OKEENE HISTORIC PRESERVATION GROUP INC (EIN 454737948) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

LEMOYNE G SMITH

Phone

5808224864

Tax Period

2023-01-01 to 2023-12-31

OKEENE HISTORIC PRESERVATION GROUP INC, founded in 2011, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $79K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $28K, a strong 36% operating margin.

Mission

Preserve Okeene history, beautify our public spaces and promote recycling.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $45,568

Program Service Revenue $0

Investment Income $317

Other Revenue $32,907

TOTAL REVENUE $78,792

Expense Breakdown

Grants Paid $393

Salaries & Benefits $0

Fundraising Expenses $30,587

Program Expenses $19,969

Other Expenses $50,163

TOTAL EXPENSES $50,556

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,792	$69,463	+0.1%
Expenses	$50,556	$62,430	-0.2%
Net Income	$28,236	$7,033	+3.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY OSMUS	PRESIDENT	000.50	Officer Director	$0	$0	$0
TRACY WESTFAHL	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
LEMOYNE G SMITH	SECRETARY	001.00	Officer Director	$0	$0	$0
MAKENZIE HOWE	TREASURER	002.00	Officer Director	$0	$0	$0
STACY HOWE	CO-TREASURER	002.00	Officer Director	$0	$0	$0
KENNETH WESTFAHL	MEMBER	000.50	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	No data	No data	No data	No data
2023	$78,792	$50,556	$273,700	$28,236
2022	$69,463	$62,430	$248,731	$7,033
2021	$112,636	$38,380	$239,879	$74,256

OKEENE HISTORIC PRESERVATION GROUP INC