National Conference of Bar Presidents (EIN 237089128) - 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

1984

Legal Domicile

Principal Officer

Daniel Cotter

Phone

3129885347

Tax Period

2024-01-01 to 2024-12-31

National Conference of Bar Presidents, founded in 1984, is a small nonprofit in the Crime & Legal sector that reported $375K in total revenue in fiscal year 2018. The organization ran a surplus of $60K, a strong 16% operating margin.

Mission

Forum for Bar Association Presidents

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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 $131,090

Program Service Revenue $150,495

Investment Income $27,398

Other Revenue $1,587

TOTAL REVENUE $310,570

Expense Breakdown

Grants Paid $7,982

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,829

Other Expenses $311,979

TOTAL EXPENSES $319,961

Year-over-Year Comparison

	2024	2023	Change
Revenue	$310,570	$280,025	+0.1%
Expenses	$319,961	$289,421	+0.1%
Net Income	$-9,391	$-9,396	0.0%

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

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
Dan Cotter	President	4.00	Officer Director	$0	$0	$0
Patrick Palace	President-Elect	8.00	Officer Director	$0	$0	$0
Juan Thomas	Treasurer	2.00	Officer Director	$0	$0	$0
Ann Keele	Secretary	2.00	Officer Director	$0	$0	$0
Robin Wolpert	Immediate Past President	1.00	Officer Director	$0	$0	$0
Amanda Arriaga	Director	1.00	Director	$0	$0	$0
Anna P Krolikowska	Director	1.00	Director	$0	$0	$0
Dominique Calhoun	Director	1.00	Director	$0	$0	$0
Erica Laughlin	Director	1.00	Director	$0	$0	$0
Glenda Freeman	Director	1.00	Director	$0	$0	$0
Hon A Michael Snyder	Director	1.00	Director	$0	$0	$0
Jeremy Evans	Director	1.00	Director	$0	$0	$0
Kenyatta S Beverly	Director	1.00	Director	$0	$0	$0
Lydia Liberio	Director	1.00	Director	$0	$0	$0
Lynette Paczkowski	Director	1.00	Director	$0	$0	$0
Mark Calagus	Director	1.00	Director	$0	$0	$0
Melissa Johnson	Director	1.00	Director	$0	$0	$0
Nicole Benjamin	Director	1.00	Director	$0	$0	$0
Raymond Williams	Director	1.00	Director	$0	$0	$0
Sherie Edwards	Director	1.00	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
2024	$310,570	$319,961	$718,335	$-9,391
2023	$280,025	$289,421	$685,637	$-9,396
2022	$206,945	$277,520	$644,901	$-70,575
2021	$210,757	$103,655	$773,489	$107,102
2020	$261,448	$193,978	$651,316	$67,470
2019	$341,275	$375,067	$600,481	$-33,792
2018	$374,858	$315,355	$594,039	$59,503

National Conference of Bar Presidents