Oklahoma Society of Public Accountants
Nonprofit profile at a glance
- EIN
- 736097122
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990 2013, Form 990-EZ 2024
- Location
- Broken Arrow, OK, USA
- Phone
- 9182584882
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $107,371
- Expenses
- $99,086
- Assets
- $89,029
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- GARY NELSON (PRESIDENT)
People named in this filing
- GARY NELSON (PRESIDENT)
- DANIELLE SHEPARD (VICE PRESIDE)
- DEAN TAYLOR (EXECUTIVE VP)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
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.
What it reported doing in 2024
Provided professional education in accounting, business, taxation, and technology to approx 750 individuals
Operating model
- Revenue model
- Earned-program. 92% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 93
- Transparency & Controls: 82
- Sustainability: 44
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 90.4%; rating input score 90
- Program expense ratio: 98.5%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 7.7%; rating input score 54; 54th percentile among comparable filings
- Total-asset coverage ratio: 0.9; rating input score 56; 56th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 15.7%; rating input score 18; 18th percentile among comparable filings
Growth
- Program expense growth: -3.8% per year; rating input score 0; 21st percentile among comparable filings
- Revenue growth: -3.4% per year; rating input score 0; 11th percentile among comparable filings
- Asset growth: 5.8% per year; rating input score 100; 48th percentile among comparable filings
Details
- Where the money goes: 90.4% of revenue deployed · 98.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $98K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Operating margin scored 54/100.
- Review — Sustainability: Total-asset coverage ratio scored 56/100.
- High — Sustainability: Officer compensation ratio scored 18/100.