Civic Intelligence

Preserving Oklahomas Legacy Institute

EIN 27-0168687 • 501(c)3 • Tulsa, OK

Profile

To provide an education vehicle for the collection, preservation and dissemination of the oral histories of well known oklahoma leaders and participants in education, business and industry, civic affairs, the arts, media, philanthropy and historical events.

4310 East 79th StreetTulsa, OK 74136

www.voicesofoklahoma.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

12th percentile

-72%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

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 2014

Asset Growth

15th percentile

-70%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,194

Down $18,923 (-70%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$8,194

Down $18,923 (-70%) from 2013

Operations
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$26,350

Down $16,051 (-38%) from 2013

Expenses

Down

$45,273

Down $22,468 (-33%) from 2013

Net Income

Up

-$18,923

Up $6,417 (+25%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$60K$40K$20K$0Assets 2012: $52,457Net Assets 2012: $52,4572012Assets 2013: $27,117Net Assets 2013: $27,1172013Assets 2014: $8,194Net Assets 2014: $8,1942014

Highlighted filing

2014

Assets$8,194
Liabilities-
Net Assets$8,194
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100K$50K$0-$50KRevenue 2012: $70,703Expenses 2012: $55,140Net Income 2012: $15,5632012Revenue 2013: $42,401Expenses 2013: $67,741Net Income 2013: -$25,3402013Revenue 2014: $26,350Expenses 2014: $45,273Net Income 2014: -$18,9232014

Highlighted filing

2014

Revenue$26,350
Expenses$45,273
Net Income-$18,923
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,194
Liabilities
-
Net assets
$8,194
Revenue
$26,350
Expenses
$45,273
Net income
-$18,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$8.19$8.19$26.4$45.3$18.9
2013Detailed filing. Detailed filing data is available for this year.$27.1$27.1$42.4$67.7$25.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.5$52.5$70.7$55.1$15.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Gross Receipts
$26,350
Mission and Program Overview

Mission

To provide an education vehicle for the collection, preservation and dissemination of the oral histories of well known oklahoma leaders and participants in education, business and industry, civic affairs, the arts, media, philanthropy and historical events.

Program Services

DescriptionGrantsExpenses
VOICES AND STORIES OF FAMOUS OKLAHOMANS AND ORDINARY CITIZENS ARE CAPTURED FOREVER IN THEIR OWN WORDS. OIL AND GAS, RANCHING, POLITICS, EDUCATION AND MORE ARE ALL VISITED IN THESE FAR-RANGING INTERVIEWS. STUDENTS RESEARCHING ANY OF THESE AREAS CAN LISTEN TO FIRST-PERSON ACCOUNTS OF THE WAY LIFE WAS AND DRAW FROM KNOWLEDGE THAT MAY GUIDE AND SHAPE THEIR FUTURE. IN ADDITION TO STUDENTS, ANY VISITOR WILL FEEL CLOSE TO HISTORY AS THEY LISTEN TO THESE PERSONAL REFLECTIONS.$45,273-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN FRETTEFounder/Direct.FT$0--
Filing and Contact Details

Filer

Filer Name
Preserving Oklahomas Legacy Institute
EIN
27-0168687
Phone
9182606101
Address
4310 EAST 79TH STREET, TULSA, OK 74136

Signing Officer

Name
John Frette
Title
Founder/Direct.
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Woodrum Tate & Associates PLLC
Address
321 S Boston Ste 200, Tulsa, OK 74103
Preparer
Thomas C Tate
Phone
9185844800
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $502”

Other Expenses.1

“website design $24049”

Other Expenses.2

“COMPUTER EXPENSE $1644”

Other Expenses.3

“MARKETING $1284”

Other Expenses.4

“OFFICE EXPENSE $503”

Other Expenses.5

“Dues & subscriptions $154”

Other Expenses.6

“SUPPLIES $60”

Other Expenses.7

“VIDEO PRODUCTION $60”

Other Expenses.8

“BANK FEES $25”

Raw XML Appendix144 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WOODRUM TATE ASSOCIATES
IRS990EZ/BooksInCareOfDetail/PhoneNum09185844800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0321 SOUTH BOSTON SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027117
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08194
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026350
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18923
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016992
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027117
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08194
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt026350
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027117
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08194
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027117
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08194
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN FRETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Founder/Direct.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028281
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE AN EDUCATION VEHICLE FOR THE COLLECTION, PRESERVATION AND DISSEMINATION OF THE ORAL HISTORIES OF WELL KNOWN OKLAHOMA LEADERS AND PARTICIPANTS IN EDUCATION, BUSINESS AND INDUSTRY, CIVIC AFFAIRS, THE ARTS, MEDIA, PHILANTHROPY AND HISTORICAL EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VOICES AND STORIES OF FAMOUS OKLAHOMANS AND ORDINARY CITIZENS ARE CAPTURED FOREVER IN THEIR OWN WORDS. OIL AND GAS, RANCHING, POLITICS, EDUCATION AND MORE ARE ALL VISITED IN THESE FAR-RANGING INTERVIEWS. STUDENTS RESEARCHING ANY OF THESE AREAS CAN LISTEN TO FIRST-PERSON ACCOUNTS OF THE WAY LIFE WAS AND DRAW FROM KNOWLEDGE THAT MAY GUIDE AND SHAPE THEIR FUTURE. IN ADDITION TO STUDENTS, ANY VISITOR WILL FEEL CLOSE TO HISTORY AS THEY LISTEN TO THESE PERSONAL REFLECTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045273
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045273
IRS990EZ/TotalProgramServiceExpensesAmt045273
IRS990EZ/TotalRevenueAmt026350
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.voicesofoklahoma.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt042397
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt070700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt079500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt064947
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0283894
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0283894
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt042397
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt070700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt079500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064947
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0283894
IRS990ScheduleA/TotalSupportAmt0283912
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1website design $24049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER EXPENSE $1644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARKETING $1284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE EXPENSE $503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & SUBSCRIPTIONS $154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7VIDEO PRODUCTION $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FRETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Founder/Direct.
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRESERVING OKLAHOMAS LEGACY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0270168687
ReturnHeader/Filer/PhoneNum09182606101
ReturnHeader/Filer/USAddress/AddressLine1Txt04310 EAST 79TH STREET
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Woodrum Tate & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321 S Boston Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074103
ReturnHeader/PreparerPersonGrp/PhoneNum09185844800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS C TATE
ReturnHeader/ReturnTs02015-05-18T11:19:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.