Civic Intelligence

The Greater Southwest Historical

EIN 73-6107156 • 501(c)3 • Ardmore, OK

Profile

To collect, preserve, and interpret the social, cultural, and economic history of south central oklahoma with special emphasis on ardmore and carter county.

35 Sunset DriveArdmore, OK 73401

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.18x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

11th percentile

-29%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

22nd percentile

-6.0%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

94%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,587,904

Down $100,825 (-6.0%) from 2024

Liabilities

Up

$64,967

Up $1,738 (+2.7%) from 2024

Net Assets

Down

$1,522,937

Down $102,563 (-6.3%) from 2024

Revenue

Up

$357,175

Up $172,730 (+94%) from 2024

Expenses

Down

$459,738

Down $200,241 (-30%) from 2024

Net Income

Up

-$102,563

Up $372,971 (+78%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,230,821Liabilities 2010: $64,554Net Assets 2010: $1,166,2672010Assets 2011: $1,268,524Liabilities 2011: $63,551Net Assets 2011: $1,204,9732011Assets 2012: $1,303,773Liabilities 2012: $65,819Net Assets 2012: $1,237,9542012Assets 2013: $1,294,858Liabilities 2013: $70,220Net Assets 2013: $1,224,6382013Assets 2014: $1,282,379Liabilities 2014: $63,598Net Assets 2014: $1,218,7812014Assets 2015: $1,322,850Liabilities 2015: $63,505Net Assets 2015: $1,259,3452015Assets 2016: $1,469,143Liabilities 2016: $63,569Net Assets 2016: $1,405,5742016Assets 2017: $1,965,743Liabilities 2017: $63,578Net Assets 2017: $1,902,1652017Assets 2018: $2,011,634Liabilities 2018: $64,308Net Assets 2018: $1,947,3262018Assets 2019: $2,035,712Liabilities 2019: $65,114Net Assets 2019: $1,970,5982019Assets 2020: $2,172,876Liabilities 2020: $64,653Net Assets 2020: $2,108,2232020Assets 2021: $2,044,014Liabilities 2021: $65,474Net Assets 2021: $1,978,5402021Assets 2022: $2,131,996Liabilities 2022: $106,629Net Assets 2022: $2,025,3672022Assets 2023: $2,115,845Liabilities 2023: $64,811Net Assets 2023: $2,051,0342023Assets 2024: $1,688,729Liabilities 2024: $63,229Net Assets 2024: $1,625,5002024Assets 2025: $1,587,904Liabilities 2025: $64,967Net Assets 2025: $1,522,9372025

Highlighted filing

2025

Assets$1,587,904
Liabilities$64,967
Net Assets$1,522,937

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $352,5602010Expenses 2011: $306,3122011Expenses 2012: $278,1162012Revenue 2013: $303,627Expenses 2013: $316,943Net Income 2013: -$13,3162013Revenue 2014: $347,865Expenses 2014: $353,722Net Income 2014: -$5,8572014Revenue 2015: $348,181Expenses 2015: $307,617Net Income 2015: $40,5642015Revenue 2016: $438,639Expenses 2016: $292,408Net Income 2016: $146,2312016Revenue 2017: $796,729Expenses 2017: $300,141Net Income 2017: $496,5882017Revenue 2018: $351,832Expenses 2018: $306,671Net Income 2018: $45,1612018Revenue 2019: $326,202Expenses 2019: $302,930Net Income 2019: $23,2722019Revenue 2020: $391,276Expenses 2020: $253,651Net Income 2020: $137,6252020Revenue 2021: $495,816Expenses 2021: $625,499Net Income 2021: -$129,6832021Revenue 2022: $334,645Expenses 2022: $287,818Net Income 2022: $46,8272022Revenue 2023: $358,184Expenses 2023: $332,517Net Income 2023: $25,6672023Revenue 2024: $184,445Expenses 2024: $659,979Net Income 2024: -$475,5342024Revenue 2025: $357,175Expenses 2025: $459,738Net Income 2025: -$102,5632025

Highlighted filing

2025

Revenue$357,175
Expenses$459,738
Net Income-$102,563

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.59$0.06$1.52$0.36$0.46$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.06$1.63$0.18$0.66$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.06$2.05$0.36$0.33$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.11$2.03$0.33$0.29$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.07$1.98$0.50$0.63$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.06$2.11$0.39$0.25$0.14
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.07$1.97$0.33$0.30$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.06$1.95$0.35$0.31$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.06$1.90$0.80$0.30$0.50
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.06$1.41$0.44$0.29$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.06$1.26$0.35$0.31$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.06$1.22$0.35$0.35$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.07$1.22$0.30$0.32$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.07$1.24$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.06$1.20$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.06$1.17$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 17, 2026
Return Version
2025v4.0
Gross Receipts
$359,836
Mission and Program Overview

Mission

To collect, preserve, and interpret the social, cultural and economic history of south central oklahoma with special emphasis on ardmore and carter county

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$924,783$883,156▼ $41,627
Savings and Temporary Cash Investments$315,663$289,744▼ $25,919
Cash and Non-Interest-Bearing Accounts$147,402$111,573▼ $35,829
Inventories for Sale or Use$14,813$17,363▲ $2,550
Total Assets$1,688,729$1,587,904▼ $100,825
Other Assets Total$286,068$286,068→ $0
Liabilities
Other Liabilities$60,000$60,000→ $0
Accounts Payable and Accrued Expenses$3,229$4,967▲ $1,738
Total Liabilities$63,229$64,967▲ $1,738
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,625,300$1,522,737▼ $102,563
Net Assets With Donor Restrictions$200$200→ $0
Total Net Assets Fund Balance$1,625,500$1,522,937▼ $102,563
Total Liabilities and Net Assets / Fund Balance$1,688,729$1,587,904▼ $100,825

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$591,552$621,169$1,212,721
Land$282,159-$282,159
Equipment$8,529$102,529$111,058
Leasehold Improvements-$69,544$69,544
Other Land Buildings$916$68,027$68,943
Other Assets Org$286,068--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$322,828
Program Service Revenue
$0
Investment Income
$27,065
Other Revenue
$7,282
All Other Contributions
$19,348
Change in Net Assets
$-102,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$209,693
Other Expenses$179,045
Grants and Similar Amounts Paid$71,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$82,925$28,713-$111,638
Current Officers, Directors, Trustees, and Key Employees$37,034$37,034-$74,068
Grants to Domestic Orgs$71,000--$71,000
Occupancy$68,639$1,541-$70,180
Insurance$43,778$4,864-$48,642
Depreciation Depletion$39,008$2,619-$41,627
Payroll Taxes$9,378$5,140-$14,518
Other Employee Benefits$6,116$3,353-$9,469
Office Expenses$3,164$6,097-$9,261
Fees for Services Accounting$4,683--$4,683
Advertising$1,514--$1,514
Fees for Services Other$423--$423
Conferences and Meetings$96--$96
Other Expenses$-11$2,229-$-11
Total Functional Expenses$368,148$91,590$0$459,738
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Historical FoundationArdmore, OK501c3-$71,000
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contingent Liability$60,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
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, Page 6, Part VI, Line 11B

990 presented to board and executive director before filing

Form 990, Page 6, Part VI, Line 12C

By laws have conflict of interest clause. Organization also obtains board and employee information to monitor compliance

Form 990, Page 6, Part VI, Line 15A

Reviewed by board on annual basis

Form 990, Page 6, Part VI, Line 19

No other documents available to the public

Filing and Contact Details

Filer

Filer Name
The Greater Southwest Historical
EIN
73-6107156
Phone
5802263857
Address
35 SUNSET DRIVE, ARDMORE, OK 73401

Signing Officer

Name
Keisha Lemons
Title
President
Phone
5802263857
Signed
2026-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keisha Lemons
Formed
1965
Legal Domicile
Ok
Voting Board Members
16
Independent Board Members
16
Employees
5

Preparer

Firm
Jackson Fox and Richardson Pc
Address
129 C ST NW, ARDMORE, OK 73401
Preparer
Gabriel Richardson
Phone
5802231877
Raw XML AppendixShowing 400 of 472 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/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO COLLECT, PRESERVE, AND INTERPRET THE SOCIAL, CULTURAL AND ECONOMIC HISTORY OF SOUTH CENTRAL OKLAHOMA WITH SPECIAL EMPHASIS ON ARDMORE AND CARTER COUNTY
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03353
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt09469
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTION
IRS990/OtherExpensesGrp/Desc1EDUCATION: SANTA'S HOUSE
IRS990/OtherExpensesGrp/Desc2EDUCATION: KID'S CRAFTS
IRS990/OtherExpensesGrp/Desc3ROUNDING
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IRS990/OtherExpensesGrp/ProgramServicesAmt118
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0315735
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0493581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01781345
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08481
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt042118
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt027065
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0151
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IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0147
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt029352
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt014237
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0302
IRS990ScheduleA/OtherIncome509Grp/TotalAmt044093
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0326516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0324216
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01939668
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0102529
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt069544
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt069544
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0286068
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CABIN, SCULPTURES, SPUDDER RIG
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt068027
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt068943
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTINGENT LIABILITY
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0286068
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IRS990ScheduleI/RecipientTable/CashGrantAmt071000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHWEST HISTORICAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0470853407
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt035 SUNSET DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 PRESENTED TO BOARD AND EXECUTIVE DIRECTOR BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BY LAWS HAVE CONFLICT OF INTEREST CLAUSE. ORGANIZATION ALSO OBTAINS BOARD AND EMPLOYEE INFORMATION TO MONITOR COMPLIANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY BOARD ON ANNUAL BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

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