Richmond County Bar Association CO Loretta Aquino CPA (EIN 132581876) - 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

1983

Legal Domicile

Phone

7183516565

Tax Period

2025-01-01 to 2025-12-31

Richmond County Bar Association CO Loretta Aquino CPA, founded in 1983, is a small nonprofit that reported $280K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year.

Mission

Operation of a professional association for area members admitted to the Bar.Activities include educational seminars,conferences, member events,and public relations programs.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $273,240

Investment Income $7,153

Other Revenue $0

TOTAL REVENUE $280,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,295

Fundraising Expenses $0

Other Expenses $246,117

TOTAL EXPENSES $288,412

Year-over-Year Comparison

	2025	2024	Change
Revenue	$280,393	$323,946	-0.1%
Expenses	$288,412	$363,912	-0.2%
Net Income	$-8,019	$-39,966	-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

Volunteers

100

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
Charles C DeStefano	President-Elect	5.00	Officer Director	$0	$0	$0
Nicholas Agostino	Director	0.00	Director	$0	$0	$0
Courtney Begley	Director	0.00	Director	$0	$0	$0
Michael DeSantis	Director	0.00	Director	$0	$0	$0
Patrick F Bisogno	Director	0.00	Director	$0	$0	$0
Vincent Albunio	President	10.00	Officer Director	$0	$0	$0
Nicole Ajello-Merlino	Director	0.00	Director	$0	$0	$0
Robert E Brown	Director	0.00	Director	$0	$0	$0
Leslie Kasengrande	Treasurer	5.00	Officer Director	$0	$0	$0
Patrick V Parrotta	Director	0.00	Director	$0	$0	$0
Yan Katsnelson	Secretary	5.00	Officer Director	$0	$0	$0
Eve L Newman	Director	0.00	Director	$0	$0	$0
Grace Chamoun Taranto	Director	0.00	Director	$0	$0	$0
Karen Soren	Past President	5.00	Officer Director	$0	$0	$0
Brian O'Connor	Director	0.00	Director	$0	$0	$0
Susan O'Shaughnessy	Director	0.00	Director	$0	$0	$0
Joseph Votto	Director	0.00	Director	$0	$0	$0
Timothy Forsyth	Director	0.00	Director	$0	$0	$0
Brendan Tracy	Director	0.00	Director	$0	$0	$0
Christopher R Travis	Director	0.00	Director	$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
2025	$280,393	$288,412	$239,302	$-8,019
2024	No data	No data	No data	No data
2023	$224,667	$259,617	$287,287	$-34,950
2022	$210,517	$211,812	$322,237	$-1,295
2021	$93,772	$125,075	$323,532	$-31,303
2020	$88,207	$91,020	$354,835	$-2,813
2019	$247,747	$258,398	$358,836	$-10,651
2018	$237,897	$260,284	$373,179	$-22,387

Richmond County Bar Association CO Loretta Aquino CPA