Civic Intelligence

Preservation Oklahoma Inc.

990EZ • Fiscal year 2020 • EIN 73-1432918

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 16, 2021

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

76th percentile

0.12x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.14x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

32nd percentile

-5.7%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$57,087

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 40.9% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

55th percentile

7.9%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-36%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Flat

$163,794

Flat from 2020

Net Assets

$143,894

No earlier filing loaded for comparison.

Liabilities

Flat

$19,900

Flat from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin32nd percentile

Revenue

Flat

$139,599

Flat from 2020

Expenses

Flat

$147,560

Flat from 2020

Net Income

Flat

-$7,961

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th 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: $19,900Net Assets 2020: $143,8942020Assets 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

2020

Assets$163,794
Liabilities$19,900
Net Assets$143,894
Open 2020 Filing

Operations Trend

Revenue Growth31st 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 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

2020

Revenue$139,599
Expenses$147,560
Net Income-$7,961
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 16, 2021
Return Version
2019v5.0
Gross Receipts
$139,599
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.$68,045$45,000
Quarterly newsletter sent to over 4500 recipients, disseminating information regarding preservation issues and projects, upcoming workshops, and grants.$10,243$21,327
Special events promoting historic preservation which includes tours, workshops and programming for statewide preservation conferences.$3,092$2,758
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cayla LewisExecutive DirectorFT$57,087-$57,087
Sarah JordanVice President-$0--
Linda BarnettDirector-$0--
Cherish RallsDirector-$0--
Carissa StevensDirector-$0--
Jeff ErwinDirector-$0--
Rusty MilroyDirector-$0--
Daniel MathisPresident-$0--
Travis OwensDirector-$0--
Tori RainesDirector-$0--
Brad WilsonDirector-$0--
Chad HuntingtonTreasurer-$0--
Lyne RostochilSecretary-$0--
Chantry BanksExecutive Director-$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
Chantry Banks
Title
Executive Director
Signed
2021-03-16
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1130”

Other Expenses.1002

“Office Expenses $2095”

Other Expenses.1003

“Information Technology $548”

Other Expenses.1005

“Travel $2267”

Other Expenses.1012

“Insurance $3125”

Other Expenses.1

“Grounds $9170”

Other Expenses.3

“Newletter $4580”

Other Expenses.4

“Other Program expenses $4113”

Other Expenses.5

“Fund raising expenses $3957”

Other Expenses.6

“Catering $2296”

Other Expenses.7

“Communication $2218”

Other Expenses.9

“Membership dues $1122”

Other Expenses.10

“Professional Development $1012”

Other Expenses.11

“Bank and credit card fees $364”

Total Liabilities.1

“PPP Loan - Beginning $0 PPP Loan - Ending $19900”

Raw XML Appendix225 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda Barnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cherish Ralls
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Carissa Stevens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeff Erwin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rusty Milroy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Daniel Mathis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Travis Owens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tori Raines
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Brad Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Chad Huntington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Cayla Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Lyne Rostochil
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Chantry Banks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037997
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To encourage preservation of Oklahoma's historic places
IRS990EZ/PrintingPublicationsPostageAmt05832
IRS990EZ/ProgramServiceRevenueAmt032322
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/GrantsAndAllocationsAmt010243
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt168045
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23092
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt145000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22758
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.preservationok.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0138748
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0337
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0708213
IRS990ScheduleA/TotalSupportAmt0712322
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $2267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $3125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Grounds $9170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Newletter $4580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other Program expenses $4113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fund raising expenses $3957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Catering $2296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Communication $2218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership dues $1122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Professional Development $1012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bank and credit card fees $364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PPP Loan - Beginning $0 PPP Loan - Ending $19900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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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 Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chantry Banks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-16
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/PreparerFirmEIN0731336824
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/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04057150660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David C Henderson
ReturnHeader/ReturnTs02021-03-16T08:16:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,794
Liabilities
$19,900
Net assets
$143,894
Revenue
$139,599
Expenses
$147,560
Net income
-$7,961
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
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.20$1.44$1.40$1.48$0.08
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