BARTLESVILLE PUBLIC SCHOOLS FOUNDATION (EIN 731256865) - 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

1985

Legal Domicile

Principal Officer

CHRIS BATCHELDER

Phone

9183368600

Tax Period

2024-07-01 to 2025-06-30

BARTLESVILLE PUBLIC SCHOOLS FOUNDATION, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $428K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

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

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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 $411,155

Program Service Revenue $0

Investment Income $13,292

Other Revenue $3,986

TOTAL REVENUE $428,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,512

Program Expenses $319,135

Other Expenses $423,281

TOTAL EXPENSES $423,281

Year-over-Year Comparison

	2024	2023	Change
Revenue	$428,433	$468,167	-0.1%
Expenses	$423,281	$251,845	+0.7%
Net Income	$5,152	$216,322	-1.0%

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

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
CHRIS BATCHELDER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DONNA KEFFER	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
CINDY WRAY	TREASURER	4.00	Officer Director	$0	$0	$0
NICOLE MCKINNEY	SECRETARY	1.00	Officer Director	$0	$0	$0
NIKKI BENSON	VOTING BOARD	1.00	Director	$0	$0	$0
KERI BOSTWICK	VOTING BOARD	1.00	Director	$0	$0	$0
BRIAN COORDSEN	TREASURER-EL	1.00	Director	$0	$0	$0
KOURTNEY CRAIG	VOTING BOARD	1.00	Director	$0	$0	$0
MICHAEL DENNIS	VOTING BOARD	1.00	Director	$0	$0	$0
BOB FRASER	VOTING BOARD	1.00	Director	$0	$0	$0
TRACY HAMMOND	VOTING BOARD	1.00	Director	$0	$0	$0
TAYLOR POTTER	VOTING BOARD	1.00	Director	$0	$0	$0
TAWNY SADDORIS	VOTING BOARD	1.00	Director	$0	$0	$0
LORI SILVER	VOTING BOARD	1.00	Director	$0	$0	$0
AARON TESAVIS	VOTING BOARD	1.00	Director	$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	$428,433	$423,281	$448,981	$5,152
2024	$468,167	$251,845	$443,893	$216,322
2023	$277,405	$80,415	$227,667	$196,990

BARTLESVILLE PUBLIC SCHOOLS FOUNDATION