LEADERSHIP OKLAHOMA INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LEADERSHIP OKLAHOMA INC (EIN 73-1301631)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-27
IRS object ID
201700589349300240
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-02-27T15:22:51-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731502599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEDEL RAHILL & ASSOCIATES CPA'S PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 NORTHWEST 63RD STREET 2ND FLOAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731165719ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731301631EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEADERSHIP OKLAHOMA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEADBusinessNameControlTxt
Phone4058480001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 N WESTERN AVENUE SUITE 142AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73118ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARION PADENPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone4058480001PhoneNum
Signature2017-02-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARTHUR C RAHILL JR CPAPreparerPersonNm
PTINP00172703PTIN
Phone4058423662PhoneNum
Preparation2017-02-10PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARION PADENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 NW 57TH STREETAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73112ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,265,800GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LEADERSHIPOKLAHOMA.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionORGANIZED TO DEVELOP, EDUCATE, AND NURTURE A STATEWIDE NETWORK OF PROACTIVE LEADERS FOR OKLAHOMA.ActivityOrMissionDesc
Voting Members Governing Body42VotingMembersGoverningBodyCnt
Voting Members Independent42VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$589,741PYContributionsGrantsAmt
CY Contributions Grants$385,286CYContributionsGrantsAmt
PY Program Service Revenue$158,275PYProgramServiceRevenueAmt
CY Program Service Revenue$158,510CYProgramServiceRevenueAmt
PY Investment Income$102,571PYInvestmentIncomeAmt
CY Investment Income$9,480CYInvestmentIncomeAmt
PY Other Revenue$19,759PYOtherRevenueAmt
CY Other Revenue-$9,812CYOtherRevenueAmt
PY Total Revenue$870,346PYTotalRevenueAmt
CY Total Revenue$543,464CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$310,967PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$310,024CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,935CYTotalFundraisingExpenseAmt
PY Other Expenses$339,790PYOtherExpensesAmt
CY Other Expenses$347,699CYOtherExpensesAmt
PY Total Expenses$650,757PYTotalExpensesAmt
CY Total Expenses$657,723CYTotalExpensesAmt
PY Revenues Less Expenses$219,589PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$114,259CYRevenuesLessExpensesAmt
Total Assets BOY$3,021,532TotalAssetsBOYAmt
Total Assets EOY$2,899,835TotalAssetsEOYAmt
Total Liabilities BOY$164,161TotalLiabilitiesBOYAmt
Total Liabilities EOY$195,954TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,857,371NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,703,881NetAssetsOrFundBalancesEOYAmt
MissionLEADERSHIP OKLAHOMA WAS ORGANIZED TO CREATE, INSPIRE, AND SUPPORT A DYNAMIC NETWORK OF LEADERS WHOSE INCREASED AWARENESS AND COMMITMENT TO SERVICE WILL ENERGIZE OKLAHOMANS TO SHAPE OKLAHOMA'S FUTURE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$321,056ExpenseAmt
Revenue$158,510RevenueAmt
DescLEADERSHIP OKLAHOMA CLASS PARTICIPANTS ENGAGE IN DIRECT INVOLVEMENT IN MEETING STATE LEADERS AND EXPLORING THE STATE'S PRESENT AND FUTURE OPPORTUNITIES.Desc
Total Program Service Expenses$321,056TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members42GoverningBodyVotingMembersCnt
Independent Voting Member42IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEADERSHIP OKLAHOMA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4058480001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 N WESTERN STE 142AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73118ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
LAURI TILLEY
VICE-CHAIRMA2.00Yes (X)$0$0$0
CW HARRISON
CHARIMAN - N2.00Yes (X)$0$0$0
DIANA HARTLEY
CHAIRMAN - A2.00Yes (X)$0$0$0
ALBERT JOHNSON JR
CHAIRMAN - Y2.00Yes (X)$0$0$0
BRENT KISLING
CHAIRMAN - A2.00Yes (X)$0$0$0
MATTHEW MOLLMAN
CHAIRMAN - M2.00Yes (X)$0$0$0
CRISTY MORRISON
CHAIRMAN - M2.00Yes (X)$0$0$0
MARK WILLIAMS
CHAIRMAN - D2.00Yes (X)$0$0$0
GREG WHEELER
CHAIRMAN - F2.00Yes (X)$0$0$0
JOE ABSHERE
BOARD MEMBER2.00$0$0$0Yes (X)
CHRISTOPHER ANOATUBBY
BOARD MEMBER2.00$0$0$0Yes (X)
ALISON ANTHONY
BOARD MEMBER2.00$0$0$0Yes (X)
GT BYNUM
BOARD MEMBER2.00$0$0$0Yes (X)
BRIAN BYRNES
BOARD MEMBER2.00$0$0$0Yes (X)
MICHELLE CAMPBELL
BOARD MEMBER2.00$0$0$0Yes (X)
GILMER CAPPS
BOARD MEMBER2.00$0$0$0Yes (X)
JODI CLINE
BOARD MEMBER2.00$0$0$0Yes (X)
CAROLYN CUMMINS
BOARD MEMBER2.00$0$0$0Yes (X)
JULIE DANIELS
BOARD MEMBER2.00$0$0$0Yes (X)
GREG ELLIOTT
BOARD MEMBER2.00$0$0$0Yes (X)
TOM EVANS
BOARD MEMBER2.00$0$0$0Yes (X)
SHANE FERNANDEZ
BOARD MEMBER2.00$0$0$0Yes (X)
DEENA FISHER
BOARD MEMBER2.00$0$0$0Yes (X)
RISHA GRANT
BOARD MEMBER2.00$0$0$0Yes (X)
DIANA HARTLEY
BOARD MEMBER2.00$0$0$0Yes (X)
WES HILLIARD
BOARD MEMBER2.00$0$0$0Yes (X)
PAULA HUCK
BOARD MEMBER2.00$0$0$0Yes (X)
BLU HULSEY
BOARD MEMBER2.00$0$0$0Yes (X)
JANE JENKINS
BOARD MEMBER2.00$0$0$0Yes (X)
JOHN KILLAM
BOARD MEMBER2.00$0$0$0Yes (X)
BENJAMIN KIMBRO
BOARD MEMBER2.00$0$0$0Yes (X)
ADAM LEAMING
BOARD MEMBER2.00$0$0$0Yes (X)
BRIAN MCCLAIN
BOARD MEMBER2.00$0$0$0Yes (X)
LANCE MCDANIEL
BOARD MEMBER2.00$0$0$0Yes (X)
JENNIFER MEASON
BOARD MEMBER2.00$0$0$0Yes (X)
ZAC LYNN PERKINS
BOARD MEMBER2.00$0$0$0Yes (X)
ROGER RINEHART
BOARD MEMBER2.00$0$0$0Yes (X)
KRISTA ROBERTS
BOARD MEMBER2.00$0$0$0Yes (X)
JIM ROBERTSON
BOARD MEMBER2.00$0$0$0Yes (X)
TW SHANNON
BOARD MEMBER2.00$0$0$0Yes (X)
SCOTT STIDHAM
BOARD MEMBER2.00$0$0$0Yes (X)
TED STREULI
BOARD MEMBER2.00$0$0$0Yes (X)
JED WINTERS
BOARD MEMBER2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$122,885MembershipDuesAmt
All Other Contributions$262,401AllOtherContributionsAmt
Total Contributions$385,286TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CLASS TUITION611600$127,500$127,500
GALA REGISTRATION FEES900099$10,625$10,625
FALL FORUM REGISTRATION FEES900099$10,005$10,005
EDUCATION PROGRAM FEES900099$6,960$6,960
CLASS APPLICATION FEES900099$3,420$3,420
FieldValueIRS element (for citing)
Total Program Service Revenue$158,510TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,059TotalRevenueColumnAmt
Exclusion$69,059ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$592,772SecuritiesAmt
Other$10,887OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$663,238SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$70,466SecuritiesAmt
Other$10,887OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$59,579TotalRevenueColumnAmt
Related Or Exempt Func Income-$70,466RelatedOrExemptFuncIncomeAmt
Exclusion$10,887ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$48,704FundraisingGrossIncomeAmt
Fundraising Direct Expenses$59,098FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,394TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$582TotalRevenueColumnAmt
Related Or Exempt Func Income$582RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$582OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$543,464TotalRevenueColumnAmt
Related Or Exempt Func Income$88,626RelatedOrExemptFuncIncomeAmt
Exclusion$79,946ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$262,315TotalAmt
Program Services$104,926ProgramServicesAmt
Management And General$146,896ManagementAndGeneralAmt
Fundraising$10,493FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,420TotalAmt
Program Services$5,768ProgramServicesAmt
Management And General$8,075ManagementAndGeneralAmt
Fundraising$577FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,609TotalAmt
Program Services$5,044ProgramServicesAmt
Management And General$7,061ManagementAndGeneralAmt
Fundraising$504FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,680TotalAmt
Program Services$8,272ProgramServicesAmt
Management And General$11,581ManagementAndGeneralAmt
Fundraising$827FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,380TotalAmt
Management And General$7,380ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$18,153TotalAmt
Management And General$18,153ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$26,442TotalAmt
Management And General$26,442ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,353TotalAmt
Program Services$5,741ProgramServicesAmt
Management And General$8,038ManagementAndGeneralAmt
Fundraising$574FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,533TotalAmt
Management And General$11,533ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,722TotalAmt
Program Services$7,489ProgramServicesAmt
Management And General$10,485ManagementAndGeneralAmt
Fundraising$748FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,147TotalAmt
Management And General$3,147ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$151,241TotalAmt
Program Services$140,064ProgramServicesAmt
Management And General$11,177ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$14,359TotalAmt
Program Services$210ProgramServicesAmt
Management And General$14,149ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,300TotalAmt
Program Services$2,120ProgramServicesAmt
Management And General$2,968ManagementAndGeneralAmt
Fundraising$212FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CONTRACTS - PROGRAM$41,410$41,410
CONTRACTS LOK$20,500$20,500
PAYPAL FEES$3,818$3,818
SCHOLORSHIP - YLOK$3,000$3,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,341TotalAmt
Program Services$12ProgramServicesAmt
Management And General$8,329ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$657,723TotalAmt
Program Services$321,056ProgramServicesAmt
Management And General$322,732ManagementAndGeneralAmt
Fundraising$13,935FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$525,748BOYAmt
EOY$493,185EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$50,000EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$108,500BOYAmt
EOY$80,750EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,643BOYAmt
EOY$3,706EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$80,902LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$63,150LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$31,068BOYAmt
EOY$17,752EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,349,415BOYAmt
EOY$2,251,724EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,158BOYAmt
EOY$2,718EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,021,532BOYAmt
EOY$2,899,835EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,561BOYAmt
EOY$34,689EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$158,600BOYAmt
EOY$161,265EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$164,161BOYAmt
EOY$195,954EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$440,728BOYAmt
EOY$349,130EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$2,416,643BOYAmt
EOY$2,354,751EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,857,371BOYAmt
EOY$2,703,881EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,021,532BOYAmt
EOY$2,899,835EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$114,259ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$39,235NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$4PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$760,240CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$792,465CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$752,068CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$589,741CurrentTaxYearMinus1YearAmt
Current Tax Year$385,286CurrentTaxYearAmt
Total$3,279,800TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$760,240CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$792,465CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$752,068CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$589,741CurrentTaxYearMinus1YearAmt
Current Tax Year$385,286CurrentTaxYearAmt
Total$3,279,800TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,279,800PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,359CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,310CurrentTaxYearMinus1YearAmt
Current Tax Year$69,059CurrentTaxYearAmt
Total$259,363TotalAmt
FieldValueIRS element (for citing)
Total Support$3,539,163TotalSupportAmt
Gross Receipts Rltd Activities$207,796GrossReceiptsRltdActivitiesAmt
Public Support CY1700.92670PublicSupportCY170Pct
Public Support PY1700.93890PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,416,647BeginningYearBalanceAmt
Contributions$72,425ContributionsAmt
Investment Earnings Or Losses-$30,760InvestmentEarningsOrLossesAmt
Other Expenditures$85,084OtherExpendituresAmt
Administrative Expenses$17,757AdministrativeExpensesAmt
End Year Balance$2,354,751EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,383,596BeginningYearBalanceAmt
Contributions$96,300ContributionsAmt
Investment Earnings Or Losses$22,056InvestmentEarningsOrLossesAmt
Other Expenditures$70,251OtherExpendituresAmt
Administrative Expenses$18,054AdministrativeExpensesAmt
End Year Balance$2,416,647EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,799,162BeginningYearBalanceAmt
Contributions$400,900ContributionsAmt
Investment Earnings Or Losses$258,437InvestmentEarningsOrLossesAmt
Other Expenditures$58,480OtherExpendituresAmt
Administrative Expenses$16,423AdministrativeExpensesAmt
End Year Balance$2,383,596EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,424,065BeginningYearBalanceAmt
Contributions$93,076ContributionsAmt
Investment Earnings Or Losses$343,328InvestmentEarningsOrLossesAmt
Other Expenditures$49,675OtherExpendituresAmt
Administrative Expenses$11,632AdministrativeExpensesAmt
End Year Balance$1,799,162EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,153,942BeginningYearBalanceAmt
Contributions$259,833ContributionsAmt
Investment Earnings Or Losses$65,723InvestmentEarningsOrLossesAmt
Other Expenditures$48,284OtherExpendituresAmt
Administrative Expenses$7,149AdministrativeExpensesAmt
End Year Balance$1,424,065EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,684OtherCostOrOtherBasisAmt
Depreciation$18,652DepreciationAmt
Book Value$4,032BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$58,218OtherCostOrOtherBasisAmt
Depreciation$44,498DepreciationAmt
Book Value$13,720BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$17,752TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$701,700TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$39,235NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$138,279DonatedServicesAndUseFcltsAmt
Other Revenue$59,192OtherRevenueAmt
Revenue Not Reported$158,236RevenueNotReportedAmt
Revenue Subtotal$543,464RevenueSubtotalAmt
Total Revenue Per Form990$543,464TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$855,194TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$138,279DonatedServicesUseFcltsAmt
Other Expenses Included$59,192OtherExpensesIncludedAmt
Expenses Not Reported$197,471ExpensesNotReportedAmt
Expenses Subtotal$657,723ExpensesSubtotalAmt
Total Expenses Per Form990$657,723TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4THE MISSION OF THE ENDOWMENT IS TO PROVIDE SUPPLEMENTAL FUNDING FOR THE PROGRAMS OR PROJECTS OF LEADERSHIP OKLAHOMA AND TO PROVIDE BACK UP FUNDING DURING THE PERIODS WHEN NORMAL FUNDING IS INSUFFICIENT TO MEET THE OPERATIONAL NEEDS OF LEADERSHIP OKLAHOMA. ALL SUCH EXPENDITURES MUST BE MADE IN THE FURTHERANCE OF THE MISSION OF LEADERSHIP OKLAHOMA.
SCHEDULE D, PAGE 4, PART XI, LINE 2DDIRECT EXPENSES 59,098 SALES TAX 94
SCHEDULE D, PAGE 4, PART XII, LINE 2DDIRECT EXPENSES 59,098 SALES TAX 94

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FALL FORUMEvent1Nm
Gross Receipts Event1$28,954GrossReceiptsEvent1Amt
Gross Revenue Event1$28,954GrossRevenueEvent1Amt
Entertainment Event1$23,951EntertainmentEvent1Amt
Event2GALAEvent2Nm
Gross Receipts Event2$19,750GrossReceiptsEvent2Amt
Gross Revenue Event2$19,750GrossRevenueEvent2Amt
Entertainment Event2$35,147EntertainmentEvent2Amt
Gross Receipts Total$48,704GrossReceiptsTotalAmt
Gross Revenue Total Events$48,704GrossRevenueTotalEventsAmt
Entertainment Total Events$59,098EntertainmentTotalEventsAmt
Direct Expense Summary Events$59,098DirectExpenseSummaryEventsAmt
Net Income Summary-$10,394NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD RECEIVES A COPY OF THE FORM 990 IN ADVANCE. WRITTEN POLICIES DESIGNATE THAT THE AUDIT COMMITTEE REVIEWS THE RETURN IN ADVANCE OF FILING.
FORM 990, PAGE 6, PART VI, LINE 12CBOARD MEMBERS ARE REQUIRED TO SUBMIT ANNUAL REPORTS ON POTENTIAL CONFLICTS OF INTEREST AND RESPOND TO QUESTIONAIRES. THESE ARE TRACKED BY STAFF TO ENSURE THAT ALL HAVE BEEN RECEIVED. THE EXECUTIVE COMMITTEE REVIEWS THE ANNUAL REPORTS AND DISCUSSES AND RESOLVES ANY POTENTIAL CONFLICTS.
FORM 990, PAGE 6, PART VI, LINE 15APERSONNEL COMMITTEE COMPRISING OF THE PRESIDENT, PRESIDENT-ELECT, AND IMMEDIATE PAST PRESIDENT REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER (CEO) AND RECOMMENDS COMPENSATION INCREASES, ADJUSTMENTS, AND/OR BONUSES TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. THESE RECOMMENDATIONS ARE USED WHEN PLANNING THE BUDGET. THE ORGANIZATION USES DATA COLLECTED BY THE OKLAHOMA CENTER FOR NONPROFITS ON NONPROFIT COMPENSATION TO DETERMINE THE RANGE OF THE SALARY FOR THE CEO AND OTHER STAFF. HUMAN RESOURCE PROFESSIONALS ARE ALSO CONSULTED.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS, POLICIES, THE MOST RECENTLY FILED FORM 990, AND OTHER FINANCIAL INFORMATION IS AVAILABLE ON THE ORGANIZATIONS WEBSITE.
FORM 990, PART XI, LINE 9DIRECT EXPENSES 59,098 SALES TAX 94 DIRECT EXPENSES -59,098 SALES TAX -94

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