Civic Intelligence

Oklahoma Association for Counseling and Development

990EZ • Fiscal year 2021 • EIN 73-1262221

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 09, 2021

Organization Profilewww.oklahomacounseling.org
638 B Ward RoadIndianola, OK 74442

(918) 429-9418

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

0.00x

Higher debt load relative to revenue than 45% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

82nd percentile

36%

Faster asset growth than 82% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-18%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$119,636

Up $31,897 (+36%) from 2020

Net Assets

Up

$119,591

Up $31,852 (+36%) from 2020

Liabilities

$45

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin93rd percentile

Revenue

Down

$58,941

Down $12,885 (-18%) from 2020

Expenses

Down

$27,089

Down $18,817 (-41%) from 2020

Net Income

Up

$31,852

Up $5,932 (+23%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$200K$150K$100K$50K$0Assets 2012: $34,999Liabilities 2012: $322012Assets 2013: $38,007Liabilities 2013: $592013Assets 2014: $24,387Net Assets 2014: $24,3872014Assets 2015: $36,943Liabilities 2015: $533Net Assets 2015: $36,4102015Assets 2016: $43,554Net Assets 2016: $43,5542016Assets 2017: $40,490Liabilities 2017: $279Net Assets 2017: $40,2112017Assets 2018: $46,188Liabilities 2018: $02018Assets 2019: $61,819Net Assets 2019: $61,8192019Assets 2020: $87,739Net Assets 2020: $87,7392020Assets 2021: $119,636Liabilities 2021: $45Net Assets 2021: $119,5912021Assets 2022: $148,363Net Assets 2022: $148,3632022Assets 2023: $154,145Liabilities 2023: $5,062Net Assets 2023: $149,0832023Assets 2024: $121,627Liabilities 2024: $2,022Net Assets 2024: $119,6052024Assets 2025: $107,007Liabilities 2025: $317Net Assets 2025: $106,6902025

Highlighted filing

2021

Assets$119,636
Liabilities$45
Net Assets$119,591
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

$100K$50K$0-$50KRevenue 2012: $58,780Expenses 2012: $42,217Net Income 2012: $16,5632012Revenue 2013: $58,222Expenses 2013: $55,241Net Income 2013: $2,9812013Revenue 2014: $65,988Expenses 2014: $79,549Net Income 2014: -$13,5612014Revenue 2015: $78,970Expenses 2015: $66,947Net Income 2015: $12,0232015Revenue 2016: $76,820Expenses 2016: $69,676Net Income 2016: $7,1442016Revenue 2017: $74,920Expenses 2017: $78,263Net Income 2017: -$3,3432017Revenue 2018: $70,588Expenses 2018: $64,611Net Income 2018: $5,9772018Revenue 2019: $75,256Expenses 2019: $59,625Net Income 2019: $15,6312019Revenue 2020: $71,826Expenses 2020: $45,906Net Income 2020: $25,9202020Revenue 2021: $58,941Expenses 2021: $27,089Net Income 2021: $31,8522021Revenue 2022: $68,036Expenses 2022: $40,012Net Income 2022: $28,0242022Revenue 2023: $75,679Expenses 2023: $74,211Net Income 2023: $1,4682023Revenue 2024: $69,501Expenses 2024: $98,979Net Income 2024: -$29,4782024Revenue 2025: $61,366Expenses 2025: $74,281Net Income 2025: -$12,9152025

Highlighted filing

2021

Revenue$58,941
Expenses$27,089
Net Income$31,852
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 9, 2021
Return Version
2020v4.1
Gross Receipts
$58,941
Mission and Program Overview

Mission

Assist and promote the counseling profession in Okla.

Program Services

DescriptionGrantsExpenses
Uniting of person engaged in personal, educational, and vocational counseling and guidance and professional counseling in Oklahoma.-$9,481
Maintaining an active relationship and improing professional standards in the field of guidance and counseling in Oklahoma.-$8,939
Encourage the development of guidance and counseling activities in Oklahoma. To disseminate information pertaining to the profession of counseling to the membership.-$8,669
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori O'MalleyPresidentPT$0--
Bonnie WardTreasurerPT$0--
Santa VelezSecretaryPT$0--
Marilyn KincadeExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma Association for Counseling and Development
EIN
73-1262221
Phone
9184299418
Address
638 B Ward Road, Indianola, OK 74442

Signing Officer

Name
Bonnie Ward
Title
Treasurer
Phone
9184299418
Signed
2021-08-09
Discuss with paid preparer
Yes

Preparer

Firm
William C Chapman CPA
Address
1510 East 17th Street, Ada, OK 74820
Preparer
William Chapman
Phone
5804361619
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Membership Committee Expenses 2,344”

Form 990-EZ, Part I, Line 16, Other Expenses

“Web Site Maintenance Expenses 5,720”

Form 990-EZ, Part I, Line 16, Other Expenses

“Division Rebates and Regional Allotments 6,365”

Form 990-EZ, Part I, Line 16, Other Expenses

“OCA Conference Expenses 3,620”

Form 990-EZ, Part II, Line 24, Other Assets

“Advance Deposit on October 2020 OCA Conference Beginning of year 2,500, End of year 0”

Form 990-EZ, Part II, Line 24, Other Assets

“Debit Balance in VISA Account Beginning of year 141, End of year 0”

Form 990-EZ, Part II, Line 26, Liabilities

“Accounts Payable Beginning of year 0, End of year 45”

Raw XML Appendix131 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Bonnie Ward
IRS990EZ/BooksInCareOfDetail/PhoneNum09184299418
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0638 B Ward Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Indianola
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074442
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085098
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119636
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031852
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09040
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087739
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119636
IRS990EZ/GrossReceiptsAmt058941
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0125
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt022555
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087739
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119591
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087739
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119591
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori O'Malley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bonnie Ward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Santa Velez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marilyn Kincade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02641
IRS990EZ/OtherExpensesTotalAmt018049
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assist and promote the counseling profession in Okla.
IRS990EZ/ProgramServiceRevenueAmt036261
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Uniting of person engaged in personal, educational, and vocational counseling and guidance and professional counseling in Oklahoma.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Maintaining an active relationship and improing professional standards in the field of guidance and counseling in Oklahoma.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Encourage the development of guidance and counseling activities in Oklahoma. To disseminate information pertaining to the profession of counseling to the membership.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09481
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18939
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28669
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt045
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027089
IRS990EZ/TotalProgramServiceExpensesAmt027089
IRS990EZ/TotalRevenueAmt058941
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.oklahomacounseling.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership Committee Expenses 2,344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Web Site Maintenance Expenses 5,720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Division Rebates and Regional Allotments 6,365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OCA Conference Expenses 3,620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advance Deposit on October 2020 OCA Conference Beginning of year 2,500, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Debit Balance in VISA Account Beginning of year 141, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable Beginning of year 0, End of year 45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bonnie Ward
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09184299418
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oklahoma Association for Counseling and Development
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731262221
ReturnHeader/Filer/PhoneNum09184299418
ReturnHeader/Filer/USAddress/AddressLine1Txt0638 B Ward Road
ReturnHeader/Filer/USAddress/CityNm0Indianola
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William C Chapman CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01510 East 17th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ada
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074820
ReturnHeader/PreparerPersonGrp/PhoneNum05804361619
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Chapman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-09T12:32:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bonnie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ward
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$119,636
Liabilities
$45
Net assets
$119,591
Revenue
$58,941
Expenses
$27,089
Net income
$31,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.61$0.74$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.02$1.20$0.70$0.99$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.05$1.49$0.76$0.74$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.68$0.40$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.59$0.27$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.72$0.46$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.75$0.60$0.16
2018Summary only. Only limited summary data is available for this year.$0.46$0.00$0.71$0.65$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.75$0.78$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.77$0.70$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.01$0.36$0.79$0.67$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.66$0.80$0.14
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.58$0.55$0.03
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.59$0.42$0.17