Totals
- Total revenue
- $2,692,979
- Total expenses
- $3,182,731
- Contributions and grants received
- $1,906,907
- Grants paid
- $0
- Program service revenue
- $758,191
- Investment income
- $21,249
- Other revenue
- $6,632
- Total assets, end of year
- $2,225,251
- Total liabilities, end of year
- $384,603
- Net assets or fund balances, end of year
- $1,840,648
- Program services expenses (Part IX)
- $2,346,945
- Management and general expenses
- $535,774
- Fundraising expenses
- $300,012
- Program service expenses (Part III)
- $2,346,945
Program services were 73.7% 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.
-
1b · Membership dues
$1,430,552
-
1c · Fundraising events
$10,256
-
1e · Government grants (contributions)
$466,099
-
2a · Program service revenue: Performance program
total $758,191 · related or exempt $758,191
-
3 · Investment income
total $24,004 · excluded $24,004
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $1,106,156
-
7b · Less cost or other basis and sales expenses
securities $1,108,911
-
7c · Gain or loss
securities -$2,755
-
7d · Net gain or loss
total -$2,755 · excluded -$2,755
-
8a · Fundraising events: gross income
$134,125
-
8a · Fundraising events: contributions included on line 1c
$10,256
-
8b · Fundraising events: direct expenses
$127,493
-
8c · Net income from fundraising events
total $6,632
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $463,390 · program services $298,649 · management and general $60,569 · fundraising $104,172
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,150,859 · program services $907,286 · management and general $147,810 · fundraising $95,763
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $31,127 · program services $415 · management and general $30,712
-
10 · Payroll taxes
total $198,489 · program services $107,346 · management and general $63,048 · fundraising $28,095
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $5,384 · management and general $5,384
-
11c · Fees: accounting
total $32,747 · management and general $32,747
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $6,000 · management and general $6,000
-
12 · Advertising and promotion
total $177,493 · program services $177,493
-
13 · Office expenses
total $48,284 · management and general $48,284
-
14 · Information technology
total $34,869 · management and general $18,170 · fundraising $16,699
-
15 · Royalties
total $0
-
16 · Occupancy
total $40,600 · management and general $40,600
-
17 · Travel
total $150,377 · program services $150,377
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $10,719 · management and general $10,719
-
20 · Interest
total $5,086 · management and general $5,086
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $7,213 · management and general $7,213
-
23 · Insurance
total $7,506 · management and general $7,506
-
24a · Other expenses: Production costs
total $599,391 · program services $599,391
-
24b · Other expenses: PAC Costs
total $103,139 · program services $103,139
-
24c · Other expenses: Miscellaneous
total $72,715 · program services $2,849 · management and general $14,583 · fundraising $55,283
-
24d · Other expenses: Bank and credit card charges
total $21,951 · management and general $21,951
-
24e · All other expenses
total $15,392 · management and general $15,392
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $107,290 · end of year $274,155
-
2 · Savings and temporary cash investments
beginning of year $216,460 · end of year $757,427
-
3 · Pledges and grants receivable
beginning of year $141,860 · end of year $122,977
-
4 · Accounts receivable
beginning of year $25,906 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $85,770 · end of year $24,507
-
10a · Land, buildings and equipment: cost or other basis
$235,892
-
10b · Land, buildings and equipment: accumulated depreciation
$209,392
-
10c · Land, buildings and equipment, net
beginning of year $33,714 · end of year $26,500
-
11 · Investments: publicly traded securities
beginning of year $2,027,397 · end of year $1,015,956
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $3,727 · end of year $3,729
-
17 · Accounts payable and accrued expenses
beginning of year $55,958 · end of year $69,883
-
19 · Deferred revenue
beginning of year $213,686 · end of year $314,720
-
27 · Net assets without donor restrictions
beginning of year $2,079,670 · end of year $1,699,437
-
28 · Net assets with donor restrictions
beginning of year $292,810 · end of year $141,211
Mission and programs · 2022
Mission
Entertains, educates, heals, and inspires through musical excellence, innovation, and collaboration.
-
Live performances: Tulsa Symphony Orchestra presented a full season of of concerts for live, ticketed audiences. These performances fulfill the TSO mission to entertain, educate, heal, and inspire through musical excellence, innovation, and collaboration.
Expenses $2,101,492 · Revenue $725,889
-
Education outreach: Tulsa Symphony Orchestra's Weill Music Institute Carnegie Hall Link-up program serves over 15,000 students from 13 greater Tulsa and regional school districts. TSO's education programs are a vital supplement to a well-rounded education for area students, fostering academic success, improving test scores, and strengthening cognitive abilities for the next generation of Tulsans.
Expenses $149,609
-
Community engagement: Tulsa Symphony Orchestra's heart strings program offers the comfort and healing powers of music to residents, caregivers, and staff at area senior and assisted living facilities, hospitals, and soup kitchens. The rejuvinating powers of music provided by TSO's community engagement initiatives improve mental health and unite the community.
Expenses $95,844 · Revenue $32,302
As filed on the 2022 return.
Listed in Part VII
-
Keith Elder
Prior Exec Dir
- Total calculated
- $169,999
- From this org
- $157,083
- From related orgs
- $0
- Other
- $12,916
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,083
- Bonus
- not reported
- Other
- $5,000
- Deferred
- not reported
- Nontaxable benefits
- $12,916
- Filer's total
- $169,999
-
Tim McFadden
VP - Exec Comm
- Total calculated
- $93,262
- From this org
- $86,804
- From related orgs
- $0
- Other
- $6,458
- Hours/week
- 40
-
Marc Facci
24
- Total calculated
- $79,795
- From this org
- $73,337
- From related orgs
- $0
- Other
- $6,458
- Hours/week
- 24
-
Ron Predl
Executive Dir.
- Total calculated
- $48,000
- From this org
- $48,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Kari Caldwell
Director
- Total calculated
- $32,397
- From this org
- $32,397
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Stephen Craft
Director
- Total calculated
- $12,515
- From this org
- $12,515
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Dana Higbee
Director
- Total calculated
- $10,352
- From this org
- $10,352
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Derek Matthesen
Director
- Total calculated
- $9,146
- From this org
- $9,146
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Chad Johnson
Director
- Total calculated
- $7,924
- From this org
- $7,924
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Roger Blais
Chairman
- Total calculated
- $0
- Hours/week
- 2
-
Lynn Goldberg
VP Fund Dev
- Total calculated
- $0
- Hours/week
- 4
-
Kyden Creekpaum
Board President
- Total calculated
- $0
- Hours/week
- 5
-
Ken Busby
VP Governance
- Total calculated
- $0
- Hours/week
- 5
-
Malisa Nell
Treasurer
- Total calculated
- $0
- Hours/week
- 4
-
Kathy Henry
Director
- Total calculated
- $0
- Hours/week
- 2
-
John Seay
Secretary
- Total calculated
- $0
- Hours/week
- 4
-
Caroline Abbott
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dan Call
Director
- Total calculated
- $0
- Hours/week
- 1
-
Erin Daily
Director
- Total calculated
- $0
- Hours/week
- 1
-
Katrine Hakim
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bernie Heller
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marlo Holly
VP Marketing
- Total calculated
- $0
- Hours/week
- 1
-
Matt McCready
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anna Norberg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dr Rollie Rhodes
Director
- Total calculated
- $0
- Hours/week
- 2
-
Donald Smith
Director
- Total calculated
- $0
- Hours/week
- 2
-
Ed Tacket
VP Education
- Total calculated
- $0
- Hours/week
- 1
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
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 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)
- Part I, Line 1a: Relevant information in regards to selections on 1a.
- Compensation reported for Keith Elder includes base compensation, housing allowance, payments for health insurance, and a membership to the Summit Club.
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
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421369349316747
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