Civic Intelligence

The Oviedo Preservation Project Inc

EIN 20-3064045 • 501(c)3 • Oviedo, FL

Profile

To help people in and around Oviedo make well-informed decisions about preserving places, structures, and ideas that add value and character to the community.

6007 Lake Charm CircleOviedo, FL 32765

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$304,094

Up $203,972 (+204%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$304,094

Up $203,972 (+204%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

Up

$59,486

Up $40,062 (+206%) from 2016

Expenses

Down

$739

Down $2,855 (-79%) from 2016

Net Income

Up

$58,747

Up $42,917 (+271%) from 2016

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2010: $25,120Net Assets 2010: $25,1202010Assets 2011: $33,520Net Assets 2011: $33,5202011Assets 2012: $41,948Net Assets 2012: $41,9482012Assets 2013: $50,388Liabilities 2013: $02013Assets 2014: $73,231Liabilities 2014: $02014Assets 2015: $82,896Liabilities 2015: $02015Assets 2016: $100,122Net Assets 2016: $100,1222016Assets 2024: $304,094Liabilities 2024: $0Net Assets 2024: $304,0942024

Highlighted filing

2024

Assets$304,094
Liabilities$0
Net Assets$304,094
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2010: $5,148Expenses 2010: $323Net Income 2010: $4,8252010Revenue 2011: $11,697Expenses 2011: $3,297Net Income 2011: $8,4002011Revenue 2012: $12,821Expenses 2012: $4,393Net Income 2012: $8,4282012Revenue 2013: $14,325Expenses 2013: $5,885Net Income 2013: $8,4402013Revenue 2014: $27,793Expenses 2014: $4,950Net Income 2014: $22,8432014Revenue 2015: $18,672Expenses 2015: $3,700Net Income 2015: $14,9722015Revenue 2016: $19,424Expenses 2016: $3,594Net Income 2016: $15,8302016Revenue 2024: $59,486Expenses 2024: $739Net Income 2024: $58,7472024

Highlighted filing

2024

Revenue$59,486
Expenses$739
Net Income$58,747
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$304,094
Liabilities
$0
Net assets
$304,094
Revenue
$59,486
Expenses
$739
Net income
$58,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.59$0.01$0.59
2016Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.19$0.04$0.16
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.19$0.04$0.15
2014Summary only. Only limited summary data is available for this year.$0.73$0.00$0.28$0.05$0.23
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.14$0.06$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$0.13$0.04$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.34$0.12$0.03$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.25$0.05$0.00$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 11, 2025
Return Version
2024v5.0
Gross Receipts
$264,405
Mission and Program Overview

Mission

To Preserve Oviedo History.

To help people in and around Oviedo make well-informed decisions about preserving places, structures, and ideas that add value and character to the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$171,766$243,556▲ $71,790
Cash and Non-Interest-Bearing Accounts$14,193$60,538▲ $46,345
Total Assets$185,959$304,094▲ $118,135
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$185,959$304,094▲ $118,135
Total Net Assets Fund Balance$185,959$304,094▲ $118,135
Total Liabilities and Net Assets / Fund Balance$185,959$304,094▲ $118,135
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Robert PutnamPresident
Gloria DunmireVice President
Megan SladekExecutive Director
Deborah JepsonSecretary
Tom O'HanlonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,677
Program Service Revenue
$0
Investment Income
$55,809
Other Revenue
$0
All Other Contributions
$3,677
Change in Net Assets
$58,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$739
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$561--$561
Insurance$178--$178
Total Functional Expenses$739$0$0$739
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
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The Organization's top management official and top financial official each review the Form 990 prior to its filing with the IRS. A copy of the final Form 990 is also provided to the voting members of the Organization's governing body prior to its filing with the IRS.”

Form 990, Part VI, Section B, line 12C

“The Organization's conflict of interest policy is distributed to each member of the Organization's governing body, its officers, and its key employees on an annual basis. Each such individual provides an annual disclosure statement indicating that they have received, read, understood, and agreed to comply with the policy, certifying that: (1) they have no relationships or interests that present a conflict of interest, (2) they have one or more conflicts of interest that have been fully disclosed as required by the policy and have been properly administered in conformity with the policy, or (3) they have previously undisclosed conflicts of interest and disclosing the details of such conflicts. Any disclosure statements with previously undisclosed conflicts of interest are forwarded to appropriate Organization officials to take appropriate actions as required by the policy.”

Form 990, Part VI, Section C, line 19

“The Organization provides, upon request, copies of its Articles of Incorporation, bylaws, conflict of interest policy, and financial statements.”

Filing and Contact Details

Filer

Filer Name
The Oviedo Preservation Project Inc
EIN
20-3064045
Phone
4073658888
Address
6007 Lake Charm Circle, Oviedo, FL 32765

Signing Officer

Name
Megan Sladek
Title
Executive Director
Phone
4073658888
Signed
2025-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Megan Sladek
Formed
2005
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Batts Morrison Wales & Lee PA
Address
801 North Orange Avenue Suite 800, Orlando, FL 32801
Preparer
Michele M Wales CPA
Phone
4077706000
Raw XML Appendix299 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization's top management official and top financial official each review the Form 990 prior to its filing with the IRS. A copy of the final Form 990 is also provided to the voting members of the Organization's governing body prior to its filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization's conflict of interest policy is distributed to each member of the Organization's governing body, its officers, and its key employees on an annual basis. Each such individual provides an annual disclosure statement indicating that they have received, read, understood, and agreed to comply with the policy, certifying that: (1) they have no relationships or interests that present a conflict of interest, (2) they have one or more conflicts of interest that have been fully disclosed as required by the policy and have been properly administered in conformity with the policy, or (3) they have previously undisclosed conflicts of interest and disclosing the details of such conflicts. Any disclosure statements with previously undisclosed conflicts of interest are forwarded to appropriate Organization officials to take appropriate actions as required by the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization provides, upon request, copies of its Articles of Incorporation, bylaws, conflict of interest policy, and financial statements.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204193611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Batts Morrison Wales & Lee PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 North Orange Avenue Suite 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orlando
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04077706000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michele M Wales CPA
ReturnHeader/ReturnTs02025-04-02T08:53:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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