2016-02-15T07:02:50-06:00 2015-05-31 GRANT THORNTON LLP 8300 THORN DRIVE STE 300 WICHITA KS 672262708 990 2014-06-01 731164548 Leadership Oklahoma City Inc % ELIZABETH SHORTT LEAD 4054633331 730 W Wilshire Blvd Suite 116 Oklahoma City OK 73116 Elizabeth Shortt Executive Director 4054633331 2016-02-12 true Shannon A Rudisell P01435967 3162653231 2014 2016-08-17 19:52:53Z Elizabeth Shortt 730 W Wilshire Blvd Ste 116 Oklahoma City OK 73116 500692 false X www.lokc.org X 1981 OK Leadership Training 37 37 4 400 0 0 197297 269559 158182 172940 53882 56192 8510 2001 417871 500692 0 2500 0 0 230404 230470 0 0 0 219447 245213 449851 478183 -31980 22509 1198018 1232888 0 0 1198018 1232888 Leadership Oklahoma City, Inc. develops leaders for our community with the capacity to be effective forces of positive change. false false 445126 165185 Develop community leadership through activites that engage individuals in community service 445126 true true false false false false false false false true true true false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 4 true false false false false false false false false false false X 37 37 true false false false true false false true true false false true true true true true true true true false X ELIZABETH SHORTT 4054633331 730 W WILSHIRE BLVD SUITE 116 Oklahoma City OK 63116 Kay Martin Vice President 1.0 0.0 X X 0 0 0 Jennifer Wheeler Director 1.0 0.0 X 0 0 0 John Slay Vice President, Development 1.0 0.0 X X 0 0 0 Teresa Rose Director 1.0 0.0 X 0 0 0 Doug Stussi Director 1.0 0.0 X 0 0 0 Michael Biddinger President 1.0 0.0 X X 0 0 0 Kathy Williams Director 1.0 0.0 X 0 0 0 Mary Melon Program Co-Chair 3.0 0.0 X 0 0 0 Steve Raybourn Program Co-Chair 3.0 0.0 X 0 0 0 Jim Parrack Director 3.0 0.0 X 0 0 0 Paige Bass Director 1.0 0.0 X 0 0 0 Justin Brown Director 1.0 0.0 X 0 0 0 Clytie Bunyan Director 1.0 0.0 X 0 0 0 Alex Cameron Director 1.0 0.0 X 0 0 0 Heath Clinton Director 1.0 0.0 X 0 0 0 Michael Decker Alumni Association President 1.0 0.0 X 0 0 0 Eric Eissenstat Director 1.0 0.0 X 0 0 0 Kent Gardner Director 1.0 0.0 X 0 0 0 John Higginbotham Director 1.0 0.0 X 0 0 0 Randy Lewis Director 1.0 0.0 X 0 0 0 Jessica Martinez-Brooks Director 1.0 0.0 X 0 0 0 Jeanette Rice Director 1.0 0.0 X 0 0 0 Wendi Schuur Director 1.0 0.0 X 0 0 0 Paige Williams Director 1.0 0.0 X 0 0 0 Randy Roper Immediate Past President 1.0 0.0 X X 0 0 0 Tim Strange Program Co-Chair 3.0 0.0 X 0 0 0 Jane Sutter Youth Leadership Exchange 1.0 0.0 X 0 0 0 Valerie Thompson Secretary 1.0 0.0 X X 0 0 0 George Young Treasurer 1.0 0.0 X X 0 0 0 Joseph Hodges Director 1.0 0.0 X 0 0 0 Katie Kimberling Director 1.0 0.0 X 0 0 0 Michael Knopp Director 1.0 0.0 X 0 0 0 Ba Luong Director 1.0 0.0 X 0 0 0 Matt Bown Director 1.0 0.0 X 0 0 0 Marion Paden Director 1.0 0.0 X 0 0 0 Steve Rasmussen Director 1.0 0.0 X 0 0 0 Ginny Carl Program Co-Chair 3.0 0.0 X 0 0 0 Elizabeth Shortt Executive Director 40.0 0.0 X 81752 0 9886 81752 0 9886 0 false false false 0 X 94265 175294 269559 TUITION 561000 129730 129730 EVENT INCOME 561000 35455 35455 LEADERSHIP PROGRAM FEES 561000 7755 7755 172940 1315 1315 0 0 0 0 0 54877 54877 54877 54877 0 0 0 MISCELLANEOUS 900099 2001 2001 2001 500692 172940 58193 2500 2500 0 0 0 91637 77891 13746 0 138833 130286 8547 0 0 0 0 0 17397 14787 2610 0 0 0 0 8710 8710 28258 24158 4100 0 0 23492 19968 3524 0 0 0 0 0 2652 2122 530 0 CLASS SESSIONS/GRADUATION 49663 49663 ALUMNI EVENTS 44456 44456 AWARDS 40494 40494 LOYAL PROGRAM 16710 16710 13381 13381 478183 445126 33057 0 71328 96489 200000 200000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 43075 37480 8247 5595 0 0 918443 930804 0 0 0 0 0 0 1198018 1232888 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1198018 1232888 0 0 0 0 1198018 1232888 1198018 1232888 22509 12361 X false true X true false X 220915 162267 227365 197297 269559 1077403 144425 172912 187072 158182 172940 835531 0 0 0 365340 335179 414437 355479 442499 1912934 0 0 0 1912934 1372 58 27 1115 1315 3887 0 1372 58 27 1115 1315 3887 0 8005 7675 8535 8510 2001 34726 374717 342912 422999 365104 445815 1951547 0.98021 0.99182 0.00199 0.00818 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 918443 12361 930804 869026 49417 918443 797559 71467 869026 844570 -47071 797499 745078 99492 844570 1.00000 true false 20650 20425 225 18420 13050 5370 4005 4005 0 5595 ENDOWED FUNDS 930804 F 930804 0 0 X 513053 12361 12361 500692 500692 478183 478183 478183 Endowment Funds Schedule D, Part V, Line 4 The purpose of the endowment is to support the work of the organization in developing community leadership. FIN 48 (ASC 470) Footnote Schedule D, PART X, Line 2 Leadership OKC qualifies as an organization exempt from income taxes under section 501(C)(3) of the Internal Revenue Code except for amounts relating to unrelated business income. There were no unrealized business income taxes incurred in either fiscal year 2015 or 2014. As such, no provision has been made for federal or state income taxes. MANAGEMENT HAS REVIEWED LEADERSHIP OKC'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ACCRUAL IN THE FINANCIAL STATEMENTS OR DISCLOSURE IN THE FOOTNOTES TO BE IN COMPLIANCE WITH AUTHORITATIVE LITERATURE. GENERALLY, LEADERSHIP OKC IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO MAY, 31, 2012. Board Relationship Form 990, Part VI, Line 2 Three members of the governing body have a family relationship. Kathy Williams and John Michael Williams are married. Kathy Williams and Paige Williams are mother and daughter. Form 990 Review Form 990, Part VI, Line 11b The form 990 is provided in draft format to the executive director of the organization for review. The draft form is then provided to the governing body for comments prior to filing. Upon addressing any comments from the board of directors, the final form 990 is provided to the governing body prior to filing. Conflict of Interest Policy Form 990, Part VI, Line 12c Each Director and Officer shall be required to sign a Conflict of Interest and Confidentiality Disclosure Statement. The President shall determine those Volunteers and Employees who will be required to sign a Conflict of Interest and Confidentiality Disclosure Statement. All Directors, Officers, and Employees shall receive a copy of this Policy. The President shall submit a confidential report to the Board of Directors concerning any interests of Directors, Officers, or Employees together with his/her recommendations concerning the same. The Office of the President shall administer the reporting process, and may revise forms and procedures as necessary. The Board of Directors shall resolve any disputed action of the President with respect to conflict of interest matters. It is recognized that situations may arise in which Leadership Oklahoma City, Inc. may wish to contract or enter into an arrangement for goods or services with individual Directors, or Volunteers, Employees or Affiliated Persons, or with firms or corporations of which a Director, Trustee, or Volunteer, Employee or Affiliated Person may be a member, officer, or employee. In this event, before entering into any such contract or arrangement: (i) the terms of the contract or arrangement shall be disclosed to the Board of Directors; (ii) the appropriate body, as determined by the Board of Directors, shall determine that such contract or arrangement is upon terms and conditions advantageous to Leadership Oklahoma City, Inc. as can be obtained from any other source in an "arm's length" transaction; and (iii) the Board of Directors (with the subject Director abstaining) or the designated body shall by resolution approve such contract or arrangement if the value exceeds $5,000. In all dealings, whether they could benefit from Leadership Oklahoma City, Inc. or affect Leadership Oklahoma City, Inc. adversely, the Directors, Officers, Volunteers and Employees will act to promote the benefit of Leadership Oklahoma City, Inc. A full written disclosure by every Officer, Director, Trustee, Volunteer or Employee of all facts of any transaction which might be perceived as a possible conflict of interest shall be made to the members of the Board of Directors as soon as practicable but before consummating the transaction. Compensation Review Form 990, Part VI, Lines 15a & 15b Executive committee members review the compensation for all officers and staff over a three year period using the local united way nonprofit salary survey to compare salary ranges. At the conclusion of this review, the executive committee makes recommendations on salary increases, which must then be approved by the board of directors. Governing Documents Form 990, Part VI, Line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available upon request. Executive Committee Part VI, Line 1a The Board of Directors, at its annual meeting, elects an Executive Committee that consists of five (5) Directors, including the elected officers of the Corporation provided for in Section I of Article VIII of the corporation's bylaws. The Program Co-Chairs shall serve as non-voting members of the Executive Committee. The Executive committee shall, during intervals between meetings of the Board of Directors, have authority to exercise all or any of the powers of the Board of Directors in the management of the affairs of the Corporation, including power to authorize the corporate seal to be affixed to such papers as may require it. Members or Stockholders Part VI, Line 6 Members of the organization include those persons from time to time holding a position on the Board of Directors. Directors are elected by the corporation.