Civic Intelligence

Will Rogers Heritage Inc. C/O Will Rogers Memorial

990 • Fiscal year 2014 • EIN 73-1073408

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 03, 2015

Organization ProfileN/A
PO Box 2606Claremore, OK 74018-2606

(918) 343-8118

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$365,632

Down $193,855 (-35%) from 2013

Net Assets

Down

$364,383

Down $172,315 (-32%) from 2013

Liabilities

Down

$1,249

Down $21,540 (-95%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin77th percentile

Revenue

Down

$160,420

Down $427,887 (-73%) from 2013

Expenses

Down

$128,908

Down $259,727 (-67%) from 2013

Net Income

Down

$31,512

Down $168,160 (-84%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2014

Assets$365,632
Liabilities$1,249
Net Assets$364,383
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$160,420
Expenses$128,908
Net Income$31,512
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 3, 2015
Return Version
2014v5.0
Gross Receipts
$203,022
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$256,696$201,599▼ $55,097
Inventories for Sale or Use$116,079--
Investments in Publicly Traded Securities$98,879$102,901▲ $4,022
Savings and Temporary Cash Investments$61,097$61,132▲ $35
Land, Buildings, and Equipment, Net$26,736--
Total Assets$559,487$365,632▼ $193,855
Liabilities
Accounts Payable and Accrued Expenses$22,789$1,249▼ $21,540
Total Liabilities$22,789$1,249▼ $21,540
Net Assets / Fund Balance
Unrestricted Net Assets$437,819$239,482▼ $198,337
Permanently Rstr Net Assets$98,879$102,901▲ $4,022
Temporarily Rstr Net Assets-$22,000-
Total Net Assets Fund Balance$536,698$364,383▼ $172,315
Total Liabilities and Net Assets / Fund Balance$559,487$365,632▼ $193,855
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Steve TurnboPresident
Beth BovairdVice President
Dana LambDirector
Deacon TurnerTrustee
Dr Richard MosierTrustee
Jack SpinksTrustee
Janet YoungbloodTrustee
Jennifer Rogers EtcheverryTrustee
Jim HalseyTrustee
Jim HartzTrustee
Larry GatlinTrustee
Phil AlbertTrustee
Jody Jill McIntyreSecretary
Cheryl CohenourTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$118,628
Program Service Revenue
$0
Investment Income
$5,136
Other Revenue
$36,656
Change in Net Assets
$31,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,269
Salaries, Compensation, and Employee Benefits$33,539
Grants and Similar Amounts Paid$100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$30,422--$30,422
Occupancy$18,811--$18,811
Insurance-$8,733-$8,733
Travel$7,303--$7,303
Office Expenses-$6,026-$6,026
Conferences and Meetings$5,613--$5,613
Advertising$5,295--$5,295
Fees for Services Accounting-$4,040-$4,040
Information Technology-$3,997-$3,997
Payroll Taxes$3,117--$3,117
Other Expenses$30,375$3,062-$3,062
All Other Expenses-$500-$500
Fees for Services Other-$265-$265
Grants to Domestic Orgs$100--$100
Total Functional Expenses$101,036$27,872$0$128,908
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
The Event----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The 990 is reviewed by the trustees at the board meeting closest to the date of the filing of the form 990”

Form 990 availability to public Part VI line 18

“IRS Form 990 is available to the public upon request at the organization's office in Claremore”

Governing documents etc available to public Part VI line 19

“The organization's governing documents, financial statements and income tax returns are available upon request for public examination at the organization's office at 1720 W Will Rogers Blvd, Claremore, OK”

Filing and Contact Details

Filer

Filer Name
Will Rogers Heritage Inc
EIN
73-1073408
Address
PO Box 2606, Claremore, OK 74018-2606

Signing Officer

Name
Tad Jones
Title
Executive Direc
Phone
9183438118
Signed
2015-02-03
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Ok
Voting Board Members
14
Independent Board Members
14
Employees
11

Preparer

Firm
David Clanin CPA PLLC
Address
320 W Will Rogers Blvd, Claremore, OK 74017
Preparer
David Clanin
Phone
9182832125
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“During 2014 the Organization ceased to operate the gift shop located at the museum. The inventory and fixtures were removed from the Organizations balance sheet.”

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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02359
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02359
IRS990/OtherRevenueTotalAmt02359
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030422
IRS990/OtherSalariesAndWagesGrp/TotalAmt030422
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt03117
IRS990/PayrollTaxesGrp/TotalAmt03117
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt098879
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0102901
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0501595
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0725
IRS990/PYInvestmentIncomeAmt0515
IRS990/PYOtherExpensesAmt0283508
IRS990/PYOtherRevenueAmt081332
IRS990/PYProgramServiceRevenueAmt04865
IRS990/PYRevenuesLessExpensesAmt0199672
IRS990/PYSalariesCompEmpBnftPaidAmt0104402
IRS990/PYTotalExpensesAmt0388635
IRS990/PYTotalRevenueAmt0588307
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt031512
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt0300
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061097
IRS990/SavingsAndTempCashInvstGrp/EOYAmt061132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0116128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0670254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0129981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0115143
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0129090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01160596
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012705
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06174
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87730
IRS990ScheduleA/PublicSupportPY170Pct00.88000
IRS990ScheduleA/PublicSupportTotal170Amt01059846
IRS990ScheduleA/SubstantialContributorsTotAmt0100750
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0116128
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0670254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0129981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0115143
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0129090
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01160596
IRS990ScheduleA/TotalSupportAmt01208096
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0The Event
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the trustees at the board meeting closest to the date of the filing of the form 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IRS Form 990 is available to the public upon request at the organization's office in Claremore
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's governing documents, financial statements and income tax returns are available upon request for public examination at the organization's office at 1720 W Will Rogers Blvd, Claremore, OK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3During 2014 the Organization ceased to operate the gift shop located at the museum. The inventory and fixtures were removed from the Organizations balance sheet.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt022000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0559487
IRS990/TotalAssetsEOYAmt0365632
IRS990/TotalAssetsGrp/BOYAmt0559487
IRS990/TotalAssetsGrp/EOYAmt0365632
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0118628
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027872
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101036
IRS990/TotalFunctionalExpensesGrp/TotalAmt0128908
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022789
IRS990/TotalLiabilitiesEOYAmt01249
IRS990/TotalLiabilitiesGrp/BOYAmt022789
IRS990/TotalLiabilitiesGrp/EOYAmt01249
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0536698
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0364383
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0101036
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041792
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0160420
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0559487
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0365632
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt07303
IRS990/TravelGrp/TotalAmt07303
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0437819
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0239482
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tad Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum09183438118
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Will Rogers Heritage Inc
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0731073408
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2606
ReturnHeader/Filer/USAddress/CityNm0Claremore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$365,632
Liabilities
$1,249
Net assets
$364,383
Revenue
$160,420
Expenses
$128,908
Net income
$31,512
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