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Nonprofiteer
← OKLAHOMA POLICY INC

Form 990 for tax year 2023

Filed by OKLAHOMA POLICY INC.

Totals

Total revenue
$1,976,171
Total expenses
$2,289,193
Contributions and grants received
$1,925,750
Grants paid
$31,400
Program service revenue
$5,400
Investment income
$44,323
Other revenue
$698
Total assets, end of year
$1,743,575
Total liabilities, end of year
$170,532
Net assets or fund balances, end of year
$1,573,043
Program services expenses (Part IX)
$1,912,875
Management and general expenses
$238,171
Fundraising expenses
$138,147
Program service expenses (Part III)
$1,912,875

Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 1f · All other contributions, gifts and grants

    $1,925,750

  • 2a · Program service revenue: SPI TUITION

    total $5,400 · related or exempt $5,400

  • 3 · Investment income

    total $44,323 · excluded $44,323

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $698 · related or exempt $698

  • 11e · Other revenue, total

    $698

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $31,400 · program services $31,400

  • 5 · Compensation of officers, directors and key employees

    total $130,216 · program services $110,684 · management and general $13,021 · fundraising $6,511

  • 7 · Other salaries and wages

    total $1,345,514 · program services $1,143,686 · management and general $134,552 · fundraising $67,276

  • 8 · Pension plan contributions

    total $62,600 · program services $53,210 · management and general $6,260 · fundraising $3,130

  • 9 · Other employee benefits

    total $153,133 · program services $133,987 · management and general $11,265 · fundraising $7,881

  • 10 · Payroll taxes

    total $118,724 · program services $100,915 · management and general $11,873 · fundraising $5,936

  • 11b · Fees: legal

    total $150 · management and general $150

  • 11c · Fees: accounting

    total $24,392 · management and general $24,392

  • 11d · Fees: lobbying

    total $30,000 · program services $30,000

  • 11g · Fees: other

    total $78,095 · program services $71,905 · management and general $4,379 · fundraising $1,811

  • 12 · Advertising and promotion

    total $4,937 · program services $4,937

  • 13 · Office expenses

    total $122,996 · program services $81,966 · management and general $23,246 · fundraising $17,784

  • 14 · Information technology

    total $11,499 · program services $8,238 · fundraising $3,261

  • 16 · Occupancy

    total $48,826 · program services $41,502 · management and general $4,883 · fundraising $2,441

  • 19 · Conferences, conventions and meetings

    total $79,855 · program services $58,112 · fundraising $21,743

  • 22 · Depreciation, depletion and amortization

    total $2,767 · program services $2,435 · management and general $138 · fundraising $194

  • 23 · Insurance

    total $2,617 · management and general $2,617

  • 24a · Other expenses: SPECIAL EVENTS

    total $26,198 · program services $26,198

  • 24b · Other expenses: RESEARCH MATERIALS

    total $10,701 · program services $10,701

  • 24c · Other expenses: OTHER EXPENSES

    total $2,779 · program services $1,563 · management and general $1,216

  • 24d · Other expenses: MEALS AND ENTERTAINMENT

    total $1,794 · program services $1,436 · management and general $179 · fundraising $179

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,528,265 · end of year $943,734

  • 3 · Pledges and grants receivable

    beginning of year $384,000 · end of year $672,000

  • 4 · Accounts receivable

    beginning of year $50,659 · end of year $72,568

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,836 · end of year $10,600

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

    $27,318

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

    $25,406

  • 10c · Land, buildings and equipment, net

    beginning of year $822 · end of year $1,912

  • 15 · Other assets

    beginning of year $18,352 · end of year $42,761

  • 17 · Accounts payable and accrued expenses

    beginning of year $86,225 · end of year $125,809

  • 25 · Other liabilities

    beginning of year $18,644 · end of year $44,723

  • 27 · Net assets without donor restrictions

    beginning of year $716,071 · end of year $408,412

  • 28 · Net assets with donor restrictions

    beginning of year $1,169,994 · end of year $1,164,631

Mission and programs · 2023

Mission

OKLAHOMA POLICY ADVANCES EQUITABLE AND FISCALLY RESPONSIBLE POLICIES THAT EXPAND OPPORTUNITY FOR ALL OKLAHOMANS THROUGH NONPARTISAN RESEARCH, ANALYSIS, AND ADVOCACY.

Activities or mission (Part I)

PROVIDE INDEPENDENT ANALYSIS AND IDEAS ON STATE POLICY AND BUDGET.

  • STATE POLICY EDUCATION FOR THE PUBLIC - TO MAKE THE BEST POLICY DECISIONS THAT LEAD US TO A BETTER FUTURE IN OKLAHOMA, POLICYMAKERS AND CITIZENS NEED GOOD, FACTUAL INFORMATION. OKLAHOMA POLICY INSTITUTE (OK POLICY) PROVIDES THE FACTS AND ADVOCATES FOR FAIR AND RESPONSIBLE PUBLIC POLICIES. OK POLICY IS A NON-PARTISAN INDEPENDENT POLICY THINK-TANK.

    Expenses $1,881,928 · Grants $31,400

  • STATE BUDGET SUMMIT - THE STATE BUDGET SUMMIT BRINGS TOGETHER ALL THOSE WITH AN INTEREST IN STATE POLICY ISSUES FOR A DAY OF THOUGHTFUL DISCUSSION AND EXCHANGE OF IDEAS BOTH TO UNDERSTAND THE CHALLENGES WE NOW FACE AND TO CHART A COURSE FOR A MORE PROSPEROUS FUTURE. THE EVENT INCLUDES AN OVERVIEW BUDGET PRESENTATION BY THE EXECUTIVE DIRECTOR; PLENARY SESSIONS WITH LEADING EXPERTS AND POLICYMAKERS ON THE NATIONAL LANDSCAPE AND STATE OUTLOOK; AND A CLOSING SESSION AIMED AT HELPING ADVOCATES TURN THE IDEAS WE HAVE HEARD INTO ACTION DURING THE UPCOMING SESSION. A NATIONAL KEYNOTE SPEAKER IS USUALLY FEATURED DURING THE LUNCH HOUR.

  • TOGETHER OKLAHOMA (TOK) - TOGETHER OK IS A NONPARTISAN COALITION OF CITIZENS WORKING TOGETHER TO SECURE A ROBUST FUTURE FOR OKLAHOMA. IT IS A GRASSROOTS EDUCATION AND ADVOCACY GROUP CONNECTING OKLAHOMA VALUES TO STATE BUDGET PRIORITIES.

    Expenses $20,108

  • SUMMER POLICY INSTITUTE (SPI) - SUMMER POLICY INSTITUTE (SPI) IS AN EXCITING AND IN-DEPTH LEARNING EXPERIENCE WHICH BRINGS TOGETHER HIGHLY-QUALIFIED UNDERGRADUATE AND GRADUATE STUDENTS, WHO HAVE COMPLETED A MINIMUM OF 24 HOURS OF COLLEGE CREDIT OR HAVE RECENTLY GRADUATED, FOR A UNIQUE OPPORTUNITY TO BECOME BETTER INFORMED ABOUT VITAL OKLAHOMA POLICY ISSUES. PARTICIPANTS ALSO HAVE A CHANCE TO NETWORK WITH FELLOW STUDENTS AND LEADERS IN THE POLICY PROCESS AND PREPARE FOR THEIR FUTURE STUDIES AND WORK IN PUBLIC POLICY-RELATED FIELDS. THE INSTITUTE IS HOSTED AND LED BY THE STAFF OF OK POLICY AND INVOLVES LEADING POLICY EXPERTS FROM GOVERNMENT, ACADEMIA, AND COMMUNITY ORGANIZATIONS THROUGHOUT OKLAHOMA. KEYNOTE PRESENTATIONS, ROUNDTABLE DISCUSSIONS, AND PANEL DISCUSSIONS WILL PROVIDE A CHANCE TO HEAR FROM OKLAHOMA'S TOP PRACTITIONERS AND OBSERVERS ON BUDGET AND TAXES, EDUCATION, OKLAHOMA'S LEGISLATIVE PROCESS, CAMPAIGNS AND ELECTIONS, HEALTH CARE, POVERTY AND ECONOMIC OPPORTUNITY, CRIMINAL JUSTICE, RACE AND PUBLIC POLICY, CAREERS IN PUBLIC POLICY, AND MORE. PARTICIPANTS IN THE INSTITUTE ARE CHOSEN BY A COMPETITIVE APPLICATION PROCESS AIMED AT SELECTING STUDENTS WITH STRONG ACADEMIC TRAINING, DIVERSE EXPERIENCES, AND A CLEAR INTEREST IN THE STUDY AND PRACTICE OF PUBLIC POLICY. PARTICULAR EMPHASIS IS GIVEN ON SELECTING A CLASS OF PARTICIPANTS FROM A RANGE OF EDUCATIONAL INSTITUTIONS, FIELDS OF STUDY, AND GEOGRAPHIC AND CULTURAL BACKGROUNDS. FULL AND PARTIAL FINANCIAL ASSISTANCE WILL BE AVAILABLE TO ALL STUDENTS WHO NEED ASSISTANCE TO ATTEND. NO ONE WILL BE DENIED A SPOT IN THE INSTITUTE DUE TO INABILITY TO PAY.

    Expenses $10,839 · Revenue $6,098

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeff Berrong

    BOARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Caroline Guerra Wolf

    VICE CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    3

  • Kelsey Karper

    SECRETARY OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • Rebecca Thompson

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Susan Bynum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ashley Harris Philippsen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kim Holland

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Rodger Kerr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Roger Knak

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Beverly Carmichael

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Garrett King

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Shiloh Kantz

    EXECUTIVE DIRECTOR

    Total calculated
    $130,216
    From this org
    $118,343
    From related orgs
    $0
    Other
    $11,873
    Hours/week
    40

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202433199349304623

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

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