Civic Intelligence

Tulsa Opera Endowment Trust

990 • Fiscal year 2010 • EIN 73-1214668

Jul 01, 2009 to Jun 30, 2010 • Filed on Mar 11, 2011

Organization ProfileN/A
1515 S UTICA No 20074104
Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2010 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$1,767,898

No earlier filing loaded for comparison.

Net Assets

$1,752,222

No earlier filing loaded for comparison.

Liabilities

$15,676

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$120,760

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2010

Assets$1,767,898
Liabilities$15,676
Net Assets$1,752,222
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2010

Revenue-
Expenses$120,760
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Mar 11, 2011
Return Version
2009v1.7
Gross Receipts
$312,478
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
73-1214668
Raw XML Appendix269 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/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO OPERATE AS AN ENDOWMENT FUND FOR THE BENEFIT OF TULSA OPERA, INC.,A CHARITABLE ORGANIZATION.
IRS990/AddressPrincipalOfficerUS/AddressLine101610 S BOULDER
IRS990/AddressPrincipalOfficerUS/City0TULSA
IRS990/AddressPrincipalOfficerUS/State0OK
IRS990/AddressPrincipalOfficerUS/ZIPCode074119
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IRS990/MoreThan5000KToIndividuals00
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IRS990/NameOfPrincipalOfficerPerson0ANDREA MCNEIL
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IRS990/NonDeductibleContributions00
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IRS990/OtherExpenses/Description0FOREIGN TAXES
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IRS990ScheduleD/InvestmentsProgramRelated/BookValue01643670
IRS990ScheduleD/InvestmentsProgramRelated/Description0INVESTMENTS
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IRS990ScheduleI/RecipientTable/AmountOfCashGrant0108091
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IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10TULSA OPERA INC
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IRS990ScheduleO/GeneralExplanation/Explanation0The relationshp is one married couple that attends Board meetings. One spouse is a Board member and the other is the Board Secretary.
IRS990ScheduleO/GeneralExplanation/Explanation1Donors are considered "members" and are invited to the Annual Meetings.
IRS990ScheduleO/GeneralExplanation/Explanation2The organization has members, stockholders, or other persons who may elect one or more members of the governing body.
IRS990ScheduleO/GeneralExplanation/Explanation3990 was reviewed by the Finance Committee and made available to the Board for review, before filing.
IRS990ScheduleO/GeneralExplanation/Explanation4PRIOR TO EACH BOARD MEETING MEMBERS MUST COMPLETE AND SIGN CONFLICT OF INTEREST FORMS.
IRS990ScheduleO/GeneralExplanation/Explanation5The Personnel Committee conducts reviews, documents its work, and makes recommendations for the compensation in a written report to the organization President, who executes employment contracts for the Executive Director and Artistic Director with the approval of the Board.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION MAKES THIS INFORMATION AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation7ARVEST ASSET MANAGEMENT - 1515 S UTICA, STE 200, TULSA, OK 74104.
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IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Section B, line 12
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0731214668
ReturnHeader/Filer/Name/BusinessNameLine10THE TULSA OPERA ENDOWMENT TRUST I
ReturnHeader/Filer/Name/BusinessNameLine20CO ARVEST ASSET MANAGEMENT
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ReturnHeader/Officer/DateSigned02011-03-11
ReturnHeader/Officer/Name0KATHY DICK
ReturnHeader/Officer/Phone09185824035
ReturnHeader/Officer/Title0DIRECTOR OF FINANCE
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode074136
ReturnHeader/Preparer/Name0STEVEN E MILAM
ReturnHeader/Preparer/Phone09184932002
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02009-07-01
ReturnHeader/TaxPeriodEndDate02010-06-30
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-03-15T13:06:56-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,767,898
Liabilities
$15,676
Net assets
$1,752,222
Revenue
-
Expenses
$120,760
Net income
-
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