Civic Intelligence

Edward E & Helen Turner Bartlett Foundation

990PF • Fiscal year 2024 • EIN 73-6092250

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

Organization Profile
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

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

6th percentile

-61%

Higher net margin than 6% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$138,189

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

16th percentile

-3.4%

Faster asset growth than 16% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$25,972,687

Down $916,949 (-3.4%) from 2023

Net Assets

Down

$25,972,687

Down $916,949 (-3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin6th percentile

Revenue

Down

$1,452,363

Down $796,803 (-35%) from 2023

Expenses

Up

$2,345,156

Up $215,202 (+10%) from 2023

Net Income

Down

-$892,793

Down $1,012,005 (-849%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2024

Assets$25,972,687
Liabilities$0
Net Assets$25,972,687
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

2024

Revenue$1,452,363
Expenses$2,345,156
Net Income-$892,793
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OKLAHOMATrusteePT$138,189-$138,189
HARRISON I BARTLETT IICo-Trustee-$20,000-$20,000
R LYNN FESPERMANCo-Trustee-$20,000-$20,000
HARRISON I BARTLETT IIICo-Trustee-$20,000-$20,000
SARAH E BARTLETTCo-Trustee-$20,000-$20,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PROGRAM SERVICESEXEMPTSTILLWATER, OK, US$508,500
Paid GrantSAPULPA PUBLIC SCHOOLSPROGRAM SERVICESEXEMPTSAPULPA, OK, US$333,206
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$175,000
Paid GrantUNIVERSITY OF OKLAHOMA FOUNDATIONSCHOLARSHIPEXEMPTNORMAN, OK, US$140,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$110,000
Paid GrantCARING COMMUNITY FRIENDSPROGRAM SERVICESEXEMPTSAPULPA, OK, US$65,000
Paid GrantSHOW INCPROGRAM SERVICESEXEMPTSAPULPA, OK, US$50,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$50,000
Paid Grant-PROGRAM SERVICESEXEMPTSAPULPA, OK, US$50,000
Paid GrantCREEK COUNTY LITERACY PROGRAMPROGRAM SERVICESEXEMPTSAPULPA, OK, US$40,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$40,000
Paid Grant-PROGRAM SERVICESEXEMPTSAND SPRINGS, OK, US$40,000
Paid Grant-PROGRAM SERVICESEXEMPTSAPULPA, OK, US$40,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$35,000
Paid Grant-PROGRAM SUPPORTEXEMPTTULSA, OK, US$35,000
Paid GrantBRISTOW EDUCATION FOUNDATIONPROGRAM SERVICESEXEMPTBRISTOW, OK, US$30,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$25,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$25,000
Paid Grant-PROGRAM SERVICESEXEMPTBROKEN ARROW, OK, US$25,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$25,000
Paid GrantFAMILY & CHILDRENS SERVICESPROGRAM SERVICESEXEMPTTULSA, OK, US$20,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$20,000
Paid Grant-PROGRAM SERVICESEXEMPTBROKEN ARROW, OK, US$20,000
Paid Grant-PROGRAM SUPPORTEXEMPTTULSA, OK, US$20,000
Paid Grant-PROGRAM SUPPORTEXEMPTKELLYVILLE, OK, US$15,600
Paid Grant-PROGRAM SERVICESEXEMPTSAPULPA, OK, US$15,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$15,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$15,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$15,000
Paid Grant-PROGRAM SERVICESEXEMPTSAPULPA, OK, US$12,500
Paid GrantLOLLIPOPS AND RAINBOWS INCPROGRAM SERVICESEXEMPTTULSA, OK, US$10,000
Paid Grant-PROGRAM SERVICESEXEMPTSAPULPA, OK, US$10,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$10,000
Paid Grant-PROGRAM SERVICESEXEMPTOKLAHOMA CITY, OK, US$10,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$10,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$10,000
Paid Grant-CHARITABLEEXEMPTTULSA, OK, US$10,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$7,115
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$5,000
Paid Grant-PROGRAM SERVICESEXEMPTDRUMRIGHT, OK, US$4,140
Paid Grant-PROGRAM SERVICESEXEMPTOKLAHOMA CITY, OK, US$1,000
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
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Halley McDaniel & Cuite PLLC
Address
2727 E 21st Street Suite 102, Tulsa, OK 74114
Preparer
Mary Jane Halley CPA
Phone
9184880809
Raw XML AppendixShowing 400 of 684 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE OBLIGATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt07118475
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt06885615
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-892793
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04486360
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0521835
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01292183
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012839
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt027639
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-892793
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt024156
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt420000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE TRUST COMPANY OF OKLAHOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HARRISON I BARTLETT II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2R LYNN FESPERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HARRISON I BARTLETT III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SARAH E BARTLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35PROGRAM SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CREEK COUNTY LITERACY PROGRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7CURA MEDICAL CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8TULSA BOTANIC GARDEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10PARENT CHILD CENTER OF TULSA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13HAPPY HANDS TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14JUNIOR ACHIEVEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15KID'S KLOSET CO SAPULPA PUBLIC SCHO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16LIFE SENIOR SERVCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17OKLAHOMA STATE UNIVERSITY FOUNDATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18SOUTH TULSA COMMUNITY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm19THE CENTER FOR INDIVIDUALS WITH PHY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm20UNIVERSITY OF TULSA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm21ARTSOK INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm22FRIENDS OF STARLIGHT CONCERTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm23PATHWAY ADULT LEARNING CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm24SAPULPA HISTORICAL SOCIETY INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,972,687
Liabilities
$0
Net assets
$25,972,687
Revenue
$1,452,363
Expenses
$2,345,156
Net income
-$892,793
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