Civic Intelligence

Preservation Oklahoma Inc.

990 • Fiscal year 2022 • EIN 73-1432918

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 03, 2023

Organization Profilewww.preservationok.org
405 NW 15th StOklahoma City, OK 73103-3503

(405) 525-5325

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$49,500

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

78th percentile

33%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

112%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$172,277

Up $42,965 (+33%) from 2021

Net Assets

Up

$172,277

Up $59,965 (+53%) from 2021

Liabilities

Down

$0

Down $17,000 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin75th percentile

Revenue

Up

$239,220

Up $126,258 (+112%) from 2021

Expenses

Up

$179,255

Up $14,811 (+9.0%) from 2021

Net Income

Up

$59,965

Up $111,447 (+216%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2022

Assets$172,277
Liabilities$0
Net Assets$172,277
Open 2022 Filing

Operations Trend

Revenue Growth85th 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

2022

Revenue$239,220
Expenses$179,255
Net Income$59,965
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 3, 2023
Return Version
2021v4.2
Gross Receipts
$239,220
Mission and Program Overview

Mission

To encourage preservation of Oklahoma's historic places

To preserve the places where Oklahoma history lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$97,722-
Cash and Non-Interest-Bearing Accounts$128,445$74,365▼ $54,080
Prepaid Expenses and Deferred Charges$867$190▼ $677
Total Assets$129,312$172,277▲ $42,965
Liabilities
Other Liabilities$17,000--
Total Liabilities$17,000$0▼ $17,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$95,408-
Net Assets Without Donor Restrictions$112,312$76,869▼ $35,443
Total Net Assets Fund Balance$112,312$172,277▲ $59,965
Total Liabilities and Net Assets / Fund Balance$129,312$172,277▲ $42,965
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Chantry BanksExecutive DirectorFT$49,500$49,500
Lisa EscalonMuseum CoordinatorFT$31,758$31,758

Board Members and Trustees

NameTitle
Chad HuntingtonPresident
Tori RainesVice-President
Aidan WilsonMember at Large
Ashford ThompsonMember at Large
Cherish RallsMember at Large
Daniel MathisMember at Large
Linda BarnettMember at Large
Rusty MilroyMember at Large
Sandino ThompsonMember at Large
Sarah JordonMember at Large
Stacy ReavesMember at Large
Carissa StevensSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$228,814
Program Service Revenue
$0
Investment Income
$10,406
Other Revenue
$0
All Other Contributions
$63,649
Change in Net Assets
$59,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90,629
Salaries, Compensation, and Employee Benefits$88,626
Total Fundraising Expense$9,863
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$82,099-$82,099
Information Technology$30,759$1,786-$32,545
Occupancy$30,130$1,446-$31,576
Conferences and Meetings$78$2,483$9,863$12,424
Payroll Taxes-$6,527-$6,527
Fees for Services Accounting-$6,044-$6,044
Office Expenses$155$3,483-$3,638
Insurance-$3,146-$3,146
Travel-$718-$718
Advertising$110--$110
Other Expenses-$88-$88
Total Functional Expenses$61,232$108,160$9,863$179,255
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gumerson$51,212$51,212$6,369$44,843
Total Events$51,212$51,212$6,369$44,843
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP Loan-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

“A copy of the Form 990 was presented to the Executive Director and the Board of Directors prior to the filing of the return with the Internal Revenue Service.”

Conflict of interest policy compliance Part VI line 12C

“The Board of Directors monitors the activities of the members of the Board of Directors as it relates to the conflict of interest policy of the organization.”

Form 990 availability to public Part VI line 18

“The organization makes its Form 990 available to the public upon written request.”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents, policies, and financial statements available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Preservation Oklahoma Inc
EIN
73-1432918
Address
405 NW 15th St, Oklahoma City, OK 73103-3503

Signing Officer

Name
Chantry Banks
Title
Executive Direc
Phone
4055255325
Signed
2023-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chad Huntington
Formed
1992
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
10

Preparer

Firm
The Springer Company
Address
PO Box 23343, Oklahoma City, OK 73123-2343
Preparer
Jeremiah R Springer
Phone
4057530729
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IRS990/PrincipalOfficerNm0Chad Huntington
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IRS990/ProgSrvcAccomActy2Grp/Desc0Believing communities are enriched when we connect history to our present and future, we remain Oklahomas only private, non-profit organization dedicated to promoting, supporting, and coordinating historic preservation throughout our state. From monthly presentations at History & Hops and online learning with Window Workshop to partnering with the National Trust for Historic Preservation on This Place Matters, our educational events are reaching more people than every before.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Preservation Oklahoma NEWS, the newsletter of Oklahomas historic preservation community, is published quarterly. With editorial content provided by the State Historic Preservation Office (a division of the Oklahoma Historical Society), the newsletter contains articles on Oklahomas historic sites and architecture; serves as a record of sites added to the National Register of Historic Places; contains an extensive list of workshops, symposiums, and educational series; and informs readers of grant and funding opportunities for preservation projects. The newsletter is regularly distributed to over 5,000 subscribers, and it is viewable online at www.preservationok.org.
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IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 was presented to the Executive Director and the Board of Directors prior to the filing of the return with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors monitors the activities of the members of the Board of Directors as it relates to the conflict of interest policy of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its Form 990 available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, policies, and financial statements available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/WebsiteAddressTxt0www.preservationok.org
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,277
Liabilities
$0
Net assets
$172,277
Revenue
$239,220
Expenses
$179,255
Net income
$59,965
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
2022Detailed filing. Detailed filing data is available for this year.$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