FURP.ORG / PUBLIC DATA EXPLORER

EDMOND HISTORIC PRESERVATION TRUST: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
EDMOND HISTORIC PRESERVATION TRUST (EIN 73-1215593)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-02-21
IRS object ID
202020529349301507
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-21T15:31:03-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731486189PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HALE & COMPANY CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 EAST 15TH ST SUITE 150AddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731215593EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDMOND HISTORIC PRESERVATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDMOBusinessNameControlTxt
Phone4053412312PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4101AddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73083ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY WALLACEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4053412312PhoneNum
Signature2020-02-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R HALEPreparerPersonNm
PTINP00020646PTIN
Phone4053306000PhoneNum
Preparation2020-02-20PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.168.64.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-02-21IPDt
IP Tm15:31:03IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA42E0CF4B0CFABFAFDAD50D00CF409967B1ADB50AtSubmissionCreationDeviceId
At Submission Filing Device Id1378235BB83174D8AEAF0341BB7D799DF8C93DCDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHANIE CARELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4101AddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73083ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,877GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTO PRESERVE THE QUALITIES RELATING TO THE HISTORY OF THE CITY OF EDMOND BY PRESERVING FOR PUBLIC USE, HISTORIC SITES, BUILDINGS, AND OBJECTS OF LOCAL SIGNIFICANCE FOR THE INSPIRATION AND BENEFIT OF THE PEOPLE OF THE CITY OF EDMOND.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$21,574PYContributionsGrantsAmt
CY Contributions Grants$21,719CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$90PYInvestmentIncomeAmt
CY Investment Income$158CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$21,664PYTotalRevenueAmt
CY Total Revenue$21,877CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$23,534PYOtherExpensesAmt
CY Other Expenses$20,158CYOtherExpensesAmt
PY Total Expenses$23,534PYTotalExpensesAmt
CY Total Expenses$20,158CYTotalExpensesAmt
PY Revenues Less Expenses-$1,870PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,719CYRevenuesLessExpensesAmt
Total Assets BOY$462,373TotalAssetsBOYAmt
Total Assets EOY$464,092TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$462,373NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$464,092NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PRESERVE THE QUALITIES RELATING TO THE HISTORY OF THE CITY OF EDMOND BY PRESERVING FOR PUBLIC USE, HISTORIC SITES, BUILDINGS, AND OBJECTS OF LOCAL SIGNIFICANCE FOR THE INSPIRATION AND BENEFIT OF THE PEOPLE OF THE CITY OF EDMOND.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$20,158ExpenseAmt
DescTHE ACQUISITION AND THE PRESERVATION/RESTORATION OF THE FIRST PUBLIC SCHOOLHOUSE IN OKLAHOMA TERRITORY LOCATED AT 124 E. SECOND STREETDesc
Total Program Service Expenses$20,158TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HALE AND COMPANY CPAPCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4053306000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 E 15TH STREET SUITE 150AddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73013ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEPHANIE CAREL
CHAIRMANYes (X)Yes (X)$0$0$0
SUE LUMPKIN
SECRETARYYes (X)Yes (X)$0$0$0
LISA TRUESDELL
VICE CHAIRMAYes (X)Yes (X)$0$0$0
GARY WALLACE
TREASURERYes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$20,000GovernmentGrantsAmt
All Other Contributions$1,719AllOtherContributionsAmt
Total Contributions$21,719TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$158TotalRevenueColumnAmt
Exclusion$158ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,877TotalRevenueColumnAmt
Exclusion$158ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
UTILITIES$3,718$3,718
ADVERTISING$3,348$3,348
REPAIRS AND MAINTENANCE$3,105$3,105
INSURANCE$2,992$2,992

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,995TotalAmt
Program Services$6,995ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$20,158TotalAmt
Program Services$20,158ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,526BOYAmt
EOY$19,086EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$30,506BOYAmt
EOY$30,665EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,192LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,192BOYAmt
EOY$3,192EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$411,149BOYAmt
EOY$411,149EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$462,373BOYAmt
EOY$464,092EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$430,799BOYAmt
EOY$432,518EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,574BOYAmt
EOY$31,574EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$462,373BOYAmt
EOY$464,092EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$462,373BOYAmt
EOY$464,092EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,719ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,596CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,628CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,864CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,574CurrentTaxYearMinus1YearAmt
Current Tax Year$21,719CurrentTaxYearAmt
Total$115,381TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,596CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,628CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,864CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,574CurrentTaxYearMinus1YearAmt
Current Tax Year$21,719CurrentTaxYearAmt
Total$115,381TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$115,381PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$122CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$106CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90CurrentTaxYearMinus1YearAmt
Current Tax Year$158CurrentTaxYearAmt
Total$601TotalAmt
FieldValueIRS element (for citing)
Total Support$115,982TotalSupportAmt
Public Support CY1700.99480PublicSupportCY170Pct
Public Support PY1700.99470PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,192OtherCostOrOtherBasisAmt
Book Value$3,192BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,192TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTO PRESERVE THE QUALITIES RELATING TO THE HISTORY OF THE CITY OF EDMOND BY PRESERVING FOR PUBLIC USE, HISTORIC SITES, BUILDINGS, AND OBJECTS OF LOCAL SIGNIFICANCE FOR THE INSPIRATION AND BENEFIT OF THE PEOPLE OF THE CITY OF EDMOND.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART IX, LINE 24EPROFESSIONAL FEES 2,505 0 0 SCHOOL HOUSE EDUCATION 2,059 0 0 TELEPHONE 923 0 0 SECURITY 415 0 0 DUES & SUBSCRIPTIONS 349 0 0 OFFICE EXPENSE 209 0 0 CONFERENCE EXPENSE 200 0 0 POSTAGE 121 0 0 WEB SITE 115 0 0 SCHOOL HOUSE SUPPLIES 66 0 0 MISCELLANEOUS 33 0 0 TOTAL 6,995 0 0