BARTLESVILLE COMMUNITY FOUNDATION (EIN 731575838) - 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

1999

Legal Domicile

Principal Officer

JOSHUA RANDOLPH

Phone

9183372287

Tax Period

2024-07-01 to 2025-06-30

BARTLESVILLE COMMUNITY FOUNDATION, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.4M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 25% operating margin.

Mission

TO PROVIDE A SIMPLE WAY TO DO GOOD WORKS.

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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 $2,888,732

Program Service Revenue $244,677

Investment Income $1,070,212

Other Revenue $221,362

TOTAL REVENUE $4,424,983

Expense Breakdown

Grants Paid $2,716,419

Salaries & Benefits $258,166

Fundraising Expenses $72,511

Program Expenses $3,205,687

Other Expenses $365,720

TOTAL EXPENSES $3,340,305

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,424,983	$3,559,620	+0.2%
Expenses	$3,340,305	$3,056,118	+0.1%
Net Income	$1,084,678	$503,502	+1.2%

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

Volunteers

N/A

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

$111,676

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBBIE MUEGGENBORG	CHAIR	1.00	Officer Director	$0	$0	$0
GARY LORENZ	MEMBER	1.00	Director	$0	$0	$0
SPENCER KING	TREASURER	1.00	Officer Director	$0	$0	$0
DONNA BODE	SECRETARY	1.00	Officer Director	$0	$0	$0
JANIE KIRKPATRICK	MEMBER	1.00	Director	$0	$0	$0
GREG COLLINS	MEMBER	1.00	Director	$0	$0	$0
ASHLEY KANE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRITTANY SHOEMAKE	MEMBER	1.00	Director	$0	$0	$0
JON LINDBLOM	MEMBER	1.00	Director	$0	$0	$0
KEVIN HAY	MEMBER	1.00	Director	$0	$0	$0
PENNY JOHNSON	MEMBER	1.00	Director	$0	$0	$0
JOSHUA RANDOLPH	MEMBER	1.00	Director	$0	$0	$0
JULIE MAUNTEL	MEMBER	1.00	Director	$0	$0	$0
LAURA JENSEN	EXECUTIVE DIRECTOR	40.00	Officer	$111,676	$0	$111,676

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	$4,424,983	$3,340,305	$26,690,195	$1,084,678
2024	No data	No data	No data	No data
2023	$2,300,669	$2,513,595	$21,332,903	$-212,926
2022	$2,913,357	$2,517,136	$20,291,379	$396,221
2021	$6,825,644	$2,267,104	$23,253,166	$4,558,540
2020	$4,011,375	$2,093,371	$15,879,299	$1,918,004
2019	$3,119,474	$1,908,557	$14,177,333	$1,210,917

BARTLESVILLE COMMUNITY FOUNDATION