Civic Intelligence

Bartlesville Symphony Orchestra Foundation

990 • Fiscal year 2023 • EIN 31-1768580

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 19, 2024

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

23rd percentile

-6.2%

Faster asset growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-34%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$738,025

Down $49,033 (-6.2%) from 2022

Net Assets

Down

$738,025

Down $49,033 (-6.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin96th percentile

Revenue

Down

$26,254

Down $13,566 (-34%) from 2022

Expenses

Up

$5,674

Up $387 (+7.3%) from 2022

Net Income

Down

$20,580

Down $13,953 (-40%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2023

Assets$738,025
Liabilities$0
Net Assets$738,025
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

2023

Revenue$26,254
Expenses$5,674
Net Income$20,580
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 19, 2024
Return Version
2022v5.0
Gross Receipts
$26,254
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$768,500$689,534▼ $78,966
Cash and Non-Interest-Bearing Accounts$18,558$48,491▲ $29,933
Total Assets$787,058$738,025▼ $49,033
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$787,058$738,025▼ $49,033
Total Net Assets Fund Balance$787,058$738,025▼ $49,033
Total Liabilities and Net Assets / Fund Balance$787,058$738,025▼ $49,033

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$236,331--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Edd GrigsbyPresident
David SigmonDirector
Mark WhiteDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$26,254
Other Revenue
$0
Change in Net Assets
$20,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,674
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-$4,835-$4,835
Other Expenses$488--$488
Fees for Services Other-$351-$351
Total Functional Expenses$488$5,186$0$5,674
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
2024-11-19
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.”

Raw XML Appendix272 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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IRS990/GrossReceiptsAmt026254
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IRS990/ReportLandBuildingEquipmentInd0false
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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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0EDD GRIGSBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09183367717
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTLESVILLE SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0311768580
ReturnHeader/Filer/PhoneNum09183367717
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 263
ReturnHeader/Filer/USAddress/CityNm0BARTLESVILLE
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ReturnHeader/Filer/USAddress/ZIPCd074005
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOTTS ARCHAMBO MUEGGENBORG & BARCLAY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 SE OSAGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARTLESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0740033931
ReturnHeader/PreparerPersonGrp/PhoneNum09183360008
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM K BARCLAY
ReturnHeader/ReturnTs02024-12-12T10:26:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$738,025
Liabilities
$0
Net assets
$738,025
Revenue
$26,254
Expenses
$5,674
Net income
$20,580
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