Civic Intelligence

Helmerich Tulsa Philharmonic Charitable Trust

990PF • Fiscal year 2017 • EIN 73-6218172

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 20, 2018

Organization Profile
4506 S Harvard AvenueTulsa, OK 74135

(918) 610-8080

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-3399%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$439

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 93.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-48%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$26,065

Down $15,941 (-38%) from 2016

Net Assets

$26,065

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$469

Down $425 (-48%) from 2016

Expenses

Up

$16,410

Up $3,489 (+27%) from 2016

Net Income

Down

-$15,941

Down $3,914 (-33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$60K$40K$20K$0Assets 2011: $57,145Net Assets 2011: $57,1452011Assets 2012: $58,313Liabilities 2012: $02012Assets 2013: $55,228Liabilities 2013: $02013Assets 2014: $56,064Liabilities 2014: $02014Assets 2015: $54,034Liabilities 2015: $02015Assets 2016: $42,006Liabilities 2016: $02016Assets 2017: $26,065Liabilities 2017: $0Net Assets 2017: $26,0652017Assets 2018: $23,126Liabilities 2018: $0Net Assets 2018: $23,1262018Assets 2020: $23,000Liabilities 2020: $02020Assets 2021: $22,567Liabilities 2021: $0Net Assets 2021: $22,5672021Assets 2022: $22,345Liabilities 2022: $0Net Assets 2022: $22,3452022Assets 2023: $22,130Liabilities 2023: $0Net Assets 2023: $22,1302023Assets 2024: $22,246Liabilities 2024: $0Net Assets 2024: $22,2462024

Highlighted filing

2017

Assets$26,065
Liabilities$0
Net Assets$26,065
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $2,495Expenses 2011: $1,479Net Income 2011: $1,0162011Revenue 2012: $2,644Expenses 2012: $1,476Net Income 2012: $1,1682012Revenue 2013: $1,315Expenses 2013: $4,402Net Income 2013: -$3,0872013Revenue 2014: $1,513Expenses 2014: $677Net Income 2014: $8362014Revenue 2015: $1,188Expenses 2015: $3,216Net Income 2015: -$2,0282015Revenue 2016: $894Expenses 2016: $12,921Net Income 2016: -$12,0272016Revenue 2017: $469Expenses 2017: $16,410Net Income 2017: -$15,9412017Revenue 2018: -$505Expenses 2018: $2,434Net Income 2018: -$2,9392018Revenue 2020: $640Expenses 2020: $725Net Income 2020: -$852020Revenue 2021: $461Expenses 2021: $894Net Income 2021: -$4332021Revenue 2022: $467Expenses 2022: $689Net Income 2022: -$2222022Revenue 2023: $489Expenses 2023: $704Net Income 2023: -$2152023Revenue 2024: $798Expenses 2024: $682Net Income 2024: $1162024

Highlighted filing

2017

Revenue$469
Expenses$16,410
Net Income-$15,941
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 20, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP MORGAN CHASE BANK N ATrustee-$439-$439
Filing and Contact Details

Filer

Filer Name
Helmerich Tulsa Philharmonic
EIN
73-6218172
In Care Of
% AMERITRUST CORPORATION
Phone
9186108080
Address
4506 S HARVARD AVENUE, TULSA, OK 74135

Signing Officer

Name
Ameritrust Corporation
Title
Trustee
Phone
9186108080
Signed
2018-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Howertonmorrissimpson&smithpllc
Address
8282 S MEMORIAL DR STE 110, TULSA, OK 74133
Preparer
Alisa a Morris
Phone
9184815949
Raw XML Appendix277 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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021940
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014458
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016127
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014458
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021940
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07482
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CONNER & WINTERS LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt015971
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt015971
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMERITRUST CORPORATION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09186108080
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELMERICH TULSA PHILHARMONIC
ReturnHeader/Filer/BusinessNameControlTxt0HELM
ReturnHeader/Filer/EIN0736218172
ReturnHeader/Filer/InCareOfNm0% AMERITRUST CORPORATION
ReturnHeader/Filer/PhoneNum09186108080
ReturnHeader/Filer/USAddress/AddressLine1Txt04506 S HARVARD AVENUE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074135
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId081091B597A9EB988B7DEAD179AF0661F7C0C35CA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId090A29D26741073168A5622FB9FBD743BC8F474BE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId073098320180795000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-03-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.201.242.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWERTONMORRISSIMPSON&SMITHPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08282 S MEMORIAL DR STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074133
ReturnHeader/PreparerPersonGrp/PhoneNum09184815949
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALISA A MORRIS
ReturnHeader/ReturnTs02018-03-20T10:57:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,065
Liabilities
$0
Net assets
$26,065
Revenue
$469
Expenses
$16,410
Net income
-$15,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$0.80$0.68$0.12
2023Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$0.49$0.70$0.22
2022Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$0.47$0.69$0.22
2021Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$0.46$0.89$0.43
2020Summary only. Only limited summary data is available for this year.$23.0$0.00$0.64$0.73$0.09
2018Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$0.51$2.43$2.94
2017Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$0.47$16.4$15.9
2016Summary only. Only limited summary data is available for this year.$42.0$0.00$0.89$12.9$12.0
2015Summary only. Only limited summary data is available for this year.$54.0$0.00$1.19$3.22$2.03
2014Summary only. Only limited summary data is available for this year.$56.1$0.00$1.51$0.68$0.84
2013Summary only. Only limited summary data is available for this year.$55.2$0.00$1.32$4.40$3.09
2012Summary only. Only limited summary data is available for this year.$58.3$0.00$2.64$1.48$1.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.1$57.1$2.50$1.48$1.02