Bartlesville Regional United Way Inc
- Assets
- $4.5m
- Revenue
- $2.5m
- Investments
- $0.0
- Employees
- 23
- Location
- Bartlesville, OK
- Founding
- 10/1969
- Data as of
- 03/2022
- EIN
- 23-7041295
Organization Overview
Bartlesville Regional United Way Inc is located in Bartlesville, OK. The organization was established in 1969. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 03/2022, Bartlesville Regional United Way Inc employed 23 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bartlesville Regional United Way Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2022, Bartlesville Regional United Way Inc generated $2.5m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.9% each year. All expenses for the organization totaled $2.5m during the year ending 03/2022. While expenses have increased by 3.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bartlesville Regional United Way Inc has awarded 114 individual grants totaling $10,796,372. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
MISSION LEADING THE FIGHT TO IMPROVE THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - 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.
BUILDING BRIDGES OF OKLAHOMA - IS A FULLY FUNDED BARTLESVILLE REGIONAL UNITED WAY INITIATIVE. POVERTY IN BARTLESVILLE IS A PROBLEM NOT ONLY MEASURED BY THE INTANGIBLE, PERSONAL STORIES OF FAMILY HEARTACHE, BUT IS ALSO A REAL COST BURDEN TO SOCIETY EVERY YEAR. DESPITE CONTINUING EFFORTS TO COMBAT IT, THE PROVERTY RATE IS GROWING. THE KEY IS TO BREAK THE CYCLE OF POVERTY BY MOVING FAMILIES OUT OF DEBT, OUT OF POVERTY, THEN FINALLY TO SELF-SUFFICIENCY. PARTICIPANTS IN BUILDING BRIDGES WHO LIVE IN GENERATIONAL POVERTY GAIN THE KNOWLEDGE AND SKILL SETS TO ALLOW THEM TO DEVELOP A COMPREHENSIVE PLAN TO MOVE INTO PROSPERITY TO PHILANTHROPY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kaleb Potter President | Officer | 4 | $0 |
George Halkaides Treasurer | Officer | 4 | $0 |
Kathy Waddell Assistant Treasurer | Officer | 2 | $0 |
Jenny Brown Secretary | Officer | 2 | $0 |
Dianne Martinez Vice President | Officer | 4 | $0 |
Lisa Cary Executive Director | Officer | 40 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $2,501,818 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,501,818 |
| Total Program Service Revenue | $0 |
| Investment income | $34,368 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,536,186 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,785,652 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $221,970 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $63,837 |
| Payroll taxes | $16,275 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $10,375 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $18,166 |
| Office expenses | $3,626 |
| Information technology | $9,448 |
| Royalties | $0 |
| Occupancy | $33,016 |
| Travel | $840 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $859 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $740 |
| Insurance | $5,478 |
| All other expenses | $0 |
| Total functional expenses | $2,490,743 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,132,272 |
| Savings and temporary cash investments | $1,923,396 |
| Pledges and grants receivable | $420,170 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $57 |
| Net Land, buildings, and equipment | $4,418 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,480,313 |
| Accounts payable and accrued expenses | $6,780 |
| Grants payable | $1,418,127 |
| Deferred revenue | $7,500 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,432,407 |
| Net assets without donor restrictions | $3,047,906 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,480,313 |
Grants Awarded
Over the last fiscal year, Bartlesville Regional United Way Inc has awarded $1,441,636 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
BOYS AND GIRLS CLUB OF BARTLESVILLE | | | $186,285 |
BUILDING BRIDGES | | | $172,000 |
MARY MARTHA OUTREACH | | | $130,000 |
FAMILY HEALTHCARE CLINIC | | | $122,500 |
SAMARTIAN COUNSELING AND GROWTH CENTER | | | $121,000 |
ELDER CARE | | | $120,000 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Bartlesville Regional United Way Inc has recieved totaling $349,352.
| Awarding Organization | Amount |
|---|---|
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $342,829 |
K S Adams Foundation Dewey, OK PURPOSE: FUND LOCAL UNITED WAY | $6,500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $23 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Circle Of Life Springdale, AR | $23,639,439 | $20,357,791 |
United Way Of Central New Mexico Albuquerque, NM | $25,758,904 | $18,629,053 |
Valero Energy Foundation San Antonio, TX | $27,234,889 | $9,027,256 |
Jewish Federation Of St Louis St Louis, MO | $156,968,183 | $19,475,995 |
United Way Of The Plains Wichita, KS | $26,271,888 | $15,996,345 |
Jewish Federation Of Greater Houston Houston, TX | $13,164,896 | $16,157,692 |
Jewish Federation Of Greater Dallas Dallas, TX | $18,027,508 | $11,762,815 |
Shalom Austin Austin, TX | $8,435,174 | $13,067,909 |
Ten Talents Foundation St Louis, MO | $138,781,334 | $2,527,565 |
Jewish Federation Of Greater Kansas City Overland Park, KS | $33,290,589 | $6,944,179 |
United Way Of Larimer County Inc Fort Collins, CO | $7,692,443 | $6,500,342 |
United Way Of El Paso County El Paso, TX | $7,999,389 | $6,622,179 |