THE NEW YORK BAR FOUNDATION (EIN 146029915) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

HON CHERYL E CHAMBERS

Phone

5184875651

Tax Period

2025-01-01 to 2025-12-31

THE NEW YORK BAR FOUNDATION, founded in 1950, is a community nonprofit in the Crime & Legal sector that reported $1.5M in total revenue in fiscal year 2025. Revenue fell 42% from the prior year — a significant decline worth monitoring. Net assets of $13.5M represent 105 months of operating reserves.

Mission

THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO ADVANCE LEGAL RESEARCH AND (CONTINUTED ON SCHEDULE O) EDUCATION, TO IMPROVE THE ADMINISTRATION OF JUSTICE, TO PROMOTE PROFESSIONAL ETHICS AND RESPONSIBILITY AND SERVICE TO THE PUBLIC. TO CULTIVATE THE PRESERVATION OF THE HISTORY AND TRADITIONS OF THE LAW, THE COURTS AND THE LEGAL PROFESSION. TO ENCOURAGE BETTER PUBLIC UNDERSTANDING OF OUR LEGAL HERITAGE. TO AID IN MAKING LEGAL INSTITUTIONS MORE RESPONSIVE TO THE PUBLIC INTEREST. TO SPONSOR STUDIES, CONFERENCES, PUBLICATIONS, AND ANY AND ALL OTHER MEANS OF DISCOURSE, COMMUNICATION, AND EXCHANGE OF IDEAS APPROPRIATE TO THE FOREGOING.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,146,231

Program Service Revenue $0

Investment Income $557,069

Other Revenue $-167,398

TOTAL REVENUE $1,535,902

Expense Breakdown

Grants Paid $912,798

Salaries & Benefits $0

Fundraising Expenses $351,645

Program Expenses $1,013,607

Other Expenses $627,832

TOTAL EXPENSES $1,623,130

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,535,902	$2,640,656	-0.4%
Expenses	$1,623,130	$1,966,592	-0.2%
Net Income	$-87,228	$674,064	-1.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$395,861

Total Directors

$395,861

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRY LEVIN WALLACH	DIRECTOR	5.00	Director	$0	$0	$0
ROSS KARTEZ	DIRECTOR	2.00	Director	$0	$0	$0
M SALMAN RAVALA	DIRECTOR	2.50	Director	$0	$0	$0
KIMBERLY WOLF PRICE	DIRECTOR	2.00	Director	$0	$0	$0
JOHN NONNA	DIRECTOR	0.50	Director	$0	$0	$0
CARLA M PALUMBO	IMMEDIATE PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
HON CHERYL E CHAMBERS	PRESIDENT	15.00	Officer Director	$0	$0	$0
C BRUCE LAWRENCE	TREASURER	2.00	Officer Director	$0	$0	$0
PAMELA MCDEVITT	SECRETARY	0.50	Officer Director	$0	$38,530	$395,861
LUCIA B WHISENAND	ASST. SECRETARY	2.00	Officer Director	$0	$0	$0
SUSAN B LINDENAUER	CHIEF PUBLICITY OFFICER	5.00	Officer Director	$0	$0	$0
JAMES R BARNES	CHAIR OF THE FELLOWS	2.00	Officer Director	$0	$0	$0
JUNE M CASTELLANO	DIRECTOR	2.00	Director	$0	$0	$0
JOHN P CHRISTOPHER	DIRECTOR	2.00	Director	$0	$0	$0
ILENE S COOPER	DIRECTOR	5.00	Director	$0	$0	$0
DONALD C DOERR	VICE CHAIR OF THE FELLOWS	3.00	Director	$0	$0	$0
VINCENT E DOYLE III	DIRECTOR	1.00	Director	$0	$0	$0
GIOIA A GENSINI	DIRECTOR	1.50	Director	$0	$0	$0
JAMES B KOBAK JR	DIRECTOR	3.00	Director	$0	$0	$0
ELLEN G MAKOFSKY	ASSISTANT TREASURER	0.50	Officer Director	$0	$0	$0
ELLIS R MIRSKY	DIRECTOR	0.50	Director	$0	$0	$0
MIRNA M SANTIAGO	DIRECTOR	2.00	Director	$0	$0	$0
DAVID M SCHRAVER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
LAUREN E SHARKEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID C SINGER	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN J WACHTLER	VICE CHAIR OF THE FELLOWS	5.00	Director	$0	$0	$0
WILLIAM T RUSSELL JR	DIRECTOR	5.00	Officer 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	$1,535,902	$1,623,130	$13,475,857	$-87,228
2024	No data	No data	No data	No data
2023	$1,102,253	$1,525,379	$12,412,723	$-423,126
2022	$633,550	$1,452,020	$11,884,386	$-818,470
2021	$1,758,419	$1,260,073	$14,786,501	$498,346
2020	$1,208,516	$1,289,890	$13,972,865	$-81,374
2019	$1,090,346	$1,250,996	$13,274,670	$-160,650
2018	$1,201,627	$1,267,292	$12,426,784	$-65,665

THE NEW YORK BAR FOUNDATION