Civic Intelligence

Oklahoma Society of Anesthesiologists

990 • Fiscal year 2019 • EIN 73-0739936

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 10, 2020

Organization ProfileWWW.OSAHQ.ORG
PO Box 4087Edmond, OK 73083

(405) 412-4137

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-45%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

13th percentile

-27%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

9.5%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$318,561

Down $117,465 (-27%) from 2018

Net Assets

Down

$315,503

Down $117,465 (-27%) from 2018

Liabilities

Flat

$3,058

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Up

$273,176

Up $23,598 (+9.5%) from 2018

Expenses

Up

$396,311

Up $176,101 (+80%) from 2018

Net Income

Down

-$123,135

Down $152,503 (-519%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2019

Assets$318,561
Liabilities$3,058
Net Assets$315,503
Open 2019 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$273,176
Expenses$396,311
Net Income-$123,135
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 10, 2020
Return Version
2019v5.0
Gross Receipts
$273,176
Mission and Program Overview

Mission

Education of members on changing medical procedures

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$338,431$213,030▼ $125,401
Investments in Publicly Traded Securities$96,337$102,376▲ $6,039
Total Assets$436,026$318,561▼ $117,465
Other Assets Total$1,258$3,155▲ $1,897
Liabilities
Other Liabilities$3,058$3,058→ $0
Total Liabilities$3,058$3,058→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$432,968$315,503▼ $117,465
Total Net Assets Fund Balance$432,968$315,503▼ $117,465
Total Liabilities and Net Assets / Fund Balance$436,026$318,561▼ $117,465
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Ervin Yen MdPac Chairman
Major Cunningham MdPresident
Jeremy Haney MdPresident-el
Mike VollersmdAlternate De
Jane Fitch MdAsa Past Pre
Erin Hurwitz MdAt Large Mem
Chris Emerson MdDelegate
Dan Biggs MdDelegate
Michael Roberts MdDelegate
Pam DunlapExecutive Di
Andy Greenhaw MdPast Preside
Matt Moore MdResident Mem
Maxwell Sencherey DoResident Mem
Todd Beasley DoSecretary/ T

Highest Paid Contractors

ContractorServicesLocationCompensation
Dunlap GroupManagementPO BOX 4087, Edmond, OK 73083$116,000
Revenue and Support

Revenue Composition

Contributions and Grants
$27,153
Program Service Revenue
$241,925
Investment Income
$4,098
Other Revenue
$0
All Other Contributions
$27,153
Change in Net Assets
$-123,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$396,311
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---$116,000
Travel---$56,725
All Other Expenses---$7,734
Fees for Services Accounting---$4,078
Other Expenses---$1,961
Insurance---$1,468
Office Expenses---$931
Total Functional Expenses$0$0$0$396,311
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 St John 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
Address
PO BOX 4087, EDMOND, OK 73083

Signing Officer

Name
Pam Dunlap
Title
Executive Director
Phone
4054214137
Signed
2020-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Dunlap
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
30

Preparer

Firm
Luton & Co Pllc
Address
201 NW 63RD ST STE 100, OKLAHOMA CITY, OK 73116
Preparer
David R Brady
Phone
4058487313
Raw XML Appendix358 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/TitleTxt0RESIDENT MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/ T
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DELEGATE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12ALTERNATE DE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONTRACTS WITH DUNLAP GROUP TO MANAGE DAY TO DAY OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS THAT ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGES TO THE GOVERNING DOCUMENTS ARE SUBJECT TO APPROVAL BY ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR WILL REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NO EMPLOYEES, BUT IT DOES REVIEW ITS CONTRACT WITH THE DUNLAP GROUP ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0318561
IRS990/TotalAssetsGrp/BOYAmt0436026
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt027153
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0396311
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03058
IRS990/TotalLiabilitiesEOYAmt03058
IRS990/TotalLiabilitiesGrp/BOYAmt03058
IRS990/TotalLiabilitiesGrp/EOYAmt03058
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0432968
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0315503
IRS990/TotalProgramServiceRevenueAmt0241925
IRS990/TotalRevenueGrp/ExclusionAmt04098
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0241925
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0273176
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0436026
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0318561
IRS990/TravelGrp/TotalAmt056725
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4087
IRS990/USAddress/CityNm0EDMOND
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IRS990/USAddress/ZIPCd073083
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IRS990/VotingMembersIndependentCnt013
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IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/BusinessOfficerGrp/PersonNm0PAM DUNLAP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04054214137
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA SOCIETY OF
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ReturnHeader/Filer/BusinessNameControlTxt0OKLA
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4087
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.182.82.167
ReturnHeader/FilingSecurityInformation/IPDt02020-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:55:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731331618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTON & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 NW 63RD ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073116
ReturnHeader/PreparerPersonGrp/PhoneNum04058487313
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R BRADY
ReturnHeader/ReturnTs02020-11-03T15:55:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$318,561
Liabilities
$3,058
Net assets
$315,503
Revenue
$273,176
Expenses
$396,311
Net income
-$123,135
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