Society for The Preservation of Historic Oakwood

EIN: 237215880 501(c)(3) Arts, Culture & Humanities

Raleigh, NC

Total Revenue
$197,809
Total Expenses
$109,507
Total Assets
$738,093
Net Assets
$738,093
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
NC
Principal Officer
Thomas W Urquhart
Phone
9192700121
Tax Period
2024-01-01 to 2024-12-31

Society for The Preservation of Historic Oakwood, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $198K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $88K, a strong 45% operating margin.

Mission

The mission of the SPHO is to recognize & promote the historic value of Oakwood to its residents, the citizen of Raleigh, and the people of the state of NC. The SPHO also preserves Oakwood from deterioration by neglect, indifference, or carelessness.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $176,699
Program Service Revenue $0
Investment Income $21,110
Other Revenue $0
TOTAL REVENUE $197,809

Expense Breakdown

Grants Paid $10,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $107,368
Other Expenses $99,507
TOTAL EXPENSES $109,507

Year-over-Year Comparison

2024 2023 Change
Revenue $197,809 $146,962 +0.3%
Expenses $109,507 $96,116 +0.1%
Net Income $88,302 $50,846 +0.7%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
16

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ethan Barger President N/A
Officer
$0 $0 $0
Canaan Huie Vice President N/A
Officer
$0 $0 $0
Matthew Brown Secretary N/A
Officer
$0 $0 $0
Thomas W Urquhart Treasurer N/A
Officer
$0 $0 $0
Naudain Machen Historian N/A
Officer
$0 $0 $0
Dee Penven-Crew Past President N/A
Officer
$0 $0 $0
Lee Ann Walsh Director N/A
Director
$0 $0 $0
Jake Parrott Director N/A
Director
$0 $0 $0
Day Peake Director N/A
Director
$0 $0 $0
Kelli Beale Fletcher Director N/A
Director
$0 $0 $0
Jeremy McCartha Director N/A
Director
$0 $0 $0
Rory Burkitt Director N/A
Director
$0 $0 $0
Justin Griffin Director N/A
Director
$0 $0 $0
Antoinette Dibenedetto Director N/A
Director
$0 $0 $0
Alec Jeffries Director N/A
Director
$0 $0 $0
Caleb Smith Director N/A
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $197,809 $109,507 $738,093 $88,302
2023 $146,962 $96,116 $649,791 $50,846
2022 $131,057 $86,572 $598,945 $44,485
2021 $141,423 $87,145 $554,461 $54,278
2020 $23,952 $46,159 $500,183 $-22,207
2019 $126,349 $66,409 $522,390 $59,940
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