Civic Intelligence

Preservation Oklahoma Inc.

990EZ • Fiscal year 2014 • EIN 73-1432918

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 28, 2015

405 NW 15th St73103

(405) 525-5325

Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.09x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

4th percentile

-99%

Higher net margin than 4% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

60th percentile

8.5%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$457,685

Up $29,629 (+6.9%) from 2013

Net Assets

$443,478

No earlier filing loaded for comparison.

Liabilities

Up

$14,207

Up $6,029 (+74%) from 2013

Revenue

Up

$158,863

Up $12,456 (+8.5%) from 2013

Expenses

Up

$316,811

Up $53,346 (+20%) from 2013

Net Income

Down

-$157,948

Down $40,890 (-35%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $531,564Liabilities 2011: $1,141Net Assets 2011: $530,4232011Assets 2012: $538,075Liabilities 2012: $1,636Net Assets 2012: $536,4392012Assets 2013: $428,056Liabilities 2013: $8,1782013Assets 2014: $457,685Liabilities 2014: $14,207Net Assets 2014: $443,4782014Assets 2015: $423,063Net Assets 2015: $423,0632015Assets 2016: $200,325Net Assets 2016: $200,3252016Assets 2017: $126,436Net Assets 2017: $126,4362017Assets 2018: $147,714Net Assets 2018: $147,7142018Assets 2019: $151,855Liabilities 2019: $0Net Assets 2019: $151,8552019Assets 2020: $163,794Liabilities 2020: $19,9002020Assets 2021: $129,312Liabilities 2021: $17,000Net Assets 2021: $112,3122021Assets 2022: $172,277Liabilities 2022: $0Net Assets 2022: $172,2772022Assets 2023: $128,189Liabilities 2023: $0Net Assets 2023: $128,1892023Assets 2024: $96,011Liabilities 2024: $0Net Assets 2024: $96,0112024Assets 2025: $130,047Liabilities 2025: $3,235Net Assets 2025: $126,8122025

Highlighted filing

2014

Assets$457,685
Liabilities$14,207
Net Assets$443,478

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2011: $186,6592011Expenses 2012: $164,7182012Revenue 2013: $146,407Expenses 2013: $263,465Net Income 2013: -$117,0582013Revenue 2014: $158,863Expenses 2014: $316,811Net Income 2014: -$157,9482014Revenue 2015: $180,187Expenses 2015: $197,777Net Income 2015: -$17,5902015Revenue 2016: $161,643Expenses 2016: $186,509Net Income 2016: -$24,8662016Revenue 2017: $155,645Expenses 2017: $229,534Net Income 2017: -$73,8892017Revenue 2018: $199,819Expenses 2018: $178,541Net Income 2018: $21,2782018Revenue 2019: $218,489Expenses 2019: $214,348Net Income 2019: $4,1412019Revenue 2020: $139,599Expenses 2020: $147,560Net Income 2020: -$7,9612020Revenue 2021: $112,962Expenses 2021: $164,444Net Income 2021: -$51,4822021Revenue 2022: $239,220Expenses 2022: $179,255Net Income 2022: $59,9652022Revenue 2023: $121,156Expenses 2023: $165,244Net Income 2023: -$44,0882023Revenue 2024: $125,401Expenses 2024: $145,161Net Income 2024: -$19,7602024Revenue 2025: $125,042Expenses 2025: $126,081Net Income 2025: -$1,0392025

Highlighted filing

2014

Revenue$158,863
Expenses$316,811
Net Income-$157,948
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 28, 2015
Return Version
2013v4.0
Gross Receipts
$158,863
Mission and Program Overview

Mission

To encourage preservation of Oklahoma's historic places

Program Services

DescriptionGrantsExpenses
Maintain and develop the Overholser mansion, a house museum. Well over 5000 visitors annually. Programs and special events held at the museum to promote Oklahoma's history and historic preservation.$227,089$100,558
Quarterly newsletter sent to over 4500 recipients, disseminating information regarding preservation issues and projects, upcoming workshops, and grants.$23,273$24,500
Special events promoting historic preservation which includes tours, workshops and programming for statewide preservation conferences.$19,241$17,293
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David PettyjohnExecutive DirectorFT$60,000-$60,000
Katie AltshulerDirector-$0--
Barrett WilliamsonPresident-$0--
Susan AtkinsonSecretary-$0--
Jim CarringtonVice President-$0--
Kay DeckerTreasurer-$0--
Herb FritzDirector-$0--
Alice JohnsonDirector-$0--
Bill BryansDirector-$0--
Lisa MelchiorDirector-$0--
Kingkini ArendDirector-$0--
Brannyn McDougalDirector-$0--
Jennie BuchananDirector-$0--
Filing and Contact Details

Filer

EIN
73-1432918
Phone
4055255325

Signing Officer

Name
David Pettyjohn
Title
Executive Direc
Signed
2015-01-28
Discuss with paid preparer
Yes

Preparer

Preparer
David C Henderson
Phone
4057150660
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $385

Other Expenses.1002

Office Expenses $3399

Other Expenses.1005

Travel $5105

Other Expenses.1007

Conferences, Conventions, and Meetings $3284

Other Expenses.1012

Insurance $2569

Other Expenses.1

Restoration $121532

Other Expenses.2

Special Events $16845

Other Expenses.4

Other $7813

Other Expenses.5

Lawn Care $7558

Other Expenses.7

Telephone $3752

Other Expenses.8

National Registration Exp $3064

Other Expenses.9

Credit Card Fees $1744

Other Expenses.10

Dues and Subscriptions $1215

Other Expenses.11

Gift shop $341

Other Assets.1002

Furniture and Fixtures - Beginning $1891 Furniture and Fixtures - Ending $3835

Other Assets.1005

Accounts Receivable - Beginning $8102 Accounts Receivable - Ending $32131

Other Assets.1

Endowment - Beginning $10707 Endowment - Ending $192230

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $8178 Accounts Payable and Accrued Expenses - Ending $14207

Raw XML Appendix230 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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IRS990EZ/PrintingPublicationsPostageAmt014136
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Quarterly newsletter sent to over 4500 recipients, disseminating information regarding preservation issues and projects, upcoming workshops, and grants.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Maintain and develop the Overholser mansion, a house museum. Well over 5000 visitors annually. Programs and special events held at the museum to promote Oklahoma's history and historic preservation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Special events promoting historic preservation which includes tours, workshops and programming for statewide preservation conferences.
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IRS990EZ/WebsiteAddressTxt0www.preservationok.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0141556
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $5105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $3284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $2569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Restoration $121532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Special Events $16845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other $7813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Lawn Care $7558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Telephone $3752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10National Registration Exp $3064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Credit Card Fees $1744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Dues and Subscriptions $1215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Gift shop $341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Furniture and Fixtures - Beginning $1891 Furniture and Fixtures - Ending $3835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Receivable - Beginning $8102 Accounts Receivable - Ending $32131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Endowment - Beginning $10707 Endowment - Ending $192230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Payable and Accrued Expenses - Beginning $8178 Accounts Payable and Accrued Expenses - Ending $14207
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1001
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Pettyjohn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10Preservation Oklahoma Inc
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0731432918
ReturnHeader/Filer/PhoneNum04055255325
ReturnHeader/Filer/USAddress/AddressLine10405 NW 15th St
ReturnHeader/Filer/USAddress/City0Okla City
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10David C Henderson CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101741 W 33rd St Ste 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Edmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0730133838
ReturnHeader/PreparerPersonGrp/PhoneNum04057150660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David C Henderson
ReturnHeader/ReturnTs02015-01-28T12:56:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.03$1.27$1.25$1.26$0.01
2024Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$1.25$1.45$0.20
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$1.21$1.65$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$2.39$1.79$0.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.17$1.12$1.13$1.64$0.51
2020Summary only. Only limited summary data is available for this year.$1.64$0.20$1.40$1.48$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$2.18$2.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.48$1.48$2.00$1.79$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.56$2.30$0.74
2016Detailed filing. Detailed filing data is available for this year.$2.00$2.00$1.62$1.87$0.25
2015Detailed filing. Detailed filing data is available for this year.$4.23$4.23$1.80$1.98$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.58$0.14$4.43$1.59$3.17$1.58
2013Summary only. Only limited summary data is available for this year.$4.28$0.08$1.46$2.63$1.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.02$5.36$1.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$0.01$5.30$1.87