philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Oklahoma Business Roundtable Incorporated

Not tax-deductible

Oklahoma City, OK501(c)(6)Since 1991Mutual / membership EIN 73-1377268Revenue $810K in FY2025

On file with the IRSokbusinessroundtable.comPo Box 18194, 73154-0194 · Oklahoma City, OKTax-exempt since Aug 1992

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Serve as the state's primary economic development support organization providing vital funding to assist Business start up, retention, expansion and recruitment.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Run by 18 volunteers and 1 employee.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $32K a year · 4% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$75K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 12.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$358K
34% of total assets
Looks good: liabilities are 34% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$810K
+0.3% vs prior year
Spent
$903K
To programs
0%
Net assets
$685K
By yearFY2021–FY2025
Revenue
$810K
FY2025+0.3%
Tap a bar for its year
Revenue by fiscal year
FY2021$772K
FY2022$822K
FY2023$879K
FY2024$807K
FY2025$810K
Expenses
$903K
FY2025▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2021$777K
FY2022$766K
FY2023$849K
FY2024$954K
FY2025$903K
Net assets
$685K
FY2025▼ -12%
Tap a bar for its year
Net assets by fiscal year
FY2021$839K
FY2022$895K
FY2023$925K
FY2024$778K
FY2025$685K

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

15 people listed on the 990; $75K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Mark W Funke
President/CEO (contract Mwf Management)
$75,440Pt VII · Sec A
Jeff Davis
Chairman (07/24 - 06/25)
$0Pt VII · Sec A
Leigh Goodson
Secretary/Treasurer (07/24 - 06/25)
$0Pt VII · Sec A
Sean Kouplen
Vice-Chairman/Chair Elect (07/24 - 06/25)
$0Pt VII · Sec A
Bill Lance
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Chris Scully
Director
$0Pt VII · Sec A
Dave Stewart
Past Chairman (07/24 - 06/25)
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Mark W Funke$75,440$73,600$73,600$73,600$21,467
Ann Ackerman————$62,062
Tamra Constable—$37,937———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Oklahoma Business Roundtable Incorporated executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Drives Oklahoma's economic growth through business leadership.

Questions for Oklahoma Business Roundtable Incorporated

Tap to ask. Oklahoma Business Roundtable Incorporated sees how many people are interested.

Your first name shows with your question. Oklahoma Business Roundtable Incorporated answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · in their own filed words · FY2024
01

Promotes new business investment throughout oklahoma, including funding support for start-up, retention, expansion and attraction of business facilities and operations.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 16 grants · $515K · 2020–2024
Select Oklahoma an Economic Development Partnership INCOK · FY2024$58,510
I2e INCOK · FY2024$25,000
State Chamber Research Foundation Oklahoma 21st CenturyOK · FY2024$13,500
Global Oklahoma Connect INCOK · FY2024$10,000
Select Oklahoma an Economic Development Partnership INCOK · FY2023$60,000
I2e INCOK · FY2023$25,000
Oklahoma State Chamber of Commerce and Associated IndustriesOK · FY2023$13,000
Global Oklahoma Connect INCOK · FY2023$10,000
I2e INCOK · FY2022$50,000
Ok Alliance for Manufacturing ExcellenceDC · FY2022$25,000
Select Oklahoma an Economic Development Partnership INCOK · FY2022$22,278
Global Oklahoma Connect INCOK · FY2022$10,000
Tulsa Regional Chamber (fka Metropolitan Tulsa Chamber of Commerce)OK · FY2021$43,137
Select OklahomaFY2021$25,000
Creative Oklahoma INCOK · FY2020$100,000
I2e INCOK · FY2020$25,000

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$810K
Ln 12
Fees for servicesLn 2g$780K
Investment incomeLn 3$30K
Money outPt IX
$903K
Ln 25
Owns and owesPt X
$685K
net assets · Ln 32
Cash and savingsLn 1–2$916K
Total assetsLn 16$1.0M
LiabilitiesLn 26$358K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$780K
Investment incomeLn 3$30K
Total revenueLn 12$810K
Assets in detailPt X, end of year
CashLn 1$204K
SavingsLn 2$712K
Cash and savings togetherLn 1–2$916K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$107K
Total assetsLn 16$1.0M
LiabilitiesLn 26$358K
Net assetsLn 32$685K
OperationsPt I, VI
EmployeesI 51
VolunteersI 618
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$579K$916K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$837K$1.0M
LiabilitiesLn 26$59K$358K
Net assetsLn 32$778K$685K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$108K
Pay of current officers, directors and key staffLn 5$77K
Other salaries and wagesLn 7$40K
Payroll taxesLn 10$3K
Management feesLn 11a$42K
Accounting feesLn 11c$31K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$13K
Office expensesLn 13$3K
Information technologyLn 14$6K
OccupancyLn 16$39K
TravelLn 17$9K
InsuranceLn 23$3K
Other expenses (24a–d)Ln 24$519K
All other expensesLn 24e$12K
Total functional expensesLn 25$903K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $810K$903K−$93K$685K 990 PDF
FY2024Filed with the IRS May 15, 2025 $807K$954K−$147K$778K 990 PDF
FY2023Filed with the IRS May 15, 2024 $879K$849K$30K$925K 990 PDF
FY2022Filed with the IRS Apr 13, 2023 $822K$766K$56K$895K 990 PDF
FY2021Filed with the IRS Jan 20, 2022 $772K$777K−$5K$839K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $810,074 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $775,000$779,989
I-10 Investment incomePrior year $32,440$30,085
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $807,440$810,074
I-13 Grants and similar amounts paidPrior year $129,381$107,760
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $118,684$120,578
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $706,241$674,693
I-18 Total expensesPrior year $954,306$903,031
I-19 Revenue less expensesPrior year −$146,866−$92,957
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $810,074 across 4 lines filed
Lines not itemized here account for $2,489 of total revenue; see the IRS return.
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $777,500$777,500
VIII-3 Investment incomeExcluded from tax $30,085$30,085
VIII-12 Total revenueRelated to mission $779,989 · Unrelated business $0 · Excluded from tax $30,085$810,074
Part IX · Statement of functional expenses $903,031 across 15 lines filed
IX-1 Grants to domestic organizations$107,760
IX-5 Pay of current officers, directors and key staff$77,280
IX-7 Other salaries and wages$40,112
IX-10 Payroll taxes$3,186
IX-11a Management fees$42,000
IX-11c Accounting fees$30,900
IX-12 Advertising and promotion$12,559
IX-13 Office expenses$2,654
IX-14 Information technology$6,047
IX-16 Occupancy$38,503
IX-17 Travel$8,634
IX-23 Insurance$3,208
IX-24 Other expenses (24a–d)$518,590
IX-24e All other expenses$11,598
IX-25 Total functional expenses$903,031
Part X · Balance sheet $1,043,156 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $89,096$204,171
X-2 Savings and temporary cash investmentsStart of year $489,642$712,211
X-4 Accounts receivableStart of year $5,000$7,500
X-9 Prepaid expenses and deferred chargesStart of year $22,452$11,840
X-10c Land, buildings and equipment, netStart of year $0$0
X-15 Other assetsStart of year $230,873$107,434
X-16 Total assetsStart of year $837,063$1,043,156
X-17 Accounts payable and accrued expensesStart of year $11,060$19,704
X-19 Deferred revenueStart of year $15,000$332,500
X-25 Other liabilitiesStart of year $33,250$6,156
X-26 Total liabilitiesStart of year $59,310$358,360
X-27 Net assets without donor restrictionsStart of year $777,753$684,796
X-32 Total net assets or fund balancesStart of year $777,753$684,796
X-33 Total liabilities and net assetsStart of year $837,063$1,043,156
Part XI · Reconciliation of net assets $684,796 net assets at year end
XI-1 Total revenue$810,074
XI-2 Total expenses$903,031
XI-3 Revenue less expenses−$92,957
XI-4 Net assets at start of year$777,753
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$684,796

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.