Civic Intelligence

Oklahoma Policy Inc.

990 • Fiscal year 2019 • EIN 33-1178624

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

907 South Detroit Avenue Suite 100Tulsa, OK 74120

(918) 794-3944

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.29x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.20x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

13th percentile

-20%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

81st percentile

$137,340

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

3rd percentile

-39%

Faster asset growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,146,225

Down $718,490 (-39%) from 2018

Net Assets

Down

$813,243

Down $992,724 (-55%) from 2018

Liabilities

Up

$332,982

Up $274,234 (+467%) from 2018

Revenue

Down

$1,665,342

Down $890,406 (-35%) from 2018

Expenses

Up

$2,006,231

Up $674,078 (+51%) from 2018

Net Income

Down

-$340,889

Down $1,564,484 (-128%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$1,146,225
Liabilities$332,982
Net Assets$813,243

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$1,665,342
Expenses$2,006,231
Net Income-$340,889
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$1,665,342
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
Cash and Non-Interest-Bearing Accounts$816,512$808,633▼ $7,879
Pledges and Grants Receivable$998,520$255,000▼ $743,520
Accounts Receivable$18,069$41,643▲ $23,574
Prepaid Expenses and Deferred Charges$12,334$18,974▲ $6,640
Land, Buildings, and Equipment, Net$10,889$9,743▼ $1,146
Total Assets$1,864,715$1,146,225▼ $718,490
Other Assets Total$8,391$12,232▲ $3,841
Liabilities
Grants Payable$0$245,815▲ $245,815
Accounts Payable and Accrued Expenses$58,748$87,167▲ $28,419
Total Liabilities$58,748$332,982▲ $274,234
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,453,690$463,998▼ $989,692
Net Assets Without Donor Restrictions$352,277$349,245▼ $3,032
Total Net Assets Fund Balance$1,805,967$813,243▼ $992,724
Total Liabilities and Net Assets / Fund Balance$1,864,715$1,146,225▼ $718,490

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,743$15,381$25,124
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David BlattFormer Executive DirectorFT$130,159$7,181$137,340
Shiloh KantzDeputy DirectorFT$65,840$3,259$69,099
Ahniwake RoseExecutive DirectorFT$51,939$2,519$54,458

Board Members and Trustees

NameTitle
Don MillicanChairman of the Board
Ann-clore DuncanPast Chairman of the Board
Felicia Collins CorreiaVice Chairman of the Board
Andrew TevingtonBoard Member
Erika LucasBoard Member
Holbrook LawsonBoard Member
Joe SianoBoard Member
John FeaverBoard Member
Kara BerstBoard Member
Ken FergesonBoard Member
Susan ChambersBoard Member
Jeff BerrongSecretary of the Board
Chuck GarrettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,624,164
Program Service Revenue
$28,490
Investment Income
$11,343
Other Revenue
$1,345
All Other Contributions
$1,624,164
Change in Net Assets
$-340,889

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,665,342
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,941
Total Revenue per Audited Statements
$1,670,283
Total Revenue per Form 990
$1,665,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,316,087
Other Expenses$685,255
Total Fundraising Expense$100,834
Grants and Similar Amounts Paid$4,889
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$756,787$89,034$44,517$890,338
Current Officers, Directors, Trustees, and Key Employees$221,762$26,090$13,045$260,897
Fees for Services Other$200,231$52,294-$252,525
Conferences and Meetings$135,148-$1,836$136,984
Office Expenses$67,671$13,436$23,339$104,446
Payroll Taxes$73,023$8,591$4,296$85,910
Occupancy$55,674$6,550$3,275$65,499
Other Employee Benefits$46,349$5,453$2,726$54,528
Pension Plan Contributions$20,752$2,441$1,221$24,414
Fees for Services Accounting-$23,073-$23,073
Advertising$17,359--$17,359
Information Technology$6,082$5$2,154$8,241
Depreciation Depletion$2,998$3,393$238$6,629
Grants to Domestic Orgs$4,889--$4,889
Other Expenses$263$164$1,481$427
Total Functional Expenses$1,673,392$232,005$100,834$2,006,231

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,663,007
Expenses per Audited Statements$2,006,231
Total Expenses per Form 990$2,006,231
Expenses Not Reported on Form 990$656,776
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
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 board does an anonymous survey near the end of the year for the staff to complete to create a 360 degree review of the executive director. The executive director also does a self-assessment. The board chair, secretary, past chair and vice chair perform an in-person review with the executive director after the survey results have been reviewed. Once the review has been completed, the board enters executive session at the beginning of board meeting to discuss any adjustment to pay that is then communicated to human resources.

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.

Filing and Contact Details

Filer

Filer Name
Oklahoma Policy Inc
EIN
33-1178624
Phone
9187943944
Address
907 SOUTH DETROIT AVENUE SUITE 100, TULSA, OK 74120
Doing Business As
Oklahoma Policy Institute

Signing Officer

Name
Ahniwake Rose
Title
Executive Director
Phone
9187943944
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Millican
Formed
2007
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
13
Employees
41
Volunteers
23

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
Ryan Bolin
Phone
9187452333
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees: program service expenses 200,231. Management and general expenses 52,294. Fundraising expenses 0. Total expenses 252,525.

FORM 990, PART XI, LINE 9:

Uncollectible pledges -651,835.

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

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Uncollectible pledges 651,835.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST CHAIRMAN OF THE BOARD
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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14FORMER EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DEPUTY DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt04889
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt0245815
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04889
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04889
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01665342
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02154
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05
IRS990/InformationTechnologyGrp/ProgramServicesAmt06082
IRS990/InformationTechnologyGrp/TotalAmt08241
IRS990/InvestmentIncomeGrp/ExclusionAmt011343
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011343
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015381
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010889
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09743
IRS990/LandBldgEquipCostOrOtherBssAmt025124
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OKLAHOMA POLICY ADVANCES EQUITABLE AND FISCALLY RESPONSIBLE POLICIES THAT EXPAND OPPORTUNITY FOR ALL OKLAHOMANS THROUGH NONPARTISAN RESERACH, ANALYSIS, AND ADVOCACY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01805967
IRS990/NetAssetsOrFundBalancesEOYAmt0813243
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0352277
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0349245
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03275
IRS990/OccupancyGrp/ManagementAndGeneralAmt06550
IRS990/OccupancyGrp/ProgramServicesAmt055674
IRS990/OccupancyGrp/TotalAmt065499
IRS990/OfficeExpensesGrp/FundraisingAmt023339
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013436
IRS990/OfficeExpensesGrp/ProgramServicesAmt067671
IRS990/OfficeExpensesGrp/TotalAmt0104446
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08391
IRS990/OtherAssetsTotalGrp/EOYAmt012232
IRS990/OtherChangesInNetAssetsAmt0-651835
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02726
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05453
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt046349
IRS990/OtherEmployeeBenefitsGrp/TotalAmt054528
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc1MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc2RESEARCH MATERIALS
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt02706
IRS990/OtherExpensesGrp/FundraisingAmt11481
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01481
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1164
IRS990/OtherExpensesGrp/ProgramServicesAmt050177
IRS990/OtherExpensesGrp/ProgramServicesAmt111852
IRS990/OtherExpensesGrp/ProgramServicesAmt22375
IRS990/OtherExpensesGrp/ProgramServicesAmt3263
IRS990/OtherExpensesGrp/TotalAmt052883
IRS990/OtherExpensesGrp/TotalAmt114814
IRS990/OtherExpensesGrp/TotalAmt22375
IRS990/OtherExpensesGrp/TotalAmt3427
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01345
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01345
IRS990/OtherRevenueTotalAmt01345
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt044517
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt089034
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0756787
IRS990/OtherSalariesAndWagesGrp/TotalAmt0890338
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04296
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08591
IRS990/PayrollTaxesGrp/ProgramServicesAmt073023
IRS990/PayrollTaxesGrp/TotalAmt085910
IRS990/PensionPlanContributionsGrp/FundraisingAmt01221
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02441
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020752
IRS990/PensionPlanContributionsGrp/TotalAmt024414
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0998520
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0255000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012334
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018974
IRS990/PrincipalOfficerNm0DON MILLICAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0SUMMER POLICY INSTITUT
IRS990/ProgramServiceRevenueGrp/Desc1STATE BUDGET SUMMIT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014409
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114081
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014409
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114081
IRS990/ProgSrvcAccomActy2Grp/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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt031715
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt014409
IRS990/ProgSrvcAccomActy3Grp/Desc0STATE 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 EXECUTIVE DIRECTOR DAVID BLATT; 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt027064
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt014081
IRS990/ProgSrvcAccomActyOtherGrp/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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04298
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01345
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02494066
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04861
IRS990/PYOtherExpensesAmt0440524
IRS990/PYOtherRevenueAmt01833
IRS990/PYProgramServiceRevenueAmt054988
IRS990/PYRevenuesLessExpensesAmt01223595
IRS990/PYSalariesCompEmpBnftPaidAmt0891629
IRS990/PYTotalExpensesAmt01332153
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02555748
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-340889
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt015000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt020000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt05450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt020100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt075550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01638573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02512004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0905972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0960692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0767749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06784990
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011343
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0604
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0367
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017543
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0123465
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011343
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04861
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0604
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0367
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017543
IRS990ScheduleA/InvestmentIncomeCYPct00.00250
IRS990ScheduleA/InvestmentIncomePYPct00.00110
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01345
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01833

Document Assets

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Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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