Civic Intelligence

Southwest Historical Foundation

990 • Fiscal year 2016 • EIN 47-0853407

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization ProfileN/A
35 Sunset Drive SWArdmore, OK 73401

(580) 226-3857

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

20th percentile

-9.9%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,856,148

Up $373,796 (+5.0%) from 2015

Net Assets

Up

$7,856,148

Up $373,796 (+5.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin20th percentile

Revenue

Down

$282,444

Down $52,292 (-16%) from 2015

Expenses

Down

$310,371

Down $12,169 (-3.8%) from 2015

Net Income

Down

-$27,927

Down $40,123 (-329%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $6,532,643Liabilities 2010: $0Net Assets 2010: $6,532,6432010Assets 2011: $6,348,143Liabilities 2011: $0Net Assets 2011: $6,348,1432011Assets 2012: $6,820,846Liabilities 2012: $0Net Assets 2012: $6,820,8462012Assets 2013: $7,785,988Liabilities 2013: $0Net Assets 2013: $7,785,9882013Assets 2014: $7,923,893Liabilities 2014: $0Net Assets 2014: $7,923,8932014Assets 2015: $7,482,352Liabilities 2015: $0Net Assets 2015: $7,482,3522015Assets 2016: $7,856,148Liabilities 2016: $0Net Assets 2016: $7,856,1482016Assets 2017: $8,050,468Liabilities 2017: $0Net Assets 2017: $8,050,4682017Assets 2018: $7,435,600Liabilities 2018: $0Net Assets 2018: $7,435,6002018Assets 2019: $8,677,418Liabilities 2019: $0Net Assets 2019: $8,677,4182019Assets 2020: $9,685,428Liabilities 2020: $0Net Assets 2020: $9,685,4282020Assets 2021: $10,989,175Liabilities 2021: $0Net Assets 2021: $10,989,1752021Assets 2022: $9,068,001Liabilities 2022: $0Net Assets 2022: $9,068,0012022Assets 2023: $10,062,872Liabilities 2023: $0Net Assets 2023: $10,062,8722023Assets 2024: $11,182,828Liabilities 2024: $0Net Assets 2024: $11,182,8282024Assets 2025: $12,333,018Liabilities 2025: $0Net Assets 2025: $12,333,0182025

Highlighted filing

2016

Assets$7,856,148
Liabilities$0
Net Assets$7,856,148
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $7,7032010Revenue 2011: $157,961Expenses 2011: $320,199Net Income 2011: -$162,2382011Expenses 2012: $294,2412012Revenue 2013: $227,416Expenses 2013: $283,558Net Income 2013: -$56,1422013Revenue 2014: $458,632Expenses 2014: $320,727Net Income 2014: $137,9052014Revenue 2015: $334,736Expenses 2015: $322,540Net Income 2015: $12,1962015Revenue 2016: $282,444Expenses 2016: $310,371Net Income 2016: -$27,9272016Revenue 2017: $938,618Expenses 2017: $759,207Net Income 2017: $179,4112017Revenue 2018: $613,733Expenses 2018: $332,157Net Income 2018: $281,5762018Revenue 2019: $579,156Expenses 2019: $308,885Net Income 2019: $270,2712019Revenue 2020: $663,840Expenses 2020: $360,090Net Income 2020: $303,7502020Revenue 2021: $1,333,994Expenses 2021: $319,528Net Income 2021: $1,014,4662021Revenue 2022: $793,701Expenses 2022: $311,009Net Income 2022: $482,6922022Revenue 2023: $445,707Expenses 2023: $310,503Net Income 2023: $135,2042023Revenue 2024: $1,353,188Expenses 2024: $311,558Net Income 2024: $1,041,6302024Revenue 2025: $1,146,105Expenses 2025: $313,548Net Income 2025: $832,5572025

Highlighted filing

2016

Revenue$282,444
Expenses$310,371
Net Income-$27,927
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$1,398,407
Mission and Program Overview

Mission

To preserve and protect museum artifacts of the south central area of oklahoma

To preserve and protect museum artifacts of the south central area of oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,105,222$7,462,037▲ $356,815
Savings and Temporary Cash Investments$377,128$380,138▲ $3,010
Cash and Non-Interest-Bearing Accounts$2$13,973▲ $13,971
Total Assets$7,482,352$7,856,148▲ $373,796
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,482,352$7,856,148▲ $373,796
Total Net Assets Fund Balance$7,482,352$7,856,148▲ $373,796
Total Liabilities and Net Assets / Fund Balance$7,482,352$7,856,148▲ $373,796
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Sam DaubePresident
Mark ReisenVice Chairman
Bill DolmanDirector
Daniel GibbsDirector
Keshia LemonsDirector
Kevin HowardDirector
Wilson SeawrightSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$282,444
Other Revenue
$0
Change in Net Assets
$-27,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$301,867
Other Expenses$8,504
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$301,867--$301,867
Fees for Service Investment Mgmnt Fees-$8,504-$8,504
Total Functional Expenses$301,867$8,504$0$310,371
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Southwest Historical MuseumArdmore, OK501(c)3To preserve and protect museum artifacts of South Central Oklahoma.$301,867
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 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 governing board received a copy of the 990 and it was reviewed during the meeting prior to filing.”

Form 990, Part VI, Section C, line 19

“Information available upon request.”

Filing and Contact Details

Filer

Filer Name
Southwest Historical Foundation
EIN
47-0853407
Phone
5802263857
Address
35 SUNSET DRIVE SW, ARDMORE, OK 73401

Signing Officer

Name
Sam Daube
Title
Chairman
Phone
5802237403
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Daube
Formed
2005
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Rahhal Henderson Johnson PLLC
Address
100 E Street SW Ste 200, Ardmore, OK 73401-4736
Preparer
Rheba W Henderson
Phone
5802236454
Raw XML Appendix365 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE GREATER SOUTHWEST HISTORICAL MUSEUM
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Greater Southwest Historical Museum
IRS990ScheduleI/RecipientTable/RecipientEIN0736107156
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt035 Sunset Drive
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Ardmore
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd073401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation was created to assist in funding the operating cost of the Greater Southwest Historical Museum.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BOARD RECEIVED A COPY OF THE 990 AND IT WAS REVIEWED DURING THE MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07482352
IRS990/TotalAssetsEOYAmt07856148
IRS990/TotalAssetsGrp/BOYAmt07482352
IRS990/TotalAssetsGrp/EOYAmt07856148
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08504
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0301867
IRS990/TotalFunctionalExpensesGrp/TotalAmt0310371
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07482352
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07856148
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0301867
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0338596
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-56152
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0282444
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07482352
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07856148
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07482352
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07856148
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O P O BOX 83
IRS990/USAddress/CityNm0ARDMORE
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073401
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM DAUBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05802237403
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST HISTORICAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0470853407
ReturnHeader/Filer/PhoneNum05802263857
ReturnHeader/Filer/USAddress/AddressLine1Txt035 SUNSET DRIVE SW
ReturnHeader/Filer/USAddress/CityNm0ARDMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId044F4B9FFA2DEC957BCBE9BE9B69F706A7F27B2E4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F4C3F7975DA23D2A3689D5FCE343F25927E89562
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0159.118.224.38
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:26:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731312779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rahhal Henderson Johnson PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E Street SW Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ardmore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0734014736
ReturnHeader/PreparerPersonGrp/PhoneNum05802236454
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rheba W Henderson
ReturnHeader/ReturnTs02017-11-14T20:38:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,856,148
Liabilities
$0
Net assets
$7,856,148
Revenue
$282,444
Expenses
$310,371
Net income
-$27,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$1.15$0.31$0.83
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$1.35$0.31$1.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.45$0.31$0.14
2022Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.79$0.31$0.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$1.33$0.32$1.01
2020Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$0.66$0.36$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.00$8.68$0.58$0.31$0.27
2018Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.61$0.33$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.05$0.00$8.05$0.94$0.76$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.28$0.31$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.33$0.32$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.92$0.00$7.92$0.46$0.32$0.14
2013Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.23$0.28$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.00$6.82$0.29
2011Summary only. Only limited summary data is available for this year.$6.35$0.00$6.35$0.16$0.32$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$0.00$6.53$0.01