Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 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 | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 9,691,390 | 3,414,212 | 20,754,599 | 14,061,736 | 14,349,897 | 62,271,834 |
| 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...... | 407,411 | 96,656 | 493,756 | 521,032 | 509,000 | 2,027,855 |
| 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. | 10,098,801 | 3,510,868 | 21,248,355 | 14,582,768 | 14,858,897 | 64,299,689 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 12,500 | 30,000 | 53,650 | 272,791 | 368,941 | |
| 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. | 0 | |||||
| c | Add lines 7a and 7b.. | 12,500 | 30,000 | 53,650 | 272,791 | 368,941 | |
| 8 | Public support. (Subtract line 7c from line 6.) | 63,930,748 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 10,098,801 | 3,510,868 | 21,248,355 | 14,582,768 | 14,858,897 | 64,299,689 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 37,309 | 12,301 | 27,050 | 32,858 | 39,749 | 149,267 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 37,309 | 12,301 | 27,050 | 32,858 | 39,749 | 149,267 |
| 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 10,136,110 | 3,523,169 | 21,275,405 | 14,615,626 | 14,898,646 | 64,448,956 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS MEMBERS WHO ANNUALLY ELECT THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO PROVIDES OUR INDEPENDENT ACCOUNTANTS INFORMATION REGARDING THE 990 TAX RETURN. AFTER THE ACCOUNTANTS HAVE PREPARED THE RETURN, A COPY IS PROVIDED BACK TO THE CFO FOR REVIEW. THE CFO REVIEWS THE RETURN IN DETAIL AND COMMUNICATES BACK TO THE ACCOUNTANTS ANY QUESTIONS OR CHANGES. AFTER THE FINAL DRAFT COPY HAS BEEN PREPARED AND REVIEWED, THE CFO THEN REVIEWS THE RETURN WITH THE CEO OF THE ASSOCIATION. AFTER APPROVAL FROM THE CEO, THE DRAFT COPY OF THE 990 RETURN IS THEN REVIEWED BY THE ASSOCIATION'S FINANCE COMMITTEE. AFTER THE FINANCE COMMITTEE REVIEWS THE RETURN, THEN THEY MAKE A RECOMMENDATION FOR APPROVAL TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN REVIEWS THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. ADDITIONALLY, BOARD MEMBERS MAY RECUSE THEMSELVES OR APPOINT ANOTHER BOARD MEMBER FOR RECUSAL IF A CONFLICT OF INTEREST ARISES DURING A BOARD MEETING. ONGOING BOARD EDUCATION OCCURS THROUGHOUT THE YEAR TO REMIND MEMBERS OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL OF THE ORGANIZATION'S COMPENSATION PACKAGES ARE DETERMINED THROUGH THE USE OF THE HAY SALARY ADMINISTRATION SYSTEM, A POINT AND BASE PAY SYSTEM. THIS PROCESS COMES FROM YUSA TO YMCA'S AS A MEANS OF DETERMINING COMPENSATION. THE ORGANIZATION ALSO USES COMPARABILITY DATA FROM OTHER LIKE SIZE YMCA'S WHEN IT COMES TO ANY COMPENSATION/BENEFIT THAT IS NOT SALARY BASED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE ORGANIZATION IS IN THE PROCESS OF MAKING THE CONFLICT INTEREST POLICY AVAILABLE THROUGH ITS WEBSITE. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND INCLUDED WITH ITS ANNUAL REPORT ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S FINANCE COMMITTEE MEETS MONTHLY AND IS RESPONSIBLE FOR REVIEWING AND APPROVING MONTHLY FINANCIAL STATEMENTS AND REPORTS. IT IS RESPONSIBLE FOR REVIEW AND APPROVAL OF THE ORGANIZATION'S AUDIT REPORT. EVERY 3 TO 5 YEARS, THE FINANCE COMMITTEE CONSIDERS REQUESTING AUDIT PROPOSALS IN MAKING AN INDEPENDENT AUDITOR SELECTION. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS. |
| FORM 990, PART III, LINE 1 | THE YMCA OF GREATER TULSA IS A VOLUNTEER LED PUBLIC CHARITY THAT INCLUDES MEN, WOMEN AND CHILDREN OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. OUR MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD STRONG KIDS, FAMILIES AND COMMUNITIES. THE CORE YMCA VALUES OF HONESTY, CARING, RESPECT AND RESPONSIBILITY ARE CONSCIOUSLY INCORPORATED INTO EACH YMCA ACTIVITY, CREATING AN ENVIRONMENT WHERE MEMBERS, VOLUNTEERS AND STAFF CAN TRULY REACH THEIR FULL POTENTIAL. WHILE THESE CORE PRINCIPLES REMAIN STEADFASTLY THE SAME, YMCA PROGRAMS ARE CONSTANTLY CHANGING TO MEET THE EVOLVING NEEDS OF TODAY'S FAMILIES AND COMMUNITIES. THE YMCA OF TODAY OFFERS COMPREHENSIVE COMMUNITY PROGRAMING AND WHOLESOME ACTIVITIES FOR PEOPLE OF ALL AGES. LAST YEAR, THROUGH THE HELP OF INDIVIDUAL DONORS AND A GENEROUS PHILANTHROPIC COMMUNITY, THE YMCA OF GREATER TULSA PROVIDED OVER $1.5 MILLION IN DIRECT FINANCIAL ASSISTANCE. THIS SUPPORT ALLOWS OUR YMCA TO KEEP OUR MISSION DRIVEN PROMISE OF NEVER TURNING A CHILD OR FAMILY AWAY BECAUSE THEY ARE UNABLE TO PAY. |
| FORM 990, PART III, LINE 4 | PROGRAM DESCRIPTIONS STRATEGIC PLAN GOALS OF THE YMCA OF GREATER TULSA THE YMCA OF GREATER TULSA IS COMMITTED IN OUR EFFORT TO KEEP KIDS IN SCHOOL, IMPROVE THE HEALTH OF OUR COMMUNITY'S CITIZENS AND OFFER OPPORTUNITIES FOR KIDS AND ADULTS TO HELP AND SERVE OTHERS THROUGH Y PROGRAMS. IN THE FALL OF 2013, OUR METROPOLITAN BOARD OF DIRECTORS, STAFF, AND BRANCH ADVISORY BOARD MEMBERS CREATED A NEW 2013-2016 STRATEGIC PLAN. WHAT FOLLOWS IS OUR BOLD VISION IN THREE CRITICAL AREAS THAT ARE ALIGNED WITH THE Y-USA AREAS OF FOCUS: YOUTH DEVELOPMENT HEALTHY LIVING SOCIAL RESPONSIBILITY IN THIS 990, WE ARE PLEASED TO SHARE OUR STRATEGIC PLAN AND HIGHLIGHT ACCOMPLISHMENTS MADE OVER THE LAST YEAR. YOUTH DEVELOPMENT: NURTURING THE POTENTIAL OF EVERY CHILD AND TEEN. WE BELIEVE THAT ALL KIDS DESERVE THE OPPORTUNITY TO DISCOVER WHO THEY ARE AND WHAT THEY CAN ACHIEVE. THE Y IS PROVIDING HUNDREDS OF YOUTH WITH A PLACE TO CULTIVATE THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. CHALLENGE: DURING AFTERSCHOOL HOURS, CHILDREN ARE MORE LIKELY TO PARTICIPATE IN RISKY BEHAVIOR, BECOME A VICTIM OF A CRIME, OR COMMIT ONE. AN ESTIMATED 25.4 PERCENT OF CHILDREN IN TULSA COUNTY DON'T GRADUATE FROM HIGH SCHOOL. OUR APPROACH: INCREASE CHILDREN'S READINESS FOR SCHOOL STRENGTHEN READING ABILITY BY THIRD GRADE REDUCE SUMMER LEARNING LOSS FOR CHILDREN IMPROVE CHILDREN'S ACHIEVEMENT IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) ACTIVITIES DEVELOP STRATEGIES AIMED AT COLLEGE AND CAREER READINESS OUR IMPACT OVER THE NEXT THREE YEARS: 100% OF CHILD DEVELOPMENT CENTER PARTICIPANTS ARE ON TRACK TO REACH OR EXCEED DEVELOPMENTALLY AGE-APPROPRIATE LEVELS 85% OF CHILD DEVELOPMENT CENTER PARTICIPANTS SCORE WITHIN THE RANGE OF KNOWLEDGE FOR THEIR AGE GROUP 100% OF GRADUATE OKLAHOMA (OUR SIGNATURE AFTERSCHOOL PROGRAM) AND SUMMER LEARNING INSTITUTE PARTICIPANTS SHOW AN INCREASE IN POSITIVE ATTITUDES AND SKILLS TOWARD STEM CAREERS AND FIELDS 90% OF SUMMER LEARNING INSTITUTE PARTICIPANTS MAKE MARKED PROGRESS TOWARD THEIR GROWTH GOALS IN READING AND MATH 100% OF GRADUATE OKLAHOMA PARTICIPANTS INCREASE READING ABILITY 85% OF PARTICIPANTS HAVE AN INCREASED INTEREST IN POST-SECONDARY OPPORTUNITIES 65% OF PARENTS REPORT INCREASED KNOWLEDGE AND PREPAREDNESS FOR POST-SECONDARY OPPORTUNITIES FOR THEIR CHILDREN HEALTHY LIVING: IMPROVING TULSA'S HEALTH AND WELL-BEING THE Y BRINGS FAMILIES CLOSER TOGETHER, ENCOURAGES GOOD HEALTH AND FOSTERS CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, HUNDREDS OF FAMILIES ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES NEEDED TO ACHIEVE GREATER HEALTH AND WELL-BEING FOR THEIR SPIRIT, MIND AND BODY. CHALLENGE: OKLAHOMANS ARE AMONG THE LEAST HEALTHY IN THE COUNTRY, RANKING ONLY ABOVE MISSISSIPPI. DIABETES COSTS THE CITIZENS OF OKLAHOMA AN ESTIMATED $1.8 BILLION EACH YEAR. THE ESTIMATED COST ASSOCIATED WITH OBESITY IN OKLAHOMA IS MORE THAN $854 MILLION EACH YEAR. OUR APPROACH: INCREASE CHILDREN'S AND FAMILIES' KNOWLEDGE, ATTITUDES AND BEHAVIORS IN NUTRITION, EXERCISE AND OVERALL HEALTH GROW THE NUMBER OF CHILDREN AND ADULTS WHO HAVE THE ABILITY TO SWIM AND ARE SAFE AROUND WATER INCREASE THE NUMBER OF HISPANIC CHILDREN AND FAMILIES WHO IMPROVE THEIR HEALTH THROUGH THE Y BRING TOGETHER THE EXPERIENCE AND EXPERTISE OF BOTH MEDICAL AND Y PROFESSIONALS TO IMPACT HEALTH OUR IMPACT OVER THE NEXT THREE YEARS: 85% OF GRADUATE OKLAHOMA PARTICIPANTS MAINTAIN OR ACHIEVE AGE-APPROPRIATE HEALTHY BODY MASS INDEX, IMPROVE FLEXIBILITY, IMPROVE CARDIOVASCULAR FITNESS, AND INCREASE CORE STRENGTH 90% OF MEMBERS REPORT THE Y HELPS THEM MEET THEIR HEALTH GOALS 85% OF GRADUATE OKLAHOMA AND SUMMER LEARNING INSTITUTE PARTICIPANTS SHOW AN INCREASE IN OVERALL HEALTH YMCA DIABETES PREVENTION PROGRAM PARTICIPANTS SHOW A REDUCTION IN WEIGHT AND AN INCREASE IN PHYSICAL ACTIVITY YMCA MEMBERSHIP NUMBERS REFLECT A 10% INCREASE IN HISPANIC MEMBERS 2015 ACHIEVEMENTS: SERVED 55,648 MEMBERS AND 26,900 PROGRAM PARTICIPANTS. FINANCIAL ASSISTANCE THROUGH MEMBERSHIP FOR ALL RESULTED IN $1.7M IN SUBSIDY STRONG MEDICAL PARTNERSHIPS EXIST IN OUR BRANCHES, INCLUDING COLLABORATIVE EFFORTS WITH THE UNIVERSITY OF OKLAHOMA'S COLLEGE OF COMMUNITY MEDICINE, OKLAHOMA STATE UNIVERSITY'S CENTER FOR HEALTH SCIENCES, INDIAN HEALTH CARE RESOURCE CENTER, AND ST. JOHN HEALTH SYSTEM. SOCIAL RESPONSIBILITY: GIVING BACK AND PROVIDING SUPPORT TO OUR NEIGHBORS. FOR 107 YEARS, THE Y HAS BEEN LISTENING AND RESPONDING TO OUR COMMUNITIES' MOST CRITICAL NEEDS. WHETHER DEVELOPING SKILLS OR EMOTIONAL WELL-BEING THROUGH EDUCATION AND TRAINING, WELCOMING AND CONNECTING DIVERSE DEMOGRAPHIC POPULATIONS, OR BUILDING HEALTHIER COMMUNITIES THROUGH COLLABORATIONS WITH POLICY-MAKERS, THE Y FOSTERS THE CARE AND RESPECT ALL PEOPLE NEED AND DESERVE. CHALLENGE: IN A TIME OF LIMITED RESOURCES, HUMAN SERVICE ORGANIZATIONS ARE STRETCHED BEYOND CAPACITY TO MEET COMMUNITY NEEDS. OUR APPROACH: INCREASE THE NUMBER OF MEMBERS AND PARTICIPANTS WHO VOLUNTEER FOR AND GIVE TO OUR Y GROW THE NUMBER OF MEMBERS WHO SEE THE Y AS HAVING A POSITIVE IMPACT ON THE COMMUNITY INCREASE THE NUMBER OF MEMBERS AND PARTICIPANTS WHO GAIN MORE KNOWLEDGE, SKILLS AND ABILITIES FOR THEMSELVES AND THEIR FAMILIES ORGANIZE AND TRAIN OUR STAFF AND VOLUNTEERS TO EXECUTE OUR STRATEGIC PLAN INCREASE EARNED AND CONTRIBUTED INCOME MANAGE THE Y'S ASSETS AND LIABILITIES TO ACCOMPLISH OUR STRATEGIC VISION OUR IMPACT OVER THE NEXT THREE YEARS: 90% OF MEMBERS REPORT THEY HAVE GAINED KNOWLEDGE, SKILLS AND ABILITIES THE NUMBER OF MEMBERS AND PARTICIPANTS VOLUNTEERING FOR THE Y WILL GROW FROM 5% TO 10% AND INCREASE GIVING TO THE Y FROM 10% TO 18%, EXCEEDING THE NATIONAL AVERAGES 90% OF MEMBERS REPORT THEY BELIEVE THE Y IS STRENGTHENING THE COMMUNITY INCREASE CONTRIBUTED DOLLARS FROM 10% TO 15% OF REVENUE GROW MEMBERSHIP INCOME TO TOTAL 60% OF REVENUE IMPROVE MEMBERSHIP RETENTION TO 65% DEVELOP AND EXECUTE A PLAN FOR DEBT REDUCTION REDUCE COSTS AND INCREASE EFFICIENCY IN TECHNOLOGY ACHIEVE CAPITAL CAMPAIGN GOAL BY 2014 2015 ACHIEVEMENTS: RAISED MORE THAN $21,000,000 IN CAPITAL SUPPORT FOR THE NEW TANDY YMCA IN THE PAST 3 YEARS AND OVER $1,000,000 IN 2015. RECEIVED OVER $1,000,000 FROM OUR GENEROUS DONORS TO SUPPORT THE MISSION OF THE YMCA OF GREATER TULSA. AWARDED $724,000 IN SUPPORT BY THE TULSA AREA UNITED WAY. ENGAGED 110 BOARD MEMBERS AND 2,800 PROGRAM VOLUNTEERS. PARTNERED WITH MORE THAN 50 AGENCIES, SCHOOL DISTRICTS, UNIVERSITIES, AND MEDICAL INSTITUTIONS. CONTINUED 100% OF BOARD CONTRIBUTING TO OUR YMCA. INCREASED THE NUMBER OF BOARD AND STAFF TO REFLECT THE DIVERSITY OF THE COMMUNITY. SUCCESS STORY: FAMILY FRIENDS AND NEIGHBORS OUR GIVING LIBRARY IS A PROGRAM THAT OPERATES THROUGH COMMUNITY VOLUNTEERS AND DONATIONS OF BOOKS FROM THE COMMUNITY. |
| FORM 990, PART VI, LINE 19 | THE FORM 990 TAX RETURN IS AVAILABLE THROUGH GUIDESTAR AND IT IS AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS ACCESSIBLE ON OUR WEBSITE. WE ARE IN THE PROCESS OF MAKING THE FORM 990 AND THE CONFLICT OF INTEREST POLICY AVAILABLE ON OUR WEBSITE. |
| SCHEDULE K, PART I, LINE A, COLUMN (F) | (A) THE RENOVATION OF EXISTING YMCA FACILITY, INCLUDING ROOF RENOVATION AND REPLACEMENT, LOCATED AT 5002 SOUTH FULTON, TULSA, OK; AND (B) THE ACQUISITION AND CONSTRUCTION OF A NEW YMCA FACILITY TO BE LOCATED AT 1120 EAST PINE, TULSA, OK; AND (C) THE CONSTRUCTION AND EQUIPPING OF AN ADDITION TO THE REFINANCING OF INTERIM BANK INDEBTEDNESS INCURRED TO FINANCE THE CONSTRUCTION OF A NEW YMCA FACILITY LOCATED AT 8300 OWASSO EXPRESSWAY, OWASSO, OK; AND (D) THE ACQUISITION AND CONSTRUCTION OF A NEW FACILITY TO BE LOCATED AT 8501 SOUTH GARNETT ROAD, BROKEN ARROW, OK; AND (E) THE REFUNDING AND REDEMPTION OF OUTSTANDING REVENUE BONDS (YMCA OF GREATER TULSA PROJECT), SERIES 1999 ISSUED IN THE ORIGINAL AGGREGATE PRINCIPAL AMOUNT OF $6,000,000 BY THE TULSA INDUSTRIAL AUTHORITY. |
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