2024-09-06T14:28:53-04:00 2023-12-31 474418942 Tim Montgomery CPA PLLC 412 Golden Bear Court Suite B208 Murfreesboro TN 37128 990 2023-01-01 136272104 ORAL HISTORY ASSOCIATION ORAL ONE BEAR PLACE 97176 WACO TX 767987176 STEPHEN M SLOAN EXECUTIVE DIREC 2547106290 2024-09-03 true true TIM MONTGOMERY P00736406 6158958151 2024-09-06 X 2023 2024-08-08 14:25:15Z 505620 false X ORALHISTORY.ORG X 1967 TX TO PROVIDE A MEANS FOR EFFECTIVE COOPERATION AMONG PEOPLE CONCERNED WITH DOCUMENTING AND PRESERVING ORAL HISTORY AND TO DISSEMINATE INFORMATION ABOUT ORAL HISTORY. 9 9 1 15 0 0 749423 326423 109534 158287 218558 20910 0 1077515 505620 591975 208879 0 17406 55807 0 1477 247071 258414 856452 523100 221063 -17480 905678 907810 162 80072 905516 827738 TO PROVIDE A MEANS FOR EFFECTIVE COOPERATION AMONG PEOPLE CONCERNED WITH DOCUMENTING AND PRESERVING ORAL HISTORY AND TO DISSEMINATE INFORMATION ABOUT ORAL HISTORY. false false 350791 208879 40939 MEMBER SERVICES, INCLUDING PUBLICATIONS INCLUDING ORAL HISTORY REVIEW, HISTORY ASSOCIATION NEWLETTER, AND OTHER MEMBER COMMUNICATIONS. ORAL HISTORY REVIEW WAS MADE AVAILABLE TO OVER 1,225 MEMBERS OR POTENTIAL MEMBERS THROUGH PRINT AND ONLINE VERSIONS OF PUBLICATIONS. IN PROVIDING SERVICES THE ORGANIZATION UTILIZES IN KIND SERVICES AND FACILITIES PROVIDED THROUGH BAYLOR UNIVERSITY THROUGH A COST-SHARING GRANT WITH THE UNIVERSITY. THE ORGANIZATION HAS ALSO ALLOCATED IN KIND AMOUNTS FOR PROGRAM SERVICES NOT INCLUDED IN THIS FORM 990 IN THE AMOUNTS OF $59,230 AND $5,477 FOR CONTRIBUTED SALARIES AND USE OF FACILITIES, RESPECTIVELY. 128633 117348 ANNUAL MEETING PROVIDED FOR THE BENEFIT OF ITS OVER 1,000 MEMBERS, OF WHICH 597 ATTENDEES REGISTERED FOR THE 2023 ANNUAL MEETING. 479424 true true false false false false false false false false false false false false false false 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 false false false false false false true 16 0 1 true false false false false false false false false false false false false false false X 9 9 false false false false true true true true true true false true false false false false false false false X STEPHEN SLOAN 6156242688 ONE BEAR PLACE 97176 WACO TX 767987176 X SHANNA FARRELL COUNCIL 1.00 0.00 X 0 0 0 CYNTHIA TOBAR COUNCIL 1.00 0.00 X 0 0 0 ALYSSA RAE FUNDERBURK COUNCIL 1.00 0.00 X 0 0 0 ZAHEER ALI COUNCIL 1.00 0.00 X 0 0 0 NISHANI FRAZIER COUNCIL 1.00 0.00 X 0 0 0 MARY LARSON INTERIM TREASURER 2.00 0.00 X X 0 0 0 TOMAS F SUMMERS SANDOVAL JR PRESIDENT 2.00 0.00 X X 0 0 0 AMY STARECHESKI PAST PRESIDENT 2.00 0.00 X X 0 0 0 KELLY E NAVIES VICE PRESIDENTPRES ELECT 2.00 0.00 X X 0 0 0 0 0 0 0 false false false 86327 204942 35154 5000 326423 PUBLICATION SALES 519100 35434 35434 ANNUAL MEETINGSPONSORS 519100 117348 117348 WORKSHOP INCOME 519100 300 300 OTHER INCOME 900099 5205 5205 158287 20910 20910 505620 158287 0 20910 204926 204926 3953 3953 45571 38735 6836 6750 5738 1012 3486 2963 523 7847 7847 12068 12068 12004 12004 1167 467 583 117 19022 14503 3613 906 6148 6148 17084 17084 4535 1814 2267 454 ANNUAL MEETING 128633 128633 PUBLICATIONS 36422 36422 CONTRIBUTIONSAWARDS 5200 5200 BANK CHARGES 5805 5805 2479 770 1709 523100 479424 42199 1477 150373 24826 61171 61196 8794 15985 684134 797009 10000 905678 907810 28962 51110 162 162 80072 X 905516 827738 905516 827738 905678 907810 X -17480 114341 -174639 0 X X true X false true false X 84025 123246 121497 749423 321426 1399617 270679 117413 79489 109534 158287 735402 354704 240659 200986 858957 479713 2135019 2135019 10010 6908 6516 11001 20910 55345 10010 6908 6516 11001 20910 55345 364714 247567 207502 869958 500623 2190364 0.97470 0.97840 0.03000 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true OHA SCHOLARSHIP PROGRAM GRANTS 14 13453 NEH GRANT ASSISTANCE 47 195426 Monitoring procedures (Part I, line 2) ANNUALLY OHA FORMS A SCHOLARSHIP COMMITTEE OF A GROUP OF MEMBERS WHO REVIEW, APPROVE AND OVERSEE DISTRIBUTIONS TO APPLICANTS WHO HAVE QUALIFIED FOR A SCHOLARSHIP AWARD.FOR NEH GRANT AWARDS, A GROUP OF BOARD MEMBERS FORMED A SELECTION COMMITTEE TO REVIEW APPLICATIONS FROM ORAL HISTORIANS FROM COMMUNITIES WHICH HAVE BEEN HISTORICALLY MARGINALIZED IN THE FIELD (SUCH AS INDIGENOUS PERSONS, PEOPLE OF COLOR, PEOPLE WITH DISABILITIES AND WORKING CLASS PEOPLE). APPLICANTS PROPOSE PROJECTS GOUNDED IN PARTNERSHIPS WITH COMMUNITIES AND ORGANIZATIONS. IN ADDITION TO AWARDS, RECIPIENTS ARE PROVIDED WITH MENTORING, RESEARCH FUNDS, TRAINING, AND A SUPPORTIVE COHORT EXPERIENCE. Members or stockholder classes and rights Part VI line 6 INDIVIDUAL MEMBERSHIP IS OPEN TO THOSE WHO SUPPORT THE OBJECTIVE OF THE ASSOCIATION. HONORARY MEMBERS MAY BE ELECTED BY THE COUNCIL OF THE ASSOCIATION, WITH SUCH PRIVILEGES AS THE COUNCIL MAY DECIDE UPON. Member election for additional members Part VI line 7a A NOMINATING COMMITTEE COMPOSED OF SIX MEMBERS CAN NOMINATE ONE OR MORE PERSONS FOR PROSPECTIVE VACANCIES ON THE COUNCIL. Governing body decisions Part VI line 7b A CHANGE TO THE CONSTITUTION IS THE ONLY DECISION THAT IS SUBJECT TO APPROVAL BY THE MEMBERS. Form 990 governing body review Part VI line 11 FORM 990 IS REVIEWED BY THE ASSOCIATIONS PRESIDENT AND TREASURER PRIOR TO FILING. IN THE EVENT OF A VACANCY IN ONE OR BOTH OF THOSE BOARD POSITIONS, THE FINANCE COMMITTEE WOULD REVIEW THE FORM 990. COPIES ARE PROVIDED TO THE COUNCIL BY EMAIL FOR THEIR REVIEW AND COMMENT. Officer director etc mailing address Part VI line 9 AMY STARECHESKI, PAST PRESIDENTCOLUMBIA UNIVERSITYNEW YORK, NY 10027TOMAS F SUMMERS SANDOVAL JR, PRESIDENTPOMONA COLLEGECLAREMONT, CA 91711KELLY E. NAVIES, VICE PRESIDENT (PRES ELECT)MRC 1403, 1400 CONSTITUTION AVE NWWASHINGTON DC 20012MARY LARSON, INTERIM TREASUREROKLAHOMA STATE UNIVERSITYSTILLWATER, OK 74078 ZAHEER ALI2500 MAIN STREET, PO BOX 6009LAWRENCEVILLE, NJ 08648ALYSSA RAE FUNDERBURKJACKSON STATE UNIV - AYER HALLJACKSON, MS 39217NISHANI FRAZIERUNIVERSITY OF KANSASLAWRENCE, KS 66045SHANNA FARRELLUNIVERSITY OF CALIFORNIABERKELEY, CA 94720 CYNTHIA TOBARBRONX COMMUNITY COLLEGEBRONX, NY 10453 Governing documents etc available to public Part VI line 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. Part XI response or note to any line in Part XI PRIOR PERIOD ADJUSTMENT AMOUNTS REPRESENT AMOUNTS USED TO CONVERT THE BEGINNING 2023 NET ASSETS FROM THE ORGANIZATIONS PREVIOUSLY ISSUED FORM 990 ON THE CASH BASIS TO THE CURRENT YEAR PRESENTATION, WHICH HAS BEEN CHANGED TO THE ACCRUAL BASIS OF ACCOUNTING. Part XII Response or note to any line in Part XII CHANGE IN ACCOUNTING METHOD - THE ORGANIZATION CHANGED ITS METHOD FOR PREPARATION OF FORM 990 FROM CASH TO ACCRUAL BASIS. BOOKS ARE MAINTAINED ON THE ACCRUAL BASIS AND THE ORGANIZATION ISSUES AN ANNUAL REVIEW OF ITS FINANCIAL STATEMENTS ON THE ACCRUAL BASIS OF ACCOUNTING. THE ACCRUAL BASIS IS A MEASURE OF ITS OPERATIONS CONSISTENT WITH THE WAY IT MAINTAINS ITS BOOKS AND ISSUES FINANCIAL STATEMENTS, THEREFORE THE CHANGE IN METHOD WAS INCORPORATED IN THIS REPORTING YEAR.