Civic Intelligence

Will Rogers Heritage Inc. C/O Will Rogers Memorial

990EZ • Fiscal year 2017 • EIN 73-1073408

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

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

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.04x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$421,632

Up $72,160 (+21%) from 2016

Net Assets

Up

$417,988

Up $70,329 (+20%) from 2016

Liabilities

Up

$3,644

Up $1,831 (+101%) from 2016

Revenue

Up

$95,093

Up $28,399 (+43%) from 2016

Expenses

Up

$74,474

Up $21,588 (+41%) from 2016

Net Income

Up

$20,619

Up $6,811 (+49%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$421,632
Liabilities$3,644
Net Assets$417,988

Operations Trend

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

2017

Revenue$95,093
Expenses$74,474
Net Income$20,619
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.3
Gross Receipts
$95,093
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

Program Services

DescriptionGrantsExpenses
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-$74,474
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL COHENOURPresident-$0--
BETH BOVAIRDVice Preside-$0--
JANET YOUNGBLOODSecretary-$0--
BILL BAIRDDirector-$0--
LARRY GATLINDirector-$0--
STEVE GRAGERTDirector-$0--
JIM HALSEYDirector-$0--
TAYLOR HANSONDirector-$0--
JIM HARTZDirector-$0--
HARRIET KUYKENDALLDirector-$0--
JENNIFER ROGERS-ETCHEVERRYDirector-$0--
JOHN CARYDirector-$0--
STEVE TURNBODirector-$0--
DUANNE ALLENDirector-$0--
MICHAEL WALLISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Will Rogers Heritage Inc
EIN
73-1073408
Phone
9183438118
Address
PO BOX 2606, CLAREMORE, OK 74018-2606

Signing Officer

Name
Cheryl Cohenour
Title
President
Phone
9183438118
Signed
2018-05-09

Preparer

Firm
Hood & Associates Cpas Pc
Address
323 W 1ST ST, CLAREMORE, OK 74017-8005
Preparer
Paul Hood CPA
Phone
9183411930
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 248 travel 3,068 insurance 2,857 bank charges 178 major exhibit expenditure 7,947 equipment rental and mait 4,635 collections 84 events and programming 25,030 fly-in expense 1,196 route 66 project 5,558 ingersoll travel sponsors 3,920 the event 240 will rogers in schools ex 211 docent expense 43 membership & program expe 2,055 operations 1,386 website & internet 194 meeting expense 10 computer & software expen 443 telephone 50 small exhibits 131 doris meyer commemoration 1,141 personal property tax 116 total 60,741

Form 990-ez, Part I, Line 20

Increase in value of endowment funds 49,710

Form 990-ez, Part II, Line 26

DOCENT FUNDS 1,813 3,644

Form 990-ez, Part III, Line 31

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

Raw XML Appendix182 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TAYLOR HANSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JOHN CARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 248 TRAVEL 3,068 INSURANCE 2,857 BANK CHARGES 178 MAJOR EXHIBIT EXPENDITURE 7,947 EQUIPMENT RENTAL AND MAIT 4,635 COLLECTIONS 84 EVENTS AND PROGRAMMING 25,030 FLY-IN EXPENSE 1,196 ROUTE 66 PROJECT 5,558 INGERSOLL TRAVEL SPONSORS 3,920 THE EVENT 240 WILL ROGERS IN SCHOOLS EX 211 DOCENT EXPENSE 43 MEMBERSHIP & PROGRAM EXPE 2,055 OPERATIONS 1,386 WEBSITE & INTERNET 194 MEETING EXPENSE 10 COMPUTER & SOFTWARE EXPEN 443 TELEPHONE 50 SMALL EXHIBITS 131 DORIS MEYER COMMEMORATION 1,141 PERSONAL PROPERTY TAX 116 TOTAL 60,741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCREASE IN VALUE OF ENDOWMENT FUNDS 49,710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCENT FUNDS 1,813 3,644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
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ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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