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.
Contact Information
Contact Name Marietta Real
Contact email okallianceonaging@sbcglobal.net
Address PO Box 12008
Oklahoma City, OK 73157
Phone (405) 943-1895
Fax 405-603-8598
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 $12,800.00
Projected Expenses $6,000.00
History and Background
Year Founded 1983
IRS Ruling Year 1984
State Registration Expiration Sept 2017
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
The Oklahoma Alliance on Aging has advocated through strategy meetings to pass the following bills, which have all been signed by the governor:
 
  • HB 2267  by Rep. Cox and Senator Justice extends the date of the Supplemental Hospital Offset Payment Program Act (Providers' Fee) from December 31, 2017 to December 31, 2020.
  • HB by Rep. Cox and Senator Yen allows residential care homes to use the Informal Dispute Resolution Program when the facility wishes to challenge a deficiency statement issued by the Oklahoma State Department of Health. The measure further defines the membership of an impartial decision-making panel who determine the outcome of the dispute. The companion bill to HB 2667 is SB 1506 by Senator David and Rep. Cox. SB 1506 also passed the legislative process.
  • HB 2742 by Rep. Cox and Senator Standridge  provides for comprehensive integrated medical care in emergency and non-emergency settings to be conducted under the supervision of a physician. The measure requires specified training and certification of Community Paramedics.
  • SB 1095 by Senator Dahm and Rep.Cockroft provides restricted liability to drivers, with current motor vehicle insurance policies that meet the State requirements, who volunteer transportation. The liability cannot exceed the limits of the insurance policy, except for gross negligence or willful or wanton conduct committed in providing the transportation.
  • SB 1127 by Senator Crain and Rep. Munson expands the "Vulnerable Adult" definition in state statute to also include persons with Alzheimer's Disease and other severe dementia conditions.
  • SB1179 by Senator Smalley and Rep. Cox allows for the Physician Manpower Physician Training Commission to accept both public and private donations to assist in the funding of the Medical Loan Repayment Program. The measure also allows the Commission to contact with public entities or non-profit corporations for endowment, management and administration of such finds. New language adds federally qualified "teaching health centers" as an entity that can apply for and receive the funds.
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 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 Janine McCullough
Start Date July 2016
Email okallianceonaging@sbcglobal.net
Experience
Janine, began as President of Oklahoma Alliance on Aging, July 2011. She skipped a year and effective July 1, 2014, Oklahoma Alliance President again. Janine, works for DHS/Protective Services division of Oklahoma.
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 Janine McCullough
Company Affiliation OAoA President
Term June 2014 to June 2017
Email okallianceonaging@sbcglobal.net
Board of Directors
List Current as of July 01, 2016
Board of Directors List
NameAffiliationStatus
Linda Aron Voting
Mary Brinkley LeadingAge OklahomaVoting
James Crowder Natl Asso of Retired Federal EmployeesVoting
Michael Curtis OK Asso. Home CareVoting
Wanda Debruler Community VolunteerVoting
Steve Goforth Voting
Ken Jones ASCOG AAAVoting
Annette Mays OAoA 2nd Vice PresidentVoting
Janine McCullough DHS, Aging Services/protectiveVoting
Mark Nichols Voting
Charles Watson OKSilverhaired Legislation Alumni Asso.
William(Bill) Whited Board of DirectorVoting
Deb Yellseagle Voting
Board Demographics - Ethnicity
Caucasian 18
Board Demographics - Gender
Male 11
Female 5
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, 2017-Dec 31, 2017
Current Year Budgeted Total Income $12,800
Current Year Budgeted Total Expenses $6,000
Financial Documents
IRS Letter of Determination
Prior Three Years' Financial History
Expense Allocation
Fiscal Year201520142013
Program Expense$6,207$9,612$13,232
Administration Expense------
Fundraising Expense------
Payments to Affiliates------
Total Revenue/Total Expenses1.361.010.86
Program Expense/Total Expenses100%100%100%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$2,939$684$563
Current Assets$2,393$684$563
Long-Term Liabilities------
Current Liabilities------
Total Net Assets$2,939$684$563
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountInvestment Income $3,843Foundation & Corporations $7,375Foundations & Corporations $7,300
Second Highest Funding Source & Dollar AmountFoundations & Corporations $3,595Investment Income $1,233Individuals $2,785
Third Highest Funding Source & Dollar AmountIndividuals $1,025Individuals $1,125Investment Income $1,157
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 Annette Mays as our 2nd Vice President and duties are to develop a plan to increase membership.
 
Foundation Staff Comments
All prior year financial information is from compilations. You can view financial compilations in "other documents".
 
Organization has annual receipts less than $50,000.  As a result, they only file a Form 990-N, also known as the e-Postcard. 
 
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
Give with Credit Card http://occf.org/okaa/
Give to Endowment http://occf.org/okaa/
CEO/Executive Director Janine McCullough
Board Chair Janine McCullough
Board Chair Company Affiliation OAoA President