Civic Intelligence

Oklahoma Bar Foundation Inc.

990 • Fiscal year 2019 • EIN 73-0710244

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization ProfileWWW.OKBARFOUNDATION.ORG/OBF
1901 North Lincoln BoulevardOklahoma City, OK 73105-4901

(405) 416-7070

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$177,610

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

57%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$17,341,969

Up $2,072,347 (+14%) from 2018

Net Assets

Up

$17,303,670

Up $2,328,102 (+16%) from 2018

Liabilities

Down

$38,299

Down $255,755 (-87%) from 2018

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin84th percentile

Revenue

Up

$2,984,754

Up $1,089,551 (+57%) from 2018

Expenses

Up

$2,084,238

Up $905,450 (+77%) from 2018

Net Income

Up

$900,516

Up $184,101 (+26%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $9,604,538Liabilities 2010: $888,419Net Assets 2010: $8,716,1192010Assets 2011: $9,198,999Liabilities 2011: $787,574Net Assets 2011: $8,411,4252011Assets 2012: $9,718,715Liabilities 2012: $593,197Net Assets 2012: $9,125,5182012Assets 2013: $11,033,843Liabilities 2013: $604,040Net Assets 2013: $10,429,8032013Assets 2014: $11,359,100Liabilities 2014: $633,849Net Assets 2014: $10,725,2512014Assets 2015: $10,847,730Liabilities 2015: $488,645Net Assets 2015: $10,359,0852015Assets 2016: $15,662,364Liabilities 2016: $61,860Net Assets 2016: $15,600,5042016Assets 2017: $17,152,703Liabilities 2017: $1,038,078Net Assets 2017: $16,114,6252017Assets 2018: $15,269,622Liabilities 2018: $294,054Net Assets 2018: $14,975,5682018Assets 2019: $17,341,969Liabilities 2019: $38,299Net Assets 2019: $17,303,6702019Assets 2020: $19,358,007Liabilities 2020: $19,997Net Assets 2020: $19,338,0102020Assets 2021: $21,581,682Liabilities 2021: $26,156Net Assets 2021: $21,555,5262021Assets 2022: $17,257,093Liabilities 2022: $29,629Net Assets 2022: $17,227,4642022Assets 2023: $26,417,532Liabilities 2023: $44,986Net Assets 2023: $26,372,5462023Assets 2024: $33,821,010Liabilities 2024: $86,148Net Assets 2024: $33,734,8622024

Highlighted filing

2019

Assets$17,341,969
Liabilities$38,299
Net Assets$17,303,670
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $745,4432010Expenses 2011: $874,6522011Expenses 2012: $778,2532012Revenue 2013: $1,253,314Expenses 2013: $783,493Net Income 2013: $469,8212013Revenue 2014: $2,596,989Expenses 2014: $827,311Net Income 2014: $1,769,6782014Revenue 2015: $1,045,930Expenses 2015: $842,941Net Income 2015: $202,9892015Revenue 2016: $5,832,618Expenses 2016: $1,156,523Net Income 2016: $4,676,0952016Revenue 2017: $1,587,967Expenses 2017: $2,602,912Net Income 2017: -$1,014,9452017Revenue 2018: $1,895,203Expenses 2018: $1,178,788Net Income 2018: $716,4152018Revenue 2019: $2,984,754Expenses 2019: $2,084,238Net Income 2019: $900,5162019Revenue 2020: $2,230,039Expenses 2020: $1,921,287Net Income 2020: $308,7522020Revenue 2021: $5,090,024Expenses 2021: $1,781,336Net Income 2021: $3,308,6882021Revenue 2022: $1,477,283Expenses 2022: $1,844,293Net Income 2022: -$367,0102022Revenue 2023: $9,122,623Expenses 2023: $2,585,219Net Income 2023: $6,537,4042023Revenue 2024: $9,091,670Expenses 2024: $4,112,722Net Income 2024: $4,978,9482024

Highlighted filing

2019

Revenue$2,984,754
Expenses$2,084,238
Net Income$900,516
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.1
Gross Receipts
$20,681,299
Mission and Program Overview

Mission

The oklahoma bar foundation provides annual funding through grants to promote the advancement of justice, to provide critical civil legal services to those in need, and to increase public awareness and understanding of the american legal system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,688,643$15,995,443▲ $1,306,800
Savings and Temporary Cash Investments$447,587$1,218,566▲ $770,979
Cash and Non-Interest-Bearing Accounts$71,394$80,351▲ $8,957
Accounts Receivable$34,031$20,096▼ $13,935
Land, Buildings, and Equipment, Net$13,625$13,625→ $0
Total Assets$15,269,622$17,341,969▲ $2,072,347
Other Assets Total$14,342$13,888▼ $454
Liabilities
Grants Payable$281,250$37,866▼ $243,384
Accounts Payable and Accrued Expenses$12,804$433▼ $12,371
Total Liabilities$294,054$38,299▼ $255,755
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,153,149$9,092,962▲ $1,939,813
Net Assets With Donor Restrictions$7,822,419$8,210,708▲ $388,289
Total Net Assets Fund Balance$14,975,568$17,303,670▲ $2,328,102
Total Liabilities and Net Assets / Fund Balance$15,269,622$17,341,969▲ $2,072,347

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,625$118,646$132,271

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,633,704-▲ $564,393$67,040$3,131,057
2018$2,865,857-▼ $163,793$68,360$2,633,704
2017$2,558,044-▲ $387,528$79,715$2,865,857
2016$4,431,141-▲ $274,119$197,327$2,558,044
2015$4,418,870$207,611▼ $29,096$166,244$4,431,141
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Renee DemossExecutive DirectorFT$141,585$36,577$178,162

Board Members and Trustees

NameTitle
Alan SouterPast President
Jennifer M CastilloPresident
PATRICK O'HARA JRPresident Elect
Jeff Trevillion JrVice President
Allen L HustonTrustee
Amber Peckio GarrettTrustee
Andrew ShankTrustee
Benjamin RussTrustee
Bret a SmithTrustee
Deanna Hartley-kelsoTrustee
Gary W FaraboughTrustee
Jack MccartyTrustee
Jim DowellTrustee
Leanne McgillTrustee
M Courtney BriggsTrustee
Micheal Torrone JrTrustee
Nathan RichterTrustee
O Chris Meyers IiTrustee
Paul KluverTrustee
Susan ShieldsTrustee
Terry Mason MooreTrustee
Tiece DempseyTrustee
Tom Vincent IiTrustee
Wayne BillingsTrustee
Martha T CordellSecretary
Valerie CouchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,284,705
Program Service Revenue
$0
Investment Income
$1,700,049
Other Revenue
$0
All Other Contributions
$1,177,280
Change in Net Assets
$900,516

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,936,782
Revenue Not Reported on Financial Statements
$47,972
Revenue Not Reported on Form 990
$1,427,586
Total Revenue per Audited Statements
$4,364,368
Total Revenue per Form 990
$2,984,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,462,829
Salaries, Compensation, and Employee Benefits$405,349
Other Expenses$216,060
Total Fundraising Expense$98,325
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,418,097--$1,418,097
Current Officers, Directors, Trustees, and Key Employees$41,780$96,439$39,391$177,610
Other Salaries and Wages$38,241$88,269$36,053$162,563
Fees for Service Investment Mgmnt Fees-$47,972-$47,972
Grants to Domestic Individuals$44,732--$44,732
Fees for Services Accounting-$30,600-$30,600
Information Technology$293$27,588$500$28,381
Office Expenses$11,034$10,775$1,509$23,318
Pension Plan Contributions$5,284$12,195$4,981$22,460
Other Employee Benefits$5,139$11,863$4,845$21,847
Payroll Taxes$4,909$11,331$4,629$20,869
Conferences and Meetings-$18,709$1,000$19,709
Advertising$5,620$13,736-$19,356
All Other Expenses-$10,723$350$11,073
Insurance$171$6,878$161$7,210
Travel-$5,544-$5,544
Other Expenses$2,742$652$31$3,425
Fees for Services Other-$2,085-$2,085
Total Functional Expenses$1,578,042$407,871$98,325$2,084,238

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,084,238
Expenses per Audited Statements$2,036,266
Total Expenses per Audited Statements$2,036,266
Expenses Not Reported on Financial Statements$47,972
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Legal Aid Services of Oklahoma IncOklahoma City, OK509(a)Civil Legal Services$105,000
Ocu School of LawOklahoma City, OK509(a)American Indian Wills Clinic/help Program$70,000
District Court of Mayes CountyPryor, OK115(a)General Operations$69,057
Oklahoma Lawyers for ChildrenOklahoma City, OK501(c)(3)Legal Services for Abused & Neglected Children$54,000
Oba-yldOklahoma City, OK501(c)(3)Oklahoma High School Mock Trial Program$50,000
Teen Court IncLawton, OK501(c)(3)Delinquency Prevention for First Offenders$50,000
Safe CenterDuncan, OK501(c)(3)General Operations$45,000
South Tulsa Community HouseTulsa, OK501(c)(3)General Operations$45,000
Tulsa County Public DefenderTulsa, OK115(a)General Operations$44,000
Trinity Legal Clinic of Oklahoma IncEdmond, OK501(c)(3)Civil & Criminal Legal Services for Low Income$43,000
District Court of Tillman CountyFrederick, OK115(a)General Operations$41,745
Tulsa Lawyers for ChildrenTulsa, OK501(c)(3)Legal Services for Abused & Neglected Children$40,000
Oklahoma Guardian Ad Litem InstituteEdmond, OK501(c)(3)Family Court Gal Services$35,000
Ywca OkcOklahoma City, OK501(c)(3)General Operations$31,000
Catholic Charities of Eastern OklahomaTulsa, OK509(a)General Operations$25,000
Catholic Charities of OkcOklahoma City, OK509(a)General Operations$25,000
District Court of Wagoner CountyWagoner, OK115(a)General Operations$21,112
Community Action AgencyOklahoma City, OK501(c)(3)General Operations$20,000
The Spero Project IncOklahoma City, OK501(c)(3)The Common$20,000
Canadian County CasaEl Reno, OK501(c)(3)Court Advocates$15,000
Casa of Western OklahomaWeatherford, OK501(c)(3)General Operations$15,000
Center for Children & Families IncNorman, OK501(c)(3)Divorce & Co-parenting Services$15,000
Marie Detty Youth & Family ServicesLawton, OK509(a)New Directions Shelter$15,000
Tu College of LawTulsa, OK501(c)(3)IMMIGRANTS' RIGHTS PROJECT$15,000
Ywca TulsaTulsa, OK501(c)(3)Immigration Legal Services$15,000
District Court of Seminole CountyWewoka, OK115(a)General Operations$13,492
Oklahoma Access to Justice FoundationOklahoma City, OK501(c)(3)Legal Assistance Resource Center$12,500
The Care CenterOklahoma City, OK501(c)(3)General Operations$10,000
Youth Services of Tulsa IncBoise City, OK501(c)(3)Youth Court Program$10,000
District Court of Love CountyMarietta, OK115(a)General Operations$9,494
Community Crisis Center IncMiami, OK501(c)(3)Court Advocate$8,770
District Court of Atoka CountyAtoka, OK115(a)General Operations$8,155
Dvis IncTulsa, OK501(c)(3)Dvis Legal Program$8,000
District Court of Pittsburg CountyMcalester, OK115(a)General Operatoins$7,200
District Court of Coal CountyCoalgate, OK115(a)General Operations$6,996
District Court of Hughes CountyHoldenville, OK115(a)General Operations$6,746
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“All members in good standing of the oklahoma bar association are considered to be members of the oklahoma bar foundation.”

Form 990, Part VI, Section A, Line 7A

“Any group of twenty-five or more members of the obf's fellows program may timely nominate a foundation member to the board of trustees. The oklahoma bar association president appoints 1 member of the obf board to a 1 year term. The oba president-elect, selected by the oba membership, is appointed as a member of the obf board for a one year term. The young lawyers division appoints one of their members to serve on the obf board for a one year term.”

Form 990, Part VI, Section B, Line 11B

“The form 990 and the audit report are both reviewed by the members of the audit committee and the members of the executive committee. The audit committee and/or the executive committee approved the form 990, and an obf officer signs it. The audit report is presented to the entire board of trustees for approval.”

Form 990, Part VI, Section B, Line 12C

“Annual disclosure statements are provided with instructions to update information with any changes. In accordance with the conflict of interest policy and disclosure statements, member must recuse from grant votes as required.”

Form 990, Part VI, Section B, Line 15

“The oklahoma bar foundation utilizes compensation data compiled by two different groups with the american bar association; the national conference of bar foundations and the national association of iolta programs. The oklahoma bar foundation also utilizes compensation package information compiled through the oklahoma center for nonprofits. All of those organizations compile similar nonprofit data on similar positions performing the same types of charitable work.”

Form 990, Part VI, Section C, Line 19

“The organization makes all governing documents, its conflict of interest policy and its financial statements available to the public upon request. Additionally, these documents may be accessed through mailings and annual report brochures.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Bar Foundation
EIN
73-0710244
Phone
4054167070
Address
1901 NORTH LINCOLN BOULEVARD, OKLAHOMA CITY, OK 73105-4901

Signing Officer

Name
Jennifer Castillo
Title
President
Phone
4054167070
Signed
2020-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Castillo
Formed
1949
Legal Domicile
Ok
Voting Board Members
26
Independent Board Members
26
Employees
4
Volunteers
26

Preparer

Firm
Hogantaylor Llp
Address
1225 N BROADWAY AVENUE SUITE 200, OKLAHOMA CITY, OK 73103
Preparer
W Lyndel Lackey
Phone
4058482020
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Under obf's endowment distribution policy, the amount available for appropriation each year is 5% of the average of the preceding three years' market value of the endowment at december 31. This policy is expected to allow for real growth in addition to building the endowments through new gifts and return on investment.”

Raw XML AppendixShowing 400 of 1,006 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2632275
IRS990/Form990PartVIISectionAGrp/PersonNm0JENNIFER M CASTILLO
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK O'HARA JR
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF TREVILLION JR
IRS990/Form990PartVIISectionAGrp/PersonNm3ALAN SOUTER
IRS990/Form990PartVIISectionAGrp/PersonNm4MARTHA T CORDELL
IRS990/Form990PartVIISectionAGrp/PersonNm5VALERIE COUCH
IRS990/Form990PartVIISectionAGrp/PersonNm6WAYNE BILLINGS
IRS990/Form990PartVIISectionAGrp/PersonNm7M COURTNEY BRIGGS
IRS990/Form990PartVIISectionAGrp/PersonNm8TIECE DEMPSEY
IRS990/Form990PartVIISectionAGrp/PersonNm9JIM DOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm10GARY W FARABOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm11AMBER PECKIO GARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm12DEANNA HARTLEY-KELSO
IRS990/Form990PartVIISectionAGrp/PersonNm13ALLEN L HUSTON
IRS990/Form990PartVIISectionAGrp/PersonNm14PAUL KLUVER
IRS990/Form990PartVIISectionAGrp/PersonNm15JACK MCCARTY
IRS990/Form990PartVIISectionAGrp/PersonNm16LEANNE MCGILL
IRS990/Form990PartVIISectionAGrp/PersonNm17O CHRIS MEYERS II
IRS990/Form990PartVIISectionAGrp/PersonNm18TERRY MASON MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm19NATHAN RICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm20BENJAMIN RUSS
IRS990/Form990PartVIISectionAGrp/PersonNm21ANDREW SHANK
IRS990/Form990PartVIISectionAGrp/PersonNm22SUSAN SHIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm23BRET A SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHEAL TORRONE JR
IRS990/Form990PartVIISectionAGrp/PersonNm25TOM VINCENT II
IRS990/Form990PartVIISectionAGrp/PersonNm26RENEE DEMOSS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26145335
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01336198
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt0161180
IRS990/GrantsPayableGrp/BOYAmt0281250
IRS990/GrantsPayableGrp/EOYAmt037866
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt044732
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt044732
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01418097
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01418097
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019032743
IRS990/GrossReceiptsAmt020681299
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0500
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt027588
IRS990/InformationTechnologyGrp/ProgramServicesAmt0293
IRS990/InformationTechnologyGrp/TotalAmt028381
IRS990/InsuranceGrp/FundraisingAmt0161
IRS990/InsuranceGrp/ManagementAndGeneralAmt06878
IRS990/InsuranceGrp/ProgramServicesAmt0171
IRS990/InsuranceGrp/TotalAmt07210
IRS990/InvestmentIncomeGrp/ExclusionAmt0363851
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0363851
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014688643
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015995443
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0118646
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013625
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013625
IRS990/LandBldgEquipCostOrOtherBssAmt0132271
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017696545
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0107425
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE OKLAHOMA BAR FOUNDATION PROVIDES ANNUAL FUNDING THROUGH GRANTS TO PROMOTE THE ADVANCEMENT OF JUSTICE, TO PROVIDE CRITICAL CIVIL LEGAL SERVICES TO THOSE IN NEED, AND TO INCREASE PUBLIC AWARENESS AND UNDERSTANDING OF THE AMERICAN LEGAL SYSTEM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014975568
IRS990/NetAssetsOrFundBalancesEOYAmt017303670
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01336198
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01336198
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01427586
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07153149
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09092962
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01509
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010775
IRS990/OfficeExpensesGrp/ProgramServicesAmt011034
IRS990/OfficeExpensesGrp/TotalAmt023318
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014342
IRS990/OtherAssetsTotalGrp/EOYAmt013888
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04845
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011863
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05139
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021847
IRS990/OtherExpensesGrp/Desc0EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2EMPLOYEE HIRING AND TRA
IRS990/OtherExpensesGrp/Desc3DEVELOPMENT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt04875
IRS990/OtherExpensesGrp/FundraisingAmt131
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03475
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14558
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24479
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3652
IRS990/OtherExpensesGrp/ProgramServicesAmt02742
IRS990/OtherExpensesGrp/TotalAmt08350
IRS990/OtherExpensesGrp/TotalAmt14558
IRS990/OtherExpensesGrp/TotalAmt24479
IRS990/OtherExpensesGrp/TotalAmt33425
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt036053
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt088269
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt038241
IRS990/OtherSalariesAndWagesGrp/TotalAmt0162563
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04629
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011331
IRS990/PayrollTaxesGrp/ProgramServicesAmt04909
IRS990/PayrollTaxesGrp/TotalAmt020869
IRS990/PensionPlanContributionsGrp/FundraisingAmt04981
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012195
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05284
IRS990/PensionPlanContributionsGrp/TotalAmt022460
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER CASTILLO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0OBF LEGAL SERVICES GRANTSTHE OBF PROVIDES ANNUAL GRANT FUNDS TO NON-PROFIT ORGANIZATIONS IN OKLAHOMA THAT FURNISH CIVIL LEGAL AID AND ADVOCACY SERVICES TO OKLAHOMANS WHO WOULD OTHERWISE NOT BE ABLE TO AFFORD THESE CRITICAL SERVICES. THIS FUNDING HELPS ENSURE THAT JUSTICE IS POSSIBLE FOR ALL OKLAHOMA CHILDREN, SENIORS, VETERANS, VICTIMS OF DOMESTIC VIOLENCE AND OTHER INDIVIDUALS WHO ARE IN NEED OF SUCH SERVICES. ANNUAL GRANTS ARE ALSO AWARDED TO NON-PROFITS THAT PROVIDE LAW-RELATED EDUCATION PROGRAMS TO OKLAHOMANS, INCLUDING STUDENTS FROM GRADE SCHOOL THROUGH HIGH SCHOOL. IN 2019, THE OBF AWARDED GRANTS TO 26 SEPARATE ORGANIZATIONS TO PROVIDE CIVIL LEGAL AID SERVICES AND LAW RELATED EDUCATION PROGRAMS TO OKLAHOMA CITIZENS. IT IS ESTIMATED THAT SOME 100,000 INDIVIDUALS/FAMILIES RECEIVED LAW-RELATED SERVICES.

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,341,969
Liabilities
$38,299
Net assets
$17,303,670
Revenue
$2,984,754
Expenses
$2,084,238
Net income
$900,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.8$0.09$33.7$9.09$4.11$4.98
2023Detailed filing. Detailed filing data is available for this year.$26.4$0.04$26.4$9.12$2.59$6.54
2022Detailed filing. Detailed filing data is available for this year.$17.3$0.03$17.2$1.48$1.84$0.37
2021Detailed filing. Detailed filing data is available for this year.$21.6$0.03$21.6$5.09$1.78$3.31
2020Detailed filing. Detailed filing data is available for this year.$19.4$0.02$19.3$2.23$1.92$0.31
2019Detailed filing. Detailed filing data is available for this year.$17.3$0.04$17.3$2.98$2.08$0.90
2018Detailed filing. Detailed filing data is available for this year.$15.3$0.29$15.0$1.90$1.18$0.72
2017Detailed filing. Detailed filing data is available for this year.$17.2$1.04$16.1$1.59$2.60$1.01
2016Detailed filing. Detailed filing data is available for this year.$15.7$0.06$15.6$5.83$1.16$4.68
2015Detailed filing. Detailed filing data is available for this year.$10.8$0.49$10.4$1.05$0.84$0.20
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.63$10.7$2.60$0.83$1.77
2013Detailed filing. Detailed filing data is available for this year.$11.0$0.60$10.4$1.25$0.78$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.72$0.59$9.13$0.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.20$0.79$8.41$0.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.60$0.89$8.72$0.75