Bartlesville Regional United Way In

Nonprofit profile at a glance

EIN
237041295
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Bartlesville, OK, USA
Phone
9183361044
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$2,632,479
Expenses
$2,449,797
Assets
$4,606,508
Liabilities
$1,607,294

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

24 people listed

Executive titles in this filing

  • DIANNE MARTINEZ (PRESIDENT)

People named in this filing

  • CHASE ALLCOTT (MEMBER)
  • SANGEETHA ARUN (MEMBER)
  • BETSY BARNES (GOV/NOMINATI)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Leading the fight to improve the health, education and financial stability of every person in our communities.

What it reported doing in 2024

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.

Operating model

Revenue model
Grant-funded. 93% of the money available for current operations came from government grants.
Distribution model
Grant intermediary. The nonprofit sent 88% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 83
  • Accountability: 82
  • Sustainability: 58
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.4%; rating input score 79
  • Program expense ratio: 83.6%; rating input score 84
  • Fundraising efficiency: $101.68 raised per $1 spent on fundraising; rating input score 87; 87th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 7th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 6.9%; rating input score 56; 56th percentile among comparable filings
  • Total-asset coverage ratio: 1.88; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0.35; rating input score 30; 30th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings

Growth

  • Program expense growth: 1.7% per year; rating input score 100; 20th percentile among comparable filings
  • Revenue growth: 1.7% per year; rating input score 100; 19th percentile among comparable filings
  • Asset growth: 5% per year; rating input score 100; 34th percentile among comparable filings

Details

  • Where the money goes: 79.4% of revenue deployed · 83.6% of spending went to programs
  • Governance: 23 of 23 board members independent · 4 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $2M in reported program spending
  • Leadership: top reported pay $0 · 24 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • Review — Sustainability: Operating margin scored 56/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 30/100.