Sarkeys Foundation Annual Report
2021
Improving the Quality of Life in Oklahoma
Sarkeys Annual Report
2021
Contents
Leadership
Outreach
2
Executive Director’s Message
14
By the Numbers
3
President’s Message
16
Grants Awarded
20
Grants and Guidelines
Grants at Work
21
Resources
4
Texoma Autism & Behavior Intervention School - Ardmore
22
Financials
6
McCall’s Chapel School - Ada
8
Love Works - Norman
10
Sisu Youth Services - Oklahoma City
12
Home Integration - Shawnee
The Sarkeys Foundation Annual Report is a publication of Sarkeys Foundation.
People 24
Board of Trustees
24
Staff
Publication Staff Executive Editors: Kim Henry Natalie Espinosa Carns Graphic Design: Teresa Dotson, Acme Design Works
1
Grants at Work
A Message from Kim Henry
Executive Director
I
n 2021, America continued to face unprecedented challenges. The last two years have demonstrated more clearly than ever that Oklahomans are resilient.
I am proud to say that Sarkeys Foundation has emerged stronger and remains even more committed to helping Oklahoma communities at a time when the need is at its peak. The pandemic really shined a light on nonprofits throughout the state. I have seen organizations use these challenges as an opportunity to take care of one another, to adapt to and embrace these changing times, and to bring about lasting change for the people they serve. Although we are in awe of the strength and resilience of nonprofit staff during the ongoing pandemic, we are also aware that the intensified burden is not sustainable. In 2021, Sarkeys Foundation worked with consultants to help with specific nonprofit organizations whose staff were struggling with fatigue, burnout, and stress. Nonprofit employees were already dealing with this well before the pandemic, and the impact of continuous trauma day-to-day is very real. Protecting emotional and mental strain during this time is critical. Our consultants gave access to stress management resources and empowered organizations to seek the
2
support they need on an individual level. We hope to help staff prioritize their wellbeing. 2021 also marked the year that long-time senior program officer, Susan Frantz, retired. Susan brought so much history to the organization and was a champion, advocate, and friend to many nonprofits in the state. She was a vital part of the Sarkeys mission, and I am so grateful for her 31 years of service. I have never been more honored to lead Sarkeys Foundation. I hope you will be heartened by reading about the remarkable organizations and the impact that they have made in the lives of Oklahomans across the state during these unparalleled times.
A Message from Elizabeth Base
Board President
A
s the Sarkeys Foundation is responsible for statewide support to many Oklahoma nonprofits, we take stewardship of our funds seriously. The nonprofits have been especially challenged during these last few years, and their resilience in these tough times inspire the work we do at the Foundation. Since its founding in 1962, Sarkeys Foundation has awarded nearly $126 million to nonprofits in Oklahoma. Creativity during diversity and the willingness to adapt to change, has allowed the Foundation to stay focused on founder, S.J. Sarkeys’ vision to improve the quality of life in Oklahoma. We remain focused on the work accomplished by our grantees, and I am confident Mr. Sarkeys would be proud of the legacy he left behind. As you will read, the Sarkeys Foundation’s assets grew in strength and stability during the 2021 fiscal year, realizing unprecedented returns, increasing its corpus to nearly $130 million, and distributing $4.8 million to nonprofits across Oklahoma. The Foundation’s portfolio is in a great position, and we continue to diversify and manage the Foundation with a longterm perspective. Although we may face unprecedented challenges ahead, the
Foundation has fail-safe risk mitigation strategies that serve as an insurance policy against world pandemonium and will allow the Foundation to continue serving Oklahomans for the long haul. It has been an honor to serve as Board President for the Foundation. On behalf of the entire Sarkeys Foundation trustees and staff, I congratulate our nonprofits for the services they continue to provide despite another challenging year. I look forward to watching how the Foundation’s grants, combined with the hard work and dedication of the nonprofits, will continue to improve the lives of so many Oklahomans.
Sarkeys Annual Report
2021
3
Grants at Work TABI School makes every effort to keep the student to staff ratio at no more than 3:1.
Texoma Autism & Behavioral Intervention SchoolArdmore
T
exoma Autism & Behavioral Intervention School (TABI) serves students on the autism spectrum, ages PreK-8th grade, who cannot meet behavioral requirements at public school. This unique population of students can be quite challenging and require intensive interaction and direct instruction.
TABI School makes every effort to keep the student to staff ratio at no more than 3:1. This enables the school to meet the individual academic and behavioral needs of the students. Each classroom has aminimum of one Registered Behavior Technician (RBT) and a number of support staff to make sure the maladaptive behaviors can be shaped in a therapeutically appropriate method. The RBT, as well as the other classroom staff, works side by side with an educational consultant and a Board-Certified Behavior Analyst (BCBA) to ensure that each child has an individual course of action to make improvement in communication and life skills. This team of experts will also return to and focus on any foundational gapsthat have occurred in public school.
4
The goal is to prepare students for “school readiness” and have students successfully return back to their public school after discovering the function of their behavior and implementing successful interventions. However, there will always be children who remain at TABI for an indefinite period of time due to the inability of the local schools to meet their needs. As students transition back to their home schools or to a new school altogether, transitional support is provided to the student, family, and teacher to ensure success throughout the process. Parents and caregivers actively receive training on various aspects of autism and how to shape behaviors at home so that the overall quality of life for the family can be improved.
Sarkeys Annual Report
2021
In 2021, Sarkeys Foundation awarded $32,000 to Texoma Autism & Behavioral Intervention School toward scholarships. The funds helped ensure long-term success for all children by supporting families who cannot afford the tuition for TABI and are already financially stressed with providing for a child with special needs.
5
Sarkeys Foundation was one of the early benefactors of McCall’s Chapel School’s Odyssey Vocational Workshop project, continuing a lengthy history of assistance to the vulnerable population served by McCall’s.
6
Sarkeys Annual Report
2021
Grants at Work
McCall’s Chapel School
Ada
M
cCall’s Chapel School was founded by Mrs. Phala Bost in 1954 to accommodate the special needs of four children.
The mission was to provide a safe, nurturing environment where children could acquire sufficient life, social, and vocational skills to facilitate their enjoyment of rich, self determined, and fulfilling lives. By 1968, the number of individuals receiving services from McCall’s had grown to 46 children and adult clients. In 1970, McCall’s continued expansion by purchasing a 196 acre property adjacent to Ada, Oklahoma, to serve as the location for a modern,
state-of-the-art residential facility for the constantly growing number of individuals seeking high-quality support. Today, McCall’s serves 301 adults with intellectual disabilities, including 148 clients that live on the main campus and 153 that live in the greater Ada and Oklahoma City Areas. In 2021, Sarkeys Foundation awarded McCall’s Chapel School a grant of $50,000 toward renovations of the Odyssey Sheltered Workshop, which delivers educational and occupational benefits to 148 individuals with intellectual and developmental disabilities in Oklahoma. The Odyssey building also houses a geriatirc program, two rooms for counseling, an infirmary with medical supplies storage, a sensory stimulation room, and a break area with a kitchen.
A 12-month, seven-figure renovation of McCall’s Chapel School’s Odyssey Vocational Workshop was completed in December 2021.
7
Grants at Work
87% of students say that Loveworks has helped improve their public speaking skills.
Loveworks
Norman
8
"I'm an overall better person because of the opportunities Loveworks provided for me to overcome my stage fright, lead others, and pursue my dreams. I found a second home at Loveworks." - Baylor, 8th grade
I
n 2011, Loveworks Leadership was founded in Norman, Oklahoma with the vision to create an innovative and experiential leadership program for middle school students. At the time, the target population (11-14 years old) did not have this type of programming available to them in Norman or the surrounding areas. From Loveworks’ inception, their programs have focused on developing leadership, character, and competence through team-based projects in connection with local professionals spanning many career fields. The program model has since expanded to focus on youth entrepreneurship with a variety of opportunities that empower students to learn real-world business skills. Through the past ten years, Loveworks has had the opportunity to reach more than 12,000 students from a wide range of socioeconomic and cultural backgrounds in Norman, Oklahoma City, Tulsa, Ponca City, and outside of Oklahoma via digital reach.
In 2021, Sarkeys awarded Loveworks $35,000. Sarkeys’ dollars helped Loveworks continue to provide opportunities for students to discover their passion and live their dreams, with $20,000 going towards general operations and $15,000 towards the Business Boot Up Program, the first program for youth entrepreneurs in Oklahoma. Students are able to connect with specific industries and career-oriented fields to ensure a solid foundation for not just themselves, but for the success of all of Oklahoma as well.
Sarkeys Annual Report
2021
9
Sisu Youth Service’s programming works to move youth out of homelessness and empowers them to create the lives they desire as they transition into adulthood.
Sisu Youth Services
F
Oklahoma City
ounded in 2010, Sisu Youth Services began with the goal of offering resources to transition-aged youth experiencing housing instability. The dedication and generosity of Sisu’s community partners transformed the organization into what it is today: a low-barrier, identity-affirming, emergency overnight shelter and drop-in resource hub for unhoused and at-risk youth across Oklahoma City.
Sisu Youth Services operates with the mission of ensuring that youth experiencing homelessness have a safe place to sleep, the security to dream, and the support to make a positive impact on the world. Sisu works toward this mission through four main programs: an overnight emergency shelter, a drop-in resource center, individualized case management, and a transitional living program. Sisu’s emergency shelter houses sixteen youths each night. The drop-in resource center is open six days a week and offers youth access to showers, laundry, a hot meal, a clothing closet, a food pantry, and allows them to connect with other resources and service providers in the community. Sisu’s newest program is their Transitional Living Program, which will move youth out of the shelter and into an apartment where they will learn the skills necessary for independent living. Exceeding the space currently available, Sisu purchased a building
10
to create a larger shelter for 20 youth and have a drop-in center where community partners can provide additional support on-site. Young people will have access to case management to help them overcome barriers with identity documents,
mental and physical health, education, housing, food insecurity, employment, and social interaction. In 2021, Sarkeys awarded Sisu a $250,000 grant that went toward the renovation of their new shelter.
Grants at Work
Sarkeys Annual Report
2021
In 2021, Sarkeys Foundation awarded Sisu a $250,000 grant that went toward the renovation of their new shelter.
11
Grants at Work In 2021, Sarkeys Foundation awarded Home Integration, Inc. a $1,000,000 grant toward the new Lindsey Campus.
Home Integration, Inc. was established in 1990 as a supported living agency.
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Sarkeys Annual Report
2021
Home Integration, Inc.
Shawnee
H
ome Integration’s beginnings came in 1965, when Father Paul Zahler, OSB, Ph.D., began a swimming program for children with developmental delays at St. Gregory’s College in Shawnee.
In 1972, Fr. Paul founded the National Institute on Development Delays and began his unique Experience Quotient curriculum for the treatment of individuals with intellectual and developmental disabilities. In the same year, Fr. Paul also began Camp Benedictine, which has served more than 40,000 campers with disabilities and provided respite care for their families on a monthly basis. In 1974, a Child Development Center was founded, where 8,000 children have reached their optimum potential. Home Integration, Inc., was established in 1990 as a supported living agency, providing care to dozens of individuals around the clock, 365 days a year. Ultimately, all of the operations nurtured by Fr. Paul came under the Home Integration umbrella. Home Integration has quietly and effectively provided the highest-quality, science-based services to children and adults with developmental delays, regardless of their ability to pay, for more than 50 years. From its inception, Home Integration’s operations were housed in a 65,000 square foot facility at St. Gregory’s University. However, the university recently experienced an unexpected bankruptcy, and the campus was sold. Sadly, Home Integration lost its headquarters.
In 2021, Sarkeys Foundation awarded Home Integration a $1,000,000 grant toward the new Lindsay Campus. This is a $10 million project to be built on 40 acres of donated land in Shawnee. The new building will allow Home Integration to continue its critical programs and expand to serve hundreds more children and families.
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Outreach
By the Numbers - 2021 In 2021 Sarkeys Foundation awarded over
$4.8 million to 94 nonprofits Since its founding Sarkeys Foundation has invested over
$126 million in Oklahoma
$130 million in assets
Nearly managed by Sarkeys Foundation
About Sarkeys Foundation
Mission: Sarkeys Foundation’s mission is direct and simple – to improve the quality of life in Oklahoma. Who: Sarkeys Foundation was established as a charitable foundation by Mr. S.J. Sarkeys in 1962 with a gift of 2,750 shares of Sarkeys Inc. stock and various properties, worth about $10,000.
S. J. Sarkeys
14
What: Governed by a dedicated Board of Trustees, the foundation that bears S.J. Sarkeys' name is deeply committed to furthering his vision to improve the quality of life in Oklahoma. With assets of approximately $130 million, Sarkeys Foundation provides grants to a diverse group of nonprofit organizations and institutions in Oklahoma.
Total Assets $140,000.00 $120,000.00
$0.00
$129,937,913.00
$20,000.00
$118,801,447.00
$40,000.00
$108,935,788.00
$60,000.00
$105,630,360.00
$80,000.00
$110,506,045.00
$100,000.00
2017
2018
2019
2020
2021
2021 Grants by Dollars Awarded
Health & Human Services $1,912,500.00 Children’s Services $655,000.00
2.9%
Education $625,486.00
13.7%
Mental Health, Crisis Intervention $579,500.00
13.1% 12.1%
Health - General and Rehabilitative $500,000.00
4.1%
Food, Nutrition, Agriculture $193,000.00
3.1%
10.5%
Housing/Shelter Youth Development $150,000.00
40.0%
Youth Development $140,000.00 Arts, Culture, Humanities $20,000.00
0.4%
15
Grants Awarded Grantee Name
City
Project Title
Amount
American Indian Cultural Oklahoma City Center Foundation
First Americans Museum 2021 Pre-Opening Ceremonies
$
10,000.00
Anna's House Foundation
Edmond
Foster Care Program
$
25,000.00
Boys and Girls Club of Oklahoma County, Inc.
Oklahoma City
COVID-19 Recovery Plan for Kids
$
30,000.00
Bridges, Inc.
Norman
Youth Employment Program (YEP)
$
42,000.00
Calm Waters Center for Children and Families
Oklahoma City
FREE Support Group Program
$
30,000.00
Casa of Northeast Oklahoma, Inc. Claremore
Targeted Recruitment and Training of Volunteers
$
15,000.00
CASA of Oklahoma County, Inc. Oklahoma City
Continued Volunteer Expansion
$
20,000.00
Catholic Charities of the Archdiocese Oklahoma City of Oklahoma City, Inc.
Northwestern Oklahoma Collaborative Services Program
$
20,000.00
Catholic Charities of the Tulsa Diocese of Tulsa
Love Changing Lives through Rural Outreach
$
20,000.00
Oklahoma City
Cavett Kids Foundation Oklahoma City 2022 Camp Support $ 25,000.00 Center for Children and Families, Inc. Norman Healing and Preventing Child Abuse and $ 30,000.00 Neglect through Counseling Services Center for Creative Living Corporation
Lawton
Senior Health & Wellness Program
$
20,000.00
Center of Family Love
Okarche
General Operating Support
$
50,000.00
Central Oklahoma Camp and Conference Center, Inc.
Guthrie
Make Promises Happen Support
$
15,000.00
Christian Helping Hands of Comanche, Inc.
Comanche
Heather's Hope Duplex Housing
$
40,000.00
Citizens Advisory Board of the Norman Cleveland County Child Welfare System
Executive Director Position
$
25,000.00
City Care
Homeless Services Program
$
25,000.00
City Rescue Mission Oklahoma City
Culinary Vocational Program and the Rise Cafe
$
50,000.00
Clarehouse
End-of-Life Care Program
$
25,000.00
Community Action Project of Tulsa Tulsa County
Training and Technical Assistance for $ Oklahoma Child Care Providers in Rural Communities
25,000.00
Community Childrens Shelter and Family Service Center, Inc.
Capital Campaign: New campus
$ 100,000.00
Domestic Violence Shelter Operational Support
$
Oklahoma City
Tulsa
Ardmore
Community Crisis Center, Inc. Miami
16
10,000.00
Outreach Community Health Centers, Inc. Midwest City
New Northeast Oklahoma City Health Campus
$ 100,000.00
Compassionate Hands Yukon Care-A-Vans fuel and maintenance Cookson Hills Christian School Kansas General Operating Support
$
10,000.00
$
25,000.00
DaySpring Villa Women and Sand Springs Children’s Shelter, Inc.
Providing support and a safe escape $ from domestic violence and sex trafficking
50,000.00
The Education and Employment Ministry, Inc.
Oklahoma City
Digital Communications Coordinator
$
54,000.00
Food and Shelter
Norman
Food and Resource Center
$ 150,000.00
Gabriel's House, Inc. Duncan
Scholarship/Forgiveness Program and New freezer
$
Gateway to Prevention and Recovery
Expect Hope Campaign
$ 500,000.00
Girl Scouts - Western Oklahoma, Inc. Oklahoma City
Re-engaging OKC Public School Middle School Girl Scout Troops
$
25,000.00
Good Shepherd Ministries of Oklahoma Oklahoma City
New U-Arm X-ray machine
$
25,000.00
Halo Project
10-Week Intensive Core Program
$
10,000.00
Health Alliance for the Uninsured, Inc. Oklahoma City
Healthcare Navigation, Medication $ Assistance, Medicaid Enrollment, and Specialty Referral Services for Low Income, Uninsured Oklahomans
25,000.00
Healthy Schools OK, Inc. Del City
Healthy Schools Oklahoma: Healthy Bodies, Healthy Minds
$
15,000.00
Hearts For Hearing
Oklahoma City
Audiology Equipment Replacement Plan
$
30,000.00
HIV Resource Consortium, Inc. (DBA Tulsa CARES)
Tulsa
Nutrition Program
$
15,000.00
Home Integration, Inc.
Shawnee
Lindsey Campus Capital Construction
$1,000,000.00
Home of Hope, Inc.
Vinita
General Operating Support
$
28,000.00
Hopehouse Supportive And Transitional Living, Inc.
Oklahoma City
HopeFORWARD
$
50,000.00
Jesus House
Oklahoma City
Life Transformation Program
$
25,000.00
Jubilee Partners Association
Oklahoma City
Jubilee Academy
$
15,000.00
Junior Achievement of Oklahoma
Tulsa
Oklahoma Rural Program Support
$
10,000.00
KIPP Tulsa Academy College Tulsa Preparatory, Inc.
KTUP High School Enrichment and Building Improvement
$
25,000.00
Knights of Columbus Building Oklahoma City Corporation of Oklahoma City
Wheelchairs for Youth Adaptive Sports
$
20,000.00
Leadership Oklahoma
Youth Leadership Oklahoma Class 21
$
5,000.00
Shawnee
Oklahoma City
Oklahoma City
15,000.00
continued on page 18
17
Grantee Name
City
Project Title
Legacy Parenting Center
Shawnee
Parent Education Program Enhancements $
22,000.00
Legal Aid Services of Oklahoma
Oklahoma City
Cleveland County Court Navigator
$
30,000.00
Light of Hope, Inc. Claremore
Expanding access to recovery programs for Northeast Oklahoma Citizens
$
15,000.00
Loveworks Outreach, Inc.
General Operations and Business Boot Up $
35,000.00
Marland Children's Home, Inc. Ponca City
Operations Support for Expanding Foster Programs
$
25,000.00
Mary Abbott Children's House
Norman
Medical Program
$
50,000.00
McCall's Chapel School
Ada
Odyssey Workshop Renovation
$
50,000.00
Mental Health Association Oklahoma Oklahoma City
Mental Health Programs and Services in Central Oklahoma
$
100,000.00
Metropolitan Better Living Center, Inc.
Oklahoma City
Client Transportation Program
$
20,000.00
Neighborhood Alliance of OKC, Inc.
Oklahoma City
Crime Free Neighborhoods
$
10,000.00
Neighborhood Housing Services/Oklahoma City
Oklahoma City
General Operating Support
$
10,000.00
Oklahoma City Community College Oklahoma City Foundation
Students Connecting with Mentors for for Success (SCMS)
$
15,000.00
Oklahoma City Family Justice Center, Inc.
Oklahoma City
General Operating Support
$
25,000.00
Oklahoma Contemporary Arts Center, Inc.
Oklahoma City
Title I School Group Visits
$
10,000.00
(OK-LEAD) 2022 & Project ALL 2022
$
25,000.00
2022 Sarkeys Summer Math Teachers Institute
$
35,000.00
Oklahoma School of Science and Oklahoma City Endowment Mathematics
$
257,486.00
Oklahoma State University Foundation Stillwater
OSU Center for Health Sciences Project ECHO
$
100,000.00
Okmulgee County Homeless Shelter, Inc. Okmulgee
General Operating Support
$
20,000.00
One True Light, Inc.
Spokes For Hope Summer Feeding Program $
8,500.00
Norman
Oklahoma Institute for Child Advocacy Oklahoma City Oklahoma School of Science and Oklahoma City Mathematics Foundation
Duncan
Amount
Operation Christians Assisting Altus Resourcing Encouraging Ministries
Program and Operational Support
$
20,000.00
Philos Hospitality, Inc.
General Operating Support
$
35,000.00
Pioneer Library System Foundation Norman
Oklahoma Nature Observation and Learning Spaces - The Reading Grove
$
15,000.00
Positive Tomorrows Oklahoma City Community Board, Inc.
Access to Education through Classroom Expansion
$
50,000.00
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Tulsa
Rebuilding Together Oklahoma City, Inc. Oklahoma City
Safe & Healthy Housing
$
30,000.00
Revitalize T-Town Tulsa
Roof Replacement for Low-income Homeowners
$
25,000.00
Safenet Services, Inc.
Administrative Assistant
$
34,500.00
San Miguel School Of Tulsa, Inc. Tulsa
Providing the Necessary Supplies for Student Success
$
15,000.00
Sisu Youth, Inc.
SAFE House Capital Campaign
$ 250,000.00
Sprouts Child Development Tulsa Initiative, Inc.
Developmental/Behavioral Pediatric Clinic Expansion
$
30,000.00
Street School Tulsa
Alternative Education and Therapeutic Counseling Program
$
25,000.00
Texoma Autism And Behavior Intervention School
Original Student Scholarship Fund
$
32,000.00
General Operating Support
$
15,000.00
The Dragonfly Home Oklahoma City Human Trafficking Transition Home The Virtue Center Norman Building Hope, Connection and Community Capital Campaign
$
25,000.00
To By For Kids Foundation (DBA Oklahoma Cleats for Kids)
Oklahoma City
Equip Oklahoma - Rural Program
$
10,000.00
Town and Country School
Tulsa
Outdoor Classroom Program
$
20,000.00
Tulsa Boys' Home
Sand Springs
Education Program
$
50,000.00
Tulsa Community Foundation Tulsa
A Healthier Oklahoma: Maximizing Medicaid Participation
$
30,000.00
Tulsa Lawyers for Children, Inc. Tulsa
Legal Representation of Abused and Neglected Children
$
10,000.00
United Way of Northwest Oklahoma
Discretionary Grant
$
500.00
University of Science and Arts of Chickasha Oklahoma Foundation
Support for Peer Mentors in USAO Program for Students with ASD
$
20,000.00
University of Tulsa
Tulsa
In Memory of Judge Joseph W. Morris
$
1,000.00
Upward Transitions
Oklahoma City
Community Outreach Program
$
15,000.00
Washington County Elder Care Bartlesville
Improvements to the W.R. Bohon Senior Health Clinic
$
25,000.00
Wings, Special Needs Community, Inc.
Wings Serves OK Program
$
5,000.00
Young Women's Christian Association Tulsa of Tulsa
Program Support for Immigrant and Refugee Services
$
10,000.00
Youth & Family Services of El Reno, Inc. El Reno
Uniting our Families Foster Care Program
$
50,000.00
Claremore
Oklahoma City
Ardmore
The Center for Individuals with Physical Tulsa Challenges, Ltd.
Enid
Edmond
$ 250,000.00
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Outreach
Grant 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.
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 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: n Local programs appropriately financed within the community; n Direct mail solicitations and annual campaigns; n Out of state institutions; n Hospitals; n Purchase of vehicles; 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
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.
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The Letter of Inquiry is a fillable form, accessible via the website at www.sarkeys.org. Deadlines for letters to be received at Sarkeys are: n 5:00 pm, Wednesday, June 1, 2022 for the August 1, 2022 grant deadline. OR n 5:00 pm, Thursday, December 1, 2022 for the February 1, 2023 grant deadline. Successful applicants will be notified approximately two weeks after the Letter of Inquiry deadline and will receive information to complete an online application. There are no exceptions made for applications or parts of applications submitted after the deadline. The Letter of Inquiry will require the following information: n Organization Name n Contact Name, Address, Email and Phone Number n Description of the Organization n Description of the Project n Requested Amount n Total Project Cost n 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 and expended.
VIII. Content of Proposals
Successful applicants will be notified two weeks after the Letter of Inquiry deadline 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: n Executive Summary n Financial and Endowment Template n Board Template n Description of the Organization n Description of the Project n Collaborative Efforts in Your Community n Line-item Budget for the Request n List of Secured Funds and Pledges, Outstanding Requests and Other Potential Sources of Funding n Audit required for organizations with assets in excess of $500,000. n Management letter from the auditor stating that no material weaknesses were discovered.
IX. Challenge Grants
The Board, at its discretion, may determine to award a grant contingent upon certain conditions and/or the fulfillment of an institution’s additional fundraising obligation for the project in question within a specified time period.
X. Proposal Format
The Letter of Inquiry and the grant application must be completed online. If you encounter any difficulties or have questions, please contact the Foundation directly for assistance.
Outreach
Resources
I
t’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.
professional development
mission
Outreach and Education
facilities
opportunities Sarkeys Meeting Room
T
he 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.
Research Library
Sarkeys Southwest Regional Leadership Forum
E
very other year Sarkeys hosts the Southwest Regional Leadership Forum for nonprofit professionals and volunteers from Oklahoma and the region. The Forum is Sarkeys’ premier nonprofit educational event. Because of the pandemic, the 2021 Forum was postponed but plans to move forward are already underway.
T
he 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.
The Forum is scheduled for November 6th & 7th, 2023.
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Outreach
Statements of Financial Position Years Ended November 30, 2021 and 2020
2021
2020
Assets Cash and cash equivalents Interest and dividends receivable Federal excise taxes receivable Investments Property and equipment, net Other
$ 1,720,531 25,057 57,230 126,540,229 1,548,866 46,000
$
Total assets
$129,937,913
$ 118,801,477
$
$
Liabilities and Net Assets Liabilities: Accounts payable and accrued liabilities Deferred federal excise taxes Grants payable Total liabilities Net assets without donor restrictions Total liabilities and net assets
34,980 340,929 2,875,000 2,528,400 126,687,004
$129,937,913
Sarkeys Annual Report
2021
22
3,328,387 30,073 29,684 113,821,640 1,585,693 6,000
49,404 231,096 2,247,900 2,673,374 116,273,077
$118,801,477
Outreach
Statements of Activities Years Ended November 30, 2021 and 2020
2021
2020
Revenues and Gains Net investment return $ 16,626,790 $ 14,322,337 Grant returned 12,666 Other 19,924 61,504 Total revenues and gains 16,659,380
14,383,841
Expenses Program services: Grant making: Grants awarded 4,839,986 2,858,330 Employee costs 617,395 634,472
Total grant making 5,457,381 3,492,802 Educational programs
-
140
Total program services 5,457,381 3,492,942 Supporting services: Professional fees Trustee fees Employee costs Depreciation and other property costs Federal excise taxes Other
100,323 78,841 96,000 100,000 205,799 211,491 103,749 133,699 186,459 192,942 95,742 163,263
Total supporting services 788,072 880,236 Total expenses 6,245,453 4,373,178 Increase in net assets without donor restrictions 10,413,927 10,010,663 Net assets without donor restrictions, beginning of year 116,273,077
106,262,414
Net assets without donor restrictions, end of year $126,687,004
$ 116,273,077
23
People Sarkeys Annual Report
2021
2021 Board of Trustees
President Elizabeth Base
Teresa Adwan
Dr. John Bell
Terry West
Marilyn Morris
Sarkeys Foundation Staff
Kim Henry Executive Director
24
Linda English Weeks Senior Officer and General Counsel
Natalie Espinosa Carns Program Officer
Laynie Gottsch Program Officer
Lori Sutton Executive Assistant Facilities Manager
Angela Holladay Director of Grants Management
Janice White Receptionist and Events Manager
Dan Little
In Memory of Judge Joseph Morris 1922 - 2021
J
udge Joseph Morris was a friend, mentor, and lifetime Trustee to Sarkeys Foundation for nearly 30 years. During that time, Judge Morris helped award 103 million dollars to nonprofits across Oklahoma.
SARKEYS FOUNDATION
530 East Main St. Norman, OK 73071 405-364-3703 (Office) 405-364-8191 (Fax) www.sarkeys.org
