THE AGAPE MISSION OF BARTLESVILLE INC (EIN 731608794) - 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

2001

Legal Domicile

Principal Officer

SHERRI SMITH

Phone

9183365410

Tax Period

2023-01-01 to 2023-12-31

THE AGAPE MISSION OF BARTLESVILLE INC, founded in 2001, is a small nonprofit in the Religion sector that reported $355K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $469K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO PROVIDE MEALS AND SERVICES TO LOW INCOME PERSONS AND FAMILIES IN THE BARTLESVILLE, OKLAHOMA AREA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $346,172

Program Service Revenue $0

Investment Income $8,467

Other Revenue $611

TOTAL REVENUE $355,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $159,325

Fundraising Expenses $0

Program Expenses $434,122

Other Expenses $309,649

TOTAL EXPENSES $468,974

Year-over-Year Comparison

	2023	2022	Change
Revenue	$355,250	$379,357	-0.1%
Expenses	$468,974	$411,117	+0.1%
Net Income	$-113,724	$-31,760	+2.6%

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

Total Directors

$68,747

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK REID	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRILL COWAN	BOARD MEMBER	1.00	Director	$5,647	$0	$5,647
SHERRI SMITH	PRESIDENT/EXECUTIVE DIRECT	40.00	Director	$63,100	$0	$63,100
BETTYE WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
LOUISE INDA	SECRETARY/TREASURER	2.00	Director	$0	$0	$0
DAN KELEHER	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON FULLERTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAN BOOMER	BOARD MEMBER	1.00	Director	$0	$0	$0
REV JOE COLAW	VICE PRESIDENT	1.00	Director	$0	$0	$0
RORI ROARK	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH MCPHAIL	BOARD MEMBER	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
2024	No data	No data	No data	No data
2023	$355,250	$468,974	$1,914,863	$-113,724
2022	$379,357	$411,117	$2,027,573	$-31,760
2021	$520,226	$359,862	$2,060,159	$160,364
2020	$637,798	$378,201	$1,899,101	$259,597

THE AGAPE MISSION OF BARTLESVILLE INC