OKLAHOMA BAR FOUNDATION (EIN 730710244) - 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

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.

🔒

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 (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

🔒

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

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

OKLAHOMA BAR FOUNDATION