sarkeys foundation annual report 2017
improving the quality of life in oklahoma
sarkeys foundation
table of contents
leadership 2 executive director’s message 3 president’s message grants at work 4 cookson hills 6 pets helping people 8 operation c.a.r.e. 10 hope house 12 special care
publication staff
Executive Editors: Kim Henry, Natalie Carns Graphic Designer: Teresa Dotson, Acme Design Works The Sarkeys Foundation Annual Report is a publication of the Sarkeys Foundation.
outreach 14 2017 southwest regional leadership forum 16 grants paid 20 grants and guidelines 21 resources 22 financials people 24 board of trustees 24 staff sarkeys foundation annual report 2017
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message from kim henry, executive director
leadership
elcome to Sarkeys Foundation’s 2017 Annual Report. Sarkeys has engaged in investing in Oklahoma since 1962, dedicating more than $109 million to date to help meet needs of nonprofits in communities across the state. The stories you’ll find inside are ones that I believe will resonate with you. These stories demonstrate what Sarkeys is about. Our commitment is to the people in Oklahoma.
Oklahoma has seen some challenges this past year with the state’s struggling economy. With more nonprofits applying for grants, our primary focus remains in fulfilling Sarkeys Foundation’s mission to “improve the quality of life in Oklahoma.” Our investment in nonprofits goes beyond a checkbook. In 2017, we held our 8th biennial Southwest Regional Leadership Forum. This two day event was packed with nonprofit leaders, staff, and volunteers. The theme was “Journey to the Top.” With topics ranging from finance to social media and everything in between, individuals were hungry to learn more to make their nonprofit better. Our desire is to help organizations become stronger and more effective. We want to see nonprofits succeed in the work they are doing because their success is our success. I am excited to announce that planning for the 2019 Forum is already underway.
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I am proud of the strides the Foundation has taken over the last several years to strengthen communities in Oklahoma. It is my honor to serve with our trustees and staff as we look toward the future.
improving the quality of life in oklahoma
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message from dan little, board president
leadership
t has been an honor to serve as President of the Board of Trustees and to be a part of the many wonderful things being accomplished through Sarkeys Foundation. In 2017, Sarkeys Foundation awarded over $3.2 million to 125 organizations across the state. We remain focused on the work accomplished by our grantees. They are absolutely dedicated to providing services to those who need it most. By taking good care of the money entrusted to us, we can ensure that as much of it as possible goes toward the mission, and ultimately toward fulfilling S.J. Sarkeys’ vision of improving the quality of life in Oklahoma. This is a role we do not take lightly. 2017 was a good year for the growth of the Foundation’s assets. As of November 30th our total assets were up by $10 million. But as the markets go up, we will continue to make sure the Foundation is set for the long run. And as we look ahead, financially strong and focused, the nature of challenges for local nonprofits will continue to shift, but the defining qualities of the Foundation will stay constant to meet them.
sarkeys foundation annual report 2017
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cookson hills
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kansas, oklahoma
aising children is challenging, and it’s even more difficult when you don’t have the resources you need. Since 1957, Cookson Hills has been partnering with families to give kids love, education, and healing in a beautiful setting. Nestled in the hills of Northeast Oklahoma, Cookson Hills provides home, school, and therapy for kids who are at-risk.
Life at Cookson Hills is designed to help kids take responsibility for themselves both now and in the long-run. To successfully achieve this mission, they take into account every part of a kid’s world while they are there. They develop a personalized Plan of Care for each child, which considers their physical, spiritual, educational, and emotional needs. For many, Cookson Hills is their childhood home. For others, it’s a temporary home for about two years. All kids come to live within a family. They enroll in school, they play sports, they make friends, they set the table, they laugh, they ride horses, they heal, and they leave better than they came. In 2015, The EPA gave violations to Cookson Hills main water source. Sarkeys Foundation awarded Cookson Hills a $25,000 grant in 2017 to update their main water system and provide clean, healthy, and safe drinking water because every adult and child deserves clean water.
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“
grants at work, cookson hills
Watching the staff of Cookson Hills has taught me the true meaning of the word sacrifice. I know that despite what the world says about money equaling success, I want to leave the legacy of changing someone’s life.
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Epi, age 18
sarkeys foundation annual report 2017
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pets helping people
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tulsa, oklahoma
ounded in 2009, Pets Helping People provides training for women with criminal backgrounds and prepares them for careers in the pet care industry. Pets Helping People works with current inmates and/or felons who are either in transition from prison or in drug court to avoid prison. Without viable employment in a job that pays a livable wage, women released from prison are at risk of poverty, addiction, homelessness and (ultimately) recidivism, which threatens to begin the cycle again, with Oklahoma’s tax payers footing the bill.
The Pets Helping People program offers women successful re-entry into society by teaching them to develop selfsustaining careers as dog groomers and valued employees at retail grooming shops, veterinary clinics, veterinary hospitals and other businesses related to the pet care industry. Program graduates are equipped to work as bathers/brushers, kennel technicians, or groomers upon graduation. Typically, graduates earn from $9 to $25 per hour depending upon their specialization.
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Sarkeys Foundation provided a $10,000 grant that helped provide grooming toolkits as graduation gifts to women who complete the program. This includes professional grade clippers, blades, scissors, brushes and combs, and other miscellaneous supplies. The reality is that, without this gift, graduates cannot change their lives. Many who receive these gifts are overwhelmed because of the new start it symbolizes. To them, it isn’t just a toolkit – it is a “golden ticket” to an honest living.
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grants at work, pets helping people
I am so grateful and thankful for Pets Helping People for so many reasons. It gave me a purpose, taught me how to have honest relationships and gave me the opportunity to get my family back. I now have a close bond with all my kids and grandkids and a job I love.
“
LeaAnn Eastteam, PHP/Muddy Paws Graduate
sarkeys foundation annual report 2017
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operation c.a.r.e.
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altus, oklahoma
ocated in Altus Oklahoma, Operation C.A.R.E. is a nonprofit organization committed to providing the people of Jackson County a central clearing-house for charitable services. From utility bills, medical
prescriptions and emergency travel funds, to food, clothing and lodging, Operation C.A.R.E. is there to help support the community. The doors opened in March of 2005 and since then, they have served thousands of households. Life happens, and Operation C.A.R.E. exists to help find temporary relief for people in Jackson County that are facing a financial crisis so they have an opportunity to recover. They help find resources to get clients back on their feet as quickly as possible. Beyond short term relief, they also provide one-on-one financial counseling to remove barriers to success. In 2017, Sarkeys Foundation awarded $20,000 to Operation C.A.R.E for direct assistance for clients. This included obtaining birth certificates, identification cards, driver’s licenses, giving aid in paying utility bills, medical prescriptions, paying for GED testing, providing backpacks and school supplies for children, dental assistance, school shoes, lodging and food.
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grants at work, operation care
My child would be wearing the same shoes from last year without Operation C.A.R.E. Ministries. My children walk proudly knowing they have something new on their feet to wear to school.
“ sarkeys foundation annual report 2017
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hope house
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mcalester, oklahoma
ope House of McAlester is a private, nonprofit faith-based homeless shelter for women and women with children.
They believe in helping women help themselves and their families. For nearly eight years, Hope House has provided safe shelter, food, transportation, individual casemanagement and in-house groups focusing on sobriety, improving self-esteem and employment skills to more than 1,300 women and children. The choice not to accept state or federal funding allows Hope House to operate as faith-based and determine the time of stay for residents based on their need, instead of a set time limit. This allows residents to truly focus on progress without the worry of paying rent, utilities or transportation costs, two elements founding members felt to be essential in truly helping women and families break the cycles of poverty and homelessness. Hope House of McAlester has been operating with the same technology equipment since opening in 2009. Through a grant of $11,290.00 provided by Sarkeys Foundation, Hope House has been able to purchase 3 new computers, a commercial printer and software needed to efficiently produce newsletters and other communications to its supporters. This grant has also allowed its residents to benefit from current equipment while searching for housing, resources and employment. Ultimately, Hope House of McAlester has seen tremendous improvements in multiple facets since implementing the Technology Upgrade Project and is looking forward to finding more ways to improve the community.
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grants at work, hope house
Hope House changed my life; it’s exactly the place I needed to be when I needed help. It’s an amazing place, with a great program and exceptional staff members who truly help you get to a better place in your life.
“
Toni Johnston, prior resident
sarkeys foundation annual report 2017
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special care
s
oklahoma city, oklahoma
pecial Care opened its doors in 1985, and ever since has helped individuals reach their full potential. For more than 30 years, Special Care has
nurtured and improved the lives of individuals and families living with disabilities. They serve over 200 children, ages of 6 weeks to 21 years, and their families through direct care, education, therapy, and afterschool and summer programs. Special Care continues to be at the forefront of inclusive programs of its kind in the Oklahoma City metropolitan area. Two-thirds of the children participating in the program have special needs and receive on-site specialized therapy. The other one-third follow typical development patterns. The integrative program provides optimal opportunities for both populations who benefit cognitively, physically, socially, and emotionally in ways they otherwise would not. In 2017, Sarkeys provided a grant of $40,000 towards scholarship support for families receiving sliding scale tuition rates. Families of children with special needs receive such rates for a number of reasons. Some families receive temporary support that prevents a family crisis from interfering with a child’s direct care, education, and therapeutic intervention. Other families receive scholarship support long-term due to extremely low income.
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Families doing their best to care for children with disabilities deserve opportunities to thrive. Scholarship support makes these opportunities possible for families and removes barriers that otherwise unfairly limit children’s potential.
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grants at work, special care
Because of Special Care, Xavier has found his place in the world. He’s loved, respected, treated as an equal . . .They love him just like I love him. And it’s incredible.
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Joshua Menosky, father of Xavier
sarkeys foundation annual report 2017
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2017 southwest regional norman, oklahoma leadership forum he 2017 Southwest Regional Leadership Forum was held on November 14th and 15th at the Embassy Suites Hotel and Convention Center in Norman. Over 500 nonprofit professionals, board members, and volunteers brought their passion and eagerness to take the “Journey to the Top” by learning how to strengthen their nonprofit. The Forum is Sarkeys premier nonprofit educational event and this past year’s theme “Journey to the Top” offered participants interactive breakout sessions and the chance to engage and build ideas to put them on the path to the top. The Forum is devoted to providing resources, education, and support at an affordable price so all nonprofits are able to attend.
Participants also had the opportunity to choose from over 35 breakout sessions from regional and national experts. Topics included fundraising, leadership, finance, board development, digital marketing, succession planning, and so much more. The survey results were overwhelmingly positive and planning for the 2019 Forum is already underway.
Keynote speakers John Quiñones, Dr. Nathan Mellor, and Captain Mark Kelly challenged and inspired the attendees. John Quiñones, journalist and the host of ABC’s ‘What Would You Do,’ explained how others can help give a voice to the voiceless and discussed the ethics and morals in America today. Dr. Nathan Mellor, President and CEO of Strata Leadership, told everyone that what they do matters and that sometimes leaders are not the people behind the podium, but the people that whisper encouragement into others’ ears. Captain Mark Kelly, Commander of Space Shuttle Endeavor’s Final Mission, shared the goals he set for himself and the people who inspired him to achieve more along the way. Attendees walked away inspired to continue to impact lives with the great work they are doing.
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Dr. Nathan Mellor
Captain Mark Kelly
outreach, swrlforum
Here are just a few of our favorite quotes from nonprofit professionals and volunteers:
John Quiñones
“The Sarkeys Conference remains a must-attend for myself and my team each year. Thank you for providing outstanding support in a single conference that allows us to be better.”
“This year’s Forum was amazing. There were so many new faces and that’s a good thing. It means there are new organizations benefiting from what Sarkeys has to offer.”
“This is hands-down my favorite conference. I always walk away with personal motivation, network/connections within the community and tangible pieces to implement in my work life. WELL DONE!”
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grants paid Grantee Name City Project
Amount
A Chance To Change Foundation Oklahoma City A Chance to Recover Program $25,000.00 A New Leaf, Inc. Tulsa Vocational training program $15,000.00 Alzheimer’s Disease and Related Disorders Assoc. Tulsa Care Connections, the rural outreach program $25,000.00
Cavett Kids Foundation Oklahoma City Scholarships for Camp Cavett $25,000.00 Center for Children and Families, Inc. Norman Programming support for the Boys & Girls Club of Norman $30,000.00 Citizens Caring for Children Oklahoma City Clothing for foster kids ages 3-9 $20,000.00 Cleveland County CASA Norman Partial salary for an Advocate Supervisor position $20,000.00
American Indian Cultural Center Foundation Oklahoma City Capital Campaign $250,000.00 Assistance League of Tulsa Tulsa Operation School Bell $15,000.00
Cleveland County Christmas Store Norman Discretionary Grant $100.00 Community Crisis Center, Inc. Miami Development Director salary $53,500.00
Big Brothers Big Sisters Of Oklahoma, Inc. Tulsa General operating support
Community Food Bank of Eastern Oklahoma Tulsa Free Family Farmers’ Markets
$30,000.00
$20,000.00
Boys & Girls Club of Bartlesville Bartlesville Food and supplies for the child nutrition program $16,000.00
Community Health Centers, Inc. Midwest City Healing Hands general operating support $25,000.00
Boys & Girls Club of Durant Durant Purchase and install a new heating/air system and flooring $25,000.00
Community Health Connection, Inc. Tulsa Dental Tissue Laser $10,000.00 Community Literacy Centers Oklahoma City Discretionary Grant $500.00 Community Service Council of Greater Tulsa Tulsa The Tulsa Carrera Initiative $25,000.00
Boys And Girls Club of Nowata, Inc. Nowata Food and supplies Bridges, Inc. Norman
$15,000.00
Renovations to apartments to remove mold and improve efficiency $100,000.00
Calm Waters Center for Children and Families Oklahoma City Support groups and marketing services
$30,000.00
Car Care Clinic, Inc. Tulsa Auto parts and labor for repairs and lifts
$25,000.00
Catholic Charities of the Archdiocese of Oklahoma City, Inc. Oklahoma City Disaster assistance for victims of the 2015 flooding $25,000.00 Catholic Charities of the Diocese of Tulsa Tulsa Rural Outreach program support
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$15,000.00
Cookson Hills Christian School Kansas Updating the water system
$25,000.00
Counseling & Recovery Services of Oklahoma, Inc. Tulsa The CALM Center renovation
$25,000.00
Crosstown Learning Center, Inc. Tulsa General operating support
$30,000.00
Daily Living Centers Bethany Client Scholarship Assistance Program
$30,000.00
DaySpring Villa Women and Children’s Shelter, Inc. Sand Springs On-site mental health services
$20,000.00
Dean A. McGee Eye Institute Oklahoma City Vision scientist recruitment $250,000.00
Dentists for the Disabled and Elderly in Need of Treatment Oklahoma City Dental assistance for the uninsured elderly and recruitment efforts for volunteer dentists
$25,000.00
Domestic Violence Intervention Services Tulsa Children’s Therapeutic Counseling Program $30,000.00 Exchange Club Center for the Prevention of Child Abuse of Oklahoma Oklahoma City Exchange Parent Aide Program for children through age 12 Family and Children’s Services Tulsa Partial salary for the Women in Recovery Children’s Therapist
Hospice of Green Country Tulsa Courtesy Care program and Hospice Education program $30,000.00 Infant Crisis Services Oklahoma City Expand the BabyMobile to Pottawatomie and Seminole Counties $50,000.00
$20,000.00
Jesus House Oklahoma City
Fields & Futures Foundation Edmond Build a new sports complex for Southeast High School student athletes $50,000.00
$10,000.00
Friends of the Thomas-Wilhite Memorial Library Perkins Phase II structural repairs and roof replacement $40,000.00 Gabriel’s House, Inc. Duncan Technology upgrade $15,400.00 Girl Scouts of Eastern Oklahoma, Inc. Tulsa Girl Scouts Beyond Bars Program $15,000.00 Good Shepherd Community Clinic Ardmore General operating support $20,000.00 Good Shepherd Ministries of Oklahoma Oklahoma City Oral health care for low-income and uninsured
Hopehouse Supportive And Transitional Living, Inc. Oklahoma City HopeKIDS Program $20,000.00
$25,000.00
Family Builders, Inc. Oklahoma City Community education and outreach expansion $25,000.00
Freedom School Oklahoma City, Inc. Oklahoma City Books, snacks, art materials, and STEM materials for the summer literacy program
Hope House Of McAlester, Inc. McAlester Technology upgrade $11,290.00
$15,000.00
Life Transformation Program Scholarships $20,000.00
Jubilee Partners Association Oklahoma City General operating support $15,000.00 Junior Achievement of Oklahoma Tulsa Rural Education Project $10,000.00 Katheryne B. Payne Education Center Oklahoma City Teacher training in Wynnewood and Ardmore $15,000.00 KIPP Tulsa Academy College Preparatory, Inc. Tulsa Purchase books and assessment tools, support professional development for teachers, and partial salary for the Literacy Director $30,000.00 Knights of Columbus Building Corporation of Oklahoma City Oklahoma City Discretionary Grant
$500.00
Legal Aid Services of Oklahoma Oklahoma City A full-time LASO attorney embedded at Westtown Homeless Resource Campus $30,000.00 Life Change Ballroom Oklahoma City Youth Empowerment & Leadership Program (YELP) Scholarships $15,000.00
Great Expectations Foundation Tahlequah Professional development for Oklahoma rural school educators $40,000.00
LIFE Senior Services, Inc. Tulsa SeniorLine information and assistance program. $20,000.00
Great Plains Improvement Foundation, Inc. Lawton Repairs for transitional homes $25,000.00 Happy Hands Education Center Broken Arrow Scholarship assistance $20,000.00
Counseling scholarships and training $10,000.00
Harvest House Outreach, Inc. Tulsa Food for Families $20,000.00
Lilyfield, Inc. Edmond
Little Dixie Community Action Agency Hugo Website $10,500.00
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grants paid, continued Logan Community Services, Inc. Guthrie Computer equipment and tutors to expand teaching project for autistic and educationally challenged children involved in the juvenile justice system $15,000.00
Oklahoma Center for Nonprofits Oklahoma City Statewide Outreach Program $30,000.00 Oklahoma City Metro Literacy Coalition Oklahoma City Executive Director salary $15,000.00
$10,000.00
Oklahoma Dental Foundation For Research and Education Oklahoma City MobileSmiles: Delivering Dental Care to Oklahomans in Need $21,000.00
McIntosh County Youth And Family Resource Center Eufaula Expand the executive director to a full time position $16,000.00
Oklahoma Foundation for the Disabled Oklahoma City Capital Campaign for a park on the premises $30,000.00
Meals On Wheels of Metro Tulsa Tulsa Home meal delivery for seniors $15,000.00 Ministries Of Jesus, Inc. Edmond Funds for discounted medical tests; procedures; surgeries; and diabetic testing supplies $30,000.00
Oklahoma Honor Flights, Inc. Midwest City Expenses related to the publication of a documentary and book $10,000.00 Oklahoma Institute for Child Advocacy Oklahoma City Foster Kids Leadership Symposium $10,000.00
Morton Comprehensive Health Center Tulsa Diagnose, treat, and counsel uninsured, high-risk teens and adults with sexually transmitted infections $50,000.00
Oklahoma Lawyers for Children Oklahoma City Volunteer Coordinator Program and Development Program $30,000.00
NAIC-Norman Addiction Information & Counseling Norman Technology updates
$7,600.00
Oklahoma Project Woman, Inc. Tulsa Breast healthcare for the uninsured $25,000.00
Neighborhood Alliance of OKC, Inc. Oklahoma City Training and assistance for neighborhood crime reduction and elimination $10,000.00
Oklahoma School of Science and Mathematics Foundation Oklahoma City 2017 Sarkeys Summer Math Institute for Oklahoma middle school math teachers $35,000.00
Neighborhood Services Organization Oklahoma City General operating support $25,000.00
Okmulgee County Homeless Shelter, Inc. Okmulgee General operating support $20,000.00
NewView Oklahoma City
One True Light, Inc. Duncan Spokes for Hope Program
Mabee-Gerrer Museum of Art, Inc. Shawnee Scholarships for art education
Home for Hope Capital Campaign $50,000.00
Northwest Oklahoma Literacy Council Woodward ESL teachers, materials, and student incentives
$5,500.00
$5,500.00
Operation Christians Assisting Resourcing Encougaging Ministries Altus Direct assistance for clients $20,000.00
OKC Metro Alliance Oklahoma City Bunk beds $25,000.00
Opportunities Industrialization Center of Oklahoma County Oklahoma City Diploma Prep 24/7™ $16,600.00
Oklahoma Arts Institute Oklahoma City Scholarships for rural-area public school educators to attend the 2017 Oklahoma Fall Arts Institute $20,000.00
Pets Helping People, Inc. Tulsa Dog grooming tool kits for Muddy Paws Pet Grooming Certification graduates $10,000.00
Oklahoma Center for Nonprofits Oklahoma City Nonprofit Executive of the Year Award Vision Banquet
Ponca City Welfare Society Inc. Ponca City New roof $50,000.00
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$5,000.00
Positive Tomorrows Community Board, Inc. Oklahoma City Capital campaign
$100,000.00
Rebuilding Together Oklahoma City, Inc. Oklahoma City Personnel costs $20,000.00
Teen Court Lawton
Remerge Of Oklahoma County, Inc. Oklahoma City General operating support $30,000.00 Resonance Listening and Growth for Women Tulsa Case Manager’s salary $30,000.00
Teen Recovery Solutions, Inc. Oklahoma City Scholarships $40,000.00 The Bridges Foundation Tulsa Kitchen expansion for the Barkery $10,000.00
Retired Senior Volunteer Program of Central Oklahoma Oklahoma City Provide-A-Ride Program $10,000.00
The Center for Individuals with Physical Challenges, Ltd. Tulsa Scholarships $15,000.00
Rise Program, Inc. Piedmont Dispensary, demo, and training supplies for cosmetology vocational program $10,000.00
The Homeless Alliance Oklahoma City Operating support for the Westtown Day Shelter
$25,000.00
The Tristesse Healing Hearts Grief Center, Inc. Tulsa Scholarship program
$25,000.00
Rogers County Literacy Council Claremore Expenses associated with expanding the number of classes $15,000.00
Delinquency Prevention Program
Skyline Urban Ministry, Inc. Oklahoma City Kitchen and dining room renovation
$10,000.00
Sooners Helping Sooners, Inc. Norman Education, training, travel, lodging for clients
$20,000.00
The Urban Mission, Inc. Oklahoma City Costs for delivery and distribution of food items Town and Country School Tulsa Sensory playground equipment and LEGO STEM software Tulsa Advocates for the Rights of Citizens with Developmental Disabilities Tulsa Family Support Program Tulsa County Medical Society Foundation Tulsa General operating support Tulsa Day Center for the Homeless, Inc. Tulsa Nurses Clinic’s Immunization/Vaccine Program Upward Transitions Oklahoma City Direct client assistance William W. Barnes Children’s Advocacy Center Claremore Mental health treatment for victims of child abuse Young Women’s Christian Association of Oklahoma City Oklahoma City Funding for Child Advocate
Special Care Oklahoma City
$40,000.00
Youth Services for Oklahoma County Oklahoma City General operating support
Rogers State University Foundation Claremore Scholarships for nursing students $25,000.00 Rose State College Foundation Midwest City President Leadership Scholarships $25,000.00 Safenet Services, Inc. Claremore Development Specialist position $30,000.00 San Miguel School Of Tulsa, Inc. Tulsa Literacy Program $15,000.00 Science Museum Oklahoma Oklahoma City Scholarships for Oklahoma Title I schools $10,000.00 Sharing Tree Oklahoma City
Classroom Connection - School Uniform Program $10,000.00
Scholarships
$5,000.00
$25,000.00
$17,040.00 $15,000.00 $12,000.00 $20,819.00 $12,500.00 $4,000.00 $30,000.00 $25,000.00
Stand In The Gap, Inc. Tulsa Program Support for Women in Transition, Life Launch, and SITG for Widows $25,000.00 Street School Tulsa
Therapeutic counseling services $25,000.00
sarkeys foundation annual report 2017
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grants and guidelines 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.
n Grants to individuals; n Responsibility for permanent financing of a program; n Programs whose ultimate intent is to be profit making; n Start-up funding for new organizations; n Feasibility studies; n Grants which trigger expenditure responsibility by Sarkeys Foundation; n Direct support to government agencies; n 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 n Religious institutions and their subsidiaries.
VI. Letters of Inquiry
IV. Response to Inquiries
A response to each request or inquiry will be made by the Foundation within a reasonable time.
Organizations are required to submit a Letter of Inquiry to determine whether they meet the criteria and priorities for funding via email. 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.
V. Proposals
Deadlines for letters to be received at Sarkeys are:
The Trustees accept proposals and applications from qualified charitable institutions. To qualify, a 501(c)(3) agency must be headquartered and provide services in Oklahoma. 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 Purchase of vehicles;
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l l
5:00 pm, June 1, 2018 for the August 1, 2018 grant deadline. OR 5:00 pm, December 1, 2018 for the February 1, 2019 grant deadline
Successful applicants will be notified two weeks after the Letter of Inquiry 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
Successful applicants will be notified two weeks after the Letter of Intent deadilind and will be given information to complete an online application. Sarkeys accepts proposals through an online process at www.sarkeys.org. Sarkeys Foundation does not accept faxed or e-mailed proposals. Below are the primary components of the application: l Executive Summary l Financial and Endowment Template l Board Template 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, l Outstanding Requests and Other Potential Sources of Funding l Audit required for organizations with assets in excess of $500,000. l Management letter stating no material weakness
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
The application must be completed online by setting up an account at www.sarkeys.org. For any questions, problems, or concerns contact a program officer for assistance.
www.sarkeys.org
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 of 2019 but planning is already underway to find the best keynote and breakout speakers. You can read more about 2017’s event on page 14.
Research Library
The Sarkeys Foundation Research Library, adjacent to the meeting room, offers fundraising directories, board development
information, and materials on a variety of management and governance issues. The library is available during business hours by appointment.
2017 grants by dollars awarded arts and culture 9% civic and community 4% education 24% food, nutrition, agricuture 3% health & human services 34% housing/shelter 8% jobs/employment 1% medical research 8% mental health, crisis intervention 2% youth development 5% other 1%
Sarkeys Meeting Room
The Sarkeys Meeting Room 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 Meeting Room 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.
sarkeys foundation annual report 2017
21
statements of financial position
November 30, 2017 and 2016 2017
Assets
2016
Cash and cash equivalents $ 1,273,659 $ 1,274,165 Interest and dividends receivable 54,423 48,966 Federal excise taxes receivable 2,908 2,217 Investments 107,361,612 97,307,402 Property and equipment, net 1,791,752 1,860,831 Other 21,691 19,348 Total assets
$ 110,506,045
$ 100,512,929
Liabilities and Net Assets
Liabilities: Accounts payable and accrued expenses $ 73,017 $ Deferred federal excise taxes 242,412 Grants payable 1,717,500
74,353 139,770 2,290,000
Total liabilities
2,504,123
Unrestricted net assets Total liabilities and net assets
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2,032,929
108,473,116
$ 110,506,045
98,008,806
$ 100,512,929
statements of activities
November 30, 2017 and 2016 2017
Revenues and Gains Investment return Grant Returned Other
$
Total revenues and gains
$
15,633,197
Expenses
Grants awarded Educational programs Professional fees Investment fees Trustee fees Employee costs Depreciation and other property costs Federal excise taxes Other
15,336,605 200,000 96,592
2016
3,733,163 14,794 763,983 4,511,940
3,251,349 169,154 90,827 276,440 127,000 793,751 131,297 162,451 166,618
3,176,706 28,452 121,024 255,084 134,400 780,536 132,466 85,474 133,295
5,168,887
4,847,437
Increase (decrease) in unrestricted net assets
10,464,310
(335,497)
Unrestricted net assets, beginning of year
98,008,806
98,344,303
Total expenses
Unrestricted net assets, end of year
$
108,473,116
$
98,008,806
sarkeys foundation annual report 2017
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2017 board of trustees
President Dan Little
Teresa Adwan
Elizabeth Base
Dr. John Bell
Joseph Morris
Terry West
Blake Virgin
The Hon. Kris Steele
sarkeys foundation staff
Kim Henry Susan Frantz Executive Director Senior Program Officer
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Linda English Weeks Natalie Carns Senior Program Program Officer Officer and General Counsel
Lori Sutton Executive Assistant and Facilities Manager
Angela Holladay Director of Grants Management
Janice White Receptionist and Events Manager
SARKEYS FOUNDATION
530 East Main St. Norman, OK 73071 405-364-3703 (Office) 405-364-8191 (Fax) www.sarkeys.org