Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
TULSA AREA UNITED WAY
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1430 SOUTH BOULDER
 
Room/suite
City or town, state or country, and ZIP + 4
TULSA, OK74119
D Employer identification number

73-0580283
E Telephone number

G Gross receipts $ 24,417,086
F Name and address of principal officer:
MARK R GRAHAM
1430 SOUTH BOULDER
TULSA,OK74119
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.TAUW.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1924
M State of legal domicile: OK
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 52
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 51
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 32
6 Total number of volunteers (estimate if necessary) .... 6 5,800
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 23,067,117 24,300,676
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 15,349 103,999
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 252,052 12,411
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 23,334,518 24,417,086
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 20,085,948 21,088,388
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,845,311 1,914,757
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,294,162    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 675,046 700,589
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 22,606,305 23,703,734
19 Revenue less expenses. Subtract line 18 from line 12...... 728,213 713,352
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 30,603,549 31,780,708
21 Total liabilities (Part X, line 26)............ 19,982,158 20,322,540
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 10,621,391 11,458,168
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 8,823,059 including grants of $ 8,672,118 ) (Revenue $ 0 )
HEALTH/SAFETY. OKLAHOMA HAS AN ALARMING RATE OF HEART DISEASE AND DIABETES SO TAUW INVESTS IN HEALTH ORGANIZATIONS THAT ADDRESS CHILD AND ADULT OBESITY, AND PROVIDE PUBLIC EXERCISE AND NUTRITION EDUCATION. IN THE AREA OF HEALTH, TAUW ALSO SUPPORTS SAFE HOUSING FOR THE MENTALLY ILL; PROGRAMS TO REDUCE ADDICTIONS IN YOUTH AND ADULTS; SERVICES FOR THOSE WITH DISABILITIES AND PUBLIC EDUCATION IN HEALTHY LIFESTYLES. ADDITIONALLY, TAUW SUPORTS EMERGENCY RESPONSE TO DISASTERS TO ENSURE FAMILIES HAVE A SAFE LIVING ENVIRONMENT.
4b (Code:   ) (Expenses $ 8,430,924 including grants of $ 8,286,691 ) (Revenue $ 0 )
EDUCATION. TAUW'S PURPOSE IN FUNDING EDUCATION IS TO ENSURE QUALITY EARLY CHILDHOOD DEVELOPMENT PROGRAMS DESIGNED TO ERASE THE GAP BETWEEN CHILDREN WHO ARE READY FOR KINDERGARTEN AND THOSE WHO ARE NOT; TO SUPPORT YOUTH DEVELOPMENT PROGRAMS THAT INCREASE THE NUMBER OF HIGH SCHOOL GRADUATES IN OUR COMMUNITY; AND TO INCREASE LITERACY AND ACADEMIC ACHIEVEMENT THROUGH PARENT INVOLVEMENT.
4c (Code:   ) (Expenses $ 2,352,816 including grants of $ 2,312,565 ) (Revenue $ 0 )
FINANCIAL STABILITY. STRESSFUL ECONOMIC CONDITIONS PROMPT TAUW'S FUNDING OF BASIC NEEDS (FOOD, CLOTHING, RENT, UTILITIES, SHELTER) FOR FAMILIES, FOR THE HOMELESS AND NEAR-HOMELESS. INCREASED INCIDENTS OF DOMESTIC AND CHILD ABUSE DURING CHALLENGING ECONOMIC TIMES AS WELL AS INCREASED NUMBER OF JOBS LOST ARE REASONS TAUW SUPPORTS CREDIT COUNSELING, LEGAL AID SERVICES, EMPLOYMENT PROGRAMS, HOMELESS AND DOMESTIC VIOLENCE SHELTERS.
(Code:   ) (Expenses $ 207,158 including grants of $ 205,000 ) (Revenue $ 0 )
VENTURE GRANTS
(Code:   ) (Expenses $ 627,916 including grants of $ 591,867 ) (Revenue $ 0 )
COMBINED FEDERAL CAMPAIGN DESIGNATIONS
(Code:   ) (Expenses $ 23,022 including grants of $ 22,995 ) (Revenue $ 0 )
COMBINED STATE CAMPAIGN DESIGNATIONS
(Code:   ) (Expenses $ 124,360 including grants of $ 123,573 ) (Revenue $ 0 )
ROGERS COUNTY UNITED WAY
(Code:   ) (Expenses $ 128,340 including grants of $ 124,502 ) (Revenue $ 0 )
OTHER DESIGNATIONS
(Code:   ) (Expenses $ 200,000 including grants of $ 200,000 ) (Revenue $ 0 )
CHAPMAN 211 GRANT
(Code:   ) (Expenses $ 546,077 including grants of $ 546,077 ) (Revenue $ 0 )
OTHER FOUNDATION GRANTS
4d Other program services. (Describe in Schedule O.)
(Expenses $ 1,856,873 including grants of $ 1,814,014 ) (Revenue $   )
4e Total program service expensesMediumBullet$ 21,463,672
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
8
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
32
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
0
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
52
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
51
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
OK
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
THE ORGANIZATION
1430 SOUTH BOULDER
TULSA,OK74119
(918) 583-7171
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) BAILEY KELLI
DIRECTOR
 .50 X           0 0 0
(2) BAKER TOM
DIRECTOR
 .50 X           0 0 0
(3) BALLARD KEITH
DIRECTOR
 .50 X           0 0 0
(4) BENDER JAMES
DIRECTOR
 .50 X           0 0 0
(5) BICKERT SUSAN
DIRECTOR
 .50 X           0 0 0
(6) BOONE RICHARD
DIRECTOR
 .50 X           0 0 0
(7) BREWER JULIAN
ETHICS OFFICER
 1.00 X           0 0 0
(8) CABLE NEVYLE
DIRECTOR
 .50 X           0 0 0
(9) CORNELL PAUL
DIRECTOR
 .50 X           0 0 0
(10) CRIPPEN JEFF
DIRECTOR
 .50 X           0 0 0
(11) DALTON MARK
DIRECTOR
 .50 X           0 0 0
(12) ELLINOR DAN
CHAIR-ELECT
 .50 X           0 0 0
(13) ERVIN-JOHNSON KATHY
DIRECTOR
 .50 X           0 0 0
(14) EWING ROBYN
VICE CHAIR
 .50 X           0 0 0
(15) FERGUSON TALLY
DIRECTOR
 .50 X           0 0 0
(16) FRANK BECKY
DIRECTOR
 .50 X           0 0 0
(17) GATES CATHY
DIRECTOR
 .50 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) GIBSON JOHN
DIRECTOR
 .50 X           0 0 0
(19) GRANT BILL
DIRECTOR
 .50 X           0 0 0
(20) HARRIS RICK
DIRECTOR
 .50 X           0 0 0
(21) HILDEBRAND STEVE
DIRECTOR
 .50 X           0 0 0
(22) KAUL MANJU
INTERN
 .50 X           0 0 0
(23) KEGLOVITS DAVID
DIRECTOR
 .50 X           0 0 0
(24) KETCHUM CRAIG
DIRECTOR
 .50 X           0 0 0
(25) KNEALE JIM
SECRETARY
 .50 X           0 0 0
(26) KOLLMANN DAVID
DIRECTOR
 .50 X           0 0 0
(27) LAKIN JR PHIL
DIRECTOR
 .50 X           0 0 0
(28) LITTLEFIELD DAVID
DIRECTOR
 .50 X           0 0 0
(29) LONG TOM
DIRECTOR
 .50 X           0 0 0
(30) LORTON BOBBY
DIRECTOR
 .50 X           0 0 0
(31) MARSHALL BERT
DIRECTOR
 .50 X           0 0 0
(32) MATTHEWS JEFF
INTERN
 .50 X           0 0 0
(33) MCCALEB SR J WADE
DIRECTOR
 .50 X           0 0 0
(34) MELON MARY
DIRECTOR
 .50 X           0 0 0
(35) MESSICK MIKE
ASST. SECRETARY
 .50 X           0 0 0
(36) MITCHELL CHUCK
DIRECTOR
 .50 X           0 0 0
(37) NEAL MIKE
DIRECTOR
 .50 X           0 0 0
(38) NORTON JIM
DIRECTOR
 .50 X           0 0 0
(39) ODEN CHRIS
INTERN
 .50 X           0 0 0
(40) RATCLIFF DAVE
DIRECTOR
 .50 X           0 0 0
(41) REDMAN MICHAEL
COUNSEL
 1.00 X           0 0 0
(42) RHOADS MIKE
TREASURER
 1.00 X           0 0 0
(43) SANDS ROD
DIRECTOR
 .50 X           0 0 0
(44) SIEGFRIED TRAY
DIRECTOR
 .50 X           0 0 0
(45) SOLOMON STUART
DIRECTOR
 .50 X           0 0 0
(46) SWANSON CLINT
DIRECTOR
 .50 X           0 0 0
(47) THOMPSON VANESSA
DIRECTOR
 .50 X           0 0 0
(48) WAGNER DAVID
DIRECTOR
 .50 X           0 0 0
(49) WALKER DON
DIRECTOR
 .50 X           0 0 0
(50) WELLENDORF DON
DIRECTOR
 .50 X           0 0 0
(51) WESTBROOK SANDI
ASST. TREASURER
 1.00 X           0 0 0
(52) GRAHAM MARK R
PRESIDENT & CEO
 40.00     X       235,780 0 37,745
(53) JEWELL KATHLEEN K
VICE PRESIDENT / CFO
 40.00     X       106,976 0 16,712
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 342,756 0 54,457
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet3
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		24,300,676
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 24,300,676
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet  
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 103,999     103,999
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MISC 900,099 12,411     12,411
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 12,411
12 Total revenue. See Instructions....MediumBullet 24,417,086 0 0 116,410
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 21,088,388 21,088,388
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 342,756 22,800 205,956 114,000
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 1,160,021 192,399 282,654 684,968
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 151,026 22,953 50,552 77,521
9 Other employee benefits ....... 144,571 29,234 58,692 56,645
10 Payroll taxes ........... 116,383 17,768 37,962 60,653
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 26,500   26,500  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ......        
g Other .......... 40,210 36,049   4,161
12 Advertising and promotion .... 45,595   8,426 37,169
13 Office expenses ....... 78,612 4,724 48,995 24,893
14 Information technology ...... 16,889   11,304 5,585
15 Royalties ..        
16 Occupancy ........... 79,824 9,978 39,912 29,934
17 Travel ............ 19,730 408 8,891 10,431
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 22,230 1,745 10,148 10,337
20 Interest ...........        
21 Payments to affiliates ....... 232,068 23,207 116,034 92,827
22 Depreciation, depletion, and amortization ..... 109,246 12,017 32,774 64,455
23 Insurance .............. 12,141 1,518 6,070 4,553
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a OTHER MISC. EXPENSES 17,544 484 1,030 16,030
b
c
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 23,703,734 21,463,672 945,900 1,294,162
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 1,601,581 1 1,092,891
2 Savings and temporary cash investments ....... 1,476,753 2 7,395,672
3 Pledges and grants receivable, net ......... 14,186,626 3 13,949,532
4 Accounts receivable, net ......... 133,623 4 99,793
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 34,043 9 41,368
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,786,906
b Less: accumulated depreciation. ..... 10b 2,273,360 615,389 10c 513,546
11 Investments—publicly traded securities .......... 970,950 11 1,067,033
12 Investments—other securities. See Part IV, line 11 ...... 11,584,584 12 7,620,873
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 30,603,549 16 31,780,708
Liabilities 17 Accounts payable and accrued expenses . 166,166 17 114,946
18 Grants payable .......... 19,815,992 18 20,207,594
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D.....   25  
26 Total liabilities. Add lines 17 through 25..... 19,982,158 26 20,322,540
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 7,884,644 27 8,267,122
28 Temporarily restricted net assets ..... 1,736,747 28 2,191,046
29 Permanently restricted net assets ..... 1,000,000 29 1,000,000
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 10,621,391 33 11,458,168
34 Total liabilities and net assets/fund balances ..... 30,603,549 34 31,780,708
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
24,417,086
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
23,703,734
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
713,352
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
10,621,391
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
123,425
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
11,458,168
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
TULSA AREA UNITED WAY
 
Employer identification number

73-0580283
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 22,592,312 22,099,676 24,148,133 23,067,117 23,544,598 115,451,836
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 22,592,312 22,099,676 24,148,133 23,067,117 23,544,598 115,451,836
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.           115,451,836
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 22,592,312 22,099,676 24,148,133 23,067,117 23,544,598 115,451,836
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 490,382 565,277 264,133 15,349 104,000 1,439,141
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 31,627 61,864 35,001 252,052 12,411 392,955
11 Total support (Add lines 7 through 10).           117,283,932
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
98.440 %
15
15
98.200 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
TULSA AREA UNITED WAY
 
Employer identification number

73-0580283
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
TULSA AREA UNITED WAY
  		Employer identification number

73-0580283
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
TULSA AREA UNITED WAY
  		Employer identification number

73-0580283
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
TULSA AREA UNITED WAY
  		Employer identification number

73-0580283
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TULSA AREA UNITED WAY
 
Employer identification number

73-0580283
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 1,032,925 845,910 1,147,143
b Contributions ........ 2,960 0 75,000
c Investment earnings or losses ... 147,270 191,779 -303,355
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		    66,975
f Administrative expenses .... 5,592 4,764 5,903
g End of year balance ...... 1,172,563 1,032,925 845,910
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet15.000 %
b
Permanent endowment: SchDMd Bullet85.000 %
c
Term endowment: SchDMd Bullet0 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   146,586 146,586
b Buildings ................   2,271,651 1,955,818 315,833
c Leasehold improvements ............        
d Equipment ................   368,669 317,542 51,127
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 513,546
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) FDIC INSURED BANK ACCOUNTS & CDS 		7,620,873 F








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 7,620,873
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 24,417,086
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 23,703,734
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 713,352
4 Net unrealized gains (losses) on investments .......................... 4 123,425
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 123,425
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 836,777
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 23,674,575
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 123,425
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e 123,425
3 Subtract line 2e from line 1..................... 3 23,551,150
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b 865,936
c Add lines 4a and 4b....................... 4c 865,936
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 24,417,086
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 22,837,798
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 22,837,798
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b 865,936
c Add lines 4a and 4b....................... 4c 865,936
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 23,703,734
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE AVAILABLE FOR UNRESTRICTED USE BASED ON OUR ENDOWMENT SPENDING POLICY. THE PERMANENTLY RESTRICTED ENDOWMENT DOES NOT ALLOW SPENDING FROM THE ORIGINAL PRINCIPAL AMOUNT, $1,000,000.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ACCOUNTING FOR INCOME TAXES MAY, AT TIMES, INVOLVE SOME DEGREE OF UNCERTAINTY AND, AS SUCH, LEAD TO UNCERTAIN TAX POSITIONS HAVING BEEN TAKEN. MANAGEMENT EVALUTATED UNITED WAY'S TAX POSITIONS AND CONCLUDED THAT UNITED WAY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, UNITED WAY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2007.
PART XII, LINE 4B - OTHER ADJUSTMENTS:   DESIGNATIONS TO OTHER CHARITIES 865,936.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:   DESIGNATIONS TO OTHER CHARITIES 865,936.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
TULSA AREA UNITED WAY
 
Employer identification number
73-0580283
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) A NEW LEAF INC2306 S 1ST PL
BROKEN ARROW,OK74012 		73-1042760 501 (C) 3 156,615       SAFETY AND FINANCIAL STABILITY
(2) ABILITY RESOURCES INC823 S DETROIT STE 110
TULSA,OK74120 		73-1000572 501 (C) 3 69,296       HEALTH
(3) AIDS UNITED AMERICORPS PROGRAM1424 K ST STE 200
WASHINGTON,DC20005 		52-1706646 501 (C) 3 19,897       AMERICORPS TEAM TULSA
(4) AMERICAN HEART ASSOCIATION INC SOUTH CENTRAL AFFILIATE109800-B STONELAKE BLVD STE 230
AUSTIN,TX78759 		13-5613797 501 (C) 3 216,703       HEALTH
(5) AMERICAN RED CROSS TULSA AREA CHAPTER10151 E 11TH ST
TULSA,OK74128 		73-0579223 501 (C) 3 1,074,906       SAFETY AND FINANCIAL STABILITY
(6) AMERICAN RED CROSS SPECIAL GRANT10151 E 11TH ST
TULSA,OK74128 		73-0579223 501 (C) 3 300,000       EMERGENCY NEEDS
(7) ARMED FORCES VETERANS HOMES FOUNDATION5211 AUTH RD
SUITLAND,MD20746 		52-1993760 501 (C) 3 5,482       DESIGNATIONS STATE CHARITABLE CAMPAIGN
(8) ARTHRITIS FOUNDATION INC SOUTH CENTRAL REGION7170 S BRADEN AVE STE 170
TULSA,OK74136 		94-3454386 501 (C) 3 86,221       HEALTH
(9) BIG BROTHERS BIG SISTERS OF OKLAHOMA5840 S MEMORIAL STE 111
TULSA,OK74145 		73-1226237 501 (C) 3 372,859       EDUCATION
(10) BOY SCOUTS OF AMERICA4295 S GARNETT RD
TULSA,OK741464261 		73-0579230 501 (C) 3 573,804       EDUCATION
(11) BOY SCOUTS OF AMERICA4295 S GARNETT RD
TULSA,OK741464261 		73-0579230 501 (C) 3 50,000       CAPITAL CAMPAIGN
(12) BRIDGES FOUNDATION THE1345 N LEWIS AVE
TULSA,OK741104702 		73-0740763 501 (C) 3 130,000       SAFETY AND FINANCIAL STABILITY
(13) BRIDGES FOUNDATION THE VENTURE GRANT1345 N LEWIS AVE
TULSA,OK741104702 		73-0740763 501 (C) 3 25,000       SUMMER CAMP
(14) BRISTOW SOCIAL SERVICES INC206 S MAIN ST
BRISTOW,OK74010 		73-1345471 501 (C) 3 70,667       SAFETY AND FINANCIAL STABILITY
(15) BROKEN ARROW NEIGHBORS322 W BROADWAY
BROKEN ARROW,OK74012 		73-1195548 501 (C) 3 95,192       SAFETY AND FINANCIAL STABILITY
(16) BROKEN ARROW SENIORS INC1800 S MAIN ST
BROKEN ARROW,OK74012 		73-1325797 501 (C) 3 36,891       HEALTH
(17) CAMP FIRE USA GREEN COUNTRY COUNCIL INC706 S BOSTON AVE
TULSA,OK741191610 		73-0579231 501 (C) 3 355,000       EDUCATION
(18) CAMP FIRE USA GREEN COUNTRY COUNCIL INC SAPULPA COUNTY FAMILY RESOURCE CENT706 S BOSTON AVE
TULSA,OK741191610 		73-0579231 501 (C) 3 37,168       CAPACITY BUILDING
(19) CARING COMMUNITY FRIENDS INC OF SAPULPAPO BOX 1524
SAPULPA,OK74067 		73-1429214 501 (C) 3 20,748       SAFETY AND FINANCIAL STABILITY
(20) CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES THE815 S UTICA AVE
TULSA,OK741043612 		73-6070545 501 (C) 3 297,769       HEALTH
(21) CHILD ABUSE NETWORK INC2829 S SHERIDAN DR
TULSA,OK74129 		73-1325326 501 (C) 3 204,600       HEALTH, SAFETY AND FINANCIAL STABILITY
(22) COMMUNITY ACTION PROJECT OF TULSA COUNTY4606 S GARNETT RD STE 100
TULSA,OK74146 		73-1019247 501 (C) 3 403,449       EDUCATION
(23) COMMUNITY HEALTH CHARITIES OF OK7600 NEWCASTLE RD
OKLAHOMA CITY,OK731693000 		73-1337456 501 (C) 3 15,420       DESIGNATIONS STATE CHARITABLE CAMPAIGN
(24) COMMUNITY SERVICE COUNCIL OF GREATER TULSA16 E 16TH ST STE 202
TULSA,OK741194406 		73-0580282 501 (C) 3 784,239       EDUCATION
(25) COMMUNITY SERVICE COUNCIL OF GREATER TULSA VENTURE GRANT16 E 16TH ST STE 202
TULSA,OK741194406 		73-0580282 501 (C) 3 50,000       TULSA AREA COMMUNITY SCHOOLS INITIATIVE MIDDLE SCHOOL PILOT
(26) COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL16 E 16TH ST STE 202
TULSA,OK741194406 		73-0580282 501 (C) 3 200,000       211 GRANT
(27) COMMUNITY SERVICE COUNCIL OF GREATER TULSA TCAP16 E 16TH ST STE 202
TULSA,OK741194406 		73-0580282 501 (C) 3 20,000       AMERICORPS TEAM TULSA SUPERVISION
(28) COMMUNITY SERVICE COUNCIL OF GREATER TULSA TCAP16 E 16TH ST STE 202
TULSA,OK741194406 		73-0580282 501 (C) 3 10,000       TCAP LEADERSHIP
(29) CONSUMER CREDIT COUNSELING SERVICES4646 S HARVARD AVE
TULSA,OK74135 		23-7138701 501 (C) 3 170,239       SAFETY AND FINANCIAL STABILITY
(30) CREEK COUNTY LITERACY PROGRAM15 N POPLAR
SAPULPA,OK74066 		73-1376512 501 (C) 3 29,640       EDUCATION
(31) CREEK COUNTY LITERACY PROGRAM VENTURE GRANT15 N POPLAR
SAPULPA,OK74066 		73-1376512 501 (C) 3 5,000       GUARDING ANGELS PROJECT
(32) CROSSROADS INC1888 E 15TH ST
TULSA,OK74114 		73-1447897 501 (C) 3 86,021       HEALTH
(33) DAILY FAMILY YMCA OF BIXBY7910 E 134TH ST SOUTH
BIXBY,OK74008 		73-1229348 501 (C) 3 44,145       HEALTH
(34) DOMESTIC VIOLENCE INTERVENTION SERVICES4300 S HARVARD STE 100
TULSA,OK741352608 		73-1028332 501 (C) 3 789,662       SAFETY AND FINANCIAL STABILITY
(35) DOMESTIC VIOLENCE INTERVENTION SERVICES VENTURE GRANT4300 S HARVARD STE 100
TULSA,OK741352608 		73-1028332 501 (C) 3 12,000       CLAIMTRAK COLLABORATION
(36) EASTERN OKLAHOMA DONATED DENTAL SERVICES3741 S PEORIA AVE
TULSA,OK74105 		41-2103655 501 (C) 3 78,151       HEALTH
(37) EASTERN OKLAHOMA DONATED DENTAL SERVICES SPECIAL3741 S PEORIA AVE
TULSA,OK74105 		41-2103655 501 (C) 3 46,078       INDIGENT ADULT DENTAL SERVICES
(38) FAMILY AND CHILDREN'S SERVICES650 S PEORIA AVE
TULSA,OK74120 		73-0580270 501 (C) 3 1,645,865       EDUCATION
(39) FAMILY AND CHILDREN'S SERVICES650 S PEORIA AVE
TULSA,OK74120 		73-0580270 501 (C) 3 50,000       CAPITAL CAMPAIGN
(40) GIRL SCOUTS OF EASTERN OKLAHOMA2432 E 51ST ST
TULSA,OK741056002 		73-0579240 501 (C) 3 323,104       EDUCATION
(41) GOODWILL INDUSTRIES OF TULSA2800 SOUTHWEST BLVD
TULSA,OK74107 		73-0614297 501 (C) 3 447,618       SAFETY AND FINANCIAL STABILITY
(42) GREATER CORNERSTONE COMMUNITY DEVELOPMENT PROJECT INC5610 S 41ST WEST AVE
TULSA,OK74107 		20-1737542 501 (C) 3 60,000       WESTSIDE COMMUNITY CENTER
(43) HEALTH OUTREACH PREVENTION EDUCATION INC3540 E 31ST ST STE 3
TULSA,OK74135 		73-1537952 501 (C) 3 20,633       HIV PREVENTION FOR HIGH RISK MEN
(44) HOMELIFE ASSOCIATION5127 S LEWIS
TULSA,OK74153 		73-1165020 501 (C) 3 90,000       HEALTH
(45) HOSPICE OF GREEN COUNTRY INC2121 S COLUMBIA STE 200
TULSA,OK741143516 		73-1261742 501 (C) 3 83,452       HEALTH
(46) LEADERSHIP TULSA NEW VOICES1717 S BOULDER AVE STE 104
TULSA,OK74119 		73-1042332 501 (C) 3 15,000       INITIATIVE TO INCREASE DIVERSITY OF TAUW AGENCY BOARDS
(47) LEGAL SERVICES OF OKLAHOMA INC907 S DETROIT STE 725
TULSA,OK74120 		73-1022203 501 (C) 3 261,352       SAFETY AND FINANCIAL STABILITY
(48) LIFE SENIOR SERVICES INC5950 E 31ST ST
TULSA,OK741355114 		73-1043783 501 (C) 3 704,640       HEALTH
(49) MARGARET HUDSON PROGRAM INC2010 E 48TH ST N
TULSA,OK74130 		73-0793181 501 (C) 3 548,018       EDUCATION
(50) MENTAL HEALTH ASSOCIATION IN TULSA1870 S BOULDER
TULSA,OK741195234 		73-0657931 501 (C) 3 461,040       HEALTH
(51) METROPOLITAN TULSA URBAN LEAGUE240 E APACHE
TULSA,OK741063799 		73-0610288 501 (C) 3 87,978       SAFETY AND FINANCIAL STABILITY
(52) MISC OTHER ALLOCATIONS
 
  		000000000   31,404       GENERAL
(53) NTECH COLLABORATIVE1430 S BOULDER AVE
TULSA,OK74119 		73-0580283 501 (C) 3 124,950       NON PROFIT TECHNICAL ASSISTANCE
(54) OKMULGEE COUNTY FAMILY RESOURCEPO BOX 73
OKMULGEE,OK74447 		73-1332643 501 (C) 3 104,634       EDUCATION
(55) OKMULGEE COUNTY HOMELESS SHELTERPO BOX 1635
OKMULGEE,OK74447 		73-1485176 501 (C) 3 76,295       SAFETY AND FINANCIAL STABILITY
(56) OKMULGEE OKFUSKEE COUNTY YOUTH1950 N OKMULGEE
OKMULGEE,OK74447 		73-1486908 501 (C) 3 81,868       EDUCATION
(57) OPERATION AWARE OF OKLAHOMA INC7226 E 41ST ST
TULSA,OK74145 		73-1112912 501 (C) 3 142,778       EDUCATION
(58) OTHER AGENCIES OTHER UNITED WAYS AND COMBINED STATE CAMPAIGN
 
  		000000000   60,119       GENERALGENERALGENERAL
(59) OTHER COMMUNITY GRANTS
 
  		000000000   60,000       GENERAL
(60) OWASSO COMMUNITY RESOURCES109 N BIRCH STE 109
OWASSO,OK74055 		73-1445318 501 (C) 3 69,213       SAFETY AND FINANCIAL STABILITY
(61) PALMER CONTINUUM OF CARE INC2442 MOHAWK BLVD
TULSA,OK74110 		56-2302027 501 (C) 3 186,281       HEALTH
(62) PARENT CHILD CENTER OF TULSA THE1421 S BOSTON AVE
TULSA,OK741194032 		73-1113167 501 (C) 3 545,419       EDUCATION
(63) PARENT CHILD CENTER OF TULSA THE VENTURE GRANT1421 S BOSTON AVE
TULSA,OK741194032 		73-1113167 501 (C) 3 8,000       CLAIMTRAK COLLABORATION
(64) RARC INCPO BOX 834
JENKS,OK740370834 		73-0929174 501 (C) 3 50,116       HEALTH
(65) RETIRED SENIOR VOLUNTEER PROGRAM5756 E 31ST ST
TULSA,OK741355103 		73-1009086 501 (C) 3 75,697       HEALTH
(66) RETIRED SENIOR VOLUNTEER PROGRAM CAPACITY BUILDING5756 E 31ST ST
TULSA,OK741355103 		73-1009086 501 (C) 3 11,250       CAPACITY BUILDING
(67) ROGERS COUNTY UNITED WAYPO BOX 1165
CLAREMORE,OK74018 		73-1249045 501 (C) 3 123,573       FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS
(68) SHOW INC425 W WELLS
SAPULPA,OK74066 		73-1028650 501 (C) 3 102,000       SAFETY AND FINANCIAL STABILITY
(69) SALVATION ARMY THE1616 S MAIN
TULSA,OK74119 		73-0579266 501 (C) 3 1,457,112       EDUCATION, SAFETY AND FINANCIAL STABILITY
(70) SAND SPRINGS COMMUNITY SERVICES15 E 2ND ST
SAND SPRINGS,OK74063 		73-0582550 501 (C) 3 69,615       SAFETY AND FINANCIAL STABILITY
(71) STREET SCHOOL1135 S YALE AVE
TULSA,OK741125396 		73-0942963 501 (C) 3 235,007       EDUCATION
(72) TSHA INC8740 E 11TH ST STE A
TULSA,OK741127957 		73-6102812 501 (C) 3 196,681       HEALTH
(73) TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENTAL DISABILITIES2516 E 71ST ST STE A
TULSA,OK74136 		73-0749376 501 (C) 3 166,341       HEALTH
(74) TULSA BOYS HOMEPO BOX 1101
TULSA,OK741011101 		73-0579242 501 (C) 3 350,420       EDUCATION
(75) HIV RESOURCE CONSORTIUM INC3507 E ADMIRAL PL
TULSA,OK741158211 		73-1388569 501 (C) 3 373,385       HEALTH
(76) HIV RESOURCE CONSORTIUM INC TCAP3507 E ADMIRAL PL
TULSA,OK741158211 		73-1388569 501 (C) 3 19,400       HIV PREVENTION FOR INCARCERATED MEN
(77) HIV RESOURCE CONSORTIUM INC TCAP3507 E ADMIRAL PL
TULSA,OK741158211 		73-1388569 501 (C) 3 5,000       TRANSPORTATION
(78) HIV RESOURCE CONSORTIUM INC TCAP3507 E ADMIRAL PL
TULSA,OK741158211 		73-1388569 501 (C) 3 52,500       PRESCRIPTION DRUGS
(79) TULSA CASA INC700 S BOSTON STE 230
TULSA,OK74119 		73-1312870 501 (C) 3 106,609       EDUCATION
(80) TULSA DAY CENTER FOR THE HOMELESS415 W ARCHER
TULSA,OK74103 		73-1557819 501 (C) 3 156,026       SAFETY AND FINANCIAL STABILITY
(81) TULSA DAY CENTER FOR THE HOMELESS VENTURE GRANT415 W ARCHER
TULSA,OK74103 		73-1557819 501 (C) 3 45,000       HUDSON VILLAS
(82) TULSA DAY CENTER FOR THE HOMELESS SPECIAL GRANT415 W ARCHER
TULSA,OK74103 		73-1557819 501 (C) 3 400,000       HUDSON VILLAS CAPITAL CAMPAIGN
(83) 12 AND 12 INC6333 E SKELLY DR
TULSA,OK74135 		73-1242962 501 (C) 3 236,518       HEALTH
(84) VISITING NURSE ASSOCIATION OF TULSA7875 E 51ST ST STE N-3
TULSA,OK74145 		73-1130509 501 (C) 3 442,817       HEALTH
(85) WAGONER AREA NEIGHBORSPO BOX 933
WAGONER,OK74477 		73-1351405 501 (C) 3 74,000       SAFETY AND FINANCIAL STABILITY
(86) YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA420 S MAIN STE 200
TULSA,OK74103 		73-0579269 501 (C) 3 581,200       HEALTH
(87) YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA VENTURE GRANT420 S MAIN STE 200
TULSA,OK74103 		73-0579269 501 (C) 3 20,000       YMCA OSU PEDIATRIC OBESITY PROGRAM
(88) YOUNG WOMENS CHRISTIAN ASSOCIATION1910 S LEWIS AVE STE 200
TULSA,OK741045708 		73-0579296 501 (C) 3 962,303       HEALTH
(89) YOUTH AT HEART6026 S SHERIDAN RD
TULSA,OK74145 		73-1043630 501 (C) 3 353,011       EDUCATION
(90) YOUTH SERVICES OF TULSA311 S MADISON
TULSA,OK74120 		73-0785251 501 (C) 3 487,685       SAFETY AND FINANCIAL STABILITY
(91) YOUTH SERVICES OF CREEK COUNTYPO BOX 2346
SAPULPA,OK740672346 		73-1301335 501 (C) 3 110,732       SAFETY AND FINANCIAL STABILITY
(92) AMERICAN RED CROSS2025 E ST NW
WASHINGTON,DC20006 		53-0196605 501 (C) 3 7,705       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(93) AMERICAS CHARITIES14150 NEWBROOK DR STE 110
CHANTILLY,VA20151 		54-1517707 501 (C) 3 11,613       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(94) ANIMAL CHARITIES OF AMERICA1100 LARKSPUR LANDING CIR STE 340
LARKSPUR,CA94939 		94-3193389 501 (C) 3 29,179       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(95) CANCERCURE OF AMERICA CARE UNDERSTAND RESEARCH AND END1101 LARKSPUR LANDING CIR STE 340
LARKSPUR,CA94939 		81-0648432 501 (C) 3 13,281       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(96) CHILDREN FIRST AMERICAS CHARITIES14150 NEWBROOK DR STE 110
CHANTILLY,VA20151 		30-0186795 501 (C) 3 12,978       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(97) CHILDRENS CHARITIES OF AMERICA1100 LARKSPUR LANDING CIR STE 340
LARKSPUR,CA94939 		94-3148588 501 (C) 3 9,264       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(98) CHILDRENS MEDICAL CHARITIES OF AMERICA1100 LARKSPUR LANDING CIR STE 340
LARKSPUR,CA94939 		27-0093393 501 (C) 3 12,846       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(99) CHRISTIAN CHARITIES USA1100 LARKSPUR LANDING CIR STE 340
LARKSPUR,CA94939 		94-3255961 501 (C) 3 14,318       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(100) CHRISTIAN SERVICE CHARITIES7620 LITTLE RIVER TPKE STE 600
ANNANDALE,VA22003 		94-3193374 501 (C) 3 31,024       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(101) COMBINED FEDERAL CAMPAIGN
 
  		000000000   112,973       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(102) COMMUNITY FOOD BANK OF EASTERN OKLAHOMA1304 N KENOSHA
TULSA,OK74106 		73-1184980 501 (C) 3 10,350       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(103) COMMUNITY HEALTH CHARITIES200 N GLEBE RD STE 801
ARLINGTON,VA222033728 		13-6167225 501 (C) 3 41,368       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(104) COMMUNITY HEALTH CHARITIES OF OKLAHOMA7600 NEWCASTLE RD
OKLAHOMA CITY,OK731693000 		73-1337456 501 (C) 3 42,203       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(105) EARTH SHARE7735 OLD GEORGETOWN RD STE 900
BETHESDA,MD20814 		52-1601960 501 (C) 3 5,267       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(106) GLOBAL IMPACT66 CANAL CENTER PLAZA STE 310
ALEXANDRIA,VA22314 		52-1273585 501 (C) 3 11,168       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(107) HAVEN HOUSE INC2508 PIN OAK RD
MUSKOGEE,OK74401 		73-1288502 501 (C) 3 17,571       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(108) HEALTH AND MEDICAL RESEARCH CHARITIES OF AMERICA1100 LARKSPUR LANDING CIR STE 340
LARKSPUR,CA94939 		94-3217739 501 (C) 3 18,105       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(109) HEALTH FIRST - AMERICA'S CHARITIES14150 NEWBROOK DR STE 110
CHANTILLY,VA20151 		30-0186796 501 (C) 3 6,586       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(110) HUMAN CARE CHARITIES OF AMERICA1100 LARKSPUR LANDING CIR STE 340
LARKSPUR,CA94939 		94-3067804 501 (C) 3 8,731       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(111) LAKE AREA UNITED WAY INCPO BOX 1612
MUSKOGEE,OK744021612 		73-0581441 501 (C) 3 48,458       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(112) LITTLE LIGHT HOUSE INC THE5120 E 36TH ST
TULSA,OK74135 		73-0939422 501 (C) 3 17,621       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(113) LOCAL INDEPENDENT CHARITIES OF AMERICA1100 LARKSPUR LANDING CIR STE 340
LARKSPUR,CA94939 		94-3042430 501 (C) 3 36,160       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(114) MAKE A WISH FOUNDATION OF OKLAHOMA5201 N SHARTEL AVE
OKLAHOMA CITY,OK73118 		73-1176743 501 (C) 3 16,622       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(115) MEDICAL RESEARCH CHARITIES7620 LITTLE RIVER TPKE STE 600
ANNADALE,VA22003 		94-3148591 501 (C) 3 5,787       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(116) MILITARY VETERANS AND PATRIOTIC SERVICE ORGANIZATIONS OF AMERICA1100 LARKSPUR LANDING CIR STE 340
LARKSPUR,CA94939 		94-3193418 501 (C) 3 25,599       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(117) THERAPETICS INC9433 E 51ST ST STE J
TULSA,OK74145 		73-1397572 501 (C) 3 7,519       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(118) UNITED WAY OF CENTRAL OKLAHOMAPO BOX 837
OKLAHOMA CITY,OK731010837 		73-0589829 501 (C) 3 11,931       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
(119) WOMEN CHILDREN AND FAMILY SERVICE CHARITIES OF AMERICA1100 LARKSPUR LANDING CIR STE 340
LARKSPUR,CA94939 		94-3193386 501 (C) 3 5,640       DESIGNATIONS COMBINED FEDERAL CAMPAIGN
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
111
3
Enter total number of other organizations ................................ . Bullet Image
4
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: TULSA AREA UNITED WAY USES A DETAILED PROCESS FOR EVALUATING ITS PARTNER AGENCIES AND TRACING THE USE OF ALLOCATED FUNDS. THE TAUW COMMUNITY INVESTMENT STAFF, IN CONJUNCTION WITH 150 COMMUNITY PANEL VOLUNTEERS, STUDY THE APPLICATIONS OF PARTNER AGENCIES WITH PARTICULAR ATTENTION PAID TO GOVERNANCE AND MANAGEMENT STANDARDS, THE FISCAL STABILITY OF THE AGENCY, ACCURACY OF REPORTING THE USE OF ALLOCATED FUNDS AND THE RESULTS ACHIEVED FOR AGENCY CLIENTS. THE PANEL VOLUNTEERS CONDUCT A SITE VISIT WITH EACH AGENCY EACH YEAR, GATHERING MORE DETAILED INFORMATION AS NEEDED. ANY ISSUES UNRESOLVED AT THE SITE VISIT ARE SCHEDULED IN ANOTHER MEETING THAT MUST BE ATTENDED BY AGENCY BOARD OFFICERS, THE EXECUTIVE DIRECTOR AND KEY AGENCY STAFF. PANEL VOLUNTEERS CONDUCT A FINAL MEETING AT WHICH THEY DETERMINE THE RECOMMENDED ALLOCATION. FOLLOWING THESE MEETINGS, THE PANEL CHAIR AND CO-CHAIRS MEET WITH A DIVISION LEADER TO EXPLAIN PANEL RECOMMENDATIONS, THEN THE DIVISION LEADERS MEET TO FINALIZE AND APPROVE THE FUNDING RECOMMENDATIONS. THE TOTAL RECOMMENDED FUNDING IS THEN PRESENTED TO THE TULSA AREA UNITED WAY BOARD FOR ACCEPTANCE AND APPROVAL. AGENCIES PROVIDE A DETAILED REPORT ON HOW FUNDS WERE SPENT AT THE END OF EACH CALENDAR YEAR AS A CRITICAL PART OF THEIR APPLICATION FOR FUTURE FUNDING.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TULSA AREA UNITED WAY
 
Employer identification number

73-0580283
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) GRAHAM MARK R (i)
(ii)		 192,500
0 		35,500
0 		7,780
0 		0
0 		37,745
0 		273,525
0 		271,268
0















Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
TULSA AREA UNITED WAY
 
Employer identification number

73-0580283
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) STUART SOLOMON PRESIDENT AND CEO BOARD DIRECTOR 30,000 OFFICER - ELECTRIC UTILITY PROVIDER   No
(2) DAN ELINOR SR EXECUTIVE VICE PRES BOARD DIRECTOR 8,200,000 OFFICER - DEPOSITORY BANK.   No
(3) BERT MARSHALL PRESIDENT BLUE CROS BOARD DIRECTOR 144,600 OFFICER - HEALTH INSURANCE PROVIDER   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
TULSA AREA UNITED WAY
 
Employer identification number

73-0580283
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2   THERE ARE NUMEROUS BUSINESS RELATIONSHIPS WITHIN THE BOARD OF DIRECTORS. OUR BOARD CONTAINS THE HEADS OF MAJOR EMPLOYERS AS WELL AS LOCAL UTILITY COMPANIES AND HEALTH INSURANCE PROVIDERS. WE ANNUALLY DIVULGE CONFLICTS OF INTEREST WHICH ARE MINIMAL AND WE HAVE AN APPROPRIATE PROCESS FOR HANDLING THEM.
FORM 990, PART VI, SECTION A, LINE 6   ALL DONORS ARE CONSIDERED MEMBERS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A   MEMBERS VOTE AT OUR ANNUAL MEETING FOR THE NEW SLATE OF BOARD OF DIRECTORS AND BOARD OFFICERS.
FORM 990, PART VI, SECTION A, LINE 7B   MEMBERS VOTE AT OUR ANNUAL MEETING FOR THE NEW SLATE OF BOARD OF DIRECTORS AND BOARD OFFICERS.
FORM 990, PART VI, SECTION B, LINE 11   THE 990 PROCESS WAS REVIEWED WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THEN AN EMAIL WAS SENT TO ALL BOARD OF DIRECTORS ADVISING THEM THE 990 HAD BEEN PLACED ON THE BOARD INTRANET FOR THEIR REVIEW AND RESPONSE BEFORE FILING.
  FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ITEMS WITH POSSIBLE RISE TO CONFLICTS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE.
  FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS APPROVED ANNUALLY BY THE BOARD COMPENSATION COMMITTEE WHICH IS MADE UP OF CURRENT AND FORMER DIRECTORS OF THE ORGANIZATION. THE COMMITTEE DIRECTLY SETS/APPROVES THE PRESIDENT AND CEO'S SALARY AND INDIRECTLY APPROVES ALL OTHER STAFF POSITION SALARIES BASED ON THE RECOMMENDATION OF THE PRESIDENT AND CEO. FOLLOWING THAT COMMITTEE MEETING, AMOUNTS ARE APPROVED BY THE FINANCE AND AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.
  FORM 990, PART VI, SECTION C, LINE 19 OUR FINANCIAL STATEMENTS ARE IN OUR ANNUAL REPORT AND ARE PUBLISHED IN OUR LOCAL NEWSPAPER, A LOCAL MAGAZINE, AND OUR LOCAL WEBSITE. OUR GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 123,425.
  FORM 900 PART XII LINE 2C THERE WERE NO CHANGES IN THE PROCESS FROM THE PREVIOUS YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


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