United Way of Norman
2424 Springer Drive, Suite 304
Norman OK 73069
Tax Exempt Status Public Supported Charity
Mission Statement United Way of Norman unites and strengthens our community by empowering each person to change lives.

Contact Information
Contact Name Jed Dembowski
Contact email jdembowski@unitedway-norman.org
Address 2424 Springer Drive, Suite 304
Norman, OK 73069
Phone (405) 329-2025
County Cleveland County
How to Give
Donate with Credit Card https://app.mobilecause.com/form/jhAp1g
Other ways to donate, support or volunteer
United Way of Norman relies on public support and accepts donations several ways, including through workplace campaigns using payroll deduction, with online giving via our website or by mail to our office address.
 
In-kind donations are always appreciated and may be arranged by calling the United Way of Norman office at 329-2025.
 
Volunteering with United Way of Norman impacts the entire community is fun and gratifying.  Opportunities include serving on an Impact Council, (Education, Financial Stability, Health or Independence), helping with the annual community campaign by serving on the Campaign Cabinet, being a loaned executive, helping with Celebrity Sing, or helping with one of our community initiatives such as  Destination Graduation, Financial Alliance of Norman or the disABILITY Coalition; volunteering for the annual Day of Caring; or assisting with the Teen Advisors of Norman, 4-REAL Youth Leadership or Stuff the Bus.
Financial Summary
 
 
Projected Revenue $1,900,000.00
Projected Expenses $1,900,000.00
History and Background
Year Founded 1957
IRS Ruling Year 1969
State Registration Expiration Feb 2017
Statements
Mission United Way of Norman unites and strengthens our community by empowering each person to change lives.
Background United Way of Norman was established in 1957 as a community fundraising and distribution organization.  We currently invest in 28 local nonprofit organizations providing 40 programs.  In addition, we convene community members who collaboratively address issues in the areas of Education, Financial Stability, Health and Independence.
Impact United Way of Norman focuses on Education (helping children & youth achieve their potential), Financial Stability (promoting financial education & independence among working families), Health (improving youth and adult health) and Independence (improving independence and quality of life for seniors & persons with disabilities).
Needs
United Way of Norman's most pressing needs are:
 
1. To increase the individual and corporate support for the annual campaign so that we are more adequately able to provide funding for the community's most urgently-needed programs and services.
 
2. To surpass the campaign goal of $1.9 million to help fund the additional requests from the 28 funded partner agencies. 
 
3. To better utilize the variety of traditional and social media platforms for communicating to the United Way of Norman stakeholders and increasing giving.
 
4.  Communicate better the impact that the United Way of Norman and the funded agencies make in the lives of area residents. The community should hear from UWN beyond just our fundraising needs.
 
5.  Communicate better that the United Way of Norman serves most of Cleveland County, not just the City of Norman. 
CEO/Executive Director Statement
The United Way of Norman is important to the community in that we engage local leaders in a process to assess, prioritize and fund programs to address the human needs in the community. Through this engagement, we are able to coordinate resources from our funded partner agencies in ways that ensure the most pressing needs are met, without duplication. Local leaders make all funding decisions, and 99% of every dollar remains in our community. By focusing on results that can be measured, we are able to determine if our efforts are having an impact. There will never be enough funds to simply provide money to "good organizations doing good things." We focus on targeted and unduplicated efforts. The assessment of needs, the vetting of agencies and the fundraising takes a tremendous number of community volunteers, resulting in an effort that results in local people helping local people.
Area Served
Area Served
Geographic Area Served
Cleveland County
Noble
Norman
Central Oklahoma
United Way of Norman primarily serves Norman, Noble and Southern Cleveland County.
Service Categories
Secondary Organizational Category Community Improvement, Capacity Building/Community Coalitions
Tertiary Organizational Category Public & Societal Benefit/Alliances & Advocacy
Programs
Description Education is one of four Impact Areas that defines the work of the United Way of Norman and the other nonprofit agencies it helps fund. The focus is on agency programs and collaborative initiatives that help ensure academic success, including early childhood education, middle and high school academic success, preparing families to help facilitate learning, improved graduation rates and school supplies for low-income families.
Strategy
Population Served K-12 (5-19 years) Poor,Economically Disadvantaged,Indigent At-Risk Populations
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. Each of the 40 programs funded by the United Way of Norman through our 27 partner agencies have defined metrics that can be evaluated and monitored. Community volunteers review mid-year reports, final reports and applications for funding to determine if progress is being made in a positive way. Programs not fulfilling their mission will be offered assistance to improve, but may not be funded in the future if not properly addressed.
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state. Each of the 40 programs funded by the United Way of Norman through our 27 partner agencies have defined metrics that can be evaluated and monitored. Community volunteers review mid-year reports, final reports and applications for funding to determine if progress is being made in a positive way. Programs not fulfilling their mission will be offered assistance to improve, but may not be funded in the future if not properly addressed.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Community volunteers serve on Impact Councils to assess and prioritize community needs, review agency applications and make funding recommendations to the United Way of Norman's Board of Directors. They conduct site visits, interview agency leaders, review financial and board resources, all to ensure that the programs are successful.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. Studies show that students who begin a new school year without adequate school supplies do not perform academically as their peers. Teachers often must provide assistance out of their own pockets. For these reasons, United Way of Norman, through a collaborative initiative involving local high school students, seeks financial contributions and school supplies to provide basic school supplies to nearly 800 low-income students each year from the Norman, Noble, Lexington, Little Axe and Robin Hill school districts.
Description Health is one of four Impact Areas that defines the work of the United Way of Norman and the other nonprofit agencies it helps fund. The focus is on agency programs and collaborative initiatives that help ensure healthy adults and children.
Strategy
Population Served People/Families of People with Health Conditions Elderly and/or Disabled Children and Youth (0 - 19 years)
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. Each of the 40 programs funded by the United Way of Norman through our 27 partner agencies have defined metrics that can be evaluated and monitored. Community volunteers review mid-year reports, final reports and applications for funding to determine if progress is being made in a positive way. Programs not fulfilling their mission will be offered assistance to improve, but may not be funded in the future if not properly addressed.
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state. Each of the 40 programs funded by the United Way of Norman through our 27 partner agencies have defined metrics that can be evaluated and monitored. Community volunteers review mid-year reports, final reports and applications for funding to determine if progress is being made in a positive way. Programs not fulfilling their mission will be offered assistance to improve, but may not be funded in the future if not properly addressed.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Community volunteers serve on Impact Councils to assess and prioritize community needs, review agency applications and make funding recommendations to the United Way of Norman's Board of Directors. They conduct site visits, interview agency leaders, review financial and board resources, all to ensure that the programs are successful.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. Uninsured and underinsured, low-income residents often have great difficulty accessing dental care. United Way of Norman funds Variety Care, a nonprofit that provides medical and dental care to these residents. Although the dental clinic is 25 miles north of Norman in Oklahoma City, Variety Care provides transportation to Norman residents who qualify for dental services.
Description Income is one of four Impact Areas that defines the work of the United Way of Norman and the other nonprofit agencies it helps fund. The focus is on agency programs and collaborative initiatives that help establish a more fiscally-literate community. By helping people prepare for better jobs, earning more money, saving more money, buying a home, working with financial institutions and understanding basic financial concepts, our community is stronger.
Strategy
Population Served Poor,Economically Disadvantaged,Indigent Unemployed, Underemployed, Dislocated At-Risk Populations
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. Each of the 40 programs funded by the United Way of Norman through our 27 partner agencies have defined metrics that can be evaluated and monitored. Community volunteers review mid-year reports, final reports and applications for funding to determine if progress is being made in a positive way. Programs not fulfilling their mission will be offered assistance to improve, but may not be funded in the future if not properly addressed.
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state. Each of the 40 programs funded by the United Way of Norman through our 27 partner agencies have defined metrics that can be evaluated and monitored. Community volunteers review mid-year reports, final reports and applications for funding to determine if progress is being made in a positive way. Programs not fulfilling their mission will be offered assistance to improve, but may not be funded in the future if not properly addressed.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Community volunteers serve on Impact Councils to assess and prioritize community needs, review agency applications and make funding recommendations to the United Way of Norman's Board of Directors. They conduct site visits, interview agency leaders, review financial and board resources, all to ensure that the programs are successful.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. United Way of Norman funds a program at Salvation Army that seeks to break the cycle of poverty, addressing all the barriers (economic, emotional, physical, geographic, financial, etc.) to moving from poverty to a self-sustaining life. The participants learn to make better decisions about financial, employment and life issues.
Description Independence is one of four Impact Areas that defines the work of the United Way of Norman and the other nonprofit agencies it helps fund. The focus is on agency programs and collaborative initiatives that help keep area residents, especially the elderly and those with disabilities, in their homes longer.
Strategy
Population Served Elderly and/or Disabled Poor,Economically Disadvantaged,Indigent Aging, Elderly, Senior Citizens
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. Each of the 40 programs funded by the United Way of Norman through our 27 partner agencies have defined metrics that can be evaluated and monitored. Community volunteers review mid-year reports, final reports and applications for funding to determine if progress is being made in a positive way. Programs not fulfilling their mission will be offered assistance to improve, but may not be funded in the future if not properly addressed.
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state. Each of the 40 programs funded by the United Way of Norman through our 27 partner agencies have defined metrics that can be evaluated and monitored. Community volunteers review mid-year reports, final reports and applications for funding to determine if progress is being made in a positive way. Programs not fulfilling their mission will be offered assistance to improve, but may not be funded in the future if not properly addressed.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Community volunteers serve on Impact Councils to assess and prioritize community needs, review agency applications and make funding recommendations to the United Way of Norman's Board of Directors. They conduct site visits, interview agency leaders, review financial and board resources, all to ensure that the programs are successful.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. United Way of Norman funds Meals on Wheels, which provides hot meals to homebound elderly, disabled or ill individuals Monday through Friday. In addition to a diet-specific meal, the volunteers who deliver also provide a wellness check to those who may otherwise have limited contact outside the home.
Disaster Programs
Description United Way of Norman has led the process of recovery following a variety of disasters in our service area, from major grass fires to tornadoes. With well-established relationships with nonprofits like the American Red Cross and Salvation Army, faith-based recovery teams, government agencies and other disaster recovery organizations, United Way provides a neutral party to effectively organize both short-term and long-term recovery
Previous Disaster ExperienceHelpOrganization's previous experience during the immediate response, recovery or rebuilding phases following a disaster. In 2012 and 2013, United Way of Norman provided leadership, response organization, volunteer referral, and financial support to immediate and long-term response efforts.
Resources and/or Services Offered in Disaster Community organization, agency response organization, volunteer referral, media assistance and financial support.
Comments on Programs
CEO/Executive Director/Board Comments
The United Way of Norman serves approximately 32,000 residents of Norman, Noble and Southern Cleveland County by funding 40 programs at 27 nonprofit agencies and by managing collaborative initiatives. There will always be more needs than resources, and the United Way allows donors to connect with a variety of nonprofits that have been vetted by local volunteer leaders to ensure the agencies are well-managed and focused on specific needs in the community. United Way of Norman always is in search of engaged community members who are willing to assist with the Impact Councils and with fundraising. The United Way of Norman provides local people to address the needs of friends, neighbors and family members who can use a hand up. We serve our youth and elders, those who are cold, sick, hungry, grieving, abused, addicted and victims of disaster.
CEO/Executive Director
CEO/Executive Director Von Allen
Start Date Mar 2015
Email vallen@unitedway-norman.org
Experience 15 years of professional fundraising in healthcare and higher education. BA in journalism.
Senior Staff
NameTitle
Jed DembowskiVice President, Marketing & Communications
Kathy HolderSenior VP, Operations
Staff
Number of Full-time Staff 8
Number of Part-time Staff 2
Number of Contract Staff 0
Number of Volunteers 400
Staff Retention Rate 89
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 10
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 2
Female 8
Organizational Plans
Fundraising Plan Under Development
Policy against commission-based compensation for fundraising consultant Yes
Communication Plan Yes
Strategic Plan Under Development
Number of Years Strategic Plan Considers 5
Management Succession Plan Yes
Organization Policies and Procedures Yes
Collaborations
United Way of Norman collaborates with our funded partner agencies as well as many that we don't fund.  We also collaborate with community organizations such as the University of Oklahoma, Norman Public Schools, Norman Regional Health System, DHS, Moore-Norman Technology Center, Norman Public Library, and many more.  Additionally, we work with local businesses to provide a variety of programs, initiatives and community activities.  We believe that only through collaboration will we achieve our community goals.
Affiliations
AffiliationYear
National Voluntary Organizations Active in Disaster (NVOAD)2012
Association of Fundraising Professionals - Oklahoma Chapter2014
Chamber of Commerce1985
Risk Management Provisions
Accident and Injury Coverage
Directors and Officers Policy
Workers Compensation and Employers' Liability
General Property Coverage and Professional Liability
Comments on Staff & Management
CEO/Executive Director/Board Comments We are a member organization of United Way Worldwide.  We are annually reviewed and accredited in order to remain in good standing.
Foundation Staff Comments March 1, 2015: The organization is conducting a search for an executive director.
Board Chair
Name Rennie Cook
Company Affiliation Triumph Team
Term Jan 2017 to Dec 2017
Email rennie@triumph-team.com
Board of Directors
List Current as of Jan 01, 2017
Board of Directors List
NameAffiliationStatus
Katie Block BancFirstVoting
Jeff Bryant City of NormanVoting
Vicky Bumgarner University of OklahomaNonVoting
Robyn Castleberry Moore Norman Technology CenterVoting
Leslie Christopher Bold MultimediaVoting
Rennie Cook Triumph TeamVoting
Tom Cooper First United BankNonVoting
Steve Corley Eide BaillyVoting
Sean Crandall First Fidelity Bank
Vicki Davis Johnson ControlsVoting
M.J. Farzanah Home Creations
Patrick Grace OECVoting
Carly Hill CNIVoting
J.T. Johnson Weather Decision Technologies
John Koons OGEVoting
Aleesha Leemaster Norman Public SchoolsVoting
Mark Millsap Norman TranscriptVoting
Mike Murphy Oklahoma State BankVoting
Ben Odom Odom, Sparks & Jones
Diedra Peters Republic Bank & TrustVoting
Paula Price Norman Regional Health SystemVoting
Sarah Smith AccountantVoting
Eva Smith Sooner SuccessVoting
Mike Stice University of OklahomaVoting
Kira Switzer Nonprofit ConsultantVoting
George Wilson HitachiVoting
Rondel Youngblood YMCAVoting
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 1
Caucasian 25
Hispanic/Latino 1
Native American/American Indian 1
Other 0 1
Board Demographics - Gender
Male 17
Female 13
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 75 %
Board Orientation Yes
Constituency Includes Client Representation No
Written Board Selection Criteria? Yes
Standing Committees
Audit
Board Governance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Finance
Human Resources / Personnel
Comments on Board & Governance
CEO/Executive Director/Board Comments We have four councils- teams of volunteers who work year-round with our funded and community partners, identifying opportunities to fill community gaps, build collaboration, and move our community forward.  The chairs of the four councils are voting board members during their terms.  Campaign chairs also serve as voting board members during the year they serve.
Current Fiscal Year
Fiscal Year July 01, 2017-June 30, 2018
Current Year Budgeted Total Income $1,900,000
Current Year Budgeted Total Expenses $1,900,000
Financial Documents
IRS Letter of Determination
Prior Three Years' Financial History
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201520142013
Total Revenue$1,988,035$2,755,942$2,261,618
Total Expenses$2,355,896$2,312,064$2,332,022
Revenue Less Expenses($367,861)$443,878($70,404)
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 Year201520142013
Contributions------
Foundation and
Corporation Contributions
------
Government Contributions$54,923$61,984$60,212
Federal--$4,567--
State$54,923$57,417--
Local------
Unspecified----$60,212
Individual Contributions$1,837,119$2,595,197$2,156,546
------
$28,270$35,012$31,732
Investment Income, Net of Losses$14,730$14,969$13,128
Unrealized Gain/Loss------
Membership Dues------
Special Events------
Revenue In-Kind$52,993$48,989--
Other--($159)--
Expense Allocation
Fiscal Year201520142013
Program Expense$1,953,467$1,945,758$1,909,466
Administration Expense$92,929$95,235$92,735
Fundraising Expense$309,500$281,071$329,821
Payments to Affiliates------
Total Revenue/Total Expenses0.841.190.97
Program Expense/Total Expenses83%84%82%
Fundraising Expense/Contributed Revenue16%11%15%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$1,974,780$2,354,897$2,122,389
Current Assets$1,964,301$2,344,131$1,338,715
Long-Term Liabilities------
Current Liabilities$1,225,872$1,238,128$1,449,498
Total Net Assets$748,908$1,116,769$672,891
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities1.601.890.92
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountIndividuals $1,837,119Individuals $2,595,197Individuals $2,156,546
Second Highest Funding Source & Dollar AmountGovt - State $54,923Govt - State $57,417Govt - Unspecified $60,212
Third Highest Funding Source & Dollar AmountRevenue In-Kind $52,993Revenue In-Kind $48,939Earned Revenue $31,732
Endowment? No
Endowment Spending Policy Income Only
Credit Line? Yes
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next Five Years? No
Comments on Financials
CEO/Executive Director/Board Comments

Despite strong efforts from volunteers and staff, the United Way of Norman has not made its campaign goal in five years. We have refined our messaging, are using newer media platforms to communicate and are using personal relationships more than ever. 

Foundation Staff Comments
Prior year financial information is from audited financial statements (FY2014 & FY2015) and IRS Form 990 (FY2013). 
 
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 2424 Springer Drive, Suite 304
Norman, OK 73069
Primary Phone 405 329-2025
CEO/Executive Director Von Allen
Board Chair Rennie Cook
Board Chair Company Affiliation Triumph Team

 

Related Information

United Way of Norman

United Way of Norman unites and strengthens our community by empowering each person to change lives.