CT BAR INSTITUTE INC (EIN 061577626) - 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

2000

Legal Domicile

Principal Officer

LINA LEE

Phone

8602234400

Tax Period

2024-07-01 to 2025-06-30

CT BAR INSTITUTE INC, founded in 2000, is a small nonprofit in the Education sector that reported $899K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

TO OFFER CONTINUING LEGAL EDUCATION TO CONNECTICUT LAWYERS AND THE PUBLIC AS WELL AS TO PROVIDE COMMUNITY OUTREACH.

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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 $195,080

Program Service Revenue $702,875

Investment Income $0

Other Revenue $1,350

TOTAL REVENUE $899,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $494,568

Fundraising Expenses $192,678

Program Expenses $466,131

Other Expenses $430,348

TOTAL EXPENSES $924,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$899,305	$721,463	+0.2%
Expenses	$924,916	$1,067,510	-0.1%
Net Income	$-25,611	$-346,047	-0.9%

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

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

$341,118

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SHEARIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
EMILY GIANQUINTO	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
J PAUL VANCE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARAD SAMY	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID MOORE	SECRETARY	1.00	Officer Director	$0	$0	$0
SARA O'BRIEN	ASSISTANT SECRETARY-TREASU	1.00	Officer Director	$0	$0	$0
KEITH SORESSI	EXECUTIVE DIRECTOR - THROUGH 12/31/24	40.00	Officer	$0	$41,041	$228,024
LINA LEE	EXECUTIVE DIRECTOR - EFFECTIVE 1/1/25	40.00	Officer	$0	$0	$0
CAROL DEJOHN	DIRECTOR OF MEMBER AND MAR	40.00	Officer	$0	$8,886	$113,094

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	$899,305	$924,916	$355,363	$-25,611
2024	$721,463	$1,067,510	$242,747	$-346,047
2023	$438,418	$972,820	$235,208	$-534,402
2022	$504,287	$921,130	$1,187,416	$-416,843
2021	$361,164	$797,028	$1,239,207	$-435,864
2020	$461,229	$745,745	$1,325,891	$-284,516
2019	$716,961	$1,012,820	$1,433,973	$-295,859

CT BAR INSTITUTE INC