2025-10-13T12:01:22-05:00 2025-05-31 920460586 PWC US TAX LLP 301 GRANT ST 45TH FLOOR PITTSBURGH PA 15219 990 2024-06-01 731165420 TULSA BALLET THEATRE TRUST FUND THEA 7275672300 P O BOX 23559 ST PETERSBURG FL 33742 JOE WEAVER TRUSTEE 7275672300 2025-10-13 true true LAURA STROBEL P01271955 4123556000 2025-10-13 X 2024 2025-03-06 01:10:19Z 1733927 false X N/A X 1981 OK SUPPORT TULSA BALLET THEATRE, INC. 55 53 0 50 0 0 0 0 347279 688813 0 347279 688813 491801 0 55578 68949 0 0 7424 6992 63002 567742 284277 121071 10772990 11056749 0 0 10772990 11056749 SUPPORT TULSA BALLET THEATRE, INC. false false 491801 TO SUPPORT TULSA BALLET THEATRE, INC. 491801 true false false false false false false false false true false false false false false false false true false false false false false false false false false true false true false false false false false false false false false false false false false true true false false true 0 0 0 false false false false false false false false false false false false false X 55 53 true false false false true true false true true false false true true true true true true true true false OK X RAYMOND JAMES TRUST N A 7275672300 P O BOX 23559 ST PETERSBURG FL 33742 ROBYN DEVORE BOARD CHAIR X X 0 0 0 HIILLARY PENROD AUDIT CHAIR X X 0 0 0 FRAUKE PETERSON TREASURER X X 0 0 0 LINDA STRONG STRATEGIC CHAIR X X 0 0 0 DIANA WOLFF SECRETARY X X 0 0 0 JUSTIN CARPENTER CHAIR APPOINTEE X 0 0 0 KITTY FRAME CHAIR APPOINTEE X 0 0 0 DEBORAH LIN CHAIR APPOINTEE X 0 0 0 STEPHANIE REGAN CHAIR APPOINTEE X 0 0 0 STACEY JENKINS DIRECTOR X 0 97944 2605 MELANIE TATE DIRECTOR X 0 0 0 CIORE TAYLOR DIRECTOR X 0 0 0 CASSIE REESE TIPTON DIRECTOR X 0 0 0 RICHELLE VOTH DIRECTOR X 0 0 0 ELIZABETH ABBATE WARREN DIRECTOR X 0 0 0 PORSCHA RADCLIFFE DIRECTOR X 0 0 0 KENNETH SKILLMAN DIRECTOR X 0 0 0 JULIE SMITH DIRECTOR X 0 0 0 DAVE SOPARK DIRECTOR X 0 0 0 SANDY STAVA DIRECTOR X 0 0 0 SHERI STINSON DIRECTOR X 0 0 0 CRYSTAL STOVALL DIRECTOR X 0 0 0 MATT FARRIS DIRECTOR X 0 0 0 STEPHANIE FORREST DIRECTOR X 0 0 0 ASHLEE HALL DIRECTOR X 0 0 0 CATE HILDEBRAND DIRECTOR X 0 0 0 NICOLE HOPKINS DIRECTOR X 0 0 0 LAURA HULSE DIRECTOR X 0 0 0 DAVID KARIMAN DIRECTOR X 0 0 0 ANDREW MALATI DIRECTOR X 0 0 0 DANIELLE MINNICK DIRECTOR X 0 0 0 NICOLE MORGAN DIRECTOR X 0 0 0 LISA OWENS DIRECTOR X 0 0 0 WILLIAM BLACK MANAGING DIRECTOR X 0 115554 1589 MARY BARNES CHAIR EMERITUS X 0 0 0 BILLIE BARNETT CHAIR EMERITUS X 0 0 0 CHERYL FORREST CHAIR EMERITUS X 0 0 0 RAMEZ HAKIM CHAIR EMERITUS X 0 0 0 LEANNE HELMERICH CHAIR EMERITUS X 0 0 0 BETTY PIRNAT CHAIR EMERITUS X 0 0 0 HANNAH ROBSON CHAIR EMERITUS X 0 0 0 JANET SELSER CHAIR EMERITUS X 0 0 0 GEORGIA SNOKE CHAIR EMERITUS X 0 0 0 SKIP TEEL CHAIR EMERITUS X 0 0 0 SUSIE WELLENDORF PAST CHAIR X 0 0 0 MOLLIE WILLIFORD CHAIR EMERITUS X 0 0 0 ANN GRAVES HON. DIRECTOR X 0 0 0 JACKIE KOURI HON. DIRECTOR X 0 0 0 MEGAN BECK DIRECTOR X 0 0 0 ANNIE CHANG DIRECTOR X 0 0 0 ROMEL CHATTERJEE DIRECTOR X 0 0 0 JENNIFER CONWAY DIRECTOR X 0 0 0 RAYMOND JAMES TRUST N A TRUSTEE X 68949 0 0 MARCELLO ANGELINI CEO X X 0 202283 0 68949 415781 4194 2 false true false 240220 240220 1493707 1045114 448593 448593 448593 688813 688813 491801 491801 68949 68949 1000 1000 5992 5992 567742 491801 75941 0 1936 316993 505066 10455997 10549747 10772990 11056749 0 0 X 1924644 1797827 8848347 9258922 10772991 11056749 10772991 11056749 X 121071 142807 19880 X false false false X X 1 TULSA BALLET THEATRE INC 731165420 10 true 491801 0 1 491801 0 true false false false false false false false false false false false false false false true 0 0 0 0 0 0 PART I THE TRUST IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF TULSA BALLET THEATRE INC. THE TRUST HOLDS, INVESTS AND REINVESTS PROPERTY AND DISTRIBUTES FUNDS TO THE TULSA BALLET THEATRE INC. AS REQUESTED, PROVIDED THE REQUEST ALIGNS WITH THE TERMS OF THE TRUST AGREEMENT. 10791475 688813 491801 74636 10913851 11083384 25421 347278 601605 63003 10791475 11103189 91786 546925 591809 66698 11083384 12111693 -516967 428057 63480 11103189 9459756 165400 2177956 373930 65349 1363833 0.16260 0.72610 0.11130 false false PART V LINE 4 ENDOWMENT FUNDS ARE PERMANETLY RESTRICTED BY DONOR STIPULATION FOR THE PURPOSE OF SUPPORTING THE OPERATION OF THE BALLET. THE ENDOWMENT MAY DISTRIBUTE 4.5% OF THE AVERAGE MARKET VALUE OF THE PORTFOLIO FOR THE IMMEDIATELY PRECEDING THREE YEARS IN ORDER TO FUND THE BALLET OPERATIONS. EXPLANATION FOR SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE PERMANETLY RESTRICTED BY DONOR STIPULATION FOR THE PURPOSE OF SUPPORTING THE OPERATION OF THE BALLET. THE ENDOWMENT MAY DISTRIBUTE 4.5% OF THE AVERAGE MARKET VALUE OF THE PORTFOLIO FOR THE IMMEDIATELY PRECEDING THREE YEARS IN ORDER TO FUND THE BALLET OPERATIONS. true TULSA BALLET THEATRE INC 1212 EAST 45TH PLACE TULSA OK 74105 730667485 501C3 491801 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 GRANTS ARE NOT AWARDED. INCOME IS USED SOLELY FOR THE SUPPORT OF TULSA BALLET THEATRE, INC. true false X false false false false false false false false false MARCELLO ANGELINI CEO 0 190283 0 12000 0 0 0 0 0 0 0 202283 0 0 FORM 990, PART VI, LINE 1A THE EXECUTIVE COMMITTEE IS AUTHORIZED TO EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION DURING THE INTERVALS BETWEEN BOARD MEETINGS.SIGNIFICANT INTERIM ACTIONS OF THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD AT ITS NEXT MEETING AND SUBMITTED FOR RATIFICATION. THE EXECUTIVE COMMITTEE IS COMPOSED OF ALL ELECTED OFFICERS OF THE CORPORATION ALONG WITH CHAIRS OF ANY SPECIAL COMMITTEES AT THE DISCRETION OF THE CHAIR, PARLIAMENTARIAN, FORM 990, PART VI, LINE 1A (CONTINUED) FOUNDING DIRECTORS, UP TO FOUR ADDITIONAL MEMBERS OF THE BOARD APPOINTED BY THE CHAIR TO SERVE AS ADVISORS AND ANY EX-OFFICIO DIRECTORS WHO HAVE BEEN AUTHORIZED BY THE BOARD TO SERVE ON THE EXECUTIVE COMMITTEE. FORM 990, PART VI, LINE 2 MOLLIE WILLIFORD'S DAUGHTER MONICA IS AN01RY. OR ON TULSA BALLET BOARD. STEPHANIE FORREST'S MOTHER CHERRYL FORREST IS A PAST PRESIDENT.JEFF HARTMAN IS THE OWNER OF SJS HOSPITALITY, WHICH THE BALLET USES AS HOTEL ROOMS FOR GUEST CHOREOGRAPHERS, ARTISTS, ETC. KENNETH SKILLMAN'$ COMPANY IBC PROVIDES BANKING AND FINANCIAL SEVICES TO TULSA BALLET. WILLAIM SCHONACHER IS ALSO AN OFFICER IN SENIOR MANAGEMENT. JULIE SMITH IS EMPLOYED BY MARINER WEALTH FORM 990, PART VI, LINE 2 (CONTINUED) FIDUCIARY FOR THEIR 401(K) PLAN. FORM 990, PART VI, LINE 6 THE MEMBERS OF TULSA BALLET THEATRE TRUST FUND ALL INDIVIDUALS,CORPORATIONS,LIMITED PARTNERSHIPS, SOLE PROPRIETORSHIPS AND ANY OTHER ENTITIES WHICH CONTRIBUTE FIVE HUNDRED DOLLARS OR MORE IN CASH OR CASH EQUIVALENTS (EXCLUDING THE SUBSCRIPTIONS AND PURCHASE OF TICKETS FOR THE PERFORMANCES OF THE BALLET COMPANY) TO THE TULSA BALLET THEATRE INC UP TO AND INCLUDING THE LAST DAY (MAY 31) OF THAT CURRENT FISCAL FORM 990, PART VI, LINE 6 (CONTINUED) YEAR. EACH MEMBER SHALL HAVE ONE VOTE IN MATTERS SUBMITTED TO A VOTE OF MEMBERS AND SHALL BE ENTITLED TO VOTE AT THE ANNUAL MEETING OF THE MEMBERS FOLLOWING ANY FISCAL YEAR DURING WHICH SUCH MEMBER IS QUALIFIED. FORM 990, PART VI, LINE 7A THE TULSA BALLET BOARD OF DIRECTORS IS MADE UP OF SEVEN CATEGORIES OF DIRECTORS: FOUNDING DIRECTORS, CHAIR EMERITUS DIRECTORS, THOSE DIRECTORS APPOINTED BY THE CHAIR, ELECTED DIRECTORS, EX-OFFICIO DIRECTORS, ADVISORY DIRECTORS AND HONORARY DIRECTORS. ELECTED DIRECTORS ARE ELECTED BY THE MEMBERS OF THE CORPORATION AT THE ANNUAL MEETING OF THE CORPORATION. FORM 990, PART VI, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED THE AUTHORITY TO REVIEW AND APPROVE THE FORM 990 TO THE EXECUTIVE COMMITTEE BEFORE FILING WITH THE IRS. ONCE THE EXECUTIVE COMMITTEE HAS APPROVED, THE CURRENT YEAR'S FORM 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, LINE 12C BOARD MEMBERS ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE INTERESTS THAT COULD RESULT IN CONFLICTS AT THE BEGINNING OF EACH FISCAL YEAR. FURTHER, BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CHANGES DURING THE YEAR. ALL NOTED POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OR APPLICABLE COMMITTEE TO DETERMINE IF A CONFLICT OF INTEREST DOES IN FACT EXIST. IN THE CASE OF AN ACTUAL CONFLICT OF INTEREST, THE CHAIR OF THE BOARD OR APPLICABLE COMMITTEE FORM 990, PART VI, LINE 12C (CONTINUED) SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO NEGOTIATE ALTERNATIVES TO PROPOSED TRANSACTIONS OR ARRANGEMENTS. IF A MEMBER FAILS TO DISCLOSE A POSSIBLE OR ACTUAL CONFLICT OF INTEREST, THE BOARD OR APPLICABLE COMMITTEE SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, LINE 15A THE TRUST RELIES ON THE RELATED ORGANIZATION TO DETERMINE COMPENSATION PAID. FORM 990, PART VI, LINE 19 FORM 990 IS MADE AVAILABLE TO THE PUBLIC VIA THE WWW.GUIDESTAR.COM WEBSITE AND UPON REQUEST. THE ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2 THE AUDIT COMMITTEE SHALL CONSIST OF AT LEAST THREE BOARD MEMBERS, NONE OF WHOM CAN BE THE CURRENT TULSA BALLET TREASURER. THE BOARD MAY ALSO APPOINT UP TO TWO NON-BOARD MEMBERS WITH SPECIAL FINANCIAL EXPERTISE WHO SHALL SERVE AS VOTING MEMBERS OF THE COMMITTEE. TO ENSURE THAT THE COMMITTEE IS INDEPENDENT, NONE OF THE COMMITTEE MEMBERS MAY BE BALLET STAFF. THE PRIMARY DUTIES AND RESPONSIBILITIES OF THE AUDIT COMMITTEE ARE TO RECOMMEND TO THE BOARD OF DIRECTORS, FORM 990, PART XII, LINE 2 (CONTINUED) ON AN ANNUAL BASIS, A FIRM OF CERTIFIED PUBLIC ACCOUNTANTS TO CONDUCT A FINANCIAL AUDIT OF THIS CORPORATION; AND TO PROVIDE OVERSIGHT OF THE CORPORATION'S INTERNAL FINANCIAL AND ACCOUNTING CONTROLS ON BEHALF OF THE BOARD OF DIRECTORS. PART VII, SECTION A A TEAM OF PROFESSIONALS DEVOTE AN AVERAGE OF 40 HOURS PER WEEK PROVIDING INVESTMENT, MANAGEMENT, ADMINISTRATION, FIDUCIARY AND GRANT MAKING SERVICES. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUN TRANSFERS FROM TULSA BALLET THEATRE, INC. $10,000 FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUN EXPENSES ADJUSTMENT ($1,086) FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUN INCOME ADJUSTMENT $8,794 FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUN COST BASIS ADJ $2,172 EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a SEE SCH. O FORM 990, PAGE 6, PART VI, LINE 2 SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 3 SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4 SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 5 SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6 SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10b SEE SCH. O FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9 SEE SCH. O EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c SEE SCH. O FORM 990, PAGE 6, PART VI, LINE 15a SEE SCH. O FORM 990, PAGE 6, PART VI, LINE 15b SEE SCH. O FORM 990, PAGE 6, PART VI, LINE 19 SEE SCH. O EXPLANATION FOR FORM 990, PART XI, LINE 9 SEE SCH. O TULSA BALLET THEATRE INC 1212 EAST 45TH PLACE TULSA OK 74105 730667485 N/A false false false false false false false false false false false false false false false false false false true false TULSA BALLET THEATRE INC r 491801 CASH