2025-11-13T15:36:30-06:00 2024-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2024-01-01 331178624 OKLAHOMA POLICY INC OKLA 9187943944 907 SOUTH DETROIT AVENUE 1005 TULSA OK 74120 SHILOH KANTZ EXECUTIVE DIRECTOR 9187943944 2025-11-12 1 0 MARISA N GIBBS P01914074 9187452333 2025-11-12 2024 2025-03-06 01:10:19Z OKLAHOMA POLICY INSTITUTE JEFFREY BERRONG 907 SOUTH DETROIT AVENUE 1005 TULSA OK 74120 1899985 0 X WWW.OKPOLICY.ORG X 2007 OK PROVIDE INDEPENDENT ANALYSIS AND IDEAS ON STATE POLICY AND BUDGET. 10 10 31 25 0 0 1925750 1857763 5400 6825 44323 34940 698 457 1976171 1899985 31400 19077 0 0 1810187 1758132 0 0 112296 447606 371472 2289193 2148681 -313022 -248696 1743575 1466757 170532 142410 1573043 1324347 X OKLAHOMA POLICY ADVANCES EQUITABLE AND FISCALLY RESPONSIBLE POLICIES THAT EXPAND OPPORTUNITY FOR ALL OKLAHOMANS THROUGH NONPARTISAN RESEARCH, ANALYSIS, AND ADVOCACY. 0 1 1720597 19077 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. 46434 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. 36905 7282 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. 1803936 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 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 4 0 1 31 1 0 0 0 0 0 0 0 0 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 JEFF BERRONG BOARD CHAIRMAN 5.00 X X 0 0 0 CAROLINE GUERRA WOLF VICE CHAIRMAN OF THE BOARD 3.00 X X 0 0 0 KELSEY KARPER SECRETARY OF THE BOARD 2.00 X X 0 0 0 REBECCA THOMPSON BOARD TREASURER 4.00 X X 0 0 0 SUSAN BYNUM BOARD MEMBER 2.00 X 0 0 0 ASHLEY HARRIS PHILIPPSEN BOARD MEMBER 2.00 X 0 0 0 KIM HOLLAND 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 MIKE WOODS BOARD CHAIRMAN 2.00 X 0 0 0 SHILOH KANTZ EXECUTIVE DIRECTOR 45.00 X 118191 0 18585 118191 0 18585 1 0 0 0 0 1857763 1857763 SPI TUITION 900099 6825 6825 6825 34940 34940 MISCELLANEOUS REVENUE 900099 457 457 457 1899985 7282 0 34940 19077 19077 136776 116260 13677 6839 1313262 1116273 131326 65663 60207 51176 6021 3010 139314 118417 13931 6966 108573 92288 10856 5429 68 68 24605 24605 18184 18184 45727 40464 3509 1754 23171 23171 118644 79679 21956 17009 7595 5310 2285 33619 28576 3362 1681 55231 53886 1345 1806 1590 90 126 2691 2691 SPECIAL EVENTS 27357 27357 RESEARCH MATERIALS 10446 10446 MEALS AND ENTERTAINMENT 1889 1511 189 189 OTHER EXPENSES 439 271 168 2148681 1803936 232449 112296 943734 396208 0 293094 672000 700000 72568 49799 10600 3366 27318 27213 1912 105 42761 24185 1743575 1466757 125809 117365 44723 25045 170532 142410 X 408412 168966 1164631 1155381 1573043 1324347 1743575 1466757 -248696 0 X X 0 1 X 1 0 X 2156620 3024377 2109200 1925750 1857763 11073710 1565 5400 6825 13790 2156620 3024377 2110765 1931150 1864588 11087500 5000 5000 12627 22627 0 5000 5000 12627 22627 11064873 3741 601 10797 44323 34940 94402 3741 601 10797 44323 34940 94402 440 645 1810 698 457 4050 2160801 3025623 2123372 1976171 1899985 11185952 0.98920 0.98960 0.00840 0.00650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11547 24094 35641 1768295 1803936 240197 60049 0 0 233711 245131 245644 240197 964683 1447025 28759 40796 44345 35641 149541 58428 61283 61411 60049 241171 361757 12225 5747 8332 11547 37851 27318 27213 105 105 OPERATING LEASE LIABILITIES 25045 25045 1981219 81234 81234 1899985 0 1899985 2229915 81234 81234 2148681 0 2148681 FORM 990, PART III, LINE 3 WE CEASED CONDUCTING THE STATE BUDGET SUMMIT PROGRAM IN 2024. 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.