OKLAHOMA SOCIETY OF CPAS (GROUP RETURN)

EIN: 731376933

OKLAHOMA CITY, OK

Total Revenue
$72,607
Total Expenses
$83,298
Total Assets
$275,460
Net Assets
$266,224
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1918
Legal Domicile
OK
Principal Officer
BLAINE PETERSON
Phone
4058413800
Tax Period
2024-05-01 to 2025-04-30

OKLAHOMA SOCIETY OF CPAS (GROUP RETURN), founded in 1918, is a micro nonprofit that reported $73K in total revenue in fiscal year 2024. Expenses of $83K exceeded revenue, resulting in a 15% operating deficit.

Mission

CONTINUING PROFESSIONAL EDUCATION - THE CHAPTERS PROVIDE MANY EDUCATIONAL PROGRAMS AND MEETINGS FOR MEMBERS OF THE ACCOUNTING PROFESSION AND THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $55
Program Service Revenue $67,580
Investment Income $4,972
Other Revenue $0
TOTAL REVENUE $72,607

Expense Breakdown

Grants Paid $9,400
Salaries & Benefits $7,831
Fundraising Expenses $0
Other Expenses $66,067
TOTAL EXPENSES $83,298

Year-over-Year Comparison

2024 2023 Change
Revenue $72,607 $73,615 0.0%
Expenses $83,298 $96,912 -0.1%
Net Income $-10,691 $-23,297 -0.5%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
13
Independent Members
13
Employees
1
Volunteers
13

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
13
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BEAU BARNES CHAPTER PRES N/A
Officer Director
$0 $0 $0
JONATHAN D GAUSS CPA CHAPTER PRES N/A
Officer Director
$0 $0 $0
MARK W WALTERS CPA CHAPTER PRES N/A
Officer Director
$0 $0 $0
JOHN T CLOUSE CHAPTER PRES N/A
Officer Director
$0 $0 $0
MIKE DENNEY CHAPTER PRES N/A
Officer Director
$0 $0 $0
LORI D EHARDT CHAPTER PRES N/A
Officer Director
$0 $0 $0
RODNEY W GOODNER CHAPTER PRES N/A
Officer Director
$0 $0 $0
DEAN MILLS CHAPTER PRES N/A
Officer Director
$0 $0 $0
DILLON POTTER CHAPTER PRES N/A
Officer Director
$0 $0 $0
ELIZABETH BETTY SCHUMACHER CHAPTER PRES N/A
Officer Director
$0 $0 $0
LARRY T SMITH CHAPTER PRES N/A
Officer Director
$0 $0 $0
JOSEPH W SPARKS CHAPTER PRES N/A
Officer Director
$0 $0 $0
DARLA J YOUNG CHAPTER PRES N/A
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $72,607 $83,298 $275,460 $-10,691
2024 $73,615 $96,912 $298,509 $-23,297
2023 $74,349 $75,935 $302,135 $-1,586
2022 $53,731 $58,158 $300,242 $-4,427
2021 $58,215 $45,329 $312,299 $12,886
2020 $105,523 $99,723 $257,052 $5,800
2019 $108,646 $118,056 $264,578 $-9,410
2018 $100,357 $102,306 $284,496 $-1,949
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