Civic Intelligence

Oklahoma Policy Inc

EIN 33-1178624 • 501(c)3 • Tulsa, OK

Profile

Oklahoma policy advances equitable and fiscally responsible policies that expand opportunity for all oklahomans through nonpartisan research, analysis, and advocacy.

907 South Detroit Avenue 1005Tulsa, OK 74120

www.okpolicy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.10x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.07x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

12th percentile

-14%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

27th percentile

-5.4%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$1,466,757

Down $276,818 (-16%) from 2023

Liabilities

Down

$142,410

Down $28,122 (-16%) from 2023

Net Assets

Down

$1,324,347

Down $248,696 (-16%) from 2023

Operations
Liabilities / Revenue49th percentileNet Margin19th percentile

Revenue

Down

$1,899,985

Down $76,186 (-3.9%) from 2023

Expenses

Down

$2,148,681

Down $140,512 (-6.1%) from 2023

Net Income

Up

-$248,696

Up $64,326 (+21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $204,204Liabilities 2011: $0Net Assets 2011: $204,2042011Assets 2012: $422,265Liabilities 2012: $0Net Assets 2012: $422,2652012Assets 2013: $436,852Liabilities 2013: $30,841Net Assets 2013: $406,0112013Assets 2014: $517,027Liabilities 2014: $24,775Net Assets 2014: $492,2522014Assets 2015: $587,415Liabilities 2015: $35,911Net Assets 2015: $551,5042015Assets 2016: $655,261Liabilities 2016: $37,009Net Assets 2016: $618,2522016Assets 2017: $627,106Liabilities 2017: $44,734Net Assets 2017: $582,3722017Assets 2018: $1,864,715Liabilities 2018: $58,748Net Assets 2018: $1,805,9672018Assets 2019: $1,146,225Liabilities 2019: $332,982Net Assets 2019: $813,2432019Assets 2020: $1,330,662Liabilities 2020: $333,822Net Assets 2020: $996,8402020Assets 2021: $2,126,179Liabilities 2021: $93,988Net Assets 2021: $2,032,1912021Assets 2022: $1,990,934Liabilities 2022: $104,869Net Assets 2022: $1,886,0652022Assets 2023: $1,743,575Liabilities 2023: $170,532Net Assets 2023: $1,573,0432023Assets 2024: $1,466,757Liabilities 2024: $142,410Net Assets 2024: $1,324,3472024

Highlighted filing

2024

Assets$1,466,757
Liabilities$142,410
Net Assets$1,324,347
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $307,8192011Expenses 2012: $440,4092012Revenue 2013: $516,987Expenses 2013: $594,465Net Income 2013: -$77,4782013Revenue 2014: $745,979Expenses 2014: $659,738Net Income 2014: $86,2412014Revenue 2015: $792,306Expenses 2015: $733,054Net Income 2015: $59,2522015Revenue 2016: $988,200Expenses 2016: $916,381Net Income 2016: $71,8192016Revenue 2017: $933,156Expenses 2017: $969,036Net Income 2017: -$35,8802017Revenue 2018: $2,555,748Expenses 2018: $1,332,153Net Income 2018: $1,223,5952018Revenue 2019: $1,665,342Expenses 2019: $2,006,231Net Income 2019: -$340,8892019Revenue 2020: $2,160,801Expenses 2020: $1,972,329Net Income 2020: $188,4722020Revenue 2021: $3,025,973Expenses 2021: $1,990,622Net Income 2021: $1,035,3512021Revenue 2022: $2,124,650Expenses 2022: $2,270,776Net Income 2022: -$146,1262022Revenue 2023: $1,976,171Expenses 2023: $2,289,193Net Income 2023: -$313,0222023Revenue 2024: $1,899,985Expenses 2024: $2,148,681Net Income 2024: -$248,6962024

Highlighted filing

2024

Revenue$1,899,985
Expenses$2,148,681
Net Income-$248,696
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,466,757
Liabilities
$142,410
Net assets
$1,324,347
Revenue
$1,899,985
Expenses
$2,148,681
Net income
-$248,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.14$1.32$1.90$2.15$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.17$1.57$1.98$2.29$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.10$1.89$2.12$2.27$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.09$2.03$3.03$1.99$1.04
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.33$1.00$2.16$1.97$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.33$0.81$1.67$2.01$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.06$1.81$2.56$1.33$1.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.04$0.58$0.93$0.97$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.04$0.62$0.99$0.92$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.04$0.55$0.79$0.73$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.49$0.75$0.66$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.03$0.41$0.52$0.59$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$1,899,985
Mission and Program Overview

Mission

Oklahoma policy promotes adequate, fair, and fiscally responsible funding of public services and expanding opportunity for all oklahomans by providing timely and credible information, analysis, and ideas.

Provide independent analysis and ideas on state policy and budget.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$672,000$700,000▲ $28,000
Cash and Non-Interest-Bearing Accounts$943,734$396,208▼ $547,526
Savings and Temporary Cash Investments$0$293,094▲ $293,094
Accounts Receivable$72,568$49,799▼ $22,769
Prepaid Expenses and Deferred Charges$10,600$3,366▼ $7,234
Land, Buildings, and Equipment, Net$1,912$105▼ $1,807
Total Assets$1,743,575$1,466,757▼ $276,818
Other Assets Total$42,761$24,185▼ $18,576
Liabilities
Accounts Payable and Accrued Expenses$125,809$117,365▼ $8,444
Other Liabilities$44,723$25,045▼ $19,678
Total Liabilities$170,532$142,410▼ $28,122
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,164,631$1,155,381▼ $9,250
Net Assets Without Donor Restrictions$408,412$168,966▼ $239,446
Total Net Assets Fund Balance$1,573,043$1,324,347▼ $248,696
Total Liabilities and Net Assets / Fund Balance$1,743,575$1,466,757▼ $276,818

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$105$27,213$27,318
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shiloh KantzExecutive DirectorFT$118,191$18,585$136,776

Board Members and Trustees

NameTitle
Jeff BerrongBoard Chairman
Mike WoodsBoard Chairman
Caroline Guerra WolfVice Chairman of the Board
Ashley Harris PhilippsenBoard Member
Kim HollandBoard Member
Rodger KerrBoard Member
Roger KnakBoard Member
Susan BynumBoard Member
Rebecca ThompsonBoard Treasurer
Kelsey KarperSecretary of the Board
Revenue and Support

Revenue Composition

Contributions and Grants
$1,857,763
Program Service Revenue
$6,825
Investment Income
$34,940
Other Revenue
$457
All Other Contributions
$1,857,763
Change in Net Assets
$-248,696

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,899,985
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$81,234
Total Revenue per Audited Statements
$1,981,219
Total Revenue per Form 990
$1,899,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,758,132
Other Expenses$371,472
Total Fundraising Expense$112,296
Grants and Similar Amounts Paid$19,077
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,116,273$131,326$65,663$1,313,262
Other Employee Benefits$118,417$13,931$6,966$139,314
Current Officers, Directors, Trustees, and Key Employees$116,260$13,677$6,839$136,776
Office Expenses$79,679$21,956$17,009$118,644
Payroll Taxes$92,288$10,856$5,429$108,573
Pension Plan Contributions$51,176$6,021$3,010$60,207
Conferences and Meetings$53,886-$1,345$55,231
Fees for Services Other$40,464$3,509$1,754$45,727
Occupancy$28,576$3,362$1,681$33,619
Fees for Services Accounting-$24,605-$24,605
Advertising$23,171--$23,171
Grants to Domestic Orgs$19,077--$19,077
Fees for Services Lobbying$18,184--$18,184
Information Technology$5,310-$2,285$7,595
Insurance-$2,691-$2,691
Depreciation Depletion$1,590$90$126$1,806
Other Expenses$271$168$189$439
Fees for Services Legal-$68-$68
Total Functional Expenses$1,803,936$232,449$112,296$2,148,681

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,229,915
Expenses per Audited Statements$2,148,681
Total Expenses per Form 990$2,148,681
Expenses Not Reported on Form 990$81,234
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$25,045
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Once a draft is received from the accountant, it is shared with the executive director, the treasurer and the chair. If any changes are needed, it is sent back to the accountant. Once a clean draft has been identified by all three, it is submitted to the entire board with 7-10 days to review, comment and ask for changes.”

Form 990, Part VI, Section B, Line 12C

“The directors complete an online form every year for their conflict of interests. Those answers are exported out to a shared file so that the directors have access to one another's conflict of interest answers and can regularly and consistently monitor and enforce compliance.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board of directors sets and reviews pay for the execuitve director and approves pay of other key employees by way of the organizational budget approval.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request and most of it can be found on guidestar.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Policy Inc
EIN
33-1178624
Phone
9187943944
Address
907 SOUTH DETROIT AVENUE 1005, TULSA, OK 74120
Doing Business As
Oklahoma Policy Institute

Signing Officer

Name
Shiloh Kantz
Title
Executive Director
Phone
9187943944
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Berrong
Formed
2007
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
10
Employees
31
Volunteers
25

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
Marisa N Gibbs
Phone
9187452333
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“We ceased conducting the state budget summit program in 2024.”

Form 990, Part XII, Line 2C

“Our audit committee takes part in the selection of an independent auditor, reviews the draft before it is finalized, and presents the final audit report to the board for review and approval.”

Raw XML AppendixShowing 400 of 537 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/EOYAmt049799
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE INDEPENDENT ANALYSIS AND IDEAS ON STATE POLICY AND BUDGET.
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IRS990/CollectionsOfArtInd00
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IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
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IRS990/Desc0STATE 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
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IRS990/MissionDesc0OKLAHOMA POLICY ADVANCES EQUITABLE AND FISCALLY RESPONSIBLE POLICIES THAT EXPAND OPPORTUNITY FOR ALL OKLAHOMANS THROUGH NONPARTISAN RESEARCH, ANALYSIS, AND ADVOCACY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0TOGETHER 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.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SUMMER 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.
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