Cincinnati Bar Foundation

EIN: 316059929 501(c)(3) Crime & Legal

Cincinnati, OH

Total Revenue
$496,716
Total Expenses
$299,108
Total Assets
$4,298,755
Net Assets
$4,287,811
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
OH
Principal Officer
Bernice L Walker
Phone
5136994014
Tax Period
2024-06-01 to 2025-05-31

Cincinnati Bar Foundation, founded in 1961, is a small nonprofit in the Crime & Legal sector that reported $497K in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $198K, a strong 40% operating margin.

Mission

Promoting justice and changing lives through the law with the desire to serve the legal profession, the justice system and the Greater Cincinnati community. The Cincinnati Bar Foundation concentrates grant-making efforts in the following four areas: 1. Knowledge and understanding of and respect for the law in the community, particularly with young people, 2. Improving the quality and administration of justice in all its facets, 3. Supporting the delivery of legal services at an affordable cost for the poor, elderly and otherwise disadvantaged, 4. Fostering professionalism and civility in the practice of law.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $112,419
Program Service Revenue $0
Investment Income $379,064
Other Revenue $5,233
TOTAL REVENUE $496,716

Expense Breakdown

Grants Paid $168,667
Salaries & Benefits $0
Fundraising Expenses $34,594
Program Expenses $216,890
Other Expenses $130,441
TOTAL EXPENSES $299,108

Year-over-Year Comparison

2024 2023 Change
Revenue $496,716 $297,566 +0.7%
Expenses $299,108 $286,978 +0.0%
Net Income $197,608 $10,588 +17.7%
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

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Governance

Voting Members
20
Independent Members
20
Employees
N/A
Volunteers
105

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
5
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Anthony L Osterlund Immediate Past President 1.00
Officer Director
$0 $0 $0
Bernice L Walker President 4.00
Officer Director
$0 $0 $0
Danielle L Lorenz Vice President 2.00
Officer Director
$0 $0 $0
Derek M Freitas Trustee 1.00
Director
$0 $0 $0
Elisher J Williams Trustee 1.00
Director
$0 $0 $0
Jacqueline Aguilar Trustee 1.00
Director
$0 $0 $0
Jeffrey M Hendricks Secretary 2.00
Officer Director
$0 $0 $0
Jesse L Jenike-Godshalk Trustee 1.00
Director
$0 $0 $0
Louise M Roselle Trustee 1.00
Director
$0 $0 $0
Reginald Staples Jr Treasurer 2.00
Officer Director
$0 $0 $0
Sarah Topy Trustee 1.00
Director
$0 $0 $0
Stephen A Simon Trustee 1.00
Director
$0 $0 $0
Adam Centner Trustee 1.00
Director
$0 $0 $0
Terance Coates CBA Liaison 1.00
Director
$0 $0 $0
Amy Ferguson Trustee 1.00
Director
$0 $0 $0
Dominick Gerace Trustee 1.00
Director
$0 $0 $0
Megan Gramke Trustee 1.00
Director
$0 $0 $0
Jonathan Kelly Trustee 1.00
Director
$0 $0 $0
Jabari Shaw Trustee 1.00
Director
$0 $0 $0
Barry Visconte Trustee 1.00
Director
$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
2025 $496,716 $299,108 $4,298,755 $197,608
2024 $297,566 $286,978 $4,135,322 $10,588
2023 $392,718 $285,774 $3,566,991 $106,944
2022 $568,062 $251,587 $3,761,362 $316,475
2021 $476,924 $257,347 $3,730,435 $219,577
2020 $365,471 $282,074 $3,035,710 $83,397
2019 $289,328 $302,433 $2,973,761 $-13,105
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