Civic Intelligence

Oklahoma Aggregates Association

990 • Fiscal year 2015 • EIN 73-1609853

Jun 01, 2014 to May 31, 2015 • Filed on Jan 14, 2016

3500 N Lincoln BlvdOklahoma City, OK 73105

(405) 235-2311

Siviq Scores

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

Liabilities / Assets

69th percentile

0.06x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

74th percentile

0.07x

Higher debt load relative to revenue than 74% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

54th percentile

4.2%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

96th percentile

$98,306

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 41.9% of source-year revenue.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

60th percentile

7.2%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-14%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$262,053

Up $17,584 (+7.2%) from 2014

Net Assets

Up

$245,871

Up $2,451 (+1.0%) from 2014

Liabilities

Up

$16,182

Up $15,133 (+1443%) from 2014

Revenue

Down

$234,565

Down $39,536 (-14%) from 2014

Expenses

Up

$224,639

Up $8,962 (+4.2%) from 2014

Net Income

Down

$9,926

Down $48,498 (-83%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $263,278Liabilities 2010: $9,788Net Assets 2010: $253,4902010Assets 2011: $212,073Liabilities 2011: $5,938Net Assets 2011: $206,1352011Assets 2012: $188,148Liabilities 2012: $3,712Net Assets 2012: $184,4362012Assets 2013: $196,538Liabilities 2013: $11,542Net Assets 2013: $184,9962013Assets 2014: $244,469Liabilities 2014: $1,049Net Assets 2014: $243,4202014Assets 2015: $262,053Liabilities 2015: $16,182Net Assets 2015: $245,8712015Assets 2016: $225,531Liabilities 2016: $9,491Net Assets 2016: $216,0402016Assets 2017: $303,274Liabilities 2017: $9,543Net Assets 2017: $293,7312017Assets 2018: $405,069Liabilities 2018: $8,831Net Assets 2018: $396,2382018Assets 2019: $274,710Liabilities 2019: $1,450Net Assets 2019: $273,2602019Assets 2020: $251,670Liabilities 2020: $1,200Net Assets 2020: $250,4702020Assets 2021: $358,041Liabilities 2021: $65,246Net Assets 2021: $292,7952021Assets 2022: $286,589Liabilities 2022: $1,766Net Assets 2022: $284,8232022Assets 2023: $204,028Liabilities 2023: $1,564Net Assets 2023: $202,4642023Assets 2024: $223,215Liabilities 2024: $1,564Net Assets 2024: $221,6512024

Highlighted filing

2015

Assets$262,053
Liabilities$16,182
Net Assets$245,871

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $198,1382010Expenses 2011: $212,6132011Expenses 2012: $229,0912012Expenses 2013: $263,5052013Revenue 2014: $274,101Expenses 2014: $215,677Net Income 2014: $58,4242014Revenue 2015: $234,565Expenses 2015: $224,639Net Income 2015: $9,9262015Revenue 2016: $235,336Expenses 2016: $265,167Net Income 2016: -$29,8312016Revenue 2017: $282,992Expenses 2017: $205,301Net Income 2017: $77,6912017Revenue 2018: $314,709Expenses 2018: $212,202Net Income 2018: $102,5072018Revenue 2019: $216,329Expenses 2019: $339,307Net Income 2019: -$122,9782019Revenue 2020: $309,387Expenses 2020: $332,177Net Income 2020: -$22,7902020Revenue 2021: $334,465Expenses 2021: $292,140Net Income 2021: $42,3252021Revenue 2022: $401,208Expenses 2022: $409,180Net Income 2022: -$7,9722022Revenue 2023: $400,722Expenses 2023: $483,081Net Income 2023: -$82,3592023Revenue 2024: $518,065Expenses 2024: $498,694Net Income 2024: $19,3712024

Highlighted filing

2015

Revenue$234,565
Expenses$224,639
Net Income$9,926
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jan 14, 2016
Return Version
2014v6.0
Gross Receipts
$234,565
Mission and Program Overview

Mission

To provide the medium through which the members may coordinate their efforts in discussing and resolving problems of common concern and interest within the state of oklahoma.

To provide the medium through which the members may coordinate their efforts in discussing and resolving problems of common concern and interest with in the state of oklahoma. The association speaks for all forums of aggregate, dimension stone, construction material producers, and allied industry in a unified effort.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$244,406$261,823▲ $17,417
Prepaid Expenses and Deferred Charges-$182-
Savings and Temporary Cash Investments$25$25→ $0
Land, Buildings, and Equipment, Net$38$23▼ $15
Total Assets$244,469$262,053▲ $17,584
Liabilities
Accounts Payable and Accrued Expenses$1,049$16,182▲ $15,133
Total Liabilities$1,049$16,182▲ $15,133
Net Assets / Fund Balance
Unrestricted Net Assets$243,420$245,871▲ $2,451
Total Net Assets Fund Balance$243,420$245,871▲ $2,451
Total Liabilities and Net Assets / Fund Balance$244,469$262,053▲ $17,584

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23$3,922$3,945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jim RodriguezExec. DirectFT$98,306$98,306

Board Members and Trustees

NameTitle
Paul HolzmerChairman
Ron KopplinChairman Elect
Kermit FrankVice Chairman
Biff HuckabyDirector
Bruce HathawayDirector
David PerkinsDirector
James KempDirector
Mark HelmDirector
Randal J BeesonDirector
Ron DouglasDirector
Ron SimonsDirector
Tom TurnipseedDirector
Tommy KiserDirector
George MatthewsSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,900
Program Service Revenue
$225,015
Investment Income
$1,650
Other Revenue
$0
All Other Contributions
$7,900
Change in Net Assets
$9,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,821
Salaries, Compensation, and Employee Benefits$108,818
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$98,306
Conferences and Meetings---$27,642
Insurance---$20,740
Fees for Services Legal---$20,576
Occupancy---$13,456
Travel---$8,566
Payroll Taxes---$7,619
Fees for Services Accounting---$7,435
Other Employee Benefits---$2,893
Other Expenses---$1,440
All Other Expenses---$1,347
Office Expenses---$500
Depreciation Depletion---$15
Total Functional Expenses$0$0$0$224,639
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$1,440
Total Nondeductible Lobbying and Political Cost$1,440
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

It is reviewed by the executive director and treasurer prior to filing.

Form 990, Part VI, Section C, Line 19

The documents are made available upon request

Filing and Contact Details

Filer

Filer Name
Oklahoma Aggregates Association
EIN
73-1609853
Phone
4052352311
Address
3500 N LINCOLN BLVD, OKLAHOMA CITY, OK 73105

Signing Officer

Name
James Rodriguez
Title
Executive Director
Phone
4052352311
Signed
2016-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Rodriguez
Formed
2004
Legal Domicile
Ok
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
14

Preparer

Firm
Rsm US Llp
Address
531 COUCH DR, OKLAHOMA CITY, OK 73102
Preparer
Ellan Wright
Phone
4052397961
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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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IRS990ScheduleD/TotalBookValueLandBuildingsAmt023
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0244469
IRS990/TotalAssetsEOYAmt0262053
IRS990/TotalAssetsGrp/BOYAmt0244469
IRS990/TotalAssetsGrp/EOYAmt0262053
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07900
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt0224639
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01049
IRS990/TotalLiabilitiesEOYAmt016182
IRS990/TotalLiabilitiesGrp/BOYAmt01049
IRS990/TotalLiabilitiesGrp/EOYAmt016182
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0243420
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0245871
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0225015
IRS990/TotalReportableCompFromOrgAmt098306
IRS990/TotalRevenueGrp/ExclusionAmt01650
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0225015
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0234565
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0244469
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0262053
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt08566
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0243420
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0245871
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03500 N LINCOLN BLVD
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073105
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.OKAA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES RODRIGUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04052352311
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA AGGREGATES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731609853
ReturnHeader/Filer/PhoneNum04052352311
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 N LINCOLN BLVD
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0531 COUCH DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073102
ReturnHeader/PreparerPersonGrp/PhoneNum04052397961
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLAN WRIGHT
ReturnHeader/ReturnTs02016-01-22T12:46:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.02$2.22$5.18$4.99$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.04$0.02$2.02$4.01$4.83$0.82
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.02$2.85$4.01$4.09$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.58$0.65$2.93$3.34$2.92$0.42
2020Summary only. Only limited summary data is available for this year.$2.52$0.01$2.50$3.09$3.32$0.23
2019Summary only. Only limited summary data is available for this year.$2.75$0.01$2.73$2.16$3.39$1.23
2018Detailed filing. Detailed filing data is available for this year.$4.05$0.09$3.96$3.15$2.12$1.03
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.10$2.94$2.83$2.05$0.78
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.09$2.16$2.35$2.65$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.62$0.16$2.46$2.35$2.25$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.01$2.43$2.74$2.16$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.12$1.85$2.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.04$1.84$2.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.06$2.06$2.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.10$2.53$1.98