Civic Intelligence

Tulsa Library Trust

990 • Fiscal year 2019 • EIN 51-0165881

Jul 01, 2018 to Jun 30, 2019 • Filed on May 08, 2020

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

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.11x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

9th percentile

-24%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

19th percentile

$89,267

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

19th percentile

-3.5%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-25%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$21,718,599

Down $780,667 (-3.5%) from 2018

Net Assets

Down

$21,521,921

Down $611,287 (-2.8%) from 2018

Liabilities

Down

$196,678

Down $169,380 (-46%) from 2018

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin9th percentile

Revenue

Down

$1,798,787

Down $600,852 (-25%) from 2018

Expenses

Up

$2,233,194

Up $1,118,167 (+100%) from 2018

Net Income

Down

-$434,407

Down $1,719,019 (-134%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2019

Assets$21,718,599
Liabilities$196,678
Net Assets$21,521,921
Open 2019 Filing

Operations Trend

Revenue Growth11th 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

2019

Revenue$1,798,787
Expenses$2,233,194
Net Income-$434,407
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 8, 2020
Return Version
2018v3.1
Gross Receipts
$5,241,139
Mission and Program Overview

Mission

To benefit the Tulsa City County Library System (TCCL)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,485,546$20,654,052▲ $168,506
Investments Other Securities$873,506$899,978▲ $26,472
Pledges and Grants Receivable$1,004,000$98,001▼ $905,999
Cash and Non-Interest-Bearing Accounts$101,894$40,079▼ $61,815
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$22,499,266$21,718,599▼ $780,667
Other Assets Total$34,320$26,489▼ $7,831
Liabilities
Other Liabilities$191,364$152,599▼ $38,765
Accounts Payable and Accrued Expenses$174,694$44,079▼ $130,615
Total Liabilities$366,058$196,678▼ $169,380
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,982,032$8,420,128▼ $1,561,904
Unrestricted Net Assets$4,767,746$7,431,000▲ $2,663,254
Permanently Rstr Net Assets$7,383,430$5,670,793▼ $1,712,637
Total Net Assets Fund Balance$22,133,208$21,521,921▼ $611,287
Total Liabilities and Net Assets / Fund Balance$22,499,266$21,718,599▼ $780,667

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$10,612,974$301,821▲ $625,130$595,079$10,944,846
2017$15,362,717$46,969▲ $919,441$5,716,153$10,612,974
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
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melissa EasterlingFinance DirectorFT$89,267$89,267
Shawn CrawfordFormer E.D.FT$53,097$53,097

Board Members and Trustees

NameTitle
Martin NewmanPresident
Susan SavagePresident-Elect
Robin BallengerVice President
Annette LaFortune MurrayMember
Bonnie HenkeMember
Brianna GhosnMember
Clifton TaulbertMember
Isaac EllisMember
Steven AustinMember
Paul JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$470,161
Program Service Revenue
$0
Investment Income
$1,349,527
Other Revenue
$-20,901
All Other Contributions
$434,936
Change in Net Assets
$-434,407

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,869,488
Revenue Not Reported on Financial Statements
$-70,701
Revenue Not Reported on Form 990
$-176,880
Other Revenue Adjustments
$-70,701
Total Revenue per Audited Statements
$1,692,608
Total Revenue per Form 990
$1,798,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$981,428
Other Expenses$975,404
Salaries, Compensation, and Employee Benefits$276,362
Total Fundraising Expense$145,375
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$979,428--$979,428
All Other Expenses$385,093$25,710$7,194$417,997
Current Officers, Directors, Trustees, and Key Employees-$71,183$71,181$142,364
Other Expenses$96,611$2,145-$96,611
Other Salaries and Wages-$47,954$47,956$95,910
Fees for Services Other$12,023$11,366-$23,389
Other Employee Benefits-$10,016$10,016$20,032
Payroll Taxes-$9,028$9,028$18,056
Conferences and Meetings$9,881$1,205-$11,086
Grants to Domestic Individuals$2,000--$2,000
Total Functional Expenses$1,909,212$178,607$145,375$2,233,194

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,303,895
Expenses per Audited Statements$2,233,194
Total Expenses per Form 990$2,233,194
Expenses Not Reported on Form 990$70,701
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tulsa City-County LibraryTulsa, OK-Renovation of TCCL / gen support$979,428
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$70,701
Fundraising Gross Income$49,800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
P Helmerich Distinguished Author Dinner$66,225$46,500$8,628$37,872
Literacy - Chapters Event$18,800$3,300$1,141$2,159
Total Events$85,025$49,800$70,701$-20,901
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$152,599
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
2020-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin Newman
Formed
1972
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
10
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”

Form 990, Part IX, Line 24E: Other Expenses

“Cost of special events: Column (A) - Total = $-70701; Column (B) - Program Services = $-70701; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Employee Recognition: Column (A) - Total = $26471; Column (B) - Program Services = $23465; Column (C) - Management & General = $0; Column (D) - Fundraising = $3006”

Form 990, Part IX, Line 24E: Other Expenses

“First Books / Giveaway Books: Column (A) - Total = $91383; Column (B) - Program Services = $91383; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Miscellaneous: Column (A) - Total = $24007; Column (B) - Program Services = $9050; Column (C) - Management & General = $14957; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Printing and Publications: Column (A) - Total = $81904; Column (B) - Program Services = $77716; Column (C) - Management & General = $0; Column (D) - Fundraising = $4188”

Form 990, Part IX, Line 24E: Other Expenses

“Prizes: Column (A) - Total = $90444; Column (B) - Program Services = $90444; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Scholarships and awards: Column (A) - Total = $75225; Column (B) - Program Services = $75225; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Software and Support: Column (A) - Total = $12585; Column (B) - Program Services = $1832; Column (C) - Management & General = $10753; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TCCL Contract and Consulting: Column (A) - Total = $86679; Column (B) - Program Services = $86679; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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 $70701”

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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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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,718,599
Liabilities
$196,678
Net assets
$21,521,921
Revenue
$1,798,787
Expenses
$2,233,194
Net income
-$434,407
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