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California · Nonprofit

Orange County Bar Foundation

Orange County Bar Foundation (California) receives grants from 22 organizations whose IRS filings report $5,570,380 to it, the largest being JEFFREY CARLTON FOUNDATION 105848-000 ($4,137,753). 16 of them have funded it in more than one year.

Revenue FY2024
$2.5M
Funders on record
22
Grants received
$5.6M
Net assets
$2.9M
16/22 repeat funderspeak grant-dependency 50%
01What it does

What Orange County Bar Foundation does

Mission

Keeping at-risk youth out of jail, in school, healthy and drug free through education, counseling, and mentoring.

As stated on its FY2024 Form 990.

Programs

  1. Juvenile crime prevention/substance abuse intervention: shortstop, program shortstop, are taught by volunteer attorneys and legal professionals to approximately 1,600 youths and their families. Stop short of addiction: An intensive program designed to specifically address the needs of first-time juvenile offenders arrested for criminal offenses as well as those having drug abuse problems.

    $504,837 spent
    27% of program spending
  2. Health education: provides health education groups with risk education services to Latina mothers combined with family counseling to improve family functioning. Also provides comprehensive sexual health education for Latina youth via evidence-based program models.

    $445,657 spent$465,518 earned by the program
    24% of program spending
  3. Academic and career development: targets Latina high school juniors and seniors from the City of Santa Ana who are interested in entering college but need assistance due to academics, cultural and gender barriers and limited financial resources. Project self allows selected students to participate in an eight week summer paid internship at local law firms, government agencies or local businesses.

    $932,599 spent
    50% of program spending

The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,883,093.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($2.0M) Expenses 100 ($1.7M) Net assets 100 ($2.1M)2018 Revenue 87 ($1.8M) Expenses 101 ($1.7M) Net assets 104 ($2.2M)2019 Revenue 120 ($2.4M) Expenses 96 ($1.6M) Net assets 126 ($2.7M)2020 Revenue 109 ($2.2M) Expenses 118 ($2.0M) Net assets 138 ($3.0M)2021 Revenue 106 ($2.1M) Expenses 118 ($2.0M) Net assets 146 ($3.1M)2022 Revenue 108 ($2.2M) Expenses 129 ($2.1M) Net assets 149 ($3.2M)2023 Revenue 108 ($2.2M) Expenses 149 ($2.5M) Net assets 136 ($2.9M)2024 Revenue 123 ($2.5M) Expenses 153 ($2.5M) Net assets 137 ($2.9M)
'17'18'19'20'21'22'23'24
Revenue (123)Expenses (153)Net assets (137)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $4.3M to $3.9M (−8%).

$4.0M
$3.8M
$4.1M
$4.2M
$4.5M
$4.3M
$3.9M
$3.9M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 27% · 2018 28% · 2019 21% · 2020 36% · 2021 39% · 2022 30% · 2023 38% · 2024 28%. Grants only. Government contracts and fees sit inside program revenue.

92% of Orange County Bar Foundation’s revenue is contributions — about as donation-reliant as the typical peer (93% for the typical peer).

This organization
Typical peer · 1,394 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.

$369k
’17
$92k
’18
$842k
’19
$253k
’20
$183k
’21
$48k
’22
−$273k
’23
−$48k
’24
3.4
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Laura Marcum

Executive Director

As listed on its FY2024 Form 990.

The chief executive listed changed between the FY2023 and FY2024 filings.

'17'18'19'20'21'22'23'24
Listed111145464346
Joined·····+11+6+5
No longer listed·····1092
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 5 funders to 8 funders, grant income rose $118k → $956k.

7 of 22 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 9% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $81k from 3 payers (the payer shares this organization's board, largest Orange County Bar Association Charitable Fund). These are real filings, and they are not money Orange County Bar Foundation raised.

From the IRS filings of Orange County Bar Foundation’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

Orange County Bar Foundation leans on a few funders — its largest provides 74% of grant income and the top three 88%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

74%
largest funder
88%
top three
~2
effective funders

Largest funder’s share by year: 2017 51% · 2018 61% · 2019 35% · 2020 76% · 2021 85% · 2022 84% · 2023 86% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

57% of Orange County Bar Foundation's funders are still giving 3 years after their first grant; 73% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

Orange County Bar Foundation draws 86% of its grant income from funders outside California, across 7 states in all.

MN
WI
PA
CA
DE
GA
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $483k arriving through sponsors registered in 6 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

Orange County Bar Foundation's funding base is broadening — from 5 funders to 8 as grant income climbed.

Operating margin−2% · below the median
Months of reserve3.4mo · below the median
Revenue growth (annualized)3% · bottom quartile

this organization peer median middle 50% of peers· 1,337 crime & legal nonprofits $1M–$10M, FY2024

Government funding Orange County Bar Foundation receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $2.0M on record.

Federal$2.0M
grants $2.0Mcontracts $0
17
18
19
20
23
Top agencies
  • Department of Health and Human Services$1.0M
  • Department of Education$990k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like Orange County Bar Foundation

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

74% of spending goes to programs.

Program 74%Management 8%Fundraising 17%

Governance

42
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

64%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for Orange County Bar Foundation: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds Orange County Bar Foundation?
Orange County Bar Foundation (California) receives grants from 22 organizations whose IRS filings report $5,570,380 to it, the largest being JEFFREY CARLTON FOUNDATION 105848-000 ($4,137,753). 16 of them have funded it in more than one year.
How many funders does Orange County Bar Foundation have?
IRS filings report 22 organizations giving $5,570,380 in grants to Orange County Bar Foundation, 16 of which have funded it in more than one year.
Who is the largest funder of Orange County Bar Foundation?
JEFFREY CARLTON FOUNDATION 105848-000 is the largest funder on record, with $4,137,753 in grants. The full list of funders is on this page.
How can an organization like Orange County Bar Foundation find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Orange County Bar →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 22 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing