Civic Intelligence

Oklahoma Nurses Association

990 • Fiscal year 2020 • EIN 73-0563323

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 18, 2021

Organization ProfileOKLAHOMANURSES.ORG
6608 N Western 627Oklahoma, OK 73116

(405) 840-3476

Siviq Scores

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

Liabilities / Assets

68th percentile

0.07x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.03x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

1.9%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-23%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$108,503

Up $2,055 (+1.9%) from 2019

Net Assets

Down

$100,919

Down $870 (-0.9%) from 2019

Liabilities

Up

$7,584

Up $2,925 (+63%) from 2019

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin51st percentile

Revenue

Down

$283,015

Down $86,751 (-23%) from 2019

Expenses

Up

$272,214

Up $10,026 (+3.8%) from 2019

Net Income

Down

$10,801

Down $96,777 (-90%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$300K$200K$100K$0-$100KAssets 2011: $16,673Liabilities 2011: $33,738Net Assets 2011: -$17,0652011Assets 2012: $20,887Liabilities 2012: $45,410Net Assets 2012: -$24,5232012Assets 2013: $34,497Liabilities 2013: $46,037Net Assets 2013: -$11,5402013Assets 2014: $43,753Liabilities 2014: $33,415Net Assets 2014: $10,3382014Assets 2015: $46,192Liabilities 2015: $65,386Net Assets 2015: -$19,1942015Assets 2016: $275,751Liabilities 2016: $183,655Net Assets 2016: $92,0962016Assets 2017: $225,702Liabilities 2017: $179,382Net Assets 2017: $46,3202017Assets 2018: $118,200Liabilities 2018: $125,576Net Assets 2018: -$7,3762018Assets 2019: $106,448Liabilities 2019: $4,659Net Assets 2019: $101,7892019Assets 2020: $108,503Liabilities 2020: $7,584Net Assets 2020: $100,9192020Assets 2021: $133,478Liabilities 2021: $84Net Assets 2021: $133,3942021Assets 2022: $130,449Liabilities 2022: $84Net Assets 2022: $130,3652022Assets 2023: $116,929Liabilities 2023: $1,276Net Assets 2023: $115,6532023Assets 2024: $86,769Liabilities 2024: $6,040Net Assets 2024: $80,7292024Assets 2025: $48,609Liabilities 2025: $17,184Net Assets 2025: $31,4252025

Highlighted filing

2020

Assets$108,503
Liabilities$7,584
Net Assets$100,919
Open 2020 Filing

Operations Trend

Revenue Growth46th percentile

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

$400K$200K$0-$200KRevenue 2011: $300,384Expenses 2011: $291,639Net Income 2011: $8,7452011Revenue 2012: $288,102Expenses 2012: $295,560Net Income 2012: -$7,4582012Revenue 2013: $286,640Expenses 2013: $273,503Net Income 2013: $13,1372013Revenue 2014: $282,485Expenses 2014: $260,607Net Income 2014: $21,8782014Revenue 2015: $222,317Expenses 2015: $251,849Net Income 2015: -$29,5322015Revenue 2016: $368,725Expenses 2016: $260,170Net Income 2016: $108,5552016Revenue 2017: $265,393Expenses 2017: $288,865Net Income 2017: -$23,4722017Revenue 2018: $249,006Expenses 2018: $298,830Net Income 2018: -$49,8242018Revenue 2019: $369,766Expenses 2019: $262,188Net Income 2019: $107,5782019Revenue 2020: $283,015Expenses 2020: $272,214Net Income 2020: $10,8012020Revenue 2021: $273,515Expenses 2021: $242,300Net Income 2021: $31,2152021Revenue 2022: $293,623Expenses 2022: $277,942Net Income 2022: $15,6812022Revenue 2023: $308,489Expenses 2023: $309,290Net Income 2023: -$8012023Revenue 2024: $285,682Expenses 2024: $327,427Net Income 2024: -$41,7452024Revenue 2025: $318,469Expenses 2025: $366,564Net Income 2025: -$48,0952025

Highlighted filing

2020

Revenue$283,015
Expenses$272,214
Net Income$10,801
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 18, 2021
Return Version
2019v5.0
Gross Receipts
$283,015
Mission and Program Overview

Mission

ONA is the professional association for all registered nurses in Oklahoma. It is a community of nurses across all specialties and practice settings working to promote the profession of nursing.

The purposes of the oklahoma nurses association (ona) shall be to foster high standards of nursing practice, promote educational development of nurses, and support professional nurses to the end that all people may have better health care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$78,954$79,946▲ $992
Cash and Non-Interest-Bearing Accounts$27,494$26,985▼ $509
Accounts Receivable-$1,572-
Total Assets$106,448$108,503▲ $2,055
Liabilities
Deferred Revenue-$7,500-
Other Liabilities$4,659$84▼ $4,575
Total Liabilities$4,659$7,584▲ $2,925
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$101,789$100,919▼ $870
Total Net Assets Fund Balance$101,789$100,919▼ $870
Total Liabilities and Net Assets / Fund Balance$106,448$108,503▲ $2,055
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Karen TaylorPresident
Shelly WellsPresident El
Michele BradshawPractice Director
Vanessa WrightEducation Di
Tina StewartEmerging Nur
Brandi PaytonMbship Devel
Dean PrenticeOnsa Consult
Megan JesterPol Activiti
Donna FeslerReg 2 Presid
April LoefflerReg 2 Rep/al
Lucas Richardson-walkerRegion 1 Pre
Stephanie BrixeyRegion 2 Pre
Julie NevinsRegion 3 Pre
Leslie DavisRegion 3 Rep
Nakeda HallRegion 5 Pre
Viki SaidlemanRegion 6 Pre
Julia Profit-johnsonSecretary/tr
Angela MartindaleVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$187,512
Program Service Revenue
$61,946
Investment Income
$12,663
Other Revenue
$20,894
All Other Contributions
$27,500
Change in Net Assets
$10,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$272,214
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 Management$144,000--$144,000
Conferences and Meetings$65,559--$65,559
Fees for Services Lobbying$30,241--$30,241
Office Expenses$5,737$40-$5,777
Travel$5,719--$5,719
Advertising$4,841$26-$4,867
All Other Expenses$1,102$637-$1,739
Other Expenses$1,690$3,611-$1,690
Insurance-$1,544-$1,544
Fees for Services Accounting-$750-$750
Total Functional Expenses$265,606$6,608$0$272,214
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
Payroll Tax Payable$84
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, Page 6, Part VI, Line 6

“Oklahoma nurses association is a member-led professional association.”

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

“Oklahoma nurses association (ona) has individual members. All members in good standing elect the officers and leaders of ona as well as vote on any proposed rule changes within ona.”

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

“The annual form 990 was prepared by an independent accountant. Signature approval by the executive director is obtained prior to filing the return.”

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

“Each board member is required to sign a code of fiduciary responsibility form annually.”

Form 990, Page 6, Part VI, Line 19

“A portion of the organizations governing documents are made available to the public on the website. Any document not disclosed is available upon request.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Nurses Association
EIN
73-0563323
Phone
4058403476
Address
6608 N WESTERN 627, OKLAHOMA, OK 73116

Signing Officer

Name
Jane Nelson
Title
CEO
Phone
4058403476
Signed
2021-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Nelson
Formed
1923
Legal Domicile
Ok
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
150

Preparer

Firm
Hoerner & Geer Cpas
Address
150 W BROAD ST, CHESANING, MI 48616-1203
Preparer
Amy L Geer
Phone
9898453232
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The purposes of the oklahoma nurses association (ona) shall be to foster high standards of nursing practice, promote educational development of nurses, and support professional nurses to the end that all people may have better health care.”

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

“Ona is the professional association for all registered nurses in oklahoma. It is a community of nurses across all specialties and practice settings working to promote the profession of nursing. This community of nurses is working to address the issues that face nursing on a daily basis as well as other issues of importance - nurse-force numbers, workplace safety, standards of care, scope of practice and patient safety. Ona focuses on practice, educational, political and professional issues that impact registered nurses in oklahoma.”

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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0427
IRS990/MissionDesc0THE PURPOSES OF THE OKLAHOMA NURSES ASSOCIATION (ONA) SHALL BE TO FOSTER HIGH STANDARDS OF NURSING PRACTICE, PROMOTE EDUCATIONAL DEVELOPMENT OF NURSES, AND SUPPORT PROFESSIONAL NURSES TO THE END THAT ALL PEOPLE MAY HAVE BETTER HEALTH CARE.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040
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IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES - OTHER
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTION
IRS990/OtherExpensesGrp/Desc3SUPPLIES
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IRS990/OtherRevenueMiscGrp/Desc1AFFILIATES
IRS990/OtherRevenueMiscGrp/Desc2PROGRAM NON-GRANT
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IRS990/OtherRevenueTotalAmt08969
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IRS990/PrincipalOfficerNm0JANE NELSON
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123965
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123965
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ONA IS THE PROFESSIONAL ASSOCIATION FOR ALL REGISTERED NURSES IN OKLAHOMA. IT IS A COMMUNITY OF NURSES ACROSS ALL SPECIALTIES AND PRACTICE SETTINGS WORKING TO PROMOTE THE PROFESSION OF NURSING. THIS COMMUNITY OF NURSES IS WORKING TO ADDRESS THE ISSUES THAT FACE NURSING ON A DAILY BASIS AS WELL AS OTHER ISSUES OF IMPORTANCE - NURSE-FORCE NUMBERS, WORKPLACE SAFETY, STANDARDS OF CARE, SCOPE OF PRACTICE AND PATIENT SAFETY. ONA FOCUSES ON PRACTICE, EDUCATIONAL, POLITICAL AND PROFESSIONAL ISSUES THAT IMPACT REGISTERED NURSES IN OKLAHOMA.
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IRS990/PYInvestmentIncomeAmt02900
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IRS990/PYOtherRevenueAmt098347
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IRS990/PYSalariesCompEmpBnftPaidAmt0136655
IRS990/PYTotalExpensesAmt0262188
IRS990/PYTotalRevenueAmt0369766
IRS990/ReconcilationRevenueExpnssAmt010801
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt011925
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt011925
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSES OF THE OKLAHOMA NURSES ASSOCIATION (ONA) SHALL BE TO FOSTER HIGH STANDARDS OF NURSING PRACTICE, PROMOTE EDUCATIONAL DEVELOPMENT OF NURSES, AND SUPPORT PROFESSIONAL NURSES TO THE END THAT ALL PEOPLE MAY HAVE BETTER HEALTH CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONA IS THE PROFESSIONAL ASSOCIATION FOR ALL REGISTERED NURSES IN OKLAHOMA. IT IS A COMMUNITY OF NURSES ACROSS ALL SPECIALTIES AND PRACTICE SETTINGS WORKING TO PROMOTE THE PROFESSION OF NURSING. THIS COMMUNITY OF NURSES IS WORKING TO ADDRESS THE ISSUES THAT FACE NURSING ON A DAILY BASIS AS WELL AS OTHER ISSUES OF IMPORTANCE - NURSE-FORCE NUMBERS, WORKPLACE SAFETY, STANDARDS OF CARE, SCOPE OF PRACTICE AND PATIENT SAFETY. ONA FOCUSES ON PRACTICE, EDUCATIONAL, POLITICAL AND PROFESSIONAL ISSUES THAT IMPACT REGISTERED NURSES IN OKLAHOMA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OKLAHOMA NURSES ASSOCIATION IS A MEMBER-LED PROFESSIONAL ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OKLAHOMA NURSES ASSOCIATION (ONA) HAS INDIVIDUAL MEMBERS. ALL MEMBERS IN GOOD STANDING ELECT THE OFFICERS AND LEADERS OF ONA AS WELL AS VOTE ON ANY PROPOSED RULE CHANGES WITHIN ONA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ANNUAL FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTANT. SIGNATURE APPROVAL BY THE EXECUTIVE DIRECTOR IS OBTAINED PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH BOARD MEMBER IS REQUIRED TO SIGN A CODE OF FIDUCIARY RESPONSIBILITY FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A PORTION OF THE ORGANIZATIONS GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE WEBSITE. ANY DOCUMENT NOT DISCLOSED IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0283015
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0106448
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0108503
IRS990/TravelGrp/ProgramServicesAmt05719
IRS990/TravelGrp/TotalAmt05719
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 26984
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073116
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0OKLAHOMANURSES.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04058403476
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA NURSES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0730563323
ReturnHeader/Filer/PhoneNum04058403476

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,503
Liabilities
$7,584
Net assets
$100,919
Revenue
$283,015
Expenses
$272,214
Net income
$10,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.49$0.17$0.31$3.18$3.67$0.48
2024Summary only. Only limited summary data is available for this year.$0.87$0.06$0.81$2.86$3.27$0.42
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.01$1.16$3.08$3.09$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$2.94$2.78$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$2.74$2.42$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.08$1.01$2.83$2.72$0.11
2019Summary only. Only limited summary data is available for this year.$1.06$0.05$1.02$3.70$2.62$1.08
2018Summary only. Only limited summary data is available for this year.$1.18$1.26$0.07$2.49$2.99$0.50
2017Summary only. Only limited summary data is available for this year.$2.26$1.79$0.46$2.65$2.89$0.23
2016Summary only. Only limited summary data is available for this year.$2.76$1.84$0.92$3.69$2.60$1.09
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.65$0.19$2.22$2.52$0.30
2014Summary only. Only limited summary data is available for this year.$0.44$0.33$0.10$2.82$2.61$0.22
2013Summary only. Only limited summary data is available for this year.$0.34$0.46$0.12$2.87$2.74$0.13
2012Summary only. Only limited summary data is available for this year.$0.21$0.45$0.25$2.88$2.96$0.07
2011Summary only. Only limited summary data is available for this year.$0.17$0.34$0.17$3.00$2.92$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • <$500k nonprofits