Nonprofit screen
Screen a listOrange County Bar Foundation
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$2.5Mrevenue
FY2024 · +16% in 3 yrs26staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−1.9%
Months of reserve3.4mo
Revenue growth (annualized)+3.0%
Middle half of peersMedianOrange County Bar
Where the money goes FY2024 · $2.5M spent
Programs$1.9M74%Management and general$215k8%Fundraising$439k17%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$273k in FY2023 and −$48k in FY2024. Cash covers 3.4 months, under the peer median of 4.1.
990 Part I and balance sheetIn its favor3
Strong governance
42 of 42 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIFunders stay
6 of the 10 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant listsA history of government grants
Government grants on 8 of its 8 returns, 28% of revenue in FY2024. $2.0M is traced federal awards from Department of Health and Human Services.
990 Part VIII · USAspending22funders
$1.0Ma year, last 3 years
85%from its largest funder
Funder’17’18’19’20’21’22’23Jeffrey Carlton Foundation 105848-000Since FY2020$828k$837k$923k$826kHoag Memorial Hospital PresbyterianEvery year since FY2017$30k$30k$40k$100k$50k$50k$50kMightycause Charitable FoundationSince FY2020$42k$24k$15k$18kUeberroth Family FoundationStopped after FY2022$15k$15k$15k$15k–Lon V Smith FoundationOn and off$8k$8k$8k$8k$8k$10kMufg Union Bank Foundation AgStopped after FY2022$10k$15k$20k–Donor-advised giftsDonors not disclosed$60k$66k$76k$51k$15k$35k$21k7 other fundersUp to $20k a year each$20k$5k$30k$31k$25k$29k$30k
FundedThrough a donor-advised fundStopped