Civic Intelligence

Oak Ridge Heritage & Preservation

EIN 62-1806481 • 501(c)3 • Oak Ridge, TN

Profile

Preservation of historical buildings in Oak Ridge TN Activity primarily involves lobbying local government and private owners of historical buildingsfacilities A number of talks were given and newspaper articles published No direct expenditures

POBox 5825Oak Ridge, TN 37830
Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.02x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

101%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$279,467

Up $29,165 (+12%) from 2024

Liabilities

Down

$2,423

Down $1,134 (-32%) from 2024

Net Assets

Up

$277,044

Up $30,299 (+12%) from 2024

Operations
Liabilities / Revenue74th percentileNet Margin70th percentile

Revenue

Up

$105,343

Up $53,052 (+101%) from 2024

Expenses

Up

$89,020

Up $45,128 (+103%) from 2024

Net Income

Up

$16,323

Up $7,924 (+94%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$300K$200K$100K$0Assets 2011: $37,073Liabilities 2011: $2,3502011Assets 2012: $33,782Liabilities 2012: $2,3502012Assets 2013: $41,718Liabilities 2013: $2,3502013Assets 2014: $44,110Liabilities 2014: $2,3502014Assets 2015: $61,556Liabilities 2015: $2,4712015Assets 2016: $69,950Liabilities 2016: $2,3642016Assets 2017: $80,222Liabilities 2017: $4,6752017Assets 2018: $95,819Liabilities 2018: $2,8112018Assets 2019: $149,510Liabilities 2019: $4,8092019Assets 2020: $78,682Liabilities 2020: $2,4052020Assets 2021: $255,523Liabilities 2021: $2,423Net Assets 2021: $253,1002021Assets 2022: $259,945Liabilities 2022: $2,423Net Assets 2022: $257,5222022Assets 2024: $250,302Liabilities 2024: $3,557Net Assets 2024: $246,7452024Assets 2025: $279,467Liabilities 2025: $2,423Net Assets 2025: $277,0442025

Highlighted filing

2025

Assets$279,467
Liabilities$2,423
Net Assets$277,044
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $65,498Expenses 2011: $56,980Net Income 2011: $8,5182011Revenue 2012: $42,712Expenses 2012: $46,003Net Income 2012: -$3,2912012Revenue 2013: $45,629Expenses 2013: $37,693Net Income 2013: $7,9362013Revenue 2014: $88,088Expenses 2014: $85,706Net Income 2014: $2,3822014Revenue 2015: $56,137Expenses 2015: $38,812Net Income 2015: $17,3252015Revenue 2016: $48,188Expenses 2016: $39,687Net Income 2016: $8,5012016Revenue 2017: $56,706Expenses 2017: $47,772Net Income 2017: $8,9342017Revenue 2018: $45,484Expenses 2018: $28,023Net Income 2018: $17,4612018Revenue 2019: $102,183Expenses 2019: $50,490Net Income 2019: $51,6932019Revenue 2020: $31,534Expenses 2020: $26,489Net Income 2020: $5,0452020Revenue 2021: $82,296Expenses 2021: $78,124Net Income 2021: $4,1722021Revenue 2022: $57,749Expenses 2022: $63,695Net Income 2022: -$5,9462022Revenue 2024: $52,291Expenses 2024: $43,892Net Income 2024: $8,3992024Revenue 2025: $105,343Expenses 2025: $89,020Net Income 2025: $16,3232025

Highlighted filing

2025

Revenue$105,343
Expenses$89,020
Net Income$16,323
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279,467
Liabilities
$2,423
Net assets
$277,044
Revenue
$105,343
Expenses
$89,020
Net income
$16,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.79$0.02$2.77$1.05$0.89$0.16
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.04$2.47$0.52$0.44$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.02$2.58$0.58$0.64$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.02$2.53$0.82$0.78$0.04
2020Summary only. Only limited summary data is available for this year.$0.79$0.02$0.32$0.26$0.05
2019Summary only. Only limited summary data is available for this year.$1.50$0.05$1.02$0.50$0.52
2018Summary only. Only limited summary data is available for this year.$0.96$0.03$0.45$0.28$0.17
2017Summary only. Only limited summary data is available for this year.$0.80$0.05$0.57$0.48$0.09
2016Summary only. Only limited summary data is available for this year.$0.70$0.02$0.48$0.40$0.09
2015Summary only. Only limited summary data is available for this year.$0.62$0.02$0.56$0.39$0.17
2014Summary only. Only limited summary data is available for this year.$0.44$0.02$0.88$0.86$0.02
2013Summary only. Only limited summary data is available for this year.$0.42$0.02$0.46$0.38$0.08
2012Summary only. Only limited summary data is available for this year.$0.34$0.02$0.43$0.46$0.03
2011Summary only. Only limited summary data is available for this year.$0.37$0.02$0.65$0.57$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 26, 2026
Return Version
2025v4.0
Gross Receipts
$112,091
Mission and Program Overview

Mission

Preservation of historical buildings in Oak Ridge TN Activity primarily involves lobbying local government and private owners of historical buildingsfacilities A number of talks were given and newspaper articles published No direct expenditures

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy KellyPresidentPT$0--
Don HunnicuttVice President-$0--
Betty WilliamsSecretaryPT$0--
Sharon HarrisTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Oak Ridge Heritage and Preservation Association
EIN
62-1806481
Phone
8656799509
Address
POBox 5825, OAK RIDGE, TN 37830

Signing Officer

Name
Sharon Harris
Title
Treasurer
Phone
8656799509
Signed
2026-03-26
Supplemental Narrative

Additional Explanations

Part I, line 16

“cost for new and improved museum exhibits property business sales taxes”

Part I, line 20

“Land appraisal”

Part II, line 24

“Personal property appraisal”

Part II, line 26

“Remolding funds sales taxes preservation funds security deposits”

Raw XML Appendix214 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0cost for new and improved museum exhibits property business sales taxes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Land appraisal
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Personal property appraisal
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon Harris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08656799509
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-26
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ReturnHeader/Filer/BusinessNameControlTxt0OAKR
ReturnHeader/Filer/EIN0621806481
ReturnHeader/Filer/PhoneNum08656799509
ReturnHeader/Filer/USAddress/AddressLine1Txt0POBox 5825
ReturnHeader/Filer/USAddress/CityNm0OAK RIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037830
ReturnHeader/ReturnTs02026-03-26T20:00:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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