2025-09-12T18:35:26-05:00 2024-12-31 450250958 Eide Bailly LLP 18081 Burt St Ste 200 Omaha NE 680224722 990 2024-01-01 731114164 The State Chamber Research Foundation STAT 4052353669 PO Box 53217 Oklahoma City OK 73152 Chad Warmington President & CEO 4052353669 2025-09-12 1 1 Wendy R Cooley CPA P01523804 4023302660 2025-09-11 2024 2025-03-06 01:10:19Z Chad Warmington PO Box 53217 Oklahoma City OK 73152 523070 0 X www.okstatechamber.com X 1980 OK Perform and promote research regarding economic development opportunities 10 10 0 11 0 0 686634 523070 0 0 0 0 0 0 686634 523070 0 0 0 0 0 0 0 0 0 550786 660919 550786 660919 135848 -137849 812227 791817 126857 244296 685370 547521 X The State Chamber Research Foundation strives to support Oklahoma's growth and increase prosperity for all Oklahomans. We create solution orientated programming, advance research and policy, and provide sound data geared to advancing Oklahoma's economic climate, workforce, infrastructure, and legal and regulatory environment. 1 0 488032 Workforce/EducationSCRF's education and workforce development program aims to strategically engage key stakeholders and propose innovative policy reforms that create an academic environment that aligns with the evolving needs of the business community.(Continued on Schedule O)The Business Leaders Poll is an essential tool and the only statewide scientific survey that provides a regular pulse on the views, concerns, and outlook of Oklahoma's diverse business community. The annual poll encompasses small and large businesses, urban and rural, from C-suites to corner stores. The survey results provide valuable information, identifying key challenges and barriers identified by business owners.RIEDThe Research Institute for Economic Development (RIED) Report is dedicated to helping the business community understand how Oklahoma's legislators vote on business, job and economic issues. LEGAL CENTERThe Legal Center is geared toward researching policy implications surrounding the third branch of government. The purpose of the SCRF Legal Center is to promote free enterprise and economic prosperity by advocating for the consistent and fair application of the law as written.LEAThe Leadership Exchange Academy is a cohort program where leaders come to exchange ideas and learn about good government practices, the public policy process, and free enterprise.The Oklahoma Scorecard is an annual publication that evaluates Oklahoma's competitive position compared to the nation, region, and a set of peer states sharing various characteristics. 488032 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 OK X Kim Gadberry 4052353369 PO Box 53217 Oklahoma City OK 73152 Bill Schonacher President 1.00 1.00 X X 0 0 0 Kristin Peck Vice-President 1.00 0.00 X X 0 0 0 Dana Weber Secretary 1.00 1.00 X X 0 0 0 Kevin Gross Treasurer 1.00 1.00 X X 0 0 0 Steve Hahn Director 1.00 1.00 X 0 0 0 Rick Nagel Director 1.00 1.00 X 0 0 0 Dan Boren Director (thru Dec 2024) 1.00 0.00 X 0 0 0 John Wiscaver Director 1.00 0.00 X 0 0 0 Kevin Wagner Director 1.00 0.00 X 0 0 0 Bobby Stern Director 1.00 0.00 X 0 0 0 William Paiva Director 1.00 0.00 X 0 0 0 Chad Warmington President & CEO 1.00 39.00 X 0 480190 123079 Ben Lepak Executive Director (thru Oct 2024) 40.00 0.00 X 0 128228 8960 0 608418 132039 0 0 1 0 0 170000 353070 523070 523070 0 0 0 15200 15200 999 700 299 12063 12063 21059 5000 16059 1121 62 1059 5922 166 5756 14125 12275 1850 3926 10 3916 28867 14974 13893 925 925 1352 1352 Staffing Reimbursement 356383 267287 89096 Research Expenses 187558 187558 Commissions 10300 10300 Trade Memberships and S 1119 1119 660919 488032 172887 0 812227 778565 10651 3526 925 0 2601 812227 791817 126857 244296 126857 244296 X 685370 547521 0 685370 547521 812227 791817 -137849 0 X 0 1 X 1 0 X 497900 242250 2109031 686634 523070 4058885 497900 242250 2109031 686634 523070 4058885 200384 3858501 407 407 4059292 65906 0.95050 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3526 925 2601 2601 X 523070 0 523070 0 523070 660919 0 660919 0 660919 Part X, Line 2: Management believes that each entity has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The State Chamber would recognize future accrued interest and penalties related to tax benefits and liabilities in income tax expense if such interest and penalties are incurred. The entities' Forms 990, 990-T and other income tax filings required by state, local, or non-U.S. tax authorities are no longer subject to tax examination for years before 2021. 0 0 0 0 0 0 0 0 0 Chad Warmington President & CEO 0 325750 0 154440 0 0 0 123079 0 2267 0 605536 0 0 Part I, Line 3 Compensation is paid to the President and CEO and Executive Director by a related organization. The related organization uses the Council of State Chambers compensation surveys to examine comparable date from other states. Compensation is reviewed on an annual basis. Form 990, Part III, line 2 Vision Plan - The Vision Plan seeks to build a bold, data-driven, and enduring movement that empowers Oklahoma's business community to lead the state toward its full potential. Through strategic alignment, coalition building, and focused execution, the Vision Plan will help drive Oklahoma to be a top-tier competitor in talent, opportunity, and economic growth. Form 990, Part VI, Section A, line 8b The organization does not have committees with the authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The Form 990 will be reviewed by the full board prior to being filed with the IRS. Form 990, Part VI, Section B, line 12c After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the Board or Committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board or Committee Members shall decide if a conflict of interest exists. Procedures for Addressing the Conflict of Interest: * An interested person may make a presentation at the Board meeting or Committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. * The President or Chair of the Committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. * After exercising due diligence, the Board or Committee shall determine whether the Foundation can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. * If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the Board or Committee shall determine by a majority vote of the disinterested Directors whether the transaction or arrangement is in the Foundation's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it shall make its decision as to whether to enter into the transaction or arrangement. Violations of the Conflict of Interest Policy: If the Board or Committee has reasonable cause to believe an interested person has failed to disclose actual or possible conflicts of interest, it shall inform the interested person of the basis for such belief and afford the interested person an opportunity to explain the alleged failure to disclose. If, after hearing the interested person's response and after making further investigation as warranted by the circumstances, the Board or Committee determines the interested person has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action, which may include removal from the Board. Form 990, Part VI, Section B, line 15 Compensation for the Executive Director is determined by the President & CEO of the Oklahoma State Chamber of Commerce and Industry, a related organization. The compensation is approved by the Foundation's board of directors as part of the annual budget process. Form 990, Part VI, Section C, line 19 The Organization's governing documents and financial statements are made available to the public upon request. Oklahoma State Chamber of Commerce 330 NE 10th Street Oklahoma City OK 73104 731270209 Economic Activity OK 501(c)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 0 0