First Presbyterian Church Foundation of Bartlesville Oklahom EIN 73-1174755

First Presbyterian Church Foundation of Bartlesville Oklahom

EIN  73-1174755 Supporting organization Bartlesville, OK
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Size
$100K–1M
What they do
Provides funds to a church for ministry and program support.
Leadership
Richard Gardner · Treasurer
Money in and out
$166K revenue, $100K expenses
Bottom line
+40% net inflow

Provides funds to a church for ministry and program support. For fiscal year 2025 it reported $166K in revenue, $100K in expenses, and $3.2M in net assets.Pt I

Money in and out · FY2025
Total revenue
$166K
Pt VIII · Ln 12
Total expenses
$100K
Pt IX · Ln 25
Net assets
$3.2M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $66K
Where spending went · Part IX cols B–D
Program services $1.00
Net inflow
+40%
revenue over expenses, this year▲ +6% vs prior filing year
Pass-through gifts
36%
of revenue from contributions▲ +10% vs prior filing year
Program spending
100%
of expenses reach stated programs0% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$166K
FY2025▲ +7%
Expenses
$100K
FY2025▲ +3%
Total assets
$3.2M
FY2025▲ +11%
Total liabilities
$0
FY2025
Total revenue
$166K
Pt VIII · Ln 12
Total expenses
$100K
Pt IX · Ln 25
Net assets
$3.2M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$66K
Total assetsPt X · Ln 16$3.2M
Program-expense ratioPt IX · col B100%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 4pending
Mission & Programs · Part III

Where the work happens

1 program service account for $100K of program spending, described in the organization's own filed words · FY2024.
01

Grants and allocations made to First Presbyterian Church, Bartlesville, OK, for their distribution to ministries and committees in partial support of their programs. The foundation distributes to a total of 14 ministries and committees.

$100Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CFirst Presbyterian Church Foundation of Bartlesville Oklahom
EINHdr · item D73-1174755
Principal addressHdr · item CBartlesville, OK
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MOK
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFReligion (X21Z)
Ruling yearIRS BMFMay 1983

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Chairperson
$0Pt VII · Sec A
Vice Chairperson
$0Pt VII · Sec A
Assistant Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See First Presbyterian Church Foundation of Bartlesville Oklahom executive salaries →

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Statement of Revenue

Part VIII
Investment income$107K · 64%
Contributions & grants$59K · 36%
Investment income64%$107K
Contributions & grants36%$59K
Total revenueLn 12$166K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $1.00
Program services100%$100K
Total functional expensesLn 25$100K

Balance Sheet

Part X · end of year
CashLn 1$6K
Total assetsLn 16$3.2M
Total liabilitiesLn 26$0
Total net assetsLn 32$3.2M
Months of cash on handcomputed0.7

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $3.2M · Operating expenses/yr $100K
389.0 months
Where the money goes
Program services
Program services $100K · Total expenses $100K
100%
Management & General
Management & general $0 · Total expenses $100K
0%
Fundraising
Fundraising $0 · Total expenses $100K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $53K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $59K · Total revenue $166K
36%
Government reliance
Government grants $0 · Total revenue $166K
0%
Earned-income share
Program service revenue $0 · Total revenue $166K
0%
Investment reliance
Investment income $107K · Total revenue $166K
+64%
Program self-sufficiency
Program service revenue $0 · Total expenses $100K
0%
Growth & trend
Revenue growth (YoY)
This year $166K · Prior year $155K
+7%
Revenue CAGR
FY2020 $91K · FY2024 $166K
+16%
Net-asset trend (YoY)
End of year $3.2M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $166K · Expenses $100K
+40%
Liabilities-to-Assets
Total liabilities — · Total assets $3.2M
Net-asset ratio
Net assets $3.2M · Total assets $3.2M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $3.2M · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $3.2M
100%
People & payroll
Highest Reported Total Compensation
Individual Richard Gardner · Reported title Treasurer · Highest reported compensation $0 · Total expenses $100K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $100K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 100%
Overhead ratio 0%
Fundraising cost ratio 0%
Revenue growth 7%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 4 grants · $361K · 2020–2023
First Presbyterian ChurchFY2023$97,117
First Presbyterian ChurchFY2022$93,265
First Presbyterian ChurchFY2021$89,027
First Presbyterian ChurchFY2020$81,986

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$166K revenue · viewing · ⤓ 990 PDF
FY2024$155K revenue · ⤓ 990 PDF
FY2023$147K revenue · ⤓ 990 PDF
FY2022$197K revenue · ⤓ 990 PDF
FY2021$91K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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