Civic Intelligence

Bartlesville Symphony Orchestra Foundation

EIN 31-1768580 • 501(c)3 • Bartlesville, OK

Profile

Provide endowment and financial support for the bartlesville symphony orchestra, inc.

PO Box 263Bartlesville, OK 74005

bartlesvillesymphony.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$815,017

Up $30,297 (+3.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$815,017

Up $30,297 (+3.9%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin98th percentile

Revenue

Up

$55,835

Up $36,002 (+182%) from 2024

Expenses

Up

$5,166

Up $623 (+14%) from 2024

Net Income

Up

$50,669

Up $35,379 (+231%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $1,017,288Liabilities 2021: $0Net Assets 2021: $1,017,2882021Assets 2022: $787,058Liabilities 2022: $0Net Assets 2022: $787,0582022Assets 2023: $738,025Liabilities 2023: $0Net Assets 2023: $738,0252023Assets 2024: $784,720Liabilities 2024: $0Net Assets 2024: $784,7202024Assets 2025: $815,017Liabilities 2025: $0Net Assets 2025: $815,0172025

Highlighted filing

2025

Assets$815,017
Liabilities$0
Net Assets$815,017
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

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

$150K$100K$50K$0Revenue 2021: $142,907Expenses 2021: $43,448Net Income 2021: $99,4592021Revenue 2022: $39,820Expenses 2022: $5,287Net Income 2022: $34,5332022Revenue 2023: $26,254Expenses 2023: $5,674Net Income 2023: $20,5802023Revenue 2024: $19,833Expenses 2024: $4,543Net Income 2024: $15,2902024Revenue 2025: $55,835Expenses 2025: $5,166Net Income 2025: $50,6692025

Highlighted filing

2025

Revenue$55,835
Expenses$5,166
Net Income$50,669
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$815,017
Liabilities
$0
Net assets
$815,017
Revenue
$55,835
Expenses
$5,166
Net income
$50,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.06$0.01$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.00$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.03$0.01$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.04$0.01$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.14$0.04$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 21, 2025
Return Version
2024v5.0
Gross Receipts
$209,250
Mission and Program Overview

Mission

Provide endowment and financial support for the bartlesville symphony orchestra, inc.

Provide endowment and financial support for the bartlesville symphony ochestra, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$665,820$765,702▲ $99,882
Cash and Non-Interest-Bearing Accounts$118,900$49,315▼ $69,585
Total Assets$784,720$815,017▲ $30,297
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$784,720$815,017▲ $30,297
Total Net Assets Fund Balance$784,720$815,017▲ $30,297
Total Liabilities and Net Assets / Fund Balance$784,720$815,017▲ $30,297

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$260,023--
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Edd GrigsbyPresident
David SigmonDirector
Mark WhiteDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$13,883
Program Service Revenue
$0
Investment Income
$41,911
Other Revenue
$41
All Other Contributions
$13,883
Change in Net Assets
$50,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,166
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$4,016--$4,016
Fees for Services Other$1,150--$1,150
Total Functional Expenses$5,166$0$0$5,166
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“YES”

Form 990, Page 6, Part VI, Line 11B

“This form 990 will be reviewed by a board member familiar with the financial records of the organization and will be reviewed by the president of the organization.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bartlesville Symphony Orchestra
EIN
31-1768580
Phone
9183367717
Address
PO BOX 263, BARTLESVILLE, OK 74005

Signing Officer

Name
Edd Grigsby
Title
President
Phone
9183367717
Signed
2025-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edd Grigsby
Formed
2001
Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Stotts Archambo Mueggenborg & Barclay Pc
Address
302 SE OSAGE AVE, BARTLESVILLE, OK 74003-3931
Preparer
Tom K Barclay
Phone
9183360008
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide endowment and financial support for the bartlesville symphony orchestra, inc.”

Form 990, Part IX, Line 11G

“Tax preparation fees 1,150 0 0”

Form 990, Part XI, Line 9

“Transfer in 1,000 transfer out -69,440 total -68,440”

Raw XML Appendix294 raw XML fields

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS FORM 990 WILL BE REVIEWED BY A BOARD MEMBER FAMILIAR WITH THE FINANCIAL RECORDS OF THE ORGANIZATION AND WILL BE REVIEWED BY THE PRESIDENT OF THE ORGANIZATION.
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ReturnHeader/PreparerPersonGrp/PhoneNum09183360008
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM K BARCLAY
ReturnHeader/ReturnTs02025-08-26T12:12:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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