Civic Intelligence

Oklahoma Retired Educators

990 • Fiscal year 2018 • EIN 73-1331032

Sep 01, 2017 to Aug 31, 2018 • Filed on Feb 15, 2019

PO Box 18485Oklahoma City, OK 73154

(405) 525-2230

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Net Margin

34th percentile

-0.1%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$63,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.2%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

47th percentile

1.5%

Faster revenue growth than 47% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$609,747

Down $1,266 (-0.2%) from 2017

Net Assets

Down

$606,050

Down $730 (-0.1%) from 2017

Liabilities

Down

$3,697

Down $536 (-13%) from 2017

Revenue

Up

$506,263

Up $7,633 (+1.5%) from 2017

Expenses

Up

$506,993

Up $14,303 (+2.9%) from 2017

Net Income

Down

-$730

Down $6,670 (-112%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$609,747
Liabilities$3,697
Net Assets$606,050

Operations Trend

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

2018

Revenue$506,263
Expenses$506,993
Net Income-$730
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Feb 15, 2019
Return Version
2017v2.3
Gross Receipts
$506,263
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$432,959$432,705▼ $254
Cash and Non-Interest-Bearing Accounts$166,544$168,549▲ $2,005
Land, Buildings, and Equipment, Net$11,510$8,493▼ $3,017
Total Assets$611,013$609,747▼ $1,266
Liabilities
Other Liabilities$4,233$3,697▼ $536
Total Liabilities$4,233$3,697▼ $536
Net Assets / Fund Balance
Unrestricted Net Assets$598,801$606,050▲ $7,249
Temporarily Rstr Net Assets$7,979--
Total Net Assets Fund Balance$606,780$606,050▼ $730
Total Liabilities and Net Assets / Fund Balance$611,013$609,747▼ $1,266

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,493$50,196-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sabra TuckerExecutive DiFT$63,000$63,000

Board Members and Trustees

NameTitle
Polly ChristianPresident
Danna SenkowskiCAP Dist Director
Cindy DronykNe Director
Cosette WymerNw Director
Stephen SmallwoodSe Director
Linda LongSw Director
Marilyn BradfordCAP District
Theo CrawleyEast Central
Matti PalluconiFinance Chai
Weldon DavisGovernance C
Brenda CalahanMembership C
Marilyn McintoshNc District
Elaine DoddPast Preside
Steve MasseyPast Preside
Daisy LawlerS.cent.direc
Lynn StockleyTulsa Co Dis
Paula SquiresVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$458,894
Investment Income
$33,887
Other Revenue
$13,482
Change in Net Assets
$-730

Audited Revenue Reconciliation

Revenue per Audited Statements
$506,263
Total Revenue per Audited Statements
$506,263
Total Revenue per Form 990
$506,263
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$306,566
Salaries, Compensation, and Employee Benefits$200,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$86,170$86,171-$172,341
Conferences and Meetings$64,696--$64,696
Payments to Affiliates-$59,693-$59,693
All Other Expenses$9,856$29,711-$39,567
Payroll Taxes$14,043$14,043-$28,086
Other Expenses$22,872$28,954-$22,872
Travel-$19,536-$19,536
Insurance-$3,431-$3,431
Depreciation Depletion-$3,017-$3,017
Advertising-$769-$769
Total Functional Expenses$261,668$245,325$0$506,993

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$506,993
Total Expenses per Audited Statements$506,993
Total Expenses per Form 990$506,993
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Withholding Payable$3,697
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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 regularly 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

Filer Name
Oklahoma Retired Educators
EIN
73-1331032
Phone
4055252230
Address
PO BOX 18485, OKLAHOMA CITY, OK 73154

Signing Officer

Name
Sabra Tucker
Title
Executive Director
Phone
4055252230
Signed
2019-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sabra Tucker
Formed
1987
Legal Domicile
Ok
Voting Board Members
18
Independent Board Members
18
Employees
5

Preparer

Firm
WEDEL RAHILL & ASSOCIATES CPA'S PLC
Address
1200 NORTHWEST 63RD STREET 2ND FLO, OKLAHOMA CITY, OK 73116-5719
Preparer
Arthur C Rahill Jr CPA
Phone
4058423662
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IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDE
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027384
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0LEGISLATIVE ACTIVITIES
IRS990/OtherExpensesGrp/Desc1POSTAGE & DELIVERY
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt028954
IRS990/OtherExpensesGrp/ProgramServicesAmt037935
IRS990/OtherExpensesGrp/ProgramServicesAmt126096
IRS990/OtherExpensesGrp/ProgramServicesAmt222872
IRS990/OtherExpensesGrp/TotalAmt037935
IRS990/OtherExpensesGrp/TotalAmt128954
IRS990/OtherExpensesGrp/TotalAmt226096
IRS990/OtherExpensesGrp/TotalAmt322872
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt04233
IRS990/OtherLiabilitiesGrp/EOYAmt03697
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt04655
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04655
IRS990/OtherRevenueTotalAmt04655
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt086171
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt086170
IRS990/OtherSalariesAndWagesGrp/TotalAmt0172341
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt059693
IRS990/PaymentsToAffiliatesGrp/TotalAmt059693
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014043
IRS990/PayrollTaxesGrp/ProgramServicesAmt014043
IRS990/PayrollTaxesGrp/TotalAmt028086
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SABRA TUCKER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0428224
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0428224
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130670
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03856
IRS990/PYOtherExpensesAmt0299203
IRS990/PYOtherRevenueAmt025266
IRS990/PYProgramServiceRevenueAmt0469508
IRS990/PYRevenuesLessExpensesAmt05940
IRS990/PYSalariesCompEmpBnftPaidAmt0193487
IRS990/PYTotalExpensesAmt0492690
IRS990/PYTotalRevenueAmt0498630
IRS990/ReconcilationRevenueExpnssAmt0-730
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt08827
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt08827
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0506993
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08493
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt050196
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt058689
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03697
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FEDERAL WITHHOLDING PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt0506263
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08493
IRS990ScheduleD/TotalExpensesPerForm990Amt0506993
IRS990ScheduleD/TotalLiabilityAmt03697
IRS990ScheduleD/TotalRevenuePerForm990Amt0506263
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0506263
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0506993
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS CONDUCT REVIEW OF RETURN BEFORE FILING WITH IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REGULARLY 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/TemporarilyRstrNetAssetsGrp/BOYAmt07979
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0611013
IRS990/TotalAssetsEOYAmt0609747
IRS990/TotalAssetsGrp/BOYAmt0611013
IRS990/TotalAssetsGrp/EOYAmt0609747
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0245325
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0261668
IRS990/TotalFunctionalExpensesGrp/TotalAmt0506993
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04233
IRS990/TotalLiabilitiesEOYAmt03697
IRS990/TotalLiabilitiesGrp/BOYAmt04233
IRS990/TotalLiabilitiesGrp/EOYAmt03697
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0606780
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0606050
IRS990/TotalProgramServiceExpensesAmt0261668
IRS990/TotalProgramServiceRevenueAmt0458894
IRS990/TotalReportableCompFromOrgAmt063000
IRS990/TotalRevenueGrp/ExclusionAmt011158
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0495105
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0506263
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0611013
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0609747
IRS990/TravelGrp/ManagementAndGeneralAmt019536
IRS990/TravelGrp/TotalAmt019536
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0598801
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0606050
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 18485
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073154
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0WWW.OREA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SABRA TUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04055252230
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA RETIRED EDUCATORS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731331032
ReturnHeader/Filer/PhoneNum04055252230
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 18485
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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