Civic Intelligence

Oklahoma Mortgage Bankers Assoc

EIN 73-1239794 • 501(c)6 • Stillwater, OK

Profile

1. Publish membership directory. 2. Report at meetings & special updates.3. Hold annual state convention-annual elect of officers. 4. Educate the membership on all aspects of mortgage banking. 5. report natl MBA data. 6. Educate public concerning mort info.

310 N Main StStillwater, OK 74075

oklamba.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

84th percentile

23%

Higher net margin than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$110,775

Up $29,618 (+36%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$110,775

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$126,674

Up $17,910 (+16%) from 2023

Expenses

Up

$97,056

Up $6,980 (+7.7%) from 2023

Net Income

Up

$29,618

Up $10,930 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$150K$100K$50K$0Assets 2011: $89,401Liabilities 2011: $0Net Assets 2011: $89,4012011Assets 2012: $81,264Liabilities 2012: $0Net Assets 2012: $81,2642012Assets 2013: $47,753Liabilities 2013: $0Net Assets 2013: $47,7532013Assets 2014: $59,641Liabilities 2014: $0Net Assets 2014: $59,6412014Assets 2015: $115,010Liabilities 2015: $0Net Assets 2015: $115,0102015Assets 2016: $119,772Liabilities 2016: $02016Assets 2017: $133,133Liabilities 2017: $0Net Assets 2017: $133,1332017Assets 2018: $130,696Liabilities 2018: $0Net Assets 2018: $130,6962018Assets 2019: $127,528Liabilities 2019: $0Net Assets 2019: $127,5282019Assets 2020: $114,562Liabilities 2020: $0Net Assets 2020: $114,5622020Assets 2021: $95,293Net Assets 2021: $95,2932021Assets 2022: $62,469Liabilities 2022: $02022Assets 2023: $81,157Liabilities 2023: $02023Assets 2024: $110,775Net Assets 2024: $110,7752024

Highlighted filing

2024

Assets$110,775
Liabilities-
Net Assets$110,775
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $88,435Expenses 2011: $90,421Net Income 2011: -$1,9862011Revenue 2012: $75,335Expenses 2012: $83,721Net Income 2012: -$8,3862012Revenue 2013: $90,181Expenses 2013: $123,692Net Income 2013: -$33,5112013Revenue 2014: $92,335Expenses 2014: $80,447Net Income 2014: $11,8882014Revenue 2015: $120,089Expenses 2015: $64,720Net Income 2015: $55,3692015Revenue 2016: $126,363Expenses 2016: $121,601Net Income 2016: $4,7622016Revenue 2017: $117,132Expenses 2017: $103,771Net Income 2017: $13,3612017Revenue 2018: $117,856Expenses 2018: $120,293Net Income 2018: -$2,4372018Revenue 2019: $125,266Expenses 2019: $128,434Net Income 2019: -$3,1682019Revenue 2020: $29,270Expenses 2020: $42,236Net Income 2020: -$12,9662020Revenue 2021: $112,057Expenses 2021: $131,326Net Income 2021: -$19,2692021Revenue 2022: $110,435Expenses 2022: $143,259Net Income 2022: -$32,8242022Revenue 2023: $108,764Expenses 2023: $90,076Net Income 2023: $18,6882023Revenue 2024: $126,674Expenses 2024: $97,056Net Income 2024: $29,6182024

Highlighted filing

2024

Revenue$126,674
Expenses$97,056
Net Income$29,618
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,775
Liabilities
-
Net assets
$110,775
Revenue
$126,674
Expenses
$97,056
Net income
$29,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.27$0.97$0.30
2023Summary only. Only limited summary data is available for this year.$0.81$0.00$1.09$0.90$0.19
2022Summary only. Only limited summary data is available for this year.$0.62$0.00$1.10$1.43$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.95$1.12$1.31$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.29$0.42$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$1.25$1.28$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.18$1.20$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$1.17$1.04$0.13
2016Summary only. Only limited summary data is available for this year.$1.20$0.00$1.26$1.22$0.05
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$1.20$0.65$0.55
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.92$0.80$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.90$1.24$0.34
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.75$0.84$0.08
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.88$0.90$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$126,674
Mission and Program Overview

Mission

Support memembers in mortgage banking

Program Services

DescriptionGrantsExpenses
PUBLISH MEMBERSHIP DIRECTORY. REPORT AT MEETINGS AND SPECIAL UPDATES. HOLD ANNUAL STATE CONVENTION-ANNUAL ELECTION OF OFFICERS. EDUCATE MEMBERSHIP ON ALL ASPECTS OF MORTGAGE.$1,000$96,055
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA DODSONVice President-$0--
JULIE HADDOCKPresident-$0--
NICOLE PRINCESecretary/Treas-$0--
LE TRANVice President-$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma Mortgage Bankers Association
EIN
73-1239794
Phone
4057436023
Address
310 N MAIN ST, STILLWATER, OK 74075

Signing Officer

Name
Nicole Prince
Title
Secretary/treas
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
FSW&B CPAs PLLC
Address
205 W Mc Elroy, Stillwater, OK 74075
Preparer
Sarah Rector CPA
Phone
4056249500
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Settlements & refunds $904”

Other Expenses.1003

“Information Technology $6126”

Other Expenses.1005

“Travel $9602”

Other Expenses.1007

“Conferences, Conventions, and Meetings $67453”

Other Expenses.1

“Event education & training $7966”

Other Expenses.2

“PLANNING MEETINGS $1274”

Other Expenses.3

“MBA DUES $1100”

Other Expenses.4

“MERCHANT SERVICES $1078”

Other Expenses.5

“Miscellaneous $431”

Raw XML Appendix124 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/PersonNm0EXCHANGE BANK
IRS990EZ/BooksInCareOfDetail/PhoneNum04057436038
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0310 N MAIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STILLWATER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074075
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081157
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110775
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029618
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0953
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081157
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110775
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt0126674
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018325
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081157
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110775
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110775
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA DODSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE HADDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE PRINCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LE TRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt095030
IRS990EZ/OtherRevenueTotalAmt0904
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT MEMEMBERS IN MORTGAGE BANKING
IRS990EZ/PrintingPublicationsPostageAmt073
IRS990EZ/ProgramServiceRevenueAmt0107445
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PUBLISH MEMBERSHIP DIRECTORY. REPORT AT MEETINGS AND SPECIAL UPDATES. HOLD ANNUAL STATE CONVENTION-ANNUAL ELECTION OF OFFICERS. EDUCATE MEMBERSHIP ON ALL ASPECTS OF MORTGAGE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt096055
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt097056
IRS990EZ/TotalProgramServiceExpensesAmt096055
IRS990EZ/TotalRevenueAmt0126674
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0oklamba.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SETTLEMENTS & REFUNDS $904
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $6126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $9602
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $67453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EVENT EDUCATION & TRAINING $7966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PLANNING MEETINGS $1274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MBA DUES $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MERCHANT SERVICES $1078
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous $431
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE PRINCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA MORTGAGE BANKERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731239794
ReturnHeader/Filer/PhoneNum04057436023
ReturnHeader/Filer/USAddress/AddressLine1Txt0310 N MAIN ST
ReturnHeader/Filer/USAddress/CityNm0STILLWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074075
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464019637
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FSW&B CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0205 W Mc Elroy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stillwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074075
ReturnHeader/PreparerPersonGrp/PhoneNum04056249500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH RECTOR CPA
ReturnHeader/ReturnTs02025-05-08T14:46:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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