Form 990 for tax year 2022
Filed by PETROLEUM ALLIANCE OF OKLAHOMA INC.
Totals
- Total revenue
- $3,278,195
- Total expenses
- $3,673,195
- Contributions and grants received
- $334,000
- Grants paid
- $17,025
- Program service revenue
- $2,785,583
- Investment income
- $29,776
- Other revenue
- $128,836
- Total assets, end of year
- $4,624,433
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $4,624,433
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1c · Fundraising events
$334,000
-
1g · Noncash contributions included above
$243,000
-
2a · Program service revenue: ANNUAL MEETING
total $1,359,395 · related or exempt $1,359,395
-
2b · Program service revenue: MEMBERSHIP DUES
total $1,157,609 · related or exempt $1,157,609
-
2c · Program service revenue: SUBCONTRACTOR FEES
total $106,750 · related or exempt $106,750
-
2d · Program service revenue: DIRECTORY ADVERTISING
total $100,701 · related or exempt $29,461 · unrelated business $71,240
-
2e · Program service revenue: MANAGEMENT FEES
total $61,128 · excluded $61,128
-
3 · Investment income
total $29,776 · excluded $29,776
-
8a · Fundraising events: gross income
$404,435
-
8a · Fundraising events: contributions included on line 1c
$334,000
-
8b · Fundraising events: direct expenses
$315,670
-
8c · Net income from fundraising events
total $88,765 · excluded $88,765
-
9a · Gaming: gross income
$32,174
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $32,174 · excluded $32,174
-
11a · Other revenue: INSURANCE COMMISSIONS
total $7,570 · unrelated business $7,570
-
11b · Other revenue: MISCELLANEOUS
total $327 · related or exempt $327
-
11e · Other revenue, total
$7,897
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $17,025
-
5 · Compensation of officers, directors and key employees
total $368,610
-
7 · Other salaries and wages
total $1,096,632
-
8 · Pension plan contributions
total $41,119
-
9 · Other employee benefits
total $108,698
-
10 · Payroll taxes
total $102,503
-
11b · Fees: legal
total $29,694
-
11c · Fees: accounting
total $23,363
-
11d · Fees: lobbying
total $85,123
-
11g · Fees: other
total $502,389
-
13 · Office expenses
total $32,083
-
14 · Information technology
total $17,706
-
16 · Occupancy
total $143,614
-
17 · Travel
total $396,687
-
19 · Conferences, conventions and meetings
total $580,820
-
22 · Depreciation, depletion and amortization
total $14,394
-
23 · Insurance
total $19,304
-
24a · Other expenses: PUBLICATION EXPENSE
total $33,157
-
24b · Other expenses: INCOME TAX EXPENSE
total $30,150
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $30,124
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $38 · end of year $98
-
2 · Savings and temporary cash investments
beginning of year $4,960,744 · end of year $4,574,275
-
10a · Land, buildings and equipment: cost or other basis
$318,485
-
10b · Land, buildings and equipment: accumulated depreciation
$268,425
-
10c · Land, buildings and equipment, net
beginning of year $58,651 · end of year $50,060
-
27 · Net assets without donor restrictions
beginning of year $4,833,021 · end of year $4,624,433
-
28 · Net assets with donor restrictions
beginning of year $186,412 · end of year $0
Mission and programs · 2022
Mission
TO PROMOTE THE OKLAHOMA OIL AND NATURAL GAS INDUSTRY
-
TO PROMOTE THE OKLAHOMA OIL AND NATURAL GAS INDUSTRY
As filed on the 2022 return.
Listed in Part VII
-
Blu HulseyBLU HULSEY
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 6
-
Chad McDougallCHAD MCDOUGALL
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 10 + 0.5 related
-
Greg ShepherdGREG SHEPHERD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Matt MostMATT MOST
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Courtney BrackinCOURTNEY BRACKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John BrawleyJOHN BRAWLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott BilgerSCOTT BILGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Justin BoydJUSTIN BOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph C BrevettiJOSEPH C BREVETTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth BrownELIZABETH BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dave DeardeuffDAVE DEARDEUFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John Paul DickJOHN PAUL DICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chuck DuginskiCHUCK DUGINSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Walt Duncan IVWALT DUNCAN IV
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Luke EssmanLUKE ESSMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David FerrisDAVID FERRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kyle FilsonKYLE FILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen FlahertySTEPHEN FLAHERTY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen IngramSTEPHEN INGRAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Drew HardingDREW HARDING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim HatfieldKIM HATFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James HeadJAMES HEAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas HellmanTHOMAS HELLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tommie HerellTOMMIE HERELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jimmie HobbsJIMMIE HOBBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Devin HotzelDEVIN HOTZEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ethan D HouseETHAN D HOUSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aaron KetterAARON KETTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David D Le NormanDAVID D LE NORMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 20 + 1 related
-
Rick LewisRICK LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shane MarchandSHANE MARCHAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey J McDougallJEFFREY J MCDOUGALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Valerie MitchellVALERIE MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Geree Wald MortonGEREE WALD MORTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Darrell NoblittDARRELL NOBLITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Samantha OmeySAMANTHA OMEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rand PhippsRAND PHIPPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heather PowellHEATHER POWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randy SullivanRANDY SULLIVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Usha TurnerUSHA TURNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael WalkerMICHAEL WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul WillisPAUL WILLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heath WorkHEATH WORK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brook A SimmonsBROOK A SIMMONS
PRESIDENT
- Total calculated
- $383,610
- From this org
- $351,684
- From related orgs
- $15,000
- Other
- $16,926
- Hours/week
- 40 + 15 related
Schedule J breakdown matched by us
- Base
- $286,684 + $15,000 related
- Bonus
- $65,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $16,926
- Filer's total
- $368,610 + $15,000 related
-
Natalie KinmonthNATALIE KINMONTH
SVP MEMBERSHIP & DEVELOPMENT
- Total calculated
- $182,067
- From this org
- $164,574
- From related orgs
- $0
- Other
- $17,493
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,574
- Bonus
- $30,000
- Other
- $0
- Deferred
- $6,890
- Nontaxable benefits
- $10,603
- Filer's total
- $182,067
-
Angie BurckhalterANGIE BURCKHALTER
SVP REGULATORY & ENVIRONMENTAL AFFAIRS
- Total calculated
- $195,473
- From this org
- $186,603
- From related orgs
- $0
- Other
- $8,870
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,603
- Bonus
- $25,000
- Other
- $0
- Deferred
- $8,082
- Nontaxable benefits
- $788
- Filer's total
- $195,473
-
Teresa YoderTERESA YODER
VP OF FINANCE
- Total calculated
- $160,980
- From this org
- $146,531
- From related orgs
- $0
- Other
- $14,449
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $113,131
- Bonus
- $33,400
- Other
- $0
- Deferred
- $5,830
- Nontaxable benefits
- $8,619
- Filer's total
- $160,980
-
Cody BannisterCODY BANNISTER
SVP COMMUNICATIONS
- Total calculated
- $164,629
- From this org
- $133,776
- From related orgs
- $0
- Other
- $30,853
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $112,708
- Bonus
- $21,068
- Other
- $0
- Deferred
- $5,947
- Nontaxable benefits
- $24,906
- Filer's total
- $164,629
-
Keith BeallKEITH BEALL
SVP OF GOVERNMENT RELATIONS & PUBLIC POLICY
- Total calculated
- $175,054
- From this org
- $143,927
- From related orgs
- $0
- Other
- $31,127
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $123,927
- Bonus
- $20,000
- Other
- $0
- Deferred
- $6,500
- Nontaxable benefits
- $24,627
- Filer's total
- $175,054
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$16,575
GENERAL PURPOSE
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.
-
OKLAHOMA ENERGY EDUCATION FOUNDATION
501(C)(3) · OIL AND GAS INDUSTRY AWARENESS AND EDUCATION · OK · controlled entity
Directly controlled by PETROLEUM ALLIANCE OF OKLAHOMA INC
-
THE PETROLEUM ALLIANCE OF OKLAHOMA PAC
527 · PROMOTION OF THE OIL AND GAS INDUSTRY · OK · controlled entity
Directly controlled by PETROLEUM ALLIANCE OF OKLAHOMA INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
OKLAHOMA INDEPENDENT PETROLEUM FOUNDATION
C · MANAGEMENT SERVICES · OK · 100% owned · share of income -$110,926 · share of assets $76,938 · controlled entity
Directly controlled by PETROLEUM ALLIANCE OF OKLAHOMA INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313189349302856
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