Civic Intelligence

Tulsa Opera Endowment Trust

990 • Fiscal year 2023 • EIN 73-1214668

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 23, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

14th percentile

-9.0%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$3,507,681

Down $348,789 (-9.0%) from 2022

Net Assets

Down

$3,507,681

Down $348,789 (-9.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

Down

$65,306

Down $224,189 (-77%) from 2022

Expenses

Down

$18,070

Down $4,991 (-22%) from 2022

Net Income

Down

$47,236

Down $219,198 (-82%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2023

Assets$3,507,681
Liabilities$0
Net Assets$3,507,681
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$65,306
Expenses$18,070
Net Income$47,236
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 23, 2024
Return Version
2022v5.0
Gross Receipts
$1,210,180
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
Investments in Publicly Traded Securities$3,419,217$3,333,317▼ $85,900
Savings and Temporary Cash Investments$437,253$174,364▼ $262,889
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$3,856,470$3,507,681▼ $348,789
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,243,895$1,895,106▼ $348,789
Net Assets With Donor Restrictions$1,612,575$1,612,575→ $0
Total Net Assets Fund Balance$3,856,470$3,507,681▼ $348,789
Total Liabilities and Net Assets / Fund Balance$3,856,470$3,507,681▼ $348,789
Compensation and Service Providers
Top Officer Pay39th percentile

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
$65,306
Other Revenue
$0
Change in Net Assets
$47,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,070
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-$18,070-$18,070
Total Functional Expenses$0$18,070$0$18,070
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
2024-08-23
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 = $1300”

Form 990, Part XI, Line 9

“Non Cash Asset Changes = -$1695”

Form 990, Part XI, Line 9

“Transfers to Tulsa Opera, Inc = -$419797”

Raw XML Appendix376 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 INCLUDING CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON REQUEST.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TULSA
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LORI DECTER WRIGHT
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ReturnHeader/Filer/EIN0731214668
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202739052
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ReturnHeader/ReturnTs02024-08-23T13:15:54-07:00
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,507,681
Liabilities
$0
Net assets
$3,507,681
Revenue
$65,306
Expenses
$18,070
Net income
$47,236
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