HeartLine Inc.
3801 N.W. 63rd Street, Bldg. 1
Oklahoma City OK 73116
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
N/A
Mission Statement

HeartLine connects Oklahomans to help, hope and information – 24 hours a day. HeartLine's 2-1-1 Community Resource Line is a free, 24-hour phone, online and text service that provides Oklahomans access to vital information simply by dialing 2-1-1 or using the 2-1-1 Chat feature on HeartLine’s website. Through a comprehensive resource database of available health and human service organizations and programs, HeartLine 2-1-1 answers calls from Oklahomans in need of those health and human services and refers th

Contact Information
Contact Name Keri Parks
Contact email info@heartlineoklahoma.org
Address 3801 N.W. 63rd Street, Bldg. 1
Oklahoma City, OK 73116
Phone (405) 840-9396
Fax 405-840-9552
County OK
How to Give
Donate to Endowment http://occf.org/heartline/
Other ways to donate, support or volunteer
There are several ways to become involved at HeartLine. Below are a few that are most popular but if you are interested in something not found here, contact us anyway!
  • Volunteer to be a certified call specialist. In our call center, we have both paid staff and volunteers. Call specialists are trained to answer the phone for HeartLine and experience first hand the way we help Oklahomans in crisis. For more information email Beth Burke, Community Resource Director at bburke@heartlineoklahoma.org.
  • Serve on one of HeartLine’s committees. Committees of the board help to plan various events, oversee elements of HeartLine’s strategic plan such as fundraising, and help shape the course of specific aspects of programming. For more information on joining one of HeartLine’s committees email Kyle Hendricks, Executive Manager at khendricks@heartlineoklahoma.org.
  • Join HeartLine’s board of directors. Members of the board of directors volunteer for terms of three years and, along with the executive director, oversee the general scope and vision of the organization. For more information email Kyle Hendricks, Executive Manager at khendricks@heartlineoklahoma.org.
  • To become a member of Heartline's Answering the Call giving circle, or to make a donation email Keri Parks, Development Director at kparks@heartlineoklahoma.org.
  • Be a sponsor for HeartLine’s annual dinner, silent and live auctions and awards program, Festival of Hope. For more information email Keri Parks, Development Director at kparks@heartlineoklahoma.org.
  • Sign up for a training session for you, employees, or co-works. We have several different training designed to meet the needs of the communities you are in. To learn more or schedule a training visit our website or reach out to our Crisis Intervention Manager, Felicia Wright at fwright@heartlineoklahoma.org
Financial Summary
 
 
Projected Revenue $1,832,950.00
Projected Expenses $1,832,950.00
History and Background
Former Names
NameYear
CONTACT Crisis Center2004
Year Founded 1971
IRS Ruling Year 1972
State Registration Expiration Feb 2020
Statements
Mission

HeartLine connects Oklahomans to help, hope and information – 24 hours a day. HeartLine's 2-1-1 Community Resource Line is a free, 24-hour phone, online and text service that provides Oklahomans access to vital information simply by dialing 2-1-1 or using the 2-1-1 Chat feature on HeartLine’s website. Through a comprehensive resource database of available health and human service organizations and programs, HeartLine 2-1-1 answers calls from Oklahomans in need of those health and human services and refers th

Background
HeartLine, Inc. has been serving Oklahoma since 1971 and provides suicide prevention outreach programs, compassionate listening, information and referral services, and crisis intervention services. Call specialists are available around the clock answering HeartLine’s various helplines, including: 2-1-1, 848-CARE, the Oklahoma Problem Gambling Helpline 1-800-522-4700, two national suicide prevention lines, 1-800-SUICIDE and 1-800-273-TALK and the Youth Crisis Mobile Response line (833) 885-CARE.
 
HeartLine staffs the state 2-1-1 helpline in 40 counties in central and western Oklahoma, the two National Suicide Prevention Lifelines in 76 Oklahoma counties, and the Oklahoma Problem Gambling Helpline for the entire state. In fiscal year 2018, HeartLine served more than 400,000 Oklahomans.
 
HeartLine’s roots stem from the LifeLine telephone ministry, which originated in Sydney, Australia, in 1963 and grew to a worldwide movement by 1966. In 1967, the program arrived in the United States under the name CONTACT. By the mid-seventies, CONTACT centers were the largest provider of telephone helpline and crisis intervention services in the country.
 
In 1971, through the hard work and dedication of the mental health and faith communities of central Oklahoma, the Oklahoma City CONTACT Center was opened. In its first year, 100 volunteers were trained, and 8,200 calls were answered.
 
On January 1st, 2005, the organization was renamed HeartLine and charged with a new, broader mission: Connecting Oklahomans with help, hope, and information 24 hours a day. Today, HeartLine has a service area of over 3.8 million people in Oklahoma through its various programs and services and is a trusted community partner in information referral and crisis intervention.
 
In 2011, HeartLine was accredited through the Alliance for Information & Referral Systems (AIRS). AIRS is a professional association for information and referral organizations which stipulates 27 best practice standards and assesses more than 200 distinct operational components for accreditation. The standards address all aspects of the agency, including service delivery, resource database, reports and measures, cooperative relationships, organizational requirements, and disaster preparedness.
Impact HeartLine helps over 400,000 Oklahomans each year, connecting them to more than 9,000 services in their community. 
Needs
1. Public or private funding
2. Volunteers
3. Promotion of programs to public
4. Fully staffed
 
Area Served
Area Served
Geographic Area Served
Canadian County
Cleveland County
Custer County
Grady County
Lincoln County
Logan County
McClain County
Oklahoma County
Oklahoma - Statewide
Payne County
Pottawatomie County
Oklahoma - Statewide
HeartLine’s programs serve several different geographical areas across Oklahoma. HeartLine answers its helplines for the following areas:
  • 2-1-1 information and referral for health and human services for 40 counties in the central and western half of the state
  • The National Suicide Prevention Lifeline for 76 out of 77 counties
  • The Youth Crisis Mobile Response Line statewide
  • The Family Careline for Oklahoma County
Service Categories
Secondary Organizational Category Human Services/Homeless Services/Centers
Tertiary Organizational Category Public Safety, Disaster Preparedness and Relief/
Programs
Description
Call specialists are available 24 hours a day, 7 days a week. Our Call Center Help Lines include the following:
  • 2-1-1 - HeartLine’s information and referral line for health and human service needs. HeartLine answers this line for 40 counties in central and western Oklahoma 24 hours a day, seven days a week. HeartLine’s database of over 3,000 partner agencies and 6,000 individual services connects Oklahomans with help, hope, and information.
  • 848-CARE - Family Careline, offered in partnership with Family Builders. HeartLine Call Specialists are available 24 hours a day, seven days a week to help parents in Central Oklahoma find the assistance they need to build a healthy family.
  • 833-885-CARE - Youth Crisis Mobile Response: When a young person is in crisis—behavioral or emotional, physical or social, at home or at school—we can help. Our caring call center specialists will work to provide support over the phone 24 hours a day, 7 days a week. And we can connect the young person (child, teen or young adult) with local mental health professionals who can come to their home in 1- to 24-hours
  • 1-800-273-TALK and 1-800-SUICIDE - two national suicide prevention lifelines answered in the state of Oklahoma by HeartLine
  • 1-800-522-4700 - Oklahoma Problem Gambling Helpline, answered for the entire state by HeartLine certified call specialists. In partnership with the Oklahoma Association for Problem and Compulsive Gambling, HeartLine brings those addicted to gambling and their families help, hope and information.
Strategy
Population Served General/Unspecified
Description
Suicide is a major public health problem in Oklahoma and, therefore, is an important area that HeartLine continues to focus on growing. HeartLine strives to educate the public on how to prevent suicide. HeartLine is accredited by the American Association of Suicidology, listed on the Suicide Prevention Resource Center’s Best Practices Registry and is approved by the Oklahoma Department of Mental Health and Substance Abuse Services.
Trainings that HeartLine can provide are:
  • Applied Suicide Intervention Skills Training (ASIST): World’s leading suicide-intervention workshop. This two day interactive session is designed to go in depth to learn how to intervene and help prevent the immediate risk of suicide. CEU credits are available.
  • QPR: QPR stands for Question, Persuade, and Refer – three steps anyone can learn to help prevent suicide. Like CPR, QPR is an emergency response to someone in crisis and can saves lives. This is a 1 hour training session for adults to learn how to help someone in crisis.
  • Healthy Education for Life Program (HELP): HELP provides Oklahoma youth and young adults (ages 10-24) with life-saving suicide prevention skills. HeartLine believes that a simple talk can prevent suicide. If we can teach children that is it okay to talk about sucidie, to ask for help, and to ask our friends if they need help, then we can keep more of our children healthy and safe, reducing the rate of suicide in Oklahoma.
  • Working Minds: The 2 hour Working Minds training gives participants the tools and skills to appreciate the critical need for suicide prevention while creating a forum for dialogue and critical thinking about workplace mental health challenges. The program builds a business case for suicide prevention while promoting help-seeking and help giving.
  • SafeTALK: SafeTALK is a half day training that prepares anyone 15 years or older regardless of prior experience or training to become a suicide-alert helper. SafeTALK trained people will be compassionate listeners and connect those in need with life-saving intervention resources such as caregivers trained in ASIST.
  • Talk Saves Lives: Talk Saves Lives is a community based presentation that covers the general scope of suicide, the research on prevention, and what people can do to fight suicide. Attendees will learn the risks and warning signs of suicide, and how together, we can help prevent it.
Strategy
Population Served General/Unspecified
CEO/Executive Director
CEO/Executive Director Margi Preston
Start Date Mar 2017
Email mpreston@heartlineoklahoma.org
Senior Staff
NameTitle
Beth BurkeCommunity Resource Director
Danielle Harris-CummingsPrograms Director
Kyle HendricksExecutive Manager
Bryan LewisOperations Director
Keri ParksDevelopment Director
Margi PrestonExecutive Director
Staff
Number of Full-time Staff 26
Number of Part-time Staff 8
Number of Contract Staff 0
Number of Volunteers 50
Staff Retention Rate 68
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Staff Demographics - Gender
Male 5
Female 29
Organizational Plans
Fundraising Plan Yes
Communication Plan Yes
Strategic Plan Yes
Number of Years Strategic Plan Considers 5
Date Strategic Plan Adopted Jan 2014
Management Succession Plan Under Development
Organization Policies and Procedures Yes
Affiliations
AffiliationYear
United Way of Central Oklahoma member agency2019
External Assessments and Accreditations
Assessment/AccreditationYear
Alliance of Information and Referral Systems (AIRS) - Accreditation2011
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Board Chair
Name Claire Robison
Company Affiliation Oseberg
Term July 2018 to June 2020
Board of Directors
List Current as of Sept 20, 2019
Board of Directors List
NameAffiliationStatus
Tracey BurtonOU Health Sciences CenterVoting
Brett CarnesAssurance Service ManagerVoting
Dana ColesOklahoma State Department of HealthVoting
Carol FehrleQuail Creek BankVoting
Melissa GardnerPhillips Murrah, P.C.Voting
Dina HammamCommunity VolunteerVoting
Casey HarnessOCAST/Spiers New TechnologiesVoting
Frank MedinaCollision WorksVoting
Nancy Nagle M.D.PulmonologistVoting
Alberta OwensPerry Publishing and BroadcastingVoting
Deemah RamadanDesign+Build Group, LLCVoting
Claire RobisonExaptiveVoting
Robert Sheets
Todd Strader
Board Demographics - Ethnicity
African American/Black 1
Caucasian 15
Native American/American Indian 2
Board Demographics - Gender
Male 6
Female 9
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? No
Standing Committees
Board Governance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Finance
Marketing
Program / Program Planning
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Advisory Board
Advisory Board Members
NameAffiliation
Brent Bell
Tom PriceChesapeake
Lisa Price
Major Ed PulidoFolds of Honor
Charlotte Richels
Barry Switzer
Marilyn Torbett
Carol Troy
Current Fiscal Year
Fiscal Year July 01, 2019-June 30, 2020
Current Year Budgeted Total Income $1,832,950
Current Year Budgeted Total Expenses $1,832,950
Financial Documents
Audit2018
Audit2017
Audit2016
Audit2014
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 Year201820172016
Total Revenue$1,933,325$1,396,747$1,422,012
Total Expenses$1,521,255$1,318,675$1,468,214
Revenue Less Expenses$412,070$78,072($46,202)
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 Year201820172016
Contributions$422,300$362,848$383,058
Foundation and
Corporation Contributions
------
Government Contributions$871,940$279,322$561,488
Federal------
State------
Local------
Unspecified$871,940$279,322$561,488
Individual Contributions------
$243,792$237,856--
$178,750$439,557$288,765
Investment Income, Net of Losses$7,417$10,180$7,501
Unrealized Gain/Loss$4,021$2,682--
Membership Dues------
Special Events($25,895)$64,302$181,201
Revenue In-Kind------
Other$231,000--($1)
Expense Allocation
Fiscal Year201820172016
Program Expense$982,723$832,479$1,179,236
Administration Expense$429,765$268,501$117,891
Fundraising Expense$108,767$217,695$171,087
Payments to Affiliates------
Total Revenue/Total Expenses1.271.060.97
Program Expense/Total Expenses65%63%80%
Fundraising Expense/Contributed Revenue26%60%45%
Assets and Liabilities
Fiscal Year201820172016
Total Assets$842,458$445,542$400,472
Current Assets$88,228$82,609($8,718)
Long-Term Liabilities$25,001$58,651$70,651
Current Liabilities$81,242$62,746$83,748
Total Net Assets$736,215$324,145$246,073
Solvency
Short Term Solvency
Fiscal Year201820172016
Current Ratio: Current Assets/Current Liabilities1.091.320.00
Long Term Solvency
Fiscal Year201820172016
Long-Term Liabilities/Total Assets3%13%18%
Funding Sources
Top Funding Sources
Fiscal Year201820172016
Top Funding Source & Dollar AmountGov't - Unspecified $871,940Earned Revenue $439,557Govt - Unspecified $561,488
Second Highest Funding Source & Dollar AmountContributions $422,300Contributions $362,848Contributions $383,058
Third Highest Funding Source & Dollar AmountIndirect Public Support $243,792Govt - Unspecified $279,322Earned Revenue $288,765
Endowment? Yes
Endowment Spending Policy Percentage
Credit Line? Yes
Reserve Fund? No
Capital Campaign
Currently in a Capital Campaign? No
Comments on Financials
Foundation Staff Comments
All prior year financial information is from the IRS Form 990s.
 
Note: In fiscal year 2018, $231,000 was added to "Other" revenue for a Prior Period Adjustment. Per FY2016 Audited financials. "Subsequent Events" on page 9, the Oklahoma DHS has announced that it has cut all 211 Funding due to statewide budget cuts. This will result in a loss of approximately 23% of HeartLine's revenue.
 
Contributions may include foundations and corporations when the breakout was not available.
 
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 3801 N.W. 63rd Street, Bldg. 1
Oklahoma City, OK 73116
Primary Phone 405 840-9396 142
Give to Endowment http://occf.org/heartline/
CEO/Executive Director Margi Preston
Board Chair Claire Robison
Board Chair Company Affiliation Oseberg