Civic Intelligence

Oakwood Historical Society Inc

EIN 23-7391667 • 501(c)3 • Dayton, OH

Profile

The organization was established to serve those who have an interest in the study and sharing of Oakwoods heritage. The mission is the research, preserve, publish and promote interest in the history of the City of Oakwood.

1947 Far Hills AveDayton, OH 45419-2536

www.oakwoodhistory.org

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

27th percentile

-14%

Higher net margin than 27% 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

58th percentile

1.9%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

-0.2%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$459,222

Up $8,578 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$459,222

Up $8,578 (+1.9%) from 2023

Revenue

Down

$53,385

Down $93 (-0.2%) from 2023

Expenses

Down

$60,812

Down $10,162 (-14%) from 2023

Net Income

Up

-$7,427

Up $10,069 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $347,291Liabilities 2010: $7Net Assets 2010: $347,2842010Assets 2011: $345,241Liabilities 2011: $14Net Assets 2011: $345,2272011Assets 2012: $336,354Liabilities 2012: $0Net Assets 2012: $336,3542012Assets 2013: $316,075Liabilities 2013: $0Net Assets 2013: $316,0752013Assets 2014: $418,523Liabilities 2014: $0Net Assets 2014: $418,5232014Assets 2015: $404,613Liabilities 2015: $0Net Assets 2015: $404,6132015Assets 2016: $401,653Liabilities 2016: $0Net Assets 2016: $401,6532016Assets 2017: $412,363Liabilities 2017: $0Net Assets 2017: $412,3632017Assets 2018: $417,802Liabilities 2018: $0Net Assets 2018: $417,8022018Assets 2019: $442,302Liabilities 2019: $0Net Assets 2019: $442,3022019Assets 2020: $453,533Liabilities 2020: $0Net Assets 2020: $453,5332020Assets 2021: $495,226Liabilities 2021: $0Net Assets 2021: $495,2262021Assets 2022: $442,963Liabilities 2022: $0Net Assets 2022: $442,9632022Assets 2023: $450,644Liabilities 2023: $0Net Assets 2023: $450,6442023Assets 2024: $459,222Liabilities 2024: $0Net Assets 2024: $459,2222024

Highlighted filing

2024

Assets$459,222
Liabilities$0
Net Assets$459,222

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $26,8052010Expenses 2011: $25,9262011Expenses 2012: $28,2982012Revenue 2013: $8,660Expenses 2013: $28,939Net Income 2013: -$20,2792013Revenue 2014: $21,544Expenses 2014: $35,797Net Income 2014: -$14,2532014Revenue 2015: $12,719Expenses 2015: $26,629Net Income 2015: -$13,9102015Revenue 2016: $23,404Expenses 2016: $26,364Net Income 2016: -$2,9602016Revenue 2017: $44,666Expenses 2017: $33,956Net Income 2017: $10,7102017Revenue 2018: $38,950Expenses 2018: $33,511Net Income 2018: $5,4392018Revenue 2019: $40,129Expenses 2019: $50,413Net Income 2019: -$10,2842019Revenue 2020: $25,250Expenses 2020: $36,306Net Income 2020: -$11,0562020Revenue 2021: $73,123Expenses 2021: $31,430Net Income 2021: $41,6932021Revenue 2022: $39,756Expenses 2022: $43,278Net Income 2022: -$3,5222022Revenue 2023: $53,478Expenses 2023: $70,974Net Income 2023: -$17,4962023Revenue 2024: $53,385Expenses 2024: $60,812Net Income 2024: -$7,4272024

Highlighted filing

2024

Revenue$53,385
Expenses$60,812
Net Income-$7,427

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.53$0.61$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.53$0.71$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.40$0.43$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.73$0.31$0.42
2020Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.25$0.36$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.40$0.50$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.39$0.34$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.45$0.34$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.23$0.26$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.13$0.27$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.22$0.36$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.09$0.29$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.00$3.36$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.00$3.45$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.00$3.47$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$58,038
Mission and Program Overview

Mission

The organization was established to serve those who have an interest in the study and sharing of Oakwood's heritage. The mission is to research, preserve, publish and promote interest in the history of the City of Oakwood.

The organization was established to serve those who have an interest in the study and sharing of Oakwoods heritage. The mission is the research, preserve, publish and promote interest in the history of the City of Oakwood.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$450,644$459,222▲ $8,578
Investments Program Related$276,736$271,886▼ $4,850
Land, Buildings, and Equipment, Net$161,388$166,313▲ $4,925
Cash and Non-Interest-Bearing Accounts$12,520$21,023▲ $8,503
Total Assets$450,644$459,222▲ $8,578
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$450,644$459,222▲ $8,578
Total Liabilities and Net Assets / Fund Balance$450,644$459,222▲ $8,578

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$134,720$98,139$232,859
Land$31,593-$31,593
Investment Program Related Org$271,886--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeremiah JenkinsPresident
Jill BrooksDirector
Sotheavy JenkinsDirector
Tanya DickieDirector
Ann FebusCRM Administrator
Leigh TurbenDonor Services
Linda PearsonEducation Coordinator
Karen BartleySecretary
Debra SchenkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,778
Program Service Revenue
$20,110
Investment Income
$7,146
Other Revenue
$2,351
All Other Contributions
$14,863
Change in Net Assets
$-7,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,812
Total Fundraising Expense$59
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$37,582--$37,582
Depreciation Depletion$5,890--$5,890
Insurance$5,447--$5,447
Fees for Service Investment Mgmnt Fees-$3,001-$3,001
Fees for Services Other$1,600--$1,600
Office Expenses$1,411--$1,411
All Other Expenses$1,299--$1,299
Other Expenses$628$100$59$628
Fees for Services Accounting-$450-$450
Advertising$9--$9
Total Functional Expenses$57,202$3,551$59$60,812
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,312
Fundraising Direct Expenses$4,402
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
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Information will be made available upon request by phoning the organization.

Member election for additional members Part VI line 7A

Information will be made available upon request by phoning the organization.

Governing body decisions Part VI line 7B

The Board votes on important decisions of the organizatio.

Form 990 governing body review Part VI line 11

The 990 is to be reviewed by the Treasurer before it is filed.

Conflict of interest policy compliance Part VI line 12C

The organization has a Conflict of Interest Resolution Policy which can be obtained by phoning the organization.

Form 990 availability to public Part VI line 18

All documents will be made available upon request by phoning the organization.

Governing documents etc available to public Part VI line 19

Information will be made available upon request by phoning the organization. All documents will be made available upon request by phoning the organization.

Filing and Contact Details

Filer

Filer Name
Oakwood Historical Society Inc
EIN
23-7391667
In Care Of
% DEBRA SCHENK
Phone
9372993793
Address
1947 FAR HILLS AVE, Dayton, OH 45419-2536

Signing Officer

Name
Debra Schenk
Title
Treasurer
Phone
9372993793
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
20

Preparer

Firm
Far Hills Accounting Services LLC
Address
4601 PRESIDENTIAL WAY, Dayton, OH 45429
Preparer
Lucinda Hacker
Phone
9372933184
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IRS990/ProgramServiceRevenueGrp/Desc2WRIGHT AT HOME
IRS990/ProgramServiceRevenueGrp/Desc3WOODLAND TOUR
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113745
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24745
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3500
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IRS990/PYGrantsAndSimilarPaidAmt045
IRS990/PYInvestmentIncomeAmt06973
IRS990/PYOtherExpensesAmt070929
IRS990/PYOtherRevenueAmt010827
IRS990/PYProgramServiceRevenueAmt016839
IRS990/PYRevenuesLessExpensesAmt0-17496
IRS990/PYTotalExpensesAmt070974
IRS990/PYTotalRevenueAmt053478
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0459222
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019238
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06973
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033559
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04689
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058848
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IRS990ScheduleA/PublicSupportPY170Pct00.49890
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019238
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt099567
IRS990ScheduleA/TotalSupportAmt0158415
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt098139
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0232859
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0271886
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0Funds at Dayton Foundation
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt031593
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information will be made available upon request by phoning the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information will be made available upon request by phoning the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board votes on important decisions of the organizatio.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 990 is to be reviewed by the Treasurer before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization has a Conflict of Interest Resolution Policy which can be obtained by phoning the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All documents will be made available upon request by phoning the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Information will be made available upon request by phoning the organization. All documents will be made available upon request by phoning the organization.
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/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057202
IRS990/TotalFunctionalExpensesGrp/TotalAmt060812
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0450644
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0459222
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt057202
IRS990/TotalProgramServiceRevenueAmt020110
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01910
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027697
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053385
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0450644
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0459222
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.OAKWOODHISTORY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA SCHENK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09372993793
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKWOOD HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKW
ReturnHeader/Filer/EIN0237391667
ReturnHeader/Filer/InCareOfNm0% DEBRA SCHENK
ReturnHeader/Filer/PhoneNum09372993793
ReturnHeader/Filer/USAddress/AddressLine1Txt01947 FAR HILLS AVE
ReturnHeader/Filer/USAddress/CityNm0Dayton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0454192536
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FAR HILLS ACCOUNTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04601 PRESIDENTIAL WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton

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