Civic Intelligence

Edward E & Helen Turner Bartlett Foundation

990PF • Fiscal year 2020 • EIN 73-6092250

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 14, 2021

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

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

89th percentile

53%

Higher net margin than 89% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$122,586

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

60th percentile

8.5%

Faster asset growth than 60% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

191%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$23,622,056

Up $1,841,525 (+8.5%) from 2019

Net Assets

Up

$23,622,056

Up $1,841,525 (+8.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin89th percentile

Revenue

Up

$3,427,932

Up $2,247,927 (+191%) from 2019

Expenses

Down

$1,613,001

Down $77,571 (-4.6%) from 2019

Net Income

Up

$1,814,931

Up $2,325,498 (+455%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$23,622,056
Liabilities$0
Net Assets$23,622,056
Open 2020 Filing

Operations Trend

Revenue Growth95th 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

2020

Revenue$3,427,932
Expenses$1,613,001
Net Income$1,814,931
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OKLAHOMATrusteePT$122,586-$122,586
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
2021-06-14
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 650 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19PROGRAM SERVICES
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 SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32PROGRAM SERVICES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36SCHOLARSHIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF OKLAHOMA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF TULSA MARCHING BAND
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/BusinessNameLine1Txt6CARING COMMUNITY FRIENDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CREEK COUNTY LITERACY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CAMP FIRE USA GREEN COUNTRY COUNCIL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9LOLLIPOPS AND RAINBOWS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SHOW INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11FAMILY & CHILDRENS SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12BRISTOW EDUCATION FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt34EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CHILD ADVOCACY BOARD OF CREEK CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3RSVP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4SAPULPA HISTORICAL MEMORIAL FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CLAREHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6OKLAHOMA ARTS INSTITUTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11CURA MEDICAL CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12UNIVERSITY OF OKLAHOMA MARCHING BAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13OKLAHOMA STATE UNIVERSITY MARCHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14TULSA BOTANIC GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15SAPULPA PARK FRIENDS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16HOSPICE OF GREEN COUNTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17PARENT CHILD CENTER OF TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18AMERICAN LEGION POST 36
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm19CENTER FOR INDIVIDUALS WITH PHYSICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm20AUTISM IN OKLAHOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm21STREET SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm22A NEW LEAF INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm23THE UNIVERSITY OF TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,622,056
Liabilities
$0
Net assets
$23,622,056
Revenue
$3,427,932
Expenses
$1,613,001
Net income
$1,814,931
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