Civic Intelligence

Oklahoma Society of Anesthesiologists

990 • Fiscal year 2020 • EIN 73-0739936

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 18, 2021

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

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.02x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

20th percentile

-23%

Higher net margin than 20% 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

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

27th percentile

-42%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$286,392

Down $32,169 (-10%) from 2019

Net Assets

Down

$283,334

Down $32,169 (-10%) from 2019

Liabilities

Flat

$3,058

Flat from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin20th percentile

Revenue

Down

$158,015

Down $115,161 (-42%) from 2019

Expenses

Down

$194,542

Down $201,769 (-51%) from 2019

Net Income

Up

-$36,527

Up $86,608 (+70%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2020

Assets$286,392
Liabilities$3,058
Net Assets$283,334
Open 2020 Filing

Operations Trend

Revenue Growth27th 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

2020

Revenue$158,015
Expenses$194,542
Net Income-$36,527
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 18, 2021
Return Version
2020v4.0
Gross Receipts
$158,015
Mission and Program Overview

Mission

Education of members on changing medical procedures

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$213,030$178,484▼ $34,546
Investments in Publicly Traded Securities$102,376$106,650▲ $4,274
Total Assets$318,561$286,392▼ $32,169
Other Assets Total$3,155$1,258▼ $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$315,503$283,334▼ $32,169
Total Net Assets Fund Balance$315,503$283,334▼ $32,169
Total Liabilities and Net Assets / Fund Balance$318,561$286,392▼ $32,169
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Ervin Yen MdPac Chairman
Jeremy Haney MdPresident
Todd Beasley DoPresident El
Mike VollersmdAlternate De
Jane Fitch MdAsa Past Pre
Matt Swenson MdAt Large Mem
Chris Emerson MdDelegate
Dan Biggs MdDelegate
Michael Roberts MdDelegate
Pam DunlapExecutive Di
Major Cunningham MdPast Preside
Jordan Phillips MdResident Mem
Josh Gordon DoResident Mem
Erin Hurwitz MdSecretary/tr

Highest Paid Contractors

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$156,200
Investment Income
$1,815
Other Revenue
$0
Change in Net Assets
$-36,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$194,542
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
Advertising---$19,200
Conferences and Meetings---$13,840
All Other Expenses---$5,553
Fees for Services Accounting---$3,318
Insurance---$2,936
Other Expenses---$2,500
Office Expenses---$554
Travel---$467
Total Functional Expenses$0$0$0$194,542
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
2021-10-18
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
2615 KELLEY POINTE PKWY, EDMOND, OK 73013
Preparer
David R Brady
Phone
4058487313
Raw XML Appendix351 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/PersonNm3DAN BIGGS MD
IRS990/Form990PartVIISectionAGrp/PersonNm4ERIN HURWITZ MD
IRS990/Form990PartVIISectionAGrp/PersonNm5ERVIN YEN MD
IRS990/Form990PartVIISectionAGrp/PersonNm6JANE FITCH MD
IRS990/Form990PartVIISectionAGrp/PersonNm7JEREMY HANEY MD
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IRS990/Form990PartVIISectionAGrp/TitleTxt0RESIDENT MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt2DELEGATE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DELEGATE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAC CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASA PAST PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8RESIDENT MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt9PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10AT LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt11DELEGATE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ALTERNATE DE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DI
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO ST JOHN PAC
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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/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
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ReturnHeader/ReturnTs02021-10-28T16:28:29-05:00
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$286,392
Liabilities
$3,058
Net assets
$283,334
Revenue
$158,015
Expenses
$194,542
Net income
-$36,527
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