Civic Intelligence

Friends of the Oklahoma History

EIN 73-1595728 • 501(c)3 • Oklahoma City, OK

Profile

To provide broad-based advisory, planning and financial support for the various exhibits, projects, educational programs and initiatives undertaken by the oklahoma history museum.

800 Nazih Zuhdi DrOklahoma City, OK 73105-7917

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

87th percentile

47%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

359%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$330,933

Down $163,891 (-33%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$330,933

Down $163,891 (-33%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin76th percentile

Revenue

Down

$147,980

Down $215,504 (-59%) from 2023

Expenses

Down

$335,480

Down $316,203 (-49%) from 2023

Net Income

Up

-$187,500

Up $100,699 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $629,829Liabilities 2011: $107,183Net Assets 2011: $522,6462011Assets 2012: $1,154,487Liabilities 2012: $103,043Net Assets 2012: $1,051,4442012Assets 2013: $1,345,702Liabilities 2013: $32,518Net Assets 2013: $1,313,1842013Assets 2014: $1,082,182Liabilities 2014: $0Net Assets 2014: $1,082,1822014Assets 2015: $1,206,690Liabilities 2015: $0Net Assets 2015: $1,206,6902015Assets 2016: $595,817Liabilities 2016: $0Net Assets 2016: $595,8172016Assets 2017: $544,461Liabilities 2017: $0Net Assets 2017: $544,4612017Assets 2018: $498,517Liabilities 2018: $0Net Assets 2018: $498,5172018Assets 2019: $805,672Liabilities 2019: $0Net Assets 2019: $805,6722019Assets 2020: $673,520Liabilities 2020: $0Net Assets 2020: $673,5202020Assets 2021: $888,044Liabilities 2021: $0Net Assets 2021: $888,0442021Assets 2022: $783,023Liabilities 2022: $0Net Assets 2022: $783,0232022Assets 2023: $494,824Liabilities 2023: $0Net Assets 2023: $494,8242023Assets 2024: $330,933Liabilities 2024: $0Net Assets 2024: $330,9332024

Highlighted filing

2024

Assets$330,933
Liabilities$0
Net Assets$330,933
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $359,638Expenses 2011: $516,754Net Income 2011: -$157,1162011Expenses 2012: $322,7662012Expenses 2013: $453,3092013Revenue 2014: $488,191Expenses 2014: $719,193Net Income 2014: -$231,0022014Revenue 2015: $588,247Expenses 2015: $463,739Net Income 2015: $124,5082015Revenue 2016: $270,649Expenses 2016: $881,522Net Income 2016: -$610,8732016Revenue 2017: $312,282Expenses 2017: $363,638Net Income 2017: -$51,3562017Revenue 2018: $353,476Expenses 2018: $399,420Net Income 2018: -$45,9442018Revenue 2019: $491,731Expenses 2019: $184,576Net Income 2019: $307,1552019Revenue 2020: $251,977Expenses 2020: $384,129Net Income 2020: -$132,1522020Revenue 2021: $685,103Expenses 2021: $457,168Net Income 2021: $227,9352021Revenue 2022: $516,018Expenses 2022: $621,039Net Income 2022: -$105,0212022Revenue 2023: $363,484Expenses 2023: $651,683Net Income 2023: -$288,1992023Revenue 2024: $147,980Expenses 2024: $335,480Net Income 2024: -$187,5002024

Highlighted filing

2024

Revenue$147,980
Expenses$335,480
Net Income-$187,500
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$330,933
Liabilities
$0
Net assets
$330,933
Revenue
$147,980
Expenses
$335,480
Net income
-$187,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$0.15$0.34$0.19
2023Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.36$0.65$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.52$0.62$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.69$0.46$0.23
2020Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.25$0.38$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.49$0.18$0.31
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.35$0.40$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.31$0.36$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.27$0.88$0.61
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.59$0.46$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.49$0.72$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.03$1.31$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.10$1.05$0.32
2011Summary only. Only limited summary data is available for this year.$0.63$0.11$0.52$0.36$0.52$0.16
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 30, 2021
Return Version
2020v4.1
Gross Receipts
$685,103
Mission and Program Overview

Mission

To provide broad-based advisory, planning, and financial support for the various exhibits, projects, education programs, and initiatives undertaken by the Oklahoma Historical Society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$673,520$888,044▲ $214,524
Total Assets$673,520$888,044▲ $214,524
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$340,657$888,044▲ $547,387
Net Assets Without Donor Restrictions$332,863--
Total Net Assets Fund Balance$673,520$888,044▲ $214,524
Total Liabilities and Net Assets / Fund Balance$673,520$888,044▲ $214,524
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Chuck WigginPast President
Gean AtkinsonPast President
Jim WaldoPast President
Page DobsonPast President
Joey SagerPresident
Samonia ByfordVice President
Allen WrightAt-Large Board Member
Ann Felton GillilandAt-Large Board Member
Bill ZuhdiAt-Large Board Member
Chip FudgeAt-Large Board Member
Harrison LevyAt-Large Board Member
Jan VassarAt-Large Board Member
Jerry BurgerAt-Large Board Member
John GroendykeAt-Large Board Member
Tom KilpatrickAt-Large Board Member
Dan ProvoSecretary
Gary BanzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$684,271
Program Service Revenue
$0
Investment Income
$832
Other Revenue
$0
All Other Contributions
$684,271
Change in Net Assets
$227,935

Audited Revenue Reconciliation

Revenue per Audited Statements
$685,103
Total Revenue per Audited Statements
$685,103
Total Revenue per Form 990
$685,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$435,273
Other Expenses$21,895
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$435,273--$435,273
Fees for Services Accounting-$14,361-$14,361
Insurance-$6,635-$6,635
Conferences and Meetings-$564-$564
Other Expenses-$335-$335
Total Functional Expenses$435,273$21,895$0$457,168

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$457,168
Total Expenses per Audited Statements$457,168
Total Expenses per Form 990$457,168
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oklahoma History CenterOklahoma City, OK-To upport the Societys missionprojects$435,273
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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 Board of Directors prior to the filing of the return with the Internal Revenue Service (IRS)”

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 organizataion makes its governing documents, conflicts of interest policy, and financial statements available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Friends of the Oklahoma History Center
EIN
73-1595728
Address
800 Nazih Zuhdi Dr, Oklahoma City, OK 73105-7917

Signing Officer

Name
Joey Sager
Title
President
Phone
4052543750
Signed
2021-08-30
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Ok
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Bourn and Associates
Address
PO Box 721578, Oklahoma City, OK 73172
Preparer
Jeremiah R Springer
Phone
4059288270
Supplemental Narrative

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“The organization evaluates and accounts for its uncertain tax positions in accordance with ASC Topic 740 Income Taxes, including the organizations tax positions as a not-for-profit entity. Through its evaluation of the organizations uncertain tax posistions, management has determined no uncertain tax positions existed as of June 30, 2021, which would require the organization to record a liability for the uncertain tax positions in its financial statements. Interest and penalities, if any, resulting from any uncertain tax position required to be recorded by the organization would be presented in the supporting services expense show on the statement of activities.”

Raw XML AppendixShowing 400 of 458 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0At-Large Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1At-Large Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2At-Large Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3At-Large Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4At-Large Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5At-Large Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6At-Large Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7At-Large Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8At-Large Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Past President
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IRS990/MissionDesc0To provide broad-based advisory, planning, and financial support for the various exhibits, projects, education programs, and initiatives undertaken by the Oklahoma Historical Society.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization evaluates and accounts for its uncertain tax positions in accordance with ASC Topic 740 Income Taxes, including the organizations tax positions as a not-for-profit entity. Through its evaluation of the organizations uncertain tax posistions, management has determined no uncertain tax positions existed as of June 30, 2021, which would require the organization to record a liability for the uncertain tax positions in its financial statements. Interest and penalities, if any, resulting from any uncertain tax position required to be recorded by the organization would be presented in the supporting services expense show on the statement of activities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Oklahoma History Center
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0800 Nazih Zuhdi Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Oklahoma City
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 was presented to the Board of Directors prior to the filing of the return with the Internal Revenue Service (IRS)
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 organizataion makes its governing documents, conflicts of interest policy, 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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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0State museum of history
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt06
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