SARKEYS FOUNDATION ANNUALREPORT
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Improving the Quality of Life in Oklahoma
SARKEYS FOUNDATION ANNUALREPORT
Table of Contents Leadership Executive Director’s Message 3 President’s Message 3
Grants at Work
Daily Living Centers 4 Teen Court
6
Youth & Family Services of El Reno 8
Emergency Infant Services
10
Christmas Connection
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Good Shepherd Community Clinic, Inc.
2014 Oklahoma Institute for Nonprofit Leadership Overview
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Outreach Grants Paid Grants and Guidelines Resources Financials
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People Board of Trustees Staff
Publication Staff Executive Editor: Kim Henry, Natalie Carns Graphic Designer: Teresa Dotson, Acme Design Works Photographer: Becky Holladay
The Sarkeys Foundation Annual Report is a publication of the Sarkeys Foundation.
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Message from Kim Henry, Executive Director iving and working in Oklahoma, I came
building the effectiveness and efficiency of their
its people, and the organizations that
more vital role in Oklahoma in the coming
to have a deep affection for the state,
work together. I am so grateful for our
dedicated board, staff and all of our grantees that help fulfill the mission of Sarkeys
Foundation to ‘Improve the Quality of Life in Oklahoma.’ I am honored to present our 2014 annual report.
Beyond writing the check, we want to help
organizations so that they can play an even years.
My interaction with grantees has been
deeply rewarding. The people who serve in these organizations are among the most
visionary and hardworking I have encountered
and I am encouraged by their commitment and effectiveness. I invite you to read more about
nonprofits succeed. This past year we invited 15 executive
the Foundation’s many achievements and highlights in 2014
the state to attend our Oklahoma Institute for Nonprofit
Life in Oklahoma.
directors and key board members from nonprofits all over Leadership in May. This two-day event was geared to
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from a few of our grantees that are Improving the Quality of
A message from Teresa Adwan, Board President
his past year has been a good one.
As we celebrate another year of growth,
with numerous nonprofits that
million has been granted through the Sarkeys
Sarkeys Foundation has worked
are truly making a difference. As
trustees, another part of our job is to oversee investments so that funds are available to
organizations that help fulfill the mission that S.J. Sarkeys created to Improve the Quality
of Life in Oklahoma. We continue to show financial strength and we are glad to share
that, as of November 30, 2014, Sarkeys Foundation had over $105 million in assets.
we are pleased to report that more than $98.6 Foundation since its founding in 1962. In 2014 alone, $5.3 million was granted.
As we look toward our future, we remain
committed to Improving the Quality of Life in Oklahoma by continuing to provide leadership training to nonprofits and by investing in nonprofits to meet community needs all
over the state. The achievements of our grantees have been
inspiring. We are confident that Mr. Sarkeys would be proud.
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SARKEYS FOUNDATION ANNUALREPORT
Daily Living Centers
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he fact remains that the
elderly and adults with disabilities are the fastest growing population. Daily Living Centers recognizes this and
created a place where older adults living at
home can go and enjoy social and therapeutic activities and receive the assistance they require with activities of daily living. Like anyone else,
older adults need and deserve to have a caring,
stimulating and enjoyable environment which supports the capacity for independence and encourages positive feelings of dignity
“I
and self-worth. Beyond providing adult day health care, Daily Living Centers provides respite to reduce caregiver burden.
would like to thank each and every one at Daily Living Centers for the wonderful care you give my mother Dorothy. She loves going to the Center and brags about it all the time. You give her a reason to get up!�
With the growing need for a new facility to expand the
services, Sarkeys Foundation has made a $50,000 gift to help build a new Adult Day Health Care facility in Del City. The
addition of the new facility will impact the quality of life and
well-being of the most vulnerable in the community and the lives of those who care for them.
ANNUALREPORT2014
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SARKEYS FOUNDATION ANNUALREPORT
Teen Court
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een Court gives juveniles
who have been arrested for a misdemeanor offense the opportunity to admit their
guilt and have their case heard and
sentenced by a jury of their peers as opposed to having formal charges
filed against them. The program not
only holds them accountable for their actions but also educates them about substance abuse and disorderly conduct, giving them the necessary tools to rise above crime.
Statistics have proven that once these juveniles are in the system, they will have a very difficult time getting out.
Through Teen Court, 96% of the youth that have their case heard and sentenced by a jury of their peers complete their sentence requirements and do not re-offend.
Sarkeys Foundation’s $8,000 gift helps fund the educational classes on substance abuse, disorderly conduct and anger
management, and faulty thinking. The sole purpose of the educational classes is to facilitate change in the offender. Until
“I
attitude changes, behavior cannot.
am so glad that I got arrested because it totally turned my life around! I am an honor student once again and I am an attorney at teen court helping other kids.� - Nikki ANNUALREPORT2014
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SARKEYS FOUNDATION ANNUALREPORT
Youth & Family Services of El Reno
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Y
outh and Family Services
has been meeting the needs of runaway and homeless youth in and around El
Reno for nearly 40 years. Those that
utilize the emergency shelter, housing, counseling, and training programs
emerge stronger and better equipped to overcome life’s challenges.
A Sarkeys Foundation grant of $50,000 for the Independent Living Program helps homeless and near-homeless
teens and young adults learn to become more self-sufficient so that they are able to live independently while building
“A
better futures for themselves. The rural homeless have a harder time accessing basic support services because providers are
concentrated in urban areas. As the only service provider for homeless youth in the region, YFS is their clients’ only hope.
fter graduating from the program I was able to go into the world and manage a job, continue my college education, and take care of myself. The Independent Living Program helped me become the woman I am today.” - Sarah ANNUALREPORT2014
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SARKEYS FOUNDATION ANNUALREPORT
Emergency Infant Services
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n Tulsa County, every night, one of every four children goes to bed hungry and one in three
children in the city of Tulsa lives in poverty. Each year, Emergency Infant Services provides food,
clothing and other basic necessities to thousands of
Tulsa’s needy children. Unlike many agencies, they do
this with a minimum of paperwork so that families get same-day service.
With assistance from Emergency Infant Services, a family in economic crisis can receive the food, diapers and other
necessities without having to ignore a car repair or become homeless from not paying rent. However, awareness of and
access to the downtown service location has limitations. Emergency Infant Services recognized the need for an additional site in East Tulsa to expand distribution of their resources to more children in the areas of town that need it most and opened the Eastside Clinic at the beginning of 2013.
The $45,000 from Sarkeys Foundation will help Emergency Infant Services continue the Eastside initiative in
providing vital services and will allow them to serve 4,000 to
4,500 children. This program addresses and alleviates hunger, malnutrition and general deprivation, giving families better
access to care for their children. It offers a hand up rather than
“Y a hand out.
ou just helped me sleep easier tonight and gave me hope. Thank you for that.� - A single father of 4
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SARKEYS FOUNDATION ANNUALREPORT
Good Shepherd Community Clinic, Inc.
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O
klahoma has consistently been in the bottom in
terms of health rankings
and Southern Oklahoma is
certainly no exception. In response to a growing need for accessible health
care for the indigent, uninsured and working poor in Carter, Johnston, Love, Marshall and Murray Counties in South Central Oklahoma, the Good Shepherd Community Clinic, Inc. opened in 1996 so that the working poor and others
who lack health care access could have quality care and improved health outcomes. What began as a one-night per week volunteer clinic with 85 patients has expanded into a four-day per week primary health care facility that provides quality
medical, dental, optical and non-narcotic pharmaceutical care to the underserved through about 6,000 patient visits each year.
Sarkeys Foundation provided a $25,000 grant that supports a part-time Pharmacist and Prescription Assistance
Coordinator/Pharmacy Technician who works to acquire free medications valued at nearly $1.4 million. The clinic is able to provide 5,230 medications such as insulin, hypertension and chronic obstructive pulmonary disease medications to patients
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who might otherwise do without due to their prohibitive cost.
he Good Shepherd has done more to improve my health than anywhere I have ever been. They go above and beyond to ensure that I am taken care of here.� - Claudia ANNUALREPORT2014
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SARKEYS FOUNDATION ANNUALREPORT
Christmas Connection
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C
hristmas Connection’s mission is to treat those in need with dignity and respect by giving
them the opportunity to personally select items
for education, daily living, disaster recovery and
Christmas. The clients are the working poor of the community, living at or below the poverty level struggling to meet basic needs.
In 2013, the Oklahoma City Public School
District adopted a policy requiring uniforms for all
45,000 students. For families struggling to make ends
meet, their financial burden is often increased as now they must provide uniforms as well as everyday clothes for their
children. The students in Oklahoma City Public Schools cannot attend if they do not have a uniform. Additionally it has been proven that self-esteem and learning improve when they dress like their peers.
Christmas Connection helps fill the need in the community by providing uniforms to children of families that cannot
afford them. Sarkeys Foundation has made a gift of $6,500 for the School Connections Program for this purpose so that students can remain in the classroom and continue learning. Education is the key in helping these students break the cycle of poverty as they mature into adulthood.
“I
now can take a breath knowing my family and my babies have the things they need, that I could not provide.” - Tina ANNUALREPORT2014
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2014 Oklahoma Institute for Nonprofit Leadership Overview
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he Sarkeys Foundation invited
They worked together, staff and
and key board members to be
The days and evenings were filled
teams of executive directors part of the 15th Oklahoma
Institute for Nonprofit Leadership
that was held May 4-6, 2014 at the
Noble Foundation Conference Center in Ardmore, Oklahoma. This “by
invitation only” event was limited to
15 nonprofits that we believe will play an even more vital role in our state in the next few years.
This past year’s theme was
‘Rethink Everything’ and was led
board, toward a unified vision.
with informative sessions focused
on leadership and learning how to
rethink everything with interludes of networking time, laughter, and
hands on for individual teams. As
they visited with other groups both similar and disparate, they learned
the value of networking with others “in the trenches” as they shared their successes and challenges.
We hope you will join us as we
by Sandy Wright, leadership coach
continue to “Rethink Everything” at
Yumma. For two days, the team was
Forum on November 9th and 10th
and organizational consultant at
immersed totally in their agency.
“I 16
feel that the Institute had great content. I learned from it. But most of all it has given me a confidence that I needed to fulfill my role in our organization.”
our Southwest Regional Leadership at the Embassy Suites in Norman.
Grants Paid Grantee Name City Project
4RKids Foundation, Inc. Enid Transition program
Amount
$32,100.00
Aim High Academy, Inc. Tulsa Equipment purchase Allied Arts Foundation Oklahoma City 2015 Campaign for the Arts - Art for All
$10,500.00
Alzheimers Disease And Related Disorders Association Oklahoma City Care Connections rural outreach
$30,000.00
$25,000.00
Ardmore Family YMCA Ardmore Facility remodeling and expansion capital campaign $50,000.00 Armed Services YMCA of the USA, Lawton Lawton Renovation of a new facility and new construction of adjoining childcare classrooms. $35,000.00 Armed Services YMCA of the USA, Altus Altus Supplies for the Spouses' Social and Children's Playgroups for military families, and the "Washers and Dryers for Airman" program $10,000.00 Boys & Girls Club of Bartlesville, Inc. Bartlesville Supplies for child nutrition program $12,000.00 Boys & Girls Club of Nowata, Inc. Nowata Kitchen appliances, food and meal preparation supplies for the afterschool program $22,000.00 Boys & Girls Club of Oklahoma County, Inc. Oklahoma City Program support for the new Cesar Chavez Elementary Boys & Girls Club $10,000.00 Bridges, Inc. Norman Enrichment programs to combat generational poverty $20,500.00 Broken Arrow Neighbors Broken Arrow Comprehensive Community Resource Center Car Care Clinc, Inc. Tulsa New auto repair service equipment/help with major auto repair for clients CARE Center - Child Abuse Response and Evaluation Oklahoma City Medical examinations
$10,000.00
$10,000.00
$33,750.00
CASA of Oklahoma County, Inc. Oklahoma City Volunteer recruitment and training $35,000.00 Catholic Charities of the Archdiocese of Oklahoma City, Inc. Oklahoma City Crossbeams capital campaign $100,000.00 Cavett Kids Foundation Oklahoma City Camp Director to run programs $50,000.00 Center for Children and Families, Inc. Norman CCFI facility renovation project $100,000.00 Center of Family Love Okarche Replacement of the boiler/chiller $50,000.00 Chickasaw Regional Library Ardmore Renovation of the Ardmore headquarters library for the Chickasaw Regional Library System $25,000.00 Children's Medical Research, Inc. Oklahoma City New genetics analyzer $38,000.00 Children's Musical Theatre of Bartlesville Bartlesville Performing Arts Center sprinkler system modifications $20,000.00 Christ the King Catholic School Oklahoma City Discretionary grant Circus City Museum and Park, Inc. Hugo Scholarships for disadvantaged children and youth in the Soaring Children program Citizens Caring for Children Oklahoma City Purchase of items for the "It's In the Bag" program Citizens for Juvenile Justice, Inc. Oklahoma City Expansion of designated court waiting area City Rescue Mission Oklahoma City Renovation of Men's Center Cleveland County Christmas Store Norman Discretionary grant Community Action Project of Tulsa County Tulsa CareerAdvance program which allows socio-economic mobility for low-income families Community Literacy Centers Oklahoma City LEAP program
$500.00
$10,500.00
$20,000.00
$126,542.00
$250,000.00
$100.00
$10,000.00
$24,854.00
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Community Literacy Centers Oklahoma City Discretionary grant Community Service Council of Greater Tulsa Tulsa 50% of one FTE to update health and human service information for small and rural communities.
$20,000.00
Crosstown Learning Center, Inc. Tulsa Costs associated with the Early Foundations program
$20,000.00
Daily Living Centers Bethany Construction of a new Adult Day Health Care in Del City, OK Domestic Violence Intervention Services Tulsa Therapeutic Children's Counseling Program East Central University Foundation Ada Scientific equipment for an undergraduate research lab Eastern Oklahoma District Library System Muskogee A circulation desk for the service area Edmond Mobile Meals, Inc. Edmond Volunteer management and meal delivery software Education and Employment Ministry, Inc. Oklahoma City Hardware to update technology infrastructure Emergency Infant Services Tulsa Direct client services for impoverished children under the age of six Family and Children's Services Tulsa Women in Recovery Continuing Care Program coordinator's salary Food and Shelter Norman Discretionary grant Food for Thought Learning Institute Norman Kitchen Confidence/Pantry Partners Program Freedom School Oklahoma City, Inc. Oklahoma City Books and breakfast for the children for a summer literacy program Girl Scouts - Western Oklahoma, Inc. Oklahoma City Girl Scouts - Western Oklahoma's Customer Engagement Project
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$500.00
$50,000.00
$50,000.00
$50,000.00
$2,500.00
$10,000.00
$45,900.00
$45,000.00
$50,000.00
$500.00
$5,000.00
$6,250.00
$25,000.00
Good Shepherd Catholic School Oklahoma City Educational and therapeutic services for children with autism $10,000.00 Good Shepherd Community Clinic, Inc. Ardmore Pharmacy program staff salaries $25,000.00 Great Expectations Foundation Tahlequah Professional development scholarships for rural Oklahoma schools $50,000.00 Happy Hands Education Center Broken Arrow Scholarships $20,000.00 Harvest House Outreach, Inc. Tulsa Harvest House food programs $10,000.00 Health Alliance for the Uninsured, Inc. Oklahoma City Support for the position of Medical Director $50,000.00 Hearts for Hearing Oklahoma City Build to Hear capital campaign $250,000.00 Help In Crisis Tahlequah Children's Advocacy Center $50,000.00 Hope Outreach, Inc. Enid Curriculum and supplies for Earn While You Learn parenting program $10,000.00 Infant Crisis Services Oklahoma City Supplies for the BabyMobile $50,000.00 Iron Gate Tulsa Food costs $50,000.00 KIPP Tulsa Academy College Preparatory, Inc. Tulsa Materials, supplies, technology, and training for the balanced literacy program $35,000.00 Knights of Columbus Building Corporation of Oklahoma City Oklahoma City Discretionary grant $500.00 Leadership Oklahoma Oklahoma City Youth Leadership Oklahoma Class XIV: Teambuilding Exercises Legal Aid Services of Oklahoma Oklahoma City A full-time attorney embedded at WestTown Homeless Resources Campus Library Endowment Trust Oklahoma City Summer at the Library - Book Ownership Project
$4,000.00
$50,000.00
$7,500.00
Life Change Ballroom Oklahoma City Youth Empowerment & Leadership Program (YELP) Scholarships
$10,000.00
LIFE Senior Services, Inc. Tulsa Adult Day Services funding gap
$25,000.00
Mental Health Association in Tulsa Tulsa TeenScreen program $30,000.00 Ministries of Jesus, Inc. Edmond Funds for discounted medical tests; procedures; surgeries and diabetic testing supplies for Oklahoma City area patients who are uninsured with little or no means to pay $50,000.00 Morton Comprehensive Health Center Tulsa Breast health screenings and education for minority and economically disadvantaged women $50,000.00 Nature Conservancy - Oklahoma Chapter Tulsa The construction of a regional headquarters and resource center for the Pontotoc Ridge and Oka'Yanahli preserves $250,000.00 Neighbors Building Neighborhoods of Muskogee Muskogee Salary for a new Development Director position $40,000.00 NewView Oklahoma City Computer Assistive Technology Program for visually impaired $25,000.00 Norman Public School Foundation Norman Discretionary grant $500.00 North Oklahoma County Mental Health Center, Inc. Oklahoma City Veterans program Oklahoma Center for Nonprofits Oklahoma City Nonprofit Executive of the Year Award Vision Banquet. Oklahoma Center for Nonprofits Oklahoma City Statewide outreach program Oklahoma City All Sports Association Oklahoma City Renovations to the ASA Hall of Fame stadium Oklahoma City Museum of Art Oklahoma City Yellow Bus Brigade education program Oklahoma City University Oklahoma City School of Law capital campaign Oklahoma Lawyers for Children Oklahoma City Expansion of services at the Juvenile Justice Center
$10,000.00
$5,000.00
$30,000.00
$50,000.00
$5,000.00
$250,000.00
$65,000.00
Oklahoma Partnership for School Readiness Foundation Oklahoma City Funding for parent coordinators $25,000.00 Oklahoma Project Woman, Inc. Tulsa Free breast healthcare in McCurtain County $24,000.00 Oklahoma Safe Kids Coalition Oklahoma City Car seat safety education in rural western Oklahoma towns $25,000.00 Oklahoma School of Science and Mathematics Foundation Oklahoma City 2014 Sarkeys Summer Math Institute for Oklahoma middle school math teachers $35,000.00 Oklahoma State University Foundation Stillwater OSUTeach $100,000.00 Palmer Continuum of Care, Inc. Tulsa New seating for the therapeutic counseling rooms $21,172.00 Parent Child Center of Tulsa Tulsa Bilingual Parent Educator Liaison/Family Support Worker $48,072.00 Philbrook Museum of Art Tulsa Art Focus Program- education supplies and equipment for adult education program to help individuals with Alzheimer's $10,000.00 Planned Parenthood of Central Oklahoma Oklahoma City New lab testing equipment $18,426.00 Positive Tomorrows Community Board, Inc. Oklahoma City Teacher speakers, security cameras and break camp breakfast $20,000.00 Rebuilding Together Oklahoma City, Inc. Oklahoma City Roof repairs/replacement program $30,000.00 Rebuilding Together Tulsa Tulsa Roof repair/replacement program $30,000.00 Resonance Listening and Growth for Women Tulsa Enhanced client support for Choosing to Change program $20,000.00 Salvation Army-Shawnee Shawnee Afterschool program scholarships
$20,000.00
San Miguel School of Tulsa, Inc. Tulsa Success Through Literacy program
$30,000.00
Schools for Healthy Lifestyles Oklahoma City New school initiative $25,000.00
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Senior Law Resource Center, Inc. Oklahoma City Legal advice and services for the low-income elderly $25,000.00 Shawnee Community Foundation Shawnee Community pool project $150,000.00 Skyline Urban Ministry, Inc. Oklahoma City Food and hygiene items for the Food Resource Center $10,000.00 Sooner Theatre of Norman Norman Capital campaign to fund a new permanent home for The Studio of The Sooner Theatre $50,000.00 Special Care, Inc. Oklahoma City Scholarship support $50,000.00 Special Olympics Oklahoma Tulsa Coach Barry Switzer Program endowment $250,000.00 Stand In The Gap, Inc. Tulsa Life Launch & Women in Transition programs $50,000.00 Stillwater C.A.R.E.S. Stillwater MPOWR system training for contracted subscribers $7,820.00 Stillwater Family YMCA Stillwater Discretionary grant $500.00 Stilwell Public Library Friends Society Stilwell Addition of a children's wing for the library $50,000.00 Teen Court Lawton Funding for classes on substance abuse, disorderly conduct/anger management and faulty thinking $8,000.00 Teen Recovery Solutions, Inc. Oklahoma City Scholarships $50,000.00 The Children's Center Inc. Bethany Building expansion $250,000.00 The Christmas Connection Oklahoma City School Connections-School Uniform Program $6,500.00 The Council for Developmental Disabilities dba ABLE Norman Repairs and improvement of group homes $10,000.00 The Hospitality House of Tulsa, Inc. Tulsa Family medical lodging program $10,000.00
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The Little Light House Tulsa Building expansion $50,000.00 The Tristesse Healing Hearts Grief Center, Inc. Tulsa Grief counseling and education programs $25,000.00 The Urban Mission, Inc. Oklahoma City Assist with food purchases $30,000.00 Tulsa Boys' Home Tulsa Clothing purchase $38,000.00 Tulsa County Medical Society Foundation Tulsa Technology, medication, and volunteer support $7,996.00 Tulsa Library Trust Tulsa Central Library Renewed capital campaign $150,000.00 United Way of Norman Norman Discretionary grant University of Central Oklahoma Foundation Edmond Old North renovation Variety Health Center Oklahoma City Support for the expanded dental clinic at Straka Family Health Center
$500.00
$100,000.00
$100,000.00
Veterans Corner, Inc. Norman Costs associated with the construction of a permanent facility $10,000.00 White Fields, Inc. Piedmont Therapy program $50,000.00 William W. Barnes Children's Advocacy Center Claremore Mental health treatment for victims of child abuse $8,000.00 YMCA of Greater Tulsa Tulsa Healthy Living capital campaign $50,000.00 YMCA of Lawton Lawton Facility expansion $30,000.00 Youth and Family Services of El Reno El Reno Independent Living Program $50,000.00 Youth Services of Tulsa Tulsa Health education and pregnancy prevention program for youth $25,000.00
I. Definition
Grants and Guidelines
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: l Local programs appropriately financed within the community; l Direct mail solicitations and annual campaigns; l Out of state institutions; l Hospitals; l Operating expenses; l Purchase of vehicles; l Grants to individuals; l Responsibility for permanent financing of a program; l Programs whose ultimate intent is to be profit making; l Start-up funding for new organizations; l Feasibility studies; l Grants which trigger expenditure responsibility by Sarkeys Foundation; l Direct support to government agencies; l 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 l 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 for more information, to ask any questions about the process and for a pre-grant interview.
Deadlines for letters to be received at Sarkeys are: l 5:00 pm, Monday, June 1, 2015 for the August 1, 2015 Grant Deadline. OR l 5:00 pm, Tuesday, December 1, 2015 for the February 1, 2016 Grant Deadline Successful applicants will be notified two weeks after the Letter of Intent deadline and will be given information to complete an online application. There are no exceptions made for applications or parts of applications submitted after the deadline. 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 sarkeys@sarkeys.org. The letter must include the following information: l Organization Name l Contact Name, Address, Email and Phone Number l Description of the Organization l Description of the Project l Requested Amount l Total Project Cost l 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. Sarkeys Foundation does not accept faxed or emailed proposals. Below are the primary components of the application: l Organization Information l Executive Summary l Project Information l Financial and Endowment Information l Board Information l Description of the Organization l Description 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
Applications must be completed online. An account must be set up at www.sarkeys.org. If, for some reason, you are not able to complete an application online, contact a program officer for assistance.
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Resources 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 Every other year Sarkeys hosts the Southwest Regional Leadership Forum for nonprofit professionals and
volunteers from Oklahoma and the region. Our next
Forum is scheduled for November 9 and 10, 2015. “Rethink Everything” is the theme for the upcoming Forum where more than 600 participants are expected at the Embassy Suites Hotel and Conference Center in Norman.
Resource Center
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
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.
for a successful future.
Beyond the checks we send to our grantees, we want to
Conference Center The Conference Center is a former church in downtown Norman, renovated with rich oak accents and mission-
help nonprofits succeed. Call our staff to see if there is a resource available that your organization needs.
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.
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SARKEYS FOUNDATION ANNUALREPORT
www.sarkeys.org
Statements of Financial Position
November 30, 2014 and 2013
2014
Assets
2013
Cash and cash equivalents $ 1,334,960 Interest and dividends receivable 52,139 Federal excise taxes receivable 75,708 Investments 102,410,457 Property and equipment, net 1,728,956 Other 15,144
Total assets
$
$ 105,617,364
1,019,770 49,214 17,947 101,546,120 1,772.724 15,714
$ 104,421,489
Liabilities and Net Assets Liabilities:
Accounts payable and accrued expenses Deferred federal excise taxes Grants payable
$
Total liabilities
70,024 210,632 2,400,000 2,680,656
Unrestricted Net Assets
$ 105,617,364
Statements of Activities Revenue and Gains Investment return Other
Total revenues and gains
$
60,501 223,462 1,400,000 1,683,963
102,936,708
Total liabilities and net assets
$
102,737,526 $ 104,421,489
November 30, 2014 and 2013
2014 7,113,914 7,569 7,121,483
2013 $ 17,103,079 4,885
17,107.964
Expenses Grants awarded Educational programs Professional fees Investment fees Trustee fees Employee costs Depreciation and other property costs Federal excise taxes Other Total expenses Increase in unrestricted net assets Unrestricted net assets, beginning of year Unrestricted net assets, end of year
$
5,398,982 6,772 70,910 256,278 99,200 123,600 129,009 54,409 143,423
4,569,704 51,883 56,852 228,788 105,200 99,200 161,187 330,506 127,386
6,922,301
6,363,851
199,182
10,744,113
102,737,526
91,993,413
102,936,708
$ 102,737,526
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Board of Trustees
President Teresa Adwan
Joseph Morris
Terry West
Dan Little
Elizabeth Base
Dr. John Bell
Clay Christensen
Jim Loftis
Sarkeys Foundation Staff
Kim Henry Executive Director
Susan Frantz Senior Program Officer
Lori Sutton Executive Assistant and Facilities Manager
Linda English Weeks Senior Program Officer and General Counsel
Angela Holladay Director of Grants Management
SARKEYS FOUNDATION
530 East Main St. Norman, OK 73071 405-364-3703 (Office) www.sarkeys.org
Natalie Carns Program Officer
Janice White Receptionist & Events Manager
405-364-8191 (Fax)