Civic Intelligence

Oklahoma County Bar Association

990 • Fiscal year 2020 • EIN 73-0732668

Sep 01, 2019 to Aug 31, 2020 • Filed on Oct 25, 2021

Organization Profilewww.okcbar.org

View Organization Page

119 N RobinsonOklahoma City, OK 73102

(405) 236-8421

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.01x

Higher debt load relative to assets than 53% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.01x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

29th percentile

-11%

Higher net margin than 29% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$83,882

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$488,367

No earlier filing loaded for comparison.

Net Assets

$483,997

No earlier filing loaded for comparison.

Liabilities

$4,370

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin29th percentile

Revenue

$398,638

No earlier filing loaded for comparison.

Expenses

$442,766

No earlier filing loaded for comparison.

Net Income

-$44,128

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2020: $488,367Liabilities 2020: $4,370Net Assets 2020: $483,9972020Assets 2021: $518,305Liabilities 2021: $8,935Net Assets 2021: $509,3702021Assets 2022: $490,746Liabilities 2022: $6,955Net Assets 2022: $483,7912022Assets 2023: $465,531Liabilities 2023: $5,115Net Assets 2023: $460,4162023Assets 2024: $452,688Liabilities 2024: $3,932Net Assets 2024: $448,7562024

Highlighted filing

2020

Assets$488,367
Liabilities$4,370
Net Assets$483,997
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2020: $398,638Expenses 2020: $442,766Net Income 2020: -$44,1282020Revenue 2021: $466,383Expenses 2021: $441,010Net Income 2021: $25,3732021Revenue 2022: $472,884Expenses 2022: $498,463Net Income 2022: -$25,5792022Revenue 2023: $489,740Expenses 2023: $513,115Net Income 2023: -$23,3752023Revenue 2024: $523,977Expenses 2024: $535,637Net Income 2024: -$11,6602024

Highlighted filing

2020

Revenue$398,638
Expenses$442,766
Net Income-$44,128
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Oct 25, 2021
Return Version
2019v5.0
Gross Receipts
$398,638
Mission and Program Overview

Mission

Provide over 2,400 member attorneys with services to improve the administration of justice, while serving the professional community interests of its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$528,125$483,997▼ $44,128
Savings and Temporary Cash Investments$527,754$481,128▼ $46,626
Land, Buildings, and Equipment, Net$8,351$7,179▼ $1,172
Cash and Non-Interest-Bearing Accounts$60$60→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$536,165$488,367▼ $47,798
Other Assets Total-$0-
Liabilities
Other Liabilities$8,040$4,370▼ $3,670
Total Liabilities$8,040$4,370▼ $3,670
Net Assets / Fund Balance
Total Net Assets Fund Balance$528,125$483,997▼ $44,128
Total Liabilities and Net Assets / Fund Balance$536,165$488,367▼ $47,798

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,179$190,226$197,405
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra S GordenExec DirectorFT$68,272$15,610$83,882

Board Members and Trustees

NameTitle
Judge Sheila StinsonPast President
Michael W BrewerPresident
Judge Don AndrewsPresident-Elect
SHANDA McKENNEYVice President
Chris DeasonDirector
Cody J CooperDirector
Daniel G Webber JrDirector
Hailey HopperDirector
Jeff CurranDirector
Judge Ken StonerDirector
Judge Trevor PembertonDirector
Kelli StumpDirector
Lauren Barghols HannaDirector
Lorenzo BanksDirector
Miguel GarciaDirector
Monica YbarraDirector
Peter L ScimecaDirector
Rachel S MorrisDirector
Stanley L EvansDirector
Susan Carns CurtissDirector
Traci D MullinsDirector
Travis WeednDirector
Coree StevensonGeneral Counsel
Amber MartinMember
Camal PenningtonMember
David MckenzieMember
Gary W WoodMember
Laura PaulkMember
Laurie JonesMember
Stephen CortesMember
Will HochMember
Robert D NelonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$394,254
Investment Income
$4,384
Other Revenue
$0
Change in Net Assets
$-44,128
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$290,443
Salaries, Compensation, and Employee Benefits$152,323
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$83,882
All Other Expenses---$65,740
Other Salaries and Wages---$49,368
Occupancy---$41,012
Other Expenses---$12,134
Other Employee Benefits---$10,212
Travel---$9,871
Payroll Taxes---$8,861
Office Expenses---$6,960
Depreciation Depletion---$4,747
Insurance---$4,199
Fees for Services Accounting---$1,475
Total Functional Expenses$0$0$0$442,766
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$4,370
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
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, Line 6: Explanation of Classes of Members or Shareholder

“The OCBA has over 2,400 active members.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is reviewed by the Executive Director before signing and filing.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation for the Executive Director is reviewed annually by the Executive Committee, with any recommendations taken to the Board of Directors for approval.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Not applicable.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Any documents required to be available to the public are available upon request to the Oklahoma County Bar Association office.”

Filing and Contact Details

Filer

Filer Name
Oklahoma County Bar Association
EIN
73-0732668
Phone
4052368421
Address
119 N ROBINSON, OKLAHOMA CITY, OK 73102

Signing Officer

Name
Debra S Gorden
Title
Exec Director
Signed
2021-10-25
Discuss with paid preparer
Yes

Organization Details

Formed
1902
Legal Domicile
Ok
Voting Board Members
33
Independent Board Members
33
Employees
3

Preparer

Firm
Cole & Company CPAs PC
Address
2925 NW 156th St, Edmond, OK 73013
Preparer
R Brett Cole
Phone
4054184444
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: proximity program: coordinate with sheriff's office to provide streamlined courthouse access procedures to support practicing attorneys.”

Form 990, Part IX, Line 24E: Other Expenses

“: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“AWARDS & GIFTS: Column (A) - Total = $721; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CLE SEMINARS: Column (A) - Total = $1220; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CONFERENCES & MEETINGS: Column (A) - Total = $10802; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CONTRIBUTIONS: Column (A) - Total = $9482; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CREDIT CARD EXPENSE: Column (A) - Total = $3327; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“EQUIPMENT EXPENSE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“GENERAL MISC. EXPENSES: Column (A) - Total = $1206; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“IT EXPENSE: Column (A) - Total = $9716; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MAINTENANCE EXPENSE: Column (A) - Total = $525; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“NEWSPAPER COLUMN - BRIEFCASE: Column (A) - Total = $9425; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PARKING: Column (A) - Total = $5325; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $8174; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PROFESSIONAL DUES: Column (A) - Total = $210; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SKI SEMINAR EXPENSE: Column (A) - Total = $4204; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TELEPHONE EXPENSE: Column (A) - Total = $1403; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 633 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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$488,367
Liabilities
$4,370
Net assets
$483,997
Revenue
$398,638
Expenses
$442,766
Net income
-$44,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.53$0.04$4.49$5.24$5.36$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.66$0.05$4.60$4.90$5.13$0.23
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.07$4.84$4.73$4.98$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.18$0.09$5.09$4.66$4.41$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.88$0.04$4.84$3.99$4.43$0.44