Civic Intelligence

Oklahoma State Medical Association

EIN 73-0384245 • 501(c)6 • Oklahoma City, OK

View Organization Page

Profile

Osma's vision is to be the leading voice in health care for oklahoma's patients, families and physicians. Osma's mission is better health for oklahoma.

313 Northeast 50thOklahoma City, OK 73105-1829

www.okmed.org

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)6 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.04x

Higher debt load relative to revenue than 10% of similar nonprofits.

501(c)6 • $100M-$250M nonprofits • Source year 2024

Net Margin

36th percentile

-0.9%

Higher net margin than 36% of similar nonprofits.

501(c)6 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

2.3%

Faster asset growth than 24% of similar nonprofits.

501(c)6 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-14%

Faster revenue growth than 7% of similar nonprofits.

501(c)6 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$134,086,237

Up $3,032,762 (+2.3%) from 2023

Liabilities

Down

$333,040

Down $28,952 (-8.0%) from 2023

Net Assets

Up

$133,753,197

Up $3,061,714 (+2.3%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin36th percentile

Revenue

Down

$8,145,560

Down $1,354,303 (-14%) from 2023

Expenses

Up

$8,218,630

Up $3,643,971 (+80%) from 2023

Net Income

Down

-$73,070

Down $4,998,274 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$150M$100M$50M$0Assets 2010: $8,076,782Liabilities 2010: $1,709,753Net Assets 2010: $6,367,0292010Assets 2011: $9,661,929Liabilities 2011: $3,171,996Net Assets 2011: $6,489,9332011Assets 2012: $9,734,037Liabilities 2012: $3,160,263Net Assets 2012: $6,573,7742012Assets 2013: $10,160,828Liabilities 2013: $3,021,738Net Assets 2013: $7,139,0902013Assets 2014: $9,957,570Liabilities 2014: $2,784,478Net Assets 2014: $7,173,0922014Assets 2015: $91,234,713Liabilities 2015: $1,039,200Net Assets 2015: $90,195,5132015Assets 2016: $96,511,781Liabilities 2016: $753,005Net Assets 2016: $95,758,7762016Assets 2017: $106,305,553Liabilities 2017: $694,633Net Assets 2017: $105,610,9202017Assets 2018: $99,946,514Liabilities 2018: $645,272Net Assets 2018: $99,301,2422018Assets 2019: $114,670,027Liabilities 2019: $474,301Net Assets 2019: $114,195,7262019Assets 2020: $126,214,887Liabilities 2020: $443,786Net Assets 2020: $125,771,1012020Assets 2021: $139,825,404Liabilities 2021: $390,760Net Assets 2021: $139,434,6442021Assets 2022: $119,190,032Liabilities 2022: $361,000Net Assets 2022: $118,829,0322022Assets 2023: $131,053,475Liabilities 2023: $361,992Net Assets 2023: $130,691,4832023Assets 2024: $134,086,237Liabilities 2024: $333,040Net Assets 2024: $133,753,1972024

Highlighted filing

2024

Assets$134,086,237
Liabilities$333,040
Net Assets$133,753,197
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$100M$50M$0-$50MExpenses 2010: $1,869,9062010Expenses 2011: $1,810,1132011Expenses 2012: $1,943,3192012Revenue 2013: $1,763,571Expenses 2013: $1,696,123Net Income 2013: $67,4482013Revenue 2014: $1,880,063Expenses 2014: $1,760,206Net Income 2014: $119,8572014Revenue 2015: $85,032,426Expenses 2015: $1,772,466Net Income 2015: $83,259,9602015Revenue 2016: $4,415,421Expenses 2016: $2,472,367Net Income 2016: $1,943,0542016Revenue 2017: $3,892,844Expenses 2017: $2,851,000Net Income 2017: $1,041,8442017Revenue 2018: $4,395,646Expenses 2018: $3,224,648Net Income 2018: $1,170,9982018Revenue 2019: $5,461,002Expenses 2019: $3,592,461Net Income 2019: $1,868,5412019Revenue 2020: $7,756,130Expenses 2020: $3,236,220Net Income 2020: $4,519,9102020Revenue 2021: $10,140,450Expenses 2021: $3,502,203Net Income 2021: $6,638,2472021Revenue 2022: $5,267,271Expenses 2022: $6,850,062Net Income 2022: -$1,582,7912022Revenue 2023: $9,499,863Expenses 2023: $4,574,659Net Income 2023: $4,925,2042023Revenue 2024: $8,145,560Expenses 2024: $8,218,630Net Income 2024: -$73,0702024

Highlighted filing

2024

Revenue$8,145,560
Expenses$8,218,630
Net Income-$73,070
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$134,086,237
Liabilities
$333,040
Net assets
$133,753,197
Revenue
$8,145,560
Expenses
$8,218,630
Net income
-$73,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$134$0.33$134$8.15$8.22$0.07
2023Summary only. Only limited summary data is available for this year.$131$0.36$131$9.50$4.57$4.93
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$119$0.36$119$5.27$6.85$1.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$140$0.39$139$10.1$3.50$6.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$126$0.44$126$7.76$3.24$4.52
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$0.47$114$5.46$3.59$1.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.9$0.65$99.3$4.40$3.22$1.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$0.69$106$3.89$2.85$1.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.5$0.75$95.8$4.42$2.47$1.94
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$91.2$1.04$90.2$85.0$1.77$83.3
2014Detailed filing. Detailed filing data is available for this year.$9.96$2.78$7.17$1.88$1.76$0.12
2013Detailed filing. Detailed filing data is available for this year.$10.2$3.02$7.14$1.76$1.70$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.73$3.16$6.57$1.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.66$3.17$6.49$1.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$1.71$6.37$1.87
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 15, 2023
Return Version
2022v5.0
Gross Receipts
$26,632,147
Mission and Program Overview

Mission

Osma's mission is to promote the welfare of patients, the science and art of medicine, the betterment of public health, and the mutual interest of component societies.

Osma's vision is to be the leading voice in health care for oklahoma's patients, families and physicians. Osma's mission is better health for oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$135,874,026$115,937,442▼ $19,936,584
Land, Buildings, and Equipment, Net$2,746,294$2,663,881▼ $82,413
Cash and Non-Interest-Bearing Accounts$219,961$216,689▼ $3,272
Investments Other Securities$200,000$200,000→ $0
Prepaid Expenses and Deferred Charges$100,473$110,209▲ $9,736
Savings and Temporary Cash Investments$613,913$40,665▼ $573,248
Accounts Receivable$70,737$21,146▼ $49,591
Total Assets$139,825,404$119,190,032▼ $20,635,372
Liabilities
Deferred Revenue$236,061$220,200▼ $15,861
Accounts Payable and Accrued Expenses$154,699$140,800▼ $13,899
Total Liabilities$390,760$361,000▼ $29,760
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$139,413,166$118,807,554▼ $20,605,612
Net Assets With Donor Restrictions$21,478$21,478→ $0
Total Net Assets Fund Balance$139,434,644$118,829,032▼ $20,605,612
Total Liabilities and Net Assets / Fund Balance$139,825,404$119,190,032▼ $20,635,372

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,296,521$1,169,481$3,466,002
Equipment$73,265$323,906$397,171
Land$294,095-$294,095
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wesley D GlinsmannExecutive DiFT$212,491$44,128$256,619
Wesley D GlinsmannExecutive Director-$163,837$92,782$256,619
David Holden MdPresident-$20,500-$20,500
Diane Heaton MdPresident El-$9,670-$9,670
Mary Clarke MdImmediate Pa-$9,670-$9,670
Geoffrey Chow MdVice Speaker-$3,769-$3,769
Jean Hausheer MdTrustee-$3,640-$3,640
Woody G Jenkins MdChair, Bd of-$2,115-$2,115

Board Members and Trustees

NameTitle
Karen Gold MdVice Chair,
Ashley Weedn MdTrustee
Bruce Dennis MdTrustee
Bruce Storms MdTrustee
Christopher Emerson MdTrustee
Duc Tu MdTrustee
John Siegle MdTrustee
Lisa Wasemiller-smith MdTrustee
Lorenz Ramseyer MdTrustee
SHARON D'SOUZA MDTrustee
Sharon Smallwood MdTrustee
Steven Jimerson MdTrustee
T Craig Kupiec Ii MdTrustee
Timothy Robison MdTrustee
R Kevin Moore MdSecretary/tr
Julie Strebel Hager MdSpeaker
Samantha BarclayStudent Trus
Edgar Boyd Jr MdVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$646,048
Investment Income
$4,493,485
Other Revenue
$127,738
Change in Net Assets
$-1,582,791

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,129,656
Revenue Not Reported on Financial Statements
$137,615
Revenue Not Reported on Form 990
$-19,022,821
Total Revenue per Audited Statements
$-13,893,165
Total Revenue per Form 990
$5,267,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,110,057
Salaries, Compensation, and Employee Benefits$1,584,105
Grants and Similar Amounts Paid$155,900
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$876,839$435,646-$1,312,485
Advertising$951,947--$951,947
All Other Expenses$187,129$77,765-$264,894
Grants to Domestic Orgs$155,900--$155,900
Other Expenses$33,783$137,615-$137,615
Travel$102,585$25,990-$128,575
Occupancy$82,166$40,737-$122,903
Depreciation Depletion$78,456$38,972-$117,428
Fees for Services Legal$86,145$28,103-$114,248
Other Employee Benefits$67,706$33,637-$101,343
Payroll Taxes$66,124$32,851-$98,975
Office Expenses$82,565$2,058-$84,623
Pension Plan Contributions$47,635$23,667-$71,302
Conferences and Meetings$69,869$951-$70,820
Insurance$29,507$14,661-$44,168
Fees for Services Accounting-$33,665-$33,665
Total Functional Expenses$5,748,189$1,101,873$0$6,850,062

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,850,062
Expenses per Audited Statements$6,712,447
Total Expenses per Audited Statements$6,712,447
Expenses Not Reported on Financial Statements$137,615
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Osma FoundationOklahoma City, OK-Program Fundng$155,900
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

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$4,156,041
Current Year Nondeductible Lobbying and Political Cost$3,476,292
Political Expenditures$1,860,614
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 6

“The organization has members who pay membership dues.”

Form 990, Page 6, Part VI, Line 7A

“The members vote on the governing body.”

Form 990, Page 6, Part VI, Line 10B

“NONE”

Form 990, Page 6, Part VI, Line 11B

“The finance committee reviews the document. The board of trustees receives the document to review and approve for filing.”

Form 990, Page 6, Part VI, Line 12C

“The organizaion's attorney or executive director review conflict of interest policy and disclosures made by the officers, directors, trustees or key employees.”

Form 990, Page 6, Part VI, Line 15A

“Compensation review performed by a 9 person executive commitee.”

Form 990, Page 6, Part VI, Line 15B

“Compensation review performed by a 9 person executive commitee.”

Form 990, Page 6, Part VI, Line 19

“Available to public on request.”

Filing and Contact Details

Filer

Filer Name
Oklahoma State Medical Association
EIN
73-0384245
Phone
4056019571
Address
313 NORTHEAST 50TH, OKLAHOMA CITY, OK 73105-1829

Signing Officer

Name
R Kevin Moore Md
Title
Secretary/treasurer
Phone
4056019571
Signed
2023-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Kevin Moore Md
Formed
1905
Legal Domicile
Ok
Voting Board Members
24
Independent Board Members
24
Employees
17

Preparer

Firm
Hamilton Stone & Brown Pllc
Address
3617 N MERIDIAN AVE, OKLAHOMA CITY, OK 73112-2813
Preparer
Carl Hamilton
Phone
4059468500
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“PUBLICATIONS”

Raw XML AppendixShowing 400 of 683 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.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0140800
IRS990/AccountsReceivableGrp/BOYAmt070737
IRS990/AccountsReceivableGrp/EOYAmt021146
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OSMA'S VISION IS TO BE THE LEADING VOICE IN HEALTH CARE FOR OKLAHOMA'S PATIENTS, FAMILIES AND PHYSICIANS. OSMA'S MISSION IS BETTER HEALTH FOR OKLAHOMA.
IRS990/AdvertisingGrp/ProgramServicesAmt0951947
IRS990/AdvertisingGrp/TotalAmt0951947
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt077765
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0187129
IRS990/AllOtherExpensesGrp/TotalAmt0264894
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0OKLAHOMA STATE MEDICAL ASSOC
IRS990/BooksInCareOfDetail/PhoneNum04056019571
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0313 NORTHEAST 50TH
IRS990/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073105
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0951
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt069869
IRS990/ConferencesMeetingsGrp/TotalAmt070820
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0155900
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IRS990/CYOtherExpensesAmt05110057
IRS990/CYOtherRevenueAmt0127738
IRS990/CYProgramServiceRevenueAmt0646048
IRS990/CYRevenuesLessExpensesAmt0-1582791
IRS990/CYSalariesCompEmpBnftPaidAmt01584105
IRS990/CYTotalExpensesAmt06850062
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05267271
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0236061
IRS990/DeferredRevenueGrp/EOYAmt0220200
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt038972
IRS990/DepreciationDepletionGrp/ProgramServicesAmt078456
IRS990/DepreciationDepletionGrp/TotalAmt0117428
IRS990/Desc0MEMBER SERVICES: OSMA IS THE LEADING RESOURCE FOR RESOURCES TO HELP PHYSICIANS SUSTAIN THEIR PRACTICES AND PROMOTE PUBLIC HEALTH IN OKLAHOMA. THE ORGANIZATION HAS EXPANDED ITS OFFERINGS OF CONTINUING EDUCATION PROGRAMS TO MEET THE NEEDS OF PHYSICIANS, WHO MUST COMPLETE SUCH PROGRAMS TO MAINTAIN THEIR MEDICAL LICENSES. OUR PHYSICIANS CAMPAIGN FOR A HEALTHIER OKLAHOMA SUPPORTS EFFORTS TO COMBAT THE EFFECTS OF OBESITY IN THE STATE AND PROVIDES RESOURCES TO OKLAHOMA PHYSICIAN PRACTICES TO PROMOTE PUBLIC HEALTH. THE ASSOCIATION OPERATES VARIOUS COUNCILS AND COMMITTEES THAT WORK WITH SPECIFIC POPULATIONS OF ITS MEMBERSHIP TO HELP ADDRESS THEIR UNIQUE PRACTICE NEEDS. OSMA OFFERS A VARIETY OF RESOURCES FOR PHYSICIANS WITH MENTAL HEALTH NEEDS OR THOSE BATTLING SUBSTANCE ABUSE ISSUES.
IRS990/DescribedInSection501c3Ind0false
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt01920310
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt033665
IRS990/FeesForServicesAccountingGrp/TotalAmt033665
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt028103
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt086145
IRS990/FeesForServicesLegalGrp/TotalAmt0114248
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