Civic Intelligence

Preservation Oklahoma Inc

EIN 73-1432918 • 501(c)3 • Oklahoma City, OK

Profile

To encourage preservation of Oklahoma's historic places

405 NW 15th StOklahoma City, OK 73103-3503

www.preservationok.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.02x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

43rd percentile

-0.8%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

98th percentile

$53,312

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

83rd percentile

35%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

-0.3%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$130,047

Up $34,036 (+35%) from 2024

Liabilities

Up

$3,235

Up $3,235 from 2024

Net Assets

Up

$126,812

Up $30,801 (+32%) from 2024

Operations
Liabilities / Revenue74th percentileNet Margin43rd percentile

Revenue

Down

$125,042

Down $359 (-0.3%) from 2024

Expenses

Down

$126,081

Down $19,080 (-13%) from 2024

Net Income

Up

-$1,039

Up $18,721 (+95%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $531,564Liabilities 2011: $1,141Net Assets 2011: $530,4232011Assets 2012: $538,075Liabilities 2012: $1,636Net Assets 2012: $536,4392012Assets 2013: $428,056Liabilities 2013: $8,1782013Assets 2014: $457,685Liabilities 2014: $14,207Net Assets 2014: $443,4782014Assets 2015: $423,063Net Assets 2015: $423,0632015Assets 2016: $200,325Net Assets 2016: $200,3252016Assets 2017: $126,436Net Assets 2017: $126,4362017Assets 2018: $147,714Net Assets 2018: $147,7142018Assets 2019: $151,855Liabilities 2019: $0Net Assets 2019: $151,8552019Assets 2020: $163,794Liabilities 2020: $19,9002020Assets 2021: $129,312Liabilities 2021: $17,000Net Assets 2021: $112,3122021Assets 2022: $172,277Liabilities 2022: $0Net Assets 2022: $172,2772022Assets 2023: $128,189Liabilities 2023: $0Net Assets 2023: $128,1892023Assets 2024: $96,011Liabilities 2024: $0Net Assets 2024: $96,0112024Assets 2025: $130,047Liabilities 2025: $3,235Net Assets 2025: $126,8122025

Highlighted filing

2025

Assets$130,047
Liabilities$3,235
Net Assets$126,812
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2011: $186,6592011Expenses 2012: $164,7182012Revenue 2013: $146,407Expenses 2013: $263,465Net Income 2013: -$117,0582013Revenue 2014: $158,863Expenses 2014: $316,811Net Income 2014: -$157,9482014Revenue 2015: $180,187Expenses 2015: $197,777Net Income 2015: -$17,5902015Revenue 2016: $161,643Expenses 2016: $186,509Net Income 2016: -$24,8662016Revenue 2017: $155,645Expenses 2017: $229,534Net Income 2017: -$73,8892017Revenue 2018: $199,819Expenses 2018: $178,541Net Income 2018: $21,2782018Revenue 2019: $218,489Expenses 2019: $214,348Net Income 2019: $4,1412019Revenue 2020: $139,599Expenses 2020: $147,560Net Income 2020: -$7,9612020Revenue 2021: $112,962Expenses 2021: $164,444Net Income 2021: -$51,4822021Revenue 2022: $239,220Expenses 2022: $179,255Net Income 2022: $59,9652022Revenue 2023: $121,156Expenses 2023: $165,244Net Income 2023: -$44,0882023Revenue 2024: $125,401Expenses 2024: $145,161Net Income 2024: -$19,7602024Revenue 2025: $125,042Expenses 2025: $126,081Net Income 2025: -$1,0392025

Highlighted filing

2025

Revenue$125,042
Expenses$126,081
Net Income-$1,039
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$130,047
Liabilities
$3,235
Net assets
$126,812
Revenue
$125,042
Expenses
$126,081
Net income
-$1,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.03$1.27$1.25$1.26$0.01
2024Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$1.25$1.45$0.20
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$1.21$1.65$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$2.39$1.79$0.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.17$1.12$1.13$1.64$0.51
2020Summary only. Only limited summary data is available for this year.$1.64$0.20$1.40$1.48$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$2.18$2.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.48$1.48$2.00$1.79$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.56$2.30$0.74
2016Detailed filing. Detailed filing data is available for this year.$2.00$2.00$1.62$1.87$0.25
2015Detailed filing. Detailed filing data is available for this year.$4.23$4.23$1.80$1.98$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.58$0.14$4.43$1.59$3.17$1.58
2013Summary only. Only limited summary data is available for this year.$4.28$0.08$1.46$2.63$1.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.02$5.36$1.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$0.01$5.30$1.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$125,042
Mission and Program Overview

Mission

To encourage preservation of Oklahoma's historic places

To preserve the places where Oklahoma history lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$47,593$79,956▲ $32,363
Savings and Temporary Cash Investments$48,418$50,091▲ $1,673
Total Assets$96,011$130,047▲ $34,036
Liabilities
Accounts Payable and Accrued Expenses-$3,235-
Total Liabilities$0$3,235▲ $3,235
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$96,011$112,050▲ $16,039
Net Assets With Donor Restrictions-$14,762-
Total Net Assets Fund Balance$96,011$126,812▲ $30,801
Total Liabilities and Net Assets / Fund Balance$96,011$130,047▲ $34,036
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Victoria RainesBoard Chair
Chad HuntingtonBoard Member at Large
Erin SullivanBoard Member at Large
Kay DeckerBoard Member at Large
Pam FischerBoard Member at Large
Rusty MilroyBoard Member at Large
Revenue and Support

Revenue Composition

Contributions and Grants
$109,013
Program Service Revenue
$14,177
Investment Income
$1,852
Other Revenue
$0
All Other Contributions
$16,285
Change in Net Assets
$-1,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$82,187
Other Expenses$43,894
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$32,015$38,196-$70,211
Occupancy$14,192$3,236-$17,428
Fees for Services Other$7,220$117-$7,337
Payroll Taxes$2,449$3,672-$6,121
Other Employee Benefits$5,162$693-$5,855
Advertising$698$4,016-$4,714
Fees for Services Accounting$383$2,794-$3,177
Information Technology$466$2,618-$3,084
Insurance$470$2,298-$2,768
Office Expenses$866$1,105-$1,971
Travel$1,851$50-$1,901
Conferences and Meetings$745$573-$1,318
Other Expenses$40$156-$40
Total Functional Expenses$66,557$59,524$0$126,081
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Governing body meeting documentation Part VI line 8A

“All meetings of the board of directors are contemporaneously documented by the board secretary or their appointee. All meeting documents are available upon written request.”

Form 990 governing body review Part VI line 11

“A copy of the Form 990 was presented to the Executive Director and the Board of Directors prior to the filing of the return with the Internal Revenue Service.”

Conflict of interest policy compliance Part VI line 12C

“The Board of Directors monitors the activities of the members of the Board of Directors as it relates to the conflict of interest policy of the organization.”

Form 990 availability to public Part VI line 18

“The organization makes its Form 990 available to the public upon written request.”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents, policies, and financial statements available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Preservation Oklahoma Inc
EIN
73-1432918
In Care Of
% Shelley Bierschank
Phone
4055255325
Address
405 NW 15th St, Oklahoma City, OK 73103-3503

Signing Officer

Name
Shelley Bierschank
Title
Executive Director
Phone
4055255325
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
20

Preparer

Firm
The Springer Company
Address
PO Box 23343, Oklahoma City, OK 73123-2343
Preparer
Jeremiah R Springer
Phone
4057530729
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A-Text in footnote regarding SFAS 116 (ASC 958)

“Part III has been answered that historical treasurers are held by Preservation Oklahoma. These items have been accessed as as part of a musuem collection owned by the Oklahoma Historical Society and cared for by Preservation Oklahoma (based on an operating agreement).”

Part III, Line 4-Description organization'S collections

“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 and contents since 2003.”

Raw XML Appendix369 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0123062
IRS990/SavingsAndTempCashInvstGrp/BOYAmt048418
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050091
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0109013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0111819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0107175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0228814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0112872
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0669693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01852
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013581
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013981
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt090
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt039910
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67500
IRS990ScheduleA/PublicSupportPY170Pct00.81170
IRS990ScheduleA/PublicSupportTotal170Amt0479013
IRS990ScheduleA/SubstantialContributorsTotAmt0190680
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0109013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0111819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0107175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0228814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0112872
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0669693
IRS990ScheduleA/TotalSupportAmt0709603
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Part III has been answered that historical treasurers are held by Preservation Oklahoma. These items have been accessed as as part of a musuem collection owned by the Oklahoma Historical Society and cared for by Preservation Oklahoma (based on an operating agreement).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The 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 and contents since 2003.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 1a-Text in footnote regarding SFAS 116 (ASC 958)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III, Line 4-Description organization's collections
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All meetings of the board of directors are contemporaneously documented by the board secretary or their appointee. All meeting documents are available upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the Form 990 was presented to the Executive Director and the Board of Directors prior to the filing of the return with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors monitors the activities of the members of the Board of Directors as it relates to the conflict of interest policy of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its Form 990 available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes its governing documents, policies, and financial statements available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt059524
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066557
IRS990/TotalFunctionalExpensesGrp/TotalAmt0126081
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt03235
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IRS990/TotalLiabilitiesGrp/EOYAmt03235
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0126812
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt066557
IRS990/TotalProgramServiceRevenueAmt014177
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016029
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0125042
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt096011
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0130047
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt050
IRS990/TravelGrp/ProgramServicesAmt01851
IRS990/TravelGrp/TotalAmt01901
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.preservationok.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY BIERSCHANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04055255325
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Preservation Oklahoma Inc
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0731432918
ReturnHeader/Filer/InCareOfNm0% Shelley Bierschank
ReturnHeader/Filer/PhoneNum04055255325
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 NW 15th St
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731033503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465307002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Springer Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 23343
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731232343
ReturnHeader/PreparerPersonGrp/PhoneNum04057530729
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMIAH R SPRINGER
ReturnHeader/ReturnTs02025-12-03T11:19:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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