Form 990 for tax year 2022
Filed by BARTLESVILLE COMMUNITY FOUNDATION.
Totals
- Total revenue
- $2,300,669
- Total expenses
- $2,513,595
- Contributions and grants received
- $1,787,173
- Grants paid
- $1,999,088
- Program service revenue
- $206,158
- Investment income
- $275,745
- Other revenue
- $31,593
- Total assets, end of year
- $21,332,903
- Total liabilities, end of year
- $4,651,463
- Net assets or fund balances, end of year
- $16,681,440
- Program services expenses (Part IX)
- $2,407,548
- Management and general expenses
- $45,449
- Fundraising expenses
- $60,598
- Program service expenses (Part III)
- $2,407,548
Program services were 95.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$42,375
-
1f · All other contributions, gifts and grants
$1,744,798
-
1g · Noncash contributions included above
$164,907
-
2a · Program service revenue: ADMINISTRATIVE FEES
total $206,158 · related or exempt $206,158
-
3 · Investment income
total $275,745 · excluded $275,745
-
5 · Royalties
total $31,593 · excluded $31,593
-
8a · Fundraising events: gross income
$35,549
-
8a · Fundraising events: contributions included on line 1c
$42,375
-
8b · Fundraising events: direct expenses
$35,549
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,999,088 · program services $1,999,088
-
5 · Compensation of officers, directors and key employees
total $108,489 · program services $70,518 · management and general $16,273 · fundraising $21,698
-
7 · Other salaries and wages
total $79,583 · program services $51,729 · management and general $11,938 · fundraising $15,916
-
10 · Payroll taxes
total $31,154 · program services $20,250 · management and general $4,673 · fundraising $6,231
-
11a · Fees: management
total $211,514 · program services $211,514
-
11c · Fees: accounting
total $11,500 · program services $7,475 · management and general $1,725 · fundraising $2,300
-
12 · Advertising and promotion
total $2,320 · program services $1,508 · management and general $348 · fundraising $464
-
13 · Office expenses
total $11,039 · program services $7,175 · management and general $1,656 · fundraising $2,208
-
16 · Occupancy
total $25,322 · program services $16,460 · management and general $3,798 · fundraising $5,064
-
22 · Depreciation, depletion and amortization
total $1,647 · program services $1,071 · management and general $247 · fundraising $329
-
23 · Insurance
total $2,368 · program services $1,539 · management and general $355 · fundraising $474
-
24a · Other expenses: SOFTWARE EXPENSE
total $18,515 · program services $12,035 · management and general $2,777 · fundraising $3,703
-
24b · Other expenses: DUES
total $5,954 · program services $3,870 · management and general $893 · fundraising $1,191
-
24c · Other expenses: PROFESSIONAL DEVELOPMEN
total $2,525 · program services $1,641 · management and general $379 · fundraising $505
-
24d · Other expenses: POSTAGE
total $1,946 · program services $1,265 · management and general $292 · fundraising $389
-
24e · All other expenses
total $631 · program services $410 · management and general $95 · fundraising $126
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $212,849 · end of year $204,383
-
2 · Savings and temporary cash investments
beginning of year $1,198,355 · end of year $525,586
-
4 · Accounts receivable
beginning of year $54,319 · end of year $57,513
-
10a · Land, buildings and equipment: cost or other basis
$57,879
-
10b · Land, buildings and equipment: accumulated depreciation
$25,319
-
10c · Land, buildings and equipment, net
beginning of year $4,873 · end of year $32,560
-
13 · Investments: program-related
beginning of year $18,790,031 · end of year $20,481,909
-
15 · Other assets
beginning of year $30,952 · end of year $30,952
-
17 · Accounts payable and accrued expenses
beginning of year $91,639 · end of year $90,727
-
25 · Other liabilities
beginning of year $4,204,245 · end of year $4,560,736
-
27 · Net assets without donor restrictions
beginning of year $5,430,825 · end of year $5,790,007
-
28 · Net assets with donor restrictions
beginning of year $10,564,670 · end of year $10,891,433
Mission and programs · 2022
Mission
TO PROVIDE A SIMPLE WAY TO DO GOOD WORKS.
-
TO RECEIVE, MANAGE, AND DISTRIBUTE GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE BETTERMENT OF THE BARTLESVILLE, OKLAHOMA AREA.
Expenses $2,407,548 · Grants $1,999,088 · Revenue $206,158
As filed on the 2022 return.
Listed in Part VII
-
Debbie MueggenborgDEBBIE MUEGGENBORG
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
David IngramDAVID INGRAM
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Spencer KingSPENCER KING
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Donna BodeDONNA BODE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Janie KirkpatrickJANIE KIRKPATRICK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laura JensenLAURA JENSEN
EXECUTIVE DIRECTOR
- Total calculated
- $108,489
- From this org
- $108,489
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Greg CollinsGREG COLLINS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sara FreemanSARA FREEMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mat SaddorisMAT SADDORIS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kristen LindblomKRISTEN LINDBLOM
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kevin HayKEVIN HAY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Penny JohnsonPENNY JOHNSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cana MizeCANA MIZE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Bill BeierschmittBILL BEIERSCHMITT
MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$233,289
TO PROVIDE EDUCATIONAL AND SUPPORT SERVICES TO CHILDREN AND ADULTS WITH AUTISM SPECTRUM DISORDERS AND THEIR FAMILIES.
-
BARTLESVILLE PUBLIC SCHOOL ISD #30
$181,939
TO PROVIDE ASSISTANCE FOR THE STAFF AT THE SCHOOL.
-
$153,100
DELIVER HIGH QUALITY MUSICA AND CULTURAL EXPERIENCES FOR ALL AGES.
-
TRI COUNTY TECHNOLOGY FOUNDATION
$98,448
TO ELEVATE FUTURES BY PROVIDING SUPERIOR AND RELEVANT TRAINING.
-
PROVIDE FINANCIAL RESOURCES, CULTIVATE COMMUNITY PARTNERSHIPS, AND CELEBRATE ACHIEVEMENTS TO ENGAGE STUDENTS, EMPOWER TEACHERS, AND ENRICH LEARNING WITHIN BARTLESVILLE PUBLIC SCHOOLS.
-
GRACE COMMUNITY CHURCH
$68,400
TO CONNECT TO A FAMILY, COMMIT TO A JOURNEY, AND SERVE IN HIS NAME.
-
$56,759
THE MISSION OF THE PRICE TOWER IS TO PRESERVE THE PRICE TOWER, INSPIRE ARTISTS AND AUDIENCES, AND CELEBRATE ART, ARCHITECTURE, AND DESIGN.
-
$33,300
TO BRING A LIFE-AFFIRMING VOICE TO PREGNANT WOMEN BY ESTABLISHING RELATIONSHIPS AND PROVIDING CARE AT THEIR POINT OF NEED. WE ARE GUIDED BY THE LOVE OF JESUS AND GIVE HOPE TO ALL THOSE WE SERVE.
-
FIRE PREVENTION AND EMERGENCY RESPONSE.
-
LIFECHURCH - OWASSO
$30,200
TO LEAD PEOPLE TO BECOME FULLY DEVOTED FOLLOWERS OF CHRIST.
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441359349310369
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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