Civic Intelligence

Will Rogers Heritage Inc

EIN 73-1073408 • 501(c)3 • Claremore, OK

Profile

The specific and primary purpose of the Foundation is to receive, administer, and expend funds in support of and for the benefit of the Will Rogers Memorial Museums in Claremore and Oologah, Oklahoma

PO Box 2606Claremore, OK 74018

n/A

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.03x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

54th percentile

5.5%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,122,523

Up $163,509 (+5.5%) from 2023

Liabilities

Up

$9,658

Up $440 (+4.8%) from 2023

Net Assets

Up

$3,112,865

Up $163,069 (+5.5%) from 2023

Operations
Liabilities / Revenue36th percentileNet Margin87th percentile

Revenue

Down

$381,234

Down $2,535,620 (-87%) from 2023

Expenses

Down

$218,165

Down $100,669 (-32%) from 2023

Net Income

Down

$163,069

Down $2,434,951 (-94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $357,183Liabilities 2011: $2,877Net Assets 2011: $354,3062011Assets 2012: $344,577Liabilities 2012: $7,551Net Assets 2012: $337,0262012Assets 2013: $559,487Liabilities 2013: $22,789Net Assets 2013: $536,6982013Assets 2014: $365,632Liabilities 2014: $1,249Net Assets 2014: $364,3832014Assets 2015: $336,625Liabilities 2015: $3,839Net Assets 2015: $332,7862015Assets 2016: $349,472Liabilities 2016: $1,813Net Assets 2016: $347,6592016Assets 2017: $421,632Liabilities 2017: $3,644Net Assets 2017: $417,9882017Assets 2018: $443,808Liabilities 2018: $3,9672018Assets 2019: $393,703Liabilities 2019: $5,4472019Assets 2020: $422,697Liabilities 2020: $8,725Net Assets 2020: $413,9722020Assets 2021: $488,924Liabilities 2021: $11,000Net Assets 2021: $477,9242021Assets 2022: $330,861Liabilities 2022: $10,300Net Assets 2022: $320,5612022Assets 2023: $2,959,014Liabilities 2023: $9,218Net Assets 2023: $2,949,7962023Assets 2024: $3,122,523Liabilities 2024: $9,658Net Assets 2024: $3,112,8652024

Highlighted filing

2024

Assets$3,122,523
Liabilities$9,658
Net Assets$3,112,865
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $243,154Expenses 2011: $259,472Net Income 2011: -$16,3182011Revenue 2012: $208,870Expenses 2012: $226,150Net Income 2012: -$17,2802012Revenue 2013: $588,307Expenses 2013: $388,635Net Income 2013: $199,6722013Revenue 2014: $160,420Expenses 2014: $128,908Net Income 2014: $31,5122014Revenue 2015: $64,186Expenses 2015: $95,783Net Income 2015: -$31,5972015Revenue 2016: $66,694Expenses 2016: $52,886Net Income 2016: $13,8082016Revenue 2017: $95,093Expenses 2017: $74,474Net Income 2017: $20,6192017Revenue 2018: $173,795Expenses 2018: $131,913Net Income 2018: $41,8822018Revenue 2019: $98,164Expenses 2019: $180,177Net Income 2019: -$82,0132019Revenue 2020: $51,696Expenses 2020: $45,801Net Income 2020: $5,8952020Revenue 2021: $142,814Expenses 2021: $106,278Net Income 2021: $36,5362021Revenue 2022: $117,626Expenses 2022: $236,820Net Income 2022: -$119,1942022Revenue 2023: $2,916,854Expenses 2023: $318,834Net Income 2023: $2,598,0202023Revenue 2024: $381,234Expenses 2024: $218,165Net Income 2024: $163,0692024

Highlighted filing

2024

Revenue$381,234
Expenses$218,165
Net Income$163,069
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,122,523
Liabilities
$9,658
Net assets
$3,112,865
Revenue
$381,234
Expenses
$218,165
Net income
$163,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.01$3.11$0.38$0.22$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.01$2.95$2.92$0.32$2.60
2022Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.32$0.12$0.24$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.01$0.48$0.14$0.11$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.01$0.41$0.05$0.05$0.01
2019Summary only. Only limited summary data is available for this year.$0.39$0.01$0.10$0.18$0.08
2018Summary only. Only limited summary data is available for this year.$0.44$0.00$0.17$0.13$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.10$0.07$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.07$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.33$0.06$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.36$0.16$0.13$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.02$0.54$0.59$0.39$0.20
2012Summary only. Only limited summary data is available for this year.$0.34$0.01$0.34$0.21$0.23$0.02
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.35$0.24$0.26$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$381,234
Mission and Program Overview

Mission

The specific and primary purpose of the Foundation is to receive, administer, and expend funds in support of and for the benefit of the Will Rogers Memorial Museums in Claremore and Oologah, Oklahoma

Support Will Rogers Memorial Museums

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,903,044$2,181,971▲ $278,927
Pledges and Grants Receivable$584,983$427,647▼ $157,336
Investments in Publicly Traded Securities$217,179$243,704▲ $26,525
Cash and Non-Interest-Bearing Accounts$222,641$221,555▼ $1,086
Land, Buildings, and Equipment, Net$31,167$31,167→ $0
Accounts Receivable-$16,479-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,959,014$3,122,523▲ $163,509
Other Assets Total-$0-
Liabilities
Other Liabilities$9,218$8,166▼ $1,052
Accounts Payable and Accrued Expenses-$1,492-
Total Liabilities$9,218$9,658▲ $440
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,669,582$2,838,457▲ $168,875
Net Assets Without Donor Restrictions$280,214$274,408▼ $5,806
Total Net Assets Fund Balance$2,949,796$3,112,865▲ $163,069
Total Liabilities and Net Assets / Fund Balance$2,959,014$3,122,523▲ $163,509

Asset Categories

AssetBook ValueDepreciationBasis
Land$31,167-$31,167

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$220,934$1,020▲ $26,371-$248,325
2023$190,937$1,020▲ $28,977-$220,934
2022$228,086$1,020▼ $38,169-$190,937
2021$200,671$1,020▲ $26,395-$228,086
2020$176,423$1,020▲ $23,228-$200,671
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Bill BiardPresident
Paula CagigalVice President
Crystal CampbellDirector
Dana LambDirector
Dave ChaussardDirector
Dave FaulknerDirector
David SigmonDirector
Jeff HowellDirector
Jennifer Rogers-EtcheverryDirector
Jerrilee MosierDirector
Jim WaldoDirector
John CaryDirector
Keith AustinDirector
Mary StattonDirector
Philip HixonDirector
Steve BurrusDirector
Steve GragertDirector
Terri PetersDirector
Terry ChaseDirector
Todd VradenburgDirector
Weldon WatsonDirector
Harriet KuykendallSecretary
Tom VolturoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$236,632
Program Service Revenue
$0
Investment Income
$144,602
Other Revenue
$0
All Other Contributions
$236,632
Change in Net Assets
$163,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$218,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$30,000--$30,000
Fees for Services Accounting-$4,200-$4,200
Travel$4,119--$4,119
Insurance$2,374--$2,374
Other Expenses$543$65-$65
Total Functional Expenses$213,900$4,265$0$218,165
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Docent Fund$7,755
Route 66 Project$409
Rounding$2
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Coordination and Administration of the Foundation's daily activities is delegated to a State of Oklahoma Historical Society employee, with oversight and approval of the Board of Directors.”

Form 990, Part VI, Section B, Line 11B

“990 review performed by Finance Committee, Executive Committee, and ratified by Full Board”

Form 990, Part VI, Section B, Line 12C

“Board Members are required to confirm compliance with Conflict of Interest Policy annually.”

Form 990, Part VI, Section C, Line 19

“Upon Request”

Filing and Contact Details

Filer

Filer Name
Will Rogers Memorial Foundation
EIN
73-1073408
Phone
9183438118
Address
PO Box 2606, Claremore, OK 74018

Signing Officer

Name
Dave Chaussard
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Chaussard
Formed
2011
Legal Domicile
Ok
Voting Board Members
23
Independent Board Members
23
Employees
0

Preparer

Firm
Mark Meadors Bookkeeper
Address
1003 N Faulkner Pl, Claremore, OK 74017
Preparer
Mark Meadors
Phone
9189064701
Raw XML AppendixShowing 400 of 583 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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IRS990/Form990PartVIISectionAGrp/PersonNm0Bill Biard
IRS990/Form990PartVIISectionAGrp/PersonNm1Crystal Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm2Harriet Kuykendall
IRS990/Form990PartVIISectionAGrp/PersonNm3Terry Chase
IRS990/Form990PartVIISectionAGrp/PersonNm4Jim Waldo
IRS990/Form990PartVIISectionAGrp/PersonNm5John Cary
IRS990/Form990PartVIISectionAGrp/PersonNm6Mary Statton
IRS990/Form990PartVIISectionAGrp/PersonNm7Steve Gragert
IRS990/Form990PartVIISectionAGrp/PersonNm8Philip Hixon
IRS990/Form990PartVIISectionAGrp/PersonNm9David Sigmon
IRS990/Form990PartVIISectionAGrp/PersonNm10Weldon Watson
IRS990/Form990PartVIISectionAGrp/PersonNm11Paula Cagigal
IRS990/Form990PartVIISectionAGrp/PersonNm12Tom Volturo
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IRS990/Form990PartVIISectionAGrp/PersonNm14Jennifer Rogers-Etcheverry
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