2025-03-14T14:20:19+00:00 2024-04-30 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2023-05-01 730689320 Oklahoma Society Of Certified Public Accountants OKLA 4058413800 5201 N Shartel Ave Oklahoma City OK 73118 BLAINE PETERSON PRESIDENT & CEO 4058413800 2025-03-14 true Jeanette Verrelli P00742631 9727028262 2025-03-17 2023 2025-03-06 01:10:19Z Blaine Peterson 5201 N Shartel Ave Oklahoma City OK 73118 2988280 false X WWW.OSCPA.COM X 1918 OK ORGANIZATION IS A BUSINESS SOCIETY WHICH SPONSORS CONTINUING PROFESSIONAL EDUCATION PROGRAMS FOR MEMBERS OF THE ACCOUNTING PROFESSION AND ADMINISTERS THE AICPA PEER REVIEW PROGRAM. 24 24 13 18 40362 0 0 0 2219351 2291226 130748 256794 137357 94768 2487456 2642788 0 0 0 0 944562 941395 0 0 0 1287957 1271346 2232519 2212741 254937 430047 4525811 5149221 941296 1028165 3584515 4121056 ORGANIZATION IS A BUSINESS SOCIETY WHICH SPONSORS CONTINUING PROFESSIONAL EDUCATION PROGRAMS FOR MEMBERS OF THE ACCOUNTING PROFESSION AND ADMINISTERS THE AICPA PEER REVIEW PROGRAM. false false THE OSCPA IS A MEMBERSHIP ORGANIZATION OPEN TO CPAS WHO ARE IN GOOD STANDING WITH THEIR STATE BOARD OF ACCOUNTANCY, CPA EXAMINATION CANDIDATES, AND STUDENTS WHO ARE ENROLLED EITHER FULL OR PART TIME AT AN ACCREDITED COLLEGE OR UNIVERSITY WITH AN INTEREST IN ACCOUNTING. THE OSCPA PROVIDED THE FOLLOWING BENEFITS TO ITS MEMBERS DURING THE FISCAL YEAR: QUALITY CONTINUING EDUCATION, CPAFOCUS MAGAZINE, OSCPA WIRE E NEWSLETTER AS WELL AS SEVERAL INDUSTRY PUBLICATIONS. THE OSCPA ALSO CLOSELY MONITORS PROPOSED LEGISLATION WITH POTENTIAL IMPACT ON THE PROFESSION. THE OSCPA PROVIDED OVER 200 CPE COURSES AND CONFERENCES DURING THE FISCAL YEAR TO ITS MEMBERS. THE OKLAHOMA SOCIETY OF CPAS ADMINISTERS THE AICPA PEER REVIEW PROGRAM FOR FIRMS WITH MAIN OFFICES LOCATED IN OKLAHOMA, SOUTH DAKOTA AND KANSAS. FIRMS NOT ASSOCIATED WITH THE AICPA; MAY ALSO TAKE PART IN THE PROGRAM. FIRMS THAT ARE REQUIRED TO BE REGISTERED WITH AND INSPECTED BY THE PUBLIC COMPANY ACCOUNTING OVERSIGHT BOARD (PCAOB) HAVE THEIR PEER REVIEW ADMINISTERED BY THE AICPA NATIONAL PEER REVIEW COMMITTEE (NATIONAL PRC). 0 false false true true false false false false true true false false true true false false false false false false false false false false false false false false true false false false false false false false false false false false true true false false true 11 0 true 13 true true true false false false true true false false false X 24 24 false false false false true true true true true false true true false true false false true true true false false OK X BLAINE PETERSON 4058413800 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 JACOB E PASBY SECRETARY 1.0 1.0 X X 0 0 0 JANESE SHEPARD IMMEDIATE PAST CHAIR 1.0 1.0 X X 0 0 0 JOSH L ELDER VICE CHAIRMAN 1.0 0.0 X X 0 0 0 MARK NEUMEISTER TREASURER 1.0 0.0 X X 0 0 0 ROSS MCKINNEY CHAIRMAN-ELECT 1.0 0.0 X X 0 0 0 VICKY C PETETE CHAIRMAN 1.0 0.0 X X 0 0 0 ANGELA BAKER DIRECTOR 1.0 0.0 X 0 0 0 AUSTIN FOUST DIRECTOR 1.0 1.0 X 0 0 0 BEAU BARNES CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 BETTY SCHUMACHER CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 BUCK FRANCIS DIRECTOR 1.0 0.0 X 0 0 0 CARLA MEYER DIRECTOR 1.0 0.0 X 0 0 0 DARLA J YOUNG CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 DEAN MILLS CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 DILLON POTTER CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 JONATHAN GAUSS CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 KELLY BERKSTRESSER CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 LADONNA SINNING DIRECTOR 1.0 0.0 X 0 0 0 LARRY T SMITH CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 MARK NEUMEISTER CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 MARK WALTERS CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 MARY E ALCORN CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 MIKE DENNEY CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 RODNEY HUSS DIRECTOR 1.0 0.0 X 0 0 0 SEAN MARLEY CHAPTER PRESIDENT 1.0 1.0 X 0 0 0 BLAINE M PETERSON PRESIDENT & CEO 40.0 2.0 X 169264 0 25802 Jane Haskin AICPA Council Representative 1.0 0.0 X 0 0 0 STEPHANIE TROUGAKOS COO 40.0 0.0 X 112941 0 17536 282205 0 43338 2 false true false 0 0 CONFERENCES & SEMINARS 611600 564209 564209 CONTINUING PROFESSIONAL EDUCATION 611600 341120 341120 QUALITY REVIEW 541900 213650 213650 MEMBERSHIP DUES 812900 1172247 1172247 0 0 0 0 2291226 84918 84918 2578 2578 0 0 272181 245187 96801 248691 175380 -3504 171876 171876 MISCELLANEOUS REVENUE 900099 51828 51828 ADVERTISING 541800 40362 40362 0 0 0 0 92190 2642788 2343054 40362 259372 0 195066 0 590554 35565 60473 59737 70881 47986 0 88953 14638 136301 101985 4200 454880 45054 7278 PEER REVIEW 88520 CREDIT CARD FEES 64982 MEMBER SERVICES - LEGISLATIVE EXPENSE 46524 MEMBER SERVICES - MEALS & TRAVEL 43125 56039 2212741 401636 704742 502836 515533 0 0 17830 0 0 0 0 0 0 0 0 56196 55589 307308 120768 232647 186540 2844012 3196944 0 0 0 19219 470654 470654 4525811 5149221 91096 238778 0 0 253768 192955 0 0 0 0 0 0 0 0 0 0 596432 596432 941296 1028165 X 3584515 4121056 3584515 4121056 4525811 5149221 430047 106494 0 X false false false 0 false OSCPA POLITICAL ACTION COMMITTEE 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731255288 0 19750 false false true 1172247 70516 -56987 13529 140670 -127141 Schedule C, Part I-A, Line 1 Description of Political Activities POLITICAL ACTIVITY INCLUDES ONLY COLLECTION AND TRANSFER OF MEMBERS' VOLUNTARY CONTRIBUTIONS TO THE OSCPA POLITICAL ACTION COMMITTEE. SEE SCHEDULE C, PART I-C. 220790 11068 15513 29200 218171 250545 11144 -23084 17815 220790 348378 10055 -69131 38757 250545 265142 38559 68677 24000 348378 396760 19116 -35117 29400 86217 265142 0.0 1.0 0.0 false true true 162066 34678 127388 145242 86090 59152 186540 ROU Assets 470654 470654 Lease Liabilities 596432 596432 Schedule D, Part V, Line 4 Intended uses of endowment funds The organization receives benefits from the endowments reported in Part V, which are held by their related entity, OSCPA - Educational Foundation. X X X X false false false BLAINE M PETERSON PRESIDENT & CEO 169264 0 0 0 0 0 14737 0 11065 0 195066 0 0 0 Form 990, Part VI, Line 1a Material differences in voting rights THE EXECUTIVE COMMITTEE SHALL MEET AT THE CALL OF THE PRESIDENT. IT SHALL ACT AS AN ADVISOR TO THE PRESIDENT AND AID THE STAFF IN CARRYING OUR THE POLICIES OF THE BOARD OF DIRECTORS AND IN ADMINISTERING THE AFFAIRS OF THE SOCIETY. THE EXECUTIVE COMMITTEE HAS ONLY SUCH AUTHORITY AS THE BOARD OF DIRECTORS MAY GRANT. Form 990, Part VI, Line 6 Classes of members or stockholders THE THREE CLASSES OF MEMBERS ARE FELLOW MEMBER, ASSOCIATE MEMBER, AND STUDENT MEMBER. A FELLOW MEMBER IS ONE WHO HOLDS A CERTIFICATE IN GOOD STANDING AS A CERTIFIED PUBLIC ACCOUNTANT. AN ASSOCIATE MEMBER IS A CPA EXAMINATION CANDIDATE WHO SITS FOR THE CPA EXAMINATION AT LEAST ANNUALLY. A STUDENT MEMBER IS A STUDENT WITH AN INTEREST IN ACCOUNTING ENROLLED EITHER FULL TIME OR PART TIME AT AN ACCREDITED COLLEGE OR UNIVERSITY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body FELLOW MEMBERS - CPAS LICENSED UNDER THE OKLAHOMA ACCOUNTANCY ACT WITH LICENSES IN GOOD STANDING WITH THE OKLAHOMA ACCOUNTANCY BOARD ENROLL WITH THE OSCPA AND HAVE VOTING RIGHTS. THE OTHER CLASSES OF MEMBERS DO NOT HAVE VOTING RIGHTS. FELLOW MEMBERS ELECT THE OFFICERS AND DIRECTORS-AT-LARGE BY A MAJORITY VOTE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders FELLOW MEMBERS MAY ALSO REMOVE AN OFFICER OR DIRECTOR BY A VOTE OF AT LEAST THREE-FOURTHS OF THE MEMBERS PRESENT AT ANY SPECIAL MEETING OF MEMBERS AT WHICH A QUORUM EXISTS, CALLED FOR THAT PURPOSE. Form 990, Part VI, Line 11b Review of form 990 by governing body THE RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE RETURN IS REVIEWED INTERNALLY BY MANAGEMENT. THE RETURN IS THEN PROVIDED TO THE TREASURER OF THE BOARD AND THE EXECUTIVE COMMITTEE VIA EMAIL FOR REVIEW PRIOR TO THE ORGANIZATION FILING THE RETURN WITH THE IRS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE'S COMPENSATION IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE PRESIDENT & CEO'S EVALUATION AND COMPENSATION RECOMMENDATION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE'S MEETING MINUTES. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S BY-LAWS ARE FOUND ON ITS WEBSITE. THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. OKLAHOMA SOCIETY OF CPA'S EDUCATIONAL FOUNDATION 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731339781 EDUCATION OK 501(c)(3) 7 OSCPA true OKLAHOMA SOCIETY OF CPA'S POLITICAL ACTION COMMIT 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731255288 POLITICAL OK 527 OSCPA true false false false false false false false false false false false false false false false false false true true