Civic Intelligence

Edmond Historic Preservation Trust

EIN 73-1215593 • 501(c)3 • Edmond, OK

Profile

To preserve the qualities relating to the history of the city of edmond by preserving for public use, historic sites, buildings, and objects of local significance for the inspiration and benefit of the people of the city of edmond.

PO Box 4101Edmond, OK 73083

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

52nd percentile

-0.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-10%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$461,855

Down $2,662 (-0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$461,855

Down $2,662 (-0.6%) from 2022

Revenue

Down

$25,494

Down $2,876 (-10%) from 2022

Expenses

Up

$28,156

Up $7,336 (+35%) from 2022

Net Income

Down

-$2,662

Down $10,212 (-135%) from 2022

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $232,733Liabilities 2010: $0Net Assets 2010: $232,7332010Assets 2011: $251,932Liabilities 2011: $0Net Assets 2011: $251,9322011Assets 2012: $443,447Liabilities 2012: $0Net Assets 2012: $443,4472012Assets 2013: $456,890Liabilities 2013: $0Net Assets 2013: $456,8902013Assets 2014: $461,721Liabilities 2014: $0Net Assets 2014: $461,7212014Assets 2015: $466,423Liabilities 2015: $0Net Assets 2015: $466,4232015Assets 2016: $464,139Liabilities 2016: $0Net Assets 2016: $464,1392016Assets 2017: $464,243Liabilities 2017: $0Net Assets 2017: $464,2432017Assets 2018: $462,373Liabilities 2018: $0Net Assets 2018: $462,3732018Assets 2019: $464,092Liabilities 2019: $0Net Assets 2019: $464,0922019Assets 2020: $469,551Liabilities 2020: $0Net Assets 2020: $469,5512020Assets 2021: $456,967Liabilities 2021: $0Net Assets 2021: $456,9672021Assets 2022: $464,517Liabilities 2022: $0Net Assets 2022: $464,5172022Assets 2023: $461,855Liabilities 2023: $0Net Assets 2023: $461,8552023

Highlighted filing

2023

Assets$461,855
Liabilities$0
Net Assets$461,855

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $24,3342010Revenue 2011: $34,322Expenses 2011: $20,423Net Income 2011: $13,8992011Expenses 2012: $14,4642012Revenue 2013: $29,985Expenses 2013: $16,542Net Income 2013: $13,4432013Revenue 2014: $28,283Expenses 2014: $23,452Net Income 2014: $4,8312014Revenue 2015: $27,721Expenses 2015: $23,019Net Income 2015: $4,7022015Revenue 2016: $23,750Expenses 2016: $26,034Net Income 2016: -$2,2842016Revenue 2017: $20,970Expenses 2017: $20,866Net Income 2017: $1042017Revenue 2018: $21,664Expenses 2018: $23,534Net Income 2018: -$1,8702018Revenue 2019: $21,877Expenses 2019: $20,158Net Income 2019: $1,7192019Revenue 2020: $22,929Expenses 2020: $17,470Net Income 2020: $5,4592020Revenue 2021: $28,072Expenses 2021: $40,656Net Income 2021: -$12,5842021Revenue 2022: $28,370Expenses 2022: $20,820Net Income 2022: $7,5502022Revenue 2023: $25,494Expenses 2023: $28,156Net Income 2023: -$2,6622023

Highlighted filing

2023

Revenue$25,494
Expenses$28,156
Net Income-$2,662

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.25$0.28$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.28$0.21$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.28$0.41$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.23$0.17$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.22$0.20$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.22$0.24$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.21$0.21$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.24$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.28$0.23$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.28$0.23$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.30$0.17$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.00$4.43$0.14
2011Summary only. Only limited summary data is available for this year.$2.52$0.00$2.52$0.34$0.20$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.00$2.33$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 10, 2024
Return Version
2023v5.0
Gross Receipts
$25,494
Mission and Program Overview

Mission

To preserve the qualities relating to the history of the city of edmond by preserving for public use, historic sites, buildings, and objects of local significance for the inspiration and benefit of the people of the city of edmond.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$414,453$414,453→ $0
Savings and Temporary Cash Investments$30,792$30,900▲ $108
Cash and Non-Interest-Bearing Accounts$16,080$13,310▼ $2,770
Land, Buildings, and Equipment, Net$3,192$3,192→ $0
Total Assets$464,517$461,855▼ $2,662
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$432,943$430,281▼ $2,662
Net Assets With Donor Restrictions$31,574$31,574→ $0
Total Net Assets Fund Balance$464,517$461,855▼ $2,662
Total Liabilities and Net Assets / Fund Balance$464,517$461,855▼ $2,662

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,192-$3,192
Compensation and Service Providers

Board Members and Trustees

NameTitle
James CrowderChairman
Lenzee BilkeVice Chairma
Lisa TruesdellSecretary
Michele KoopmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,386
Program Service Revenue
$0
Investment Income
$108
Other Revenue
$0
All Other Contributions
$2,419
Change in Net Assets
$-2,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,156
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
All Other Expenses$7,240--$7,240
Other Expenses$4,155--$4,155
Total Functional Expenses$28,156$0$0$28,156
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
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Edmond Historic Preservation Trust
EIN
73-1215593
Phone
4053412312
Address
PO BOX 4101, EDMOND, OK 73083

Signing Officer

Name
Michele Koopman
Title
Treasurer
Phone
4053412312
Signed
2024-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Crowder
Voting Board Members
11
Independent Board Members
2
Employees
0

Preparer

Firm
Hale & Company CPA Pc
Address
1300 E 15TH ST STE 150, EDMOND, OK 73013
Preparer
James R Hale
Phone
4053306000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To preserve the qualities relating to the history of the city of edmond by preserving for public use, historic sites, buildings, and objects of local significance for the inspiration and benefit of the people of the city of edmond.

Form 990, Part IX, Line 24E

Utilities 2,925 0 0 professional fees 2,745 0 0 dar- bell fund 500 0 0 dues & subscriptions 360 0 0 security 300 0 0 post office box 182 0 0 kathy thomas memorial 180 0 0 school house supplies 48 0 0 total 7,240 0 0

Raw XML Appendix282 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/TitleTxt3SECRETARY
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IRS990/InvestmentIncomeGrp/ExclusionAmt0108
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0414453
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IRS990/IRPDocumentCnt03
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IRS990/LandBldgEquipCostOrOtherBssAmt03192
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PRESERVE THE QUALITIES RELATING TO THE HISTORY OF THE CITY OF EDMOND BY PRESERVING FOR PUBLIC USE, HISTORIC SITES, BUILDINGS, AND OBJECTS OF LOCAL SIGNIFICANCE FOR THE INSPIRATION AND BENEFIT OF THE PEOPLE OF THE CITY OF EDMOND.
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1ADVERTISING
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IRS990/OtherExpensesGrp/ProgramServicesAmt07122
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt030792
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PRESERVE THE QUALITIES RELATING TO THE HISTORY OF THE CITY OF EDMOND BY PRESERVING FOR PUBLIC USE, HISTORIC SITES, BUILDINGS, AND OBJECTS OF LOCAL SIGNIFICANCE FOR THE INSPIRATION AND BENEFIT OF THE PEOPLE OF THE CITY OF EDMOND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTILITIES 2,925 0 0 PROFESSIONAL FEES 2,745 0 0 DAR- BELL FUND 500 0 0 DUES & SUBSCRIPTIONS 360 0 0 SECURITY 300 0 0 POST OFFICE BOX 182 0 0 KATHY THOMAS MEMORIAL 180 0 0 SCHOOL HOUSE SUPPLIES 48 0 0 TOTAL 7,240 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE KOOPMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053412312
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDMOND HISTORIC PRESERVATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EDMO
ReturnHeader/Filer/EIN0731215593
ReturnHeader/Filer/PhoneNum04053412312
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4101
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073083
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALE & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 E 15TH ST STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04053306000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02024-12-13T15:55:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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