OKLAHOMA BAR FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA BAR FOUNDATION INC (EIN 73-0710244)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201313169349301731
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T16:47:39-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731413977 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 BROADWAY EXTENSION SUITE 300 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730710244 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA BAR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OKLA | NameControl |
| Phone | 4054167070 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 NORTH LINCOLN BOULEVARD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731054901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN SHIELDS | Name |
| Title | PRESIDENT ELECT | Title |
| Phone | 4054167070 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W LYNDEL LACKEY | Name |
| PTIN | P00234298 | PTIN |
| Phone | 4058482020 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN SHIELDS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N ROBINSON AVE 10TH FLOOR | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731027103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5767283 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OKBARFOUNDATION.ORG/OBF | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | LAWYERS TRANSFORMING LIVES THROUGH THE PROMOTION OF JUSTICE, FUNDING OF CRITICAL LEGAL SERVICES, AND ADVANCEMENT OF PUBLIC AWARENESS OF THE LAW AND BETTER UNDERSTANDING OF THE LAW THROUGH LAW-RELATED EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 26 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 590128 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 512165 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 526160 | InvestmentIncomePriorYear |
| Investment Income Current Year | 460247 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1116288 | TotalRevenuePriorYear |
| Total Revenue Current Year | 972412 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 578939 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 456749 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 148863 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 164091 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 146850 | OtherExpensePriorYear |
| Other Expenses Current Year | 157413 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 874652 | TotalExpensesPriorYear |
| Total Expenses Current Year | 778253 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 241636 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 194159 | RevenuesLessExpensesCY |
| Total Assets BOY | 9198999 | TotalAssetsBOY |
| Total Assets EOY | 9718715 | TotalAssetsEOY |
| Total Liabilities BOY | 787574 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 593197 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8411425 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9125518 | NetAssetsOrFundBalancesEOY |
| Mission Description | LAWYERS TRANSFORMING LIVES THROUGH THE PROMOTION OF JUSTICE, FUNDING OF CRITICAL LEGAL SERVICES, AND ADVANCEMENT OF PUBLIC AWARENESS OF THE LAW. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 354920 | Expense |
| Grants | 354920 | Grants |
| Description | GRANT AWARDS--GRANTS WERE PROVIDED TO NINETEEN CHARITABLE ORGANIZATIONS TO ADVANCE EDUCATION, CITIZENSHIP, AND JUSTICE FOR ALL, INDLUDING FREE ADVOCACY AND LEGAL SERVICES FOR CHILDREN, DOMESTIC VIOLENCE VICTIMS, NEEDY CITIZENS, THE ELDERLY AND VULNERABLE ADULTS AND LAW-RELATED EDUCATIONAL PROGRAMS FOR SCHOOL CHILDREN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 40800 | Expense |
| Grants | 40800 | Grants |
| Description | OBF SCHOLARSHIPS & AWARDS--EDUCATIONAL GRANTS WERE PROVIDED TO VARIOUS EDUCATIONAL INSTITUTIONS, ORGANIZATIONS, AND INDIVIDUAL LAW SCHOLARS IN AN EFFORT TO ADVANCE EDUCATION, CITIZENSHIP, AND JUSTICE FOR ALL TO BE ABLE TO CONTINUE TO PROVIDE QUALIFIED LEGAL REPRESENTATION FOR FUTURE GENERATIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 61029 | Expense |
| Grants | 61029 | Grants |
| Description | OBF COURT ACCESS TO JUSTICE GRANTS--COURT GRANTS WERE PROVIDED TO VARIOUS DISTRICT COURTS IN AN EFFORT TO OBTAIN COURTROOM EQUIPMENT AND OTHER ITEMS COURT SYSTEMS OTHERWISE WOULD NOT BE ABLE TO OBTAIN THROUGH OTHER MEANS TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 456749 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NANCY NORSWORTHY OKLAHOMA BAR FOUN | NamePerson |
| Telephone Number | 4054167070 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 N LINCOLN BLVD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731054901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SHON T ERWIN | ||||||
| PRESIDENT | 12.00 | X | X | 0 | 0 | 0 |
| SUSAN B SHIELDS | ||||||
| PRESIDENT ELECT | 4.00 | X | X | 0 | 0 | 0 |
| DIETMAR K CAUDLE | ||||||
| VICE PRESIDENT | 4.00 | X | X | 0 | 0 | 0 |
| JOHN D MUNKACSY JR | ||||||
| IMMEDIATE PAST PRESIDENT | 10.00 | X | X | 0 | 0 | 0 |
| JACK L BROWN | ||||||
| SECRETARY/TREASURER | 6.00 | X | X | 0 | 0 | 0 |
| A GABRIEL BASS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN D BEAM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRETT D CABLE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CATHY M CHRISTENSEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GUY P CLARK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JUDGE VALERIE COUCH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JACK S DAWSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KEVIN R DONELSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM E FARRIOR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT S FARRIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANDREW C MILDREN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL C MORDY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BROOKE SMITH MURPHY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JUDGE MILLIE E OTEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRIANA J ROSS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DENNIS A SMITH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DONNA L SMITH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALAN SOUTER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES T STUART | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROY D TUCKER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN MORRIS WILLIAMS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 133847 | MembershipDues |
| All Other Contributions | 378318 | AllOtherContributions |
| Total Contributions | 512165 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 239929 | TotalRevenueColumn |
| Exclusion | $239,929 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5015189 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4794871 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 220318 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 220318 | TotalRevenueColumn |
| Exclusion | $220,318 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 972412 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $460,247 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456749 | Total |
| Program Services | 456749 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119280 | Total |
| Management And General | 119280 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11608 | Total |
| Management And General | 11608 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24511 | Total |
| Management And General | 24511 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8692 | Total |
| Management And General | 8692 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23500 | Total |
| Management And General | 23500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41617 | Total |
| Management And General | 41617 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8423 | Total |
| Management And General | 8423 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5853 | Total |
| Management And General | 5853 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11349 | Total |
| Management And General | 11349 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1946 | Total |
| Management And General | 1946 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 709 | Total |
| Management And General | 709 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13148 | Total |
| Management And General | 13148 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22301 | Total |
| Management And General | 22301 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5413 | Total |
| Management And General | 5413 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| BANK/CLIENT REIMBURSEME | 10661 | 10661 |
| FELLOWS EVENTS | 5455 | 5455 |
| CERTIFICATES AND PLAQUE | 3910 | 3910 |
| STORAGE EXPENSE | 1634 | 1634 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1494 | Total |
| Management And General | 1494 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 778253 | Total |
| Program Services | 456749 | ProgramServices |
| Management And General | 321504 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335628 | BOY |
| EOY | 179739 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38096 | BOY |
| EOY | 62247 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 122334 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 97793 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42594 | BOY |
| EOY | 24541 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8768280 | BOY |
| EOY | 9441534 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14401 | BOY |
| EOY | 10654 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9198999 | BOY |
| EOY | 9718715 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22674 | BOY |
| EOY | 12838 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 764900 | BOY |
| EOY | 580359 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 787574 | BOY |
| EOY | 593197 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4704612 | BOY |
| EOY | 5330859 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2450813 | BOY |
| EOY | 2538659 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1256000 | BOY |
| EOY | 1256000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8411425 | BOY |
| EOY | 9125518 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9198999 | BOY |
| EOY | 9718715 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 194159 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 519934 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1952453 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 792523 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 551306 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 590128 | CurrentTaxYearMinus1Year |
| Current Tax Year | 512165 | CurrentTaxYear |
| Total | 4398575 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1952453 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 792523 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 551306 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 590128 | CurrentTaxYearMinus1Year |
| Current Tax Year | 512165 | CurrentTaxYear |
| Total | 4398575 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 4398575 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 177654 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 214358 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 222750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 230650 | CurrentTaxYearMinus1Year |
| Current Tax Year | 239929 | CurrentTaxYear |
| Total | 1085341 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5483916 | TotalSupport |
| Public Support Pertcentage170 | 0.80210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83660 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3681032 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 436521 | InvestmentEarningsOrLosses |
| Other Expenditures | 351175 | OtherExpenditures |
| End Of Year Balance | 3766378 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3886227 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -4568 | InvestmentEarningsOrLosses |
| Other Expenditures | 200627 | OtherExpenditures |
| End Of Year Balance | 3681032 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3530190 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 467355 | InvestmentEarningsOrLosses |
| Other Expenditures | 111318 | OtherExpenditures |
| End Of Year Balance | 3886227 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2932614 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 649608 | InvestmentEarningsOrLosses |
| Other Expenditures | 52032 | OtherExpenditures |
| End Of Year Balance | 3530190 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3192180 | BeginningOfYearBalance |
| Contributions | 315268 | Contributions |
| Investment Earnings Or Losses | -525411 | InvestmentEarningsOrLosses |
| Other Expenditures | 49423 | OtherExpenditures |
| End Of Year Balance | 2932614 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.33350 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.66650 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 122334 | OtherCostOrOtherBasis |
| Depreciation | 97793 | Depreciation |
| Book Value | 24541 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24541 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1492346 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 519934 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 519934 | RevenueNotRptdF990 |
| Revenue Subtotal | 972412 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 972412 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 778253 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 778253 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 778253 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | UNDER OBF'S ENDOWMENT DISTRIBUTION POLICY, THE AMOUNT AVAILABLE FOR APPROPRIATION EACH YEAR IS 5% OF THE AVERAGE OF THE PRECEDING THREE YEARS' MARKET VALUE OF THE ENDOWMENT AT DECEMBER 31. THIS POLICY IS EXPECTED TO ALLOW FOR REAL GROWTH IN ADDITION TO BUILDING THE ENDOWMENTS THROUGH NEW GIFTS AND RETURN ON INVESTMENT. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ACCOUNTING FOR INCOME TAXES MAY, AT TIMES, INVOLVE SOME DEGREE OF UNCERTAINTY, AND, AS SUCH, LEAD TO UNCERTAIN TAX POSITIONS HAVING BEEN TAKEN. MANAGEMENT EVALUATED OBF'S TAX POSITIONS AND CONCLUDED THAT OBF HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, OBF IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO 2009. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| TULSA LAWYERS FOR CHILDREN INC | |||||||
| P O BOX 2254 | TULSA | OK | 741012254 | 731593275 | 501(C)(3) | 22000 | DEPRIVED ABUSED & NEGLECTED CHILDREN'S LEGAL AID SERVICES. |
| SENIOR LAW RESOURCE CENTER EDUCATIONAL OUTREACH PROGRAM | |||||||
| P O BOX 1408 | OKLAHOMA CITY | OK | 731011408 | 204260535 | 501(C)(3) | 10000 | FREE PUBLIC LEGAL EDUCATION & ADVOCACY PROGRAMS & LEGAL AID SERVICES FOR MORE SENIOR CITIZENS. |
| OKLAHOMA INDIAN LEGAL SERVICES INC LOW INCOME TAX-PAYER CLINIC | |||||||
| 4200 PERIMETER CENTER DR STE 222 | OKLAHOMA CITY | OK | 731122310 | 731142462 | 509(A) | 15000 | FREE TAX LEGAL AID ASSISTANCE THROUGH TAX COURT FOR NEEDY OKLAHOMA CITIZENS. |
| TEEN COURT INC COMANCHE COUNTY | |||||||
| P O BOX 1971 | LAWTON | OK | 735011971 | 731383186 | 501(C)(3) | 10000 | CHILDREN'S LEGAL AID/LAW-RELATED EDUCATION PROGRAM FOR FIRST OFFENDERS. |
| DOMESTIC VIOLENCE INTERVENTION SERVICESCALL RAPE INC OF TULSA | |||||||
| 4300 S HARVARD AVE STE 100 | TULSA | OK | 741352608 | 731028332 | 501(C)(3) | 11000 | FREE LEGAL AID SERVICES FOR VICTIMS OF VIOLENCE AND SEXUAL ABUSE. |
| MARIE DETTY YOUTH & FAMILY SERVICES CENTER NEW DIRECTIONS PROGRAM | |||||||
| P O POX 408 | LAWTON | OK | 735020408 | 731118322 | 501(C)(3) | 12000 | FREE LEGAL AID SERVICES & COURT ADVOCATE. |
| CENTER FOR CHILDREN & FAMILIES DIVORCE VISITATION ARBITRATION PROGRAM IN C | |||||||
| 1151 E MAIN STREET | NORMAN | OK | 73071 | 730933253 | 501(C)(3) | 10000 | COURT ORDERED PUBLIC EDUCATION & AWARENESS PROGRAMS FOR CHILDREN AND FAMILIES OF DIVORCE. |
| LEGAL AID SERVICES OF OKLAHOMA INC | |||||||
| 2915 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | 731298893 | 501(C)(3) | 151920 | FREE CIVIL LEGAL SERVICES FOR INDIGENT OKLAHOMA CITIZENS AND THE ELDERLY. |
| OKLAHOMA BAR ASSOCIATION OK HIGH SCHOOL MOCK TRIAL & WOMEN-IN-LAW PROGRAMS | |||||||
| P O BOX 53036 | OKLAHOMA CITY | OK | 731523036 | 730618833 | 115(A) | 45000 | FREE SCHOOL CHILDREN'S LAW-RELATED EDUCATION PROGRAMS. |
| OKLAHOMA LAWYERS FOR CHILDREN INC | |||||||
| 100 N BROADWAY AVE | OKLAHOMA CITY | OK | 73102 | 731542815 | 501(C)(3) | 36000 | DEPRIVED, ABUSED & NEGLECTED CHILDREN'S LEGAL AID SERVICES. |
| OKLAHOMA BAR ASSOCIATION LAW RELATED EDUCATION FOR SCHOOL CHILDREN | |||||||
| P O BOX 53036 | OKLAHOMA CITY | OK | 731523036 | 730618833 | 115(A) | 7000 | FREE LEGAL AID SERVICES FOR OKLAHOMA'S MILITARY, THRI FAMILES AND VETERANS. |
| COMMUNITY CRISIS CENTER INC | |||||||
| 118 A STREET SC | MIAMI | OK | 74354 | 731115656 | 501(C)(3) | 4000 | FREE LEGAL SERVICES & COURT ADVOCATE. |
| FAMILY & CHILDREN'S SERVICES INC | |||||||
| 650 S PEORIA AVE | TULSA | OK | 74120 | 730580270 | 501(C)(3) | 4000 | FREE LEGAL SERVICES & COURT ADVOCATE. |
| OKLAHOMA CASA ASSOCIATION INC | |||||||
| P O BOX 5496 | OKLAHOMA CITY | OK | 73154 | 731333538 | 501(C)(3) | 1500 | FREE MANDATORY LEGAL TRAINING FOR CASA VOLUNTEERS TO CONTINUE TO SERVE ABUSED CHILDREN. |
| UNIVERSITY OF TULSA COLLEGE OF LAW BOESCHE LEGAL CLINIC | |||||||
| 407 SOUTH FLORENCE AVENUE | TULSA | OK | 74104 | 730579298 | 501(C)(3) | 4000 | FREE LEGAL SERVICES FOR INDIGENT PERSONS UTILIZING LAW STUDENTS IN AN EDUCATIONAL SETTING. |
| CATHOLIC CHARITIES ARCHDIOCESE OF OKLAHOMA CITY INC IAP PROGRAM | |||||||
| 1501 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | 530196617 | 501(C)(3) | 4000 | FREE LEGAL SERVICES FOR INDIGENT PERSONS UTILIZING LAW STUDENTS IN AN EDUCATIONAL SETTING. |
| WLM W BARNES CHILDREN'S ADVOCACY CENTER INC | |||||||
| PO BOX 1889 | CLAREMORE | OK | 74018 | 731603683 | 501(C)(3) | 3500 | CHILD ABUSE LEGAL RECOGNITION, RESPONSE & REPORTING EDUCATIONAL PROGRAM. |
| YMCA OF GREATER OKLAHOMA CITY INC YOUTH IN GOVERNMENT PROGRAM | |||||||
| 500 N BROADWAY SUITE 500 | OKLAHOMA CITY | OK | 73102 | 730579270 | 501(C)(3) | 1800 | FREE SCHOOL CHILDREN'S LAW-RELATED EDUCATION PROGRAMS. |
| CRAIG COUNTY DISTRIC COURT | |||||||
| 210 DELAWARE STE 203 | VINITA | OK | 74301 | 115(A) | 23540 | TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. | |
| MURRAY COUNTY DISTRICT COURT | |||||||
| 1001 W 10TH STREET | SULPHUR | OK | 73086 | 115(A) | 8734 | TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. | |
| WASHITA COUNTY DISTRICT COURT | |||||||
| 111 E MAIN STREET | CORDELL | OK | 73632 | 115(A) | 8290 | TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. | |
| COMANCHE COUNTY DITRICT COURT | |||||||
| 315 SW 5TH STREET ROOM 402 | LAWTON | OK | 73501 | 115(A) | 15285 | TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. | |
| TILLMAN COUNTY DISTRICT COURT | |||||||
| 201 N MAIN STREET | FREDERICK | OK | 73542 | 115(A) | 5180 | TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. | |
| FAMILY SHELTER OF SOUTHERN OKLAHOMA INC | |||||||
| 117 B STREET SW | ARDMORE | OK | 73401 | 731383235 | 501(C)(3) | 2200 | FUNDING TO MAINTAIN PART-TIME COURT ADVOCATE FOR VICTIMS OF VIOLENCE IN LOVE COUNTY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 8 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| OBF'S CHAPMAN-ROGERS LAW SCHOOL SCHOLARSHIPS | 1 | 7500 |
| OBF'S MARURICE H. MERRILL MEMORIAL SCHOLARSHIP | 1 | 500 |
| OBF'S W.B. CLARK MEMORIAL SCHOOL SCHOLARSHIPS | 1 | 16800 |
| OBF'S THOMAS L. HIERONYMUS MEMORIAL OIL AND GAS SCHOLARSHIP | 1 | 500 |
| OBF'S FELLOWS LAW SCHOOL SCHOLARSHIPS | 1 | 15000 |
| OBF'S PHILLIPS ALLEN PORTA MEMORIAL LEGAL ETHICS SCHOLARSHIP | 1 | 500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: OBF MONITORS THE PROGRAMS THROUGH WRITTEN GRANT APPLICATION PRESENTATIONS INCLUDING FINANCIAL INFORMATION & TAX DETERMINATION STATUS, FOLLOWED BY PERSONAL INTERVIEW SESSIONS WITH EACH PROGRAM. GRANTEES MUST SUBMIT WRITTEN AND FINANCIAL REPORTS EACH CALENDAR QUARTER AS A CONDITION OF CONTINUED OBF FUNDING. SITE VISITS ARE CONDUCTED EACH 2 TO 3 YEARS DEPENDING ON THE ORGANIZATION & ITS TYPE OF ACTIVITIES. APPLICANTS MAY REAPPLY AND SUBMIT FULL REPORTS ANNUALLY BEFORE THE OBF GRANTS AND AWARDS COMMITTEE (12 MEMBERS) TO RECEIVE FUTURE GRANT FUNDS. GRANT AWARDS ARE APPROVED BY THE FULL BOARD OF 23 VOTING MEMBERS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ALL MEMBERS IN GOOD STANDING OF THE OKLAHOMA BAR ASSOCIATION ARE CONSIDERED REGULAR MEMBERS OF THE OKLAHOMA BAR FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | ANNUALLY, CONTRIBUTING MEMBERS OF THE FELLOWS PROGRAM MAY SUBMIT A NAME FOR POSSIBLE ELECTION TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT REPORT AND FORM 990 ARE REVIEWED BY THE AUDIT COMMITTEE AND MEMBERS OF THE EXECUTIVE COMMITTEE. THE AUDIT REPORT IS PRESENTED TO THE FULL BOARD FOR APPROVAL. THE AUDIT COMMITTEE AND/OR EXECUTIVE COMMITTEE APPROVE THE FORM 990 AND AN OFFICER SIGNS SUCH. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL DISCLOSURE STATEMENTS ARE COLLECTED WITH INSTRUCTIONS TO UPDATE INFORMATION CHANGES AND MEMBERS RECUSE FROM THE ANNUAL GRANT VOTE IN ACCORDANCE WITH THE CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE OKLAHOMA BAR FOUNDATION UTILIZES COMPENSATION DATA COMPILED BY TWO DIFFERENT GROUPS WITH THE AMERICAN BAR ASSOCIATION; THE NATIONAL CONFERENCE OF BAR FOUNDATIONS AND THE NATIONAL ASSOCIATION OF IOLTA PROGRAMS. THE OKLAHOMA BAR FOUNDATION ALSO UTILIZES COMPENSATION PACKAGE INFORMATION COMPILED THROUGH THE OKLAHOMA CENTER FOR NONPROFITS. ALL OF THESE ORGANIZATIONS COMPILE SIMILAR NONPROFIT DATA ON SIMILAR POSITIONS PERFORMING THE SAME TYPES OF CHARITABLE WORK. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS AVAILABLE, THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THESE DOCUMENTS MAY BE ACCESSIBLE THROUGH MAILINGS AND ANNUAL REPORT BROCHURES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA BAR ASSOCIATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 N LINCOLN BOULEVARD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730618833 | EIN |
| Primary Activities | LAW-RELATED EDUCATION PROGRAMS FOR THE PUBLIC & OKLAHOMA SCHOOL CHILDREN. | PrimaryActivities |
| Legal Domicile State | OK | LegalDomicileState |
| Exempt Code Section | 115(A) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OKLAHOMA BAR ASSOCIATION - YLD HIGH SCHOOL MOCK TRIAL PROGRAM | ||
| B | 45000 | NORMAL GRANT VETTING PROCESS |
| OKLAHOMA BAR ASSOCIATION - LAW RELATED EDUCATION PROGRAMS | ||
| B | 7000 | NORMAL GRANT VETTING PROCESS |
| OKLAHOMA BAR ASSOCIATION | ||
| P | 28000 | ACTUAL OUT-OF-POCKET EXPENSES |
Comments