Civic Intelligence

Edmond Historic Preservation Trust

990 • Fiscal year 2017 • EIN 73-1215593

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 07, 2018

Organization ProfileN/A
PO Box 4101Edmond, OK 73083

(405) 341-2312

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

43rd percentile

0.5%

Higher net margin than 43% 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

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$464,243

Up $104 (+0.0%) from 2016

Net Assets

Up

$464,243

Up $104 (+0.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin43rd percentile

Revenue

Down

$20,970

Down $2,780 (-12%) from 2016

Expenses

Down

$20,866

Down $5,168 (-20%) from 2016

Net Income

Up

$104

Up $2,388 (+105%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2017

Assets$464,243
Liabilities$0
Net Assets$464,243
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

2017

Revenue$20,970
Expenses$20,866
Net Income$104
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 7, 2018
Return Version
2017v2.2
Gross Receipts
$20,970
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$371,032$411,149▲ $40,117
Savings and Temporary Cash Investments$71,161$30,416▼ $40,745
Cash and Non-Interest-Bearing Accounts$18,754$19,486▲ $732
Land, Buildings, and Equipment, Net$3,192$3,192→ $0
Total Assets$464,139$464,243▲ $104
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$432,565$432,669▲ $104
Temporarily Rstr Net Assets$31,574$31,574→ $0
Total Net Assets Fund Balance$464,139$464,243▲ $104
Total Liabilities and Net Assets / Fund Balance$464,139$464,243▲ $104

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,192-$3,192
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Stephanie CarelChairman
Lisa TruesdellVice Chairma
Sue LumpkinSecretary
Gary WallaceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,864
Program Service Revenue
$0
Investment Income
$106
Other Revenue
$0
All Other Contributions
$864
Change in Net Assets
$104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,866
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$5,208--$5,208
Other Expenses$2,405--$2,405
Total Functional Expenses$20,866$0$0$20,866
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 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
Gary Wallace
Title
Treasurer
Phone
4053412312
Signed
2018-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Carel
Voting Board Members
12
Independent Board Members
2
Employees
0
Volunteers
20

Preparer

Firm
Hale & Company CPA Pc
Address
1300 EAST 15TH ST SUITE 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

“Advertising 1,039 0 0 school house education 1,013 0 0 miscellaneous 773 0 0 telephone 477 0 0 security 440 0 0 school house supplies 422 0 0 web site 360 0 0 dues & subscriptions 300 0 0 office expense 243 0 0 post office box 86 0 0 postage 55 0 0 total 5,208 0 0”

Raw XML Appendix287 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/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt020000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0106
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0371032
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0411149
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03192
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03192
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0464139
IRS990/NetAssetsOrFundBalancesEOYAmt0464243
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc2UTILITIES
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IRS990/OtherExpensesGrp/ProgramServicesAmt15166
IRS990/OtherExpensesGrp/ProgramServicesAmt22775
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IRS990ScheduleA/CommunityTrustInd0X
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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/ExplanationTxt3ADVERTISING 1,039 0 0 SCHOOL HOUSE EDUCATION 1,013 0 0 MISCELLANEOUS 773 0 0 TELEPHONE 477 0 0 SECURITY 440 0 0 SCHOOL HOUSE SUPPLIES 422 0 0 WEB SITE 360 0 0 DUES & SUBSCRIPTIONS 300 0 0 OFFICE EXPENSE 243 0 0 POST OFFICE BOX 86 0 0 POSTAGE 55 0 0 TOTAL 5,208 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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IRS990/USAddress/ZIPCd073083
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IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053412312
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDMOND HISTORIC PRESERVATION TRUST
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:46:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 EAST 15TH ST SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04053306000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02018-02-16T08:46:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,243
Liabilities
$0
Net assets
$464,243
Revenue
$20,970
Expenses
$20,866
Net income
$104
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