Civic Intelligence

Oklahoma Transit Association

990 • Fiscal year 2018 • EIN 75-2129006

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

PO Box 1215Oklahoma City, OK 73101

(405) 850-9571

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

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

Liabilities / Revenue

34th percentile

0.00x

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

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

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

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

Asset Growth

16th percentile

-8.8%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

90th percentile

55%

Faster revenue growth than 90% of similar nonprofits.

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

Assets

Down

$920,196

Down $88,662 (-8.8%) from 2017

Net Assets

Down

$920,196

Down $88,662 (-8.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$186,551

Up $66,231 (+55%) from 2017

Expenses

Up

$225,418

Up $77,157 (+52%) from 2017

Net Income

Down

-$38,867

Down $10,926 (-39%) 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 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

2018

Assets$920,196
Liabilities$0
Net Assets$920,196

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

2018

Revenue$186,551
Expenses$225,418
Net Income-$38,867
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$261,983
Mission and Program Overview

Mission

Provide training and support to public transit members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,001,698$920,196▼ $81,502
Investments in Publicly Traded Securities$879,975$803,638▼ $76,337
Cash and Non-Interest-Bearing Accounts$74,594$70,137▼ $4,457
Investments Other Securities$30,187$29,421▼ $766
Savings and Temporary Cash Investments$16,942$17,000▲ $58
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,001,698$920,196▼ $81,502
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,001,698$920,196▼ $81,502
Total Liabilities and Net Assets / Fund Balance$1,001,698$920,196▼ $81,502
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeannie McmillinPast President
Steve SpradlingPresident
Laquinta ThornleyVice-president
Angie GilliamDirector
Brent MoreyDirector
Charla SloanDirector
Jesse RushDirector
Melissa FeslerDirector
Mark C NestlenExecutive Director
Trisha NolenEx-officio
Doug MyersSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$156,801
Investment Income
$19,750
Other Revenue
$0
Change in Net Assets
$-38,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,418
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
Conferences and Meetings$84,925--$84,925
Fees for Services Management$51,921--$51,921
Advertising$35,020--$35,020
Travel$25,080--$25,080
Fees for Services Accounting-$6,454-$6,454
Occupancy$2,512$2,512-$5,024
Information Technology$2,774--$2,774
Insurance$1,188$1,188-$2,376
All Other Expenses$556--$556
Other Expenses$217--$217
Office Expenses$76--$76
Total Functional Expenses$215,264$10,154$0$225,418
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 11B:

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
In Care Of
% MARK C NESTLEN
Phone
4058509571
Address
PO Box 1215, Oklahoma City, OK 73101

Signing Officer

Name
Mark Nestlen
Title
Executive Director
Signed
2019-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Nestlen
Formed
1983
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Bkd Llp
Address
6120 S Yale 1400, Tulsa, OK 74136-4223
Preparer
Shawn M Loader
Phone
9185842900
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-42635
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02512
IRS990/OccupancyGrp/ProgramServicesAmt02512
IRS990/OccupancyGrp/TotalAmt05024
IRS990/OfficeExpensesGrp/ProgramServicesAmt076
IRS990/OfficeExpensesGrp/TotalAmt076
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEMBER SERVICES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ProgramServicesAmt010376
IRS990/OtherExpensesGrp/ProgramServicesAmt1388
IRS990/OtherExpensesGrp/ProgramServicesAmt2231
IRS990/OtherExpensesGrp/ProgramServicesAmt3217
IRS990/OtherExpensesGrp/TotalAmt010376
IRS990/OtherExpensesGrp/TotalAmt1388
IRS990/OtherExpensesGrp/TotalAmt2231
IRS990/OtherExpensesGrp/TotalAmt3217
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARK NESTLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0812900
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2ROADEO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0103901
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt147619
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25281
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0103901
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt147619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25281
IRS990/ProgSrvcAccomActy2Grp/Desc0OTHER PROGRAMS - DEVELOP TRAINING PROGRAMS, DISSEMINATE TRAINING & INDUSTRY INFO TO MEMBER AGENCIES, INCREASE PUBLIC AWARENESS & PARTICIPATION IN PUBLIC TRANSIT IND.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0212213
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0151520
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt041507
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt057749
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09082
IRS990/PYRevenuesLessExpensesAmt0-7160
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt057749
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt050589
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-38867
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05281
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01001698
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0920196
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016942
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0103901
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19:
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01001698
IRS990/TotalAssetsEOYAmt0920196
IRS990/TotalAssetsGrp/BOYAmt01001698
IRS990/TotalAssetsGrp/EOYAmt0920196
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010154
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0215264
IRS990/TotalFunctionalExpensesGrp/TotalAmt0225418
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

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
2018Detailed filing. Detailed filing data is available for this year.$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