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Nonprofiteer
← OKLAHOMA TELEPHONE ASSOCIATION

Form 990 for tax year 2025

Filed by OKLAHOMA TELEPHONE ASSOCIATION.

Totals

Total revenue
$399,044
Total expenses
$349,244
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$159,525
Investment income
$63,904
Other revenue
$175,615
Total assets, end of year
$861,980
Total liabilities, end of year
$32,198
Net assets or fund balances, end of year
$829,782
Program services expenses (Part IX)
$216,139
Management and general expenses
$133,105
Fundraising expenses
$0
Program service expenses (Part III)
$216,139

Program services were 61.9% 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 $128,125 · related or exempt $128,125

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

    total $18,400 · related or exempt $18,400

  • 2c · Program service revenue: TRS ADMINISTRATION

    total $13,000 · related or exempt $13,000

  • 3 · Investment income

    total $34,174 · excluded $34,174

  • 7a · Gross sales of assets other than inventory

    securities $88,431 · other assets $7,890

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

    securities $66,591

  • 7c · Gain or loss

    securities $21,840 · other assets $7,890

  • 7d · Net gain or loss

    total $29,730 · excluded $29,730

  • 11a · Other revenue: SUMMER CONVENTION

    total $112,384 · related or exempt $112,384

  • 11b · Other revenue: MEETINGS

    total $39,389 · related or exempt $39,389

  • 11c · Other revenue: INVESTMENT ACCOUNT

    total $14,500 · related or exempt $14,500

  • 11d · All other revenue

    total $9,342 · related or exempt $9,342

  • 11e · Other revenue, total

    $175,615

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $105,248 · program services $52,624 · management and general $52,624

  • 9 · Other employee benefits

    total $29,750 · program services $10,412 · management and general $19,338

  • 10 · Payroll taxes

    total $13,631 · program services $4,771 · management and general $8,860

  • 11c · Fees: accounting

    total $17,869 · management and general $17,869

  • 11f · Fees: investment management

    total $1,300 · management and general $1,300

  • 13 · Office expenses

    total $9,698 · management and general $9,698

  • 16 · Occupancy

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

  • 17 · Travel

    total $4,691 · management and general $4,691

  • 19 · Conferences, conventions and meetings

    total $127,348 · program services $127,348

  • 23 · Insurance

    total -$60 · program services -$21 · management and general -$39

  • 24a · Other expenses: CONTRIBUTION TO FOUNDATIO

    total $16,706 · program services $16,706

  • 24b · Other expenses: EVP VEHICLE

    total $7,200 · management and general $7,200

  • 24c · Other expenses: CREDIT CARD PROGRAM

    total $2,762 · management and general $2,762

  • 24d · Other expenses: PRINTING AND POSTAGE

    total $840 · program services $294 · management and general $546

  • 24e · All other expenses

    total $1,461 · program services $225 · management and general $1,236

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $64,010 · end of year $55,849

  • 12 · Investments: other securities

    beginning of year $683,526 · end of year $806,131

  • 17 · Accounts payable and accrued expenses

    end of year $32,198

  • 27 · Net assets without donor restrictions

    beginning of year $747,536 · end of year $829,782

Mission and programs · 2025

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 $216,139 · Revenue $159,525

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jana Wallace

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Jill Kuehny

    1ST VICE PRE

    Total calculated
    $0
    Hours/week
    0.5

  • Blake Callahan

    2ND VICE PRE

    Total calculated
    $0
    Hours/week
    0.5

  • Tom Karalis

    EXECUTIVE VI

    Total calculated
    $105,248
    From this org
    $105,248
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Larry Jones

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Jake Baldwin

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Marcus Bott

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jason Doughty

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Gailey

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Doug Hilliary

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Scott Lowry

    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

  • Billy Staggs

    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
2025
Filed
14 May 2026
IRS schema version
2025v4.0
Source object
202611359349310596

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