LEADERSHIP OKLAHOMA INC

EIN: 731301631 501(c)(3) Public & Societal Benefit

OKLAHOMA CITY, OK

Total Revenue
$866,827
Total Expenses
$796,183
Total Assets
$4,521,887
Net Assets
$4,256,628
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
OK
Principal Officer
JODI LEWIS
Phone
4058480001
Tax Period
2024-07-01 to 2025-06-30

LEADERSHIP OKLAHOMA INC, founded in 1986, is a small nonprofit in the Public & Societal Benefit sector that reported $867K in total revenue in fiscal year 2024. Expenses of $796K left a modest 8% surplus.

Mission

ORGANIZED TO DEVELOP, EDUCATE, AND NUTURE A STATEWIDE NETWORK OF PROACTIVE LEADERS FOR OKLAHOMA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $419,094
Program Service Revenue $205,219
Investment Income $208,856
Other Revenue $33,658
TOTAL REVENUE $866,827

Expense Breakdown

Grants Paid $0
Salaries & Benefits $331,529
Fundraising Expenses $32,683
Program Expenses $668,235
Other Expenses $464,654
TOTAL EXPENSES $796,183

Year-over-Year Comparison

2024 2023 Change
Revenue $866,827 $841,147 +0.0%
Expenses $796,183 $794,349 +0.0%
Net Income $70,644 $46,798 +0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
40
Independent Members
40
Employees
4
Volunteers
225

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$137,629
Total Directors
40
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GARY ARMBRUSTER DIRECTOR 2.00
Director
$0 $0 $0
KATHY BANKS-MONROE VICE CHAIR/CHAIR ELECT/CHAIR-ADMINISTRATION 2.00
Officer Director
$0 $0 $0
CHRIS BENGE CHAIR 2.00
Officer Director
$0 $0 $0
MARY BOOTH DIRECTOR 2.00
Director
$0 $0 $0
SHELLA BOWLIN DIRECTOR 2.00
Director
$0 $0 $0
CANDACE BRADDOCK DIRECTOR 2.00
Director
$0 $0 $0
TAYLOR BURNETT CHAIR ELECT-YOUTH PROGRAM 2.00
Director
$0 $0 $0
LETA BURWELL DIRECTOR 2.00
Director
$0 $0 $0
JODI CLINE DIRECTOR 2.00
Director
$0 $0 $0
SAMMYE CRAVENS PAST CHAIR/CHAIR-NOMINATING 2.00
Officer Director
$0 $0 $0
SUSAN CRENSHAW DIRECTOR 2.00
Director
$0 $0 $0
RICHARD CUDJO DIRECTOR 2.00
Director
$0 $0 $0
JANET CUNNINGHAM DIRECTOR 2.00
Director
$0 $0 $0
MARK DAVIS DIRECTOR 2.00
Director
$0 $0 $0
GREG ELLIOTT DIRECTOR 2.00
Director
$0 $0 $0
CHERYL EVANS DIRECTOR 2.00
Director
$0 $0 $0
ANDREW EWBANK CHAIR-YOUTH PROGRAM 2.00
Director
$0 $0 $0
SHANE FERNANDEZ DIRECTOR 2.00
Director
$0 $0 $0
SHELLEY FREE DIRECTOR 2.00
Director
$0 $0 $0
LANCE FRYE DIRECTOR 2.00
Director
$0 $0 $0
MELISSA HALL CHAIR-ADULT PROGRAM 2.00
Director
$0 $0 $0
MICHELLE HARDESTY DIRECTOR 2.00
Director
$0 $0 $0
ALEXA HUMPHRIES DIRECTOR 2.00
Director
$0 $0 $0
JAY JOHNSON DIRECTOR 2.00
Director
$0 $0 $0
ROSE WASHINGTON JONES DIRECTOR 2.00
Director
$0 $0 $0
FAROOQ KARIM CHAIR-MEMBERSHIP/AMBASSADORS 2.00
Director
$0 $0 $0
WES KNIGHT SECRETARY/TREASURER/CHAIR-FINANCE 2.00
Officer Director
$0 $0 $0
ELIZABETH LEAMING DIRECTOR 2.00
Director
$0 $0 $0
MINDY MAHANEY DIRECTOR 2.00
Director
$0 $0 $0
MILLICENT NEWTON-EMBRY DIRECTOR 2.00
Director
$0 $0 $0
DANIEL PAE DIRECTOR 2.00
Director
$0 $0 $0
JENNIFER PHAM DIRECTOR 2.00
Director
$0 $0 $0
JOHN REDMAN DIRECTOR 2.00
Director
$0 $0 $0
STEPHANIE REGAN CHAIR-DEVELOPMENT 2.00
Director
$0 $0 $0
ROB REYNOLDS DIRECTOR 2.00
Director
$0 $0 $0
LYLE ROGGOW CHAIR ELECT-ADULT PROGRAM 2.00
Director
$0 $0 $0
JORDAN SHEARER DIRECTOR 2.00
Director
$0 $0 $0
AMY SIEGFRIED DIRECTOR 2.00
Director
$0 $0 $0
STEPHEN SMITH DIRECTOR 2.00
Director
$0 $0 $0
MICHAEL STOPP DIRECTOR 2.00
Director
$0 $0 $0
JODI LEWIS PRESIDENT & CEO 40.00
Officer
$133,620 $4,009 $137,629
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $866,827 $796,183 $4,521,887 $70,644
2024 $841,147 $794,349 $4,405,341 $46,798
2023 $708,195 $753,937 $4,123,583 $-45,742
2022 $774,869 $688,948 $3,831,041 $85,921
2021 $1,221,247 $562,815 $4,302,001 $658,432
2020 $757,046 $673,489 $3,525,618 $83,557
2019 $737,274 $710,522 $3,393,235 $26,752
2018 $786,860 $733,915 $3,289,880 $52,945
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