2022-11-15T13:27:35-06:00 2021-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2021-01-01 331178624 OKLAHOMA POLICY INC OKLA 9187943944 907 SOUTH DETROIT AVENUE SUITE 100 TULSA OK 74120 SHILOH KANTZ EXECUTIVE DIRECTOR 9187943944 2022-11-15 1 SHILOH KANTZ 999009999 RYAN BOLIN P01238915 9187452333 2022-11-13 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z OKLAHOMA POLICY INSTITUTE JEFFREY BERRONG 907 SOUTH DETROIT AVENUE SUITE 1005 TULSA OK 74120 3025973 0 X WWW.OKPOLICY.ORG X 2007 OK PROVIDE INDEPENDENT ANALYSIS AND IDEAS ON STATE POLICY AND BUDGET. 19 19 34 25 0 0 2156620 3024377 0 350 3741 601 440 645 2160801 3025973 51850 38600 0 0 1321835 1508174 0 0 103117 598644 443848 1972329 1990622 188472 1035351 1330662 2126179 333822 93988 996840 2032191 X OKLAHOMA POLICY ADVANCES EQUITABLE AND FISCALLY RESPONSIBLE POLICIES THAT EXPAND OPPORTUNITY FOR ALL OKLAHOMANS THROUGH NONPARTISAN RESEARCH, ANALYSIS, AND ADVOCACY. 0 0 1485188 38600 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 350 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. 2605 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 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. 186426 645 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. 186426 645 1674219 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X THE ORGANIZATION 9187943944 907 SOUTH DETROIT AVENUE SUITE 1005 TULSA OK 74120 JOSEPH SIANO CHAIRMAN OF THE BOARD 5.00 X X 0 0 0 CAROLINE GUERRA WOLF VICE CHAIRMAN OF THE BOARD 3.00 X X 0 0 0 BEVERLY CARMICHAEL SECRETARY OF THE BOARD 2.00 X X 0 0 0 REBECCA THOMPSON TREASURER 4.00 X X 0 0 0 DON MILLICAN PAST CHAIR 2.00 X X 0 0 0 ANN-CLORE DUNCAN BOARD MEMBER 2.00 X 0 0 0 JOHN FEAVER BOARD MEMBER 2.00 X 0 0 0 HOLBROOK LAWSON BOARD MEMBER 2.00 X 0 0 0 JOHN SCHUMANN BOARD MEMBER 2.00 X 0 0 0 KEN FERGESON BOARD MEMBER 2.00 X 0 0 0 SUSAN BYNUM BOARD MEMBER 2.00 X 0 0 0 CHARLES GARRETT BOARD MEMBER 2.00 X 0 0 0 ASHLEY HARRIS PHILIPPSEN BOARD MEMBER 2.00 X 0 0 0 KELSEY KARPER BOARD MEMBER 2.00 X 0 0 0 RODGER KERR BOARD MEMBER 2.00 X 0 0 0 ROGER KNAK BOARD MEMBER 2.00 X 0 0 0 ERIKA LUCAS BOARD MEMBER 2.00 X 0 0 0 KARA BERST BOARD MEMBER 2.00 X 0 0 0 JEFF BERRONG BOARD MEMBER 2.00 X 0 0 0 AHNIWAKE ROSE EXECUTIVE DIRECTOR 40.00 X 145831 0 13660 SHILOH KANTZ DEPUTY DIRECTOR 40.00 X 77385 0 5152 223216 0 18812 1 0 1 0 0 252156 2772221 3024377 SUMMER POLICY INSTITUT 900099 350 350 350 601 601 MISCELLANEOUS REVENUE 900099 645 645 645 3025973 995 0 601 38600 38600 242028 205724 24203 12101 1047644 890497 104765 52382 39163 33289 3916 1958 81672 69421 8167 4084 97667 83017 9767 4883 16073 16073 41723 30060 11663 86610 86610 127704 85702 21320 20682 29083 25988 554 2541 64231 54596 6423 3212 23141 23115 26 2956 2956 2940 2587 147 206 2514 2514 SPECIAL EVENTS 26319 26059 0 260 RESEARCH MATERIALS 12646 12646 MEALS AND ENTERTAINMENT 7812 6249 781 782 OTHER EXPENSES 96 59 37 1990622 1674219 213286 103117 882770 1626279 399504 414875 10602 42571 19807 26563 26317 21537 7720 4780 10259 11111 1330662 2126179 84622 93988 249200 0 333822 93988 X 249761 998718 747079 1033473 996840 2032191 1330662 2126179 1035351 0 X X 0 1 X 1 0 X 905972 2512004 1638573 2156620 3024377 10237546 26075 37050 14081 77206 932047 2549054 1652654 2156620 3024377 10314752 5450 20000 15000 5000 5000 50450 0 5450 20000 15000 5000 5000 50450 10264302 604 4861 11343 3741 601 21150 604 4861 11343 3741 601 21150 505 1833 1345 440 645 4768 933156 2555748 1665342 2160801 3025623 10340670 0.99260 0.98970 0.00200 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12225 16534 28759 1645460 1674219 233711 58428 0 0 179401 233670 232357 233711 879139 1318709 10025 6804 10385 28759 55973 44850 58418 58089 58428 219785 329678 2733 2136 4098 12225 21192 26317 21537 4780 4780 3029426 3453 3453 3025973 0 3025973 1994075 3453 3453 1990622 0 1990622 0 OPPORTUNITIES INDUSTRIALIZATION CENTERS OF OKLAHOMA COUNTY 3033 NORTH WALNUT AVENUE BLDG EAST OKLAHOMA CITY OK 73105 730753216 501(C)3 7500 0 ENROLLMENT WORK 1 X X X X 0 0 0 0 0 0 0 1 0 AHNIWAKE ROSE EXECUTIVE DIRECTOR 144413 0 1418 0 0 0 7595 0 6065 0 159491 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE HIRES THE EXECUTIVE DIRECTOR AT A CERTAIN RATE OF PAY, BASED ON MARKET RATES FROM ADP PAYSCALE AND THE OKLAHOMA CENTER FOR NONPROFITS COMPENSATION SURVEY RESULTS. THE BOARD APPROVES ANY AND ALL RAISES THAT TAKE PLACE FOR THE ED. PART I, LINE 7 A 1% HOLIDAY BONUS WAS GIVEN TO ALL STAFF APPROVED BY THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR'S 1% BONUS WAS APPROVED BY THE BOARD CHAIR AND BOARD TREASURER. 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. 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.