TULSA BALLET THEATER INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TULSA BALLET THEATER INC (EIN 73-0667485)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-01-17
- IRS object ID
- 201110179349300006
- Schema version
- 2009v1.4
- 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 D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-17T08:56:49-06:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARTAIN FISCHBEIN & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730667485 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA BALLET THEATRE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TULS | NameControl |
| Phone | 9187496030 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | jackie kouri | Name |
| Title | president | Title |
| Phone | 9187496030 | Phone |
| Date Signed | 2011-01-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIKE THORNBERRY | Name |
| Phone | 9187496601 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | jackie kouri | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 6024132 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.tulsaballet.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | Tulsa Ballet Theatre, Inc. is a non-profit, professional ballet company whose mission is to: preserve the tradition of classical ballet, promote the appreciation of contemporary dance, create works of superior and enduring quality, and educate through exemplary dance training, performances and outreach programs. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 89 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2463760 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3913484 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1380264 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1538031 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 29915 | InvestmentIncomePriorYear |
| Investment Income Current Year | 28003 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 122728 | OtherRevenuePriorYear |
| Other Revenue Current Year | 30558 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3996667 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5510076 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2659513 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2945152 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 130633 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3130631 | OtherExpensePriorYear |
| Other Expenses Current Year | 2858140 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5790144 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5803292 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1793477 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -293216 | RevenuesLessExpensesCY |
| Total Assets BOY | 15784541 | TotalAssetsBOY |
| Total Assets EOY | 15835786 | TotalAssetsEOY |
| Total Liabilities BOY | 1504691 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1445291 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14279850 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14390495 | NetAssetsOrFundBalancesEOY |
| Mission Description | Tulsa Ballet is a professional ballet company whose mission is to preserve the tradition of classical ballet, promote the appreciation of contemporary dance, create works of superior and enduring quality and educate through exemplary dance training, performances and outreach programs. The story of Tulsa Ballet began in 1956. Husband and wife Roman Jasinski and Moscelyne Larkin, and musician Rosalie Talbott, founded Tulsa Ballet Theatre, blending classical dance with dramatic theatre. Internationally known dancers in the Ballet Russe tradition, Jasinski and Larkin set the tone for artistic excellence. a foundation that has been preserved and built upon for decades. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3804607 | Expense |
| Revenue | 1164266 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 327612 | Expense |
| Revenue | 373765 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 142076 | Expense |
| Revenue | 0 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4274295 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 88 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 89 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Nbr Voting Governing Body Members | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | kay wulf | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9183925902 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| Georgia Snoke | |||||||
| CHAIRMAN AND VP FACILITY | 2.00 | X | X | 0 | 0 | 0 | |
| Jackie Kouri | |||||||
| PRESIDENT | 30.00 | X | X | 0 | 0 | 0 | |
| Maggie Roth | |||||||
| CORPORATE SECRETARY | 8.00 | X | X | 0 | 0 | 0 | |
| Mark Butterworth | |||||||
| TREASURER & VP FINANCE | 3.00 | X | X | 0 | 0 | 0 | |
| Karen Young | |||||||
| VICE PRESIDENT BUDGET | 2.00 | X | X | 0 | 0 | 0 | |
| Charlotte Edmundson | |||||||
| VICE PRESIDENT STRATEGIC | 4.00 | X | X | 0 | 0 | 0 | |
| Donna Bost | |||||||
| PARLIAMENTARIAN | 6.00 | X | 0 | 0 | 0 | ||
| Jim McCarthy | |||||||
| VICE PRESIDENT BOARD DEV | 7.00 | X | X | 0 | 0 | 0 | |
| Betty Pirnat | |||||||
| EXECUTIVE VICE PRESIDENT | 7.00 | X | X | 0 | 0 | 0 | |
| Mary Barnes | |||||||
| President Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Candace Conley | |||||||
| President Emeritus | 2.00 | X | 0 | 0 | 0 | ||
| Nancy Feldman | |||||||
| President Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Cheryl Forrest | |||||||
| President Emeritus | 5.00 | X | 0 | 0 | 0 | ||
| LEANNE HELMERICH | |||||||
| PREsident Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Hannah Robson | |||||||
| President Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Skip Teel | |||||||
| President Emeritus | 2.00 | X | 0 | 0 | 0 | ||
| Mollie Williford | |||||||
| President Emeritus | 1.00 | X | 0 | 0 | 0 | ||
| Amy Anderson | |||||||
| GUILD PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| Pattie Bowman | |||||||
| Elected Director | 1.00 | X | 0 | 0 | 0 | ||
| Ron Brown | |||||||
| Elected Director | 2.00 | X | 0 | 0 | 0 | ||
| Pat Chernicky | |||||||
| Elected Director | 9.00 | X | 0 | 0 | 0 | ||
| LON FOSTER | |||||||
| Elected Director | 2.00 | X | 0 | 0 | 0 | ||
| Dwight Creveling | |||||||
| Elected Director | 1.00 | X | 0 | 0 | 0 | ||
| Jake Dollarhide | |||||||
| Elected Director | 1.00 | X | 0 | 0 | 0 | ||
| Jane Emanuel | |||||||
| Elected Director | 3.00 | X | 0 | 0 | 0 | ||
| ALISON ANTHONY | |||||||
| Elected Director | 1.00 | X | 0 | 0 | 0 | ||
| JACQUI HAGLUND | |||||||
| VICE PRESIDENT PERSONNEL | 6.00 | X | X | 0 | 0 | 0 | |
| SUZANNE KNEALE | |||||||
| Elected Director | 1.00 | X | 0 | 0 | 0 | ||
| Kathy Hilti | |||||||
| Elected Director | 1.00 | X | 0 | 0 | 0 | ||
| Donna ORourke | |||||||
| Elected Director | 3.00 | X | 0 | 0 | 0 | ||
| Royce Reed | |||||||
| VP CONTRIBUTED REVENUE | 2.00 | X | X | 0 | 0 | 0 | |
| Ludmila Robson | |||||||
| Elected Director | 1.00 | X | 0 | 0 | 0 | ||
| Bill Schonacher | |||||||
| Elected Director | 1.00 | X | 0 | 0 | 0 | ||
| Paul Williams | |||||||
| Elected Director | 1.00 | X | 0 | 0 | 0 | ||
| NINA COOPER | |||||||
| PRESIDENTIAL Appointee | 2.00 | X | 0 | 0 | 0 | ||
| MARY ANN HARRISON | |||||||
| Presidential Appointee | 1.00 | X | 0 | 0 | 0 | ||
| Becky Dixon | |||||||
| Presidential Appointee | 2.00 | X | 0 | 0 | 0 | ||
| Sarah Jane Gillett | |||||||
| Presidential Appointee | 3.00 | X | 0 | 0 | 0 | ||
| Nicole Morgan | |||||||
| Presidential Appointee | 2.00 | X | 0 | 0 | 0 | ||
| Mark Perkins | |||||||
| Presidential Appointee | 1.00 | X | 0 | 0 | 0 | ||
| LAURIE KRIMBILL | |||||||
| Presidential Appointee | 1.00 | X | 0 | 0 | 0 | ||
| CASSIE REESE | |||||||
| PRESIDENTIAL Appointee | 1.00 | X | 0 | 0 | 0 | ||
| ISAAC ROCHA | |||||||
| PRESIDENTIAL Appointee | 3.00 | X | 0 | 0 | 0 | ||
| BILLIE BARNETT | |||||||
| VP OKLAHOMA ADVISORY | 1.00 | X | X | 0 | 0 | 0 | |
| LARRY CHAMBERS | |||||||
| LEGAL COUNSEL | 1.00 | X | 0 | 0 | 0 | ||
| LIZ PETERSON | |||||||
| Presidential Appointee | 1.00 | X | 0 | 0 | 0 | ||
| Marcello Angelini | |||||||
| Artistic Director | 60.00 | X | 166978 | 0 | 7098 | ||
| WILLIAM S BLACK | |||||||
| Managing Director | 50.00 | X | 33542 | 0 | 218 | ||
| Moscelyne Larkin | |||||||
| Artistic Emerita | 0.00 | 25000 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 225520 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7316 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THEATRICAL ACCOUNTING SERVICES | |||||
| po box 701462 | tulsa | OK | 74170 | stagehands | 227575 |
| COMMUNITY CARE HMO INC | |||||
| 218 W 6TH STREET | TULSA | OK | 74119 | HEALTH INSURANCE | 175359 |
| HOUSTON BALLET FOUNDATION | |||||
| 501 TEXAS AVENUE | HOUSTON | TX | 77598 | SCENERY/COSTUME RENTALS | 119269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Membership Dues | 589644 | MembershipDues |
| Fundraising Events | 428365 | FundraisingEvents |
| Government Grants | 133413 | GovernmentGrants |
| All Other Contributions | 2762062 | AllOtherContributions |
| Noncash Contributions | 1850 | NoncashContributions |
| Total Contributions | 3913484 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 711120 | 946395 | 946395 |
| SCHOOL INCOME | 711120 | 373765 | 373765 |
| TOURING | 711120 | 200371 | 200371 |
| CYGNET SOCIETY | 711120 | 17500 | 17500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1538031 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4763 | TotalRevenueColumn |
| Exclusion | $4,763 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 386186 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 369700 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16486 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16486 | TotalRevenueColumn |
| Exclusion | $16,486 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 23240 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 23240 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23240 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23240 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 50200 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 428365 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 102508 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -52308 | TotalRevenueColumn |
| Exclusion | -$52,308 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 73304 | GrossSalesOfInventory |
| Cost Of Goods Sold | 41848 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31456 | TotalRevenueColumn |
| Exclusion | $31,456 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS | 711120 | 21547 | 21547 |
| GUILD INCOME | 711120 | 13377 | 13377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 34924 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5510076 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1596195 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $397 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258777 | Total |
| Program Services | 194914 | ProgramServices |
| Management And General | 63863 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2269255 | Total |
| Program Services | 1834908 | ProgramServices |
| Management And General | 434347 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229985 | Total |
| Program Services | 191412 | ProgramServices |
| Management And General | 38573 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187135 | Total |
| Program Services | 151229 | ProgramServices |
| Management And General | 35906 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458 | Total |
| Management And General | 458 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26986 | Total |
| Management And General | 26986 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1304 | Total |
| Management And General | 1304 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197049 | Total |
| Program Services | 35000 | ProgramServices |
| Management And General | 162049 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109842 | Total |
| Program Services | 107522 | ProgramServices |
| Management And General | 2320 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8699 | Total |
| Program Services | 8699 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38440 | Total |
| Management And General | 38440 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598014 | Total |
| Program Services | 167736 | ProgramServices |
| Management And General | 430278 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14047 | Total |
| Management And General | 14047 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| PRODUCTION COSTS | 1066499 | 1066499 | ||
| MARKETING & PROMOTIONS | 449052 | 418080 | 30972 | |
| MISCELLANEOUS | 137062 | 9545 | 99500 | 28017 |
| WORKERS COMPENSATION | 77930 | 69640 | 8290 | |
| CREDIT CARD FEES | 52514 | 5956 | 161 | 46397 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80244 | Total |
| Program Services | 13155 | ProgramServices |
| Management And General | 67089 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5803292 | Total |
| Program Services | 4274295 | ProgramServices |
| Management And General | 1398364 | ManagementAndGeneral |
| Fundraising | 130633 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 519607 | BOY |
| EOY | 318508 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1565466 | BOY |
| EOY | 1057723 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28555 | BOY |
| EOY | 26150 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133367 | BOY |
| EOY | 89207 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13076039 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3103189 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10568878 | BOY |
| EOY | 9972850 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2968668 | BOY |
| EOY | 4371348 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15784541 | BOY |
| EOY | 15835786 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216438 | BOY |
| EOY | 248964 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325449 | BOY |
| EOY | 304130 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 962804 | BOY |
| EOY | 892197 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1504691 | BOY |
| EOY | 1445291 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9539643 | BOY |
| EOY | 9247860 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1771539 | BOY |
| EOY | 771287 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2968668 | BOY |
| EOY | 4371348 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14279850 | BOY |
| EOY | 14390495 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15784541 | BOY |
| EOY | 15835786 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2307037 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7445409 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7808116 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3703480 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4417892 | CurrentTaxYear |
| Total | 25681934 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 974356 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1141231 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1258055 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1378758 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1534225 | CurrentTaxYear |
| Total | 6286625 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3281393 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8586640 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9066171 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5082238 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5952117 | CurrentTaxYear |
| Total | 31968559 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 879814 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3061921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2987787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 349164 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1292957 | CurrentTaxYear |
| Total | 8571643 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 879814 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3061921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2987787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 349164 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1292957 | CurrentTaxYear |
| Total | 8571643 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 23396916 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141566 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 181596 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 187986 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 359831 | CurrentTaxYearMinus1Year |
| Current Tax Year | 413303 | CurrentTaxYear |
| Total | 1284282 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141566 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 181596 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 187986 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 359831 | CurrentTaxYearMinus1Year |
| Current Tax Year | 413303 | CurrentTaxYear |
| Total | 1284282 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 254440 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 441519 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42604 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 162201 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108228 | CurrentTaxYear |
| Total | 1008992 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3677399 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9209755 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9296761 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5604270 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6473648 | CurrentTaxYear |
| Total | 34261833 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.68290 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.66660 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03750 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03260 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 77000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2968668 | BeginningOfYearBalance |
| Contributions | 1143325 | Contributions |
| Investment Earnings Or Losses | 403442 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 144087 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 4371348 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3965215 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -861647 | InvestmentEarningsOrLosses |
| Other Expenditures | 134900 | OtherExpenditures |
| End Of Year Balance | 2968668 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 416240 | OtherCostOrOtherBasis |
| Book Value | 416240 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11084269 | OtherCostOrOtherBasis |
| Depreciation | 2046607 | Depreciation |
| Book Value | 9037662 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 510673 | OtherCostOrOtherBasis |
| Depreciation | 349960 | Depreciation |
| Book Value | 160713 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1064857 | OtherCostOrOtherBasis |
| Depreciation | 706622 | Depreciation |
| Book Value | 358235 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9972850 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| TULSA BALLET THEATRE TRUST FUND | 3378089 | F |
| robson fund | 993259 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4371348 | TotalOfBookValueSecurities |
| Total Revenue | 5510076 | TotalRevenue |
| Total Expenses | 5803292 | TotalExpenses |
| Excess Or Deficit For Year | -293216 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7898 | NetUnrealizedGLOnInvestments |
| Other | $411,759 | OtherAmount |
| Total Adjustments | 403861 | TotalAdjustments |
| Excess Or Deficit Per FS | 110645 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6533830 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -7898 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 105954 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 927002 | OtherRevenues |
| Revenue Not Rptd F990 | 1025058 | RevenueNotRptdF990 |
| Revenue Subtotal | 5508772 | RevenueSubtotal |
| Investment Expenses Not Included | 1304 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1304 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5510076 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6423185 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 105954 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 515243 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 621197 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5801988 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1304 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1304 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5803292 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 4: | ARTWORK-BRONZE SCULPTURE-ROMEO & JULIET 09/05 52,000 ARTWORK-PORTRAIT-BALLET SLIPPERS 06/06 15,000 ARTWORK-PRINCE MONYO OF ROMANIA 09/06 10,000 ARTWORK RELATING TO BALLET FOR DISPLAY IN THEATRE. | |
| Part V, Line 4: | endowment funds are permanently restricted by donor stipulation for the purpose of supporting the operations of the Ballet. 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. | Description of Intended Use of Endowment Funds: |
| Part XI, Line 8 - Other Adjustments: | NET INCOME FROM ENDOWMENT (TRUST): 411758. ROUNDING: 1. | |
| OTHER REVENUE NOT INCLUDED: RENTAL EXPENSE 369,700 COST OF GOODS SOLD 43,034 DIRECT FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 57,302 ENDOWMENT INCOME/LOSSES REPORTED ON RELATED ORGANIZATION'S SEPARATE 990 403,442 ROUNDING 2 OTHER EXPENSE NOT ON FORM 990: RENTAL EXPENSES 369,700 COST OF GOODS SOLD 43,034 DIRECT FUNDRAISING EXPENSES NETTED WITH FUNDRAISING INCOME 57,302 ROUNDING 1 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
| Licensed States | OK | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BELLA CUCINA | NameOfEvent1 |
| Gross Receipts Event1 | 178075 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 153550 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 24525 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 45131 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TOUR (NYC EVENT) | NameOfEvent2 |
| Gross Receipts Event2 | 263105 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 250465 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 12640 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 45206 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 37385 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 24350 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 13035 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 12171 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 478565 | GrossReceiptsTotal |
| Charitable Contributions Total | 428365 | CharitableContributionsTotal |
| Gross Revenue Total Events | 50200 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 102508 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 102508 | DirectExpenseSummaryEvents |
| Net Income Summary | -52308 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marcello Angelini | |||||||||||||
| 134853 | 0 | 0 | 0 | 32125 | 0 | 0 | 0 | 7098 | 0 | 174076 | 0 | 0 | 0 |
| Moscelyne Larkin | |||||||||||||
| 25000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 25000 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | Moscelyne Larkin $25,000 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| BILL SCHONACHER | |||
| DIRECTOR | 122385 | BANK LOANBILL IS BOARD DIRECTOR/MARKET PRESIDENT FOR IBC BANK WHERE TULSA BALLET THEATRE, INC HAS A $500,000 LINE OF CREDIT (CURRENTLY UNUSED) AND REAL ESTATE LOAN (APPROX $890,000 BALANCE AS OF 5/31/10. REAL ESTATE LOAN PAYMENTS MADE DURING THE YEAR WERE $117,514.56 AND CASH MANAGEMENT FEE PAYMENTS MADE DURING THE YEAR WERE $4,870.17. | 0 |
| MATTHEW COUGHLIN | |||
| FORMER DIRECTOR | 90985 | INSURANCEMATTHEW HAS MORE THAN 35% OWNERSHIP OF INTERNATIONAL INSURANCE BROKERS, LTD WHICH SERVES AS AN INSURANCE BROKER FOR TULSA BALLET. THE FOLLOWING IS DETAIL OF THE TRANSACTIONS:AMOUNT DESCRIPTION PERIOD COVERED-------- ------------- -------------- 840.00 COBRA Administrator Fees 5/1/09-6/30/10 Insurance (Paid directly to IIB) 66,769.00 - Commercial Package 6/1/09-5/31/10 3,462.00 - Automobile 6/1/09-8/31/10 10,245.00 - Umbrella 6/1/09-8/31/10 2,300.00 - D&O / EPL 10/21/09-10/21/10 769.00 - Crime 6/1/10-6/1/11 1,000.00 - Ocean Cargo 7/1/09-7/31/09 Additional Insurance Commissions (on payments to Carriers) 1,329.92 - Medical 6/1/09-5/31/10 2,010.57 - ST Disability 6/1/09-5/31/10 1,403.64 - Group Dental 6/1/09-5/31/10 856.00 - 401(K) Plan 6/1/09-5/31/10 90,985.13 | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | HOTEL ROOMS | 1 | 16500 | FMV |
| X | MISC GOODS & SERVICES | 16 | 19210 | FMV |
| X | FLIGHT VOUCHERS | 1 | 25000 | FMV |
| X | PIANO | 1 | 15000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 eight categories of Directors: Founding Directors, President Emeritus Directors, those Directors appointed by the President, Elected Directors, the President of Tulsa Ballet Theatre Guild, 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 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. |
| 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. | |
| THE AUDIT COMMITTEE WILL BE RESPONSIBLE FOR: 1. REVIEWING REPORTS PROVIDED BY EXTERNAL AUDITORS 2. FOLLOWING UP ON ACTIONS REQUIRED AS THE RESULT OF THE EXTERNAL AUDIT 3. SELECTING THE FIRM THAT WILL PROVIDE THE NEXT YEAR'S AUDIT THE AUDIT COMMITTEE'S REQUIRED SKILLS AND COMPOSITION INCLUDE: 1. WORKING KNOWLEDGE OF ORGANIZATIONAL FINANCIAL OPERATIONS 2. ABILITY TO UNDERSTAND FINANCIAL ACTIVITY 3. VP OF FINANCE WILL CHAIR THE COMMITTEE 4. COMMITTEE MEMBERS WILL INCLUDE VP OF BUDGET, STAFF FINANCE DIRECTOR AND OTHERS WITH FINANCIAL EXPERTISE AT THE CHOOSING OF THE VP OF FINANCE |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA BALLET THEATRE TRUST FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WALL STREET-28TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10286 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731165420 | EIN |
| Primary Activities | SUPPORT ORGANIZATION OF TULSA BALLET | PrimaryActivities |
| Legal Domicile State | OK | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| TULSA BALLET THEATRE TRUST FUND | |
| Q | 141750 |
| TULSA BALLET THEATRE TRUST FUND | |
| R | 144087 |
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