Civic Intelligence

Southwest Historical Foundation

990 • Fiscal year 2019 • EIN 47-0853407

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 24, 2020

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

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-5.6%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$8,677,418

Up $1,241,818 (+17%) from 2018

Net Assets

Up

$8,677,418

Up $1,241,818 (+17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin90th percentile

Revenue

Down

$579,156

Down $34,577 (-5.6%) from 2018

Expenses

Down

$308,885

Down $23,272 (-7.0%) from 2018

Net Income

Down

$270,271

Down $11,305 (-4.0%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2019

Assets$8,677,418
Liabilities$0
Net Assets$8,677,418
Open 2019 Filing

Operations Trend

Revenue Growth26th 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

2019

Revenue$579,156
Expenses$308,885
Net Income$270,271
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 24, 2020
Return Version
2019v5.0
Gross Receipts
$1,200,282
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,265,296$8,502,130▲ $1,236,834
Savings and Temporary Cash Investments$167,603$175,288▲ $7,685
Cash and Non-Interest-Bearing Accounts$2,701--
Total Assets$7,435,600$8,677,418▲ $1,241,818
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,435,600$8,677,418▲ $1,241,818
Total Net Assets Fund Balance$7,435,600$8,677,418▲ $1,241,818
Total Liabilities and Net Assets / Fund Balance$7,435,600$8,677,418▲ $1,241,818
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Bill DolmanPresident
Mark ReisenVice Chairma
Daniel GibbsDirector
Keshia LemonsDirector
Kevin HowardDirector
Sam DaubeDirector
Wilson SeawrightSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$579,156
Other Revenue
$0
Change in Net Assets
$270,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$298,403
Other Expenses$10,482
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$298,403--$298,403
Fees for Service Investment Mgmnt Fees-$8,873-$8,873
Fees for Services Accounting-$1,609-$1,609
Total Functional Expenses$298,403$10,482$0$308,885
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Southwest Historical MuseumArdmore, OK501c3To Preserve and Prot$298,403
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, Page 6, Part VI, Line 11B

“Secretary/treasurer reviewed the tax return and signed the electronic filing documents prior to release of the tax return. Copies of the return will be provided to the board at the next meeting.”

Form 990, Page 6, Part VI, Line 19

“Information is 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
Bill Dolman
Title
President
Phone
5802263857
Signed
2020-02-24

Organization Details

Principal Officer
Bill Dolman
Formed
2005
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
4
Employees
0

Preparer

Firm
Jackson Fox and Richardson Pc
Address
129 C ST NW, ARDMORE, OK 73401
Preparer
Gabriel Richardson
Phone
5802231877
Raw XML Appendix343 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PRESERVE AND PROTECT MUSEUM ARTIFACTS OF THE SOUTH CENTRAL AREA OF OKLAHOMA
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CITIZENS BANK & TRUST CO
IRS990/BooksInCareOfDetail/PhoneNum05802264610
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 WEST MAIN PO BOX 277
IRS990/BooksInCareOfDetail/USAddress/CityNm0ARDMORE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073402
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02701
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0298403
IRS990/CYInvestmentIncomeAmt0579156
IRS990/CYOtherExpensesAmt010482
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0270271
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0308885
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0579156
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PRESERVE AND PROTECT MUSEUM ARTIFACTS OF THE SOUTH CENTRAL AREA OF OKLAHOMA
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0298403
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01609
IRS990/FeesForServicesAccountingGrp/TotalAmt01609
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08873
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08873
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0SAM DAUBE
IRS990/Form990PartVIISectionAGrp/PersonNm1BILL DOLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIEL GIBBS
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm4KESHIA LEMONS
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK REISEN
IRS990/Form990PartVIISectionAGrp/PersonNm6WILSON SEAWRIGHT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-45718
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0298403
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0298403
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0298403
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0575408
IRS990/GrossReceiptsAmt01200282
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0624874
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0624874
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07265296
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08502130
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0621126
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PRESERVE AND PROTECT MUSEUM ARTIFACTS OF THE SOUTH CENTRAL AREA OF OKLAHOMA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07435600
IRS990/NetAssetsOrFundBalancesEOYAmt08677418
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-45718
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-45718
IRS990/NetUnrlzdGainsLossesInvstAmt0971547
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07435600
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08677418
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BILL DOLMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0323179
IRS990/PYInvestmentIncomeAmt0613733
IRS990/PYOtherExpensesAmt08978
IRS990/PYRevenuesLessExpensesAmt0281576
IRS990/PYTotalExpensesAmt0332157
IRS990/PYTotalRevenueAmt0613733
IRS990/ReconcilationRevenueExpnssAmt0270271
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0167603
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0175288
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0736107156
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0298403
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GREATER SOUTHWEST HISTORICAL MUSEUM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0298403
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0298403
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PRESERVE AND PROT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GREATER SOUTHWEST HISTORICAL MUSEUM
IRS990ScheduleI/RecipientTable/RecipientEIN0736107156
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt035 SUNSET DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
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/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECRETARY/TREASURER REVIEWED THE TAX RETURN AND SIGNED THE ELECTRONIC FILING DOCUMENTS PRIOR TO RELEASE OF THE TAX RETURN. COPIES OF THE RETURN WILL BE PROVIDED TO THE BOARD AT THE NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GREATER SOUTHWEST HISTORICAL MUSEUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0736107156
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSEUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt035 SUNSET DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ARDMORE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07435600
IRS990/TotalAssetsEOYAmt08677418
IRS990/TotalAssetsGrp/BOYAmt07435600
IRS990/TotalAssetsGrp/EOYAmt08677418
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010482
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0298403
IRS990/TotalFunctionalExpensesGrp/TotalAmt0308885
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07435600
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08677418
IRS990/TotalProgramServiceExpensesAmt0298403
IRS990/TotalRevenueGrp/ExclusionAmt0579156
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0579156
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07435600
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08677418
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt035 SUNSET DRIVE
IRS990/USAddress/CityNm0ARDMORE
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073401
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL DOLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05802263857
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-24
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/AtSubmissionCreationDeviceId020908C05CF9E71C734D8AF37675E4F9EB77F39B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId020908C05CF9E71C734D8AF37675E4F9EB77F39B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0160.2.213.30
ReturnHeader/FilingSecurityInformation/IPDt02020-03-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:44:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731551837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON FOX AND RICHARDSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0129 C ST NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARDMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073401
ReturnHeader/PreparerPersonGrp/PhoneNum05802231877
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GABRIEL RICHARDSON
ReturnHeader/ReturnTs02020-03-26T16:44:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,677,418
Liabilities
$0
Net assets
$8,677,418
Revenue
$579,156
Expenses
$308,885
Net income
$270,271
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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