Form 990 for tax year 2023
Filed by TULSA BALLET THEATRE TRUST FUND.
Totals
- Total revenue
- $347,279
- Total expenses
- $63,002
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $347,279
- Other revenue
- $0
- Total assets, end of year
- $10,772,990
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $10,772,990
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $63,002
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $242,074 · excluded $242,074
-
7a · Gross sales of assets other than inventory
securities $893,967
-
7b · Less cost or other basis and sales expenses
securities $788,762
-
7c · Gain or loss
securities $105,205
-
7d · Net gain or loss
total $105,205 · related or exempt $105,205
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $55,578 · management and general $55,578
-
24e · All other expenses
total $7,424 · management and general $7,424
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $127,585 · end of year $316,993
-
11 · Investments: publicly traded securities
beginning of year $9,704,634 · end of year $10,455,997
-
27 · Net assets without donor restrictions
beginning of year $1,537,515 · end of year $1,924,644
-
28 · Net assets with donor restrictions
beginning of year $8,294,704 · end of year $8,848,347
Mission and programs · 2023
Mission
SUPPORT TULSA BALLET THEATRE, INC.
-
TO SUPPORT TULSA BALLET THEATRE, INC.
Revenue $347,279
As filed on the 2023 return.
Listed in Part VII
-
Robyn DevoreROBYN DEVORE
BOARD CHAIR
- Total calculated
- $0
-
Hiillary PenrodHIILLARY PENROD
AUDIT CHAIR
- Total calculated
- $0
-
Frauke PetersonFRAUKE PETERSON
TREASURER
- Total calculated
- $0
-
Linda StrongLINDA STRONG
STRATEGIC CHAIR
- Total calculated
- $0
-
Diana WolffDIANA WOLFF
SECRETARY
- Total calculated
- $0
-
Justin CarpenterJUSTIN CARPENTER
CHAIR APPOINTEE
- Total calculated
- $0
-
Kitty FrameKITTY FRAME
CHAIR APPOINTEE
- Total calculated
- $0
-
Deborah LinDEBORAH LIN
CHAIR APPOINTEE
- Total calculated
- $0
-
Stephanie ReganSTEPHANIE REGAN
CHAIR APPOINTEE
- Total calculated
- $0
-
Melanie TateMELANIE TATE
DIRECTOR
- Total calculated
- $0
-
Ciore TaylorCIORE TAYLOR
DIRECTOR
- Total calculated
- $0
-
Cassie Reese TiptonCASSIE REESE TIPTON
DIRECTOR
- Total calculated
- $0
-
Richelle VothRICHELLE VOTH
DIRECTOR
- Total calculated
- $0
-
Elizabeth Abbate WarrenELIZABETH ABBATE WARREN
DIRECTOR
- Total calculated
- $0
-
Raymond James Trust N ARAYMOND JAMES TRUST N A
TRUSTEE
- Total calculated
- $55,578
- From this org
- $55,578
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Porscha RadcliffePORSCHA RADCLIFFE
DIRECTOR
- Total calculated
- $0
-
Kenneth SkillmanKENNETH SKILLMAN
DIRECTOR
- Total calculated
- $0
-
Julie SmithJULIE SMITH
DIRECTOR
- Total calculated
- $0
-
Dave SoparkDAVE SOPARK
DIRECTOR
- Total calculated
- $0
-
Sandy StavaSANDY STAVA
DIRECTOR
- Total calculated
- $0
-
Sheri StinsonSHERI STINSON
DIRECTOR
- Total calculated
- $0
-
Crystal StovallCRYSTAL STOVALL
DIRECTOR
- Total calculated
- $0
-
Matt FarrisMATT FARRIS
DIRECTOR
- Total calculated
- $0
-
Stephanie ForrestSTEPHANIE FORREST
DIRECTOR
- Total calculated
- $0
-
Ashlee HallASHLEE HALL
DIRECTOR
- Total calculated
- $0
-
Cate HildebrandCATE HILDEBRAND
DIRECTOR
- Total calculated
- $0
-
Nicole HopkinsNICOLE HOPKINS
DIRECTOR
- Total calculated
- $0
-
Laura HulseLAURA HULSE
DIRECTOR
- Total calculated
- $0
-
David KarimanDAVID KARIMAN
DIRECTOR
- Total calculated
- $0
-
Andrew MalatiANDREW MALATI
DIRECTOR
- Total calculated
- $0
-
Danielle MinnickDANIELLE MINNICK
DIRECTOR
- Total calculated
- $0
-
Nicole MorganNICOLE MORGAN
DIRECTOR
- Total calculated
- $0
-
Lisa OwensLISA OWENS
DIRECTOR
- Total calculated
- $0
-
Mary BarnesMARY BARNES
CHAIR EMERITUS
- Total calculated
- $0
-
Billie BarnettBILLIE BARNETT
CHAIR EMERITUS
- Total calculated
- $0
-
Cheryl ForrestCHERYL FORREST
CHAIR EMERITUS
- Total calculated
- $0
-
Ramez HakimRAMEZ HAKIM
CHAIR EMERITUS
- Total calculated
- $0
-
Leanne HelmerichLEANNE HELMERICH
CHAIR EMERITUS
- Total calculated
- $0
-
Betty PirnatBETTY PIRNAT
CHAIR EMERITUS
- Total calculated
- $0
-
Hannah RobsonHANNAH ROBSON
CHAIR EMERITUS
- Total calculated
- $0
-
Janet SelserJANET SELSER
CHAIR EMERITUS
- Total calculated
- $0
-
Georgia SnokeGEORGIA SNOKE
CHAIR EMERITUS
- Total calculated
- $0
-
Skip TeelSKIP TEEL
CHAIR EMERITUS
- Total calculated
- $0
-
Susie WellendorfSUSIE WELLENDORF
PAST CHAIR
- Total calculated
- $0
-
Mollie WillifordMOLLIE WILLIFORD
CHAIR EMERITUS
- Total calculated
- $0
-
Ann GravesANN GRAVES
HON. DIRECTOR
- Total calculated
- $0
-
Jackie KouriJACKIE KOURI
HON. DIRECTOR
- Total calculated
- $0
-
Megan BeckMEGAN BECK
DIRECTOR
- Total calculated
- $0
-
Annie ChangANNIE CHANG
DIRECTOR
- Total calculated
- $0
-
Romel ChatterjeeROMEL CHATTERJEE
DIRECTOR
- Total calculated
- $0
-
Jennifer ConwayJENNIFER CONWAY
DIRECTOR
- Total calculated
- $0
-
Marcello AngeliniMARCELLO ANGELINI
CEO
- Total calculated
- $197,517
- From this org
- $0
- From related orgs
- $197,517
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $197,517 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $197,517 related
-
William BlackWILLIAM BLACK
MANAGING DIRECTOR
- Total calculated
- $111,761
- From this org
- $0
- From related orgs
- $111,761
- Other
- $0
- Hours/week
- 50
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
Answered no
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442899349301799
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