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Nonprofiteer
← PETROLEUM ALLIANCE OF OKLAHOMA INC

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 Hulsey

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    6
  • Chad McDougall

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    10 + 0.5 related
  • Greg Shepherd

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Matt Most

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Courtney Brackin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Brawley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Scott Bilger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Justin Boyd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joseph C Brevetti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dave Deardeuff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Paul Dick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Chuck Duginski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Walt Duncan IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Luke Essman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Ferris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kyle Filson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stephen Flaherty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stephen Ingram

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Drew Harding

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kim Hatfield

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • James Head

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Thomas Hellman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Tommie Herell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jimmie Hobbs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Devin Hotzel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ethan D House

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Aaron Ketter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David D Le Norman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    20 + 1 related
  • Rick Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Shane Marchand

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey J McDougall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Valerie Mitchell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Geree Wald Morton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Darrell Noblitt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Samantha Omey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rand Phipps

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Heather Powell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Randy Sullivan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Usha Turner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Paul Willis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Heath Work

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Brook 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 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 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 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 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 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

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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