Civic Intelligence

Preservation Oklahoma Inc.

990 • Fiscal year 2023 • EIN 73-1432918

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 15, 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-36%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$50,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 41.3% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-26%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-49%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$128,189

Down $44,088 (-26%) from 2022

Net Assets

Down

$128,189

Down $44,088 (-26%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$121,156

Down $118,064 (-49%) from 2022

Expenses

Down

$165,244

Down $14,011 (-7.8%) from 2022

Net Income

Down

-$44,088

Down $104,053 (-174%) from 2022

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

2023

Assets$128,189
Liabilities$0
Net Assets$128,189

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

2023

Revenue$121,156
Expenses$165,244
Net Income-$44,088
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 15, 2023
Return Version
2022v5.0
Gross Receipts
$121,156
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$101,136▲ $3,414
Cash and Non-Interest-Bearing Accounts$74,365$27,053▼ $47,312
Prepaid Expenses and Deferred Charges$190--
Total Assets$172,277$128,189▼ $44,088
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$76,869$172,278▲ $95,409
Net Assets With Donor Restrictions$95,408$-44,089▼ $139,497
Total Net Assets Fund Balance$172,277$128,189▼ $44,088
Total Liabilities and Net Assets / Fund Balance$172,277$128,189▼ $44,088
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Chantry BanksExecutive DirectorFT$50,000$50,000

Board Members and Trustees

NameTitle
Tori RainesPresident
Carissa StevensVice-President
Aidan WilsonBoard Member at Large
Ashford ThomsonBoard Member at Large
Chad HuntingtonBoard Member at Large
Erin SullivanBoard Member at Large
Kay DeckerBoard Member at Large
Mike CatheyBoard Member at Large
Pam FischerBoard Member at Large
Rusty MilroyBoard Member at Large
Sandino ThompsonBoard Member at Large
Sarah JordanBoard Member at Large
Stacy ReavesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$107,175
Program Service Revenue
$0
Investment Income
$13,981
Other Revenue
$0
All Other Contributions
$36,842
Change in Net Assets
$-44,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$88,456
Other Expenses$76,788
Total Fundraising Expense$9,143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$50,000-$50,000
Occupancy$23,519$9,583-$33,102
Other Salaries and Wages$32,239--$32,239
Conferences and Meetings$5,258$1,740$5,506$12,504
Information Technology$9,411$2,022$453$11,886
Fees for Services Accounting$3,282$3,939$1,947$9,168
Payroll Taxes$2,402$3,815-$6,217
Insurance$190$2,679-$2,869
Office Expenses$1,411$1,411-$2,822
Advertising$1,253$107$1,237$2,597
Travel-$1,643-$1,643
Other Expenses-$197-$197
Total Functional Expenses$78,965$77,136$9,143$165,244
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
General$20,974$20,974-$20,974
Total Events$20,974$20,974-$20,974
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 Directorsprior 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 asit 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 statementsavailable 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
2023-10-15
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
22

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/OfficeExpensesGrp/TotalAmt02822
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Banking Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0197
IRS990/OtherExpensesGrp/TotalAmt0197
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt032239
IRS990/OtherSalariesAndWagesGrp/TotalAmt032239
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03815
IRS990/PayrollTaxesGrp/ProgramServicesAmt02402
IRS990/PayrollTaxesGrp/TotalAmt06217
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0190
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0228814
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010406
IRS990/PYOtherExpensesAmt090629
IRS990/PYRevenuesLessExpensesAmt059965
IRS990/PYSalariesCompEmpBnftPaidAmt088626
IRS990/PYTotalExpensesAmt0179255
IRS990/PYTotalRevenueAmt0239220
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-44088
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt086201
IRS990/SavingsAndTempCashInvstGrp/BOYAmt097722
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0101136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0107175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0228814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0138748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0216905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0804514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013981
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01584
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026912
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93720
IRS990ScheduleA/PublicSupportPY170Pct00.92710
IRS990ScheduleA/PublicSupportTotal170Amt0779211
IRS990ScheduleA/SubstantialContributorsTotAmt025303
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0107175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0228814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112872
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0138748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0216905
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0804514
IRS990ScheduleA/TotalSupportAmt0831426
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0General
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020974
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020974
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Aidan Wilson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Board Member at Large
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 was presented to the Executive Director and the Board of Directorsprior 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 asit 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 statementsavailable 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0172277
IRS990/TotalAssetsEOYAmt0128189
IRS990/TotalAssetsGrp/BOYAmt0172277
IRS990/TotalAssetsGrp/EOYAmt0128189
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0107175
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09143
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt077136
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078965
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165244
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0172277
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0128189
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt078965
IRS990/TotalReportableCompFromOrgAmt050000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013981
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0121156
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt022
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0172277
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0128189
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01643
IRS990/TravelGrp/TotalAmt01643
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0www.preservationok.org
IRS990/WhistleblowerPolicyInd0false

Document Assets

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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
2023Detailed filing. Detailed filing data is available for this year.$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