MASSACHUSETTS BAR ASSOCIATION (EIN 041589785) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

Principal Officer

MARC MOCCIA

Phone

6173380500

Tax Period

2024-09-01 to 2025-08-31

MASSACHUSETTS BAR ASSOCIATION, founded in 1911, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2024. Net assets of $23.8M represent 64 months of operating reserves.

Mission

TO SERVE THE LEGAL PROFESSION AND THE PUBLIC BY PROMOTING THE ADMINISTRATION OF JUSTICE, LEGAL EDUCATION, PROFESSIONAL EXCELLENCE AND RESPECT FOR THE LAW.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,102,302

Program Service Revenue $860,961

Investment Income $1,128,615

Other Revenue $377,529

TOTAL REVENUE $4,469,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,788,128

Fundraising Expenses $0

Program Expenses $2,951,554

Other Expenses $1,631,696

TOTAL EXPENSES $4,419,824

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,469,407	$4,503,921	0.0%
Expenses	$4,419,824	$4,421,930	0.0%
Net Income	$49,583	$81,991	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$713,718

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTORIA M SANTORO MAIR	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL H HAYDEN	PRESIDENT- ELECT	2.00	Officer Director	$0	$0	$0
SAMUEL A SEGAL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SHAYLA MOMBELEUR	TREASURER	2.00	Officer Director	$0	$0	$0
MARC A MOCCIA	SECRETARY	2.00	Officer Director	$0	$0	$0
DENIS SQUILLANTE	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGIA K CRITSLEY	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
HON BONNIE H MACLEOD RET	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
JANE EDEN	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL J KLEHM	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
MARISSA N SOTO-ORTIZ	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
MARSHA V KAZAROSIAN	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
MARTIN F KANE II	EXEC MGT BOARD MEMBER	1.00	Director	$0	$0	$0
SHAMPAGNE ROBINSON	EXEC MGT BOARD MEMBER (TO 8/25)	1.00	Director	$0	$0	$0
MARTIN W HEALY	CHIEF OPERATING OFFICER & CHIEF LEGAL COUNSEL	40.00	Officer	$517,625	$78,811	$596,436
MARK DOHERTY	DIRECTOR, FISCAL OPERATIONS	40.00	Officer	$117,282	$0	$117,282
PATRICIA O WALSH	EXEC. VICE PRESIDENT, MBA INSURANCE AGENCY	40.00	Highest	$271,494	$47,642	$319,136
LISA FERRARA	DIRECTOR, MEMBERSHIP & PROGRAMS	40.00	Highest	$137,000	$26,297	$163,297
DON BOTTS	DIRECTOR OF INFORMATION TECHNOLOGY	40.00	Highest	$128,800	$34,295	$163,095
JASON SCALLY	DIRECTOR COMMUNICATIONS & MEDIA	40.00	Highest	$130,000	$39,449	$169,449
TERENCE WELSH	PRESIDENT, MBA INSURANCE AGENCY	40.00	Highest	$545,158	$73,563	$618,721

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,469,407	$4,419,824	$25,595,374	$49,583
2024	$4,503,921	$4,421,930	$25,737,880	$81,991
2023	$4,380,954	$4,610,972	$25,388,452	$-230,018
2022	$4,133,161	$4,157,421	$25,521,888	$-24,260
2021	$4,719,314	$4,074,146	$26,100,384	$645,168
2020	$4,144,387	$4,193,026	$25,413,509	$-48,639
2019	$5,036,629	$4,450,966	$24,973,073	$585,663
2018	$4,766,345	$4,289,659	$24,701,619	$476,686

MASSACHUSETTS BAR ASSOCIATION