Nonprofit · EIN 73-0521535
FAMILY YMCA OF BARTLESVILLE ASSOCIATION
Tax-exempt · BARTLESVILLE, OK 74003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,272,342 | $2,156,314 | $116,028 | $1,167,890 | $117,420 | $1,050,470 |
| December 31, 2024 | 990 | $2,247,275 | $2,169,845 | $77,430 | $1,041,336 | $120,471 | $920,865 |
| December 31, 2023 | 990 | $1,888,812 | $1,964,557 | -$75,745 | $893,473 | $53,155 | $840,318 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $420,889
- of which government grants
- $148,477
- Program service revenue
- $1,814,147
- Investment income
- $7,886
- Net gain from sales of assets
- $3,860
- Net income from sales of inventory
- $29,420
- Other revenue
- $29,420
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $145,668
- Other salaries and wages
- $936,979
- Salaries, compensation and benefits (total)
- $1,285,657
- Professional fundraising fees
- $0
- Accounting fees
- $30,212
- Occupancy
- $266,647
- Travel
- $19,094
- Depreciation
- $69,917
- Program services (functional)
- $2,063,540
- Management and general (functional)
- $89,726
- Fundraising (functional)
- $3,048
Balance sheet and other
- Total assets, start of year
- $1,041,336
- Total assets, end of year
- $1,167,890
- Total liabilities, end of year
- $117,420
- Net assets, end of year
- $1,050,470
- Land, buildings and equipment
- $531,889
- Publicly traded securities
- $139,364
- Net assets without donor restrictions
- $843,186
- Net assets with donor restrictions
- $207,284
- Gross receipts
- $2,295,168
- Employees
- 211
- Volunteers
- 175
- Year formed
- 1914
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT PHILLIPS | CEO Officer | 40 | $130,768 | $14,901 |
| KIMBERLY DOENGES | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| AARON BELDNER | VP Trustee or director, Officer | 0.5 | $0 | $0 |
| HEATHER ROBINSON | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| TOSHA WYATT | SECRETARY Trustee or director | 0.5 | $0 | $0 |
| CHRIS JONES | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DAN KELEHER | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARK KANE | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN GORMAN | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| LADONNA CHANCELLOR | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NATHAN BARHAM | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BOB POMEROY | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JAY DYER | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JARED SIGLER | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT PHILLIPS | CEO Officer | 40 | $116,850 | $22,429 |
| NATHAN BARHAM | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BOB POMEROY | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| HEATHER ROBISON | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| AARON BELDNER | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHRIS JONES | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DAN KELEHER | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARK KANE | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JARED SIGLER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| KIMBERLY DOENGES | PRESIDENT ELECT Trustee or director, Officer | 0.5 | $0 | $0 |
| LADONNA CHANCELLOR | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TOSHA WYATT | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN GORMAN | PRESIDENT OF THE BOARD Trustee or director, Officer | 0.5 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT PHILLIPS | CEO Officer | 40 | $99,186 | $28,725 |
| NATHAN BARHAM | PRESIDENT OF THE BOARD Trustee or director | 0.5 | $0 | $0 |
| BOB POMEROY | VICE PRESIDENT Trustee or director | 0.5 | $0 | $0 |
| HEATHER ROBISON | TREASURER Trustee or director | 0.5 | $0 | $0 |
| KATHERINE POWELL | SECRETARY Trustee or director | 0.5 | $0 | $0 |
| JEFF HAMILTON | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHRIS JONES | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DAN KELEHER | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KUMAR KRISHNAN | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARK KANE | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JARED SIGLER | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KIMBERLY DOENGES | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| LADONNA CHANCELLOR | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TOSHA WYATT | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN GORMAN | BOARD DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 101 N OSAGE AVE, BARTLESVILLE, OK 74003-2723
- Principal officer (990 for 2025)
- ROBERT PHILLIPS, 101 N OSAGE AVE, BARTLESVILLE, OK 740032723
- Signed the 990
- ROBERT PHILLIPS, CEO
- Phone
- (918) 336-0713
- Return prepared by
- MORSE & CO PLLC
Mission
SEE SCHEDULE O
Program accomplishments
- OUT OF SCHOOL TIME DAY CAMP AND CHILDCAREExpenses $779,062 · revenue $541,745
- YMCA AQUATICSExpenses $748,963 · revenue $413,344
- YMCA MEMBERSHIP AND HEALTH ENHANCEMENTExpenses $486,135 · revenue $825,212
- YMCA SPORTS AND RECREATIONExpenses $49,380 · revenue $33,846
- YOUTH DEVELOPMENTOUR YMCA IS COMMITTED TO EMPOWERING YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL. THAT'S WHY WE HELP YOUNG PEOPLE CULTIVATE THE VALUES, SKILLS AND RELATIONSHIPS THAT LEAD TO POSITIVE BEHAVIORS, BETTER HEALTH AND EDUCATIONAL ACHIEVEMENT. OUR YMCA PROGRAMS, SUCH AS ELEMENTARY AGED BEFORE/AFTER SCHOOL CARE, YOUTH SUMMER DAY CARE, YOUTH SWIM LESSONS, AND YOUTH BASKETBALL OFFER A RANGE OF EXPERIENCES THAT ENRICH COGNITIVE, SOCIAL, PHYSICAL, AND EMOTIONAL GROWTH. EXPENSES INCLUDE SUBSIDIES AND DIRECT FINANCIAL ASSISTANCE THAT MAKE PARTICIPATION POSSIBLE FOR 35 PERCENT OF THE YOUNG PEOPLE WE ENGAGE.
- HEALTHY LIVINGTHE Y IS COMMITTED TO IMPROVING INDIVIDUAL AND COMMUNITY WELL-BEING. WEBRING FAMILIES AND COMMUNITIES CLOSER TOGETHER, ENCOURAGE GOOD HEALTH AND FOSTER CONNECTIONS THROUGH FITNESS, SPORTS, FUN AND SHARED INTERESTS. AS A RESULT, SENIORS, YOUTH, AND FAMILIES IN OUR COMMUNITY ARE RECEIVING THE SUPPORT, GUIDANCE AND RESOURCES THEY NEED TO ACHIEVE GREATER HEALTH IN SPIRIT, MIND AND BODY. THIS IS PARTICULARLY IMPORTANTAS OUR NATION STRUGGLES WITH AN OBESITY CRISIS, FAMILIES STRUGGLE WITH WORK/LIFE BALANCE, AND INDIVIDUALS SEARCH FOR PERSONAL FULFILLMENT. OUR PROGRAMS ARE ACCESSIBLE, AFFORDABLE, AND OPEN TO ALL FAITHS, BACKGROUNDS, ABILITIES, AND INCOME LEVELS. IN 2025, WE PROVIDED$110,628 IN DIRECT FINANCIAL ASSISTANCE TO PEOPLE WHO OTHERWISE MAY NOT HAVE BEEN ABLE TO AFFORD TO PARTICIPATE IN YMCA MEMBERSHIP AND YMCA PROGRAMS.
- SOCIAL RESPONSIBILITYYMCA BELIEVES IN GIVING BACK AND SUPPORTING OUR NEIGHBORS. WE HAVE BEEN LISTENING AND RESPONDING TO OUR COMMUNITY'S MOST CRITICAL SOCIAL NEEDS FOR OVER 100 YEARS. Y PROGRAMS, SUCH AS SAFETY AROUND WATER IS AN EXAMPLE OF HOW WE DELIVER TRAINING, RESOURCES, AND SUPPORT THAT EMPOWER OUR NEIGHBORS TO EFFECT CHANGE, BRIDGE GAPS, AND OVERCOME OBSTACLES. IN2025, WE ENGAGED 6,700 YMCA MEMBERS, PARTICIPANTS AND VOLUNTEERS IN ACTIVITIES THAT STRENGTHEN OUR COMMUNITY AND PAVE THE WAY FOR FUTURE GENERATIONS TO THRIVE.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 73-0521535
- 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
- 1939
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P27Z)
- Assets (IRS master file)
- $1,167,890
- Income (IRS master file)
- $2,295,168
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,272,342 | $2,156,314 | $1,167,890 | XML |
| 990 | December 2024 | $2,247,275 | $2,169,845 | $1,041,336 | XML |
| 990 | December 2023 | $1,888,812 | $1,964,557 | $893,473 | XML |
| 990 | December 2022 | $2,100,175 | $2,063,906 | $976,213 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 73-0521535).
Questions about FAMILY YMCA OF BARTLESVILLE ASSOCIATION
- What is the EIN of FAMILY YMCA OF BARTLESVILLE ASSOCIATION?
- The employer identification number (EIN) of FAMILY YMCA OF BARTLESVILLE ASSOCIATION is 73-0521535.
- Is FAMILY YMCA OF BARTLESVILLE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
- Are donations to FAMILY YMCA OF BARTLESVILLE ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FAMILY YMCA OF BARTLESVILLE ASSOCIATION 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 FAMILY YMCA OF BARTLESVILLE ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FAMILY YMCA OF BARTLESVILLE ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FAMILY YMCA OF BARTLESVILLE ASSOCIATION?
- The 990 for the year ended December 31, 2025 names ROBERT PHILLIPS.
- Who are the officers and directors of FAMILY YMCA OF BARTLESVILLE ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $130,768 (ROBERT PHILLIPS, CEO).
- How much revenue does FAMILY YMCA OF BARTLESVILLE ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,272,342, expenses of $2,156,314 and total assets of $1,167,890 at year end.
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