Bartlesville Community Foundation
- Assets
- $20.3m
- Revenue
- $2.9m
- Investments
- $0.0
- Employees
- 4
- Location
- Bartlesville, OK
- Founding
- 04/2000
- Data as of
- 06/2022
- EIN
- 73-1575838
Organization Overview
Bartlesville Community Foundation is located in Bartlesville, OK. The organization was established in 2000. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, Bartlesville Community Foundation employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bartlesville Community Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Bartlesville Community Foundation generated $2.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (3.6%) each year. All expenses for the organization totaled $2.5m during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bartlesville Community Foundation has awarded 283 individual grants totaling $6,504,470. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE A SIMPLE WAY TO DO GOOD WORKS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO RECEIVE, MANAGE, AND DISTRIBUTE GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE BETTERMENT OF THE BARTLESVILLE, OKLAHOMA AREA.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Debbie Mueggenborg Vice Chair | OfficerTrustee | 1 | $0 |
David Ingram Member | Trustee | 1 | $0 |
Spencer King Treasurer | OfficerTrustee | 1 | $0 |
Donna Bode Member | Trustee | 1 | $0 |
Janie Kirkpatrick Member | Trustee | 1 | $0 |
Mike Wilt Executive Director | OfficerTrustee | 40 | $96,461 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $60,706 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,108,042 |
| Noncash contributions included in lines 1a–1f | $163,528 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,168,748 |
| Total Program Service Revenue | $228,233 |
| Investment income | $488,769 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $27,607 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,913,357 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,952,112 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $96,461 |
| Compensation of current officers, directors, key employees. | $14,469 |
| Compensation to disqualified persons | $107,389 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $31,765 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $10,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $254,903 |
| Fees for services: Other | $0 |
| Advertising and promotion | $4,301 |
| Office expenses | $13,405 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $22,150 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $234 |
| Insurance | $2,495 |
| All other expenses | $735 |
| Total functional expenses | $2,517,136 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $212,849 |
| Savings and temporary cash investments | $1,198,355 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $54,319 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $4,873 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $18,790,031 |
| Intangible assets | $0 |
| Other assets | $30,952 |
| Total assets | $20,291,379 |
| Accounts payable and accrued expenses | $91,639 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $4,204,245 |
| Total liabilities | $4,295,884 |
| Net assets without donor restrictions | $5,430,825 |
| Net assets with donor restrictions | $10,564,670 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $20,291,379 |
Grants Awarded
Over the last fiscal year, Bartlesville Community Foundation has awarded $1,884,090 in support to 52 organizations.
| Grant Recipient | Amount |
|---|---|
BOYS AND GIRLS CLUB OF BARTLESVILLE PURPOSE: TO PROVIDE ASSISTANCE TO CHILDREN IN THE COMMUNITY. | $214,974 |
FIRST WESLEYAN CHURCH PURPOSE: TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. | $19,000 |
BARTLESVILLE PUBLIC SCHOOL ISD #30 PURPOSE: TO PROVIDE ASSISTANCE FOR THE STAFF AT THE SCHOOL. | $126,176 |
CHILDRENS MUSICAL THEATRE OF BARTLESVILLE PURPOSE: FOR THE ADVANCEMENT OF THE ARTS THROUGH CHILDREN. | $10,000 |
BIG BROTHERS BIG SISTERS OF OKLAHOMA PURPOSE: TO PROVIDE ASSISTANCE TO CHILDREN IN THE COMMUNITY. | $7,050 |
BARTLESVILLE ART ASSOCIATION PURPOSE: TO SERVE THE COMMUNITY THROUGH THE LOVE OF VISUAL ARTS. | $22,700 |