Civic Intelligence

Oklahoma Transit Association

990 • Fiscal year 2015 • EIN 75-2129006

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 01, 2016

3000 United Founders Blvd Ste 100Oklahoma City, OK 73112

(405) 848-8989

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Net Margin

35th percentile

0.6%

Higher net margin than 35% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2015 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2015

Asset Growth

43rd percentile

0.1%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-4.6%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,036,866

Up $960 (+0.1%) from 2014

Net Assets

Up

$1,036,866

Up $960 (+0.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$170,127

Down $8,143 (-4.6%) from 2014

Expenses

Up

$169,167

Up $9,316 (+5.8%) from 2014

Net Income

Down

$960

Down $17,459 (-95%) from 2014

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 2010: $77,322Liabilities 2010: $0Net Assets 2010: $77,3222010Assets 2012: $115,686Liabilities 2012: $0Net Assets 2012: $115,6862012Assets 2013: $1,017,487Liabilities 2013: $0Net Assets 2013: $1,017,4872013Assets 2014: $1,035,906Liabilities 2014: $0Net Assets 2014: $1,035,9062014Assets 2015: $1,036,866Liabilities 2015: $0Net Assets 2015: $1,036,8662015Assets 2016: $1,036,799Liabilities 2016: $0Net Assets 2016: $1,036,7992016Assets 2017: $1,008,858Liabilities 2017: $0Net Assets 2017: $1,008,8582017Assets 2018: $920,196Liabilities 2018: $0Net Assets 2018: $920,1962018Assets 2019: $963,584Liabilities 2019: $0Net Assets 2019: $963,5842019Assets 2020: $1,038,124Liabilities 2020: $0Net Assets 2020: $1,038,1242020Assets 2021: $994,088Liabilities 2021: $1,331Net Assets 2021: $992,7572021Assets 2022: $857,622Liabilities 2022: $0Net Assets 2022: $857,6222022Assets 2023: $812,749Liabilities 2023: $0Net Assets 2023: $812,7492023Assets 2024: $771,623Liabilities 2024: $0Net Assets 2024: $771,6232024

Highlighted filing

2015

Assets$1,036,866
Liabilities$0
Net Assets$1,036,866

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $107,2682010Expenses 2012: $148,7812012Expenses 2013: $136,1212013Revenue 2014: $178,270Expenses 2014: $159,851Net Income 2014: $18,4192014Revenue 2015: $170,127Expenses 2015: $169,167Net Income 2015: $9602015Revenue 2016: $184,944Expenses 2016: $185,011Net Income 2016: -$672016Revenue 2017: $120,320Expenses 2017: $148,261Net Income 2017: -$27,9412017Revenue 2018: $186,551Expenses 2018: $225,418Net Income 2018: -$38,8672018Revenue 2019: $272,524Expenses 2019: $351,599Net Income 2019: -$79,0752019Revenue 2020: $410,744Expenses 2020: $412,740Net Income 2020: -$1,9962020Revenue 2021: $278,489Expenses 2021: $323,856Net Income 2021: -$45,3672021Revenue 2022: $167,031Expenses 2022: $230,245Net Income 2022: -$63,2142022Revenue 2023: $167,500Expenses 2023: $212,373Net Income 2023: -$44,8732023Revenue 2024: $219,984Expenses 2024: $261,110Net Income 2024: -$41,1262024

Highlighted filing

2015

Revenue$170,127
Expenses$169,167
Net Income$960
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 1, 2016
Return Version
2014v6.0
Gross Receipts
$170,127
Mission and Program Overview

Mission

Provide training and support to public transit members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,035,906$1,036,866▲ $960
Investments in Publicly Traded Securities$882,352$875,811▼ $6,541
Cash and Non-Interest-Bearing Accounts$102,077$99,550▼ $2,527
Investments Other Securities$25,005$35,010▲ $10,005
Savings and Temporary Cash Investments$26,472$26,495▲ $23
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,035,906$1,036,866▲ $960
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,035,906$1,036,866▲ $960
Total Liabilities and Net Assets / Fund Balance$1,035,906$1,036,866▲ $960
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeannie McmillinPast President
Steve SpradlingPresident
Melissa FeslerVice-president
Angie GilliamDirector
Brent MoreyDirector
Doug MyersDirector
Ivan ClarkDirector
Jason FerbracheDirector
Stephen LalliExecutive Director
Trisha NolenEx-officio
Debbie McglassonSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$115,327
Investment Income
$54,800
Other Revenue
$0
Change in Net Assets
$960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,167
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$61,105--$61,105
Conferences and Meetings$51,721--$51,721
Fees for Services Legal$10,140--$10,140
Travel$9,164--$9,164
All Other Expenses$5,066$1,762-$6,828
Occupancy$2,850$2,850-$5,700
Fees for Services Accounting$3,775--$3,775
Advertising$2,690--$2,690
Other Expenses$2,410--$2,410
Office Expenses$1,400$156-$1,556
Total Functional Expenses$164,399$4,768$0$169,167
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
Yes
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

Organization's process to review form 990 - it is previewed by the officer(s) prior to filing.

Form 990, Part VI, Section B, Line 12C

Each board member shall complete, sign, and date a disclosure form to the executive committee of the board of directors, on an annual basis, and shall update it if and when any change in information occurs.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation - the documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Oklahoma Transit Association
EIN
75-2129006
Phone
4058488989
Address
3000 UNITED FOUNDERS BLVD STE 100, OKLAHOMA CITY, OK 73112

Signing Officer

Name
Stephen F Lalli
Title
Officer
Phone
4058488989
Signed
2016-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen F Lalli
Formed
1983
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
531 COUCH DR, OKLAHOMA CITY, OK 73102
Preparer
Ellan Wright
Phone
4052397961
Raw XML Appendix369 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/Form990PartVIISectionAGrp/TitleTxt7VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8PAST PRESIDENT
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990 - IT IS PREVIEWED BY THE OFFICER(S) PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER SHALL COMPLETE, SIGN, AND DATE A DISCLOSURE FORM TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, ON AN ANNUAL BASIS, AND SHALL UPDATE IT IF AND WHEN ANY CHANGE IN INFORMATION OCCURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/TotalAssetsBOYAmt01035906
IRS990/TotalAssetsEOYAmt01036866
IRS990/TotalAssetsGrp/BOYAmt01035906
IRS990/TotalAssetsGrp/EOYAmt01036866
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04768
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0164399
IRS990/TotalFunctionalExpensesGrp/TotalAmt0169167
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01035906
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01036866
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0164399
IRS990/TotalProgramServiceRevenueAmt0115327
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt054800
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0115327
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0170127
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01035906
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01036866
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt09164
IRS990/TravelGrp/TotalAmt09164
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03000 UNITED FOUNDERS BLVD STE 100
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073112
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.OKTRANSITASSOCIATION.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN F LALLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04058488989
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA TRANSIT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0752129006
ReturnHeader/Filer/PhoneNum04058488989
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 UNITED FOUNDERS BLVD STE 100
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073112
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/ReturnTs02016-02-01T16:03:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.22$0.26$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.17$0.21$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.17$0.23$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.28$0.32$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.41$0.41$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.27$0.35$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.19$0.23$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.12$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.18$0.19$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.17$0.17$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.18$0.16$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.11