Civic Intelligence

Oklahoma County Bar Association

990 • Fiscal year 2024 • EIN 73-0732668

Sep 01, 2023 to Aug 31, 2024 • Filed on Nov 25, 2024

Organization Profilewww.okcbar.org

View Organization Page

119 N Robinson 240Oklahoma City, OK 73102

(405) 236-8421

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

30th percentile

-2.2%

Higher net margin than 30% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$76,777

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

29th percentile

-2.8%

Faster asset growth than 29% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

7.0%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$452,688

Down $12,843 (-2.8%) from 2023

Net Assets

Down

$448,756

Down $11,660 (-2.5%) from 2023

Liabilities

Down

$3,932

Down $1,183 (-23%) from 2023

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin30th percentile

Revenue

Up

$523,977

Up $34,237 (+7.0%) from 2023

Expenses

Up

$535,637

Up $22,522 (+4.4%) from 2023

Net Income

Up

-$11,660

Up $11,715 (+50%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

2024

Assets$452,688
Liabilities$3,932
Net Assets$448,756
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

2024

Revenue$523,977
Expenses$535,637
Net Income-$11,660
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Nov 25, 2024
Return Version
2023v5.1
Gross Receipts
$523,977
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$460,416$448,756▼ $11,660
Savings and Temporary Cash Investments$453,420$435,000▼ $18,420
Land, Buildings, and Equipment, Net$12,051$17,628▲ $5,577
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$465,531$452,688▼ $12,843
Other Assets Total-$0-
Liabilities
Other Liabilities$5,115$3,932▼ $1,183
Total Liabilities$5,115$3,932▼ $1,183
Net Assets / Fund Balance
Total Net Assets Fund Balance$460,416$448,756▼ $11,660
Total Liabilities and Net Assets / Fund Balance$465,531$452,688▼ $12,843

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,628$200,942$218,570
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra S GordenExec DirectorFT$72,460$4,317$76,777

Board Members and Trustees

NameTitle
Judge Richard OgdenPresident
Courtney WarmingtonPresident-Elect
Todd BlasdelVice President
Amber MartinDirector
Barbara StonerDirector
Bart J RobeyDirector
Benjamin GrubbDirector
C Russell WoodyDirector
Curtis ThomasDirector
Faye RodgersDirector
Fred LeibrockDirector
Gary W WoodDirector
Holly HeftonDirector
Jeffery D TrevillionDirector
Judge Anthony BonnerDirector
Judge Kathryn SavageDirector
Judge Natalie MaiDirector
Judge Richard KirbyDirector
Kyle W GoodwinDirector
Mariano AcuaDirector
Seth DayDirector
Coree StevensonGeneral Counsel
Barrett FullerMember
Cody GilbertMember
Cullen SweeneyMember
Jennifer PrillimanMember
Joan LopezMember
Joshua BurnsMember
Rachel MorrisMember
Shea BrackenMember
Cody J CooperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$520,435
Investment Income
$3,542
Other Revenue
$0
Change in Net Assets
$-11,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$391,126
Salaries, Compensation, and Employee Benefits$144,511
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$111,876
Current Officers, Directors, Trustees, and Key Employees---$76,777
Other Salaries and Wages---$46,781
Occupancy---$46,767
Other Expenses---$29,437
Travel---$12,613
Other Employee Benefits---$10,995
Office Expenses---$10,049
Payroll Taxes---$9,958
Depreciation Depletion---$3,103
Insurance---$2,617
Fees for Services Accounting---$1,575
Total Functional Expenses$0$0$0$535,637
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$3,932
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, Section A, Line 6

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

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

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

Form 990, Part VI, Section B, Line 15A

“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, Section B, Line 15B

“Not applicable.”

Form 990, Part VI, Section C, Line 19

“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 240, OKLAHOMA CITY, OK 73102

Signing Officer

Name
Debra S Gorden
Title
Exec Director
Signed
2024-11-25
Discuss with paid preparer
Yes

Organization Details

Formed
1902
Legal Domicile
Ok
Voting Board Members
32
Independent Board Members
32
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 4: proximity program: coordinate with sheriff's office to provide streamlined courthouse access procedures to support practicing attorneys.”

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

“AWARDS & GIFTS: Column (A) - Total = $2921; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CLE SEMINARS: Column (A) - Total = $3107; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CONTRIBUTIONS: Column (A) - Total = $10038; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CREDIT CARD EXPENSE: Column (A) - Total = $4520; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“GENERAL MISC. EXPENSES: Column (A) - Total = $15013; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“IT EXPENSE: Column (A) - Total = $14158; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“NEWSPAPER COLUMN - BRIEFCASE: Column (A) - Total = $17667; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PARKING: Column (A) - Total = $5379; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Postage and Shipping: Column (A) - Total = $25491; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SECTIONS & COMMITTEES: Column (A) - Total = $7636; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TELEPHONE EXPENSE: Column (A) - Total = $1739; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“WINTER SEMINAR EXPENSE: Column (A) - Total = $4207; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 631 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

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$452,688
Liabilities
$3,932
Net assets
$448,756
Revenue
$523,977
Expenses
$535,637
Net income
-$11,660
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