sarkeys report '10 final
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After serving as a trustee of Sarkeys Foundation for six years, it is now my privilege
to serve as executive director. I believe our foundation will continue to make an incredible difference in our state. It is truly an honor to see the strong legacy continue with leadership, hard work and vision. These same aspirations are found in nonprofits across our great state. The work they do and
all the good they accomplish inspire us. They are our champions. The relationships we have with them are vital to our success in fulfilling our mission. We are proud to highlight five highly effective organizations in this annual report. Their dedicated staff and volunteers make a difference every day. The grants we gave in 2009 covered areas of the state from Lawton to Miami and Enid to Idabel. These funds will help babies, children, teens, adults and elderly live their lives with higher quality. We work each day at Sarkeys to improve the quality of life in Oklahoma. Thanks to so many individuals and organizations, we are proud to say we do make life better.
1
Kim HenryExecutive Director
Comments from Director and President
We know people across our state are facing challenging economic
times. The demand for services from nonprofits is growing and the role of a private foundation like Sarkeys becomes even more important. The financial landscape began to brighten during 2009, however we hope to see great improvement so we can continue to help more nonprofits meet their missions.
Our board is highly optimistic about our future success with the leadership of Kim Henry as our new executive director. Her commitment and passion to making Oklahoma a better place is one of the reasons we tapped her to lead Sarkeys. We know she and her team of professionals will continue to work closely with the board to ensure our resources are being managed effectively, and the funding and support we give to nonprofits provide benefits to as many Oklahomans as possible. It was an honor for me to serve as president of the board of trustees during 2009 and to continue the legacy of S. J. Sarkeys. I look forward to being part of Sarkeys Foundation and the great work we continue to do with nonprofits across Oklahoma.
Terry WestPresident
SARKEYS FOUNDATION
ANNUAL REPORT
2009
Annual Profiles Armed Services YMCA of Lawton 2
Iron Gate 4
Hearts for Hearing 6
New Leash on Life 8
The Oklahoma WONDERtorium 10
Outreach and Education 12
People
Board of Trustees 13
Staff 14
Grants Paid 15
Financials 18
Application Guidelines 20
The mission of Sarkeys Foundation is to improve the quality of life in Oklahoma
Publication StaffExecutive Editor: Diana Hartley
Graphic Designer: Teresa Dotson, Acme Design Works
Printer: Mercury Press, Okla. City
The Sarkeys Foundation Annual Report is a publication of Sarkeys Foundation.
32
carin
g ARMED SERVICES YMCA
OF LAWTON Since 1941 their mission has always been the same - serving the needs of Fort Sill soldiers. Early on they served the single soldiers through dances and social events as an Armed Services YMCA/USO. Today they cater to the needs
of junior enlisted families through
programs and services that make their
experience at Fort Sill an enjoyable
one.
A two-year grant of $50,000 per
We do not offer just daycare facilities but
learning experiences.
year provides childcare assistance for
military personnel. Eighty percent of
today’s soldiers stationed at Ft. Sill
are parents of young children. These
vulnerable families facing challenging
life transitions also face financial
struggles. Scholarships for childcare
are one way to alleviate the stress
and provide a badly needed support
service.
This two star center offers a warm
environment and caring staff from 7
a.m. to 6 p.m. Monday through Friday.
The Armed Services YMCA Lawton Fort Sill stands
ready to respond to the needs of military service
members and their families.
Not only are they a full-time center,
they also welcome children on an
hourly basis. If Mom needs a break
for a couple of hours, she can call for
a reservation and bring her child to a
place where
they are
nurtured
and
loved.
2009 Sarkeys Annual Report
5
IRON GATE
4
gene
rous
Although Iron Gate has been housed in Trinity Episcopal Church since its inception, it has no religious affiliation and provides services to anyone in need. It began with the dedication and
hospitality of parishioners over two
decades ago. These volunteers made
sandwiches and began feeding all
hungry and homeless in the cloister
garden through the iron gate. The
word quickly spread among the hungry
that you could get a meal “at the Iron
Gate.”
A grant of $20,000 helped them
meet the increasing number of
people they are seeing because of the
economic factors facing our country.
They continue to set new records by
cooking more than 550 meals each
day on average compared to a year
ago when they were feeding about
275 people each day. They focus on
hospitality by calling the hungry that
come to them “guests.”
Unfortunately, Oklahoma has the
highest rate of people suffering from
food insecurity and hunger in the
nation. Twenty-five percent of homeless
are children and 22 percent are female
domestic
violence
victims.
We serve the disenfranchised of our
nation who are all too often forgotten and
overlooked.
Iron Gate provides food in a friendly environment
every day for the hungry and homeless of Tulsa
without discrimination.
2009 Sarkeys Annual Report
We believe families should share and
tell stories which connect life’s favorite
moments.
7
HEARTS FOR HEARING
6
beau
tiful
Children who are deaf or hard of hearing can learn to listen and talk - just like normal hearing kids. Adults with
hearing loss are experiencing renewed
hearing and connections with family
and friends. They provide the expertise,
services and programs for individuals
with hearing loss and their families to
listen for a lifetime.
A $62,000 grant for their pediatric
project provides state-of-the-art
hearing aids for newborns identified
with hearing loss. The inability of
parents to afford a $6,000 hearing
aid can prevent some children from
having the opportunity to learn to listen
and talk. With early hearing screening,
advances in technology, and auditory-
verbal therapy, deaf babies can keep
up with their peers and enter preschool
in mainstream classrooms.
From the very beginning, long
before they learn how to talk, babies
learn language by hearing it. Getting
the right help as soon as possible will
make an enormous difference
in a child’s success.
Hearts for Hearing is the place for
comprehensive hearing health care for
all ages.
2009 Sarkeys Annual Report
We can keep making life better for the many
Oklahomans who need our programs and
the incredible dogs who serve them.
NEW LEASHON LIFEnu
rturin
g
8 9
They train assistance dogs for people with disabilities so they can live more independently. Their
therapy dogs work in area hospitals,
nursing homes and schools, and they
give comfort to the elderly or ill. They
also train unwanted shelter dogs into
well-mannered companion dogs for
adoption through an inmate training
program at a local correctional facility.
These inmates’ lives are often turned
around by the very dogs they train for
adoption in the community.
The grant of $22,550 covers the
cost of training assistance dogs for
people with disabilities and provides
support for their assistance, inmate,
and therapy dog programs. There are
no other options or local resources
for people needing an assistance
dog in certain areas of Oklahoma.
The assistance dogs help clients
remain independent in their homes,
workplaces and communities. This
A New Leash on Life changes and improves
people’s lives by utilizing the special abilities of
dogs.
2009 Sarkeys Annual Report
young nonprofit continues to grow and
enrich the quality of people’s lives by
developing the unique abilities of dogs
to respond to needs -- and connecting
their clients with just the right dog.
11
THE OKLAHOMA WONDERTORIUM
10
We have ambitious plans to further our
mission into a regionally -, and quite possibly,
nationally-known children’s museum.
thou
ghtfu
l
A group of parents, educators, community leaders, and child advocates did their research and found a need for educational and fun activities for children and families in the Stillwater area. They developed a plan to establish
a children’s museum. And in 2005,
The Oklahoma WONDERtorium, a
“museum without walls” launched its
pilot program. In less than five years,
they have engaged almost 17,000
children in school-year and summer
programs – without a building.
They received a two-year grant for
$59,624 for a new staff position to
coordinate these successful programs.
With this funding the executive director
is able to devote more time to raising
money for their capital campaign to
build their new museum with walls.
With plans to open in 2012, the
Oklahoma WONDERtorium hopes to
eventually serve more than 100,000
visitors each year. The facility will be
constructed on land purchased from the
City of Stillwater with proximity to downtown,
the public library, multi-arts center,
community center and Sherrar Museum.
The Oklahoma WONDERtorium inspires
curiosity to learn through play . . .
for a lifetime.
2009 Sarkeys Annual Report
12
Outreach and Education
13
Terry W. West - President, Shawnee, OK
Richard A. Bell, Norman, OK
Fred Gipson, Norman, OK
Teresa B. Adwan, Tulsa, OK
Dan Little, Madill, OK
Joseph W. Morris, Tulsa, OK
Board Retreats Consultants work with nonprofits to help them develop a long-term approach through a retreat format. Organization staff and board members are able to focus beyond day-to-day operations to strategic goals for a successful future. In 2009, Sarkeys funded 12 board retreat grants totaling $23,080.
Conference Center and Annex The Conference Center can seat over 150 people theater-style or 100 classroom-style. It can also be divided into smaller rooms to accommodate 20 to 75 people. It includes a full-service and large catering kitchen. The Annex is located at the end of block from the main conference center. It offers additional meeting space for small groups that don’t need presentation technologies. During 2009, Sarkeys hosted 230 events with 6,563 guests.
Research Library The Sarkeys Foundation Research Library, adjacent to the Conference Center, offers fundraising directories, board development information, comprehensive foundation lists, materials on management and government issues, and also maintains an internet-ready computer. Use of the library is available during business hours by appointment.
Incubator and Resource Center One of the first of its kind in Oklahoma, the Sarkeys Foundation Nonprofit Incubator provides temporary space at below market value to new and transitioning nonprofits. The Resource Center is yet another way Sarkeys Foundation adds value to nonprofit organizations. At low or no cost, nonprofits can utilize a large format full color printer, a color copier, a laminator, die cuts, binding systems.
Board of Trustees2009 Sarkeys Annual Report
Capacity building has fast become a major topic among nonprofits – actions that improve effectiveness. That’s exactly
why Sarkeys Foundation first adopted the philosophy that we are “more than a checkbook.” Our goal is to help enhance a nonprofit’s ability to work towards its mission. We do this by providing high level professional development seminars, conferences, retreats and programs.
Sarkeys Leadership Forum Close to 550 nonprofit staff, board members, volunteers and partners attended the Nonprofit Leadership Forum Nov. 16 – 18, 2009 at the new Embassy Suites Convention Center in Norman. The date for the 2011 Forum is Nov. 7 and 8.
n “It was really a great conference. I have already met with my Membership Committee Chair to share all I learned.”
n “Keep up the good work. I had just returned from a conference in DC and the local conference provided by Sarkeys exceeded the other conference by leaps and bounds!”
Oklahoma Institute for Nonprofit Leadership A key board member and the nonprofit CEO from 18 agencies attend a three-day retreat at Quartz Mountain Resort in Lone Wolf. The desired outcome is for participants to return to their home agencies sharing what they have learned resulting in a stronger organization and renewed commitment to their mission.
Toolbox Series This 8-month ongoing professional development series helps organizations take their work to a higher level. Completion of all 8 workshop results in a Certificate of Achievement issued jointly by Sarkeys Foundation and the University of Oklahoma College of Arts and Sciences.
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CL A REHOUSETulsa Education and resource library $14,249
COM MU NIT Y A F TER SCHOOL PROGR A MNorman Nutrition and physical education program. $25,000
COM MU NIT Y CR I S I S CENTER , INC .Miami Funding for the development team $50,000
COM MU NIT Y L I TER AC Y CENTERS Oklahoma City LEAP program $50,000
CROSSTOWN LEARNING CENTER, INC.Tulsa Scholarship for teachers to complete bachelor’s degrees in early childhood education $40,000
DA I LY L I V ING CENTERS Oklahoma City Capital Campaign $50,000
DOM EST IC V IOLENCE INTERV ENT ION SERV ICESTulsa Board retreat $2,250
E A ST CENTR A L U N I V ERS I T Y FOU N DAT IONAda Capital Campaign $50,000
EN ID A RTS A N D SC I ENCES FOU N DAT ION D/B/A LEON A RDO’SEnidSafety equipment $10,000
E XCH A NGE CLU B CENTER FOR THE PRE V ENT ION OF CH I LD A BUSEOklahoma City Board retreat $2,200
G I R L SCOUTS OF E A STERN OK L A HOM A , INC .Tulsa Project MEND $53,800
GI RL SCOUTS - WESTERN OKL AHOM A INC.Oklahoma City Girl scouting for girls in the juvenile justice system $49,750 GRE ATER OK L A HOM A D I SA B LED SPORTS A SSOCI AT IONEdmond Board retreat $2,000
H A PPY H A N DS EDUC AT ION CENTERTulsa Scholarships $25,000
HE A RTL IN E INC . Oklahoma City Board retreat $1,800
HE A RTL IN E INC . Oklahoma City Call center staffing $30,000
Sarkeys Foundation Staff
Diana HartleyProgram Officer
Susan C. FrantzSenior Program Officer
Lori SuttonFacilities Operations Officer
Linda English WeeksSenior Program Officer
Kate ThompsonExecutive Assistant &Technology Manager
Angela HolladayOffice Manager
Janice WhiteReceptionist
Grants Paid2009 Sarkeys Annual Report
Kim HenryExecutive Director
A CH A NCE TO CH A NGE FOU N DAT ION Oklahoma City ‘A Chance to SUCCEED’ Program $25,000
A R M ED SERV ICES YMC A OF THE USA , L AW TON Lawton Childcare scholarship assistance for families of enlisted personnel $50,000
A SSOCI ATED CENTERS FOR THER A PY Tulsa Transition living services $15,000
CALM WATERS CENTER FOR CHILDREN AND FAMILIES, INC. Oklahoma CityExpansion of school-based grief support program $25,000
C A M ERON U N I V ERS I T Y Lawton Capital Campaign $100,000 CENTER FOR CH I LDREN A N D FA M I L I ES , INC . Norman Child Trauma Academy Program $50,000
C I M A RRON C I RCU IT OPER A COM PA NYNormanBoard retreat $2,500
C I T Y RESCU E M I SS IONOklahoma City Board retreat $1,890
Grantee NameCityProject Amount
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MENTAL HEALTH ASSOCIAT ION IN TULSATulsa SafeTeam program $25,000
MUSKOGEE L ITTLE THEATRE , INC.Muskogee Board retreat $1,800
NAIC CENTER FOR OKLAHOMA ALCOHOL AND DRUG SERV ICESNorman Expansion of gambling treatment program $8,260
NATURE CONSERVANCY - OKLAHOMA CHAPTER Tulsa Wind energy development $25,000
NEW LEASH ON L IFE , INC.Norman Educational funds and training supplies $22,550
NEW LEASH ON L IFE , INC.Norman Board retreat $990
OKC METRO ALL IANCEOklahoma City Construction of Women’s Firstep facility $25,000
OKLAHOMA ARTS INST ITUTENorman Scholarships for public school educators to attend the Oklahoma Fall Arts Institute $25,000
OKLAHOMA CENTENNIAL COMMEMORATION FUNDOklahoma City Construction of a dome for the Capitol building $50,000
OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATIONOklahoma City Capital Campaign $200,000
OKLAHOMA CITY EDUCAREOklahoma City Capital Campaign $200,000
OKLAHOMA CITY METRO L ITERACY COAL IT IONOklahoma City Board retreat $1,800
OKLAHOMA HUMANIT IES COUNCILOklahoma City The Museum on Main Street program $9,170
OKLAHOMA INST ITUTE FOR CHILD ADVOCACYOklahoma City Support of statewide afterschool network $25,000
THE OKLAHOMA WONDERTORIUMStillwater Salary for a support position $38,500
THE OKLAHOMA WONDERTORIUMStillwater Board retreat $2,000
SA INT S IMEON’S EP ISCOPAL HOMETulsa Assisted living expansion campaign $50,000
SENIOR LAW RESOURCE CENTER, INC.Oklahoma City Program to prevent and address financial exploitation of the elderly and other vulnerable adults $29,550
SPECIAL CARE Oklahoma City Scholarships $50,000
UNIVERS ITY OF OKLAHOMA FOUNDATIONNorman Remote teaching project $75,000
UNIVERS ITY OF OKLAHOMA FOUNDATIONNorman Construction of an indoor tennis facility and support of the Sooner Heritage Scholarship Program $300,000
UNTITLED (ARTSPACE) INC.Oklahoma City Underwriting of programs for three years $25,000
VAR IETY HEALTH CENTER Oklahoma City Project Espera Mas $50,000
WESTERN PLA INS YOUTH AND FAMILY SERV ICESWoodward Capital Campaign $50,000
P IONEER MULT I COUNTY L IBRARY SYSTEMNorman Board retreat $2,000
PLANNED PARENTHOOD OF CENTRAL OKLAHOMAOklahoma CityPermanent contraception program $40,000
PUTNAM CITY PUBL IC SCHOOLS FOUNDATIONOklahoma City Support of Authors Alive reading program $10,000
PUTNAM CITY PUBL IC SCHOOLS FOUNDATIONOklahoma City Board retreat $1,260
REBUILDING TOGETHER OKLAHOMA CITY INC.Oklahoma City Roofing repair or replacement for low income, elderly homeowners $50,000
REGIONAL FOOD BANK OF OKLAHOMA Oklahoma City Capital campaign and Food4Kids program $200,000
ROGERS STATE UNIVERS ITY Claremore Capital campaign $50,000
ROSE STATE COLLEGE FOUNDATIONMidwest City Board retreat $1,800
YMCA OF GREATER OKLAHOMA CITYOklahoma City Funding the Welcome Center Operations $20,000
YMCA OF SHAWNEE Oklahoma City Capital Campaign $60,000
YOUNG WOMEN’S CHRIST IAN ASSOCIAT ION OF OKLAHOMA CITYOklahoma City Children’s Crisis Center $100,000
YOUTH AND FAMILY SERV ICES OF EL RENOEl Reno Assistance for Independent Living and Foster Care Program $55,000
YOUTH AT HEART Tulsa After school and summer programs $10,000
Grantee NameCityProject Amount
Grants Paid
HE A RTS FOR HE A R ING Oklahoma Pediatric Hearing Aid Project $62,000
HOSP ICE OF SOUTHWEST OKLAHOMA, INC.Lawton Assistance for uninsured patients $15,000
IRON GATE Tulsa Funding for food pantry $20,000
JASMINE MORAN CHILDREN’S MUSEUM FOUNDATIONSeminole Endowment $50,000
KALE IDOSCOPE GRIEF SUPPORT INC.Norman Board retreat $1,890
L IFE SENIOR SERV ICES Tulsa LIFE Connection scholarship fund $20,000
LYR IC THEATRE OF OKLAHOMA Oklahoma City Building renovation $50,000
MARY ABBOTT CHILDREN’S HOUSE Norman Salary for a development director $25,000
MEALS ON WHEELS OF NORMAN Norman Subsidies for low income clients $46,725
Grantee NameCityProject Amount
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continued on page 24
2009 2008
November 30, 2009 and 2008 November 30, 2009 and 2008
Revenues, Gains and Other Support Investment return (loss) $ 18,964,940 $ (33,276,628)
Educational programs 88,362 36,925
Royalties and lease bonus 439,374 58,140
Other 10,091 29,986
Total revenues, gains and other support 19,502,767 (33,151,577)
Expenses Grants awarded, net 1,461,834 4,090,935
Educational programs 140,481 63,173
Professional fees 63,346 68,560
Investment fees 291,441 362,609
Trustee fees 99,300 95,471
Employee costs 859,343 1,032,287
Depreciation and other property costs 159,210 199,300
Federal excise taxes (benefit) 196,657 (432,948)
Other 208,194 231,527
Total expenses 3,479,806 5,710,914
Increase (Decrease) in Unrestricted Net Assets 16,022,961 (38,862,491)
Unrestricted Net Assets, Beginning of Year 68,669,055 107,521,546
Unrestricetd Net Assets, End of Year $ 84,692,016 $ 68,669,055
2009 2008
Statements of Financial Position Statements of Activities2009 Sarkeys Annual Report
Assets Cash and cash equivalents $ 1,376,381 $ 4,538,268
Interest and dividends receivable 216,674 234,655
Federal excise taxes receivable 39,660 102,620
Deferred federal excise taxes 41,305 220,423
Investments, at fair value 83,825,978 65,774,137
Property and equipment, net 2,071,430 2,146,150
Other assets 5,600 6,296
Total assets $ 87,577,028 $ 73,022,549
Liabilities and Net Assets
Liabilities Accounts payable and accrued expenses $ 51,972 $ 158,994
Grants payable 2,833,040 4,194,500
Total liabilities 2,885,012 4,353,494
Unrestricted net assets 84,692,016 68,669,055
Total liabilities and net assets $ 87,577,028 $ 73,022,549
For complete information on proposal submission, visit the Sarkeys website at www.sarkeys.org or call 405.364.3703 to speak to a member of the program staff.
Application Frequency: Organizations may apply once per calendar year or twelve-month period, and groups with a current grant may not re-apply until final payment has been received.
Proposal Information: The Sarkeys Foundation grant application is designed as a learning process to help an organization analyze its financial, operational and philosophical methods. The application is available online through the website at www.sarkeys.org. Potential applicants will create a user profile with their IRS tax identification number verifying they are a 501 (c) (3) organization. If an organization does not have access to the web-based application, they may request an application by contacting our office. Post-Grant Requirements: Upon receipt of a grant award, the agency will be asked to sign an agreement stipulating work to be accomplished and the terms and conditions of the grant. Interim reports may be required, and a final evaluation, including project completion and expense records, is due at the end of the project. After the granting period is over, Sarkeys may request additional progress reports.
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Application Guidelines
l government agenciesl religious institutionsl public and private schoolsl for-profit organizations
2009 Sarkeys Annual Report
Areas Outside of Sarkeys’ Range of Support: Agencies that may fall outside of our range of support include:lindividuals l out-of-state agencies l hospitals l agencies requesting start-up funds
Programs that fall outside of the range of support are those that are requesting funds for: l programs more appropriately financed through their communities l operating expenses l permanent financing l grants which trigger expenditure responsibility by Sarkeys Foundation l direct mail l annual fund drives l vehicle purchases l feasibility studies
Challenge Grants: At times, Sarkeys may stipulate a Challenge Grant, meaning that monies awarded are contingent upon an organization’s ability to raise additional funds within a specific time period.
Prior to Submitting a Grant Proposal: Before submitting a proposal, those writing the request should speak with a program officer, both to clarify areas of support and to receive suggestions about their submissions.
The Sarkeys Foundation is dedicated to improving the quality of life in Oklahoma. To that end, it accepts grant proposals from charitable, scientific, and educational institutions classified as 501(c)(3).
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