annual report2009united Way of Central oklahoma

Give. AdvocAte. volunteer.

live united.

tAble of contents

Letter from the Chairman

Vital Signs

Community Partnerships

Accountability & Focus Areas

Successful Kids

Strong Families

Independent Living

Healthy Citizens

Community Preparedness

Media Partners

Campaign Results 2009

Statement of Financial Position

Statement of Activities

Community Investments

Board of Directors

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friends of united Way,

It has been an honor to serve as Chairman of the Board and to be a part of the many wonderful things being accomplished through United Way. We continue to build a stronger, healthier, more compassionate community by strengthening our partnerships with community leaders, our Partner Agencies and our generous donors and volunteers.

The year 2009 was exciting for United Way of Central Oklahoma. We dedicated our new facility, we opened the United Way Volunteer Center, we celebrated our 85th anniversary and we had a record-breaking fundraising campaign.

Led by Pete Delaney, OGE Energy Corp, our 2009 fundraising campaign broke our previous record with a total of $20.2 million dollars. Despite the lagging economy, donors were generous with their gifts. These contributions will help fund programs focused on Successful Kids, Strong Families, Independent Living, Healthy Citizens and Community Preparedness.

Our new facility allowed us to host a Volunteer Income Tax Assistance site where we partnered with Oklahoma City University to provide free tax return preparation for low income families. In addition, we hosted many community meetings, including a Student Success Summit follow-up meeting with students and faculty, conferences and meetings for Smart Start of Central Oklahoma, Central Oklahoma Turning Point, Youth Leadership Exchange and Oklahomans Against Human Trafficking. Needless to say, our new home has provided a great space not only for the staff, but for our community.

We closed out the year with two significant events, the record snowfall and the establishment of a homeless campus. At the request of our city leaders and in collaboration with 2-1-1 and the Boy Scouts of America, we organized an effort to clear snow from walkways and driveways of our elderly residents that depend on home health care and mobile meals. On behalf of the City of Oklahoma City Council we helped establish and plan for a homeless resource center and day shelter to be built in 2010. These are great examples of how collaboration between United Way, its Partner Agencies, and other entities help make this a better city.

This year has been very rewarding and I look forward to the continued growth of United Way of Central Oklahoma. I want to express my gratitude to the volunteer leadership and generous donors who support United Way of Central Oklahoma, our 60 Partner Agencies and our community. Your dedication and contributions allow us to fund programs that provide critical services in our community.

Thank you for allowing me to be a part of such an extraordinary organization.

Sincerely,

Ed MartinUnited Way of Central Oklahoma Board ChairmanAckerman McQueen

letter from the chAirmAn

ed martinboard Chairman

living united for 41 years

“We Continue to build a stronGer, heAlthier, more compAssionAte community by strengthening our partnerships With Community leaders, our partner agenCies and our generous donors and volunteers.”

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vitAl siGnsOklahoma County Vital Signs has been central

Oklahoma’s only broad-based community evaluation

since 1994. This document has offered extensive

data on key trends in our area. Rare nationally, most

communities are just beginning to pursue research of

this magnitude. As it has been written and published

in the past, Vital Signs offered a comprehensive review

of our overall well-being in Oklahoma County and was

released every other year.

Because data and statistics change so frequently,

our biennial model was no longer beneficial to the

community. Therefore we redesigned and restructured

the report allowing for more current and specified data.

In September 2009, we released our first edition in a

series of six Vital Signs publications. Each edition is

centered around one of our five Focus Areas: Successful

Kids, Strong Families, Healthy Citizens, Independent

Living and Community Preparedness. In addition,

special editions featuring various community initiatives

will be integrated.

Vitals Signs is intended to be used by citizens at all

levels to follow changing conditions, guide policy

development and support the allocation of resources.

The information contained in this publication is a call

to action to celebrate progress, spur critical thinking,

shape a community vision, and take steps toward

positive change.

FOSTER EARLY LEARNING.IMPROVE ACADEMIC ACHIEVEMENT.

REDUCE THE DROPOUT RATE.DEVELOP SUCCESSFUL KIDS AND

INFLUENCE THE CONDITION OF ALL.

OKLAHOMA COUNTY Vital SignS

SucceSSful

KidS edition

volume 1, edition 1

4

communitypArtnerships

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

United Way is widely recognized as a fundraising organization, which is accurate, but we have evolved into an organization that

helps meet the ever changing needs in our community. We go above and beyond funding programs at our Partner Agencies to

address our community’s most pressing needs. We bring partners to the table to find solutions, and we provide resources to build

a stronger, healthier more compassionate community.

Human Trafficking Task ForceHuman Trafficking is no longer an international crisis.

Oklahoma is one of four states listed by the U.S.

Department of State with the largest concentrations

of trafficking survivors receiving federal assistance.

Understanding the growing population of human

trafficking survivors and the work of United Way and its

Partner Agencies, the FBI asked us to step in and help

provide services to victims of this horrible crime.

United Way of Central Oklahoma helped formulate and

add structure to a Human Trafficking Task Force. The

task force is focused on education and relationship

building among social services organizations, law

enforcement, and the faith community. In an effort to

educate citizens, United Way of Central Oklahoma is

sponsoring and coordinating a statewide conference on

these issues.

United Way Volunteer CenterOklahoma City continues to be ranked one of the

highest cities for number of volunteers. Understanding

the importance of providing quality and timely

opportunities for the thousands of volunteers in our

community, United Way established the United Way

Volunteer Center. Kicking off with a volunteer fair, the

Volunteer Center has made great strides in its first

year. Since its inception, the United Way Volunteer

Center has shown steady growth and provided exciting

opportunities including Make a Difference Day,

Disney’s Give a Day. Get a Day. program, and disaster

preparedness training.

WestTown Resource Campus for Homeless ServicesIn 2009, United Way of Central Oklahoma was asked by

the Oklahoma City Manager and City Council to assist

in the planning of a new homeless services campus.

Federal stimulus funding was to be used for the physical

construction, and deadline requirements of this funding

presented a challenge to the planning for a multi-agency

approach for the delivery of programs on the campus.

United Way Board Members and staff worked closely

with City and Partner Agency staff to help create the

partnerships needed for a successful operation.

The campus will have two main functions, a Resource

Center and a Day Shelter. The Resource Center will

house several different agencies allowing for services

to be delivered quickly and conveniently. The Day

Shelter will provide a place for the homeless during

the day, rather than congregating in various locations

in the downtown area. The campus is scheduled to be

completed and open for services in Spring 2011.

5

We believe we have a responsibility, both to our

donors and to the community, to ensure that the

dollars people entrust to us are invested in ways

that will produce the greatest impact, enabling

our community to thrive. Our investment strategy

brings together our network of more than 60 Partner

Agencies under a set of shared goals and ties our

funding to the achievement of specific measurements,

increasing our likelihood of driving substantial

change.

United Way of Central Oklahoma continually exceeds

United Way Worldwide’s Standards of Excellence.

Committed to responsible stewardship, 87 cents of

every dollar contributed to United Way of Central

Oklahoma goes directly to programs serving our

community. With combined administrative and

fundraising costs less than 13%, we are well below

the national standard for nonprofit organizations,

which is around 25%.

Helping us we remain accountable, is a team of over

200 volunteers who spend approximately 4,500 hours

reviewing all funded programs at our 60 Partner

Agencies. In addition to assessing the agency’s

budget and audit, the volunteers take time to visit

each agency to learn more about their programs and

interact with staff and volunteers. The volunteers

recommend funding levels that are ultimately voted on

by our Board of Directors.

AccountAbilityAccountAbility

shane WhartonCommunity investment Chairliving united for 21 years

Jean WallaceCommunity investment vice Chairliving united for 30 years

“one of the goals of the united Way alloCations proCess is to

provide A meAns to ensure the AppropriAte level of aCCountability to our donors. i believe the proCess Works very Welland meets that goal and more.”

•

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successful kids

Community preparedness

healthy Citizens

independent living

strong families

20% 28%

13%

17%

22%

United Way of Central Oklahoma is focused on creating a better life for all by funding

programs that support Successful Kids, Strong Families, Independent Living, Healthy

Citizens and Community Preparedness. We all win when children succeed, when families

overcome obstacles, when seniors can continue to live independently and when our

community is prepared for disasters.

In 2009, United Way funding provided critical resources for hundreds of thousands of

central Oklahomans. Generous residents invested a record $10,609,232 in local programs

with measurable outcomes at 60 Partner Agencies. Details of our funding by Focus Area,

as well as by program, can be found in the following pages.

2009-2010 foCus area funding distribution

focus AreAsfive focus areas guide everything we do at united Way of Central oklahoma.

7

28%successful kidsthrough our focus on successful kids, united Way of Central oklahoma nurtures infants, children, and youth, giving them the opportunity to succeed in school, develop life skills, and become productive citizens.

Born with a rare combination of Down’s Syndrome

and Cystic Fibrosis, Addy faced a difficult road.

Both of Addy’s parents needed to work to cover

her medical expenses. Typical childcare facilities

were not equipped to meet Addy’s unique needs.

Thankfully, United Way of Central Oklahoma

supports a specialized childcare facility designed

specifically for children like Addy. Well-trained

teachers and on-site therapists have made a

tremendous difference in her life. Now three

years old, Addy is achieving and surpassing

developmental milestones.

We cannot always build the future for our youth, but we can build our youth for the future.-Franklin D. Roosevelt

“”

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pArtner AGency 2009 / 2010 uW fundinGAmerican Red Cross, Central OklahomaYouth Services

Big Brothers Big Sisters of OklahomaOne-to-One Mentoring

Boy Scouts of America, Last Frontier CouncilComprehensive Youth DevelopmentLearning For LifeOutreachProgram Personnel

Boys and Girls Club of Oklahoma CountyMemorial Park Boys and Girls Club

Camp Fire USA, Heart of Oklahoma CouncilOKC CYD (CLUBS)OKC INSCHOOLProgram Personnel

Celebrations Preschool, Inc.Celebrations Preschool, Inc.

Citizens Caring for ChildrenResource Center

Coffee Creek Riding Center for the HandicappedTherapeutic Riding Program

Girl Scouts - Western OklahomaLeadership Development

John W. Keys Speech and Hearing CenterLanguage Preschool

Moore Youth and Family Services, Inc.Moore Alternative School and Treatment Program

Oklahoma United Methodist Circle of CareChild SHARE

Parents Assistance CenterChild Abuse Prevention

Positive TomorrowsEducation

Salvation ArmyBoys & Girls Club

Special Care, Inc.Childcare-Special NeedsProgram Personnel

Sunbeam Family Services, Inc.Contracted Foster Care (CFC)OKC EducareProgram Personnel

Tinker AFB Youth CenterSocial ProgramsSpecial EventsSports Program

YMCA of Greater Oklahoma CitySchool Age Child CareTeens

Youth CornerstoneArt Shaping Character

Youth Services for Oklahoma CountySupporting Kids in Independent Living (SKIL)

55,883

151,618

294,140 63,353 54,303 40,727

127,500

141,930 68,000 27,387

122,400

95,000

80,929

254,299

9,000

75,630

16,000

134,400

76,124

173,792

265,000 38,400

25,992 280,338

19,800

8,565 799

8,900

132,000 65,000

23,200

29,640

totAl investment: $2,960,049 9

Heather never imagined she’d become homeless. But after

enduring years of abuse and violent behavior from her

boyfriend, she gained the courage to leave him and start

a new life. She tried to make ends meet and remain in her

home, but the cost of living in Denver was too much for her

to maintain.

Heather, along with her two children, made her way to

Oklahoma. She found work and a small apartment,

but after an on-the-job injury Heather was unable

to work. Facing eviction, Heather found a United

Way Partner Agency focused on providing

housing, educational services and programs

to low-income individuals and the homeless.

Having a safe, affordable place to live has

allowed Heather to find steady work,

learn how to become financially stable,

and work on completing her bachelor’s

degree.

13%

stronG fAmiliesunited Way of Central oklahoma strengthens families by providing resources to achieve financial stability as well as access to counseling, debt management, education, job training, and housing.

Always remember that the future comes one day at a time.-Dean Acheson

“”

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pArtner AGency 2009 / 2010 uW fundinGCatholic CharitiesFamily HOPEHoly Family HomeImmigration

Community Literacy Centers, Inc.Basic SkillsLEAPTutor Training

Consumer Credit Counseling Service of Central Oklahoma (CCCS)Education

Latino Community Development AgencyCommunity DevelopmentRiverside Community Center

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

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

Parents Assistance CenterViolence Prevention

Positive TomorrowsFamily Support Services

Possibilities, Inc.Participatory Community Capacity Building

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

Salvation ArmySocial Services

TEEM, The Education & Employment MinistryJob Placement

Urban League of Greater Oklahoma CityAffordable HousingChildren and FamiliesEntrepreneurshipEmployment and TrainingProgram Personnel

49,690 75,000

164,612

29,210 32,458 12,841

28,646

120,134 17,625

126,871

80,774

24,600

74,084

23,970

15,800

207,931

20,000

37,740 51,035 66,180

110,000 38,233

totAl investment: $1,407,434

11

A retired military veteran, Herb is dedicated

to serving others. Through a United Way of

Central Oklahoma funded volunteer program,

Herb continues to give back and remain active.

He’s providing a priceless service and enjoying

the rewards of being an active member of our

community.

Herb drives senior citizens to doctor’s

appointments at no charge. The elderly clients

he serves are thankful for his help as they

have no other means of transportation for

medical care. Herb is humble about the

service he’s providing. He says he gets

more out of the experience than the

people he drives. The senior adults

he chauffeurs are healthier and

Herb enjoys the opportunity to

volunteer. The rewards of giving

back keep him young and engaged

as an important member of our

community.

17%

independent livinGunited Way of Central oklahoma 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.

Youth is the gift of nature, but age is a work of art.-Garson Kanin

“”

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pArtner AGency 2009 / 2010 uW fundinGAreawide Aging Agency, Inc.Program Personnel

Daily Living Centers, Inc.Adult Day Health CareEldercare Case Management

Dale Rogers Training CenterAdult RehabAuxilliary TransportationAuxilliary Day CareCamp TumbleweedSpecial Needs

EARC, Inc.The Trails

Goodwill Industries of Central OklahomaJob Connection Center

Hospice of Oklahoma CountyHospice of Oklahoma County

John W. Keys Speech and Hearing CenterHearing Aid Bank

Lennie Marie Tolliver Alternative Care Center*Geriatrics

Metropolitan Better Living CenterAdult Day Health

Neighborhood Services Organization, Inc.Palo DuroProgram Personnel

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

RSVP of Central Oklahoma, Inc.Professional Volunteer ServicesProvide-A-Ride TransportationTelephone BuddiesVolunteer Recruitment & Placement

Salvation ArmySenior Citizens

Sunbeam Family Services, Inc.Emergency Senior ShelterSenior Companion Services

YMCA of Greater Oklahoma CityLincoln Park Senior Center

YWCA Oklahoma CityYouth & Adult Services

$34,580

$187,250 $26,765

$51,066 $48,646

$6,996 $13,212 $16,411

$71,481

$45,000

$161,478

$14,283

$725

$60,585

$41,135 $36,000

$140,000

$3,850 $56,075 $6,350

$44,200

$351,015

$73,760 $165,799

$73,000

$42,769

totAl investment: $1,772,431 *funding relationship terminated on march 1, 2009 (pass-through designation)

13

22%heAlthy citizensunited Way of Central oklahoma 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.

After battling drugs and alcohol for years,

Levi sought counseling services at a

United Way of Central Oklahoma Partner

Agency. Through counseling he was able

to recognize the affect his addiction had

on his family, his friends and his work.

He took charge of his life and dedicated

himself to his recovery.

Now two years sober, he has reconnected

with his family, become active in his

church, and is a volunteer counselor in

the same addiction recovery program

that changed his life.

Healthy citizens are the greatest asset any country can have.-Winston Churchill

“”

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pArtner AGency 2009 / 2010 uW fundinGAmerican Heart AssociationCause InitiativesCultural Health InitiativesQuality ImprovementResearch State Health Alliances

American Lung AssociationPublic Education

American Red Cross, Canadian Valley ChapterArmed Forces Emergency ServicesHealth & Safety

American Red Cross, Central OklahomaHealth & SafetySAF (Services to Armed Forces)

American Red Cross, Heart of Oklahoma ChapterArmed Forces Emergency ServicesHealth & Safety Services

Arthritis Foundation, Oklahoma ChapterPatient and Community ServicePublic Health Education

Bethesda, Inc.Girl’s Therapeutic Counseling Program

Calm Waters Center for Children and FamiliesCenter-based support groups

Catholic CharitiesOKC Counseling

Central Oklahoma Integrated Network System, Inc. (COINS)Central Oklahoma Project Access

A Chance to Change FoundationFamily Assistance Program

D-DENT, Inc.PreventativeProgram PersonnelRestorative

Easter Seals OklahomaMedical Rehabilitation Therapy

HeartLine, Inc.Suicide Prevention

Mental Health Association of Central Oklahoma, Inc.Sunbridge CounselingTeenScreen

NorthCareAdult Services

Oklahoma Medical Research Foundation (OMRF)Research Program

Safe Kids OklahomaSafe Kids Buckle Up

Sunbeam Family Services, Inc.Counseling Services

Urban League of Greater Oklahoma CityUrban Health

Variety CareFamily PlanningObstetric ClinicPediatric Clinic

Youth and Family Services, Inc.Community CounselingProgram Personnel

46,667 23,333

5,000 74,460 33,333

73,735

243 1,490

283,827 344,122

2,820 10,256

32,500

82,000

25,500

30,600

2,200

23,640

45,900

19,000 7,600

51,338

10,104

19,000

12,070 29,634

232,260

115,000

18,922

171,873

18,127

45,391 193,300 213,180

15,994 3,199

totAl investment: $2,317,618 15

20%communityprepArednessunited Way of Central oklahoma is preparing our community to respond to individual and community emergencies.

On May 3, 1999, Kendra’s family huddled together

as an F-5 tornado ripped through their home. She

will never forget the support of disaster volunteers

who arrived shortly after the devastating tornado

struck. Kendra has since become a volunteer and

provides the same comfort she and her family

received years ago.

In addition to funding programs focused on disaster

response and preparedness, United Way of Central

Oklahoma has built partnerships with the City of

Oklahoma City, local non-profit organizations

and various community organizations to stand

ready to assist with response efforts.

The better people prepare for a disaster, the better they will be able to survive it.-Jeanne Salvatore

“

”

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pArtner AGency 2009 / 2010 uW fundinGAmerican Red Cross, Canadian Valley ChapterDisaster Services

American Red Cross, Central OklahomaCommunity ServicesDisaster Services

American Red Cross, Heart of Oklahoma ChapterDisaster ServicesProgram Personnel

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

The Homeless AllianceCapacity Building

Neighborhood Services Organization, Inc.Housing & Community Development

Oklahoma Halfway House, Inc.Women’s Services

Salvation ArmyEmergency Shelter

Travelers Aid/Upward TransitionsCommunity Outreach ProgramProgram Personnel

Youth and Family Services, Inc.Emergency Youth Shelter

YWCA Oklahoma CityCrisis Advocacy & Residential Svcs (CARS)Program Personnel

1,732

123,531 663,243

17,486 24,291

112,338

25,000

159,685

4,018

156,949

291,000 23,000

16,081

493,251 40,095

totAl investment: $2,151,700

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mediA pArtnersUnited Way of Central Oklahoma is mindful donors invest with

us because they want to help make their community a better

place, not pay for advertising. Therefore we rely on dedicated

volunteers to ask local media outlets to donate time and space

to broadcast our message. The following media outlets are to

be commended for donating over $2 million in media value to

United Way of Central Oklahoma in 2009.

printmedia outletBlack ChronicleCapitol Hill BeaconEdmond Life & LeisureEdmond SunEl NacionalEl Reno Tribune & Mustang NewsThe Journal RecordMetro FamilyOKC BizOKC FridayOklahoma BankerOklahoma GazetteOklahoma Nursing TimesThe Oklahoma Publishing CompanyPiedmont Surrey GazetteThe PointSouth Oklahoma City ChamberSouthwestern PublishingValPakThe VistaYukon Review

ad value15,000

1,100750

1,3502,5001,500

36,0003,5002,0001,000

3505,000

35,776338,067

1,0002,750

5507,500

24,0002,5001,000

televisionmedia outletCox CommunicationsKAUT OK43KFOR NewsChannel 4KOCO Eyewitness News 5KOKH Fox 25 & KOCB WB 34KWTV News 9Tyler Media

ad value505,98060,000

300,000100,000120,00050,00060,000

rAdiomedia outletCitadel CommunicationsClear Channel CommunicationsPerry BroadcastingRenda BroadcastingTyler Media

ad value60,00035,00060,000

100,000160,000

outdoormedia outletLamar OutdoorTyler Media

ad value450,000

30,000

productionmedia outletMcNeese Fitzgerald Associates & McNeese MediaOPUBCO Communications GroupTyler Media

ad value5,000

2,500250

totAl donAted mediA: $2,577,65018

cAmpAiGn results 2009Led by campaign chairman Pete Delaney, more than $20.2 million was

pledged by local donors, breaking the previous year’s record by nearly

$2 million. Individuals who make a pledge of support through payroll

deduction at their workplace continue to be our largest source of giving.

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.

2009 cAmpAiGn totAls

Campaign

United Way Central Oklahoma

Combined Federal Campaign

Heart of the City Campaign

State Charitable Campaign

United Way of Canadian County

United Way of Logan County

total raised

$15,411,705

$3,494,575

$491,890

$540,097

$147,852

$186,809

cAmpAiGn totAl: $20,272,928

pete delaney2009 Campaign Chairmanliving united for 20 years

19

stAtement of finAnciAl positiondeCember 31, 2009

assets unrestricted temporarily restricted 2009 2008

total{

Cash and cash equivalentsPledges receivable, net

InvestmentsProperty and equipment, net

Other assets

7,905,77811,307,615

607,9064,781,435

71,587

250,367157,683300,000

--

8,156,14511,465,298

907,9064,781,435

71,587

8,116,8058,548,705

930,3114,501,565

82,953

$24,674,321 $708,050 $25,382,371 $22,180,339

liabilities and net assetsLiabilities

Accounts payable and accrued expensesAccrued postretirement benefits

Allocations and designations payableDebt

Total liabilities

Net assets

271,527458,068

5,976,2673,599,975

$10,305,837

$14,368,484

$24,674,321

----

-

$708,050

$708,050

271,527458,068

5,976,2673,599,975

$10,305,837

$15,076,534

$25,382,371

1,127,726998,735

5,852,5502,993,303

$10,972,314

$11,208,025

$22,180,339

the above information has been extracted from the december 31, 2009 audited financial statement. a complete copy of the audited financial statement is available upon request.

20

stAtement of ActivitiesdeCember 31, 2009

support and revenue unrestrictedtemporarily

restricted 2009 2008

total{

Public supportTotal amounts raised

Less amounts designated by donors for specific organizationsTotal contributions

Administrative feesLess estimated uncollectible pledges

Total public support

RevenueInterest income

GrantsMiscellaneous

Sponsorship

Total revenue

Net assets released from restrictions

Total support and revenue

22,313,152(6,548,244)15,764,908

620,490(628,359)

$15,757,039

11,75147,00074,198

-

132,949

314,852

$16,204,840

206,888-

206,888--

$206,888

8,690--

156,545

165,235

(314,852)

$57,271

22,520,040(6,548,244)15,971,796

620,490(628,359)

$15,963,927

20,44147,00074,198

156,545

298,184

-

$16,262,111

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

604,118(743,955)

$13,018,667

98,87947,00064,075

105,500

315,454

-

$13,334,121

expensesProgram Services

Allocations to agenciesCommunity investments and research

Disaster ReliefOutcome measurement

Volunteer servicesTurning Point

Total program services

Supporting servicesResource development

Organizational administration

Total supporting services

Total expenses

Post-retirement related changes otherthan net periodic pension cost

Change in net assets

Net assets at beginning of year

net Assets At end of yeAr:

9,138,278348,065

8,8968,335

68,822273,691

$9,846,087

1,559,7921,439,480

2,999,272

$12,845,359

(451,757)

3,811,238

$10,557,246

$14,368,484

------

-

--

-

-

-

57,271

$650,779

$708,050

9,138,278348,065

8,8968,335

68,822273,691

$9,846,087

1,559,7921,439,480

2,999,272

$12,845,359

(451,757)

3,868,509

$11,208,025

$15,076,534

9,704,149402,889166,354

8,268-

174,634

$10,456,294

1,247,6551,227,025

2,474,680

$12,930,974

449,463

(46,316)

$11,254,341

$11,208,02521

American Heart AssociationAmerican Lung AssociationAmerican Red Cross, Canadian Valley ChapterAmerican Red Cross of Central OklahomaAmerican Red Cross, Heart of Oklahoma ChapterAreawide Aging Agency, Inc. Arthritis Foundation, Oklahoma ChapterBethesda, Inc.Big Brothers Big Sisters of OklahomaBoy Scouts of America, Last Frontier Council Boys & Girls Club of Oklahoma CountyCalm Waters Center for Children & FamiliesCamp Fire USA, Heart of Oklahoma Council Catholic Charities Celebrations Preschool, Inc. Central OK Integrated Network System (COINS) A Chance to Change FoundationCitizens 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 CenterEARC, Inc. Easter Seals Oklahoma Girl Scouts - Western OklahomaGoodwill Industries of Central OklahomaHeartLine, Inc.Homeless Alliance (The)Hospice of Oklahoma CountyJohn W. Keys Speech & Hearing Center Latino Community Development AgencyLegal Aid Services of Oklahoma, Inc.Lennie Marie Tolliver Alternative Care Center*Mental Health Association of Central Oklahoma, Inc. Metropolitan Better Living Center Moore Youth & Family Services, Inc.

Neighborhood Services Organization, Inc. NorthCare Oklahoma Foundation for the Disabled, Inc.Oklahoma Halfway House, Inc.Oklahoma Medical Research Foundation (OMRF)Oklahoma United Methodist Circle of CareParents Assistance Center Positive TomorrowsPossibilities, Inc. RSVP of Central Oklahoma, Inc.Safe Kids Oklahoma Salvation Army Special Care, Inc. Sunbeam Family Services, Inc.TEEM, The Education & Employment MinistryTinker AFB Youth Center Travelers Aid/Upward Transitions Urban League of Greater Oklahoma City, Inc.Variety CareYMCA of Greater Oklahoma City Youth & Family Services, Inc.Youth CornerstoneYouth Services for Oklahoma County YWCA Oklahoma City

sub totAl

other distributions:United Way of Logan County United Way of Canadian CountyOther United WaysCombined Federal Campaign DesignationsHeart of the City DesignationsState Charitable Campaign DesignationsUnited Way Worldwide DuesResource DevelopmentOrganizational AdministrationAllowance for Pledge Loss

totAl

distribution base:2008 Campaign PledgesLess Allowance for Pledge LossNet Available for Distribution

$182,79373,735 3,465

1,470,60654,85334,580

114,50025,500

151,618452,523 127,50030,600

237,317 291,502122,400 23,64045,900 95,000 80,929 74,509 28,646 77,938

214,015 136,331 71,481 10,104

254,29945,000

131,33825,000

161,47823,283

137,759126,871

725122,478 60,585 75,630

236,820 232,260 140,000

4,018 115,00016,000

159,000150,20823,970

126,27518,922

889,687303,400 737,56220,00018,264

314,000 321,315451,871270,000 35,27423,20029,640

576,115

$10,609,232

$180,943249,482171,037

2,623,487160,637217,198147,423

1,585,8151,292,9901,328,445

$18,566,689

community investments

$18,566,689($1,328,445)$17,238,244

2009-2010 (based on 2008 Campaign pledges)

22

*designations from 2008 campaign. no longer a partner agency.

boArd members2009 offiCers of the boardChairman of the Board: Ed Martin, Ackerman McQueen Vice Chairman of the Board: Roy Page, Third Degree Advertising & Communications, Inc. Secretary/Treasurer: David Harlow, BancFirst Assistant Secretary/Treasurer: Scott Davis, Asset Management Advisors, LLC

2009 Committee ChairsAdministration Committee Chair: Doug Stussi, Love’s Travel Stops & Country Stores, Inc.Audit Committee Chair: Mark Wood, Ernst & Young LLPCampaign Chair: Pete Delaney, OGE Energy CorpCommunity Investment Chair: Jean Wallace, Community VolunteerEvents Chair: Matt McGuire, Heritage TrustLabor Chair: Perry Sneed, Sheet Metal Workers Local 124/AFL-CIOLegal Counsel: Kenneth McKinney, Tomlinson & O’ConnellMarketing Chair: Mary Hendrick, The Journal RecordPersonnel Chair: Dr. Joy Reed Belt, Joy Reed Belt & Associates/Joy Reed Belt Search ConsultantsResearch & Community Initiative Committee Chair: Mike Joseph, McAfee & Taft

2009 board of direCtorsTom Adams, Adlife HomeCareJohn R. Allgood II, Oklahoma RedHawks Baseball ClubJohn Armitage, M.D., Oklahoma Blood InstituteBev Binkowski, Blue Cross and Blue Shield of Oklahoma Dr. John Bozalis, Oklahoma Allergy & Asthma ClinicDavid R. Carpenter, American Fidelity Assurance CompanyMike Coats, IBC BankLuke R. Corbett, Corbett Management LLCJim Curry, Oklahoma State AFL-CIOTerri L. Cwiklinski, American Fidelity Assurance CompanyPat Dennis, The Oklahoma Publishing CompanyRon Dye, CWA Local 6016Todd Edmonds, HSE ArchitectsCarl Edwards, Price Edwards & CompanyJames Elder, Mock Schwabe Waldo Elder Reeve & BryantCole C. Eslyn, OU Medical CenterLarry Flowers, BCTGM Local 366 GRyan Free, The Oklahoma Publishing CompanyMark W. Funke, Bank of Oklahoma-OKCBryan Gonterman, AT&T Barry Godman, American Fidelity Assurance CompanyJulie Gosdin, United States Postal ServiceMark Grimes, Flintco, Inc.G. P. Johnson Hightower, Stillwater National Bank & Trust CompanySusan V. Hillis, KPMG LLPChristopher D. Howard, SSM Health Care of OklahomaCliff Hudson, Sonic, America’s Drive-InLeAnn Jenkins, Oklahoma Federal Executive BoardBob Kendrick, United States Postal Service, NCEDNancy Koeper, United Parcel ServiceSteve Kreidler, University of Central Oklahoma

C. Bruce Lawrence, INTEGRIS HealthD. E. “Rick” Lippert, Lippert Brothers, Inc.Gregory W. Meacham, The Benham Companies, LLCMary Melon, The Journal RecordWes Milbourn, KFOR-TV Channel 4 and KAUT Channel 43Roger Mitchell, Oklahoma Natural Gas CompanyPolly Nichols, Community VolunteerJ. Larry Nichols, Devon Energy CorporationDee Niles , KPMG LLPTim O’Connor, Central Oklahoma AFL-CIO Labor CouncilMike O’Neal, Oklahoma Christian UniversityDavid Ortloff, The Humphrey’s CompanyCynda Ottaway, Crowe DunlevyRoberto Ramirez, Quad/GraphicsPat Rooney, First National Bank of OklahomaK. Randy Roper, MidFirst BankJim Roth, Phillips Murrah P.C.Marc C. Rowland, Chesapeake Energy CorporationDavid R. Schaefer, UMB Bank, N. A.Paul Sechrist, Oklahoma City Community CollegeTony Shinn, Bank of AmericaDiana L. Smalley, Mercy Health CenterKarl Springer, Oklahoma City Public SchoolsLee Symcox, First Fidelity BankDavid Thompson, The Oklahoma Publishing CompanyRobert W. Toler, Federal Reserve Bank of Kansas City--OKC BranchShane Wharton, Love’s Travel Stops & Country Stores, Inc.Chad Wilkerson, Federal Reserve Bank of Kansas City--OKC BranchJohn Williams, Skirvin Hilton HotelJames N. Young, JP Morgan ChaseGeorge E. Young, Sr., Holy Temple Baptist Church

23

every dAy you mAy mAke proGress. every step may be fruitful. yet there Will stretCh out before you an

ever-lenGtheninG, ever-AscendinG, ever-improvinG pAth. you knoW you Will never get to the end of the journey. but this, so far from disCouraging, only adds to the

Joy And Glory of the climb.-sir Winston ChurChill

liveunitedWWW.unitedWayokC.org

p.o. box 837 oklahoma City, ok 73101 405.236.8441 unitedwayokc.org