Harwelden Society Of Tulsa
- Assets
- $457.0k
- Revenue
- $854.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 02/2020
- Data as of
- 12/2021
- EIN
- 84-4059068
Organization Overview
Harwelden Society Of Tulsa is located in Tulsa, OK. The organization was established in 2020. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, 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. Harwelden Society Of Tulsa 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 12/2021, Harwelden Society Of Tulsa generated $854.7k in total revenue. This organization has experienced exceptional growth, as over the past 2 years, it has increased revenue by an average of 64.6% each year . All expenses for the organization totaled $495.0k during the year ending 12/2021. While expenses have increased by 43.2% per year over the past 2 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE HERITAGE SOCIETY OF TULSA IS TO RESEARCH, PRESERVE AND SHARE TULSA'S RICH HISTORY IN A MANNER THAT HONORS THE PAST, BUILDS A BRIDGE BETWEEN GENERATIONS AND LEAVES A LEGACY FOR THE FUTURE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
AFTERNOON TEA IS A RECURRING INTERNAL PROGRAM THAT AFFORDS MULTIPLE EDUCATIONAL OPPORTUNITIES FOR GUESTS. THE VERY ENGLISH TRADITION TEACHES PROPER TEA ETIQUETTE TO ADULTS AND CHILDREN. AN ENGLISH HOST SHARES THE TRADITION INCLUDING STORIES OF GROWING UP IN ENGLAND AND THE SIGNIFICANCE TO THE ENGLISH CULTURE. WITH THE HARWELDEN MANSION BEING AN "ENGLISH MANOR," THE TRADITION SHEDS LIGHT ON EARL AND MARY HARWELL'S ENGLISH ANCESTRY, THE ORIGINAL OWNERS, AS WELL AS WHAT TULSA IN THE 1920S WAS LIKE. WE HAVE ADDED A CHILDREN'S AFTERNOON TEA TO OUR PROGRAMMING.
SALE OF MERCHANDISE
EACH BEDROOM SUITE IS THEMED HONORING THE HISTORY OF THE STATE OF OKLAHOMA, THE MANSION ITSELF, AND THE GARDENS OF THE HISTORIC PROPERTY. THE PRIMROSE SUITE, REDBUD SUITE, DOGWOOD SUITE, LILAC SUITE, SYCAMORE SUITE, AND THE MAGNOLIA SUITE. THE SUITES ALLOW US TO ACHIEVE THE OBJECTIVES OF THE MISSION THROUGH THEMES THAT DON'T END WITH AN EVENT, BUT CONTINUES THROUGH OVERNIGHT ACCOMMODATIONS. ADDITIONALLY, THE SUITES ARE DONATED TO AREA NONPROFITS AS CHARITY AUCTION ITEMS AND TO SUPPORT STAFF AND TEAMS WHEN FUNDRAISERS AND OTHER EVENTS REQUIRE LATE-NIGHT ACCOMMODATIONS. FINALLY; THE ROOMS ARE USED AS "GREEN ROOMS," PHOTOSHOOT BACKDROPS, AND MOBILE OFFICE SPACE.
THE VENUE IS USED TO SUPPORT THE ARTS, CULTURE, AND PROGRAMMING OF THE MANSION. EACH VENUE RENTAL INCLUDES A HISTORIC TOUR OF THE MANSION AND GARDENS TO EDUCATE GUESTS ON TULSA'S RICH OIL HISTORY AND TO SHARE THE MANSION'S ARCHIVE AND COLLECTIONS THAT TELL THE HARWELL FAMILY STORY AND THE DETAILS OF THE ENGLISH TUDOR ARCHITECTURE. THE MANSION IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES AND IS CONSIDERED BY MANY TO BE THE "DOWNTON ABBEY" OF TULSA, OKLAHOMA.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ronald G Carlson Director | OfficerTrustee | 2 | $0 |
Vicki Marino Director | OfficerTrustee | 2 | $0 |
Debbie Wolfe Director | OfficerTrustee | 2 | $0 |
Teresa L Knox Director | OfficerTrustee | 20 | $0 |
Ivan Acosta Director | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $1,078 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $244,163 |
| All other contributions, gifts, grants, and similar amounts not included above | $60,987 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $306,228 |
| Total Program Service Revenue | $531,933 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $16,572 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $854,733 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $100 |
| 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 | $43,374 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $6,380 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $16,864 |
| Office expenses | $19,269 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $99,000 |
| 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 | $33,138 |
| All other expenses | $48,887 |
| Total functional expenses | $494,980 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $291,355 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $146,829 |
| 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 | $18,768 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $456,952 |
| 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 | $16,974 |
| Total liabilities | $16,974 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| 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 | $439,978 |
| Total liabilities and net assets/fund balances | $456,952 |