2018-11-14T15:46:56-08:00 2017-12-31 204091940 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2017-01-01 730795545 Tulsa Historical Society TULS 9187129484 2445 South Peoria Avenue Tulsa OK 74114 Michelle Place Executive Director 2018-11-14 true Tim L Roberts CPA P00000948 9187491040 2017 2019-02-21 02:37:17Z 828479 false false X tulsahistory.org X 1963 OK To preserve, protect and present Tulsa's History 30 30 6 60 0 555986 608100 20317 20192 41029 60498 40717 50682 658049 739472 0 0 402989 400454 0 42911 581984 606264 984973 1006718 -326924 -267246 9852390 9730572 0 9852390 9730572 The mission of Tulsa Historical Society & Museum is to illuminate the past, enhance the present and influence future generations by collecting, preserving and presenting Tulsa's history. false false 884207 32344 It is an honor and certainly a privilege to serve as the Executive Director of the Tulsa Historical Society & Museum. I have been employed by THS for almost 18 years and have definitely seen growth and change. I am grateful for our board, our members, our volunteers and especially a professional staff. Our community is in a much better place because of their commitment to telling all of Tulsas stories. In October 2013, the THS Executive Committee, some former board members, and staff met to develop a long range plan. With the help of a facilitator, the following initiatives were identified and subsequently approved by the board for adoption & implementation. This strategic plan included:1.Take care of our fiscal position2.Take care of our physical facility3.Become a respected research repository4.Enhance our technology5.Expand our education initiativesOur board, staff and volunteers work day in and day out to fulfill our mission by implementing this long range plan.1. Fiscal House Like other non-profits, we certainly have our challenges in raising operating budgets. While 2016 was a very difficult year financially, I am pleased to say that our current income position is greatly improved thanks to several significant donations. The really good news is that, unlike many other institutions, we are debt free. One year ago we had almost $685,000 of funds in either restricted or unrestricted funds that could be used in a variety of ways to fund or supplement some of our operations. This year, I am pleased to report that as of September 30, 2017, we have $815,529. This is after we had to go to one of our unrestricted funds for $50,000 to assist with our cash flow in early 2017. After December 31st, we will look at our total amount in funds, the board can consider returning the $50,000 to our unrestricted funds accounts. Thank you to our board treasurer, Darren Walkup, and our CPA Kelly Kirby for being ever vigilant to make sure we adhere to best non-profit practices.2.Physical Facility The new museum wing is now twelve years old and we have a 100+ year old renovated house and a 2.7 acre campus. We have constant challenges but our head is above water. Leaks on the second floor, continue to be abated. While we have done some maintenance, each task has been carefully weighed as to cost/benefit. LED lighting has been installed inside and we are evaluating installing new fixtures on the grounds. Our staff have been collecting cost proposals for various projects and repairs. These include: refinishing the Travis Mansion wood floors and re-carpeting the stairs. 3.Research Repository our mission is to share our collection with the public and we are committed to finding outreach opportunities. Thanks to the generosity of the Hagler Pinkerton Foundation, THS was able to purchase a large scanner so that photographs, negatives and documents can be digitized. We now have over 17,000 images accessible through our website. Adding to this digital collection is a major objective for our Archival staff and volunteers. A number of new collections have been brought into our archives. Those include: All Souls Unitarian long time minister, the late Dr. John Wolf, television weatherman Lee Woodward, Bnai Emanuah Synagogue, The Bernsen Foundation with photographs and letters from Frank and Grace. 4.Technology Our second documentary, which is really the story of Oklahomas immigration, is well underway. The story of Tulsas Jewish community is being told by Lookout Mountain Production Company by producers Jeremy Lamberton and Elvis Ripley. They are being assisted by local historian and Tulsa Jewish Genealogist, Phil Goldfarb. We meet once a week and are looking to a spring release. 5.Education Tulsas history is more accessible than ever to people of all ages, especially children. The board and staff are committed to providing curriculum and experiences to the Tulsa Metro area schools, both public and private. Our educational programs continue to expand with new curriculum, teacher workshops, author lectures, book signings and presentations both at the museum, in the community and in schools.The number one question THS receives is STILL about the 1921 Tulsa Race Riot and those requests from around the world. In July, I was honored to again be a part of a ten member Tulsa delegation to an international conference on Just Governance held in Caux, Switzerland. Five members of the delegation live in Tulsa and we have been able to collaborate on programming and education regarding Tulsas race relations. The conference in Switzerland was attended by 300+ delegates from 69 countries. Tulsas delegation WAS again the American delegation and I can assure you, the world continues to watch how America deals with race. Through my collaborative efforts with other Tulsa organizations, I continue to serve as the education co-chair on the official 1921 Tulsa Race Riot Centennial Committee. Oklahoma State Senator, Kevin Matthews and US Senator James Lankford, chair this committee.Our job is to educate Tulsa and beyond NOW about this horrific time in our citys history. Our Race Riot and Art Deco Aps continue to be expanded and are useful tools to the museum visitor as well as to professional and amateur historians. While our technology is in place for the Oral History program, volunteer participants and marketing of the program need to be enhanced. The Tribune Research Library is a reality and is housed on the second floor. We are thrilled to continue to honor Jenk Jones Family in this research gallery. 884207 true true false false false false false true false false true false false true false true true 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 false false false false false false false true 4 0 true 6 true false false false false false true true false false 0 false false false false false false false false false false X 30 30 false false false false true true false true true false false false true true false true false true true false OK X Michelle Place 9187129484 2445 South Peoria Avenue Tulsa OK 741141326 Mitch Adwon President 1.00 0.00 X X 0 0 0 Tony Jezek Vice President 1.00 0.00 X X 0 0 0 Darren Walkup Treasurer 1.00 0.00 X X 0 0 0 Hailey Hinch Woodard Secretary 1.00 0.00 X X 0 0 0 Anne Cleveland Director 1.00 0.00 X 0 0 0 Sharon King Davis Director 1.00 0.00 X 0 0 0 Donna Dutton Director 1.00 0.00 X 0 0 0 John Favell Director 1.00 0.00 X 0 0 0 Betsey Fisher Director 1.00 0.00 X 0 0 0 Marc Frazier Director 1.00 0.00 X 0 0 0 E Ann Graves Director 1.00 0.00 X 0 0 0 Matt Hill Director 1.00 0.00 X 0 0 0 Jim Hodges Director 1.00 0.00 X 0 0 0 Allen Hoerman Director 1.00 0.00 X 0 0 0 Craig Hoster Director 1.00 0.00 X 0 0 0 Martha King-Clark Director 1.00 0.00 X 0 0 0 Missy Kruse Director 1.00 0.00 X 0 0 0 Edward C Lawson Jr Director 1.00 0.00 X 0 0 0 CS Lewis III Director 1.00 0.00 X 0 0 0 Calvin Moniz Secretary 1.00 0.00 X 0 0 0 Patti Orbison Director 1.00 0.00 X 0 0 0 Jerry Parkhurst Director 1.00 0.00 X 0 0 0 Hillary Rankin Director 1.00 0.00 X 0 0 0 Jan Scott Director 1.00 0.00 X 0 0 0 Margaret Swimmer Director 1.00 0.00 X 0 0 0 Clifton Taulbert Director 1.00 0.00 X 0 0 0 Gary Trennepohl Director 1.00 0.00 X 0 0 0 Jeff Weagley Director 1.00 0.00 X 0 0 0 Randi Wightman Director 1.00 0.00 X 0 0 0 Michelle Place Executive Dir. 40.00 0.00 X 76594 0 574 76594 574 0 false false false 0 116397 234750 256953 608100 Tour Sales 900099 15750 15750 Museum Admission 900099 4442 4442 20192 13178 13178 0 0 52232 16925 35307 35307 35307 47320 47320 47320 47320 61140 234750 69348 -8208 -8208 0 12152 2734 9418 9418 Sales other 13369 13369 Museum donations 796 796 14165 739472 42979 88393 0 0 0 0 75663 44873 15395 15395 0 255231 219087 18072 18072 0 45026 34594 5216 5216 24534 19420 2557 2557 0 0 22096 5524 16572 0 0 5542 5542 0 275 275 5526 4973 553 9193 4350 4843 0 60802 59586 1216 0 0 0 0 768 753 15 237388 232640 4748 40749 39934 815 Maintenance & Repairs 72335 70888 1447 Specific Project 53655 53655 Printing and Publications 17097 16755 342 Other 12224 11980 244 68614 65195 2023 1396 1006718 884207 79600 42911 100776 143037 715841 701439 460986 401165 0 0 0 0 11676 8942 3758 4744 10336834 3012557 7554123 7324277 0 0 0 0 1005230 1146968 9852390 9730572 0 0 X 9265756 9230345 522641 436234 63993 63993 9852390 9730572 9852390 9730572 -267246 138828 6600 X false true X true false X 484685 266793 303852 555986 608100 2219416 26231 51469 46137 20317 20192 164346 0 0 0 510916 318262 349989 576303 628292 2383762 35000 120000 85000 68125 84315 392440 0 35000 120000 85000 68125 84315 392440 1991322 19886 16703 15969 13200 13178 78936 0 19886 16703 15969 13200 13178 78936 0 194976 454638 314607 108149 138893 1211263 725778 789603 680565 697652 780363 3673961 0.54200 0.42530 0.02150 0.02110 X X X X X false 512251 512251 9375298 2645172 6730126 449285 367385 81900 7324277 1146968 X 968365 138828 6600 89007 234435 733930 5542 5542 739472 1090183 89007 89007 1001176 5542 5542 1006718 Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o The collections, which were acquired through purchases and contributions since the Societys inception, are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as temporarily or permanently restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected on the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. During 2017 and 2016 there were no collections acquired. Part III, Line 4: Description of organization's collections and how it furthers its purpose. The collection is used to support public exhibits, for research, for preservation for future generations and for loan or exchange with other museums. Part V, Line 4: Intended uses of the endowment fund. Tulsa Community Foundation holds and manages a fund for THS. A distribution is offered to THS each year to be used for general operations. Part X : FIN48 Footnote THE SOCIETY HAS ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDSCODIFICATION TOPIC ASC 740-10 (PREVIOUSLY FINANCIAL INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES.) THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AS OF BOTH THE DATE OF ADOPTION AND AS OF DECEMBER 31, 2017, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Special Event Exp. netted in Part VIII $66954 Special Event Exp. netted in Part VIII $2394 Inventory $2734 Rental expenses - netted in Part VIII $16925 Part XII, Line 2d: Other expenses and losses per audited F/S Special Event Exp. netted in Part VIII $66954 Special Event Exp. netted in Part VIII $2394 Rental Expense netted in Part VIII $16925 inventory $2734 false Hall of Fame 276750 234750 42000 66954 Other Fundraisers 19140 19140 2394 295890 234750 61140 69348 69348 -8208 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder Voting members include members that pay annual dues to the organization. Form 990, Part VI, Line 11b: Form 990 Review Process The board Treasurer reviews the draft of form 990 and reports to the board of directors. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The executive committee annually reviews compensation levels considering local market factors, competitive forces, general inflationary changes, employee performance, and THSs fiscal position in connection with pay adjustments. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Documents are available upon request. Financial statements are available at the annual membership meeting. Collections The collections, which were acquired through purchases (Tulsa Four and Beryl Ford Collection) and contributions since THSMs inception, are not recognized as assets in the statements of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as temporarily or permanently restricted net assets (Bobbye Potter purchase of art deco items) if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected on the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. During 2017 and 2016 there were no collections acquired.