EDMOND HISTORIC PRESERVATION TRUST: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: EDMOND HISTORIC PRESERVATION TRUST (EIN 73-1215593)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-04-09
IRS object ID: 201211009349300221
Schema version: 2011v1.2
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
Form 990
Schedule A
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-04-09T15:14:34-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HALE & COMPANY CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1300 EAST 15TH ST SUITE 150	AddressLine1
City	EDMOND	City
State	OK	State
ZIP Code	73013	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	731215593	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	EDMOND HISTORIC PRESERVATION TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	EDMO	NameControl
Phone	4053412312	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 4101	AddressLine1
City	EDMOND	City
State	OK	State
ZIP Code	73083	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	RICK JOHNSON	Name
Title	CHAIRMAN	Title
Phone	4053412312	Phone
Date Signed	2012-03-31	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JAMES R HALE	Name
Phone	4053306000	Phone
Date Prepared	2012-04-02	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	34322	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Activity Or Mission Description	TO 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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	12	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	0	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	20	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	27779	ContributionsGrantsPriorYear
Contributions Grants Current Year	34044	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	295	InvestmentIncomePriorYear
Investment Income Current Year	278	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	28074	TotalRevenuePriorYear
Total Revenue Current Year	34322	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	24334	OtherExpensePriorYear
Other Expenses Current Year	20423	OtherExpensesCurrentYear
Total Expenses Prior Year	24334	TotalExpensesPriorYear
Total Expenses Current Year	20423	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	3740	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	13899	RevenuesLessExpensesCY
Total Assets BOY	238033	TotalAssetsBOY
Total Assets EOY	251932	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	238033	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	251932	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	TO 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.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	20423	Expense
Description	THE ACQUISITION AND THE PRESERVATION/RESTORATION OF THE FIRST PUBLIC SCHOOLHOUSE IN OKLAHOMA TERRITORY LOCATED AT 124 E. SECOND STREET	Description
Total Program Service Expense	20423	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	12	NbrVotingGoverningBodyMembers
Number Independent Voting Members	0	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OK	StatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	HALE AND COMPANY CPAPC	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	4053306000	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1300 E 15TH STREET SUITE 150	AddressLine1
City	EDMOND	City
State	OK	State
ZIP Code	73013	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (4 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
RICK JOHNSON
CHAIRMAN	1.00	X	X	0	0	0
ROBIN ROADS
VICE CHAIRMA	1.00	X	X	0	0	0
BEVERLY TERRY
TREASURER	25.00	X	X	0	0	0
JAMES CROWDER
HISTORIAN	5.00	X	X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Government Grants	27485	GovernmentGrants
All Other Contributions	6559	AllOtherContributions
Noncash Contributions	6559	NoncashContributions
Total Contributions	34044	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	278	TotalRevenueColumn
Exclusion	$278	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	34322	TotalRevenueColumn
Exclusion	$278	ExclusionAmount

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
NON CASH SUPPORT	6559	6559
REPAIRS AND MAINTENANCE	3294	3294
INSURANCE	3030	3030
PROFESSIONAL FEES	1905	1905

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	5635	Total
Program Services	5635	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	20423	Total
Program Services	20423	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	96610	BOY
EOY	39949	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	20213	BOY
EOY	31365	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	121210	BOY
EOY	180618	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	238033	BOY
EOY	251932	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	238033	BOY
EOY	251932	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	238033	BOY
EOY	251932	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	238033	BOY
EOY	251932	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	13899	ReconcilationRevenueExpenses
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Community Trust170b1 Avi	X	CommunityTrust170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	26345	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	33237	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	35053	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	27779	CurrentTaxYearMinus1Year
Current Tax Year	27485	CurrentTaxYear
Total	149899	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	26345	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	33237	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	35053	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	27779	CurrentTaxYearMinus1Year
Current Tax Year	27485	CurrentTaxYear
Total	149899	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	6296	AmountsSubstContributorsTotal
Public Support Total170	143603	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1040	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	494	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	214	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	295	CurrentTaxYearMinus1Year
Current Tax Year	278	CurrentTaxYear
Total	2321	Total

Field	Value	IRS element (for citing)
Total Support	152220	TotalSupport
Public Support Pertcentage170	0.94340	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.90850	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	TO 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.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	NO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC
OTHER EXPENSES	FORM 990, PART IX, LINE 24E	ADVERTISING 1,643 MISCELLANEOUS 1,291 UTILITIES 1,150 TELEPHONE 509 OFFICE EXPENSE 509 SECURITY 272 POSTAGE 226 DUES & SUBSCRIPTIONS 35