Civic Intelligence

Bartlesville Public Schools Foundation

EIN 73-1256865 • 501(c)3 • Bartlesville, OK

Pub. 78 Eligible990-N CoverageNTEE T30

Profile

To provide financial resources, cultivate community partnerships, and celebrate achievements to engage students, empower teachers, and enrich learning within bartlesville public schools.

1100 South JenningsBartlesville, OK 74003

www.bpsfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • <$500k nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • <$500k nonprofits • Source year 2025

Net Margin

31st percentile

1.2%

Higher net margin than 31% of similar nonprofits.

NTEE T • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

41st percentile

1.1%

Faster asset growth than 41% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-8.5%

Faster revenue growth than 32% of similar nonprofits.

NTEE T • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$448,981

Up $5,088 (+1.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$448,981

Up $5,088 (+1.1%) from 2024

Revenue

Down

$428,433

Down $39,734 (-8.5%) from 2024

Expenses

Up

$423,281

Up $171,436 (+68%) from 2024

Net Income

Down

$5,152

Down $211,170 (-98%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $929,592Liabilities 2012: $1692012Assets 2013: $1,015,867Liabilities 2013: $8232013Assets 2014: $1,152,411Liabilities 2014: $1222014Assets 2023: $227,667Liabilities 2023: $0Net Assets 2023: $227,6672023Assets 2024: $443,893Liabilities 2024: $0Net Assets 2024: $443,8932024Assets 2025: $448,981Liabilities 2025: $0Net Assets 2025: $448,9812025

Highlighted filing

2025

Assets$448,981
Liabilities$0
Net Assets$448,981

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2012: $67,458Expenses 2012: $52,715Net Income 2012: $14,7432012Revenue 2013: $77,616Expenses 2013: $63,877Net Income 2013: $13,7392013Revenue 2014: $86,724Expenses 2014: $75,549Net Income 2014: $11,1752014Revenue 2023: $277,405Expenses 2023: $80,415Net Income 2023: $196,9902023Revenue 2024: $468,167Expenses 2024: $251,845Net Income 2024: $216,3222024Revenue 2025: $428,433Expenses 2025: $423,281Net Income 2025: $5,1522025

Highlighted filing

2025

Revenue$428,433
Expenses$423,281
Net Income$5,152

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 27, 2025
Return Version
2024v5.0
Gross Receipts
$428,433
Mission and Program Overview

Mission

To provide financial resources, cultivate community partnerships, and celebrate achievements to engage students, empower teachers, and enrich learning within bartlesville public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$398,606$378,602▼ $20,004
Pledges and Grants Receivable$45,127$70,218▲ $25,091
Cash and Non-Interest-Bearing Accounts$160$161▲ $1
Total Assets$443,893$448,981▲ $5,088
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$264,864$274,720▲ $9,856
Net Assets With Donor Restrictions$179,029$174,261▼ $4,768
Total Net Assets Fund Balance$443,893$448,981▲ $5,088
Total Liabilities and Net Assets / Fund Balance$443,893$448,981▲ $5,088
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris BatchelderChairman
Donna KefferVice Chairma
Aaron TesavisVoting Board
Bob FraserVoting Board
Keri BostwickVoting Board
Kourtney CraigVoting Board
Lori SilverVoting Board
Michael DennisVoting Board
Nikki BensonVoting Board
Tawny SaddorisVoting Board
Taylor PotterVoting Board
Tracy HammondVoting Board
Nicole MckinneySecretary
Cindy WrayTreasurer
Brian CoordsenTreasurer-el
Revenue and Support

Revenue Composition

Contributions and Grants
$411,155
Program Service Revenue
$0
Investment Income
$13,292
Other Revenue
$3,986
All Other Contributions
$373,277
Change in Net Assets
$5,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$423,281
Total Fundraising Expense$1,512
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$138,008-$1,512$139,520
Other Expenses$46,127$101,237-$46,127
Insurance-$877-$877
Fees for Services Accounting-$500-$500
Fees for Services Other-$20-$20
Total Functional Expenses$319,135$102,634$1,512$423,281
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
State of the Sc$23,292---
Hall of Fame$10,443---
Total Events$33,735---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive director and treasurer review the form 990 prior to filing. Subsequent to filing, the form 990 is presented to the full board of directors at a regularly scheduled meeting.

Form 990, Page 6, Part VI, Line 12C

All board members, staff and certain volunteers are required to review the organization's conflict of interest policy annually and disclose any interest in a contract, salary negotiation, or other transaction presented to the board of directors or a committee thereof for authorization, approval, or ratification.

Form 990, Page 6, Part VI, Line 19

Form 990 and other organizational documents are made available for review during regular business hours of the bartlesville public schools foundation, inc.

Filing and Contact Details

Filer

Filer Name
Bartlesville Public Schools
EIN
73-1256865
Phone
9183368600
Address
1100 SOUTH JENNINGS, BARTLESVILLE, OK 74003

Signing Officer

Name
Brian Coordsen
Title
Treasurer-elect
Phone
9183372287
Signed
2025-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Batchelder
Formed
1985
Legal Domicile
Ok
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
30

Preparer

Firm
Stotts Archambo Mueggenborg & Barclay Pc
Address
302 SE OSAGE AVE, BARTLESVILLE, OK 74003-3931
Preparer
Jim G Nichols
Phone
9183360008
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

District initiatives - the foundation works closely with the bartlesville public schools district to make sure our funding priorities continue to align with the district's priorities. To that end, we occasionally provide seed money to get new programs up and running in the district or provide funding for a temporary need. These initiatives are outside of the foundation's core programs. Our top-funded "district initiatives" this year include: funds to expand the aviation program at the high school, purchasing flight simulators for students and classroom upgrades. Innovative programs (this year our board decided to use these funds to support the implementation of a character and leadership development program for students called leader in me. It is modeled after stephen covey's 7 habits of highly effective people. Ranch heights playground improvements - with the expansion of ranch heights elementary school, our district needed some funding to improve and expand its playground. School safety (school resource officer training and salaries): school safety is one of our school district's top priorities. Over the past few years, our schools have invested in additional school resource officers and safety equipment. The bartlesville public schools now have a school resource officer assigned to each of its school sites. They are fully trained police officers. The bps foundation has partnered with community members and local businesses to provide support for school resource officers including training (attending national and state level school resource officer conferences) and safety equipment prioritized by the bartlesville public schools director of health and safety. This program has been incredibly well received by our school staff and administrators and by our community. We continue to pass 100% of funds raised through this program on to support school safety and the specific needs our schools prioritize.

Form 990, Page 2, Part III, Line 4D

Bruins on the run, junior achievement/biz town and special projects

Form 990, Part IX, Line 24E

Innovative programs 46,074 0 0 sro training 24,750 0 0 imagination library 19,764 0 0 aviation 17,200 0 0 passthroughs/biz town 15,936 0 0 bruins on the run 8k 5,987 0 0 hof inductee grants 3,000 0 0 bruins on the run 2,167 0 0 credit card/bank feees 0 0 1,512 special projects 1,475 0 0 bruin vision 1,159 0 0 alumni 396 0 0 valentines day bhs 100 0 0 total 138,008 0 1,512

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IRS990/OtherExpensesGrp/Desc0DONATIONS TO THE BCF
IRS990/OtherExpensesGrp/Desc1SRO SALARIES
IRS990/OtherExpensesGrp/Desc2RANCH HEIGHTS PLAYGROUND
IRS990/OtherExpensesGrp/Desc3TEACHER GRANTS
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IRS990/OtherExpensesGrp/ProgramServicesAmt075000
IRS990/OtherExpensesGrp/ProgramServicesAmt160000
IRS990/OtherExpensesGrp/ProgramServicesAmt246127
IRS990/OtherExpensesGrp/TotalAmt0101237
IRS990/OtherExpensesGrp/TotalAmt175000
IRS990/OtherExpensesGrp/TotalAmt260000
IRS990/OtherExpensesGrp/TotalAmt346127
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE INCOME
IRS990/OtherRevenueMiscGrp/Desc1BOOK SALES
IRS990/OtherRevenueMiscGrp/Desc2T-SHIRT SALES
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1863
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt045127
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IRS990/PrincipalOfficerNm0CHRIS BATCHELDER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TEACHER GRANTS - THROUGH THE TEACHER GRANTS PROGRAM, THE FOUNDATION FUNDS INNOVATIVE PROGRAMMING AND EQUIPMENT IN THE CLASSROOM, FUNDS VISITS FROM EXPERTS FROM A VARIETY OF SUBJECT AREAS, AND FUNDS TEACHERS' ATTENDANCE AT AND TRAVEL TO CONFERENCES ALL OVER THE COUNTRY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046127
IRS990/ProgSrvcAccomActy3Grp/Desc0IMAGINATION LIBRARY - THE DOLLY PARTON IMAGINATION LIBRARY IS A BOOK- GIFTING PROGRAM FOR YOUNG CHILDREN (0-5 YEARS OLD) THAT HAS BEEN IN OPERATION SINCE 1995 AND IS ACTIVE ACROSS THE WORLD. EACH MONTH, BOOKS ARE MAILED DIRECTLY TO THE ENROLLED CHILD'S HOME AT NO COST TO THE PARENT UNTIL THEIR 5TH BIRTHDAY. THE BOOKS ARE MAILED DIRECTLY TO THE CHILD IN ORDER TO CREATE A SENSE OF EXCITEMENT AND BOND WITH THE BOOKS. THE FOUNDATION COVERS THE COST ASSOCIATED WITH BRINGING THIS PROGRAM TO BARTLESVILLE CHILDREN.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019764
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BRUINS ON THE RUN, JUNIOR ACHIEVEMENT/BIZ TOWN AND SPECIAL PROJECTS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt030120
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IRS990/PYContributionsGrantsAmt0461656
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03216
IRS990/PYOtherExpensesAmt0251845
IRS990/PYOtherRevenueAmt03295
IRS990/PYRevenuesLessExpensesAmt0216322
IRS990/PYTotalExpensesAmt0251845
IRS990/PYTotalRevenueAmt0468167
IRS990/ReconcilationRevenueExpnssAmt05152
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0461656
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0273060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01145871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06511
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt028134
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0428433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0468167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0277405
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01174005
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023292
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010443
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STATE OF THE SC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HALL OF FAME
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010443
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT INITIATIVES - THE FOUNDATION WORKS CLOSELY WITH THE BARTLESVILLE PUBLIC SCHOOLS DISTRICT TO MAKE SURE OUR FUNDING PRIORITIES CONTINUE TO ALIGN WITH THE DISTRICT'S PRIORITIES. TO THAT END, WE OCCASIONALLY PROVIDE SEED MONEY TO GET NEW PROGRAMS UP AND RUNNING IN THE DISTRICT OR PROVIDE FUNDING FOR A TEMPORARY NEED. THESE INITIATIVES ARE OUTSIDE OF THE FOUNDATION'S CORE PROGRAMS. OUR TOP-FUNDED "DISTRICT INITIATIVES" THIS YEAR INCLUDE: FUNDS TO EXPAND THE AVIATION PROGRAM AT THE HIGH SCHOOL, PURCHASING FLIGHT SIMULATORS FOR STUDENTS AND CLASSROOM UPGRADES. INNOVATIVE PROGRAMS (THIS YEAR OUR BOARD DECIDED TO USE THESE FUNDS TO SUPPORT THE IMPLEMENTATION OF A CHARACTER AND LEADERSHIP DEVELOPMENT PROGRAM FOR STUDENTS CALLED LEADER IN ME. IT IS MODELED AFTER STEPHEN COVEY'S 7 HABITS OF HIGHLY EFFECTIVE PEOPLE. RANCH HEIGHTS PLAYGROUND IMPROVEMENTS - WITH THE EXPANSION OF RANCH HEIGHTS ELEMENTARY SCHOOL, OUR DISTRICT NEEDED SOME FUNDING TO IMPROVE AND EXPAND ITS PLAYGROUND. SCHOOL SAFETY (SCHOOL RESOURCE OFFICER TRAINING AND SALARIES): SCHOOL SAFETY IS ONE OF OUR SCHOOL DISTRICT'S TOP PRIORITIES. OVER THE PAST FEW YEARS, OUR SCHOOLS HAVE INVESTED IN ADDITIONAL SCHOOL RESOURCE OFFICERS AND SAFETY EQUIPMENT. THE BARTLESVILLE PUBLIC SCHOOLS NOW HAVE A SCHOOL RESOURCE OFFICER ASSIGNED TO EACH OF ITS SCHOOL SITES. THEY ARE FULLY TRAINED POLICE OFFICERS. THE BPS FOUNDATION HAS PARTNERED WITH COMMUNITY MEMBERS AND LOCAL BUSINESSES TO PROVIDE SUPPORT FOR SCHOOL RESOURCE OFFICERS INCLUDING TRAINING (ATTENDING NATIONAL AND STATE LEVEL SCHOOL RESOURCE OFFICER CONFERENCES) AND SAFETY EQUIPMENT PRIORITIZED BY THE BARTLESVILLE PUBLIC SCHOOLS DIRECTOR OF HEALTH AND SAFETY. THIS PROGRAM HAS BEEN INCREDIBLY WELL RECEIVED BY OUR SCHOOL STAFF AND ADMINISTRATORS AND BY OUR COMMUNITY. WE CONTINUE TO PASS 100% OF FUNDS RAISED THROUGH THIS PROGRAM ON TO SUPPORT SCHOOL SAFETY AND THE SPECIFIC NEEDS OUR SCHOOLS PRIORITIZE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BRUINS ON THE RUN, JUNIOR ACHIEVEMENT/BIZ TOWN AND SPECIAL PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR AND TREASURER REVIEW THE FORM 990 PRIOR TO FILING. SUBSEQUENT TO FILING, THE FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS, STAFF AND CERTAIN VOLUNTEERS ARE REQUIRED TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY INTEREST IN A CONTRACT, SALARY NEGOTIATION, OR OTHER TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL, OR RATIFICATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND OTHER ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE FOR REVIEW DURING REGULAR BUSINESS HOURS OF THE BARTLESVILLE PUBLIC SCHOOLS FOUNDATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INNOVATIVE PROGRAMS 46,074 0 0 SRO TRAINING 24,750 0 0 IMAGINATION LIBRARY 19,764 0 0 AVIATION 17,200 0 0 PASSTHROUGHS/BIZ TOWN 15,936 0 0 BRUINS ON THE RUN 8K 5,987 0 0 HOF INDUCTEE GRANTS 3,000 0 0 BRUINS ON THE RUN 2,167 0 0 CREDIT CARD/BANK FEEES 0 0 1,512 SPECIAL PROJECTS 1,475 0 0 BRUIN VISION 1,159 0 0 ALUMNI 396 0 0 VALENTINES DAY BHS 100 0 0 TOTAL 138,008 0 1,512
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0319135
IRS990/TotalFunctionalExpensesGrp/TotalAmt0423281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/USAddress/AddressLine1Txt02400 TERRACE DRIVE
IRS990/USAddress/CityNm0BARTLESVILLE
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN COORDSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER-ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum09183372287
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-27
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
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ReturnHeader/Filer/PhoneNum09183368600
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOTTS ARCHAMBO MUEGGENBORG & BARCLAY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 SE OSAGE AVE

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