WESTMORELAND BAR ASSOCIATION (EIN 250905268) - 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

1990

Legal Domicile

Principal Officer

JAMES HORCHAK

Phone

7248346730

Tax Period

2024-01-01 to 2024-12-31

WESTMORELAND BAR ASSOCIATION, founded in 1990, is a small nonprofit that reported $648K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $607K left a modest 6% surplus.

Mission

TO CONTINUE A LONG-STANDING TRADITION OF FOSTERING EXCELLENCE IN PROFESSIONAL SERVICE BY OUR MEMBERS TO THEIR CLIENTS AND TO THE GENERAL COMMUNITY WHILE ENGENDERING RESPECT, CIVILITY AND CAMARADERIE AMONG THE MEMBER OF THE BENCH AND BAR.

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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 $19,251

Program Service Revenue $572,891

Investment Income $46,034

Other Revenue $9,328

TOTAL REVENUE $647,504

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $302,006

Fundraising Expenses $0

Program Expenses $375,735

Other Expenses $302,078

TOTAL EXPENSES $606,584

Year-over-Year Comparison

	2024	2023	Change
Revenue	$647,504	$537,063	+0.2%
Expenses	$606,584	$527,578	+0.1%
Net Income	$40,920	$9,485	+3.3%

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

$87,295

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC BONONI	PAST-PRESIDENT TERM END 4/1/24	5.00	Director	$0	$0	$0
MAUREEN S KROLL	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
ANGELEA ALLEN MITAS	PRESIDENT	2.00	Officer Director	$0	$0	$0
KELLY M ESHELMAN	DIRECTOR	2.00	Director	$0	$0	$0
LEO J CIARAMITARO	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
ADAM J LONG	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KRISTEN M WEIDUS	DIRECTOR	2.00	Director	$0	$0	$0
JACQUELYN A KNUPP	DIRECTOR	2.00	Director	$0	$0	$0
JAMES A HORCHAK	TREASURER	5.00	Officer	$0	$0	$0
ALAHNA O'BRIEN	EXECUTIVE DIRECTOR/SECRETA	40.00	Officer	$77,379	$9,916	$87,295

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	No data	No data	No data	No data
2024	$647,504	$606,584	$3,839,782	$40,920
2023	$537,063	$527,578	$3,676,335	$9,485
2022	$574,163	$489,081	$3,478,880	$85,082
2021	$1,136,410	$434,676	$3,814,979	$701,734
2020	$489,605	$438,298	$3,150,292	$51,307
2019	$554,564	$518,217	$2,582,055	$36,347
2018	$569,019	$518,069	$2,065,918	$50,950

WESTMORELAND BAR ASSOCIATION