Nonprofit · EIN 23-7215880
SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD
Tax-exempt · RALEIGH, NC 27611
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $226,309 | $135,380 | $90,929 | $828,788 | $0 | $828,788 |
| December 31, 2024 | 990 | $197,809 | $109,507 | $88,302 | $738,093 | $0 | $738,093 |
| December 31, 2023 | 990 | $146,962 | $96,116 | $50,846 | $649,791 | $0 | $649,791 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $180,504
- Program service revenue
- $24,579
- Investment income
- $21,226
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,284
- Accounting fees
- $745
- Program services (functional)
- $128,592
- Management and general (functional)
- $6,788
Balance sheet and other
- Total assets, start of year
- $738,093
- Total assets, end of year
- $828,788
- Total liabilities, end of year
- $0
- Net assets, end of year
- $828,788
- Gross receipts
- $226,309
- Employees
- 0
- Volunteers
- 16
- Year formed
- 1972
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ethan Barger | President Officer | – | $0 |
| Canaan Huie | Vice President Officer | – | $0 |
| Matthew Brown | Secretary Officer | – | $0 |
| Thomas W Urquhart | Treasurer Officer | – | $0 |
| Naudain Machen | Historian Officer | – | $0 |
| Dee Penven-Crew | Past President Officer | – | $0 |
| Miranda Miller | Director Trustee or director | – | $0 |
| Ayn-Monique Klahre | Director Trustee or director | – | $0 |
| Day Peake | Director Trustee or director | – | $0 |
| Kelli Beale Fletcher | Director Trustee or director | – | $0 |
| Jeremy McCartha | Director Trustee or director | – | $0 |
| Rory Burkitt | Director Trustee or director | – | $0 |
| Justin Griffin | Director Trustee or director | – | $0 |
| Antoinette Dibenedetto | Director Trustee or director | – | $0 |
| Alec Jeffries | Director Trustee or director | – | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Caleb Smith | Director Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ethan Barger | President Officer | – | $0 |
| Canaan Huie | Vice President Officer | – | $0 |
| Matthew Brown | Secretary Officer | – | $0 |
| Thomas W Urquhart | Treasurer Officer | – | $0 |
| Naudain Machen | Historian Officer | – | $0 |
| Dee Penven-Crew | Past President Officer | – | $0 |
| Lee Ann Walsh | Director Trustee or director | – | $0 |
| Jake Parrott | Director Trustee or director | – | $0 |
| Day Peake | Director Trustee or director | – | $0 |
| Kelli Beale Fletcher | Director Trustee or director | – | $0 |
| Jeremy McCartha | Director Trustee or director | – | $0 |
| Rory Burkitt | Director Trustee or director | – | $0 |
| Justin Griffin | Director Trustee or director | – | $0 |
| Antoinette Dibenedetto | Director Trustee or director | – | $0 |
| Alec Jeffries | Director Trustee or director | – | $0 |
| Caleb Smith | Director Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Denise Penven-Crew | President Officer | – | $0 |
| Ethan Barger | Vice President Officer | – | $0 |
| Matthew Brown | Secretary Officer | – | $0 |
| Naudain Machen | Treasurer Officer | – | $0 |
| Manish Lamba | Historian Officer | – | $0 |
| Rex Michael | Past President Officer | – | $0 |
| Lee Ann Walsh | Director Trustee or director | – | $0 |
| Jake Parrott | Director Trustee or director | – | $0 |
| Canaan Huie | Director Trustee or director | – | $0 |
| Kelli Beale Fletcher | Director Trustee or director | – | $0 |
| Jeremy McCartha | Director Trustee or director | – | $0 |
| Rory Burkitt | Director Trustee or director | – | $0 |
| Justin Griffin | Director Trustee or director | – | $0 |
| Antoinette Dibenedetto | Director Trustee or director | – | $0 |
| Alec Jeffries | Director Trustee or director | – | $0 |
| Caleb Smith | Director Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 27283, RALEIGH, NC 27611-7283
- Principal officer (990 for 2025)
- Thomas W Urquhart, 309 N Bloodworth St, Raleigh, NC 27601
- Signed the 990
- Thomas W Urquhart, Treasurer
- Phone
- (919) 270-0121
- Website
- historicoakwood.org
- Return prepared by
- Hunter Accounting Solutions Inc
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.
Program accomplishments
- Candlelight Tour & Snow Ball EventExpenses $74,394 · grants $174,828 · revenue $174,828
- Committee expenses benefitting the neighborhood in areas of communication, social, safety and community outreach effortsExpenses $14,971 · grants $5,316 · revenue $5,316
- Vallie Henderson Park RenovationsExpenses $39,227 · grants $24,579 · revenue $24,579
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7215880
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $828,788
- Income (IRS master file)
- $226,309
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $226,309 | $135,380 | $828,788 | XML |
| 990 | December 2024 | $197,809 | $109,507 | $738,093 | IRS |
| 990 | December 2023 | $146,962 | $96,116 | $649,791 | XML |
| 990 | December 2022 | $131,057 | $86,572 | $598,945 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7215880).
Questions about SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD
- What is the EIN of SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD?
- The employer identification number (EIN) of SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD is 23-7215880.
- Is SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD?
- The 990 for the year ended December 31, 2025 names Thomas W Urquhart.
- Who are the officers and directors of SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD?
- The 990 for the year ended December 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does SOCIETY FOR THE PRESERVATION OF HISTORIC OAKWOOD have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $226,309, expenses of $135,380 and total assets of $828,788 at year end.
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All nonprofits in RALEIGH · North Carolina · Arts, culture and humanities