Civic Intelligence

Oklahoma Education Association

990 • Fiscal year 2023 • EIN 73-0384310

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 28, 2024

Organization ProfileWWW.OKEA.ORG

View Organization Page

PO Box 18485Oklahoma City, OK 73154-0485

(405) 523-4333

Siviq Scores

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

Liabilities / Assets

48th percentile

0.20x

Higher debt load relative to assets than 48% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.22x

Higher debt load relative to revenue than 38% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Net Margin

39th percentile

1.3%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$160,729

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

4.8%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$8,162,478

Up $1,185,692 (+17%) from 2022

Net Assets

Up

$6,543,754

Up $2,266,848 (+53%) from 2022

Liabilities

Down

$1,618,724

Down $1,081,156 (-40%) from 2022

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin39th percentile

Revenue

Up

$7,378,022

Up $339,459 (+4.8%) from 2022

Expenses

Up

$7,282,738

Up $263,436 (+3.8%) from 2022

Net Income

Up

$95,284

Up $76,023 (+395%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $6,838,235Liabilities 2011: $4,198,000Net Assets 2011: $2,640,2352011Assets 2012: $7,150,769Liabilities 2012: $5,642,710Net Assets 2012: $1,508,0592012Assets 2013: $7,625,792Liabilities 2013: $5,927,142Net Assets 2013: $1,698,6502013Assets 2014: $7,731,802Liabilities 2014: $5,526,266Net Assets 2014: $2,205,5362014Assets 2015: $7,570,712Liabilities 2015: $6,134,875Net Assets 2015: $1,435,8372015Assets 2016: $7,595,394Liabilities 2016: $6,658,875Net Assets 2016: $936,5192016Assets 2017: $7,325,512Liabilities 2017: $5,765,666Net Assets 2017: $1,559,8462017Assets 2018: $6,928,816Liabilities 2018: $4,882,265Net Assets 2018: $2,046,5512018Assets 2019: $6,692,282Liabilities 2019: $7,116,131Net Assets 2019: -$423,8492019Assets 2020: $7,103,959Liabilities 2020: $6,582,681Net Assets 2020: $521,2782020Assets 2021: $8,207,045Liabilities 2021: $4,441,769Net Assets 2021: $3,765,2762021Assets 2022: $6,976,786Liabilities 2022: $2,699,880Net Assets 2022: $4,276,9062022Assets 2023: $8,162,478Liabilities 2023: $1,618,724Net Assets 2023: $6,543,7542023Assets 2024: $8,253,836Liabilities 2024: $1,001,216Net Assets 2024: $7,252,6202024Assets 2025: $9,553,261Liabilities 2025: $1,362,067Net Assets 2025: $8,191,1942025

Highlighted filing

2023

Assets$8,162,478
Liabilities$1,618,724
Net Assets$6,543,754
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $7,687,626Expenses 2011: $7,321,120Net Income 2011: $366,5062011Revenue 2012: $6,962,482Expenses 2012: $6,801,242Net Income 2012: $161,2402012Revenue 2013: $6,696,094Expenses 2013: $6,745,853Net Income 2013: -$49,7592013Revenue 2014: $6,537,151Expenses 2014: $6,619,381Net Income 2014: -$82,2302014Revenue 2015: $6,517,051Expenses 2015: $6,505,482Net Income 2015: $11,5692015Revenue 2016: $5,892,287Expenses 2016: $6,446,610Net Income 2016: -$554,3232016Revenue 2017: $6,581,981Expenses 2017: $6,971,617Net Income 2017: -$389,6362017Revenue 2018: $5,903,393Expenses 2018: $6,553,234Net Income 2018: -$649,8412018Revenue 2019: $6,203,663Expenses 2019: $6,269,056Net Income 2019: -$65,3932019Revenue 2020: $6,496,417Expenses 2020: $6,972,381Net Income 2020: -$475,9642020Revenue 2021: $7,151,066Expenses 2021: $6,513,005Net Income 2021: $638,0612021Revenue 2022: $7,038,563Expenses 2022: $7,019,302Net Income 2022: $19,2612022Revenue 2023: $7,378,022Expenses 2023: $7,282,738Net Income 2023: $95,2842023Revenue 2024: $7,507,237Expenses 2024: $7,604,664Net Income 2024: -$97,4272024Revenue 2025: $8,042,814Expenses 2025: $7,914,481Net Income 2025: $128,3332025

Highlighted filing

2023

Revenue$7,378,022
Expenses$7,282,738
Net Income$95,284
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 28, 2024
Return Version
2022v5.0
Gross Receipts
$8,325,615
Mission and Program Overview

Mission

To advocate for education professionals and to unite our members and the people of oklahoma to fulfill the promise of public education to prepare every student to succeed in a diverse and interdependent world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,563,001$4,632,348▲ $69,347
Land, Buildings, and Equipment, Net$1,257,354$1,428,579▲ $171,225
Accounts Receivable$300,550$703,510▲ $402,960
Cash and Non-Interest-Bearing Accounts$755,428$153,969▼ $601,459
Prepaid Expenses and Deferred Charges$43,053$66,308▲ $23,255
Savings and Temporary Cash Investments$52,000$52,000→ $0
Total Assets$6,976,786$8,162,478▲ $1,185,692
Other Assets Total$5,400$1,125,764▲ $1,120,364
Liabilities
Other Liabilities$2,108,751$986,347▼ $1,122,404
Accounts Payable and Accrued Expenses$580,900$612,320▲ $31,420
Deferred Revenue$10,229$20,057▲ $9,828
Total Liabilities$2,699,880$1,618,724▼ $1,081,156
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,780,590$5,033,679▲ $2,253,089
Net Assets With Donor Restrictions$1,496,316$1,510,075▲ $13,759
Total Net Assets Fund Balance$4,276,906$6,543,754▲ $2,266,848
Total Liabilities and Net Assets / Fund Balance$6,976,786$8,162,478▲ $1,185,692

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$873,511$1,668,152$2,541,663
Other Land Buildings$314,765$313,959$628,724
Equipment$124,814$458,549$583,363
Land$115,489-$115,489
Other Assets Org$1,030,861--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn CrowderExecutive DirectorFT$158,729$2,000$160,729
Katherine BishopPresidentFT$106,839$20,789$127,628
Cari ElledgeVice PresidentFT$75,408$9,195$84,603

Board Members and Trustees

NameTitle
Adrienne HallDirector
Amber TaylorDirector
Angela BaumannDirector
Angelia FrankeDirector
Anthony RoseDirector
Brian BergDirector
Brittany ArnoldDirector
Catherine HopperDirector
Chelsea FooDirector
Courtney BaldwinDirector
Derrick MillerDirector
Dusty LivingstonDirector
Frank BrazwellDirector
Frederick RussellDirector
Isabelle EsauDirector
Jennie ScottDirector
Jennifer EsauDirector
Kamber ClarkDirector
Kathy HaleDirector
Kelli RobertsDirector
Kelly CraigDirector
Lawrence LaneDirector
Leeanne JimenezDirector
Mark WebbDirector
Meagan BarthDirector
Michael HornDirector
Paula SquiresDirector
Sharica ColeDirector
Sharon Hill-wootenDirector
Tami HartsookDirector
Tiffany JohnsonDirector
Zach GrimmDirector
Zach MurrayDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Carter Chevrolet Agency LLCVehiclesPO BOX 447, Okarche, OK 73762$254,547
Learfield Communications LLCOu MediaPO BOX 843038, Kansas City, MO 64184-3038$150,000
Revenue and Support

Revenue Composition

Contributions and Grants
$6,926,822
Program Service Revenue
$0
Investment Income
$233,254
Other Revenue
$217,946
All Other Contributions
$1,998,228
Change in Net Assets
$95,284

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,378,022
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,171,564
Total Revenue per Audited Statements
$9,549,586
Total Revenue per Form 990
$7,378,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,286,143
Other Expenses$2,996,595
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,593,676
Other Employee Benefits---$681,158
Pension Plan Contributions---$441,737
Conferences and Meetings---$417,998
Current Officers, Directors, Trustees, and Key Employees---$336,975
Fees for Services Other---$279,781
Depreciation Depletion---$278,209
Fees for Services Legal---$267,982
Travel---$250,188
Payroll Taxes---$232,597
Occupancy---$176,589
All Other Expenses---$114,553
Insurance---$96,242
Office Expenses---$72,298
Other Expenses---$49,654
Information Technology---$41,286
Fees for Services Accounting---$31,003
Total Functional Expenses$0$0$0$7,282,738

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,282,738
Total Expenses per Audited Statements$7,282,738
Total Expenses per Form 990$7,282,738
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
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Additional Minimum Pension Liability$726,232
Accrued Vacation and Sick Pay$170,612
Lease Liability$89,503
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“Board members are elected by members.”

Form 990, Part VI, Section A, Line 7B

“The budget committee reports, resolutions, constitution and bylaws are all presented to delegrate assembly. There are open hearings held and new changes and other business can be submitted to be voted on.”

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

“The controller reviews form 990 before it is signed and submitted.”

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

“The executive director is responsible for implementing and enforcing this policy. Copies of the policy are made available to all leaders and employees, procedures are in place for employees to obtain appropriate guidance of the policy, and corrective action is taken to deal with violations of the policy.”

Form 990, Part VI, Section B, Line 15

“The executive director's compensation is based on a contract and receives raises that correlate to the same percentage that the president receives. Form 990, part vi, section b, line 15b: the organization's policy states that the president's salary shall be set at $103,615 at the beginning of their first term and the vice president's salary shall be set at $71,871 at the beginning of their first term. Salary increases for each following year shall correlate with the amounts approved for oea managers. The organization's policy also states that the internal concerns committee shall review annual salaries and fringes of executive officers and submit recommendations to the board of directors no later than the december board meeting.”

Form 990, Part VI, Section C, Line 19

“The organization makes available the governing documents, conflict of interest, and financial statements upon request.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Education Association
EIN
73-0384310
Phone
4055234333
Address
PO BOX 18485, OKLAHOMA CITY, OK 73154-0485

Signing Officer

Name
Carolyn Crowder
Title
Executive Director
Phone
4055234333
Signed
2024-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Crowder
Formed
1938
Legal Domicile
Ok
Voting Board Members
36
Independent Board Members
33
Employees
52
Volunteers
33

Preparer

Firm
Arledge & Associates Pc
Address
7100 N CLASSEN BLVD STE 200, OKLAHOMA CITY, OK 73116
Preparer
Jennifer Lindstrom
Phone
4053480615
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Changes in periodic pension 1,950,329.”

Financial Statement Notes

PART X, LINE 2:

“Oea qualifies as a tax-exempt organization under section 501(c)(6) of the internal revenue code and, therefore, is not subject to regular income taxes. Oea is subject to unrelated business income tax on its advertising and nea member benefits activities, although the amount is not significant.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Changes in periodic pension 1,950,329.”

Raw XML AppendixShowing 400 of 640 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/Form990PartVIISectionAGrp/PersonNm25ZACH MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm26KELLI ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm27ANTHONY ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm28FREDERICK RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm29JENNIE SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm30PAULA SQUIRES
IRS990/Form990PartVIISectionAGrp/PersonNm31AMBER TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm32MARK WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm33KATHERINE BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm34CAROLYN CROWDER
IRS990/Form990PartVIISectionAGrp/PersonNm35CARI ELLEDGE
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt34EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt35VICE PRESIDENT
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IRS990/MissionDesc0TO ADVOCATE FOR EDUCATION PROFESSIONALS AND TO UNITE OUR MEMBERS AND THE PEOPLE OF OKLAHOMA TO FULFILL THE PROMISE OF PUBLIC EDUCATION TO PREPARE EVERY STUDENT TO SUCCEED IN A DIVERSE AND INTERDEPENDENT WORLD.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,162,478
Liabilities
$1,618,724
Net assets
$6,543,754
Revenue
$7,378,022
Expenses
$7,282,738
Net income
$95,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.55$1.36$8.19$8.04$7.91$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.25$1.00$7.25$7.51$7.60$0.10
2023Detailed filing. Detailed filing data is available for this year.$8.16$1.62$6.54$7.38$7.28$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.98$2.70$4.28$7.04$7.02$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.21$4.44$3.77$7.15$6.51$0.64
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.10$6.58$0.52$6.50$6.97$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$7.12$0.42$6.20$6.27$0.07
2018Summary only. Only limited summary data is available for this year.$6.93$4.88$2.05$5.90$6.55$0.65
2017Summary only. Only limited summary data is available for this year.$7.33$5.77$1.56$6.58$6.97$0.39
2016Summary only. Only limited summary data is available for this year.$7.60$6.66$0.94$5.89$6.45$0.55
2015Summary only. Only limited summary data is available for this year.$7.57$6.13$1.44$6.52$6.51$0.01
2014Summary only. Only limited summary data is available for this year.$7.73$5.53$2.21$6.54$6.62$0.08
2013Summary only. Only limited summary data is available for this year.$7.63$5.93$1.70$6.70$6.75$0.05
2012Summary only. Only limited summary data is available for this year.$7.15$5.64$1.51$6.96$6.80$0.16
2011Summary only. Only limited summary data is available for this year.$6.84$4.20$2.64$7.69$7.32$0.37