Civic Intelligence

Tulsa Opera Endowment Trust

990 • Fiscal year 2021 • EIN 73-1214668

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

72nd percentile

24%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

91%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,639,729

Up $897,898 (+24%) from 2020

Net Assets

Up

$4,639,729

Up $897,898 (+24%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$515,576

Up $245,039 (+91%) from 2020

Expenses

Up

$20,662

Up $1,875 (+10.0%) from 2020

Net Income

Up

$494,914

Up $243,164 (+97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2021

Assets$4,639,729
Liabilities$0
Net Assets$4,639,729
Open 2021 Filing

Operations Trend

Revenue Growth86th 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

2021

Revenue$515,576
Expenses$20,662
Net Income$494,914
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$1,662,540
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$3,555,388$4,412,156▲ $856,768
Savings and Temporary Cash Investments$186,443$227,573▲ $41,130
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$3,741,831$4,639,729▲ $897,898
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,274,322$3,027,154▲ $752,832
Net Assets With Donor Restrictions$1,467,509$1,612,575▲ $145,066
Total Net Assets Fund Balance$3,741,831$4,639,729▲ $897,898
Total Liabilities and Net Assets / Fund Balance$3,741,831$4,639,729▲ $897,898
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$157,173
Program Service Revenue
$0
Investment Income
$358,403
Other Revenue
$0
Change in Net Assets
$494,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,662
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-$20,662-$20,662
Total Functional Expenses$0$20,662$0$20,662
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
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, 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
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Ok
Voting Board Members
26
Independent Board Members
26
Employees
0
Volunteers
75

Preparer

Firm
Morse & Co PLLC
Address
5121 S Wheeling Ave Ste 200, Tulsa, OK 74105
Preparer
Jason Cobb
Phone
9187491040
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transfers to Tulsa Opera, Inc. = -$309269”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in Accrued Income = -$1156”

Raw XML Appendix384 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/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. = -$309269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Change in Accrued Income = -$1156
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To further the appreciation of music
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
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/InvolvedAmt0309269
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1157173
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Investments
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Tulsa Opera Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Tulsa Opera Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1s
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03741831
IRS990/TotalAssetsEOYAmt04639729
IRS990/TotalAssetsGrp/BOYAmt03741831
IRS990/TotalAssetsGrp/EOYAmt04639729
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0157173
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020662
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt020662
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03741831
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04639729
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0358403
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0515576
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03741831
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04639729
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01610 S Boulder
IRS990/USAddress/CityNm0Tulsa
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074119
IRS990/VotingMembersGoverningBodyCnt026
IRS990/VotingMembersIndependentCnt026
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ken McConnell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CAO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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 S Wheeling Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074105
ReturnHeader/PreparerPersonGrp/PhoneNum09187491040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jason Cobb
ReturnHeader/ReturnTs02022-05-16T14:10:38-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ken
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McConnell
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,639,729
Liabilities
$0
Net assets
$4,639,729
Revenue
$515,576
Expenses
$20,662
Net income
$494,914
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