2021-11-15T15:33:38-06:00 2020-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2020-01-01 331178624 OKLAHOMA POLICY INC OKLA 9187943944 907 SOUTH DETROIT AVENUE SUITE 100 TULSA OK 74120 AHNIWAKE ROSE EXECUTIVE DIRECTOR 9187943944 2021-11-12 1 AHNIWAKE ROSE 999009999 RYAN BOLIN P01238915 9187452333 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z OKLAHOMA POLICY INSTITUTE JOE SIANO 3300 PINEHURST DRIVE NORMAN OK 73072 2160801 0 X WWW.OKPOLICY.ORG X 2007 OK PROVIDE INDEPENDENT ANALYSIS AND IDEAS ON STATE POLICY AND BUDGET. 13 13 37 25 0 0 1624164 2156620 28490 0 11343 3741 1345 440 1665342 2160801 4889 51850 0 0 1316087 1321835 0 0 95579 685255 598644 2006231 1972329 -340889 188472 1146225 1330662 332982 333822 813243 996840 X OKLAHOMA POLICY ADVANCES EQUITABLE AND FISCALLY RESPONSIBLE POLICIES THAT EXPAND OPPORTUNITY FOR ALL OKLAHOMANS THROUGH NONPARTISAN RESEARCH, ANALYSIS, AND ADVOCACY. 0 0 1461266 51850 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 7830 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. 5794 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. 172243 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. 172243 1647133 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 DON MILLICAN CHAIRMAN OF THE BOARD 5.00 X X 0 0 0 JOE SIANO VICE CHAIRMAN OF THE BOARD 3.00 X X 0 0 0 CHUCK GARRETT TREASURER 4.00 X X 0 0 0 JEFF BERRONG SECRETARY OF THE BOARD 2.00 X X 0 0 0 ANN-CLORE DUNCAN PAST CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 ANDREW TEVINGTON BOARD MEMBER 2.00 X 0 0 0 JOHN FEAVER BOARD MEMBER 2.00 X 0 0 0 KEN FERGESON BOARD MEMBER 2.00 X 0 0 0 CAROLINE GUERRA WOLF 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 ERIKA LUCAS BOARD MEMBER 2.00 X 0 0 0 KARA BERST BOARD MEMBER 2.00 X 0 0 0 AHNIWAKE ROSE EXECUTIVE DIRECTOR 40.00 X 136497 0 14243 SHILOH KANTZ DEPUTY DIRECTOR 40.00 X 68241 0 7371 204738 0 21614 1 0 1 0 0 2156620 2156620 3741 3741 MISCELLANEOUS REVENUE 900099 440 440 440 2160801 440 0 3741 51850 51850 226352 192399 22635 11318 913348 776346 91335 45667 36142 30721 3614 1807 60464 51395 6046 3023 85529 72700 8553 4276 22085 22085 153765 117243 36522 81454 81454 136676 90155 22946 23575 47470 44256 1103 2111 63101 53636 6310 3155 32920 32899 21 3216 2830 161 225 3340 3340 SPECIAL EVENTS 27919 27919 RESEARCH MATERIALS 12567 12567 OTHER EXPENSES 10122 5556 4566 MEALS AND ENTERTAINMENT 4009 3207 401 401 1972329 1647133 229617 95579 808633 882770 255000 399504 41643 10602 18974 19807 26317 18597 9743 7720 12232 10259 1146225 1330662 87167 84622 245815 0 0 249200 332982 333822 X 349245 249761 463998 747079 813243 996840 1146225 1330662 X 188472 -4875 X X 0 1 X 1 0 X 960692 905972 2512004 1638573 2156620 8173861 27140 26075 37050 14081 0 104346 987832 932047 2549054 1652654 2156620 8278207 15000 5450 20000 15000 5000 60450 0 15000 5450 20000 15000 5000 60450 8217757 368 604 4861 11343 3741 20917 368 604 4861 11343 3741 20917 505 1833 1345 440 4123 988200 933156 2555748 1665342 2160801 8303247 0.98970 0.98600 0.00250 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4098 6287 10385 1636748 1647133 232357 58089 0 0 144379 179401 233670 232357 789807 1184711 44179 10025 6804 10385 71393 36095 44850 58418 58089 197452 296178 12757 2733 2136 4098 21724 26317 18597 7720 7720 2180532 19731 19731 2160801 0 2160801 1996935 19731 4875 24606 1972329 0 1972329 PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 4,875. X X X X 0 0 0 0 0 0 0 1 0 AHNIWAKE ROSE EXECUTIVE DIRECTOR 135146 0 1351 0 0 0 7507 0 6736 0 150740 0 0 0 PART I, LINE 3 WHEN DOING THE EXECUTIVE DIRECTOR (ED) SEARCH IN 2019, THE BOARD HIRED THE CURRENT ED AT $140,000 BASED ON THE SEARCH COMMITTEE OF THE BOARD, THE 2018 BIANNUAL OKLAHOMA COMPENSATION SURVEY FROM THE OKLAHOMA CENTER OF NONPROFITS, AND THE SEARCH CONSULTANT FIRM HIRED TO HELP WITH THE SEARCH. SINCE THEN, THE BOARD HAS GIVEN RAISES BASED ON THE FEDERAL COLA PERCENTAGE. THE SAME COLA HAS BEEN OFFERED TO ALL STAFF AT THE ORGANIZATION WITH MORE THAN A YEAR OF SERVICE. 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 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. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -4,875. 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