Civic Intelligence

Edward E & Helen Turner Bartlett Foundation

990PF • Fiscal year 2016 • EIN 73-6092250

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Trust Company Of Okla PO Box 3627Tulsa, OK 74101

(918) 744-0553

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

22nd percentile

-8.1%

Higher net margin than 22% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$108,731

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

32nd percentile

-1.6%

Faster asset growth than 32% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

4.9%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$23,638,065

Down $389,264 (-1.6%) from 2015

Net Assets

Down

$23,638,065

Down $389,264 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,395,378

Up $65,077 (+4.9%) from 2015

Expenses

Down

$1,508,669

Down $170,384 (-10%) from 2015

Net Income

Up

-$113,291

Up $235,461 (+68%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $26,042,000Liabilities 2011: $02011Assets 2012: $25,483,454Liabilities 2012: $02012Assets 2013: $25,105,275Liabilities 2013: $02013Assets 2014: $24,521,637Liabilities 2014: $0Net Assets 2014: $24,521,6372014Assets 2015: $24,027,329Liabilities 2015: $0Net Assets 2015: $24,027,3292015Assets 2016: $23,638,065Liabilities 2016: $0Net Assets 2016: $23,638,0652016Assets 2017: $23,148,813Liabilities 2017: $0Net Assets 2017: $23,148,8132017Assets 2018: $22,343,242Liabilities 2018: $0Net Assets 2018: $22,343,2422018Assets 2019: $21,780,531Liabilities 2019: $0Net Assets 2019: $21,780,5312019Assets 2020: $23,622,056Liabilities 2020: $0Net Assets 2020: $23,622,0562020Assets 2021: $24,632,668Liabilities 2021: $0Net Assets 2021: $24,632,6682021Assets 2022: $26,795,732Liabilities 2022: $0Net Assets 2022: $26,795,7322022Assets 2023: $26,889,636Liabilities 2023: $0Net Assets 2023: $26,889,6362023Assets 2024: $25,972,687Liabilities 2024: $0Net Assets 2024: $25,972,6872024

Highlighted filing

2016

Assets$23,638,065
Liabilities$0
Net Assets$23,638,065

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,132,611Expenses 2011: $1,417,792Net Income 2011: -$285,1812011Revenue 2012: $905,860Expenses 2012: $1,466,184Net Income 2012: -$560,3242012Revenue 2013: $1,147,183Expenses 2013: $1,507,470Net Income 2013: -$360,2872013Revenue 2014: $1,042,142Expenses 2014: $1,626,534Net Income 2014: -$584,3922014Revenue 2015: $1,330,301Expenses 2015: $1,679,053Net Income 2015: -$348,7522015Revenue 2016: $1,395,378Expenses 2016: $1,508,669Net Income 2016: -$113,2912016Revenue 2017: $1,132,032Expenses 2017: $1,612,241Net Income 2017: -$480,2092017Revenue 2018: $952,563Expenses 2018: $1,730,798Net Income 2018: -$778,2352018Revenue 2019: $1,180,005Expenses 2019: $1,690,572Net Income 2019: -$510,5672019Revenue 2020: $3,427,932Expenses 2020: $1,613,001Net Income 2020: $1,814,9312020Revenue 2021: $2,826,901Expenses 2021: $1,782,968Net Income 2021: $1,043,9332021Revenue 2022: $4,170,564Expenses 2022: $1,978,528Net Income 2022: $2,192,0362022Revenue 2023: $2,249,166Expenses 2023: $2,129,954Net Income 2023: $119,2122023Revenue 2024: $1,452,363Expenses 2024: $2,345,156Net Income 2024: -$892,7932024

Highlighted filing

2016

Revenue$1,395,378
Expenses$1,508,669
Net Income-$113,291
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OKLAHOMATrusteePT$108,731-$108,731
HARRISON I BARTLETT IICo-Trustee-$20,000-$20,000
R LYNN FESPERMANCo-Trustee-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Edward & Helen Bartlett Foundation
EIN
73-6092250
Phone
9187440553
Address
TRUST COMPANY OF OKLA PO BOX 3627, TULSA, OK 74101

Signing Officer

Name
The Trust Company of Oklahoma
Title
Trustee
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Lauhon Halley & Cuite Pllc
Address
2727 E 21st Street Suite 102, TULSA, OK 74114
Preparer
Mary Jane Halley CPA
Phone
9184880809
Raw XML AppendixShowing 400 of 606 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE TRUST COMPANY OF OKLAHOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HARRISON I BARTLETT II
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SCHOLARSHIP APPLICANTS SHOULD CONTACT THE FINANCIAL AID OFFICE AT OKLAHOMA STATE UNIVERSITY, UNIVERSITY OF OKLAHOMA, OKLAHOMA STATE UNIVERSITY INSTITUTE OF TECHNOLOGY AND THE UNIVERSITY OF TULSA.ALL CHARITABLE GRANT APPLICANTS SHOULD SEND A WRITTEN REQUEST INCLUDING THE ORGANIZATION'S IRC SECTION 501(C)(3) STATUS LETTER TO THE EDWARD & HELEN BARTLETT FOUNDATION.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27PROGRAM SERVICES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OKLAHOMA STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF OKLAHOMA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAPULPA PUBLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SAPULPA AREA CHAMBER FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5YOUTH SERVICES OF CREEK COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6AUTISM CENTER OF TULSA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CAMP FIRE USA GREEN COUNTRY COUNCIL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CREEK COUNTY 4-H
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10LOLLIPOPS AND RAINBOWS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11SHOW INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12DVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13FAMILY & CHILDRENS SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14CLAREHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15JUNIOR ACHIEVEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16BRISTOW EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17BRISTOW SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18PARTNERS FOR HEROES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CAMP LOUGHRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SAPULPA BAND BOOSTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CARING COMMUNITY FRIENDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CHILD ADVOCACY BOARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CREEK COUNTY LITERACY BOARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6RSVP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7SAPULPA HISTORICAL MEMORIAL FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8SAPULPA ROTARY CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9BRISTOW EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10SAPULPA PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11COWBOY BAND FAN CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$1.45$2.35$0.89
2023Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$2.25$2.13$0.12
2022Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$4.17$1.98$2.19
2021Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$2.83$1.78$1.04
2020Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$3.43$1.61$1.81
2019Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$1.18$1.69$0.51
2018Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$0.95$1.73$0.78
2017Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$1.13$1.61$0.48
2016Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$1.40$1.51$0.11
2015Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.33$1.68$0.35
2014Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$1.04$1.63$0.58
2013Summary only. Only limited summary data is available for this year.$25.1$0.00$1.15$1.51$0.36
2012Summary only. Only limited summary data is available for this year.$25.5$0.00$0.91$1.47$0.56
2011Summary only. Only limited summary data is available for this year.$26.0$0.00$1.13$1.42$0.29