NEW HAVEN COUNTY BAR ASSOCIATION INC (EIN 060932935) - 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

1994

Legal Domicile

Principal Officer

AMY CHEATHAM

Phone

2035629652

Tax Period

2023-10-01 to 2024-09-30

NEW HAVEN COUNTY BAR ASSOCIATION INC, founded in 1994, is a small nonprofit that reported $307K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $294K left a modest 4% surplus.

Mission

SERVE THE LEGAL PROFESSION AND PROMOTE THE ADMINISTRATION OF JUSTICE

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $305,723

Investment Income $971

Other Revenue $0

TOTAL REVENUE $306,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $293,640

TOTAL EXPENSES $293,640

Year-over-Year Comparison

	2023	2022	Change
Revenue	$306,694	$373,487	-0.2%
Expenses	$293,640	$293,629	+0.0%
Net Income	$13,054	$79,858	-0.8%

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

N/A

Volunteers

150

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS R NELSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
LOUIS A ANNECCHINO	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
ELWYN BREWSTER QUIRK	TREASURER	1.00	Officer Director	$0	$0	$0
ALLISON R JACOBS	SECRETARY	1.00	Officer Director	$0	$0	$0
AMANDA C NUGENT	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL BURNS	DIRECTOR	1.00	Director	$0	$0	$0
AMINA CONNELLY	DIRECTOR	1.00	Director	$0	$0	$0
TADGH DOOLEY	DIRECTOR	1.00	Director	$0	$0	$0
CONOR DUFFY	DIRECTOR	1.00	Director	$0	$0	$0
MAKANA ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
BEN GETTINGER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES HENKE	DIRECTOR	1.00	Director	$0	$0	$0
HON MICHAEL KAMP	DIRECTOR	1.00	Director	$0	$0	$0
PHIL KENT	DIRECTOR	1.00	Director	$0	$0	$0
ANNISA KLAPPROTH	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW KNOTT	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD LEVINE	DIRECTOR	1.00	Director	$0	$0	$0
PENNY MASON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PARESE	DIRECTOR	1.00	Director	$0	$0	$0
TIM POTHIN	DIRECTOR	1.00	Director	$0	$0	$0
JOE PORTO	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIANNA SCIARRA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SGAMBATI	DIRECTOR	1.00	Director	$0	$0	$0
SHARI-LYNNE CUOMO SHORE	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS SMITH	DIRECTOR	1.00	Director	$0	$0	$0
NANCY VALENTINO	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN WOLF	DIRECTOR	1.00	Director	$0	$0	$0
AMY CHEATHAM	EXECUTIVE DIRECTOR (LUTINE	10.00	Officer	$0	$0	$0

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
2024	$306,694	$293,640	$258,684	$13,054
2023	$373,487	$293,629	$218,560	$79,858
2022	$307,484	$275,787	$186,430	$31,697
2021	$285,859	$260,098	$220,199	$25,761
2020	$283,596	$277,132	$153,056	$6,464
2019	$356,583	$347,702	$123,146	$8,881
2018	$344,562	$345,226	$120,749	$-664

NEW HAVEN COUNTY BAR ASSOCIATION INC