Civic Intelligence

Rogers County Historical Society

EIN 73-1195547 • 501(c)3 • Claremore, OK

Profile

HISTORIC PRESERVATION

PO Box 774Claremore, OK 74018

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.10x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.40x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

36th percentile

-1.9%

Higher net margin than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

67%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$833,590

Down $17,608 (-2.1%) from 2023

Liabilities

Down

$76,817

Down $5,598 (-6.8%) from 2023

Net Assets

Down

$756,773

Down $12,010 (-1.6%) from 2023

Revenue

Down

$150,132

Down $57,327 (-28%) from 2023

Expenses

Down

$165,002

Down $46,399 (-22%) from 2023

Net Income

Down

-$14,870

Down $10,928 (-277%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $750,860Liabilities 2011: $0Net Assets 2011: $750,8602011Assets 2012: $835,585Liabilities 2012: $0Net Assets 2012: $835,5852012Assets 2013: $838,877Liabilities 2013: $0Net Assets 2013: $838,8772013Assets 2014: $919,602Liabilities 2014: $0Net Assets 2014: $919,6022014Assets 2015: $854,558Liabilities 2015: $0Net Assets 2015: $854,5582015Assets 2016: $826,895Liabilities 2016: $0Net Assets 2016: $826,8952016Assets 2017: $779,589Liabilities 2017: $31,281Net Assets 2017: $748,3082017Assets 2018: $778,908Liabilities 2018: $50,000Net Assets 2018: $728,9082018Assets 2019: $851,925Liabilities 2019: $75,306Net Assets 2019: $776,6192019Assets 2020: $856,691Liabilities 2020: $75,518Net Assets 2020: $781,1732020Assets 2021: $864,337Liabilities 2021: $92,942Net Assets 2021: $771,3952021Assets 2022: $841,227Liabilities 2022: $87,786Net Assets 2022: $753,4412022Assets 2023: $851,198Liabilities 2023: $82,415Net Assets 2023: $768,7832023Assets 2024: $833,590Liabilities 2024: $76,817Net Assets 2024: $756,7732024

Highlighted filing

2024

Assets$833,590
Liabilities$76,817
Net Assets$756,773

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $213,825Expenses 2011: $185,357Net Income 2011: $28,4682011Revenue 2012: $253,316Expenses 2012: $130,547Net Income 2012: $122,7692012Revenue 2013: $206,405Expenses 2013: $203,109Net Income 2013: $3,2962013Revenue 2014: $366,958Expenses 2014: $301,486Net Income 2014: $65,4722014Revenue 2015: $211,362Expenses 2015: $246,082Net Income 2015: -$34,7202015Revenue 2016: $120,514Expenses 2016: $148,177Net Income 2016: -$27,6632016Revenue 2017: $120,710Expenses 2017: $190,552Net Income 2017: -$69,8422017Revenue 2018: $65,401Expenses 2018: $84,801Net Income 2018: -$19,4002018Revenue 2019: $117,985Expenses 2019: $104,045Net Income 2019: $13,9402019Revenue 2020: $93,051Expenses 2020: $88,497Net Income 2020: $4,5542020Revenue 2021: $115,727Expenses 2021: $106,543Net Income 2021: $9,1842021Revenue 2022: $124,167Expenses 2022: $127,077Net Income 2022: -$2,9102022Revenue 2023: $207,459Expenses 2023: $211,401Net Income 2023: -$3,9422023Revenue 2024: $150,132Expenses 2024: $165,002Net Income 2024: -$14,8702024

Highlighted filing

2024

Revenue$150,132
Expenses$165,002
Net Income-$14,870

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.77$7.57$1.50$1.65$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.51$0.82$7.69$2.07$2.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$8.41$0.88$7.53$1.24$1.27$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$0.93$7.71$1.16$1.07$0.09
2020Detailed filing. Detailed filing data is available for this year.$8.57$0.76$7.81$0.93$0.88$0.05
2019Summary only. Only limited summary data is available for this year.$8.52$0.75$7.77$1.18$1.04$0.14
2018Summary only. Only limited summary data is available for this year.$7.79$0.50$7.29$0.65$0.85$0.19
2017Summary only. Only limited summary data is available for this year.$7.80$0.31$7.48$1.21$1.91$0.70
2016Summary only. Only limited summary data is available for this year.$8.27$0.00$8.27$1.21$1.48$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.55$0.00$8.55$2.11$2.46$0.35
2014Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$3.67$3.01$0.65
2013Summary only. Only limited summary data is available for this year.$8.39$0.00$8.39$2.06$2.03$0.03
2012Summary only. Only limited summary data is available for this year.$8.36$0.00$8.36$2.53$1.31$1.23
2011Summary only. Only limited summary data is available for this year.$7.51$0.00$7.51$2.14$1.85$0.28
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 13, 2023
Return Version
2022v5.0
Gross Receipts
$141,520
Mission and Program Overview

Mission

Historic Preservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$771,395$753,441▼ $17,954
Land, Buildings, and Equipment, Net$690,896$661,732▼ $29,164
Cash and Non-Interest-Bearing Accounts$56,684$71,046▲ $14,362
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$864,337$841,227▼ $23,110
Other Assets Total$116,757$108,449▼ $8,308
Liabilities
Mortgage Notes Payable Secured by Investment Property$92,942$87,786▼ $5,156
Total Liabilities$92,942$87,786▼ $5,156
Net Assets / Fund Balance
Total Net Assets Fund Balance$771,395$753,441▼ $17,954
Total Liabilities and Net Assets / Fund Balance$864,337$841,227▼ $23,110

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$661,732$502,177-
Other Assets Org$108,449--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark ReedPresident
Bryan CaseyVice President
Leann CollinsVice President
Patrick DeaverVice President
David AndersonDirector
Hoytana BenigarDirector
John CaryDirector
Janine BiasSecretary
Bobbie CaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,372
Program Service Revenue
$0
Investment Income
$2,846
Other Revenue
$64,949
All Other Contributions
$26,319
Change in Net Assets
$-2,910

Audited Revenue Reconciliation

Revenue per Audited Statements
$124,167
Total Revenue per Audited Statements
$124,167
Total Revenue per Form 990
$124,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,747
Salaries, Compensation, and Employee Benefits$13,330
Total Fundraising Expense$1,647
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$44,028--$44,028
Depreciation Depletion$29,164--$29,164
Other Salaries and Wages$11,852--$11,852
Insurance$6,133--$6,133
Interest-$3,893-$3,893
Fees for Services Management-$1,743-$1,743
Other Expenses$1,978-$1,647$1,647
Payroll Taxes$1,478--$1,478
Advertising$1,206--$1,206
Fees for Services Accounting-$825-$825
All Other Expenses$299--$299
Fees for Services Legal-$222-$222
Office Expenses-$102-$102
Total Functional Expenses$118,645$6,785$1,647$127,077

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$127,077
Total Expenses per Audited Statements$127,077
Total Expenses per Form 990$127,077
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-
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Rogers County Historical Society
EIN
73-1195547
Address
PO Box 774, Claremore, OK 74018

Signing Officer

Name
Mark Reed
Title
President
Signed
2023-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Reed
Formed
1971
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
0
Employees
3

Preparer

Firm
Mark Meadors Bookkeeper
Address
1003 N Faulkner Pl, Claremore, OK 74017
Preparer
Mark Meadors
Phone
9189064701
Raw XML AppendixShowing 400 of 433 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
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IRS990/OtherAssetsTotalGrp/BOYAmt0116757
IRS990/OtherAssetsTotalGrp/EOYAmt0108449
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Other
IRS990/OtherExpensesGrp/Desc1All Other
IRS990/OtherExpensesGrp/Desc2Sales Tax
IRS990/OtherExpensesGrp/Desc3Events & Programs
IRS990/OtherExpensesGrp/FundraisingAmt01647
IRS990/OtherExpensesGrp/ProgramServicesAmt012779
IRS990/OtherExpensesGrp/ProgramServicesAmt19728
IRS990/OtherExpensesGrp/ProgramServicesAmt21978
IRS990/OtherExpensesGrp/TotalAmt012779
IRS990/OtherExpensesGrp/TotalAmt19728
IRS990/OtherExpensesGrp/TotalAmt21978
IRS990/OtherExpensesGrp/TotalAmt31647
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011852
IRS990/OtherSalariesAndWagesGrp/TotalAmt011852
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt01478
IRS990/PayrollTaxesGrp/TotalAmt01478
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Mark Reed
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2910
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt053341
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0771395
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0753441
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0109713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0117534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0102917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0137978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt065401
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0533543
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02846
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06622
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015321
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011193
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt035982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02846
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06622
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011193
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt035982
IRS990ScheduleA/InvestmentIncomeCYPct00.06320
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93680
IRS990ScheduleA/PublicSupportTotal509Amt0533543
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0117534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0102917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0137978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065401
IRS990ScheduleA/Total509Grp/TotalAmt0533543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0112559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0124156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0118238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0149171
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065401
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0569525
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0661732
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0502177
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01163909
IRS990ScheduleD/ExpensesSubtotalAmt0127077
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0108449
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Endowment Fund
IRS990ScheduleD/RevenueSubtotalAmt0124167
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0661732
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0108449
IRS990ScheduleD/TotalExpensesPerForm990Amt0127077
IRS990ScheduleD/TotalRevenuePerForm990Amt0124167
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0124167
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0127077
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0864337
IRS990/TotalAssetsEOYAmt0841227
IRS990/TotalAssetsGrp/BOYAmt0864337
IRS990/TotalAssetsGrp/EOYAmt0841227
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt056372
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01647
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06785
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0118645
IRS990/TotalFunctionalExpensesGrp/TotalAmt0127077
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt092942
IRS990/TotalLiabilitiesEOYAmt087786
IRS990/TotalLiabilitiesGrp/BOYAmt092942
IRS990/TotalLiabilitiesGrp/EOYAmt087786
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0771395
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0753441
IRS990/TotalProgramServiceExpensesAmt0118645
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067795
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0124167
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0864337
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0841227
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO Box 774
IRS990/USAddress/CityNm0Claremore
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074018
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A

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