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Nonprofiteer
← OKLAHOMA TELEPHONE ASSOCIATION

Form 990 for tax year 2022

Filed by OKLAHOMA TELEPHONE ASSOCIATION.

Totals

Total revenue
$386,299
Total expenses
$360,072
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$151,625
Investment income
$34,450
Other revenue
$200,224
Total assets, end of year
$685,328
Total liabilities, end of year
$575
Net assets or fund balances, end of year
$684,753
Program services expenses (Part IX)
$228,926
Management and general expenses
$131,146
Fundraising expenses
$0
Program service expenses (Part III)
$228,926

Program services were 63.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: DUES - MEMBERSHIP

    total $114,200 · related or exempt $114,200

  • 2b · Program service revenue: DUES - ASSOCIATE MEMBERS

    total $25,425 · related or exempt $25,425

  • 2c · Program service revenue: TRS ADMINISTRATION

    total $12,000 · related or exempt $12,000

  • 3 · Investment income

    total $24,888 · excluded $24,888

  • 7a · Gross sales of assets other than inventory

    securities $104,250 · other assets $2,704

  • 7b · Less cost or other basis and sales expenses

    securities $97,392

  • 7c · Gain or loss

    securities $6,858 · other assets $2,704

  • 7d · Net gain or loss

    total $9,562 · excluded $9,562

  • 11a · Other revenue: SUMMER CONVENTION

    total $122,978 · related or exempt $122,978

  • 11b · Other revenue: MEETINGS

    total $75,583 · related or exempt $75,583

  • 11c · Other revenue: WALT GARNER

    total $1,207 · related or exempt $1,207

  • 11d · All other revenue

    total $456 · related or exempt $456

  • 11e · Other revenue, total

    $200,224

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $97,500 · program services $48,750 · management and general $48,750

  • 7 · Other salaries and wages

    total $9,500 · management and general $9,500

  • 9 · Other employee benefits

    total $26,000 · program services $9,100 · management and general $16,900

  • 10 · Payroll taxes

    total $9,375 · program services $3,281 · management and general $6,094

  • 11c · Fees: accounting

    total $16,281 · management and general $16,281

  • 13 · Office expenses

    total $1,219 · management and general $1,219

  • 16 · Occupancy

    total $10,800 · program services $3,780 · management and general $7,020

  • 17 · Travel

    total $11,469 · management and general $11,469

  • 19 · Conferences, conventions and meetings

    total $146,403 · program services $146,403

  • 23 · Insurance

    total $5,368 · program services $1,879 · management and general $3,489

  • 24a · Other expenses: CONTRIBUTION TO FOUNDATIO

    total $11,391 · program services $11,391

  • 24b · Other expenses: PRINTING & POSTAGE

    total $5,072 · program services $1,775 · management and general $3,297

  • 24c · Other expenses: CREDIT CARD PROGRAM

    total $5,042 · management and general $5,042

  • 24d · Other expenses: PHONE

    total $2,152 · program services $753 · management and general $1,399

  • 24e · All other expenses

    total $2,500 · program services $1,814 · management and general $686

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $111,356 · end of year $103,219

  • 12 · Investments: other securities

    beginning of year $660,192 · end of year $582,109

  • 19 · Deferred revenue

    beginning of year $1,650 · end of year $575

  • 27 · Net assets without donor restrictions

    beginning of year $769,898 · end of year $684,753

Mission and programs · 2022

Mission

TO PROMOTE THE COMMON INTEREST OF ALL ASSOCIATION MEMBERS, TO EDUCATE THE GENERAL PUBLIC ABOUT THE TELECOMMUNICATIONS INDUSTRY AND ITS PROGRAMS AND TO ENHANCE THE PUBLIC'S KNOWLEDGE AND PERCEPTION OF THE TELECOMMUNICATIONS INDUSTRY AND ASSOCIATION MEMBERS.

  • PROMOTE THE COMMON INTEREST OF ALL ASSOCIATION MEMBERS, TO EDUCATE THE GENERAL PUBLIC ABOUT THE TELECOMMUNICATIONS INDUSTRY & ITS PROGRAMS, AND TO ENHANCE THE PUBLIC'S KNOWLEDGE & PERCEPTION OF THE TELECOMMUNICATIONS INDUSTRY & ASSOCIATION MEMBERS.

    Expenses $228,926 · Revenue $151,625

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Gailey

    2ND VICE PRE

    Total calculated
    $0
    Hours/week
    0.5

  • Larry Jones

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Trent Leforce

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Chad Segress

    1ST VICE PRE

    Total calculated
    $0
    Hours/week
    0.5

  • Jake Baldwin

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Blake Callaham

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jason Doughty

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Doug Hilliary

    MEMBER

    Total calculated
    $0

  • Tom Karalis

    EXECUTIVE VI

    Total calculated
    $97,500
    From this org
    $97,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Jill Kuehny

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lynn Merrill

    ASSOCIATE ME

    Total calculated
    $0
    Hours/week
    0.5

  • Orlean Smith

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jana Wallace

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jerry Whisenhunt

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
11 May 2023
IRS schema version
2022v5.0
Source object
202311329349301661

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