Civic Intelligence

Bartlesville Regional United Way Inc

EIN 23-7041295 • 501(c)3 • Bartlesville, OK

Profile

Mission: Uniting people, resources and strategy for the good of the community. Activity: Provide leadership by addressing community needs, mobilizing community resources, assessing and prioritizing community needs, collectively and appropriately distributing funds and assuring agency accountability, all while improving social well-being and maximizing personal growth.

415 E Silas RoadBartlesville, OK 74003

www.bartlesvilleuw.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.35x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.61x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

55th percentile

6.9%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

52nd percentile

4.2%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$4,606,508

Up $496,375 (+12%) from 2021

Liabilities

Up

$1,607,294

Up $442,925 (+38%) from 2021

Net Assets

Up

$2,999,214

Up $53,450 (+1.8%) from 2021

Revenue

Up

$2,632,479

Up $1,621,032 (+160%) from 2021

Expenses

Up

$2,449,797

Up $2,331,086 (+1964%) from 2021

Net Income

Down

$182,682

Down $710,054 (-80%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $2,688,245Liabilities 2011: $93,739Net Assets 2011: $2,594,5062011Assets 2012: $2,799,950Liabilities 2012: $14,286Net Assets 2012: $2,785,6642012Assets 2013: $2,387,115Liabilities 2013: $1,194,344Net Assets 2013: $1,192,7712013Assets 2014: $2,978,438Liabilities 2014: $1,292,532Net Assets 2014: $1,685,9062014Assets 2015: $2,971,123Liabilities 2015: $1,273,006Net Assets 2015: $1,698,1172015Assets 2017: $3,233,147Liabilities 2017: $1,353,930Net Assets 2017: $1,879,2172017Assets 2018: $3,067,146Liabilities 2018: $1,332,045Net Assets 2018: $1,735,1012018Assets 2019: $3,374,437Liabilities 2019: $1,321,409Net Assets 2019: $2,053,0282019Assets 2020: $3,185,395Liabilities 2020: $1,533,501Net Assets 2020: $1,651,8942020Assets 2021: $4,110,133Liabilities 2021: $1,164,369Net Assets 2021: $2,945,7642021Assets 2025: $4,606,508Liabilities 2025: $1,607,294Net Assets 2025: $2,999,2142025

Highlighted filing

2025

Assets$4,606,508
Liabilities$1,607,294
Net Assets$2,999,214

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,698,4102011Expenses 2012: $1,752,0112012Revenue 2013: $1,889,757Expenses 2013: $1,891,418Net Income 2013: -$1,6612013Revenue 2014: $2,249,307Expenses 2014: $1,789,545Net Income 2014: $459,7622014Revenue 2015: $2,070,737Expenses 2015: $1,990,254Net Income 2015: $80,4832015Revenue 2017: $2,630,099Expenses 2017: $2,299,800Net Income 2017: $330,2992017Revenue 2018: $2,255,286Expenses 2018: $2,268,330Net Income 2018: -$13,0442018Revenue 2019: $2,344,702Expenses 2019: $2,239,340Net Income 2019: $105,3622019Revenue 2020: $2,166,169Expenses 2020: $2,567,303Net Income 2020: -$401,1342020Revenue 2021: $1,011,447Expenses 2021: $118,711Net Income 2021: $892,7362021Revenue 2025: $2,632,479Expenses 2025: $2,449,797Net Income 2025: $182,6822025

Highlighted filing

2025

Revenue$2,632,479
Expenses$2,449,797
Net Income$182,682

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Sep 15, 2025
Return Version
2024v5.0
Gross Receipts
$2,632,479
Mission and Program Overview

Mission

Mission: Uniting people, resources and strategy for the good of the community. Activity: Provide leadership by addressing community needs, mobilizing community resources, assessing and prioritizing community needs, collectively and appropriately distributing funds and assuring agency accountability, all while improving social well-being and maximizing personal growth.

Leading the fight to improve the health, education and financial stability of every person in our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,415,436$2,389,302▼ $26,134
Savings and Temporary Cash Investments$1,842,009$1,979,311▲ $137,302
Pledges and Grants Receivable$161,697$234,587▲ $72,890
Land, Buildings, and Equipment, Net-$3,308-
Total Assets$4,419,112$4,606,508▲ $187,396
Other Assets Total$-30--
Liabilities
Grants Payable$1,609,974$1,594,250▼ $15,724
Deferred Revenue-$8,856-
Accounts Payable and Accrued Expenses$5,228$4,188▼ $1,040
Total Liabilities$1,615,202$1,607,294▼ $7,908
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,803,910$2,999,214▲ $195,304
Total Net Assets Fund Balance$2,803,910$2,999,214▲ $195,304
Total Liabilities and Net Assets / Fund Balance$4,419,112$4,606,508▲ $187,396

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,308$52,095$55,403
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dianne MartinezPresident
Kathy WaddellAssistant Tr
Robert ReevesAt Large
Loren RoszelCIC Oversigh
Lisa CaryExecutive Di
Betsy BarnesGov/nominati
Annie SaltsmanMember
Chase AllcottMember
David GordonMember
David NickelMember
Earl SearsMember
Heather RobinsonMember
Jill EppersonMember
Mark JensenMember
Pam CrawfordMember
Sangeetha ArunMember
Sara FreemanMember
Stephen ColawMember
Tosha WyattMember
Victor PaulMember
Kaleb PotterPast Preside
Jenny BrownSecretary
George HalkaidesTreasurer
Karen LeinenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,440,118
Program Service Revenue
$0
Investment Income
$192,361
Other Revenue
$0
Change in Net Assets
$182,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,794,869
Salaries, Compensation, and Employee Benefits$371,376
Other Expenses$283,552
Total Fundraising Expense$23,998
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,794,869--$1,794,869
Other Salaries and Wages-$277,041-$277,041
Other Employee Benefits$72,836$305-$73,141
Occupancy-$35,971-$35,971
Conferences and Meetings$31,487$423-$31,910
Advertising-$28,493-$28,493
Payroll Taxes-$21,194-$21,194
Information Technology$15,458--$15,458
Other Expenses$12,664-$23,998$12,664
All Other Expenses$5,972--$5,972
Travel-$5,761-$5,761
Office Expenses$60$4,861-$4,921
Insurance-$3,354-$3,354
Depreciation Depletion-$758-$758
Total Functional Expenses$2,047,638$378,161$23,998$2,449,797
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The members elect 1/3 of the board of directors each year at the annual meeting.

Form 990, Page 6, Part VI, Line 11B

The form 990 is presented to the executive committee for their review. After the executive committee has reviewed the form 990, it is sent to the entire board for their review.

Form 990, Page 6, Part VI, Line 12C

Bartlesville regional united way has a written conflict of interest policy which is overseen by the board of directors. The directors fill out a conflict of interest questionnaire each year. If a vote is necessary over any area where a conflict might exist, the board member abstains from voting.

Form 990, Page 6, Part VI, Line 19

The organization has copies available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Bartlesville Regional United Way in
EIN
23-7041295
Phone
9183361044
Address
415 E SILAS ROAD, BARTLESVILLE, OK 74003

Signing Officer

Name
Lisa Cary
Title
Executive Director
Phone
9183361044
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Cary
Formed
1969
Legal Domicile
Ok
Voting Board Members
23
Independent Board Members
23
Employees
0

Preparer

Firm
Ober & Littlefield Cpas
Address
124 S MAIN ST, MIAMI, OK 74354
Preparer
Christie Littlefield
Phone
9185424401
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

United way funds programs that help children learn, stay in school, and build character and leadership skills. 32% of bruw funding invested in education. 2,176 youth earned recognition for advancement in character development and application of new skills. 31,324 hours were spent on tutoring, reading development, math and computing skills. 94% of 3rd grade students not reading at grade level advanced to 4th grade due to bep funded tutoring. 28% of bruw funding is invested in financial stability. 88 families became financially stable after being provided the knowledge and skills necessary to get out of poverty. 18,556 individuals in crisis were provided services that stabilize their environment. 38,747 hot lunch meals were provided to lower working class and individuals. 40% of bruw funding was invested in health. 2,043,015 lbs of food was disbursed to families. Over 90% of in-home elderly clients will receive assistance to remain independent in their home. 28,732 bags of food were given to kids to prevent hunger over the weekend.

Form 990, Page 2, Part III, Line 4D

United way funds programs that help children learn, stay in school, and build character and leadership skills. 32% of bruw funding invested in education. 2,176 youth earned recognition for advancement in character development and application of new skills. 31,324 hours were spent on tutoring, reading development, math and computing skills. 94% of 3rd grade students not reading at grade level advanced to 4th grade due to bep funded tutoring. 28% of bruw funding is invested in financial stability. 88 families became financially stable after being provided the knowledge and skills necessary to get out of poverty. 18,556 individuals in crisis were provided services that stabilize their environment. 38,747 hot lunch meals were provided to lower working class and individuals. 40% of bruw funding was invested in health. 2,043,015 lbs of food was disbursed to families. Over 90% of in-home elderly clients will receive assistance to remain independent in their home. 28,732 bags of food were given to kids to prevent hunger over the weekend.

Form 990, Part XI, Line 9

Equipment acc depr adjustment 0

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IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DI
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt17AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CIC OVERSIGH
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSISTANT TR
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0UNITED WAY FUNDS PROGRAMS THAT HELP CHILDREN LEARN, STAY IN SCHOOL, AND BUILD CHARACTER AND LEADERSHIP SKILLS. 32% OF BRUW FUNDING INVESTED IN EDUCATION. 2,176 YOUTH EARNED RECOGNITION FOR ADVANCEMENT IN CHARACTER DEVELOPMENT AND APPLICATION OF NEW SKILLS. 31,324 HOURS WERE SPENT ON TUTORING, READING DEVELOPMENT, MATH AND COMPUTING SKILLS. 94% OF 3RD GRADE STUDENTS NOT READING AT GRADE LEVEL ADVANCED TO 4TH GRADE DUE TO BEP FUNDED TUTORING. 28% OF BRUW FUNDING IS INVESTED IN FINANCIAL STABILITY. 88 FAMILIES BECAME FINANCIALLY STABLE AFTER BEING PROVIDED THE KNOWLEDGE AND SKILLS NECESSARY TO GET OUT OF POVERTY. 18,556 INDIVIDUALS IN CRISIS WERE PROVIDED SERVICES THAT STABILIZE THEIR ENVIRONMENT. 38,747 HOT LUNCH MEALS WERE PROVIDED TO LOWER WORKING CLASS AND INDIVIDUALS. 40% OF BRUW FUNDING WAS INVESTED IN HEALTH. 2,043,015 LBS OF FOOD WAS DISBURSED TO FAMILIES. OVER 90% OF IN-HOME ELDERLY CLIENTS WILL RECEIVE ASSISTANCE TO REMAIN INDEPENDENT IN THEIR HOME. 28,732 BAGS OF FOOD WERE GIVEN TO KIDS TO PREVENT HUNGER OVER THE WEEKEND.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNITED WAY FUNDS PROGRAMS THAT HELP CHILDREN LEARN, STAY IN SCHOOL, AND BUILD CHARACTER AND LEADERSHIP SKILLS. 32% OF BRUW FUNDING INVESTED IN EDUCATION. 2,176 YOUTH EARNED RECOGNITION FOR ADVANCEMENT IN CHARACTER DEVELOPMENT AND APPLICATION OF NEW SKILLS. 31,324 HOURS WERE SPENT ON TUTORING, READING DEVELOPMENT, MATH AND COMPUTING SKILLS. 94% OF 3RD GRADE STUDENTS NOT READING AT GRADE LEVEL ADVANCED TO 4TH GRADE DUE TO BEP FUNDED TUTORING. 28% OF BRUW FUNDING IS INVESTED IN FINANCIAL STABILITY. 88 FAMILIES BECAME FINANCIALLY STABLE AFTER BEING PROVIDED THE KNOWLEDGE AND SKILLS NECESSARY TO GET OUT OF POVERTY. 18,556 INDIVIDUALS IN CRISIS WERE PROVIDED SERVICES THAT STABILIZE THEIR ENVIRONMENT. 38,747 HOT LUNCH MEALS WERE PROVIDED TO LOWER WORKING CLASS AND INDIVIDUALS. 40% OF BRUW FUNDING WAS INVESTED IN HEALTH. 2,043,015 LBS OF FOOD WAS DISBURSED TO FAMILIES. OVER 90% OF IN-HOME ELDERLY CLIENTS WILL RECEIVE ASSISTANCE TO REMAIN INDEPENDENT IN THEIR HOME. 28,732 BAGS OF FOOD WERE GIVEN TO KIDS TO PREVENT HUNGER OVER THE WEEKEND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNITED WAY FUNDS PROGRAMS THAT HELP CHILDREN LEARN, STAY IN SCHOOL, AND BUILD CHARACTER AND LEADERSHIP SKILLS. 32% OF BRUW FUNDING INVESTED IN EDUCATION. 2,176 YOUTH EARNED RECOGNITION FOR ADVANCEMENT IN CHARACTER DEVELOPMENT AND APPLICATION OF NEW SKILLS. 31,324 HOURS WERE SPENT ON TUTORING, READING DEVELOPMENT, MATH AND COMPUTING SKILLS. 94% OF 3RD GRADE STUDENTS NOT READING AT GRADE LEVEL ADVANCED TO 4TH GRADE DUE TO BEP FUNDED TUTORING. 28% OF BRUW FUNDING IS INVESTED IN FINANCIAL STABILITY. 88 FAMILIES BECAME FINANCIALLY STABLE AFTER BEING PROVIDED THE KNOWLEDGE AND SKILLS NECESSARY TO GET OUT OF POVERTY. 18,556 INDIVIDUALS IN CRISIS WERE PROVIDED SERVICES THAT STABILIZE THEIR ENVIRONMENT. 38,747 HOT LUNCH MEALS WERE PROVIDED TO LOWER WORKING CLASS AND INDIVIDUALS. 40% OF BRUW FUNDING WAS INVESTED IN HEALTH. 2,043,015 LBS OF FOOD WAS DISBURSED TO FAMILIES. OVER 90% OF IN-HOME ELDERLY CLIENTS WILL RECEIVE ASSISTANCE TO REMAIN INDEPENDENT IN THEIR HOME. 28,732 BAGS OF FOOD WERE GIVEN TO KIDS TO PREVENT HUNGER OVER THE WEEKEND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT 1/3 OF THE BOARD OF DIRECTORS EACH YEAR AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW. AFTER THE EXECUTIVE COMMITTEE HAS REVIEWED THE FORM 990, IT IS SENT TO THE ENTIRE BOARD FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BARTLESVILLE REGIONAL UNITED WAY HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IS OVERSEEN BY THE BOARD OF DIRECTORS. THE DIRECTORS FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE EACH YEAR. IF A VOTE IS NECESSARY OVER ANY AREA WHERE A CONFLICT MIGHT EXIST, THE BOARD MEMBER ABSTAINS FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS COPIES AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EQUIPMENT ACC DEPR ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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