WESTCHESTER COUNTY BAR ASSOCIATION (EIN 132502255) - 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

1896

Legal Domicile

Principal Officer

ANDREW SCHRIEVER

Phone

9147613707

Tax Period

2023-01-01 to 2023-12-31

WESTCHESTER COUNTY BAR ASSOCIATION, founded in 1896, is a small nonprofit that reported $497K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $550K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE CULTIVATION OF THE SCIENCE OF JURISPRUDENCE, PROMOTING REFORMS IN THE LAW, FACILITATING THE ADMINISTRATION OF JUSTICE, ELEVATING THE LEVEL OF INTEGRITY, HONOR AND COURTESY IN THE LEGAL PROFESSION AND CHERISHING THE SPIRIT OF BROTHERHOOD AMONG THE MEMBERS THEREOF.

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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 $45,612

Program Service Revenue $404,877

Investment Income $30,509

Other Revenue $16,419

TOTAL REVENUE $497,417

Expense Breakdown

Grants Paid $150

Salaries & Benefits $297,429

Fundraising Expenses $0

Other Expenses $252,546

TOTAL EXPENSES $550,125

Year-over-Year Comparison

	2023	2022	Change
Revenue	$497,417	$561,876	-0.1%
Expenses	$550,125	$535,878	+0.0%
Net Income	$-52,708	$25,998	-3.0%

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

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

$140,825

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW SCHRIEVER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES K LANDAU	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
BRIAN COHEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT HERTMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DENISE WARD	VICE PRESIDENT (THRU 4/23)	1.00	Officer Director	$0	$0	$0
MARC SHERIDAN	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN BELTRAN	SECRETARY	1.00	Officer Director	$0	$0	$0
HON JOHN PAPPALARDO	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
DOLORES GEBHARDT	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES L HYER IMMEDIATE	PAST PRESIDENT (THRU 4/23)	1.00	Officer Director	$0	$0	$0
BRIAN BELOWICH	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW DONOVAN	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN ENGEL	DIRECTOR (THRU 2/23)	1.00	Director	$0	$0	$0
HON LISSETTE FERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL FRIEDMAN	DIRECTOR (THRU 4/23)	1.00	Director	$0	$0	$0
HON DESMOND C LYONS	DIRECTOR	1.00	Director	$0	$0	$0
HON KYLE MCGOVERN	DIRECTOR	1.00	Director	$0	$0	$0
FRANCESCA MOUNTAIN	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR MULLER III ESQ	DIRECTOR	1.00	Director	$0	$0	$0
ISABEL DICHIARA	EXECUTIVE DIRECTOR	40.00	Officer	$131,000	$9,825	$140,825

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	No data	No data	No data	No data
2023	$497,417	$550,125	$1,477,684	$-52,708
2022	$561,876	$535,878	$1,468,129	$25,998
2021	$681,714	$431,654	$1,646,990	$250,060
2020	$517,014	$497,700	$1,455,036	$19,314
2019	$552,809	$653,172	$1,292,573	$-100,363
2018	$601,414	$571,014	$1,236,439	$30,400

WESTCHESTER COUNTY BAR ASSOCIATION