FAMILY YMCA OF BARTLESVILLE

EIN: 730521535 501(c)(3) Human Services

BARTLESVILLE, OK

Total Revenue
$2,247,275
Total Expenses
$2,169,845
Total Assets
$1,041,336
Net Assets
$920,865
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
OK
Principal Officer
ROBERT PHILLIPS
Phone
9183360713
Tax Period
2024-01-01 to 2024-12-31

FAMILY YMCA OF BARTLESVILLE, founded in 1973, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 3% surplus.

Mission

TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD STRONG KIDS, FAMILIES AND 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 $371,613
Program Service Revenue $1,821,852
Investment Income $7,633
Other Revenue $46,177
TOTAL REVENUE $2,247,275

Expense Breakdown

Grants Paid $98,314
Salaries & Benefits $1,278,567
Fundraising Expenses $3,048
Program Expenses $1,995,241
Other Expenses $792,964
TOTAL EXPENSES $2,169,845

Year-over-Year Comparison

2024 2023 Change
Revenue $2,247,275 $1,888,812 +0.2%
Expenses $2,169,845 $1,964,557 +0.1%
Net Income $77,430 $-75,745 -2.0%
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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Governance

Voting Members
12
Independent Members
12
Employees
209
Volunteers
304

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
5
$139,279
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NATHAN BARHAM BOARD DIRECTOR 0.50
Director
$0 $0 $0
BOB POMEROY BOARD DIRECTOR 0.50
Director
$0 $0 $0
HEATHER ROBISON TREASURER 0.50
Officer Director
$0 $0 $0
AARON BELDNER BOARD DIRECTOR 0.50
Director
$0 $0 $0
CHRIS JONES BOARD DIRECTOR 0.50
Director
$0 $0 $0
DAN KELEHER BOARD DIRECTOR 0.50
Director
$0 $0 $0
MARK KANE BOARD DIRECTOR 0.50
Director
$0 $0 $0
JARED SIGLER SECRETARY 0.50
Officer Director
$0 $0 $0
KIMBERLY DOENGES PRESIDENT ELECT 0.50
Officer Director
$0 $0 $0
LADONNA CHANCELLOR BOARD DIRECTOR 0.50
Director
$0 $0 $0
TOSHA WYATT BOARD DIRECTOR 0.50
Director
$0 $0 $0
JOHN GORMAN PRESIDENT OF THE BOARD 0.50
Officer Director
$0 $0 $0
ROBERT PHILLIPS CEO 40.00
Officer
$116,850 $22,429 $139,279
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
2024 $2,247,275 $2,169,845 $1,041,336 $77,430
2023 $1,888,812 $1,964,557 $893,473 $-75,745
2022 $2,100,175 $2,063,906 $976,213 $36,269
2021 $1,854,300 $1,645,442 $1,168,302 $208,858
2020 $1,353,785 $1,463,999 $1,033,923 $-110,214
2019 $1,793,286 $1,827,838 $940,738 $-34,552
2018 $1,872,437 $1,795,157 $903,336 $77,280
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