Orange County Bar Association INC

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Promote honor, dignity, truth and professionalism within the legal community; to promote improvements in the law and aid in the administration of justice; to enhance the delivery of and access to quality legal services; to educate the public about the legal system.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Run by 125 volunteers and 18 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $215K a year · 12% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$106K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
9 mo
of spending, in cash
Plus $1.6M in investments, Pt X · Ln 11–13
Looks good: 8.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$260K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
-24% vs prior year
Spent
$1.7M
Net assets
$3.8M
By yearFY2020–FY2025
Revenue
$1.5M
FY2025▼ -24%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$1.9M
FY2022$1.6M
FY2023$1.7M
FY2024$2.0M
FY2025$1.5M
Expenses
$1.7M
FY2025▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.3M
FY2023$1.4M
FY2024$1.8M
FY2025$1.7M
Net assets
$3.8M
FY2025▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.7M
FY2021$3.2M
FY2022$3.4M
FY2023$3.6M
FY2024$3.9M
FY2025$3.8M

From the FY2025 Form 990 (year ending May 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1968.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Fundraising 3% · $45K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

19 people listed on the 990; $106K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director (as of 06/2024)
$105,791Pt VII · Sec A
President - Elect
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Immediate Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Robert Garay—$120,808$10,385———
Jenny Brown——$91,692$107,308$100,000$60,297
Candice Disorbo$105,791—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Orange County Bar Association INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advocates for justice, dignity, and truth in law, improving legal services and public understanding.

Questions for Orange County Bar Association INC

Tap to ask. Orange County Bar Association INC sees how many people are interested.

Your first name shows with your question. Orange County Bar Association INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · in their own filed words · FY2024
01

Lawyer Referral and Information Service

The orange county bar association puts members of the community in touch with an attorney that can assist them with their current legal issues.

Pt IX · col B
02

The citizen dispute mediation program provided free mediation to the public for minor legal matters. The program served the public, the courts, and the legal community.

Pt IX · col B
03

Publications & bar briefs provide reference materials and literature to the legal profession and the general public.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $42K · 2020–2023

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$430K
Investment incomeLn 3$52K
Money outPt IX
$1.7M
Ln 25
Fundraisingcol D$45K
Owns and owesPt X
$3.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$4.0M
LiabilitiesLn 26$260K
PeoplePt VI, VII
19
listed · VII A
PaidVII A1
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$430K
Fundraising eventsLn 1c$45K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$52K
Other incomeLn 4–11$12K
Gains on assetsLn 7$4K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$388K
SavingsLn 2$860K
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$1.6M
Land, buildings, equipmentLn 10c$1.1M
Total assetsLn 16$4.0M
LiabilitiesLn 26$260K
Net assetsLn 32$3.8M
OperationsPt I, VI
EmployeesI 518
VolunteersI 6125
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.5M$1.2M
InvestmentsLn 11–13$1.5M$1.6M
Land, buildings, equipmentLn 10c$1.1M$1.1M
Total assetsLn 16$4.2M$4.0M
LiabilitiesLn 26$307K$260K
Net assetsLn 32$3.9M$3.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$40K
Pay of current officers, directors and key staffLn 5$138K
Other salaries and wagesLn 7$615K
Pension plan contributionsLn 8$30K
Other employee benefitsLn 9$92K
Payroll taxesLn 10$55K
Legal feesLn 11b$3K
Accounting feesLn 11c$14K
Investment management feesLn 11f$8K
Office expensesLn 13$55K
Information technologyLn 14$20K
OccupancyLn 16$100K
TravelLn 17$9K
Conferences, conventions and meetingsLn 19$10K
Depreciation, depletion and amortizationLn 22$48K
InsuranceLn 23$22K
Other expenses (24a–d)Ln 24$346K
All other expensesLn 24e$137K
Total functional expensesLn 25$1.7M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.5M$1.7M−$195K$3.8M 990 PDF
FY2024 $2.0M$1.8M$247K$3.9M 990 PDF
FY2023 $1.7M$1.4M$327K$3.6M 990 PDF
FY2022 $1.6M$1.3M$253K$3.4M 990 PDF
FY2021 $1.9M$1.5M$417K$3.2M 990 PDF
FY2020 $1.6M$1.4M$240K$2.7M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $1,546,421 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $428,862$430,296
I-9 Program service revenuePrior year $1,533,077$1,051,340
I-10 Investment incomePrior year $36,763$52,461
I-11 Other revenuePrior year $26,004$12,324
I-12 Total revenuePrior year $2,024,706$1,546,421
I-13 Grants and similar amounts paidPrior year $13,174$39,581
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $886,541$929,529
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $878,269$772,088
I-18 Total expensesPrior year $1,777,984$1,741,198
I-19 Revenue less expensesPrior year $246,722−$194,777
Part VI · Governance 18 of 18 board members independent, 1 to look at
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,546,421 across 9 lines filed
Lines not itemized here account for $262,091 of total revenue; see the IRS return.
VIII-1b Membership dues$384,931
VIII-1c Fundraising events$45,365
VIII-1h Total contributions, gifts and grants$430,296
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $723,887 · Unrelated business $65,362$789,249
VIII-3 Investment incomeExcluded from tax $48,279$48,279
VIII-6 Net rental income or lossExcluded from tax $17,634$17,634
VIII-7 Net gain or loss on sales of assetsExcluded from tax $4,182$4,182
VIII-8 Net income from fundraising eventsExcluded from tax −$5,310−$5,310
VIII-12 Total revenueRelated to mission $985,978 · Unrelated business $65,362 · Excluded from tax $64,785$1,546,421
Part IX · Statement of functional expenses $1,741,198 across 18 lines filed
IX-1 Grants to domestic organizations$39,581
IX-5 Pay of current officers, directors and key staff$138,241
IX-7 Other salaries and wages$614,515
IX-8 Pension plan contributions$30,459
IX-9 Other employee benefits$91,806
IX-10 Payroll taxes$54,508
IX-11b Legal fees$3,300
IX-11c Accounting fees$13,880
IX-11f Investment management fees$7,973
IX-13 Office expenses$55,016
IX-14 Information technology$19,915
IX-16 Occupancy$99,643
IX-17 Travel$9,222
IX-19 Conferences, conventions and meetings$9,532
IX-22 Depreciation, depletion and amortization$47,601
IX-23 Insurance$22,023
IX-24 Other expenses (24a–d)$346,484
IX-24e All other expenses$137,499
IX-25 Total functional expenses$1,741,198
Part X · Balance sheet $4,017,339 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $681,675$387,810
X-2 Savings and temporary cash investmentsStart of year $860,404$859,841
X-4 Accounts receivableStart of year $8,013$20,062
X-9 Prepaid expenses and deferred chargesStart of year $2,899$0
X-10c Land, buildings and equipment, netStart of year $1,149,646$1,135,608
X-11 Publicly traded securitiesStart of year $1,454,392$1,562,529
X-14 Intangible assetsStart of year $37,728$51,489
X-16 Total assetsStart of year $4,194,757$4,017,339
X-17 Accounts payable and accrued expensesStart of year $65,834$22,266
X-19 Deferred revenueStart of year $239,360$236,557
X-25 Other liabilitiesStart of year $1,595$1,595
X-26 Total liabilitiesStart of year $306,789$260,418
X-27 Net assets without donor restrictionsStart of year $3,887,968$3,756,921
X-32 Total net assets or fund balancesStart of year $3,887,968$3,756,921
X-33 Total liabilities and net assetsStart of year $4,194,757$4,017,339
Part XI · Reconciliation of net assets $3,756,921 net assets at year end
XI-1 Total revenue$1,546,421
XI-2 Total expenses$1,741,198
XI-3 Revenue less expenses−$194,777
XI-4 Net assets at start of year$3,887,968
XI-5 Net unrealized gains (losses) on investments$63,730
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,756,921

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.