TULSA BALLET THEATRE TRUST FUND (EIN 731165420) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Phone

7275672300

Tax Period

2023-06-01 to 2024-05-31

TULSA BALLET THEATRE TRUST FUND, founded in 1981, is a small nonprofit in the Arts, Culture & Humanities sector that reported $347K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $284K, a strong 82% operating margin.

Mission

SUPPORT TULSA BALLET THEATRE, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $347,279

Other Revenue $0

TOTAL REVENUE $347,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,578

Fundraising Expenses $0

Other Expenses $7,424

TOTAL EXPENSES $63,002

Year-over-Year Comparison

	2023	2022	Change
Revenue	$347,279	$546,915	-0.4%
Expenses	$63,002	$66,698	-0.1%
Net Income	$284,277	$480,217	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$197,517

Total Directors

$55,578

Key Employees

$111,761

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBYN DEVORE	BOARD CHAIR	N/A	Officer Director	$0	$0	$0
HIILLARY PENROD	AUDIT CHAIR	N/A	Officer Director	$0	$0	$0
FRAUKE PETERSON	TREASURER	N/A	Officer Director	$0	$0	$0
LINDA STRONG	STRATEGIC CHAIR	N/A	Officer Director	$0	$0	$0
DIANA WOLFF	SECRETARY	N/A	Officer Director	$0	$0	$0
JUSTIN CARPENTER	CHAIR APPOINTEE	N/A	Director	$0	$0	$0
KITTY FRAME	CHAIR APPOINTEE	N/A	Director	$0	$0	$0
DEBORAH LIN	CHAIR APPOINTEE	N/A	Director	$0	$0	$0
STEPHANIE REGAN	CHAIR APPOINTEE	N/A	Director	$0	$0	$0
MELANIE TATE	DIRECTOR	N/A	Director	$0	$0	$0
CIORE TAYLOR	DIRECTOR	N/A	Director	$0	$0	$0
CASSIE REESE TIPTON	DIRECTOR	N/A	Director	$0	$0	$0
RICHELLE VOTH	DIRECTOR	N/A	Director	$0	$0	$0
ELIZABETH ABBATE WARREN	DIRECTOR	N/A	Director	$0	$0	$0
RAYMOND JAMES TRUST N A	TRUSTEE	1.0	Director	$55,578	$0	$55,578
PORSCHA RADCLIFFE	DIRECTOR	N/A	Director	$0	$0	$0
KENNETH SKILLMAN	DIRECTOR	N/A	Director	$0	$0	$0
JULIE SMITH	DIRECTOR	N/A	Director	$0	$0	$0
DAVE SOPARK	DIRECTOR	N/A	Director	$0	$0	$0
SANDY STAVA	DIRECTOR	N/A	Director	$0	$0	$0
SHERI STINSON	DIRECTOR	N/A	Director	$0	$0	$0
CRYSTAL STOVALL	DIRECTOR	N/A	Director	$0	$0	$0
MATT FARRIS	DIRECTOR	N/A	Director	$0	$0	$0
STEPHANIE FORREST	DIRECTOR	N/A	Director	$0	$0	$0
ASHLEE HALL	DIRECTOR	N/A	Director	$0	$0	$0
CATE HILDEBRAND	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE HOPKINS	DIRECTOR	N/A	Director	$0	$0	$0
LAURA HULSE	DIRECTOR	N/A	Director	$0	$0	$0
DAVID KARIMAN	DIRECTOR	N/A	Director	$0	$0	$0
ANDREW MALATI	DIRECTOR	N/A	Director	$0	$0	$0
DANIELLE MINNICK	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE MORGAN	DIRECTOR	N/A	Director	$0	$0	$0
LISA OWENS	DIRECTOR	N/A	Director	$0	$0	$0
MARY BARNES	CHAIR EMERITUS	N/A	Director	$0	$0	$0
BILLIE BARNETT	CHAIR EMERITUS	N/A	Director	$0	$0	$0
CHERYL FORREST	CHAIR EMERITUS	N/A	Director	$0	$0	$0
RAMEZ HAKIM	CHAIR EMERITUS	N/A	Director	$0	$0	$0
LEANNE HELMERICH	CHAIR EMERITUS	N/A	Director	$0	$0	$0
BETTY PIRNAT	CHAIR EMERITUS	N/A	Director	$0	$0	$0
HANNAH ROBSON	CHAIR EMERITUS	N/A	Director	$0	$0	$0
JANET SELSER	CHAIR EMERITUS	N/A	Director	$0	$0	$0
GEORGIA SNOKE	CHAIR EMERITUS	N/A	Director	$0	$0	$0
SKIP TEEL	CHAIR EMERITUS	N/A	Director	$0	$0	$0
SUSIE WELLENDORF	PAST CHAIR	N/A	Director	$0	$0	$0
MOLLIE WILLIFORD	CHAIR EMERITUS	N/A	Director	$0	$0	$0
ANN GRAVES	HON. DIRECTOR	N/A	Director	$0	$0	$0
JACKIE KOURI	HON. DIRECTOR	N/A	Director	$0	$0	$0
MEGAN BECK	DIRECTOR	N/A	Director	$0	$0	$0
ANNIE CHANG	DIRECTOR	N/A	Director	$0	$0	$0
ROMEL CHATTERJEE	DIRECTOR	N/A	Director	$0	$0	$0
JENNIFER CONWAY	DIRECTOR	N/A	Director	$0	$0	$0
MARCELLO ANGELINI	CEO	50.0	Officer Highest	$0	$0	$197,517
WILLIAM BLACK	MANAGING DIRECTOR	50.0	Key Emp	$0	$0	$111,761

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$347,279	$63,002	$10,772,990	$284,277
2023	$546,915	$66,698	$9,832,219	$480,217
2022	$605,683	$63,480	$10,355,329	$542,203
2021	$576,590	$65,349	$11,363,833	$511,241
2020	$447,600	$58,817	$9,459,756	$388,783
2019	$440,970	$52,759	$8,801,243	$388,211
2018	$491,141	$49,808	$7,527,491	$441,333

TULSA BALLET THEATRE TRUST FUND