OKLAHOMA BAR FOUNDATION

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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

1949

Legal Domicile

Principal Officer

DEANNA HARTLEY-KELSO

Phone

4054167070

Tax Period

2023-01-01 to 2023-12-31

OKLAHOMA BAR FOUNDATION, founded in 1949, is a community nonprofit in the Crime & Legal sector that reported $9.1M in total revenue in fiscal year 2023. Revenue surged 518% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.5M, a strong 72% operating margin.

Mission

THE OKLAHOMA BAR FOUNDATION PROVIDES ANNUAL FUNDING THROUGH GRANTS TO PROMOTE THE ADVANCEMENT OF JUSTICE, TO PROVIDE CRITICAL CIVIL LEGAL SERVICES TO THOSE IN NEED, AND TO INCREASE PUBLIC AWARENESS AND UNDERSTANDING OF THE AMERICAN LEGAL SYSTEM.

Program Service Accomplishments

Program 1

Expenses: $1,704,509 Revenue: $463

OBF LEGAL SERVICES GRANTS. THE OBF PROVIDES ANNUAL GRANT FUNDS TONON-PROFIT ORGANIZATIONS IN OKLAHOMA THAT FURNISH CIVIL LEGAL AID ANDADVOCACY SERVICES TO OKLAHOMANS WHO WOULD OTHERWISE NOT BE ABLE TOAFFORD THESE CRITICAL SERVICES. THIS FUNDING SEEKS TO ENSURE THATJUSTICE IS POSSIBLE FOR ALL OKLAHOMA CHILDREN, SENIORS, VETERANS,VICTIMS OF DOMESTIC VIOLENCE AND OTHER INDIVIDUALS WHO ARE IN NEED OFSUCH SERVICES. ANNUAL GRANTS ARE ALSO AWARDED TO NON-PROFITS THATPROVIDE LAW-RELATED EDUCATION PROGRAMS TO OKLAHOMANS, INCLUDINGSTUDENTS FROM GRADE SCHOOL THROUGH HIGH SCHOOL. IN 2023, THE OBFAWARDED GRANTS TO 48 SEPARATE ORGANIZATIONS TO PROVIDE CIVIL LEGAL AIDSERVICES AND LAW RELATED EDUCATION PROGRAMS TO OKLAHOMA CITIZENS. IT ISESTIMATED THAT SOME 100,000 INDIVIDUALS/FAMILIES RECEIVED LAW-RELATED SERVICES.

Program 2

Expenses: $109,913

OBF COURT GRANTS. THE OBF PROVIDES ANNUAL GRANT FUNDS TO DISTRICT ANDAPPELLATE COURTS ACROSS THE STATE TO HELP ADVANCE AND IMPROVE THEADMINISTRATION OF JUSTICE BY UPDATING AND IMPROVING...

OBF COURT GRANTS. THE OBF PROVIDES ANNUAL GRANT FUNDS TO DISTRICT ANDAPPELLATE COURTS ACROSS THE STATE TO HELP ADVANCE AND IMPROVE THEADMINISTRATION OF JUSTICE BY UPDATING AND IMPROVING COURTROOMTECHNOLOGY, WHICH WOULD PROBABLY NOT OCCUR IF NOT FOR OBF FUNDING. IN 2023, THE OBF AWARDED GRANTS TO 3 DIFFERENT OKLAHOMA DISTRICT COURTS TO FUND COURT ROOM TECHNOLOGY TOOLS SUCH AS SMARTBOARDS FOR USE BY COURT ADMINISTRATORS AND LITIGANTS.

Program 3

Expenses: $168,482

IN 2023, THE OBF APPROVED GRANTS IN THE AMOUNT OF $146,300 TO 3 DIFFERENT NON-PROFIT ORGANIZATIONS AND PROGRAMS ACROSS THE STATE OF OKLAHOMA TO PROVIDE LEGAL SERVICE AID TO LOW-INCOME POPULATIONS IN THE AREAS OF COMMUNITY REDEVELOPMENT AND MORTGAGE FORECLOSURE DEFENSE. THE GRANTS WERE FUNDED BY DISTRIBUTIONS MADE PURSUANT TO A GLOBAL SETTLEMENT AGREEMENT OF SEVERAL LAWSUITS BROUGHT BY THE US DEPARTMENT OF JUSTICE AGAINST ENTITIES WHO ALLEGEDLY COMMITTED ACTS THAT CONTRIBUTED TO THE 2008 HOUSING MARKET FINANCIAL COLLAPSE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $8,528,077

Program Service Revenue $0

Investment Income $594,083

Other Revenue $463

TOTAL REVENUE $9,122,623

Expense Breakdown

Grants Paid $1,801,493

Salaries & Benefits $477,790

Fundraising Expenses $127,683

Program Expenses $2,017,453

Other Expenses $305,936

TOTAL EXPENSES $2,585,219

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,122,623	$1,477,283	+5.2%
Expenses	$2,585,219	$1,844,293	+0.4%
Net Income	$6,537,404	$-367,010	-18.8%

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

Volunteers

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

$201,270

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDGE DEANNA HARTLEY-KELSO	PRESIDENT	8.00	Officer Director	$0	$0	$0
ALLEN L HUSTON	PRESIDENT ELECT	8.00	Officer Director	$0	$0	$0
JIM DOWELL	VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
M COURTNEY BRIGGS	SECRETARY	8.00	Officer Director	$0	$0	$0
ANDREW SHANK	TREASURER	1.00	Officer Director	$0	$0	$0
VALERIE COUCH	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
LUKE ADAMS	TRUSTEE	1.00	Director	$0	$0	$0
A WAYNE BILLINGS	TRUSTEE	1.00	Director	$0	$0	$0
BOB BURKE	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW CARRUTH	TRUSTEE	1.00	Director	$0	$0	$0
ALISON CAVE	TRUSTEE	1.00	Director	$0	$0	$0
TIECE DEMPSEY	TRUSTEE	1.00	Director	$0	$0	$0
DYLAN ERWIN	TRUSTEE	1.00	Director	$0	$0	$0
MARK FIELDS	TRUSTEE	1.00	Director	$0	$0	$0
KIM HAYS	TRUSTEE	1.00	Director	$0	$0	$0
SHINY MATHEW	TRUSTEE	1.00	Director	$0	$0	$0
LEANNE MCGILL	TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN D MEEK	TRUSTEE	1.00	Director	$0	$0	$0
APRIL MOANING	TRUSTEE	1.00	Director	$0	$0	$0
TERRY MASON MOORE	TRUSTEE	1.00	Director	$0	$0	$0
BRETT MORTON	TRUSTEE	1.00	Director	$0	$0	$0
JUDGE RICHARD OGDEN	TRUSTEE	1.00	Director	$0	$0	$0
MILES PRINGLE	TRUSTEE	1.00	Director	$0	$0	$0
RYAN RAY	TRUSTEE	1.00	Director	$0	$0	$0
BEN RUSS	TRUSTEE	1.00	Director	$0	$0	$0
TODD TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
EDDIE VALDEZ	TRUSTEE	1.00	Director	$0	$0	$0
RENEE DEMOSS	EXECUTIVE DIRECTOR	38.00	Officer	$164,428	$36,842	$201,270

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
2024	No data	No data	No data	No data
2023	$9,122,623	$2,585,219	$26,417,532	$6,537,404
2022	$1,477,283	$1,844,293	$17,257,093	$-367,010
2021	$5,090,024	$1,781,336	$21,581,682	$3,308,688
2020	$2,230,039	$1,921,287	$19,358,007	$308,752
2019	$2,984,754	$2,084,238	$17,341,969	$900,516
2018	$1,895,203	$1,178,788	$15,269,622	$716,415