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← BARTLESVILLE COMMUNITY FOUNDATION

Form 990 for tax year 2024

Filed by BARTLESVILLE COMMUNITY FOUNDATION.

Totals

Total revenue
$4,424,983
Total expenses
$3,340,305
Contributions and grants received
$2,888,732
Grants paid
$2,716,419
Program service revenue
$244,677
Investment income
$1,070,212
Other revenue
$221,362
Total assets, end of year
$26,690,195
Total liabilities, end of year
$7,123,652
Net assets or fund balances, end of year
$19,566,543
Program services expenses (Part IX)
$3,205,687
Management and general expenses
$62,107
Fundraising expenses
$72,511
Program service expenses (Part III)
$3,205,687

Program services were 96.0% 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

    $136,028

  • 1f · All other contributions, gifts and grants

    $2,752,704

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $244,677 · related or exempt $244,677

  • 3 · Investment income

    total $1,070,212 · excluded $1,070,212

  • 5 · Royalties

    total $19,136 · excluded $19,136

  • 8a · Fundraising events: gross income

    $26,924

  • 8a · Fundraising events: contributions included on line 1c

    $136,028

  • 8b · Fundraising events: direct expenses

    $26,924

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: OTHER

    total $202,226 · related or exempt $202,226

  • 11e · Other revenue, total

    $202,226

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,716,419 · program services $2,716,419

  • 5 · Compensation of officers, directors and key employees

    total $111,676 · program services $72,589 · management and general $16,751 · fundraising $22,336

  • 7 · Other salaries and wages

    total $102,745 · program services $66,784 · management and general $15,412 · fundraising $20,549

  • 10 · Payroll taxes

    total $43,745 · program services $28,434 · management and general $6,562 · fundraising $8,749

  • 11a · Fees: management

    total $253,607 · program services $253,607

  • 11c · Fees: accounting

    total $12,500 · program services $8,125 · management and general $1,875 · fundraising $2,500

  • 12 · Advertising and promotion

    total $2,180 · program services $1,417 · management and general $327 · fundraising $436

  • 13 · Office expenses

    total $25,486 · program services $11,611 · management and general $10,302 · fundraising $3,573

  • 16 · Occupancy

    total $20,996 · program services $13,647 · management and general $3,150 · fundraising $4,199

  • 22 · Depreciation, depletion and amortization

    total $7,817 · program services $5,081 · management and general $1,173 · fundraising $1,563

  • 23 · Insurance

    total $6,927 · program services $4,503 · management and general $1,039 · fundraising $1,385

  • 24a · Other expenses: SOFTWARE EXPENSE

    total $19,144 · program services $12,443 · management and general $2,872 · fundraising $3,829

  • 24b · Other expenses: PROFESSIONAL DEVELOPMEN

    total $11,020 · program services $7,163 · management and general $1,653 · fundraising $2,204

  • 24c · Other expenses: DUES

    total $3,920 · program services $2,548 · management and general $588 · fundraising $784

  • 24d · Other expenses: POSTAGE

    total $1,227 · program services $798 · management and general $184 · fundraising $245

  • 24e · All other expenses

    total $896 · program services $518 · management and general $219 · fundraising $159

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $161,407 · end of year $86,337

  • 2 · Savings and temporary cash investments

    beginning of year $1,813,691 · end of year $1,873,185

  • 4 · Accounts receivable

    beginning of year $63,150 · end of year $64,951

  • 10a · Land, buildings and equipment: cost or other basis

    $444,564

  • 10b · Land, buildings and equipment: accumulated depreciation

    $21,631

  • 10c · Land, buildings and equipment, net

    beginning of year $16,778 · end of year $422,933

  • 13 · Investments: program-related

    beginning of year $21,790,379 · end of year $24,211,837

  • 15 · Other assets

    beginning of year $30,952 · end of year $30,952

  • 17 · Accounts payable and accrued expenses

    beginning of year $89,539 · end of year $75,598

  • 25 · Other liabilities

    beginning of year $5,707,693 · end of year $7,048,054

  • 27 · Net assets without donor restrictions

    beginning of year $6,082,462 · end of year $5,609,131

  • 28 · Net assets with donor restrictions

    beginning of year $11,996,663 · end of year $13,957,412

Mission and programs · 2024

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 $3,205,687 · Grants $2,716,419 · Revenue $446,903

As filed on the 2024 return.

Listed in Part VII

  • Debbie Mueggenborg

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Gary Lorenz

    MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Spencer King

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Donna Bode

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Janie Kirkpatrick

    MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Greg Collins

    MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ashley Kane

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Brittany Shoemake

    MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jon Lindblom

    MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kevin Hay

    MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Penny Johnson

    MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Joshua Randolph

    MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Julie Mauntel

    MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Laura Jensen

    EXECUTIVE DIRECTOR

    Total calculated
    $111,676
    From this org
    $111,676
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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

  • BARTLESVILLE PUBLIC SCHOOL ISD #30

    $249,864

    TO PROVIDE ASSISTANCE FOR THE STAFF AT THE SCHOOL.

  • CITY CHURCH

    $234,755

    THE MISSION OF CITY CHURCH IS SIMPLE: HELPING PEOPLE THAT ARE FAR FROM GOD FIND AND FOLLOW JESUS. AS JESUS SAYS IN MARK 16:15 (TLB), "PROCLAIM THE GOOD NEWS TO EVERYONE, EVERYWHERE."

  • PROVIDE FOOD, SHELTER, AND CLOTHING FOR HOMELESS PEOPLE THAT EXHIBIT FEELINGS OF HOPELESSNESS.

  • OKMUSIC

    $125,200

    DELIVER HIGH QUALITY MUSICA AND CULTURAL EXPERIENCES FOR ALL AGES.

  • PROVIDE CULTURAL AND EDUCATIONAL FACILITIES AND ACTIVITIES WHICH WILL STRENGTHEN THE CULTURE AND ECONOMY OF THE CITY OF BARTLESVILLE.

  • GRACE COMMUNITY CHURCH

    $103,400

    TO CONNECT TO A FAMILY, COMMIT TO A JOURNEY, AND SERVE IN HIS NAME.

  • PROVIDE FINANCIAL RESOURCES, CULTIVATE COMMUNITY PARTNERSHIPS, AND CELEBRATE ACHIEVEMENTS TO ENGAGE STUDENTS, EMPOWER TEACHERS, AND ENRICH LEARNING WITHIN BARTLESVILLE PUBLIC SCHOOLS.

  • TO EQUIP PEOPLE THROUGHOUT THE WORLD IN THEIR DESIRE TO BECOME PASSIONATE JESUS FOLLOWERS TO PASS ON WHO THEY BECOME THROUGH THEIR OWN LIFE, LEADESHIP, MARRIAGE, PARENTING, AND FAMILY FOR GENERATIONS TO COME.

  • TO ELEVATE FUTURES BY PROVIDING SUPERIOR AND RELEVANT TRAINING.

  • 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.

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202601359349313110

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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