2026-03-11T09:32:04-04:00 2025-04-30 731293012 BRISCOE BURKE & GRIGSBY LLP 4120 E 51ST STREET TULSA OK 741353639 990 2024-05-01 730689320 OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS OKLA 4058413800 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 BLAINE M PETERSON PRESIDENT & CEO 4058413800 2026-03-09 true true JOSHUA J WINZER CPA P02222732 9187498337 2026-03-09 2024 2025-03-06 01:10:19Z BLAINE M PETERSON 5925299 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. 19 19 13 19 30126 0 2291226 2157067 256794 348608 94768 116171 2642788 2621846 0 0 941395 1156708 0 0 1271346 1168847 2212741 2325555 430047 296291 5149221 5620646 1028165 1225060 4121056 4395586 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). 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 8 0 13 true true true false false false true true false false false X 19 19 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 BLAINE M PETERSON PRESIDENT & 40.00 2.00 X 193383 0 28744 STEPHANIE TROUGAKOS COO 40.00 X 127992 0 19478 ANGELA BAKER SECRETARY 1.00 X X 0 0 0 DOROTHY CARSON DIRECTOR 1.00 X 0 0 0 JOHN CLOUSE CHAPTER PRES 1.00 X 0 0 0 LORI EHARDT CHAPTER PRES 1.00 X 0 0 0 JOSH ELDER CHAIRMAN-ELE 1.00 X X 0 0 0 ASHLEY FOGLE DIRECTOR 1.00 X 0 0 0 AUSTIN FOUST DIRECTOR 1.00 X 0 0 0 BUCK FRANCIS DIRECTOR 1.00 X 0 0 0 RODNEY GOODNER CHAPTER PRES 1.00 X 0 0 0 ARA GRIGORIAN DIRECTOR 1.00 X 0 0 0 ROSS MCKINNEY CHAIRMAN 1.00 X X 0 0 0 CARLA MEYER DIRECTOR 1.00 X 0 0 0 MARK NEUMEISTER VICE CHAIR 1.00 X X 0 0 0 JACOB PASBY TREASURER 1.00 X X 0 0 0 VICKY PETETE IMMEDIATE PA 1.00 X X 0 0 0 DILLON POTTER CHAPTER PRES 1.00 X 0 0 0 LARRY SMITH CHAPTER PRES 1.00 X 0 0 0 JOSEPH SPARKS CHAPTER PRES 1.00 X 0 0 0 DARLA J YOUNG CHAPTER PRES 1.00 X 0 0 0 321375 48222 2 false true false MEMBERSHIP DUES 812900 1107540 1107540 CONFERENCES & SEMINARS 611600 499595 499595 CONTINUING PROFESSIONAL EDUCA 611600 332956 332956 QUALITY REVIEW 541900 216976 216976 2157067 150491 150491 27614 27614 3306409 195161 3303453 2956 195161 198117 198117 MISC. REVENUE 900099 58431 58431 CPAFOCUS/OSCPA WIRE 541800 30126 30126 88557 2621846 2215498 30126 376222 222127 745763 38299 79391 71128 41811 24877 68435 48531 135232 94591 20866 408256 43124 7483 PEER REVIEW 83006 CREDIT CARD FEES 80977 MEMBER SVCS - MEALS & TRA 50087 MEMBER SVCS - LEGISLATIVE 28061 33510 2325555 0 0 0 704742 737989 515533 833756 55589 57997 320073 156418 186540 163655 3196944 3485334 19219 11745 470654 330170 5149221 5620646 238778 273354 4322 192955 303140 596432 644244 1028165 1225060 X 4121056 4395586 4121056 4395586 5149221 5620646 296291 -22507 746 X false false false false OSCPA POLITICAL ACTION COMMITTEE 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731255288 16205 false false true 1107540 28061 28061 88603 -60542 SCHEDULE C, PART IV POLITICAL ACTIVITY INCLUDES ONLY COLLECTION AND TRANSFER OF MEMBERS' VOLUNTARY CONTRIBUTIONS TO THE OSCPA POLITICAL ACTION COMMITTEE. SEE SCHEDULE C, PART I-C. 218171 9000 16148 16400 226919 220790 11068 15513 29200 218171 250545 11144 -23084 17815 220790 348378 10055 -69131 38757 250545 265142 38559 68677 24000 348378 1.00000 false true true 171628 58472 113156 148445 97946 50499 163655 ROU ASSETS 321413 SECURITY DEPOSITS 8757 330170 LEASE LIABILITIES 434944 ACCRUED EXPENSES 209300 644244 SCHEDULE D, PAGE 2, PART V, LINE 4 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 193383 16977 11767 222127 FORM 990, PAGE 6, PART VI 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 OUT 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, PAGE 6, PART VI, LINE 6 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, PAGE 6, PART VI, LINE 7A 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, PAGE 6, PART VI, LINE 7B FELLOW MEMBERS MAY ALSO REMOVE AN OFFICER OR DIRECTOR BY A VOTE OF AT LEAST THREEFOURTHS OF THE MEMBERS PRESENT AT ANY SPECIAL MEETING OF MEMBERS AT WHICH A QUORUM EXISTS, CALLED FOR THAT PURPOSE. FORM 990, PAGE 6, PART VI, LINE 11B 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, PAGE 6, PART VI, LINE 15A 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, PAGE 6, PART VI, LINE 19 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. OSCPA EDUCATIONAL FOUNDATION 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731339781 EDUCATION OK 501C3 7 N/A true OSCPA PAC 5201 N SHARTEL AVE OKLAHOMA CITY OK 73118 731255288 POLITICAL OK 527 PO N/A true false false false false false false false false false false false true false false false false false true true