Nonprofit · EIN 20-3798077
TULSA SYMPHONY ORCHESTRA INC
Tax-exempt · TULSA, OK 74103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,953,682 | $2,858,327 | $95,355 | $2,405,067 | $234,218 | $2,170,849 |
| June 30, 2024 | 990 | $2,467,434 | $2,876,516 | -$409,082 | $2,276,915 | $226,611 | $2,050,304 |
| June 30, 2023 | 990 | $2,692,979 | $3,182,731 | -$489,752 | $2,225,251 | $384,603 | $1,840,648 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,071,100
- of which government grants
- $99,235
- Program service revenue
- $783,624
- Investment income
- $98,958
- Net gain from sales of assets
- $35,523
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $247,252
- Other salaries and wages
- $1,334,474
- Salaries, compensation and benefits (total)
- $1,814,553
- Professional fundraising fees
- $0
- Legal fees
- $396
- Accounting fees
- $73,308
- Occupancy
- $42,292
- Travel
- $155,976
- Depreciation
- $14,680
- Program services (functional)
- $1,927,405
- Management and general (functional)
- $686,953
- Fundraising (functional)
- $243,969
Balance sheet and other
- Total assets, start of year
- $2,219,906
- Total assets, end of year
- $2,405,067
- Total liabilities, end of year
- $234,218
- Net assets, end of year
- $2,170,849
- Land, buildings and equipment
- $71,077
- Publicly traded securities
- $1,393,286
- Net assets without donor restrictions
- $1,542,138
- Net assets with donor restrictions
- $628,711
- Gross receipts
- $3,312,580
- Employees
- 284
- Volunteers
- 65
- Year formed
- 2005
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tim McFadden | Executive VP Trustee or director, Officer | 40 | $85,661 |
| Marc Facci | Director Trustee or director | 24 | $67,974 |
| Ron Predl | Executive Dir. Officer | 40 | $61,800 |
| Kari Caldwell | Director Trustee or director | 10 | $31,817 |
| Brian Boatwright | Director Trustee or director | 2 | $0 |
| Lynn Goldberg | President Trustee or director, Officer | 4 | $0 |
| Kyden Creekpaum | Director Trustee or director | 2 | $0 |
| Ken Busby | Director Trustee or director | 2 | $0 |
| Malisa Nell | Director Trustee or director | 2 | $0 |
| Kathy Henry | Director Trustee or director | 2 | $0 |
| Joan Seay | Director Trustee or director | 2 | $0 |
| David Adelson | Director Trustee or director | 2 | $0 |
| Caroline Abbott | Director Trustee or director | 2 | $0 |
| Erin Daily | President-Elect Trustee or director, Officer | 4 | $0 |
| Katrine Hakim | Director Trustee or director | 2 | $0 |
22 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chris Barber | Director Trustee or director | 2 | $0 |
| Matt McCready | Director Trustee or director | 2 | $0 |
| Anna Norberg | Director Trustee or director | 2 | $0 |
| Dr Rollie Rhodes | Director Trustee or director | 2 | $0 |
| Donald Smith | Treasurer Trustee or director, Officer | 4 | $0 |
| Stephen Tackett | Director Trustee or director | 2 | $0 |
| Adam Betz | Secretary Trustee or director, Officer | 4 | $0 |
| Sarah Coburn-Rothermel | Director Trustee or director | 2 | $0 |
| Andrew Gottehrer | Director Trustee or director | 2 | $0 |
| Lindsey Helmerich | Director Trustee or director | 2 | $0 |
| Josh Jakubovitz | Director Trustee or director | 2 | $0 |
| Erwin Janssen | Director Trustee or director | 2 | $0 |
| Sarthak Nigam | Director Trustee or director | 2 | $0 |
| Deborah Shallcross | Director Trustee or director | 2 | $0 |
| Christy Craig Thames | Director Trustee or director | 2 | $0 |
| Dr Timothy R Young | Director Trustee or director | 2 | $0 |
| Ben Clark | Director Trustee or director | 2 | $0 |
| Ryan Featherston | Director Trustee or director | 2 | $0 |
| Holly Ferguson | Director Trustee or director | 2 | $0 |
| Chad Johnson | Director Trustee or director | 2 | $0 |
| J Wesley Pebsworth | Director Trustee or director | 2 | $0 |
| Margarita Vega | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 39 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tim McFadden | VP - Exec Comm Trustee or director, Officer | 40 | $86,666 |
| Marc Facci | Librarian Trustee or director | 24 | $74,209 |
| Ron Predl | Executive Dir. Officer | 40 | $69,000 |
| Kari Caldwell | Director Trustee or director | 10 | $31,671 |
| Roger Blais | Chairman Trustee or director, Officer | 2 | $0 |
| Lynn Goldberg | VP Fund Dev Trustee or director, Officer | 4 | $0 |
| Kyden Creekpaum | Board President Trustee or director, Officer | 5 | $0 |
| Ken Busby | VP Governance Trustee or director, Officer | 5 | $0 |
| Malisa Nell | Treasurer Trustee or director, Officer | 4 | $0 |
| Kathy Henry | Director Trustee or director, Officer | 2 | $0 |
| John Seay | Secretary Trustee or director, Officer | 4 | $0 |
| Stephen Craft | Director Trustee or director | 4 | $0 |
| Derek Matthesen | Director Trustee or director | 4 | $0 |
| David Adelson | Director Trustee or director | 1 | $0 |
| Caroline Abbott | Director Trustee or director | 1 | $0 |
| Dana Higbee | Director Trustee or director | 1 | $0 |
| David Adelson | Director Trustee or director | 1 | $0 |
| Erin Daily | Director Trustee or director | 1 | $0 |
| Katrine Hakim | Director Trustee or director | 1 | $0 |
| Chris Barber | Director Trustee or director | 1 | $0 |
| Marlo Holly | VP Marketing Trustee or director | 1 | $0 |
| Matt McCready | Director Trustee or director | 1 | $0 |
| Anna Norberg | Director Trustee or director | 1 | $0 |
| Dr Rollie Rhodes | Director Trustee or director | 2 | $0 |
| Donald Smith | Director Trustee or director | 2 | $0 |
| Ed Tacket | VP Education Trustee or director | 1 | $0 |
| Adam Betz | Director Trustee or director | 1 | $0 |
| Sarah Coburn-Rothermel | Director Trustee or director | 1 | $0 |
| Andrew Gottehrer | Director Trustee or director | 1 | $0 |
| Lindsey Helmerich | Director Trustee or director | 1 | $0 |
| Josh Jakubovitz | Director Trustee or director | 1 | $0 |
| Erwin Janssen | Director Trustee or director | 1 | $0 |
| Susan Lindberg | Director Trustee or director | 1 | $0 |
| Sarthak Nigam | Director Trustee or director | 1 | $0 |
| Judge Deborah C Shallcross | Director Trustee or director | 1 | $0 |
| Stephen Todd Tackett | Director Trustee or director | 1 | $0 |
| Christy Craig Thames | Director Trustee or director | 1 | $0 |
| Ronald Wheeler | Director Trustee or director | 1 | $0 |
| Dr Timothy R Young | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Keith Elder | Prior Exec Dir Officer | 40 | $157,083 | $12,916 |
| Tim McFadden | VP - Exec Comm Trustee or director, Officer | 40 | $86,804 | $6,458 |
| Marc Facci | 24 Trustee or director | 24 | $73,337 | $6,458 |
| Ron Predl | Executive Dir. Officer | 40 | $48,000 | $0 |
| Kari Caldwell | Director Trustee or director | 10 | $32,397 | $0 |
| Stephen Craft | Director Trustee or director | 4 | $12,515 | $0 |
| Dana Higbee | Director Trustee or director | 1 | $10,352 | $0 |
| Derek Matthesen | Director Trustee or director | 4 | $9,146 | $0 |
| Chad Johnson | Director Trustee or director | 2 | $7,924 | $0 |
| Roger Blais | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Lynn Goldberg | VP Fund Dev Trustee or director, Officer | 4 | $0 | $0 |
| Kyden Creekpaum | Board President Trustee or director, Officer | 5 | $0 | $0 |
| Ken Busby | VP Governance Trustee or director, Officer | 5 | $0 | $0 |
| Malisa Nell | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Kathy Henry | Director Trustee or director, Officer | 2 | $0 | $0 |
| John Seay | Secretary Trustee or director, Officer | 4 | $0 | $0 |
| Caroline Abbott | Director Trustee or director | 1 | $0 | $0 |
| Dan Call | Director Trustee or director | 1 | $0 | $0 |
| Erin Daily | Director Trustee or director | 1 | $0 | $0 |
| Katrine Hakim | Director Trustee or director | 1 | $0 | $0 |
| Bernie Heller | Director Trustee or director | 1 | $0 | $0 |
| Marlo Holly | VP Marketing Trustee or director | 1 | $0 | $0 |
| Matt McCready | Director Trustee or director | 1 | $0 | $0 |
| Anna Norberg | Director Trustee or director | 1 | $0 | $0 |
| Dr Rollie Rhodes | Director Trustee or director | 2 | $0 | $0 |
| Donald Smith | Director Trustee or director | 2 | $0 | $0 |
| Ed Tacket | VP Education Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 117 N BOSTON AVE STE 201, TULSA, OK 74103-2039
- In care of
- % RONALD E PREDL
- Principal officer (990 for 2024)
- Morgan Walker
- Signed the 990
- Morgan Walker, Executive Dir.
- Website
- www.tulsasymphony.org
- Return prepared by
- Conklin Gilpin & Wertz PLLC
Mission
Entertains, educates, heals, and inspires through musical excellence, innovation, and collaboration.
Program accomplishments
- 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 $1,555,975 · revenue $783,624
- 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 $214,599
- 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 $156,831
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-3798077
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A69)
- Assets (IRS master file)
- $2,405,067
- Income (IRS master file)
- $3,312,580
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,953,682 | $2,858,327 | $2,405,067 | IRS |
| 990 | June 2024 | $2,467,434 | $2,876,516 | $2,276,915 | IRS |
| 990 | June 2023 | $2,692,979 | $3,182,731 | $2,225,251 | XML |
| 990 | June 2022 | $2,694,895 | $2,712,452 | $2,642,124 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3798077).
Questions about TULSA SYMPHONY ORCHESTRA INC
- What is the EIN of TULSA SYMPHONY ORCHESTRA INC?
- The employer identification number (EIN) of TULSA SYMPHONY ORCHESTRA INC is 20-3798077.
- Is TULSA SYMPHONY ORCHESTRA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to TULSA SYMPHONY ORCHESTRA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TULSA SYMPHONY ORCHESTRA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TULSA SYMPHONY ORCHESTRA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TULSA SYMPHONY ORCHESTRA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TULSA SYMPHONY ORCHESTRA INC?
- The 990 for the year ended June 30, 2025 names Morgan Walker.
- Who are the officers and directors of TULSA SYMPHONY ORCHESTRA INC?
- The 990 for the year ended June 30, 2025 lists 37 people; 4 received compensation from the organization, the highest $85,661 (Tim McFadden, Executive VP).
- How much revenue does TULSA SYMPHONY ORCHESTRA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,953,682, expenses of $2,858,327 and total assets of $2,405,067 at year end.
Other nonprofits in TULSA
- PHILBROOK MUSEUM OF ART INC EIN 73-0579279 · last filed 990 for 2025
- GILCREASE MUSEUM MANAGEMENT TRUST EIN 26-2205415 · last filed 990 for 2025
- TULSA BALLET THEATER INC EIN 73-0667485 · last filed 990 for 2025
- TULSA OKTOBERFEST INC EIN 73-1154567 · last filed 990 for 2025
- TULSA CHILDRENS MUSEUM EIN 26-0904448 · last filed 990 for 2025
- SWEET ADELINES INTERNATIONAL CORPORATION EIN 73-0677658 · last filed 990-N for 2025
- TULSA OPERA INC EIN 73-0643311 · last filed 990 for 2025
- TULSA AIR AND SPACE MUSEUM INC EIN 73-1452965 · last filed 990 for 2024
All nonprofits in TULSA · Oklahoma · Arts, culture and humanities