Preservation Oklahoma Inc.
Overholser Mansion
405 NW 15th Street
Oklahoma City OK 73103
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
n/a
Mission Statement To preserve the places where Oklahoma history lives.
Overholser Mansion
Contact Information
Contact Name Cayla Lewis
Contact email director@preservationok.org
Address Overholser Mansion
405 NW 15th Street
Oklahoma City, OK 73103
Phone (405) 525-5325
County Oklahoma County
How to Give
Donate with Credit Card https://www.preservationok.org
Donate to Endowment http://occf.org/po/
Other ways to donate, support or volunteer
Donations are accepted online, over the phone, as well as by check. We also seek volunteers to assist with tours and maintenance of the Overholser Mansion, Oklahoma City's first mansion.  Preservation Oklahoma is the steward of this Oklahoma City landmark built in 1903. Our offices are located in the Carriage House.
Financial Summary
 
 
Projected Revenue $197,600.00
Projected Expenses $197,253.00
History and Background
Year Founded 1992
IRS Ruling Year 1994
State Registration Expiration July 2020
Statements
Mission To preserve the places where Oklahoma history lives.
Background Preservation Oklahoma, Incorporated, is the state's only private, nonprofit membership organization that is dedicated to promoting, supporting, and coordinating historic preservation activities throughout the state. Founded in 1992, Preservation Oklahoma is a Statewide Partner with the National Trust for Historic Preservation and works on joint projects with the Oklahoma Historical Society, State Historic Preservation Office (SHPO).
Impact
  • Providing programs such as This Place Matters to highlight the importance of historic structures across the state. This Place Matters tours have taken place in Boley, Cherokee, and Sulphur.
  • Publishing Preservation Oklahoma News, our joint newsletter with the State Historic Preservation Office. This quarterly newsletter provides information on important issues impacting the preservation community.
  • Acting as the steward to the Henry Overholser Mansion, Oklahoma City’s first mansion that was built in 1903. Preservation Oklahoma is currently overseeing an extensive restoration of the mansion’s exterior, ensuring that the structure is preserved for future generations.
  • Conducting workshops and lectures that inform the public about important conservation and preservation issues. These include workshops on topics such as Route 66 Resources, Preservation,and Tombstone Conservation.
  • Publishing an annual list of Oklahoma’s Most Endangered Historic Places. Preservation Oklahoma has recognized historic sites across the state at risk of demolition or deterioration, raising awareness of the need to protect Oklahoma’s historic resources. This awareness has resulted in the preservation of several historic structures, including the Mayo Hotel in Tulsa, the Skirvin Hotel in Oklahoma City, and the Saline Courthouse.
Needs
Funds for Carriage House Renovations - $50,000
Funds for Overholser Mansion Renovations - $20,000
New Website - $10,000+
New Branding - $5,000+
Rural board member representation
Area Served
Area Served
Geographic Area Served
Oklahoma - Statewide
Service Categories
Secondary Organizational Category Arts,Culture & Humanities/History Museums
Programs
Description POK's Annual Summer Soiree celebrates all things summer on the beautiful Overholser Mansion lawn. The evening party includes dancing, live music, and raises funds for the maintenance of the Henry Overholser Mansion.
Strategy
Population Served Adults
Description
Established as one of Preservation Oklahoma’s first programs, Oklahoma’s Most Endangered Historic Places was patterned after a similar annual list produced by the National Trust for Historic Preservation. Ralph McCalmont, one of the founding board members of Preservation Oklahoma, had also served on the board of the National Trust and was keenly aware of the program’s impact. Realizing the need for Preservation Oklahoma to focus public attention on the state’s historic structures, the Board of Directors agreed to publish an annual list of “properties and sites which have special historic or architectural significance to our state, but which are in danger of being lost, due to neglect, poor maintenance, obsolescence or other causes.” The purpose of producing this listed was stated by John Mabrey, then the President of Preservation Oklahoma, when he said “if we bring the problems to light of a structure familiar to people, they are more likely to do something about it.”
 
Over the past twenty years, people have done “something about it.” While inclusion on the list does not guarantee protection or funding, it has proven to be a key component in mobilizing support for the preservation of historic sites by raising each structure’s awareness to a statewide level. The nomination process has evolved to reflect the fact that the public is aware of the need to preserve their local structures. Today, nominations are solicited annually from the public. The nominations are compiled and the formal list is selected by a group of preservation experts, including historians, architects, and archeologists.
Strategy
Population Served Adults
Description Preservation projects happen ONLY because of the efforts of local citizens across our state. Preservation Oklahoma would like to applaud the work of these individuals and groups whose tenacity, courage, and determination are the backbone of successful preservation projects across Oklahoma.
Strategy
Population Served Adults
Description
Constructed by Henry Overholser, referred to as the "Father of Oklahoma City," and his wife Anna, the Overholser Mansion is considered the first mansion built in Oklahoma City. David Jay Perry, the son-in-law of the Overholsers, sold the mansion and all of its belongings to the Oklahoma Historical Society in April 1972. Preservation Oklahoma has been the caretaker of this Oklahoma City treasure since 2003.
 
Realizing that preservation is critical to the understanding of our past, POK has increased programming for the mansion so that the public can learn from structure. Guides tours are provided so that visitors can learn the stories of not only the Overholser family, but of its servants, and neighbors. In order to preserve the structure for future generations, POK has overseen an extensive restoration of the mansion’s exterior. Nearly $750,000 was raised through the generosity of local companies, foundations, and citizens. Since 2008, the original windows, roof and several chimneys have been repaired. The final phase of restoration, the removal of paint and the repairing of the sandstone and balustrades, will be completed in the fall. POK’s mission continues to be “promoting historic preservation statewide” and that mission is achieved as closely as the work outside our front door.
 
For over 110 years, the Overholser Mansion has stood proudly on the Oklahoma plains. It has served as a center of social life and the place of weddings, receptions, births and deaths. It stands as a reflection of Oklahoma City’s beginnings and also represents the hard work of preservationists who sought to preserve its legacy. Without the dedication, forethought, and tenacity of these individuals, this piece of Oklahoma history could have been lost forever. In that vein, this structure represents what Preservation Oklahoma hopes to achieve statewide—the protection and preservation of these landmarks of Oklahoma’s past.
Strategy
Population Served Adults
CEO/Executive Director
CEO/Executive Director Cayla Lewis
Start Date Jan 2018
Email director@preservationok.org
Staff
Number of Full-time Staff 2
Number of Part-time Staff 0
Number of Contract Staff 0
Number of Volunteers 4
Staff Retention Rate 100
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Staff Demographics - Ethnicity
Caucasian 1
Hispanic/Latino 1
Staff Demographics - Gender
Female 2
Organizational Plans
Fundraising Plan Under Development
Communication Plan Under Development
Strategic Plan Yes
Number of Years Strategic Plan Considers 2
Date Strategic Plan Adopted Sept 2018
Management Succession Plan Under Development
Organization Policies and Procedures Yes
Affiliations
AffiliationYear
National Trust for Historic Preservation - Partner2019
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Board Chair
Name Daniel Mathis
Company Affiliation Devon
Term July 2019 to June 2020
Email danielbarrettmathis@gmail.com
Board of Directors
List Current as of July 30, 2019
Board of Directors List
NameAffiliationStatus
Linda BarnettVoting
Jeff ErwinVice PresidentVoting
Chad HuntingtonBricktown Water TaxiVoting
Sarah JordanVoting
Daniel MathisTreasurerVoting
Rusty MilroyMabrey BankVoting
Travis OwensVoting
Tori RainesVoting
Cherish RallsPresidentVoting
Lynne RostochilVoting
Carissa StevensScout StudiosVoting
Brad WilsonSt. Francis of the WoodsVoting
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 9
Hispanic/Latino 0
Native American/American Indian 3
Other 0
Board Demographics - Gender
Male 5
Female 7
Governance
Board Term Lengths 2 years
Percentage of Board Making Monetary Contributions to the Organization 100 %
Percentage of Board Making In-Kind Contributions to the Organization 100 %
Board Orientation Yes
Constituency Includes Client Representation Yes
Written Board Selection Criteria? Under Development
Standing Committees
Board Governance
Finance
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Program / Program Planning
Membership
Comments on Board & Governance
CEO/Executive Director/Board Comments Transition through new ED and new board members. Several Governance Policies and Procedures are currently being reexamined.
Current Fiscal Year
Fiscal Year July 01, 2019-June 30, 2020
Current Year Budgeted Total Income $197,600
Current Year Budgeted Total Expenses $197,253
IRS Letter of Determination
Prior Three Years' Financial History
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201820172016
Contributions$133,189$93,097$126,274
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions------
------
$65,748$62,093$35,032
Investment Income, Net of Losses$882$455$337
Unrealized Gain/Loss------
Membership Dues------
Special Events------
Revenue In-Kind------
Other------
Expense Allocation
Fiscal Year201820172016
Program Expense$178,541$229,534$186,509
Administration Expense------
Fundraising Expense------
Payments to Affiliates------
Total Revenue/Total Expenses1.120.680.87
Program Expense/Total Expenses100%100%100%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201820172016
Total Assets$147,714$126,436$200,325
Current Assets$147,714$126,436$174,326
Long-Term Liabilities------
Current Liabilities------
Total Net Assets$147,714$126,436$200,325
Solvency
Short Term Solvency
Fiscal Year201820172016
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201820172016
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201820172016
Top Funding Source & Dollar AmountContributions $133,189Contributions $93,097Contributions $126,274
Second Highest Funding Source & Dollar AmountEarned Revenue $65,748Earned Revenue $62,093Earned Revenue $35,032
Third Highest Funding Source & Dollar AmountInvestment Income $882Investment Income $455Investment Income $337
Endowment? No
Endowment Spending Policy N/A
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? No
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Comments on Financials
Foundation Staff Comments
All prior year financial information is from the IRS Form 990EZs.
 
Note: In fiscal year 2016, per Schedule O, Part 1, Line 20 reflects the removal of endowment and book value of “Furniture & Equipment” of ($197,872). It is was not included in financials, as it would mislead the net income/loss.
 
Contributions may include foundations and corporations when the breakout was not available.
 
The financial information presented is obtained from the following sources: IRS Form 990, independent audit reports, financial statements – board approved when available, and supplemental information from the organization. We do not warrant or guarantee the timeliness, errors or inaccuracies. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or interpretation by OCCF staff.
 
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
Address Overholser Mansion
405 NW 15th Street
Oklahoma City, OK 73103
Primary Phone 405 525-5325
Give with Credit Card https://www.preservationok.org
Give to Endowment http://occf.org/po/
CEO/Executive Director Cayla Lewis
Board Chair Daniel Mathis
Board Chair Company Affiliation Devon