Totals
- Total revenue
- $1,477,283
- Total expenses
- $1,844,293
- Contributions and grants received
- $1,096,149
- Grants paid
- $1,234,231
- Program service revenue
- $0
- Investment income
- $428,779
- Other revenue
- -$47,645
- Total assets, end of year
- $17,257,093
- Total liabilities, end of year
- $29,629
- Net assets or fund balances, end of year
- $17,227,464
- Program services expenses (Part IX)
- $1,373,239
- Management and general expenses
- $367,610
- Fundraising expenses
- $103,444
- Program service expenses (Part III)
- $1,373,239
Program services were 74.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$83,264
-
1c · Fundraising events
$55,850
-
1f · All other contributions, gifts and grants
$957,035
-
3 · Investment income
total $354,190 · excluded $354,190
-
7a · Gross sales of assets other than inventory
securities $2,119,840
-
7b · Less cost or other basis and sales expenses
securities $2,045,251
-
7c · Gain or loss
securities $74,589
-
7d · Net gain or loss
total $74,589 · excluded $74,589
-
8a · Fundraising events: gross income
$6,150
-
8a · Fundraising events: contributions included on line 1c
$55,850
-
8b · Fundraising events: direct expenses
$53,795
-
8c · Net income from fundraising events
total -$47,645 · excluded -$47,645
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,104,491 · program services $1,104,491
-
2 · Grants to domestic individuals
total $129,740 · program services $129,740
-
5 · Compensation of officers, directors and key employees
total $191,498 · program services $53,177 · management and general $93,845 · fundraising $44,476
-
7 · Other salaries and wages
total $174,529 · program services $48,465 · management and general $85,529 · fundraising $40,535
-
8 · Pension plan contributions
total $20,195 · program services $5,608 · management and general $9,897 · fundraising $4,690
-
9 · Other employee benefits
total $25,291 · program services $7,023 · management and general $12,394 · fundraising $5,874
-
10 · Payroll taxes
total $24,157 · program services $6,707 · management and general $11,838 · fundraising $5,612
-
11c · Fees: accounting
total $39,150 · management and general $39,150
-
11f · Fees: investment management
total $51,160 · management and general $51,160
-
11g · Fees: other
total $1,247 · management and general $1,247
-
12 · Advertising and promotion
total $5,781 · program services $256 · management and general $5,195 · fundraising $330
-
13 · Office expenses
total $21,508 · program services $8,374 · management and general $12,282 · fundraising $852
-
14 · Information technology
total $23,860 · program services $5,458 · management and general $17,962 · fundraising $440
-
17 · Travel
total $751 · management and general $551 · fundraising $200
-
19 · Conferences, conventions and meetings
total $13,753 · management and general $13,753
-
23 · Insurance
total $8,929 · program services $522 · management and general $7,972 · fundraising $435
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $3,261 · program services $3,104 · management and general $157
-
24b · Other expenses: EVENT EXPENSE
total $2,916 · management and general $2,916
-
24c · Other expenses: EMPLOYEE HIRING AND TRA
total $1,249 · management and general $1,249
-
24d · Other expenses: DEVELOPMENT EXPENSE
total $513 · management and general $513
-
24e · All other expenses
total $314 · program services $314
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $37,778 · end of year $34,887
-
2 · Savings and temporary cash investments
beginning of year $490,835 · end of year $986,755
-
4 · Accounts receivable
beginning of year $22,463 · end of year $7,700
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $9,952
-
10a · Land, buildings and equipment: cost or other basis
$132,271
-
10b · Land, buildings and equipment: accumulated depreciation
$118,646
-
10c · Land, buildings and equipment, net
beginning of year $13,625 · end of year $13,625
-
11 · Investments: publicly traded securities
beginning of year $21,010,255 · end of year $16,191,140
-
15 · Other assets
beginning of year $6,726 · end of year $13,034
-
17 · Accounts payable and accrued expenses
beginning of year $5,055 · end of year $6,759
-
18 · Grants payable
beginning of year $21,101 · end of year $22,870
-
27 · Net assets without donor restrictions
beginning of year $11,612,952 · end of year $9,188,077
-
28 · Net assets with donor restrictions
beginning of year $9,942,574 · end of year $8,039,387
Mission and programs · 2022
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.
-
OBF 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 2022, THE OBF AWARDED GRANTS TO 37 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.
Expenses $865,776 · Grants $778,136
-
OBF COURT GRANTSTHE OBF PROVIDES ANNUAL GRANT FUNDS TO DISTRICT AND APPELLATE COURTS ACROSS THE STATE TO HELP ADVANCE AND IMPROVE THE ADMINISTRATION OF JUSTICE BY UPDATING AND IMPROVING COURTROOM TECHNOLOGY, WHICH WOULD PROBABLY NOT OCCUR IF NOT FOR OBF FUNDING. IN 2022, THE OBF AWARDED GRANTS TO 7 DIFFERENT OKLAHOMA DISTRICT COURTS TO FUND COURT ROOM TECHNOLOGY TOOLS SUCH AS SMARTBOARDS FOR USE BY COURT ADMINISTRATORS AND LITIGANTS.
Expenses $172,737 · Grants $155,252
-
IN 2022, THE OBF APPROVED GRANTS IN THE AMOUNT OF $207,500 TO 6 DIFFERENT NON-PROFIT ORGANIZATIONS AND PROGRAMS ACROSS THE STATE OF OKLAHOMA TO PROVIDE LEGAL SERVICE AID TO LOW INCOME POPULATIONS IN THE AREAS OF COMMUNITY REDEVELOPMENT AND MORTGAGE FORECLOSURE DEFENSE. THE GRANTS WERE FUNDED BY DISTRIBUTIONS MADE PURSUANT TO A GLOBAL SETTLEMENT AGREEMENT OF SEVERAL LAWSUITS BROUGHT BY THE US DEPARTMENT OF JUSTICE AGAINST ENTITIES WHO ALLEGEDLY COMMITTED ACTS THAT CONTRIBUTED TO THE 2008 HOUSING MARKET FINANCIAL COLLAPSE.
Expenses $241,585 · Grants $217,130
-
IN 2022, THE OBF APPROVED 5 COURT REPORTER GRANTS IN THE AMOUNT OF $15,000 EACH TO KEVIN C WILMETH, DESARAY D. MARTIN, ROBERTA L. JOHNSON, AMY SHERRICK, AND BETHANY DEGARMO TO WORK IN RURAL OKLAHOMA COUNTIES FOR 3 YEARS. ALSO, 1 EMERGENCY GRANT IN THE AMOUNT OF $5,000 WAS MADE TO OKLAHOMA GUARDIAN AD LITEM INSTITUTE TO HELP WITH VOCA GRANT CUTS.
Expenses $93,141 · Grants $83,713
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Valerie CouchVALERIE COUCH
PRESIDENT
- Total calculated
- $0
- Hours/week
- 8
-
Judge Deanna Hartley-KelsoJUDGE DEANNA HARTLEY-KELSO
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 8
-
Allen L HustonALLEN L HUSTON
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 8
-
Jim DowellJIM DOWELL
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
M Courtney BriggsM COURTNEY BRIGGS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Trevillion JrJEFF TREVILLION JR
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 8
-
Luke AdamsLUKE ADAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
A Wayne BillingsA WAYNE BILLINGS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bob BurkeBOB BURKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew CarruthANDREW CARRUTH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alison CaveALISON CAVE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tiece DempseyTIECE DEMPSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark FieldsMARK FIELDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kim HaysKIM HAYS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian HermansonBRIAN HERMANSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rachel MathewRACHEL MATHEW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Leanne McGillLEANNE MCGILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Justin D MeekJUSTIN D MEEK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
April MoaningAPRIL MOANING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Terry Mason MooreTERRY MASON MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brett MortonBRETT MORTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ryan RayRYAN RAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Benjamin RussBENJAMIN RUSS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew ShankANDREW SHANK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Todd TaylorTODD TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eddie D ValdezEDDIE D VALDEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tom Vincent IITOM VINCENT II
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Renee DemossRENEE DEMOSS
EXECUTIVE DIRECTOR
- Total calculated
- $191,498
- From this org
- $156,626
- From related orgs
- $0
- Other
- $34,872
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $150,000
- Bonus
- $6,626
- Other
- $0
- Deferred
- $21,000
- Nontaxable benefits
- $13,872
- Filer's total
- $191,498
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- BONUSES MAY BE DETERMINED BY THE BOARD ANNUALLY.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
LEGAL AID SERVICES OF OKLAHOMA
$85,000
CIVIL LEGAL SERVICES
-
DISTRICT COURT OF POTTAWATOMIE COUNTY
$72,579
COURTROOM AUDIO IMPROVEMENT PROJECT
-
LEGAL SERVICES FOR ABUSED & NEGLECTED CHILDREN
-
FAMILY COURT GAL SERVICES
-
TULSA COUNTY PUBLIC DEFENDER
$51,500
GENERAL OPERATIONS
-
$50,000
HELP PROGRAM
-
$50,000
CIVIL & CRIMINAL LEGAL SERVICES FOR LOW INCOME
-
TULSA LAWYERS FOR CHILDREN INC
$50,000
LEGAL SERVICES FOR ABUSED & NEGLECTED CHILDREN
-
$48,000
GENERAL OPERATIONS
-
GENERAL OPERATIONS
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
OKLAHOMA BAR ASSOCIATION
115(A) · INSTRUMENTALITY OF THE STATE · OK
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323179349309427
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.