Civic Intelligence

Preservation Oklahoma Inc.

990EZ • Fiscal year 2021 • EIN 73-1432918

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 05, 2022

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

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.15x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-46%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

91st percentile

$43,408

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 38.4% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-19%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$129,312

Down $34,482 (-21%) from 2020

Net Assets

$112,312

No earlier filing loaded for comparison.

Liabilities

Down

$17,000

Down $2,900 (-15%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin12th percentile

Revenue

Down

$112,962

Down $26,637 (-19%) from 2020

Expenses

Up

$164,444

Up $16,884 (+11%) from 2020

Net Income

Down

-$51,482

Down $43,521 (-547%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2021

Assets$129,312
Liabilities$17,000
Net Assets$112,312
Open 2021 Filing

Operations Trend

Revenue Growth32nd 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

2021

Revenue$112,962
Expenses$164,444
Net Income-$51,482
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 5, 2022
Return Version
2020v4.0
Gross Receipts
$112,962
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.$54,715-
Quarterly newsletter sent to over 4500 recipients, disseminating information regarding preservation issues and projects, upcoming workshops, and grants.$15,158-
Special events promoting historic preservation which includes tours, workshops and programming for statewide preservation conferences.$4,500-
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chantry BanksExecutive DirectorFT$43,408-$43,408
Lisa EscalonMuseum Coord.FT$31,758-$31,758
Sarah JordanDirector-$0--
Linda BarnettDirector-$0--
Cherish RallsDirector-$0--
Carissa StevensDirector-$0--
Ashford ThomsonDirector-$0--
Rusty MilroyDirector-$0--
Daniel MathisDirector-$0--
Aiden WilsonDirector-$0--
Tori RainesVice President-$0--
Chad HuntingtonPresident-$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
2022-01-05
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.2

“Supplies $11127”

Other Expenses.3

“Program Services $6061”

Other Expenses.4

“Other Program expenses $2683”

Other Expenses.5

“Payroll Processing $1630”

Other Expenses.6

“Communication $1464”

Other Expenses.7

“Insurance $1373”

Other Expenses.8

“Website $1280”

Other Expenses.9

“Membership dues $1029”

Other Expenses.10

“Software $666”

Other Expenses.11

“Security $256”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $867”

Total Liabilities.1

“PPP Loan - Beginning $19900 PPP Loan - Ending $17000”

Raw XML Appendix217 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/CompensationAmt1143408
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Jordan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda Barnett
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Museum Coord.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Executive Dir.
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IRS990EZ/OtherChangesInNetAssetsAmt019900
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IRS990EZ/PrintingPublicationsPostageAmt015158
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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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24500
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies $11127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Services $6061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Program expenses $2683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payroll Processing $1630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Communication $1464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $1373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Website $1280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Membership dues $1029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Software $666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Security $256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PPP Loan - Beginning $19900 PPP Loan - Ending $17000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chantry Banks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-05
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/ReturnTs02022-01-05T11:05:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Chantry
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Banks
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,312
Liabilities
$17,000
Net assets
$112,312
Revenue
$112,962
Expenses
$164,444
Net income
-$51,482
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
2021Detailed filing. Detailed filing data is available for this year.$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