WESTCHESTER COUNTY BAR ASSOCIATION

EIN: 132502255

WHITE PLAINS, NY

Total Revenue
$497,417
Total Expenses
$550,125
Total Assets
$1,477,684
Net Assets
$1,471,077
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1896
Legal Domicile
NY
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 PURPOSE OF THE ASSOCIATION IS TO PROMOTE THE ENDS OF JUSTICE, TO CULTIVATE THE SCIENCE OF JURISPRUDENCE, TO MAINTAIN THE AVAILABILITY OF THE LAW TO ALL WHO SEEK REDRESS, TO FACILITATE THE ADMINISTRATION OF JUSTICE, TO ELEVATE THE STANDARD OF INTEGRITY, HONOR, COMPETENCE AND COURTESY IN THE LEGAL PROFESSION, AND TO PARTICIPATE WITH ALL MEMBERS OF SOCIETY IN SEEKING AND PERFECTING THE COMMON GOOD.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

NETWORKING EVENTS: THE WCBA PROVIDES LAWYERS WITH LARGE AND SMALLER NETWORKING EVENTS. THE ANNUAL BANQUET DRAWS MORE THAN 350 ATTENDEES, THE ANNUAL MEETING/PRESIDENTS DINNER DRAWS OVER 150, THE GOLF...

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NETWORKING EVENTS: THE WCBA PROVIDES LAWYERS WITH LARGE AND SMALLER NETWORKING EVENTS. THE ANNUAL BANQUET DRAWS MORE THAN 350 ATTENDEES, THE ANNUAL MEETING/PRESIDENTS DINNER DRAWS OVER 150, THE GOLF OUTING SELLS OUT AND THE HOLIDAY PARTY HAS AN ATTENDANCE OF ALMOST 125. THESE EVENTS BUILD A SENSE OF COMMUNITY FOR THE LEGAL PROFESSION AND AN OPPORTUNITY TO GAIN PROFESSIONAL REFERRALS.

Program 2
Expenses: $0 Revenue: $0

PUBLIC OUTREACH: THE WCBA'S LAWYER REFERRAL SERVICE ("LRS") PROVIDES THE PUBLIC WITH THE NAMES OF ATTORNEYS WHO ARE QUALIFIED IN THE AREA OF THE PUBLIC'S NEED. THE ATTORNEYS AGREE TO WORK AT AN...

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PUBLIC OUTREACH: THE WCBA'S LAWYER REFERRAL SERVICE ("LRS") PROVIDES THE PUBLIC WITH THE NAMES OF ATTORNEYS WHO ARE QUALIFIED IN THE AREA OF THE PUBLIC'S NEED. THE ATTORNEYS AGREE TO WORK AT AN INITIAL CONSULTATION FEE OF $40. THERE IS NO CHARGE DIRECTLY TO THE POTENTIAL CLIENT FROM LRS, BUT THE ATTORNEYS PAY A FEE TO BE ON THE LRS LIST. A PORTION OF THE FEES EARNED BY THE ATTORNEYS IS REMITTED TO THE ASSOCIATION. THE ANNUAL MOCK TRIAL COMPETITION ALLOWS ABOUT 20 HIGH SCHOOL STUDENT TEAMS THE OPPORTUNITY TO GAIN EXPERIENCE ARGUING A CASE BEFORE VOLUNTEER LAWYERS & JUDGES IN COURTROOMS AND COMPETE FOR PRIZES.

Program 3
Expenses: $0 Revenue: $0

CONTINUING EDUCATION: THE WCBA PRESENTS ABOUT 50 CONTINUING LEGAL EDUCATION SEMINARS ON TOPIC AREAS RELEVANT TO ALL AREAS OF LAW PRACTICE. THEY ARE WELL RECEIVED AND WELL ATTENDED.

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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%)

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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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Governance

Voting Members
16
Independent Members
16
Employees
5
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
11
$140,825
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
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
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