Mecklenburg Bar Foundation (EIN 237062151) - 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

1962

Legal Domicile

Principal Officer

Leah R Campbell

Phone

7043758624

Tax Period

2024-07-01 to 2025-06-30

Mecklenburg Bar Foundation, founded in 1962, is a small nonprofit in the Crime & Legal sector that reported $255K in total revenue in fiscal year 2024. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $239K left a modest 6% surplus.

Mission

To advance public understanding and respect for the rule of law and the role of the legal profession; to promote the highest ideals of professionalism, public service and access to the legal system; and to support the charitable and educational goals of the 26th Judicial District Bar and Mecklenburg Bar Association.

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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 $111,730

Program Service Revenue $0

Investment Income $106,980

Other Revenue $36,032

TOTAL REVENUE $254,742

Expense Breakdown

Grants Paid $40,000

Salaries & Benefits $0

Fundraising Expenses $30,894

Program Expenses $176,744

Other Expenses $198,503

TOTAL EXPENSES $238,503

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,742	$3,022,596	-0.9%
Expenses	$238,503	$383,326	-0.4%
Net Income	$16,239	$2,639,270	-1.0%

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

N/A

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
Amy R Howard	Director	1.00	Director	$0	$0	$0
Rachel DR Hamrick	Director	1.00	Director	$0	$0	$0
Joe Culik	Development	1.00	Director	$0	$0	$0
Sarah Hutchins	President	1.00	Officer Director	$0	$0	$0
Mandana Vidwan	Secretary	1.00	Officer Director	$0	$0	$0
Lawrence Cameron	Director	1.00	Director	$0	$0	$0
Lawrence D Wooden	Director	1.00	Director	$0	$0	$0
Tonja D Brooks	Director	1.00	Director	$0	$0	$0
R Lee Robertson Jr	Director	1.00	Director	$0	$0	$0
Alyssa M Levine	Director	1.00	Director	$0	$0	$0
Kelly Carroll	Director	1.00	Director	$0	$0	$0
Walter Coker Holmes	Director	1.00	Director	$0	$0	$0
Lacey Duskin	Director	1.00	Director	$0	$0	$0
Lisa Flowers	Director	1.00	Director	$0	$0	$0
Ethan Sanders	Director	1.00	Director	$0	$0	$0
P Barrett Morris	Director	1.00	Director	$0	$0	$0
Matthew DeAntonio	Treasurer	1.00	Officer Director	$0	$0	$0
Abbey Krysak	Director	1.00	Director	$0	$0	$0
Thomas Powers	Past President	1.00	Officer Director	$0	$0	$0
Samantha Mobley	Director	1.00	Director	$0	$0	$0
Ashley Oldfield	Director	1.00	Director	$0	$0	$0
La-Deidre Matthews	Director	1.00	Director	$0	$0	$0
Michael C Harman	President-Elect	1.00	Officer Director	$0	$0	$0
Leah R Campbell	Executive Dir.	3.00	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	$254,742	$238,503	$4,947,215	$16,239
2024	No data	No data	No data	No data
2023	$378,783	$371,459	$4,144,478	$7,324
2022	$398,083	$366,453	$4,206,674	$31,630
2021	$384,115	$488,331	$4,510,808	$-104,216
2020	$427,531	$436,922	$4,370,117	$-9,391
2019	$568,533	$472,421	$4,596,043	$96,112
2018	$594,470	$468,690	$4,715,249	$125,780

Mecklenburg Bar Foundation