Nonprofit · EIN 23-7041295
BARTLESVILLE REGIONAL UNITED WAY INC
Tax-exempt · BARTLESVILLE, OK 74003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $2,632,479 | $2,449,797 | $182,682 | $4,606,508 | $1,607,294 | $2,999,214 |
| March 31, 2024 | 990 | $2,371,096 | $2,476,357 | -$105,261 | $4,419,112 | $1,615,202 | $2,803,910 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $2,440,118
- of which government grants
- $2,440,118
- Program service revenue
- $0
- Investment income
- $192,361
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,794,869
- Other salaries and wages
- $277,041
- Salaries, compensation and benefits (total)
- $371,376
- Professional fundraising fees
- $0
- Occupancy
- $35,971
- Travel
- $5,761
- Depreciation
- $758
- Program services (functional)
- $2,047,638
- Management and general (functional)
- $378,161
- Fundraising (functional)
- $23,998
Balance sheet and other
- Total assets, start of year
- $4,419,112
- Total assets, end of year
- $4,606,508
- Total liabilities, end of year
- $1,607,294
- Net assets, end of year
- $2,999,214
- Land, buildings and equipment
- $3,308
- Net assets without donor restrictions
- $2,999,214
- Gross receipts
- $2,632,479
- Employees
- 0
- Year formed
- 1969
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHASE ALLCOTT | MEMBER Trustee or director | – | $0 |
| SANGEETHA ARUN | MEMBER Trustee or director | – | $0 |
| BETSY BARNES | GOV/NOMINATI Trustee or director, Officer | – | $0 |
| JENNY BROWN | SECRETARY Trustee or director, Officer | – | $0 |
| LISA CARY | EXECUTIVE DI Trustee or director, Officer | – | $0 |
| STEPHEN COLAW | MEMBER Trustee or director | – | $0 |
| PAM CRAWFORD | MEMBER Trustee or director | – | $0 |
| JILL EPPERSON | MEMBER Trustee or director | – | $0 |
| SARA FREEMAN | MEMBER Trustee or director | – | $0 |
| DAVID GORDON | MEMBER Trustee or director | – | $0 |
| GEORGE HALKAIDES | TREASURER Trustee or director, Officer | – | $0 |
| MARK JENSEN | MEMBER Trustee or director | – | $0 |
| KAREN LEINEN | VICE PRESIDE Trustee or director, Officer | – | $0 |
| DIANNE MARTINEZ | PRESIDENT Trustee or director, Officer | – | $0 |
| DAVID NICKEL | MEMBER Trustee or director | – | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICTOR PAUL | MEMBER Trustee or director | – | $0 |
| KALEB POTTER | PAST PRESIDE Trustee or director | – | $0 |
| ROBERT REEVES | AT LARGE Trustee or director | – | $0 |
| HEATHER ROBINSON | MEMBER Trustee or director | – | $0 |
| LOREN ROSZEL | CIC OVERSIGH Trustee or director, Officer | – | $0 |
| ANNIE SALTSMAN | MEMBER Trustee or director | – | $0 |
| EARL SEARS | MEMBER Trustee or director | – | $0 |
| KATHY WADDELL | ASSISTANT TR Trustee or director, Officer | – | $0 |
| TOSHA WYATT | MEMBER Trustee or director | – | $0 |
990 for the year ended March 31, 2024: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHASE ALLCOTT | MEMBER Trustee or director | – | $0 |
| SANGEETHA ARUN | MEMBER Trustee or director | – | $0 |
| BETSY BARNES | GOV/NOMINATI Trustee or director, Officer | – | $0 |
| JENNY BROWN | SECRETARY Trustee or director, Officer | – | $0 |
| LISA CARY | EXECUTIVE DI Trustee or director, Officer | – | $0 |
| STEPHEN COLAW | MEMBER Trustee or director | – | $0 |
| PAM CRAWFORD | MEMBER Trustee or director | – | $0 |
| JILL EPPERSON | MEMBER Trustee or director | – | $0 |
| SARA FREEMAN | MEMBER Trustee or director | – | $0 |
| DAVID GORDON | MEMBER Trustee or director | – | $0 |
| GEORGE HALKAIDES | TREASURER Trustee or director, Officer | – | $0 |
| MARK JENSEN | MEMBER Trustee or director | – | $0 |
| KAREN LEINEN | VICE PRESIDE Trustee or director, Officer | – | $0 |
| DIANNE MARTINEZ | PRESIDENT Trustee or director, Officer | – | $0 |
| DAVID NICKEL | MEMBER Trustee or director | – | $0 |
| VICTOR PAUL | MEMBER Trustee or director | – | $0 |
| KALEB POTTER | PAST PRESIDE Trustee or director | – | $0 |
| ROBERT REEVES | AT LARGE Trustee or director, Officer | – | $0 |
| HEATHER ROBINSON | MEMBER Trustee or director | – | $0 |
| LOREN ROSZEL | CIC OVERSIGH Trustee or director, Officer | – | $0 |
| ANNIE SALTSMAN | MEMBER Trustee or director | – | $0 |
| EARL SEARS | MEMBER Trustee or director | – | $0 |
| KATHY WADDELL | ASSISTANT TR Trustee or director, Officer | – | $0 |
| TOSHA WYATT | MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 415 E SILAS ST, BARTLESVILLE, OK 74003-3611
- Principal officer (990 for 2024)
- LISA CARY
- Signed the 990
- LISA CARY, EXECUTIVE DIRECTOR
- Phone
- (918) 336-1044
- Website
- WWW.BARTLESVILLEUW.ORG
- Return prepared by
- OBER & LITTLEFIELD CPAS
Mission
LEADING THE FIGHT TO IMPROVE THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITIES.
Program accomplishments
- 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.Expenses $1,954,801 · grants $1,794,869
- 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.Expenses $92,837
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7041295
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $4,606,508
- Income (IRS master file)
- $2,632,479
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $2,632,479 | $2,449,797 | $4,606,508 | XML |
| 990 | March 2024 | $2,371,096 | $2,476,357 | $4,419,112 | XML |
| 990 | March 2023 | $2,337,915 | $2,318,158 | $4,296,120 | IRS |
| 990 | March 2022 | $2,536,186 | $2,490,743 | $4,480,313 | IRS |
| 990 | March 2021 | $1,011,447 | $118,711 | $4,110,133 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7041295).
Questions about BARTLESVILLE REGIONAL UNITED WAY INC
- What is the EIN of BARTLESVILLE REGIONAL UNITED WAY INC?
- The employer identification number (EIN) of BARTLESVILLE REGIONAL UNITED WAY INC is 23-7041295.
- Is BARTLESVILLE REGIONAL UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to BARTLESVILLE REGIONAL UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BARTLESVILLE REGIONAL UNITED WAY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BARTLESVILLE REGIONAL UNITED WAY INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARTLESVILLE REGIONAL UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of BARTLESVILLE REGIONAL UNITED WAY INC?
- The 990 for the year ended March 31, 2025 names LISA CARY.
- Who are the officers and directors of BARTLESVILLE REGIONAL UNITED WAY INC?
- The 990 for the year ended March 31, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does BARTLESVILLE REGIONAL UNITED WAY INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $2,632,479, expenses of $2,449,797 and total assets of $4,606,508 at year end.
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All nonprofits in BARTLESVILLE · Oklahoma · Philanthropy, voluntarism and grantmaking foundations