MULTNOMAH 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

1906

Legal Domicile

Principal Officer

TERRY WRIGHT

Phone

5032223275

Tax Period

2023-01-01 to 2023-12-31

MULTNOMAH BAR ASSOCIATION, founded in 1906, is a small nonprofit that reported $895K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

TO FURTHER THE ADMINISTRATION OF JUSTICE, PROMOTE THE CONTINUING LEGAL EDUCATION OF ATTORNEYS, AND PROVIDE MEMBERS WITH OPPORTUNITIES FOR SOCIAL AND PROFESSIONAL RELATIONSHIPS.

Program Service Accomplishments

Program 1

THE CONTINUING LEGAL EDUCATION PROGRAM FACILITATES AND PROMOTES CONTINUING LEGAL EDUCATION OF LAWYERS. 2,135 INDIVIDUALS REGISTERED FOR ONE OR MORE OF THE 73 SEMINARS PRESENTED BY THE MBA.

Program 2

MBA PROGRAMS AND EVENTS FURTHER COLLEGIALITY OF THE LEGAL COMMUNITY, RAISE AND MAINTAIN DIGNITY AND HONOR OF THE LEGAL PROFESSION, AND PROMOTE SOCIAL AND PROFESSIONAL INTERRELATIONSHIPS OF...

MBA PROGRAMS AND EVENTS FURTHER COLLEGIALITY OF THE LEGAL COMMUNITY, RAISE AND MAINTAIN DIGNITY AND HONOR OF THE LEGAL PROFESSION, AND PROMOTE SOCIAL AND PROFESSIONAL INTERRELATIONSHIPS OF ASSOCIATION MEMBERS. THE MBA PLANNED AND PRESENTED SEVERAL IN-PERSON SOCIAL/COLLEGIAL EVENTS INCLUDING THE FALL SOCIAL, ANNUAL DINNER AND BENCH BAR BAGELS EVENT. APPROXIMATELY 650 MEMBERS ATTENDED AT LEAST ONE NETWORKING EVENT IN 2023.

Program 3

THE MBA PROVIDED $22,250 IN CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS TO FUND CHARITABLE AND EDUCATIONAL ACTIVITIES WHICH INCREASE ACCESS TO JUSTICE, PROMOTE CIVIC EDUCATION AND FURTHER THE PUBLIC...

THE MBA PROVIDED $22,250 IN CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS TO FUND CHARITABLE AND EDUCATIONAL ACTIVITIES WHICH INCREASE ACCESS TO JUSTICE, PROMOTE CIVIC EDUCATION AND FURTHER THE PUBLIC INTEREST. MBA ALSO PROVIDED 12 LSAT SCHOLARSHIPS TO INDIVIDUALS TOTALING $11,388.

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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 $447,165

Program Service Revenue $248,694

Investment Income $288

Other Revenue $199,222

TOTAL REVENUE $895,369

Expense Breakdown

Grants Paid $33,638

Salaries & Benefits $523,511

Fundraising Expenses $0

Other Expenses $420,139

TOTAL EXPENSES $977,288

Year-over-Year Comparison

	2023	2022	Change
Revenue	$895,369	$947,390	-0.1%
Expenses	$977,288	$847,190	+0.2%
Net Income	$-81,919	$100,200	-1.8%

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

250

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

$132,156

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY WRIGHT	SECRETARY (1/1/23 - 5/31/23) PRESIDENT (BEG. 6/1/2	3.00	Officer Director	$0	$0	$0
JOHN ROBB	TREASURER (1/1/23 TERM ENDED 5/31/23)	3.00	Officer Director	$0	$0	$0
TIM RESCH	PRESIDENT (1/1/23 - 5/31/23) PAST PRESIDENT (BEG.	3.00	Officer Director	$0	$0	$0
SHALINI VIVEK	BOARD MEMBER (1/1/23 - 5/31/23) SECRETARY (BEG. 6	0.20	Officer Director	$0	$0	$0
SHERISA DAVIS-LARRY	BOARD MEMBER (1/1/23 - 5/31/23) TREASURER (BEG. 6	0.20	Officer Director	$0	$0	$0
JOVITA WANG	PAST PRESIDENT (TERM ENDED 5/31/23)	0.00	Officer Director	$0	$0	$0
NIKKI ABERCROMBIE	BOARD MEMBER (1/1/23 - 5/31/23)	0.20	Director	$0	$0	$0
AUSTIN BATALDEN	BOARD MEMBER	0.20	Director	$0	$0	$0
JUSICE BROOKS	BOARD MEMBER (BEG. 6/1/23)	0.20	Director	$0	$0	$0
MATTHEW D COLLEY	BOARD MEMBER	0.20	Director	$0	$0	$0
CHRISTINE HEIN	BOARD MEMBER (BEG 9/1/23)	0.20	Director	$0	$0	$0
ERYN KARPINSKI HOERSTER	BOARD MEMBER	0.20	Director	$0	$0	$0
BRAD KRUPICKA	BOARD MEMBER	0.20	Director	$0	$0	$0
HANSARY LAFOREST	BOARD MEMBER	0.20	Director	$0	$0	$0
ARUNA MASIH	BOARD MEMBER (TERM ENDED 8/31/23)	0.20	Director	$0	$0	$0
TANIA MANNERS	BOARD MEMBER (BEG. 6/1/23)	0.20	Director	$0	$0	$0
AMANDA NADELL	BOARD MEMBER (BEG. 6/1/23)	0.20	Director	$0	$0	$0
GLORIA TRAINOR	BOARD MEMBER (TERM ENDED 5/31/23)	0.20	Director	$0	$0	$0
MAXINE TUAN	BOARD MEMBER (BEG. 6/1/23)	0.20	Director	$0	$0	$0
EMERY WANG	BOARD MEMBER (BEG. 6/1/23)	0.20	Director	$0	$0	$0
GUY WALDEN	EXECUTIVE DIRECTOR	50.00	Officer	$118,048	$14,108	$132,156

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	$895,369	$977,288	$1,476,803	$-81,919
2022	$947,390	$847,190	$1,532,600	$100,200
2021	$837,543	$774,789	$1,552,773	$62,754
2020	$793,869	$812,942	$1,553,906	$-19,073
2019	$899,309	$920,710	$1,561,267	$-21,401
2018	$883,574	$864,779	$1,511,574	$18,795