THE MONROE COUNTY BAR ASSOCIATION (EIN 232361229) - 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

1915

Legal Domicile

Principal Officer

F ANDREW WOLF

Phone

5704247288

Tax Period

2025-01-01 to 2025-12-31

THE MONROE COUNTY BAR ASSOCIATION, founded in 1915, is a small nonprofit that reported $725K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. Net assets of $4.8M represent 79 months of operating reserves.

Mission

MONROE COUNTY BAR ASSOCIATION PROMOTES HONOR AND DIGNITY OF THE PROFESSION OF THE LAW AMONG ITS MEMBERS, PROVIDES NETWORKING OPPORTUNITIES AND CONTINUING LEGAL EDUCATION PROGRAMS FOR ITS MEMBERS, AND PUBLISHES THE MONROE COUNTY LEGAL REPORTER.

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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 $21,782

Program Service Revenue $293,511

Investment Income $395,264

Other Revenue $14,392

TOTAL REVENUE $724,949

Expense Breakdown

Grants Paid $161,211

Salaries & Benefits $148,742

Fundraising Expenses $0

Program Expenses $602,547

Other Expenses $431,929

TOTAL EXPENSES $741,882

Year-over-Year Comparison

	2025	2024	Change
Revenue	$724,949	$610,965	+0.2%
Expenses	$741,882	$756,852	0.0%
Net Income	$-16,933	$-145,887	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY L LOMBARDO	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
GERALD BRUNELL	BOARD MEMBER	1.00	Director	$0	$0	$0
VICTORIA A STRUNK	PAST PRESIDENT	1.00	Officer	$0	$0	$0
F ANDREW WOLF	PRESIDENT	1.00	Officer	$0	$0	$0
PATRICK J BEST	VICE PRESIDENT	1.00	Officer	$0	$0	$0
NOELLE WILKINSON	SECRETARY	1.00	Officer	$0	$0	$0
ROBERT KIDWELL	TREASURER	1.00	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	$724,949	$741,882	$4,830,261	$-16,933
2024	No data	No data	No data	No data
2023	$548,715	$750,112	$5,071,193	$-201,397
2022	$713,190	$681,586	$4,871,838	$31,604
2021	$792,367	$575,662	$5,458,440	$216,705
2020	$465,076	$511,548	$5,067,917	$-46,472
2019	$1,286,075	$581,011	$4,860,068	$705,064
2018	$924,446	$646,111	$3,986,629	$278,335

THE MONROE COUNTY BAR ASSOCIATION