Oklahoma Center for Nonprofits, Inc.
720 W Wilshire Blvd
Ste 115
Oklahoma City OK 73116
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
n/a
Mission Statement Building better communities through effective nonprofits.
Contact Information
Contact Name Marnie Taylor
Contact email mtaylor@oklahomacenterfornonprofits.org
Address 720 W Wilshire Blvd
Ste 115
Oklahoma City, OK 73116
Phone (405) 463-6886
Fax 405-463-6888
County Oklahoma County
Alternate Address 1145 S. Utica Ave. Suite 1100
Tulsa OK 74104
Alternate Phone 918 579-1900
How to Give
Donate to Endowment http://occf.org/tsc/
Other ways to donate, support or volunteer
Donors may mail checks to either our Oklahoma City or Tulsa addresses. In addition, individuals and corporations may make in-kind donations to the Center or volunteer for committees, special events or other tasks as needed. For more information on giving opportunities to the Center, contact our Tulsa office and speak with the Director of Resource Development and Communications.
Financial Summary
 
 
Projected Revenue $2,114,180.00
Projected Expenses $2,017,083.00
History and Background
Former Names
NameYear
n/a
Year Founded 1981
IRS Ruling Year 1996
State Registration Expiration Feb 2015
Statements
Mission Building better communities through effective nonprofits.
Background

Founded in 1981 by Pat and Ray Potts, the Oklahoma Center for Nonprofits strengthens Oklahoma nonprofits and communities through state-of-the-art trainings, custom-tailored consultations, strategic discussions, membership and a concentrated advocacy platform.

Guided and informed by our own proven sustainability model, our goal is to equip Oklahoma nonprofits with the knowledge and tools to effectively build capacity and achieve maximum impact; thereby, strengthening the nonprofit sector and the hundreds of communities it serves. The Center’s steadfast commitment to leading practices impacts Oklahoma’s diverse communities by maintaining and propagating the highest level of efficacy, transparency and management. It is through the success of other organizations that our mission of “building better communities through effective nonprofits” is fulfilled.

The Oklahoma Center for Nonprofits offers more than 250 workshops annually statewide and continues to pioneer curricula adapted to meet the needs of Oklahoma’s nonprofit sector. In 2010, the Center became the first organization in Oklahoma to earn certification by the Standards for Excellence Institute.

The Center continues to expand its reach statewide by increasing resource output to nonprofits outside Oklahoma City and Tulsa. There are nearly 19,000 nonprofit organizations in Oklahoma, and the Center fosters a unified and professional nonprofit sector that operates according to leading practices. This helps nonprofits achieve maximum impact in their respective communities.

Impact

 

The Center provides essential resources for nonprofits of all shapes, sizes and missions. Our programs ensure that the over 19,000 registered Oklahoma nonprofits and more than 950 Center member organizations have access to the trainings and resources needed to ensure efficient operations, maximum program capacity, top-tier leadership and sound finances. Since 2010, the Center has tripled its output of its flagship ethics and accountability training, Standards for Excellence and increased the number of workshops taught by staff from 2 to 147. In addition to Standards for Excellence, the Center offers two additional leadership initiatives that serve to embolden the current nonprofit workforce to grow within their organizations, prepare for leadership roles and maximize their talents to better their organizations and the services they offer. The Nonprofit Management Certification Program is designed for executive directors and staff leadership to attain valuable management skills aimed to effectively build leadership capacity in their respective organizations and Leaders’ Circle is a cohort of Executive Directors that meet monthly to create a support group of learning through peer engagement. There are currently over 700 Standards for Excellence graduates, over 100 Nonprofit Management Certification Program graduates and 49 Leaders’ Circle graduates. The Center provided 175 trainings last fiscal year with 2,183 professionals in attendance.

Although trainings are an integral part of the Center’s mission, the Center has also significantly increased the number of consultations in response to the demand of personalized professional help and our free nonprofit helpline gives nonprofits an opportunity to ask important questions pertinent to all aspects of nonprofit work.

 

Needs The Oklahoma Center for Nonprofits seeks partnerships with individual and institutional donors to build capacity among nonprofits throughout Oklahoma. We achieve our mission by offering training, networking, membership, advocacy and consultation to ensure higher standards of efficiency and effectiveness among the sector. 
Area Served
Area Served
Geographic Area Served
Oklahoma - Statewide
State of Oklahoma "Building Better Communities through Effective Nonprofits"
Service Categories
Secondary Organizational Category Mutual & Membership Benefit/Alliances & Advocacy
Tertiary Organizational Category Community Improvement, Capacity Building/Alliances & Advocacy
Programs
Description

Training and consulting are ongoing programs of the Center. Our programs to provide didactic training, embedded consultation and education in nonprofit leading practices to nonprofit organizations of diverse sizes, constituencies and service areas. In addition to the Center’s leadership initiative, we provide workshops and trainings in areas essential to nonprofit governance, management, financial responsibility, marketing and development. Funds to support the training programs come from a diverse mix of foundation, corporate, individual and event income, as well as earned income from the fees associated with the trainings. Currently, those fees only cover about a third of the costs associated with training. The Center gratefully appreciates support from contributed income to ensure this training is available to all organizations, regardless of ability to pay.

Strategy
Population Served Adults Other Named Groups
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.

Success is defined by how many agencies implement what they learn in our trainings in their organizations. We have realized our mission when other agencies utilize the tools learned in our trainings and have applied those tools and standards to their organizations. However, we also value the role of evaluation of our programs to ensure the efficacy of the trainings and the value/pertinence of the content of workshops. Evaluation methods seem effective and useful for the Center to assess programs offered to organizations. Each workshop is individually evaluated, and we assess program outcomes monthly, quarterly and annually.

Program Success MonitoringHelpDescription of the tools used to measure or track program impact.

The Center evaluates the effectiveness of its programs through quantitative and qualitative survey instruments delivered after each training session, as well as collective ongoing feedback from consumers (nonprofits) about needs, challenges and other assistance. Additionally, the Center surveys members on an annual basis to collect customer satisfaction information and to gauge the overall health and vitality of the sector.

The Center also collects data every two years about Oklahoma nonprofit’s structure, salary disbursements and other pertinent information to provide the primary state benchmark survey for nonprofits and philanthropists to gauge the salary structure and the financial resource needs of the sector.

Finally, the Center partners with philanthropists - actively soliciting information and critique about its own programs and the needs of the nonprofits they fund to create essential curriculum and deliver services that are most effective.

Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success.

“The Oklahoma Center for Nonprofits (OKCNP) is a proven ally for Nonprofits throughout the state providing the information, education, and resources necessary for organizations to thrive in their mission to serve the people of our state. Prior to attending the OKCNP Nonprofit Management Certification program, I was overwhelmed with certain aspects of managing the organization I work for. The OKCNP staff changed that for me by providing me with the knowledge and confidence that I needed to feel empowered in my position as Executive Director of CAIR Oklahoma.” - Adam Soltani, Executive Director, Council on American-Islamic Relations (CAIR), Oklahoma Chapter


Description

The Oklahoma Center for Nonprofits conceived the Oklahoma Nonprofit Excellence (ONE) Awards to honor the amazing work that nonprofit organizations are doing the state of Oklahoma. These dedicated organizations are changing the landscape of human services and community assistance. We choose to honor their achievements with recognition and funding. Three finalists in each of eight categories will receive at least $5000, with the overall winner receiving a $10,000 grant. The Center proudly honors 24 nonprofits across Oklahoma who have demonstrated excellence within their organizations and throughout their community. The nonprofits are selected by 12 state leaders that comprise the ONE Awards Selection Commission.

Honorees do not apply for the awards, but are nominated and selected by the ONE Awards Selection Commission. The Commission is composed of Oklahomans from throughout the state that represent a wide variety of backgrounds and interests. They are esteemed individuals who donate their time and expertise to selecting and nominating Oklahoma nonprofits in the service categories listed below. They meet twice over the several-month process to nominate and select nonprofits. Following the initial nomination, the nonprofits are asked to submit an in-depth application.

Strategy
Population Served Adults Other Named Groups
Description

The Oklahoma Center for Nonprofits launched Visions to recognize and celebrate the exemplary service of Oklahoma’s nonprofit professionals. The honorees selected for recognition at Visions have dedicated their careers to ensure the success of nonprofit organizations essential to Oklahoma’s communities. Their commitment to the betterment of life in Oklahoma deserves the highest of accolades and Visions offers sincere appreciation for their leadership and hard work.

Each year, Visions honors distinguished individuals in four categories:

The Sarkeys Special Recognition Award will go to a nonprofit employee that has demonstrated a dedication to mission above and beyond his or her call to duty. The recipient of the Sarkeys Special Recognition Award is a selfless and tireless employee that exemplifies service to community and constituents. This is a person that is not often recognized for their service, so that we may honor those everyday heroes that make Oklahoma thrive.

The Lifetime Achievement Award will go to an individual (s) who has dedicated a lifetime of philanthropy and volunteer leadership to charitable causes and has been instrumental in the success of one or more charitable organizations

The Pat Potts Visionary Award will go to an executive leader whose leadership has inspired the success of a singular organization in carrying out its charitable mission.

The Rodney Bivens Innovation Award will go to a visionary leader(s) or volunteer(s) who has burst on the scene with a new, dynamic, and innovative idea that inspired groundbreaking changes and newfound success to the mission of an organization or pioneered an exciting program that changes lives. The winner will receive a $10,000 award thanks to a generous contribution from the Donald W. Reynolds Foundation in honor of Rodney Bivens’ achievements with the Regional Food Bank.

Strategy
Population Served Adults Other Named Groups
Description While most nonprofit organizations hire or have access to basic bookkeeping services, oversight by a Certified Public Accountant or individual(s) with strong nonprofit finance experience is expensive and, many times, cost-prohibitive. Additionally, nonprofit organizations face more intense scrutiny from both the IRS and the philanthropic community to account for donor funds received and how those are used appropriately for program delivery.

The Oklahoma Center for Nonprofits began providing shared services in accounting and financial management to a handful of nonprofits beginning July 1, 2014. It is our intention to continue providing these services to nonprofits that need assistance in creation of better financial reporting mechanisms and overall fiduciary management.

With CPA oversight along with two other part-time employees handling bookkeeping and financial report creation, our shared services program helps nonprofit organizations better prepare staff and board members with monthly statements that are more easily understood and have greater accuracy. The CPA meets with the nonprofit manager or board finance chair on a regular basis, helps prepare reports, reviews financial statements, makes corrections or suggestions for better accuracy, attends finance committee meetings and attends board meetings. The CPA acts as the organization’s CFO-on- Loan, assisting staff and board with other management needs as directed. Additionally, the CPA will assist with payroll filing, financial issues related to HR, and reconciliation of statements.

Typical service contracts for nonprofits are $1,000 monthly. More intensive services (interventions, overhaul of financial reporting, additional work in audit preparation, etc.) are also available to nonprofits for a fee of $2,000 monthly. Intensive services are sometimes needed at the beginning of a service contract, with nonprofits scaling back to typical contracts after a few months. Nonprofits may also ask for more intensive services should the need arise at any time during the contract period.
Strategy
Population Served Adults Other Named Groups
Description The Center offers three major leadership initiative programs: Standards for Excellence, which addresses organizational capacity and leading practices of ethics and accountability; Nonprofit Management Certification Program, addresses management leading practices; and the Leaders’ Circle Program to build capacity and leadership skills for nonprofit CEOs and executive directors.

Standards for Excellence
The Standards for Excellence Program is the sector’s leading ethics and accountability training. Originally developed by Maryland Nonprofits, Standards for Excellence provides a leading practices framework for organizations that seek to demonstrate that they not only possess the knowledge of leading practices, but also implement and adhere to the highest standards of ethics and accountability. The Center was the first organization in Oklahoma fully certified and accredited in Standards, and it is the sole replicator of the training program. In July 2015, the Center unveiled the Standards 2.0 curriculum, which presents the latest information custom-tailored for Oklahoma nonprofits. The program is currently administered in a two-day, 14-hour intensive format. The program consists of four sessions that address essential topics. The four sessions are:
• Session I: Mission & Program, Evaluation
• Session II: Cultural Competency and Leadership
• Session III: Finance and Legal Compliance
• Session IV: Resource Development, Communications, Public Policy and Sustainability

Since the program’s introduction in Oklahoma, numerous local and statewide funders have recognized Standards as the definitive nonprofit benchmark in ethics and accountability. Many institutional funders either suggest or require that organizations complete the program. Over 700 organizations have completed the Center’s Standards for Excellence.

Nonprofit Management Certification Program
The Nonprofit Management Certification Program is designed for executive directors and staff leadership (both current and emerging) to attain valuable management skills to effectively build leadership capacity in their respective organizations. This six-month, 42-hour program trains participants on a wide-range of topics that augment nonprofit manager’s skills and expertise. Participants have the opportunity to practice and apply new skills, build a network of cohorts and discuss pertinent issues in a confidential space. The program is also designed to mitigate gaps in leadership by training new, emerging and established leaders in management best practices. The six topics addressed are:
• Session I: Leadership Essentials & Motivation and Engagement.
• Session II: Resource Development and Support
• Session III: Managing Budgets and Leading Meetings
• Session IV: Human Resources & Time Management
• Session V: Conflict Management and Diversity
• Session VI: Coaching as Supervision

Leaders’ Circle Program
Leaders’ Circle is a cohort of Executive Directors that meet monthly to create a support group of learning through peer engagement. The small-group consortium (12 participants per session) has an opportunity to confidentially collaborate, solve problems and expand their knowledge, resources and network. Participants in this six-month, 24-hour program develop leadership skills, access support from peers and field experts, create connections and receive personal coaching. The enhanced leadership skills cultivated during the program is also intended to contribute to reducing burnout/turnover amongst nonprofit leaders.
The program is comprised of three main components:
• Retreat-One six-hour retreat features a leadership expert who kicks off the program by providing extensive knowledge on the important role each participant plays within their organizations and communities.
• Monthly Meetings-There are six monthly meetings that engage the group in the peer learning process. Facilitators and participants provide relevant material to initiate discussions. These sessions are designed to gather the participant’s perspectives, capture personal insights, and provide solutions to the wide range of issues executive’s face.
• Individual Coaching Sessions-An experienced coach will engage in three coaching sessions with each participant. The intent of these sessions is to focus on the goals and strategies defined by the participants for the improvement of their organization’s development.
Strategy
Population Served Adults Other Named Groups
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Each workshop is evaluated by the participants at the end of each session with a concluding assessment after the final session evaluating the entire series. For Standards for Excellence, the Center has implemented a pre-test and post-test evaluation to further gather important data. The Center also conducts long-term evaluations for each program after two years.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. "I had the privilege of building Angels Family Foster Network OKC from the ground up at a time when the Oklahoma Center for Nonprofits held one of their first training classes back in 2008. My entire staff has been through one training or another, and I have completed many, including the Nonprofit Management Certification Program. I use their class binders, Library and amazing staff for every project we create. The Center has guided us to become a leader in our community and a well respected organization. We have taken our knowledge and now collaborate with other agencies and have built a network of strong leaders in our community providing amazing solutions for the people of Oklahoma." - Jennifer Abney, Founder/Executive Director, Angels Family Foster Network
CEO/Executive Director
CEO/Executive Director Marnie Taylor
Start Date Jan 2011
Email mtaylor@oklahomacenterfornonprofits.org
Experience
Marnie Taylor is president and CEO of the Oklahoma Center for Nonprofits (the Center). Prior to accepting the position, Taylor served several years as a board member, trainer and consultant for the Center.

Taylor has over 30 years of leadership and nonprofit experience. She currently serves on the boards of the Notre Dame Club of Oklahoma City, World Neighbors, Friends of the Governor’s Mansion, Potts Family Foundation, Oklahoma County Kids Coalition, and Remerge Council.

She is a graduate of Leadership Oklahoma Class XXIV, a graduate of Leadership Oklahoma City Class XV, the founding director of Youth Leadership Exchange (YLX) and served for 10 years as a historic preservation commissioner for Oklahoma City. Taylor earned a marketing degree from the University of Notre Dame.

She is past board president of Oklahoma County Citizens for Juvenile Justice, Oklahoma Outreach Foundation, CASA of Oklahoma County, Notre Dame Club of Oklahoma City and Volunteer Center of Central Oklahoma. She is a past board member of and held leadership positions for Oklahoma Arts Institute, American Red Cross, YLX, Junior League of Oklahoma City, and Sunbeam Family Services.

Her service to the community has been honored and recognized by several organizations, including the 2013 Journal Record Woman of the Year, Junior League of Oklahoma City as the “Sustainer of the Year,” the National Association for Community Leadership as a “Distinguished Leader ”, the Oklahoma Hospitality Club Women through “Woman in the News”, the Notre Dame Club of OKC as a “Person of the Year”, Red Cross as a Board Member of the Year, CASA as a Board Member of the Year, Oklahoma Outreach Foundation “Dare to Believe” award, Journal Record 2012 Woman of the Year Making A Difference and the OCU Societies 2013 Dulaney-Browne Library Society Award. Taylor is also an Honorary CASA.

Affiliations include World Neighbors, John L. Peters Society, Ester Women, Allied Arts Circle Club, Friends of OU Breast Institute, Oklahoma Women’s Coalition, ONEVOICE Mastermind Founding Member, Oklahoma Center for Nonprofits Chairman’s Circle, United Way Women’s Leadership Society Founding Member, Oklahoma Western Heritage Museum, Prix de West Society, St. Luke’s United Methodist Church, Economics Club of Oklahoma City, Academy for State Goals, and Downtown Rotary.



Senior Staff
NameTitle
James ArnoldDirector of Finance and Accounting
Daniel BillingsleyVice President of External Affairs
Janetta CravensVice President of Programs
Staff
Number of Full-time Staff 17
Number of Part-time Staff 4
Number of Contract Staff 1
Number of Volunteers 4
Staff Retention Rate 70
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 3
Asian American/Pacific Islander 1
Caucasian 14
Hispanic/Latino 1
Native American/American Indian 1
Staff Demographics - Gender
Male 6
Female 14
Organizational Plans
Fundraising Plan Yes
Policy against commission-based compensation for fundraising consultant Yes
Communication Plan Yes
Strategic Plan Yes
Number of Years Strategic Plan Considers 4
Date Strategic Plan Adopted Apr 2013
Management Succession Plan Under Development
Organization Policies and Procedures Yes
Collaborations


Affiliations
AffiliationYear
Association of Fundraising Professionals - Oklahoma Chapter2012
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Board Chair
Name Ms. Alana Hughes
Company Affiliation Charles and Lynn Schusterman Family Foundation
Term July 2016 to June 2017
Board of Directors
List Current as of July 01, 2016
Board of Directors List
NameAffiliationStatus
Howard G Barnett Honorary
W. Kenneth Bonds Honorary
Jodi Cline
Tim Colwell Voting
Sam Combs, III Voting
Seth Fairchild
Deena Fisher
John Ford Voting
John Harper Voting
Danielle Hoeltzel Voting
Lacey Horn
Alana Hughes Voting
Carlos Johnson
Steve Kerr Voting
Lou Kerr Honorary
Craig Knutson Voting
Kelly Krahl Voting
Mandy Leemhuis Voting
Tony LoPresto
Jeff Moen Voting
Tanya Monnig Voting
Polly Nichols Honorary
Ashley Perkins Voting
Pat Potts Honorary
Christina Rehkop Voting
Shelley Sanders Voting
Deborah "Debbie" Schramm
Mary Stallings
Afshean Talasaz Voting
Brooke Townsend Voting
Jon Trudgeon Honorary
Johnna R. Walker Voting
Mark Williams Voting
Kathy Williams
Board Demographics - Ethnicity
African American/Black 1
Caucasian 29
Native American/American Indian 3
Board Demographics - Gender
Male 12
Female 16
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 Yes
Constituency Includes Client Representation Yes
Written Board Selection Criteria? Yes
Current Fiscal Year
Fiscal Year July 01, 2016-June 30, 2017
Current Year Budgeted Total Income $2,114,180
Current Year Budgeted Total Expenses $2,017,083
Financial Documents
Audit2016
Audit2015
Audit 20142014
Audit2013
Audit2012
Audit2011
Audit2010
Audit2009
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 Year201420132012
Total Revenue$1,360,461$1,255,514$1,195,782
Total Expenses$1,309,098$1,278,860$1,106,445
Revenue Less Expenses$51,363($23,346)$89,337
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 Year201420132012
Contributions------
Foundation and
Corporation Contributions
$294,508$694,106$605,110
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$20,811$58,464$58,014
------
$234,311$242,742$192,647
Investment Income, Net of Losses$7,541$8,467$6,085
Unrealized Gain/Loss$8,567$3,649($2,317)
Membership Dues$149,950$130,551$141,918
Special Events$541,108--$105,349
Revenue In-Kind$98,842$102,330$74,000
Other$4,823$15,205$14,976
Expense Allocation
Fiscal Year201420132012
Program Expense$1,067,379$1,051,428$922,949
Administration Expense$158,941$171,656$117,265
Fundraising Expense$82,778$55,776$66,231
Payments to Affiliates------
Total Revenue/Total Expenses1.040.981.08
Program Expense/Total Expenses82%82%83%
Fundraising Expense/Contributed Revenue10%7%9%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$528,227$437,025$460,081
Current Assets$333,343$310,004$270,055
Long-Term Liabilities------
Current Liabilities$90,901$51,062$50,772
Total Net Assets$437,326$385,963$409,309
Solvency
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities3.676.075.32
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountSpecial Events $541,108Foundations & Corporations $694,106Foundations & Corporations $605,110
Second Highest Funding Source & Dollar AmountFoundation & Corporations $294,508Earned Revenue $242,742Earned Revenue $192,647
Third Highest Funding Source & Dollar AmountEarned Revenue $96,873Memberships $130,551Memberships $141,918
Endowment? Yes
Endowment Spending Policy N/A
Credit Line? Yes
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Comments on Financials
Foundation Staff Comments All prior year financial information is from audited financial statements. 
Address 720 W Wilshire Blvd
Ste 115
Oklahoma City, OK 73116
Primary Phone 405 463-6886
Give to Endowment http://occf.org/tsc/
CEO/Executive Director Marnie Taylor
Board Chair Ms. Alana Hughes
Board Chair Company Affiliation Charles and Lynn Schusterman Family Foundation