Oklahoma Policy Inc

Nonprofit profile at a glance

EIN
331178624
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Tulsa, OK, USA
Phone
9187943944
Rating
89
Verdict
STRONG
Rating confidence
Moderate
Sector
Research Institutes and Public Policy Analysis

Official website

Reported finances

Revenue
$1,899,985
Expenses
$2,148,681
Assets
$1,466,757
Liabilities
$142,410

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • SHILOH KANTZ (EXECUTIVE DIRECTOR)

Highest reported compensation

  • SHILOH KANTZ (EXECUTIVE DIRECTOR): $136,776 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Oklahoma policy advances equitable and fiscally responsible policies that expand opportunity for all oklahomans through nonpartisan research, analysis, and advocacy.

What it reported doing in 2024

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.

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 92
  • Accountability: 100
  • Sustainability: 27
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95%; rating input score 95
  • Program expense ratio: 84%; rating input score 84
  • Fundraising efficiency: $16.54 raised per $1 spent on fundraising; rating input score 53; 53rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -13.1%; rating input score 14; 14th percentile among comparable filings
  • Total-asset coverage ratio: 0.68; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 0.1; rating input score 43; 43rd percentile among comparable filings
  • Officer compensation ratio: 6.4%; rating input score 49; 49th percentile among comparable filings

Growth

  • Program expense growth: 12.6% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: 10.9% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 12.8% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 95% of revenue deployed · 84% of spending went to programs
  • Governance: 10 of 10 board members independent · 8 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $1.8M in reported program spending
  • Leadership: top reported pay $137K · 11 people listed
  • Consistency: 33 of 33 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Fundraising efficiency scored 53/100.
  • High — Sustainability: Operating margin scored 14/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 43/100.
  • Moderate — Sustainability: Officer compensation ratio scored 49/100.