2017-11-15T17:15:52-06:00 2016-12-31 731413977 HOGANTAYLOR LLP 2222 S UTICA PL SUITE 200 TULSA OK 741147002 990 2016-01-01 331178624 OKLAHOMA POLICY INC OKLA 9187943944 907 SOUTH DETROIT AVENUE SUITE 1005 TULSA OK 74120 DAVID BLATT EXECUTIVE DIRECTOR 9187943944 2017-11-14 1 ROSS A MCKINNEY P01325112 9187452333 2017-11-14 98.184.84.130 2017-11-14 12:14:35 CS P 84F07E77B754D51F212A581DBD7B32CB8AC468C3 822277AB77ECAA3BEAA4C7B9DC3BE50B9A800069 2016 2017-02-10 21:41:12Z OKLAHOMA POLICY INSTITUTE ANN-CLORE DUNCAN 1700 MULHOLLAND DRIVE EDMOND OK 73012 988200 0 X WWW.OKPOLICY.ORG X 2007 OK PROVIDE INDEPENDENT ANALYSIS AND IDEAS ON STATE POLICY AND BUDGET. 10 10 21 25 0 0 767749 941154 24190 46678 367 368 0 0 792306 988200 0 0 0 0 459614 586218 0 0 52047 273440 330163 733054 916381 59252 71819 587415 655261 35911 37009 551504 618252 X 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. 0 0 709066 0 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 24368 19538 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. 12611 13325 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. 12028 13815 FALL POLICY BOOT CAMP IS AN INTENSIVE, ONE-DAY POLICY TRAINING INTENDED PRIMARILY FOR EMERGING PROFESSIONALS WORKING FOR NON-PROFITS, ADVOCACY GROUPS, GOVERNMENT, AND BUSINESSES, AS WELL AS EDUCATORS, PARENTS, CIVIC VOLUNTEERS, AND OTHER RISING LEADERS WITH AN INTEREST IN OKLAHOMA ISSUES BUT WITHOUT IN-DEPTH FAMILIARITY WITH THE STATE'S POLICY LANDSCAPE. ADVOCATES AND PROFESSIONALS WITH EXPERTISE IN ONE POLICY AREA WHO WISH TO BE BETTER INFORMED ACROSS A BROADER CANVAS OF ISSUES WILL FIND THIS TRAINING ESPECIALLY USEFUL. THE PROGRAM IS A CONDENSED VERSION OF THE FOUR-DAY SUMMER POLICY INSTITUTE (SPI) FOR COLLEGE STUDENTS. IT FEATURES OVERVIEW PRESENTATIONS BY OK POLICY STAFF ON THE STATE'S MAJOR POLICY ISSUES, AS WELL AS BREAKOUT SESSIONS ON THE LEGISLATIVE PROCESS, DIVERSITY AND INCLUSION, ADVOCACY, AND RESEARCH TECHNIQUES. 8937 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. 20965 13815 767010 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 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 ANN-CLORE DUNCAN CHAIRMAN OF THE BOARD 10.00 X X 0 0 0 DON MILLICAN TREASURER OF THE BOARD 5.00 X X 0 0 0 FELICIA COLLINS CORREIA SECRETARY OF THE BOARD 3.00 X X 0 0 0 CHUCK GARRETT BOARD MEMBER 2.00 X 0 0 0 VINCE LOVOI PAST CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 LINDA EDMONDSON BOARD MEMBER 1.00 X 0 0 0 JOHN FEAVER BOARD MEMBER 2.00 X 0 0 0 KEN FERGESON BOARD MEMBER 1.00 X 0 0 0 JOE SIANO BOARD MEMBER 1.00 X 0 0 0 HOLBROOK LAWSON BOARD MEMBER 1.00 X 0 0 0 DAVID BLATT EXECUTIVE DIRECTOR 40.00 X 125766 0 11737 SHILOH KANTZ DIRECTOR OF OPERATIONS 40.00 X 52418 0 2516 178184 0 14253 1 0 0 0 0 941154 941154 SUMMER POLICY INSTITUT 900099 19538 19538 FALL POLICY BOOT CAMP 900099 13815 13815 STATE BUDGET SUMMIT 900099 13325 13325 46678 368 368 988200 46678 0 368 192437 163572 19243 9622 334118 284000 33412 16706 6787 5769 679 339 14953 12710 1496 747 37923 32235 3792 1896 1253 984 269 65 51 14 13012 10219 2793 83954 65930 18024 9690 9690 66650 42009 8536 16105 7472 5443 520 1509 33096 28131 3310 1655 74838 73324 1514 2107 1855 105 147 4525 4525 SPECIAL EVENTS 28438 27177 1261 MEALS AND ENTERTAINMENT 4617 3693 462 462 RESEARCH MATERIALS 346 218 44 84 OTHER EXPENSES 100 100 916381 767010 97324 52047 186013 285131 211602 211970 160000 102000 9742 23617 7544 17449 16762 6873 5925 9889 6589 5205 587415 655261 30211 28234 5700 8775 35911 37009 X 391504 387585 160000 230667 551504 618252 587415 655261 X 71819 -5071 X X 0 1 X 1 0 X 671328 567022 744725 767749 960692 3711516 19119 27140 46259 671328 567022 744725 786868 987832 3757775 44250 25000 30000 20100 15000 134350 0 44250 25000 30000 20100 15000 134350 3623425 355 387 492 367 368 1969 355 387 492 367 368 1969 671683 567409 745217 787235 988200 3759744 0.96370 0.95110 0.00050 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8937 24336 33273 733737 767010 140052 35013 0 0 97162 105933 115931 140052 459078 688617 8895 14933 20652 33273 77753 24291 26483 28983 35013 114770 172155 1601 3033 474 8937 14045 16762 6873 9889 9889 988200 0 988200 0 988200 921452 5071 5071 916381 0 916381 PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE OFF OF UNCOLLECTIBLE PROGRAM REVENUE FROM PRIOR YEAR(S) 5,071. FORM 990, PART VI, SECTION B, LINE 11B WHEN THE 990 IS FINISHED, A DRAFT IS SUBMITTED VIA EMAIL TO ALL BOARD MEMBERS. IT IS NOT SIGNED AND SUBMITTED TO THE GOVERNMENT UNTIL ALL BOARD MEMBERS APPROVE IT. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY COLLECTING YEARLY STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD MUST ENTER EXECUTIVE SESSION AND VOTE UNANIMOUSLY TO APPROVE ANY DIRECTOR CHANGES, INCLUDING PAY. 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: WRITE OFF OF UNCOLLECTIBLE PROGRAM REVENUE FROM PRIOR YEAR(S) -5,071. 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