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Bartlesville Regional United Way Inc

RegisteredEIN 23-7041295Bartlesville, OKGrant-making and general purposes
Income$2.3m2023-03
Spending$2.3msame year
Spent / received94%5-year average
Size in its cause88th pctGrant-making and general purposes
Exempt since1969Publicly supported organisat
Employees23latest return

Analysis

Bartlesville Regional United Way Inc is a registered charity in United States, based in Bartlesville, OK. It received its IRS tax-exemption ruling in October 1969, 57 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending March 2023, Bartlesville Regional United Way Inc reported income of $2.3m and spending of $2.3m, spending 99% of its income. Across the 5 years on record, from December 2019 to March 2023, income fell from $2.3m to $2.3m (-0.3%), an average of -0.1% a year. The sharpest change came in the year to March 2022, when income rose by 151%. Over the whole period it spent 94% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Bartlesville Regional United Way Inc sits at the 88th percentile: it is larger than about 88% of them. Against every charity in United States with reported income it ranks in the 87th percentile, and in the 88th percentile within OK. Charities of a similar size with the same main cause include Samaritan Counseling Services of the Gulf Coast Inc ($2.3m), Greater Olean Community Foundation ($2.3m) and Mt Washington Pediatric Foundation Inc ($2.3m).

On its Form 990 for the period ending March 2023, revenue came from contributions and grants 98% of the total. Other salaries and wages came to $245k. At year end it held assets of $4.3m against liabilities of $1.5m, net assets of $2.8m. It reported 23 employees.

Income and spending

$0$642k$1.3m$1.9m$2.6m2019 Income: $2,344,7022019 Spending: $2,239,34020192020 Income: $2,166,1692020 Spending: $2,567,30320202021 Income: $1,011,4472021 Spending: $118,71120212022 Income: $2,536,1862022 Spending: $2,490,74320222023 Income: $2,337,9152023 Spending: $2,318,1582023
IncomeSpending

Where the income comes from

  • Contributions & grants 98%
  • Other 2.3%

Similar-sized charities, same cause

CharityLocationIncome
Samaritan Counseling Services of the Gulf Coast IncSarasota$2.3m
Greater Olean Community FoundationOlean$2.3m
Mt Washington Pediatric Foundation IncBaltimore$2.3m
American Friends of Le Korsa IncBethany$2.3m