Civic Intelligence

Oklahoma Association for Counseling and Development

990EZ • Fiscal year 2024 • EIN 73-1262221

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 10, 2024

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

58th percentile

0.02x

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

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

Liabilities / Revenue

64th percentile

0.03x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

8th percentile

-42%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

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

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

29th percentile

-8.2%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$121,627

Down $32,518 (-21%) from 2023

Net Assets

Down

$119,605

Down $29,478 (-20%) from 2023

Liabilities

Down

$2,022

Down $3,040 (-60%) from 2023

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin8th percentile

Revenue

Down

$69,501

Down $6,178 (-8.2%) from 2023

Expenses

Up

$98,979

Up $24,768 (+33%) from 2023

Net Income

Down

-$29,478

Down $30,946 (-2108%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2024

Assets$121,627
Liabilities$2,022
Net Assets$119,605
Open 2024 Filing

Operations Trend

Revenue Growth29th 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

2024

Revenue$69,501
Expenses$98,979
Net Income-$29,478
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 10, 2024
Return Version
2023v5.1
Gross Receipts
$69,501
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.-$44,541
Maintaining an active relationship and improing professional standards in the field of guidance and counseling in Oklahoma.-$27,714
Encourage the development of guidance and counseling activities in Oklahoma. To disseminate information pertaining to the profession of counseling to the membership.-$26,724
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul JamesPresidentPT$0--
Bonnie WardTreasurerPT$0--
Lisa SchoelenSecretaryPT$0--
Marilyn KincadeExecutive DirectorPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Bonnie Ward
Title
Treasurer
Phone
9184299418
Signed
2024-08-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Conferences, conventions, and meetings 6,513”

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

“Membership Committee Expenses 44,600”

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

“Web Site Maintenance Expenses 1,147”

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

“Division Rebates and Regional Allotments 1,840”

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

“OCA Conference Expenses 33,565”

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

“Supervision Workshop Expenses 654”

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

“Accounting Software 860”

Form 990-EZ, Part I, Line 20, Net Assets

“Increase in current assets and decrease in current liablilities -29,478”

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

“Accounts Payable Beginning of year 5,062, End of year 2,022”

Raw XML Appendix133 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/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/BOYAmt0154145
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121627
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02667
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29478
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09800
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0154145
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0121627
IRS990EZ/GrossReceiptsAmt069501
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0234
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026330
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0149083
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119605
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0149083
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119605
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/PersonNm0Paul James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bonnie Ward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Schoelen
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/OtherExpensesTotalAmt089179
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assist and promote the counseling profession in Okla.
IRS990EZ/ProgramServiceRevenueAmt040270
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/ProgramServiceExpensesAmt044541
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt127714
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt226724
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05062
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02022
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098979
IRS990EZ/TotalProgramServiceExpensesAmt098979
IRS990EZ/TotalRevenueAmt069501
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/ExplanationTxt0Conferences, conventions, and meetings 6,513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership Committee Expenses 44,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Web Site Maintenance Expenses 1,147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Division Rebates and Regional Allotments 1,840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OCA Conference Expenses 33,565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supervision Workshop Expenses 654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounting Software 860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Increase in current assets and decrease in current liablilities -29,478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable Beginning of year 5,062, End of year 2,022
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 I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bonnie Ward
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09184299418
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oklahoma Association for Counseling and Development
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731262221
ReturnHeader/Filer/InCareOfNm0% Bonnie Ward
ReturnHeader/Filer/PhoneNum09184299418
ReturnHeader/Filer/USAddress/AddressLine1Txt0638 B Ward Road
ReturnHeader/Filer/USAddress/CityNm0Indianola
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074442
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731264570
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/PreparationDt02024-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William C Chapman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-16T01:04:33-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$121,627
Liabilities
$2,022
Net assets
$119,605
Revenue
$69,501
Expenses
$98,979
Net income
-$29,478
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
2024Detailed filing. Detailed filing data is available for this year.$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