BARTLESVILLE COMMUNITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BARTLESVILLE COMMUNITY FOUNDATION (EIN 73-1575838)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201641379349303409
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T10:47:11-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 730941849 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYAN LITTLE HALEY & KENT P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2306 | AddressLine1Txt |
| City | BARTLESVILLE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 740052306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731575838 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLESVILLE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BART | BusinessNameControlTxt |
| Phone | 9183372287 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 E 4TH STREET | AddressLine1Txt |
| City | BARTLESVILLE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRET SHOEMAKE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9183372287 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT HALEY | PreparerPersonNm |
| PTIN | P00639812 | PTIN |
| Phone | 9183361433 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRET SHOEMAKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 E 4TH STREET | AddressLine1Txt |
| City | BARTLESVILLE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,280,906 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARTLESVILLECF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A SIMPLE WAY TO DO GOOD WORKS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,145,227 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,112,969 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,653 | PYInvestmentIncomeAmt |
| CY Investment Income | $82,661 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,199,880 | PYTotalRevenueAmt |
| CY Total Revenue | $3,195,630 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $732,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,421,179 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $102,662 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $109,520 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $31,260 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $86,409 | PYOtherExpensesAmt |
| CY Other Expenses | $124,620 | CYOtherExpensesAmt |
| PY Total Expenses | $921,471 | PYTotalExpensesAmt |
| CY Total Expenses | $1,655,319 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $278,409 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,540,311 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,499,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,620,801 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,507,044 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,131,173 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,992,548 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,489,628 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE A SIMPLE WAY TO DO GOOD WORKS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,597,932 | ExpenseAmt |
| Grant | $1,421,179 | GrantAmt |
| Desc | TO RECEIVE, MANAGE, AND DISTRIBUTE GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE BETTERMENT OF THE BARTLESVILLE, OKLAHOMA AREA. | Desc |
| Total Program Service Expenses | $1,597,932 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLESVILLE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9183372287 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 E 4TH STREET | AddressLine1Txt |
| City | BARTLESVILLE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74003 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KYLE HUBBARD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBBIE MUEGGENBORG | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MAY | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SPENCER KING | ||||||
| VICE - CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GLENN BONNER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLIE BOWERMAN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK HEADLEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB POMEROY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON HOPKINS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS BROWN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA SKELLY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLENT STEWART | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MIHM | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN CRAWFORD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $72,188 | $0 | $0 |
| JOHN B KANE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ALICE SIGMON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRET SHOEMAKE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $72,188 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $30,901 | FundraisingAmt |
| All Other Contributions | $3,082,068 | AllOtherContributionsAmt |
| Total Contributions | $3,112,969 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,661 | TotalRevenueColumnAmt |
| Exclusion | $82,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $85,276 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $30,901 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $85,276 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,195,630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $82,661 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,421,179 | TotalAmt |
| Program Services | $1,421,179 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,188 | TotalAmt |
| Program Services | $46,922 | ProgramServicesAmt |
| Management And General | $10,828 | ManagementAndGeneralAmt |
| Fundraising | $14,438 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,981 | TotalAmt |
| Program Services | $15,588 | ProgramServicesAmt |
| Management And General | $3,597 | ManagementAndGeneralAmt |
| Fundraising | $4,796 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $3,900 | ProgramServicesAmt |
| Management And General | $900 | ManagementAndGeneralAmt |
| Fundraising | $1,200 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,351 | TotalAmt |
| Program Services | $4,778 | ProgramServicesAmt |
| Management And General | $1,103 | ManagementAndGeneralAmt |
| Fundraising | $1,470 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,000 | TotalAmt |
| Program Services | $4,551 | ProgramServicesAmt |
| Management And General | $1,050 | ManagementAndGeneralAmt |
| Fundraising | $1,399 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,398 | TotalAmt |
| Program Services | $49,244 | ProgramServicesAmt |
| Management And General | $66 | ManagementAndGeneralAmt |
| Fundraising | $88 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,500 | TotalAmt |
| Program Services | $26,500 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,361 | TotalAmt |
| Program Services | $1,535 | ProgramServicesAmt |
| Management And General | $354 | ManagementAndGeneralAmt |
| Fundraising | $472 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,379 | TotalAmt |
| Program Services | $6,639 | ProgramServicesAmt |
| Management And General | $1,603 | ManagementAndGeneralAmt |
| Fundraising | $2,137 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,662 | TotalAmt |
| Program Services | $12,780 | ProgramServicesAmt |
| Management And General | $2,950 | ManagementAndGeneralAmt |
| Fundraising | $3,932 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985 | TotalAmt |
| Program Services | $640 | ProgramServicesAmt |
| Management And General | $148 | ManagementAndGeneralAmt |
| Fundraising | $197 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RELOCATION EXPENSE | $2,680 | $2,680 | ||
| INSURANCE | $1,975 | $296 | $1,284 | $395 |
| POSTAGE | $1,615 | $242 | $1,050 | $323 |
| DUES | $954 | $143 | $620 | $191 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,111 | TotalAmt |
| Program Services | $722 | ProgramServicesAmt |
| Management And General | $167 | ManagementAndGeneralAmt |
| Fundraising | $222 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,655,319 | TotalAmt |
| Program Services | $1,597,932 | ProgramServicesAmt |
| Management And General | $26,127 | ManagementAndGeneralAmt |
| Fundraising | $31,260 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,809 | BOYAmt |
| EOY | $34,576 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,958 | BOYAmt |
| EOY | $588,848 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,223 | BOYAmt |
| EOY | $23,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,955 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,981 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,417 | BOYAmt |
| EOY | $5,974 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,943,185 | BOYAmt |
| EOY | $5,968,136 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,499,592 | BOYAmt |
| EOY | $6,620,801 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,856 | BOYAmt |
| EOY | $4,571 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,488,188 | BOYAmt |
| EOY | $3,126,602 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,507,044 | BOYAmt |
| EOY | $3,131,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,499 | BOYAmt |
| EOY | $354,661 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,384,329 | BOYAmt |
| EOY | $2,940,468 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,720 | BOYAmt |
| EOY | $194,499 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992,548 | BOYAmt |
| EOY | $3,489,628 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,499,592 | BOYAmt |
| EOY | $6,620,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,540,311 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$43,231 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $942,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $700,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $773,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,076,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,082,068 | CurrentTaxYearAmt |
| Total | $6,575,136 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,350 | CurrentTaxYearMinus2YearsAmt |
| Total | $13,230 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $948,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $705,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $774,896 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,076,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,082,068 | CurrentTaxYearAmt |
| Total | $6,588,366 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $6,588,366 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,566 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,661 | CurrentTaxYearAmt |
| Total | $237,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,825,832 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $130,045 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 14 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $59,196 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $51,332 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $403,295 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,581,049 | BeginningYearBalanceAmt |
| Contributions | $2,967,970 | ContributionsAmt |
| Investment Earnings Or Losses | $27,198 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,441,250 | OtherExpendituresAmt |
| End Year Balance | $3,134,967 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,292,648 | BeginningYearBalanceAmt |
| Contributions | $867,542 | ContributionsAmt |
| Investment Earnings Or Losses | $166,122 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $745,263 | OtherExpendituresAmt |
| End Year Balance | $1,581,049 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,145,344 | BeginningYearBalanceAmt |
| Contributions | $671,924 | ContributionsAmt |
| Investment Earnings Or Losses | $79,355 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $603,975 | OtherExpendituresAmt |
| End Year Balance | $1,292,648 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,099,417 | BeginningYearBalanceAmt |
| Contributions | $562,087 | ContributionsAmt |
| Investment Earnings Or Losses | $39,760 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $555,920 | OtherExpendituresAmt |
| End Year Balance | $1,145,344 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $995,878 | BeginningYearBalanceAmt |
| Contributions | $779,280 | ContributionsAmt |
| Investment Earnings Or Losses | $87,057 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $762,798 | OtherExpendituresAmt |
| End Year Balance | $1,099,417 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,981 | DepreciationAmt |
| Book Value | $5,974 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,974 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARVEST ASSET MANAGEMENT INVESTMENT ACCOUNTS | Desc |
| Book Value | $5,968,136 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $5,968,136 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS PAYABLE | Desc |
| Amt | $3,126,602 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,126,602 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,237,674 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$43,231 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $85,275 | OtherRevenueAmt |
| Revenue Not Reported | $42,044 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,195,630 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,195,630 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,740,594 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $85,275 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $85,275 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,655,319 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,655,319 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND FURTHER THE EXEMPT PURPOSE OF THE VARIOUS ORGANIZATIONS AS ADVISED BY THESE ORGANIZATIONS. |
| PART X, LINE 2: | IN ACCORDANCE WITH FASB ASC 740-10, "ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES," THE FOUNDATION ANALYZED ITS TAX FILING POSITIONS IN ALL OF THE FEDERAL, STATE, AND FOREIGN TAX JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS FOR ALL OPEN TAX YEARS IN THESE JURISDICTIONS. BASED ON THIS REVIEW, THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 85,275. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 85,275. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LEGACY EVENT | Event1Nm |
| Gross Receipts Event1 | $49,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $423 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $48,577 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $48,577 | OtherDirectExpensesEvent1Amt |
| Event2 | GAME NIGHT | Event2Nm |
| Gross Receipts Event2 | $23,290 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $15,384 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,906 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $7,906 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $43,887 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $15,094 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $28,793 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $28,793 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $116,177 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,901 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $85,276 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $85,276 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $85,276 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|
| FRIENDS OF AT&SF NO 940 | |||
| 501(C)3 | $86,618 | TO PROVIDE ASSISTANCE WITH THE PRESERVATION OF HISTORY. | |
| HOPESTONE CANCER SUPPORT OF BARTLESVILLE INC | |||
| 501(C)3 | $5,778 | TO HELP PROVIDE SUPPORT TO PEOPLE DEALING WITH CANCER OR CANCER TREATMENTS. | 461533473 |
| LOWE FAMILY YOUNG SCHOLARS | |||
| 501(C)3 | $5,000 | TO PROVIDE ASSISTANCE TO CHILDREN IN THE COMMUNITY. | 208786692 |
| MUSICAL RESEARCH SOCIETY | |||
| 501(C)3 | $11,500 | TO PROVIDE ASSISTANCE FOR THE ART OF MUSIC. | |
| WESLEYAN CHRISTIAN SCHOOL | |||
| 501(C)3 | $70,000 | TO PROVIDE ASSISTANCE FOR THE STAFF AT THE SCHOOL. | |
| BARTLESVILLE REGIONAL UNITED WAY INC | |||
| 501(C)3 | $9,302 | TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. | 237041295 |
| BOYS AND GIRLS CLUB OF BARTLESVILLE | |||
| 501(C)3 | $7,500 | TO PROVIDE ASSISTANCE TO CHILDREN IN THE COMMUNITY. | 730618201 |
| PATHS TO INDEPENDENCE | |||
| 501(C)3 | $7,500 | TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. | 454111813 |
| BARTLESVILLE HABITAT FOR HUMANITY | |||
| 501(C)3 | $5,000 | TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. | |
| MARY MARTHA OUTREACH INC | |||
| 501(C)3 | $8,800 | TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. | |
| ALLIED ARTS & HUMANITIES | |||
| 501(C)3 | $6,500 | FOR THE ADVANCEMENT OF THE ARTS. | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE AND BOARD OF TRUSTEES REVIEW THE 990 BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | FORM 990, PAGE 6, PART VI, LINE 12C: CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. ALL NEW BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE UPON ELECTION TO THE BOARD. BOARD MEMBERS COMPLETE AN UPDATED DISCLOSURE ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | FORM 990, PAGE 6, PART VI, LINE 15A: EXECUTIVE DIRECTOR COMPENSATION THE FOUNDATION CONDUCTS AN ANNUAL PERFORMANCE REVIEW. COMPARATIVE POSITIONS ARE IDENTIFIED AND SALARY INFORMATION REVIEWED. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, PAGE 6, SECTION C, LINE 19: DOCUMENTS AVAILABLE TO PUBLIC COPIES OF ALL DOCUMENTS ARE MAINTAINED AT THE OFFICE AND AVAILABLE TO THE PUBLIC UPON REQUEST. |
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