sarkeys report '10 final

caring

generous

beautiful

nurturing

thoughtful

SARKEYS FOUNDATION

ANNUAL REPORT

2009

After serving as a trustee of Sarkeys Foundation for six years, it is now my privilege

to serve as executive director. I believe our foundation will continue to make an incredible difference in our state. It is truly an honor to see the strong legacy continue with leadership, hard work and vision. These same aspirations are found in nonprofits across our great state. The work they do and

all the good they accomplish inspire us. They are our champions. The relationships we have with them are vital to our success in fulfilling our mission. We are proud to highlight five highly effective organizations in this annual report. Their dedicated staff and volunteers make a difference every day. The grants we gave in 2009 covered areas of the state from Lawton to Miami and Enid to Idabel. These funds will help babies, children, teens, adults and elderly live their lives with higher quality. We work each day at Sarkeys to improve the quality of life in Oklahoma. Thanks to so many individuals and organizations, we are proud to say we do make life better.

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Kim HenryExecutive Director

Comments from Director and President

We know people across our state are facing challenging economic

times. The demand for services from nonprofits is growing and the role of a private foundation like Sarkeys becomes even more important. The financial landscape began to brighten during 2009, however we hope to see great improvement so we can continue to help more nonprofits meet their missions.

Our board is highly optimistic about our future success with the leadership of Kim Henry as our new executive director. Her commitment and passion to making Oklahoma a better place is one of the reasons we tapped her to lead Sarkeys. We know she and her team of professionals will continue to work closely with the board to ensure our resources are being managed effectively, and the funding and support we give to nonprofits provide benefits to as many Oklahomans as possible. It was an honor for me to serve as president of the board of trustees during 2009 and to continue the legacy of S. J. Sarkeys. I look forward to being part of Sarkeys Foundation and the great work we continue to do with nonprofits across Oklahoma.

Terry WestPresident

SARKEYS FOUNDATION

ANNUAL REPORT

2009

Annual Profiles Armed Services YMCA of Lawton 2

Iron Gate 4

Hearts for Hearing 6

New Leash on Life 8

The Oklahoma WONDERtorium 10

Outreach and Education 12

People

Board of Trustees 13

Staff 14

Grants Paid 15

Financials 18

Application Guidelines 20

The mission of Sarkeys Foundation is to improve the quality of life in Oklahoma

Publication StaffExecutive Editor: Diana Hartley

Graphic Designer: Teresa Dotson, Acme Design Works

Printer: Mercury Press, Okla. City

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

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carin

g ARMED SERVICES YMCA

OF LAWTON Since 1941 their mission has always been the same - serving the needs of Fort Sill soldiers. Early on they served the single soldiers through dances and social events as an Armed Services YMCA/USO. Today they cater to the needs

of junior enlisted families through

programs and services that make their

experience at Fort Sill an enjoyable

one.

A two-year grant of $50,000 per

We do not offer just daycare facilities but

learning experiences.

year provides childcare assistance for

military personnel. Eighty percent of

today’s soldiers stationed at Ft. Sill

are parents of young children. These

vulnerable families facing challenging

life transitions also face financial

struggles. Scholarships for childcare

are one way to alleviate the stress

and provide a badly needed support

service.

This two star center offers a warm

environment and caring staff from 7

a.m. to 6 p.m. Monday through Friday.

The Armed Services YMCA Lawton Fort Sill stands

ready to respond to the needs of military service

members and their families.

Not only are they a full-time center,

they also welcome children on an

hourly basis. If Mom needs a break

for a couple of hours, she can call for

a reservation and bring her child to a

place where

they are

nurtured

and

loved.

2009 Sarkeys Annual Report

5

IRON GATE

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gene

rous

Although Iron Gate has been housed in Trinity Episcopal Church since its inception, it has no religious affiliation and provides services to anyone in need. It began with the dedication and

hospitality of parishioners over two

decades ago. These volunteers made

sandwiches and began feeding all

hungry and homeless in the cloister

garden through the iron gate. The

word quickly spread among the hungry

that you could get a meal “at the Iron

Gate.”

A grant of $20,000 helped them

meet the increasing number of

people they are seeing because of the

economic factors facing our country.

They continue to set new records by

cooking more than 550 meals each

day on average compared to a year

ago when they were feeding about

275 people each day. They focus on

hospitality by calling the hungry that

come to them “guests.”

Unfortunately, Oklahoma has the

highest rate of people suffering from

food insecurity and hunger in the

nation. Twenty-five percent of homeless

are children and 22 percent are female

domestic

violence

victims.

We serve the disenfranchised of our

nation who are all too often forgotten and

overlooked.

Iron Gate provides food in a friendly environment

every day for the hungry and homeless of Tulsa

without discrimination.


We believe families should share and

tell stories which connect life’s favorite

moments.

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HEARTS FOR HEARING

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Children who are deaf or hard of hearing can learn to listen and talk - just like normal hearing kids. Adults with

hearing loss are experiencing renewed

hearing and connections with family

and friends. They provide the expertise,

services and programs for individuals

with hearing loss and their families to

listen for a lifetime.

A $62,000 grant for their pediatric

project provides state-of-the-art

hearing aids for newborns identified

with hearing loss. The inability of

parents to afford a $6,000 hearing

aid can prevent some children from

having the opportunity to learn to listen

and talk. With early hearing screening,

advances in technology, and auditory-

verbal therapy, deaf babies can keep

up with their peers and enter preschool

in mainstream classrooms.

From the very beginning, long

before they learn how to talk, babies

learn language by hearing it. Getting

the right help as soon as possible will

make an enormous difference

in a child’s success.

Hearts for Hearing is the place for

comprehensive hearing health care for

all ages.


We can keep making life better for the many

Oklahomans who need our programs and

the incredible dogs who serve them.

NEW LEASHON LIFEnu

rturin

g

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They train assistance dogs for people with disabilities so they can live more independently. Their

therapy dogs work in area hospitals,

nursing homes and schools, and they

give comfort to the elderly or ill. They

also train unwanted shelter dogs into

well-mannered companion dogs for

adoption through an inmate training

program at a local correctional facility.

These inmates’ lives are often turned

around by the very dogs they train for

adoption in the community.

The grant of $22,550 covers the

cost of training assistance dogs for

people with disabilities and provides

support for their assistance, inmate,

and therapy dog programs. There are

no other options or local resources

for people needing an assistance

dog in certain areas of Oklahoma.

The assistance dogs help clients

remain independent in their homes,

workplaces and communities. This

A New Leash on Life changes and improves

people’s lives by utilizing the special abilities of

dogs.


young nonprofit continues to grow and

enrich the quality of people’s lives by

developing the unique abilities of dogs

to respond to needs -- and connecting

their clients with just the right dog.

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THE OKLAHOMA WONDERTORIUM

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We have ambitious plans to further our

mission into a regionally -, and quite possibly,

nationally-known children’s museum.

thou

ghtfu

l

A group of parents, educators, community leaders, and child advocates did their research and found a need for educational and fun activities for children and families in the Stillwater area. They developed a plan to establish

a children’s museum. And in 2005,

The Oklahoma WONDERtorium, a

“museum without walls” launched its

pilot program. In less than five years,

they have engaged almost 17,000

children in school-year and summer

programs – without a building.

They received a two-year grant for

$59,624 for a new staff position to

coordinate these successful programs.

With this funding the executive director

is able to devote more time to raising

money for their capital campaign to

build their new museum with walls.

With plans to open in 2012, the

Oklahoma WONDERtorium hopes to

eventually serve more than 100,000

visitors each year. The facility will be

constructed on land purchased from the

City of Stillwater with proximity to downtown,

the public library, multi-arts center,

community center and Sherrar Museum.

The Oklahoma WONDERtorium inspires

curiosity to learn through play . . .

for a lifetime.


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Outreach and Education

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Terry W. West - President, Shawnee, OK

Richard A. Bell, Norman, OK

Fred Gipson, Norman, OK

Teresa B. Adwan, Tulsa, OK

Dan Little, Madill, OK

Joseph W. Morris, Tulsa, OK

Board Retreats Consultants work with nonprofits to help them develop a long-term approach through a retreat format. Organization staff and board members are able to focus beyond day-to-day operations to strategic goals for a successful future. In 2009, Sarkeys funded 12 board retreat grants totaling $23,080.

Conference Center and Annex 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 full-service and large catering kitchen. The Annex is located at the end of block from the main conference center. It offers additional meeting space for small groups that don’t need presentation technologies. During 2009, Sarkeys hosted 230 events with 6,563 guests.

Research Library The Sarkeys Foundation Research Library, adjacent to the Conference Center, offers fundraising directories, board development information, comprehensive foundation lists, materials on management and government issues, and also maintains an internet-ready computer. Use of the library is available during business hours by appointment.

Incubator and Resource Center One of the first of its kind in Oklahoma, the Sarkeys Foundation Nonprofit Incubator provides temporary space at below market value to new and transitioning nonprofits. 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.

Board of Trustees2009 Sarkeys Annual Report

Capacity building has fast become a major topic among nonprofits – actions that improve effectiveness. That’s exactly

why Sarkeys Foundation first adopted the philosophy that we are “more than a checkbook.” Our goal is to help enhance a nonprofit’s ability to work towards its mission. We do this by providing high level professional development seminars, conferences, retreats and programs.

Sarkeys Leadership Forum Close to 550 nonprofit staff, board members, volunteers and partners attended the Nonprofit Leadership Forum Nov. 16 – 18, 2009 at the new Embassy Suites Convention Center in Norman. The date for the 2011 Forum is Nov. 7 and 8.

n “It was really a great conference. I have already met with my Membership Committee Chair to share all I learned.”

n “Keep up the good work. I had just returned from a conference in DC and the local conference provided by Sarkeys exceeded the other conference by leaps and bounds!”

Oklahoma Institute for Nonprofit Leadership A key board member and the nonprofit CEO from 18 agencies attend a three-day retreat at Quartz Mountain Resort in Lone Wolf. The desired outcome is for participants to return to their home agencies sharing what they have learned resulting in a stronger organization and renewed commitment to their mission.

Toolbox Series This 8-month ongoing professional development series helps organizations take their work to a higher level. Completion of all 8 workshop results in a Certificate of Achievement issued jointly by Sarkeys Foundation and the University of Oklahoma College of Arts and Sciences.

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CL A REHOUSETulsa Education and resource library $14,249

COM MU NIT Y A F TER SCHOOL PROGR A MNorman Nutrition and physical education program. $25,000

COM MU NIT Y CR I S I S CENTER , INC .Miami Funding for the development team $50,000

COM MU NIT Y L I TER AC Y CENTERS Oklahoma City LEAP program $50,000

CROSSTOWN LEARNING CENTER, INC.Tulsa Scholarship for teachers to complete bachelor’s degrees in early childhood education $40,000

DA I LY L I V ING CENTERS Oklahoma City Capital Campaign $50,000

DOM EST IC V IOLENCE INTERV ENT ION SERV ICESTulsa Board retreat $2,250

E A ST CENTR A L U N I V ERS I T Y FOU N DAT IONAda Capital Campaign $50,000

EN ID A RTS A N D SC I ENCES FOU N DAT ION D/B/A LEON A RDO’SEnidSafety equipment $10,000

E XCH A NGE CLU B CENTER FOR THE PRE V ENT ION OF CH I LD A BUSEOklahoma City Board retreat $2,200

G I R L SCOUTS OF E A STERN OK L A HOM A , INC .Tulsa Project MEND $53,800

GI RL SCOUTS - WESTERN OKL AHOM A INC.Oklahoma City Girl scouting for girls in the juvenile justice system $49,750 GRE ATER OK L A HOM A D I SA B LED SPORTS A SSOCI AT IONEdmond Board retreat $2,000

H A PPY H A N DS EDUC AT ION CENTERTulsa Scholarships $25,000

HE A RTL IN E INC . Oklahoma City Board retreat $1,800

HE A RTL IN E INC . Oklahoma City Call center staffing $30,000

Sarkeys Foundation Staff

Diana HartleyProgram Officer

Susan C. FrantzSenior Program Officer

Lori SuttonFacilities Operations Officer

Linda English WeeksSenior Program Officer

Kate ThompsonExecutive Assistant &Technology Manager

Angela HolladayOffice Manager

Janice WhiteReceptionist

Grants Paid2009 Sarkeys Annual Report

Kim HenryExecutive Director

A CH A NCE TO CH A NGE FOU N DAT ION Oklahoma City ‘A Chance to SUCCEED’ Program $25,000

A R M ED SERV ICES YMC A OF THE USA , L AW TON Lawton Childcare scholarship assistance for families of enlisted personnel $50,000

A SSOCI ATED CENTERS FOR THER A PY Tulsa Transition living services $15,000

CALM WATERS CENTER FOR CHILDREN AND FAMILIES, INC. Oklahoma CityExpansion of school-based grief support program $25,000

C A M ERON U N I V ERS I T Y Lawton Capital Campaign $100,000 CENTER FOR CH I LDREN A N D FA M I L I ES , INC . Norman Child Trauma Academy Program $50,000

C I M A RRON C I RCU IT OPER A COM PA NYNormanBoard retreat $2,500

C I T Y RESCU E M I SS IONOklahoma City Board retreat $1,890

Grantee NameCityProject Amount

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MENTAL HEALTH ASSOCIAT ION IN TULSATulsa SafeTeam program $25,000

MUSKOGEE L ITTLE THEATRE , INC.Muskogee Board retreat $1,800

NAIC CENTER FOR OKLAHOMA ALCOHOL AND DRUG SERV ICESNorman Expansion of gambling treatment program $8,260

NATURE CONSERVANCY - OKLAHOMA CHAPTER Tulsa Wind energy development $25,000

NEW LEASH ON L IFE , INC.Norman Educational funds and training supplies $22,550

NEW LEASH ON L IFE , INC.Norman Board retreat $990

OKC METRO ALL IANCEOklahoma City Construction of Women’s Firstep facility $25,000

OKLAHOMA ARTS INST ITUTENorman Scholarships for public school educators to attend the Oklahoma Fall Arts Institute $25,000

OKLAHOMA CENTENNIAL COMMEMORATION FUNDOklahoma City Construction of a dome for the Capitol building $50,000

OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATIONOklahoma City Capital Campaign $200,000

OKLAHOMA CITY EDUCAREOklahoma City Capital Campaign $200,000

OKLAHOMA CITY METRO L ITERACY COAL IT IONOklahoma City Board retreat $1,800

OKLAHOMA HUMANIT IES COUNCILOklahoma City The Museum on Main Street program $9,170

OKLAHOMA INST ITUTE FOR CHILD ADVOCACYOklahoma City Support of statewide afterschool network $25,000

THE OKLAHOMA WONDERTORIUMStillwater Salary for a support position $38,500

THE OKLAHOMA WONDERTORIUMStillwater Board retreat $2,000

SA INT S IMEON’S EP ISCOPAL HOMETulsa Assisted living expansion campaign $50,000

SENIOR LAW RESOURCE CENTER, INC.Oklahoma City Program to prevent and address financial exploitation of the elderly and other vulnerable adults $29,550

SPECIAL CARE Oklahoma City Scholarships $50,000

UNIVERS ITY OF OKLAHOMA FOUNDATIONNorman Remote teaching project $75,000

UNIVERS ITY OF OKLAHOMA FOUNDATIONNorman Construction of an indoor tennis facility and support of the Sooner Heritage Scholarship Program $300,000

UNTITLED (ARTSPACE) INC.Oklahoma City Underwriting of programs for three years $25,000

VAR IETY HEALTH CENTER Oklahoma City Project Espera Mas $50,000

WESTERN PLA INS YOUTH AND FAMILY SERV ICESWoodward Capital Campaign $50,000

P IONEER MULT I COUNTY L IBRARY SYSTEMNorman Board retreat $2,000

PLANNED PARENTHOOD OF CENTRAL OKLAHOMAOklahoma CityPermanent contraception program $40,000

PUTNAM CITY PUBL IC SCHOOLS FOUNDATIONOklahoma City Support of Authors Alive reading program $10,000

PUTNAM CITY PUBL IC SCHOOLS FOUNDATIONOklahoma City Board retreat $1,260

REBUILDING TOGETHER OKLAHOMA CITY INC.Oklahoma City Roofing repair or replacement for low income, elderly homeowners $50,000

REGIONAL FOOD BANK OF OKLAHOMA Oklahoma City Capital campaign and Food4Kids program $200,000

ROGERS STATE UNIVERS ITY Claremore Capital campaign $50,000

ROSE STATE COLLEGE FOUNDATIONMidwest City Board retreat $1,800

YMCA OF GREATER OKLAHOMA CITYOklahoma City Funding the Welcome Center Operations $20,000

YMCA OF SHAWNEE Oklahoma City Capital Campaign $60,000

YOUNG WOMEN’S CHRIST IAN ASSOCIAT ION OF OKLAHOMA CITYOklahoma City Children’s Crisis Center $100,000

YOUTH AND FAMILY SERV ICES OF EL RENOEl Reno Assistance for Independent Living and Foster Care Program $55,000

YOUTH AT HEART Tulsa After school and summer programs $10,000


Grants Paid

HE A RTS FOR HE A R ING Oklahoma Pediatric Hearing Aid Project $62,000

HOSP ICE OF SOUTHWEST OKLAHOMA, INC.Lawton Assistance for uninsured patients $15,000

IRON GATE Tulsa Funding for food pantry $20,000

JASMINE MORAN CHILDREN’S MUSEUM FOUNDATIONSeminole Endowment $50,000

KALE IDOSCOPE GRIEF SUPPORT INC.Norman Board retreat $1,890

L IFE SENIOR SERV ICES Tulsa LIFE Connection scholarship fund $20,000

LYR IC THEATRE OF OKLAHOMA Oklahoma City Building renovation $50,000

MARY ABBOTT CHILDREN’S HOUSE Norman Salary for a development director $25,000

MEALS ON WHEELS OF NORMAN Norman Subsidies for low income clients $46,725


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continued on page 24

2009 2008

November 30, 2009 and 2008 November 30, 2009 and 2008

Revenues, Gains and Other Support Investment return (loss) $ 18,964,940 $ (33,276,628)

Educational programs 88,362 36,925

Royalties and lease bonus 439,374 58,140

Other 10,091 29,986

Total revenues, gains and other support 19,502,767 (33,151,577)

Expenses Grants awarded, net 1,461,834 4,090,935

Educational programs 140,481 63,173

Professional fees 63,346 68,560

Investment fees 291,441 362,609

Trustee fees 99,300 95,471

Employee costs 859,343 1,032,287

Depreciation and other property costs 159,210 199,300

Federal excise taxes (benefit) 196,657 (432,948)

Other 208,194 231,527

Total expenses 3,479,806 5,710,914

Increase (Decrease) in Unrestricted Net Assets 16,022,961 (38,862,491)

Unrestricted Net Assets, Beginning of Year 68,669,055 107,521,546

Unrestricetd Net Assets, End of Year $ 84,692,016 $ 68,669,055

2009 2008

Statements of Financial Position Statements of Activities2009 Sarkeys Annual Report

Assets Cash and cash equivalents $ 1,376,381 $ 4,538,268

Interest and dividends receivable 216,674 234,655

Federal excise taxes receivable 39,660 102,620

Deferred federal excise taxes 41,305 220,423

Investments, at fair value 83,825,978 65,774,137

Property and equipment, net 2,071,430 2,146,150

Other assets 5,600 6,296

Total assets $ 87,577,028 $ 73,022,549

Liabilities and Net Assets

Liabilities Accounts payable and accrued expenses $ 51,972 $ 158,994

Grants payable 2,833,040 4,194,500

Total liabilities 2,885,012 4,353,494

Unrestricted net assets 84,692,016 68,669,055

Total liabilities and net assets $ 87,577,028 $ 73,022,549

For complete information on proposal submission, visit the Sarkeys website at www.sarkeys.org or call 405.364.3703 to speak to a member of the program staff.

Application Frequency: Organizations may apply once per calendar year or twelve-month period, and groups with a current grant may not re-apply until final payment has been received.

Proposal Information: The Sarkeys Foundation grant application is designed as a learning process to help an organization analyze its financial, operational and philosophical methods. The application is available online through the website at www.sarkeys.org. Potential applicants will create a user profile with their IRS tax identification number verifying they are a 501 (c) (3) organization. If an organization does not have access to the web-based application, they may request an application by contacting our office. Post-Grant Requirements: Upon receipt of a grant award, the agency will be asked to sign an agreement stipulating work to be accomplished and the terms and conditions of the grant. Interim reports may be required, and a final evaluation, including project completion and expense records, is due at the end of the project. After the granting period is over, Sarkeys may request additional progress reports.

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Application Guidelines

l government agenciesl religious institutionsl public and private schoolsl for-profit organizations


Areas Outside of Sarkeys’ Range of Support: Agencies that may fall outside of our range of support include:lindividuals l out-of-state agencies l hospitals l agencies requesting start-up funds

Programs that fall outside of the range of support are those that are requesting funds for: l programs more appropriately financed through their communities l operating expenses l permanent financing l grants which trigger expenditure responsibility by Sarkeys Foundation l direct mail l annual fund drives l vehicle purchases l feasibility studies

Challenge Grants: At times, Sarkeys may stipulate a Challenge Grant, meaning that monies awarded are contingent upon an organization’s ability to raise additional funds within a specific time period.

Prior to Submitting a Grant Proposal: Before submitting a proposal, those writing the request should speak with a program officer, both to clarify areas of support and to receive suggestions about their submissions.

The Sarkeys Foundation is dedicated to improving the quality of life in Oklahoma. To that end, it accepts grant proposals from charitable, scientific, and educational institutions classified as 501(c)(3).

Sarkeys Foundation530 East Main

Norman, OK 73071405-364-3703 (Office)

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

“To improve the quality of life in Oklahoma”

sarkeys report '10 final

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