Skip to content
Nonprofiteer
← OKLAHOMA BUSINESS ROUNDTABLE INCORPORATED

Form 990 for tax year 2023

Filed by OKLAHOMA BUSINESS ROUNDTABLE INCORPORATED.

Totals

Total revenue
$807,440
Total expenses
$954,306
Contributions and grants received
$0
Grants paid
$129,381
Program service revenue
$775,000
Investment income
$32,440
Other revenue
$0
Total assets, end of year
$837,063
Total liabilities, end of year
$59,310
Net assets or fund balances, end of year
$777,753
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $775,000 · related or exempt $775,000

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $32,440 · excluded $32,440

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $129,381

  • 5 · Compensation of officers, directors and key employees

    total $111,537

  • 7 · Other salaries and wages

    total $3,821

  • 10 · Payroll taxes

    total $3,326

  • 11a · Fees: management

    total $51,685

  • 11c · Fees: accounting

    total $28,890

  • 11g · Fees: other

    total $0

  • 13 · Office expenses

    total $2,053

  • 14 · Information technology

    total $5,347

  • 16 · Occupancy

    total $39,978

  • 17 · Travel

    total $5,362

  • 19 · Conferences, conventions and meetings

    total $550

  • 22 · Depreciation, depletion and amortization

    total $103

  • 23 · Insurance

    total $2,748

  • 24a · Other expenses: OK COMMERCE ECON DEV

    total $226,352

  • 24b · Other expenses: GOV'S ECONOMIC DEV FUND

    total $174,909

  • 24c · Other expenses: LIEUTENANT GOVERNOR'S ECONOM

    total $56,844

  • 24d · Other expenses: STRATEGIC INITIATIVES

    total $39,304

  • 24e · All other expenses

    total $72,116

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $57,043 · end of year $89,096

  • 2 · Savings and temporary cash investments

    beginning of year $759,618 · end of year $489,642

  • 4 · Accounts receivable

    end of year $5,000

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,530 · end of year $22,452

  • 10a · Land, buildings and equipment: cost or other basis

    $14,843

  • 10b · Land, buildings and equipment: accumulated depreciation

    $14,843

  • 10c · Land, buildings and equipment, net

    beginning of year $103 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $315,344 · end of year $230,873

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,630 · end of year $11,060

  • 19 · Deferred revenue

    beginning of year $157,500 · end of year $15,000

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $54,889 · end of year $33,250

  • 27 · Net assets without donor restrictions

    beginning of year $924,619 · end of year $777,753

Mission and programs · 2023

Mission

SERVE AS THE STATE'S PRIMARY ECONOMIC DEVELOPMENT SUPPORT ORGANIZATION PROVIDING VITAL FUNDING TO ASSIST BUSINESS START UP, RETENTION, EXPANSION AND RECRUITMENT.

Activities or mission (Part I)

BUSINESS LEADERSHIP ADVANCING OKLAHOMA'S ECONOMY.

  • PROMOTES NEW BUSINESS INVESTMENT THROUGHOUT OKLAHOMA, INCLUDING FUNDING SUPPORT FOR START-UP, RETENTION, EXPANSION AND ATTRACTION OF BUSINESS FACILITIES AND OPERATIONS.

As filed on the 2023 return.

Listed in Part VII

  • David Stewart

    CHAIRMAN 7/23-6/24

    Total calculated
    $0
    Hours/week
    5

  • Jeff Davis

    VICE-CHAIRMAN/CHAIR ELECT: 7/23 - 6/24

    Total calculated
    $0
    Hours/week
    5

  • John Patrick Lopez

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Sean Kouplen

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Bill Lance

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian McClain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Scully

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Vandenhende

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Greg Massey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Nottingham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ken Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kimbra Scott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leigh Goodson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rick McCune

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Hahn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark W Funke

    PRESIDENT/CEO (CONTRACT MWF MANAGEMENT)

    Total calculated
    $73,600
    From this org
    $73,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Tamra Constable

    DIRECTOR OF OPERATIONS

    Total calculated
    $37,937
    From this org
    $37,937
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349315421

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.