TULSA BALLET THEATER INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TULSA BALLET THEATER INC (EIN 73-0667485)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-12-18
- IRS object ID
- 201443529349300834
- Schema version
- 2013v3.0
- 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 | 2014-12-18T16:32:18-06:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 730604026 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARTAIN FISCHBEIN & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 S HARVARD AVE STE 400 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741146193 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74105 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILLIE T BARNETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9187496030 | PhoneNum |
| Signature | 2014-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE JONES | PreparerPersonNm |
| PTIN | P00104727 | PTIN |
| Phone | 9187496601 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BILLIE T BARNETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 E 45TH PLACE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,925,845 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| 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 | PRESERVE AND CREATE WORKS OF BALLET AND EDUCATE THROUGH TRAINING AND OUTREACH PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 76 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,457,021 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,396,476 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,524,188 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,624,958 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,999 | PYInvestmentIncomeAmt |
| CY Investment Income | $66,985 | CYInvestmentIncomeAmt |
| PY Other Revenue | $344,726 | PYOtherRevenueAmt |
| CY Other Revenue | $339,497 | CYOtherRevenueAmt |
| PY Total Revenue | $4,333,934 | PYTotalRevenueAmt |
| CY Total Revenue | $9,427,916 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $82,125 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,693,456 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,406,571 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $107,016 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,571,095 | PYOtherExpensesAmt |
| CY Other Expenses | $3,018,790 | CYOtherExpensesAmt |
| PY Total Expenses | $5,314,751 | PYTotalExpensesAmt |
| CY Total Expenses | $5,507,486 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$980,817 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,920,430 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,727,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,444,361 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,079,924 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,343,060 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,647,419 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,101,301 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. (SEE SCHEDULE O FOR CONTINUATION)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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,894,348 | ExpenseAmt |
| Revenue | $1,348,702 | 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 | $437,432 | ExpenseAmt |
| Revenue | $504,535 | 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 | $248,324 | ExpenseAmt |
| Grant | $82,125 | GrantAmt |
| Revenue | $7,426 | 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. JOURNEY THROUGH DANCE, STUDENT MATINEES, 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 | $4,580,104 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 76 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAY WULF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9183925902 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 E 45TH PLACE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| CHERYL FORREST | |||||||
| PRESIDENT EMERITA | 9.60 | Yes (X) | $0 | $0 | $0 | ||
| LEANNE HELMERICH | |||||||
| PRESIDENT EMERITA | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKIE KOURI | |||||||
| IMMEDIATE PAST PRES./VP PERSONNEL | 2.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BETTY PIRNAT | |||||||
| PRESIDENT EMERITA | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| HANNAH ROBSON | |||||||
| PRESIDENT EMERITA | 1.10 | Yes (X) | $0 | $0 | $0 | ||
| GEORGIA SNOKE | |||||||
| PRESIDENT EMERITA | 2.80 | Yes (X) | $0 | $0 | $0 | ||
| SKIP TEEL | |||||||
| PRESIDENT EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | 0.60 | |
| MOLLIE WILLIFORD | |||||||
| PRESIDENT EMERITA | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISON ANTHONY | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILLIE BARNETT | |||||||
| EXECUTIVE VP | 2.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GARY BLACK | |||||||
| ELECTED DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| KERRI BOWEN | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELISE BRENNAN | |||||||
| ELECTED DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY WHEELER BROWN | |||||||
| ELECTED DIRECTOR | 1.10 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS CAMERON | |||||||
| ELECTED DIRECTOR | 1.70 | Yes (X) | $0 | $0 | $0 | ||
| LARRY CHAMBERS | |||||||
| ELECTED DIRECTOR | 2.10 | Yes (X) | $0 | $0 | $0 | ||
| ROSALIE CHILDS | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN COAN | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA CREAL | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE EDMUNDSON | |||||||
| VP BOARD GOVERNANCE | 3.70 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SARAH JANE GILLETT | |||||||
| VP CONTRIBUTED REVENUE | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACQUI HAGLUND | |||||||
| ELECTED DIRECTOR | 1.30 | Yes (X) | $0 | $0 | $0 | ||
| JULIE HARPER | |||||||
| ELECTED DIRECTOR | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| SOOHYUN JIN | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY KINSLOW | |||||||
| ELECTED DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE KLEIN | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE KNEALE | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 0.50 | |
| PHIL MARSHALL | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE MORGAN | |||||||
| VP STRATEGIC PLANNING | 1.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL NOLAND | |||||||
| VP FINANCE / TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | 0.90 |
| DONNA O'ROURKE | |||||||
| CORP. & EXECUTIVE COMM SECRETARY | 2.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JENNIFER PILANT | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CASSI REESE | |||||||
| VP CONTRIBUTED REVENUE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BILL SCHONACHER | |||||||
| PRESIDENT | 10.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JULIE SMITH | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.10 | |
| WILL SMITH | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BELYNDA SPITZER | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA SYLVAN | |||||||
| ELECTED DIRECTOR | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| KAYLA VAUGHN | |||||||
| ELECTED DIRECTOR | 3.60 | Yes (X) | $0 | $0 | $0 | ||
| BILL WARNOCK | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY WEST | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL WILLIAMS | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MONICA WILLIFORD | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MILT WOLFF | |||||||
| VP AUDIT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RACHEL ZEBROWSKI | |||||||
| ELECTED DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE MATULIS | |||||||
| PRESIDENTIAL APPOINTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCELLO ANGELINI | |||||||
| ARTISTIC DIRECTOR | 60.00 | $141,565 | $0 | $8,999 | Yes (X) | ||
| WILLIAM S BLACK | |||||||
| MANAGING DIRECTOR | 49.50 | $82,263 | $0 | $596 | Yes (X) | 0.50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $223,828 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,595 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THEATRICAL ACCOUNTING SERVICES | |||||
| PO BOX 701462 | TULSA | OK | 74170 | STAGEHANDS | $225,423 |
| TULSA SYMPHONY ORCHESTRA INC | |||||
| 111 E 1ST ST 1 | TULSA | OK | 74103 | ORCHESTRA PERFORMANCES | $137,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $544,167 | MembershipDuesAmt |
| Fundraising | $958,903 | FundraisingAmt |
| Government Grants | $123,740 | GovernmentGrantsAmt |
| All Other Contributions | $5,769,666 | AllOtherContributionsAmt |
| Noncash Contributions | $4,296,863 | NoncashContributionsAmt |
| Total Contributions | $7,396,476 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711120 | $1,081,423 | $1,081,423 |
| SCHOOL INCOME | 711120 | $504,535 | $504,535 |
| CYGNET SOCIETY | 711120 | $39,000 | $39,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,624,958 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,791 | TotalRevenueColumnAmt |
| Exclusion | $31,791 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $269,565 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $70,288 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $199,277 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,277 | TotalRevenueColumnAmt |
| Exclusion | $199,277 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $211,265 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $176,071 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,194 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,194 | TotalRevenueColumnAmt |
| Exclusion | $35,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $65,875 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $958,903 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $230,115 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$164,240 | TotalRevenueColumnAmt |
| Exclusion | -$164,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $21,100 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $350 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,750 | TotalRevenueColumnAmt |
| Exclusion | $20,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $69,110 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $21,105 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,005 | TotalRevenueColumnAmt |
| Exclusion | $48,005 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CHANGE-BENEFICIAL INT | 711120 | $154,960 | $154,960 |
| INCOME - TRUST ASSETS | 711120 | $35,771 | $35,771 |
| SET/COST/EQUIP RENTAL | 711120 | $16,450 | $16,450 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,524 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,524 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $235,705 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,427,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,860,663 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $170,777 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,125 | TotalAmt |
| Program Services | $82,125 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,283 | TotalAmt |
| Program Services | $170,294 | ProgramServicesAmt |
| Management And General | $83,989 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775,213 | TotalAmt |
| Program Services | $1,370,518 | ProgramServicesAmt |
| Management And General | $404,695 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,252 | TotalAmt |
| Program Services | $113,909 | ProgramServicesAmt |
| Management And General | $19,343 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,823 | TotalAmt |
| Program Services | $185,590 | ProgramServicesAmt |
| Management And General | $58,233 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $964 | TotalAmt |
| Management And General | $964 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,921 | TotalAmt |
| Management And General | $26,921 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,951 | TotalAmt |
| Management And General | $3,951 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,443 | TotalAmt |
| Program Services | $339,443 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,081 | TotalAmt |
| Program Services | $447,262 | ProgramServicesAmt |
| Fundraising | $62,819 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,955 | TotalAmt |
| Program Services | $41,087 | ProgramServicesAmt |
| Management And General | $34,868 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,971 | TotalAmt |
| Management And General | $20,971 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,808 | TotalAmt |
| Program Services | $162,808 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,311 | TotalAmt |
| Program Services | $235,278 | ProgramServicesAmt |
| Management And General | $2,033 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,878 | TotalAmt |
| Program Services | $41,878 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,053 | TotalAmt |
| Program Services | $586 | ProgramServicesAmt |
| Management And General | $5,467 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,385 | TotalAmt |
| Program Services | $49,464 | ProgramServicesAmt |
| Management And General | $15,921 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,261 | TotalAmt |
| Program Services | $369,414 | ProgramServicesAmt |
| Management And General | $73,847 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,445 | TotalAmt |
| Management And General | $12,445 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION COSTS | $832,608 | $832,608 | ||
| WORKERS COMPENSATION | $96,771 | $86,058 | $10,713 | |
| UNCOLLECTIBLE PLEDGES | $44,197 | $44,197 | ||
| CONTRIBUTED GOODS & SUP | $32,000 | $32,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,787 | TotalAmt |
| Program Services | $19,782 | ProgramServicesAmt |
| Management And General | $46,005 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,507,486 | TotalAmt |
| Program Services | $4,580,104 | ProgramServicesAmt |
| Management And General | $820,366 | ManagementAndGeneralAmt |
| Fundraising | $107,016 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,148 | BOYAmt |
| EOY | $189,944 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,575 | BOYAmt |
| EOY | $30,594 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,183 | BOYAmt |
| EOY | $5,124,243 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,530 | BOYAmt |
| EOY | $12,219 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,018 | BOYAmt |
| EOY | $204,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,385,139 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,170,427 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,572,859 | BOYAmt |
| EOY | $8,214,712 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,014 | BOYAmt |
| EOY | $1,099,450 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,414,016 | BOYAmt |
| EOY | $1,568,975 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,727,343 | BOYAmt |
| EOY | $16,444,361 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,797 | BOYAmt |
| EOY | $254,720 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,276 | BOYAmt |
| EOY | $441,539 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,414,851 | BOYAmt |
| EOY | $1,646,801 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,079,924 | BOYAmt |
| EOY | $2,343,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,997,945 | BOYAmt |
| EOY | $11,167,257 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,647,899 | BOYAmt |
| EOY | $1,932,469 | 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 | $9,647,419 | BOYAmt |
| EOY | $14,101,301 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,727,343 | BOYAmt |
| EOY | $16,444,361 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,920,430 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $55,806 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $125,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $352,646 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $4,417,892 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,402,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,620,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,457,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,211,475 | CurrentTaxYearAmt |
| Total | $16,109,698 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,534,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,251,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,454,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,524,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,624,958 | CurrentTaxYearAmt |
| Total | $7,389,293 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,952,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,653,745 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,075,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,981,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,836,433 | CurrentTaxYearAmt |
| Total | $23,498,991 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,292,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $774,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $686,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,022,335 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $798,998 | CurrentTaxYearAmt |
| Total | $4,575,601 | 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 | $1,292,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $774,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $686,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,022,335 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $798,998 | CurrentTaxYearAmt |
| Total | $4,575,601 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $18,923,390 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $413,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $226,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $301,356 | CurrentTaxYearAmt |
| Total | $1,375,895 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $413,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $226,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $301,356 | CurrentTaxYearAmt |
| Total | $1,375,895 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $215,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $391,790 | CurrentTaxYearAmt |
| Total | $1,033,251 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,473,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,999,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,511,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,393,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,529,579 | CurrentTaxYearAmt |
| Total | $25,908,137 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76090 | PublicSupportPY509Pct |
| Investment Income CY | 0.05310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05520 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | GUILD - 2009 AMOUNT: $ 13,377. 2010 AMOUNT: $ -1,241. 2011 AMOUNT: $ 129. 2012 AMOUNT: $ 16. MISCELLANEOUS - 2009 AMOUNT: $ 94,851. 2010 AMOUNT: $ 120,289. 2011 AMOUNT: $ 215,796. 2012 AMOUNT: $ 198,244. 2013 AMOUNT: $ 235,705. GROSS INCOME FROM FUNDRAISING - 2013 AMOUNT: $ 65,875. GROSS INCOME FROM GAMING - 2013 AMOUNT: $ 21,100. GROSS SALES OF INVENTORY - 2013 AMOUNT: $ 69,110. |
| SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: | DESCRIPTION: LAND - ACCRUED AT 5/31/14; RECEIVED JUNE 2014 DATE: 06/13/14 AMOUNT: 4185000. |
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) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | BOARD MEMBERS AND STAFF WROTE LETTERS AND E-MAILS TO THE OKLAHOMA STATE LEGISLATORS LOBBYING FOR FUNDS FOR THE ARTS. NO EXPENSE REIMBURSEMENTS WERE MADE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $7,500 | RevenuesIncludedAmt |
| 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 | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,952,595 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$78,804 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $151,565 | OtherExpendituresAmt |
| End Year Balance | $4,722,226 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,371,348 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $666,990 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,743 | OtherExpendituresAmt |
| End Year Balance | $4,952,595 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,968,668 | BeginningYearBalanceAmt |
| Contributions | $1,143,325 | ContributionsAmt |
| Investment Earnings Or Losses | $403,442 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $144,087 | OtherExpendituresAmt |
| End Year Balance | $4,371,348 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $416,240 | OtherCostOrOtherBasisAmt |
| Book Value | $416,240 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,219,899 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,587,647 | DepreciationAmt |
| Book Value | $7,632,252 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $878,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $738,715 | DepreciationAmt |
| Book Value | $140,120 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $870,165 | OtherCostOrOtherBasisAmt |
| Depreciation | $844,065 | DepreciationAmt |
| Book Value | $26,100 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,214,712 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROBSON FUND | Desc |
| Book Value | $1,099,450 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,099,450 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIARY INTEREST IN TRUST ASSETS | Desc |
| Book Value | $1,568,975 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,568,975 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | TULSA BALLET'S 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: | 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 DISTRIBUTE 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 AVAILABLE 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. |
| PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE: ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES REQUIRES AN ENTITY TO RECOGNIZE A LIABILITY FOR TAX POSITIONS WHEN THERE IS A 50% OR GREATER LIKELIHOOD THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE ENTITY IS LIABLE FOR TAXES TO THE EXTENT OF ANY UNRELATED BUSINESS INCOME AS DEFINED BY IRS REGULATIONS. THE BALLET BELIEVES THAT IT HAS NOT ENGAGED IN ANY UNRELATED BUSINESS INCOME AS DEFINED BY IRS REGULATIONS AND THAT IT IS MORE LIKELY THAN NOT THAT THIS POSITION WOULD BE SUSTAINED UPON EXAMINATION. AS SUCH, THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS AS OF MAY 31, 2014 AND 2013. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ICONS & IDOLS | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,024,778 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $958,903 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $65,875 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $38,550 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $67,933 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $76,826 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $46,806 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,024,778 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $958,903 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $65,875 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $38,550 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $67,933 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $76,826 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,806 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $230,115 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$164,240 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $21,100 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $350 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $21,100 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $350 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $350 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $20,750 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | OK | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | OKLAHOMA DOES NOT HAVE A CENTRAL LICENSING PROCESS FOR GAMING VENDORS. THE GAMING ACTIVITIES ARE ANNUAL RAFFLE EVENTS, NOT REGULARLY CARRIED ON ACTIVITIES, OF TULSA BALLET THEATRE, INC. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | LIVING EXPENSE STIPEND FOR STUDENTS ATTENDING TULSA BALLET II SCHOOL | GrantTypeTxt |
| Recipient | 13 | RecipientCnt |
| Cash Grant | $82,125 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL STUDENTS ATTENDING THE TULSA BALLET II SCHOOL ARE GIVEN A STIPEND OF $150-1,200 PER MONTH 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCELLO ANGELINI | PersonNm |
| Title | ARTISTIC DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $141,565 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,999 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $150,564 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILL SCHONACHER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CURRENT BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $712,556 | TransactionAmt |
| Transaction | BANK LOAN, LINE OF CREDIT, CASH MANAGEMENT FEES, CC PROCESSING FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | BILL IS BOARD DIRECTOR / MARKET PRESIDENT FOR IBC BANK WHERE TULSA BALLET THEATRE, INC. HAS A $700,000 LINE OF CREDIT ($600,000 OUTSTANDING AS OF 5/31/2014) AND A REAL ESTATE LOAN (APPROX. $1,046,801 BALANCE AS OF 5/31/2014.) REAL ESTATE LOAN PAYMENTS MADE DURING THE FISCAL YEAR WERE $117,514.56, LOC PAYMENTS MADE WERE $564,993.25, AND CASH MANAGEMENT FEE PAYMENTS MADE DURING THE YEAR WERE $6,405.31. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $72,363 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PROCEEDS | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,185,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FLOWERS | 2 | $5,200 | FMV |
| Yes (X) | MISCELLANEOUS | 5 | $1,800 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BETTY PIRNAT, TULSA BALLET PAST PRESIDENT, IS EMPLOYED AT AN EXEMPT ORGANIZATION OF WHICH HANNAH ROBSON, ANOTHER BOARD MEMBER, IS ASSOCIATED AS A BOARD DIRECTOR OF THAT ORGANIZATION. MOLLIE WILLIFORD IS THE MOTHER OF MONICA WILLIFORD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF TULSA BALLET THEATRE, INC. CONSIST OF ALL INDIVIDUALS, CORPORATIONS, LIMITED LIABILITY COMPANIES, PARTNERSHIPS, LIMITED PARTNERSHIPS, SOLE PROPRIETORSHIPS AND ANY OTHER LEGAL ENTITIES 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, SECTION A, LINE 7A | THE TULSA BALLET BOARD OF DIRECTORS IS MADE UP OF SEVEN CATEGORIES OF DIRECTORS: FOUNDING DIRECTORS, PRESIDENT EMERITUS DIRECTORS, THOSE DIRECTORS APPOINTED BY THE PRESIDENT, ELECTED DIRECTORS, EX-OFFICIO DIRECTORS, ADVISORY DIRECTORS AND HONORARY DIRECTORS. ELECTED DIRECTORS ARE ELECTED BY THE MEMBERS OF THE CORPORATION AT THE ANNUAL MEETING OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 YEARS FORM 990 CONTAINING ALL SCHEDULES EXCEPT FOR SCHEDULE B IS ALSO PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE INTERESTS THAT COULD RESULT IN CONFLICTS AT THE BEGINNING OF EACH FISCAL YEAR. FURTHER, BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CHANGES DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR DETERMINING THE ARTISTIC DIRECTORS 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 ARTISTIC DIRECTOR CONTRACT. THE COMPENSATION COMMITTEE WORKS IN CONJUNCTION WITH ARTISTIC DIRECTOR AND MANAGING DIRECTOR TO REVIEW AND APPROVE RECOMMENDED COMPENSATION LEVELS FOR MANAGING DIRECTOR, ARTISTIC AND ADMINISTRATIVE STAFFS 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, SECTION C, LINE 19 | FORM 990 IS MADE AVAILABLE TO THE PUBLIC VIA THE WWW.GUIDESTAR.COM WEBSITE AND UPON REQUEST. THE ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET EQUITY TRANSFER FROM TULSA BALLET THEATRE TRUST FUND 352,650. ROUNDING -4. |
| FORM 990, PART XII, LINE 2: | THE CONSOLIDATED FINANCIAL STATEMENTS OF TULSA BALLET THEATRE, INC. AND TULSA BALLET THEATRE TRUST FUND(SEPARATE FORM 990) WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. SEE SCHEDULE R. |
| FORM 990, PART XII, LINE 2C: | 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 RESPONSIBILITY 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 THE CORPORATION; AND TO PROVIDE OVERSIGHT OF THE CORPORATION'S INTERNAL FINANCIAL AND ACCOUNTING CONTROLS ON BEHALF OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VIII, LINE 1F | TULSA BALLET RECEIVED A PLEDGE OF LAND CONTRIBUTION FOR $4,185,000. TITLE WAS RECEIVED IN JUNE 2014. THIS CONTRIBUTION PLEDGE HAS BEEN REPORTED ON SCHEDULE B AND SCHEDULE M FOR THE YEAR ENDING MAY 31, 2014. |
| FORM 990, PART VIII, LINE 11A | CHANGE-BENEFICIAL INT OTHER REVENUE IS CHANGES IN THE DISCOUNTED VALUE OF BENEFICIAL INTEREST OF TRUST ASSETS. |
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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 E 45TH PLACE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74105 | ZIPCode |
| 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 | LINE 11 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA BALLET THEATRE TRUST FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $352,650 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments