Tulsa Ballet Theatre Trust Fund
- Assets
- $10.4m
- Revenue
- $605.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 04/1983
- Data as of
- 05/2022
- EIN
- 73-1165420
Organization Overview
Tulsa Ballet Theatre Trust Fund is located in Tulsa, OK. The organization was established in 1983. According to its NTEE Classification (A63) the organization is classified as: Ballet, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Tulsa Ballet Theatre Trust Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2022, Tulsa Ballet Theatre Trust Fund generated $605.7k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 21.2% each year . All expenses for the organization totaled $63.5k during the year ending 05/2022. While expenses have increased by 10.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT TULSA BALLET THEATRE, INC.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO SUPPORT TULSA BALLET THEATRE, INC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Raymond James Trust Na Trustee | Trustee | 40 | $69,792 |
Susie Wellendorf Past Chair | OfficerTrustee | 0.1 | $0 |
Robyn Devore Board Chair | OfficerTrustee | 0.1 | $0 |
Hillary Penrod Audit Chair | OfficerTrustee | 0.1 | $0 |
Frauke Petersen Treasurer | OfficerTrustee | 0.1 | $0 |
Linda Strong Strategic Chair | OfficerTrustee | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $181,739 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $423,944 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $605,683 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $63,480 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $63,480 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $129,570 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $10,225,759 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $10,355,329 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $1,805,425 |
| Net assets with donor restrictions | $8,549,904 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $10,355,329 |
Endowment Analysis
| Beg. Balance | $12,111,693 |
| Earnings | -$516,967 |
| Admin Expense | $63,480 |
| Grants | $428,057 |
| Ending Balance | $11,103,189 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Colorado Ballet Company Denver, CO | $10,776,318 | $9,808,216 |
Ballet Austin Incorporated Austin, TX | $16,567,497 | $9,559,928 |
Texas Ballet Theater Inc Fort Worth, TX | $14,755,979 | $10,675,442 |
Tulsa Ballet Theater Inc Tulsa, OK | $22,400,601 | $8,502,170 |
Ballet Oklahoma Inc Oklahoma City, OK | $9,840,405 | $3,365,985 |
Laurie Foundation For The Performing Arts Columbia, MO | $6,459,045 | $968,148 |
Aspen Santa Fe Ballet Aspen, CO | $7,448,531 | $3,007,327 |
Ballet Lubbock Lubbock, TX | $11,609,353 | $2,793,378 |
Wonderbound Denver, CO | $4,425,325 | $2,413,096 |
Lone Star Ballet Inc Amarillo, TX | $2,855,420 | $1,229,506 |
Saint Louis Ballet Company Chesterfield, MO | $736,242 | $1,637,573 |
The Boulder Ballet Boulder, CO | $335,966 | $1,043,375 |