2024-05-09T13:58:27-05:00 2023-06-30 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-07-01 730132840 Oklahoma Trucking Association % JIM NEWPORT OKLA 4055259488 3909 N Lindsay Ave Oklahoma City OK 73105 JIM NEWPORT CEO 4055259488 2023-11-15 true JIM NEWPORT 999009999 Jeanette Verrelli P00742631 9727028262 3 2022 2023-04-26 12:10:37Z JIM NEWPORT 3909 N Lindsay Ave Oklahoma City OK 73105 505142 false X WWW.OKTRUCKING.ORG X 1932 OK TO SERVE AND REPRESENT THE INTERESTS OF THE TRUCKING INDUSTRY WITH ONE UNITED VOICE 10 10 2 75 3123 0 238978 224971 180104 220725 115 8765 34987 27176 454184 481637 0 0 0 0 70601 126245 0 0 0 347844 357732 418445 483977 35739 -2340 822483 835028 92431 107316 730052 727712 X THE OKLAHOMA TRUCKING ASSOCIATION PROVIDES MEMBERS WITH TECHNICAL SERVICES, INDUSTRY INFORMATION, EDUCATIONAL SEMINARS, REGULATORY REQUIREMENTS, HAZARDOUS MATERIAL SAFETY PROGRAMS, AND ASSISTS IN IMPROVING TRUCKING INDUSTRY EXPANSION AND INDUSTRY RESEARCH; TO PROMOTE HIGHWAY AND DRIVER SAFETY, AND TO STRIVE FOR A HEALTHY BUSINESS ENVIRONMENT. false false ANNUAL CONVENTION/MIDWINTER CONFERENCE ANNUAL EVENTS THAT PROVIDE LEGISLATIVE AND TRUCKING INDUSTRY UPDATES TO THE MEMBERSHIP THROUGHOUT THE YEAR. MAGAZINE PUBLICATION: OKLAHOMA MOTOR CARRIER QUARTERLY MAGAZINE QUARTERLY PUBLICATION THAT INFORMS MEMBERS OF THE ASSOCIATION ON THE LATEST TRENDS AND INFORMATION IN THE TRUCKING INDUSTRY. TRUCK DRIVING CHAMPIONSHIP ANNUAL EVENT THAT ALLOWS DRIVERS TO COMPETE IN A MULTI-PART COMPETITION. THOSE WHO PLACE AMONG THEIR CLASS QUALIFY TO COMPETE AT THE NATIONAL LEVEL. GOVERNMENT RELATIONS NETWORKING FORM SALES AND MISC false false false true false false false false false true false false false true false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 10 0 true 2 true true true false false false false false false false X 10 10 false true false false true true false true true false false false true true true true true true false false OK X JIM NEWPORT 4055259488 3909 N LINDSAY AVENUE OKLAHOMA CITY OK 73105 X X BOB ACKER VP At-Large 0.1 0.0 X X 0 0 0 JO-DON CLANTON VP At-Large 0.1 0.0 X X 0 0 0 DAVID SNAPP Past Chairman 0.1 0.0 X X 0 0 0 MARIO ARCHAGA 1st Vice Chair 0.1 0.0 X X 0 0 0 DAVID FREYMILLER VP AT-LARGE 0.1 0.0 X X 0 0 0 ZAC KANNADY Chairman 0.1 0.0 X X 0 0 0 BRIAN MALATKA VP AT-LARGE 0.1 0.0 X X 0 0 0 BOBBY SMITH 2nd Vice Chair 0.1 0.0 X X 0 0 0 Robert Ragan STATE VP TO ATA 0.1 0.0 X X 0 0 0 ADAM DYE VP At-Large End: 12/22 0.1 0.0 X X 0 0 0 Carmalieta Wells VP At-Large 0.1 0.0 X X 0 0 0 JIM NEWPORT CEO & PRESIDENT 40.0 0.0 X 0 0 0 0 0 0 0 false false false NEWPORT ASSOCIATES 3909 N LINDSAY AVENUE OKLAHOMA CITY OK 73105 MANAGEMENT 150000 1 213271 11700 224971 Convention 900099 38246 38246 Mid-winter Conference 900099 30590 30590 Networking Events 900099 36090 36090 Truck Driving Championship 711210 67690 67690 Magazine and Publications 541800 3123 3123 44986 44986 220725 8765 8765 0 26291 26291 0 0 0 0 24390 11700 23505 885 885 0 0 0 0 0 0 0 481637 217602 3123 35941 0 0 0 0 0 0 100428 0 17789 8028 150000 0 24975 0 0 0 0 0 7048 9019 0 26046 14358 0 86373 0 0 11833 5166 Bad debt expense 981 CC Processing Fees 6356 Professional Development 2994 DUES & SUBSCRIPTIONS 6127 6456 483977 187611 181540 157112 5771 0 0 24760 43263 0 0 0 0 0 0 0 0 0 0 459063 165255 301611 293808 151389 310646 0 0 0 0 0 0 0 0 822483 835028 25186 42743 0 0 64517 64517 0 0 0 0 0 0 0 0 0 0 2728 56 92431 107316 X 730052 727712 0 0 730052 727712 822483 835028 -2340 X true X false true false false false true 213271 28967 349 29316 38389 0 36764 36764 384323 145722 238601 37976 19533 18443 293808 0 Sales Tax Payable 56 56 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SSO GOLF 17010 7900 9110 1640 4788 2100 234 CONVENTION GOLF 7930 1450 6480 1626 3191 773 172 1 11150 2350 8800 175 7618 1092 96 36090 11700 24390 3441 15597 3965 502 23505 885 FORM 990, PART VI, SECTION A, LINE 6 CARRIER AND ALLIED MEMBERSHIPS: CARRIER MEMBERS ARE TRUCKING COMPANIES. ALLIED MEMBERS ARE SERVICE CARRIERS. FORM 990, PART VI, SECTION A, LINE 7A POWER OF ELECTION: DIRECTORS SHALL BE ELECTED BY MEMBERS OF THE ASSOCIATION PRIOR TO THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: THE RETURN IS PREPARED AND REVIEWED BY AN OUTSIDE ACCOUNTING FIRM. IT IS REVIEWED BY MANAGEMENT BEFORE FILING WITH THE IRS. THE RETURN IS REVIEWED DURING THE REGULAR MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: A MEMBER WITH A CONFLICT OF INTEREST SHALL REFRAIN FROM VOTING OR OTHERWISE ATTEMPTING TO AFFECT ANY DECISION OF THE ORGANIZATION, TO PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTION AND THE MANNER OR TERMS OF SUCH PARTICIPATION. MINUTES OF THE APPROPRIATE MEETINGS SHOULD REFLECT THAT SUCH DISCLOSURE WAS MADE, AND THAT SUCH MEMBER ABSTAINED FROM VOTING, IF APPLICABLE. FAILURE TO MAKE SUCH DISCLOSURE MAY RESULT IN REVERSAL OF THE RECOMMENDATION OR VOTE THE PARTIES PARTICIPATED IN OR ATTEMPTED TO AFFECT THROUGH ACTS OR OMISSIONS. EACH BOARD MEMBER IS REQUIRED TO SIGN AN ACKNOWLEDGMENT OF POLICY EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO COMPENSATION: A REVIEW OF THE COMPENSATION OF THE CEO IS CONDUCTED ANNUALLY BY THE CHAIRMAN OF THE BOARD. THE ORGANIZATION'S CONTRACT WITH NEWPORT & ASSOCIATES GOVERNS CEO COMPENSATION. THE CONTRACT IS RENEWED ANNUALLY UNLESS TERMINATED BY EITHER PARTY OR UNLESS A MODIFICATION IS AGREED TO BY BOTH PARTIES. THE CONTRACT AND COMPENSATION HAVE NOT BEEN MODIFIED SINCE THE INCEPTION. FORM 990, PART VI, SECTION C, LINE 19 availability of documents: THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ON ITS OWN WEBSITE AND UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF MANAGEMENT DUTIES: THE ASSOCIATION HAS ENGAGED NEWPORT & ASSOCIATES BY WRITTEN AGREEMENT TO PROVIDE MANAGEMENT SERVICES, ON AN ANNUAL BASIS, RENEWABLE IN JANUARY EACH YEAR. NEWPORT & ASSOCIATES PROVIDES THESE SERVICES IN THE FORM OF JIM NEWPORT, ACTING AS CEO. HE MANAGES THE DAY-TO-DAY OPERATIONS OF THE ASSOCIATION, BUT THE BOARD OF DIRECTORS MAINTAINS THE BINDING POWER IN ALL MAJOR DECISIONS, INCLUDING THOSE OF INDEBTEDNESS. COMPENSATION OF NEWPORT AND ASSOCIATES IS REFLECTED ON PART VII, SECTION B.