Christmas Connection
P.O. Box 891020
Oklahoma City OK 73189
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
Sharing Tree
Mission Statement To serve families in need by providing a dignified shopping experience at no cost. 
Contact Information
Contact Name Lisa Harper
Contact email lharper@sharingtreeok.org
Address P.O. Box 891020
Oklahoma City, OK 73189
Phone (405) 634-2006
Fax 405-605-2111
County Oklahoma County
Alternate Address 5728 South May
Oklahoma City OK 73119
How to Give
Donate with Credit Card http://www.sharingtreeok.org
Donate to Endowment http://occf.org/ccbff/
Other ways to donate, support or volunteer Donations can be made online, in person, by mail or by phone.  In-kind donations of gently used house wares, clothing, shoes, books, school uniforms, toys, and more are always appreciated and can be dropped off during normal business hours or by appointment.  Volunteers are needed throughout the year to process clients, stock the store and help clients shop.  Hours are Mondays 9-7, Tuesday-Thursday 9-1, and by appointment.  The store is also open the 2nd Saturday of each month 9-1. 
Financial Summary
 
 
Projected Revenue $319,894.48
Projected Expenses $319,894.48
History and Background
Year Founded 1981
IRS Ruling Year 1984
State Registration Expiration Jan 2015
Statements
Mission To serve families in need by providing a dignified shopping experience at no cost. 
Background

Sharing Tree was founded as Christmas Connection in 1981 by Barbara Fagin and a group of individuals who saw a need for clothing, coats and Christmas items for low income families. We recently changed our name to Sharing Tree to reflect the growth in our services. What started as a seasonal agency now serves the community throughout the year. Our facility is stocked with clothing, household items, and basic necessities, and is laid out like a department store where visitors can “shop” year-round. Families in need are always treated with dignity and respect when receiving help through one of our four programs including Community Connection, Crisis Connection, Classroom Connection, and Christmas Connection.

Impact
Sharing Tree serves over 6,000 individuals each year through a unique store environment where families in need can "shop" and personally select items needed without charge. Each family must have a referral from one of over 45 partner agencies before setting an appointment to "shop" in our store. In 2015 we served a total of 6,237 unduplicated individuals across all programs.
Needs

Your support makes a difference for families struggling to make ends meet - families who need a helping hand. Together, we can continue the Sharing Tree mission of serving families in need by providing a dignified shopping experience at no cost. To ensure those in need continue to receive these vital services, make your gift by visiting us at www.sharingtreeok.org or calling 405-634-2006.

Area Served
Area Served
Geographic Area Served
Central Oklahoma
Oklahoma County and the Greater Oklahoma City Metro Area 
Service Categories
Secondary Organizational Category Public Safety, Disaster Preparedness and Relief/
Tertiary Organizational Category Education/
Programs
Description Christmas Connection gives families the opportunity to provide Christmas gifts, toys and clothing to their children and family members and create wonderful Christmas memories.  During the Christmas Connection program the store is open for six days for families and seniors to shop.   Our volunteers stock nine to twelve departments with new and gently used clothing, shoes, house wares, books, toys, groceries and more.  In 2015, 1,001 families in the Oklahoma City metro area with over 2,400 children were beneficiaries of our program, receiving 63,809 items!
Strategy
Population Served Families Aging, Elderly, Senior Citizens Poor,Economically Disadvantaged,Indigent
Description Classroom Connection provides new and gently used school uniforms  to students who cannot afford them.  Uniforms are required district wide for students in Oklahoma City Public Schools and some schools will send students home or to detention when they cannot attend in the required uniforms. All the potential of the classroom environment is lost if the student is not present.  An average uniform set of two pants and two shirts costs $30.  1000 students were served through Classroom Connection in 2015, receiving 6,387 items.

 

 

Strategy
Population Served Children and Youth (0 - 19 years) Families Poor,Economically Disadvantaged,Indigent
Description Crisis Connection provides household items, linens, clothing and more to families who experience a total loss due to fire, storms and floods.  All clients to the Crisis Relief program are referred by area fire departments or Red Cross. In 2015, 502 people received 14,206 items through Crisis Connection.
Strategy
Population Served Victims Families General/Unspecified
Description Community Connection allows low income families to come in as needs arise for clothing, shoes and other items.   All clients are screened and referred by partner agencies specific to the program.   All services are provided through our store located at SW 59th and May Avenue.  We have two staff and rely on over 700 volunteers annually to provide our programs to families in need.  Store inventory is provided by donations of new and gently used items from the public.  In 2015, Community Connection served 1,245 individuals by providing 24,141 items.
Strategy
Population Served Families Aging, Elderly, Senior Citizens Poor,Economically Disadvantaged,Indigent
Disaster Programs
Description The Crisis Connection program serves individual households in single situations such as house fires, floods and other circumstances.  Our referring partners include the American Red Cross, Fire Departments and Catholic Charities.  We did play a part in the Long Term Disaster Recovery for the May 2013 storms.  With continued storm activity in Oklahoma, there are new families in need of crisis assistance each year. In 2015, Crisis Connection served 502 individuals with over 14,200 items,
Previous Disaster ExperienceHelpOrganization's previous experience during the immediate response, recovery or rebuilding phases following a disaster. We provide shopping upon referral for house wares and clothing to families affected.  We are averaging 11 families per month since January 2014.  The May Storms of 2013 were more than we can normally sustain -  we found it beyond our typical capacity to provide mass disaster response.
Resources and/or Services Offered in Disaster House wares and clothing.  We do not offer major appliances or furnishings.
CEO/Executive Director
CEO/Executive Director Lisa Harper
Start Date Sept 2014
Email lharper@sharingtreeok.org
Senior Staff
NameTitle
Donna RobisonProgram Director
Staff
Number of Full-time Staff 2
Number of Part-time Staff 2
Number of Contract Staff 0
Number of Volunteers 750
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Organizational Plans
Fundraising Plan Yes
Policy against commission-based compensation for fundraising consultant Yes
Communication Plan Under Development
Strategic Plan Yes
Number of Years Strategic Plan Considers 5
Date Strategic Plan Adopted Oct 2008
Management Succession Plan Under Development
Organization Policies and Procedures Yes
Awards
Awards
Award/RecognitionOrganizationYear
Standards For ExcellenceOklahoma City Center For Nonprofits2008
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Board Chair
Name Jay Doyle
Company Affiliation A-Tech Paving
Term July 2015 to June 2016
Email jdoyle@atechpaving.com
Board of Directors
List Current as of Mar 31, 2016
Board of Directors List
NameAffiliationStatus
Kaitlyn Allen Smith Simmons
Cameron Dawson STAPLEGUN
Jay Doyle A-Tech PavingVoting
A.J. Jacobs CB Richard EllisVoting
Brandi Johnson Community VolunteerVoting
Erin Logan OKC Community CollegeVoting
Nichole Moisant-Gillett Moisant and Gillett, PLLCVoting
Zachary Painter Bank of AmericaVoting
Frey Radfar Design Build Group LLCVoting
Arnold Rowlan RetiredVoting
Mr. Hubert Smith WilliamsVoting
Peter T. Van Dyke McAfee TaftVoting
Dara Wanzer Integris Health
Barbara Williams SonicVoting
Elizabeth Wood McAfee & Taft
Board Demographics - Gender
Male 8
Female 5
Standing Committees
Board Governance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Finance
Executive
Audit
Scholarship
Current Fiscal Year
Fiscal Year July 01, 2015-June 30, 2016
Current Year Budgeted Total Income $319,894
Current Year Budgeted Total Expenses $319,894
Financial Documents
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 Year201320122011
Contributions------
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$189,244$137,015$189,316
------
------
Investment Income, Net of Losses$47$114$907
Unrealized Gain/Loss------
Membership Dues------
Special Events$32,395$73,556$85,346
Revenue In-Kind------
Other$90,122$50,948$54,772
Expense Allocation
Fiscal Year201320122011
Program Expense$231,178$256,626$260,230
Administration Expense$30,851$37,343$32,955
Fundraising Expense$50,483$63,044$50,276
Payments to Affiliates------
Total Revenue/Total Expenses1.000.730.96
Program Expense/Total Expenses74%72%76%
Fundraising Expense/Contributed Revenue23%30%18%
Assets and Liabilities
Fiscal Year201320122011
Total Assets$922,221$959,624$1,149,734
Current Assets$220,914$168,835$217,630
Long-Term Liabilities$162,859$199,982$291,252
Current Liabilities$9,940$9,516$12,976
Total Net Assets$749,422$750,126$845,506
Solvency
Short Term Solvency
Fiscal Year201320122011
Current Ratio: Current Assets/Current Liabilities22.2217.7416.77
Long Term Solvency
Fiscal Year201320122011
Long-Term Liabilities/Total Assets18%21%25%
Funding Sources
Top Funding Sources
Fiscal Year201320122011
Top Funding Source & Dollar AmountIndividuals $189,244Individuals $137,015Individuals $189,316
Second Highest Funding Source & Dollar AmountOther $90,122Special Events $73,556Special Events $85,346
Third Highest Funding Source & Dollar AmountSpecial Events $32,395Other $50,948Other $54,772
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. 
 
Organization switching from calendar year to July 1 to June 30 fiscal year. Therefore, 2014 Form 990 is only six months (Jan - June 2014). 
Address P.O. Box 891020
Oklahoma City, OK 73189
Primary Phone 405 634-2006
Give with Credit Card http://www.sharingtreeok.org
Give to Endowment http://occf.org/ccbff/
CEO/Executive Director Lisa Harper
Board Chair Jay Doyle
Board Chair Company Affiliation A-Tech Paving