Civic Intelligence

Barthelmes Conservatory Inc.

990 • Fiscal year 2024 • EIN 73-1618015

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 13, 2025

610 S Main St Ste 300Tulsa, OK 74119

(918) 794-0330

Siviq Scores

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

Liabilities / Assets

99th percentile

5.40x

Higher debt load relative to assets than 99% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.79x

Higher debt load relative to revenue than 91% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

7th percentile

-44%

Higher net margin than 7% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

1st percentile

-89%

Faster asset growth than 1% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$83,989

Down $706,696 (-89%) from 2023

Net Assets

Down

-$369,597

Down $207,749 (-128%) from 2023

Liabilities

Down

$453,586

Down $498,947 (-52%) from 2023

Revenue

Down

$571,055

Down $276,278 (-33%) from 2023

Expenses

Up

$822,247

Up $40,242 (+5.1%) from 2023

Net Income

Down

-$251,192

Down $316,520 (-485%) from 2023

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2011: $177,985Liabilities 2011: -$343Net Assets 2011: $178,3282011Assets 2012: $153,345Liabilities 2012: $4,807Net Assets 2012: $148,5382012Assets 2013: $150,298Liabilities 2013: $5,287Net Assets 2013: $145,0112013Assets 2014: $251,508Liabilities 2014: $2,716Net Assets 2014: $248,7922014Assets 2015: $211,320Liabilities 2015: $0Net Assets 2015: $211,3202015Assets 2016: $99,165Liabilities 2016: $30,518Net Assets 2016: $68,6472016Assets 2017: $93,156Liabilities 2017: $26,933Net Assets 2017: $66,2232017Assets 2018: $67,396Liabilities 2018: $12,789Net Assets 2018: $54,6072018Assets 2019: $78,363Liabilities 2019: $41,753Net Assets 2019: $36,6102019Assets 2020: $190,697Liabilities 2020: $223,507Net Assets 2020: -$32,8102020Assets 2021: $89,068Liabilities 2021: $212,638Net Assets 2021: -$123,5702021Assets 2022: $226,346Liabilities 2022: $445,948Net Assets 2022: -$219,6022022Assets 2023: $790,685Liabilities 2023: $952,533Net Assets 2023: -$161,8482023Assets 2024: $83,989Liabilities 2024: $453,586Net Assets 2024: -$369,5972024Assets 2025: $37,944Net Assets 2025: $02025

Highlighted filing

2024

Assets$83,989
Liabilities$453,586
Net Assets-$369,597

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $468,529Expenses 2011: $436,504Net Income 2011: $32,0252011Revenue 2012: $637,232Expenses 2012: $666,171Net Income 2012: -$28,9392012Revenue 2013: $595,198Expenses 2013: $598,725Net Income 2013: -$3,5272013Revenue 2014: $651,984Expenses 2014: $551,003Net Income 2014: $100,9812014Revenue 2015: $655,341Expenses 2015: $692,813Net Income 2015: -$37,4722015Revenue 2016: $572,975Expenses 2016: $715,648Net Income 2016: -$142,6732016Revenue 2017: $601,844Expenses 2017: $604,268Net Income 2017: -$2,4242017Revenue 2018: $556,371Expenses 2018: $567,987Net Income 2018: -$11,6162018Revenue 2019: $509,544Expenses 2019: $526,893Net Income 2019: -$17,3492019Revenue 2020: $457,800Expenses 2020: $527,220Net Income 2020: -$69,4202020Revenue 2021: $482,694Expenses 2021: $573,454Net Income 2021: -$90,7602021Revenue 2022: $568,241Expenses 2022: $664,273Net Income 2022: -$96,0322022Revenue 2023: $847,333Expenses 2023: $782,005Net Income 2023: $65,3282023Revenue 2024: $571,055Expenses 2024: $822,247Net Income 2024: -$251,1922024Revenue 2025: $02025

Highlighted filing

2024

Revenue$571,055
Expenses$822,247
Net Income-$251,192
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 13, 2025
Return Version
2023v6.0
Gross Receipts
$571,055
Mission and Program Overview

Mission

Exceptional music education for all ages

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$187,921$46,045▼ $141,876
Land, Buildings, and Equipment, Net$86,923$37,944▼ $48,979
Accounts Receivable$5,711$0▼ $5,711
Prepaid Expenses and Deferred Charges$1,181$0▼ $1,181
Savings and Temporary Cash Investments-$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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Other Assets Total$508,949$0▼ $508,949
Total Assets$790,685$83,989▼ $706,696
Liabilities
Unsecured Notes Loans Payable$829,670$450,100▼ $379,570
Accounts Payable and Accrued Expenses$122,863$3,486▼ $119,377
Total Liabilities$952,533$453,586▼ $498,947
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-161,848$-369,597▼ $207,749
Total Net Assets Fund Balance$-161,848$-369,597▼ $207,749
Total Liabilities and Net Assets / Fund Balance$790,685$83,989▼ $706,696

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$37,944$202,631$240,575
Compensation and Service Providers

Board Members and Trustees

NameTitle
Linda Sullivan DOPresident
Deborah BrightDirector
Joseph HullDirector
Maureen BrownDirector
Merton HuffDirector
Shannon WestSec & Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$420,380
Program Service Revenue
$150,511
Investment Income
$164
Other Revenue
$0
All Other Contributions
$420,380
Change in Net Assets
$-251,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$447,463
Salaries, Compensation, and Employee Benefits$374,784
Total Fundraising Expense$8,919
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$192,601$140,009-$332,610
Occupancy$139,170--$139,170
Depreciation Depletion$58,049$31,257-$89,306
Fees for Services Other$28,230$29,695-$57,925
Payroll Taxes$24,421$17,753-$42,174
Insurance-$32,333-$32,333
Interest-$23,964-$23,964
Office Expenses-$21,797-$21,797
Fees for Services Accounting-$16,259-$16,259
All Other Expenses$8,878$5,992-$14,870
Advertising$9,068--$9,068
Other Expenses$5,419$4,814$8,919$5,419
Travel$714--$714
Total Functional Expenses$489,455$323,873$8,919$822,247
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
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

After preliminary review by the Executive Director, all board members receive a draft copy of the complete form 990 and all applicable schedules for review prior to filing the return.

Form 990, Part VI, Section B, Line 12C

Once per year and upon the addition of new board members, board members are asked to review and sign a written policy on conflict of interests. All contracts, payments, and fiscal actions of the Conservatory are reviiewed monthly by the Executive Director and the President of the board.

Form 990, Part VI, Section B, Line 15A

Compensation for the Executive Director is determined by a survey of organizations in the region of comparable size, annual budget, number of employees, and comparable to the regional average.

Form 990, Part VI, Section C, Line 19

Available upon request

Filing and Contact Details

Filer

Filer Name
Barthelmes Conservatory Inc
EIN
73-1618015
Phone
9187940330
Address
610 S Main St Ste 300, Tulsa, OK 74119

Signing Officer

Name
Linda Sullivan DO
Title
President
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Sullivan DO
Formed
2001
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
35

Preparer

Firm
Conklin Gilpin & Wertz PLLC
Address
2738 E 51st Street Ste 370, Tulsa, OK 74105
Preparer
Taylor D Gilpin
Phone
9187490921
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt037944
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0202631
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0240575
IRS990ScheduleD/TotalBookValueLandBuildingsAmt037944
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Barthelmes Conservatory's nondiscrimination policy is displayed on the registration forms and on the school website.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1The Barthelmes Conservatory has received funds from the Oklahoma Arts Council in prior years and the current year.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0After preliminary review by the Executive Director, all board members receive a draft copy of the complete form 990 and all applicable schedules for review prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Once per year and upon the addition of new board members, board members are asked to review and sign a written policy on conflict of interests. All contracts, payments, and fiscal actions of the Conservatory are reviiewed monthly by the Executive Director and the President of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation for the Executive Director is determined by a survey of organizations in the region of comparable size, annual budget, number of employees, and comparable to the regional average.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0790685
IRS990/TotalAssetsEOYAmt083989
IRS990/TotalAssetsGrp/BOYAmt0790685
IRS990/TotalAssetsGrp/EOYAmt083989
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0420380
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08919
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0323873
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0489455
IRS990/TotalFunctionalExpensesGrp/TotalAmt0822247
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0952533
IRS990/TotalLiabilitiesEOYAmt0453586
IRS990/TotalLiabilitiesGrp/BOYAmt0952533
IRS990/TotalLiabilitiesGrp/EOYAmt0453586
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-161848
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-369597
IRS990/TotalProgramServiceExpensesAmt0489455
IRS990/TotalProgramServiceRevenueAmt0150511
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0150675
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0571055
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0790685
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt083989
IRS990/TravelGrp/ProgramServicesAmt0714
IRS990/TravelGrp/TotalAmt0714
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0829670
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0450100
IRS990/USAddress/AddressLine1Txt0610 S Main St Ste 300
IRS990/USAddress/CityNm0Tulsa
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074119
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.thebart.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Sullivan DO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barthelmes Conservatory Inc
ReturnHeader/Filer/BusinessNameControlTxt0BART
ReturnHeader/Filer/EIN0731618015
ReturnHeader/Filer/PhoneNum09187940330
ReturnHeader/Filer/USAddress/AddressLine1Txt0610 S Main St Ste 300
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074119
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271439588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Conklin Gilpin & Wertz PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02738 E 51st Street Ste 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074105
ReturnHeader/PreparerPersonGrp/PhoneNum09187490921
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Taylor D Gilpin
ReturnHeader/ReturnTs02025-11-13T14:00:11-08:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.00
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$4.54$3.70$5.71$8.22$2.51
2023Summary only. Only limited summary data is available for this year.$7.91$9.53$1.62$8.47$7.82$0.65
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$4.46$2.20$5.68$6.64$0.96
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$2.13$1.24$4.83$5.73$0.91
2020Summary only. Only limited summary data is available for this year.$1.91$2.24$0.33$4.58$5.27$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.42$0.37$5.10$5.27$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.13$0.55$5.56$5.68$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.27$0.66$6.02$6.04$0.02
2016Summary only. Only limited summary data is available for this year.$0.99$0.31$0.69$5.73$7.16$1.43
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$6.55$6.93$0.37
2014Summary only. Only limited summary data is available for this year.$2.52$0.03$2.49$6.52$5.51$1.01
2013Summary only. Only limited summary data is available for this year.$1.50$0.05$1.45$5.95$5.99$0.04
2012Summary only. Only limited summary data is available for this year.$1.53$0.05$1.49$6.37$6.66$0.29
2011Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$4.69$4.37$0.32
Peer Organizations

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