2011-2012ANNUAL REPORT

United Way of Norman

www.unitedwaynorman.org

A TRADITION OF CARINGUnited Ways trace their history back to 1887 with the formation of the Charity Organization Society in Denver. United Way as we know it today was developed in the 1920s, 30s and 40s. That’s when business and labor leaders joined together to reduce the number of charitable appeals to their organizations by conducting a single, efficient fundraising drive. First known as the Community Chest, this charitable appeal was later renamed the United Fund. It later evolved into the United Way.

Here in Norman, a group of concerned citizens started The United Fund of Norman in 1957. That first fund drive raised more than $38,000 and provided funding to 9 health and human service agencies.

As the years have gone by, the work of the United Way has expanded, as has the support from the community. The 2011 campaign raised more than $2 million. And United Way of Norman now funds 40 programs at 27 agencies in the Norman area. In addition to funding those programs, United Way provides services to the community through initiatives like Success By 6, Teen Advisors of Norman, FamilyWize discount prescription drug cards and the ABC School Supply Program.

OUR MISSIONTo unite and strengthen our community by empowering each person to change lives

OUR VISIONA community working together to make life better for everyone

WHAT WE DOIDENTIFY challenges and solutionsCOORDINATE resourcesSUPPORT quality programsIMPROVE lives

2012 Annual ReportUNITED WAY OF NORMAN

ChairpersonNanette Hathaway University of OklahomaVice ChairCasey Vinyard Sports Talk 1400 Secretary/TreasurerNeil Schemmer First American BankImmediate Past ChairTyler LaReau LaReau & AssociatesCampaign ChairsSean Crandall Arvest BankTyler LaReau LaReau & Associates

Other MembersJim Adair Adair & AssociatesJoey Armstrong First Baptist ChurchRobyn Castleberry Moore Norman Technology CenterJames Chappel OG&ELeslie Christopher Bramlett MultimediaTerry Clark Radar Operations CenterSteve Elliot First American BankHouda Elyzgie Saxum PRSteve Faler Arvest BankM.J. Farzaneh Home Creations Kelley Grace Eide BaillyHeather Boles CNIKaren Hill Training Professionals Inc.Connie Hobby Johnson ControlsScott Hofmann BancFirst J.T. Johnson Weather Decision TechnologiesMariann Lawson Republic Bank & TrustPam Maguire AstellasSteve McDaniel Brookhaven Financial Services, LLCBen Odom Odom, Sparks & JonesLynn Palmerton Sooner Mall, General Growth PropertiesMargaret Pape Community VolunteerGiovanni Perry Law Offices of Giovanni I. Perry, PLLC Joe Siano Norman Public SchoolsKate Stanton University of OklahomaAlice Thacker Community VolunteerTeresa Turner OU Athletics Rachel Tyrrell OU StudentJ.D. Younger Norman Police Department

BOARD OF DIRECTORS

2012 Annual ReportUNITED WAY OF NORMAN

All meetings were held at the United Way of Norman office at 4:00 p.m., unless otherwise noted.

EXECUTIVE COMMITTEE: BOARD OF DIRECTORS:Thursday, August 11, 2011 Tuesday, July 19, 2011 Tuesday, August 16, 2011Thursday, October 13, 2011 Tuesday, September 20, 2011 Tuesday, October 18, 2011Thursday, December 15, 2011 Tuesday, November 15, 2011 Tuesday, December 20, 2011Thursday, February 16, 2012 Tuesday, January 17, 2012 Tuesday, February 21, 2012Thursday, April 12, 2012 Tuesday, March 27, 2012 Funding Approval: Tuesday, April 17, 2012Thursday, May 10, 2012 Budget Approval: Tuesday, May 15, 2012 Tuesday, June 19, 2012* Thursday, June 14, 2012 (3:30 Annual Meeting)

MEETING DATES

President VP of OperationsVP of Resource DevelopmentVP of Marketing & CommunicationsDirector of Community ImpactDirector of Community ImpactDirector of Information SystemsSB6 Norman DirectorSB6 Norman CoordinatorAdministrative Assistant

2424 Springer Dr., Ste. 304 Norman, OK 73069(405)329-2025(405)364-3800

EMPLOYEESKristin CollinsKathy HolderCandice JonesJed DembowskiDiane MurphreeRenee O’LearyLaurie CarpenterChristy EmigFlorencia BriglieStacy Bowles

2012 Annual ReportUNITED WAY OF NORMAN

Campaign ChairsSean Crandall Arvest BankTyler LaReau LaReau & Associates

Public ServiceRoger Brown , Chair Norman Public SchoolsJeff Bryant City of NormanLinda Price City of Norman

ResidentialBrandon Hopper, Chair Valliance BankKevin Hopper, Chair Arvest Bank

Small BusinessTom Cooper, Chair First American BankCindy Nashert, Chair State FarmAndy Sherrer , Chair Republic Bank & Trust

Workplace GivingDeidra Peters, Chair Republic Bank & Trust Kristi Cain-Morgan University of Oklahoma Casey Vinyard, Chair Sports Talk 1400 James Chappel OG&ENancy Coggins Sooner Theatre Kelly Collyar University of OklahomaKelley Grace Eide Bailly Scott Hofmann BancFirstMarci Jacobs Embassy Suites Mark Ledbetter Republic Bank & TrustJeff Lester Eide Bailly Carlee Suchy McClain BankTeresa Turner OU Athletic Dept. Chad Vice Havenbrook Funeral Home

Celebrity SingJennifer Baker, Chair Sooner TheatreJulia Chew, Chair State FarmMark Krittenbrink, Chair Krittenbrink ArchitectureDebbie Barnhill BancFirstRuth Beller Community VolunteerSherry Bryant Community VolunteerRyan Clark Republic Bank & TrustKym Johnston Box TalentRichard Mayeaux Design 2000Autumn McMahon University of Oklahoma

University of OklahomaDaniel Pullin, Chair University of OklahomaLaura Tontz, Chair University of Oklahoma

CAMPAIGN CABINET

2012 Annual ReportUNITED WAY OF NORMAN

Arvest BankAstellas Pharma TechnologiesAT&TBancFirstBob Usry PlumbingCity of NormanCleveland County YMCACMBSEide BaillyEquity RealtyFirst American BankFirst Bank & TrustFirst Fidelity BankGreat Nations BankHitachiHome CreationsIdeal HomesJoe’s PlaceJohnson ControlsLWBPMcClain BankThe McKinney Partnership Moore Norman Technology CenterNorman Regional Health SystemThe Norman TranscriptOECOG&EONGRepublic Bank & TrustReynolds FordSam’s ClubService ExpertsSports Talk 1400TargetValliance BankWeather Decision Technologies

PACESETTER COMPANIES

2012 Annual ReportUNITED WAY OF NORMAN

BASIC NEEDSAmerican Red Cross- Heart of Oklahoma ChapterEmergency Response- $45,000Service to Armed Forces- $3,000

Central Oklahoma Community Action AgencyRent & Mortgage Assistance- $25,000

Food & Shelter for FriendsFood & Outreach- $50,050Emergency Transportation- $10,000

Salvation ArmyEmergency Services- $22,700Social Services- $20,000

Women’s Resource CenterFamily Violence Shelter- $43,900Rape Crisis Center- $25,000

SUCCESSFUL CHILDREN & YOUTHBethesdaOutreach & Prevention- $17,525Abuse Counseling- $50,000 Big Brothers Big Sisters of Oklahoma, Inc.Mentoring- $60,000Amachi- $8,000

Boy Scouts of America, Last Frontier CouncilComprehensive Youth Development- $2,500

BridgesStudent Services- $45,000

Cleveland County CASACourt Appointed Special Advocates- $1,000

Center for Children and Families, Inc.Neighborhood Centers- $82,000Healing & Preventing- $55,000

Community After School Program, CASP, Inc.CATCH- $12,500

Girl Scouts of Western OklahomaMentors to Leaders- $4,000

Kaleidoscope Grief SupportKaleidoscope- $1,000

Loveworks OutreachAfterschool Initiative- $25,000

Mary Abbott Children’s HouseForensic Interview- $30,000

Norman Addiction Information & CounselingYouth & Family Services- $55,000

STRONG & SAFE INDIVIDUALS & FAMILIESCentral Oklahoma Community Action AgencyTransitional Housing Case Management- $15,000

Health For FriendsDental Clinic- $75,000Pharmacy- $33,000General Medicine- $58,000

Legal Aid Services of OklahomaLegal Aid Services- $15,000

Norman Addiction Information & CounselingSubstance Abuse Services- $34,000

Oxford HouseSecond Chance Act Project- $12,000

Transition HouseCommunity Outreach- $26,500Transitional Living- $22,750

SENIORS & PERSONS WITH DISABILITIESABLE- Council for Developmental DisabilitiesResidential Program- $11,500

Among FriendsAdult Care- $23,500

Full CircleDHS Assisted Program- $23,500Caregiver Education- $3,000

Meals on Wheels of NormanMeal Delivery- $94,500

Thunderbird ClubhouseHealth & Wellness- $10,575

Aging Services Inc.Housekeeping- $14,000

FUNDED PARTNERS

2012 Annual ReportUNITED WAY OF NORMAN

STRENGTHENING OUR COMMUNITYThanks to the generosity of our community and collaboration with strong partners, United Way of Norman is seeing progress on our goals in education, income, health & safety and independence.

QUALITY OUT OF SCHOOL TIME ACTIVITIES We want to increase the number of at-risk middle school students successfully transitioning to high school. A key component of this is quality out of school time programs. Right now United Way of Norman, the State Department of Education, and other partners are developing quality standards for all Oklahoma out of school time programs.

DESTINATION GRADUATIONOur Destination Graduation initiative focuses on ensuring students have the tools they need to successfully complete high school. Programs include mentoring, positive enrichment programs and alternative ways for potential dropouts to remain in school. 54% of students involved in Destination Graduation programs have improved their academic performance.

AFFORDABLE HEALTH CAREAccess to affordable health care not only helps low-income families. It helps the community by relieving stress on the emergency room, which many individuals use as a primary care provider. This past year people in our community saved more than $116,000 by using a discount prescription drug card distributed by United Way.

INCOME SUPPORTSHelping people with basic needs, like food and shelter, is important. But we also need to help low-income families move up the ladder by giving them opportunities to learn more about sticking to a budget, saving and taking advantage of benefits available to them. That starts with the organizations they come into contact with. That’s why we held a Financial Literacy training to “train the trainers.” The organizations that attended are all now offering some form of financial education to their clients.

ACTIVE & ENGAGEDWe want to ensure there are programs available to help seniors and persons with disabilities stay in the home of their choice and be an active and engaged member of our community. Information can be a barrier to this. That’s why we put together a Senior Resource Guide, informing at least 2,000 people about the activities and opportunities available to them.

2012 Annual ReportUNITED WAY OF NORMAN

COUNCIL VOLUNTEERS

Scott Hofmann, Chair BancFirst Ann Way, Vice Chair Community Volunteer Jim Adair Adair & Associates Teresa Collado NAICDoug Cubberley Attorney Katie Fitzgerald CCFISharon Heatly Norman Public Schools Kim Jackson Community Volunteer Charlotte Jones K20 Center Carla Kimberling NPS

Shari Kinney Health Department Mariann Lawson Republic Bank & Trust Jenny Lewis Community Volunteer Scott Meier McFarlin Methodist Church Jennifer Newell Norman Police Dept. Joe Paslay YMCA Ann Ross Community Volunteer Heidi Smith Mary Abbott House Michelle Sutherlin Longfellow Middle School Bryan Waldenville Journey Church

SUCCESSFUL CHILDREN & YOUTH

Robyn Castleberry, Chair Moore Norman Technology CtrSteve Elliot, Vice Chair First American BankLeona Chapman COCAALeslie Christopher Bramlett & AssociatesGinny Corson East Main PlaceRebecca Craig Mary Abbott HouseBrent DeLong Maximized LivingLori Fightmaster First American Bank

Inger Giuffrida Financial EducatorPatrick Grace OECChase Hackler Express EmploymentGiovanni Perry Giovanni I. Perry, Esq.Jaree Stambeck Ideal HomesSteven Streetman Norman Public LibraryChuck Thompson Republic Bank & TrustNyky Wilson First Fidelity Bank

STRONG & SAFE INDIVIDUALS & FAMILIES

Cody Ponder, Chair CARTDebbie Barnhill BancFirstHugh Brady DHSDeandra Downer Arbor HouseDouglas Forsyth NOAACathe Fox Among FriendsMaurine Garton Community VolunteerErin Goodall First Fidelity BankLynn Haynes Meals on WheelsJeff Hughes Progressive IndependenceSandi Lassiter City of Norman, Senior CtrGerry Mayes Community Volunteer

Jim Martin OU Zarrow CenterJustin Milner Norman Public SchoolsMargaret Pape Community VolunteerCleeta Pucket Leaders PlusChristy Roberts Home Instead Senior CarePam Sanford Thunderbird ClubhouseBob Staples NSSLSherwood Taylor BalfourMichelle Traw New Leash on LifeRose Wilderom Dillard GroupKathleen Wilson Aging Services

SENIORS & PERSONS WITH DISABILITIES

Joey Artmstrong, Chair First Baptist ChurchLarry Bartels Office MaxSean Crandall ArvestPatrick Grose J.D. McCarty CenterElaine Hunter WillowsLisa Krieg City of Norman

Tyler LaReau LaReau & Assoc.Kristen Martin The Salvation ArmySamantha Mohr Office MaxTorry Tedder OECAlice Thacker Community Volunteer

BASIC NEEDS

2012 Annual ReportUNITED WAY OF NORMAN

Hundreds of Norman employees participated in the United Way’s 18th Annual Day of Caring.

Day of Caring matches volunteer workers with community agencies and organizations for the day. This gives the agencies an opportunity to complete projects that require more manpower than they normally have.

Almost 400 volunteers took part in the 2011 Day of Caring. Those volunteers came from 33 companies and volunteered at 26 agencies

There are a wide range of projects, including; repairing playground equipment, helping with computer work and spending time with the elderly.

Students, faculty and staff at the University of Oklahoma also get involved, by holding a supply drive for area agencies. The OU groups gather items requested by the agencies, such as canned food, hygiene items, toys and paper towels.

Students from Moore Norman Technology Center pick up the supplies and sort them to ready them for distribution.

DAY OF CARING

In April 2012, United Way of Norman honored Norman’s Volunteers of the Year for the 27th year.

Ed Copelin and Andy Paden emceed the event that recognized award recipients in four categories.

• Humanitarian- Newt Mitchell• Service to Youth/Education- Brenda Wheelock• Senior Citizen- Brewster Hobby• Young Citizen- Chris Applegate

VOLUNTEER OF THE YEAR

2012 Annual ReportUNITED WAY OF NORMAN

SUCCESS BY 6Success By 6 is an early learning initiative. It’s mission is to ensure all children in our community are safe, healthy, eager to learn and ready to succeed by the time they enter school. Take a look at what Success By 6 has accomplished through community collaboration and commitment.

COMMUNITY RESOURCE VANThe Community Resource Van is a collaborative effort between key partners and agencies. Its mission is to bring helpful tools and educational resources to parents, parents-to-be, caregivers, educators and young children. Literacy, nutrition, parent education, exercise, art and well care services are part of the van’s focus.

• The van made weekly stops at two apartment complexes• The van made monthly visits to Families Read together• 5,554 books were distributed to children and parents

HEALTH CARE SCREENINGSScreenings provided at five child care facilities• 262 children were screened• 255 children were referred to doctors for followup

COMMUNITIES READ TOGETHERPartners make a commitment to read to children at a child care center at least once a week. These partners reading to 171 children at 10 sites every week.

EARLY BIRDSEarly Birds helps parents get their children ready for school by arming them with information, activities and materials to help them learn and succeed. The program is a partnership with Norman Public Schools.

Topics covered include child development, everyday learning opportunities, health and safety. Parents also receive free toys and materials that foster school readiness at home.

Early Birds started at two schools as a pilot program in 2011, with 62 caregivers of children attending. The program has since expanded. It is now offered to all families of Norman Pre-K students and to the families of children 0-4 who will attend Jefferson, Eisenhower, Madison and Kennedy. It is also offered at Northmoor Elementary in Moore.

2012 Annual ReportUNITED WAY OF NORMAN

STATEMENT OF FINANCIAL ACTIVITIESYear Ended on June 30, 2012

Revenues Campaign revenue Less: Donor designations Uncollected pledges expense

Net campaign revenue

Success by Six: State grant Matching donations In-Kind donations Other donations In-kind donations Gain (Loss) on disposal of assets Interest income

Satisfaction of time and program restrictions

Total revenues and other support

Expenses Functional expenses Management and general Community outreach Resource development Basic Needs Council Children’s council Families council Seniors council Success by Six

Total functional expenses

Allocations to agencies

Total expenses

Change in net assets

Net assets, beginning of year

Net assets, end of year

$ 2,000,415(17,387)

(134,296)

1,848,732

---

8,37719,757

(393)13,221

1,889,694

181,982

2,071,676

81,63082,317

247,89034,03266,97665,26051,399

147,674

777,178

1,448,805

2,225,983

(154,307)

807,840

$ 653,533

$ ---

-

69,49915,29922,75882,951

---

190,507

(181,982)

8,525

--------

-

-

-

8,525

81,237

$ 89,762

$ 2,000,415(17,387)

(134,296)

1,848,732

69,49915,29922,75891,32819,757

(393)13,221

2,080,201

-

2,080,201

81,63082,317

247,89034,03266,97665,26051,399

147,674

777,178

1,448,805

2,225,983

(145,782)

889,077

$ 743,295

UnrestrictedTemporarilyRestricted Total

2012 Annual ReportUNITED WAY OF NORMAN

STATEMENT OF FINANCIAL POSITIONJune 30, 2012

Current Assets Cash and cash equivalents Certificates of deposit Pledges receivable, net of allowance for uncollectible pledges of $97,970 and $83,800, respectively Success by Six grant receivable Other receivables Deposits Interest receivable

Total Current Assets

Fixed assets, net

Total Assets

Current Liabilities Accounts payable Accrued vacations Other accrued liabilities Campaign allocations payable

Total Liabilities

Net Assets Unrestricted Temporarily restricted

Total Net Assets

Total Liabilities and Net Assets

$ 1,269,824 -

778,912 15,035 1,126

100-

2,064,997

25,402

$ 2,090,399

$ 17,542 3,190 2,622

1,323,750

1,347,104

653,533 89,762

743,295

$ 2,090,399

ASSETS

LIABILITIES AND NET ASSETS

2012 Annual ReportUNITED WAY OF NORMAN

The United Way of Norman carefully computes fundraising costs, according to financial policies set by United Way Worldwide. Based on this formula, our cost to be recovered is 11.06%. The amount needed to generate funds on behalf of the United Way of Norman’s partner agencies is included in the overall campaign goal each year.

FUNDRAISING COSTS

POLICY REGARDING DUES OR SERVICE CHGS.The United Way of Norman, Inc. does not charge any sort of membership fees to its partner human service agencies.

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

PRESENTING SPONSORS

VIP SPONSORS