Oklahoma Policy Inc, operating under the name Oklahoma Policy Institute, is located in Tulsa, OK. The organization was established in 2007. According to its NTEE Classification (R05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Civil Rights, Social Action & Advocacy and related organizations. As of 12/2022, Oklahoma Policy Institute employed 39 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oklahoma Policy Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Oklahoma Policy Institute generated $2.1m in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 13.1% each year . All expenses for the organization totaled $2.3m during the year ending 12/2022. While expenses have increased by 15.2% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE INDEPENDENT ANALYSIS AND IDEAS ON STATE POLICY AND BUDGET.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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 THE EXECUTIVE DIRECTOR; 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.
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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Jeff Berrong Board Chairman | OfficerTrustee | 5 | $0 |
Caroline Guerra Wolf Vice Chairman Of The Board | OfficerTrustee | 3 | $0 |
Rebecca Thompson Board Treasurer | OfficerTrustee | 4 | $0 |
Beverly Carmichael Secretary Of The Board | OfficerTrustee | 2 | $0 |
Susan Bynum Board Member | Trustee | 2 | $0 |
Kelsey Karper Board Member | Trustee | 2 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $2,109,200 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $2,109,200 |
Total Program Service Revenue | $1,565 |
Investment income | $10,797 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $1,278 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $2,124,650 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $21,250 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $191,558 |
Compensation of current officers, directors, key employees. | $19,156 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $1,317,573 |
Pension plan accruals and contributions | $42,343 |
Other employee benefits | $121,797 |
Payroll taxes | $115,427 |
Fees for services: Management | $0 |
Fees for services: Legal | $65 |
Fees for services: Accounting | $28,867 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $45,221 |
Advertising and promotion | $34,250 |
Office expenses | $154,219 |
Information technology | $10,603 |
Royalties | $0 |
Occupancy | $66,297 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $50,504 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $2,680 |
Insurance | $2,226 |
All other expenses | $0 |
Total functional expenses | $2,270,776 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $1,528,265 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $384,000 |
Accounts receivable, net | $50,659 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $8,836 |
Net Land, buildings, and equipment | $822 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $18,352 |
Total assets | $1,990,934 |
Accounts payable and accrued expenses | $86,225 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $18,644 |
Total liabilities | $104,869 |
Net assets without donor restrictions | $716,071 |
Net assets with donor restrictions | $1,169,994 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $1,990,934 |
Organization Name | Assets | Revenue |
---|---|---|
Colorado Opportunity Foundation Englewood, CO | $305,498 | $2,700,000 |
Oklahoma Policy Inc Tulsa, OK | $1,990,934 | $2,124,650 |
Citizens For Self-Governance Houston, TX | $2,848,884 | $3,284,962 |
Advancing Freedom Inc Oklahoma City, OK | $7,807 | $930,000 |
Texas After Violence Project Austin, TX | $993,435 | $1,149,339 |
Fiscal Index Foundation Leander, TX | $133,457 | $422,678 |
Texas Gun Sense Austin, TX | $471,752 | $403,734 |
Bureau Of Statistical Data Inc Addison, TX | $300,135 | $200,000 |
John Brown Freedom Fund Lawrence, KS | $10,536 | $0 |
Pro-Life Waco Waco, TX | $28,106 | $0 |
Kansans For Responsible Legislation Topeka, KS | $0 | $0 |
National Police Data Coalition Houston, TX | $316 | $0 |
Rio Grande Research Group Brownsville, TX | $0 | $0 |