Civic Intelligence

Tulsa Library Trust

990 • Fiscal year 2018 • EIN 51-0165881

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization Profilewww.tulsalibrarytrust.org
400 Civic CenterTulsa, OK 74103

(918) 549-7637

Siviq Scores

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

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.15x

Higher debt load relative to revenue than 40% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

18th percentile

$85,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

66th percentile

6.5%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

65%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$22,499,266

Up $1,364,023 (+6.5%) from 2017

Net Assets

Up

$22,133,208

Up $1,817,639 (+8.9%) from 2017

Liabilities

Down

$366,058

Down $453,616 (-55%) from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin92nd percentile

Revenue

Up

$2,399,639

Up $948,626 (+65%) from 2017

Expenses

Down

$1,115,027

Down $8,269,976 (-88%) from 2017

Net Income

Up

$1,284,612

Up $9,218,602 (+116%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2018

Assets$22,499,266
Liabilities$366,058
Net Assets$22,133,208
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$2,399,639
Expenses$1,115,027
Net Income$1,284,612
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$6,568,985
Mission and Program Overview

Mission

To benefit the Tulsa City County Library System (TCCL)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,109,765$20,485,546▲ $3,375,781
Pledges and Grants Receivable$2,454,746$1,004,000▼ $1,450,746
Investments Other Securities$817,309$873,506▲ $56,197
Cash and Non-Interest-Bearing Accounts$734,999$101,894▼ $633,105
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$21,135,243$22,499,266▲ $1,364,023
Other Assets Total$18,424$34,320▲ $15,896
Liabilities
Other Liabilities$53,212$191,364▲ $138,152
Accounts Payable and Accrued Expenses$766,462$174,694▼ $591,768
Total Liabilities$819,674$366,058▼ $453,616
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,267,332$9,982,032▲ $714,700
Permanently Rstr Net Assets$7,383,430$7,383,430→ $0
Unrestricted Net Assets$3,664,807$4,767,746▲ $1,102,939
Total Net Assets Fund Balance$20,315,569$22,133,208▲ $1,817,639
Total Liabilities and Net Assets / Fund Balance$21,135,243$22,499,266▲ $1,364,023

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$15,362,717$46,969▲ $919,441$352,112$15,977,015
2016$14,035,997-▲ $2,042,666$715,946$15,362,717
2015$14,319,980$30,426▲ $421,466$735,875$14,035,997
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
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melissa EasterlingFinance DirectorFT$85,000$85,000

Board Members and Trustees

NameTitle
Martin NewmanPresident
Susan SavagePresident-Elect
Robin BallengerVice President
Ann Shannon CassidyMember
Annette LaFortune MurrayMember
Bonnie HenkeMember
Brianna GhosnMember
Clifton TaulbertMember
Isaac EllisMember
Jana ShouldersMember
Kathie CoyleMember
Rik HelmerichMember
Robert LaFortuneMember
Ruth NelsonMember
Shelley JacksonMember
Steven AustinMember
Paul JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,271,589
Program Service Revenue
$0
Investment Income
$1,146,059
Other Revenue
$-18,009
All Other Contributions
$1,227,599
Change in Net Assets
$1,284,612

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,465,023
Revenue Not Reported on Financial Statements
$-65,384
Revenue Not Reported on Form 990
$533,027
Other Revenue Adjustments
$-65,384
Total Revenue per Audited Statements
$2,998,050
Total Revenue per Form 990
$2,399,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$943,468
Salaries, Compensation, and Employee Benefits$156,300
Total Fundraising Expense$87,098
Grants and Similar Amounts Paid$15,259
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$42,500$42,500$85,000
Other Expenses$75,995$892-$75,995
All Other Expenses$13,209$47,244$8,948$69,401
Other Salaries and Wages-$30,312$30,312$60,624
Fees for Service Investment Mgmnt Fees$20,514$16,700-$37,214
Fees for Services Other$17,472$9,952-$27,424
Fees for Services Accounting$10,474$8,526-$19,000
Grants to Domestic Orgs$15,259--$15,259
Payroll Taxes-$5,338$5,338$10,676
Conferences and Meetings-$9,135-$9,135
Total Functional Expenses$857,330$170,599$87,098$1,115,027

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,180,411
Expenses per Audited Statements$1,115,027
Total Expenses per Form 990$1,115,027
Expenses Not Reported on Form 990$65,384
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tulsa City-County LibraryTulsa, OKExempt Gov'tRenovation of TCCL / gen support$15,259
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$65,384
Fundraising Gross Income$47,375
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
P Helmerich Distinguished Author Dinner$67,110$44,085$8,180$35,905
Literacy - Chapters Event$24,255$3,290$2,795$495
Total Events$91,365$47,375$65,384$-18,009
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to TCCL$191,364
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, Line 11B: Form 990 Review Process

“The Finance Committee reviewed the Form 990 in detail and then the 990 is distributed to the full Board of Trustees for their review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Trust Board signs the conflict of interest disclosure form each year at its annual meeting.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“These documents are provided upon request from the public.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies, and financial statements are provided upon request from the public.”

Filing and Contact Details

Filer

Filer Name
Tulsa Library Trust
EIN
51-0165881
Phone
9185497637
Address
400 Civic Center, Tulsa, OK 74103

Signing Officer

Name
Paul Johnson
Title
Treasurer
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin Newman
Formed
1972
Legal Domicile
Ok
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
800

Preparer

Firm
Conklin Gilpin & Wertz PLLC
Address
2738 E 51st Street Ste 370, Tulsa, OK 74105-6285
Preparer
Taylor D Gilpin
Phone
9187490921
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Supporting TCCL'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 and ESL Salary Support2) Literacy Tutor Support3) TCCL Staff Support4) TCCL/TLT Volunteer Recognition5) Library Landscaping6) Materials Purchases (Books, Recorded Materials, Digital Materials, Give-away Books)7) Branch Programming for all ages (Infants, Preschool through High School, Young Adult and Adult)8) Bookmobile and Outreach Programming9) Resource Center Programs (African American, Hispanic, American Indian and Genealogy)10) Young People's Creative Writing Contest11) Any Given Child Program12) Miscellaneous TCCL Support in areas of Marketing, Printing, and Training”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Donor provided endowment funds are designated for various enrichment, educational programs, property maintenance, and special projects. The Trust normally distributes approximately 4.5% of the endowment funds and periodically reviews returns and spending policies to ensure consistency with the long term objectives of the Trust.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Cost of special events $65384”

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IRS990/OtherExpensesGrp/Desc2First Books / Giveaway Books
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IRS990/OtherExpensesGrp/ProgramServicesAmt1168095
IRS990/OtherExpensesGrp/ProgramServicesAmt298590
IRS990/OtherExpensesGrp/ProgramServicesAmt375995
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IRS990/ProgSrvcAccomActy2Grp/Desc0TCCL's summer library reading program for children, young adults and adults, sponsored by the Tulsa Library Trust. The program helps set summer reading goals for its participants. Participants receive prizes for reaching these goals. Numerous events and activities are held at branches throughout the summer to promote reading. Approximately 51,000 people sign up for the program, and approximately 46% of the participants complete the program/achieve the set reading goal.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Author programs: The Tulsa Library Trust supports literacy and reading by providing funding for author awards and support for numerous author programs at TCCL. The awards given by the Tulsa Library Trust include:-The Helmerich Distinguished Author Award, the Anne V. Zarrow Award for Young Readers, the Sankofa Freedom Award honoring an African American writer, the American Indian Writers Award, and the Books to Treasure Illustrator Award.-Teen Read Month which includes presentations by nationally known young adult/graphic novel authors, the One Book One Tulsa and Chapters events for nationally known authors, and numerous smaller branch programs featuring local and regional authors.
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,499,266
Liabilities
$366,058
Net assets
$22,133,208
Revenue
$2,399,639
Expenses
$1,115,027
Net income
$1,284,612
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