Civic Intelligence

Helena Historical Society

EIN 56-2503325 • 501(c)3 • Helena, OK

Profile

Gather & preserve history of Helena Okla

PO Box 202Helena, OK 73741
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

15th percentile

-46%

Higher net margin than 15% 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

50th percentile

-1.9%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

13th percentile

-66%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$59,524

Down $1,130 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$59,524

Down $1,130 (-1.9%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin15th percentile

Revenue

Down

$2,436

Down $4,735 (-66%) from 2023

Expenses

Down

$3,566

Down $291 (-7.5%) from 2023

Net Income

Down

-$1,130

Down $4,444 (-134%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$80K$60K$40K$20K$0Assets 2011: $54,452Liabilities 2011: $02011Assets 2012: $55,068Liabilities 2012: $0Net Assets 2012: $55,0682012Assets 2013: $58,342Liabilities 2013: $0Net Assets 2013: $58,3422013Assets 2014: $60,239Liabilities 2014: $0Net Assets 2014: $60,2392014Assets 2015: $59,824Liabilities 2015: $0Net Assets 2015: $59,8242015Assets 2016: $60,893Liabilities 2016: $0Net Assets 2016: $60,8932016Assets 2017: $58,215Liabilities 2017: $0Net Assets 2017: $58,2152017Assets 2018: $60,856Liabilities 2018: $0Net Assets 2018: $60,8562018Assets 2019: $61,460Liabilities 2019: $0Net Assets 2019: $61,4602019Assets 2020: $59,941Liabilities 2020: $0Net Assets 2020: $59,9412020Assets 2021: $58,502Liabilities 2021: $0Net Assets 2021: $58,5022021Assets 2022: $57,340Liabilities 2022: $0Net Assets 2022: $57,3402022Assets 2023: $60,654Liabilities 2023: $0Net Assets 2023: $60,6542023Assets 2024: $59,524Liabilities 2024: $0Net Assets 2024: $59,5242024

Highlighted filing

2024

Assets$59,524
Liabilities$0
Net Assets$59,524
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $6,226Expenses 2011: $3,514Net Income 2011: $2,7122011Revenue 2012: $4,166Expenses 2012: $3,550Net Income 2012: $6162012Revenue 2013: $7,183Expenses 2013: $3,909Net Income 2013: $3,2742013Revenue 2014: $5,462Expenses 2014: $3,565Net Income 2014: $1,8972014Revenue 2015: $3,949Expenses 2015: $4,364Net Income 2015: -$4152015Revenue 2016: $4,502Expenses 2016: $3,433Net Income 2016: $1,0692016Revenue 2017: $4,499Expenses 2017: $7,177Net Income 2017: -$2,6782017Revenue 2018: $7,060Expenses 2018: $4,419Net Income 2018: $2,6412018Revenue 2019: $3,912Expenses 2019: $3,308Net Income 2019: $6042019Revenue 2020: $4,308Expenses 2020: $5,827Net Income 2020: -$1,5192020Revenue 2021: $2,036Expenses 2021: $3,475Net Income 2021: -$1,4392021Revenue 2022: $2,281Expenses 2022: $3,443Net Income 2022: -$1,1622022Revenue 2023: $7,171Expenses 2023: $3,857Net Income 2023: $3,3142023Revenue 2024: $2,436Expenses 2024: $3,566Net Income 2024: -$1,1302024

Highlighted filing

2024

Revenue$2,436
Expenses$3,566
Net Income-$1,130
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$59,524
Liabilities
$0
Net assets
$59,524
Revenue
$2,436
Expenses
$3,566
Net income
-$1,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.5$0.00$59.5$2.44$3.57$1.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.7$0.00$60.7$7.17$3.86$3.31
2022Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$2.28$3.44$1.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.5$0.00$58.5$2.04$3.48$1.44
2020Detailed filing. Detailed filing data is available for this year.$59.9$0.00$59.9$4.31$5.83$1.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$0.00$61.5$3.91$3.31$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.9$0.00$60.9$7.06$4.42$2.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.2$0.00$58.2$4.50$7.18$2.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.9$0.00$60.9$4.50$3.43$1.07
2015Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$3.95$4.36$0.42
2014Detailed filing. Detailed filing data is available for this year.$60.2$0.00$60.2$5.46$3.57$1.90
2013Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$7.18$3.91$3.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.1$0.00$55.1$4.17$3.55$0.62
2011Summary only. Only limited summary data is available for this year.$54.5$0.00$6.23$3.51$2.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$2,521
Mission and Program Overview

Mission

Gather & preserve history of Helena Okla

Program Services

DescriptionGrantsExpenses
Org has estab a museum in Helena OK for the purpose of preserving the history of said town. Exact number of persons who benefit undetermined; incl current and past residents.-$3,651
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne SturgeonFirst Vice PresidentPT$0--
Rita PjeskyPresidentPT$0--
Jo GwinnSecond Vice President-$0--
Alysha LockeTreasurer-$0--
Rhonda HungerfordAdvisory Member-$0--
Kay NortonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Helena Historical Society
EIN
56-2503325
In Care Of
% Suzanne Sturgeon
Address
PO Box 202, Helena, OK 73741

Signing Officer

Name
Suzanne Sturgeon
Title
First Vice President
Phone
4057203180
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Sturgeon Accounting
Address
14740 NW 150th, Piedmont, OK 73078
Preparer
Suzanne Sturgeon
Phone
4054147048
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountInsurance 1,566PO Box Rental 64Website Maintenance 37”

Description of other assets Part II line 24

“Category Beginning of Year End of YearExhibit Displays & Storage 3,847 3,847Museum Exhibits 38 38Furniture, Fixtures & Equip 3,129 3,129Computer & Printer 1,003 1,003Security Deposit 100 100Research Library CDs & Videos 1,581 1,581Research Library Furn & Equip 965 965History Books 4,434 4,434Run of 93 Books 40 27Hats 92 21”

Raw XML Appendix157 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/PersonNm0Alysha Locke
IRS990EZ/BooksInCareOfDetail/PhoneNum05805549441
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 533
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Helena
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073741
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06184
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05138
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0882
IRS990EZ/CostOfGoodsSoldAmt085
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1130
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060654
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059524
IRS990EZ/FundraisingGrossIncomeAmt01383
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0126
IRS990EZ/GrossReceiptsAmt02521
IRS990EZ/GrossSalesOfInventoryAmt0211
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt039241
IRS990EZ/LandAndBuildingsGrp/EOYAmt039241
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060654
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059524
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060654
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059524
IRS990EZ/OccupancyRentUtltsAndMaintAmt01899
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Suzanne Sturgeon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rita Pjesky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jo Gwinn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alysha Locke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rhonda Hungerford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kay Norton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0First Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Second Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Advisory Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015229
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015145
IRS990EZ/OtherExpensesTotalAmt01667
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Gather & preserve history of Helena Okla
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Org has estab a museum in Helena OK for the purpose of preserving the history of said town. Exact number of persons who benefit undetermined; incl current and past residents.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03651
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt01383
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03566
IRS990EZ/TotalProgramServiceExpensesAmt03651
IRS990EZ/TotalRevenueAmt02436
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01126
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011948
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05862
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt011948
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0962
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01126
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04120
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011948
IRS990ScheduleA/TotalSupportAmt011948
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInsurance 1,566PO Box Rental 64Website Maintenance 37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearExhibit Displays & Storage 3,847 3,847Museum Exhibits 38 38Furniture, Fixtures & Equip 3,129 3,129Computer & Printer 1,003 1,003Security Deposit 100 100Research Library CDs & Videos 1,581 1,581Research Library Furn & Equip 965 965History Books 4,434 4,434Run of 93 Books 40 27Hats 92 21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE STURGEON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0First Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04057203180
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Helena Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0562503325
ReturnHeader/Filer/InCareOfNm0% Suzanne Sturgeon
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 202
ReturnHeader/Filer/USAddress/CityNm0Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073741
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461872965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sturgeon Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014740 NW 150th
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Piedmont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073078
ReturnHeader/PreparerPersonGrp/PhoneNum04054147048
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE STURGEON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T11:30:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits