Civic Intelligence

Tulsa Symphony Orchestra Inc

EIN 20-3798077 • 501(c)3 • Tulsa, OK

Profile

Entertains, educates, heals, and inspires through musical excellence, innovation, and collaboration.

117 N Boston Ave 201Tulsa, OK 74103

www.tulsasymphony.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.10x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.09x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

2.3%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-8.4%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$2,276,915

Up $51,664 (+2.3%) from 2023

Liabilities

Down

$226,611

Down $157,992 (-41%) from 2023

Net Assets

Up

$2,050,304

Up $209,656 (+11%) from 2023

Operations
Liabilities / Revenue53rd percentileNet Margin17th percentile

Revenue

Down

$2,467,434

Down $225,545 (-8.4%) from 2023

Expenses

Down

$2,876,516

Down $306,215 (-9.6%) from 2023

Net Income

Up

-$409,082

Up $80,670 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $973,983Liabilities 2011: $297,929Net Assets 2011: $676,0542011Assets 2012: $850,109Liabilities 2012: $237,617Net Assets 2012: $612,4922012Assets 2013: $814,093Liabilities 2013: $261,835Net Assets 2013: $552,2582013Assets 2014: $939,532Liabilities 2014: $158,403Net Assets 2014: $781,1292014Assets 2015: $1,351,703Liabilities 2015: $236,605Net Assets 2015: $1,115,0982015Assets 2016: $1,350,633Liabilities 2016: $260,019Net Assets 2016: $1,090,6142016Assets 2017: $1,861,024Liabilities 2017: $298,295Net Assets 2017: $1,562,7292017Assets 2018: $2,210,792Liabilities 2018: $556,524Net Assets 2018: $1,654,2682018Assets 2019: $2,799,674Liabilities 2019: $312,424Net Assets 2019: $2,487,2502019Assets 2020: $3,307,231Liabilities 2020: $415,241Net Assets 2020: $2,891,9902020Assets 2021: $3,114,616Liabilities 2021: $626,963Net Assets 2021: $2,487,6532021Assets 2022: $2,642,124Liabilities 2022: $269,644Net Assets 2022: $2,372,4802022Assets 2023: $2,225,251Liabilities 2023: $384,603Net Assets 2023: $1,840,6482023Assets 2024: $2,276,915Liabilities 2024: $226,611Net Assets 2024: $2,050,3042024

Highlighted filing

2024

Assets$2,276,915
Liabilities$226,611
Net Assets$2,050,304
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,748,093Expenses 2011: $1,558,982Net Income 2011: $189,1112011Revenue 2012: $1,600,592Expenses 2012: $1,664,154Net Income 2012: -$63,5622012Expenses 2013: $1,629,6782013Revenue 2014: $2,020,855Expenses 2014: $1,791,984Net Income 2014: $228,8712014Revenue 2015: $2,083,858Expenses 2015: $1,749,728Net Income 2015: $334,1302015Revenue 2016: $2,112,487Expenses 2016: $2,136,579Net Income 2016: -$24,0922016Revenue 2017: $2,574,850Expenses 2017: $2,164,852Net Income 2017: $409,9982017Revenue 2018: $2,662,278Expenses 2018: $2,592,958Net Income 2018: $69,3202018Revenue 2019: $3,330,979Expenses 2019: $2,544,650Net Income 2019: $786,3292019Revenue 2020: $2,430,175Expenses 2020: $2,047,044Net Income 2020: $383,1312020Revenue 2021: $2,041,644Expenses 2021: $2,735,762Net Income 2021: -$694,1182021Revenue 2022: $2,694,895Expenses 2022: $2,712,452Net Income 2022: -$17,5572022Revenue 2023: $2,692,979Expenses 2023: $3,182,731Net Income 2023: -$489,7522023Revenue 2024: $2,467,434Expenses 2024: $2,876,516Net Income 2024: -$409,0822024

Highlighted filing

2024

Revenue$2,467,434
Expenses$2,876,516
Net Income-$409,082
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,276,915
Liabilities
$226,611
Net assets
$2,050,304
Revenue
$2,467,434
Expenses
$2,876,516
Net income
-$409,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.23$2.05$2.47$2.88$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.23$0.38$1.84$2.69$3.18$0.49
2022Detailed filing. Detailed filing data is available for this year.$2.64$0.27$2.37$2.69$2.71$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.63$2.49$2.04$2.74$0.69
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.42$2.89$2.43$2.05$0.38
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.31$2.49$3.33$2.54$0.79
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.56$1.65$2.66$2.59$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.30$1.56$2.57$2.16$0.41
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.26$1.09$2.11$2.14$0.02
2015Summary only. Only limited summary data is available for this year.$1.35$0.24$1.12$2.08$1.75$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.16$0.78$2.02$1.79$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.26$0.55$1.63
2012Summary only. Only limited summary data is available for this year.$0.85$0.24$0.61$1.60$1.66$0.06
2011Summary only. Only limited summary data is available for this year.$0.97$0.30$0.68$1.75$1.56$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$2,684,830
Mission and Program Overview

Mission

The tulsa symphony orchestra is a community service organization that entertains, educates, heals, and inspires through musical excellence, innovation, and collaboration.

Entertains, educates, heals, and inspires through musical excellence, innovation, and collaboration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,168,485$1,225,353▲ $56,868
Savings and Temporary Cash Investments$757,427$618,371▼ $139,056
Cash and Non-Interest-Bearing Accounts$282,563$258,190▼ $24,373
Pledges and Grants Receivable$122,977$86,027▼ $36,950
Prepaid Expenses and Deferred Charges$5,036$46,742▲ $41,706
Land, Buildings, and Equipment, Net$26,500$37,505▲ $11,005
Accounts Receivable$144,769$1,000▼ $143,769
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,511,485$2,276,915▼ $234,570
Other Assets Total$3,728$3,727▼ $1
Liabilities
Deferred Revenue$134,719$129,615▼ $5,104
Accounts Payable and Accrued Expenses$62,249$96,996▲ $34,747
Total Liabilities$196,968$226,611▲ $29,643
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,040,848$1,745,451▼ $295,397
Net Assets With Donor Restrictions$273,669$304,853▲ $31,184
Total Net Assets Fund Balance$2,314,517$2,050,304▼ $264,213
Total Liabilities and Net Assets / Fund Balance$2,511,485$2,276,915▼ $234,570

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$37,505$213,292$250,797

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,176,893-▲ $226,257$172,084$1,225,353
2022$2,079,670$9,643▲ $263,908$1,166,317$1,176,893
2021$2,604,153$129,297▼ $640,414-$2,079,670
2020$2,212,654$112,558▲ $391,631$100,018$2,604,153
2019$2,159,319$13,367▲ $85,933$34,625$2,212,654
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Tim McFaddenVP - Exec CommFT$86,666$86,666
Marc FacciLibrarianPT$74,209$74,209
Ron PredlExecutive DirectorFT$69,000$69,000
Kari CaldwellDirectorPT$31,671$31,671

Board Members and Trustees

NameTitle
Roger BlaisChairman
Kyden CreekpaumBoard President
Adam BetzDirector
Andrew GottehrerDirector
Anna NorbergDirector
Caroline AbbottDirector
Chris BarberDirector
Christy Craig ThamesDirector
Dana HigbeeDirector
David AdelsonDirector
Derek MatthesenDirector
Donald SmithDirector
Dr Rollie RhodesDirector
Dr Timothy R YoungDirector
Erin DailyDirector
Erwin JanssenDirector
Josh JakubovitzDirector
Judge Deborah C ShallcrossDirector
Kathy HenryDirector
Katrine HakimDirector
Lindsey HelmerichDirector
Matt McCreadyDirector
Ronald WheelerDirector
Sarah Coburn-RothermelDirector
Sarthak NigamDirector
Stephen CraftDirector
Stephen Todd TackettDirector
Susan LindbergDirector
John SeaySecretary
Malisa NellTreasurer
Ed TacketVP Education
Lynn GoldbergVP Fund Dev
Ken BusbyVP Governance
Marlo HollyVP Marketing
Revenue and Support

Revenue Composition

Contributions and Grants
$1,646,858
Program Service Revenue
$831,726
Investment Income
$53,929
Other Revenue
$-65,079
All Other Contributions
$1,646,858
Change in Net Assets
$-409,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,897,751
Other Expenses$978,765
Total Fundraising Expense$284,439
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,026,094$223,518$168,547$1,418,159
Current Officers, Directors, Trustees, and Key Employees$189,239$41,223$31,084$261,546
Payroll Taxes$111,740$58,705$34,005$204,450
Travel$187,470--$187,470
Advertising$141,520--$141,520
All Other Expenses-$76,930-$76,930
Fees for Services Accounting-$49,167-$49,167
Occupancy-$41,379-$41,379
Other Expenses$28,886$20,947$50,803$20,947
Other Employee Benefits$214$13,382-$13,596
Information Technology-$11,845-$11,845
Insurance-$7,564-$7,564
Fees for Services Other-$7,446-$7,446
Fees for Services Legal-$5,357-$5,357
Conferences and Meetings-$4,527-$4,527
Office Expenses$18$4,128-$4,146
Depreciation Depletion-$3,900-$3,900
Interest-$757-$757
Total Functional Expenses$2,021,302$570,775$284,439$2,876,516
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$217,396
Fundraising Gross Income$152,317
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Opening Night Gala$152,317$152,317$144,947$7,370
Total Events$152,317$152,317$217,396$-65,079
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by appointed members of the board of directors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“An interested person has the duty to disclose any actual or possible conflict of interest to the governing board, as provided in the conflict of interest policy. The board regularly and consistently monitors and enforces the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Tulsa Symphony Orchestra Inc
EIN
20-3798077
Address
117 N Boston Ave 201, Tulsa, OK 74103

Signing Officer

Name
Ron Predl
Title
Executive Director
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Ok
Voting Board Members
39
Independent Board Members
36
Employees
284
Volunteers
32

Preparer

Firm
Conklin Gilpin & Wertz PLLC
Address
2738 E 51st Street Ste 370, Tulsa, OK 74105
Preparer
D Brent Allison
Phone
9187490921
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Funds to be invested to generate earnings for operations.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/PersonNm0Tim McFadden
IRS990/Form990PartVIISectionAGrp/PersonNm1Marc Facci
IRS990/Form990PartVIISectionAGrp/PersonNm2Ron Predl
IRS990/Form990PartVIISectionAGrp/PersonNm3Kari Caldwell
IRS990/Form990PartVIISectionAGrp/PersonNm4Roger Blais
IRS990/Form990PartVIISectionAGrp/PersonNm5Lynn Goldberg
IRS990/Form990PartVIISectionAGrp/PersonNm6Kyden Creekpaum
IRS990/Form990PartVIISectionAGrp/PersonNm7Ken Busby
IRS990/Form990PartVIISectionAGrp/PersonNm8Malisa Nell
IRS990/Form990PartVIISectionAGrp/PersonNm9Kathy Henry
IRS990/Form990PartVIISectionAGrp/PersonNm10John Seay
IRS990/Form990PartVIISectionAGrp/PersonNm11Stephen Craft
IRS990/Form990PartVIISectionAGrp/PersonNm12Derek Matthesen
IRS990/Form990PartVIISectionAGrp/PersonNm13David Adelson
IRS990/Form990PartVIISectionAGrp/PersonNm14Caroline Abbott
IRS990/Form990PartVIISectionAGrp/PersonNm15Dana Higbee
IRS990/Form990PartVIISectionAGrp/PersonNm16David Adelson
IRS990/Form990PartVIISectionAGrp/PersonNm17Erin Daily
IRS990/Form990PartVIISectionAGrp/PersonNm18Katrine Hakim
IRS990/Form990PartVIISectionAGrp/PersonNm19Chris Barber
IRS990/Form990PartVIISectionAGrp/PersonNm20Marlo Holly
IRS990/Form990PartVIISectionAGrp/PersonNm21Matt McCready
IRS990/Form990PartVIISectionAGrp/PersonNm22Anna Norberg
IRS990/Form990PartVIISectionAGrp/PersonNm23Dr Rollie Rhodes
IRS990/Form990PartVIISectionAGrp/PersonNm24Donald Smith
IRS990/Form990PartVIISectionAGrp/PersonNm25Ed Tacket
IRS990/Form990PartVIISectionAGrp/PersonNm26Adam Betz
IRS990/Form990PartVIISectionAGrp/PersonNm27Sarah Coburn-Rothermel
IRS990/Form990PartVIISectionAGrp/PersonNm28Andrew Gottehrer
IRS990/Form990PartVIISectionAGrp/PersonNm29Lindsey Helmerich
IRS990/Form990PartVIISectionAGrp/PersonNm30Josh Jakubovitz
IRS990/Form990PartVIISectionAGrp/PersonNm31Erwin Janssen
IRS990/Form990PartVIISectionAGrp/PersonNm32Susan Lindberg
IRS990/Form990PartVIISectionAGrp/PersonNm33Sarthak Nigam
IRS990/Form990PartVIISectionAGrp/PersonNm34Judge Deborah C Shallcross
IRS990/Form990PartVIISectionAGrp/PersonNm35Stephen Todd Tackett
IRS990/Form990PartVIISectionAGrp/PersonNm36Christy Craig Thames
IRS990/Form990PartVIISectionAGrp/PersonNm37Ronald Wheeler
IRS990/Form990PartVIISectionAGrp/PersonNm38Dr Timothy R Young
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VP - Exec Comm
IRS990/Form990PartVIISectionAGrp/TitleTxt1Librarian
IRS990/Form990PartVIISectionAGrp/TitleTxt2Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Fund Dev
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board President
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP Governance
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director

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