FEDERAL BAR ASSOCIATION OKLAHOMA C… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

CARA RODRIGUEZ

Phone

4056095442

Tax Period

2018-01-01 to 2018-12-31

FEDERAL BAR ASSOCIATION OKLAHOMA CITY CHAPTER, founded in 2002, is a micro nonprofit in the Community Improvement sector that reported $42K in total revenue in fiscal year 2018.

Mission

TO PROMOTE PROFESSIONAL AND SOCIAL INTERACTION AMONG MEMBERS OF THE FEDERAL LEGAL PROFESSION.

Program Service Accomplishments

Program 1

EDUCATION CONFERENCES - HOSTS EDUCATIONAL CONFERENCES SPONSORED BY THE FEDERAL BAR ASSOCIATION, OKLAHOMA CITY CHAPTER WITH GUEST SPEAKERS ON VARIOUS MATTERS DESIGNED TO EDUCATE AND DISCUSS...

EDUCATION CONFERENCES - HOSTS EDUCATIONAL CONFERENCES SPONSORED BY THE FEDERAL BAR ASSOCIATION, OKLAHOMA CITY CHAPTER WITH GUEST SPEAKERS ON VARIOUS MATTERS DESIGNED TO EDUCATE AND DISCUSS SIGNIFICANT DEVELOPMENTS AND ISSUES AFFECTING THE FEDERAL LEGAL PROFESSION.

Program 2

HOLLOWAY SCHOLARS PROGRAM - THROUGH THIS PROGRAM, THE CHAPTER WILL PROVIDE SCHOLARSHIPS FOR LAW STUDENTS WHO DEMONSTRATE COMMITMENT TO CIVILITY, PROFESSIONALISM, ACADEMIC EXCELLENCE AND COMMUNITY...

HOLLOWAY SCHOLARS PROGRAM - THROUGH THIS PROGRAM, THE CHAPTER WILL PROVIDE SCHOLARSHIPS FOR LAW STUDENTS WHO DEMONSTRATE COMMITMENT TO CIVILITY, PROFESSIONALISM, ACADEMIC EXCELLENCE AND COMMUNITY INVOLVEMENT. THE CHAPTER ESTABLISHES THE SCHOLARSHIP PROGRAM IN HONOR OF WILLIAM J. HOLLOWAY, JR., SENIOR JUDGE OF THE TENTH CIRCUIT COURT OF APPEALS, WHOSE KINDNESS, INTEGRITY AND HIGH STANDARDS OF EXCELLENCE HAVE GUIDED AND INSPIRED THE LEGAL COMMUNITY IN THE TENTH CIRCUIT FOR OVER 40 YEARS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $29,472

Program Service Revenue $12,795

Investment Income $58

Other Revenue $0

TOTAL REVENUE $42,325

Expense Breakdown

Grants Paid $4,900

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $40,942

TOTAL EXPENSES $45,842

Year-over-Year Comparison

	2018	2017	Change
Revenue	$42,325	$42,087	+0.0%
Expenses	$45,842	$35,928	+0.3%
Net Income	$-3,517	$6,159	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARNA FRANKLIN	BOARD MEMBER	N/A	Director	$0	$0	$0
JUDGE SARAH HALL	BOARD MEMBER	N/A	Director	$0	$0	$0
KEVIN GORDAN	BOARD MEMBER	N/A	Director	$0	$0	$0
JUDGE TIMOTHY DEGIUSTI	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMES WARNER	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHAEL L BROOKS	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
MATTHEW C KANE	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
LYNDON WHITMIRE	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
NICK PATTERSON	BOARD MEMBER	N/A	Director	$0	$0	$0
JUDGE SUZANNE MITCHELL	PAST PRESIDE	N/A	Officer	$0	$0	$0
JUDGE JODI DISHMAN	PRESIDENT	N/A	Officer	$0	$0	$0
CARA RODRIGUEZ	PRESIDENT-EL	N/A	Officer	$0	$0	$0
JESSICA CARDENAS	BOARD MEMBER	N/A	Officer	$0	$0	$0
BENJAMIN BUTTS	BOARD MEMBER	N/A	Officer	$0	$0	$0
JESSICA PERRY	TREASURER	N/A	Officer	$0	$0	$0
SAM MERCHANT	SECRETARY	N/A	Officer	$0	$0	$0
JUDGE BOB BACHARACH	NATIONAL DEL	N/A	Officer	$0	$0	$0
ROB RAMANA	VP OF PROGRA	N/A	Officer	$0	$0	$0
JAKE KRATTIGER	YOUNG LAWYER	N/A	Officer	$0	$0	$0
LANCE LEFFEL	VP OF DEVELO	N/A	Officer	$0	$0	$0
ELIZABETH PRICE	VP OF ANNUAL	N/A	Officer	$0	$0	$0
MATT PANACH	VP OF MEMBER	N/A	Officer	$0	$0	$0
BRANDI HASKINS	PRO BONO REP	N/A	Officer	$0	$0	$0
NICHOLAS PATTERSON	COMM OUTREAC	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2018	$42,325	$45,842	$75,434	$-3,517

FEDERAL BAR ASSOCIATION OKLAHOMA CITY CHAPTER