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Oklahoma Society Of Certified Public Accountants

Group Return

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Summary charts: organization finances over time

Revenue
$73.6k (2024)

Expenses
$96.9k (2024)

Total Assets
$299k (2024)

Total Liabilities
$24.5k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,615
Expenses
$96,912
Net Income
-$23,297
Net Assets
$273,998
Notable Sources of Revenue Percent of Total Revenue
Contributions $150
0.2%
Program Services $68,818
93.5%
Investment Income $4,647
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $298,509
Total Liabilities $24,511
Net Assets $273,998
Compensation
Key Employees and Officers Compensation Related Other
Beau Barnes (Chapter President) $0 $0 $0
Darla J Young (Chapter President) $0 $0 $0
Dean Mills (Chapter President) $0 $0 $0
Dillon Potter (Chapter President) $0 $0 $0
Elizabeth Betty Schumacher (Chapter President) $0 $0 $0
Jonathan D Gauss Cpa (Chapter President) $0 $0 $0
Kelly Berkstresser (Chapter President) $0 $0 $0
Larry T Smith (Chapter President) $0 $0 $0
Mark Neumeister (Chapter President) $0 $0 $0
Mark R Walters Cpa (Chapter President) $0 $0 $0
Mary E Alcorn (Chapter President) $0 $0 $0
Mike Denney (Chapter President) $0 $0 $0
Sean Marley (Chapter President) $0 $0 $0

Document Links

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,349
Expenses
$75,935
Net Income
-$1,586
Net Assets
$285,502
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $69,700
93.7%
Investment Income $4,649
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $302,135
Total Liabilities $16,633
Net Assets $285,502
Compensation
Key Employees and Officers Compensation Related Other
Mark R Walters Cpa (Chapter President) $0 $0 $0
Larry T Smith (Chapter President) $0 $0 $0
Bree Montoya (Directorchapter President) $0 $0 $0
Mary E Alcorn (Chapter President) $0 $0 $0
Gerald D Dean Mills Cpa (Chapter President) $0 $0 $0
Darla J Young (Chapter President) $0 $0 $0
Mary Vaughn (Chapter President) $0 $0 $0
Mike Denney (Chapter President) $0 $0 $0
Jonathan D Gauss Cpa (Chapter President) $0 $0 $0
Dillon Potter (Chapter President) $0 $0 $0
Beau Barnes (Chapter President) $0 $0 $0
Andrew Harbiger (Chapter President) $0 $0 $0
Elizabeth Betty Schumacher (Chapter President) $0 $0 $0

Document Links

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,731
Expenses
$58,158
Net Income
-$4,427
Net Assets
$286,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $500
0.9%
Program Services $52,075
96.9%
Investment Income $3,622
6.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$2,466
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $300,242
Total Liabilities $13,670
Net Assets $286,572
Compensation
Key Employees and Officers Compensation Related Other
William E Beau Barnes Cpa (Director) $0 $0 $0
Mark R Walters Cpa (Director) $0 $0 $0
Jonathan D Gauss Cpa (Director) $0 $0 $0
Larry T Smith Cpa (Director) $0 $0 $0
David M Mike Denney Cpa (Director) $0 $0 $0
Gerald D Dean Mills Cpa (Director) $0 $0 $0
Elizabeth Betty Schumacher Cpa (Director) $0 $0 $0
Aaron Jaqua (Director) $0 $0 $0
Mary E Alcorn (Director) $0 $0 $0
Darla J Young (Director) $0 $0 $0
Alyson S Morrison (Director) $0 $0 $0
Jesse L Rigney (Director) $0 $0 $0
Raylicia S Spencer (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,215
Expenses
$45,329
Net Income
$12,886
Net Assets
$302,739
Notable Sources of Revenue Percent of Total Revenue
Contributions $180
0.3%
Program Services $59,426
> 100%
Investment Income $3,148
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$6,539
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,000
3.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $312,299
Total Liabilities $9,560
Net Assets $302,739
Compensation
Key Employees and Officers Compensation Related Other
William E Beau Barnes Cpa (Director) $0 $0 $0
Mark R Walters Cpa (Director) $0 $0 $0
Jonathan D Gauss Cpa (Director) $0 $0 $0
Larry T Smith Cpa (Director) $0 $0 $0
David M Mike Denney Cpa (Director) $0 $0 $0
Gerald D Dean Mills Cpa (Director) $0 $0 $0
Elizabeth Betty Schumacher Cpa (Director) $0 $0 $0
Mary E Alcorn (Director) $0 $0 $0
Darla J Young (Chapter Pres. (Northwestern)) $0 $0 $0
Pratixa P Filinto (Director) $0 $0 $0
Jacob E Pasby (Director) $0 $0 $0
James M Mortson (Director) $0 $0 $0
Erika M Coates (Director) $0 $0 $0

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Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$105,523
Expenses
$99,723
Net Income
$5,800
Net Assets
$247,828
Notable Sources of Revenue Percent of Total Revenue
Contributions $645
0.6%
Program Services $99,329
94.1%
Investment Income $3,318
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,189
2.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $42
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $257,052
Total Liabilities $9,224
Net Assets $247,828
Compensation
Key Employees and Officers Compensation Related Other
Larry T Smith (Director) $0 $0 $0
Mary E Alcorn (Director) $0 $0 $0
Darla J Young (Director) $0 $0 $0
Cynthia K Byars (Director) $0 $0 $0
Jana Harkins (Director) $0 $0 $0
James M Mortson (Director) $0 $0 $0
Deborah G Vanderveen (Director) $0 $0 $0
Mark R Walters (Director) $0 $0 $0
Gerald Mills (Director) $0 $0 $0
David M Denney (Director) $0 $0 $0
Jonathan D Gauss (Director) $0 $0 $0
William E Barnes (Director) $0 $0 $0
Elizabeth B Schumache (Director) $0 $0 $0

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Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$108,646
Expenses
$118,056
Net Income
-$9,410
Net Assets
$256,676
Notable Sources of Revenue Percent of Total Revenue
Contributions $215
0.2%
Program Services $99,103
91.2%
Investment Income $6,654
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,674
2.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $264,578
Total Liabilities $7,902
Net Assets $256,676
Compensation
Key Employees and Officers Compensation Related Other
William E Beau Barnes Cpa (Director) $0 $0 $0
Mark R Walters Cpa (Director) $0 $0 $0
Jonathan D Gauss Cpa (Director) $0 $0 $0
Larry T Smith Cpa (Director) $0 $0 $0
David M Mike Denney Cpa (Director) $0 $0 $0
Gerald D Dean Mills Cpa (Director) $0 $0 $0
Elizabeth Betty Schumacher Cpa (Director) $0 $0 $0
Aaron Jaqua (Director) $0 $0 $0
Mary E Alcorn (Director) $0 $0 $0
Darla J Young (Director) $0 $0 $0
Alyson S Morrison (Director) $0 $0 $0
Jesse L Rigney (Director) $0 $0 $0
Raylicia S Spencer (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$100,357
Expenses
$102,306
Net Income
-$1,949
Net Assets
$267,629
Notable Sources of Revenue Percent of Total Revenue
Contributions $215
0.2%
Program Services $100,247
99.9%
Investment Income $5,430
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$5,535
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $284,496
Total Liabilities $16,867
Net Assets $267,629
Compensation
Key Employees and Officers Compensation Related Other
William E Beau Barnes Cpa (Director) $0 $0 $0
Mark R Walters Cpa (Director) $0 $0 $0
Jonathan D Gauss Cpa (Director) $0 $0 $0
Larry T Smith Cpa (Director) $0 $0 $0
Janice Jansing Cpa (Director) $0 $0 $0
Philip J Norwood Cpa (Director) $0 $0 $0
Kelly M Forell Cpa (Director) $0 $0 $0
David M Mike Denney Cpa (Director) $0 $0 $0
Alyson S Morrison Cpa (Director) $0 $0 $0
Jesse L Rigney Cpa (Director) $0 $0 $0
Gerald D Dean Mills Cpa (Director) $0 $0 $0
Ross A Mckinney Cpa (Director) $0 $0 $0
Elizabeth Betty Schumacher Cpa (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$107,123
Expenses
$107,662
Net Income
-$539
Net Assets
$269,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $40
0.0%
Program Services $102,463
95.6%
Investment Income $688
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $3,372
3.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $560
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $278,241
Total Liabilities $9,240
Net Assets $269,001
Compensation
Key Employees and Officers Compensation Related Other
William E Beau Barnes Cpa (Director) $0 $0 $0
Mark R Walters Cpa (Director) $0 $0 $0
Jonathan D Gauss Cpa (Director) $0 $0 $0
Larry T Smith Cpa (Director) $0 $0 $0
Ann M Alberston Cpa (Director) $0 $0 $0
Elizabeth P Mickey Gregg Cpa (Director) $0 $0 $0
Kelly M Forell Cpa (Director) $0 $0 $0
David M Mike Denney Cpa (Director) $0 $0 $0
Brenda C Bolander Cpa (Director) $0 $0 $0
Kathy A Fox Cpa (Director) $0 $0 $0
Gerald D Dean Mills Cpa (Director) $0 $0 $0
Gregory D Greg Jones Cpa (Director) $0 $0 $0
Elizabeth Betty Schumacher Cpa (Director) $0 $0 $0

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Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$127,873
Expenses
$123,210
Net Income
$4,663
Net Assets
$265,756
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $100,685
78.7%
Investment Income $3,396
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,237
18.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $555
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $273,526
Total Liabilities $7,770
Net Assets $265,756
Compensation
Key Employees and Officers Compensation Related Other
William E Barnes Cpa (Director) $0 $0 $0
Brian D Knight Cpa (Director) $0 $0 $0
Jonathan Gauss Cpa (Director) $0 $0 $0
Larry T Smith Cpa (Director) $0 $0 $0
Holly J Stuart Cpa (Director) $0 $0 $0
Daryl Hill Cpa (Director) $0 $179,559 $17,216
Emily S Anderson Cpa (Director) $0 $0 $0
Mike M Denny Cpa (Director) $0 $0 $0
Kathy A Fox Cpa (Director) $0 $0 $0
Mitch Mcabee Cpa (Director) $0 $0 $0
Dean Mills Cpa (Director) $0 $0 $0
Mickey Gregg Cpa (Director) $0 $0 $0
Kelly M Forell Cpa (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,931
Expenses
$128,396
Net Income
$9,535
Net Assets
$267,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,420
1.0%
Program Services $119,235
86.4%
Investment Income $905
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,676
11.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $695
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,734
6.8%
Assets/Debt
Total Assets $275,125
Total Liabilities $7,836
Net Assets $267,289
Compensation
Key Employees and Officers Compensation Related Other
Beau Barnes Cpa (Director) $0 $0 $0
Mickey Gregg Cpa (Director) $0 $0 $0
Jonathan Gauss Cpa (Director) $0 $0 $0
Larry T Smith Cpa (Director) $0 $0 $0
Holly J Stuart Cpa (Director) $0 $0 $0
Sherry A Bianchi Ba Cpa (Director) $0 $0 $0
Sarah E Smith Cpa (Director) $0 $0 $0
Mike M Denny Cpa (Director) $0 $0 $0
Julie M Stewart Cpa (Director) $0 $0 $0
Mitch Mcabee Cpa (Director) $0 $0 $0
Dean Mills Cpa (Director) $0 $0 $0
Stephanie Craighead Cpa (Director) $0 $0 $0
Matthew D Holland Cpa (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$133,568
Expenses
$120,447
Net Income
$13,121
Net Assets
$257,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,030
1.5%
Program Services $114,447
85.7%
Investment Income $312
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,492
10.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,287
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $268,210
Total Liabilities $10,456
Net Assets $257,754
Compensation
Key Employees and Officers Compensation Related Other
William E Barnes Cpa (Director) $0 $0 $0
Angie Drake Cpa (Director) $0 $0 $0
Jonathan Gauss Cpa (Director) $0 $0 $0
Larry T Smith Cpa (Director) $0 $0 $0
Holly J Stuart Cpa (Director) $0 $0 $0
Ross H Roye Cpa (Director) $0 $0 $0
Judy C Beech Cpa (Director) $0 $0 $0
Mike M Denny Cpa (Director) $0 $0 $0
Joyce A White Cpa (Director) $0 $0 $0
Mitch Mcabee Cpa (Director) $0 $0 $0
Dean Mills Cpa (Director) $0 $0 $0
Stephanie Craighead Cpa (Director) $0 $0 $0
Dan Doyle Cpa (Director) $0 $0 $0

Document Links

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,765
Expenses
$107,190
Net Income
$16,575
Net Assets
$244,633
Notable Sources of Revenue Percent of Total Revenue
Contributions $505
0.4%
Program Services $106,329
85.9%
Investment Income $261
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,406
13.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $264
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $247,193
Total Liabilities $2,560
Net Assets $244,633

Document Links

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$118,688
Expenses
$110,859
Net Income
$7,829
Net Assets
$228,058
Notable Sources of Revenue Percent of Total Revenue
Contributions $720
0.6%
Program Services $105,540
88.9%
Investment Income $312
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $11,755
9.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $361
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $228,599
Total Liabilities $541
Net Assets $228,058

Document Links

Fiscal Year Ending April
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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