Oklahoma AIDS Care Fund, Inc.

Transcription

1 Oklahoma AIDS Care Fund, Inc. Nonprofit Profile Contact Information Nonprofit Oklahoma AIDS Care Fund, Inc. Address 6608 N Western Ste 219 Oklahoma City, OK Oklahoma Phone (405) Fax Website OKAIDSCAREFUND.COM Contact Name Cher Golding Contact cgolding@okaidscarefund.com Alternate Address 4001 N Classen Blvd Suite 100 Oklahoma City OK At a Glance Organization's type of tax exempt status Public Supported Charity Year Founded

2 IRS Ruling Year 1992 Registered with the Secretary of State? State Registration Expiration May 2018 Other ways to donate support, or volunteer Red Tie Night is one of Oklahoma's most anticipated evenings of each year. Red Tie is the single largest evening fundraiser in Oklahoma. Dazzling decorations, amazing auction items, great music, well-known personalities! Come and see what all the talk is about at Oklahoma's premier evening fundraising event. Visit Statements Mission The Oklahoma AIDS Care Fund is a fundraising and advocacy organization dedicated to providing financial support and resources to HIV/AIDS service providers in the state of Oklahoma. Our goal is to reduce new infections, stigma and health disparities while increasing access to care and collaboration of services. Background The Oklahoma AIDS Care Fund was organized by Barbara and Jackie Cooper following the death of their son to AIDS. Dealing with this devastating disease firsthand compelled them to reach out to others living with HIV/AIDS and those vulnerable to the disease. Their friends, Toni Wizenberg, Steve Daniels, Richard May, Patricia Edwards and James Vallion formed the founding board. Impact Our goals are reducing new infections, stigma and health disparities, while increasing access to care and collaboration of services. We have five major service areas: 1.Community Grants 2.Advocacy 3.Emergency Assistance 4.Education & Prevetion 5.Collaboration Partners Area Served Area Served Geographic Area Served Oklahoma - Statewide Oklahoma Service Categories Primary Organizational Category Secondary Organizational Category Tertiary Organizational Category Philanthropy,Voluntarism & Grantmaking Foundations/Fund Raising & Fund Distribution Diseases Disorders & Medical Disciplines/AIDS Philanthropy,Voluntarism & Grantmaking Foundations Fund Raising & Fund Distribution Programs Community Grants Program 2

3 Description 100% of the net proceeds from Red Tie Night fund organizations and projects focused on the prevention of HIV or the needs of individuals living with HIV in Oklahoma. In 2016, OACF awarded $320,500 in grants to 13 nonprofit organizations providing HIV/AIDS prevention, education, testing, and social services in the state of Oklahoma. Since 1992, Red Tie Night has contributed over $12 million to assist Oklahomans living with HIV/AIDS. Budget $300, Category Philanthropy, Voluntarism & Grantmaking, General/Other Comprehensive Grantmaking Strategy Population Served People/Families of People with HIV/AIDS Program Short-term Success Program Long-term Success Program Success Monitoring Since 1992, Red Tie Night has contributed over $12.5 million to assist Oklahomans living with HIV/AIDS. Mid-year and final reports are provided to us by each grant recipient to track their progress, measurable outcomes, and completion of proposed goals. Examples of Program Success Advocacy Program Description Our Advocacy program oversees the Oklahoma HIV and AIDS Advocacy Coalition. The Advocacy Coalition has five main goals that include the following. Each of these goals are measured by surveys, tracking increases in available funding, legislative tracking, and epidemiology reports of new infections rates from the State Health Department. 1. Working with community leaders and educating elected officials about HIV/AIDS and the importance of public funding, positive policy change and legislation. 2. Working with the Oklahoma State Health Department to develop a unified message in an effort to protect critical Ryan White Funding in Oklahoma and access any additional dollars available. 3. Capacity building and promoting grassroots advocacy training to help reduce HIV-related stigma, health disparities and inequities in Oklahoma. 4. Increasing access to care and improved health outcomes for people living with HIV in Oklahoma. 5. Implementing an HIV Awareness Day at the State Capitol and fostering a positive presence during session. Budget $50, Category Health Care, General/Other Public Health Strategy Population Served People/Families of People with HIV/AIDS Program Short-term Success Program Success Monitoring Examples of Program Success 3

4 Emergency Assistance Program Description Our Emergency Assistance Program is for case managers to access on behalf of their clients in Oklahoma living with HIV who have no other means to pay for medical, housing, utilities, prescriptions or other basic needs. Covering these costs eliminates the barriers preventing them from accessing and remaining in treatment. The Emergency Assistance program reduces the economic impact on city and state funded programs by keeping families in need from going homeless, going hungry, or going without vital medication. Budget $25, Category Diseases, Disorders & Medical Disciplines, General/Other HIV/AIDS Strategy Population Served People/Families of People with HIV/AIDS Program Short-term Success Program Success Monitoring Examples of Program Success Education & Prevention Description Our Education & Prevention program is a collaborative program with the Oklahoma State Health Department and Community Based Organizations providing HIV prevention and testing services to the public. The Oklahoma AIDS Care Fund provides an average of 2,500 test kits annually totaling $25,000. On average, 2.18% individuals test positive at the free testing sites. The partnership also includes the following. 1. Providing HIV test kits to be utilized at free testing sites across the state. 2. Providing educational condom packets and resources for Community Based Organizations to distribute throughout the community and during OKC Pride. 3. Providing a robust marketing campaign that focuses on the strategies outlined in the National HIV/AIDS strategy. 4. Providing training, resources, and networking opportunities for medical doctors, case managers, caregivers, and consumers. Hosts quarterly networking luncheons with guest speakers to provide HIV specific resources and information. Hosting first statewide HIV/AIDS Symposium in Budget $50, Category Diseases, Disorders & Medical Disciplines, General/Other HIV/AIDS Strategy Population Served People/Families of People with HIV/AIDS At-Risk Populations Lesbian, Gays, Bisexuals, Transgendered Program Short-term Success Program Success Monitoring Examples of Program Success 4

5 Collaboration Partners Description The Oklahoma AIDS Care Fund collaborates with groups, associations and government agencies addressing prevention, advocacy and care for HIV/AIDS in difference and more diverse ways. These include: 1.Oklahoma HIV/Hepatitis Planning Council 2.Oklahoma HIV and AIDS Advocacy Coalition 3.Oklahoma Native American HIV/AIDS Task Force 4.OKC AIDS Coalition 5.Oklahoma HIV Prevention and Testing Co-op 6. Greater Oklahoma City Chamber of Commerce's Health Care Advocacy & Policy Committee Budget $25, Category Diseases, Disorders & Medical Disciplines, General/Other HIV/AIDS Strategy Population Served People/Families of People with HIV/AIDS At-Risk Populations Lesbian, Gays, Bisexuals, Transgendered Program Short-term Success Program Success Monitoring Examples of Program Success Disaster Programs Voluntary Organizations Active in Disaster (VOAD) Member No Staff & Management CEO/Executive Director Cher Golding Start Date Nov Senior Staff Name Lany Milner Title Assistant Director Staff Information Number of Full-time Staff 3 Number of Part-time Staff 0 Number of Contract Staff 0 Number of Volunteers 100 Staff Retention Rate 66 % Are professional development opportunities provided? 5

6 Does CEO/Executive Director have formal evaluations? Management Reports to Board? Staff Demographics - Ethnicity Asian American/Pacific Islander 1 Caucasian 2 Staff Demographics - Gender Male 1 Female 2 Organizational Plans Fundraising Plan Communication Plan Strategic Plan Management Succession Plan Organization Policies and Procedures Continuity of Operations Plan Under Development Under Development Under Development No Under Development Under Development Policies Nondiscrimination Policy Whistle Blower Policy Document Destruction Policy Directors and Officers Insurance Policy No Risk Management Provisions Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional Governance Board Chair Paula Love Company Affiliation PLPR, LLC Term Oct 2016 to June love.p@sbcglobal.net Board of Directors List Current as of July 01,

7 Name Affiliation Status James Arnold Oklahoma Center for Nonprofits Gwendolyn Caldwell Caldwell and Associates Brooke Coe Chesapeake Energy Graham Colton Cindy Cooper Colton Exofficio Adam Edwards Waters Edge Winery Sally Hasenfratz JD Wendy Smith House Paula Love Andy Moore LPC Whitney Moss University of Oklahoma Health Sciences Center Companion Home Health & Hospice Sean Olmstead First Mortgage James A. Pickel Tim Rassmussen Rassmussen Realty Frederick Redwine JD Redwine & Cubberley Law Firm Paul Sechrist PhD Stacey Voegeli Exofficio Board Demographics - Ethnicity African American/Black 1 Caucasian 14 Board Demographics - Gender Male 8 Female 7 Governance Information Board Term Lengths Board Term Limits 3 years 2 terms Number of Full Board Meetings Annually 6 Board Meeting Attendance % 85 % Percentage of Board Making Monetary Contributions to the Organization Percentage of Board Making In-Kind Contributions to the Organization Board Orientation Constituency Includes Client Representation Written Board Selection Criteria? Written Conflict of Interest Policy? 100 % 33 % 7

8 Standing Committees Finance Audit Human Resources / Personnel Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala) Distributions / Grant Making Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Legislative Financials Current Fiscal Year July 01, 2017-June 30,2018 Current Year Budgeted Total Income $1,070,475 Current Year Budgeted Total Expenses $1,070,475 Prior Three Years' Financial History Income and Expenses Total Revenue $273,868 $959,292 $699,875 Total Expenses $547,656 $965,259 $812,890 Revenue Less Expenses ($273,788) ($5,967) ($113,015) Income Sources Contributions $65, Foundation and Corporation Contributions Government Contributions $0 $608,127 $250,340 Federal State Local Unspecified -- $608,127 $250,340 Individual Contributions Indirect Public Support Earned Revenue Investment Income, Net of Losses $4,026 $3,175 $2,926 Unrealized Gain/Loss Membership Dues Special Events $204,842 $347,990 $446,609 Revenue In-Kind Other Expense Allocation 8

9 Program Expense $430,561 $888,640 $663,483 Administration Expense $117,095 $76,619 $149,407 Fundraising Expense Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 79% 92% 82% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities Total Assets $1,089,623 $1,348,832 $1,331,901 Current Assets $1,049,075 $1,233,099 $1,331,901 Long-Term Liabilities Current Liabilities $37,477 $22, Total Net Assets $1,052,146 $1,325,934 $1,331,901 Short-term Solvency Current Ratio: Current Assets/Current Liabilities Long-term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount Special Events $204,842 Govt - Unspecified $608,127 Special Events $446,609 Second Highest Funding Source & Dollar Contributions Special Events Govt - Unspecified Amount $65,000 $347,990 $250,340 Third Highest Funding Source & Dollar Amount Investment Income $4,026 Investment Income $3,175 Investment Income $2,926 Endowment and Other Financial Information Endowment? Endowment Value $40, Endowment Spending Policy Endowment Spending Policy Percentage (if selected) Credit line? Rreserve fund? Tax Credits? Percentage 5 % No Capital Campaign Currently in a Capital Campaign? 9

10 Campaign Purpose The Oklahoma AIDS Care Fund has set a goal to raise $750,000 general operating and program support over the next 2 years and $3 Million for endowment over the next 30 months. Campaign Goal $3,750, Campaign Dates Nov 2017 to May 2020 Comments on Financials Foundation Staff Comments All prior year financial information is from IRS Form 990s. NOTE: Form 990 for tax year 2013 is for the period of 1/1/2014 thru 6/30/2014. In which this organization had a change in their fiscal year reporting beginning tax year 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. Created Copyright 2018 Oklahoma City Community Foundation 10