Civic Intelligence

Oklahoma Society of Public

EIN 73-6097122 • 501(c)6 • Broken Arrow, OK

Profile

The organization's purpose is to improve the quality of accounting and tax services in oklahoma by providing support and services to independent accounting and tax practitioners.

P O Box 2588Broken Arrow, OK 74013

www.ospa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

53rd percentile

2.2%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

80th percentile

$12,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

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

Asset Growth

42nd percentile

-6.4%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

29th percentile

-16%

Faster revenue growth than 29% of similar nonprofits.

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

Assets

Down

$80,350

Down $5,455 (-6.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$80,350

Down $342 (-0.4%) from 2023

Revenue

Down

$101,677

Down $19,123 (-16%) from 2023

Expenses

Down

$99,444

Down $7,746 (-7.2%) from 2023

Net Income

Down

$2,233

Down $11,377 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $33,158Net Assets 2011: $33,1582011Assets 2012: $51,177Net Assets 2012: $51,1772012Assets 2013: $63,602Liabilities 2013: $28,778Net Assets 2013: $34,8242013Assets 2014: $64,487Liabilities 2014: $14,751Net Assets 2014: $49,7362014Assets 2015: $43,786Liabilities 2015: $0Net Assets 2015: $43,7862015Assets 2016: $19,524Liabilities 2016: $0Net Assets 2016: $19,5242016Assets 2017: $35,383Liabilities 2017: $0Net Assets 2017: $35,3832017Assets 2018: $31,593Liabilities 2018: $0Net Assets 2018: $31,5932018Assets 2019: $30,185Liabilities 2019: $8,305Net Assets 2019: $21,8802019Assets 2020: $49,840Liabilities 2020: $0Net Assets 2020: $49,8402020Assets 2021: $74,214Liabilities 2021: $20,795Net Assets 2021: $53,4192021Assets 2022: $85,347Liabilities 2022: $18,906Net Assets 2022: $66,4412022Assets 2023: $85,805Liabilities 2023: $5,113Net Assets 2023: $80,6922023Assets 2024: $80,350Net Assets 2024: $80,3502024

Highlighted filing

2024

Assets$80,350
Liabilities-
Net Assets$80,350

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $161,758Expenses 2011: $178,215Net Income 2011: -$16,4572011Revenue 2012: $153,413Expenses 2012: $135,394Net Income 2012: $18,0192012Revenue 2013: $131,706Expenses 2013: $148,059Net Income 2013: -$16,3532013Revenue 2014: $205,516Expenses 2014: $190,604Net Income 2014: $14,9122014Revenue 2015: $151,580Expenses 2015: $157,530Net Income 2015: -$5,9502015Revenue 2016: $140,643Expenses 2016: $164,905Net Income 2016: -$24,2622016Revenue 2017: $174,335Expenses 2017: $158,476Net Income 2017: $15,8592017Revenue 2018: $149,602Expenses 2018: $153,392Net Income 2018: -$3,7902018Revenue 2019: $138,112Expenses 2019: $147,825Net Income 2019: -$9,7132019Revenue 2020: $156,727Expenses 2020: $128,767Net Income 2020: $27,9602020Revenue 2021: $92,909Expenses 2021: $89,330Net Income 2021: $3,5792021Revenue 2022: $105,116Expenses 2022: $92,094Net Income 2022: $13,0222022Revenue 2023: $120,800Expenses 2023: $107,190Net Income 2023: $13,6102023Revenue 2024: $101,677Expenses 2024: $99,444Net Income 2024: $2,2332024

Highlighted filing

2024

Revenue$101,677
Expenses$99,444
Net Income$2,233

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.80$0.80$1.02$0.99$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.05$0.81$1.21$1.07$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.19$0.66$1.05$0.92$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.21$0.53$0.93$0.89$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.57$1.29$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.08$0.22$1.38$1.48$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.50$1.53$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.74$1.58$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$1.41$1.65$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.52$1.58$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.15$0.50$2.06$1.91$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.29$0.35$1.32$1.48$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.51$1.53$1.35$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$1.62$1.78$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2024
Return Version
2023v6.0
Gross Receipts
$101,677
Mission and Program Overview

Mission

The organization's purpose is to improve the quality of accounting and tax services in oklahoma by providing support and services to independent accounting and tax practitioners.

Program Services

DescriptionGrantsExpenses
PROVIDED PROFESSIONAL EDUCATION IN ACCOUNTING, BUSINESS, TAXATION, AND TECHNOLOGY TO APPROX 750 INDIVIDUALS-$81,449
PROVIDED UPDATES ON PROFESSIONAL ISSUES VIA NEWSLETTERS, WEB SITE, CHAPTER MEETINGS, & E-MAIL NOTICES-$10,556
MONITORED LEGISLATION & REGULATIONS TO INFORM CITIZENS AND SERVE THE PROFESSIONAL INTERESTS OF OUR MEMBERS-$6,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEAN TAYLORExecutive VPPT$12,000-$12,000
GARY NELSONPresident-$0--
DANIELLE SHEPARDVice Preside-$0--
SANDY HORNERTreasurer-$0--
LEANN KILLMANSecretary-$0--
JAMES NOLENPast Preside-$0--
SANDRA HALLGovernor-$0--
RUSTY PARNELLGovernor-$0--
ROGER BERRYMANGovernor-$0--
JIMMIE NOLENGovernor-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Oklahoma Society of Public
EIN
73-6097122
Phone
9182584882
Address
P O BOX 2588, BROKEN ARROW, OK 74013

Signing Officer

Name
Sandy Horner
Title
Treasurer
Phone
4052498220
Signed
2024-05-13
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses seminar advertising 2,507 administrative costs 1,602 web site hosting 9,000 seminar costs 54,599 board of governors meetings 404 education expense allowance 3,600 bank & credit card fees 8,743 total 80,455

Form 990-ez, Part I, Line 20

Chapter bank balance adj -2,575

Form 990-ez, Part II, Line 26

DEFERRED REVENUE 5,113 0

Form 990-ez, Part III

The organization's purpose is to improve the quality of accounting and tax services in oklahoma by providing support and services to independent accounting and tax practitioners.

Raw XML Appendix130 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/BusinessName/BusinessNameLine1Txt0PROFESSIONAL BUSINESS SYSTEMS
IRS990EZ/BooksInCareOfDetail/PhoneNum09184864208
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0518 S ELM PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BROKEN ARROW
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085805
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080350
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02233
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0464
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06048
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080692
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080350
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080692
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080350
IRS990EZ/OccupancyRentUtltsAndMaintAmt0989
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt212000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE SHEPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEAN TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDY HORNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEANN KILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES NOLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SANDRA HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RUSTY PARNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROGER BERRYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JIMMIE NOLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8GOVERNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9GOVERNOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2575
IRS990EZ/OtherExpensesTotalAmt080455
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PURPOSE IS TO IMPROVE THE QUALITY OF ACCOUNTING AND TAX SERVICES IN OKLAHOMA BY PROVIDING SUPPORT AND SERVICES TO INDEPENDENT ACCOUNTING AND TAX PRACTITIONERS.
IRS990EZ/ProgramServiceRevenueAmt095165
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED UPDATES ON PROFESSIONAL ISSUES VIA NEWSLETTERS, WEB SITE, CHAPTER MEETINGS, & E-MAIL NOTICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONITORED LEGISLATION & REGULATIONS TO INFORM CITIZENS AND SERVE THE PROFESSIONAL INTERESTS OF OUR MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED PROFESSIONAL EDUCATION IN ACCOUNTING, BUSINESS, TAXATION, AND TECHNOLOGY TO APPROX 750 INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010556
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt281449
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05113
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt099444
IRS990EZ/TotalProgramServiceExpensesAmt098005
IRS990EZ/TotalRevenueAmt0101677
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.OSPA.ORG/
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SEMINAR ADVERTISING 2,507 ADMINISTRATIVE COSTS 1,602 WEB SITE HOSTING 9,000 SEMINAR COSTS 54,599 BOARD OF GOVERNORS MEETINGS 404 EDUCATION EXPENSE ALLOWANCE 3,600 BANK & CREDIT CARD FEES 8,743 TOTAL 80,455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAPTER BANK BALANCE ADJ -2,575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 5,113 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S PURPOSE IS TO IMPROVE THE QUALITY OF ACCOUNTING AND TAX SERVICES IN OKLAHOMA BY PROVIDING SUPPORT AND SERVICES TO INDEPENDENT ACCOUNTING AND TAX PRACTITIONERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY HORNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04052498220
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA SOCIETY OF PUBLIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ACCOUNTANTS
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0736097122
ReturnHeader/Filer/PhoneNum09182584882
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2588
ReturnHeader/Filer/USAddress/CityNm0BROKEN ARROW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074013
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02025-05-13T11:10:32-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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