TULSA BALLET THEATER INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TULSA BALLET THEATER INC (EIN 73-0667485)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2018-04-11
- IRS object ID
- 201831019349300538
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-11T20:28:07-07:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morse & Co PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5121 South Wheeling Avenue Suite 20 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741056421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730667485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tulsa Ballet Theatre Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TULS | BusinessNameControlTxt |
| Phone | 9187496030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 E 45th Place | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marcello Angelini | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2018-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tim L Roberts CPA | PreparerPersonNm |
| PTIN | P00000948 | PTIN |
| Phone | 9187491040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Marcello Angelini | PrincipalOfficerNm |
| Gross Receipts | $5,758,297 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.tulsaballet.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | To preserve and create works of ballet and educate through training and outreach. | ActivityOrMissionDesc |
| Voting Members Governing Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 90 | TotalEmployeeCnt |
| Total Volunteers | 152 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $8,496,955 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,032,273 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,658,228 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,738,574 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,978 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,686 | CYInvestmentIncomeAmt |
| PY Other Revenue | $498,937 | PYOtherRevenueAmt |
| CY Other Revenue | $226,066 | CYOtherRevenueAmt |
| PY Total Revenue | $10,668,098 | PYTotalRevenueAmt |
| CY Total Revenue | $5,032,599 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $95,850 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $102,800 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,857,044 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,067,695 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $490,918 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,318,675 | PYOtherExpensesAmt |
| CY Other Expenses | $3,835,062 | CYOtherExpensesAmt |
| PY Total Expenses | $6,271,569 | PYTotalExpensesAmt |
| CY Total Expenses | $7,005,557 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,396,529 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,972,958 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,971,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,825,436 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,679,630 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,147,390 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,292,198 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,678,046 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Tulsa Ballet theatre, inc. is a professional ballet company whose mission is to serve as an essential asset of its extended community through internationally-acclaimed artistic excellence and exemplary education and outreach. the ballet commits to preserve the tradition of classical ballet, promote the appreciation of contemporary dance, create works of superior and enduring quality, and educate through exceptional dance training, performances and outreach programs. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,641,325 | ExpenseAmt |
| Revenue | $1,435,980 | RevenueAmt |
| Desc | tulsa ballet annually reaches more than 40,000 individuals across oklahoma and serves as an official cultural ambassador for the state, locally, nationally and internationally. In addition to bringing the finest works in classical and contemporary dance to the oklahoma stage, and touring nationally and internationally, tulsa ballet has a dedication to the creation of new works and presents world-premieres by renowned contemporary artists each year. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $738,584 | ExpenseAmt |
| Revenue | $447,521 | RevenueAmt |
| Desc | the tulsa ballet center for dance education (CDE) offers dance training of uncompromising quality. The curriculum emphasizes classical ballet technique based on the russian tradition of training. the cde is led by a full-time faculty of professional dancers and leaders in the field of ballet pedagogy. The Pre-professional division offers classes for students 8 to 18. Additional classes are offered for children 3-5 (Creative Movement), 6-9 (Preparatory Ballet) and adults wishing to begin or continue their training. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $318,795 | ExpenseAmt |
| Grant | $102,800 | GrantAmt |
| Revenue | $650 | RevenueAmt |
| Desc | tulsa ballet provides a variety of educational outreach programs for the extended community. these important programs give students the opportunity to experience the arts and to see world-class dance. the leaps ahead program offers an in-studio ballet class for children from local at-risk schools and leaps in motion takes the program out into the schools. Backstage at the ballet, partners in art and hope for the holidays are performance based programs that reach thousands of students, families and adults who are typically underserved by arts programming. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,698,704 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 90 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kay Wulf | PersonNm |
| Phone | 9183925902 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 E 45th Place | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Kayla Vaughn | |||||||
| Board Chair | 9.20 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Billie Barnett | |||||||
| Immed Past Chai | 1.30 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Janet Selser | |||||||
| Exec Vice Chair | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dennis Cameron | |||||||
| Fin Chair/Treas | 1.20 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Larry Chambers | |||||||
| Corp Secretary | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Skip Teel | |||||||
| Parliamentarian | 0.60 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Cheryl Forrest | |||||||
| Chair Emeritus | 2.60 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Leanne Helmerich | |||||||
| Chair Emeritus | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Jackie Kouri | |||||||
| Chair Emeritus | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Betty Pirnat | |||||||
| Chair Emeritus | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Hannah Robson | |||||||
| Chair Emeritus | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Bill Schonacher | |||||||
| Chair Emeritus | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Georgia Snoke | |||||||
| Chair Emeritus | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Mollie Williford | |||||||
| Chair Emeritus | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Anne Adams | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Anthony | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Lauren Bingham | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Gary Black | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Elise Brennan | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Rosalie Childs | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Kevin Coffman | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Martin Frey | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Lou Ann Gibson | |||||||
| Audit Chair | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Betsy Hendershot | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Soohyun Jin | |||||||
| Elect Director | 1.40 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Paul Johnson | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Andy Kinslow | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Bonnie Klein | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Thomas Landrum | |||||||
| Elect Director | 1.20 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Kirby Lehman | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Ryan McDaniel | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Donna O'Rourke | |||||||
| Elect Director | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Susan Parrott | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Rebecca Pohlenz | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Belynda Spitzer | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Sheri Stinson | |||||||
| Elect Director | 1.30 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Barbara Sylvan | |||||||
| Elect Director | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Ava Weber | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Susie Wellendorf | |||||||
| Elect Director | 4.70 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Kathy West | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Wally Whaling | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Cassandra Wilkinson | |||||||
| Elect Director | 1.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Monica Williford | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| William Woodring | |||||||
| Elect Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Teresa Knox | |||||||
| Chair Appointee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Millie Otey | |||||||
| Chair Appointee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Lisa Owens | |||||||
| Chair Appointee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Laura Parrott | |||||||
| Chair Appointee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Leigh Reaves | |||||||
| Chair Appointee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| John Sawyer | |||||||
| Chair Appointee | 1.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Marcello Angelini | |||||||
| CEO | 59.90 | 0.10 | Yes (X) | $175,891 | $0 | $5,962 | |
| William S Black | |||||||
| Managing Direct | 49.50 | 0.50 | Yes (X) | $94,973 | $0 | $1,641 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $270,864 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $7,603 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Oakridge Builders | |||||
| 1602 W 21st Street | Tulsa | OK | 74107 | Contractor | $3,074,043 |
| Theatrical Accounting Services | |||||
| PO Box 701462 | tulsa | OK | 74170 | Stagehands | $310,465 |
| Scenic Art Studios Inc | |||||
| 302 Water St | Newburgh | NY | 12550 | Scenery Build | $323,714 |
| Talmadge Powell Creative | |||||
| 211 W 11th Street | Tulsa | OK | 74119 | Event Coordinator | $191,811 |
| Mark Zappone | |||||
| 606 Post Ave 302 | Seattle | WA | 98104 | Costume Designer | $110,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $603,321 | MembershipDuesAmt |
| Fundraising | $834,705 | FundraisingAmt |
| Government Grants | $110,172 | GovernmentGrantsAmt |
| All Other Contributions | $1,484,075 | AllOtherContributionsAmt |
| Noncash Contributions | $121,864 | NoncashContributionsAmt |
| Total Contributions | $3,032,273 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ticket sales | 711120 | $1,252,592 | $1,252,592 |
| school income | 711120 | $448,171 | $448,171 |
| Costume and Set Rentals | 711120 | $37,811 | $37,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,738,574 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,497 | TotalRevenueColumnAmt |
| Exclusion | $19,497 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $283,028 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $70,404 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $212,624 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,624 | TotalRevenueColumnAmt |
| Exclusion | $212,624 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $319,041 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $302,852 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,189 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,189 | TotalRevenueColumnAmt |
| Exclusion | $16,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $198,670 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $834,705 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $318,347 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$119,677 | TotalRevenueColumnAmt |
| Exclusion | -$119,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $28,550 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $350 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,200 | TotalRevenueColumnAmt |
| Exclusion | $28,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $70,218 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $33,745 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,473 | TotalRevenueColumnAmt |
| Exclusion | $36,473 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Miscellaneous | 711120 | $67,680 | $67,680 | |
| change-beneficial int | 711120 | $766 | $766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $68,446 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,032,599 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,806,254 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $194,072 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,800 | TotalAmt |
| Program Services | $102,800 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,446 | TotalAmt |
| Program Services | $192,268 | ProgramServicesAmt |
| Management And General | $39,671 | ManagementAndGeneralAmt |
| Fundraising | $59,507 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,339,910 | TotalAmt |
| Program Services | $1,769,564 | ProgramServicesAmt |
| Management And General | $399,242 | ManagementAndGeneralAmt |
| Fundraising | $171,104 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,658 | TotalAmt |
| Program Services | $141,632 | ProgramServicesAmt |
| Management And General | $22,418 | ManagementAndGeneralAmt |
| Fundraising | $9,608 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,681 | TotalAmt |
| Program Services | $197,578 | ProgramServicesAmt |
| Management And General | $42,317 | ManagementAndGeneralAmt |
| Fundraising | $22,786 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887 | TotalAmt |
| Management And General | $887 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,290 | TotalAmt |
| Management And General | $36,290 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,179 | TotalAmt |
| Management And General | $5,179 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,303 | TotalAmt |
| Program Services | $505,303 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,273 | TotalAmt |
| Program Services | $476,007 | ProgramServicesAmt |
| Fundraising | $171,266 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,242 | TotalAmt |
| Program Services | $44,108 | ProgramServicesAmt |
| Management And General | $32,134 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,531 | TotalAmt |
| Management And General | $42,531 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,255 | TotalAmt |
| Program Services | $151,255 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,383 | TotalAmt |
| Program Services | $309,527 | ProgramServicesAmt |
| Management And General | $2,856 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,686 | TotalAmt |
| Program Services | $35,686 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,447 | TotalAmt |
| Program Services | $5,960 | ProgramServicesAmt |
| Management And General | $23,103 | ManagementAndGeneralAmt |
| Fundraising | $384 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,720 | TotalAmt |
| Program Services | $77,704 | ProgramServicesAmt |
| Management And General | $21,016 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $727,307 | TotalAmt |
| Program Services | $655,954 | ProgramServicesAmt |
| Management And General | $71,353 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,525 | TotalAmt |
| Program Services | $15,170 | ProgramServicesAmt |
| Management And General | $22,355 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Production costs | $964,406 | $964,406 | ||
| Miscellaneous Exp | $93,052 | $2,433 | $36,750 | $53,869 |
| Workman's Comp. Insurance | $58,189 | $51,349 | $4,446 | $2,394 |
| equipment rental & maint | $13,387 | $13,387 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,005,557 | TotalAmt |
| Program Services | $5,698,704 | ProgramServicesAmt |
| Management And General | $815,935 | ManagementAndGeneralAmt |
| Fundraising | $490,918 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,509 | BOYAmt |
| EOY | $328,471 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,429,172 | BOYAmt |
| EOY | $560,960 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,009,533 | BOYAmt |
| EOY | $3,517,626 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,030 | BOYAmt |
| EOY | $16,235 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,985 | BOYAmt |
| EOY | $205,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,326,632 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,615,826 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,339,230 | BOYAmt |
| EOY | $17,710,806 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,734 | BOYAmt |
| EOY | $1,097,066 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,452,635 | BOYAmt |
| EOY | $1,389,264 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,971,828 | BOYAmt |
| EOY | $24,825,436 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,867 | BOYAmt |
| EOY | $296,925 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,610 | BOYAmt |
| EOY | $472,320 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,346,153 | BOYAmt |
| EOY | $2,378,145 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,679,630 | BOYAmt |
| EOY | $3,147,390 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,764,389 | BOYAmt |
| EOY | $15,044,529 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,526,234 | BOYAmt |
| EOY | $5,631,942 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,001,575 | BOYAmt |
| EOY | $1,001,575 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,292,198 | BOYAmt |
| EOY | $21,678,046 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,971,828 | BOYAmt |
| EOY | $24,825,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,972,958 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $82,371 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $22,338 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$745,903 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,457,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,211,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,751,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,496,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,032,273 | CurrentTaxYearAmt |
| Total | $27,949,020 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,524,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,624,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,718,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,624,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,738,574 | CurrentTaxYearAmt |
| Total | $8,230,115 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,981,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,836,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,469,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,121,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,770,847 | CurrentTaxYearAmt |
| Total | $36,179,135 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,022,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $798,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,194,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,230,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,418,861 | CurrentTaxYearAmt |
| Total | $14,665,489 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,022,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $798,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,194,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,230,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,418,861 | CurrentTaxYearAmt |
| Total | $14,665,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,513,646 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $301,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $327,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $302,525 | CurrentTaxYearAmt |
| Total | $1,409,942 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $301,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $327,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $302,525 | CurrentTaxYearAmt |
| Total | $1,409,942 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $198,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $391,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $283,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $577,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $365,884 | CurrentTaxYearAmt |
| Total | $1,817,025 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,393,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,529,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,016,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,026,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,439,256 | CurrentTaxYearAmt |
| Total | $39,406,102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.54590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.56010 | PublicSupportPY509Pct |
| Investment Income CY | 0.03580 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03450 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I-A, Line 1 - Direct and Indirect Political Campaign Activities | Board members and staff call, email and mail letters to legislative staff to influence government funding for the arts. |
| Part II-B, Line 1i - Other Activities Description | Board members and staff call, email and mail letters to legislative staff to influence government funding for the arts. no expense to tulsa ballet. |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $84,750 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,659,507 | BeginningYearBalanceAmt |
| Contributions | $511,582 | ContributionsAmt |
| Investment Earnings Or Losses | $610,423 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,592 | OtherExpendituresAmt |
| Administrative Expenses | $46,165 | AdministrativeExpensesAmt |
| End Year Balance | $7,516,755 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,330,353 | BeginningYearBalanceAmt |
| Contributions | $541,576 | ContributionsAmt |
| Investment Earnings Or Losses | $70,139 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $244,893 | OtherExpendituresAmt |
| Administrative Expenses | $37,668 | AdministrativeExpensesAmt |
| End Year Balance | $6,659,507 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,529,061 | BeginningYearBalanceAmt |
| Contributions | $550,596 | ContributionsAmt |
| Investment Earnings Or Losses | $385,913 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $96,369 | OtherExpendituresAmt |
| Administrative Expenses | $38,847 | AdministrativeExpensesAmt |
| End Year Balance | $6,330,354 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,278,291 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $660,822 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $373,036 | OtherExpendituresAmt |
| Administrative Expenses | $37,016 | AdministrativeExpensesAmt |
| End Year Balance | $5,529,061 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,722,226 | BeginningYearBalanceAmt |
| Contributions | $26,176 | ContributionsAmt |
| Investment Earnings Or Losses | $738,448 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $176,085 | OtherExpendituresAmt |
| Administrative Expenses | $32,474 | AdministrativeExpensesAmt |
| End Year Balance | $5,278,291 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17450 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05850 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $69,096 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,544,846 | OtherCostOrOtherBasisAmt |
| Book Value | $4,613,942 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,979,963 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $14,757,412 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,942,957 | DepreciationAmt |
| Book Value | $11,794,418 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,206,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $770,982 | DepreciationAmt |
| Book Value | $435,672 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,768,661 | OtherCostOrOtherBasisAmt |
| Depreciation | $901,887 | DepreciationAmt |
| Book Value | $866,774 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,710,806 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest in Trusts | Desc |
| Book Value | $1,389,264 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,389,264 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | Tulsa Ballet archival collection consists of paintings, sculptures, rare books on dance, historic costumes, and sets. It serves a population of dancers, dance students, staff, board, and those scholars who contact the archives while researching their ongoing projects related to dance. Tulsa Ballet archives has mounted exhibitions at local museums, theatres, and other various venues. It is a repository of information on dance, particularly the ballet russe era, for which the company is known. It preserves items related to the history of the company, and dance history in general, for future generations. |
| Part V, Line 4: Intended uses of the endowment fund. | endowment funds are permanently restricted by donor stipulation for the purpose of supporting the operations of the ballet. excluding the robson endowment, the endowment may distrubute 4.5% of the average market value of the portfolio for the immediately preceding three years in order to fund ballet operations. under the robson endowment fund, funds avaliable for expenditure shall mean 80% of the annual net earnings generated by the restricted fund corpus after payment of any applicable management fees (annual available funds). The remaining 20% of annual available funds shall be retained and become part of the restricted funds corpus in order to build the fund balance to a level that it may meet future price increases. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Icons and Idols | Event1Nm |
| Gross Receipts Event1 | $1,033,375 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $834,705 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $198,670 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $67,383 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,550 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $63,962 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $23,215 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $152,237 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,033,375 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $834,705 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $198,670 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $67,383 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,550 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $63,962 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $23,215 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $152,237 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $318,347 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$119,677 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabsInd |
| Gross Revenue Other Gaming | $28,550 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $350 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $28,550 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $350 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $350 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $28,200 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OK | StatesWhereGamingConductedCd |
| Licensed | false | LicensedInd |
| Explanation If No | Oklahoma does not have a central licensing process for raffle gaming vendors. This gaming activity is an annual raffle event, not a regularly carried on activity of Tulsa Ballet Theatre, Inc. | ExplanationIfNoTxt |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.60000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.40000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kay Wulf | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 E 45th Pl | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | Cindy Webb | GamingManagerPersonNm |
| Gaming Manager Compensation | $100 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Supervising the raffle activity | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TBii scholarships | GrantTypeTxt |
| Recipient | 13 | RecipientCnt |
| Cash Grant | $102,800 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | All students attending the Tulsa Ballet II School are given a stipend ranging from $400-1,600 per month (depending on their level) during the school session to help cover living expenses. Monthly stipends are issued only to those individuals currently enrolled in the school. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marcello Angelini | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $168,891 | BaseCompensationFilingOrgAmt |
| Other Compensation Filing Org | $7,000 | OtherCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $5,962 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $181,853 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| Bill Schonacher | ||
| See below | Bank loan, LOC, etc. | false |
| Will Woodring | ||
| See below | Bank loan, LOC, etc. | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Bill Schonacher, President & CEO for IBC Bank, and Will Woodring, Vice President for IBC Bank,are also a Tulsa Ballet Chair Emeritus and Elected Director, respectively. IBC Bank is where Tulsa Ballet Theatre, Inc. has a $700,000 Line of Credit ($505,000 outstanding as of 5/31/17), a Real Estate loan (approx. $823,145 balance as of 5/31/17), and a Construction Loan ($1,050,000 balance as of 5/31/17). Real Estate loan payments made during the fiscal year were $117,514, Line of Credit payments were $330,547 Construction loan payments were $324,754 and credit card and other bank fees were $64,029. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $108,135 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV @ Date Rec | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Yoga Bench | 1 | $250 | FMV- Comp Cost |
| Yes (X) | Food | 1 | $5,000 | FMV- Comp Cost |
| Yes (X) | Food / Wine | 3 | $1,202 | FMV- Comp Cost |
| Yes (X) | Miscellaneous | 2 | $2,900 | FMV- Comp Cost |
| Yes (X) | Flowers | 1 | $322 | FMV- Comp Cost |
| Yes (X) | Camera | 1 | $4,055 | FMV- Comp Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Betty Pirnat, Tulsa Ballet Chair Emeritus, is employed at an exempt organization of which Hannah Robson, another Tulsa Ballet Chair Emeritus, and Kayla Vaughn, the current Tulsa Ballet Board Chair, are both associated as board directors of that organization.Mollie Williford is the mother of Monica Williford. Mollie Williford is a Chair Emeritus and Monica Williford is an Elected Director.Bonnie Klein is the mother of Susan Parrott, and Susan Parrott is the mother of Laura Parrott. Bonnie and Susan are both Elected Directors while Laura Parrott is a Chair Appointee. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | the members of tulsa ballet theatre, inc. consist of all individuals, corporations, limited liability companies, partnerships, limited partnerships, sole proprietorships and any other legal enities which contribute five hundred dollars or more in cash or cash equivalents (excluding the subscription and purchase of tickets for performances of the ballet company) to the tulsa ballet up to and including the last day (may 31) of that current fiscal year. each member shall have one vote in matters submitted to a vote of members and shall be entitled to vote at the annual meeting of the members following any fiscal year during which such member is qualified. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | the board of directors has delegated the authority to review and approve the form 990 to the executive committee before filing with the irs. once the executive committee has approved, the current year's form 990 containing all schedules except for schedule B is also provided to all board members prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | board members are asked to review the conflict of interest policy and disclose interests that could result in conflicts at the begining of each fiscal year. further, board members are asked to disclose any changes during the year. all noted potential conflicts are reviewed by the board or applicable committee to determine if a conflict of interest does in fact exist. in the case of an actual conflict of interest, the chair of the board or applicable committee shall appoint a disinterested person or committee to investigate alternatives to proposed transactions or arrangements. if a member fails to disclose a possible or actual conflict of interest, the board or applicable committeee shall take appropriate disciplinary and corrective action. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | the compensation committee is responsible for determining the CEO compensation considering the size and complexity of the organization, the mission, geographic location and financial condition of the organization, qualifications required for the job, assessment of performance using pre-determined goals, compensation levels at comparable organizations, organization budget and compensation increase parameters as set forth in the CEO contract. The compensation committee works in conjunction with the CEO and managing director to review and approve recommended compensation levels for Managing Director, and Artistic/Administrative staff which are also based on the variables listed above, as appropriate. The rationale and data used for all decisions are documented by the committee. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | form 990 is made available to the public via the www.guidestar.com website and upon request. the annual report and audited financials statements are also made available to the public upon request. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Equity Transfer from Tulsa Ballet Theatre Trust Fund = $218592 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Net Equity Transfer to Tulsa Ballet Theatre Trust Fund = -$511582 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Rounding = -$1 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Trnsfr of Pledges Rec. Tulsa Ballet Theatre Trust Fund = -$452912 |
| Form 990, Part XII, Line 2: Change of Oversight or Selection Process | The audit committee shall consist of at least three board members, none of whom can be the current tulsa ballet treasurer. the board may also appoint up to two non-board members with special financial expertise who shall serve as voting members of the committee. to ensure that the committee is independent, none of the committee members may be ballet staff. the primary duties and responsibilities of the audit committee are to recommend to the board of directors, on an annual basis, a firm of certified public accountants to conduct a financial audit of this corporation; and to provide oversight of the corporation's internal financial and accounting controls on behalf of the board of directors. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | tulsa ballet theatre trust fund | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 e 45th place | AddressLine1Txt |
| City | tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731165420 | EIN |
| Primary Activities | support organization of tulsa ballet | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12b | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | tulsa ballet theatre inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| tulsa ballet theatre trust fund | ||
| r | $511,582 | cash |
| tulsa ballet theatre trust fund | ||
| s | $218,592 | cash |
Comments