Civic Intelligence

Edward E & Helen Turner Bartlett Foundation

990PF • Fiscal year 2015 • EIN 73-6092250

Jan 01, 2015 to Dec 31, 2015 • Filed on May 04, 2016

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

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$111,305

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

33rd percentile

-2.0%

Faster asset growth than 33% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

28%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$24,027,329

Down $494,308 (-2.0%) from 2014

Net Assets

Down

$24,027,329

Down $494,308 (-2.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$1,330,301

Up $288,159 (+28%) from 2014

Expenses

Up

$1,679,053

Up $52,519 (+3.2%) from 2014

Net Income

Up

-$348,752

Up $235,640 (+40%) from 2014

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

2015

Assets$24,027,329
Liabilities$0
Net Assets$24,027,329

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

2015

Revenue$1,330,301
Expenses$1,679,053
Net Income-$348,752
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 4, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OKLAHOMATrusteePT$111,305-$111,305
HARRISON I BARTLETT IICo-Trustee-$20,000-$20,000
R LYNN FESPERMANCo-Trustee-$20,000-$20,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOKLAHOMA STATE UNIVERSITY FOUNDATIONSCHOLARSHIPEXEMPTSTILLWATER, OK, US$308,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$225,000
Paid GrantSAPULPA PUBLIC SCHOOLSPROGRAM SERVICESEXEMPTSAPULPA, OK, US$188,765
Paid Grant-CAPITAL CAMPAIGNEXEMPTTULSA, OK, US$150,000
Paid GrantCARING COMMUNITY FRIENDSPROGRAM SERVICESEXEMPTSAPULPA, OK, US$55,000
Paid GrantUNIVERSITY OF OKLAHOMA FOUNDATIONSCHOLARSHIPEXEMPTNORMAN, OK, US$53,000
Paid GrantAUTISM CENTER OF TULSA INCPROGRAM SERVICESEXEMPTTULSA, OK, US$52,000
Paid GrantSHOW INCPROGRAM SERVICESEXEMPTSAPULPA, OK, US$50,000
Paid GrantUNIVERSITY OF TULSASCHOLARSHIPEXEMPTTULSA, OK, US$48,000
Paid GrantSAPULPA AREA CHAMBER FOUNDATION INCPROGRAM SERVICESEXEMPTSAPULPA, OK, US$41,500
Paid GrantCREEK COUNTY LITERACY PROGRAMPROGRAM SERVICESEXEMPTSAPULPA, OK, US$40,000
Paid GrantTHE SALVATION ARMYPROGRAM SERVICESEXEMPTTULSA, OK, US$36,800
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$35,000
Paid Grant-PROGRAM SERVICESEXEMPTSAPULPA, OK, US$33,000
Paid GrantCAMP FIRE USA GREEN COUNTRY COUNCIL INCPROGRAM SERVICESEXEMPTTULSA, OK, US$25,000
Paid GrantFRIENDS OF THE SAPULPA PUBLIC LIBRARYPROGRAM SERVICESEXEMPTSAPULPA, OK, US$23,000
Paid GrantRETIRED SENIOR VOLUNTEER PROGRAMPROGRAM SERVICESEXEMPTSAPULPA, OK, US$20,000
Paid GrantDVISPROGRAM SERVICESEXEMPTTULSA, OK, US$20,000
Paid GrantFAMILY & CHILDRENS SERVICESPROGRAM SERVICESEXEMPTTULSA, OK, US$15,000
Paid Grant-PROGRAM SERVICESEXEMPTSAPULPA, OK, US$15,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$11,250
Paid GrantCLAREHOUSEPROGRAM SERVICESEXEMPTTULSA, OK, US$10,790
Paid GrantYOUTH SERVICES OF CREEK COUNTYPROGRAM SERVICESEXEMPTSAPULPA, OK, US$10,000
Paid GrantLOLLIPOPS AND RAINBOWS INCPROGRAM SERVICESEXEMPTTULSA, OK, US$10,000
Paid GrantCREEK COUNTY 4-HPROGRAM SERVICESEXEMPTKELLYVILLE, OK, US$8,810
Paid Grant-PROGRAM SERVICESEXEMPTOKLAHOMA CITY, OK, US$8,000
Paid GrantJUNIOR ACHIEVEMENTPROGRAM SERVICESEXEMPTTULSA, OK, US$5,000
Paid Grant-PROGRAM SERVICESEXEMPTTULSA, OK, US$3,500
Paid GrantOKLAHOMA STATE UNIV INSTITUTE OF TECHSCHOLARSHIPEXEMPTOKMULGEE, OK, US$1,500
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
2016-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Lauhon Halley & Cuite Pllc
Address
2727 E 21st Street Suite 102, TULSA, OK 74114
Preparer
William H Lauhon CPA
Phone
9184880809
Raw XML AppendixShowing 400 of 578 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/USAddress/AddressLine1Txt1C/O TRUST COMPANY OF OKLAHOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29525 EAST 55TH STREET
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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
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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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28PROGRAM SERVICES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF OKLAHOMA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OKLAHOMA STATE UNIV INSTITUTE OF TECH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SAPULPA PUBLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAPULPA AREA CHAMBER FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6YOUTH SERVICES OF CREEK COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CARING COMMUNITY FRIENDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CREEK COUNTY LITERACY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9AUTISM CENTER OF TULSA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10RETIRED SENIOR VOLUNTEER PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11FRIENDS OF THE SAPULPA PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13CAMP FIRE USA GREEN COUNTRY COUNCIL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14CREEK COUNTY 4-H
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15LOLLIPOPS AND RAINBOWS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16SHOW INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17DVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18FAMILY & CHILDRENS SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19CLAREHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20JUNIOR ACHIEVEMENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt20EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OKLAHOMA ARTS INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2INDIAN NATION CNCL BOY SCOUTS OF AM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CHILD ADVOCACY BOARD OF CREEK CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CAMP LOUGHRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5EASTERN OKLAHOMA GIRL SCOUTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6THE CENTER FOR IND PHYSICAL CHALLEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7SAPULPA BAND BOOSTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt21None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt22None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt23None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt24None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt25None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt26None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt27None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt28None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 S MONROE PO BOX 1749

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