Civic Intelligence

Oklahoma Division of Student Assistance

990EZ • Fiscal year 2018 • EIN 73-1086249

Mar 01, 2017 to Feb 28, 2018 • Filed on May 30, 2018

Organization ProfileWWW.ODSA.ORG
6420 SE 15th StreetMidwest City, OK 73110

(405) 736-0377

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

63rd percentile

9.7%

Higher net margin than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$33,789

Up $5,309 (+19%) from 2014

Net Assets

$33,789

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$57,734

Up $14,883 (+35%) from 2014

Expenses

Up

$52,130

Up $11,883 (+30%) from 2014

Net Income

Up

$5,604

Up $3,000 (+115%) from 2014

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2012: $25,015Liabilities 2012: $02012Assets 2013: $25,876Liabilities 2013: $02013Assets 2014: $28,480Liabilities 2014: $02014Assets 2018: $33,789Net Assets 2018: $33,7892018Assets 2019: $51,437Liabilities 2019: $02019Assets 2020: $53,814Liabilities 2020: $02020Assets 2021: $104,360Net Assets 2021: $104,3602021Assets 2022: $112,536Net Assets 2022: $112,5362022Assets 2023: $135,603Liabilities 2023: $02023Assets 2024: $155,959Liabilities 2024: $02024

Highlighted filing

2018

Assets$33,789
Liabilities-
Net Assets$33,789
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0Revenue 2012: $41,637Expenses 2012: $39,818Net Income 2012: $1,8192012Revenue 2013: $45,263Expenses 2013: $44,402Net Income 2013: $8612013Revenue 2014: $42,851Expenses 2014: $40,247Net Income 2014: $2,6042014Revenue 2018: $57,734Expenses 2018: $52,130Net Income 2018: $5,6042018Revenue 2019: $69,239Expenses 2019: $51,591Net Income 2019: $17,6482019Revenue 2020: $56,779Expenses 2020: $54,402Net Income 2020: $2,3772020Revenue 2021: $83,020Expenses 2021: $32,476Net Income 2021: $50,5442021Revenue 2022: $52,456Expenses 2022: $44,279Net Income 2022: $8,1772022Revenue 2023: $83,929Expenses 2023: $60,859Net Income 2023: $23,0702023Revenue 2024: $95,375Expenses 2024: $75,019Net Income 2024: $20,3562024

Highlighted filing

2018

Revenue$57,734
Expenses$52,130
Net Income$5,604
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
May 30, 2018
Return Version
2017v2.3
Gross Receipts
$57,734
Mission and Program Overview

Mission

Odsa shall serve as an information clearinghouse, a service organization, and a cooperative agency for professional development.

Odsa shall serve as an information clearinghouse a service organization and a cooperative agency for professional development

Program Services

DescriptionGrantsExpenses
SPRING, FALL, TRIO CONFERENCES AND POLICY SEMINAR TO PROMOTE , DEVELOP AND IMPROVE THE EDUCATIONAL OPPORTUNITIES FOR ELGIBLE INDIVIDUALS IN OKLAHOMA$31,719$31,719
SCHOLARSHIPS AWARDED $2500 SWASAP WALTER O MASON FUND $500$3,000$3,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERIKI BARNESPresidentPT$0--
LISA JOHNSONPresident ElectPT$0--
JUANITA DOTSONPast PresidentPT$0--
MELISSA SCOTTSecretaryPT$0--
JESSICA NELSONTreasurerPT$0--
ROSARIO RILEYSwasap Rep Trio Day-$0--
JULIE BRIXEYSwasap Rep Scholarsh-$0--
DAVE HARBINPublic Relations-$0--
DONOVAN KELSOHistorian-$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma Division of Student Assistance
EIN
73-1086249
Phone
4057360377
Address
6420 SE 15TH STREET, Midwest City, OK 73110

Signing Officer

Name
Jessica Nelson
Title
Treasurer
Phone
4057360377
Signed
2018-05-30
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
4330 SE 29TH ST, DEL CITY, OK 73115
Preparer
Velma Smith
Phone
4056728014
Supplemental Narrative

Additional Explanations

Part 1 Line 8 - Misc

“MISCELLANEOUS”

Part 1 Line 16

“Major conferences spring fall trio $31719”

Part 1 Line 16

“Travel expenses conferences and seminars $11184”

Part 1 Line 16

“Various other expenses $6227”

Raw XML Appendix155 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JESSICA NELSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04057360377
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06120 SE 15TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Midwest City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028185
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033789
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05604
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028185
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033789
IRS990EZ/FundraisingGrossIncomeAmt08532
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt057734
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05454
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028185
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033789
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028185
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033789
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERIKI BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUANITA DOTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROSARIO RILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JULIE BRIXEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVE HARBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DONOVAN KELSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SWASAP REP TRIO DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SWASAP REP SCHOLARSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PUBLIC RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049130
IRS990EZ/OtherRevenueTotalAmt02288
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ODSA SHALL SERVE AS AN INFORMATION CLEARINGHOUSE A SERVICE ORGANIZATION AND A COOPERATIVE AGENCY FOR PROFESSIONAL DEVELOPMENT
IRS990EZ/ProgramServiceRevenueAmt041460
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AWARDED $2500 SWASAP WALTER O MASON FUND $500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPRING, FALL, TRIO CONFERENCES AND POLICY SEMINAR TO PROMOTE , DEVELOP AND IMPROVE THE EDUCATIONAL OPPORTUNITIES FOR ELGIBLE INDIVIDUALS IN OKLAHOMA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt131719
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt131719
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt08532
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052130
IRS990EZ/TotalProgramServiceExpensesAmt034719
IRS990EZ/TotalRevenueAmt057734
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ODSA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt091206
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0100585
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042851
IRS990ScheduleA/Total509Grp/TotalAmt0100585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042851
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0100585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAJOR CONFERENCES SPRING FALL TRIO $31719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAVEL EXPENSES CONFERENCES AND SEMINARS $11184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VARIOUS OTHER EXPENSES $6227
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 8 - MISC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1 LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04057360377
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA DIVISION OF STUDENT ASSISTANCE
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731086249
ReturnHeader/Filer/PhoneNum04057360377
ReturnHeader/Filer/USAddress/AddressLine1Txt06420 SE 15TH STREET
ReturnHeader/Filer/USAddress/CityNm0Midwest City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E310F3009CFFE9D94FA1E56172115103D2AA9CA3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E310F3009CFFE9D94FA1E56172115103D2AA9CA3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.182.88.134
ReturnHeader/FilingSecurityInformation/IPDt02018-05-30
ReturnHeader/FilingSecurityInformation/IPTm010:15:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04330 SE 29TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEL CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073115
ReturnHeader/PreparerPersonGrp/PhoneNum04056728014
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Velma Smith
ReturnHeader/ReturnTs02018-05-30T14:58:30Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,789
Liabilities
-
Net assets
$33,789
Revenue
$57,734
Expenses
$52,130
Net income
$5,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.56$0.00$0.95$0.75$0.20
2023Summary only. Only limited summary data is available for this year.$1.36$0.00$0.84$0.61$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$1.13$0.52$0.44$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$1.04$0.83$0.32$0.51
2020Summary only. Only limited summary data is available for this year.$0.54$0.00$0.57$0.54$0.02
2019Summary only. Only limited summary data is available for this year.$0.51$0.00$0.69$0.52$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.58$0.52$0.06
2014Summary only. Only limited summary data is available for this year.$0.28$0.00$0.43$0.40$0.03
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.45$0.44$0.01
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.42$0.40$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits