Civic Intelligence

Oklahoma Wholesale Marketers Assoc

EIN 73-0525213 • 501(c)6 • Edmond, OK

Profile

Promote wholesale marketing industry

PO Box 32457Edmond, OK 73003

www.owmanet.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

44th percentile

-1.9%

Higher net margin than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-1.8%

Faster asset growth than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

-5.1%

Faster revenue growth than 42% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$116,215

Down $27,435 (-19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$116,215

Down $27,435 (-19%) from 2022

Operations
Liabilities / Revenue51st percentileNet Margin44th percentile

Revenue

Up

$112,124

Up $5,158 (+4.8%) from 2022

Expenses

Up

$139,559

Up $6,705 (+5.0%) from 2022

Net Income

Down

-$27,435

Down $1,547 (-6.0%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$300K$200K$100K$0Assets 2010: $65,257Net Assets 2010: $65,2572010Assets 2011: $58,395Net Assets 2011: $58,3952011Assets 2012: $78,893Liabilities 2012: $0Net Assets 2012: $78,8932012Assets 2013: $125,886Net Assets 2013: $125,8862013Assets 2014: $99,522Net Assets 2014: $99,5222014Assets 2015: $184,915Liabilities 2015: $0Net Assets 2015: $184,9152015Assets 2016: $195,706Liabilities 2016: $0Net Assets 2016: $195,7062016Assets 2017: $221,145Liabilities 2017: $0Net Assets 2017: $221,1452017Assets 2018: $225,848Liabilities 2018: $0Net Assets 2018: $225,8482018Assets 2019: $240,015Liabilities 2019: $0Net Assets 2019: $240,0152019Assets 2020: $183,631Liabilities 2020: $0Net Assets 2020: $183,6312020Assets 2021: $169,538Liabilities 2021: $0Net Assets 2021: $169,5382021Assets 2022: $143,650Liabilities 2022: $0Net Assets 2022: $143,6502022Assets 2023: $116,215Liabilities 2023: $0Net Assets 2023: $116,2152023

Highlighted filing

2023

Assets$116,215
Liabilities$0
Net Assets$116,215
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $143,976Expenses 2010: $107,288Net Income 2010: $36,6882010Revenue 2011: $143,680Expenses 2011: $150,542Net Income 2011: -$6,8622011Revenue 2012: $144,904Expenses 2012: $124,406Net Income 2012: $20,4982012Revenue 2013: $157,272Expenses 2013: $110,279Net Income 2013: $46,9932013Revenue 2014: $94,960Expenses 2014: $121,324Net Income 2014: -$26,3642014Revenue 2015: $202,098Expenses 2015: $116,705Net Income 2015: $85,3932015Revenue 2016: $154,150Expenses 2016: $143,359Net Income 2016: $10,7912016Revenue 2017: $149,158Expenses 2017: $123,719Net Income 2017: $25,4392017Revenue 2018: $161,131Expenses 2018: $156,428Net Income 2018: $4,7032018Revenue 2019: $137,221Expenses 2019: $123,054Net Income 2019: $14,1672019Revenue 2020: $56,642Expenses 2020: $113,026Net Income 2020: -$56,3842020Revenue 2021: $106,858Expenses 2021: $120,951Net Income 2021: -$14,0932021Revenue 2022: $106,966Expenses 2022: $132,854Net Income 2022: -$25,8882022Revenue 2023: $112,124Expenses 2023: $139,559Net Income 2023: -$27,4352023

Highlighted filing

2023

Revenue$112,124
Expenses$139,559
Net Income-$27,435
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$116,215
Liabilities
$0
Net assets
$116,215
Revenue
$112,124
Expenses
$139,559
Net income
-$27,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$1.12$1.40$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$1.07$1.33$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$1.07$1.21$0.14
2020Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.57$1.13$0.56
2019Summary only. Only limited summary data is available for this year.$2.40$0.00$2.40$1.37$1.23$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.00$2.26$1.61$1.56$0.05
2017Summary only. Only limited summary data is available for this year.$2.21$0.00$2.21$1.49$1.24$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$1.54$1.43$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$2.02$1.17$0.85
2014Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.95$1.21$0.26
2013Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.57$1.10$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$1.45$1.24$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$1.44$1.51$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.65$1.44$1.07$0.37
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 13, 2023
Return Version
2022v4.1
Gross Receipts
$106,966
Mission and Program Overview

Mission

Promote wholesale marketing industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$169,538$143,650▼ $25,888
Rtn Earn Endowment Incm Other Fnds$169,538$143,650▼ $25,888
Total Assets$169,538$143,650▼ $25,888
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$169,538$143,650▼ $25,888
Total Liabilities and Net Assets / Fund Balance$169,538$143,650▼ $25,888
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Matt RobinsonPast President
Larry LaneVice President
Cole GarabDirector
Corey CooperDirector
Dave LambDirector
Ethan PowellDirector
Jimmy AlbertDirector
Jimmy NaifehDirector
Kathy GunlockDirector
Kirk McNewDirector
Mike BaldridgeDirector
Mike YanceyDirector
Paula GlidewellDirector
Stacey GoldsberryDirector
Steve WintonDirector
Steven PottsDirector
Andrew AlbertSecretaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$58,790
Program Service Revenue
$48,146
Investment Income
$30
Other Revenue
$0
All Other Contributions
$5,810
Change in Net Assets
$-25,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,854
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Lobbying$45,807--$45,807
Conferences and Meetings$33,581--$33,581
Fees for Services Management-$31,750-$31,750
Other Expenses$5,500$1,579-$5,500
Information Technology-$4,444-$4,444
Fees for Services Legal-$2,045-$2,045
Office Expenses-$1,645-$1,645
Fees for Services Accounting-$1,300-$1,300
All Other Expenses-$103-$103
Total Functional Expenses$84,888$47,966$0$132,854
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

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$9,161
Total Nondeductible Lobbying and Political Cost$9,161
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“No review by the governing body as a whole was or will be made.”

Governing documents etc available to public Part VI line 19

“No documents are made available to the public except by written request delivered to the address of the Association.”

Filing and Contact Details

Filer

Filer Name
Convenience Distributors of Oklahoma
EIN
73-0525213
Address
PO Box 32457, Edmond, OK 73003

Signing Officer

Name
Rebecca Moore
Title
Executive Direc
Phone
4056411140
Signed
2023-01-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Greg Cross
Formed
1941
Legal Domicile
Ok
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Firm
Gregory L Poland PC
Address
2915 N Classen Blvd Ste 522, Oklahoma City, OK 73106
Preparer
Gregory Poland
Phone
4055210717
Raw XML Appendix388 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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ReturnHeader/BuildTS02023-03-07 01:45:13Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
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ReturnHeader/PreparerPersonGrp/PhoneNum04055210717
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory Poland
ReturnHeader/ReturnTs02023-01-28T06:52:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rebecca
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Moore
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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