Civic Intelligence

Tulsa Opera Endowment Trust

EIN 73-1214668 • 501(c)3 • Tulsa, OK

Profile

To operate as an endowmend fund for the benefit of tulsa opera, inc., a charitable organization.

1610 S BoulderTulsa, OK 74119

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $1M-$5M 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

17th percentile

-8.0%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

248%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$3,225,785

Down $281,896 (-8.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,225,785

Down $281,896 (-8.0%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

Up

$227,159

Up $161,853 (+248%) from 2023

Expenses

Down

$17,142

Down $928 (-5.1%) from 2023

Net Income

Up

$210,017

Up $162,781 (+345%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,767,898Liabilities 2010: $15,676Net Assets 2010: $1,752,2222010Assets 2011: $1,693,481Liabilities 2011: $0Net Assets 2011: $1,693,4812011Assets 2012: $1,910,131Liabilities 2012: $76,926Net Assets 2012: $1,833,2052012Assets 2014: $2,556,534Liabilities 2014: $0Net Assets 2014: $2,556,5342014Assets 2015: $2,607,359Liabilities 2015: $0Net Assets 2015: $2,607,3592015Assets 2016: $3,470,075Liabilities 2016: $0Net Assets 2016: $3,470,0752016Assets 2017: $3,679,519Liabilities 2017: $0Net Assets 2017: $3,679,5192017Assets 2018: $3,763,462Liabilities 2018: $0Net Assets 2018: $3,763,4622018Assets 2019: $3,793,719Liabilities 2019: $0Net Assets 2019: $3,793,7192019Assets 2020: $3,741,831Liabilities 2020: $0Net Assets 2020: $3,741,8312020Assets 2021: $4,639,729Liabilities 2021: $0Net Assets 2021: $4,639,7292021Assets 2022: $3,856,470Liabilities 2022: $0Net Assets 2022: $3,856,4702022Assets 2023: $3,507,681Liabilities 2023: $0Net Assets 2023: $3,507,6812023Assets 2024: $3,225,785Liabilities 2024: $0Net Assets 2024: $3,225,7852024

Highlighted filing

2024

Assets$3,225,785
Liabilities$0
Net Assets$3,225,785
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $120,7602010Revenue 2011: $69,856Expenses 2011: $128,597Net Income 2011: -$58,7412011Expenses 2012: $59,5802012Revenue 2014: $218,778Expenses 2014: $21,957Net Income 2014: $196,8212014Revenue 2015: $227,530Expenses 2015: $174,195Net Income 2015: $53,3352015Revenue 2016: $988,219Expenses 2016: $17,474Net Income 2016: $970,7452016Revenue 2017: $257,552Expenses 2017: $17,980Net Income 2017: $239,5722017Revenue 2018: $177,990Expenses 2018: $18,774Net Income 2018: $159,2162018Revenue 2019: $402,560Expenses 2019: $18,613Net Income 2019: $383,9472019Revenue 2020: $270,537Expenses 2020: $18,787Net Income 2020: $251,7502020Revenue 2021: $515,576Expenses 2021: $20,662Net Income 2021: $494,9142021Revenue 2022: $289,495Expenses 2022: $23,061Net Income 2022: $266,4342022Revenue 2023: $65,306Expenses 2023: $18,070Net Income 2023: $47,2362023Revenue 2024: $227,159Expenses 2024: $17,142Net Income 2024: $210,0172024

Highlighted filing

2024

Revenue$227,159
Expenses$17,142
Net Income$210,017
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,225,785
Liabilities
$0
Net assets
$3,225,785
Revenue
$227,159
Expenses
$17,142
Net income
$210,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.23$0.02$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.07$0.02$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.29$0.02$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.52$0.02$0.49
2020Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.27$0.02$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.40$0.02$0.38
2018Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.18$0.02$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.26$0.02$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.99$0.02$0.97
2015Summary only. Only limited summary data is available for this year.$2.61$0.00$2.61$0.23$0.17$0.05
2014Summary only. Only limited summary data is available for this year.$2.56$0.00$2.56$0.22$0.02$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.08$1.83$0.06
2011Summary only. Only limited summary data is available for this year.$1.69$0.00$1.69$0.07$0.13$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.02$1.75$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$3,744,860
Mission and Program Overview

Mission

To operate as an Endowment Fund for the benefit of Tulsa Opera, Inc., a Charitable Organization.

To operate as an endowmend fund for the benefit of tulsa opera, inc., a charitable organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$174,364$2,690,398▲ $2,516,034
Investments in Publicly Traded Securities$3,333,317$535,387▼ $2,797,930
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$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$3,507,681$3,225,785▼ $281,896
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,895,106$1,613,210▼ $281,896
Net Assets With Donor Restrictions$1,612,575$1,612,575→ $0
Total Net Assets Fund Balance$3,507,681$3,225,785▼ $281,896
Total Liabilities and Net Assets / Fund Balance$3,507,681$3,225,785▼ $281,896
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Scott FilstrupChairman
Rolf BlomTrustee
Ronnie JobeTrustee
Steve WaltonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$227,159
Other Revenue
$0
Change in Net Assets
$210,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,142
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$17,142-$17,142
Total Functional Expenses$0$17,142$0$17,142
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“990 was reviewed by the finance committee and made available to the board for review, before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes this information including conflict of interest policy and financial statements available to the public on request.”

Filing and Contact Details

Filer

Filer Name
Tulsa Opera Endowment Trust
EIN
73-1214668
Phone
9183988192
Address
1610 S BOULDER, TULSA, OK 74119

Signing Officer

Name
Lori Decter Wright
Title
CEO
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ok
Voting Board Members
26
Independent Board Members
26
Employees
0
Volunteers
75

Preparer

Firm
Woodrum Tate & Associates PLLC
Address
321 S Boston Ste 200, Tulsa, OK 74103
Preparer
Thomas C Tate
Phone
9185844800
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in Accrued Income = $4282”

Form 990, Part XI, Line 9

“non cash asset changes = $2164”

Form 990, Part XI, Line 9

“Transfers to Tulsa Opera, Inc = -$577995”

Raw XML Appendix372 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
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IRS990/GainOrLossGrp/SecuritiesAmt0100895
IRS990/GamingActivitiesInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0577995
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TULSA OPERA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0577995
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 WAS REVIEWED BY THE FINANCE COMMITTEE AND MADE AVAILABLE TO THE BOARD FOR REVIEW, BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES THIS INFORMATION INCLUDING CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Change in Accrued Income = $4282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3non cash asset changes = $2164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Transfers to Tulsa Opera, Inc = -$577995
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03225785
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0227159
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0227159
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03507681
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03225785
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationTrustInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01610 S BOULDER
IRS990/USAddress/CityNm0TULSA
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IRS990/USAddress/ZIPCd074119
IRS990/VotingMembersGoverningBodyCnt026
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI DECTER WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TULSA OPERA ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TULS
ReturnHeader/Filer/EIN0731214668
ReturnHeader/Filer/PhoneNum09183988192
ReturnHeader/Filer/USAddress/AddressLine1Txt01610 S BOULDER
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202739052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Woodrum Tate & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321 S Boston Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074103
ReturnHeader/PreparerPersonGrp/PhoneNum09185844800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS C TATE
ReturnHeader/ReturnTs02025-05-15T13:19:23-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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