Oakland County Bar Foundation (EIN 382170426) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

Jeffrey G Raphelson

Phone

2483343400

Tax Period

2024-07-01 to 2025-06-30

Oakland County Bar Foundation, founded in 1999, is a small nonprofit in the Crime & Legal sector that reported $259K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $300K exceeded revenue, resulting in a 16% operating deficit.

Mission

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

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $240,610

Program Service Revenue $0

Investment Income $56,709

Other Revenue $-38,705

TOTAL REVENUE $258,614

Expense Breakdown

Grants Paid $199,880

Salaries & Benefits $0

Fundraising Expenses $28,290

Program Expenses $240,416

Other Expenses $99,910

TOTAL EXPENSES $299,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$258,614	$289,305	-0.1%
Expenses	$299,790	$244,900	+0.2%
Net Income	$-41,176	$44,405	-1.9%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Jeffrey G Raphelson	President	2.00	Officer Director	$0	$0	$0
Andrew M Harris	Vice President	2.00	Officer Director	$0	$0	$0
Charles D Bullock	Secretary	2.00	Officer Director	$0	$0	$0
Robert Levine	Treasurer	2.00	Officer Director	$0	$0	$0
Michael R Turco	Past President	2.00	Officer Director	$0	$0	$0
Matt Allen	Trustee	1.00	Director	$0	$0	$0
Jeffrey T Bagalis	Trustee	1.00	Director	$0	$0	$0
Aaron V Burrell	Trustee	1.00	Director	$0	$0	$0
Caroline Chambers	Trustee	1.00	Director	$0	$0	$0
Julie P Cotant	Trustee	1.00	Director	$0	$0	$0
Bryan Fitzgibbon	Trustee	1.00	Director	$0	$0	$0
Lisa J Hamameh	Trustee	1.00	Director	$0	$0	$0
Marc P Jerabek	Trustee	1.00	Director	$0	$0	$0
Victoria B King	Trustee	1.00	Director	$0	$0	$0
Sarah Kuchon	Trustee	1.00	Director	$0	$0	$0
Sonja L Lengnick	Trustee	1.00	Director	$0	$0	$0
Veronica R Leonard	Trustee	1.00	Director	$0	$0	$0
Patrick M McCarthy	Trustee	1.00	Director	$0	$0	$0
Robert J Morad	Trustee	1.00	Director	$0	$0	$0
David E Plunkett	Trustee	1.00	Director	$0	$0	$0
Lynn Capp Sirich Ended	Trustee	1.00	Director	$0	$0	$0
Dean M Googasian Ended	Trustee	1.00	Director	$0	$0	$0
David Jones Ended	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	$258,614	$299,790	$2,367,208	$-41,176
2024	$289,305	$244,900	$2,252,471	$44,405
2023	$278,458	$258,195	$2,068,495	$20,263
2022	$461,405	$281,545	$1,951,123	$179,860
2021	$251,640	$265,030	$1,923,925	$-13,390
2020	$132,609	$278,167	$1,793,249	$-145,558
2018	$354,843	$379,892	$1,473,803	$-25,049

Oakland County Bar Foundation