Leadership Oklahoma City Inc.
730 W Wilshire Blvd
Ste 116
Oklahoma City OK 73116-7738
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
Leadership OKC
Youth Leadership Exchange
YLX
Mission Statement Leadership Oklahoma City develops leaders for volunteer service, including service to nonprofits, the public sector, and other organizations such as schools and faith networks.
Contact Information
Contact Name Beth Shortt
Contact email info@lokc.org
Address 730 W Wilshire Blvd
Ste 116
Oklahoma City, OK 73116 7738
Phone (405) 463-3331
Fax 405-463-3337
County Oklahoma County
How to Give
Donate with Credit Card http://www.lokc.org
Donate to Endowment http://occf.org/lokcaf/
Other ways to donate, support or volunteer
Donations are accepted by mail, phone, web site, or in person.
Financial Summary
 
 
Projected Revenue $480,650.00
Projected Expenses $468,000.00
History and Background
Former Names
NameYear
Not applicable
Year Founded 1981
IRS Ruling Year 1981
State Registration Expiration Feb 2017
Statements
Mission Leadership Oklahoma City develops leaders for volunteer service, including service to nonprofits, the public sector, and other organizations such as schools and faith networks.
Background Leadership Oklahoma City develops leaders for community service through education, connections, and service. 2 adult programs and 3 high school programs involve over 200 adults and youth in 8 to 10 month-long series of classes that educate the participants about the community and the skills needed to affect the community, connect participants with people from many backgrounds, perspectives, and interests, and give participants the opportunity to work in a community project.
Impact
2014 More than 100 adults and 100 high school students completed one of Leadership Oklahoma City's programs designed to create more effective  and engaged volunteers.
  1. 8 significant, short-term community projects were completed by the LOYAL class of young adults
  2. The Youth in Action class raised over $17,000 to support its chosen community project for domestic violence prevention and care for victims. $9,500 was given to three community organizations in recognition of outstanding volunteers
Needs All Leadership Oklahoma City's youth programming is free to participants. One of our goals is to bring together young people from as broad a range as possible, and keeping the programs tuition-free means that socio-economic  status is not a factor. We even provide transportation to and from sessions, as well as meals, uniform shirts, and all supplies. Underwriting for the YLX programs is a major funding need.
CEO/Executive Director Statement Leadership Oklahoma City brings together as diverse a group of individuals as any community program we know and creates connections among them that are often lifelong. Their focus on improving their communities has resulted in significant positive change in hundreds of organizations.
Board Chair Statement
Area Served
Area Served
Geographic Area Served
In a specific U.S. city, cities, state(s) and/or region.
Central Oklahoma
Service Categories
Secondary Organizational Category Youth Development/Youth Development Programs
Programs
Description Adult programs: Signature Program, 48 participants; LOYAL Program, 64 young adults, Alumni Association, 1300 adults Youth programs: Leadership Skills, 48 teenagers; Youth in Action, 48 teenagers, Youth Council of Oklahoma City, 18 teenagers
Strategy
Population Served Adults General/Unspecified
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state. Trained 85 adults and 108 high school students in community service through 5 programs of community education and engagement.
Description
Up to 48 class members participate in a series of 10 daylong sessions focusing on community issues such as education, human services, economic development, and government. Sessions highlight the successes and challenges related to the day's topic, and show class members how they can get involved and make a difference in that area.
Strategy
Population Served Adults
Description Up to 64 young adults (23-35) learn the skills that will enable them to be more effective and more engaged volunteers. Topics include meeting management, fund raising, special event management, presentation skills, business etiquette, networking, and risk-taking. Class members also complete a community project in small teams, a hands-on experience for them in community improvement.
Strategy
Population Served Adults Adults Adults
Description
Up to 48 high school sophomores and juniors meet once a month, October through May, for daylong sessions that teach them about the community, the organizations and individuals committed to improving the community, and some of the skills they will need to be effective forces for positive change.
 
This program, as is all LOKC youth programming, is free to participants.
Strategy
Population Served Adolescents Only (13-19 years) Adolescents Only (13-19 years) Adolescents Only (13-19 years)
Description
Up to 48 high school sophomores, juniors, and seniors spend a day a month, October through April, learning advanced community leadership skills. The learning experiences are based on real community issues, culminating in the selection, by the class, of a specific issue they want to address. They then look for organizations in the community working in their chosen issue, select one project to support, and raise money for that project. Last year's group raised more than $22,000 to address mental health issues in teens via the St. Anthony Foundation and NorthCare.
Strategy
Population Served Adolescents Only (13-19 years) Adolescents Only (13-19 years) Adolescents Only (13-19 years)
Comments on Programs
CEO/Executive Director/Board Comments Leadership Oklahoma City receives many more applications for its programs than it can admit; last year's LOYAL program applications topped 200 submissions for 64 spaces. While we are pleased that our programming continues to be attractive to community members, we are dismayed that we cannot serve everyone who would like to participate. Unfortunately, we do not believe we can maintain the high quality of our programming if we increase class sizes and number, so we do not anticipate change in this challenge.
CEO/Executive Director
CEO/Executive Director Elizabeth Shortt
Start Date Jan 1993
Email info@lokc.org
Experience Executive Director since 1993. Graduate of East Carolina University, University of Chicago and University of Central Oklahoma. Trained facilitator with hundreds of hours experience with organizations such as Mission Statement Committee for OKC National Memorial
Senior Staff
NameTitle
Amber SheltonYouth Director
Christy ZelleyDeputy Director
Staff
Number of Full-time Staff 3
Number of Part-time Staff 1
Number of Contract Staff 0
Number of Volunteers 400
Staff Retention Rate 100
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 4
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 0
Female 4
Not Specified 0
Organizational Plans
Fundraising Plan No
Policy against commission-based compensation for fundraising consultant No
Communication Plan No
Strategic Plan Yes
Number of Years Strategic Plan Considers 3
Date Strategic Plan Adopted Sept 2012
Management Succession Plan No
Organization Policies and Procedures Yes
Collaborations
Recent projects and collaborations with these organizations: Redbud Classic, Uptown 23rd, The Children's Center, The Curbside Chronicle, Central OK Humane Society, Downtown OKC, AutismOK.org, CalmWaters Center, for Children and Families, Girl Scouts-Western OK, Inc., Health Alliance for the Uninsured, Inc, Infant Crisis Services Inc, The Homeless Alliance, Whiz Kids, Oklahoma Lawyers for Children, Youth and Family Services.
Risk Management Provisions
Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional
Comments on Staff & Management
CEO/Executive Director/Board Comments
Board Chair
Name Dr Kay Martin
Company Affiliation Retired
Term June 2015 to May 2017
Email kmartin39@cox.net
Board of Directors
List Current as of June 01, 2016
Board of Directors List
NameAffiliationStatus
Ms Paige Bass Sonic IndustriesVoting
Mr Michael Biddinger Michael Biddinger Real Estate IncVoting
Ms Hilarie Blaney BancFirstVoting
Mr Justin Brown Choice Capital PartnersVoting
Ms Clytie Bunyan OPUBCOVoting
Mr Alexander Cameron Griffin CommunicationsVoting
Ms Ginny Bass Carl Oklahoma Medical Research FoundationVoting
Mr Richard Clements OGEVoting
Mr Heath Clinton Phase 2 DevelopmentVoting
Sgt Wayland Cubit Oklahoma City Police DepartmentVoting
Mr Mike Decker Oklahoma Corporation CommissionVoting
Mr. Eric Eissenstat Continental ResourcesVoting
Mr Jim Finch Retired, SAC, FBIVoting
Ms Kelly Dyer Fry The OklahomanVoting
Mr Bob Funk JrProdigalVoting
Mr Kent Gardner The Funk CompaniesVoting
Mrs Jennifer Grigsby American Energy PartnersVoting
Mrs Julie Hall Community VolunteerVoting
Mrs Sharron Jackson-Glover The Glover GroupVoting
Mr Reggie Johnson Wells Fargo BankVoting
Mr Phil Lance INTEGRIS Cancer InstituteVoting
Mr Randal Lewis OGE Energy CorpVoting
Mr Dave Lopez RetiredVoting
Dr Kay Martin Voting
Ms Jessica Martinez-Brooks Oklahoma City Community CollegeVoting
Ms Dana McCrory Integris FoundationVoting
Mrs. Mary Melon Foundation for the Oklahoma City Public SchoolsVoting
Mr Jim Parrack Price Edwards CoVoting
Mrs Tammy Powell St Anthony HospitalVoting
Ms Jeanette Rice American Fidelity Assurance Co.Voting
Ms Wendi Schuur Devon Energy CorporationVoting
Mr Tim Strange Newmark Levy Strange BeffortVoting
Mr. Doug Stussi Love's Travel Stops & Country StoresVoting
Mrs Lauren Toppins PayComVoting
Ms Jennifer A. Wheeler McAfee & TaftVoting
Ms Paige Williams Chickasaw NationVoting
Ms Kathy L. Williams Voting
Mr Ron Witherspoon Arvest BankVoting
Board Demographics - Ethnicity
African American/Black 5
Asian American/Pacific Islander 0
Caucasian 30
Hispanic/Latino 2
Native American/American Indian 1
Other 0 0
Board Demographics - Gender
Male 19
Female 19
Not specified 0
Governance
Board Term Lengths 3 years
Percentage of Board Making Monetary Contributions to the Organization 100 %
Percentage of Board Making In-Kind Contributions to the Organization 5 %
Board Orientation Yes
Constituency Includes Client Representation Yes
Written Board Selection Criteria? No
Standing Committees
Audit
Executive
Finance
Human Resources / Personnel
Nominating
Program / Program Planning
Youth
Endowment
Executive
Finance
Nominating
Program / Program Planning
Youth
Advisory Board
Advisory Board Members
NameAffiliation
Ann Ackerman Retired
Bob Anthony Oklahoma Corporation Commissionn
Dianna Berry City Of Oklahoma City
Bill Citty Oklahoma City Police Department
Teresa Cooper Retired
Carl Edwards Price Edwards
Jim Farris James Farris Associates
Joan Gilmore Retired
Stuart Graham CBRE
Gloria Griffin Retired
Kirk Hall The Fred Jones Companies
Debby Hampton United Way of Central Oklahoma
Larry Hawkins Retired
Willa Johnson Oklahoma County Commission
Jim Loftis James Loftis Architects
Gary Marrs Retired
James Moore Integris Southwest Medical Center
Sherry Rhodes St Anthony Foundation
Jim Sharrock McAfee & Taft
Alison Taylor Retired
Pam Troup Retired
Cheryl Vaught Vaught & Conner PLLC
Rick Vermillion AME Inc
Roy Williams Greater OKC Chamber
John Michael Williams Williams Box Forshee & Bullard
Youth Board
Youth Board Members
NameAffiliation
Chris Brewster Santa Fe South Schools
Anaka Brooks Mustang High School
Andrea Brown-Robinson American Fidelity
Matthew Cagigal Chesapeake Energy
Rick Cain Retired
Sunny Cearley Greater OKC Chamber
Ashley Cogar Oklahoma Sports Science and Orthopedics
Adrianne Covington-Graham Oklahoma Engineering Foundation
Wayland Cubit Oklahoma City Police Department
Talita DeNegri Mt St Mary High School
Lena Do Bishop McGuinness Catholic High School
Taylor Do CareNotebook
Jason Dunnington Oklahoma State Representative
Susan Edwards Community volunteer
Kyle Essmiller CP Energy
Richard Forshee Williams Box Forshee & Bullard
Miguel Garcia Attorney
Kimberly Garrett Oklahoma City Police Department
Amanda Harding Community volunteer
Joyce Henderson Retired
Candice Hillenbrand A Chance to Change
Alana House PayCom
Quintin Hughes Oklahoma City Public Schools
Justin King King Law Firm
A. J. Kirkpatrick ADG
Christopher Lloyd Lloyd Entertainment Media Group
Malek Massad Emersons Commercial Real Estate
Matt McGuire Heritage Trust
Marion Paden Leadership Oklahoma
Gus Pekara Retired
Ashley Peters Oklahoma City Police Department
Erik Salazar FAA
Lynn Smith Blusource
Ashleigh Sorrell-Rose United Way of Central Oklahoma
Robyn Sunday-Allen Oklahoma City Indian Clinic
Mallory Tecmire Mt St Mary High School
Jon Trudgeon Westminster School
susan Turpen U S Grant High School
Kathy Williams Community volunteer
Paige Williams The Chickasaw Nation
Jessica Winscher Oklahoma Department of Human Services
Jack Wolfard Christian Heritage Academy
Donovan Woods Oklahoma State University Foundation
Comments on Board & Governance
CEO/Executive Director/Board Comments Leadership Oklahoma City's primary challenge is the demand for its programs. All programs, youth and adult, have 2 to 3 times more applications than LOKC has spots available. Increasing the number of places in the programs would require a huge jump in funding, additional staff, and many more volunteers. We believe we serve our participants well, and would not want to see the quality of our programming drop by stretching resources too thinly.
Current Fiscal Year
Fiscal Year June 01, 2016-May 31, 2017
Current Year Budgeted Total Income $480,650
Current Year Budgeted Total Expenses $468,000
Financial Documents
Audit2016
Audit2015
LOKC Audit2014
Audit2013
Audit2012
Audit2011
Audit2010
Audit2009
Audit2008
IRS Letter of Determination
Prior Three Years' Financial History
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
------
Government Contributions$30,184$17,647$48,803
Federal------
State------
Local$30,184$17,647$48,803
Unspecified------
Individual Contributions$145,110$87,015$91,602
$9,756$8,510$8,535
$129,730$130,133$144,677
Investment Income, Net of Losses$1,315$1,115$27
Unrealized Gain/Loss$67,238$102,184$122,126
Membership Dues$94,265$92,635$86,960
Special Events$35,455$28,049$42,355
Revenue In-Kind------
Other------
Expense Allocation
Fiscal Year201520142013
Program Expense$445,128$416,558$417,755
Administration Expense$33,055$33,294$32,916
Fundraising Expense------
Payments to Affiliates------
Total Revenue/Total Expenses1.071.041.21
Program Expense/Total Expenses93%93%93%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$1,232,888$1,198,018$1,180,582
Current Assets$296,489$271,328$305,052
Long-Term Liabilities------
Current Liabilities------
Total Net Assets$1,232,888$1,198,018$1,180,582
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountIndividuals $145,110Earned Revenue $130,133Earned Revenue $144,677
Second Highest Funding Source & Dollar AmountEarned Revenue $129,730Unrealized Gain/Loss $102,184Unrealized Gain/Loss $122,126
Third Highest Funding Source & Dollar AmountMemberships $94,265Memberships $92,635Individuals $91,602
Endowment? Yes
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? No
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next Five Years? No
Comments on Financials
CEO/Executive Director/Board Comments
Foundation Staff Comments
All prior year financial information is from audited financial statements.
 
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
 
 
 
  
Address 730 W Wilshire Blvd
Ste 116
Oklahoma City, OK 73116 7738
Primary Phone 405 463-3331
Contact Email info@lokc.org
Give with Credit Card http://www.lokc.org
Give to Endowment http://occf.org/lokcaf/
CEO/Executive Director Elizabeth Shortt
Board Chair Dr Kay Martin
Board Chair Company Affiliation Retired