MONMOUTH BAR ASSOCIATION (EIN 221989232) - 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

1908

Legal Domicile

Phone

7324315544

Tax Period

2024-06-01 to 2025-05-31

MONMOUTH BAR ASSOCIATION, founded in 1908, is a small nonprofit that reported $164K in total revenue in fiscal year 2024. Expenses of $184K exceeded revenue, resulting in a 12% operating deficit.

Mission

BAR ASSOCIATION ACTIVITIES

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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 $108,745

Program Service Revenue $0

Investment Income $0

Other Revenue $55,416

TOTAL REVENUE $164,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,159

Fundraising Expenses $0

Program Expenses $1,148

Other Expenses $75,957

TOTAL EXPENSES $184,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,161	$169,671	0.0%
Expenses	$184,116	$182,436	+0.0%
Net Income	$-19,955	$-12,765	+0.6%

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

N/A

Employees

Volunteers

N/A

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

$88,538

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACEY A SETTIPANE	Executive Dir.	40.00	Director	$88,538	$0	$88,538
JONATHAN GOLDSMITH COHEN	SECONDARY VICE	8.00	Director	$0	$0	$0
AMANDA DALTON CLARK	Secretary	8.00	Director	$0	$0	$0
PATRICIA B ADAMS	President	8.00	Director	$0	$0	$0
JAMES J ULIANO	PRESIDENT-ELECT	8.00	Director	$0	$0	$0
RICHARD P LOMURRO	FIRST VICE-PRES	8.00	Director	$0	$0	$0
KIMBERLY M GILHOOLY	Treasurer	8.00	Officer	$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	$164,161	$184,116	$49,320	$-19,955
2024	$169,671	$182,436	$50,277	$-12,765
2023	$134,001	$171,407	$63,042	$-37,406
2022	$208,482	$176,492	$100,448	$31,990
2021	$151,335	$162,126	$68,458	$-10,791

MONMOUTH BAR ASSOCIATION