp Fire USA Heart of Oklahoma Council OKC Comprehensive Youth Development OKC In-School Programs Program PersonnelCelebrations Preschool, Inc. PreschoolCitizens Caring for Children Resource CenterCoffee Creek Riding Center for the Handicapped Therapeutic Riding ProgramGirl Scouts, Western Oklahoma Comprehensive Youth OutreachJohn W. Keys Speech & Hearing Center Language PreschoolMoore Youth & Family Services, Inc. Moore Alternative School & Treatment ProgramOklahoma United Methodist Circle of Care Child SHARE (Shelter Homes: A Rescue Effort)Parents Assistance Center Child Abuse PreventionPositive Tomorrows EducationSalvation Army, OKC Area Command Boys & Girls ClubSpecial Care, Inc. Childcare - Special Needs Program PersonnelSunbeam Family Services, Inc. Child Development Center Therapeutic Foster Care Program PersonnelTinker AFB Youth Center Social Programs Special Events Sports ProgramYMCA of Greater Oklahoma City School Age Child Care TeensYouth Cornerstone After School CoolYouth Services for Okahoma County, Inc. Supporting Kids in Independent Living (SKIL)

6,500

359

5,8117,914

88923,042

8432,527

6,7852,876

214

1,828

196

10,9921,499

34

43

238

658

75

738

135

16457

3,5002,500

800

2,0003,500

75

94

46,587

153,491

294,14063,35354,30340,727

16,065108,935

151,33566,81127,387

120,000

95,000

85,236

215,31334,000

8,500

75,630

16,000

134,400

74,999

177,339

260,90038,985

277,56226,25520,000

8,1041,3658,460

152,00070,000

23,200

30,000

TOTAL INVESTMENT: $2,976,382

Partner Agency 2008 / 2009 UW FundingClients Served

11

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

Financial stability is a core component of a Strong

Family. At Urban League, United Way supports the

Employment and Training programs so that able adults

may improve their job skills and increase their incomes.

Sixty - five percent of participants develop a career plan,

40 percent obtain employment, and 70 percent of those

maintain that employment.

The Oklahoma Department of Libraries estimates that

140,000 adults in Oklahoma County are functionally

illiterate. United Way funding at Community Literacy

Centers helps adults learn to read or improve their skills.

Eighty - six percent of participants say that their level of

task confidence is significantly increased.

Strengthening families includes improving living

conditions. United Way supports Possibilities so that

local people have tools to improve their communities

themselves. At Possibilities Innovation Program,

participants learn facilitation, public speaking, and conflict

resolution in order to engage their peers to improve their

neighborhoods, schools, houses of faith, and businesses.

More than 80 percent of graduates report improved

techniques to apply in their communities.

Catholic Charities of the Archdiocese of OKC Family HOPE Holy Family Home Immigration Services

Community Literacy Centers Basic Skills LEAP Tutor Training

Consumer Credit Counseling Service (CCCS) Education

HeartLine, Inc. Volunteer Center

Latino Community Development Agency Community Development Riverside Community Center

Legal Aid Services of Oklahoma, Inc. Oklahoma City Law Office

Mental Health Association of Central Oklahoma, Inc. Core Program Information & Referral

Parents Assistance Center Violence Prevention

Positive Tomorrows Family Support Services

Possibilities, Inc. Participatory Community Capacity Building

RSVP of Central Oklahoma, Inc. America Reads Tutoring & Mentoring

Salvation Army, OKC Area Command Social Services

Urban League of Greater Oklahoma City, Inc. Economic Development Education & Workforce Development Housing Youth & Family Assistance Program Personnel

46,76275,000

164,612

29,57132,45813,000

29,000

45,750

120,13418,360

124,697

70,49311,279

24,600

74,999

23,500

17,000

202,498

67,531109,04437,74050,03539,833

1,19234

1,307

261556158

31,113

21,172

100,00078,690

2,930

44,397603

45

1,052

50,000

1,890

82,041

7841700764998

3873



13

iNdEPENdENT

LiviNG 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.

Caring for an aging loved one can be a

tremendous burden for a family. United Way

funds Daily Living Centers so that older adults

have a safe, nurturing environment allowing

their caregivers to maintain a work schedule and

their personal interests. Ninety-two percent of

caregivers indicated that the services of Daily

Living Centers allow them to maintain normal

daily activities.

Creating access to job skills and the opportunity to

be employed for the disabled is an integral part of

United Way’s focus on Independent Living. Partner

Agency Employment and Residential Centers (EARC)

does just that. More than 50 percent of participants

are achieving a high level of accomplishment in use

of new job skills.

Funded by United Way, YMCA’s Lincoln Park

Senior Center provides a comfortable atmosphere

that encourages social interaction, physical

activity and educational opportunities, so that

older adults remain actively engaged in the

community. Ninety-eight percent of seniors

attending the Center say they spend more time

with their friends through their participation at

Lincoln Park.

Areawide Aging Agency, Inc. Program Personnel

Daily Living Centers Adult Day Health Care Eldercare Case Management

Dale Rogers Training Center Adult Rehab Auxiliary Day Care Auxiliary Transportation Special Needs Camp Tumbleweed

EARC, Inc. The Trails

Hospice of Oklahoma County, Inc. Hospice of Oklahoma County

John W. Keys Speech & Hearing Center Hearing Aid Bank

Lennie Marie Tolliver Alternative Care Center* Geriatrics

Metropolitan Better Living Center Adult Day Health Care

Neighborhood Services Organization, Inc. Palo Duro Program Personnel

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

Oklahoma Goodwill Industries, Inc. Extended Rehabilitation

RSVP of Central Oklahoma, Inc. Professional Volunteer Services Provide-A-Ride Transportation Telephone Buddies Volunteer Recruitment & Placement

Salvation Army, OKC Area Command Senior Citizens Services

Sunbeam Family Services, Inc. Emergency Senior Shelter Senior Companion Services

YMCA of Greater Oklahoma City Lincoln Park Senior Center

YWCA Oklahoma City Youth & Adult Services

35,000

183,50026,500

51,0667,082

49,24716,41113,375

71,481

169,987

14,500

18,973

57,700

41,55037,500

137,000

50,000

4,20052,8006,000

44,200

358,179

74,398167,474

78,000

43,013

5,85025,000

11725351734

55

445

72

71

190

27

832

265

93957334

1,315

7,782

116573

250

905



*funding relationship terminated on march 1, 200915

hEALThy 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.

Through United Way Partner Agency D-DENT,

Dentists for the Disabled and Elderly in Need of

Treatment, low-income, uninsured senior and

disabled adults have access to quality dental care.

Not only do these clients receive major restorative

services like crowns and dentures at no cost, 62

percent also report learning basic dental care – skills

that can prevent costly procedures in the future.

Thirty percent of Oklahoma adults suffer from

arthritis. United Way supports the Arthritis

Foundation, Oklahoma Chapter, so that those

affected are healthier through education about the

disease and pain management techniques. Seventy-

five percent of clients report an increased ability to

perform daily tasks while 66 percent say their pain is

less intense as a result of their experience.

Addiction affects both the abuser and the family.

United Way encourages healthy lifestyles through

counseling services at A Chance to Change. The

program serves addicts and their families with

impressive results. Ninety percent of participants

remain clean and sober, see improvement in their

emotional and mental health, and enjoy improved

relationships with their loved ones.

American Heart Association Nat’l Research & Program Development Cardiovascular Research Program Community Education Health Site School Site Work SiteAmerican Lung Association of Oklahoma Public Education American Red Cross, Canadian Valley Chapter Armed Forces Emergency Services Health & Safety ServicesAmerican Red Cross of Central Oklahoma Armed Forces Emergency Services Health & Safety ServicesAmerican Red Cross, Heart of Oklahoma Chapter Armed Forces Emergency Services Health & Safety ServicesArthritis Foundation, Oklahoma Chapter Patient & Community Service Public Health EducationBethesda, Inc. Girls Therapeutic HealingCalm Waters Center for Children & Families Center-based Support GroupsCatholic Charities of the Archdiocese of OKC Oklahoma City CounselingCentral Oklahoma Integrated Network System, Inc. Central Oklahoma Project AccessA Chance to Change Family Assistance ProgramD-DENT, Inc. Oklahoma City Preventative Oklahoma City Restorative Program PersonnelEaster Seals Oklahoma Medical Rehabilitation TherapyHeartLine, Inc. Suicide PreventionMental Health Association of Central Oklahoma Sunbridge Counseling TeenScreenNorthCare Adult ServicesOklahoma Medical Research Foundation (OMRF) Research ProgramSafe Kids Oklahoma Safe Kids Buckle UpSunbeam Family Services, Inc. Counseling Services Urban League of Greater Oklahoma City, Inc. Community HealthVariety Health Center, Inc. Family Planning Obstetric Clinic Pediatric ClinicYouth & Family Services, Inc. Community Counseling Program Personnel

32,00028,50068,00011,03824,81920,694

74,646

3732,293

297,672245,839

2,76510,507

80,94033,060

25,000

30,000

2,200

23,640

45,000

19,00051,3387,600

25,000

18,300

12,21930,000

237,000

115,000

22,070

171,873

18,497

47,565188,144209,000

16,8743,375

36,750300

55,700660

10,040

1,2509,500

5,15025,500

75115,942

30,22549,783

223

526

476

3,603

99

1,800780

251

3,710

641,311

7,904

3,062

2,366

1,742

4,0872,0209,174

446


INVESTMENT TOTAL: $2,251,841 17

COmmUNiTy PREPAREdNESSUnited Way is preparing our community to respond to individual and community emergencies.

As part of our preparedness plan, United Way funds

Salvation Army, an organization that daily feeds and

houses those affected by individual and community

emergencies. Not only do they meet immediate needs,

they are also successful in helping people get back on

their feet. Eighty percent of the women and families

living in their shelter have moved into transitional or

public housing, a solid step toward self-sufficiency.

Partner Agency Travelers Aid/Upward Transitions is

focused on individual emergencies. With United Way

support, they are working to prevent homelessness by

providing utility, rent and deposit assistance. Ninety

percent of clients receiving financial aid were able

to remain in their homes thanks to this extra nudge

of support.

Oklahoma ranks among the top 20 states in the

nation for incidences of domestic violence. United Way

supports our community’s only shelter specifically for

abused women and children at Partner Agency YWCA.

Though these women are experiencing a personal

disaster when they arrive at the YWCA Emergency

Shelter, 91 percent feel safe at the shelter and 64

percent report achieving sufficient financial stability

to remain independent from their abuser as they

transition from the shelter into the community.

American Red Cross, Canadian Valley Chapter Disaster Services

American Red Cross of Central Oklahoma Community Services Disaster Services

American Red Cross, Heart of Oklahoma Chapter Disaster Services Program Personnel

HeartLine, Inc. 2-1-1 24/7 Services

The Homeless Alliance, Inc. Capacity Building

Neighborhood Services Organization, Inc. Housing & Community Development

Oklahoma Halfway House Women’s Services

Salvation Army, OKC Area Command Emergency Shelter

Travelers Aid / Upward Transitions Community Outreach Program Program Personnel

YWCA Oklahoma City Crisis Advocacy & Residential Services (CARS) Program Personnel

Youth & Family Services, Inc. Emergency Youth Shelter

2,667

105,634793,037

17,14324,885

118,950

25,000

159,685

5,626

152,496

294,89523,850

493,25140,500

16,875

14,000

23,8004,000

4,200

106,092

10,000

171

23

34,424

3,308

28,722

206

INVESTMENT TOTAL: $2,274,494


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In addition to exceeding United Way Worldwide’s Standards of Excellence,

we also seek the guidance of committed local volunteers to oversee all

aspects of our finances.

In 2008, nearly 300 volunteers were involved in reviewing our annual

audit, guiding the Community Investment process, leading our fundraising

campaign, and securing donated advertising. We are proud that our

annual audit, once again, received a clean report with an unqualified

opinion. Community Investment volunteers work the hardest, perhaps,

meticulously scrutinizing programs before recommending funding awards.

These 200 donors spent 4,500 hours reviewing requests, visiting each

agency seeking support, and reviewing program outcomes. Five months

of analysis resulted in unanimous approval by the Board of Directors of

the volunteers’ recommendations. A Campaign Cabinet of 50 community

leaders guided a record-breaking fundraising campaign. And, the

volunteer Marketing Committee secured more than $2 million in donated

advertising time and space from generous local media outlets.

With more than 50,000 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 the details

of our fundraising totals, Partner Agency funding, financial position and

activity, and advertising donations.

United Way of Central Oklahoma maintains the highest level of accountability.

ACCOUNTAbiLiTy

“UNiTEd WAy SUPPORTERS ShOULd fEEL GOOd AbOUT ThEiR iNvESTmENT.COmmUNiTy iNvESTmENT vOLUNTEERS WORk hARd

TO PROvidE ACCOUNTAbiLiTy, OvERSiGhT, ANd CREdibiLiTy by USiNG ThE fivE fOCUS AREAS AS A ChECk ANd bALANCE bETWEEN ThE dOLLARS ALLOCATEd ANd OUR COmmUNiTy’S NEEdS.”

Jean WallaceCommunity investment vice Chair

Living United for 29 years

Shane WhartonCommunity investment Chairman

Living United for 20 years

TOTAL DONATED MEDIA: $2,156,150

Ad vALUE30,000

360,00090,000

350,000110,00055,000

Ad vALUE60,00060,00030,00090,000

150,000

mEdiA OUTLETPerry BroadcastingCitadel CommunicationsClear Channel CommunicationsRenda Broadcasting Tyler Media

mEdiA OUTLETKWTV News 9KFOR NewsChannel 4KOCO Eyewitness News 5Cox CommunicationsKOKH Fox 25 & KOCB WB 34Tyler Media

RAdiO

TELEviSiON

mEdiA OUTLETBlack ChronicleThe City SentinelDistinctly OklahomaEdmond Life & LeisureEdmond SunEl NacionalEl Reno Tribune & Mustang NewsThe Journal RecordMetro FamilyOklahoma County NewspapersOklahoma BankerOklahoma Nursing TimesThe OklahomanPiedmont Surrey GazettePioneerThe PointSouth Oklahoma City ChamberSouthwestern PublishingTalonTiera MediaValPakThe VistaYukon Review

Ad vALUE15,0002,000

30,000500

1,2001,2501,000

33,0003,0002,000

30020,000

128,0002,500

3502,5003,000

34,000550

11,00022,000

2,500750

PRiNT

SERviCE vALUE2,5005,000

2502,0004,0001,000

mEdiA OUTLETMcNeese Fitzgerald AssociatesProducers PlayhouseRandy KempRK-1 Productions Third Degree AdvertisingTyler Media

PROdUCTiON

Ad vALUE440,000

mEdiA OUTLETLamar Outdoor

OUTdOOR

mEdiAPARTNERSIn 2008, United Way launched a new advertising campaign: Give.

Advocate. Volunteer. LIVE UNITED. The simple message was a call

to action reminding our community that our individual choices to

serve have tremendous collective impact. Together, we can create

opportunities for a better life for everyone in central Oklahoma.

Thanks to a team of dedicated marketing volunteers and generous

production companies and media outlets, the message went out

to the community at very little cost to United Way. A record $2.1

million worth of services and ad time and space was donated to

share our message. We are grateful for the support provided by the

companies listed below.

In 2008, central Oklahomans lived up to their generous reputations once again.

For the fifth consecutive year, United Way’s annual fundraising campaign enjoyed a

record-breaking total. Led by volunteer campaign chairman, David Thompson, more

than $18.5 million was pledged by 50,000 local donors. Individuals who made a

contribution at their workplace accounted for more than 75 percent of the dollars raised.

Though our annual fund drives are well publicized, many are unaware that we manage

six unique campaigns simultaneously to reach our total. We are proud to serve

the employees in both the public and private sectors in offering an efficient and

accountable means of charitable giving in the workplace. Total giving for each of the

campaigns we operate is listed below.

CAmPAiGNRESULTS

2008

2008 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)

Heart of the City (City of Oklahoma City)

$13,880,792

$140,428

$156,499

$3,410,714

$499,695

$478,561

CAMPAIGN TOTAL: $18,566,689

david Thompson2008 Campaign ChairmanLiving United for 35 years

23

$21,529,560 $650,779 $22,180,339 $18,039,707

Cash and Cash EquivalentsPledges Receivable, Net

Grants ReceivableInvestments

Property and Equipment, NetOther Assets

7,871,5268,473,705

-630,311

4,501,56552,453

1,127,726998,735

5,852,5502,993,303

$10,972,314

$10,557,246

1,127,726998,735

5,852,5502,993,303

$10,972,314

$11,208,025

332,027752,845

5,226,591473,903

$6,785,366

$11,254,341

----

-

$650,779

245,27975,000

-300,000

-30,500

8,116,8058,548,705

-930,311

4,501,56582,953

7,325,5138,422,586

4,000900,797

1,322,69064,121

Liabilities

Accounts Payable and Accrued ExpensesAccrued Postretirement Benefits

Allocations and Designations PayableLong-term Debt

Total Liabilities

Net Assets

ASSETS

LiAbiLiTiES ANd NET ASSETS

$21,529,560

Unrestricted Temporarily Restricted 2008 2007

$650,779 $22,180,339 $18,039,707

STATEmENT OffiNANCiALPOSiTiONdECEmbER 31, 2008

The above information has been extracted from the december 31, 2008 audited financial statement. A complete copy of the audited financial statement is available upon request.

NET ASSETS AT END OF YEAR: $10,557,246 650,779 11,208,025 11,254,341

Public Support Total Amounts Raised

Less Amounts Designated by Donors for Specific Organizations

Total Contributions

Administrative Fees

Less Estimated Uncollectible Pledges

Total Public Support

Interest IncomeGrants

MiscellaneousSponsorship

Total Revenue

Net Assets Released from Restrictions

Total Support and Revenue

Program Services Allocations to Agencies

Community Investments and Research Disaster Relief

Outcome Measurement Turning Point

Total Program Services

Supporting Services Resource Development

Organizational Administration

Total Supporting Services

Total Expenses Post-retirement related changes other

than net periodic pension cost

Change in Net Assets

Net Assets at Beginning of Year

SUPPORT ANd REvENUE

EXPENSES

STATEmENT OfACTiviTiESdECEmbER 31, 2008

19,012,937(6,029,433)12,983,504

604,118(743,955)

$12,843,667

85,92547,00063,465

-

196,390

351,950

$13,392,007

9,704,149402,889166,354

8,268174,634

$10,456,294

-----

-

9,704,149402,889166,354

8,268174,634

$10,456,294

8,157,335305,78034,487

-290,775

$8,788,377

1,247,6551,227,025

2,474,680

$12,930,974

449,463

11,570

$10,545,676

1,247,6551,227,025

2,474,680

$12,930,974

449,463

(46,316)

$11,254,341

1,356,3831,241,635

2,598,018

$11,386,395

467,767

2,171,028

$9,083,313

--

-

-

-

(57,886)

$708,665

98,87947,00064,075

105,500

315,454

-

$13,334,121

173,533109,591218,222204,250

705,596

-

$14,025,190

12,954-

610105,500

119,064

(351,950)

$(57,886)

175,000-

175,000--

$175,000

19,187,937(6,029,433)13,158,504

604,118(743,955)

$13,018,667

19,320,120(5,884,986)13,435,134

627,333(742,873)

$13,319,594

Unrestricted 2008 2007Temporarily

Restricted

25

American Heart Association

American Lung Association of Oklahoma

American Red Cross, Canadian Valley Chapter

American Red Cross of Central Oklahoma

American Red Cross, Heart of Oklahoma Chapter

Areawide Aging Agency, Inc.

Arthritis Foundation, Oklahoma Chapter

Bethesda, Inc.

Big Brothers Big Sisters of Oklahoma, OKC Office

Boy Scouts of America, Last Frontier Council

Boys & Girls Club of Oklahoma County, Inc.

Calm Waters Center for Children & Families

Camp Fire USA, Heart of Oklahoma Council

Catholic Charities of the Archdiocese of OKC

Celebrations Preschool, Inc.

Central OK Integrated Network System (COINS)

A Chance to Change

Citizens Caring for Children

Coffee Creek Riding Center for the Handicapped

Community Literacy Centers, Inc.

Consumer Credit Counseling Service (CCCS)

D-DENT, Inc.

Daily Living Centers, Inc.

Dale Rogers Training Center, Inc.

EARC, Inc.

Easter Seals Oklahoma

Girl Scouts - Western Oklahoma

HeartLine

Homeless Alliance, Inc. (The)

Hospice of Oklahoma County, Inc.

John W. Keys Speech & Hearing Center

Latino Community Development Agency

Legal Aid Services of Oklahoma, Inc.

Lennie Marie Tolliver Alternative Care Center*

Mental Health Association of Central Oklahoma

Metropolitan Better Living Center

Moore Youth & Family Services

Neighborhood Services Organization

NorthCare

Oklahoma Foundation for the Disabled, Inc.

Oklahoma Goodwill Industries, Inc.

Oklahoma Halfway House, Inc.

Oklahoma Medical Research Foundation (OMRF)

Oklahoma United Methodist Circle of Care, Inc.

Parents Assistance Center

Positive Tomorrows

Possibilities, Inc.

RSVP of Central Oklahoma, Inc.

Safe Kids Oklahoma

Salvation Army, OKC Area Command

Special Care, Inc.

Sunbeam Family Services, Inc.

Tinker AFB Youth Center

Travelers Aid & Homeless Assistance Center

Urban League of Greater Oklahoma City, Inc.

Variety Health Center, Inc.

YMCA of Greater Oklahoma City

Youth & Family Services, Inc.

Youth Cornerstone

Youth Services for Oklahoma County

YWCA Oklahoma City

SUB TOTAL

OTHER DISTRIBUTIONS

United Way of Logan County

United Way of Canadian County

Other United Ways

Combined Federal Campaign Designations

Heart of the City Designations

State Charitable Campaign Designations

United Way Worldwide Dues

Resource Development

Organizational Administration

Allowance for Pledge Loss

TOTAL

COmmUNiTyiNvESTmENTS2008 - 2009[bASEd ON 2007 CAmPAiGN PLEdGES]

$ 185,05174,6465,333

1,488,76955,30035,000

114,00025,000

153,491452,523125,000

30,000245,533288,574120,000

23,64045,00095,00085,23675,02929,00077,938

210,000137,181

71,48125,000

249,313183,000

25,000169,987

23,000138,494124,697

18,973123,991

57,70075,630

$ 238,735237,000137,000

50,0005,626

115,00016,000

159,000149,998

23,500124,200

22,070890,512299,885737,562

17,929318,745322,680444,709300,000

37,12423,20030,000

576,764

$10,739,749

$203,260224,861187,060

2,288,837133,027158,409135,707

1,442,0021,265,7011,235,518

$18,014,131

diSTRibUTiON bASE2007 Campaign Pledges

Less Allowance for Pledge Loss

Net Available for Distribution

$18,014,131

($1,235,518)

$16,778,613

* Funding relationship terminated on March 1, 2009

bOARdmEmbERS

2008 OffiCERS Of ThE bOARdChairman of the Board: Luke Corbett, Corbett AssociatesChairman Elect: Ed Martin, Ackerman McQueenVice Chairman: Roy Page, Third Degree Advertising & CommunicationsSecretary/Treasurer: David Harlow, BancFirst

Assistant Secretary/Treasurer: Scott Davis, Asset Management Advisors LLC

2008 COmmiTTEE ChAiRSAdministration Chair: Doug Stussi, Love’s Travel Stops and Country StoresAudit Chair: Mark Wood, Ernst & Young LLPCampaign Chair: David Thompson, OPUBCO Communications GroupCommunity Investment Chair: Shane Wharton, Love’s Travel Stops and Country StoresCommunity Investment Vice Chair: Jean Wallace, Community VolunteerEvents Chair: Matt McGuire, Heritage TrustLegal Counsel: Kenneth McKinney, Tomlinson & O’ConnellLabor Chair: Perry Sneed, Sheetmetal Workers International, Local 124Marketing Chair: Mary Hendrick, The Journal RecordPersonnel Chair: Dr. Joy Reed Belt, Joy Reed Belt & AssociatesResearch & Convening Chair: James Elder, Mock Schwabe Waldo Elder Reeves & Bryant

2008 bOARd Of diRECTORSTom Adams, Community VolunteerJohn Allgood, Oklahoma RedHawks Baseball ClubJohn Armitage, MD, Oklahoma Blood InstituteDave Bialis, Cox CommunicationsJohn Bozalis, MD, Oklahoma Allergy & Asthma ClinicDon Cain, AT&T OklahomaDavid Carpenter, American Fidelity AssuranceJoseph Clytus, Jr., Utilities Information ServiceMike Coats, IBC BankJim Curry, Oklahoma State AFL-CIOTerri Cwiklinski, American Fidelity AssurancePete Delaney, OGE Energy CorpPat Dennis, OPUBCO Communications GroupBob Dilg, MidFirst BankDavid Durrett, Valliance BankTodd Edmonds, HSE ArchitectsCarl Edwards, Price Edwards & CompanyCole Eslyn, OU Medical CenterLarry Flowers, BCTGM Local 366 GMark Funke, Bank of OklahomaBarry Godman, American Fidelity AssuranceJulie Gosdin, U.S. Postal ServiceMark Grimes, Flintco, Inc.G.P. Johnson Hightower, Stillwater National BankSusan Hillis, KPMG LLPChris Howard, SSM Healthcare of OklahomaCliff Hudson, Sonic, America’s Drive-InGrant Humphreys, Humphreys Real Estate InvestmentsLeAnn Jenkins, Oklahoma Federal Executive Board

Mike Joseph, McAfee & TaftNancy Koeper, United Parcel ServiceSteve Kreidler, University of Central OklahomaBruce Lawrence, INTEGRIS HealthBert Marshall, Blue Cross Blue ShieldSteve Mason, Cardinal EngineeringGreg Meacham, The Benham Companies, LLCMary Melon, The Journal RecordWes Milbourn, KFOR-TV NewsChannel 4 & KAUT 43Polly Nichols, Community VolunteerLarry Nichols, Devon Energy CorporationDee Niles, KPMG LLPTim O’Connor, Central Oklahoma AFL-CIO Labor CouncilDave Ortloff, Humphreys Real Estate InvestmentsCynda Ottaway, Crowe DunlevyDon Poe, Communications Workers of America, Local 6016Pat Rooney, First National Bank of OklahomaRandy Roper, MidFirst BankJim Roth, Phillips MurrahMarc Rowland, Chesapeake Energy CorporationDavid Schaefer, UMB BankTony Shinn, Bank of AmericaDiana Smalley, Mercy Health CenterBob Toler, Federal Reserve Bank of Kansas City - Oklahoma City BranchTom Travis, IBC BankChad Wilkerson, Federal Reserve Bank of Kansas City - Oklahoma City BranchJohn Williams, Skirvin Hilton HotelGeorge Young, Holy Temple Baptist ChurchJim Young, JP Morgan Chase Bank

27

P.O. Box 837 Oklahoma City, OK 73101 405.236.8441 unitedwayokc.org

WE ARE CAUGhT iN AN iNESCAPAbLE

NETWORk Of mUTUALiTy, TiEd iN A SiNGLE GARmENT Of dESTiNy. WhATEvER AffECTS ONE diRECTLy,

AffECTS ALL iNdiRECTLy.dR. mARTiN LUThER kiNG

LivEUNiTEdWWW.UNiTEdWAyOkC.ORG

Documents

2008 Annual Report