Bartlesville Community Foundation

Analysis

Bartlesville Community Foundation is a registered charity in United States, based in Bartlesville, OK. It received its IRS tax-exemption ruling in April 2000, 26 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Bartlesville Community Foundation reported income of $2.3m and spending of $2.5m, spending 109% of what it took in. Across the 5 years on record, from June 2019 to June 2023, income fell from $3.1m to $2.3m (-26%), an average of -7.3% a year. The sharpest change came in the year to June 2021, when income rose by 70%. Over the whole period it spent 59% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Bartlesville Community Foundation sits at the 88th percentile: it is larger than about 88% of them. Against every charity in United States with reported income it ranks in the 87th percentile, and in the 88th percentile within OK. Charities of a similar size with the same main cause include United Way of Benton & Franklin Counties ($2.3m), Solano Community Foundation ($2.3m) and Toby Keith Foundation Inc ($2.3m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 78% and program service revenue 9.0% of the total. Compensation of current officers, directors and key employees was $108k (4.3% of expenses). Other salaries and wages came to $80k. At year end it held assets of $21.3m against liabilities of $4.7m, net assets of $16.7m. It reported 4 employees.