FIRST PRESBYTERIAN CHURCH FOUNDATION OF BARTLESVILLE OKLAHOM (EIN 731174755) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

Richard Gardner Treasurer

Phone

9183365762

Tax Period

2024-10-01 to 2025-09-30

FIRST PRESBYTERIAN CHURCH FOUNDATION OF BARTLESVILLE OKLAHOM, founded in 1982, is a small nonprofit in the Religion sector that reported $166K in total revenue in fiscal year 2024. The organization ran a surplus of $66K, a strong 40% operating margin.

Mission

Grants and allocations made to First Presbyterian Church, Bartlesville, Oklahoma, for their distribution to ministries and committees in partial support of their programs.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $59,221

Program Service Revenue $0

Investment Income $106,531

Other Revenue $0

TOTAL REVENUE $165,752

Expense Breakdown

Grants Paid $100,011

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,052

Other Expenses $41

TOTAL EXPENSES $100,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,752	$154,943	+0.1%
Expenses	$100,052	$97,158	+0.0%
Net Income	$65,700	$57,785	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Gardner	Treasurer	2	Officer	$0	$0	$0
Diana Adams	Secretary	2	Officer	$0	$0	$0
James Moore	Chairperson	2	Officer	$0	$0	$0
Donna Kay Fenstermaker	Vice Chairperson	2	Officer	$0	$0	$0
Mark Beckwith	Assistant Secretary/Treasurer	2	Officer	$0	$0	$0
Rev Stephan Carl	Minister	2	Key Emp	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$165,752	$100,052	$3,243,017	$65,700
2024	$154,943	$97,158	$2,917,247	$57,785
2023	$147,386	$93,306	$2,416,374	$54,080
2022	$197,190	$89,027	$2,139,140	$108,163
2021	$91,384	$81,986	$2,695,192	$9,398

FIRST PRESBYTERIAN CHURCH FOUNDATION OF BARTLESVILLE OKLAHOM