Friends of Libraries in Oklahoma Inc.
P. O. Box 702585
Tulsa OK 74170
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
FOLIO
Mission Statement
Strengthening libraries in Oklahoma through Friends of Libraries
Friends of Libraries in Oklahoma (FOLIO) was organized to:
1) Coordinate activities of local Friends groups and other supporting groups, when needed;
2) Promote the formation of Friends of Library groups in Oklahoma
3) Coordinate, communicate, and provide educational and other services for   libraries and local Friends groups in Oklahoma
4) Promote the development, improvement, and use of libraries;
5) Encourage wider use of library facilities by the public;
6) Cultivate and promote, through publications, meetings, programs, and any other appropriate means, interest in books, literature, authors, visual and audio arts, and education;
7) Co-operate with other non-profit organizations in the pursuit of our goals.
Contact Information
Contact Name Karen Neurohr
Contact email karen.neurohr@okstate.edu
Address P. O. Box 702585
Tulsa, OK 74170
Phone (580) 248-0359
County Tulsa County
Alternate Address 400 Civic Center
Tulsa OK 74103
Alternate Phone 580 512-0358
How to Give
Donate to Endowment http://occf.org/folio/
Other ways to donate, support or volunteer
Mail a check
Volunteer your time as a board member.
Donate your time for training of Friends groups
  • CPA
  • Lawyer
  • Board Trainers
  • Fundraising
  • Social Media Experience
Financial Summary
 
 
Projected Revenue $20,581.00
Projected Expenses $24,935.00
History and Background
Former Names
NameYear
NA
Year Founded 1978
IRS Ruling Year 1979
State Registration Expiration Apr 2016
Statements
Mission
Strengthening libraries in Oklahoma through Friends of Libraries
Friends of Libraries in Oklahoma (FOLIO) was organized to:
1) Coordinate activities of local Friends groups and other supporting groups, when needed;
2) Promote the formation of Friends of Library groups in Oklahoma
3) Coordinate, communicate, and provide educational and other services for   libraries and local Friends groups in Oklahoma
4) Promote the development, improvement, and use of libraries;
5) Encourage wider use of library facilities by the public;
6) Cultivate and promote, through publications, meetings, programs, and any other appropriate means, interest in books, literature, authors, visual and audio arts, and education;
7) Co-operate with other non-profit organizations in the pursuit of our goals.
Background
At the Governor’s Conference on Libraries in 1978, a proclamation called  for a state Friends of the Library to be formed. From that Proclamation came the original board and membership of Friends of Libraries in Oklahoma (FOLIO).
 
Today's FOLIO Board of Directors has grown not only in membership, but also in scope of responsibilities.  The twenty-member board meets quarterly at libraries in all areas of the state.  The Annual Meeting is held during the Oklahoma Library Association (OLA) Conference in the spring.  Bi-annually, a board retreat is held during the summer at the Noble Foundation in Ardmore.  Program planning, updating of our strategic plan, board member training, and orientation of new board members are among the items covered at the retreat.  Board members travel to all meetings, including the retreat, at their own expense.  Only those making visits as Ambassadors have the opportunity for mileage support, if they wish.
 
Each of the FOLIO Board members has a responsibility for some aspect of our work.  We have no office, no executive secretary, only a very dedicated volunteer board whose members are passionate about making libraries in Oklahoma and the Friends groups who support them the very best they can be. 
 
In addition to a traditional set of officers, members are in charge of our awards, our programs, corporate outreach, endowment fundraising, seeking grants, legislative updates, publicity/marketing, our web page, and much more.
 
Virtually all of the services, programs, and projects we provide come from dues, donations, or grants.  Grants have been received from the Anne and Henry Zarrow Foundation for general operating expenses, from the McCasland Foundation for outreach, and the Charles and Lynn Schusterman Family Foundation for Seed Grants.
 
In addition, the McCasland Foundation awarded FOLIO a grant in 2001 resulting  in the creation of three hard copy publications which are most helpful to those new Friends who are getting organized and applying for tax exempt status.  This grant also helped with the development of the FOLIO web page.
 
For thirty-eight years FOLIO has been advocating for Oklahoma libraries and providing support that has resulted in stronger local Friends groups, the organization of new Friends groups, and the revitalization of Friends groups.
Impact
Our top accomplishments for the past year include:
1) Two Seed Grants were awarded to establish new Friends groups.
2) Board members were trained at the bi-annual retreat.
3) Four $500 Support Staff Scholarships were awarded.
4) $7,500 was raised to add to our endowment.
 
Among our goals for the current year are:
1) Raise an additional $6,000 for our endowment
2) Coordinate a Wilma Elizabeth McDaniel Poetry Contest for rural high schools in Lincoln and Creek Counties
3) Expand Outreach Program through Regional Meetings
4) Expand use of messaging tools--Facebook, Webpage, Newsletter
Needs
FOLIO's most pressing need this year is raising $6,000 in contributions to our endowment with the Kirkpatrick Family Fund in order to receive matching funds.  Our endowment was established in 2009 with $12,000 which received a matching grant of $8,000.  Our fund has grown to $57,671 as of January 30, 2013 and now allows us to award four $500 scholarships from the yearly grant.  It is our hope that with the growth of our endowment the amount of these scholarships can be siginifcantly increased each year.  FOLIO believes in the importance of trained, educated library staffs in all libraries in the state.
 
FOLIO also needs to increase its membership to allow the organization to maximize its assistance to libraries and Friends groups.  In essence, FOLIO's only funds for providing support come from dues, donations, and grants awarded.  We must be extremely careful with our use of funds so that we can be sure to meet the requests for assistance we receive.
 
Increasing funds through an increase in membership will also mean that FOLIO can continue with Oklahoma's national Literary Landmarks activities and festivities.  As we honor each notable deceased literary figure, we must have funds for the bronze plaque, the printing of a booklet over the honoree's life, and other costs associated with the celebratory occasion.
 
The affairs of FOLIO are under the direction of our Board of Directors who at present represent three of the four geographic areas of the state.  We are earnestly seeking representation from the northwest area.  While we respond to needs from all four quadrants of the state, we want all areas to have voice and participation in board decisions.
CEO/Executive Director Statement While the FOLIO membership is made up of Friends (FOL) groups, individuals, libraries, and businesses from across the state, the FOLIO Board is charged with the responsibilities of the organization.  With no paid staff, that can be a daunting task for a board that is scattered about the state and that only meets four times a year.  But the work gets done-- preparing statewide mailings and newsletters, responding to FOL groups needing assistance, holding Literary Landmark ceremonies, helping new Friends groups form, and much more--all because of the dedication the board members feel to our mission:  Strengthening libraries in Oklahoma through Friends of Libraries.  We know that libraries are the heart of any community, and as such, are vital to a healthy democracy.  We want to help them be as strong as possible through the work that Friends groups do.
Area Served
Area Served
Geographic Area Served
Oklahoma - Statewide
FOLIO is dedicated to serving libraries and Friends groups in all areas of the state.  We strive to help even the smallest community create a library, to help any library establish a Friends group, and to assist existing Friends groups with any type of help needed.
Service Categories
Secondary Organizational Category Education/Single Organization Support
Tertiary Organizational Category Public & Societal Benefit/Public & Societal Benefit NEC
Programs
Description
Ambassadors are assigned to each region in the state to help start or
revitalize Friends groups.  Assistance is given to libraries wanting to start a Friends group, to new Friends needing general information, and to citizens wishing to establish a public library in a community without a library.
Strategy
Population Served General/Unspecified
Program Success MonitoringHelpDescription of the tools used to measure or track program impact.
President of Board of Directors
Description
Literary Landmarks are a national designation from United for Libraries, a division of the American Library Association. Landmarks honor noted deceased authors from Oklahoma. Oklahoma currently ranks third in the nation for the number of Literary Landmark designations.
Strategy
Population Served General/Unspecified
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.

 Established Literary Landmarks since 2001

  • Marquis James, 2016
  • Harold Keith, 2015
  • Wilma Elizabeth McDaniel, 2013
  • Wilson Rawls, 2011
  • John Joseph Mathews, 2009
  • Will Rogers, 2007
  • Sequoyah, 2006
  • John Berryman, 2005
  • Angie Debo, 2004
  • Lynn Riggs, 2003
  • Ralph Ellison, 2002
  • Woody Guthrie, 2001

 

Program Success MonitoringHelpDescription of the tools used to measure or track program impact.
Literary Landmarks committee
Description
This program provides $425 to groups starting a Friends group or for an organization wishing to apply for their 501(c)3.
Strategy
Population Served Other Named Groups
Program Success MonitoringHelpDescription of the tools used to measure or track program impact.
Seed Grant Committee
Description
Scholarships honor library legends Lillian Norberg and Mary Lu Atkinson are available to assist students in obtaining a MLS degree.
Strategy
Population Served 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.
To date we have given 27 scholarships. All have completed their MLS degree.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact.
Scholarship Committee
Description
Awards for two Friends groups in Oklahoma that have had the best major activity or project that has impacted their library during a specified year. $500 for a community population of 10,000 or less and $500 for communities with over 10,000 population.
Strategy
Population Served General/Unspecified General/Unspecified General/Unspecified
Program Success MonitoringHelpDescription of the tools used to measure or track program impact.
Best Friends Committee
CEO/Executive Director
CEO/Executive Director Karen Neurohr
Start Date July 2016
Email karen.neurohr@okstate.edu
Experience
Staff
Number of Full-time Staff 0
Number of Part-time Staff 0
Number of Contract Staff 0
Number of Volunteers 0
Staff Retention Rate 0
Are professional development opportunities provided? No
Does CEO/Executive Director have formal evaluations? N/A
Management reports to board? N/A
Organizational Plans
Fundraising Plan Under Development
Policy against commission-based compensation for fundraising consultant No
Communication Plan Under Development
Strategic Plan Yes
Number of Years Strategic Plan Considers 2
Date Strategic Plan Adopted Apr 2013
Management Succession Plan Yes
Organization Policies and Procedures No
Collaborations
We are a volunteer organization with no paid staff.
Affiliations
AffiliationYear
Oklahoma Library Association2012
Awards
Awards
Award/RecognitionOrganizationYear
Glenda Carlile Distinguised Service AwardFriends of the Oklahoma Center for the Book2012
Baker & Taylor Award for Outstanding Statewide Friends GroupAmerican Library Association1998
Carl Gaumer Award for Library ChampionsMountain Plains Library Association2010
Citizen's Recognition AwardOklahoma Library Association2015
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Comments on Staff & Management
CEO/Executive Director/Board Comments We are a volunteer organization with no paid staff.
Board Chair
Name Karen Neurohr
Company Affiliation Community Volunteer
Term July 2016 to June 2018
Email karen.neurohr@okstate.edu
Board of Directors
List Current as of Aug 01, 2016
Board of Directors List
NameAffiliationStatus
Candace Baird Voting
Cecilia Brown Voting
Jane Bryant Voting
Bev Dieterlen Community VolunteerNonVoting
Sharon Douthitt Community VolunteerVoting
Jon Douthitt Community VolunteerVoting
Eugene Earsom Community VolunteerVoting
Cindy Friedemann MetroTechVoting
Carla Garrison Voting
Robert Greenstreet NonVoting
Jennifer Greenstreet NonVoting
Wayne Hanway Voting
Mary Harkey NonVoting
Judy Haught Voting
Gerry Hendon Community VolunteerVoting
Carolyn Klepper Voting
Carol McReynolds Community VolunteerVoting
Joe McReynolds Community VolunteerVoting
Judy Neale Voting
Karen Neurohr OSU, StillwaterVoting
Diane Pennington Community VolunteerVoting
Barbara Pickthorn Voting
Julia Brady Ratliff RetiredNonVoting
Sharon Saulman Retired, Community VolunteerVoting
Jeannine Spencer Voting
Laurie Sundborg Tulsa LibraryVoting
Tom Terry Community VolunteerNonVoting
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 20
Hispanic/Latino 0
Native American/American Indian 2
Other 0 0
Board Demographics - Gender
Male 5
Female 19
Not specified 0
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 No
Written Board Selection Criteria? Under Development
Standing Committees
Advisory Board / Advisory Council
Board Development / Board Orientation
By-laws
Communications / Promotion / Publicity / Public Relations
Community Outreach / Community Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Distributions / Grant Making
Executive
Finance
Historic Preservation
Legislative
Marketing
Membership
Nominating
Program / Program Planning
Publications
Scholarship
Technology
Advisory Board
Advisory Board Members
NameAffiliation
Connie Armstrong Oklahoma Center for the Book
Kim Bishop
Bob Blackburn Oklahoma History Center
Kay Boies Oklahoma Library Association
Oliver Delaney Community Volunteer
Hannibal Johnson Attorney, Author, Historian
Melody Kellog
Sandra LeVan Sandra LeVan Consulting
Susan McVey Oklahoma Department of Libraries
Vicki Mohr Oklahoma Department of Libraries
Anne Morgan Community Volunteer
Judy Randle Community Volunteer
Bruce Stone Community Volunteer
Michael Wallis Author, Speaker
Comments on Board & Governance
CEO/Executive Director/Board Comments
FOLIO mission is to strengthen libraries in Oklahoma through Friends of Libraries.  During the last two years FOLIO has created the following to strengthen Friends groups:
1.  Created policies for Best Practices of groups
2.  Created Indentity Theft classes around the state to strengthen Friends    membership and awareness (free of charge)
3.  Provided the lastest IRS requirements for nonprofits
4.  Created an Outreach Ambassador program for Friends around the state
5.  The challenge was eliminating inactive members from the Board
 
Foundation Staff Comments Car
Current Fiscal Year
Fiscal Year July 01, 2016-June 30, 2017
Current Year Budgeted Total Income $20,581
Current Year Budgeted Total Expenses $24,935
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 Year201620152014
Contributions------
Foundation and
Corporation Contributions
$10$5$40
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$7,130$7,081$6,024
------
----$931
Investment Income, Net of Losses$3,287$2,823$2,179
Unrealized Gain/Loss------
Membership Dues$2,890$2,525$3,130
Special Events$500$400$1,088
Revenue In-Kind------
Other------
Expense Allocation
Fiscal Year201620152014
Program Expense$6,712$7,114$14,669
Administration Expense$1,500$1,204$2,395
Fundraising Expense$448$408$489
Payments to Affiliates$5,800----
Total Revenue/Total Expenses0.961.470.76
Program Expense/Total Expenses46%82%84%
Fundraising Expense/Contributed Revenue6%5%7%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$25,418$26,242$23,736
Current Assets$25,418$26,242$23,736
Long-Term Liabilities------
Current Liabilities$44$225$1,827
Total Net Assets$25,374$26,017$21,909
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities577.68116.6312.99
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountIndividuals $7,130Individuals $7,081Individuals $6,024
Second Highest Funding Source & Dollar AmountInvestment Income $3,287Investment Income $2,823Memberships $3,130
Third Highest Funding Source & Dollar AmountMemberships $2,890Memberships $2,525Investment Income $2,179
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? Yes
Campaign Purpose We are currently in a Capital Compaign to raise $6000 for a matching grant offered by Kirkpatrick Family Fund to increase our Endowment Fund.
Campaign Goal $6,000
Campaign Dates Dec 2012 to Nov 2013
Amount Raised To Date $1,610 as of Jan 2013
Capital Campaign Anticipated in Next Five Years? No
Comments on Financials
CEO/Executive Director/Board Comments
The FOLIO endowment is at the Oklahoma City Community Foundation, and has a current unspendable balance of $57,671.  Distributions from this endowment are used to fund scholarships for library support staff who are pursuing a degree in library science.  A FOLIO committee receives the scholarship applications and recommends the recipients.
Foundation Staff Comments
All prior year financial statements are from compilations.
 
Note:  FY2015 Statement of Financial Position agrees with the Treasurer's Report as of 6/30/2015.  
 
FOLIO's income is less than $50,000 annually, so they are only required to file an IRS Form 990-N (e-Postcard) each year. FOLIO does have a financial review each year. The reviews are generally completed by a committee which examines the financial records and then makes a written report to the FOLIO board of directors.  
 
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
 
Address P. O. Box 702585
Tulsa, OK 74170
Primary Phone 580 248-0359
Give to Endowment http://occf.org/folio/
CEO/Executive Director Karen Neurohr
Board Chair Karen Neurohr
Board Chair Company Affiliation Community Volunteer