Barthelmes Conservatory INC FY2020 filing

Tax-deductible

Tulsa, OK501(c)(3)Arts & CultureEIN 73-1618015

Exceptional music education for all ages

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $88K a year · 15% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $65K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$224K
117% of total assets
Concern: liabilities are 117% of assets; over 80%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$458K
Spent
$527K
To programs
70%
Net assets
−$33K
By yearFY2020–FY2025
Revenue
$458K
FY2020
Revenue by fiscal year
FY2020$458K
FY2021$483K
FY2022$568K
FY2023$847K
FY2024$571K
FY2025$0
Expenses
$527K
FY2020
Expenses by fiscal year
FY2020$527K
FY2021$573K
FY2022$664K
FY2023$782K
FY2024$822K
FY2025Not on file
Net assets
−$33K
FY2020
Net assets by fiscal year
FY2020−$33K
FY2021−$124K
FY2022−$220K
FY2023−$162K
FY2024−$370K
FY2025−$370K

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2002.

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

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $368K Management & general 30% · $159K

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

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Programs Dir
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
See Barthelmes Conservatory INC 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

Provides outstanding music education to people of all ages.

Provided by the organization

This section is blank until Barthelmes Conservatory INC claims this page.

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2 program services account for $368K of program spending, described in the organization's own filed words · FY2019.
01

Community music school providing a comprehensive music curriculum and promotion of the arts.

$368Kprogram expense
02

Outreach programs in tulsa public schools violin, viola, cello, guitar, and world percussion instruction to hundreds of school children from diverse ethnic backgrounds. The conservatory partners with tulsa public schools which fall into the 91-99 percentile for free-and-reduced lunch programs as an indicator of economic disadvantage.

Pt IX · col B

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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
Total grants receivedfrom 4 funders$65K
See all 4 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$458K
Ln 12
Gifts and grantsLn 1h$303K
Fees for servicesLn 2g$155K
Investment incomeLn 3$114
Money outPt IX
$527K
Ln 25
Programscol B$368K
Managementcol C$159K
Owns and owesPt X
−$33K
net assets · Ln 32
Cash and savingsLn 1–2$139K
Total assetsLn 16$191K
LiabilitiesLn 26$224K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$303K
Government grantsLn 1e$43K
Fees for servicesLn 2g$155K
Investment incomeLn 3$114
Total revenueLn 12$458K
Assets in detailPt X, end of year
CashLn 1$139K
Cash and savings togetherLn 1–2$139K
Land, buildings, equipmentLn 10c$47K
Total assetsLn 16$191K
LiabilitiesLn 26$224K
Net assetsLn 32−$33K
OperationsPt I, VI
EmployeesI 520
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$19K$139K
Land, buildings, equipmentLn 10c$53K$47K
Total assetsLn 16$78K$191K
LiabilitiesLn 26$42K$224K
Net assetsLn 32$37K−$33K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$264K$175K$88K
Payroll taxesLn 10$23K$23K
Accounting feesLn 11c$12K$12K
Advertising and promotionLn 12$9K$9K
Office expensesLn 13$9K$9K
OccupancyLn 16$122K$122K
TravelLn 17$661$661
InterestLn 20$2K$2K
InsuranceLn 23$19K$19K
Other expenses (24a–d)Ln 24$44K$17K$27K
All other expensesLn 24e$22K$19K$3K
Total functional expensesLn 25$527K$368K$159K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $0−$370K 990 PDF
FY2024 $571K$822K−$251K−$370K 990 PDF
FY2023 $847K$782K$65K−$162K 990 PDF
FY2022 $568K$664K−$96K−$220K 990 PDF
FY2021 $483K$573K−$91K−$124K 990 PDF
FY2020 Viewing $458K$527K−$69K−$33K 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 FY2020 990 (4 parts)
Part VIII · Statement of revenue $457,800 across 6 lines filed
VIII-1e Government grants$42,933
VIII-1f All other contributions, gifts and grants$260,036
VIII-1h Total contributions, gifts and grants$302,969
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $154,717$154,717
VIII-3 Investment incomeRelated to mission $114$114
VIII-12 Total revenueRelated to mission $154,831$457,800
Part IX · Statement of functional expenses $527,220 across 11 lines filed
IX-7 Other salaries and wagesPrograms $175,388 · Management $88,485$263,873
IX-10 Payroll taxesPrograms $23,037$23,037
IX-11c Accounting feesManagement $12,139$12,139
IX-12 Advertising and promotionPrograms $9,161$9,161
IX-13 Office expensesManagement $8,695$8,695
IX-16 OccupancyPrograms $122,056$122,056
IX-17 TravelPrograms $661$661
IX-20 InterestPrograms $1,969$1,969
IX-23 InsuranceManagement $19,320$19,320
IX-24 Other expenses (24a–d)Programs $16,745 · Management $27,262$44,007
IX-24e All other expensesPrograms $19,035 · Management $3,267$22,302
IX-25 Total functional expensesPrograms $368,052 · Management $159,168 · Fundraising $0$527,220
Part X · Balance sheet $190,697 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $18,961$138,905
X-4 Accounts receivableStart of year $5,494$4,480
X-9 Prepaid expenses and deferred chargesStart of year $674$674
X-10c Land, buildings and equipment, netStart of year $53,234$46,638
X-16 Total assetsStart of year $78,363$190,697
X-17 Accounts payable and accrued expensesStart of year $1,286$707
X-24 Unsecured notes and loans payableStart of year $40,467$222,800
X-26 Total liabilitiesStart of year $41,753$223,507
X-32 Total net assets or fund balancesStart of year $36,610−$32,810
X-33 Total liabilities and net assetsStart of year $78,363$190,697
Part XI · Reconciliation of net assets −$32,810 net assets at year end
XI-1 Total revenue$457,800
XI-2 Total expenses$527,220
XI-3 Revenue less expenses−$69,420
XI-4 Net assets at start of year$36,610
XI-10 Net assets at end of year−$32,810

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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