Civic Intelligence

Tulsa Library Trust

990 • Fiscal year 2013 • EIN 51-0165881

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 08, 2014

400 Civic Center 4th Floor74103
Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

92nd percentile

34%

Faster asset growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$18,027,620

Up $4,563,100 (+34%) from 2012

Net Assets

Up

$17,986,526

Up $4,547,131 (+34%) from 2012

Liabilities

Up

$41,094

Up $15,969 (+64%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,097,961

Up $78,888 (+7.7%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $13,525,867Liabilities 2011: $30,537Net Assets 2011: $13,495,3302011Assets 2012: $13,464,520Liabilities 2012: $25,125Net Assets 2012: $13,439,3952012Assets 2013: $18,027,620Liabilities 2013: $41,094Net Assets 2013: $17,986,5262013Assets 2014: $44,392,699Liabilities 2014: $133,007Net Assets 2014: $44,259,6922014Assets 2015: $47,824,718Liabilities 2015: $2,554,365Net Assets 2015: $45,270,3532015Assets 2016: $30,623,720Liabilities 2016: $3,762,214Net Assets 2016: $26,861,5062016Assets 2017: $21,135,243Liabilities 2017: $819,674Net Assets 2017: $20,315,5692017Assets 2018: $22,499,266Liabilities 2018: $366,058Net Assets 2018: $22,133,2082018Assets 2019: $21,718,599Liabilities 2019: $196,678Net Assets 2019: $21,521,9212019Assets 2020: $21,777,897Liabilities 2020: $694,390Net Assets 2020: $21,083,5072020Assets 2021: $27,607,128Liabilities 2021: $252,717Net Assets 2021: $27,354,4112021Assets 2022: $22,321,642Liabilities 2022: $337,323Net Assets 2022: $21,984,3192022Assets 2023: $25,472,210Liabilities 2023: $731,621Net Assets 2023: $24,740,5892023Assets 2024: $38,061,559Liabilities 2024: $719,444Net Assets 2024: $37,342,1152024

Highlighted filing

2013

Assets$18,027,620
Liabilities$41,094
Net Assets$17,986,526

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MRevenue 2011: $1,262,567Expenses 2011: $1,443,223Net Income 2011: -$180,6562011Revenue 2012: $1,132,775Expenses 2012: $1,019,073Net Income 2012: $113,7022012Expenses 2013: $1,097,9612013Revenue 2014: $26,240,455Expenses 2014: $1,322,105Net Income 2014: $24,918,3502014Revenue 2015: $3,931,299Expenses 2015: $2,280,764Net Income 2015: $1,650,5352015Revenue 2016: $2,687,076Expenses 2016: $20,125,590Net Income 2016: -$17,438,5142016Revenue 2017: $1,451,013Expenses 2017: $9,385,003Net Income 2017: -$7,933,9902017Revenue 2018: $2,399,639Expenses 2018: $1,115,027Net Income 2018: $1,284,6122018Revenue 2019: $1,798,787Expenses 2019: $2,233,194Net Income 2019: -$434,4072019Revenue 2020: $1,603,457Expenses 2020: $1,413,642Net Income 2020: $189,8152020Revenue 2021: $1,731,566Expenses 2021: $638,733Net Income 2021: $1,092,8332021Revenue 2022: $2,174,880Expenses 2022: $977,970Net Income 2022: $1,196,9102022Revenue 2023: $3,044,786Expenses 2023: $1,544,883Net Income 2023: $1,499,9032023Revenue 2024: $13,447,156Expenses 2024: $2,387,453Net Income 2024: $11,059,7032024

Highlighted filing

2013

Revenue-
Expenses$1,097,961
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 8, 2014
Return Version
2012v2.1
Gross Receipts
$8,228,659
Mission and Program Overview

Mission

To benefit the Tulsa City County Library System (TCCL)

Major Activities

Activity 2
The tulsa library trust funds the library's summer reading program, which encourages children and young adults (teens) to read and visit the library. Reading goals are set and children/young adults who achieve the reading goal receive a prize. In addition to the prizes, several library branches hold programs throughout the summer to promote reading. Approximately 45,000 children/young adults signed up for the summer reading program in 2012, and over 50% of the children reached their reading goal.
Activity 3
The peggy v. Helmerich distinguished author dinner is an annual event. The $40,000 award is given to an author in recognition of a distinguished body of work written in the field of literature. The recipient gives a formal address at the award ceremony, where a dinner is provided to attendees who have purchased a ticket for the event. In 2012, over 400 people attended this event.
Filing and Contact Details

Filer

EIN
51-0165881
Raw XML AppendixShowing 400 of 514 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/Activity2/Description0THE TULSA LIBRARY TRUST FUNDS THE LIBRARY'S SUMMER READING PROGRAM, WHICH ENCOURAGES CHILDREN AND YOUNG ADULTS (TEENS) TO READ AND VISIT THE LIBRARY. READING GOALS ARE SET AND CHILDREN/YOUNG ADULTS WHO ACHIEVE THE READING GOAL RECEIVE A PRIZE. IN ADDITION TO THE PRIZES, SEVERAL LIBRARY BRANCHES HOLD PROGRAMS THROUGHOUT THE SUMMER TO PROMOTE READING. APPROXIMATELY 45,000 CHILDREN/YOUNG ADULTS SIGNED UP FOR THE SUMMER READING PROGRAM IN 2012, AND OVER 50% OF THE CHILDREN REACHED THEIR READING GOAL.
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IRS990/Activity3/Description0THE PEGGY V. HELMERICH DISTINGUISHED AUTHOR DINNER IS AN ANNUAL EVENT. THE $40,000 AWARD IS GIVEN TO AN AUTHOR IN RECOGNITION OF A DISTINGUISHED BODY OF WORK WRITTEN IN THE FIELD OF LITERATURE. THE RECIPIENT GIVES A FORMAL ADDRESS AT THE AWARD CEREMONY, WHERE A DINNER IS PROVIDED TO ATTENDEES WHO HAVE PURCHASED A TICKET FOR THE EVENT. IN 2012, OVER 400 PEOPLE ATTENDED THIS EVENT.
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0DIRECT FUNDRAISING EXPENSES
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1DIRECT FUNDRAISING EXPENSES ROUNDING
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/NetUnrealizedGainsInvestments0650652
IRS990ScheduleD/OtherAssets/BookValue023796
IRS990ScheduleD/OtherAssets/BookValue12089071
IRS990ScheduleD/OtherAssets/BookValue212902127
IRS990ScheduleD/OtherAssets/BookValue32
IRS990ScheduleD/OtherAssets/Description0ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssets/Description1MARKETABLE INVESTMENT AT FAIR MARKET VALUE
IRS990ScheduleD/OtherAssets/Description2RESTRICTED INVESTMENT
IRS990ScheduleD/OtherAssets/Description3ROUNDING
IRS990ScheduleD/OtherExpensesIncluded039695
IRS990ScheduleD/OtherLiabilities/Amount014243
IRS990ScheduleD/OtherLiabilities/Description0DUE TO TULSA CITY - COUNTY LIBRARY
IRS990ScheduleD/OtherRevenuesNotIncluded0-39694
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/RevenueNotRptdF9900650652
IRS990ScheduleD/RevenueNotRptdOnFinStmt0-39694
IRS990ScheduleD/RevenueSubtotal05034133
IRS990ScheduleD/TotalBookValueOtherAssets015014996
IRS990ScheduleD/TotalExpensesPerForm99001097961
IRS990ScheduleD/TotalOfAmounts014243
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm99004994439
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt01137656
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt05684785
IRS990ScheduleG/AgreementRefFundraising00
IRS990ScheduleG/EmailSolicitations0X
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1025512
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent2021391
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal046903
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents039694
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1059582
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2023391
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents03690
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal086663
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1034070
IRS990ScheduleG/EventsInformation/GrossRevenueEvent202000
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents03690
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents039760
IRS990ScheduleG/EventsInformation/NameOfEvent10P. HELMERICH AUTHOR AWARD DINNER
IRS990ScheduleG/EventsInformation/NameOfEvent20LITERACY - CHAPTERS EVENT
IRS990ScheduleG/EventsInformation/NetIncomeSummary066
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1036775
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent202919
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents039694
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents01
IRS990ScheduleG/FundraiserActivityInformation/Activity0CONSULTING
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/AddressLine10325 CEDAR ST SUITE 555
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/City0ST PAUL
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/State0MN
IRS990ScheduleG/FundraiserActivityInformation/AddressUS/ZIPCode055101
IRS990ScheduleG/FundraiserActivityInformation/AmountRetainedByContractor043354
IRS990ScheduleG/FundraiserActivityInformation/FundraiserControlOfFunds00
IRS990ScheduleG/FundraiserActivityInformation/GrossReceipts00
IRS990ScheduleG/FundraiserActivityInformation/NameOfOrganization/BusinessNameLine10LIBRARY STRATEGIES
IRS990ScheduleG/FundraiserActivityInformation/NetToOrganization0-43354
IRS990ScheduleG/InPersonSolicitations0X
IRS990ScheduleG/LicensedStates0OK
IRS990ScheduleG/MailSolicitations0X
IRS990ScheduleG/PhoneSolicitations0X
IRS990ScheduleG/SolicitationOfNonGovtGrants0X
IRS990ScheduleG/SpecialFundraisingEvents0X
IRS990ScheduleG/TotalNetToOrganization0-43354
IRS990ScheduleG/TotalRetainedByContractors043354
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10400 CIVIC CENTER
IRS990ScheduleI/RecipientTable/AddressUS/City0TULSA
IRS990ScheduleI/RecipientTable/AddressUS/State0OK

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.1$0.72$37.3$13.4$2.39$11.1
2023Detailed filing. Detailed filing data is available for this year.$25.5$0.73$24.7$3.04$1.54$1.50
2022Detailed filing. Detailed filing data is available for this year.$22.3$0.34$22.0$2.17$0.98$1.20
2021Detailed filing. Detailed filing data is available for this year.$27.6$0.25$27.4$1.73$0.64$1.09
2020Detailed filing. Detailed filing data is available for this year.$21.8$0.69$21.1$1.60$1.41$0.19
2019Detailed filing. Detailed filing data is available for this year.$21.7$0.20$21.5$1.80$2.23$0.43
2018Detailed filing. Detailed filing data is available for this year.$22.5$0.37$22.1$2.40$1.12$1.28
2017Detailed filing. Detailed filing data is available for this year.$21.1$0.82$20.3$1.45$9.39$7.93
2016Detailed filing. Detailed filing data is available for this year.$30.6$3.76$26.9$2.69$20.1$17.4
2015Detailed filing. Detailed filing data is available for this year.$47.8$2.55$45.3$3.93$2.28$1.65
2014Detailed filing. Detailed filing data is available for this year.$44.4$0.13$44.3$26.2$1.32$24.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$0.04$18.0$1.10
2012Summary only. Only limited summary data is available for this year.$13.5$0.03$13.4$1.13$1.02$0.11
2011Summary only. Only limited summary data is available for this year.$13.5$0.03$13.5$1.26$1.44$0.18