2026-05-12T12:16:21-05:00 2025-06-30 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2024-07-01 730579279 THE PHILBROOK MUSEUM OF ART INC PHIL 9187485326 PO BOX 52510 TULSA OK 741520510 JUSTIN GRANGE CFO 9187485326 2026-05-07 1 1 MEGAN COURTNEY P01571790 9187452333 2026-05-06 2024 2025-03-06 01:10:19Z JUSTIN GRANGE 2727 S ROCKFORD ROAD TULSA OK 74114 28613973 0 X WWW.PHILBROOK.ORG X 1939 OK THE PHILBROOK MUSEUM OF ART, INC. STRIVES TO MAKE A CREATIVE AND CONNECTED COMMUNITY BY PROVIDING A UNIQUE TRIFECTA OF EXPERIENCES: A HISTORIC HOME, GALLERIES OF WORLD CLASS ART, AND ACRES OF FORMAL GARDENS. 55 54 188 222 -19841 382 5183995 5140253 1443214 2337909 5744098 7897648 -303755 1341686 12067552 16717496 0 0 0 0 6315952 5925979 0 0 1008098 3340801 3986038 9656753 9912017 2410799 6805479 87233535 92695613 3194741 3748119 84038794 88947494 PHILBROOK STRIVES TO MAKE A CREATIVE AND CONNECTED COMMUNITY THROUGH ART AND GARDENS BY INSPIRING ENGAGEMENT, CREATING WELCOMING SPACES, SUPPORTING ARTISTS, AND BUILDING RELATIONSHIPS THAT SUPPORT OUR COMMUNITIES. 0 0 5001146 2926847 MUSEUM & HISTORIC VILLA OPERATIONS: MAINTAIN FACILITIES FOR PUBLIC VIEWING OF ART COLLECTIONS. THE MUSEUM'S HISTORIC STRUCTURES AND MANICURED GARDENS PROVIDE A UNIQUE PLATFORM OF EXPERIENCE FOR OUR VISITORS. OUR EFFORTS ALSO PRESERVE AN IMPORTANT ELEMENT OF TULSA'S HISTORY WHILE SERVING AS A DEFINING RESOURCE FOR OUR COMMUNITY AND REGION. 1704528 141728 EXHIBITS AND PERMANENT ART COLLECTION MAINTENANCE: ENSURE THE QUALITY OF PERMANENT ART COLLECTIONS AND PROVIDE SPECIAL TOURING EXHIBITS AND PROGRAMS TO ENHANCE ART APPRECIATION. PHILBROOK'S PERMANENT COLLECTION OFFERS VISITORS A BROAD VIEW OF MAJOR ART MOVEMENTS IN WESTERN CIVILIZATION, AS WELL AS SUPERB EXAMPLES OF NONWESTERN AESTHETIC EXPRESSION. IN ADDITION, PHILBROOK PROVIDES SEVERAL SPECIAL AND TEMPORARY EXHIBITIONS ANNUALLY. THESE EXHIBITIONS STRIVE TO PRESENT THE FINEST EXAMPLES OF ARTISTIC ACHIEVEMENT AVAILABLE, WHILE COMPLEMENTING PERMANENT COLLECTION WORKS ON DISPLAY WITHIN PHILBROOK'S GALLERIES. IN FY2025, 164,000 PEOPLE VISITED PHILBROOK. 758145 524905 EDUCATION: INCREASE PUBLIC KNOWLEDGE OF ART THROUGH EDUCATIONAL PROGRAMMING. INCREASING THE RELEVANCE OF THE VISUAL ARTS WITHIN THE DAILY LIVES OF OUR VISITORS. OUR EDUCATIONAL EFFORTS FOCUS ON ENGAGING AN EXPANDING AUDIENCE WITH THE BEAUTY, CHALLENGES, HISTORIES, AND INSPIRATION OF A COMPLEX CULTURE AND ITS VISUAL EXPRESSION. VARIOUS PROGRAMS ARE AVAILABLE FOR ADULTS, CHILDREN, AND FAMILIES, INCLUDING ART CLASSES, LECTURES, AND INTERACTIVE PROGRAMMING. PHILBROOK ALSO HAS AN ACTIVE DOCENT PROGRAM. 7463819 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 1 98 0 1 188 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 55 54 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X JUSTIN GRANGE 9187485326 2727 S ROCKFORD ROAD TULSA TULSA OK 74114 JW CRAFT BOARD CHAIR/HR COMMITTEE CHAIR 3.00 X X 0 0 0 SCOTT VAUGHN BOARD VICE CHAIR 2.00 X X 0 0 0 DEVON CHATLEY PROGRAM COMMITTEE CHAIR 2.00 X X 0 0 0 STEPHEN HEYMAN COLLECTIONS COMMITTEE CHAIR 2.00 X X 0 0 0 MATT KLIMISCH BUILDINGS & GROUNDS COMMITTEE CHAIR 2.00 X X 0 0 0 SHANNON O'DOHERTY AUDIT COMMITTEE CHAIR 2.00 X X 0 0 0 FRAUKE PETERSEN FINANCE COMMITTEE CHAIR 2.00 X X 0 0 0 KELLEY WEIL NOMINATING COMMITTEE CHAIR 2.00 X X 0 0 0 SUSANNAH ADELSON DIRECTOR 1.00 X 0 0 0 MITCH ADWON DIRECTOR 1.00 X 0 0 0 SEAN ALEXANDER DIRECTOR 1.00 X 0 0 0 SUEANN ALEXANDER DIRECTOR 1.00 X 0 0 0 WILLIAM HAL ALLEN DIRECTOR 1.00 X 0 0 0 JONATHAN ANTHONY DIRECTOR 1.00 X 0 0 0 ADRIENNE BARNETT DIRECTOR 1.00 X 0 0 0 SHELBY BEIL DIRECTOR 1.00 X 0 0 0 BRENDA BERRY DIRECTOR 1.00 X 0 0 0 MARLA BRADSHAW DIRECTOR 1.00 X 0 0 0 JULIE CARSON DIRECTOR 1.00 X 0 0 0 ANN SHANNON CASSIDY DIRECTOR 1.00 X 0 0 0 PATRICIA CHERNICKY DIRECTOR 1.00 X 0 0 0 LAURA COLGAN DIRECTOR 1.00 X 0 0 0 THERESA COLLINS DIRECTOR 1.00 X 0 0 0 SAMUEL COMBS DIRECTOR 1.00 X 0 0 0 MOISES ECHEVERRIA DIRECTOR 1.00 X 0 0 0 ROBYN EWING DIRECTOR 1.00 X 0 0 0 MICHAEL FEAMSTER DIRECTOR 1.00 X 0 0 0 WENDY GARRETT DIRECTOR 1.00 X 0 0 0 PATRICK GORDON DIRECTOR 1.00 X 0 0 0 JOHN HEWITT DIRECTOR 1.00 X 0 0 0 BARBARA HEYMAN DIRECTOR 1.00 X 0 0 0 GREG HOLT DIRECTOR 1.00 X 0 0 0 ALAN JOHANNSEN DIRECTOR 1.00 X 0 0 0 JARED JORDAN DIRECTOR 1.00 X 0 0 0 BILL KNIGHT DIRECTOR 1.00 X 0 0 0 QURAYSH ALI LANSANA DIRECTOR 1.00 X 0 0 0 ROBERT LORTON DIRECTOR 1.00 X 0 0 0 ROXANA LORTON DIRECTOR 1.00 X 0 0 0 CARLISLE MABREY DIRECTOR 1.00 X 0 0 0 RENEE MCKENNEY DIRECTOR 1.00 X 0 0 0 STEVE MITCHELL DIRECTOR 1.00 X 0 0 0 CHRISTOPHER MURPHY DIRECTOR 1.00 X 0 0 0 BOB PETERSON DIRECTOR 1.00 X 0 0 0 JULIE PHILLIPS PUCKETT DIRECTOR 1.00 X 0 0 0 JENNIFER POTTS DIRECTOR 1.00 X 0 0 0 JOHN REAVES DIRECTOR 1.00 X 0 0 0 KUMA ROBERTS DIRECTOR 1.00 X 0 0 0 LARRY ROONEY DIRECTOR 1.00 X 0 0 0 CHIEF GEOFFREY STANDING BEAR DIRECTOR 1.00 X 0 0 0 BILL THOMAS DIRECTOR 1.00 X 0 0 0 SUSAN THOMAS DIRECTOR 1.00 X 0 0 0 PETER WALTER DIRECTOR 1.00 X 0 0 0 SUZANNE WARREN DIRECTOR 1.00 X 0 0 0 KATE WILLIAMS DIRECTOR 1.00 X 0 0 0 JAMIE ZINK DIRECTOR 1.00 X 0 0 0 MEGAN NESBIT INTERIM CEO 35.00 X 185828 0 10681 JUSTIN GRANGE CFO 35.00 X 164486 0 4926 SCOTT STULEN FORMER DIRECTOR AND CEO 35.00 X 328795 0 7494 RACHEL KEITH DEPUTY DIRECTOR FOR AUDIEN 35.00 X 158563 0 22595 KATE GREEN CHIEF CURATOR 35.00 X 130512 0 4537 968184 0 50233 5 0 1 0 MANHATTAN CONSTRUCTION 5601 S 122ND E AVE TULSA OK 74146 BUILDERS/CONSTRUCTION 3540486 OCE MECHANICAL PO BOX 840402 DALLAS TX 75284 HVAC REPLACEMENT 1116082 HARRISON ENERGY PARTNERS 1501 WESTPARK DR SUITE 9 LITTLE ROCK AR 72204 SUBCONTRACTOR - HVAC REPLACEMENT 505220 INTEGRITY LIGHTING INC 3525 E 36TH ST N TULSA OK 74115 LIGHTING INSTALLATION 200399 NANA WALL SYSTEMS INC 100 MEADOWCREEK DR STE 250 CORTE MADERA CA 94925 SUBCONTRACTORS - ALUMINUM MATERIALS 152866 7 1007000 360035 620601 3152617 15521 5140253 MUSEUM ADMISSIONS 900099 969445 969445 MUSEUM OTHER 900099 730754 730754 MUSEUM SERVICES 900099 506858 506858 MUSEUM EDUCATION 900099 130852 130852 2337909 2031087 2031087 17197061 11330500 5866561 5866561 5866561 438811 360035 332855 105956 105956 511788 233122 278666 314007 -35341 INSURANCE RECOVERY 900099 941564 941564 COMMERCIAL PHOTO PASSES 900099 15500 15500 957064 16717496 3593480 -19841 8003604 597868 459034 57561 81273 4310664 3295471 422432 592761 113535 102603 2790 8142 525684 466701 18075 40908 378228 294497 39943 43788 2185 124 2061 21442 16145 5297 300234 300234 654570 368052 274382 12136 429202 429202 211482 163930 46889 663 215207 65183 150024 714037 706213 6062 1762 83955 47558 8396 28001 10330 6707 2239 1384 2260 2260 575674 552647 17270 5757 COLLECTIONS AND EXHIBIT 251234 238681 10006 2547 ENTERTAINMENT AND STAFF 197179 51164 30234 115781 BANK FEES 104580 31131 17853 55596 EDUCATION AND HONORARIA 61855 56855 0 5000 150612 111921 26092 12599 9912017 7463819 1440100 1008098 121001 324741 11628716 1640358 935905 98743 63303 111188 39217102 21244721 10308319 17972381 70580122 58064364 3892894 3490263 592098 104752 87233535 92695613 2259285 3062298 885456 685821 50000 0 3194741 3748119 X 27176217 30258894 56862577 58688600 84038794 88947494 87233535 92695613 X 6805479 -342227 -1554552 X X 0 1 X 1 0 X 3042040 6261774 15592870 5704947 5579064 36180695 3042040 6261774 15592870 5704947 5579064 36180695 11088796 25091899 1056662 1150132 1372699 2076606 2031087 7687186 839 1382 2221 941564 941564 44811666 9398823 0.55990 0.59210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 45635855 163500 4950594 2731251 80456 47938242 42527466 961338 5170404 2828072 195281 45635855 41692015 3850254 2867421 147382 42527466 48423772 -4422526 2144513 164718 41692015 38618973 11327279 1404943 117537 48423772 0.06058 0.62186 0.31754 1 0 2412477 2412477 15927444 14066256 1861188 6546371 2608853 3937518 14330810 4569612 9761198 17972381 16724175 -342227 321840 327300 306913 16417262 300234 300234 16717496 11815475 321840 1881852 2203692 9611783 300234 300234 9912017 PART III, LINE 1A: WORKS OF ART IN PHILBROOK'S COLLECTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF ARTWORKS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS NET ASSETS WITH DONOR RESTRICTIONS IF A DONOR MAKES A CONTRIBUTION INTENDED TO FUND A SUBSEQUENT PURCHASE OF ARTWORK. CONTRIBUTIONS OF WORKS OF ART ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PART V, LINE 4: ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE A PERMANENT SOURCE OF INCOME FOR USE BY THE ORGANIZATION. QUASI-ENDOWMENT FUNDS PROVIDE UNRESTRICTED FUNDING TO PHILBROOK ON AN ANNUAL BASIS, AS WELL AS CONSERVATION AND ACCESSIONS. DONOR RESTRICTED ENDOWMENT FUNDS ARE HELD FOR GENERAL OPERATIONS, GROUND MAINTENANCE, ART ACQUISITION AND OTHER PROGRAMS. THE PRINCIPAL IS INVESTED AND KEPT INTACT IN PERPETUITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 327,300. PART XII, LINE 2D - OTHER ADJUSTMENTS: COLLECTION ITEMS PURCHASED NOT CAPITALIZED 1,402,597. FUNDRAISING EXPENSES 327,300. UNCOLLECTIBLE PLEDGES 151,955. FESTIVAL 313745 89000 224745 17689 156512 32340 MIX EVENT 151620 73125 78495 1000 34 7790 12936 11804 4888 4 333481 197910 135571 1963 13357 33170 39372 798846 360035 438811 1000 34 9753 43982 201486 76600 332855 105956 X X 1 0 0 0 0 0 0 1 0 SCOTT STULEN FORMER DIRECTOR AND CEO 328795 0 0 0 0 0 7008 0 486 0 336289 0 0 0 MEGAN NESBIT INTERIM CEO 185828 0 0 0 0 0 0 0 10681 0 196509 0 0 0 RACHEL KEITH DEPUTY DIRECTOR FOR AUDIEN 158563 0 0 0 0 0 7604 0 14991 0 181158 0 0 0 JUSTIN GRANGE CFO 164486 0 0 0 0 0 0 0 4926 0 169412 0 0 0 PART I, LINE 3 PHILBROOK'S COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE DIRECTOR AND CEO ANNUALLY. PART I, LINE 4A KATE GREEN WAS ISSUED $20,000 IN SEVERANCE PAY. PART I, LINE 7 THE DIRECTOR AND CEO'S COMPENSATION IS PARTIALLY BASED ON OVERALL ORGANIZATIONAL PERFORMANCE. LARRY ROONEY TRUSTEE 3540486 PHILBROOK ENGAGED MANHATTAN CONSTRUCTION GROUP TO PERFORM GENERAL CONTRACTOR SERVICES FOR THE CONSTRUCTION OF THE TANDY PAVILION. LARRY ROONEY IS THE PRESIDENT OF MANHATTAN COSTRUCTION AND A TRUSTEE ON THE BOARD OF TRUSTEES. 0 X 2 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS FOR WORKS OF ART CONTRIBUTED. PART I, LINE 33: THE ORGANIZATION HAS NOT INCLUDED ANY REVENUE FOR DONATED WORKS OF ART OR HISTORICAL TREASURERS IN SCHEDULE M, LINE 1G. IN ACCORDANCE WITH ITS ELECTION NOT TO REPORT REVENUES OR ASSETS UPON RECEIPT OF CONTRIBUTIONS OF WORKS OF ART AND HISTORICAL TREASURES UNDER ASC 958-605, NO REVENUE OR ASSETS WERE INCLUDED ON THE 990 FOR THESE CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 BILL THOMAS AND SUSAN THOMAS - HUSBAND AND WIFE SEAN ALEXANDER AND SUEANN ALEXANDER - HUSBAND AND WIFE STEPHEN HEYMAN AND BARBARA HEYMAN - HUSBAND AND WIFE ROBERT LORTON JR. AND ROXANA LORTON - HUSBAND AND WIFE FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PAID MEMBERSHIPS AT LEVELS FROM $65-$10,000 PER YEAR. FORM 990, PART VI, SECTION A, LINE 7A ONE-THIRD OF TRUSTEES ARE ELECTED EACH YEAR BY MEMBERSHIP AT THE ANNUAL MEETING FOR A 3-YEAR TERM. THERE MAY BE SPECIAL ELECTIONS TO FILL AN OPEN POSITION WHEN A TRUSTEE HAS RESIGNED. FORM 990, PART VI, SECTION B, LINE 11B THIS FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES BY AN E-MAIL NOTICE AND LINK TO THE ELECTRONIC COPY. THE AUDIT COMMITTEE, A SUB-COMMITTEE COMPRISED OF MEMBERS FROM THE BOARD OF DIRECTORS, MEETS WITH THE MUSEUM STAFF AND OUTSIDE TAX PREPARERS FOR REVIEW AND APPROVAL BEFORE FINALIZING AND FILING FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMETTEE OF THE BOARD OF TRUSTEES, MONITORS COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S THIRD PARTY HUMAN RESOURCES PROVIDER REVIEWS JOB DESCRIPTIONS, ASSIGNS GRADES TO POSITIONS, AND ASSIGNS PAY RANGES TO GRADES BASED ON COMPARABLE DATA. THE ORGANIZATION'S COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, REGULARLY REVIEWS THE COMPENSATION AND PERFORMANCE OF THE ORGANIZATION'S CEO, GENERAL SALARY LEVELS AND OVERALL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: COLLECTION ITEMS PURCHASED NOT CAPITALIZED -1,402,597. UNCOLLECTIBLE PLEDGES -151,955. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE OCCURRED TO THE PROCESS OF REVIEWING AUDITED FINANCIAL STATEMENTS DURING THE CURRENT FISCAL YEAR. LA VILLA RESTAURANT INC 2727 S ROCKFORD ROAD TULSA OK 74114 731447505 HOLDS A MASTER LEASE. OK N/A