Civic Intelligence

Tulsa Library Trust

990 • Fiscal year 2015 • EIN 51-0165881

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

Organization ProfileWWW.TULSALIBRARY.ORG
400 Civic Center 4th FloorTulsa, OK 74103

(918) 596-7885

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.05x

Higher debt load relative to assets than 23% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.65x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

71st percentile

7.7%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$47,824,718

Up $3,432,019 (+7.7%) from 2014

Net Assets

Up

$45,270,353

Up $1,010,661 (+2.3%) from 2014

Liabilities

Up

$2,554,365

Up $2,421,358 (+1820%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin89th percentile

Revenue

Down

$3,931,299

Down $22,309,156 (-85%) from 2014

Expenses

Up

$2,280,764

Up $958,659 (+73%) from 2014

Net Income

Down

$1,650,535

Down $23,267,815 (-93%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

2015

Assets$47,824,718
Liabilities$2,554,365
Net Assets$45,270,353
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

2015

Revenue$3,931,299
Expenses$2,280,764
Net Income$1,650,535
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$10,843,209
Mission and Program Overview

Mission

To benefit the Tulsa City County Library System (TCCL)

To benefit the tulsa library system

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$16,333,445$6,949,466▼ $9,383,979
Cash and Non-Interest-Bearing Accounts$651,123$1,734,408▲ $1,083,285
Other Notes and Loans Receivable, Net-$0-
Total Assets$44,392,699$47,824,718▲ $3,432,019
Other Assets Total$27,408,131$39,140,844▲ $11,732,713
Liabilities
Accounts Payable and Accrued Expenses$29,062$2,388,113▲ $2,359,051
Other Liabilities$103,945$166,252▲ $62,307
Total Liabilities$133,007$2,554,365▲ $2,421,358
Net Assets / Fund Balance
Temporarily Rstr Net Assets$33,337,818$34,454,573▲ $1,116,755
Permanently Rstr Net Assets$7,244,518$7,353,004▲ $108,486
Unrestricted Net Assets$3,677,356$3,462,776▼ $214,580
Total Net Assets Fund Balance$44,259,692$45,270,353▲ $1,010,661
Total Liabilities and Net Assets / Fund Balance$44,392,699$47,824,718▲ $3,432,019

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$39,120,255--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$14,524,150$108,486▲ $423,219$735,875$14,319,980
2013$12,681,952$6,208▲ $2,514,603$678,613$14,524,150
2012$6,913,037$63,634▲ $183,981-$7,160,652
2011$6,808,528$114,925▼ $10,416-$6,913,037
2010$6,432,851$90,560▲ $285,117-$6,808,528
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Rik HelmerichPresident
Bonnie HenkeVice President
Ann Shannon CassidyMember
Jana ShouldersMember
Kathie CoyleMember
Marty NewmanMember
Robert J LafortuneMember
Robin F BallengerMember
Ruth NelsonMember
Steven H AustinMember
Shelley JacksonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,903,547
Program Service Revenue
$0
Investment Income
$1,047,916
Other Revenue
$-20,164
All Other Contributions
$2,863,463
Change in Net Assets
$1,650,535

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,038,151
Revenue Not Reported on Financial Statements
$-106,852
Revenue Not Reported on Form 990
$6,860,123
Other Revenue Adjustments
$-106,852
Total Revenue per Audited Statements
$10,898,274
Total Revenue per Form 990
$3,931,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,109,052
Grants and Similar Amounts Paid$171,712
Total Fundraising Expense$33,782
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$169,712--$169,712
All Other Expenses$59,591$59,654$24,176$143,421
Other Expenses$115,683--$115,683
Fees for Services Other$77,349--$77,349
Office Expenses$26,061$1,466$7,432$34,959
Fees for Services Accounting$8,116$6,684-$14,800
Occupancy--$2,174$2,174
Grants to Domestic Individuals$2,000--$2,000
Conferences and Meetings$119$115-$234
Total Functional Expenses$2,179,064$67,919$33,782$2,280,764

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,887,613
Expenses Not Reported on Form 990$7,606,849
Expenses per Audited Statements$2,280,764
Total Expenses per Form 990$2,280,764
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tulsa City - County LibraryTulsa, OKEXEMPT GOV'TGeneral Support$169,712
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$106,851
Fundraising Gross Income$43,440
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
P. Helmerich Author Award Dinner$61,279$28,671$102,738$-74,067
Literacy Chapters Event$17,565$10,089$4,113$5,976
Total Events$83,524$43,440$106,851$-63,411
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Tulsa City-county Library$166,252
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 11

“The president of the tulsa library trust reviews the document & board members receive a copy before it's filed”

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

“The trust board signs the conflict of interest disclosure form each year at its annual meeting”

Form 990, Part VI, Section C, Line 19

“These documents are provided upon request from the public”

Filing and Contact Details

Filer

Filer Name
Tulsa Library Trust
EIN
51-0165881
Phone
9185967885
Address
400 CIVIC CENTER 4TH FLOOR, TULSA, OK 74103

Signing Officer

Name
Rik Helmerich
Title
President
Phone
9185967885
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rik Helmerich
Formed
1972
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
11
Employees
7
Volunteers
900

Preparer

Firm
STANFIELD & O'DELL PC
Address
1350 S BOULDER AVE STE 800, TULSA, OK 74119
Preparer
Daniel P Skerbitz CPA
Phone
9186280500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 3.”

Form 990, Part XII, Line 2C

“No changes from prior year”

Financial Statement Notes

PART V, LINE 4:

“Donor provided endowment funds are designated for various enrichment, educational programs, property maintenance, and special projects. The trust normally distributes 5.5 percent of the endowment funds and periodically reviews returns and spending policies to ensure consistency with the long term objectives of the trust.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Transfers from tulsa county - city library 7,500,000.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Direct fundraising expenses -106,851. Rounding -1.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expenses 106,851. Rounding -2. Transfers from tulsa county - city library 7,500,000.”

Raw XML AppendixShowing 400 of 510 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/OfficeExpensesGrp/ManagementAndGeneralAmt01466
IRS990/OfficeExpensesGrp/ProgramServicesAmt026061
IRS990/OfficeExpensesGrp/TotalAmt034959
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027408131
IRS990/OtherAssetsTotalGrp/EOYAmt039140844
IRS990/OtherChangesInNetAssetsAmt03
IRS990/OtherExpensesGrp/Desc0BUILDINGS AND BUILDING
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2PERSONNEL SUPPORT
IRS990/OtherExpensesGrp/Desc3LIBRARY BOOKS AND RECOR
IRS990/OtherExpensesGrp/ProgramServicesAmt0815864
IRS990/OtherExpensesGrp/ProgramServicesAmt1518970
IRS990/OtherExpensesGrp/ProgramServicesAmt2385598
IRS990/OtherExpensesGrp/ProgramServicesAmt3115683
IRS990/OtherExpensesGrp/TotalAmt0815864
IRS990/OtherExpensesGrp/TotalAmt1518970
IRS990/OtherExpensesGrp/TotalAmt2385598
IRS990/OtherExpensesGrp/TotalAmt3115683
IRS990/OtherLiabilitiesGrp/BOYAmt0103945
IRS990/OtherLiabilitiesGrp/EOYAmt0166252
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt027138
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt116109
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027138
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116109
IRS990/OtherRevenueTotalAmt043247
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07244518
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07353004
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt016333445
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06949466
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RIK HELMERICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE 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 40,000 CHILDREN/YOUNG ADULTS SIGNED UP FOR THE SUMMER READING PROGRAM IN 2014, AND OVER 55% OF THE CHILDREN REACHED THEIR READING GOAL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0136957
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTS THE TULSA CITY-COUNTY LIBRARY'S EFFORTS TO PROVIDE SERVICES TO THE HALF-MILLION CHILDREN, TEENS, AND ADULTS WHO USE THE LIBRARY. THE TRUST STRIVES TO CULTIVATE THE LOVE OF READING AND LIFE LONG LEARNING BY OFFERING UNIQUE PROGRAMS, SERVICES, AND RESOURCES TO COMMUNITIES IN TULSA COUNTY, THESE PROGRAMS, SERVICES, AND RESOURCES INCLUDE:1) LITERACY TUTORS2) STAFF RECOGNITION AWARDS3) VOLUNTEER RECOGNITION AWARDS4) AUTHOR PROGRAMS5) LANDSCAPING6) YOUNG PEOPLE'S CREATIVE WRITING CONTEST7) TEEN TEAM (VOLUNTEERS)8) POETRY WRITING CONTEST9) RETIREMENT GIFTS10) PROFESSIONAL CONFERENCES - LIBRARIANS 11) LET'S TRY IT FUND12) GOING GREEN (CONSERVATION) PROGRAMMING13) SENIOR CITIZEN PROGRAMS14) PAWS READING PROGRAM (CHILDREN READ OUT LOUD TO THERAPY DOGS)15) CHILDREN AND YOUTH PROGRAMMING16) BOOK BAGS17) ADULT READING PROGRAMS18) LITERACY PROGRAMS19) FIRST BOOKS (GIVEAWAY BOOKS TO KINDERGARTENERS) 20) AFRICAN AMERICAN RESOURCE CENTER PROGRAMMING 21) HISPANIC RESOURCE CENTER PROGRAMMING22) AMERICAN INDIAN PROGRAMMING 23) GENEALOGY PROGRAMMING24) SMALL BUSINESS PROGRAMMING25) CHILDREN'S THEATER SERIES26) BOOKMOBILE/OUTREACH PROGRAMMING27) ASIAN AMERICAN FESTIVAL28) SCHOOL BREAK PROGRAMS29) HOMEWORK HELP NOW30) PEGGY V. HELMERICH DISTINGUISHED AUTHOR DINNERTHE TULSA LIBRARY TRUST
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01124004
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt043247
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE TULSA LIBRARY TRUST PURCHASES MATERIALS TO SUPPLEMENT THE TULSA CITY-COUNTY LIBRARY'S ANNUAL MATERIALS BUDGET. THESE MATERIALS ENHANCE SELECTED TOPICS IN ACCORDANCE WITH THE LIBRARY'S COLLECTION DEVELOPMENT PLAN. EXAMPLES OF THE MATERIALS PURCHASED INCLUDE BOOKS, ELECTRONIC BOOKS (E-BOOKS), DOWNLOADABLE MAGAZINES AND MUSIC, ETC.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0114642
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt025112299
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0104650
IRS990/PYInvestmentIncomeAmt01151752
IRS990/PYOtherExpensesAmt01217455
IRS990/PYOtherRevenueAmt0-23596
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt024918350
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01322105
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026240455
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt01650535
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02903547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025112299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04065641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0601437
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0402214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt033085138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0258761
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0272368
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0327735
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0439003
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0231376
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01529243
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64420
IRS990ScheduleA/PublicSupportPY170Pct00.55680
IRS990ScheduleA/PublicSupportTotal170Amt022298866
IRS990ScheduleA/SubstantialContributorsTotAmt010786272
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02903547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025112299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04065641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0601437
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0402214
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt033085138
IRS990ScheduleA/TotalSupportAmt034614381
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.21000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014524150
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0108486
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014319980
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0423219
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0735875
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012681952
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06208
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014524150
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02514603
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0678613
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06913037
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt063634
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07160652
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0183981
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06808528
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0114925
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06913037
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10416
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06432851
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt090560
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06808528
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0285117
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt07606849
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02280764
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-639877
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt020589
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt139120255
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESTRICTED INVESTMENT
IRS990ScheduleD/OtherExpensesIncludedAmt07606849
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0166252
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO TULSA CITY-COUNTY LIBRARY
IRS990ScheduleD/OtherRevenueAmt07500000
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-106852
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50000
IRS990ScheduleD/RevenueNotReportedAmt06860123
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-106852
IRS990ScheduleD/RevenueSubtotalAmt04038151
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DONOR PROVIDED ENDOWMENT FUNDS ARE DESIGNATED FOR VARIOUS ENRICHMENT, EDUCATIONAL PROGRAMS, PROPERTY MAINTENANCE, AND SPECIAL PROJECTS. THE TRUST NORMALLY DISTRIBUTES 5.5 PERCENT OF THE ENDOWMENT FUNDS AND PERIODICALLY REVIEWS RETURNS AND SPENDING POLICIES TO ENSURE CONSISTENCY WITH THE LONG TERM OBJECTIVES OF THE TRUST.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TRANSFERS FROM TULSA COUNTY - CITY LIBRARY 7,500,000.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSES -106,851. ROUNDING -1.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DIRECT FUNDRAISING EXPENSES 106,851. ROUNDING -2. TRANSFERS FROM TULSA COUNTY - CITY LIBRARY 7,500,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.29000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt039140844
IRS990ScheduleD/TotalExpensesPerForm990Amt02280764
IRS990ScheduleD/TotalLiabilityAmt0166252
IRS990ScheduleD/TotalRevenuePerForm990Amt03931299
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010898274
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09887613
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt040084
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt032608
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07476
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0106851
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0P. HELMERICH AUTHOR AWARD DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LITERACY CHAPTERS EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061279
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043440

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,824,718
Liabilities
$2,554,365
Net assets
$45,270,353
Revenue
$3,931,299
Expenses
$2,280,764
Net income
$1,650,535
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