Civic Intelligence

Owner-Operator Independent Drivers Association Inc

990 • Fiscal year 2023 • EIN 43-1085960

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profilewww.ooida.com

View Organization Page

1 NW OOIDA DriveGrain Valley, MO 64029

(816) 229-5791

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2023 filings • 501(c)6 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.15x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • 501(c)6 • $100M-$250M nonprofits • Source year 2023

Net Margin

62nd percentile

6.2%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)6 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

13th percentile

$221,892

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2023 filings • 501(c)6 • $100M-$250M nonprofits • Source year 2023

Asset Growth

43rd percentile

3.8%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)6 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-56%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)6 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets11th percentile

Assets

Flat

$141,667,534

Flat from 2023

Net Assets

Flat

$141,161,161

Flat from 2023

Liabilities

Flat

$506,373

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin62nd percentile

Revenue

Flat

$3,305,553

Flat from 2023

Expenses

Flat

$3,099,247

Flat from 2023

Net Income

Flat

$206,306

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $55,411,682Liabilities 2010: $4,475,507Net Assets 2010: $50,936,1752010Assets 2011: $58,810,170Liabilities 2011: $4,143,316Net Assets 2011: $54,666,8542011Assets 2012: $58,989,748Liabilities 2012: $3,988,541Net Assets 2012: $55,001,2072012Assets 2013: $59,234,478Liabilities 2013: $4,064,600Net Assets 2013: $55,169,8782013Assets 2014: $60,231,587Liabilities 2014: $2,738,253Net Assets 2014: $57,493,3342014Assets 2015: $64,761,343Liabilities 2015: $2,064,456Net Assets 2015: $62,696,8872015Assets 2016: $70,881,462Liabilities 2016: $1,463,484Net Assets 2016: $69,417,9782016Assets 2017: $76,640,186Liabilities 2017: $1,124,447Net Assets 2017: $75,515,7392017Assets 2018: $83,758,342Liabilities 2018: $708,860Net Assets 2018: $83,049,4822018Assets 2019: $89,395,365Liabilities 2019: $858,562Net Assets 2019: $88,536,8032019Assets 2020: $106,345,327Liabilities 2020: $1,972,873Net Assets 2020: $104,372,4542020Assets 2021: $120,475,602Liabilities 2021: $2,698,756Net Assets 2021: $117,776,8462021Assets 2022: $136,465,506Liabilities 2022: $377,936Net Assets 2022: $136,087,5702022Assets 2023: $141,667,534Liabilities 2023: $506,373Net Assets 2023: $141,161,1612023Assets 2023: $141,667,534Liabilities 2023: $506,373Net Assets 2023: $141,161,1612023Assets 2024: $140,269,976Liabilities 2024: $2,394,189Net Assets 2024: $137,875,7872024

Highlighted filing

2023

Assets$141,667,534
Liabilities$506,373
Net Assets$141,161,161
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2010: $4,095,055Expenses 2010: $4,336,635Net Income 2010: -$241,5802010Expenses 2011: $4,409,7682011Revenue 2012: $4,685,270Expenses 2012: $4,337,117Net Income 2012: $348,1532012Revenue 2013: $4,038,483Expenses 2013: $3,989,210Net Income 2013: $49,2732013Revenue 2014: $4,671,012Expenses 2014: $4,225,048Net Income 2014: $445,9642014Revenue 2015: $3,960,611Expenses 2015: $4,529,493Net Income 2015: -$568,8822015Revenue 2016: $4,350,877Expenses 2016: $4,671,445Net Income 2016: -$320,5682016Revenue 2017: $4,657,889Expenses 2017: $4,645,541Net Income 2017: $12,3482017Revenue 2018: $4,149,291Expenses 2018: $4,633,335Net Income 2018: -$484,0442018Revenue 2019: $3,888,285Expenses 2019: $4,711,067Net Income 2019: -$822,7822019Revenue 2020: $3,358,333Expenses 2020: $4,346,426Net Income 2020: -$988,0932020Revenue 2021: $4,344,194Expenses 2021: $4,432,554Net Income 2021: -$88,3602021Revenue 2022: $7,490,492Expenses 2022: $3,605,400Net Income 2022: $3,885,0922022Revenue 2023: $3,305,553Expenses 2023: $3,099,247Net Income 2023: $206,3062023Revenue 2023: $3,305,553Expenses 2023: $3,099,247Net Income 2023: $206,3062023Revenue 2024: $2,566,542Expenses 2024: $3,074,757Net Income 2024: -$508,2152024

Highlighted filing

2023

Revenue$3,305,553
Expenses$3,099,247
Net Income$206,306
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$3,900,612
Mission and Program Overview

Mission

The mission of the Owner-Operator Independent Drivers Association is to serve owner-operators, small fleets and professional truckers; to work for a business climate where truckers are treated equally and fairly; to promote highway safety and responsibility among all highway users; and to promote a better business environment for all truck operators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$136,087,570$141,161,161▲ $5,073,591
Investments Other Securities$103,207,551$108,074,836▲ $4,867,285
Investments in Publicly Traded Securities$26,734,002$27,161,700▲ $427,698
Land, Buildings, and Equipment, Net$4,669,688$4,370,843▼ $298,845
Savings and Temporary Cash Investments$260,492$429,307▲ $168,815
Cash and Non-Interest-Bearing Accounts$320,300$254,173▼ $66,127
Prepaid Expenses and Deferred Charges$28,285$65,810▲ $37,525
Accounts Receivable-$52,298-
Intangible Assets$5,056$0▼ $5,056
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Total Assets$136,465,506$141,667,534▲ $5,202,028
Other Assets Total$1,240,132$1,258,567▲ $18,435
Liabilities
Other Liabilities$369,763$491,555▲ $121,792
Accounts Payable and Accrued Expenses$8,173$14,818▲ $6,645
Total Liabilities$377,936$506,373▲ $128,437
Net Assets / Fund Balance
Total Net Assets Fund Balance$136,087,570$141,161,161▲ $5,073,591
Total Liabilities and Net Assets / Fund Balance$136,465,506$141,667,534▲ $5,202,028

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,189,208$7,579,302$8,951,901
Land$2,159,825-$2,159,825
Leasehold Improvements$21,810$112,746$134,556
Other Land Buildings-$34,119$34,119
Closely Held Equity Interests$88,781,918--
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Collin M LongLobbyistFT$221,892$221,892
Jay Reece GrimesLobbyistFT$161,860$161,860
Bryce T MongeonLobbyistFT$158,248$158,248
Douglas MorrisDirector of SecurityFT$156,385$156,385
Thomas L WeakleyDirectorFT$103,395$103,395
Sylvia R DodsonAlt Director-$99,563$99,563

Board Members and Trustees

NameTitle
Joel T SpencerPresident
Brad PetersonAlt Director
Carl SmithAlt Director
Danny SchnautzAlt Director
Linda AllenAlt Director
Rodney MorineAlt Director
Bradley J HennonDirector
Charles PaarDirector
Dave JungeblutDirector
Douglas SmithDirector
Gary CarrDirector
Gary GreenDirector
Grover NelsonDirector
Harrison SmithDirector
Johanne CoutureDirector
John KoglmanDirector
Kenneth BeckerDirector
Kim BorronDirector
Lou EspositoDirector
Mark ElrodDirector
Matt BradleyDirector
Monte WiederholdDirector
R Bryan SpoonDirector
Richard PingelDirector
Roderic NofzigerDirector
Tilden CurlDirector
Trot RaneyDirector
Craig DeReuAlternate
Kurt PlummerAlternate
William Lewis PughEvp
Terry L ButtonGeneral VP
Robert EslerSecretary
Leland WilkinsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Summit Strategies Government Affairs LLCConsulting440 1ST ST NW SUITE 440, Washington, DC 20001$102,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,966,983
Program Service Revenue
$0
Investment Income
$678,889
Other Revenue
$659,681
Change in Net Assets
$206,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,607,913
Other Expenses$1,418,808
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,206,046
Advertising---$378,422
Fees for Services Other---$286,715
Occupancy---$172,634
Other Employee Benefits---$158,911
Fees for Services Management---$108,000
Current Officers, Directors, Trustees, and Key Employees---$99,563
Payroll Taxes---$93,384
Fees for Services Legal---$79,598
Benefits to Members---$72,526
Pension Plan Contributions---$50,009
Travel---$19,827
All Other Expenses---$18,692
Other Expenses---$16,000
Fees for Services Accounting---$12,796
Office Expenses---$9,428
Depreciation Depletion---$5,055
Total Functional Expenses$0$0$0$3,099,247
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Bradley J HennonSee Part V-No-
J Todd SpencerSee Part V-No-
Robert EslerSee Part V-No-
Sylvia R DodsonSee Part V-No-
William PughSee Part V-No-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advances from affiliates$258,522
Accrued Payroll$202,237
Ledar Recovery$20,445
Taxes Payable$10,351
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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 A, Line 2

“Todd Spencer, Bradley Hennon, Sylvia Dodson, and William Pugh are all employed by organization or an affiliated organizations.Todd Spencer and William Pugh are directors of an affiliated organization.”

Form 990, Part VI, Section A, Line 6

“Professional truckers who are current in paying their membership dues.”

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

“The form 990 was prepared by an outside cpa firm. The organization's accounting manager reviewed the 990 before giving it to the signing officer.”

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

“Every director is given the document "Code of Conduct and Ethics for the Board of Directors." A judiciary committee investigates potential violations and makes recommendations to the full board regarding such violations. Directors are regularly reminded of their reporting responsibilities.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public by being posted to the organization's website. Certain financial statements are made avaiable to the public upon request at the headquarters of the organization. The conflict of interest policy is not made available to the public.”

Form 990, Part VI, Section B, line 13

“An established grievance policy for Association employees is contained in the Employee Handbook.”

Form 990, Part VI, Section B, line 15

“OOIDA relies on a related organization to determine compensation of the officers, and includes approval by a compensation committee. Compensation of key employees is set by management.”

Filing and Contact Details

Filer

Filer Name
Owner-Operator Independent Drivers
EIN
43-1085960
Phone
8162295791
Address
1 NW OOIDA Drive, Grain Valley, MO 64029

Signing Officer

Name
Roderic Nofziger
Title
COO
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel T Spencer
Formed
1973
Legal Domicile
Mo
Voting Board Members
34
Independent Board Members
23
Employees
16

Preparer

Firm
Mize Cpas Inc
Address
7101 College Blvd Ste 900, Overland Park, KS 66210
Preparer
Bret Curtis
Phone
9134511882
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IRS990/Form990PartVIISectionAGrp/PersonNm9Robert Esler
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IRS990/Form990PartVIISectionAGrp/PersonNm32Trot Raney
IRS990/Form990PartVIISectionAGrp/PersonNm33Roderic Nofziger
IRS990/Form990PartVIISectionAGrp/PersonNm34Craig DeReu
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IRS990/Form990PartVIISectionAGrp/PersonNm36Grover Nelson
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IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt26ALT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27ALT DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt29Director
IRS990/Form990PartVIISectionAGrp/TitleTxt30ALT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31Director
IRS990/Form990PartVIISectionAGrp/TitleTxt32Director
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,667,534
Liabilities
$506,373
Net assets
$141,161,161
Revenue
$3,305,553
Expenses
$3,099,247
Net income
$206,306
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$2.39$138$2.57$3.07$0.51
2023Detailed filing. Detailed filing data is available for this year.$142$0.51$141$3.31$3.10$0.21
2023Summary only. Only limited summary data is available for this year.$142$0.51$141$3.31$3.10$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$0.38$136$7.49$3.61$3.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$2.70$118$4.34$4.43$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$1.97$104$3.36$4.35$0.99
2019Summary only. Only limited summary data is available for this year.$89.4$0.86$88.5$3.89$4.71$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.8$0.71$83.0$4.15$4.63$0.48
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.6$1.12$75.5$4.66$4.65$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.9$1.46$69.4$4.35$4.67$0.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.8$2.06$62.7$3.96$4.53$0.57
2014Detailed filing. Detailed filing data is available for this year.$60.2$2.74$57.5$4.67$4.23$0.45
2013Detailed filing. Detailed filing data is available for this year.$59.2$4.06$55.2$4.04$3.99$0.05
2012Summary only. Only limited summary data is available for this year.$59.0$3.99$55.0$4.69$4.34$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.8$4.14$54.7$4.41
2010Summary only. Only limited summary data is available for this year.$55.4$4.48$50.9$4.10$4.34$0.24