Leadership Oklahoma Inc.
5500 N Western Ave Ste 142
Oklahoma City OK 73118
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
LOK
Mission Statement To create, inspire and support a dynamic network of leaders whose increased awareness and commitment to service will energize Oklahomans to shape Oklahoma's future.
Contact Information
Contact Name Marion Paden
Contact email lok@leadershipoklahoma.com
Address 5500 N Western Ave Ste 142
Oklahoma City, OK 73118
Phone (405) 848-0001
Fax 888-8214576
County Oklahoma
How to Give
Donate with Credit Card http://www.leadershipoklahoma.com
Other ways to donate, support or volunteer
Donations by checks may be mailed and credit card donations can be made by phone or on our website.
Financial Summary
 
 
Projected Revenue $983,000.00
Projected Expenses $983,000.00
History and Background
Year Founded 1986
IRS Ruling Year 1988
State Registration Expiration May 2018
Statements
Mission To create, inspire and support a dynamic network of leaders whose increased awareness and commitment to service will energize Oklahomans to shape Oklahoma's future.
Background

In 1986, a group of Oklahoma leaders began a series of meetings and discussions based on the belief that we all have a stake in developing the prosperity and confronting the problems of our state. They shared the conviction that our leadership must understand the complex differences and relationships that drive Oklahoma in order to find effective solutions. From those meetings came Leadership Oklahoma, an organization designed to create a dynamic network of leaders whose increased awareness and commitment to service will energize Oklahomans to shape the state's future.

Each year, Leadership Oklahoma brings together 50-52 of the state's most outstanding leaders for an issues-oriented class program. Monthly sessions, held in various communities, address critical challenges facing our state. Participants are chosen through a rigorous application process and selected from across the state to represent Oklahoma's professional, geographical, and cultural diversity. The goal is to tap the energies of those leaders to initiate positive change for the benefit of all Oklahomans.

Leadership Oklahoma maintains its active network of 1,480 graduates from 168 communities by offering continuing opportunities for professional development, networking and involvement. On-going activities for members to increase awareness of critical issues and to foster the connectedness of the statewide network are provided

Leadership Oklahoma also recognizes the importance of investing in our youth. We know they are our future leaders and we are weary of seeing young talent leave our state. We want to entice our youth to want to stay in, or return to, Oklahoma. With this in mind, in the summer of 2001 Leadership Oklahoma expanded its mission by building a program that would help accomplish this goal. Youth Leadership Oklahoma was established to develop in our young leaders a hope, pride and responsibility for Oklahoma’s future. 

Leadership Oklahoma honors the outstanding contributions of Oklahoma corporate and individual leaders at an Excellence in Leadership Awards Dinner and Gala. Presentations are made in the following categories: Lifetime Achievement, Distinguished Graduate, Business Leadership and Statewide Community Leadership. In addition, LOK recognizes one of its own members with a Distinguished Leadership Award for Service to LOK.  Through our Helping Oklahoma Contest, LOK recognizes annually an exceptional Oklahoma volunteer for their service to an Oklahoma nonprofit and awards $2500 to that nonprofit.

Impact

2015-2016 Accomplishments   

  • 49 adults participated in our educational, issues-focused program designed to increase awareness and to motivate individuals to act. Graduates joined the other 1,430 members to form a living network of diverse individuals inspired to move Oklahoma forward. 
  • 52 upcoming high school seniors participated in YLOK which gives youth the opportunity to travel the state on scholarship for one week each summer to experience Oklahoma and hopefully inspire them to stay and make a difference.
  • $2,500 was given to an Oklahoma non-profit in the name of an exceptional volunteer because of our Helping Oklahoma Contest. 
  • 2015 Fall Forum, "Silencing the Stigma, Changing Perceptions" featuring Oklahoma Commissioner of Mental Health and Substance Abuse Services Terri White who discussed the state’s perspective on mental illness and the Smart on Crime initiative
  • Educational Membership Activities were held across the State including: “New Heights in Aviation: A Bird’s Eye View of UAV’s in Oklahoma”
  • “Current Issues Facing the Middle East” a conversation with Don Betz, President at the University of Central Oklahoma
  • Legislative Reception: informal networking opportunity for LOK members and guests to talk with legislative delegation
  • LOK sponsored an event with OK Center for Nonprofits: “Claim Your Expertise: Grow Your Organization's Power, Voice, and Influence” featuring speaker Zebah Khan, of the OpEd Project, a national speakers program
  • “Are You “Shore”? Oklahoma’s Waterway to the World” a floating barge tour of the Port of Catoosa's terminal and fleeting area.
  • Excellence in Leadership Gala honoring Burns Hargis with the Lifetime Achievement Award, Don Betz with the Distinguished Graduate Award, Cotton Electric with the Business Leadership Award and the George Kaiser Family Foundation with the Statewide Community Award.

Leadership Oklahoma is making a difference. Our graduates are actively developing real solutions to make Oklahoma a better state through involvement in state issues and leadership in the private, public and non-profit sectors. They have dedicated themselves through active participation in hundreds of boards, committees and public office, including one governor, four tribal chiefs, two lieutenant governors, several U.S. Congressmen and numerous state representatives, senators and other elected officials. Most importantly, Leadership Oklahoma provides hope for the future as we work together to make Oklahoma a better place in which to live and work for all its citizens. In its 30-year history LOK has graduated 1,480 Oklahoma leaders from its program and over 71% of those graduates are still active in the organization. In a recent survey, 98% of graduates say that LOK had a positive impact on their professional life and 88% say that they have become more involved with civic organizations since their LOK experience. We are about collaborating, connecting with others and working for the betterment of Oklahoma.

Needs
  • LOK continually recruits diverse applicants for its adult and youth programs.
  • Participants of Youth LOK do not pay tuition and the entire cost of the program is provided by donations and sponsorships. 
  • Adult program participants pay tuition but it only partially covers the expenses of the program.
  • Cash award is given to a non-profit organization in our Helping Oklahoma Contest.
  • Communities to host class sessions are needed for both the adult and youth programs.
CEO/Executive Director Statement

 

 

Over the past 30 years, Leadership Oklahoma has grown to become an army of 1479 of the state’s premier leaders; recruited, educated and connected to help make a positive impact for the future of the state. Approximately 50 Oklahomans are selected each year for our flagship adult program and travel to nine communities in ten months to learn about major state issues and possible solutions. Also, our impact now includes and extends to our youth. Youth Leadership Oklahoma identifies the top 50 incoming high school seniors to travel the state for one week each summer to experience Oklahoma and hopefully inspire them to stay and make a difference here. Leadership Oklahoma provides the resources, motivation and network to foster connections and to inspire action. Together, we lead Oklahoma forward into the future.

 

Who We Are

In 1986, a group of Oklahoma leaders began a series of meetings and discussions based on the belief that we all have a stake in developing the prosperity and confronting the problems of our state. They shared the conviction that our leadership must understand the complex differences and relationships that drive Oklahoma in order to find effective solutions. From those meetings came Leadership Oklahoma, an organization designed to create a dynamic network of leaders whose increased awareness and commitment to service will energize Oklahomans to shape the state's future. In 1987, Leadership Oklahoma was incorporated and it is designated a non-profit 501(c)(3) by the Internal Revenue Service. We are funded primarily by membership fees, adult program tuition and private donations from individuals, corporations and foundations and governed by a volunteer board of directors that represent all regions of the state.

 

What We Do

LOK Adult Program: Each year, Leadership Oklahoma brings together 50 of the state's most outstanding leaders for an issues-oriented, class program. Monthly sessions, held in various communities, address critical challenges facing our state. During each Leadership Oklahoma class, participants learn about the issues facing their communities and other communities around our state. The real payoff is when participants are inspired by what they have learned and find ways to get more involved in improving our state. Based on the interaction and shared experience developed during the class, participants also have respect for the differences among us which must be overcome to achieve success.

 

Youth LOK: Leadership Oklahoma also recognizes the importance of investing in our youth. We know they are our future leaders and we are weary of seeing young talent leave our state. We want to entice our youth to want to stay in, or return to, Oklahoma. With this in mind, in the summer of 2001, Leadership Oklahoma expanded its mission by building a program that would help accomplish this goal. Youth Leadership Oklahoma was established to develop in our young leaders a hope, pride and responsibility for Oklahoma’s future. 

 

Leadership Recognition: Leadership Oklahoma honors the outstanding contributions of Oklahoma corporate and individual leaders at an Excellence in Leadership Awards Dinner and Gala. Presentations are made in the following categories: Lifetime Achievement, Distinguished Graduate, Business Leadership and Statewide Community Leadership. In addition, LOK recognizes one of its own members with a Distinguished Leadership Award for Service to LOK. Through our "Helping Oklahoma Contest,” LOK recognizes annually an exceptional Oklahoma volunteer for their service to an Oklahoma non-profit and awards $2,500 to that non-profit. 

 
Our graduates have dedicated themselves to the cause through active participation in hundreds of boards and committees. Leadership Oklahoma is about collaborating, connecting with others and working for a better Oklahoma.

Marion Paden, Ed.D.

Class XXI

Board Chair Statement

Thirty years ago, the original founders of Leadership Oklahoma started a fledgling organization dedicated to educating and unifying leaders statewide. I often wonder if they could have predicted that LOK would remain a vibrant voice continuing to attract the best of the best statewide. Now over 1479 strong, Leadership Oklahoma is in a unique position to maintain what has made the organization especially well respected, but can look to the next 30 years and decide how those years will be shaped for history.

As an organization, we have a legacy to protect and a responsibility to best utilize this amazing, growing network.

Over the past year, and with input and direction from the greater membership and board of directors, a platform was crafted for our organization titled LOK 3.0. This platform is intended to strengthen our network of community leaders and enrich our post-class member experience by setting a new standard of membership. Moving forward, LOK is focused on becoming a catalyst for engagement in addition to being a vital educational entity on current state issues. More information on this new paradigm shift will be outlined throughout the year, but briefly, the platform is a commitment to:

  • Keep the class experience similar to what it is now; vibrant and strong but keeping a highlight on most important state issues with every visit;
  • Focus the post-commencement experience on state issue education that will help form and enhance involvement in state issues on an ongoing basis;
  • Increase opportunities for active engagement with LOK alumni and current classes; and
  • Curate a library of content that sheds light on significant state issues

Ultimately our hope is that Leadership Oklahoma will only grow in its reputation and as an organization that is a catalyst for positive change for our state.

History will be the judge, but for now understand that you are entering into what will be one of the most amazing years of your life. Your classmates, your visits across the state and the deep dive on key issues facing our state will stay with you for a lifetime.

To our current members, I look forward to seeing you throughout the year as we have an inspiriting and exciting slate of activities for the coming year. Leadership Oklahoma continues to make an impact through its members, so I encourage you to be intentional and stay active in the organization.

All the best,

Laurie Tilley
Chair, 2016-2017
Class XXIII

Area Served
Area Served
Geographic Area Served
In a specific U.S. city, cities, state(s) and/or region.
Oklahoma - Statewide
Oklahoma
Service Categories
Secondary Organizational Category Youth Development/Youth Development Programs
Tertiary Organizational Category Community Improvement, Capacity Building/
Programs
Description The LOK Adult Program is an educational, issues-focused program offered to statewide leaders. Each year 50-52 Oklahoma leaders who represent a wide geographic base and diverse backgrounds and professions are selected to participate in monthly, two-day sessions which meet in various communities throughout the state and focus on the major issues facing Oklahoma.  Based on the interaction and respect developed during the class year, a living network is formed – a network capable of identifying, evaluating and implementing projects of value to the people of Oklahoma.  This network of influential community leaders with diverse backgrounds motivated to making a difference is an important outcome of the program. In addition to the scheduled class sessions, participants are given the opportunity to participate throughout the year in seminars, activities and events with the 1,381 graduates of LOK. This is one way that LOK keeps it network of leaders informed, connected and energized. 
Strategy
Population Served Adults
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program.

1.     Annually select 50-52 diverse Oklahoma leaders from at least 20 communities to participate in the LOK Adult Program.

2.     Visit a minimum of 9 Oklahoma communities representing urban and rural areas during the class program. 

3.     Participants will have the opportunity to interact with at least 160 local and statewide leaders during class sessions.

4.     Class sessions will explore and create awareness of at least 10 critical issues that affect Oklahoma’s future. 

5.     At least quarterly activities will be provided for LOK graduates and class members to share information, discuss issues and connect to the LOK statewide network of leaders.

 

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. To foster positive change in Oklahoma through a connected statewide network of diverse leaders who have a shared experience and who, having gone through the class program, understand our State and its issues but who also respect the differences among us which must be overcome to achieve success.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. The LOK Adult Program is continuously reviewed.  Evaluations by LOK participants at the end of each session as well as at the end of the program are conducted.  These are reviewed by the LOK Adult Program Committee and presented to the Board of Directors.  In addition pre-program and post-program surveys are administered to determine the impact of the program.  The compiled results of the last three years indicates a significant gain in awareness of statewide issues by class members as well as increases in commitment to community involvement and connectedness to state leaders. Contact with participants is on-going to enhance the impact of the experience.  In a recent survey of LOK members, 98% said LOK had positively impacted their lives and 100% said they wanted to stay connected to the LOK network. 
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. LOK is making a difference.  Our graduates are developing real solutions to move Oklahoma forward through involvement in hundreds of boards, committees and public offices, including a governor, two lieutenant governors, several U.S. Congressmen and numerous state representatives, senators and other elected officials.  Most importantly, LOK provides hope for the future as we work together to make Oklahoma a better place in which to live and work for all its citizens. 
Description

Youth LOK was created in 2001 to develop young leaders who feel hope, pride and a responsibility for Oklahoma’s future. Selected, through a competitive process based on proven leadership, and geographic, ethnic and cultural diversity, to participate in this one-of-a-kind leadership opportunity are 52 of the state’s top high school students.

In June, the rising high school seniors hear from state leaders, witness first-hand Oklahoma’s tremendous resources, learn about and participate in the issues that affect the state, and discover Oklahoma’s many treasures. During the week-long journey across the state, they learn lessons about leadership, trust, problem solving, communication, cooperation, but most importantly, “Why Oklahoma is such a great place to live and work.” After students complete the YLOK experience and go back to their local communities, they are better equipped to help other students, their schools and community leaders in a positive manner.

Strategy
Population Served Adolescents Only (13-19 years) US
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program.
  1. Annually 50-52 rising high school seniors will be selected from across all regions of Oklahoma and all size schools to participate in the program.
  2. Participants will visit a minimum of five Oklahoma communities during their week-long travel.  
  3. A minimum of 12 state leaders and business representatives will meet with the participating youth during the program. 
  4. After the week-long travel, the new class of YLOK graduates will be connected to a statewide network of youth and adult leaders prepared to make a positive difference through the use of technology.  
  5. At least one activity that provides an opportunity for LOK and YLOK members to interact will occur each year.  
  6. Participating youth will develop relationships with other youth from at least 20 communities outside of their home community.
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.  At least 85% of YLOK participants will go to school or work in Oklahoma.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Evaluations by YLOK students at the end of the class are conducted each year. Parents are also surveyed to see what results they noticed. These are reviewed by the LOK Youth Program Committee and presented to the Board of Directors. Also pre-program and post-program surveys are given to participants. Significant increases in awareness, commitment and involvement have been indicated on these surveys as results of the YLOK program. LOK has a Youth Council composed of LOK members as well as YLOK graduates. The Council meets to plan each year’s program and to implement suggestions made by the students. The verbal feedback and written comments that are received are the primary tools used to evaluate our program. YLOK keeps longitudinal information on its program graduates. 
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success.

Over 85% of YLOK participants currently live in Oklahoma. YLOK was chosen from over 100 nominees to be recognized with a 2008 Innovator Award from the Southern Growth Policies Board.

Excerpt from Student’s Evaluation: "I would describe my experience in one word-incredible. Before this experience, I would never have thought that 50 teens could become so close in a week. This was accomplished through team building exercises, pushing ourselves past our comfort zones, and the guidance of our chaperons. I have learned to respect Oklahoma's history, people, industries, and the soldiers who sacrifice themselves for us. I am truly now proud of my state and determined to help Oklahoma stand out in the future."

Excerpt from Parent’s Survey: "YLOK has had an amazing impact on my son. He set up a twitter account immediately to follow the various speakers, is in the process of starting YAG at his high school and wants to work in Oklahoma after graduation from college. I haven't seen him this excited about his learning experience since he learned to ride a bicycle!"

CEO/Executive Director
CEO/Executive Director Marion Paden
Start Date July 2015
Email mpaden@leadershipoklahoma.com
Experience

Marion Paden, Ed.D., is President & CEO of Leadership Oklahoma, a position that she has held since July 2015. Leadership Oklahoma is a non-profit organization committed to creating, inspiring and supporting a dynamic network of statewide leaders whose increased awareness and commitment to service will energize Oklahomans to move Oklahoma forward. Her responsibilities include administration and implementation of statewide educational programs for adults and youth.  

Dr. Marion Paden was Vice President for Enrollment and Student Services at Oklahoma Community College since 1992, where she worked as the chief student affairs officer of the college. She also served as dean of students and the director of student relations at OCCC. Previously, she worked in residential life and campus activities at Navarro College in Texas, and at the University of Arts and Sciences in Chickasha.

Dr. Paden grew up in Norman, Oklahoma and attended Stephens College in Columbia, Missouri where she earned a bachelor’s in psychology. She received a master’s in student personnel and guidance from Oklahoma State University. She was licensed as a professional counselor in 1984 and completed her doctorate in higher education administration in 2000.

Community involvement has been a hallmark of her career, serving on boards of directors for organizations such as the American Red Cross, the Christmas Connection, and the Salvation Army. A graduate of Leadership Oklahoma Class XXI, Dr. Paden served as president of the Rotary Club of Oklahoma City, the state’s oldest and largest civic club. Under her leadership at Rotary, it became the largest chapter in the world.

Recognition of her accomplishments and commitment to the community include induction in to the Oklahoma Women’s Hall of Fame, Oklahoma City University’s Dulaney-Browne Library Society, the Women in Communications By-liner Award for Education, and into the Journal Record’s Circle of Excellence

Senior Staff
NameTitle
Tina BiardAdministration Director
Allyson CarsonDirector of Membership
Staff
Number of Full-time Staff 3
Number of Part-time Staff 0
Number of Contract Staff 1
Number of Volunteers 1000
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 2
Hispanic/Latino 0
Native American/American Indian 1
Staff Demographics - Gender
Male 0
Female 3
Organizational Plans
Fundraising Plan Yes
Policy against commission-based compensation for fundraising consultant No
Communication Plan Yes
Strategic Plan Yes
Number of Years Strategic Plan Considers 2
Date Strategic Plan Adopted July 2014
Management Succession Plan Yes
Organization Policies and Procedures Yes
Collaborations
LOK collaborates with numerous organizations and communities to provide diverse experiences for adults and students. Community partners throughout the state host class sessions and assist with complicated logistics as we journey across Oklahoma. 
Awards
Awards
Award/RecognitionOrganizationYear
Oklahoma Nonprofits Excellence AwardOklahoma Center for Nonprofits2011
Innovator Award for Youth Leadership OklahomaSouthern Growth Policy Board2008
Risk Management Provisions
General Property Coverage
Commercial General Liability
Crime Coverage
Directors and Officers Policy
Workers Compensation and Employers' Liability
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Comments on Staff & Management
CEO/Executive Director/Board Comments
LOK is registered with the State of Oklahoma through the Secretary of State's Office. State registration expires May 21, 2018
Other Documents
Board Chair
Name Ms. Laurie Tilley
Company Affiliation Littlefield Brand Development
Term July 2016 to June 2017
Email ltilley@littlefield.us
Board of Directors
List Current as of July 01, 2016
Board of Directors List
NameAffiliationStatus
Mr. Joe Abshere Wayne's Drive InnVoting
Mr. Chris Anoatubby The Chickasaw NationVoting
Ms. Alison Anthony Williams Companies, Inc.Voting
Mr. GT Bynum Capitol Ventures Government RelationsVoting
Mr. Brian Byrnes Oklahoma City ThunderVoting
Ms. Michele Campbell Southeastern Oklahoma State UniversityVoting
Mr. Gilmer Capps Elgin Realty, Inc.Voting
Ms. Jodi Cline Edward Jones InvesmentsVoting
Ms. Carolyn Cummins SonicVoting
Ms. Julie Daniels Community VolunteerVoting
Mr. Greg Elliott Standley Systems, Inc.Voting
Mr. Tom Evans Encompass Financial Services, Inc.Voting
Mr. Tom Evans Encompass Financial Services, Inc.Voting
Mr. Shane Fernandez Crafton, Tull and Associates, Inc.Voting
Dr. Deena Fisher Northwestern Oklahoma State UniversityVoting
Ms. Risha Grant Risha Grant, LLC & Diversity Connex, LLCVoting
Mr. Russ Harrison Jr.Harrison GypsumVoting
Ms. Diana Hartley University of OklahomaVoting
Mr. Wes Hilliard Landmark Bank SulphurVoting
Ms. Paula Huck Retired, Blue Cross Blue Shield of OklahmaVoting
Mr. Blu Hulsey Continental ResourcesVoting
Ms. Jane Jenkins Downtown Oklahoma CityVoting
Mr. Albert Johnson Cameron UniversityVoting
Mr. John Killam Stan Clark CompaniesVoting
Mr. Benjamin Kimbro Ross GroupVoting
Mr. Brent Kisling Enid Regional Development AllianceVoting
Mr. Adam Leaming University Center at Ponca CityVoting
Mr. Brian McClain Choctaw Nation of OklahomaVoting
Mr. Lance McDaniel deadCENTER Film FestivalVoting
Ms. Jennifer Meason Cotton Electric Cooperative and Cotton Electric ServicesVoting
Mr. Matthew Mollman Mollman Media, Inc.Voting
Ms. Cristy Morrison Stillwater CVBVoting
Mr. Zac Perkins Tri-County Electric CooperativeVoting
Mr. Roger Rinehart Rinehart, Rinehart, and Rinehart, PCVoting
Ms. Krista Roberts St. Mary's Regional Medical CenterVoting
Mr. Jim Robertson Western Industries CorporationVoting
Mr. T.W. Shannon Premier Consulting PartnersVoting
Mr. Scott Stidham MidFirst BankVoting
Mr. Ted Streuli The Journal Record
Ms. Laurie Tilley Littlefield Brand DevelopmentVoting
Mr. Greg Wheeler Bank of OklahomaVoting
Mr. Mark Williams AT&T, OklahomaVoting
Mr. Jed Winters Mangum Brick CompanyVoting
Board Demographics - Ethnicity
African American/Black 3
Asian American/Pacific Islander 0
Caucasian 36
Hispanic/Latino 1
Native American/American Indian 2
Board Demographics - Gender
Male 28
Female 14
Governance
Board Term Lengths 2 years
Percentage of Board Making Monetary Contributions to the Organization 100 %
Percentage of Board Making In-Kind Contributions to the Organization 25 %
Board Orientation Yes
Constituency Includes Client Representation Yes
Written Board Selection Criteria? Yes
Standing Committees
Audit
Administration
Communications / Promotion / Publicity / Public Relations
Executive
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Finance
Youth
Program / Program Planning
Membership
Personnel
Nominating
Advisory Board
Advisory Board Members
NameAffiliation
Jesse Boudiette Propeller Communications
Ann Caine Oklahoma State School Board Association
Kent Carter First Mortgage Company
Amy Ford RedAntLLC
Molly Helm Purple Inc
Molly Jarvis Cherokee Nation Businesses
Philip Kaiser Cosmo Café, Laffa Medi-Eastern Restaurant & Center of the Universe Festival
Rob Kimbrough First National Bank and Trust Company of Miami
Ashley Perkins Cox Communications
Lindy Ritz The Ritz Group, LLC
Kimber Shoop OGE Energy Corporation
Stephen Smith Eastern Oklahoma State College
David Underwood AT&T Mobility
Rose Washington Tulsa Economic Development Corporation
Allen Wright Devon Energy Corporation
Comments on Board & Governance
CEO/Executive Director/Board Comments Our Advisory Board members are listed under the Additional Boards entry.
Current Fiscal Year
Fiscal Year July 01, 2016-June 30, 2017
Current Year Budgeted Total Income $983,000
Current Year Budgeted Total Expenses $983,000
IRS Letter of Determination
Prior Three Years' Financial History
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201620152014
Total Revenue$701,700$942,062$1,151,821
Total Expenses$855,194$835,914$816,346
Revenue Less Expenses($153,494)$106,148$335,475
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 Year201620152014
Contributions------
Foundation and
Corporation Contributions
$566,114$754,835$715,243
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions------
------
$127,500$125,000$123,750
Investment Income, Net of Losses$11,302$102,571$74,710
Unrealized Gain/Loss($41,057)($75,018)$201,155
Membership Dues$37,841$34,674$36,963
Special Events------
Revenue In-Kind------
Other------
Expense Allocation
Fiscal Year201620152014
Program Expense$683,625$662,911$653,316
Administration Expense$123,965$134,606$98,918
Fundraising Expense$47,604$38,397$64,112
Payments to Affiliates------
Total Revenue/Total Expenses0.821.131.41
Program Expense/Total Expenses80%79%80%
Fundraising Expense/Contributed Revenue8%5%9%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$2,899,835$3,021,528$2,920,805
Current Assets$493,185$525,748$465,834
Long-Term Liabilities------
Current Liabilities$195,954$164,153$169,578
Total Net Assets$2,703,881$2,857,375$2,751,227
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities2.523.202.75
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountFoundation & Corporations $566,114Foundation & Corporations $754,835Foundations & Corporations $715,243
Second Highest Funding Source & Dollar AmountEarned Revenue $127,500Earned Revenue $125,000Realized & Unrealized Gains/(Losses) $201,155
Third Highest Funding Source & Dollar AmountMemberships $37,841Investment Income $102,571Earned Revenue $123,750
Endowment? No
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 4.5 %
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
An independent audit is performed annually and is normally completed by August 31.  IRS 990 forms are submitted prior to the fall deadline each year and are available for review by the Board of Directors prior to filing.

LOK has a quasi-endowment or board designated funds which are set aside by the Board of Directors for emergency situations. The Board has policies and procedures that allow for 4.5% of the average 36-month market value to be used for operations. The Board maintains the authority to allow the withdrawal of principal if an emergency occurs. For purposes of reporting on this form, this fund has been marked a “reserve fund” instead of an “endowment”.

Foundation Staff Comments
All historical 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 5500 N Western Ave Ste 142
Oklahoma City, OK 73118
Primary Phone 405 848-0001
Give with Credit Card http://www.leadershipoklahoma.com
CEO/Executive Director Marion Paden
Board Chair Ms. Laurie Tilley
Board Chair Company Affiliation Littlefield Brand Development