Civic Intelligence

Edmond Historic Preservation Trust

990 • Fiscal year 2019 • EIN 73-1215593

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 21, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

59th percentile

7.9%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

1.0%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$464,092

Up $1,719 (+0.4%) from 2018

Net Assets

Up

$464,092

Up $1,719 (+0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin59th percentile

Revenue

Up

$21,877

Up $213 (+1.0%) from 2018

Expenses

Down

$20,158

Down $3,376 (-14%) from 2018

Net Income

Up

$1,719

Up $3,589 (+192%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2019

Assets$464,092
Liabilities$0
Net Assets$464,092
Open 2019 Filing

Operations Trend

Revenue Growth50th 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

2019

Revenue$21,877
Expenses$20,158
Net Income$1,719
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 21, 2020
Return Version
2019v5.0
Gross Receipts
$21,877
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$411,149$411,149→ $0
Savings and Temporary Cash Investments$30,506$30,665▲ $159
Cash and Non-Interest-Bearing Accounts$17,526$19,086▲ $1,560
Land, Buildings, and Equipment, Net$3,192$3,192→ $0
Total Assets$462,373$464,092▲ $1,719
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$430,799$432,518▲ $1,719
Net Assets With Donor Restrictions$31,574$31,574→ $0
Total Net Assets Fund Balance$462,373$464,092▲ $1,719
Total Liabilities and Net Assets / Fund Balance$462,373$464,092▲ $1,719

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,192-$3,192
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$21,719
Program Service Revenue
$0
Investment Income
$158
Other Revenue
$0
All Other Contributions
$1,719
Change in Net Assets
$1,719
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,158
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$6,995--$6,995
Other Expenses$2,992--$2,992
Total Functional Expenses$20,158$0$0$20,158
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
Gary Wallace
Title
Treasurer
Phone
4053412312
Signed
2020-02-21
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

“Professional fees 2,505 0 0 school house education 2,059 0 0 telephone 923 0 0 security 415 0 0 dues & subscriptions 349 0 0 office expense 209 0 0 conference expense 200 0 0 postage 121 0 0 web site 115 0 0 school house supplies 66 0 0 miscellaneous 33 0 0 total 6,995 0 0”

Raw XML Appendix289 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/InvestmentsPubTradedSecGrp/BOYAmt0411149
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IRS990/IRPDocumentCnt03
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IRS990/LoanOutstandingInd0false
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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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
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IRS990/NetAssetsOrFundBalancesBOYAmt0462373
IRS990/NetAssetsOrFundBalancesEOYAmt0464092
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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/ExplanationTxt3PROFESSIONAL FEES 2,505 0 0 SCHOOL HOUSE EDUCATION 2,059 0 0 TELEPHONE 923 0 0 SECURITY 415 0 0 DUES & SUBSCRIPTIONS 349 0 0 OFFICE EXPENSE 209 0 0 CONFERENCE EXPENSE 200 0 0 POSTAGE 121 0 0 WEB SITE 115 0 0 SCHOOL HOUSE SUPPLIES 66 0 0 MISCELLANEOUS 33 0 0 TOTAL 6,995 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/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-21
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ReturnHeader/FilingSecurityInformation/IPTm015:31:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALE & COMPANY CPA PC
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/PreparationDt02020-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02020-02-21T15:31:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,092
Liabilities
$0
Net assets
$464,092
Revenue
$21,877
Expenses
$20,158
Net income
$1,719
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