Civic Intelligence

Oklahoma Retired Educators

990 • Fiscal year 2014 • EIN 73-1331032

Sep 01, 2013 to Aug 31, 2014 • Filed on Feb 25, 2015

Organization ProfileWWW.OREA.ORG
PO Box 1848573154

(405) 525-2230

Siviq Scores

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

Liabilities / Assets

59th percentile

0.09x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.11x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Net Margin

60th percentile

10%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

93rd percentile

$110,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Asset Growth

72nd percentile

8.3%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

52nd percentile

3.1%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$632,821

Up $48,243 (+8.3%) from 2013

Net Assets

Up

$575,009

Up $10,422 (+1.8%) from 2013

Liabilities

Up

$57,812

Up $37,821 (+189%) from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin60th percentile

Revenue

$513,882

No earlier filing loaded for comparison.

Expenses

Up

$461,769

Up $1,975 (+0.4%) from 2013

Net Income

$52,113

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $566,149Liabilities 2011: $17,346Net Assets 2011: $548,8032011Assets 2012: $571,861Liabilities 2012: $18,502Net Assets 2012: $553,3592012Assets 2013: $584,578Liabilities 2013: $19,991Net Assets 2013: $564,5872013Assets 2014: $632,821Liabilities 2014: $57,812Net Assets 2014: $575,0092014Assets 2015: $628,355Liabilities 2015: $72,428Net Assets 2015: $555,9272015Assets 2016: $614,357Liabilities 2016: $46,455Net Assets 2016: $567,9022016Assets 2017: $611,013Liabilities 2017: $4,233Net Assets 2017: $606,7802017Assets 2018: $609,747Liabilities 2018: $3,697Net Assets 2018: $606,0502018Assets 2019: $664,561Liabilities 2019: $3,879Net Assets 2019: $660,6822019Assets 2020: $797,673Liabilities 2020: $4,266Net Assets 2020: $793,4072020Assets 2021: $1,039,761Liabilities 2021: $2,033Net Assets 2021: $1,037,7282021Assets 2022: $1,092,012Liabilities 2022: $3,927Net Assets 2022: $1,088,0852022Assets 2023: $1,188,388Liabilities 2023: $5,547Net Assets 2023: $1,182,8412023Assets 2024: $1,321,146Liabilities 2024: $6,182Net Assets 2024: $1,314,9642024

Highlighted filing

2014

Assets$632,821
Liabilities$57,812
Net Assets$575,009
Open 2014 Filing

Operations Trend

Revenue Growth52nd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $469,198Expenses 2011: $430,839Net Income 2011: $38,3592011Expenses 2012: $471,6432012Expenses 2013: $459,7942013Revenue 2014: $513,882Expenses 2014: $461,769Net Income 2014: $52,1132014Revenue 2015: $446,802Expenses 2015: $465,884Net Income 2015: -$19,0822015Revenue 2016: $520,552Expenses 2016: $508,577Net Income 2016: $11,9752016Revenue 2017: $498,630Expenses 2017: $492,690Net Income 2017: $5,9402017Revenue 2018: $506,263Expenses 2018: $506,993Net Income 2018: -$7302018Revenue 2019: $525,443Expenses 2019: $470,811Net Income 2019: $54,6322019Revenue 2020: $602,660Expenses 2020: $469,935Net Income 2020: $132,7252020Revenue 2021: $667,974Expenses 2021: $423,653Net Income 2021: $244,3212021Revenue 2022: $523,703Expenses 2022: $473,346Net Income 2022: $50,3572022Revenue 2023: $553,719Expenses 2023: $488,357Net Income 2023: $65,3622023Revenue 2024: $562,789Expenses 2024: $566,665Net Income 2024: -$3,8762024

Highlighted filing

2014

Revenue$513,882
Expenses$461,769
Net Income$52,113
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Feb 25, 2015
Return Version
2013v4.0
Gross Receipts
$513,882
Mission and Program Overview

Mission

The oklahoma retired educators association provides a voice for retired education employees, secures and protects benefits, and enhances the quality of life for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$339,682$383,842▲ $44,160
Cash and Non-Interest-Bearing Accounts$202,573$210,415▲ $7,842
Accounts Receivable$27,054$26,820▼ $234
Other Notes and Loans Receivable, Net$8,648$7,256▼ $1,392
Land, Buildings, and Equipment, Net$6,116$3,945▼ $2,171
Prepaid Expenses and Deferred Charges$505$543▲ $38
Total Assets$584,578$632,821▲ $48,243
Liabilities
Unsecured Notes Loans Payable$11,241$52,762▲ $41,521
Accounts Payable and Accrued Expenses$8,750$5,050▼ $3,700
Total Liabilities$19,991$57,812▲ $37,821
Net Assets / Fund Balance
Unrestricted Net Assets$564,587$575,009▲ $10,422
Total Net Assets Fund Balance$564,587$575,009▲ $10,422
Total Liabilities and Net Assets / Fund Balance$584,578$632,821▲ $48,243

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,945$68,436-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleBaseOtherTotal
Norman CooperExec. Direct$55,000$55,000$110,000

Board Members and Trustees

NameTitle
Cindy DronykComm.chair
Steve MasseyPresident
Matti PalluconiNe Director
Nancy StuckeyNw Director
Sharon MckeeverSe Director
Jane MershonSw Director
Polly ChristianCentral Dist
Theo CrawleyEast Central
Weldon DavisGov/election
Cheryl DowellMembership C
Elaine DoddPast Preside
Ada HillS.cent.direc
Don FavorTulsa Count
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$444,970
Investment Income
$48,167
Other Revenue
$20,745
Change in Net Assets
$52,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$513,882
Total Revenue per Audited Statements
$513,882
Total Revenue per Form 990
$513,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,246
Salaries, Compensation, and Employee Benefits$174,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$75,526$75,526-$151,052
Occupancy-$59,196-$59,196
Conferences and Meetings$46,733--$46,733
All Other Expenses$10,966$19,683-$30,649
Other Expenses$12,737--$12,737
Payroll Taxes$5,998$5,998-$11,996
Pension Plan Contributions$5,737$5,738-$11,475
Insurance-$7,579-$7,579
Travel$5,415--$5,415
Depreciation Depletion-$2,171-$2,171
Advertising-$480-$480
Total Functional Expenses$285,398$176,371$0$461,769

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$461,769
Total Expenses per Audited Statements$461,769
Total Expenses per Form 990$461,769
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The board of directors conduct review of return before filing with irs”

Form 990, Page 6, Part VI, Line 12C

“The board regulary reviews conflict of interest policy”

Form 990, Page 6, Part VI, Line 15A

“Compensation subject to review by board of directors”

Form 990, Page 6, Part VI, Line 15B

“All compensation is subject to review by board”

Form 990, Page 6, Part VI, Line 18

“Form 990 is available upon request”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request”

Filing and Contact Details

Filer

EIN
73-1331032
Phone
4055252230

Signing Officer

Name
Norman Cooper
Title
Executive Director
Phone
4055252230
Signed
2015-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Norman Cooper
Formed
1987
Legal Domicile
Ok
Voting Board Members
17
Independent Board Members
17
Employees
5
Volunteers
17

Preparer

Preparer
Arthur C Rahill Jr CPA
Phone
4058423662
Raw XML Appendix375 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/PYOtherRevenueAmt02354
IRS990/PYProgramServiceRevenueAmt0440694
IRS990/PYRevenuesLessExpensesAmt011228
IRS990/PYSalariesCompEmpBnftPaidAmt0171772
IRS990/PYTotalExpensesAmt0459794
IRS990/PYTotalRevenueAmt0471022
IRS990/ReconcilationRevenueExpnssAmt052113
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0461769
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03945
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt068436
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt072381
IRS990ScheduleD/RevenueSubtotalAmt0513882
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03945
IRS990ScheduleD/TotalExpensesPerForm990Amt0461769
IRS990ScheduleD/TotalRevenuePerForm990Amt0513882
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0513882
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0461769
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS CONDUCT REVIEW OF RETURN BEFORE FILING WITH IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REGULARY REVIEWS CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION SUBJECT TO REVIEW BY BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL COMPENSATION IS SUBJECT TO REVIEW BY BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0584578
IRS990/TotalAssetsEOYAmt0632821
IRS990/TotalAssetsGrp/BOYAmt0584578
IRS990/TotalAssetsGrp/EOYAmt0632821
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0176371
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0285398
IRS990/TotalFunctionalExpensesGrp/TotalAmt0461769
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019991
IRS990/TotalLiabilitiesEOYAmt057812
IRS990/TotalLiabilitiesGrp/BOYAmt019991
IRS990/TotalLiabilitiesGrp/EOYAmt057812
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0564587
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0575009
IRS990/TotalOtherCompensationAmt055000
IRS990/TotalProgramServiceExpensesAmt0285398
IRS990/TotalProgramServiceRevenueAmt0444970
IRS990/TotalReportableCompFromOrgAmt055000
IRS990/TotalRevenueGrp/ExclusionAmt027941
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0485941
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0513882
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0584578
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0632821
IRS990/TravelGrp/ProgramServicesAmt05415
IRS990/TravelGrp/TotalAmt05415
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0564587
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0575009
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt011241
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt052762
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 18485
IRS990/USAddress/City0OKLAHOMA CITY
IRS990/USAddress/State0OK
IRS990/USAddress/ZIPCode073154
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.OREA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04055252230
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10OKLAHOMA RETIRED EDUCATORS
ReturnHeader/Filer/BusinessName/BusinessNameLine20ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731331032
ReturnHeader/Filer/PhoneNum04055252230
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 18485
ReturnHeader/Filer/USAddress/City0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073154
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731502599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEDEL RAHILL & ASSOCIATES CPA'S PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107100 N CLASSEN BLVD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0731167101
ReturnHeader/PreparerPersonGrp/PhoneNum04058423662
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR C RAHILL JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-11T13:09:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$632,821
Liabilities
$57,812
Net assets
$575,009
Revenue
$513,882
Expenses
$461,769
Net income
$52,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.01$1.31$0.56$0.57$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.01$1.18$0.55$0.49$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.52$0.47$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.67$0.42$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.79$0.60$0.47$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.53$0.47$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.51$0.51$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.50$0.49$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.05$0.57$0.52$0.51$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.07$0.56$0.45$0.47$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.06$0.58$0.51$0.46$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.02$0.56$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.02$0.55$0.47
2011Summary only. Only limited summary data is available for this year.$0.57$0.02$0.55$0.47$0.43$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • $500k-$1M nonprofits