Civic Intelligence

Oakland County Pioneer And

EIN 38-1846291 • 501(c)3 • Pontiac, MI

Profile

To preserve and convey the history of oakland county mi

405 Cesar E Chavez AvePontiac, MI 48342

www.ocphs.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$43,250

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 33.2% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

84th percentile

35%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$731,465

Up $189,430 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$731,465

Up $189,430 (+35%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin16th percentile

Revenue

Down

$130,250

Down $289,818 (-69%) from 2023

Expenses

Down

$154,832

Down $7,971 (-4.9%) from 2023

Net Income

Down

-$24,582

Down $281,847 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$800K$600K$400K$200K$0Assets 2010: $299,506Liabilities 2010: $0Net Assets 2010: $299,5062010Assets 2011: $317,390Net Assets 2011: $317,3902011Assets 2012: $317,709Net Assets 2012: $317,7092012Assets 2013: $300,060Liabilities 2013: $02013Assets 2014: $299,500Liabilities 2014: $02014Assets 2015: $359,897Liabilities 2015: $02015Assets 2016: $358,542Liabilities 2016: $02016Assets 2017: $365,848Liabilities 2017: $02017Assets 2018: $351,562Liabilities 2018: $02018Assets 2019: $337,861Liabilities 2019: $02019Assets 2020: $366,755Liabilities 2020: $0Net Assets 2020: $366,7552020Assets 2021: $337,815Liabilities 2021: $0Net Assets 2021: $337,8152021Assets 2022: $566,214Liabilities 2022: $0Net Assets 2022: $566,2142022Assets 2023: $542,035Liabilities 2023: $0Net Assets 2023: $542,0352023Assets 2024: $731,465Liabilities 2024: $0Net Assets 2024: $731,4652024

Highlighted filing

2024

Assets$731,465
Liabilities$0
Net Assets$731,465
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $41,3182010Revenue 2011: $135,405Expenses 2011: $117,521Net Income 2011: $17,8842011Revenue 2012: $50,138Expenses 2012: $49,820Net Income 2012: $3182012Revenue 2013: $48,843Expenses 2013: $66,492Net Income 2013: -$17,6492013Revenue 2014: $59,487Expenses 2014: $60,047Net Income 2014: -$5602014Revenue 2015: $62,235Expenses 2015: $51,838Net Income 2015: $10,3972015Revenue 2016: $46,841Expenses 2016: $48,196Net Income 2016: -$1,3552016Revenue 2017: $61,624Expenses 2017: $64,318Net Income 2017: -$2,6942017Revenue 2018: $72,500Expenses 2018: $80,919Net Income 2018: -$8,4192018Revenue 2019: $70,209Expenses 2019: $90,584Net Income 2019: -$20,3752019Revenue 2020: $122,143Expenses 2020: $93,249Net Income 2020: $28,8942020Revenue 2021: $85,926Expenses 2021: $114,866Net Income 2021: -$28,9402021Revenue 2022: $359,537Expenses 2022: $131,138Net Income 2022: $228,3992022Revenue 2023: $420,068Expenses 2023: $162,803Net Income 2023: $257,2652023Revenue 2024: $130,250Expenses 2024: $154,832Net Income 2024: -$24,5822024

Highlighted filing

2024

Revenue$130,250
Expenses$154,832
Net Income-$24,582
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$731,465
Liabilities
$0
Net assets
$731,465
Revenue
$130,250
Expenses
$154,832
Net income
-$24,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$1.30$1.55$0.25
2023Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$4.20$1.63$2.57
2022Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$3.60$1.31$2.28
2021Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.86$1.15$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$1.22$0.93$0.29
2019Summary only. Only limited summary data is available for this year.$3.38$0.00$0.70$0.91$0.20
2018Summary only. Only limited summary data is available for this year.$3.52$0.00$0.73$0.81$0.08
2017Summary only. Only limited summary data is available for this year.$3.66$0.00$0.62$0.64$0.03
2016Summary only. Only limited summary data is available for this year.$3.59$0.00$0.47$0.48$0.01
2015Summary only. Only limited summary data is available for this year.$3.60$0.00$0.62$0.52$0.10
2014Summary only. Only limited summary data is available for this year.$3.00$0.00$0.59$0.60$0.01
2013Summary only. Only limited summary data is available for this year.$3.00$0.00$0.49$0.66$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$3.18$0.50$0.50$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$3.17$1.35$1.18$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.00$3.00$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$155,022
Mission and Program Overview

Mission

To preserve and convey the history of oakland county mi

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$234,826$698,315▲ $463,489
Savings and Temporary Cash Investments$210,007--
Land, Buildings, and Equipment, Net$65,550--
Cash and Non-Interest-Bearing Accounts$31,652$31,329▼ $323
Total Assets$542,035$731,465▲ $189,430
Other Assets Total-$1,821-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$542,035$731,465▲ $189,430
Total Net Assets Fund Balance$542,035$731,465▲ $189,430
Total Liabilities and Net Assets / Fund Balance$542,035$731,465▲ $189,430
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleBaseTotal
Evan MonaghanDirector$43,250$43,250

Board Members and Trustees

NameTitle
Connor NewtonPresident
Barbara HofmannDirector
Dyann HayesDirector
Gwen MarkhamDirector
Linda PorterDirector
Nancy CalendineDirector
Rita SkiDirector
Rosie RichardsonDirector
Sara KenwardDirector
William GrandstaffDirector
Dave Decker1st Vice Pre
Roger ZellerSecond Vice
Barbara FryeSecretary
Joy DockhamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,493
Program Service Revenue
$47,375
Investment Income
$35,382
Other Revenue
$0
All Other Contributions
$41,875
Change in Net Assets
$-24,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,347
Salaries, Compensation, and Employee Benefits$63,485
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$43,250-$43,250
Occupancy$30,967--$30,967
Other Salaries and Wages-$15,150-$15,150
Insurance$14,380--$14,380
Other Expenses$5,230--$5,230
Payroll Taxes-$5,085-$5,085
Office Expenses$4,023--$4,023
Advertising$2,728--$2,728
Fees for Services Other-$1,270-$1,270
Fees for Services Accounting-$700-$700
All Other Expenses$318--$318
Total Functional Expenses$89,377$65,455$0$154,832
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Oakland County Pioneer and
EIN
38-1846291
Phone
2483386732
Address
405 CESAR E CHAVEZ AVE, PONTIAC, MI 48342
Doing Business As
Oakland County Historical Society

Signing Officer

Name
Connor Newton
Title
President
Phone
2483386732
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Connor Newton
Voting Board Members
15
Independent Board Members
15
Employees
2

Preparer

Firm
The Chadwick Group Pc
Address
344 S BROADWAY, LAKE ORION, MI 48362
Preparer
Donald J Chadwick CPA
Phone
2486938600
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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/ProgSrvcAccomActy3Grp/Desc0RESEARCH SERVICES & PUBLICATIONS:PROVIDE ACCESS TO COLLECTION OF HISTORICAL RECORDS AND ARTIFACTS FOR EDUCATION AND ENJOYMENT OF MEMBERS AND PUBLIC. RESEARCH QUERIES(APPX. 75 IN 2019)RE: PEOPLE, PLACES & EVENTS.PUBLISH QUARTERLY NEWSLETTER (CIRC 400); HISTORY THEMED CALANDER;BOOKS & COMPILATIONS OF HISTORICAL DATA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKLAND COUNTY PIONEER AND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE ORION
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD J CHADWICK CPA
ReturnHeader/ReturnTs02025-11-13T17:09:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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