2024-05-15T17:11:05-05:00 2023-06-30 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-07-01 731377268 Oklahoma Business Roundtable Inc % TAMI CONSTABLE OKLA 4052353787 655 Research Parkway Ste 420 Oklahoma City OK 73104 MARK FUNKE PRESIDENT AND CEO 4052353787 2024-05-15 true MARK FUNKE 999009999 Jeanette Verrelli P00742631 9727028262 3 2022 2023-04-26 12:10:37Z MARK FUNKE 655 Research Parkway Ste 420 Oklahoma City OK 73104 878791 false X WWW.OKBUSINESSROUNDTABLE.COM X 1991 OK BUSINESS LEADERSHIP ADVANCING OKLAHOMA'S ECONOMY. 13 13 1 20 0 0 0 28000 820000 832500 1790 18276 4 15 821794 878791 72887 108278 0 0 110468 114657 0 0 0 582743 625874 766098 848809 55696 29982 938873 1150638 44236 226019 894637 924619 SERVE AS THE STATE'S PRIMARY ECONOMIC DEVELOPMENT SUPPORT ORGANIZATION PROVIDING VITAL FUNDING TO ASSIST BUSINESS START-UP, RETENTION, EXPANSION AND RECRUITMENT. false false PROMOTES NEW BUSINESS INVESTMENT THROUGHOUT OKLAHOMA, INCLUDING FUNDING SUPPORT FOR START-UP, RETENTION, EXPANSION AND ATTRACTION OF BUSINESS FACILITIES AND OPERATIONS. false true false true false false false false false true false false true true false true false false false false false false false false false false true false false false false false false false false true false false false false false false false true 2 0 true 1 true false false false false false false false false X 13 13 false false false false true true false true true false false true true true true true true true false false OK X TAMI CONSTABLE 4052353787 655 RESEARCH PARKWAY STE 420 OKLAHOMA CITY OK 73104 MARK W FUNKE PRESIDENT/CEO 20.0 0.0 X 73600 0 0 BRIAN MCCLAIN DIRECTOR 1.0 0.0 X 0 0 0 DAVID STEWART CHAIR ELECT Start: 07/22 5.0 0.0 X X 0 0 0 GREG MASSEY DIRECTOR 1.0 0.0 X 0 0 0 HEATHER NOTTINGHAM DIRECTOR 1.0 0.0 X 0 0 0 JEFF DAVIS SECRETARY/TREAS. Start: 07/22 5.0 0.0 X X 0 0 0 JOHN PATRICK LOPEZ CHAIRMAN 5.0 0.0 X X 0 0 0 KEN MILLER DIRECTOR Start: 07/22 1.0 0.0 X 0 0 0 LEIGH GOODSON DIRECTOR 1.0 0.0 X 0 0 0 MITA BATES PAST CHAIRMAN 1.0 0.0 X X 0 0 0 RICK MCCUNE DIRECTOR 1.0 0.0 X 0 0 0 SEAN KOUPLEN DIRECTOR 1.0 0.0 X 0 0 0 STEVE HAHN DIRECTOR 1.0 0.0 X 0 0 0 CHRIS VANDENHENDE director Start: 07/22 1.0 0.0 X 0 0 0 73600 0 0 0 false false false 0 28000 28000 28000 MEMBERSHIP DUES 541900 832500 832500 832500 18276 18276 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISC INCOME 900099 15 15 15 878791 832515 18276 108278 0 0 0 74353 0 37329 0 0 2975 48709 0 24950 0 0 0 0 0 2014 9310 0 41172 11720 0 178 0 0 219 563 OK Commerce Econ Dev 196963 Gov's Economic Dev Fund 167480 Lieutenant governor's economic 41759 Receptions and meetings 42387 38450 848809 74506 57043 844127 759618 0 0 0 0 0 0 0 0 0 0 0 0 2500 18530 14843 14740 322 103 0 0 0 0 0 0 0 0 17418 315344 938873 1150638 1736 13630 0 0 42500 157500 0 0 0 0 0 0 0 0 0 0 0 54889 44236 226019 X 894637 924619 0 0 894637 924619 938873 1150638 29982 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false 14843 14740 103 103 AGENCY AMOUNTS DUE FROM OTHERS 260455 ROU Assets 54889 315344 0 Lease Liabilities 54889 54889 878791 878791 878791 848809 848809 848809 Schedule D, PART X, LINE 2: ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true OK ALLIANCE FOR MANUFACTURING EXCELLENCE 525 S MAIN STREET SUITE 210 TULSA DC 74103 520887806 501(C)(6) 25000 ECONOMIC DEVELOPMENT CONFERENCE SELECT OKLAHOMA PO BOX 2371 EDMOND OK 73083 862418022 501(C)(6) 22278 ECONOMIC DEVELOPMENT EVENTS GLOBAL OKLAHOMA (GOVERNOR'S intl TEAM) PO BOX 1836 OKLAHOMA CITY OK 73101 311762307 501(C)(6) 10000 ECONOMIC DEVELOPMENT CONFERENCE I2E 840 RESEARCH Pkwy Ste 250 OKLAHOMA CITY OK 73104 731525913 501(C)(3) 50000 ECONOMIC DEVELOPMENT COMPETITION 1 3 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES: FINAL REPORTS ARE REQUIRED FROM ALL GRANTEES THAT INCLUDE HOW FUNDS WERE USED. RECEIPTS AND INVOICES FOR EXPENDITURES ARE REQUIRED BEFORE FUNDS ARE EXPENDED. X AIRLINE MILES 1 28000 FMV false false false SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE NUMBER DISCLOSED IN THIS COLUMN REFLECTS THE NUMBER OF CONTRIBUTIONs RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 MEMBER OR STOCKHOLDERS: THE ORGANIZATION HAS MEMBERS AND THERE IS ONLY ONE CLASS OF VOTING MEMBERS WITHIN THE CORPORATION. ANY PERSON, CORPORATION, ASSOCIATION, PARTNERSHIP, ESTATE, OR OTHER FORM OF LEGAL ENTITY MAY BE ENTITLED TO BECOME A MEMBER OF THE CORPORATION UPON THE COMPLETION AND ACCEPTANCE OF THE MEMBERSHIP APPLICATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WITH POWER TO ELECT THE GOVERNING BOARD: ENTIRE MEMBERSHIP VOTES TO ELECT GOVERNING BOARD AND OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE ORGANIZATION'S PROCESS TO REVIEW FORM 990 PRIOR TO FILING FORM 990 CONSISTS OF DISTRIBUTING AN ELECTRONIC COPY OF THE RETURN TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C PROCESS TO MONITOR COMPLIANCE WITH CONFLICT OF INTEREST POLICY: BOARD MEMBERS ARE REQUIRED TO SIGN A DISCLOSURE STATEMENT ANNUALLY AND ANY CONFLICT OF INTEREST MUST BE DISCUSSED WITH THE BOARD. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD MEETING OR COMMITTEE MEETING. AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIR OR CHAIR OF THE COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER OBRT CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN OBRT'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part VI, Section B, Line 15a Compensation Review Process: The President/CEO's compensation is reviewed and approved by the chairman, chair elect, treasurer, and past chairman. The compensation review is done annually.