Form 990 for tax year 2023
Filed by TULSA COUNTY BAR FOUNDATION INC.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 15 July 2026. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $139,953 changed to $165,520
- Total expenses
- $142,756 changed to $109,815
- Contributions and grants received
- $36,839 changed to $21,615
- Grants paid
- $23,500 changed to $64,763
- Program service revenue
- $14,572 changed to $9,050
- Other revenue
- $87,666 changed to $133,979
- Total assets, end of year
- $1,755,129 changed to $1,853,358
- Total liabilities, end of year
- $203,040 changed to $199,152
- Net assets or fund balances, end of year
- $1,552,089 changed to $1,654,206
- Program services expenses
- $82,771 changed to $76,977
- Management and general expenses
- $45,059 changed to $32,155
- Fundraising expenses
- $14,926 changed to $683
- Program service expenses (Part III)
- $82,771 changed to $76,977
Listed only on the earlier return
- Billy Duncan
- Lizzie Ritter
- Michael Taubman
Listed only on the later return
- Lizzie RiterLIZZIE RITER
- Mike EsmondMIKE ESMOND
Listed under a different title
- Kara Vincent: Trustee then VICE PRESIDENT
- Tami Williams: Executive Dir. then EXECUTIVE DIRECTOR
Totals
- Total revenue
- $139,953
- Total expenses
- $142,756
- Contributions and grants received
- $36,839
- Grants paid
- $23,500
- Program service revenue
- $14,572
- Investment income
- $876
- Other revenue
- $87,666
- Total assets, end of year
- $1,755,129
- Total liabilities, end of year
- $203,040
- Net assets or fund balances, end of year
- $1,552,089
- Program services expenses (Part IX)
- $82,771
- Management and general expenses
- $45,059
- Fundraising expenses
- $14,926
- Program service expenses (Part III)
- $82,771
Program services were 58.0% 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.
-
1c · Fundraising events
$20,990
-
1f · All other contributions, gifts and grants
$15,849
-
2a · Program service revenue: Community Outreach
total $5,522 · related or exempt $5,522
-
2b · Program service revenue: Law Week
total $9,050 · related or exempt $9,050
-
3 · Investment income
total $876 · related or exempt $876
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $105,576
-
6b · Less rental expenses
real property $14,900
-
6c · Rental income or loss
real property $90,676
-
6d · Net rental income or loss
total $90,676 · excluded $90,676
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$65,067
-
8a · Fundraising events: contributions included on line 1c
$20,990
-
8b · Fundraising events: direct expenses
$68,077
-
8c · Net income from fundraising events
total -$3,010
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $16,000 · program services $16,000
-
2 · Grants to domestic individuals
total $7,500 · program services $7,500
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $22,000 · management and general $22,000
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $2,500 · management and general $2,500
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $59,706 · program services $29,853 · management and general $14,927 · fundraising $14,926
-
23 · Insurance
total $0
-
24a · Other expenses: Community Outreach
total $16,438 · program services $16,438
-
24b · Other expenses: Law Week
total $12,214 · program services $12,214
-
24c · Other expenses: Credit Card Fees
total $2,258 · management and general $2,258
-
24d · Other expenses: Miscellaneous
total $1,870 · management and general $1,870
-
24e · All other expenses
total $2,270 · program services $766 · management and general $1,504
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $397,986 · end of year $168,805
-
2 · Savings and temporary cash investments
beginning of year $47,089 · end of year $299,860
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $11,998 · end of year $15,426
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$2,525,644
-
10b · Land, buildings and equipment: accumulated depreciation
$1,286,931
-
10c · Land, buildings and equipment, net
beginning of year $1,298,419 · end of year $1,238,713
-
11 · Investments: publicly traded securities
beginning of year $7,028 · end of year $7,325
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $25,000 · end of year $25,000
-
17 · Accounts payable and accrued expenses
end of year $4,363
-
19 · Deferred revenue
beginning of year $10,191 · end of year $4,371
-
25 · Other liabilities
beginning of year $222,607 · end of year $194,306
-
27 · Net assets without donor restrictions
beginning of year $1,135,336 · end of year $1,130,777
-
28 · Net assets with donor restrictions
beginning of year $419,386 · end of year $421,312
Mission and programs · 2023
Mission
To promote ethical conduct among attorneys, to advance the effective administration of our judicial system, to ensure equal access to justice for all citizens and to engender respect for the legal profession, the law and the governing priciples of our democracy.
-
The foundation, through it's educational and charitable efforts, works to keep the legal system accessible to all and provide law school scholarships.
Expenses $70,557 · Grants $23,500 · Revenue $5,522
-
Law day is a program devoted to raising awareness about the rule of law through educational and pro bono services offered to the public.
Expenses $12,214 · Revenue $9,050
As filed on the 2023 return.
Listed in Part VII
-
Tami Williams
Executive Dir.
- Total calculated
- $95,063
- From this org
- $0
- From related orgs
- $83,063
- Other
- $12,000
- Hours/week
- 2
-
Justin Munn
President
- Total calculated
- $0
- Hours/week
- 2
-
Billy Duncan
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Catherine Hoopert
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Rick White
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Jim Gotwals
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Lizzie Ritter
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Michael Taubman
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Ann Keele
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Chad McLain
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Kara Vincent
Trustee
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
-
$5,500
Operations
-
$5,500
Operations
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.
-
Tulsa County Bar Association Inc
501(C)(6) · Legal Education · OK
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500849349301660
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