Civic Intelligence

Family YMCA of Bartlesville

EIN 73-0521535 • 501(c)3 • Bartlesville, OK

Profile

The family ymca of bartlesville is a volunteer led public charity that includes men, women and children of all ages, abilities, incomes, races and religions. Our mission is to put christian principles into practice through programs that build strong kids, families and communities. The core ymca values of honesty, caring, respect and responsibility are consciously incorporated into each ymca activity, creating an environment where members, volunteers and staff can truly reach their full potential. While these core principles remain steadfastly the same, ymca programs are constantly changing to meet the evolving needs of today's families and communities. The ymca of today offers comprehensive community programing and wholesome activities for people of all ages.

101 N OsageBartlesville, OK 74003

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.12x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.05x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$139,279

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

76th percentile

17%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,041,336

Up $147,863 (+17%) from 2023

Liabilities

Up

$120,471

Up $67,316 (+127%) from 2023

Net Assets

Up

$920,865

Up $80,547 (+9.6%) from 2023

Revenue

Up

$2,247,275

Up $358,463 (+19%) from 2023

Expenses

Up

$2,169,845

Up $205,288 (+10%) from 2023

Net Income

Up

$77,430

Up $153,175 (+202%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $534,301Liabilities 2011: $110,372Net Assets 2011: $423,9292011Assets 2012: $593,249Liabilities 2012: $104,634Net Assets 2012: $488,6152012Assets 2013: $635,162Liabilities 2013: $216,180Net Assets 2013: $418,9822013Assets 2014: $684,913Liabilities 2014: $130,367Net Assets 2014: $554,5462014Assets 2015: $772,623Liabilities 2015: $116,923Net Assets 2015: $655,7002015Assets 2016: $735,044Liabilities 2016: $107,822Net Assets 2016: $627,2222016Assets 2017: $820,744Liabilities 2017: $94,696Net Assets 2017: $726,0482017Assets 2018: $903,336Liabilities 2018: $100,008Net Assets 2018: $803,3282018Assets 2019: $940,738Liabilities 2019: $163,052Net Assets 2019: $777,6862019Assets 2020: $1,033,923Liabilities 2020: $359,734Net Assets 2020: $674,1892020Assets 2021: $1,168,302Liabilities 2021: $277,514Net Assets 2021: $890,7882021Assets 2022: $976,213Liabilities 2022: $69,351Net Assets 2022: $906,8622022Assets 2023: $893,473Liabilities 2023: $53,155Net Assets 2023: $840,3182023Assets 2024: $1,041,336Liabilities 2024: $120,471Net Assets 2024: $920,8652024

Highlighted filing

2024

Assets$1,041,336
Liabilities$120,471
Net Assets$920,865

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $845,794Expenses 2011: $945,104Net Income 2011: -$99,3102011Expenses 2012: $951,9432012Revenue 2013: $912,563Expenses 2013: $983,336Net Income 2013: -$70,7732013Revenue 2014: $1,008,226Expenses 2014: $873,662Net Income 2014: $134,5642014Revenue 2015: $1,125,214Expenses 2015: $1,024,060Net Income 2015: $101,1542015Revenue 2016: $1,112,304Expenses 2016: $1,140,782Net Income 2016: -$28,4782016Revenue 2017: $1,548,157Expenses 2017: $1,449,331Net Income 2017: $98,8262017Revenue 2018: $1,872,437Expenses 2018: $1,795,157Net Income 2018: $77,2802018Revenue 2019: $1,793,286Expenses 2019: $1,827,838Net Income 2019: -$34,5522019Revenue 2020: $1,353,785Expenses 2020: $1,463,999Net Income 2020: -$110,2142020Revenue 2021: $1,854,300Expenses 2021: $1,645,442Net Income 2021: $208,8582021Revenue 2022: $2,100,175Expenses 2022: $2,063,906Net Income 2022: $36,2692022Revenue 2023: $1,888,812Expenses 2023: $1,964,557Net Income 2023: -$75,7452023Revenue 2024: $2,247,275Expenses 2024: $2,169,845Net Income 2024: $77,4302024

Highlighted filing

2024

Revenue$2,247,275
Expenses$2,169,845
Net Income$77,430

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.12$0.92$2.25$2.17$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.05$0.84$1.89$1.96$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.07$0.91$2.10$2.06$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.28$0.89$1.85$1.65$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.36$0.67$1.35$1.46$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.16$0.78$1.79$1.83$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.10$0.80$1.87$1.80$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.09$0.73$1.55$1.45$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.11$0.63$1.11$1.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.12$0.66$1.13$1.02$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.13$0.55$1.01$0.87$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.22$0.42$0.91$0.98$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.10$0.49$0.95
2011Summary only. Only limited summary data is available for this year.$0.53$0.11$0.42$0.85$0.95$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 5, 2025
Return Version
2024v5.2
Gross Receipts
$2,289,173
Mission and Program Overview

Mission

The family ymca of bartlesville is a volunteer led public charity that includes men, women and children of all ages, abilities, incomes, races and religions. Our mission is to put christian principles into practice through programs that build strong kids, families and communities. The core ymca values of honesty, caring, respect and responsibility are consciously incorporated into each ymca activity, creating an environment where members, volunteers and staff can truly reach their full potential. While these core principles remain steadfastly the same, ymca programs are constantly changing to meet the evolving needs of today's families and communities. The ymca of today offers comprehensive community programing and wholesome activities for people of all ages.

To put christian principles into practice through programs that build strong kids, families and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$393,840$362,343▼ $31,497
Cash and Non-Interest-Bearing Accounts$221,549$332,651▲ $111,102
Pledges and Grants Receivable$122,105$131,000▲ $8,895
Investments in Publicly Traded Securities$109,900$119,492▲ $9,592
Prepaid Expenses and Deferred Charges$46,079$46,887▲ $808
Total Assets$893,473$1,041,336▲ $147,863
Other Assets Total$0$48,963▲ $48,963
Liabilities
Accounts Payable and Accrued Expenses$53,155$71,104▲ $17,949
Other Liabilities$0$49,367▲ $49,367
Total Liabilities$53,155$120,471▲ $67,316
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$665,504$711,103▲ $45,599
Net Assets With Donor Restrictions$174,814$209,762▲ $34,948
Total Net Assets Fund Balance$840,318$920,865▲ $80,547
Total Liabilities and Net Assets / Fund Balance$893,473$1,041,336▲ $147,863

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$134,965$2,444,943$2,579,908
Equipment$169,695$935,756$1,105,451
Land$57,683-$57,683

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$109,900-▲ $9,592-$119,492
2023$98,673-▲ $11,227-$109,900
2022$115,032-▼ $16,359-$98,673
2021$101,366-▲ $13,666-$115,032
2020$92,062-▲ $9,304-$101,366
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert PhillipsCEOFT$116,850$22,429$139,279

Board Members and Trustees

NameTitle
Kimberly DoengesPresident Elect
John GormanPresident of the Board
Aaron BeldnerBoard Director
Bob PomeroyBoard Director
Chris JonesBoard Director
Dan KeleherBoard Director
Ladonna ChancellorBoard Director
Mark KaneBoard Director
Nathan BarhamBoard Director
Tosha WyattBoard Director
Jared SiglerSecretary
Heather RobisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$371,613
Program Service Revenue
$1,821,852
Investment Income
$7,633
Other Revenue
$46,177
All Other Contributions
$110,936
Change in Net Assets
$77,430

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,147,804
Revenue Not Reported on Financial Statements
$99,471
Revenue Not Reported on Form 990
$40,205
Other Revenue Adjustments
$98,314
Total Revenue per Audited Statements
$2,188,009
Total Revenue per Form 990
$2,247,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,278,567
Other Expenses$792,964
Grants and Similar Amounts Paid$98,314
Total Fundraising Expense$3,048
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$942,188$23,223-$965,411
Office Expenses$201,850$7,916-$209,766
Occupancy$157,534$22,136-$179,670
Current Officers, Directors, Trustees, and Key Employees$135,328$3,951-$139,279
Payroll Taxes$100,627$2,488-$103,115
Grants to Domestic Individuals$98,314--$98,314
Fees for Services Other$28,367$37,214-$65,581
Depreciation Depletion$57,158$8,122-$65,280
Insurance$56,605$8,048-$64,653
Information Technology$19,404$25,455-$44,859
Payments to Affiliates$35,455$5,041-$40,496
Other Employee Benefits$35,046$1,225-$36,271
Pension Plan Contributions$33,326$1,165-$34,491
Fees for Services Accounting$11,636$15,266-$26,902
Advertising$13,101$1,172-$14,273
All Other Expenses$11,953$635-$12,588
Travel$9,621$755-$10,376
Conferences and Meetings$6,495$877-$7,372
Other Expenses$5,440$187$3,048$3,048
Interest$2,311$329-$2,640
Fees for Service Investment Mgmnt Fees$973$184-$1,157
Total Functional Expenses$1,995,241$171,556$3,048$2,169,845

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,169,845
Total Expenses per Audited Statements$2,107,462
Expenses per Audited Statements$2,070,374
Expenses Not Reported on Financial Statements$99,471
Other Expense Adjustments$98,314
Expenses Not Reported on Form 990$37,088
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Liability$45,836
Operating Lease Liability$3,531
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section A, Line 6

The organization's members annually elect the governing body.

Form 990, Part VI, Section A, Line 7A

The organization has members who annually elect the governing body.

Form 990, Part VI, Section B, Line 11B

The tax return is made available for review to the governing board prior to approval.

Form 990, Part VI, Section B, Line 12C

The organization maintains a conflict of interest policy.

Form 990, Part VI, Section B, Line 15

(a) the board approves all salary and wage amounts that are paid. (b) the board approves all salary amounts paid to employees.

Form 990, Part VI, Section C, Line 19

Organization documents are made available to the public on request.

Filing and Contact Details

Filer

Filer Name
Family Ymca of Bartlesville
EIN
73-0521535
Phone
9183360713
Address
101 N OSAGE, BARTLESVILLE, OK 74003

Signing Officer

Name
Robert Phillips
Title
CEO
Phone
9183360713
Signed
2025-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Phillips
Formed
1973
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
12
Employees
209
Volunteers
304

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
Megan Courtney
Phone
9187452333
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4

Program descriptions: youth development our ymca is committed to empowering young people to reach their full potential. That's why we help young people cultivate the values, skills and relationships that lead to positive behaviors, better health and educational achievement. Our ymca programs, such as elementary aged before/after school care, youth summer day care, youth swim lessons, and youth basketball offer a range of experiences that enrich cognitive, social, physical, and emotional growth. Expenses include subsidies and direct financial assistance that make participation possible for 35 percent of the young people we engage. Healthy living the y is committed to improving individual and community well-being. We bring families and communities closer together, encourage good health and foster connections through fitness, sports, fun and shared interests. As a result, seniors, youth, and families in our community are receiving the support, guidance and resources they need to achieve greater health in spirit, mind and body. This is particularly important as our nation struggles with an obesity crisis, families struggle with work/life balance, and individuals search for personal fulfillment. Our programs are accessible, affordable, and open to all faiths, backgrounds, abilities, and income levels. In 2024, we provided $111,811.37 in direct financial assistance to people who otherwise may not have been able to afford to participate in ymca membership and ymca programs. Social responsibility our ymca believes in giving back and supporting our neighbors. We have been listening and responding to our community's most critical social needs for over 100 years. Y programs, such as safety around water is an example of how we deliver training, resources, and support that empower our neighbors to effect change, bridge gaps, and overcome obstacles. In 2024, we engaged 6,669 ymca members, participants and volunteers in activities that strengthen our community and pave the way for future generations to thrive.

Form 990, Part XII, Line 2C

The organization's finance committee meets monthly and is responsible for reviewing and approving monthly financial statements and reports. It is responsible for review and approval of the organization's audit report.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Cost of good sold 37,088.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Grants to individuals 98,314.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of good sold 37,088.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Grants to individuals 98,314.

Raw XML AppendixShowing 400 of 586 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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IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT PHILLIPS
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT ELECT
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IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD DIRECTOR
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IRS990/MissionDesc0THE FAMILY YMCA OF BARTLESVILLE IS A VOLUNTEER LED PUBLIC CHARITY THAT INCLUDES MEN, WOMEN AND CHILDREN OF ALL AGES, ABILITIES, INCOMES, RACES AND RELIGIONS. OUR MISSION IS TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD STRONG KIDS, FAMILIES AND COMMUNITIES. THE CORE YMCA VALUES OF HONESTY, CARING, RESPECT AND RESPONSIBILITY ARE CONSCIOUSLY INCORPORATED INTO EACH YMCA ACTIVITY, CREATING AN ENVIRONMENT WHERE MEMBERS, VOLUNTEERS AND STAFF CAN TRULY REACH THEIR FULL POTENTIAL. WHILE THESE CORE PRINCIPLES REMAIN STEADFASTLY THE SAME, YMCA PROGRAMS ARE CONSTANTLY CHANGING TO MEET THE EVOLVING NEEDS OF TODAY'S FAMILIES AND COMMUNITIES. THE YMCA OF TODAY OFFERS COMPREHENSIVE COMMUNITY PROGRAMING AND WHOLESOME ACTIVITIES FOR PEOPLE OF ALL AGES.
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