Civic Intelligence

Tulsa Opera Endowment Trust

990 • Fiscal year 2018 • EIN 73-1214668

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

Organization ProfileN/A
1610 S BoulderTulsa, OK 74119

(918) 398-8192

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,763,462

Up $83,943 (+2.3%) from 2017

Net Assets

Up

$3,763,462

Up $83,943 (+2.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

Down

$177,990

Down $79,562 (-31%) from 2017

Expenses

Up

$18,774

Up $794 (+4.4%) from 2017

Net Income

Down

$159,216

Down $80,356 (-34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2018

Assets$3,763,462
Liabilities$0
Net Assets$3,763,462
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

2018

Revenue$177,990
Expenses$18,774
Net Income$159,216
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
$1,004,672
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,600,031$3,626,942▲ $26,911
Cash and Non-Interest-Bearing Accounts$79,488$136,520▲ $57,032
Savings and Temporary Cash Investments-$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$3,679,519$3,763,462▲ $83,943
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,066,944$2,150,887▲ $83,943
Permanently Rstr Net Assets$1,612,575$1,612,575→ $0
Total Net Assets Fund Balance$3,679,519$3,763,462▲ $83,943
Total Liabilities and Net Assets / Fund Balance$3,679,519$3,763,462▲ $83,943
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Scott FilstrupChairman
Franklin MillerMember
Kate DavisMember
Mark WeathersMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$177,990
Other Revenue
$0
Change in Net Assets
$159,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,774
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-$18,774-$18,774
Total Functional Expenses$0$18,774$0$18,774
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
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

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

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

“The organization makes this information available upon request, conflict of interest policy and financial statements available to the public upon 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
Ken McConnell
Title
CAO
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Ok
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Morse & Co PLLC
Address
5121 South Wheeling Avenue Suite 20, Tulsa, OK 74105-6421
Preparer
Tim L Roberts CPA
Phone
9187491040
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfers to Tulsa Opera, Inc. (Invest rollforward) = -$167002”

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.

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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 available upon request, conflict of interest policy and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Transfers to Tulsa Opera, Inc. (Invest rollforward) = -$167002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01610 S Boulder
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Tulsa
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074119
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0167002
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Tulsa Opera Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03679519
IRS990/TotalAssetsEOYAmt03763462
IRS990/TotalAssetsGrp/BOYAmt03679519
IRS990/TotalAssetsGrp/EOYAmt03763462
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018774
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt018774
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03679519
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03763462
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0177990
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0177990
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03679519
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03763462
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02066944
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02150887
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ken McConnell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CAO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tulsa Opera Endowment Trust
ReturnHeader/Filer/BusinessNameControlTxt0TULS
ReturnHeader/Filer/EIN0731214668
ReturnHeader/Filer/PhoneNum09183988192
ReturnHeader/Filer/USAddress/AddressLine1Txt01610 S Boulder
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453705962
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morse & Co PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05121 South Wheeling Avenue Suite 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741056421
ReturnHeader/PreparerPersonGrp/PhoneNum09187491040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tim L Roberts CPA
ReturnHeader/ReturnTs02019-05-15T11:53:21-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,763,462
Liabilities
$0
Net assets
$3,763,462
Revenue
$177,990
Expenses
$18,774
Net income
$159,216
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