Sarkeys Foundation 2013 Annual Report

Sarkeys Foundation

Annual Report

LeadershipExecutive Director’s Message 3President’s Message 3

Grants at Work

Youth Leadership Oklahoma 4

Angels Foster Family Network 6

Boys and Girls Club of Nowata 8

Oklahoma Medical Research Foundation 10

White Fields 12 KIPP: Tulsa College Preparatory 14

Southwest Regional Leadership Forum Overview 16

Outreach Grants Paid 17Grants and Guidelines 20Resources 21Financials 22

PeopleBoard of Trustees 23Staff 23

Publication StaffExecutive Editor: Kim HenryWriter: Anne Barajas HarpGraphic Designer: Teresa Dotson, Acme Design Works

The Sarkeys Foundation Annual Report is a publication of the Sarkeys Foundation.

Table of Contents

Sarkeys Foundation Annual Report

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Message from Terry West, Board President

Message from Kim Henry, Executive Director

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It has been an honor to serve as Board President for the Sarkeys Foundation

and to be a part of the many wonderful things being accomplished in Oklahoma.

I am pleased with both the achievements of our grantees and the grant-making process, which has

guided our efforts to make good investments so that even more dollars are available to organizations all

across the state. We are excited to share that the Sarkeys Foundation has assets exceeding $100 million

to date. From supporting nonprofits that help the youngest and most vulnerable to the aging in our

state and everything in between, we continue to fulfill our mission to Improve the Quality of Life in

Oklahoma.

Beyond funding, the Sarkeys Foundation aims to enhance each nonprofit’s ability to work toward its own mission. We accomplish

this through the power of relationships -- by providing high-level professional development opportunities and offering

our facilities, resources and staff to nonprofits. By working together, we believe we are creating a stronger nonprofit sector. We know

beyond any doubt that the work of Oklahoma’s nonprofits makes things happen.

I’m pleased to share our 2013 Annual Report. We are so proud of the

nonprofits we supported during the 2013 year that have truly helped Improve the Quality of Life in

Oklahoma. S.J. Sarkeys created the Sarkeys Foundation in 1962 with that vision in mind; our goal is to

continue to carry out his mission.

Oklahomans have achieved amazing success working together in recent decades, but challenges

remain. By collaborating with nonprofits here in our state, we believe it is possible to address these

problems and create a state in which all people have the chance to lead healthy, productive lives.

Since our founding, the Sarkeys Foundation has awarded more than 1,700 grants exceeding

$91 million in funding. We are excited to share some of the highlights of 2013 and to look ahead to what will be accomplished through

the power of relationships.

Each year, Leadership Oklahoma takes 52 high school seniors on a whirlwind, weeklong trip across Oklahoma to discover why our state is a perfect place to live and work. Students learn about leadership, trust, cooperation, careers and cultural treasures. The Sarkeys Foundation supports Youth Leadership Oklahoma with a $4,000 grant to provide team-building activities that kick off the students’ experience, including a challenge course to develop trust and cohesive bonds and engender respect for differences.

Youth Leadership Oklahoma

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The Power of Relationships

“This experience has totally changed the way I look at Oklahoma. I now have a newfound respect for this

great state. The future of Oklahoma looks bright and I want to be a part of it.” – Colton


Nearly 8,500 children are in foster care in Oklahoma. Angels, a private foster placement agency, was begun in Oklahoma City only six years ago and placed its first child with a family in 2010. In just three years, the agency grew 5,400 percent, and its success rate is remarkable. More than 170 children have been placed in loving homes through Angels, with 97 percent of the children staying in one home throughout their time in foster care. By comparison, the average foster child in state care is placed in five different homes. Angels relies on a network of volunteers and supporters who partner with foster parents to supply everything a child needs, including training, mentorship and love. The Sarkeys Foundation has joined in these efforts with a grant of $40,000 to help sustain and train volunteers in the Angels Foster Family Network.

Angels Foster Family Network

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Angels Foster Family Network


“The Angels staff has been there to hold our hand and walk us through everything. Their parenting program has changed the way

we parent completely; it gave us a new set of eyes to look at our daughter. We would not be on this journey without them.”

– Heather G., who has fostered three children and is now adopting a daughter through Angels Foster Family Network OKC


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The Boys and Girls Club of Nowata has a simple mission: to keep children fed, off the streets and out of trouble. The club is the only after-school program available in Nowata and serves a three-county radius. Nowata County is Oklahoma’s second-poorest county, which makes the work of the Boys and Girls Club even more important. This year, the club launched a new, hands-on science program and continued its “Power Hour” after-school tutoring program. Both have been a huge success – in fact, more than 50 percent of students earning straight A’s in Nowata’s elementary schools are participants in the club’s tutoring program. The Sarkeys Foundation has made a gift of $20,000 to provide Boys and Girls Club members with food, educational supplies and opportunities for social interaction that will help them grow into productive, caring and responsible citizens.

Boys and Girls Club of Nowata

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"I feel safe when my grandkids are at the club. They offer an environment filled with laughter and hope for the youth in Nowata. They make sure kids have food, because for some that is their last

meal of the day. I have seen grades improve due to the Power Hour program and lots of individual improvement thanks to the

mentoring program. I am proud of our Boys & Girls Club!” – Linda K.


The scientists of the Oklahoma Medical Research Foundation save lives by understanding and curing human diseases every day. Since 1946, OMRF has focused its efforts on research that makes a real impact on human health. Discoveries have contributed to drugs that treat children suffering from life-threatening protein deficiencies, created the first and only treatment for a rare blood disorder known as PNH, and developed drug cocktails that have added decades to the lives of patients suffering from HIV/AIDS. OMRF is training its sights on cancer, and the Sarkeys Foundation is supporting those efforts with a $1 million gift that has allowed OMRF to recruit lead researcher Dr. David Jones, the Jeannine Tuttle Rainbolt Endowed Chair in Cancer Research, and to renovate existing laboratory space for his work developing new treatments and preventive measures for colon cancer.

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Oklahoma Medical Research Foundation

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“The kind of work we are doing at OMRF is really bringing the lab bench closer to the bedside and we have already

made a number of important discoveries.”

– Dr. David Jones, Jeannine Tuttle Rainbolt Endowed Chair in Cancer Research

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The boys who enter White Fields have no place left to go. Co-founded in 2000 by Tom Ward and his son, Trent, White Fields cares for many of Oklahoma’s most severely abused and neglected boys from ages 8 to 18. Through intensive therapy, love and nurturing, White Fields helps to make its boys whole again. White Fields is the only group home in Oklahoma to offer five levels of care in the same location, and its facilities include residential cottages, a playground and skate park, a community garden, gymnasium and swimming pool. White Fields believes every child is worth loving and has a unique contribution to offer the world. The Sarkeys Foundation agrees, and has provided a $50,000 grant for quality mental health treatment that will help White Fields residents work through their trauma history and to develop healthy coping skills.

White Fields

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“I get to see the difference White Fields makes every single day in children’s lives when I converse with my child or

I see him with his ‘happy’ smile. He used to not have those things, and thanks to White Fields he does.”

– Ashley, a White Fields mentor who adopted her foster son

KIPP Tulsa provides academic, character and life skills for success to students from under-served neighborhoods in Tulsa. More than 98 percent of KIPP students in grades 5 through 8 are minorities, and nearly all qualify for the federal free or reduced lunch program. KIPP offers free, open enrollment and is part of the renowned national network of Knowledge is Power Program schools. Its track record is undisputed, with nearly 90 percent of alumni enrolling in college, technical schools or the military. Through the Sarkeys Foundation’s $20,000 grant, KIPP Tulsa will implement an Authentic Literacy campaign, which includes early intervention and remediation of basic skills that will allow students to reach their appropriate grade level.

KIPP: Tulsa College Preparatory

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"KIPP Tulsa teaches us about good character traits

as well as academics. It has helped me grow as

an individual and has taught me that there are no

limits to what I can do.”

– T.S., KIPP Tulsa 8th grader

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"KIPP Tulsa teaches us about good character traits as well as academics. It has helped me grow as an

individual and has taught me that there are no limits to what I can do.” – T.S., KIPP Tulsa 8th grader.


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Southwest Regional Leadership Forum

The Sarkeys Foundation hosted approximately 600 nonprofit professionals and volunteers at the 6th Southwest Regional Leadership Forum Nov. 12 and 13 at the Embassy Suites Hotel and Convention Center in Norman. The event focused on “The Power of Relationships” this year and featured New York Times best-selling author Bob Goff, author and Fortune 500 consultant Todd Cohen, and author and leading motivational speaker Jonathan Sprinkles. More than 40 breakout sessions, networking opportunities, and a Learning Lab highlighting social media also were offered. The Forum is devoted to helping nonprofits develop ideas that work. Simply put, the Forum helps organizations strengthen relationships and find their voice while setting them firmly on the path to progress.

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Sarkeys Foundation Annual Report Grants PaidGrantee Name City Project Amount

A Chance To Change Foundation Oklahoma City Partial funding for the school based program A Chance to SUCCEED and the Addiction Education Series. $25,000.00

Angels Foster Family Network OKC Inc. Edmond To recruit, train and mentor volunteers $40,000.00

Boys & Girls Club of Bartlesville Bartlesville Supplies for child nutrition program $12,000.00

Boys And Girls Club of Nowata Inc. Nowata Food, supplies and educational materials for after school program $20,000.00

Calm Waters Center For Children And Families Inc. Oklahoma City Free Children's Grief Support Groups $25,000.00

Camp Fire - Green Country CouncilTulsa Camp Waluhili Capital Improvement Plan $24,360.00

CASA of Oklahoma County Inc. Oklahoma CityRecruitment, retention and training of qualified advocate volunteers $35.000.00

Center For Children And Families Inc. Norman Next Generation CCFI Capital Project $200,000.00

Child Abuse Network Inc. Tulsa Medical Evaluations Program $20,000.00

Christian Helping Hands of Comanche Inc. Comanche Materials to move and expand the food pantry $10,000.00

Citizens Caring For Children Inc. Oklahoma City It's In The Bag supplies $17,500.00

Community Literacy Centers Inc. Oklahoma City Discretionary Grant $500.00

Consumer Credit Counseling Service ofCentral Oklahoma Inc. Bethany Foreclosure Prevention Counseling $10,000.00

Crosstown Learning Center Inc. TulsaAssistance with cost of groceries to help feed the children and staff $20,000.00

Daily Living Centers Inc. BethanyScholarships to help pay for day care for adults $20,000.00

Dean A. McGee Eye Institute Endowment Fund Oklahoma City Resident Microsurgical Laboratory $300,000.00

Domestic Violence Intervention Services Inc. Tulsa ReBuilding Lives Capital Campaign $300,000.00

Education And Employment Ministry Inc. Oklahoma City Create a community consortium for comprehensive reentry services. $44,900.00

Emergency Infant Services TulsaDirect Client Services for impoverished children under the age of six. $45,000.00

Family & Children's Service Inc. Tulsa WIR Continuing Care Project $50,000.00

Family Builders Inc. Oklahoma City Start up costs for Kids On The Block child abuse prevention puppet program $45,000.00

Girl Scouts of Eastern Oklahoma Inc. Tulsa Girl Scouts Beyond Bars (GSBB) $10,000.00

Good Shepherd Community Clinic Inc. Ardmore In-house pharmacy for eyeglasses $24,800.00

Grants PaidGrantee Name City Project Amount

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Great Expectations Foundation Tahlequah Scholarships for rural Oklahoma schools $50,000.00

Harvest House Outreach Inc. Tulsa Purchase of food for food programs $11,000.00

Health Alliance For The Uninsured Inc. Oklahoma City Medical director support $100,000.00

Hospice of Green Country Inc. Tulsa Courtesy Care expansion $35,000.00

Infant Crisis Services Oklahoma City Supplies for Mobile Baby Food and Diaper Pantry $50,000.00

Iron Gate At Trinity Inc. Tulsa Purchase food $30,000.00

Junior Achievement of Oklahoma Inc. TulsaEducational program expenses including supplies and materials, travel expenses, and staff time $10,000.00

Katheryne B. Payne Education Center Oklahoma City Professional development for teachers in reading instruction $30,000.00

KIPP Tulsa Academy College Preparatory Inc. Tulsa Curriculum and technology for the Authentic Literacy campaign $20,000.00

Leadership Oklahoma Inc. Oklahoma City Youth LOK Class XIII teambuilding exercises $4,000.00

Life Change Ballroom Oklahoma CityYouth Empowerment & Leadership Program (YELP) scholarships $10,000.00

Lilyfield Inc. EdmondPartial salary and needed repairs and refurnishing for living space $25,000.00

Neighborhood Alliance of OKC Inc. Oklahoma City Crime Free Neighborhoods program $8,000.00

NewView Oklahoma Inc. Oklahoma City Low vision rehabilitation equipment $21,000.00

Norman Alcohol Information Center Inc. Norman Electronic health records system $23,000.00

Norman Public School Foundation Norman Discretionary Grant $500.00

Northwest Domestic Crisis Services Inc. Woodward New flooring $10,000.00

Oklahoma Center For Nonprofits Inc. Oklahoma CitySponsorship for the Nonprofit Executive of the Year Award at Vision Award Banquet. $5,000.00

Oklahoma Center For Nonprofits Inc. Oklahoma City Statewide Rural Initiatives for Nonprofit Growth $20,000.00

Oklahoma Eating Disorders Association Oklahoma CityDiscretionary Grant $500.00

Oklahoma Foundation For The Disabled Inc. Oklahoma City Client scholarship program $20,000.00

Oklahoma Medical Research Foundation Oklahoma City Cancer Research $400,000.00

Oklahoma School of Science And Mathematics Foundation Oklahoma City 2013 Sarkeys Summer Math Institute $35,000.00

Oklahoma Wondertorium Ltd Stillwater In memory of Ramona Paul $250.00

Palmer Continuum of Care Inc. Tulsa Privacy doors for therapeutic counseling $10,000.00

Parent Child Center of Tulsa Inc. TulsaPart-time bilingual parent educator liaison and part-time bilingual family support worker $48,804.00

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Parents Helping Parents Norman Discretionary Grant $500.00

Payne County Youth Services Inc. Stillwater Transitions program $30,000.00

Rebuilding Together Okc Inc. Oklahoma City Roofs for low-income elderly homeowners $30,000.00

Rebuilding Together Tulsa A Nonprofit Organization Tulsa Roof Repairs $30,000.00

Redeeming The Family EdmondSupplies and other expenses for the Messages Project $8,500.00

Regional Food Bank of Oklahoma Oklahoma City School pantry program expansion $27,000.00

Safenet Services Inc. Claremore Safety First for Children $50,000.00

San Miguel School of Tulsa Inc. Tulsa Learning language & literacy program $30,000.00

Special Care Inc. Oklahoma City Scholarship support $50,000.00

Street School Inc. Tulsa Therapeutic counseling program $20,000.00

Teen Court Inc. Lawton Funds for the assessment and education in anger management/conflict resolution $5,000.00

Teen Recovery Solutions Inc. Oklahoma City Tuition scholarships $50,000.00

The Bridges Foundation Tulsa New dishwasher & stove top oven $1,375.00

The Silence Foundation Inc. Oklahoma City The Resilience Project at Positive Tomorrows School $10,000.00

The Urban Mission Inc. Okla. City Food for the Food Resource Center $30,000.00

Thunderbird Challenge Inc. Pryor Director of Resource Development and Communications $49,994.00

Town & Country School Inc. Tulsa Convert kitchen to "Life Skills" classroom $25,000.00

Tristesse Healing Hearts Grief Center Inc.TulsaChildren’s grief education and intervention program in Oklahoma public schools $15,000.00

Tulsa Day Center For The Homeless Inc. Tulsa Wound care supplies for free nurses clinic $20,000.00

Tulsa Lawyers For Children Inc. Tulsa Resource Development Officer $40,000.00

University of Oklahoma Foundation Inc. NormanFaculty recruitment and start-up fund and patient and family services endowment $200,000.00

White Fields Inc. Piedmont Therapy program $50,000.00

William W. Barnes Children's Advocacy Center Claremore Mental health treatment to help child abuse victims heal $8,000.00

Women of the South Oklahoma City Discretionary grant for the Red Andrews Christmas Dinner $2,000.00

Young Men's Christian Association Oklahoma CitySupplies and computer equipment for the YMCA Military Welcome Center $10,000.00

Young Women's Christian Association of Oklahoma City Oklahoma City Safe Transitional Housing for victims of domestic violence and their children $50,000.00

Youth & Family Resource Center Inc. Shawnee Hope House Playground $51,221.00

Grants and Guidelines

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I. Definition The Sarkeys Foundation is a private, charitable foundation, incorporated under the laws of the State of Oklahoma and operated exclusively for providing support through gifts and grants to charitable, scientific, and educational institutions which are qualified under section 501(c)(3) and which are not private foundations within the meaning of section 509(a) of the Internal Revenue Service Code of 1954 or comparable sections of the Internal Revenue Service Code added at a later date.

II. Governing Body The Foundation is administered by a Board of Trustees and an Executive Director.

III. Meetings The Trustees meet quarterly in January, April, July and October. Grant proposals are considered at the April and October meetings.

IV. Response to Inquiries A response to each request or inquiry will be made by the Foundation within a reasonable time.

V. Proposals The Trustees invite proposals and applications from qualified charitable institutions. A careful evaluation of each such request will be made. Nonprofit representatives are urged not to wait until the final deadline.

A. Major areas of support by the Sarkeys Foundation include: 1. Education; 2. Social service and human service needs; 3. Cultural and humanitarian programs of regional significance.

B. Needs normally outside the range of support by the Sarkeys Foundation: 1. Local programs appropriately financed within the community; 2. Direct mail solicitations and annual campaigns; 3. Out of state institutions; 4. Hospitals; 5. Operating expenses; 6. Purchase of vehicles; 7. Grants to individuals; 8. Responsibility for permanent financing of a program; 9. Programs whose ultimate intent is to be profit making; 10. Start-up funding for new organizations; 11. Feasibility studies; 12. Grants which trigger expenditure responsibility by Sarkeys Foundation; 13. Direct support to government agencies; 14. Individual public or private elementary or secondary schools, unless they are serving the needs of a special population which are not being met elsewhere; and 15. Religious institutions and their subsidiaries.

VI. Letters of Inquiry Organizations are required to submit a Letter of Inquiry to determine whether they meet the criteria and priorities for funding. Representatives are encouraged to speak with a program officer at 405-364-3703 for more information, to ask any questions about the process, and for a pre-grant interview. Successful applicants will be notified two weeks after the Letter of Inquiry deadline and will be given information to complete an online application. A Letter of Inquiry should be no more than two pages and should be submitted via email with the subject line: Letter of Inquiry to [email protected]. The letter, limited to no more than two pages, must include the following criteria: Organization name Contact name, address, email and phone number Description of the organization Description of the project Requested amount Total project cost Federal Tax ID number

VII. Application Frequency Organizations are limited to one application per calendar year or twelve month period. Organizations with a current grant from Sarkeys Foundation are prohibited from applying for additional funding until final payment has been received.

VIII. Content of Proposals Sarkeys accepts proposals through an online process at www.sarkeys.org. The application for the August 1, 2014 deadline will be available July 1, 2014. A copy of the application form required for submitting proposals to the Sarkeys Foundation may be requested by contacting a program officer. Below are the primary components of the application: l Organization Information lExecutive Summary l Project Information l Financial and Endowment Information l Board Information lDescription of the Organization lDescription of the Project l Collaborative Efforts in Your Community l Line-item Budget for the Request l List of Secured Funds and Pledges, Outstanding Requests and Other Potential Sources of Funding l Audit required for organizations with assets in excess of $500,000.

IX. Challenge Grants The Board may, at its discretion, determine to award a grant contingent upon the fulfillment of an institution’s additional fundraising obligation for the project in question within a specified time period.

X. Proposal Format Your application must be completed online. You will need to set up an account at www.sarkeys.org. If, for some reason, you are not able to complete an application online, contact a program officer for assistance.

www.sarkeys.org

Outreach and Education It’s easy to give away money. The more difficult task is giving it away to organizations that spend it wisely. That’s where the board and staff must work together to ensure effectiveness. One of our strategies continues to be helping enhance a nonprofit’s ability to work toward its mission. We do this by providing high-level professional development opportunities and making our facilities, resources and staff available for nonprofits.

Sarkeys Southwest Regional Leadership Forum The Sarkeys Foundation is proud to host the biennual Southwest Regional Leadership Forum, during which we offer the best keynote speakers and more than 30 breakout sessions. You can read more about this year’s event on page 16. Nonprofit Board Development The environment for nonprofits is constantly changing, including expectations of board members and the members rotating off of boards in compliance with term limits. Our staff and consultants are available to assist nonprofit staff and boards through some of the changes ensuring effective governance and making certain strategic goals are in place for a successful future.

Conference Center The Conference Center is a former church in downtown Norman, renovated with rich oak accents and mission-style furnishings. Its large meeting room is designed for maximum flexibility. The Conference Center can seat over 150 people theater-style or 100 classroom-style. It can also be divided into smaller rooms to accommodate 20 to 75 people. It includes a large full-service catering kitchen.

Resource Center The Resource Center is yet another way Sarkeys Foundation adds value to nonprofit organizations. At low or no cost, nonprofits can utilize a large format full color printer, a color copier, a laminator, die cuts, binding systems, and other resources to help keep their budgets lower for supplies and printing.


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Resources

Beyond the checks we send to our grantees, we want to help nonprofits succeed. Call our staff to see if there is a resource available that your organization needs.

November 30, 2013 and 2012

Assets Cash and cash equivalents $ 1,019,770 $ 1,042,420Interest and dividends receivable 49,214 51,606Federal excise taxes receivable 17,947 31,416Deferred federal excise taxes - 28,433Investments 101,546,120 89,064,388Property and equipment, net 1,772,724 1,828,035Other 15,714 5,600 Total assets $ 104,421,489 $ 92,051,898

Liabilities and Net AssetsLiabilities: Accounts payable and accrued expenses $ 60,501 $ 58,485 Deferred federal excise taxes 223,462 - Grants payable 1,400,000 -

Total liabilities 1,683,963 58,485

Unrestricted Net Assets 102,737,526 91,993,413

Total liabilities and net assets $ 104,421,489 $ 92,051,898

2013 2012

Investment return $ 17,103,079 $ 8,852,317Other 4,885 (56) Total revenues and gains 17,107,964 8,852,261Expenses Grants awarded 4,569,704 2,594,423 Educational programs 51,883 4,183 Professional fees 56,852 65,008Investment fees 228,788 280,944Trustee fees 99,200 105,200Employee costs 738,345 788,408Depreciation and other property costs 161,187 142,898 Federal excise taxes 330,506 73,012Other 127,386 151,041 Total expenses 6,363,851 4,205,117Increase in unrestricted net assets 10,744,113 4,647,144

Unrestricted net assets, beginning of year 91,993,413 87,346,269

Unrestricted net assets, end of year $ 102,737,526 $ 91,993,413

Revenue and Gains

Statements of Financial Position

Statements of Activities

November 30, 2013 and 2012

2013 2012

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President Terry West Joseph Morris Teresa Adwan Dan Little

Elizabeth Base Dr. John Bell Clay Christensen Jim Loftis

Kim Henry Susan Frantz Linda English Weeks Natalie CarnsExecutive Director Senior Program Officer Senior Program Officer Program Officer

Sarkeys Foundation Annual Report Board of Trustees

Sarkeys Foundation Staff

Lori Sutton Angela Holladay Janice WhiteFacilities Manager Office Manager Receptionist & Events Manager

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Sarkeys Foundation 530 East Main St.

Norman, OK 73071405-364-3703 (Office)

405-364-8191 (Fax)www.sarkeys.org

Sarkeys Foundation 2013 Annual Report

Documents

Transcript of Sarkeys Foundation 2013 Annual Report