Civic Intelligence

Oral History Association

EIN 13-6272104 • 501(c)3 • Waco, TX

Profile

To provide a means for effective cooperation among people concerned with documenting and preserving oral history and to disseminate information about oral history.

One Bear Place 97176Waco, TX 76798-7176

oralhistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.07x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.25x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

34th percentile

-1.7%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$1,020,492

Up $112,682 (+12%) from 2023

Liabilities

Down

$74,809

Down $5,263 (-6.6%) from 2023

Net Assets

Up

$945,683

Up $117,945 (+14%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin34th percentile

Revenue

Down

$300,955

Down $204,665 (-40%) from 2023

Expenses

Down

$306,138

Down $216,962 (-41%) from 2023

Net Income

Up

-$5,183

Up $12,297 (+70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $384,129Liabilities 2011: $0Net Assets 2011: $384,1292011Assets 2012: $385,506Liabilities 2012: $0Net Assets 2012: $385,5062012Assets 2013: $364,491Liabilities 2013: $0Net Assets 2013: $364,4912013Assets 2014: $488,464Liabilities 2014: $0Net Assets 2014: $488,4642014Assets 2015: $531,554Liabilities 2015: $0Net Assets 2015: $531,5542015Assets 2016: $555,259Liabilities 2016: $0Net Assets 2016: $555,2592016Assets 2017: $590,187Liabilities 2017: $0Net Assets 2017: $590,1872017Assets 2018: $656,382Liabilities 2018: $0Net Assets 2018: $656,3822018Assets 2019: $712,750Liabilities 2019: $0Net Assets 2019: $712,7502019Assets 2020: $841,581Liabilities 2020: $0Net Assets 2020: $841,5812020Assets 2021: $995,958Liabilities 2021: $0Net Assets 2021: $995,9582021Assets 2022: $905,678Liabilities 2022: $162Net Assets 2022: $905,5162022Assets 2023: $907,810Liabilities 2023: $80,072Net Assets 2023: $827,7382023Assets 2024: $1,020,492Liabilities 2024: $74,809Net Assets 2024: $945,6832024

Highlighted filing

2024

Assets$1,020,492
Liabilities$74,809
Net Assets$945,683
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $195,9652011Expenses 2012: $198,5192012Revenue 2013: $216,731Expenses 2013: $237,746Net Income 2013: -$21,0152013Revenue 2014: $354,065Expenses 2014: $247,757Net Income 2014: $106,3082014Revenue 2015: $395,769Expenses 2015: $352,679Net Income 2015: $43,0902015Revenue 2016: $394,824Expenses 2016: $371,119Net Income 2016: $23,7052016Revenue 2017: $434,299Expenses 2017: $399,371Net Income 2017: $34,9282017Revenue 2018: $337,122Expenses 2018: $254,622Net Income 2018: $82,5002018Revenue 2019: $365,155Expenses 2019: $381,658Net Income 2019: -$16,5032019Revenue 2020: $247,567Expenses 2020: $169,491Net Income 2020: $78,0762020Revenue 2021: $207,502Expenses 2021: $157,691Net Income 2021: $49,8112021Revenue 2022: $1,077,515Expenses 2022: $856,452Net Income 2022: $221,0632022Revenue 2023: $505,620Expenses 2023: $523,100Net Income 2023: -$17,4802023Revenue 2024: $300,955Expenses 2024: $306,138Net Income 2024: -$5,1832024

Highlighted filing

2024

Revenue$300,955
Expenses$306,138
Net Income-$5,183
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,020,492
Liabilities
$74,809
Net assets
$945,683
Revenue
$300,955
Expenses
$306,138
Net income
-$5,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.07$0.95$0.30$0.31$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.08$0.83$0.51$0.52$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$1.08$0.86$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.21$0.16$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.25$0.17$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.37$0.38$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.34$0.25$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.43$0.40$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.39$0.37$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.40$0.35$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.35$0.25$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.22$0.24$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 3, 2025
Return Version
2024v5.2
Gross Receipts
$300,955
Mission and Program Overview

Mission

To provide a means for effective cooperation among people concerned with documenting and preserving oral history and to disseminate information about oral history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$797,009$915,917▲ $118,908
Savings and Temporary Cash Investments$61,196$63,064▲ $1,868
Cash and Non-Interest-Bearing Accounts$24,826$18,344▼ $6,482
Accounts Receivable$8,794$16,973▲ $8,179
Prepaid Expenses and Deferred Charges$15,985$6,194▼ $9,791
Total Assets$907,810$1,020,492▲ $112,682
Liabilities
Deferred Revenue$51,110$46,750▼ $4,360
Accounts Payable and Accrued Expenses$28,962$28,059▼ $903
Total Liabilities$80,072$74,809▼ $5,263
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$827,738$945,683▲ $117,945
Total Net Assets Fund Balance$827,738$945,683▲ $117,945
Total Liabilities and Net Assets / Fund Balance$907,810$1,020,492▲ $112,682
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Kelly Elaine NaviesPast President
Troy F Reeves JrPresident
Sarah E MilliganVice Presidentpres Elect
Steven SielaffAssociate Director
Stephen SloanExecutive Director
Abby PerkissCouncil
Anna SheftelCouncil
Francine Spang-willisCouncil
Nishani FrazierCouncil
Shanna FarrellCouncil
Revenue and Support

Revenue Composition

Contributions and Grants
$117,624
Program Service Revenue
$159,604
Investment Income
$23,727
Other Revenue
$0
All Other Contributions
$28,859
Change in Net Assets
$-5,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$241,034
Salaries, Compensation, and Employee Benefits$47,194
Grants and Similar Amounts Paid$17,910
Total Fundraising Expense$1,708
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,774$5,607-$37,381
Information Technology$10,907$7,820$682$19,409
Conferences and Meetings$15,744--$15,744
Grants to Domestic Individuals$11,410--$11,410
Fees for Services Accounting-$8,096-$8,096
Fees for Services Other$7,924--$7,924
Travel$7,877--$7,877
Insurance$3,010$3,763$752$7,525
All Other Expenses$4,794$2,682-$7,476
Other Employee Benefits$5,920$1,045-$6,965
Other Expenses$1,399$6,726-$6,726
Foreign Grants$6,500--$6,500
Payroll Taxes$2,421$427-$2,848
Office Expenses$1,096$1,371$274$2,741
Advertising-$2,200-$2,200
Total Functional Expenses$264,693$39,737$1,708$306,138
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“Individual membership is open to those who support the objective of the association. Honorary members may be elected by the council of the association, with such privileges as the council may decide upon.”

Member election for additional members Part VI line 7A

“A nominating committee composed of six members can nominate one or more persons for prospective vacancies on the council.”

Governing body decisions Part VI line 7B

“A change to the constitution is the only decision that is subject to approval by the members.”

Form 990 governing body review Part VI line 11

“Form 990 is reviewed by the associations president and treasurer prior to filing. In the event of a vacancy in one or both of those board positions, the finance committee would review the form 990. Copies are provided to the council by email for their review and comment.”

Governing documents etc available to public Part VI line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oral History Association
EIN
13-6272104
In Care Of
% STEPHEN SLOAN
Phone
6156242688
Address
ONE BEAR PLACE 97176, WACO, TX 76798-7176

Signing Officer

Name
Stephen Sloan
Title
Executive Director
Phone
2547106290
Signed
2025-09-03
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
15

Preparer

Firm
Montgomery CPA PLLC
Address
412 Golden Bear Court Suite B208, Murfreesboro, TN 37128
Preparer
Tim Montgomery
Phone
6158958151
Raw XML AppendixShowing 400 of 467 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc1PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2CONTRIBUTIONSAWARDS
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
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IRS990/ProgramServiceRevenueGrp/Desc3OTHER INCOME
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IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUAL MEETING PROVIDED FOR THE BENEFIT OF ITS OVER 1,000 MEMBERS, OF WHICH 516 ATTENDEES REGISTERED FOR THE 2024 ANNUAL MEETING.
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IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0CASH
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt04
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0ORAL HISTORY SCHOLARSHIPS
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IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0OHA SCHOLARSHIP PROGRAM GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ANNUALLY OHA FORMS A SCHOLARSHIP COMMITTEE OF A GROUP OF MEMBERS WHO REVIEW, APPROVE AND OVERSEE DISTRIBUTIONS TO APPLICANTS WHO HAVE QUALIFIED FOR A SCHOLARSHIP AWARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDIVIDUAL MEMBERSHIP IS OPEN TO THOSE WHO SUPPORT THE OBJECTIVE OF THE ASSOCIATION. HONORARY MEMBERS MAY BE ELECTED BY THE COUNCIL OF THE ASSOCIATION, WITH SUCH PRIVILEGES AS THE COUNCIL MAY DECIDE UPON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A NOMINATING COMMITTEE COMPOSED OF SIX MEMBERS CAN NOMINATE ONE OR MORE PERSONS FOR PROSPECTIVE VACANCIES ON THE COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A CHANGE TO THE CONSTITUTION IS THE ONLY DECISION THAT IS SUBJECT TO APPROVAL BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY THE ASSOCIATIONS PRESIDENT AND TREASURER PRIOR TO FILING. IN THE EVENT OF A VACANCY IN ONE OR BOTH OF THOSE BOARD POSITIONS, THE FINANCE COMMITTEE WOULD REVIEW THE FORM 990. COPIES ARE PROVIDED TO THE COUNCIL BY EMAIL FOR THEIR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/TotalAssetsGrp/EOYAmt01020492

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