Civic Intelligence

Oklahoma Transit Association

990 • Fiscal year 2020 • EIN 75-2129006

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

PO Box 1215Oklahoma City, OK 73101

(301) 335-2715

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Net Margin

29th percentile

-0.5%

Higher net margin than 29% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

74th percentile

$27,386

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Asset Growth

63rd percentile

7.7%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

51%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,038,124

Up $74,540 (+7.7%) from 2019

Net Assets

Up

$1,038,124

Up $74,540 (+7.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$410,744

Up $138,220 (+51%) from 2019

Expenses

Up

$412,740

Up $61,141 (+17%) from 2019

Net Income

Up

-$1,996

Up $77,079 (+97%) from 2019

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

2020

Assets$1,038,124
Liabilities$0
Net Assets$1,038,124

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

2020

Revenue$410,744
Expenses$412,740
Net Income-$1,996
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$524,493
Mission and Program Overview

Mission

Provide training and support to public transit members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$963,584$1,038,124▲ $74,540
Investments in Publicly Traded Securities$909,981$969,946▲ $59,965
Cash and Non-Interest-Bearing Accounts$26,583$68,178▲ $41,595
Savings and Temporary Cash Investments$27,020$0▼ $27,020
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 Other Securities$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$963,584$1,038,124▲ $74,540
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$963,584$1,038,124▲ $74,540
Total Liabilities and Net Assets / Fund Balance$963,584$1,038,124▲ $74,540
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mark C NestlenChief Executive OfficerFT$27,386$27,386

Board Members and Trustees

NameTitle
Steve SpradlingPast President
Laquinta ThornleyPresident
Angie GilliamVice-President
Amy HillDirector
Brent MoreyDirector
Brent RoyDirector
Jeannie McmillinDirector
Jesse RushDirector
Kendra McgeadyDirector
Richard MaxwellDirector
Taylor JohnsonDirector
Ted RieckSecretary
Ryan LandersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,725
Program Service Revenue
$363,718
Investment Income
$32,301
Other Revenue
$0
Change in Net Assets
$-1,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$361,204
Salaries, Compensation, and Employee Benefits$51,536
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$150,554--$150,554
Advertising$87,696--$87,696
Fees for Services Management$52,292--$52,292
Current Officers, Directors, Trustees, and Key Employees$26,564--$26,564
Other Salaries and Wages$17,126--$17,126
Travel$12,101--$12,101
Office Expenses$8,410--$8,410
Other Employee Benefits$7,846--$7,846
Fees for Services Accounting-$5,740-$5,740
Information Technology$5,625--$5,625
Insurance$844$844-$1,688
Occupancy$322--$322
Other Expenses$262--$262
All Other Expenses$103--$103
Total Functional Expenses$406,156$6,584$0$412,740
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 35% controlled entity
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 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
% ANDREA BALL
Phone
3013352715
Address
PO Box 1215, Oklahoma City, OK 73101

Signing Officer

Name
Andrea Ball
Title
Executive Director
Phone
3013352715
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Ball
Formed
1983
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Bkd Llp
Address
110 N Elgin Ave Suite 400, Tulsa, OK 74120-1490
Preparer
Shawn M Loader
Phone
9185842900
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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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IRS990/InsuranceGrp/ProgramServicesAmt0844
IRS990/InsuranceGrp/TotalAmt01688
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt031065
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031065
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0909981
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0969946
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0113749
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE TRAINING AND SUPPORT TO PUBLIC TRANSIT MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0963584
IRS990/NetAssetsOrFundBalancesEOYAmt01038124
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01236
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01236
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt076536
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0322
IRS990/OccupancyGrp/TotalAmt0322
IRS990/OfficeExpensesGrp/ProgramServicesAmt08410
IRS990/OfficeExpensesGrp/TotalAmt08410
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07846
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07846
IRS990/OtherExpensesGrp/Desc0MEMBER SERVICES
IRS990/OtherExpensesGrp/Desc1EVENT COSTS
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/ProgramServicesAmt030327
IRS990/OtherExpensesGrp/ProgramServicesAmt14750
IRS990/OtherExpensesGrp/ProgramServicesAmt21334
IRS990/OtherExpensesGrp/ProgramServicesAmt3262
IRS990/OtherExpensesGrp/TotalAmt030327
IRS990/OtherExpensesGrp/TotalAmt14750
IRS990/OtherExpensesGrp/TotalAmt21334
IRS990/OtherExpensesGrp/TotalAmt3262
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017126
IRS990/OtherSalariesAndWagesGrp/TotalAmt017126
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/PrincipalOfficerNm0Andrea Ball
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0812900
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TRAINING PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1ROADEO
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt032020
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119498
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2312200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119498
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2312200
IRS990/ProgSrvcAccomActy2Grp/ActivityCd0611710
IRS990/ProgSrvcAccomActy2Grp/Desc0ROADEO - SEND EMPLOYEES OF MEMBER AGENCIES TO FORMAL TRAINING COURSES WITH EXPENSES REIMBURSED BY U.S. DEPARTMENT OF TRANSPORTATION RURAL TECHNICAL ASSISTANCE PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt033732
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt019498
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt020142
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025052
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0351599
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0227330
IRS990/PYRevenuesLessExpensesAmt0-79075
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0351599
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0272524
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1996
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0344220
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0963584
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01038124
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027020
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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/DuesAssessmentsAmt0312200
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true

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
2020Detailed filing. Detailed filing data is available for this year.$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