Tulsa Historical Society

Tax-deductible

Tulsa, OK501(c)(3)Arts & CultureEIN 73-0795545Revenue $1.0M in FY2024

On file with the IRStulsahistory.org2445 S Peoria Ave, 74114-1326 · Tulsa, OKTax-exempt since Jan 1965Publicly supported — 509(a)(2)

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To collect, preserve and present Tulsa's History

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Run by 52 volunteers and 7 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $227K a year · 29% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$88K
to officers and key staff · 8% of spending
Top officer’s pay lower than 89% of similar orgs
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
19
named funders · $356K
Looks good: 19 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$59K
0.7% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
+26% vs prior year
Spent
$1.1M
To programs
84%
Net assets
$8.0M
By yearFY2020–FY2024
Revenue
$1.0M
FY2024▲ +26%
Tap a bar for its year
Revenue by fiscal year
FY2020$564K
FY2021$803K
FY2022$688K
FY2023$818K
FY2024$1.0M
Expenses
$1.1M
FY2024▲ +10%
Tap a bar for its year
Expenses by fiscal year
FY2020$952K
FY2021$1.0M
FY2022$996K
FY2023$981K
FY2024$1.1M
Net assets
$8.0M
FY2024▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$8.8M
FY2021$8.6M
FY2022$7.9M
FY2023$7.9M
FY2024$8.0M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $905K Management & general 9% · $98K Fundraising 7% · $74K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

25 people listed on the 990; $88K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$70,000Pt VII · Sec A
$18,066Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

David Goldenberg’s $70K as Executive Director is at the 11th percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Michelle Place—$54,987$85,141$82,661$80,255
David Goldenberg$70,000————
Cray Bauxmont-Flynn$18,066$21,749———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Tulsa Historical Society executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and shares Tulsa's history through collections and presentations.

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Provided by the organization

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1 program · $905K · in their own filed words · FY2024
01

During 2024 three new exhibits were opened at the tulsa historical society's museum: "the home & hearth", "behind the veil: tulsa in the twenties", and order up: tulsa's restaurants". The organization made significant additions to its permanent collection during 2024, including artifacts related to the tulsa race massacre.

$905Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 19 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.0M
Ln 12
Gifts and grantsLn 1h$1.0M
Investment incomeLn 3$75K
Fees for servicesLn 2g$23K
Money outPt IX
$1.1M
Ln 25
Programscol B$905K
Managementcol C$98K
Fundraisingcol D$74K
Owns and owesPt X
$8.0M
net assets · Ln 32
Cash and savingsLn 1–2$440K
Total assetsLn 16$8.1M
LiabilitiesLn 26$59K
PeoplePt VI, VII
25
listed · VII A
PaidVII A2
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$106K
Noncash giftsLn 1g$50K
Fundraising eventsLn 1c$390K
Fees for servicesLn 2g$23K
Investment incomeLn 3$75K
Gains on assetsLn 7$45K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$223K
SavingsLn 2$216K
Cash and savings togetherLn 1–2$440K
Land, buildings, equipmentLn 10c$6.1M
Other assetsLn 15$1.4M
Total assetsLn 16$8.1M
LiabilitiesLn 26$59K
Net assetsLn 32$8.0M
OperationsPt I, VI
EmployeesI 57
VolunteersI 652
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$481K$440K
Land, buildings, equipmentLn 10c$6.0M$6.1M
Total assetsLn 16$8.0M$8.1M
LiabilitiesLn 26$42K$59K
Net assetsLn 32$7.9M$8.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$88K$67K$11K$11K
Other salaries and wagesLn 7$296K$225K$36K$36K
Pension plan contributionsLn 8$10K$8K$1K$1K
Other employee benefitsLn 9$39K$30K$5K$5K
Payroll taxesLn 10$30K$23K$4K$4K
Accounting feesLn 11c$22K$6K$17K
Investment management feesLn 11f$7K$7K
Other fees for servicesLn 11g$5K$5K
Advertising and promotionLn 12$17K$17K
Office expensesLn 13$37K$32K$3K$2K
Information technologyLn 14$8K$2K$7K
OccupancyLn 16$217K$213K$4K
TravelLn 17$284$278$6
Depreciation, depletion and amortizationLn 22$226K$221K$5K
InsuranceLn 23$12K$12K$249
Other expenses (24a–d)Ln 24$50K$50K$46
All other expensesLn 24e$12K$12K$127
Total functional expensesLn 25$1.1M$905K$98K$74K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.0M$1.1M−$42K$8.0M 990 PDF
FY2023 $818K$981K−$162K$7.9M 990 PDF
FY2022 $688K$996K−$308K$7.9M 990 PDF
FY2021 $803K$1.0M−$234K$8.6M 990 PDF
FY2020 $564K$952K−$389K$8.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $1,035,077 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $528,792$1,019,360
I-9 Program service revenuePrior year $27,276$23,365
I-10 Investment incomePrior year $40,158$74,858
I-11 Other revenuePrior year $222,055−$82,506
I-12 Total revenuePrior year $818,281$1,035,077
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $406,938$463,742
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $573,830$613,306
I-18 Total expensesPrior year $980,768$1,077,048
I-19 Revenue less expensesPrior year −$162,487−$41,971
Part VI · Governance 21 of 21 board members independent, 1 to look at
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,035,077 across 12 lines filed
Lines not itemized here account for $4,036 of total revenue; see the IRS return.
VIII-1b Membership dues$96,528
VIII-1c Fundraising events$389,703
VIII-1e Government grants$106,398
VIII-1f All other contributions, gifts and grants$426,731
VIII-1g Noncash contributions (included above)$50,000
VIII-1h Total contributions, gifts and grants$1,019,360
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $23,365$23,365
VIII-3 Investment incomeExcluded from tax $29,888$29,888
VIII-6 Net rental income or lossRelated to mission $2,480$2,480
VIII-7 Net gain or loss on sales of assetsExcluded from tax $44,970$44,970
VIII-8 Net income from fundraising eventsExcluded from tax −$89,022−$89,022
VIII-12 Total revenueRelated to mission $29,881 · Unrelated business $0 · Excluded from tax −$14,164$1,035,077
Part IX · Statement of functional expenses $1,077,048 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $66,930 · Management $10,568 · Fundraising $10,568$88,066
IX-7 Other salaries and wagesPrograms $224,868 · Management $35,506 · Fundraising $35,506$295,880
IX-8 Pension plan contributionsPrograms $7,920 · Management $1,250 · Fundraising $1,250$10,420
IX-9 Other employee benefitsPrograms $29,991 · Management $4,735 · Fundraising $4,735$39,461
IX-10 Payroll taxesPrograms $22,887 · Management $3,521 · Fundraising $3,507$29,915
IX-11c Accounting feesPrograms $5,520 · Management $16,561$22,081
IX-11f Investment management feesManagement $6,931$6,931
IX-11g Other fees for servicesPrograms $4,613$4,613
IX-12 Advertising and promotionFundraising $16,618$16,618
IX-13 Office expensesPrograms $31,973 · Management $3,147 · Fundraising $2,043$37,163
IX-14 Information technologyPrograms $1,617 · Management $6,758$8,375
IX-16 OccupancyPrograms $212,658 · Management $4,340$216,998
IX-17 TravelPrograms $278 · Management $6$284
IX-22 Depreciation, depletion and amortizationPrograms $221,037 · Management $4,511$225,548
IX-23 InsurancePrograms $12,215 · Management $249$12,464
IX-24 Other expenses (24a–d)Programs $49,803 · Management $46$49,849
IX-24e All other expensesPrograms $12,255 · Management $127$12,382
IX-25 Total functional expensesPrograms $904,565 · Management $98,256 · Fundraising $74,227$1,077,048
Part X · Balance sheet $8,066,061 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $266,298$223,420
X-2 Savings and temporary cash investmentsStart of year $214,529$216,094
X-3 Pledges and grants receivableStart of year $187,618$98,422
X-8 Inventories for sale or useStart of year $7,170$8,180
X-9 Prepaid expenses and deferred chargesStart of year $6,634$9,177
X-10c Land, buildings and equipment, netStart of year $6,024,592$6,089,422
X-15 Other assetsStart of year $1,262,672$1,421,346
X-16 Total assetsStart of year $7,969,513$8,066,061
X-17 Accounts payable and accrued expenses$15,381
X-19 Deferred revenueStart of year $42,173$43,274
X-26 Total liabilitiesStart of year $42,173$58,655
X-27 Net assets without donor restrictionsStart of year $7,625,296$7,832,572
X-28 Net assets with donor restrictionsStart of year $302,044$174,834
X-32 Total net assets or fund balancesStart of year $7,927,340$8,007,406
X-33 Total liabilities and net assetsStart of year $7,969,513$8,066,061
Part XI · Reconciliation of net assets $8,007,406 net assets at year end
XI-1 Total revenue$1,035,077
XI-2 Total expenses$1,077,048
XI-3 Revenue less expenses−$41,971
XI-4 Net assets at start of year$7,927,340
XI-5 Net unrealized gains (losses) on investments$122,037
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$8,007,406

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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