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 MueggenborgDEBBIE MUEGGENBORG
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Gary LorenzGARY LORENZ
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Spencer KingSPENCER KING
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Donna BodeDONNA BODE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Janie KirkpatrickJANIE KIRKPATRICK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Greg CollinsGREG COLLINS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ashley KaneASHLEY KANE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Brittany ShoemakeBRITTANY SHOEMAKE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jon LindblomJON LINDBLOM
MEMBER
- 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
-
Joshua RandolphJOSHUA RANDOLPH
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Julie MauntelJULIE MAUNTEL
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laura JensenLAURA 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.
-
$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."
-
$201,200
PROVIDE FOOD, SHELTER, AND CLOTHING FOR HOMELESS PEOPLE THAT EXHIBIT FEELINGS OF HOPELESSNESS.
-
$125,200
DELIVER HIGH QUALITY MUSICA AND CULTURAL EXPERIENCES FOR ALL AGES.
-
$116,801
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.
-
INTENTIONAL PARENTS INTERNATIONAL
$100,000
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.
-
TRI COUNTY TECHNOLOGY FOUNDATION
$59,262
TO ELEVATE FUTURES BY PROVIDING SUPERIOR AND RELEVANT TRAINING.
-
$52,900
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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