SOUTHEAST DISTRICT BAR ASSOCIATION

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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

1956

Legal Domicile

Principal Officer

ROBERT F JACOBS

Phone

5622874311

Tax Period

2023-01-01 to 2023-12-31

SOUTHEAST DISTRICT BAR ASSOCIATION, founded in 1956, is a micro nonprofit that reported $23K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. Net assets of $71K represent 37 months of operating reserves.

Mission

BAR ASSOCIATION - THE PROMOTION OF HIGHER ETHICAL AND LEGAL STANDARDS AND

Program Service Accomplishments

Program 1

Expenses: $7,962 Revenue: $7,015

THE PROMOTION OF HIGHER ETHICAL AND LEGAL STANDARDS AND BETTER LEGAL METHODS AND THE ENCOURAGEMENT OF CO-OPERATION BY LAWYERS IN SERVICING THE PUBLIC. PROMOTION OF EDUCATION OF THE LEGAL COMMUNITY...

THE PROMOTION OF HIGHER ETHICAL AND LEGAL STANDARDS AND BETTER LEGAL METHODS AND THE ENCOURAGEMENT OF CO-OPERATION BY LAWYERS IN SERVICING THE PUBLIC. PROMOTION OF EDUCATION OF THE LEGAL COMMUNITY AND INFORMING THE PUBLIC OF THEIR 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 $9,931

Program Service Revenue $7,015

Investment Income $780

Other Revenue $5,255

TOTAL REVENUE $22,981

Expense Breakdown

Grants Paid $-2,500

Salaries & Benefits $14,105

Fundraising Expenses $0

Program Expenses $7,962

Other Expenses $12,130

TOTAL EXPENSES $23,735

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,981	$15,299	+0.5%
Expenses	$23,735	$24,834	0.0%
Net Income	$-754	$-9,535	-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

$12,662

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN C HITCHCOCK	TRUSTEE	1.000	Director	$0	$0	$0
MATTHEW T BUNNETT	PAST PRESIDENT	1.000	Officer	$0	$0	$0
MATIAS FLORES	TRUSTEE	1.000	Director	$0	$0	$0
MICHAEL K HUTCHINSON	SECRETARYTREASURER	5.000	Officer	$0	$0	$0
ROBERT F JACOBS	PRESIDENT	5.000	Officer	$0	$0	$0
JOEL BECKMAN	TRUSTEE	0.500	Director	$0	$0	$0
DIANA M FUKUSHIMA	TRUSTEE	2.000	Director	$0	$0	$0
JENNIFER A LUMSDAINE	TRUSTEE	2.000	Director	$0	$0	$0
JONATHAN TERKEURST	VICE PRESIDENT	1.500	Officer	$0	$0	$0
HEIKKI A VEHARANTA	TRUSTEE	1.000	Director	$0	$0	$0
MARYANN ESCALANTE	PRESIDENT ELECT	1.000	Officer	$0	$0	$0
CHAD W GILLETTE	TRUSTEE	1.000	Director	$0	$0	$0
MARIO TRUJILLO	TRUSTEE	1.000	Director	$0	$0	$0
TERESA DELEON	PAST PROGRAM DIRECTOR	N/A	Key Emp	$11,262	$0	$11,262
MARIA ESCOBAR	PROGRAM DIRECTOR	N/A	Key Emp	$1,400	$0	$1,400

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	$22,981	$23,735	$73,854	$-754
2022	$15,299	$24,834	$77,000	$-9,535
2021	$24,332	$21,365	$85,174	$2,967