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Nonprofiteer
← TULSA BALLET THEATRE TRUST FUND

Form 990 for tax year 2022

Filed by TULSA BALLET THEATRE TRUST FUND.

Totals

Total revenue
$546,915
Total expenses
$66,698
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$546,915
Other revenue
$0
Total assets, end of year
$9,832,219
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,832,219
Program services expenses (Part IX)
$0
Management and general expenses
$66,698
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 $217,858 · excluded $217,858

  • 7a · Gross sales of assets other than inventory

    securities $2,923,826

  • 7b · Less cost or other basis and sales expenses

    securities $2,594,769

  • 7c · Gain or loss

    securities $329,057

  • 7d · Net gain or loss

    total $329,057 · related or exempt $329,057

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $64,241 · management and general $64,241

  • 24e · All other expenses

    total $2,457 · management and general $2,457

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $129,570 · end of year $127,585

  • 11 · Investments: publicly traded securities

    beginning of year $10,225,759 · end of year $9,704,634

  • 27 · Net assets without donor restrictions

    beginning of year $1,805,425 · end of year $1,537,515

  • 28 · Net assets with donor restrictions

    beginning of year $8,549,904 · end of year $8,294,704

Mission and programs · 2022

Mission

SUPPORT TULSA BALLET THEATRE, INC.

  • TO SUPPORT TULSA BALLET THEATRE, INC.

    Revenue $546,915

As filed on the 2022 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

  • 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

  • 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
    $64,241
    From this org
    $64,241
    From related orgs
    $0
    Other
    $0

  • MARCELLO ANGELINI

    CEO

    Total calculated
    $208,152
    From this org
    $0
    From related orgs
    $208,152
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $208,152 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $208,152 related

  • WILLIAM BLACK

    MANAGING DIRECTOR

    Total calculated
    $116,368
    From this org
    $0
    From related orgs
    $116,368
    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

None.

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

The filer's explanations (Part III)

EXPLANATION FOR FORM 990, SCHEDULE J, PART 1, LINE 1b
N/A

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
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202333549349301463

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