BARTLESVILLE REGIONAL UNITED WAY IN

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

LISA CARY

Phone

9183361044

Tax Period

2024-04-01 to 2025-03-31

BARTLESVILLE REGIONAL UNITED WAY IN, founded in 1969, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.4M left a modest 7% surplus.

Mission

LEADING THE FIGHT TO IMPROVE THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $1,954,801

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,440,118

Program Service Revenue $0

Investment Income $192,361

Other Revenue $0

TOTAL REVENUE $2,632,479

Expense Breakdown

Grants Paid $1,794,869

Salaries & Benefits $371,376

Fundraising Expenses $23,998

Program Expenses $2,047,638

Other Expenses $283,552

TOTAL EXPENSES $2,449,797

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,632,479	$2,371,096	+0.1%
Expenses	$2,449,797	$2,476,357	0.0%
Net Income	$182,682	$-105,261	-2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHASE ALLCOTT	MEMBER	N/A	Director	$0	$0	$0
SANGEETHA ARUN	MEMBER	N/A	Director	$0	$0	$0
BETSY BARNES	GOV/NOMINATI	N/A	Officer Director	$0	$0	$0
JENNY BROWN	SECRETARY	N/A	Officer Director	$0	$0	$0
LISA CARY	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
STEPHEN COLAW	MEMBER	N/A	Director	$0	$0	$0
PAM CRAWFORD	MEMBER	N/A	Director	$0	$0	$0
JILL EPPERSON	MEMBER	N/A	Director	$0	$0	$0
SARA FREEMAN	MEMBER	N/A	Director	$0	$0	$0
DAVID GORDON	MEMBER	N/A	Director	$0	$0	$0
GEORGE HALKAIDES	TREASURER	N/A	Officer Director	$0	$0	$0
MARK JENSEN	MEMBER	N/A	Director	$0	$0	$0
KAREN LEINEN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DIANNE MARTINEZ	PRESIDENT	N/A	Officer Director	$0	$0	$0
DAVID NICKEL	MEMBER	N/A	Director	$0	$0	$0
VICTOR PAUL	MEMBER	N/A	Director	$0	$0	$0
KALEB POTTER	PAST PRESIDE	N/A	Director	$0	$0	$0
ROBERT REEVES	AT LARGE	N/A	Director	$0	$0	$0
HEATHER ROBINSON	MEMBER	N/A	Director	$0	$0	$0
LOREN ROSZEL	CIC OVERSIGH	N/A	Officer Director	$0	$0	$0
ANNIE SALTSMAN	MEMBER	N/A	Director	$0	$0	$0
EARL SEARS	MEMBER	N/A	Director	$0	$0	$0
KATHY WADDELL	ASSISTANT TR	N/A	Officer Director	$0	$0	$0
TOSHA WYATT	MEMBER	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,632,479	$2,449,797	$4,606,508	$182,682
2024	$2,371,096	$2,476,357	$4,419,112	$-105,261
2023	$2,337,915	$2,318,158	$4,296,120	$19,757
2022	$2,536,186	$2,490,743	$4,480,313	$45,443
2021	$1,011,447	$118,711	$4,110,133	$892,736
2020	$2,166,169	$2,567,303	$3,185,395	$-401,134
2019	$2,344,702	$2,239,340	$3,374,437	$105,362
2018	$2,255,286	$2,268,330	$3,067,146	$-13,044