Civic Intelligence

Edmond Historical Society Inc

EIN 73-1329354 • 501(c)3 • Edmond, OK

Profile

Operations of the historical museum are dedicated to the history of edmond, oklahoma. Exhibits and special events are hosted promoting the awareness of the history of the city.

431 S BoulevardEdmond, OK 73034-3873

www.edmondhistory.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.05x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$55,397

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$524,346

Up $73,361 (+16%) from 2023

Liabilities

Down

$25,084

Down $4,634 (-16%) from 2023

Net Assets

Up

$499,262

Up $77,995 (+19%) from 2023

Revenue

Up

$520,770

Up $88,214 (+20%) from 2023

Expenses

Up

$447,679

Up $46,638 (+12%) from 2023

Net Income

Up

$73,091

Up $41,576 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $186,039Liabilities 2011: $2,806Net Assets 2011: $183,2332011Assets 2012: $215,121Liabilities 2012: $3,397Net Assets 2012: $211,7242012Assets 2013: $228,183Liabilities 2013: $4,655Net Assets 2013: $223,5282013Assets 2014: $199,921Liabilities 2014: $4,322Net Assets 2014: $195,5992014Assets 2015: $195,787Liabilities 2015: $4,418Net Assets 2015: $191,3692015Assets 2016: $389,250Liabilities 2016: $8,652Net Assets 2016: $380,5982016Assets 2017: $376,118Liabilities 2017: $5,400Net Assets 2017: $370,7182017Assets 2018: $354,246Liabilities 2018: $5,014Net Assets 2018: $349,2322018Assets 2019: $358,561Liabilities 2019: $8,774Net Assets 2019: $349,7872019Assets 2020: $379,363Liabilities 2020: $52,662Net Assets 2020: $326,7012020Assets 2021: $404,222Liabilities 2021: $5,649Net Assets 2021: $398,5732021Assets 2022: $397,194Liabilities 2022: $9,809Net Assets 2022: $387,3852022Assets 2023: $450,985Liabilities 2023: $29,718Net Assets 2023: $421,2672023Assets 2024: $524,346Liabilities 2024: $25,084Net Assets 2024: $499,2622024

Highlighted filing

2024

Assets$524,346
Liabilities$25,084
Net Assets$499,262

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $258,856Expenses 2011: $231,928Net Income 2011: $26,9282011Revenue 2012: $270,926Expenses 2012: $242,435Net Income 2012: $28,4912012Revenue 2013: $266,228Expenses 2013: $254,424Net Income 2013: $11,8042013Revenue 2014: $273,590Expenses 2014: $301,519Net Income 2014: -$27,9292014Revenue 2015: $282,207Expenses 2015: $286,437Net Income 2015: -$4,2302015Revenue 2016: $496,957Expenses 2016: $307,728Net Income 2016: $189,2292016Revenue 2017: $309,239Expenses 2017: $319,119Net Income 2017: -$9,8802017Revenue 2018: $307,821Expenses 2018: $329,307Net Income 2018: -$21,4862018Revenue 2019: $324,832Expenses 2019: $324,277Net Income 2019: $5552019Revenue 2020: $299,137Expenses 2020: $322,223Net Income 2020: -$23,0862020Revenue 2021: $412,200Expenses 2021: $340,328Net Income 2021: $71,8722021Revenue 2022: $395,227Expenses 2022: $394,933Net Income 2022: $2942022Revenue 2023: $432,556Expenses 2023: $401,041Net Income 2023: $31,5152023Revenue 2024: $520,770Expenses 2024: $447,679Net Income 2024: $73,0912024

Highlighted filing

2024

Revenue$520,770
Expenses$447,679
Net Income$73,091

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.25$4.99$5.21$4.48$0.73
2023Detailed filing. Detailed filing data is available for this year.$4.51$0.30$4.21$4.33$4.01$0.32
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.10$3.87$3.95$3.95$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.06$3.99$4.12$3.40$0.72
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.53$3.27$2.99$3.22$0.23
2019Summary only. Only limited summary data is available for this year.$3.59$0.09$3.50$3.25$3.24$0.01
2018Summary only. Only limited summary data is available for this year.$3.54$0.05$3.49$3.08$3.29$0.21
2017Summary only. Only limited summary data is available for this year.$3.76$0.05$3.71$3.09$3.19$0.10
2016Summary only. Only limited summary data is available for this year.$3.89$0.09$3.81$4.97$3.08$1.89
2015Summary only. Only limited summary data is available for this year.$1.96$0.04$1.91$2.82$2.86$0.04
2014Summary only. Only limited summary data is available for this year.$2.00$0.04$1.96$2.74$3.02$0.28
2013Summary only. Only limited summary data is available for this year.$2.28$0.05$2.24$2.66$2.54$0.12
2012Summary only. Only limited summary data is available for this year.$2.15$0.03$2.12$2.71$2.42$0.28
2011Summary only. Only limited summary data is available for this year.$1.86$0.03$1.83$2.59$2.32$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Gross Receipts
$529,976
Mission and Program Overview

Mission

Operations of the historical museum are dedicated to the history of edmond, oklahoma. Exhibits and special events are hosted promoting the awareness of the history of the city.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$202,363$291,018▲ $88,655
Land, Buildings, and Equipment, Net$164,333$140,977▼ $23,356
Prepaid Expenses and Deferred Charges-$10,000-
Accounts Receivable$3,636$3,722▲ $86
Other Notes and Loans Receivable, Net$3,498$2,304▼ $1,194
Total Assets$450,985$524,346▲ $73,361
Other Assets Total$77,155$76,325▼ $830
Liabilities
Other Liabilities$19,950$14,576▼ $5,374
Accounts Payable and Accrued Expenses$9,768$10,508▲ $740
Total Liabilities$29,718$25,084▼ $4,634
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$364,064$412,155▲ $48,091
Net Assets With Donor Restrictions$57,203$87,107▲ $29,904
Total Net Assets Fund Balance$421,267$499,262▲ $77,995
Total Liabilities and Net Assets / Fund Balance$450,985$524,346▲ $73,361

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$140,977$263,069$404,046
Other Assets Org$14,218--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amy StephensExecutive DiFT$55,397$55,397

Board Members and Trustees

NameTitle
Randy HiyanePresident
Brandon NewmanBoard Member
David ZornesBoard Member
Richard BernardBoard Member
Sheryl JanisBoard Member
Travis ConklinBoard Member
Victoria CaldwellBoard Member
Jennifer Williams MolockTrustee/dire
Chazlen RookCorporate of
William BlanchardPast-preside
Jim DentonSecretary
Ken ReesTreasurer
Todd BridgewaterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$393,360
Program Service Revenue
$110,154
Investment Income
$8,496
Other Revenue
$8,760
All Other Contributions
$83,840
Change in Net Assets
$73,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$321,539
Other Expenses$126,140
Total Fundraising Expense$3,395
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$216,393--$216,393
Current Officers, Directors, Trustees, and Key Employees$52,569$2,262$566$55,397
Depreciation Depletion$25,111$3,977-$29,088
Other Employee Benefits$28,767--$28,767
Payroll Taxes$20,766$173$43$20,982
Information Technology$14,127--$14,127
Fees for Services Accounting$12,615--$12,615
All Other Expenses$8,228$3,167-$11,395
Office Expenses$6,495--$6,495
Other Expenses$5,567-$2,786$5,567
Advertising$4,755--$4,755
Total Functional Expenses$434,705$9,579$3,395$447,679
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$14,576
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

The treasurer reviews the form 990 and then the board of directors is given a copy. The form 990 is emailed to each board member prior to the board meeting. The form 990 is reviewed and discussed at the meeting.

Form 990, Page 6, Part VI, Line 12C

A form is submitted annually by staff members and board members as to their role with other agencies and boards. The form is then reviewed and kept on file.

Form 990, Page 6, Part VI, Line 15A

National salary survey statistics from guidestar are reviewed by the executive committee and then compared to local salary rates. An employee evaluation is also conducted prior to finalizing salary increases.

Form 990, Page 6, Part VI, Line 15B

The same procedures used to determine the executive directors salary are also used for officers and key employees.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Edmond Historical Society Inc
EIN
73-1329354
Phone
4053400078
Address
431 S BOULEVARD, EDMOND, OK 73034-3873

Signing Officer

Name
Amy Stephens
Title
Executive Director
Phone
4053400078
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Stephens
Voting Board Members
13
Independent Board Members
13
Employees
14
Volunteers
20

Preparer

Firm
Bell & Rhodes Pc
Address
14220 BARBOUR AVE, OKLAHOMA CITY, OK 73134
Preparer
J Michael Bell
Phone
4053412863
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IRS990/MembershipDuesAmt01520
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OPERATIONS OF THE HISTORICAL MUSEUM ARE DEDICATED TO THE HISTORY OF EDMOND, OKLAHOMA. EXHIBITS AND SPECIAL EVENTS ARE HOSTED PROMOTING THE AWARENESS OF THE HISTORY OF THE CITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/OfficeExpensesGrp/ProgramServicesAmt06495
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028767
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IRS990/OtherExpensesGrp/Desc0EXHIBIT FEES & TRANSPOR
IRS990/OtherExpensesGrp/Desc1EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc2CLEANING AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PR PROCESSING/DEVELOPMENT
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IRS990/OtherExpensesGrp/ProgramServicesAmt017394
IRS990/OtherExpensesGrp/ProgramServicesAmt110315
IRS990/OtherExpensesGrp/ProgramServicesAmt211603
IRS990/OtherExpensesGrp/ProgramServicesAmt35567
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IRS990/OtherRevenueTotalAmt01019
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0216393
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03498
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02304
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt043
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0173
IRS990/PayrollTaxesGrp/ProgramServicesAmt020766
IRS990/PayrollTaxesGrp/TotalAmt020982
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010000
IRS990/PrincipalOfficerNm0AMY STEPHENS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION INCOME
IRS990/ProgramServiceRevenueGrp/Desc1EXHIBITS AND EVENT RENTALS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt089538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120616
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherRevenueAmt01981
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0521480
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 4,291 PPP LOAN INCOME 46,675
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0337300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0317156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0304584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0272922
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0162
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08616
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0466986
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0644
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt047994
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0905
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IRS990ScheduleA/PublicSupportPY170Pct00.96590
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt062107
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt114218
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OKLAHOMA CITY COMM. FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT-TO-USE ASSET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014576
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0140977
IRS990ScheduleD/TotalBookValueOtherAssetsAmt076325
IRS990ScheduleD/TotalLiabilityAmt014576
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWS THE FORM 990 AND THEN THE BOARD OF DIRECTORS IS GIVEN A COPY. THE FORM 990 IS EMAILED TO EACH BOARD MEMBER PRIOR TO THE BOARD MEETING. THE FORM 990 IS REVIEWED AND DISCUSSED AT THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A FORM IS SUBMITTED ANNUALLY BY STAFF MEMBERS AND BOARD MEMBERS AS TO THEIR ROLE WITH OTHER AGENCIES AND BOARDS. THE FORM IS THEN REVIEWED AND KEPT ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NATIONAL SALARY SURVEY STATISTICS FROM GUIDESTAR ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND THEN COMPARED TO LOCAL SALARY RATES. AN EMPLOYEE EVALUATION IS ALSO CONDUCTED PRIOR TO FINALIZING SALARY INCREASES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SAME PROCEDURES USED TO DETERMINE THE EXECUTIVE DIRECTORS SALARY ARE ALSO USED FOR OFFICERS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0447679
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IRS990/TotalLiabilitiesGrp/BOYAmt029718
IRS990/TotalLiabilitiesGrp/EOYAmt025084
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0421267

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