Nonprofit · EIN 73-0689320
OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Tax-exempt · OKLAHOMA CITY, OK 73118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $2,621,846 | $2,325,555 | $296,291 | $5,620,646 | $1,225,060 | $4,395,586 |
| April 30, 2024 | 990 | $2,642,788 | $2,212,741 | $430,047 | $5,149,221 | $1,028,165 | $4,121,056 |
| April 30, 2023 | 990 | $2,487,456 | $2,232,519 | $254,937 | $4,525,811 | $941,296 | $3,584,515 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,157,067
- Investment income
- $348,608
- Royalties
- $27,614
- Net gain from sales of assets
- $198,117
- Other revenue
- $116,171
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $222,127
- Other salaries and wages
- $745,763
- Salaries, compensation and benefits (total)
- $1,156,708
- Professional fundraising fees
- $0
- Accounting fees
- $41,811
- Occupancy
- $94,591
- Travel
- $20,866
- Depreciation
- $43,124
Balance sheet and other
- Total assets, start of year
- $5,149,221
- Total assets, end of year
- $5,620,646
- Total liabilities, end of year
- $1,225,060
- Net assets, end of year
- $4,395,586
- Land, buildings and equipment
- $163,655
- Publicly traded securities
- $3,485,334
- Net assets without donor restrictions
- $4,395,586
- Gross unrelated business income
- $30,126
- Gross receipts
- $5,925,299
- Employees
- 13
- Volunteers
- 19
- Year formed
- 1918
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BLAINE M PETERSON | PRESIDENT & Officer | 40 | $193,383 | $28,744 |
| STEPHANIE TROUGAKOS | COO Highest-paid employee | 40 | $127,992 | $19,478 |
| ANGELA BAKER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DOROTHY CARSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN CLOUSE | CHAPTER PRES Trustee or director | 1 | $0 | $0 |
| LORI EHARDT | CHAPTER PRES Trustee or director | 1 | $0 | $0 |
| JOSH ELDER | CHAIRMAN-ELE Trustee or director, Officer | 1 | $0 | $0 |
| ASHLEY FOGLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AUSTIN FOUST | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BUCK FRANCIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RODNEY GOODNER | CHAPTER PRES Trustee or director | 1 | $0 | $0 |
| ARA GRIGORIAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSS MCKINNEY | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| CARLA MEYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK NEUMEISTER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACOB PASBY | TREASURER Trustee or director, Officer | 1 | $0 |
| VICKY PETETE | IMMEDIATE PA Trustee or director, Officer | 1 | $0 |
| DILLON POTTER | CHAPTER PRES Trustee or director | 1 | $0 |
| LARRY SMITH | CHAPTER PRES Trustee or director | 1 | $0 |
| JOSEPH SPARKS | CHAPTER PRES Trustee or director | 1 | $0 |
| DARLA J YOUNG | CHAPTER PRES Trustee or director | 1 | $0 |
990 for the year ended April 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BLAINE M PETERSON | PRESIDENT & CEO Officer | 40 | $169,264 | $25,802 |
| STEPHANIE TROUGAKOS | COO Highest-paid employee | 40 | $112,941 | $17,536 |
| JACOB E PASBY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JANESE SHEPARD | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOSH L ELDER | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| MARK NEUMEISTER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ROSS MCKINNEY | CHAIRMAN-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| VICKY C PETETE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| ANGELA BAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AUSTIN FOUST | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEAU BARNES | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| BETTY SCHUMACHER | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| BUCK FRANCIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARLA MEYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARLA J YOUNG | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| DEAN MILLS | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| DILLON POTTER | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| JONATHAN GAUSS | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| KELLY BERKSTRESSER | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| LADONNA SINNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LARRY T SMITH | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| MARK NEUMEISTER | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| MARK WALTERS | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| MARY E ALCORN | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| MIKE DENNEY | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| RODNEY HUSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SEAN MARLEY | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| Jane Haskin | AICPA Council Representative Officer | 1 | $0 | $0 |
990 for the year ended April 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Blaine M Peterson | President & CEO Officer | 40 | $159,073 | $24,082 |
| Stephanie Trougakos | COO Highest-paid employee | 40 | $110,731 | $16,506 |
| Janese Shepard | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| Vicky C Petete | Chairman-Elect Trustee or director, Officer | 1 | $0 | $0 |
| Ross A McKinney | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 |
| JOSHUA JOSH L ELDER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| Mark Neumeister | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| Sharon L Haley | Immediate Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Lisa Anderson | DIRECTOR Trustee or director | 1 | $0 | $0 |
| Rachel B Johnson | DIRECTOR Trustee or director | 1 | $0 | $0 |
| Jacob E Pasby | DIRECTOR Trustee or director | 1 | $0 | $0 |
| Angela Baker | DIRECTOR Trustee or director | 1 | $0 | $0 |
| Rodney Huss | Director Trustee or director | 1 | $0 | $0 |
| LaDonna Sinning | Director Trustee or director | 1 | $0 | $0 |
| Larry T Smith | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| Bree Montoya | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| Mary E Alcorn | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| Darla J Young | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| Mary Vaughn | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| Dillon Potter | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| Andrew Habiger | CHAPTER PRESIDENT Trustee or director | 1 | $0 | $0 |
| Mark Walters | Chapter President Trustee or director | 1 | $0 | $0 |
| ELIZABETH BETTY SCHUMACHER | Chapter President Trustee or director | 1 | $0 | $0 |
| Dean Mills | Chapter President Trustee or director | 1 | $0 | $0 |
| Mike Denney | Chapter President Trustee or director | 1 | $0 | $0 |
| Jonathan Gauss | Chapter President Trustee or director | 1 | $0 | $0 |
| Beau Barnes | Chapter President Trustee or director | 1 | $0 | $0 |
| Jane Haskin | AICPA Council Representative Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5201 N SHARTEL AVE, OKLAHOMA CITY, OK 73118-6026
- Principal officer (990 for 2024)
- BLAINE M PETERSON
- Signed the 990
- BLAINE M PETERSON, PRESIDENT & CEO
- Phone
- (405) 841-3800
- Website
- WWW.OSCPA.COM
- Return prepared by
- BRISCOE BURKE & GRIGSBY LLP
Mission
ORGANIZATION IS A BUSINESS SOCIETY WHICH SPONSORS CONTINUING PROFESSIONAL EDUCATION PROGRAMS FOR MEMBERS OF THE ACCOUNTING PROFESSION AND ADMINISTERS THE AICPA PEER REVIEW PROGRAM.
Program accomplishments
- 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).
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 73-0689320
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Group exemption
- 7130 (13 member organizations)
- Assets (IRS master file)
- $5,620,646
- Income (IRS master file)
- $5,925,299
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $2,621,846 | $2,325,555 | $5,620,646 | XML |
| 990 | April 2024 | $2,642,788 | $2,212,741 | $5,149,221 | XML |
| 990 | April 2023 | $2,487,456 | $2,232,519 | $4,525,811 | XML |
| 990 | April 2022 | $2,628,123 | $2,266,748 | $3,852,398 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-0689320).
Questions about OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
- What is the EIN of OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The employer identification number (EIN) of OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is 73-0689320.
- Is OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1986.
- Are donations to OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended April 30, 2025 names BLAINE M PETERSON.
- Who are the officers and directors of OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended April 30, 2025 lists 21 people; 2 received compensation from the organization, the highest $193,383 (BLAINE M PETERSON, PRESIDENT &).
- How much revenue does OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $2,621,846, expenses of $2,325,555 and total assets of $5,620,646 at year end.
Organizations in its group exemption (13)
- OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 73-1376933 · OKLAHOMA CITY, OK · last filed 990 for 2025
- OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EIN 73-6098015 · TULSA, OK
Other nonprofits in OKLAHOMA CITY
- INTEGRIS BAPTIST MEDICAL CENTER INC EIN 73-1034824 · last filed 990 for 2025
- MERCY HOSPITAL OKLAHOMA CITY INC EIN 73-0579285 · last filed 990 for 2025
- OKLAHOMA CITY COMMUNITY FOUNDATION INC EIN 23-7024262 · last filed 990 for 2025
- FEED THE CHILDREN INC EIN 73-6108657 · last filed 990 for 2025
- INTEGRIS SOUTH OKLAHOMA CITY HOSPITAL CORPORATION EIN 73-1089149 · last filed 990 for 2025
- INTEGRIS RURAL HEALTH INC EIN 73-1444504 · last filed 990 for 2025
- INTEGRIS AMBULATORY CARE CORPORATION EIN 73-1192765 · last filed 990 for 2025
- DELTA DENTAL PLAN OF OKLAHOMA EIN 23-7322578 · last filed 990 for 2024