Oklahoma Business Roundtable Inc

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Phone

4052353787

Tax Period

2023-07-01 to 2024-06-30

Oklahoma Business Roundtable Inc, founded in 1991, is a small nonprofit that reported $807K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $954K exceeded revenue, resulting in a 18% operating deficit.

Mission

SERVE AS THE STATE'S PRIMARY ECONOMIC DEVELOPMENT SUPPORT ORGANIZATION PROVIDING VITAL FUNDING TO ASSIST BUSINESS START UP, RETENTION, EXPANSION AND RECRUITMENT.

Program Service Accomplishments

Program 1

PROMOTES NEW BUSINESS INVESTMENT THROUGHOUT OKLAHOMA, INCLUDING FUNDING SUPPORT FOR START-UP, RETENTION, EXPANSION AND ATTRACTION OF BUSINESS FACILITIES AND OPERATIONS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $775,000

Investment Income $32,440

Other Revenue $0

TOTAL REVENUE $807,440

Expense Breakdown

Grants Paid $129,381

Salaries & Benefits $118,684

Fundraising Expenses $0

Program Expenses $0

Other Expenses $706,241

TOTAL EXPENSES $954,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$807,440	$878,791	-0.1%
Expenses	$954,306	$848,809	+0.1%
Net Income	$-146,866	$29,982	-5.9%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$111,537

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID STEWART	CHAIRMAN 7/23-6/24	5.0	Officer Director	$0	$0	$0
JEFF DAVIS	VICE-CHAIRMAN/CHAIR ELECT: 7/23 - 6/24	5.0	Officer Director	$0	$0	$0
JOHN PATRICK LOPEZ	PAST CHAIRMAN	5.0	Officer Director	$0	$0	$0
SEAN KOUPLEN	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
BILL LANCE	DIRECTOR	1.0	Director	$0	$0	$0
BRIAN MCCLAIN	DIRECTOR	1.0	Director	$0	$0	$0
CHRIS SCULLY	DIRECTOR	1.0	Director	$0	$0	$0
CHRIS VANDENHENDE	DIRECTOR	1.0	Director	$0	$0	$0
GREG MASSEY	DIRECTOR	1.0	Director	$0	$0	$0
HEATHER NOTTINGHAM	DIRECTOR	1.0	Director	$0	$0	$0
KEN MILLER	DIRECTOR	1.0	Director	$0	$0	$0
KIMBRA SCOTT	DIRECTOR	1.0	Director	$0	$0	$0
LEIGH GOODSON	DIRECTOR	1.0	Director	$0	$0	$0
RICK MCCUNE	DIRECTOR	1.0	Director	$0	$0	$0
STEVE HAHN	DIRECTOR	1.0	Director	$0	$0	$0
MARK W FUNKE	PRESIDENT/CEO (CONTRACT MWF MANAGEMENT)	20.0	Officer	$73,600	$0	$73,600
TAMRA CONSTABLE	DIRECTOR OF OPERATIONS	20.0	Officer	$37,937	$0	$37,937

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	No data	No data	No data	No data
2024	$807,440	$954,306	$837,063	$-146,866
2023	$878,791	$848,809	$1,150,638	$29,982
2022	$821,794	$766,098	$938,873	$55,696
2021	$772,157	$777,256	$1,222,545	$-5,099
2020	$813,649	$793,058	$914,084	$20,591
2019	$789,147	$889,401	$1,036,824	$-100,254