2017-11-13T09:37:38-08:00 2016-12-31 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2016-01-01 730795545 Tulsa Historical Society TULS 9187129484 2445 South Peoria Avenue Tulsa OK 74114 Michelle Place Executive Director 2017-11-13 true Tim L Roberts CPA P00000948 9187491040 2016 2018-03-14 21:41:22Z 725481 false false X tulsahistory.org X 1963 OK To preserve, protect and present Tulsa's History 33 33 7 59 0 303852 555986 39858 20317 112865 41029 241683 40717 698258 658049 0 0 403418 402989 0 47809 628291 581984 1031709 984973 -333451 -326924 10150015 9852390 0 10150015 9852390 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 860309 38179 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 17 years and have definitely seen growth and change. I am grateful for our board, our members, our volunteers and especially a professional staff. The THS staff continues to amaze me, thrill me, educate me and definitely broaden my horizons. Our community is in a much better place because of their commitment to telling all of Tulsas stories of all cultures and economic classes. In October 2013, the THS Executive Committee, some former board presidents, 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 was revisited in the fall of 2015 and a recommitment was made to these same five initiatives.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 are certainly having our challenges in raising operating budgets. In discussions with other local, national and international organizations, I find that we are all experiencing about a 30% short fall. The really good news is that, unlike many other institutions, we are debt free. We have almost $685,000 of funds in either restricted or unrestricted funds that could be used in a variety of ways to either fund or supplement some of our operations. While this is not my desire, nor the desire of the board, it is an option. Operational cuts are being considered and a reduced 2017 budget will be submitted at the December board meeting. Thank you to our board treasurer, Paul Nelson 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 eleven 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, seem to have been abated. Wish us luck. While we have done some maintenance, each task has been carefully weighed as to cost/benefit. Our staff have been collecting cost proposals for various projects and repairs. These include: refinishing the Travis Mansion wood floors and additional LED lighting, 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 certain photographs and documents can be digitized. We now have over 12,000 photographs, documents and images of selected artifacts 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 collection. Those include: The Hopkins photographic collection, which is larger than the Beryl Ford Collection. Other additional large collections received include: Tulsa People, the YMCA, an Art Deco three dimensional collection from Peter Childs. Because of the care and the exhibit, the heirs of University of Tulsa professor, Tossca Berger, gave the reset of her collection to us. Recently, we received collections from KOTV weatherman Lee Woodward (Lionel) and Peggy Cooper who was Miss Peggy on Romper Room. These collections, added to Uncle Zebs Leafy Bark will allow us to do a an exhibit of childrens television in the future.4.Technology 2015 saw the premiere of both an 8 minute marketing film and the 45 minute documentary BOOMTOWN. and BOOMTOWN won the Heartland Emmy in July 2015. BOOMTOWNs success proved that there is interest and a market for additional documentaries. Fundraising is underway for our next project. A new THS website is needed and is one of the projects that will be submitted for funding.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 be invited to be a part of a nine member Tulsa delegation to an international conference on Just Governance held in Caux, Switzerland. Four 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 the American delegation and I can assure you, the world is watching how America deals with race. Through my collaborative efforts with other Tulsa organizations, I have been appointed to serve on the official 1921 Tulsa Race Riot Centennial Committee. Oklahoma State Senator, Kevin Matthews and US Senator James Lankford, chair this committee.Our Race Riot and Art Deco Aps continue to be expanded and are useful tools to the museum visitor and professional historians. While our technology is in place for the Oral History program, volunteer and marketing of the program need to be enhanced. The Tribune Research Library is well on its way to becoming a reality and is housed on the second floor. We are still adding some historic photographs and other memorabilia of the Jones family.We continue to work every day to implement our long range goals, which then give credit to our mission and affirm that we are worth support from the Tulsa Community. We have welcomed international travelers. Our 8 galleries continue to rotate with engaging exhibits that foster a deeper understanding of the human condition. Our programs, exhibits and curriculum propel us to ask, What has changed, what has altered and what is still the same? By engaging in the study of history, we come to know people, people who are different from ourselves and people who are just like us. Future challenges will definitely be archival storage and administrative space. Our new museum wing is now eleven years old and we have a 100 year old aging house with 2.7 acres to maintain. We receive no public funds and need of a million dollars to meet our budget needs each year. The really good news is that the Tulsa Historical Society & Museum is poised to take our next steps in fulfilling our mission to the community through education, research and technology. 860309 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 false true 5 0 true 7 true false false false false false true true false false 0 false false false false false false false false false false X 33 33 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 Betsey Fisher Director 1.00 0.00 X 0 0 0 Missy Kruse Director 1.00 0.00 X 0 0 0 Barbara Smallwood Past President 1.00 0.00 X 0 0 0 John Favell Director 1.00 0.00 X 0 0 0 Tony Jezek Vice President 1.00 0.00 X X 0 0 0 Mitch Adwon President 1.00 0.00 X X 0 0 0 Martha King-Clarke Director 1.00 0.00 X 0 0 0 Jeff Weagley Director 1.00 0.00 X 0 0 0 Shawn Crisp Director 1.00 0.00 X 0 0 0 Calvin Moniz Director 1.00 0.00 X 0 0 0 Hailey Hinch Woodard 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 Patti Orbison Director 1.00 0.00 X 0 0 0 Allen Hoerman Director 1.00 0.00 X 0 0 0 Donna Dutton Director 1.00 0.00 X 0 0 0 Clifton Taulbert Director 1.00 0.00 X 0 0 0 Anne B Cleveland Director 1.00 0.00 X 0 0 0 Craig Hoster Director 1.00 0.00 X 0 0 0 Darren Walkup Secretary 1.00 0.00 X X 0 0 0 Marc Frazier Director 1.00 0.00 X 0 0 0 Jan Scott Director 1.00 0.00 X 0 0 0 Robert Farris Director 1.00 0.00 X 0 0 0 Randi Wightman Director 1.00 0.00 X 0 0 0 Sharon King Davis Director 1.00 0.00 X 0 0 0 E Ann Graves Director 1.00 0.00 X 0 0 0 Edward C Lawson Director 1.00 0.00 X 0 0 0 Joanne Williams Director 1.00 0.00 X 0 0 0 Jerry Parkhurst Director 1.00 0.00 X 0 0 0 Hillary Rankin Stuart Director 1.00 0.00 X 0 0 0 Paul Nelson Treasurer 1.00 0.00 X X 0 0 0 Gary Trennepohl Director 1.00 0.00 X 0 0 0 Margaret Swimmer Director 1.00 0.00 X 0 0 0 Michelle Place Executive Dir. 40.00 0.00 X 68553 0 8615 68553 8615 0 false false false 0 75312 163450 317224 555986 Tour Sales 900099 14190 14190 Museum Admission 900099 6127 6127 20317 13200 13200 0 0 59032 15605 43427 43427 43427 27829 27829 27829 27829 26000 163450 46572 -20572 -20572 0 18984 5255 13729 13729 Sales other 4133 4133 4133 658049 38179 63884 0 0 0 0 77168 46300 15434 15434 0 254620 218338 18141 18141 0 46318 35576 5371 5371 24883 19685 2599 2599 0 0 18107 4527 13580 0 0 0 0 1225 1225 6872 6185 687 10735 10735 0 65659 64346 1313 0 0 0 0 0 236469 231740 4729 45491 44581 910 Maintenance & Repairs 75399 73891 1508 exhibit expense 27493 27493 Other 22840 22383 457 Printing and Publications 14426 14426 57268 50838 1391 5039 984973 860309 76855 47809 73451 100776 835486 715841 522026 460986 0 0 0 0 3549 11676 4706 3758 10329291 2775168 7722251 7554123 0 0 0 0 988546 1005230 10150015 9852390 0 0 X 9588057 9265756 497965 522641 63993 63993 10150015 9852390 10150015 9852390 -326924 29299 X false true X true false X 1294927 484685 266793 303852 555986 2906243 14990 26231 51469 46137 20317 159144 0 0 0 1309917 510916 318262 349989 576303 3065387 903862 35000 120000 85000 68125 1211987 0 903862 35000 120000 85000 68125 1211987 1853400 26140 19886 16703 15969 13200 91898 0 26140 19886 16703 15969 13200 91898 0 128101 194976 454638 314607 108149 1200471 1464158 725778 789603 680565 697652 4357756 0.42530 0.42660 0.02110 0.02610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 512251 512251 9375298 2427679 6947619 441742 347489 94253 7554123 1005230 X 754781 29299 67433 96732 658049 658049 1052406 67433 67433 984973 984973 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 2016 and 2015 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, 2016, 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 $46573 Rental Expense netted in Part VIII $15605 Inventory $5255 Part XII, Line 2d: Other expenses and losses per audited F/S Special Event Exp. netted in Part VIII $46573 Rental Expense netted in Part VIII $15605 $0 $0 inventory $5255 false Hall of Fame 189450 163450 26000 636 29461 1302 15173 189450 163450 26000 636 29461 1302 15173 46572 -20572 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.