Civic Intelligence

Tulsa Historical Society

EIN 73-0795545 • 501(c)3 • Tulsa, OK

Profile

The mission of Tulsa Historical Society & Museum is to illuminate the past, enrich the present, and inspire future generations by collecting, preserving, and presenting Tulsa's history.

2445 S Peoria AveTulsa, OK 74114-1326

www.tulsahistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.06x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

27th percentile

-4.1%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

1.2%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$8,066,061

Up $96,548 (+1.2%) from 2023

Liabilities

Up

$58,655

Up $16,482 (+39%) from 2023

Net Assets

Up

$8,007,406

Up $80,066 (+1.0%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin27th percentile

Revenue

Up

$1,035,077

Up $216,796 (+26%) from 2023

Expenses

Up

$1,077,048

Up $96,280 (+9.8%) from 2023

Net Income

Up

-$41,971

Up $120,516 (+74%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $10,984,924Liabilities 2010: $0Net Assets 2010: $10,984,9242010Assets 2011: $10,598,085Liabilities 2011: $0Net Assets 2011: $10,598,0852011Assets 2012: $11,110,077Liabilities 2012: $0Net Assets 2012: $11,110,0772012Assets 2013: $10,936,994Liabilities 2013: $0Net Assets 2013: $10,936,9942013Assets 2014: $10,617,993Liabilities 2014: $0Net Assets 2014: $10,617,9932014Assets 2015: $10,150,015Liabilities 2015: $0Net Assets 2015: $10,150,0152015Assets 2016: $9,852,390Liabilities 2016: $0Net Assets 2016: $9,852,3902016Assets 2017: $9,730,572Liabilities 2017: $0Net Assets 2017: $9,730,5722017Assets 2018: $9,314,123Liabilities 2018: $0Net Assets 2018: $9,314,1232018Assets 2019: $9,088,841Liabilities 2019: $48,926Net Assets 2019: $9,039,9152019Assets 2020: $8,786,457Liabilities 2020: $25,530Net Assets 2020: $8,760,9272020Assets 2021: $8,618,832Liabilities 2021: $43,094Net Assets 2021: $8,575,7382021Assets 2022: $7,955,983Liabilities 2022: $47,804Net Assets 2022: $7,908,1792022Assets 2023: $7,969,513Liabilities 2023: $42,173Net Assets 2023: $7,927,3402023Assets 2024: $8,066,061Liabilities 2024: $58,655Net Assets 2024: $8,007,4062024

Highlighted filing

2024

Assets$8,066,061
Liabilities$58,655
Net Assets$8,007,406
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $892,0222010Expenses 2011: $939,2932011Revenue 2012: $1,411,688Expenses 2012: $963,472Net Income 2012: $448,2162012Revenue 2013: $626,080Expenses 2013: $883,836Net Income 2013: -$257,7562013Revenue 2014: $675,345Expenses 2014: $1,000,083Net Income 2014: -$324,7382014Revenue 2015: $698,258Expenses 2015: $1,031,709Net Income 2015: -$333,4512015Revenue 2016: $658,049Expenses 2016: $984,973Net Income 2016: -$326,9242016Revenue 2017: $739,472Expenses 2017: $1,006,718Net Income 2017: -$267,2462017Revenue 2018: $746,642Expenses 2018: $1,021,672Net Income 2018: -$275,0302018Revenue 2019: $561,387Expenses 2019: $995,464Net Income 2019: -$434,0772019Revenue 2020: $563,841Expenses 2020: $952,382Net Income 2020: -$388,5412020Revenue 2021: $802,922Expenses 2021: $1,036,529Net Income 2021: -$233,6072021Revenue 2022: $687,915Expenses 2022: $996,127Net Income 2022: -$308,2122022Revenue 2023: $818,281Expenses 2023: $980,768Net Income 2023: -$162,4872023Revenue 2024: $1,035,077Expenses 2024: $1,077,048Net Income 2024: -$41,9712024

Highlighted filing

2024

Revenue$1,035,077
Expenses$1,077,048
Net Income-$41,971
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,066,061
Liabilities
$58,655
Net assets
$8,007,406
Revenue
$1,035,077
Expenses
$1,077,048
Net income
-$41,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.07$0.06$8.01$1.04$1.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$7.97$0.04$7.93$0.82$0.98$0.16
2022Detailed filing. Detailed filing data is available for this year.$7.96$0.05$7.91$0.69$1.00$0.31
2021Detailed filing. Detailed filing data is available for this year.$8.62$0.04$8.58$0.80$1.04$0.23
2020Detailed filing. Detailed filing data is available for this year.$8.79$0.03$8.76$0.56$0.95$0.39
2019Detailed filing. Detailed filing data is available for this year.$9.09$0.05$9.04$0.56$1.00$0.43
2018Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.75$1.02$0.28
2017Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$0.74$1.01$0.27
2016Detailed filing. Detailed filing data is available for this year.$9.85$0.00$9.85$0.66$0.98$0.33
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.70$1.03$0.33
2014Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.68$1.00$0.32
2013Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.63$0.88$0.26
2012Summary only. Only limited summary data is available for this year.$11.1$0.00$11.1$1.41$0.96$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.00$10.6$0.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.00$11.0$0.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,225,234
Mission and Program Overview

Mission

The mission of Tulsa Historical Society & Museum is to illuminate the past, enrich the present, and inspire future generations by collecting, preserving and presenting Tulsa's history.

To collect, preserve, and present tulsa's history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,024,592$6,089,422▲ $64,830
Cash and Non-Interest-Bearing Accounts$266,298$223,420▼ $42,878
Savings and Temporary Cash Investments$214,529$216,094▲ $1,565
Pledges and Grants Receivable$187,618$98,422▼ $89,196
Prepaid Expenses and Deferred Charges$6,634$9,177▲ $2,543
Inventories for Sale or Use$7,170$8,180▲ $1,010
Total Assets$7,969,513$8,066,061▲ $96,548
Other Assets Total$1,262,672$1,421,346▲ $158,674
Liabilities
Deferred Revenue$42,173$43,274▲ $1,101
Accounts Payable and Accrued Expenses-$15,381-
Total Liabilities$42,173$58,655▲ $16,482
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,625,296$7,832,572▲ $207,276
Net Assets With Donor Restrictions$302,044$174,834▼ $127,210
Total Net Assets Fund Balance$7,927,340$8,007,406▲ $80,066
Total Liabilities and Net Assets / Fund Balance$7,969,513$8,066,061▲ $96,548

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,388,257$4,174,248$9,562,505
Land$512,251-$512,251
Equipment$31,300$446,916$478,216
Other Land Buildings$157,614-$157,614
Other Assets Org$5,938--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,262,672-▲ $212,736$60,000$1,415,408
2023$1,163,332-▲ $166,229$66,889$1,262,672
2022$1,484,274-▼ $255,656$65,286$1,163,332
2021$1,321,309-▲ $220,813$57,848$1,484,274
2020$1,203,914-▲ $174,362$56,967$1,321,309
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
David GoldenbergExecutive DirectorFT$70,000$70,000
Cray Bauxmont-flynnPresident-$18,066$18,066

Board Members and Trustees

NameTitle
Allen HoermanDirector
Barbara SmallwoodDirector
Brian InbodyDirector
Clancy SmithDirector
Dale MillsDirector
Dana BaldwinDirector
David VeitchDirector
Henry WillDirector
Jerry ParkhurstDirector
Jesse UlrichDirector
Margo MitchellDirector
Mark ThompsonDirector
Mark WollmershauserDirector
Martha King-clarkDirector
Michael HopperDirector
Mike McbrideDirector
Stephen GaweyDirector
Susan RobinettDirector
Tori LiebermanDirector
Wendell FranklinDirector
Whit ToddDirector
Daniel GomezSecretary
Paul NelsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,019,360
Program Service Revenue
$23,365
Investment Income
$74,858
Other Revenue
$-82,506
All Other Contributions
$426,731
Change in Net Assets
$-41,971

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$50,000Fair Market Value (FMV)
Total Noncash Contributions1$50,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,028,146
Revenue Not Reported on Financial Statements
$6,931
Revenue Not Reported on Form 990
$219,367
Total Revenue per Audited Statements
$1,247,513
Total Revenue per Form 990
$1,035,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$613,306
Salaries, Compensation, and Employee Benefits$463,742
Total Fundraising Expense$74,227
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$224,868$35,506$35,506$295,880
Depreciation Depletion$221,037$4,511-$225,548
Occupancy$212,658$4,340-$216,998
Current Officers, Directors, Trustees, and Key Employees$66,930$10,568$10,568$88,066
Other Employee Benefits$29,991$4,735$4,735$39,461
Office Expenses$31,973$3,147$2,043$37,163
Payroll Taxes$22,887$3,521$3,507$29,915
Fees for Services Accounting$5,520$16,561-$22,081
Advertising--$16,618$16,618
Insurance$12,215$249-$12,464
All Other Expenses$12,255$127-$12,382
Pension Plan Contributions$7,920$1,250$1,250$10,420
Information Technology$1,617$6,758-$8,375
Fees for Service Investment Mgmnt Fees-$6,931-$6,931
Other Expenses$6,384$46-$6,430
Fees for Services Other$4,613--$4,613
Travel$278$6-$284
Total Functional Expenses$904,565$98,256$74,227$1,077,048

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,167,448
Total Expenses per Form 990$1,077,048
Expenses per Audited Statements$1,070,117
Expenses Not Reported on Form 990$97,331
Expenses Not Reported on Financial Statements$6,931
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$93,822
Fundraising Gross Income$4,800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hall of Fame$394,503$4,800$90,879$-86,079
Total Events$394,503$4,800$93,822$-89,022
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Cray Bauxmont-flynnBoard MemberCompensation as Interim Executive DirectorNo$18,066
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 A, Line 6

“Line 6 explanation - voting members include members that pay annual dues to the organization.”

Form 990, Part VI, Section A, Line 7A

“Line 7a explanation - the organization has members who vote on board membership at an annual meeting. Membership is determined by payment of a $35 annual fee.”

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - the board treasurer and executive director review the draft of form 990 and reports to the board of directors.”

Form 990, Part VI, Section B, Line 15

“The executive committee annually reviews compensation levels considering local market factors, competitive forces, general inflationary changes, employee performance, and thsm's fiscal position in connection with pay adjustments.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request. Financial statements are available at the annual membership meeting.”

Filing and Contact Details

Filer

Filer Name
Tulsa Historical Society
EIN
73-0795545
Phone
9187129484
Address
2445 S PEORIA AVE, TULSA, OK 74114-1326

Signing Officer

Name
David Goldenberg
Title
Executive Director
Phone
9187129484
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Goldenberg
Formed
1963
Legal Domicile
Ok
Voting Board Members
21
Independent Board Members
21
Employees
10
Volunteers
36

Preparer

Firm
Morse & Co Pllc
Address
6060 S AMERICAN PL ST E, TULSA, OK 74135-4351
Preparer
Jason T Cobb
Phone
9187491040
Supplemental Narrative

Additional Explanations

Line 8

“Collections the collections, which were acquired through purchases (tulsa four and beryl ford collection) and contributions since thsmb”

Financial Statement Notes

PART III, LINE 1A:

“The collections, which were acquired through purchases (tulsa four and beryl ford collection) and contributions since ths's inception, are not recognized as assets in the statements of financial position. Purchases of collection items are recorded as decreases in net assets without donor restrictions in the year in which the items are acquired, or net assets with donor restrictions (bobbye potter purchase of art deco items) if the assets used to purchase the items are restricted by donors. Contributed collection items are not reflected on the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes. During 2024 and 2023, there were no collections acquired.”

PART III, LINE 4:

“The collection is used to support public exhibits, for research, for preservation for future generations and for loan or exchange with other museums.”

PART V, LINE 4:

“Tulsa community foundation holds and manages a fund for ths. A distribution is offered to ths each year to be used for general operations.”

PART X, LINE 2:

“The society has adopted the provisions of fasb accounting standards codification topic asc 740-10 (previously financial interpretation no. 48, accounting for uncertainty in income taxes.) the implementation of this standard had no impact on the financial statements. As of both the date of adoption and as of december 31, 2024, the unrecognized tax benefit accrual was zero.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event exp. Netted in part viii 93,822. Rental expenses - netted in part viii cost of merchandise sales 3,506.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of merchandise sales 3,506. Rental expense netted in part viii special event exp. Netted in part viii 93,825.”

Raw XML AppendixShowing 400 of 707 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/Form990PartVIISectionAGrp/PersonNm2WENDELL FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN GAWEY
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5ALLEN HOERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL HOPPER
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IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm14JERRY PARKHURST
IRS990/Form990PartVIISectionAGrp/PersonNm15SUSAN ROBINETT
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IRS990/Form990PartVIISectionAGrp/PersonNm22HENRY WILL
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE MISSION OF TULSA HISTORICAL SOCIETY & MUSEUM IS TO ILLUMINATE THE PAST, ENRICH THE PRESENT, AND INSPIRE FUTURE GENERATIONS BY COLLECTING, PRESERVING, AND PRESENTING TULSA'S HISTORY.
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MUSEUM ADMISSION

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