Civic Intelligence

Osma Health - Health Plan

EIN 27-0093845 • 501(c)9 • Oklahoma City, OK

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Profile

The corporation's specific purposes are to (1) act as a sponsor of a health benefit program and any other welfare benefit programs as directed by the osma house of delegates and/or board of trustees; and (2) establish a trust(s) through which the health and welfare benefit plans will be offered.

313 NE 50thOklahoma City, OK 73105

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.31x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.12x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$30,176

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

14th percentile

-18%

Faster asset growth than 14% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-16%

Faster revenue growth than 10% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$9,666,644

Down $757,469 (-7.3%) from 2023

Liabilities

Down

$3,087,615

Down $1,322,469 (-30%) from 2023

Net Assets

Up

$6,579,029

Up $565,000 (+9.4%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin15th percentile

Revenue

Up

$24,303,607

Up $5,691,065 (+31%) from 2023

Expenses

Up

$24,088,561

Up $2,199,432 (+10%) from 2023

Net Income

Up

$215,046

Up $3,491,633 (+107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $5,218,149Liabilities 2012: $3,077,462Net Assets 2012: $2,140,6872012Assets 2013: $6,937,882Liabilities 2013: $2,276,436Net Assets 2013: $4,661,4462013Assets 2015: $7,228,366Liabilities 2015: $2,285,049Net Assets 2015: $4,943,3172015Assets 2016: $6,789,895Liabilities 2016: $1,850,115Net Assets 2016: $4,939,7802016Assets 2018: $8,998,054Liabilities 2018: $1,843,489Net Assets 2018: $7,154,5652018Assets 2019: $11,459,751Liabilities 2019: $1,964,057Net Assets 2019: $9,495,6942019Assets 2020: $11,962,952Liabilities 2020: $1,953,159Net Assets 2020: $10,009,7932020Assets 2021: $12,168,080Liabilities 2021: $2,019,385Net Assets 2021: $10,148,6952021Assets 2022: $11,959,151Liabilities 2022: $2,134,033Net Assets 2022: $9,825,1182022Assets 2023: $10,424,113Liabilities 2023: $4,410,084Net Assets 2023: $6,014,0292023Assets 2024: $9,666,644Liabilities 2024: $3,087,615Net Assets 2024: $6,579,0292024

Highlighted filing

2024

Assets$9,666,644
Liabilities$3,087,615
Net Assets$6,579,029
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2012: $18,446,8152012Revenue 2013: $16,687,957Expenses 2013: $14,501,539Net Income 2013: $2,186,4182013Revenue 2015: $12,458,093Expenses 2015: $12,944,984Net Income 2015: -$486,8912015Revenue 2016: $11,750,577Expenses 2016: $11,794,036Net Income 2016: -$43,4592016Revenue 2018: $10,760,422Expenses 2018: $9,040,068Net Income 2018: $1,720,3542018Revenue 2019: $12,248,398Expenses 2019: $10,284,566Net Income 2019: $1,963,8322019Revenue 2020: $15,021,770Expenses 2020: $14,310,099Net Income 2020: $711,6712020Revenue 2021: $13,362,437Expenses 2021: $13,636,535Net Income 2021: -$274,0982021Revenue 2022: $14,551,429Expenses 2022: $14,554,181Net Income 2022: -$2,7522022Revenue 2023: $18,612,542Expenses 2023: $21,889,129Net Income 2023: -$3,276,5872023Revenue 2024: $24,303,607Expenses 2024: $24,088,561Net Income 2024: $215,0462024

Highlighted filing

2024

Revenue$24,303,607
Expenses$24,088,561
Net Income$215,046
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,666,644
Liabilities
$3,087,615
Net assets
$6,579,029
Revenue
$24,303,607
Expenses
$24,088,561
Net income
$215,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.67$3.09$6.58$24.3$24.1$0.22
2023Detailed filing. Detailed filing data is available for this year.$10.4$4.41$6.01$18.6$21.9$3.28
2022Detailed filing. Detailed filing data is available for this year.$12.0$2.13$9.83$14.6$14.6$0.00
2021Detailed filing. Detailed filing data is available for this year.$12.2$2.02$10.1$13.4$13.6$0.27
2020Detailed filing. Detailed filing data is available for this year.$12.0$1.95$10.0$15.0$14.3$0.71
2019Detailed filing. Detailed filing data is available for this year.$11.5$1.96$9.50$12.2$10.3$1.96
2018Detailed filing. Detailed filing data is available for this year.$9.00$1.84$7.15$10.8$9.04$1.72
2016Detailed filing. Detailed filing data is available for this year.$6.79$1.85$4.94$11.8$11.8$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.23$2.29$4.94$12.5$12.9$0.49
2013Detailed filing. Detailed filing data is available for this year.$6.94$2.28$4.66$16.7$14.5$2.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$3.08$2.14$18.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Gross Receipts
$25,127,655
Mission and Program Overview

Mission

The corporation's specific purposes are to (1) act as a sponsor of a health benefit program and any other welfare benefit programs as directed by the osma house of delegates and/or board of trustees; and (2) establish a trust(s) through which the health and welfare benefit plans will be offered.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,014,029$6,579,029▲ $565,000
Investments in Publicly Traded Securities$5,401,636$4,923,424▼ $478,212
Savings and Temporary Cash Investments$4,695,903$4,290,862▼ $405,041
Cash and Non-Interest-Bearing Accounts-$257,375-
Accounts Receivable$285,824$194,983▼ $90,841
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,424,113$9,666,644▼ $757,469
Other Assets Total$40,750$0▼ $40,750
Liabilities
Other Liabilities$3,082,399$2,222,359▼ $860,040
Accounts Payable and Accrued Expenses$1,113,673$605,110▼ $508,563
Deferred Revenue$214,012$260,146▲ $46,134
Total Liabilities$4,410,084$3,087,615▼ $1,322,469
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,014,029$6,579,029▲ $565,000
Total Liabilities and Net Assets / Fund Balance$10,424,113$9,666,644▼ $757,469
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jack BellerPresidentPT$30,524$30,524
Dale NeikirkVice President-$16,336$16,336
John RobinsonTreasurer-$6,228$6,228
Lee SchoefflerDirector-$5,275$5,275
William OehlertDirector-$5,043$5,043
Daryle VossDirector-$4,338$4,338
Dana StoneDirector-$3,831$3,831
Diane HeatonDirector-$3,174$3,174
Audra Hardin-linckDirector-$2,734$2,734
Basel HassounDirector-$2,650$2,650
Greg RatliffDirector-$1,967$1,967

Board Members and Trustees

NameTitle
Wes GlinsmannDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Assured Benefits AdministratorsBenefit Administration12221 MERIT DRIVE STE 1800, Dallas, TX 75251$1,909,635
United Healthcare Shared ServicesHospital Claims PricingPO BOX 30783, Salt Lake City, UT 84130$556,574
Verus Rx LLCPharmacy Benefits Manager5800 GRANITE PARKWAY STE 450, Plano, TX 75024$336,285
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,682,914
Investment Income
$620,693
Other Revenue
$0
Change in Net Assets
$215,046

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,303,607
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$83,281
Total Revenue per Audited Statements
$24,386,888
Total Revenue per Form 990
$24,303,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,355,033
Salaries, Compensation, and Employee Benefits$82,100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$18,651,428
Fees for Services Management---$1,544,478
Insurance---$738,572
Information Technology---$515,703
Fees for Services Other---$179,676
Current Officers, Directors, Trustees, and Key Employees---$82,100
Fees for Services Legal---$78,394
Other Expenses---$53,735
Fees for Services Accounting---$40,690
Office Expenses---$40,039
Advertising---$20,644
Travel---$19,180
Fees for Service Investment Mgmnt Fees---$8,660
Total Functional Expenses$0$0$0$24,088,561

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,088,561
Total Expenses per Audited Statements$24,088,561
Total Expenses per Form 990$24,088,561
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefits Claims Liabilities$2,222,359
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The president of the organization performs a detailed review of the form 990 before it is submitted to the irs.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to formally acknowledge their compliance with the conflict-of-interest policy on an annual basis. If a conflict arises, the board member cannot take part in the discussion or vote on the issue.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Osma Health - Health Plan
EIN
27-0093845
Phone
4058439571
Address
313 NE 50TH, OKLAHOMA CITY, OK 73105

Signing Officer

Name
Jack J Beller Md
Title
President
Phone
4058439571
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack J Beller Md
Formed
2004
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Moss Adams Llp
Address
6565 AMERICAS PARKWAY NE STE 600, ALBUQUERQUE, NM 87110
Preparer
Pamela Alexanderson
Phone
5058787200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Estimated liability for claims incurred but not paid 266,673.”

Financial Statement Notes

PART X, LINE 2:

“The plan is a tax-exempt organization under section 501(c) (9) of the internal revenue code (irc) and is, therefore, not subject to federal income taxes under present income tax laws. The plan has been approved by the internal revenue service (irs) for tax-exempt status. However, per code section 512(a)(3)(e)(i), to the extent that a set-aside for any given year causes the plan assets at year end, to exceed the account limit as described by code section 419a, the excess amount is considered to be unrelated business taxable income (to the extent of investment income). The plan incurred income tax expense of $53,735 and $84,984 during the years ended december 31, 2024 and 2023, respectively. In accordance with guidance on accounting for uncertainty in income taxes, management evaluated the plan's tax positions and does not believe the plan has any uncertain tax positions that require adjustment to the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 418 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/AdvertisingGrp/TotalAmt020644
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0175952
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01000000
IRS990/GrossReceiptsAmt025127655
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0515703
IRS990/InsuranceGrp/TotalAmt0738572
IRS990/InvestmentIncomeGrp/ExclusionAmt0444741
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0444741
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05401636
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04923424
IRS990/IRPDocumentCnt050
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0824048
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CORPORATION'S SPECIFIC PURPOSES ARE TO (1) ACT AS A SPONSOR OF A HEALTH BENEFIT PROGRAM AND ANY OTHER WELFARE BENEFIT PROGRAMS AS DIRECTED BY THE OSMA HOUSE OF DELEGATES AND/OR BOARD OF TRUSTEES; AND (2) ESTABLISH A TRUST(S) THROUGH WHICH THE HEALTH AND WELFARE BENEFIT PLANS WILL BE OFFERED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06014029
IRS990/NetAssetsOrFundBalancesEOYAmt06579029
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0175952
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0175952
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt083281
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt040039
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt040750
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0266673
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1TRANSITIONAL REINSURANC
IRS990/OtherExpensesGrp/Desc2INCOME TAX EXPENSE - UB
IRS990/OtherExpensesGrp/TotalAmt02007660
IRS990/OtherExpensesGrp/TotalAmt1107602
IRS990/OtherExpensesGrp/TotalAmt253735
IRS990/OtherLiabilitiesGrp/BOYAmt03082399
IRS990/OtherLiabilitiesGrp/EOYAmt02222359
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JACK J BELLER MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PLAN CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023682914
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023682914
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017301465
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0359308
IRS990/PYOtherExpensesAmt04507213
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt018253234
IRS990/PYRevenuesLessExpensesAmt0-3276587
IRS990/PYSalariesCompEmpBnftPaidAmt080451
IRS990/PYTotalExpensesAmt021889129
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018612542
IRS990/ReconcilationRevenueExpnssAmt0215046
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06014029
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06579029
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04695903
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04290862
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt024088561
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt083281
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02222359
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFITS CLAIMS LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt083281
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt024303607
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C) (9) OF THE INTERNAL REVENUE CODE (IRC) AND IS, THEREFORE, NOT SUBJECT TO FEDERAL INCOME TAXES UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS BEEN APPROVED BY THE INTERNAL REVENUE SERVICE (IRS) FOR TAX-EXEMPT STATUS. HOWEVER, PER CODE SECTION 512(A)(3)(E)(I), TO THE EXTENT THAT A SET-ASIDE FOR ANY GIVEN YEAR CAUSES THE PLAN ASSETS AT YEAR END, TO EXCEED THE ACCOUNT LIMIT AS DESCRIBED BY CODE SECTION 419A, THE EXCESS AMOUNT IS CONSIDERED TO BE UNRELATED BUSINESS TAXABLE INCOME (TO THE EXTENT OF INVESTMENT INCOME). THE PLAN INCURRED INCOME TAX EXPENSE OF $53,735 AND $84,984 DURING THE YEARS ENDED DECEMBER 31, 2024 AND 2023, RESPECTIVELY. IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND DOES NOT BELIEVE THE PLAN HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt024088561
IRS990ScheduleD/TotalLiabilityAmt02222359
IRS990ScheduleD/TotalRevenuePerForm990Amt024303607
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt024386888
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024088561
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT OF THE ORGANIZATION PERFORMS A DETAILED REVIEW OF THE FORM 990 BEFORE IT IS SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO FORMALLY ACKNOWLEDGE THEIR COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY ON AN ANNUAL BASIS. IF A CONFLICT ARISES, THE BOARD MEMBER CANNOT TAKE PART IN THE DISCUSSION OR VOTE ON THE ISSUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ESTIMATED LIABILITY FOR CLAIMS INCURRED BUT NOT PAID 266,673.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OKLAHOMA STATE MEDICAL ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0730384245
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRADE ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0313 NE 50TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010424113
IRS990/TotalAssetsEOYAmt09666644
IRS990/TotalAssetsGrp/BOYAmt010424113
IRS990/TotalAssetsGrp/EOYAmt09666644
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt024088561
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04410084
IRS990/TotalLiabilitiesEOYAmt03087615
IRS990/TotalLiabilitiesGrp/BOYAmt04410084
IRS990/TotalLiabilitiesGrp/EOYAmt03087615
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06014029
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06579029
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt023682914
IRS990/TotalReportableCompFromOrgAmt082100
IRS990/TotalRevenueGrp/ExclusionAmt0620693
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023682914
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024303607
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010424113
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09666644
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt019180
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0313 NE 50TH
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073105
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK J BELLER MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04058439571
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSMA HEALTH - HEALTH PLAN
ReturnHeader/Filer/BusinessNameControlTxt0OSMA
ReturnHeader/Filer/EIN0270093845
ReturnHeader/Filer/PhoneNum04058439571
ReturnHeader/Filer/USAddress/AddressLine1Txt0313 NE 50TH

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