Civic Intelligence

Bartlesville Public School Foundation Inc.

990 • Fiscal year 2024 • EIN 73-1256865

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 28, 2024

1100 South JenningsBartlesville, OK 74003

(918) 336-8600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.00x

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

2024 filings • NTEE T30 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.00x

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

2024 filings • NTEE T30 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

46%

Higher net margin than 83% of similar nonprofits.

2024 filings • NTEE T30 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE T30 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

95%

Faster asset growth than 88% of similar nonprofits.

2024 filings • NTEE T30 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

69%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • NTEE T30 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$443,893

Up $216,226 (+95%) from 2023

Net Assets

Up

$443,893

Up $216,226 (+95%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$468,167

Up $190,762 (+69%) from 2023

Expenses

Up

$251,845

Up $171,430 (+213%) from 2023

Net Income

Up

$216,322

Up $19,332 (+9.8%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2024

Assets$443,893
Liabilities$0
Net Assets$443,893

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$468,167
Expenses$251,845
Net Income$216,322
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 28, 2024
Return Version
2023v5.0
Gross Receipts
$468,167
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$189,045$398,606▲ $209,561
Pledges and Grants Receivable$38,461$45,127▲ $6,666
Cash and Non-Interest-Bearing Accounts$161$160▼ $1
Total Assets$227,667$443,893▲ $216,226
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$44,929$264,864▲ $219,935
Net Assets With Donor Restrictions$182,738$179,029▼ $3,709
Total Net Assets Fund Balance$227,667$443,893▲ $216,226
Total Liabilities and Net Assets / Fund Balance$227,667$443,893▲ $216,226
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris BatchelderChairman
Donna KefferVice Chairma
Aaron TesavisVoting Board
Bob FraserVoting Board
Donna SkellyVoting Board
Earl SearsVoting Board
Keri BostwickVoting Board
Kourtney CraigVoting Board
Lori SilverVoting Board
Michael DennisVoting Board
Nikki BensonVoting Board
Taylor PotterVoting Board
Blair EllisExecutive Di
Chuck MccauleyNon-voting B
Kelsey BridgesNon-voting B
Kinder ShamhartNon-voting B
Nicole MckinneySecretary
Cindy WrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$461,656
Program Service Revenue
$0
Investment Income
$3,216
Other Revenue
$3,295
All Other Contributions
$426,260
Change in Net Assets
$216,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$251,845
Total Fundraising Expense$1,086
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$18,305$250$1,086$19,641
Other Expenses$17,790--$17,790
Fees for Services Other-$5,000-$5,000
Fees for Services Accounting-$1,485-$1,485
Insurance-$877-$877
Total Functional Expenses$243,147$7,612$1,086$251,845
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$16,767---
Hall of Fame$15,185---
Total Events$31,952---
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
Cindy Wray
Title
Treasurer
Phone
9183372287
Signed
2024-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Batchelder
Formed
1985
Legal Domicile
Ok
Voting Board Members
14
Independent Board Members
14
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

School safety - 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. The program has been incredibly well received by our school staff and administrators and by our community. The bps foundation continues to pass 100% of funds raised through this program on to support school safety and the specific needs our school prioritize.

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

Bruins on the run and special projects

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IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1BOOK SALES
IRS990/OtherRevenueMiscGrp/Desc2T-SHIRT SALES
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IRS990/PrincipalOfficerNm0CHRIS BATCHELDER
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IRS990/ProgSrvcAccomActy2Grp/Desc0BIZ TOWN - JUNIOR ACHIEVEMENT'S BIZTOWN IS A HANDS-ON INITIATIVE THAT GIVES 5TH GRADERS THE OPPORTUNITY TO LEARN HOW A CITY OPERATES AND EXPLORE VARIOUS CAREERS. STUDENTS WILL PERFORM THE DUTIES OF CITY OFFICIALS, BUSINESS PEOPLE, BANK TELLERS, NEWS REPORTERS, AND OTHER OCCUPATIONS IMPORTANT TO THE ECONOMY AND QUALITY OF LIFE IN A COMMUNITY. THE DAY AT BIZTOWN IS THE CULMINATION OF A FIVE-WEEK STUDY OF BASIC ECONOMICS, GIVING THE STUDENTS THE CHANCE TO SEE THEIR CLASSROOM LESSONS COME TO LIFE IN THE SIMULATED REAL WORLD ENVIRONMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015557
IRS990/ProgSrvcAccomActy3Grp/Desc0IMAGINATION LIBRARY - THE DOLLY PARTON IMAGINATION LIBRARY IS A BOOK- GIFTING PROGRAM FROM 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/ExpenseAmt017790
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BRUINS ON THE RUN AND SPECIAL PROJECTS
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt015185
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STATE OF THE SC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HALL OF FAME
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL SAFETY - 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. THE PROGRAM HAS BEEN INCREDIBLY WELL RECEIVED BY OUR SCHOOL STAFF AND ADMINISTRATORS AND BY OUR COMMUNITY. THE BPS FOUNDATION CONTINUES TO PASS 100% OF FUNDS RAISED THROUGH THIS PROGRAM ON TO SUPPORT SCHOOL SAFETY AND THE SPECIFIC NEEDS OUR SCHOOL PRIORITIZE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BRUINS ON THE RUN 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/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
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02400 TERRACE DRIVE
IRS990/USAddress/CityNm0BARTLESVILLE
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074006
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IRS990/WebsiteAddressTxt0WWW.BPSFOUNDATION.ORG
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY WRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER

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