Arthritis Foundation Inc.
710 W. Wilshire Blvd.
Suite 101
Oklahoma City OK 73116
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
Arthritis Foundation, Oklahoma Chapter
Mission Statement

The mission of the Arthritis Foundation is to improve lives through leadership in prevention, control, and cure of arthritis and related diseases. The Arthritis Foundation is the Champion of Yes. Leading the fight for the arthritis community, the Arthritis Foundation helps conquer everyday battles through life-changing information and resources, access to optimal care, advancements in science and community connections. Our goal is to chart a winning course, guiding families in developing personalized plans for living a full life – and making each day another stride towards a cure.


Contact Information
Contact Name Sean Simpson
Contact email ssimpson@arthritis.org
Address 710 W. Wilshire Blvd.
Suite 101
Oklahoma City, OK 73116
Phone (405) 936-3366
Fax 405-936-0617
County Oklahoma
How to Give
Donate with Credit Card http://www.arthritis.org/donate.php
Donate to Endowment http://occf.org/af/
Other ways to donate, support or volunteer

Since our formation in 1948, we’ve had many amazing accomplishments—but we still have a long way to go. Every year, 10,000 people lose their lives to arthritis. Millions are hospitalized and countless others don’t have access to adequate care and life-changing treatments. Arthritis is still the number one cause of disability in America and we still don’t have a cure. The good news is that we are getting closer—funding breakthrough treatments and fighting for people on Capitol Hill. But, we need all the help we can get. Together, we are stronger than alone. Join us in this fight and become a Champion of Yes.

 
There are many ways to donate and volunteer. If you go here: http://www.arthritis.org/donate.php you can:
 
  • Make an online donation
  • Sign up for monthly gicing
  • Become a member
  • Add matching gifts
  • Contribute through a memorial or honor an individual
  • Contribute to an event
  • Inquire about wills, trusts and estate gifts and
  • Board giving 
And if you go here: http://www.arthritis.org/get-involved/
you can learn about ways to volunteer and get involved such as:
 
 Walk to Cure Arthritis
Jingle Bell Run
Bone Bash
JA Conference
Advocacy
Galas
Bike Events and 
Healing Hands for Arthritis 
 
 
 
Financial Summary
 
 
Projected Revenue $5,900,000.00
Projected Expenses $4,700,000.00
History and Background
Supported Organization Arthritis Foundation, Oklahoma Chapter
Year Founded 1948
IRS Ruling Year 1978
State Registration Expiration Mar 2017
Statements
Mission

The mission of the Arthritis Foundation is to improve lives through leadership in prevention, control, and cure of arthritis and related diseases. The Arthritis Foundation is the Champion of Yes. Leading the fight for the arthritis community, the Arthritis Foundation helps conquer everyday battles through life-changing information and resources, access to optimal care, advancements in science and community connections. Our goal is to chart a winning course, guiding families in developing personalized plans for living a full life – and making each day another stride towards a cure.


Background
The Oklahoma Chapter of the Arthritis Foundation was founded in 1948.
Impact

ADVOCACY & ACCESS: Access to health care remains a significant issue. Because of health care reform, AF recognized that most of the decisions about delivery of health care are made in the states. Last year we quickly pivoted from a federal legislative agenda to the state level, going to a scenario where volunteers are recruited to play an active state role.

SCIENTIFIC DISCOVERY: Finding better treatments – and one day a cure – for the more than 50 million Americans with arthritis and related diseases is among our top goals. By leading advanced scientific discovery, AF is positioned to learn more about arthritis: what causes it, what affects it, what can stop it – and what can keep it from developing in the first place. With our steadfast commitment to finding a cure, our new scientific strategy will bring everyday wins now – and into the future – for a lifetime of better.

HELP & SUPPORT: AF has long been a trusted source of health information and advice. To strengthen our impact at the community level, we licensed our proprietary land and water exercise programs to a partner organization, and committed to helping people find the specific programs and resources they need – right in their own communities. We’ve built the Arthritis Resource Finder, a new online tool to help people find their nearest health care providers. And we created the new Better Living Toolkit, provided to consumers at no cost, based on health care provider referrals.

JUVENILE ARTHRITIS: Our commitment to families living with JA is unwavering, and we are working hard to ensure that the 300,000 children who fight JA and other rheumatic conditions have the tools and knowledge they need to live their best lives possible. For almost seven decades, AF has upheld our promise to assist them and their caregivers. We are boldly leading the JA fight, ensuring easy access to life-changing resources, community and care.

Needs

Our biggest need – apart from financial contributions that fund research for a cure and help for patients and their families – is for more volunteers to help us move the needle in the following areas:

Fundraising

Help & Support

State Advocacy

Juvenile Arthritis

Volunteer Development

Medical Advisors

We are looking for people to raise their hands and say YES, we want to help.

CEO/Executive Director Statement

Champion of Yes: Transforming Our Future

In 2014, the Arthritis Foundation underwent a major cultural transformation. It was a terrific year of transition, and a journey of growth that sowed the seeds for extraordinary results.

We put our stake in the ground as the Champion of Yes, built a strong foundation and clearly articulated our vision, priorities and a strategic plan of action. Building upon our rich legacy, we sharpened our focus and implemented a strategy that will have the greatest impact on the most people.

We renewed our determination to conquer arthritis by committing to key strategies that would best achieve our goals. The Arthritis Foundation came together as an organization – and today we are less internally focused and more relevant to people with arthritis.

We unveiled our new scientific research strategy and guiding principles for advocacy and access. We strengthened our identity and authority by preparing to roll out a new brand that better reflects our new culture – Champion of Yes. Many say we accomplished more last year than the previous 10 years combined. We’re proud of our rich history and eager to build on a legacy of achievement.

At the Arthritis Foundation, we’re more excited than ever to serve people with arthritis and their families. We’ll continue to drive an effective fundraising and development culture to fuel our very important mission and support a platform that charts a sustainable course for a bright future.

Thank you for your partnership.

Board Chair Statement

The Arthritis Foundation is laser-focused on three priority outcomes:

Empowering people to live better, with higher quality of life and less pain.

Expanding the continuum of care to drive the best possible patient outcomes.

Creating the next generation of diagnostic and treatment solutions; bringing them to market faster to get earlier, more accurate diagnoses and treatments.

Area Served
Area Served
Geographic Area Served
Canadian County
Central Oklahoma
Cleveland County
Edmond
Lincoln County
Midwest City/Del City
Moore
Mustang
Nichols Hills
Norman
Oklahoma City
Oklahoma County
Shawnee
The Village
Yukon
We serve all 77 counties in Oklahoma.
Service Categories
Secondary Organizational Category Health Care/Patient & Family Support
Tertiary Organizational Category Medical Research/Arthritis Research
Programs
Description
The Arthritis Foundation already is the pre-eminent source for research, advocacy, information, communication and support for people with arthritis. Our leadership has driven a wide range of successful initiatives with proven results. Building on those strengths, our goal now is to lead the cause and to reduce the number of people with arthritis-related activity limitations by 20 percent by 2030. And we’ve established a plan to make it happen. 
 
With an aging population and rising health care costs, the need to improve health outcomes has never been greater. But it is not enough to merely have a goal. We must have a multi-faceted plan to accomplish it. And we do. We are bringing together five impact objectives that collectively will change the course of a disease that dramatically impacts the lives of millions of people every day.
  1. Transforming Perceptions
  2. Transforming Accessibility
  3. Transforming Research
  4. Transforming Health Policy
  5. Eliminating Disparity
Strategy
Population Served General/Unspecified
Comments on Programs
CEO/Executive Director/Board Comments

Arthritis hurts someone you know:

More than 50 million Americans (1 in 5 people) have been diagnosed with arthritis

Nearly 300,000 children under the age of 18 are affected by juvenile arthritis

Arthritis is the leading cause of disability in the United States

2/3 of those that suffer from arthritis are under the age of 65

Arthritis affects millions of Oklahomans:

789,000 adults in our state have been diagnosed with arthritis

Another 444,000 have possible arthritis

3,500 children suffer from various forms of arthritis

In Oklahoma, $1.2 billion ($726 million in direct costs and $499 million in indirect costs) is expended to address the costs associated with arthritis.

No one is immune to this disease:

The term “arthritis” encompasses more than 100 diseases and conditions that affect joints, the surrounding tissues and other connective tissues. Arthritis can cause mild to severe pain in the joints, as well as joint tenderness and swelling.

Arthritis affects every racial and ethnic group including more than 34 million Caucasians, more than 4.6 million African-Americans and nearly 3.1 million Hispanics

People of all ages are at risk:

Arthritis affects women at a much higher rate than men. 60% of all people who have arthritis are female

Arthritis is the most common source of chronic pain that veterinarians treat

The cost to the economy is staggering. Each year, arthritis results in:

39 million physician visits

3 million visits to outpatient departments

172 million missed work days

$156 billion in costs of treatment, lost wages and other associated costs

But the cost to American families is even worse:

Arthritis is a more frequent cause of activity limitation than heart disease, cancer or diabetes

Pain, fatigue, and inflammation can limit everyday activities, from simple tasks, like bathing and dressing, to the ability to maintain employment or live independently

CEO/Executive Director
CEO/Executive Director Sean Simpson
Start Date Aug 2015
Email ssimpson@arthritis.org
Experience

As the Executive Director, Simpson will focus on generating revenue in support of the mission of the Arthritis Foundation. He will also have direct responsibility for many signature events for the Arthritis Foundation including the Walk to Cure Arthritis, gala events, Jingle Bell Run/Walks and other revenue generating activities. In addition, he will work in close collaboration with the organization’s development group to oversee and manage team-oriented fundraising activities and staff.

As a seasoned development professional, Sean recently worked with the Leukemia & Lymphoma Society, and the Juvenile Diabetes Research Foundation. He spent the previous five years to that working for an international staffing company with more than 600 franchise locations, where he used his vibrant public relations, marketing and corporate communications expertise. Sean was Vice President, Communications for the Greater Oklahoma City Chamber of Commerce from 2001 – 2004, and speaks frequently on the subjects of ethics, crisis communications and strategic planning.

Staff
Number of Full-time Staff 4
Number of Part-time Staff 1
Number of Contract Staff 0
Number of Volunteers 30
Staff Retention Rate 100
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? No
Staff Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 1
Caucasian 3
Staff Demographics - Gender
Male 1
Female 4
Organizational Plans
Fundraising Plan Under Development
Communication Plan Under Development
Strategic Plan Yes
Date Strategic Plan Adopted 2016
Management Succession Plan Under Development
Organization Policies and Procedures Yes
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Comments on Staff & Management
CEO/Executive Director/Board Comments

In 2014, the Arthritis Foundation underwent a major cultural transformation. It was a terrific year of transition, and a journey of growth that sowed the seeds for extraordinary results. We put our stake in the ground as the Champion of Yes, built a strong foundation and clearly articulated our vision, priorities and a strategic plan of action. Building upon our rich legacy, we sharpened our focus and implemented a strategy that will have the greatest impact on the most people. We renewed our determination to conquer arthritis by committing to key strategies that would best achieve our goals. The Arthritis Foundation came together as an organization – and today we are less internally focused and more relevant to people with arthritis. We unveiled our new scientific research strategy and guiding principles for advocacy and access. We strengthened our identity and authority by preparing to roll out a new brand that better reflects our new culture – Champion of Yes. Many say we accomplished more last year than the previous 10 years combined. We’re proud of our rich history and eager to build on a legacy of achievement. At the Arthritis Foundation, we’re more excited than ever to serve people with arthritis and their families. We’ll continue to drive an effective fundraising and development culture to fuel our very important mission and support a platform that charts a sustainable course for a bright future. We’re proud to present a snapshot of those changes in this annual report – The Story of Yes – along with our financial summary, key highlights of the year and recognition of our generous donors, volunteers and sponsors. Thank you for your partnership.

Board Chair
Name Nick Samarripas
Company Affiliation Arvest
Term Jan 2016 to Dec 2019
Email nsamarripas@arvest.com
Board of Directors
List Current as of Feb 08, 2016
Board of Directors List
NameAffiliationStatus
Chelsey Graham Oklahoma Publishing CompanyVoting
Ashley Krivohlavek VolunteerVoting
Danielle McNeese BoeingVoting
Carol McNern The Nichols CompaniesVoting
Ryan Pittman Gable GotwalsVoting
Tammy Powell Bone & Joint/St. Anthony HospitalVoting
Chris Rogers Tulsa CVBVoting
Nick Samarripas First Fidelity BankVoting
Sandra Seigfried Stanfield O'DellVoting
Suzanne Taylor Community VolunteerVoting
Garrett Willis Hogan TaylorVoting
Scott Zeligson Eide BaillyVoting
Board Demographics - Gender
Male 5
Female 7
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 25 %
Board Orientation Yes
Constituency Includes Client Representation Yes
Written Board Selection Criteria? Yes
Standing Committees
Advisory Board / Advisory Council
Community Outreach / Community Relations
Legislative
Scientific Advisory
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Volunteer
Youth
Comments on Board & Governance
CEO/Executive Director/Board Comments

AF is always looking for more volunteers to help us move the needle in the following areas:

Fundraising

Help & Support

State Advocacy

Juvenile Arthritis

Volunteer Development

Medical Advisors

We are looking for people to raise their hands and say YES, we want to help.

Current Fiscal Year
Fiscal Year July 01, 2017-June 30, 2017
Current Year Budgeted Total Income $5,900,000
Current Year Budgeted Total Expenses $4,700,000
Financial Documents
Audit2015
Audit2014
Audit2013
Audit2012
Audit2011
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$4,805,931$4,693,549$4,530,411
Total Expenses$4,540,011$4,753,583$4,462,746
Revenue Less Expenses$265,920($60,034)$67,665
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
Foundation and
Corporation Contributions
$612,784$420,236$585,415
Government Contributions$99,206$106,138$91,643
Federal$99,206$106,138$91,643
State------
Local------
Unspecified------
Individual Contributions$1,418,426$497,348$730,244
$93,051$102,037$184,409
$76,569$59,648$58,509
Investment Income, Net of Losses$172,636$207,982$47,842
Unrealized Gain/Loss$39,830$700,767$460,292
Membership Dues$686,218$704,901$742,508
Special Events$1,568,811$1,894,265$1,619,582
Revenue In-Kind$35,055----
Other$3,345$227$9,967
Expense Allocation
Fiscal Year201420132012
Program Expense$3,269,719$3,696,932$3,402,007
Administration Expense$527,843$364,391$363,736
Fundraising Expense$742,449$692,260$697,003
Payments to Affiliates------
Total Revenue/Total Expenses1.060.991.02
Program Expense/Total Expenses72%78%76%
Fundraising Expense/Contributed Revenue20%23%22%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$7,396,181$6,889,931$7,005,895
Current Assets$526,867$450,579$663,622
Long-Term Liabilities$275,951$0$93,586
Current Liabilities$139,065$174,686$137,030
Total Net Assets$6,981,165$6,715,245$6,775,279
Solvency
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities3.792.584.84
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets4%0%1%
Funding Sources
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountSpecial Events $1,568,811Special Events $1,894,265Special Events $1,619,582
Second Highest Funding Source & Dollar AmountIndividuals $1,418,426Memberships $704,901Memberships $742,508
Third Highest Funding Source & Dollar AmountMemberships $686,218Realized & Unrealized Gains/Losses $700,767Individuals $730,244
Endowment? Yes
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? No
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next Five Years? No
Comments on Financials
Foundation Staff Comments
All prior year financial information is from audited financial statements. Financial statements are for the entire South Central Region of the Arthritis Foundation which includes Oklahoma.
 
FY2014.  Per Note 3 on page 12, there was a prior period adjustment made. The prior year Total Net Assets were adjusted to reflect the change.  
 
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.  
Address 710 W. Wilshire Blvd.
Suite 101
Oklahoma City, OK 73116
Primary Phone 405 936-3366 4170
Contact Email ssimpson@arthritis.org
Give with Credit Card http://www.arthritis.org/donate.php
Give to Endowment http://occf.org/af/
CEO/Executive Director Sean Simpson
Board Chair Nick Samarripas
Board Chair Company Affiliation Arvest