Oklahoma Alliance on Aging Inc.
PO Box 12008
Oklahoma City OK 73157
Tax Exempt Status Public Supported Charity
Mission Statement
The Mission of the Alliance is to identify needs of aging Oklahomans, to educate on issues, and to advocate for solutions.
Current Officers and Board Member 2018
Contact Information
Contact Name Marietta Real
Contact email Marietta.OAOA@gmail.com
Address PO Box 12008
Oklahoma City, OK 73157
Phone (405) 943-1895
County Oklahoma County
Alternate Address 3000 N Rockwell
Bethany OK 73008
Alternate Phone 405 840 5870 James Crowder
How to Give
Donate with Credit Card http://occf.org/okaa/
Donate to Endowment http://occf.org/okaa/
Other ways to donate, support or volunteer
  • Mailing a check
  • In-kind donation
  • Organizational Membership:  $100 annual fee
  • Individual Membership:  $25 annual fee
  • Volunteer
Financial Summary
 
 
Projected Revenue $13,700.00
Projected Expenses $7,650.00
History and Background
Year Founded 1983
IRS Ruling Year 1984
State Registration Expiration Sept 2020
Statements
Mission
The Mission of the Alliance is to identify needs of aging Oklahomans, to educate on issues, and to advocate for solutions.
Background
The Alliance on Aging incorporated as a non-profit 501(c)(3) organization in 1983. The initial members were Area Aging Agencies, AARP of Oklahoma and a diverse group of individuals and organizations throughout the state. The first president of the Alliance was the executive director of the Oklahoma Conference of Churches. Vivian Smith who had been involved in issues that impacted older Oklahomans since 1973 when Vivian served as founding board member of the Daily Living Center in Oklahoma City. To date, the OAoA's committees have evolved into only one committee, the Alliance's first standing committee which was the Strategy Committee. This Committee currently meets weekly at the Capitol during each Legislative Session and has evolved into a "team" comprised of one member from each Oklahoma Aging Partnership(OAP) organization: the Oklahoma Alliance on Aging(OAoA), the Oklahoma Silver Haired Legislature Alumni Association (OSHLAA), and the State Council on Aging(SCoA).  The Strategy Team has created a large distribution list of organizations, agency employees as well as individual advocates who are interested in legislation that impacts aging Oklahomans. The Strategy Team members offer their support to Legislators who author bills that will have a positive impact on older Oklahomans. Another information item that the Alliance uses to keep its membership informed is the quarterly newsletter. The Alliance on Aging memberships understands the importance of advocacy at the State level. The Alliance, along with the other two member organization's of the OAP, are the eyes, ears and voices for Oklahoma's vulnerable, older citizens.
Impact
HB1262 Hilbert and Leewright-Revenue and taxation; sales tax exemption for certain medical equipment-Signed by Governor 5/28/2029. HB1278 Lawson and Rosino-Community-based service providers, establishing requirements for reductions in planned services-Signed by Governor-5/15/2029. HB2671 Wallace, Fetgatter and Bice-Revenue and Taxation; Silver Haired Legislature; income tax check off; exemption - signed by the Governor 5/14/2019. SB201 Thompson and McEntire; Vulnerable adults; modifying and adding certain definitions to the Protective Services for
Vulnerable Adults Act; signed by Governor 5/13/2019. SB435 Pugh and Miller - Protective services for the elderly and incapacitated adults; directing Department of Human Services to require certain training - signed by Governor 4/26/2019.
Needs
1. New Members in Organization and Individual membership to secure the Organization for the future.  This is the most important and pressing need which would increase the Organizations function and finances.
 
 
Board Chair Statement
The Oklahoma Alliance on Aging is a nonprofit statewide educational and charitable body composed of individuals and delegates from organizations interested in affairs concerning the welfare of the elderly citizens of Oklahoma. The alliance is organized to bring together organizations and individuals to work actively toward common goals to improve the quality of life for older Oklahomans.
Area Served
Area Served
Geographic Area Served
Oklahoma - Statewide
Oklahoma statewide
Service Categories
Secondary Organizational Category Mutual & Membership Benefit/
Tertiary Organizational Category Mutual & Membership Benefit/Alliances & Advocacy
Programs
Description
The Oklahoma Alliance on Aging provides educational forums for its members and the general public on issues concerning the elderly, including:
  • nursing homes
  • community care
  • housing
  • transportation
  • predatory lending
  • safety issues
  • legal rights
  • quality of life issues
Strategy
Population Served Aging, Elderly, Senior Citizens
Description
The Oklahoma Alliance on aging advocates for solutions to issues of aging Oklahomans through the following activities:
  • monitors state legislation relating to services for the elderly
  • recommendations for policies and services of interest to older Oklahomans and their families
  • assists and cooperates with member organizations in developing independent non-partisan local coalitions and grassroots support for state and local issues important to the elderly
  • sponsors Senior Day at the Capitol and other health fairs throughout the year 
Strategy
Population Served Aging, Elderly, Senior Citizens Elderly and/or Disabled
CEO/Executive Director
CEO/Executive Director Marietta Real
Start Date July 2006
Email Marietta.OAOA@gmail.com
Experience
Marietta Real came to work for Oklahoma Alliance on Aging July 2006 as part time staff personnel. She was given the title of Executive Coordinator and has continued until December 2018 and by Board Member vote was given the title of Executive Director. It has been a rewarding job for me to be a part of the Alliance. It is through our Strategy Committee that our members advocate at the Capitol during legislation session to insure that bills will be created and passed by law to benefit the aging population now and in the future.  
Senior Staff
NameTitle
Marietta RealExecutive Coordinator
Staff
Number of Full-time Staff 0
Number of Part-time Staff 1
Number of Contract Staff 0
Number of Volunteers 150
Are professional development opportunities provided? No
Does CEO/Executive Director have formal evaluations? No
Management reports to board? Yes
Staff Demographics - Ethnicity
Caucasian 1
Staff Demographics - Gender
Female 1
Organizational Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Management Succession Plan No
Organization Policies and Procedures Yes
Collaborations
Member of the Oklahoma Aging Partnership (OAP), a non-partisan coalition between  the Oklahoma Alliance on Aging, the Oklahoma Silver Haired Legislature Alumni Association and the Oklahoma State Council on Aging to advocate for seniors' rights.
Awards
Awards
Award/RecognitionOrganizationYear
Patricia (Trish) EmigAdvocacy of the Year - DHS, Aging Services2012
James Crowder, Lifetime Acheivement AwardDepartment of Human Services, Aging Services Division2009
Esther Houser, Ombudsman - OAoA Board MemberZarrow School of Social Work at OU2014
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Comments on Staff & Management
CEO/Executive Director/Board Comments
I joined in 1989. I have learned more with this organization about how things are accomplished at the State Capitol and about other worthwhile Senior organizations, than any other organization which I belong to. The OAoA is a 'voice' for our senior citizens of Oklahoma. Through their legislative activities, senior Oklahomans have united to protect and preserve our rights. Our organization provides essential and necessary education for our seniors to keep abreast of changes occurring in our state and at a national level.
Board Chair
Name Ken Jones
Company Affiliation OAoA President
Term Sept 2019 to June 2020
Email okallianceonaging@sbcglobal.net
Board of Directors
List Current as of Feb 18, 2020
Board of Directors List
NameAffiliationStatus
Natalie BinghamVoting
Mary BrinkleyLeadingAge OklahomaVoting
James CrowderNatl Asso of Retired Federal EmployeesVoting
Trish EmigretiredVoting
Esther HouserretiredVoting
Ken JonesASCOG AAAVoting
Annette MaysOAoA 2nd Vice PresidentVoting
Janine McCulloughDHS, Aging Services/protectiveVoting
BJ MooneyVoting
Janet MooreVoting
William(Bill) WhitedBoard of DirectorVoting
Board Demographics - Ethnicity
Caucasian 11
Board Demographics - Gender
Male 3
Female 8
Governance
Board Term Lengths 3 years
Percentage of Board Making Monetary Contributions to the Organization 100 %
Percentage of Board Making In-Kind Contributions to the Organization 100 %
Board Orientation No
Constituency Includes Client Representation Yes
Written Board Selection Criteria? No
Standing Committees
Oklahoma Museum of History
Administration
Distributions / Grant Making
Strategic Planning / Strategic Direction
Communications / Promotion / Publicity / Public Relations
Academic Affairs
Volunteer
Advisory Board / Advisory Council
Comments on Board & Governance
Foundation Staff Comments    
Current Fiscal Year
Fiscal Year Jan 01, 2020-Dec 31, 2020
Current Year Budgeted Total Income $13,700
Current Year Budgeted Total Expenses $7,650
Financial Documents
990N2018
990N2017
990N2016
IRS Letter of Determination
Prior Three Years' Financial History
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201920182017
Contributions$440$255$1,205
Foundation and
Corporation Contributions
$6,850$6,700$2,000
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$850$750$750
------
$5,600----
Investment Income, Net of Losses$1,327$1,313$3,815
Unrealized Gain/Loss------
Membership Dues------
Special Events------
Revenue In-Kind------
Other--$3,900$3,635
Expense Allocation
Fiscal Year201920182017
Program Expense$15,667$7,304$12,463
Administration Expense------
Fundraising Expense------
Payments to Affiliates------
Total Revenue/Total Expenses0.961.770.92
Program Expense/Total Expenses100%100%100%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201920182017
Total Assets$8,826$9,426$4,861
Current Assets$6,787$7,749$4,861
Long-Term Liabilities------
Current Liabilities----$1,048
Total Net Assets$8,826$9,426$3,813
Solvency
Short Term Solvency
Fiscal Year201920182017
Current Ratio: Current Assets/Current Liabilities----4.64
Long Term Solvency
Fiscal Year201920182017
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201920182017
Top Funding Source & Dollar AmountFoundations & Corporations $6,850Foundations & Corporations $6,700Investment Income $3,815
Second Highest Funding Source & Dollar AmountEarned Revenue $5,600Other $3,900Other $3,635
Third Highest Funding Source & Dollar AmountInvestment Income $1,327Investment Income $1,313Foundation & Corporations $2,000
Endowment? Yes
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? No
Reserve Fund? No
Capital Campaign
Currently in a Capital Campaign? No
Comments on Financials
CEO/Executive Director/Board Comments
Oklahoma Alliance on Aging has elected Janet Moore as our 2nd Vice President and duties are to develop a plan to increase membership. Her duties also include to help coordinate the annual Senior Day at the Capitol. Also elected 2018 Bill Whited as President - shall be responsible for providing leadership in implementing the purposes and objective of the Alliance. At our July 9, 2019 meeting Bill Whited resigned as President due to a conflict of interest with his own job at DHS Aging Services, Ken Jones volunteered as Interim President until election at OAOA Annual meeting June 2020, Also Esther Houser, will be acting 1st Vice President until election at OAOA Annual meeting June 2020. They both will continue providing leadership in implementing the purposes and objective of the Alliance.
 
Foundation Staff Comments

All prior year financial information is from compilations provided by the organization, as this nonprofit does not meet the annual gross receipts threshold. Therefore, it is exempt for completing a Form 990.

Contributions may include foundations and corporations when the breakout was not available.

The financial information presented is obtained from the following sources: IRS Form 990, independent audit reports, financial statements – board approved when available, and supplemental information from the organization. We do not warrant or guarantee the timeliness, errors or inaccuracies. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or interpretation by OCCF staff.

Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.

Address PO Box 12008
Oklahoma City, OK 73157
Primary Phone 405 943-1895
Contact Email Marietta.OAOA@gmail.com
Give with Credit Card http://occf.org/okaa/
Give to Endowment http://occf.org/okaa/
CEO/Executive Director Marietta Real
Board Chair Ken Jones
Board Chair Company Affiliation OAoA President