BARTLESVILLE REGIONAL UNITED WAY IN

EIN: 237041295 501(c)(3) Philanthropy & Grantmaking

BARTLESVILLE, OK

Total Revenue
$2,632,479
Total Expenses
$2,449,797
Total Assets
$4,606,508
Net Assets
$2,999,214
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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
OK
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.

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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%)

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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

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Governance

Voting Members
23
Independent Members
23
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
8
$0
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
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
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