2025-05-15T16:47:28+00:00 2024-06-30 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-07-01 731377268 Oklahoma Business Roundtable Inc OKLA 4052353787 655 Research Parkway Ste 420 Oklahoma City OK 73104 MARK FUNKE PRESIDENT AND CEO 4052353787 2025-05-15 true true Jeanette Verrelli P00742631 9727028262 2025-05-15 2023 2025-03-06 01:10:19Z MARK FUNKE 655 RESEARCH PARKWAY STE 420 STE 4 OKLAHOMA CITY OK 73104 807440 false X WWW.OKBUSINESSROUNDTABLE.COM X 1991 OK BUSINESS LEADERSHIP ADVANCING OKLAHOMA'S ECONOMY. 15 15 1 20 0 0 28000 0 832500 775000 18276 32440 15 0 878791 807440 108278 129381 0 0 114657 118684 0 0 0 625874 706241 848809 954306 29982 -146866 1150638 837063 226019 59310 924619 777753 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. 0 false false 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 false false false false false false false false true 2 0 true 1 true false false false false false false false false X 15 15 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 DAVID STEWART CHAIRMAN 7/23-6/24 5.0 X X 0 0 0 JEFF DAVIS VICE-CHAIRMAN/CHAIR ELECT: 7/23 - 6/24 5.0 X X 0 0 0 JOHN PATRICK LOPEZ PAST CHAIRMAN 5.0 X X 0 0 0 SEAN KOUPLEN SECRETARY/TREASURER 1.0 X X 0 0 0 BILL LANCE DIRECTOR 1.0 X 0 0 0 BRIAN MCCLAIN DIRECTOR 1.0 X 0 0 0 CHRIS SCULLY DIRECTOR 1.0 X 0 0 0 CHRIS VANDENHENDE DIRECTOR 1.0 X 0 0 0 GREG MASSEY DIRECTOR 1.0 X 0 0 0 HEATHER NOTTINGHAM DIRECTOR 1.0 X 0 0 0 KEN MILLER DIRECTOR 1.0 X 0 0 0 KIMBRA SCOTT DIRECTOR 1.0 X 0 0 0 LEIGH GOODSON DIRECTOR 1.0 X 0 0 0 RICK MCCUNE DIRECTOR 1.0 X 0 0 0 STEVE HAHN DIRECTOR 1.0 X 0 0 0 MARK W FUNKE PRESIDENT/CEO (CONTRACT MWF MANAGEMENT) 20.0 X 73600 0 0 TAMRA CONSTABLE DIRECTOR OF OPERATIONS 20.0 X 37937 0 0 111537 0 0 0 false false false 0 0 MEMBERSHIP DUES 541900 775000 775000 0 0 0 0 775000 32440 32440 0 0 0 0 0 0 0 0 0 807440 775000 0 32440 129381 111537 3821 3326 51685 28890 0 2053 5347 39978 5362 550 103 2748 OK COMMERCE ECON DEV 226352 GOV'S ECONOMIC DEV FUND 174909 LIEUTENANT GOVERNOR'S ECONOM 56844 STRATEGIC INITIATIVES 39304 72116 954306 57043 89096 759618 489642 5000 0 0 0 0 18530 22452 14843 14843 103 0 0 0 315344 230873 1150638 837063 13630 11060 157500 15000 0 0 54889 33250 226019 59310 X 924619 777753 924619 777753 1150638 837063 -146866 0 X false true X true false true true false 0 0 0 0 0 0 0 0 0 0 0 0 14843 14843 0 0 0 0 0 0 AGENCY AMOUNTS DUE FROM OTHERS 197623 ROU ASSETS 33250 230873 LEASE LIABILITIES 33250 33250 807440 0 0 807440 0 0 807440 954306 0 0 954306 0 0 954306 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 SELECT OKLAHOMA PO BOX 2371 EDMOND OK 73083 862418022 501(c)(6) 60000 ECONOMIC DEVELOPMENT STATE CHAMBER OF OKLAHOMA 330 NE 10TH STREET OKLAHOMA CITY OK 73104 731270209 501(c)(6) 13000 ECONOMIC DEVELOPMENT GLOBAL OKLAHOMA (GOVERNOR'S INTL TEAM) PO BOX 1836 OKLAHOMA CITY OK 73101 311762307 501(c)(6) 10000 ECONOMIC DEVELOPMENT I2E 840 RESEARCH PKWY STE 250 OKLAHOMA CITY OK 73104 731525913 501(c)(3) 25000 ECONOMIC DEVELOPMENT 1 3 Schedule I, Part I, Line 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES: Organizations are required to submit a request for assistance. These are reviewed by the Board and must meet the organizations goals and the organization must have funds available for this purpose. FINAL REPORTS ARE REQUIRED FROM ALL GRANTEES THAT INCLUDE HOW FUNDS WERE USED. RECEIPTS AND INVOICES FOR EXPENDITURES ARE REQUIRED BEFORE FUNDS ARE EXPENDED. Form 990, Part VI, Line 6 Classes of members 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, Line 7a Members or stockholders electing members of governing body ENTIRE MEMBERSHIP VOTES TO ELECT GOVERNING BOARD AND OFFICERS. Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c 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, Line 15a Process to establish compensation of top management official THE PRESIDENT/CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE CHAIRMAN, CHAIR ELECT, TREASURER, AND PAST CHAIRMAN. THE COMPENSATION REVIEW IS DONE ANNUALLY. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.