Skip to content
Nonprofiteer
← OAKLAND COUNTY BAR FOUNDATION

Form 990 for tax year 2024

Filed by OAKLAND COUNTY BAR FOUNDATION.

Totals

Total revenue
$258,614
Total expenses
$299,790
Contributions and grants received
$240,610
Grants paid
$199,880
Program service revenue
$0
Investment income
$56,709
Other revenue
-$38,705
Total assets, end of year
$2,367,208
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,367,208
Program services expenses (Part IX)
$240,416
Management and general expenses
$31,084
Fundraising expenses
$28,290
Program service expenses (Part III)
$240,416

Program services were 80.2% 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

    $162,565

  • 1f · All other contributions, gifts and grants

    $78,045

  • 3 · Investment income

    total $626 · excluded $626

  • 7a · Gross sales of assets other than inventory

    securities $475,730

  • 7b · Less cost or other basis and sales expenses

    securities $419,647

  • 7c · Gain or loss

    securities $56,083

  • 7d · Net gain or loss

    total $56,083 · excluded $56,083

  • 8a · Fundraising events: gross income

    $47,775

  • 8a · Fundraising events: contributions included on line 1c

    $162,565

  • 8b · Fundraising events: direct expenses

    $86,480

  • 8c · Net income from fundraising events

    total -$38,705 · excluded -$38,705

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $189,880 · program services $189,880

  • 2 · Grants to domestic individuals

    total $10,000 · program services $10,000

  • 11c · Fees: accounting

    total $6,300 · management and general $6,300

  • 11f · Fees: investment management

    total $12,983 · program services $12,983

  • 12 · Advertising and promotion

    total $6,149 · program services $2,049 · management and general $2,050 · fundraising $2,050

  • 13 · Office expenses

    total $2,597 · program services $2,405 · management and general $96 · fundraising $96

  • 14 · Information technology

    total $1,800 · program services $600 · management and general $600 · fundraising $600

  • 19 · Conferences, conventions and meetings

    total $303 · program services $101 · management and general $101 · fundraising $101

  • 21 · Payments to affiliates

    total $52,000 · program services $17,334 · management and general $17,333 · fundraising $17,333

  • 23 · Insurance

    total $831 · program services $277 · management and general $277 · fundraising $277

  • 24a · Other expenses: Bad Debt Expense

    total $12,851 · program services $4,283 · management and general $4,284 · fundraising $4,284

  • 24b · Other expenses: Bank & Credit Card Fees

    total $3,966 · program services $460 · fundraising $3,506

  • 24c · Other expenses: Awards

    total $108 · program services $36 · management and general $36 · fundraising $36

  • 24d · Other expenses: Dues & Subscriptions

    total $22 · program services $8 · management and general $7 · fundraising $7

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $172,267 · end of year $117,248

  • 3 · Pledges and grants receivable

    beginning of year $242,350 · end of year $229,750

  • 4 · Accounts receivable

    beginning of year $4,894 · end of year $3,615

  • 9 · Prepaid expenses and deferred charges

    beginning of year $549 · end of year $565

  • 11 · Investments: publicly traded securities

    beginning of year $1,619,653 · end of year $1,780,631

  • 15 · Other assets

    beginning of year $212,758 · end of year $235,399

  • 27 · Net assets without donor restrictions

    beginning of year $1,797,363 · end of year $1,902,059

  • 28 · Net assets with donor restrictions

    beginning of year $455,108 · end of year $465,149

Mission and programs · 2024

Mission

The Oakland County Bar Foundation is dedicated to ensuring access to justice and an understanding of the law in our community.

Activities or mission (Part I)

See Schedule O

  • The foundation provides grants to outside 501(c)(3) organizations to provide legal aid and education throughout the metro Detroit area. The primary objective is to provide legal services to low-income members of the Oakland County community. A few programs also provide legal education to students in the Oakland County school system. Legal service clinics run at different times of the year based on the provider's calendar. Clients served depend on the program and the amount of work that is required. One grant funds a legal education program that local Michigan high schools participate in dealing with the process of the legal system.

    Expenses $201,536 · Grants $161,000

  • The foundation provides a grant to the Oakland County Bar Association to fund multiple law related programs and to provide free legal education and free legal aid throughout Oakland County. The law-related education programs are geared to high school and elementary students. These programs teach students the use of the law and the importance of following it. The legal aid clinics travel throughout cities in Oakland County to provide an avenue for residents to meet with an attorney and get basic questions answered. Numbers of individuals served, and dates of the law-related education programs vary per program. In general, about 400-500 students are able to participate in OCBF funded programs per fiscal year. The clinics service anywhere from 100-300 people depending on their area of interest and location.

    Expenses $38,880 · Grants $38,880

As filed on the 2024 return.

Listed in Part VII

  • Jeffrey G Raphelson

    President

    Total calculated
    $0
    Hours/week
    2
  • Andrew M Harris

    Vice President

    Total calculated
    $0
    Hours/week
    2
  • Charles D Bullock

    Secretary

    Total calculated
    $0
    Hours/week
    2
  • Robert Levine

    Treasurer

    Total calculated
    $0
    Hours/week
    2
  • Michael R Turco

    Past President

    Total calculated
    $0
    Hours/week
    2
  • Matt Allen

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey T Bagalis

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Aaron V Burrell

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Caroline Chambers

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Julie P Cotant

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Bryan Fitzgibbon

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Lisa J Hamameh

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Marc P Jerabek

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Victoria B King

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Sarah Kuchon

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • Sonja L Lengnick

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Veronica R Leonard

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Patrick M McCarthy

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Robert J Morad

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • David E Plunkett

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Lynn Capp Sirich Ended

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Dean M Googasian Ended

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • David Jones Ended

    Trustee

    Total calculated
    $0
    Hours/week
    1

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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
9 December 2025
IRS schema version
2024v5.2
Source object
202513539349301401

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.