Bartlesville Community Foundation
- Assets
- $23.3m
- Revenue
- $6.8m
- Investments
- $0.0
- Employees
- 0
- Location
- Bartlesville, OK
- Founding
- 04/2000
- Data as of
- 06/2021
- 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. 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 06/2021, Bartlesville Community Foundation generated $6.8m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 11.1% each year . All expenses for the organization totaled $2.3m during the year ending 06/2021. While expenses have increased by 10.0% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bartlesville Community Foundation has awarded 253 individual grants totaling $4,987,607. 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
2021
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 |
|---|---|---|---|
John M Wilt Executive Director | OfficerTrustee | 40 | $100,212 |
Debbie Mueggenborg Vice Chair | OfficerTrustee | 1 | $0 |
Spencer King Treasurer | OfficerTrustee | 1 | $0 |
John B Kane Past Chair | OfficerTrustee | 1 | $0 |
Kristen Lindblom Secretary | OfficerTrustee | 1 | $0 |
Brittany Rovenstine - Shoemake Chair | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $11,033 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $5,698,472 |
| Noncash contributions included in lines 1a–1f | $150,934 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,709,505 |
| Total Program Service Revenue | $211,910 |
| Investment income | $864,610 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $39,619 |
| 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 | $6,825,644 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,622,547 |
| 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. | $100,212 |
| Compensation of current officers, directors, key employees. | $15,032 |
| Compensation to disqualified persons | $173,161 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $35,683 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $9,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $201,407 |
| Fees for services: Other | $0 |
| Advertising and promotion | $2,947 |
| Office expenses | $8,555 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $20,337 |
| 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 | $589 |
| Insurance | $2,475 |
| All other expenses | $1,043 |
| Total functional expenses | $2,267,104 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $170,212 |
| Savings and temporary cash investments | $934,837 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $63,760 |
| 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 | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $22,053,405 |
| Intangible assets | $0 |
| Other assets | $30,952 |
| Total assets | $23,253,166 |
| Accounts payable and accrued expenses | $15,255 |
| 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 | $5,366,955 |
| Total liabilities | $5,382,210 |
| Net assets without donor restrictions | $5,939,201 |
| Net assets with donor restrictions | $11,931,755 |
| 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 | $23,253,166 |
Grants Awarded
Over the last fiscal year, Bartlesville Community Foundation has awarded $1,132,403 in support to 69 organizations.
| Grant Recipient | Amount |
|---|---|
BARTLESVILLE PUBLIC SCHOOL ISD #30 PURPOSE: TO PROVIDE ASSISTANCE FOR THE STAFF AT THE SCHOOL. | $281,000 |
Bartlesville, OK PURPOSE: THE PURPOSE OF THE BARTLESVILLE COMMUNITY CENTER IS TO PROVIDE CULTURAL AND EDUCATIONAL FACILITIES AND ACTIVITIES WHICH WILL STRENGTHEN THE CULTURE AND ECONOMY OF THE CITY OF BARTLESVILLE. | $150,913 |
Bartlesville, OK PURPOSE: TO ELEVATE FUTURES BY PROVIDING SUPERIOR AND RELEVANT TRAINING. | $135,200 |
Bartlesville, OK PURPOSE: TO IMPROVE EDUCATIONAL OUTCOMES FOR ALL STUDENTS IN OUR SCHOOLS. | $42,825 |
Bartlesville, OK PURPOSE: TO LOVE AND LEAD PEOPLE TO TAKE NEXT STEPS TO FIND AND FOLLOW JESUS. | $30,520 |
Austin, TX PURPOSE: TO PROVIDE QUALITY ARTISTIC EXPERIENCES FOR THE ENTERTAINMENT, ENRICHMENT, AND EDUCATION OF THE COMMUNITY. | $30,426 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Bartlesville Community Foundation has recieved totaling $5,000.
| Awarding Organization | Amount |
|---|---|
Gannett Foundations Inc Mclean, VA PURPOSE: CHARITABLE PURPOSE | $5,000 |
Endowment Analysis
| Beg. Balance | $6,567,889 |
| Earnings | $1,729,577 |
| Net Contributions | $5,107,026 |
| Other Expense | $1,474,979 |
| Ending Balance | $11,929,513 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Houston Jewish Community Foundation Houston, TX | $219,913,135 | $24,014,170 |
Aspen Community Foundation Basalt, CO | $62,511,754 | $28,301,426 |
Jewish Community Foundation Of Greater Kansas City Overland Park, KS | $291,884,746 | $15,071,209 |
Impact Charitable Denver, CO | $10,724,494 | $21,202,015 |
El Paso Community Foundation El Paso, TX | $84,044,216 | $21,715,289 |
Greater Salina Community Foundation Salina, KS | $322,187,245 | $17,442,186 |
Dallas Jewish Community Foundation Dallas, TX | $257,889,567 | $62,022,140 |
Excellerate Foundation Rogers, AR | $1,422,117 | $18,582,776 |
Greater Manhattan Community Foundation Manhattan, KS | $138,440,801 | $66,806,194 |
East Texas Communties Foundation Inc Tyler, TX | $137,619,988 | $26,912,059 |
Jewishcolorado Denver, CO | $81,767,824 | $13,645,129 |
Permian Basin Area Foundation Midland, TX | $279,717,835 | $33,055,231 |