2024-05-14T13:03:02-05:00 2023-06-30 204553256 MARINER WEALTH ADVISORS 4200 E SKELLY DRIVE SUITE 950 TULSA OK 74135 990 2022-07-01 471572366 GROWING TOGETHER INC GROW 9186713046 32 S LEWIS 200 TULSA OK 74104 KAITLIN GARRETT EXECUTIVE DIRECTOR 9186713046 2024-05-14 1 KAITLIN GARRETT 999009999 0 CHARLIE NIEMAN P01578793 9183881655 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAITLIN GARRETT 18 S LEWIS 200 TULSA OK 74104 3636143 0 X WWW.GTTULSA.COM X 2014 OK SEE SCHEDULE O 12 12 22 26 0 0 1670090 3378031 0 0 -14396 14224 63345 65602 1719039 3457857 0 544371 0 0 988075 1239303 0 0 148732 779264 631595 1767339 2415269 -48300 1042588 2178043 4065869 174890 1020128 2003153 3045741 X CREATING PATHWAYS FOR CHILDREN TO BREAK THE CYCLE OF POVERTY THROUGH EDUCATION, COMMUNITY VIBRANCY, AND THE BUILT ENVIRONMENT. 0 0 875161 COMMUNITIES IN SCHOOLS: THIS PROGRAM AND ITS STAFF DEVELOP THE WRAP-AROUND SERVICES AND SUPPORT FOR VULNERABLE STUDENTS AND WITHIN THE SCHOOL SO THAT ALL STUDENTS HAVE EVERYTHING NECESSARY TO BE HOLISTICALLY SUCCESSFUL. WE PROVIDE DIRECT ACCESS TO RESOURCES AND TAKE CARE OF NEEDS SUCH AS FOOD, CLOTHING, MATERIALS, AND OTHER BASIC NEEDS WHILE ALSO IDENTIFYING AND MOBILIZING PARTNERS AND RESOURCES TO MEET LARGER NEEDS OF THE FAMILY THAT AFFECT THE WELL BEING OF CHILDREN SUCH AS UTILITY ACCESS, COUNSELING SERVICES, MENTORSHIP, AFTERSCHOOL PROGRAMMING, ETC.. FINALLY, THEY WORK WITH SCHOOL STAFF TO MAKE STRATEGIC DECISIONS AND DEVELOP STRATEGIES TO IMPROVE THE LARGEST NEEDS WITHIN THE SCHOOL COMMUNITY SUCH AS CHRONIC ABSENTEEISM, READING/MATH GROWTH, GRADUATION, AND BEHAVIOR. 648757 COMMUNITY ORGANIZING/DEVELOPMENT: THE PRIMARY ROLE FOR THIS BODY OF WORK IS TO SUPPORT AND EMPOWER OUR COMMUNITY MEMBERS AND PARENT COMMUNITY TO DEVELOP COMMUNITY LEADERSHIP SKILLS AND OPPORTUNITIES AND TO CONSTRUCT THE SPACES AND PLACES FOR OUR COMMUNITY MEMBERS AND PARENTS TO CONTINUE BUILDING A STRONG NETWORK AND COMMUNITY. WE SUPPORT OUR COMMUNITY MEMBERS TO IDENTIFY ISSUES, OFFER FEEDBACK AND MOBILIZE ON SPECIFIC INITIATIVES BY BUILDING THEIR SKILLS, KNOWLEDGE, AND RESOURCES AVAILABLE TO THEM. THIS WORK ALSO BUILDS A NETWORK OF PARENTS TO WORK IN AND WITH THEIR CHILD'S SCHOOL TO SUPPORT AND CREATE CHANGE TO IMPROVE THE EDUCATIONAL OUTCOMES AND ENVIRONMENT FOR THEIR CHILDREN. 276468 COMMUNITY DEVELOPMENT: THE PRIMARY ROLE OF THIS BODY OF WORK IS TO SUPPORT THE DEVELOPMENT OF INCLUSIVE GROWTH WITHIN THE BUILT ENVIRONMENT. FROM THE LAUNCH OF OUR DEVELOPMENT IN SINGLE FAMILY, AFFORDABLE RENTAL PROPERTIES WITHIN OUR TARGET NEIGHBORHOOD TO PROVIDING SUPPORTS AND RESOURCES TO OUR SMALL BUSINESSES, MINORITY BUSINESS OWNERS, AND PARTNERS IN THE NEIGHBORHOOD, OUR GOAL IS TO ENSURE THAT THERE ARE SPACES THAT ARE ACCESSIBLE AND REPRESENTATIVE OF THE COMMUNITY THAT IS HERE. 193504 OTHER PROGRAMS 193504 1993890 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 38 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X MARINER WEALTH 9183881655 ADVISORS 4200 E SKELLY DRIVE STE TULSA OK 74135 YAMILA PONS TREASURER 1.00 X 0 0 0 FRANCISCO IBARRA BOARD MEMBER 1.00 X 0 0 0 KATIA ANAYA BOARD MEMBER 1.00 X 0 0 0 BILL FOURNET BOARD MEMBER 1.00 X 0 0 0 BRIAN HUMPHREY BOARD MEMBER 1.00 X 0 0 0 LUISA KRUG BOARD MEMBER 1.00 X 0 0 0 TALMADGE POWELL BOARD MEMBER 1.00 X 0 0 0 MATT NEWMAN BOARD MEMBER 1.00 X 0 0 0 ARTURO SALDIVAR BOARD MEMBER 1.00 X 0 0 0 VERONICA SOTELO-ROJAS BOARD MEMBER 1.00 X 0 0 0 JABRAAN PASHA BOARD MEMBER 1.00 X 0 0 0 KIRK WESTER EXECUTIVE DIRECTOR 40.00 X 149900 0 0 149900 0 0 3 0 0 0 DP CONSTRUCTION LLC 8905 E 47TH ST TULSA OK 74145 CONSTRUCTION 304898 MARCELA HOMES LLC 8306 N 52ND WEST AVE SPERRY OK 74073 CONSTRUCTION 149190 2 306694 3071337 53123 3378031 757 757 88169 139253 -51084 -51084 -51084 52500 39033 13467 13467 13467 OTHER INCOME 900099 97000 97000 MANAGEMENT FEE 900099 19686 19686 116686 3457857 116686 0 -36860 544371 544371 299325 210262 37158 51905 70343 63943 6400 622190 577178 41948 3064 169791 153704 9343 6744 77654 64001 9182 4471 49077 35754 13323 32817 12821 19996 124363 40593 8746 75024 39265 13583 24782 900 156590 79246 75970 1374 26400 19455 6945 5501 5501 EDUCATION ENGAGEMENT 72465 72465 COMMUNITY DEVELOPMENT 64373 64373 COMMUNITY LEADERSHIP IN 22916 22916 COMMUNICATIONS 17434 0 17434 20394 13724 1420 5250 2415269 1993890 272647 148732 641219 561828 105095 126472 346693 610290 -1425 99116 18454 36961 2666124 64229 1036296 2601895 31711 29307 2178043 4065869 55951 88210 118939 931918 174890 1020128 X 1862651 3042605 140502 3136 2003153 3045741 2178043 4065869 1042588 0 X X 0 1 X 1 0 X 599114 544562 3255869 1670090 3378031 9447666 599114 544562 3255869 1670090 3378031 9447666 9447666 38422 29017 5130 32966 88926 194461 9642127 0.97980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 170328 170328 2492762 61801 2430961 3034 2428 606 0 2601895 PAYROLL LIABILITIES -4081 CREDIT CARDS 13180 ACCRUED PTO 50244 SECURITY DEPOSITS 14675 AMERICAN HERITAGE LINE OF CREDIT 165973 ACCRUED PROPERTY TAX LIABILITY 7892 PREPAID RENTAL INCOME 3564 DUE TO TLCD 52452 CITY NATIONAL BANK LOAN #3043 128019 LOAN FROM TAEO 500000 931918 1 AVANZANDO JUNTOS CORPORATION 32 S LEWIS AVE TULSA OK 74104 873945957 501(C)(3) 175000 369371 COST BASIS MI GENTE LOAN FUND, LLC TO PROMOTE COMMUNITY DEVELOPMENT BY ADDRESSING FINANCIAL DISPARITIES AND BUILDING WEALTH WITHIN THE TULSA LATINX COMMUNITY TO ELIMINATE BARRIERS IN ACCESSING CREDIT, AND TO PROMOTE FINANCIAL TOOLS AND RESOURCES THAT EMPOWER LATINX SMALL BUSINESS TO ACHIEVE ECONOMIC SELF-SUFFICIENCY AND LONG-TERM FINANCIAL STABILITY. 1 X LEGAL SERVICES 1 47123 X LOAN FORGIVENESS 1 6000 0 0 0 FORM 990, PART 1, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: TO PROVIDE TULSA RESIDENTS OF VULNERABLE COMMUNITIES THE RESOURCES AND SUPPORT TO IMPROVE THEIR SCHOOLS AND NEIGHBORHOODS THEREBY ENSURING EVERY OPPORTUNITY FOR SUCCESS FOR THEIR RESIDENTS AND CHILDREN. FORM 990, PART VI, SECTION B, LINE 11B ONCE A DRAFT OF THE 990 IS COMPLETE IT WILL BE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. THE MEMBERS OF THE BOARD WILL HAVE THE CHANCE TO ASK QUESTIONS AND GAIN CLAIRIFICATION AT THE BOARD MEETING FOLLOWING THE DATE THE DRAFT 990 IS COMPLETED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS SIGNED A CONFLICT OF INTEREST DISCLOSURE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DELIBERATED INDEPENDENTLY FROM THE EXECUTIVE DIRECTOR ABOUT COMPENSATION, CONSULTED AN EXTERNAL HR CONSULTANT AS TO WHAT WAS ACCEPTABLE, MADE A PROPOSAL, VOTED UNANIMOUSLY AND PRESENTED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THEY WERE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2B BEGINNING IN JULY OF 2020 AN AUDIT & FINANCE COMMITTEE HAS OVERSEEN THE AUDIT AND REVIEW OF GROWING TOGETHER'S FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTANT. GROWING TOGETHER COMMUNITY DEVELOPMENT 32 SOUTH LEWIS AVENUE TULSA OK 74104 844232528 ACQUIRED REAL ESTATE FOR ITS USE FOR HOUSING REDEVELOPMENT OK 6124 162246 GROWING TOGETHER INC MI GENTE LOAN FUND LLC 32 SOUTH LEWIS AVENUE TULSA OK 74104 861236721 SERVICING AGENT FOR MICRO LOANS OK 757 0 GROWING TOGETHER INC KWNT HOLDINGS LLC 32 SOUTH LEWIS AVENUE TULSA OK 74104 862441556 ACQUIRED REAL ESTATE FOR ITS USE FOR HOUSING REDEVELOPMENT OK 223347 3428147 GROWING TOGETHER INC