NewView Oklahoma Inc. Nonprofit Profile. Contact Information. At a Glance. Nonprofit. NewView Oklahoma Inc. Address

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1 NewView Oklahoma Inc nprofit Profile Contact Information nprofit Address NewView Oklahoma Inc 501 N Douglas Ave Oklahoma City, OK Oklahoma County Phone (405) Fax Website Contact Name Lauren Branch Contact info@newviewoklahoma.org Alternate Address NewView Oklahoma Vision Rehabiliation Center 710 W. Wilshire, Suite 102 Oklahoma City OK Alternate Phone At a Glance Organization's type of tax exempt status Public Supported Charity 1

2 Organization Does Business As (DBA) Former Names Oklahoma League for the Blind Oklahoma League for the Blind Year Founded 1949 IRS Ruling Year 1951 Registered with the Secretary of State? State Registration Expiration Aug 2014 Other ways to donate support, or volunteer Your gift can help us improve the lives of blind and visually impaired individuals! Donate By Phone: Contact Valerie Aubert to donate by credit card or over the phone at You can make a onetime contribution or signup for monthly giving. We accept VISA and Discover. Donate Online: Visit and click the donate button. You can make a one-time contribution or signup for monthly giving. Donate By Mail: You can send a check or credit card information to: NewView Oklahoma, Attn: Valerie Aubert, 501 N. Douglas Avenue, OKC, OK In-kind donations: Make an in-kind gift of products or supplies by contacting our agency. Planned Giving: Leave a legacy of support that will impact lives for years to come through bequests, wills, outright gifts, life insurance, charitable trusts and more. Help us carry out our mission by volunteering with NewView Oklahoma! Summer Camp Preparation:Help us prepare for our most exciting event of the year - NewView's Summer Camp for Visually Impaired Youth! We need help with prep work leading up to camp to get things organized and ready to go! Event Preparation: Help us plan and excecute donor events or help us with preparations for our annual fundraising luncheon in the spring. Art Classes: Provide assistance to visually impaired adults during art classes held at the Oklahoma City Museum of Art and NewView Oklahoma. For more information about making a donation or volunteer opportunities, contact: Valerie Aubert, VP of Development and Communications at or vaubert@newviewoklahoma.org Statements Mission NewView Oklahoma is a private, non-profit agency founded in 1949 to empower blind and vision impaired individuals to achieve their maximum level of personal independence through vision rehabilitation, employment and community outreach. Background On vember 30, 1949, six members of the Oklahoma Association for the Blind met in the office of a downtown Oklahoma City attorney. Each of these six pioneers, though legally or totally blind had a clear vision: to establish a work and training facility that would improve the quality of life for people who are blind and vision impaired. Today, NewView Oklahoma (formerly Oklahoma League for the Blind) is the only private non-profit agency in the state to provide employment and vision rehabilitation services to individuals with vision loss. NewView accomplishes its mission by providing vocational, social, rehabilitative and educational services for people who are blind or visually impaired. As an advocate for the interests those who are visually impaired, NewView seeks to advance the belief that persons with vision loss are capable of achieving full autonomy and independence. Committed to educating the community about blindness, NewView Oklahoma accomplishes these goals through responsible stewardship of human and financial resources. 2

3 Impact Capitalizing on the advances made in technology, NewView Oklahoma has created new job opportunities for blind adults by adding call center, mailroom and warehousing/logistics operations to our employment program. With the establishment of the Low Vision Clinic in Oklahoma City, NewView has become known nation-wide as an innovator in the use of a multi-disciplinary approach to low vision rehabilitation therapy. Recognizing the void in the availability of low vision rehabilitation services in the Tulsa area, NewView opened the Tulsa Low Vision Center to serve the estimated 20,000 people impacted by vision loss in northeastern Oklahoma. A pioneer in the field of comprehensive low vision services, NewView has been recognized for innovation and distinguished service by Blue Cross and Blue Shield as the recipient of the Dr. Rodney L. Huey Memorial Champion of Oklahoma Health, the Apollo Award from the Oklahoma Association of Optometric Professionals and the Excellence in Aging, Program of the Year award from the Oklahoma Department of Human Services. Selected from a field of candidates nationwide, NewView is also the recipient of the Apollo Award from the National Association of Optometric Physicians. Needs 1) NewView seeks to develop partnerships with the public and private sectors to expand opportunities for employment for visually impaired working age adults. NewView has developed a wide range of manufacturing and production capabilities to serve industrial and governmental customers and capitalized on new technologies that offer customers access to a full range of communications and logistics business management services. 2) NewView provides our life-changing rehabilitation services to people challenged by vision loss in every quadrant of the state. Because reimbursements from Medicare and other sources cover only 30 percent of the costs of these services, NewView must fill the gap with charitable gifts averaging more than $1 million annually. 3) Dynamic, creative and committed volunteer resources are needed to help us to develop additional resources and more effectively connect with the community and engage them in our work. Area Served Area Served Geographic Area Served Oklahoma - Statewide Oklahoma City Metropolitan Statistical Area (all 7 counties) While NewView's primary service area is Oklahoma City and surrounding counties, our employment and rehabilitation programs serve blind and visually impaired individuals statewide and throughout the country. Service Categories Primary Organizational Category Secondary Organizational Category Tertiary Organizational Category Human Services/Blind/Visually Impaired Centers, Services Employment/Employment Preparation & Procurement Health Care Rehabilitative Care Programs Employment 3

4 Description For six decades, NewView Oklahoma has been successful in identifying and securing employment opportunities for blind and visually impaired working age adults. As the largest employer of blind and vision impaired adults in the state, NewView Oklahoma provides more than 100 jobs through in-house manufacturing and a growing number of service contracts with major employers at the local, state and federal level including: Hose production: Primary supplier of fire hoses for the U.S. Forestry Service Kitting: Full line of first aid kits used by fire and police departments; rations for the military. Vinyl Conversion: Thousands of pounds of raw vinyl are converted into shower curtains used by universities, hospitals and government agencies. Business services: Switchboard/call center management, data entry, warehousing, inventory control and mailroom services. Budget $11,000, Category Employment, General/Other Vocational Rehabilitation Strategy Population Served Adults Elderly and/or Disabled People/Families with of People with Disabilities Program Short-term Success Program Success Monitoring Examples of Program Success 4

5 Comprehensive Low Vision Rehabilitation Description The NewView Oklahoma Low Rehabilitation Program uses a medical model that to offer clients services that help them gain greater independence where they live work and play. Following a low vision exam, rehabilitation is prescribed to optimize the client's usable sight. Clients learn skills that helps them regain their ability to read, cook, take medications, maintain their home and move safely in their homes, the workplace and the community. Once equipped with basic daily living skills, clients may access assistive technology training, Braille and job assessment, placement and training. In 2014, NewView Oklahoma established the Tulsa Low Vision Center and partners with NSU to provide rehabilitation services to patients receiving low vision exams at the University s clinic on the Broken Arrow Campus. In addtion to housing administrative staff, NewView's Tulsa office houses a state of the art retail outlet for adaptive devices and assistive technology. Budget $1,588, Category Human Services, General/Other Services for Individuals with Disabilities Strategy Population Served Adults Elderly and/or Disabled Children and Youth (0-19 years) Program Short-term Success Program Success Monitoring Examples of Program Success 5

6 Summer Camp for Visually Impaired Youth Description Oklahomans Without Limitations Summer Camp is a free, week-long camping experience for children ages 8-18 who are blind or visually impaired. The camp began in 2000 and draws more than 70 campers each July. Each camper is paired with a sighted peer counselor who provides encouragement, assistance and friendship. Camp activities are planned and designed to encourage collaboration, improve confidence, self-esteem and independence, and challenge societal and self-imposed limits through a variety of indoor and outdoor activities in an accessible environment. The focus is on ability rather than disability. Camp activity favorites include: swimming, shopping trips, rock climbing, martial arts, dance, art, music and an annual talent show. Budget $40, Category Human Services, General/Other Services for Individuals with Disabilities Strategy Population Served People/Families with of People with Disabilities K-12 (5-19 years) Program Short-term Success Program Success Monitoring Examples of Program Success Support Group for Veterans with Vision Loss Description Veteran Independence Through Adaptive Living (VITAL) is a support group for veterans with visual impairments and their families. Members meet each month at NewView Oklahoma to enjoy a meal, socialize and hear from guest speakers on a variety of inspirational and informational topics. Special events are held throughout the year, and the group most recently visited the 45 th Infantry Division Museum, Fort Sill and the Oklahoma City Thunder. NewView Oklahoma partners with the Veterans Administration s Vision Impairment Service Team (VIST), to offer the VITAL support group, as well as computer assistive technology training for blind and visually impaired veterans. Budget $20, Category Human Services, General/Other Services for Individuals with Disabilities Strategy Population Served Adults Aging, Elderly, Senior Citizens Unemployed, Underemployed, Dislocated Program Short-term Success Program Success Monitoring Examples of Program Success 6

7 Community Programs Description Innovative partnerships with the Oklahoma City Museum of Art, the Oklahoma City Boathouse Foundation and the Oklahoma City Sport Fencing Association have developed into exciting and rewarding yearround programs open to the visually impaired community-wide. As a result of these collaborative partners, classes in visual arts, as well as team sports including rowing and fencing provide experiences for the visually impaired that would otherwise be unavailable to them. Budget $31, Category Human Services, General/Other Services for Individuals with Disabilities Strategy Population Served Adults Aging, Elderly, Senior Citizens K-12 (5-19 years) Program Short-term Success Program Success Monitoring Examples of Program Success Disaster Programs Voluntary Organizations Active in Disaster (VOAD) Member Staff & Management CEO/Executive Director Lauren Branch Start Date Apr lbranch@newviewoklahoma.org Senior Staff Name Bernie Anderson Valerie Aubert Randy Hearn Cathy Holden Dennis Loney Masumi Ward John Wilson Sandy Wright Title Director of Employment Programs VP, Development & Communications Chief Operating Officer Director of Clinical Services and Rehabilitation Director of Sales & Business Development Director of Human Resources Chief Financial Officer Foundations & Grants Director Staff Information Number of Full-time Staff 135 Number of Part-time Staff 10 Number of Contract Staff 0 7

8 Number of Volunteers 150 Staff Retention Rate 10 % Are professional development opportunities provided? Does CEO/Executive Director have formal evaluations? Management Reports to Board? Organizational Plans Fundraising Plan Policy against commission-based compensation for fundraising consultant Communication Plan Strategic Plan Under Development Under Development Number of Years Strategic Plan Considers 5 Date Strategic Plan Adopted Apr 2010 Management Succession Plan Organization Policies and Procedures Continuity of Operations Plan Policies ndiscrimination Policy Whistle Blower Policy Document Destruction Policy Directors and Officers Insurance Policy Governance Board Chair Mr. Patrick Rooney Company Affiliation First Oklahoma Bank Term Aug 2014 to Dec prooney@fnbok.com Board of Directors List Current as of Oct 01,

9 Name Affiliation Status Joanne Davis Tinker Airforce Base Voting Brennan Michael Dolan Community Volunteer Voting Kim Escovedo Enable Midstream Voting Hossein Farzaneh Riggs, Abney, Neal, Tupin, Orbison & Lewis Voting Mitchell Frankfurt MidFirst Bank Voting Dawn Halstead OD njoy Vision Voting Tyler Johnson Osage Casinos Voting Dr. David Lewerenz rtheastern State University College of Optometry Voting Gus Pekara Retired Voting Mary Blankenship Porter Republic National Bank Voting Kim Rieger U.S. Probation Office Voting James P. Robertson Western Industries Voting Gen (Ret) Ben T. Robinson Sentry One, LLC Voting Patrick Rooney First National Bank of Oklahoma Voting Dr. Nabil Srouji Oklahoma Retina Voting Governance Information Board Term Lengths Board Term Limits 2 years 4 terms Number of Full Board Meetings Annually 4 Board Meeting Attendance % 57 % Percentage of Board Making Monetary Contributions to the Organization Percentage of Board Making In-Kind Contributions to the Organization Board Orientation Constituency Includes Client Representation Written Board Selection Criteria? Written Conflict of Interest Policy? 100 % 0 % Standing Committees Audit Board Development / Board Orientation Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Finance Program / Program Planning Advisory Board Name Affiliation 9

10 Greg Arend Amy Bierly Brandi Carrington Sandy Freshhour Kim Guirl Jennifer Johnson Alison Jones Elizabeth Roberston Dr. Blane Snodgrass Joel Strum, OD JT Young Deloitte & Touche Blue Cross Blue Shield Advantage Staffing The Williams Companies St. John's Community Volunteer WPX Energy KSQ Architects Tulsa Eye Clinic njoy Vision TMA Systems Financials Current Fiscal Year Oct 01, 2015-Sept 30,2016 Current Year Budgeted Total Income $21,838,000 Current Year Budgeted Total Expenses $21,640,000 Prior Three Years' Financial History Income and Expenses Fiscal Year Total Revenue $20,019,490 $21,060,751 $11,049,638 Total Expenses $19,279,169 $19,407,725 $10,905,759 Revenue Less Expenses $740,321 $1,653,026 $143,879 Income Sources Fiscal Year Foundation and Corporation $412,324 $95,992 $126,020 Contributions Government Contributions $0 $0 $0 Federal State Local Unspecified Individual Contributions $202,723 $110,840 $144,045 Indirect Public Support Earned Revenue $18,260,823 $19,922,130 $10,202,129 Investment Income, Net of Losses $954,475 $600,527 $358,824 Unrealized Gain/Loss Membership Dues Special Events $189,145 $331,262 $218,620 Revenue In-Kind Other Expense Allocation 10

11 Fiscal Year Program Expense $17,764,119 $18,130,510 $9,735,395 Administration Expense $1,199,323 $1,016,488 $902,344 Fundraising Expense $315,727 $260,727 $268,020 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 92% 93% 89% Fundraising Expense/Contributed Revenue 39% 48% 55% Assets and Liabilities Fiscal Year Total Assets $7,070,192 $6,644,445 $4,524,858 Current Assets $4,034,304 $3,848,964 $1,966,006 Long-Term Liabilities $20,459 $290,653 $390,889 Current Liabilities $1,893,611 $1,937,991 $1,371,194 Total Net Assets $5,156,122 $4,415,801 $2,762,775 Short-term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long-term Solvency Fiscal Year Long-Term Liabilities/Total Assets 0% 4% 9% Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Earned Revenue $18,260,823 Earned Revenue $19,922,130 Earned Revenue $10,202,129 Second Highest Funding Source & Dollar Investment Income Investment Income Investment Income Amount $954,475 $600,527 $358,824 Third Highest Funding Source & Dollar Amount Foundation & Corporation $412,324 Special Events $331,262 Special Events $218,620 Endowment and Other Financial Information Endowment? Endowment Value $212, Endowment Spending Policy Endowment Spending Policy Percentage (if selected) Credit line? Rreserve fund? Tax Credits? Percentage 5 % Capital Campaign Currently in a Capital Campaign? 11

12 Capital Campaign Anticipated in Next 5 Years? Comments on Financials Foundation Staff Comments All prior year financial information is from audited financial statements. Created Copyright 2016 Oklahoma City Community Foundation 12