Historical Preservation Inc

Oklahoma City, OK
Tax-exempt since Nov. 1982
EIN: 23-7023817

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$360k (2023)

Expenses

$250k (2023)

Total Assets

$4.81M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$360,444

Expenses

$249,715

Net Income

$110,729

Net Assets

$4,813,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,778	0.5%
Interest Revenue	$15,046	4.2%
Dividends	$129,458	35.9%
Sales of Assets	$29,591	8.2%
Other Income	$184,571	51.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,451	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,813,723
Total Liabilities	$0
Net Assets	$4,813,723

Compensation

Key Employees and Officers	Compensation	Other
Marva Ellard (President)	$0	$0
Alan Kirkpatrick (1 St Vice President)	$0	$0
Amy Sergent (2 Nd Vice President)	$0	$0
Judy Lambert (Treasurer)	$0	$0
Mary Kay Gumerlock (Secretary)	$0	$0

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990-PF

Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$247,069

Expenses

$236,098

Net Income

$10,971

Net Assets

$4,359,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$492	0.2%
Dividends	$115,850	46.9%
Sales of Assets	$1,209	0.5%
Other Income	$129,518	52.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,982	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,359,821
Total Liabilities	$0
Net Assets	$4,359,821

Compensation

Key Employees and Officers	Compensation	Other
Cathy O'conner (President)	$0	$0
Marva Ellard (Vice President)	$0	$0
Diane Worthington (2 Nd Vice President)	$0	$0
Judy Lambert (Treasurer)	$0	$0
Mary Kay Gumerlock (Secretary)	$0	$0

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990-PF

Filed on Oct. 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$309,463

Expenses

$192,884

Net Income

$116,579

Net Assets

$5,055,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	1.0%
Interest Revenue	$341	0.1%
Dividends	$102,830	33.2%
Sales of Assets	$99,606	32.2%
Other Income	$103,686	33.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,503	12.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,055,924
Total Liabilities	$0
Net Assets	$5,055,924

Compensation

Key Employees and Officers	Compensation	Other
Cathy O'conner (President)	$0	$0
Marva Ellard (Vice President)	$0	$0
Diane Worthington (2 Nd Vice President)	$0	$0
Judy Lambert (Treasurer)	$0	$0
Mary Kay Gumerlock (Secretary)	$0	$0

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990-PF

Filed on Nov. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$197,338

Expenses

$200,955

Net Income

-$3,617

Net Assets

$4,693,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	2.5%
Interest Revenue	$611	0.3%
Dividends	$101,333	51.3%
Sales of Assets	$36,802	18.6%
Other Income	$53,592	27.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,133	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,693,173
Total Liabilities	$1
Net Assets	$4,693,172

Compensation

Key Employees and Officers	Compensation	Other
Bill Carey (President)	$0	$0
Nancy Nagle (Secretary)	$0	$0
Cathy O'conner (Treasurer)	$0	$0
Marva Ellard (Vice President)	$0	$0
Diane Worthington (2 Nd Vice President)	$0	$0
Margaret Brooks (3 Rd Vice President)	$0	$0

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990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$302,236

Expenses

$301,194

Net Income

$1,042

Net Assets

$4,446,452

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,875	0.6%
Dividends	$107,929	35.7%
Sales of Assets	$36,792	12.2%
Other Income	$155,640	51.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$262,108	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,469,632
Total Liabilities	$23,180
Net Assets	$4,446,452

Compensation

Key Employees and Officers	Compensation	Other
Bill Carey (President)	$0	$0
Meredith Herald (Secretary)	$0	$0
Chase Schnebel (Treasurer)	$0	$0
Marva Ellard (Vice President)	$0	$0
Diane Worthington (2 Nd Vice President)	$0	$0
Margaret Brooks (3 Rd Vice President)	$0	$0
Cathy O'conner (Assistant Treasurer)	$0	$0
Nancy Nagle (Immediate Past President)	$0	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$284,653

Expenses

$238,872

Net Income

$45,781

Net Assets

$3,986,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$314	0.1%
Dividends	$110,988	39.0%
Sales of Assets	$55,697	19.6%
Other Income	$117,654	41.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,726	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,986,617
Total Liabilities	$0
Net Assets	$3,986,617

Compensation

Key Employees and Officers	Compensation	Other
Bill Carey (President)	$0	$0
Meredith Herald (Secretary)	$0	$0
Chase Schnebel (Treasurer)	$0	$0
Marva Ellard (Vice President)	$0	$0
Diane Worthington (2 Nd Vice President)	$0	$0
Margaret Brooks (3 Rd Vice President)	$0	$0
Cathy O'conner (Assistant Treasurer)	$0	$0
Nancy Nagle (Immediate Past President)	$0	$0

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990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$293,009

Expenses

$200,856

Net Income

$92,153

Net Assets

$4,389,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$397	0.1%
Dividends	$99,833	34.1%
Sales of Assets	$78,524	26.8%
Other Income	$114,255	39.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,754	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,389,605
Total Liabilities	$0
Net Assets	$4,389,605

Compensation

Key Employees and Officers	Compensation	Other
Nancy Nagle (President)	$0	$0
Bart Robey (Secretary)	$0	$0
James Lisle (Treasurer)	$0	$0

990-PF

Filed on Aug. 22, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$236,661

Expenses

$195,521

Net Income

$41,140

Net Assets

$3,795,586

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$191	0.1%
Dividends	$99,008	41.8%
Sales of Assets	$30,153	12.7%
Other Income	$107,309	45.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,224	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,795,586
Total Liabilities	$0
Net Assets	$3,795,586

Compensation

Key Employees and Officers	Compensation	Other
Pete Holcombe (President)	$0	$0
Nancy Nagle (Vice President)	$0	$0
Bart Robey (Secretary)	$0	$0
James Lisle (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$239,779

Expenses

$249,830

Net Income

-$10,051

Net Assets

$3,704,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$216	0.1%
Dividends	$119,721	49.9%
Sales of Assets	$0
Other Income	$119,842	50.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,259	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,704,761
Total Liabilities	$0
Net Assets	$3,704,761

Compensation

Key Employees and Officers	Compensation	Other
Pete Holcombe (President)	$0	$0
Nancy Nagle (Vice President)	$0	$0
Bart Robey (Secretary)	$0	$0
James Lisle (Treasurer)	$0	$0

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990-PF

Filed on Nov. 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$257,037

Expenses

$221,239

Net Income

$35,798

Net Assets

$3,941,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$239	0.1%
Dividends	$119,118	46.3%
Sales of Assets	$0
Other Income	$137,680	53.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,209	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,941,019
Total Liabilities	$0
Net Assets	$3,941,019

Compensation

Key Employees and Officers	Compensation	Other
Pete Holcombe (President)	$0	$0
Lance Leffel (Vice Preside)	$0	$0
Nancy Nagle (Secretary)	$0	$0
James Lisle (Treasurer)	$0	$0

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990-PF

Filed on June 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$242,216

Expenses

$200,358

Net Income

$41,858

Net Assets

$3,867,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$257	0.1%
Dividends	$103,789	42.8%
Sales of Assets	$0
Other Income	$138,170	57.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,499	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,867,066
Total Liabilities	$0
Net Assets	$3,867,066

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$285,338

Expenses

$239,284

Net Income

$46,054

Net Assets

$3,582,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$313	0.1%
Dividends	$112,605	39.5%
Sales of Assets	$0
Other Income	$172,420	60.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,308	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,582,808
Total Liabilities	$1
Net Assets	$3,582,807

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$327,430

Expenses

$220,513

Net Income

$106,917

Net Assets

$3,309,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$305	0.1%
Dividends	$115,924	35.4%
Sales of Assets	$0
Other Income	$211,201	64.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,620	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,309,508
Total Liabilities	$0
Net Assets	$3,309,508

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Historical Preservation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $360k (2023)

Expenses $250k (2023)

Total Assets $4.81M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$360k (2023)

Expenses

$250k (2023)

Total Assets

$4.81M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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