Civic Intelligence

Preservation Oklahoma Inc.

990EZ • Fiscal year 2017 • EIN 73-1432918

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 19, 2018

Organization Profilewww.preservationok.org
405 NW 15th StOkla City, OK 73103

(405) 525-5325

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

94th percentile

$60,500

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 38.9% of source-year revenue.

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

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.7%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$126,436

Down $73,889 (-37%) from 2016

Net Assets

Down

$126,436

Down $73,889 (-37%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$155,645

Down $5,998 (-3.7%) from 2016

Expenses

Up

$229,534

Up $43,025 (+23%) from 2016

Net Income

Down

-$73,889

Down $49,023 (-197%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2017

Assets$126,436
Liabilities-
Net Assets$126,436
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

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

2017

Revenue$155,645
Expenses$229,534
Net Income-$73,889
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 19, 2018
Return Version
2016v3.0
Gross Receipts
$155,645
Mission and Program Overview

Mission

To encourage preservation of Oklahoma's historic places

Program Services

DescriptionGrantsExpenses
Quarterly newsletter sent to over 4500 recipients, disseminating information regarding preservation issues and projects, upcoming workshops, and grants.$104,873$31,500
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.$50,795$10,000
Special events promoting historic preservation which includes tours, workshops and programming for statewide preservation conferences.$17,706$10,364
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David PettyjohnExecutive DirectorFT$60,500-$60,500
Melissa HuntDirector-$0--
Linda BarnettDirector-$0--
Cherish RallsTreasurer-$0--
Sharon AstrinDirector-$0--
Jeff ErwinVice President-$0--
Cassandra PetersSecretary-$0--
Travis OwensDirector-$0--
Corey PhillipsDirector-$0--
Mike GallagherPresident-$0--
Melyn JohnsonDirector-$0--
Jennifer BlairDirector-$0--
Filing and Contact Details

Filer

Filer Name
Preservation Oklahoma Inc
EIN
73-1432918
Phone
4055255325
Address
405 NW 15th St, Okla City, OK 73103

Signing Officer

Name
Cayla Lewis
Title
Executive Direc
Signed
2018-03-19
Discuss with paid preparer
Yes

Preparer

Firm
David C Henderson CPA Inc
Address
1741 W 33rd St Ste 120, Edmond, OK 73013-3838
Preparer
David C Henderson
Phone
4057150660
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $6064”

Other Expenses.1002

“Office Expenses $4170”

Other Expenses.1003

“Information Technology $914”

Other Expenses.1005

“Travel $10776”

Other Expenses.1012

“Insurance $1070”

Other Expenses.1

“Special Events $28582”

Other Expenses.3

“Other Program expenses $10816”

Other Expenses.4

“Communication $4325”

Other Expenses.5

“National Registration Exp $3122”

Other Expenses.6

“Training and Education $1358”

Other Assets.1005

“Accounts Receivable - Beginning $25999 Accounts Receivable - Ending $0”

Raw XML Appendix208 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/BooksInCareOfDetail/USAddress/CityNm0Okla City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073103
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt560500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melissa Hunt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda Barnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cherish Ralls
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sharon Astrin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeff Erwin
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Cassandra Peters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Travis Owens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Corey Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Mike Gallagher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Melyn Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Jennifer Blair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025999
IRS990EZ/OtherExpensesTotalAmt071197
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To encourage preservation of Oklahoma's historic places
IRS990EZ/PrintingPublicationsPostageAmt018390
IRS990EZ/ProgramServiceRevenueAmt062093
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0104873
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt150795
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt217706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210364
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0108919
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0229534
IRS990EZ/TotalProgramServiceExpensesAmt0173374
IRS990EZ/TotalRevenueAmt0155645
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IRS990EZ/WebsiteAddressTxt0www.preservationok.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0126274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0152806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0141556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0122880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0636613
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0455
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0809
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02816
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78590
IRS990ScheduleA/PublicSupportPY170Pct00.80500
IRS990ScheduleA/PublicSupportTotal170Amt0502535
IRS990ScheduleA/SubstantialContributorsTotAmt0134078
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0126274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0152806
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0141556
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0122880
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0636613
IRS990ScheduleA/TotalSupportAmt0639429
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $6064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $4170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $10776
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Special Events $28582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Program expenses $10816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Communication $4325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8National Registration Exp $3122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Training and Education $1358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Receivable - Beginning $25999 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1005
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cayla Lewis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Preservation Oklahoma Inc
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0731432918
ReturnHeader/Filer/PhoneNum04055255325
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 NW 15th St
ReturnHeader/Filer/USAddress/CityNm0Okla City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David C Henderson CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01741 W 33rd St Ste 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0730133838
ReturnHeader/PreparerPersonGrp/PhoneNum04057150660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David C Henderson
ReturnHeader/ReturnTs02018-03-19T09:20:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$126,436
Liabilities
-
Net assets
$126,436
Revenue
$155,645
Expenses
$229,534
Net income
-$73,889
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits