Form 990 for tax year 2024

Filed by TULSA BALLET THEATRE TRUST FUND.

Totals

Total revenue: $688,813
Total expenses: $567,742
Contributions and grants received: $0
Grants paid: $491,801
Program service revenue: $0
Investment income: $688,813
Other revenue: $0
Total assets, end of year: $11,056,749
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $11,056,749
Program services expenses (Part IX): $491,801
Management and general expenses: $75,941
Fundraising expenses: $0
Program service expenses (Part III): $491,801

Program services were 86.6% 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 $240,220 · excluded $240,220
7a · Gross sales of assets other than inventory

securities $1,493,707
7b · Less cost or other basis and sales expenses

securities $1,045,114
7c · Gain or loss

securities $448,593
7d · Net gain or loss

total $448,593 · excluded $448,593

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $491,801 · program services $491,801
5 · Compensation of officers, directors and key employees

total $68,949 · management and general $68,949
11c · Fees: accounting

total $1,000 · management and general $1,000
24e · All other expenses

total $5,992 · management and general $5,992

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

end of year $1,936
2 · Savings and temporary cash investments

beginning of year $316,993 · end of year $505,066
11 · Investments: publicly traded securities

beginning of year $10,455,997 · end of year $10,549,747
27 · Net assets without donor restrictions

beginning of year $1,924,644 · end of year $1,797,827
28 · Net assets with donor restrictions

beginning of year $8,848,347 · end of year $9,258,922

Mission and programs · 2024

Mission

SUPPORT TULSA BALLET THEATRE, INC.

TO SUPPORT TULSA BALLET THEATRE, INC.

Expenses $491,801

As filed on the 2024 return.

Listed in Part VII

ROBYN DEVORE

BOARD CHAIR

Total calculated

$0
HIILLARY PENROD

AUDIT CHAIR

Total calculated

$0
FRAUKE PETERSON

TREASURER

Total calculated

$0
LINDA STRONG

STRATEGIC CHAIR

Total calculated

$0
DIANA WOLFF

SECRETARY

Total calculated

$0
JUSTIN CARPENTER

CHAIR APPOINTEE

Total calculated

$0
KITTY FRAME

CHAIR APPOINTEE

Total calculated

$0
DEBORAH LIN

CHAIR APPOINTEE

Total calculated

$0
STEPHANIE REGAN

CHAIR APPOINTEE

Total calculated

$0
STACEY JENKINS

DIRECTOR

Total calculated

$100,549

From this org

$0

From related orgs

$97,944

Other

$2,605
MELANIE TATE

DIRECTOR

Total calculated

$0
CIORE TAYLOR

DIRECTOR

Total calculated

$0
CASSIE REESE TIPTON

DIRECTOR

Total calculated

$0
RICHELLE VOTH

DIRECTOR

Total calculated

$0
ELIZABETH ABBATE WARREN

DIRECTOR

Total calculated

$0
PORSCHA RADCLIFFE

DIRECTOR

Total calculated

$0
KENNETH SKILLMAN

DIRECTOR

Total calculated

$0
JULIE SMITH

DIRECTOR

Total calculated

$0
DAVE SOPARK

DIRECTOR

Total calculated

$0
SANDY STAVA

DIRECTOR

Total calculated

$0
SHERI STINSON

DIRECTOR

Total calculated

$0
CRYSTAL STOVALL

DIRECTOR

Total calculated

$0
MATT FARRIS

DIRECTOR

Total calculated

$0
STEPHANIE FORREST

DIRECTOR

Total calculated

$0
ASHLEE HALL

DIRECTOR

Total calculated

$0
CATE HILDEBRAND

DIRECTOR

Total calculated

$0
NICOLE HOPKINS

DIRECTOR

Total calculated

$0
LAURA HULSE

DIRECTOR

Total calculated

$0
DAVID KARIMAN

DIRECTOR

Total calculated

$0
ANDREW MALATI

DIRECTOR

Total calculated

$0
DANIELLE MINNICK

DIRECTOR

Total calculated

$0
NICOLE MORGAN

DIRECTOR

Total calculated

$0
LISA OWENS

DIRECTOR

Total calculated

$0
WILLIAM BLACK

MANAGING DIRECTOR

Total calculated

$117,143

From this org

$0

From related orgs

$115,554

Other

$1,589
MARY BARNES

CHAIR EMERITUS

Total calculated

$0
BILLIE BARNETT

CHAIR EMERITUS

Total calculated

$0
CHERYL FORREST

CHAIR EMERITUS

Total calculated

$0
RAMEZ HAKIM

CHAIR EMERITUS

Total calculated

$0
LEANNE HELMERICH

CHAIR EMERITUS

Total calculated

$0
BETTY PIRNAT

CHAIR EMERITUS

Total calculated

$0
HANNAH ROBSON

CHAIR EMERITUS

Total calculated

$0
JANET SELSER

CHAIR EMERITUS

Total calculated

$0
GEORGIA SNOKE

CHAIR EMERITUS

Total calculated

$0
SKIP TEEL

CHAIR EMERITUS

Total calculated

$0
SUSIE WELLENDORF

PAST CHAIR

Total calculated

$0
MOLLIE WILLIFORD

CHAIR EMERITUS

Total calculated

$0
ANN GRAVES

HON. DIRECTOR

Total calculated

$0
JACKIE KOURI

HON. DIRECTOR

Total calculated

$0
MEGAN BECK

DIRECTOR

Total calculated

$0
ANNIE CHANG

DIRECTOR

Total calculated

$0
ROMEL CHATTERJEE

DIRECTOR

Total calculated

$0
JENNIFER CONWAY

DIRECTOR

Total calculated

$0
RAYMOND JAMES TRUST N A

TRUSTEE

Total calculated

$68,949

From this org

$68,949

From related orgs

$0

Other

$0
MARCELLO ANGELINI

CEO

Total calculated

$202,283

From this org

$0

From related orgs

$202,283

Other

$0

Schedule J breakdown matched by us

Base

$0 + $190,283 related

Bonus

$0 + $12,000 related

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$0 + $202,283 related

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

1b · Written policy on the line-1a expenses
3 · Compensation committee

Answered no

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

TULSA BALLET THEATRE INC

$491,801

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

TULSA BALLET THEATRE INC

Provenance

Return type: form_990
Tax year: 2024
Filed: 13 October 2025
IRS schema version: 2024v5.2
Source object: 202542869349301659

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