Bartlesville Regional United Way Inc logo

Bartlesville Regional United Way Inc

Public charity · Grantmaker Bartlesville, OK EIN: 23-7041295 Website

Bartlesville Regional United Way is a public charity filing Form 990 and based in Bartlesville, Oklahoma. It supports programs in health, education, and financial stability, with grantmaking and services focused on its stated regional communities.

Bartlesville Regional United Way Inc at a glance

In short: Bartlesville Regional United Way Inc reported $1.8M in grants paid in 2025 (a total; its filing lists no individual grants). 0% of 2024 grantees were new. Source: 2025 IRS Form 990.

Grants paid (2025)
$1,794,869 — reported as a total on the IRS filing, without an itemized list
+21.0% vs 2024
Total assets
$4,606,508
+4.2% vs 2024
Revenue (2025)
$2,632,479
+11.0% vs 2024
Net investment income (2025)
$192,361
+142.7% vs 2024
Expenses (2025)
$2,449,797
-1.1% vs 2024
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Bartlesville Regional United Way Inc

Review Cycle
A listed RISE deadline of December 1, 2025, was a past cycle deadline.
Deadline
A listed RISE deadline of December 1, 2025, was a past cycle deadline.
Contact

Mailing address: 415 E Silas Road, Bartlesville, OK 74003
Phone: (918) 336-1044
Website: https://bartlesvilleuw.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Bartlesville Regional United Way Inc funds

How this funder distributes its grants

Grant Size Distribution

55 grants across all recorded years

8<$50K15$50–100K32$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 32 grants of 55 (58%).

Geographic Focus

Where this funder awards grants

The RISE Grant’s stated service area is Osage, Nowata, and Washington Counties in Oklahoma. The website also identifies those counties as the area served by its community investment work.

Is Bartlesville Regional United Way Inc open to new grantees?

0%

first-time grantees, 2024

In 2024, 0 of 14 grantees (0%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count

  • 100% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+13%). Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M13 grants2020 13 grants2021 14 grants2022 14 grants2023 14 grants2024 Total only2025

From 2020 to 2025, annual grant giving ranged from $1.3M (2020) to $1.8M (2025). In 2025 it reported $1.8M in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Boys and Girls Club of Bartlesville —$186,285
Building Bridges of Oklahoma —$160,000
Family Healthcare Clinic —$142,000
Samaritan Counseling & Growth Ctr —$135,000
Catholic Charitiesmary Martha Outr —$130,000
Elder Care —$120,000
Cherokee Area Council Boy Scouts —$112,190
Richard Kane YMCA —$110,000
Agape Mission —$95,000
Salvation Army —$90,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$4,606,508$2,632,479$2,449,797$1,794,869Total only$192,361
2024$4,419,112$2,371,096$2,476,357$1,483,97514$79,257
2023$4,296,120$2,337,915$2,318,158$1,433,63614$54,079
2022$4,480,313$2,536,186$2,490,743$1,441,63614$34,368
2021$4,110,133$1,011,447$118,711$1,313,73613—
2020$3,185,395$2,166,169$2,567,303$1,313,73613—

"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The organization’s stated mission is to lead efforts to improve the health, education, and financial stability of every person in its communities. Its website describes priorities that include helping children learn and build skills, supporting families’ financial stability and immediate needs, and addressing physical and mental health.

Community Investment funding supports programs in these areas and is available to existing Partner Agencies and nonprofit organizations providing services and resources to children ages 0–4. The RISE Grant supports one-time programs or projects addressing community needs in health, education, or financial stability. The RISE application must be for a new project or an addition to or expansion of an existing one.

Grantmaking

IRS filing data reports 14 grants totaling $1,483,975 in 2024 and 14 grants totaling $1,433,636 in 2023. Those totals correspond to average grants of approximately $106,000 in 2024 and $102,400 in 2023; individual award amounts are not provided. The 2025 filing lists a grant count of zero.

Community Investment awards provide one calendar year of funding, with amounts based on funds available through the investment process and satisfactory program performance. Community volunteers review applications through allocation panels; Community Investment Committee leadership and lead panel chairs make funding recommendations. The 2025 application cycle is closed.

RISE awards are up to $7,500 for a program or project and are contingent on board approval each year. Applications are evaluated for feasibility, significance, and alignment with the organization’s mission. Applicants must be current 501(c)(3) organizations operating in the service area and meet the stated governance, audit, tax, licensing, safety, and other eligibility requirements. Political projects, organizations that discriminate, capital improvements or campaigns, construction, and real-estate acquisitions are ineligible. The 2026 RISE Grant is closed.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists the following officers and directors:

  • Chase Allcott — Member
  • Sangeetha Arun — Member
  • Betsy Barnes — Gov/Nominati
  • Jenny Brown — Secretary
  • Lisa Cary — Executive Di
  • Stephen Colaw — Member
  • Pam Crawford — Member
  • Jill Epperson — Member
  • Sara Freeman — Member
  • David Gordon — Member

Bartlesville Regional United Way Inc is led by Dianne Martinez, President since 2024 (on filings since 2020); none of the 24 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Dianne Martinez

    President

    Member → Vice President, 2022

    Vice President → President, 2024

    On filings since 2020

    No compensation reported

  • Earl Sears

    Member

    On filings since 2020

    No compensation reported

  • George Halkaides

    Treasurer

    On filings since 2020

    No compensation reported

  • Heather Robinson

    Member

    On filings since 2020

    No compensation reported

  • Jenny Brown

    Secretary

    Secretary → Board Vice P, 2023

    Board Vice P → Secretary, 2024

    On filings since 2020

    No compensation reported

  • Kaleb Potter

    Past President

    Vice President → President, 2022

    President → Past President, 2023

    On filings since 2020

    No compensation reported

  • Karen Leinen

    Vice President

    Member → Board President, 2023

    Board President → Vice President, 2024

    On filings since 2020

    No compensation reported

  • Kathy Waddell

    Assistant Tr

    Member → Assistant Treasurer, 2022

    Assistant Treasurer → Assistant Tr, 2024

    On filings since 2020

    No compensation reported

  • Lisa Cary

    Executive Di

    Executive Director → President An, 2023

    President An → Executive Di, 2024

    On filings since 2020

    No compensation reported

  • Pam Crawford

    Member

    On filings since 2020

    No compensation reported

  • Sara Freeman

    Member

    Past President → Member, 2022

    On filings since 2020

    No compensation reported

  • Stephen O Colaw

    Member

    Assistant Treasurer → Member, 2023

    On filings since 2020

    No compensation reported

  • David Gordon

    Member

    On filings since 2021

    No compensation reported

  • Annie Saltsman

    Member

    On filings since 2022

    No compensation reported

  • Chase Allcott

    Member

    On filings since 2022

    No compensation reported

  • David Nickel

    Member

    On filings since 2022

    No compensation reported

  • Jill Epperson

    Member

    Member → Secretary, 2023

    Secretary → Member, 2024

    On filings since 2022

    No compensation reported

  • Robert Reeves

    At Large

    Member → At Large, 2024

    On filings since 2022

    No compensation reported

  • Tosha Wyatt

    Member

    On filings since 2022

    No compensation reported

  • Loren Roszel

    Cic Oversigh

    Member → Cic Oversigh, 2024

    On filings since 2023

    No compensation reported

  • Mark Jensen

    Member

    On filings since 2023

    No compensation reported

  • Sangeetha Arun

    Member

    Assistant Tr → Member, 2024

    On filings since 2023

    No compensation reported

  • Victor Paul

    Member

    On filings since 2023

    No compensation reported

  • Betsy Barnes

    Governor & Nominati

    On filings since 2024

    No compensation reported

Former officers (16)
  • Former: David Austin (2020–2023) — Member
  • Former: Janet Hardy (2023) — Member
  • Former: Jennifer Butler (2023) — Member
  • Former: Joni Hall (2023) — Vice President
  • Former: Ladonna Chancellor (2023) — Member
  • Former: Tracy Roles (2023) — Member
  • Former: John Ford (2020–2022) — Member
  • Former: Mike Bailey (2020–2022) — Member
  • Former: Thad Friedman (2020–2022) — Past President
  • Former: Bill Beierschmitt (2020–2021) — Past President
  • Former: David Lewis (2020–2021) — At Large
  • Former: Judge Kyra Franks (2020–2021) — Member
  • Former: Lindel Fields (2020–2021) — Member
  • Former: Rick Loyd (2020–2021) — Immediate Past President
  • Former: Sandra Kent (2020–2021) — Member
  • Former: Mike Cromwell (2020) — Member

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Bartlesville Regional United Way Inc

How much does Bartlesville Regional United Way Inc give each year?

Bartlesville Regional United Way Inc reported $1.8M in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it gave $1.5M across 14 grants.

How large is Bartlesville Regional United Way Inc?

Bartlesville Regional United Way Inc reported $4.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.6M.

What does Bartlesville Regional United Way Inc fund?

The organization’s stated mission is to lead efforts to improve the health, education, and financial stability of every person in its communities. See mission & focus areas ↑

How do I apply for a grant from Bartlesville Regional United Way Inc?

Bartlesville Regional United Way Inc has no public application process in the sources Grantable reviewed. Check bartlesvilleuw.org for current guidelines, or contact the foundation directly before submitting a request.

Where does Bartlesville Regional United Way Inc make grants?

The RISE Grant’s stated service area is Osage, Nowata, and Washington Counties in Oklahoma. The website also identifies those counties as the area served by its community investment work.

What is Bartlesville Regional United Way Inc's EIN?

Bartlesville Regional United Way Inc's EIN (Employer Identification Number) is 23-7041295. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2025 (received by the IRS September 17, 2025)
  2. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Bartlesville Regional United Way Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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