Civic Intelligence

Bartlesville Symphony Orchestra Foundation

990 • Fiscal year 2021 • EIN 31-1768580

Jul 01, 2020 to Jun 30, 2021 • Filed on Jun 30, 2022

Organization ProfileBARTLESVILLESYMPHONY.ORG
PO Box 263Bartlesville, OK 74005

(918) 336-7717

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

$1,017,288

No earlier filing loaded for comparison.

Net Assets

$1,017,288

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin93rd percentile

Revenue

$142,907

No earlier filing loaded for comparison.

Expenses

$43,448

No earlier filing loaded for comparison.

Net Income

$99,459

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$1,017,288
Liabilities$0
Net Assets$1,017,288
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$142,907
Expenses$43,448
Net Income$99,459
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jun 30, 2022
Return Version
2020v4.0
Gross Receipts
$142,907
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 in Publicly Traded Securities$328,982$523,101▲ $194,119
Investments Other Securities$475,685$462,663▼ $13,022
Cash and Non-Interest-Bearing Accounts$58,111$31,524▼ $26,587
Total Assets$862,777$1,017,288▲ $154,511
Other Assets Total$-1--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$862,777$1,017,288▲ $154,511
Total Net Assets Fund Balance$862,777$1,017,288▲ $154,511
Total Liabilities and Net Assets / Fund Balance$862,777$1,017,288▲ $154,511

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$163,636--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Edd GrigsbyPresident
David SigmonDirector
Joan HeidornDirector
Mark WhiteDirector
Paul CrawfordDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$142,907
Other Revenue
$0
Change in Net Assets
$99,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,750
Other Expenses$4,698
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,750--$38,750
Fees for Services Other-$4,698-$4,698
Total Functional Expenses$38,750$4,698$0$43,448
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bartlesville Symphony Orchestra IncBartlesville, OK501(c)Operational Support$38,750
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
2022-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edd Grigsby
Formed
2001
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
3

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

“0 4,698 0”

Form 990, Part XI, Line 9

“ROUNDING -1”

Raw XML Appendix339 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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IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074003
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0BARTLESVILLESYMPHONY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDD GRIGSBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09183367717
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-30
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0311768580
ReturnHeader/Filer/PhoneNum09183367717
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 263
ReturnHeader/Filer/USAddress/CityNm0BARTLESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074005
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOTTS ARCHAMBO MUEGGENBORG & BARCLAY PC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARTLESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0740033931
ReturnHeader/PreparerPersonGrp/PhoneNum09183360008
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM K BARCLAY
ReturnHeader/ReturnTs02022-07-07T10:37:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDD
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,017,288
Liabilities
$0
Net assets
$1,017,288
Revenue
$142,907
Expenses
$43,448
Net income
$99,459
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits