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Oklahoma Heritage Association, Inc. Organization Name provided in the GuideStar Exchange* as of 09/02/2014: Oklahoma Heritage Association, Inc.

Organization Name as listed in the IRS Business Master File as of 10/17/2014: OKLAHOMA HERITAGE ASSOCIATION INC

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AKA  Oklahoma Heritage Association
Oklahoma City, OK
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GuideStar Summary

&1002; GuideStar Exchange Committed to transparency ?
This organization is a Silver-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2012, 2011, and 2010 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is not available
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Basic Organization Information

Oklahoma Heritage Association, Inc. Organization Name provided in the GuideStar Exchange* as of 09/02/2014: Oklahoma Heritage Association, Inc.

Organization Name as listed in the IRS Business Master File as of 10/17/2014: OKLAHOMA HERITAGE ASSOCIATION INC

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Also Known As: Oklahoma Heritage Association
Physical Address: Oklahoma City, OK 73106 6614
EIN: 73-0784696
Web URL: www.oklahomaheritage.com 
NTEE Category: A Arts, Culture, and Humanities
A54 History Museums
A Arts, Culture, and Humanities
A80 Historical Societies and Related Activities
B Educational Institutions
Ruling Year: 1970 


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Mission Statement

The Oklahoma Heritage Association preserves Oklahoma's unique history while promoting pride in our great state. Through each of its programs and the Gaylord-Pickens Museum, the OHA honors our state's rich traditions by telling Oklahoma's story through its people.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

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Annual Revenue & Expenses

(GuideStar Exchange,
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September 2014)

Fiscal Year Starting: January 01, 2014
Fiscal Year Ending: December 31, 2014

Total Revenue --
Total Expenses --

Revenue & Expenses

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership

(GuideStar Exchange,
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September 2014)

Ms. Shannon L. Rich

Term:

Since Nov 2004

Board Chair (GuideStar Exchange,
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September 2014)

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Board Co-Chair

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Board of Directors (GuideStar Exchange,
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September 2014)

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Board Leadership Practices (GuideStar Exchange,
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September 2014)
?

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Response Not Provided
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Response Not Provided
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Response Not Provided
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Response Not Provided
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Response Not Provided

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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People information was last updated by the nonprofit in September 2014

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Programs

Program: Scholarships (GuideStar Exchange,
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September 2014)

Budget:
$73,000
Category:
Youth Development, General/Other
Population Served:
Youth/Adolescents only (14 - 19 years)

Program Description:

Each year the Association and Museum offer cash scholarships and tuition grants to Oklahoma high school students through the Oklahoma Heritage Scholarship Competition, the Nichols Scholarship and Oklahoma Hall of Fame Scholarship. In 2013, over $4,000,000 will be available to high school students across the state of Oklahoma.

Program Long-Term Success:

Because the scholarship criteria is based on Oklahoma's history and heritage, students have a greater sense of pride which provides for greater success. The majority of scholarship recipients remain in Oklahoma after obtaining their degrees; choosing to become an active member of the community and raise their families here.

Program Short-Term Success:

Short term the scholarship program provides high school students with much-needed funds to continue their education.

Program Success Monitored by:

Test scores determine distribution of scholarships and strong relationships between the Association and scholarship alumni are formed to ensure continued contact and involvement of the recipients.

Program Success Examples:

Program: Publishing (GuideStar Exchange,
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September 2014)

Budget:
--
Category:
Education, General/Other
Population Served:
General Public/Unspecified

Program Description:

With over 160 publications, the Association is the leader in publishing Oklahoma's history. Many of the titles are distributed free to senior high school libraries to enhance their Oklahoma history sections.

Program Long-Term Success:

The need in preserving a state's history, specifically the contributions of its native sons and daughters, is great. The publications program is documenting forever Oklahoma's contributions, providing research materials for future generations of Oklahoma historians, scholars, and its people. Copies of most titles are placed in senior high school libraries statewide on a gratis basis to expand the resources available to students.

Program Short-Term Success:

With each publication the Association contributes to the sense of pride and celebration of being an Oklahoman that immediately strengthens the sense of community while providing a tangible resource for future generations.

Program Success Monitored by:

Through the demand for titles by the general public and educational institutions, as well as the numerous notes of gratitude from educators throughout Oklahoma for this contribution to our history, the Association and Museum are able to gauge the need and its fulfillment.

Program Success Examples:

Program: Free Field Trip Program (GuideStar Exchange,
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September 2014)

Budget:
--
Category:
Education, General/Other
Population Served:
Children and Youth (infants - 19 years.)

Program Description:

The Gaylord-Pickens Oklahoma Heritage Museum offers free field trips for over 1,000 students each school year thanks to the generosity of sponsors like the Association's Teen Board, Oklahoma Walmart Stores, Williams Foundation and the Choctaw Nation. The spaces are available to any school in Oklahoma. In addition to free admission, teachers may choose between receiving free lunch for each of the students OR a post-visit check to help with transportation costs, in the amount of $4 per student.

Program Long-Term Success:

Program Short-Term Success:

As school budgets are being cut, Oklahoma students can enjoy a fun, educational field trip at no cost to the school.

Program Success Monitored by:

The number of students participating in the Free Field Trip program each year and feedback from teachers.

Program Success Examples:

"We love the Gaylord-Pickens Museum. As this is often our student's first experience, I am delighted with the interactive exhibits. Students leave with excitement and wanting to attend again." - Deji Dugger, teacher at Fairview Elementary
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Impact Summary from the Nonprofit

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