MONTGOMERY BAR ASSOCIATION (EIN 230888123) - 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

1930

Legal Domicile

Principal Officer

DENISE VICARIO

Phone

6102799660

Tax Period

2023-01-01 to 2023-12-31

MONTGOMERY BAR ASSOCIATION, founded in 1930, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023. Expenses of $2.2M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO PROMOTE THE PROMPT AND EFFICIENT ADMINISTRATION OF JUSTICE, EQUAL ACCESS TO LEGAL 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,769,191

Investment Income $110,316

Other Revenue $38,404

TOTAL REVENUE $1,917,911

Expense Breakdown

Grants Paid $35,311

Salaries & Benefits $814,243

Fundraising Expenses $0

Program Expenses $1,302,260

Other Expenses $655,981

TOTAL EXPENSES $2,150,675

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,917,911	$1,899,975	+0.0%
Expenses	$2,150,675	$2,034,603	+0.1%
Net Income	$-232,764	$-134,628	+0.7%

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

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

$186,834

Total Directors

$186,834

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENISE VICARIO	EXECUTIVE DIRECTOR	45.00	Officer Director	$175,500	$11,334	$186,834
SARINIA FEINMAN	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JUSTIN A BAYER	PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA A SHEARMAN	PRESIDENT- ELECT	1.00	Officer Director	$0	$0	$0
SETH WILSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
COLIN O'BOYLE	TREAUSRER	1.00	Officer Director	$0	$0	$0
JOSEPH WALSH	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK D TURETSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
ETHAN O'SHEA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY KAY KELM	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICE M TURENNE	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY GREER HIPPLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JIMMY CHONG	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DOWNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON EDWARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK FISCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
CARY HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN HAN	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA HOBBS	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN HUGHES	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLEY MENZANO FAZZINI	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDI RUBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA SALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES SCHU	BOARD MEMBER	1.00	Director	$0	$0	$0
ANITA SETH	BOARD MEMBER	1.00	Director	$0	$0	$0
AAROM WEEMS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES MATHIAS	DIRECTOR MARKETING	45.00	Highest	$100,500	$18,000	$118,500

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	$1,917,911	$2,150,675	$3,080,134	$-232,764
2022	$1,899,975	$2,034,603	$3,236,244	$-134,628
2021	$1,849,760	$1,967,949	$3,805,202	$-118,189
2020	$1,512,043	$1,742,079	$3,743,511	$-230,036
2019	$2,231,297	$2,252,167	$3,833,066	$-20,870
2018	$2,199,708	$2,389,498	$3,591,181	$-189,790

MONTGOMERY BAR ASSOCIATION