MIDDLESEX COUNTY BAR ASSOCIATION I… - Form 990 Financial Data

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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

1914

Legal Domicile

Principal Officer

JONATHAN COWLES

Phone

7328283433

Tax Period

2024-06-01 to 2025-05-31

MIDDLESEX COUNTY BAR ASSOCIATION INC, founded in 1914, is a small nonprofit that reported $493K in total revenue in fiscal year 2024.

Mission

The Middlesex County Bar Association is a professional assoc. committed to serving the Middlesex County legal community and the general public. The MCBA seeks to enhance member satisfaction by providing a variety of services that stimulate professional growth and personal contacts, assist in the practice of law and public service.

Program Service Accomplishments

Program 1

Expenses: $486,873

THE MCBA PROVIDES A VARIETY OF SERVICES THAT STIMULATE PROFESSIONAL GROWTH AND PERSONAL CONTACTS, ASSIST IN THE PRACTICE OF LAW AND PROVIDE OPPORTUNITY FOR MEANINGFUL PUBLIC SERVICE. THESE SERVICES...

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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 $0

Program Service Revenue $476,961

Investment Income $187

Other Revenue $16,351

TOTAL REVENUE $493,499

Expense Breakdown

Grants Paid $0

Salaries & Benefits $252,934

Fundraising Expenses $0

Program Expenses $486,873

Other Expenses $233,939

TOTAL EXPENSES $486,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$493,499	$480,100	+0.0%
Expenses	$486,873	$474,833	+0.0%
Net Income	$6,626	$5,267	+0.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN COWLES	EXECUTIVE DIRECTOR	040.00	Officer Director	$0	$0	$0
MARC S GAFFREY	PRESIDENT	005.00	Officer Director	$0	$0	$0
GEORGE J SHAMY JR	PRESIDENT - ELECT	005.00	Officer Director	$0	$0	$0
RACHEL E HOLT	FIRST VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
RAUL E MENAR	SECOND VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
VALERIE JACKSON	TREASURER	005.00	Officer Director	$0	$0	$0
ELIZABETH ROZIN-GOLINDER	SECRETARY	005.00	Officer Director	$0	$0	$0
MEGHA R THAKKAR	IMMEDIATE PAST PRESIDENT	005.00	Officer Director	$0	$0	$0
ALYSSA BARTHOLOMEW	TRUSTEE	005.00	Director	$0	$0	$0
CHRISTIAN P FLEMING	TRUSTEE	005.00	Director	$0	$0	$0
DAVID B GREENFIELD	TRUSTEE	005.00	Director	$0	$0	$0
JOSEPH MARABONDO	TRUSTEE	005.00	Director	$0	$0	$0
CHRISTINE F MARKS	TRUSTEE	005.00	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	$493,499	$486,873	$169,638	$6,626
2024	$480,100	$474,833	$162,780	$5,267
2023	$522,440	$557,019	$157,513	$-34,579
2022	$399,310	$463,411	$191,957	$-64,101
2021	$491,814	$362,035	$255,499	$129,779
2020	$361,113	$406,013	$125,741	$-44,900
2019	$460,794	$432,448	$170,597	$28,346

MIDDLESEX COUNTY BAR ASSOCIATION INC