Civic Intelligence

Oklahoma Society Of

EIN 73-0739936 • 501(c)6 • Edmond, OK

Profile

Education of members on changing medical procedures

11201 Hillsdale DriveEdmond, OK 73013

www.osahq.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.02x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

36th percentile

-6.9%

Higher net margin than 36% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

42nd percentile

-5.7%

Faster asset growth than 42% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$211,735

Down $12,902 (-5.7%) from 2024

Liabilities

Flat

$3,058

Flat from 2024

Net Assets

Down

$208,677

Down $12,902 (-5.8%) from 2024

Operations
Liabilities / Revenue63rd percentileNet Margin36th percentile

Revenue

Down

$186,962

Down $51,978 (-22%) from 2024

Expenses

Down

$199,864

Down $44,845 (-18%) from 2024

Net Income

Down

-$12,902

Down $7,133 (-124%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2011: $229,884Liabilities 2011: $0Net Assets 2011: $229,8842011Assets 2012: $193,957Liabilities 2012: $90Net Assets 2012: $193,8672012Assets 2013: $231,672Liabilities 2013: $722Net Assets 2013: $230,9502013Assets 2014: $253,461Liabilities 2014: $1,176Net Assets 2014: $252,2852014Assets 2015: $337,668Liabilities 2015: $1,637Net Assets 2015: $336,0312015Assets 2016: $392,444Liabilities 2016: $3,000Net Assets 2016: $389,4442016Assets 2017: $412,499Liabilities 2017: $4,599Net Assets 2017: $407,9002017Assets 2018: $436,026Liabilities 2018: $3,058Net Assets 2018: $432,9682018Assets 2019: $318,561Liabilities 2019: $3,058Net Assets 2019: $315,5032019Assets 2020: $286,392Liabilities 2020: $3,058Net Assets 2020: $283,3342020Assets 2021: $348,537Liabilities 2021: $3,058Net Assets 2021: $345,4792021Assets 2022: $332,979Liabilities 2022: $3,058Net Assets 2022: $329,9212022Assets 2023: $228,824Liabilities 2023: $3,058Net Assets 2023: $225,7662023Assets 2024: $224,637Liabilities 2024: $3,058Net Assets 2024: $221,5792024Assets 2025: $211,735Liabilities 2025: $3,058Net Assets 2025: $208,6772025

Highlighted filing

2025

Assets$211,735
Liabilities$3,058
Net Assets$208,677
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

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

$400K$200K$0-$200KRevenue 2011: $264,404Expenses 2011: $235,148Net Income 2011: $29,2562011Revenue 2012: $254,069Expenses 2012: $290,086Net Income 2012: -$36,0172012Revenue 2013: $263,340Expenses 2013: $226,257Net Income 2013: $37,0832013Revenue 2014: $270,475Expenses 2014: $249,140Net Income 2014: $21,3352014Revenue 2015: $315,961Expenses 2015: $232,215Net Income 2015: $83,7462015Revenue 2016: $289,650Expenses 2016: $236,237Net Income 2016: $53,4132016Revenue 2017: $256,963Expenses 2017: $238,507Net Income 2017: $18,4562017Revenue 2018: $249,578Expenses 2018: $220,210Net Income 2018: $29,3682018Revenue 2019: $273,176Expenses 2019: $396,311Net Income 2019: -$123,1352019Revenue 2020: $158,015Expenses 2020: $194,542Net Income 2020: -$36,5272020Revenue 2021: $256,385Expenses 2021: $200,434Net Income 2021: $55,9512021Revenue 2022: $198,477Expenses 2022: $200,987Net Income 2022: -$2,5102022Revenue 2023: $146,233Expenses 2023: $255,520Net Income 2023: -$109,2872023Revenue 2024: $238,940Expenses 2024: $244,709Net Income 2024: -$5,7692024Revenue 2025: $186,962Expenses 2025: $199,864Net Income 2025: -$12,9022025

Highlighted filing

2025

Revenue$186,962
Expenses$199,864
Net Income-$12,902
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,735
Liabilities
$3,058
Net assets
$208,677
Revenue
$186,962
Expenses
$199,864
Net income
-$12,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.12$0.03$2.09$1.87$2.00$0.13
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.03$2.22$2.39$2.45$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.03$2.26$1.46$2.56$1.09
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.03$3.30$1.98$2.01$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.49$0.03$3.45$2.56$2.00$0.56
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.03$2.83$1.58$1.95$0.37
2019Detailed filing. Detailed filing data is available for this year.$3.19$0.03$3.16$2.73$3.96$1.23
2018Detailed filing. Detailed filing data is available for this year.$4.36$0.03$4.33$2.50$2.20$0.29
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.05$4.08$2.57$2.39$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.03$3.89$2.90$2.36$0.53
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.02$3.36$3.16$2.32$0.84
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.01$2.52$2.70$2.49$0.21
2013Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.31$2.63$2.26$0.37
2012Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$2.54$2.90$0.36
2011Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$2.64$2.35$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 2, 2026
Return Version
2025v4.0
Gross Receipts
$186,962
Mission and Program Overview

Mission

Education of members on changing medical procedures

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$223,379$210,477▼ $12,902
Total Assets$224,637$211,735▼ $12,902
Other Assets Total$1,258$1,258→ $0
Liabilities
Other Liabilities$3,058$3,058→ $0
Total Liabilities$3,058$3,058→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$221,579$208,677▼ $12,902
Total Net Assets Fund Balance$221,579$208,677▼ $12,902
Total Liabilities and Net Assets / Fund Balance$224,637$211,735▼ $12,902
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jay Cunningham DoPac Chairman
Jeremy Haney MdPresident
Emily Turner DoPresident-el
Erin Hurwitz MdDirector
Mark Aittaniemi MdAlternate De
William Wood MdAlternate De
Nathan Barney DoAt Large Mem
Andrew Fine MdDelegate
Chris Emerson MdDelegate
Pam DunlapExecutive Di
Michael Roberts MdPast Preside
Cameron Pernich DoResident Mem
Colby Koontz MdResident Mem
Aaron Relic DoSecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Dunlap GroupManagementPO BOX 4087, Edmond, OK 73083$121,000
Revenue and Support

Revenue Composition

Contributions and Grants
$42,903
Program Service Revenue
$137,924
Investment Income
$6,135
Other Revenue
$0
All Other Contributions
$42,903
Change in Net Assets
$-12,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,864
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---$121,000
Travel---$26,228
Fees for Services Accounting---$3,302
Advertising---$2,500
Information Technology---$1,569
Insurance---$1,559
All Other Expenses---$811
Other Expenses---$663
Office Expenses---$646
Fees for Services Legal---$550
Total Functional Expenses$0$0$0$199,864
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
Due to Osa Pac$1,800
Due to Acaddemic Pac$1,258
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The organization contracts with dunlap group to manage day to day operations.”

Form 990, Page 6, Part VI, Line 6

“The organization has members.”

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

“The organization has members that elect members of the governing body.”

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

“Changes to the governing documents are subject to approval by its members.”

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

“The executive director will review the 990 before it is filed.”

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

“The organization has no employees, but it does review its contract with the dunlap group annually.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Society of
EIN
73-0739936
Phone
4054124137
Address
11201 HILLSDALE DRIVE, EDMOND, OK 73013

Signing Officer

Name
Pam Dunlap
Title
Executive Director
Phone
4054214137
Signed
2026-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeremy Haney Md
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Luton & Co Pllc
Address
2615 KELLEY POINTE PKWY, EDMOND, OK 73013
Preparer
David R Brady
Phone
4058487313
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“There are 13 members that serve on the board for oklahoma society of anesthesiologists.”

Raw XML Appendix355 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/PrincipalOfficerNm0JEREMY HANEY MD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DUES
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL MEETING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0115899
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0115899
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122025
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01906
IRS990/PYInvestmentIncomeAmt07642
IRS990/PYOtherExpensesAmt0244709
IRS990/PYProgramServiceRevenueAmt0229392
IRS990/PYRevenuesLessExpensesAmt0-5769
IRS990/PYTotalExpensesAmt0244709
IRS990/PYTotalRevenueAmt0238940
IRS990/ReconcilationRevenueExpnssAmt0-12902
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0223379
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0210477
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11258
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OSA PAC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO ACADDEMIC PAC
IRS990ScheduleD/TotalLiabilityAmt03058
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE 13 MEMBERS THAT SERVE ON THE BOARD FOR OKLAHOMA SOCIETY OF ANESTHESIOLOGISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CONTRACTS WITH DUNLAP GROUP TO MANAGE DAY TO DAY OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS MEMBERS THAT ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGES TO THE GOVERNING DOCUMENTS ARE SUBJECT TO APPROVAL BY ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE DIRECTOR WILL REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS NO EMPLOYEES, BUT IT DOES REVIEW ITS CONTRACT WITH THE DUNLAP GROUP ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
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 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0224637
IRS990/TotalAssetsEOYAmt0211735
IRS990/TotalAssetsGrp/BOYAmt0224637
IRS990/TotalAssetsGrp/EOYAmt0211735
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt042903
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0199864
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03058
IRS990/TotalLiabilitiesEOYAmt03058
IRS990/TotalLiabilitiesGrp/BOYAmt03058
IRS990/TotalLiabilitiesGrp/EOYAmt03058
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0221579
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0208677
IRS990/TotalProgramServiceRevenueAmt0137924
IRS990/TotalRevenueGrp/ExclusionAmt06135
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0137924
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186962
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0224637
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0211735
IRS990/TravelGrp/TotalAmt026228
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4087
IRS990/USAddress/CityNm0EDMOND
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073083
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.OSAHQ.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM DUNLAP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04054214137
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA SOCIETY OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ANESTHESIOLOGISTS
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0730739936
ReturnHeader/Filer/PhoneNum04054124137
ReturnHeader/Filer/USAddress/AddressLine1Txt011201 HILLSDALE DRIVE
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073013
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731331618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTON & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02615 KELLEY POINTE PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04058487313
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R BRADY
ReturnHeader/ReturnTs02026-02-19T16:24:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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