2014-09-29T15:53:41-05:00 2013-12-31 731312422 COLE & REED PC 531 COUCH DR OKLAHOMA CITY OK 731022251 990 2013-01-01 730784696 OKLAHOMA HERITAGE ASSOCIATION INC OKLA 4052354458 1400 CLASSEN DRIVE OKLAHOMA CITY OK 73106 SHANNON L RICH PRESIDENT/CEO 4052354458 2014-09-24 ELLAN WRIGHT P00112450 4052397961 2014-09-24 2013 2015-11-30 17:44:51Z SHANNON L RICH 1400 CLASSEN DRIVE OKLAHOMA CITY OK 73106 2521615 false X OKLAHOMAHERITAGE.COM X 1927 OK THE OKLAHOMA HERITAGE ASSOCIATION PRESERVES OKLAHOMAS UNIQUE HISTORY WHILE PROMOTING PRIDE IN OUR GREAT STATE. THROUGH EACH OF ITS PROGRAMS AND THE GAYLORD-PICKENS MUSEUM, THE ASSOCIATION HONORS OUR STATES RICH TRADITION BY TELLING OKLAHOMAS STORY THROUGH ITS PEOPLE. 55 50 28 3 0 927872 1046163 1253449 1238940 125415 142792 80400 93720 2387136 2521615 0 0 855540 837430 0 205695 1659550 1582195 2515090 2419625 -127954 101990 20157013 19542293 3770530 2590215 16386483 16952078 X THE OKLAHOMA HERITAGE ASSOCIATION PRESERVES OKLAHOMAS UNIQUE HISTORY WHILE PROMOTING PRIDE IN OUR GREAT STATE. THROUGH EACH OF ITS PROGRAMS AND THE GAYLORD-PICKENS MUSEUM, THE ASSOCIATION HONORS OUR STATES RICH TRADITION BY TELLING OKLAHOMAS STORY THROUGH ITS PEOPLE. false false 661476 BOOKSTORE: THE OKLAHOMA HERITAGE ASSOCIATION HAS BEEN PUBLISHING BOOKS CELEBRATING AND PROMOTING OKLAHOMA'S RICH HISTORY SINCE 1975 WITH THE RELEASE OF THE JUDGE: THE LIFE OF ROBERT A. HEFNER. THROUGH ITS VARIOUS SERIES, INCLUDING THE TRACKMAKER SERIES OF BIOGRAPHIES, VOICES SERIES OF AUTOBIOGRAPHIES, AND HORIZONS SERIES OF HISTORIES ON INSTITUTIONS, ORGANIZATIONS, AND MOVEMENTS, THE ASSOCIATION IS PRESERVING IN A PERMANENT FORM THE EFFORTS AND ACHIEVEMENTS OF THOSE WHO HAVE PLAYED A ROLE IN OKLAHOMA'S STORY. WITH MORE THAN 170 TITLES TO DATE, THE ASSOCIATION IS RECOGNIZED AS THE LEADER IN PUBLISHING OKLAHOMA'S HISTORY. SERVICES PROVIDED BY THE ASSOCIATION INCLUDE RESEARCH AND WRITING, EDITING, LAYOUT AND DESIGN, AND PRINTING. AS A WHOLESALER, TITLES PUBLISHED BY THE ASSOCIATION ARE CARRIED IN LOCAL, STATE, AND NATIONAL BOOKSTORES AND ARE AVAILABLE ONLINE. THROUGH ITS LIBRARY DISTRIBUTION PROGRAM, MANY TITLES ARE PLACED IN SENIOR HIGH SCHOOL AND PUBLIC LIBRARIES STATEWIDE AT NO COST TO THE SCHOOL DISTRICT OR LIBRARY. 206420 MUSEUM: HOME OF THE OKLAHOMA HALL OF FAME, THE MUSEUM'S HIGH-TECH, INTERACTIVE EXHIBITS PROVIDE VISITORS THE OPPORTUNITY TO EXPERIENCE OKLAHOMA'S HISTORY THROUGH ITS PEOPLE. VISITORS MEET BOTH FAMOUS AND EVERYDAY OKLAHOMANS WHOSE LIVES HAVE IMPACTED OUR STATE, COUNTRY AND WORLD. THE CANDID NATURE OF THE EXHIBITORY ALLOWS VISITORS A UNIQUE LOOK INTO THE LIVES OF OKLAHOMANS LIKE REBA MCENTIRE, WILEY POST AND MAT HOFFMAN. THE FACES, VOICES AND SPIRIT OF OKLAHOMA FROM EVERY WALK OF LIFE THAT INHABIT THE MUSEUM CREATE AN EXPERIENCE UNLIKE ANY OTHER IN THE NATION. 591551 HALL OF FAME: BEING INDUCTED INTO THE OKLAHOMA HALL OF FAME IS THE HIGHEST HONOR AN OKLAHOMAN CAN RECEIVE FROM THE STATE. OKLAHOMA HALL OF FAME WAS CREATED TO HONOR OKLAHOMANS WHO HAD GIVEN OUTSTANDING SERVICE TO THE STATE DURING THEIR LIFETIMES. SINCE ITS INCEPTION IN 1927, 662 ACCOMPLISHED INDIVIDUALS HAVE RECEIVED THIS COMMENDATION. THE NAMES OF THE HALL OF FAME MEMBERS, AS WELL AS BUSTS AND PORTRAITS OF THESE INDIVIDUALS, CAN BE SEEN AT THE GAYLORD-PICKENS OKLAHOMA HERITAGE MUSEUM, INFORMATION ON EACH MEMBER ALSO IS AVAILABLE ON THE INTERACTIVE COMPUTERS IN THE HALL OF FAME GALLERY AND ON THE ASSOCIATION'S WEBSITE AT WWW.OKLAHOMAHERITAGE.COM. IN ADDITION, THE INDUCTEES ARE RECOGNIZED ON GRANITE MONUMENTS IN THE HERITAGE PLAZA AT THE OKLAHOMA STATE FAIRGROUNDS. THE OKLAHOMA HALL OF FAME ANNUAL CEREMONY IS HELD EACH YEAR IN THE STATEHOOD MONTH. THE EVENT IS HELD IN OKLAHOMA CITY TWO YEARS AND IN TULSA THE THIRD YEAR. IN 2010, THE OKLAHOMA HALL OF FAME BEGAN SPONSORING A 5,000 SCHOLARSHIP TO STUDENTS CONTINUING THEIR EDUCATION IN OKLAHOMA. 303272 SCHOLARSHIP COMPETITION - OVERSEE EVENT AND AWARD SCHOLARSHIPS ALL ACHIEVEMENTS 303272 1762719 true true false false false false false false false true true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false true true true false false false true 25 0 28 true false false false false false false false false false false X 55 50 true false false false false false false true true false false true true true true true true true false false OK X X KAREN KREGER 4052354458 1400 CLASSEN DRIVE OKLAHOMA CITY OK 73106 RICH SHANNON L PRESIDENT/CE 40.00 X X 162500 0 0 JOHNSON GLEN D EXECUTIVE CO 1.00 X X 0 0 0 MCDANIEL TOM J DIRECTOR 1.00 X 0 0 0 ANTHONY CALVIN J CHAIRMAN EME 1.00 X X 0 0 0 HOOPER RHONDA EXECUTIVE CO 1.00 X X 0 0 0 BURGESS BILL EXECUTIVE CO 1.00 X X 0 0 0 BURRAGE STEVE DIRECTOR 1.00 X 0 0 0 GLASS MARLIN JR IKE DIRECTOR 1.00 X 0 0 0 HARLAN FRED EXECUTIVE CO 1.00 X X 0 0 0 FISCHER MALINDA BERRY DIRECTOR 1.00 X 0 0 0 BENBROOK BRUCE VICE CHAIRMA 1.00 X X 0 0 0 HATFIELD JUDY DIRECTOR 1.00 X 0 0 0 BENNETT CLAYTON I EXECUTIVE CO 1.00 X X 0 0 0 FERGESON KEN DIRECTOR 1.00 X 0 0 0 PAYNE BOND DIRECTOR 1.00 X 0 0 0 HENRY PAT DIRECTOR 1.00 X 0 0 0 CABLE NEVYLE CHAIRMAN 1.00 X X 0 0 0 BRAUGHT BARBARA DIRECTOR 1.00 X 0 0 0 CAPPY JOE DIRECTOR 1.00 X 0 0 0 CAWLEY MICHAEL A DIRECTOR 1.00 X 0 0 0 DIXON REBECCA DIRECTOR 1.00 X 0 0 0 HALL JOE D DIRECTOR 1.00 X 0 0 0 GRIGSBY JENNIFER EXECUTIVE CO 1.00 X X 0 0 0 HUCKABAY GARY DIRECTOR 1.00 X 0 0 0 LORTON ROXANA DIRECTOR 1.00 X 0 0 0 MCLEAN JW DIRECTOR 1.00 X 0 0 0 SMITH LEE ALLAN DIRECTOR 1.00 X 0 0 0 STIDHAM G LEE DIRECTOR 1.00 X 0 0 0 HALSEY JIM DIRECTOR 1.00 X 0 0 0 HARGIS V BURNS DIRECTOR 1.00 X 0 0 0 GROENDYKE VIRGINIA G DIRECTOR 1.00 X 0 0 0 TAYLOR STRATTON DIRECTOR 1.00 X 0 0 0 HENRY ROBERT DIRECTOR 1.00 X 0 0 0 NEIRA XAVIER EXECUTIVE CO 1.00 X X 0 0 0 LIGON DUKE R DIRECTOR 1.00 X 0 0 0 SWITZER BECKY DIRECTOR 1.00 X 0 0 0 TURPEN MICHAEL DIRECTOR 1.00 X 0 0 0 MASSEY JOHN EXECUTIVE CO 1.00 X X 0 0 0 MORAN MELVIN DIRECTOR 1.00 X 0 0 0 MORAN JOE CHAIRMAN ELE 1.00 X X 0 0 0 MILES-LAGRANGE VICKI DIRECTOR 1.00 X 0 0 0 PYLE GREGORY E DIRECTOR 1.00 X 0 0 0 PARKER GARY D TREASURER 1.00 X X 0 0 0 ROBSON FRANK D DIRECTOR 1.00 X 0 0 0 RYERSON RICHARD N DIRECTOR 1.00 X 0 0 0 STANSBERRY MARK A CORPORATE SE 1.00 X X 0 0 0 TAYLOR KATHY DIRECTOR 1.00 X 0 0 0 TAYLOR STEVEN W DIRECTOR 1.00 X 0 0 0 TURNBO STEVE DIRECTOR 1.00 X 0 0 0 WATKINS HARDY DIRECTOR 1.00 X 0 0 0 WHITE RONALD H DIRECTOR 1.00 X 0 0 0 SMITH MICHAEL E DIRECTOR 1.00 X 0 0 0 STRICKLIN MIKE DIRECTOR 1.00 X 0 0 0 TAYLOR CLAYTON C DIRECTOR 1.00 X 0 0 0 ANTHONY ALISON DIRECTOR 1.00 X 0 0 0 CLARK STAN EXECUTIVE CO 1.00 X X 0 0 0 162500 1 false true false 1046163 1046163 HALL OF FAME 900099 673285 673285 MEMBERSHIP DUES 900099 472243 472243 BOOK CENTER SALES 900099 51732 51732 MUSEUM STORE 900099 34828 34828 OTHER 900099 6852 6852 1238940 99899 99899 42893 42893 42893 42893 CONTRACT & ADMISSION INCOME 900099 68586 68586 OTHER REVENUE 900099 19284 19284 SPECIAL EVENTS 900099 5850 5850 93720 2521615 1332660 142792 162500 10395 152105 533835 402406 131429 78948 46802 17245 14901 62147 36842 13575 11730 42577 42577 72123 46908 83 25132 27980 27980 308378 244853 51561 11964 13645 10586 3059 196673 133119 61950 1604 399490 331577 63918 3995 HALL OF FAME 313885 313885 BOOK EXPENSE 78662 78662 MUSEUM AND TOURS 37429 37429 SCHOLARSHIPS AND AWARDS 31558 31558 59795 48283 9631 1881 2419625 1762719 451211 205695 3427074 2495371 533586 658747 80323 70203 165385 178397 13333922 1946777 11779934 11387145 3965276 4534324 205435 218106 20157013 19542293 69573 117391 3633871 2399871 67086 72953 3770530 2590215 X 12241294 13144023 1163879 826745 2981310 2981310 16386483 16952078 20157013 19542293 101990 463605 X false true X false X 335701 274740 2161936 927872 1046163 4746412 335701 274740 2161936 927872 1046163 4746412 4746412 112882 106836 116365 113068 99899 549050 5295462 1332660 0.89630 0.88870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4108018 133311 578762 136459 4683632 4719311 100000 -708274 3019 4108018 3006852 1712459 4719311 2999713 7139 3006852 3214123 -214410 2999713 0.28590 0.63650 0.07760 true false 1475000 1475000 10525000 701667 9823333 569625 527542 42083 764297 717568 46729 11387145 PAYABLE 72953 SCHOLARSHIPS AND PROGRAM SERVICES 72953 X 2985220 463605 463605 2521615 2521615 2419625 2419625 2419625 SCHEDULE D, PAGE 3, PART X MANAGEMENT HAS EVALUATED THE ORGANIZATIONS TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS ENDING ON OR BEFORE DECEMBER 31, 2009. X X X false false false false false false false false false RICH SHANNON L PRESIDENT/CEO 162500 162500 FORM 990 - ORGANIZATION'S MISSION THE OKLAHOMA HERITAGE ASSOCIATION PRESERVES OKLAHOMAS UNIQUE HISTORY WHILE PROMOTING PRIDE IN OUR GREAT STATE. THROUGH EACH OF ITS PROGRAMS AND THE GAYLORD-PICKENS MUSEUM, THE ASSOCIATION HONORS OUR STATES RICH TRADITION BY TELLING OKLAHOMAS STORY THROUGH ITS PEOPLE. FORM 990, PAGE 2, PART III, LINE 4A ASSOCIATION ARE CARRIED IN LOCAL, STATE, AND NATIONAL BOOKSTORES AND ARE AVAILABLE ONLINE. THROUGH ITS LIBRARY DISTRIBUTION PROGRAM, MANY TITLES ARE PLACED IN SENIOR HIGH SCHOOL AND PUBLIC LIBRARIES STATEWIDE AT NO COST TO THE SCHOOL DISTRICT OR LIBRARY. FORM 990, PAGE 2, PART III, LINE 4C CEREMONY IS HELD EACH YEAR IN THE STATEHOOD MONTH. THE EVENT IS HELD IN OKLAHOMA CITY TWO YEARS AND IN TULSA THE THIRD YEAR. IN 2010, THE OKLAHOMA HALL OF FAME BEGAN SPONSORING A 5,000 SCHOLARSHIP TO STUDENTS CONTINUING THEIR EDUCATION IN OKLAHOMA. FORM 990, PAGE 2, PART III, LINE 4D SCHOLARSHIP COMPETITION - OVERSEE EVENT AND AWARD SCHOLARSHIPS ALL ACHIEVEMENTS FORM 990, PART VI GOVERNANCE, MANAGEMENT, AND DISCLOSURE: 1. BOND PAYNE, KEN FERGESON AND DUKE LIGON ARE ALSO DIRECTORS OF HERITAGE TRUST CO. WHERE THE ORGANIZATION HAS ITS INVESTMENTS, WHICH RELATIONSHIP WAS CREATED IN 2006 OR PRIOR. 2. V. BURNS HARGIS AND MICHEL C. TURPEN ARE DIRECTORS OF BOK FINANCIAL CORPORATION WHERE THE ORGANIZATION HAS A NOTE PAYABLE WITH AN OUTSTANDING BALANCE AT DECEMBER 31, 2013, AND WHICH RELATIONSHIP WAS CREATED IN 2006. 3. CALVIN ANTHONY (CHAIRMAN EMERITUS) AND ALISON ANTHONY (DIRECTOR) ARE RELATED AS UNCLE/NIECE. FORM 990, PAGE 6, PART VI, LINE 2 CALVIN ANTHONY ALISON ANTHONY CHAIRMAN EM DIRECTOR UNCLE/NIECE EMERITUS FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE ORGANIZATION'S CFO AND PRESIDENT/CEO PRIOR TO FILING. AFTER FILING FORM 990 IS SENT AS AN E-MAIL ATTACHMENT TO MEMBERS OF THE GOVERNING BODY. IT IS THEN REVIEWED AND RATIFIED BY THE GOVERNING BODY AT THEIR NEXT MEETING. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS PERSONNEL COMMITTEE (CONSISTING OF THE CHAIR, CHAIR-ELECT, CHAIR-EMERITUS AND TREASURER) MEETS ANNUALLY TO REVIEW THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT (TOP MANAGEMENT OFFICIAL). CHANGES OR RECOMMENDATIONS ARE RECORDED. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST. MCLI LLC 1400 CLASSEN DRIVE OKLAHOMA CITY OK 73106 205914716 INVESTMENT OK 422 11791282 OHA INC