OCBA Charitable Fund
Legal name: Orange County Bar Association Charitable Fund
Nonprofit profile at a glance
- EIN
- 330690752
- IRS 990 coverage
- 2013–2025
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2025
- Location
- Newport Beach, CA, US
- Phone
- 9494406700
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $309,151
- Expenses
- $303,300
- Assets
- $381,887
- Liabilities
- $54,171
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
20 people listed
Executive titles in this filing
- CHRISTINA M ZABAT-FRAN (PRESIDENT)
- REBECCA MANNARA (ASSOCIATE EXECUTIVE DIRECTOR)
- DENNIS SLAUGHTER (CEO / EXECUTIVE DIRECTOR)
Highest reported compensation
- DENNIS SLAUGHTER (CEO / EXECUTIVE DIRECTOR): $248,679 total reported compensation
- AARON CALDERON (CONTROLLER): $164,838 total reported compensation
- REBECCA MANNARA (ASSOCIATE EXECUTIVE DIRECTOR): $142,581 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
As the charitable giving and fundraising arm of the Orange County Bar Association, the OCBA Charitable Fund provides resources to organizations and programs in order to enhance the system of justice and promote equal justice for all.
What it reported doing in 2025
To enhance the system of justice, the lawyers who serve it and the community served by it by providing funds to charitable organizations. Making monetary contributions to carefully selected orange county law-related organizations.
Operating model
- Revenue model
- Donor-supported. 80% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 86% of its reported program spending out as grants.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 71
- Accountability: 91
- Sustainability: 38
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86.5%; rating input score 86
- Program expense ratio: 87.9%; rating input score 88
- Fundraising efficiency: $13.42 raised per $1 spent on fundraising; rating input score 45; 45th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 1.9%; rating input score 40; 40th percentile among comparable filings
- Total-asset coverage ratio: 1.26; rating input score 47; 47th percentile among comparable filings
- Liabilities to assets ratio: 0.14; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 14.1%; rating input score 24; 24th percentile among comparable filings
Growth
- Program expense growth: 4.6% per year; rating input score 100; 49th percentile among comparable filings
- Revenue growth: 2.8% per year; rating input score 100; 35th percentile among comparable filings
- Asset growth: 2.3% per year; rating input score 100; 32nd percentile among comparable filings
Details
- What they do: 6 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 86.5% of revenue deployed · 87.9% of spending went to programs
- Governance: 17 of 17 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $267K in reported program spending
- Leadership: top reported pay $249K · 20 people listed · 0 of 6 pay-setting controls reported
- Consistency: 21 of 21 current checks pass
- Schedules: 8 filed schedules · includes major donors, grants, and executive pay
- Filing history: 13 filing years from 2013 to 2025
- Contacts: How to reach this organization
- Money network: 13 filed money-flow records
- Related organizations: 14 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Moderate — Financial Efficiency: Fundraising efficiency scored 45/100.
- Review — Accountability: Governance controls: 2 of 9 not reported.
- Moderate — Sustainability: Operating margin scored 40/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 47/100.
- High — Sustainability: Liabilities to assets ratio scored 19/100.
- High — Sustainability: Officer compensation ratio scored 24/100.