Senior Law Resource Center
P.O. Box 1408
William J. Bergner
Oklahoma City OK 73101
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
Senior Law Resource Center
Mission Statement Our Mission: To empower Oklahomans to age with independence, dignity, and security by providing high-quality, affordable legal information, resources, and services.
Oklahoma City University law student and Senior Law Resource Center volunteer James Perryman assists a client with completing her advance directive for health care.
Contact Information
Contact Name William Bergner
Contact email info@senior-law.org
Address P.O. Box 1408
William J. Bergner
Oklahoma City, OK 73101
Phone (405) 528-0858
Fax 405-601-2134
County Oklahoma County
Alternate Address 600 NW 23 St., Suite 202
Oklahoma City OK 73103
How to Give
Other ways to donate, support or volunteer
Mailing a check
In-kind donations
Phone donations
Volunteer on Board
Volunteer for Special Events
Financial Summary
 
 
Projected Revenue $199,000.00
Projected Expenses $198,000.00
History and Background
Supported Organization Senior Law Resource Center, Inc.
Year Founded 2006
IRS Ruling Year 2006
State Registration Expiration Apr 2016
Statements
Mission Our Mission: To empower Oklahomans to age with independence, dignity, and security by providing high-quality, affordable legal information, resources, and services.
Background The Senior Law Resource Center is dedicated to providing legal advice, legal services, and educational materials to the elderly and their caregivers, as well as professionals who work with the elderly.

We offer free materials on the following:

In addition, The Senior Law Resource Center's attorneys are dedicated to providing low-cost services and free advice on the following legal matters:

  • Guardianships
  • Probate Avoidance
  • Wills, Trust, and Estates
  • Medicaid Planning
  • Transferring Property After Death
  • Durable Powers of Attorney
  • Advanced Directives on Healthcare (Living Wills)

Please call or email us with any questions you may have in these areas.

Impact
2011: (1) Served over 1,200 seniors, caregivers, and professionals. (2) Provided 4 legal interns real-world experience
 
2012: (1) Provide 50 hours of pro bono legal services to homebound seniors,  (2) Provide legal information to at least 750 seniors, caregivers, and professionals through publications and presentations (3) Provide at least 750 seniors, caregivers, and professionals free legal consultations.
 
2013:   (1) SLRC attorneys provided 160 hours of pro bono legal services to low-income seniors and caregivers. (2) The SLRC responded to more than 700 legal inquiries and (3) provided legal information to more than 3,000 Oklahomans through presentations, trainings, and publications.
Needs
(1) Donation for Audits to apply for United Way - $10,000 for 2 years ($20,000 total)
(2) Volunteer Board Members
(3) New computers
(4) Capital for a building
 
CEO/Executive Director Statement

Unlike Legal Aid Services of Oklahoma, the Senior Law Resource Center provides elder law services to seniors, caregivers, and professionals in Central Oklahoma regardless of age or income.  Senior Law Resource Center provides free information  and advice on elder law issues to all Oklahomans regardless of age or income.  Senior Law Resource Center attorneys provide services and advice not covered by Legal Aid and receives frequent referrals from Legal Aid Services.

Area Served
Area Served
Geographic Area Served
Central Oklahoma
Programs
Description

Each year, the SLRC responds to almost 1,000 calls and emails from seniors, professionals, and caregivers seeking legal advice.

 

Typical consultations include:

· a hospice social worker calls with questions about whether or not a family caregiver with a durable power of attorney can make decisions about a ventilator and feeding tube;

· a daughter calls on behalf of her mother regarding options for in-home health care;

· a husband contacts our office in frustration when told by hospital staff that he will need to get guardianship over his wife in order to make medical decisions for her.

Strategy
Population Served Aging, Elderly, Senior Citizens
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program.

Short term outcome: Change in attitude

At least 80% of elders and caregivers provided services and brochures report feeling more knowledgeable about home care options, surrogate decision makers, and other elder law issues

Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state.

Intermediate Outcome: Change in Behavior

At least 50% of elderly and caregivers who received information report having taken action based on the information provided (e.g., applied for benefits, completed legal form, etc.)
 
 

Long-term Outcome:Change in Condition

At least 50% of elderly and caregivers receiving advice and information report positive benefits occurred as a result of their actions, such as avoiding going to court to seek guardianship or accessing home health care.

 
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Post surveys with callers and those ordering publications.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success.

“My dad is much more able to focus on caring for my mother since you put him at ease about planning for what might happen next. You provided helpful information – but even more, your gracious words and calm demeanor gave him some much-needed encouragement.

“If you can think of a way that I might be helpful to SLRC, please let me know. I’ve become a big fan!”

Email sent by client’s son

 
 
 
Description

The Senior Law Resource Center (SLRC) provides educational brochures and presentations to promote thoughtful and informed decision-making regarding elder law issues important to seniors, caregivers, and professionals.

 

Another critical component of the SLRC’s public education efforts is our Elder Law Internship program. Over the last five years, we have worked with  student interns from Oklahoma law schools. Some of these students receive a stipend, while others complete unpaid internships for academic credit.
Strategy
Population Served Aging, Elderly, Senior Citizens
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program.

 

Short-term Outcome: Change in Awareness

At least 80% of elders and caregivers provided presentations brochures report feeling more knowledgeable about home care options, surrogate decision makers, and other elder law issues

 

Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state.

Intermediate Outcome: Change in Behavior

At least 50% of elderly and caregivers who received information report having taken action based on the information provided (e.g., applied for benefits, completed legal form, etc.)
 

Long-term Outcome:Change in Condition

At least 50% of elderly and caregivers receiving advice and information report positive benefits occurred as a result of their actions, such as avoiding going to court to seek guardianship or accessing home health care.

 
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Post surveys of participants.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success.

“The chance to intern at the Oklahoma Senior Law Resource Center has been an opportunity of a lifetime. Before beginning my internship I had a pretty good idea that I wanted to pursue a career in Elder Law. After spending the semester assisting Jill Watskey and Catheryn Koss my experiences only solidified my career goal. From learning how to properly screen clients, file court documents, and draft durable power of attorney forms, I learned more than I ever could in the classroom.

 

“Not only did I learn about the technicalities of running a successful legal non-profit, I also learned how to deal with emotional clients and stressful situations. These are the things that a traditional legal education doesn’t teach you. Thank you for giving me the opportunity to be a part of the Senior Law Resource Center.”

Monica Tanzey, former intern

Description

Attorneys for the SLRC provide free legal services to low-income homebound seniors, low–income elders confined to facilities, and their families and caregivers. Attorneys visit these clients in their home or the facilities in which they live to ensure all seniors, despite mobility constraints, receive high-quality legal services and advice.

Strategy
Population Served Aging, Elderly, Senior Citizens
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program.

Short-term Outcome: Change in Awareness

At least 80% of elders and caregivers provided services report feeling more knowledgeable about home care options, surrogate decision makers, and other elder law issues

Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state.

Long-term Outcome:Change in Condition

At least 50% of elderly and caregivers receiving services report positive benefits occurred as a result of those services, such as avoiding going to court to seek guardianship or accessing home health care.

Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success.

Within months of her diagnosis, Rose received news that her cancer spread. . Rose would gradually lose her strength and mind as the disease took over her body. Rose’s thoughts raced. Rose spoke to her adult daughter, who immediately sold her home and personal possessions to move in to Rose’s home. But, soon Rose’s daughter learned how difficult it was to care for someone else. No one would allow her to review Rose's medical bills, purchase insurance, or even speak to them about paying her debts.

At a loss for what to do, Rose contacted the attorneys at the Senior Law Resource Center. The SLRC provided documents to Rose that allowed her daughter to care for and speak to others for her. The SLRC also helped Rose repay her daughter’s generosity by helping her leave her home to her daughter after her death. Now, Rose’s daughter does not encounter problems caring for Rose anymore. She can focus on caring for and spending time with Rose in Rose’s final days.

Description The Pro Se Legal clinic is conducted in the Law Library at the Oklahoma County Courthouse to assist seniors and caregivers who are representing themselves in Probate and Guardianship cases. We have been able to help people determine the need for probate and procedures for probate and guardianships.
Strategy
Population Served Aging, Elderly, Senior Citizens Adults General/Unspecified
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. Initially we have been able help people determine whether they need a probate case to transfer property to heirs and also give suggestions and assist in preparation of proper paperwork for hearings.
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state. Help people determine the need for probate, guardianships, decision documents for elders and care givers.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. We have contacted people and done surveys to find out if the people were given useful and timely advice and direction. All respondents were very satisfied with the advice and felt they knew more of what was needed and how to proceed to accomplish what was necessary.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. We have been able to advise some people that a probate is not necessary, thereby saving filing fees and also helping with forms to transfer property without the need for probate or court intervention.
Comments on Programs
CEO/Executive Director/Board Comments The Senior Law Resource Center will focus on diversifying its board and providing paid Continuing Education opportunities and an event in 2015 to expand its funding sources.
CEO/Executive Director
CEO/Executive Director William Bergner
Start Date June 2015
Email wbergner@senior-law.org
Experience William Bergner joined the Senior Law Resource Center in March 2015 as a staff attorney, manager of the Pro Se Clinic and was selected as Executive Director in June 2015 upon the resignation of the Executive Director. Mr. Bergner brings over 30 years of legal experience to the Senior Law Resource Center. Mr. Bergner received his legal education at the University of Oklahoma Law School and his undergraduate education at the University of North Dakota.
Staff
Number of Full-time Staff 2
Number of Part-time Staff 1
Number of Contract Staff 0
Number of Volunteers 0
Staff Retention Rate 50
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Staff Demographics - Ethnicity
Caucasian 3
Hispanic/Latino 0
Staff Demographics - Gender
Male 2
Female 1
Organizational Plans
Fundraising Plan Yes
Policy against commission-based compensation for fundraising consultant Yes
Communication Plan Under Development
Strategic Plan Yes
Number of Years Strategic Plan Considers 2
Date Strategic Plan Adopted Jan 2013
Management Succession Plan Yes
Organization Policies and Procedures Under Development
Collaborations

The SLRC has strong ties to organizations and agencies in the aging network. We have successfully collaborated on projects with Legal Aid of Oklahoma, Oklahoma Health Care Ethics Association, the Oklahoma Palliative Care Resource Center, and Sunbeam Family Services, to name just a few. Due to our positive reputation in the community, we frequently receive referrals from these organizations as well as Adult Protective Services and other government and non-profit organizations. Legal Aid, DHS Aging Services Division, hospices, long-term care facilities, and other organizations regularly distribute our educational materials.

In addition to the iFund grant, the SLRC has applied for additional resources to support this initiative from the Kerr Foundation, Hospice Foundation, Kirkpatrick Family Fund, Inasmuch Foundation, Bank of Oklahoma Foundation, and the Oklahoma Bar Foundation. Additionally, through funding from the Oklahoma Bar Foundation, SLRC provides student interns from OU and OCU law schools with the opportunity to work with attorneys to provide advice and assistance to elderly individuals. SLRC will leverage the funds provided by the Oklahoma Bar Foundation and the other participating foundations to further expand its services to homebound seniors and caregivers.

Risk Management Provisions
Accident and Injury Coverage
General Property Coverage
Professional Liability
Workers Compensation and Employers' Liability
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Comments on Staff & Management
CEO/Executive Director/Board Comments The Senior Law Resource Center is currently revising and instituting new policies and plans for the organization.
Board Chair
Name Shannon Taylor
Company Affiliation Shannon Taylor Law
Term Apr 2014 to Apr 2016
Email staylor@staylorlaw.com
Board of Directors
List Current as of Jan 15, 2015
Board of Directors List
NameAffiliationStatus
Kerry Bond Voting
Shirley Cox Voting
Norma Goff R.N., M.S.Voting
Emily Hufnagel First Serve
Isai Molina Voting
Andrea Monachella MidFirst Bank
Shannon Taylor Voting
Katie Woodward Oklahoma ABLE Tech
Board Demographics - Ethnicity
African American/Black 1
Caucasian 6
Hispanic/Latino 1
Board Demographics - Gender
Male 1
Female 7
Governance
Board Term Lengths 3 years
Percentage of Board Making Monetary Contributions to the Organization 100 %
Percentage of Board Making In-Kind Contributions to the Organization 50 %
Board Orientation Yes
Constituency Includes Client Representation Yes
Written Board Selection Criteria? Yes
Comments on Board & Governance
CEO/Executive Director/Board Comments The Senior Law Resource Center is currently seeking to grow and diversify its Board.If you are interested in learning more, please contact William Bergner at 405-528-0858.
Current Fiscal Year
Fiscal Year Jan 01, 2015-Dec 31, 2015
Current Year Budgeted Total Income $199,000
Current Year Budgeted Total Expenses $198,000
IRS Letter of Determination
Prior Three Years' Financial History
Expense Allocation
Fiscal Year201320122011
Program Expense$97,327$104,231$89,569
Administration Expense$16,867$24,775$15,974
Fundraising Expense------
Payments to Affiliates------
Total Revenue/Total Expenses1.011.261.09
Program Expense/Total Expenses85%81%85%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201320122011
Total Assets$87,197$86,044$52,574
Current Assets$37,071$33,470$35,455
Long-Term Liabilities------
Current Liabilities------
Total Net Assets$87,197$86,044$52,574
Solvency
Short Term Solvency
Fiscal Year201320122011
Current Ratio: Current Assets/Current Liabilities------
Long Term Solvency
Fiscal Year201320122011
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201320122011
Top Funding Source & Dollar AmountFoundations & Corporations $51,842Foundations & Corporations $109,552Foundations & Corporations $61,425
Second Highest Funding Source & Dollar AmountEarned Revenue $40,742Earned Revenue $48,365Earned Revenue $53,148
Third Highest Funding Source & Dollar AmountOther $20,446Other $4,550Other $443
Endowment? No
Endowment Spending Policy N/A
Credit Line? No
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next Five Years? Yes
Comments on Financials
CEO/Executive Director/Board Comments Our biggest challenge currently is engaging our donors and decreasing our need for foundation funds.  We are finally in a position where our Executive Director can focus full-time on development of donor programs and diversifying funding.  He is no longer devoting the majority of his time to client services, thanks to the generosity of a donor who provided us a new attorney in July of 2014.
Foundation Staff Comments All prior year financial information is from IRS Form 990s.
Address P.O. Box 1408
William J. Bergner
Oklahoma City, OK 73101
Primary Phone 405 528-0858
Contact Email info@senior-law.org
CEO/Executive Director William Bergner
Board Chair Shannon Taylor
Board Chair Company Affiliation Shannon Taylor Law