Cincinnati Bar Association (EIN 310535300) - 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

1972

Legal Domicile

Principal Officer

Lisa G Mc Pherson

Phone

5133818213

Tax Period

2024-05-01 to 2025-04-30

Cincinnati Bar Association, founded in 1972, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2024. Expenses of $1.9M left a modest 15% surplus.

Mission

To promote professional excellence, foster justice, serve our members & educate the public.

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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 $62,545

Program Service Revenue $2,085,746

Investment Income $323,029

Other Revenue $-203,770

TOTAL REVENUE $2,267,550

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $1,239,991

Fundraising Expenses $0

Other Expenses $694,423

TOTAL EXPENSES $1,935,914

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,267,550	$2,272,215	0.0%
Expenses	$1,935,914	$2,012,017	0.0%
Net Income	$331,636	$260,198	+0.3%

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

1031

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

$183,817

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alan Abes	President Elect	10.00	Officer Director	$0	$0	$0
Lori Anthony	Trustee	2.00	Director	$0	$0	$0
J Corey Asay	Trustee	2.00	Director	$0	$0	$0
Aine M Baldwin	Trustee	2.00	Director	$0	$0	$0
Marianna Bettman	Trustee	2.00	Director	$0	$0	$0
Chelsea J Chalk	YLS Chair-Trustee	2.00	Director	$0	$0	$0
Terance Coates	Vice President	10.00	Officer Director	$0	$0	$0
Eric Cook	Trustee	2.00	Director	$0	$0	$0
Gabriel Davis	Trustee	2.00	Director	$0	$0	$0
Megan Frient	Trustee	2.00	Director	$0	$0	$0
Chris Kahn	Trustee	2.00	Director	$0	$0	$0
Elida Kamine	Trustee	2.00	Director	$0	$0	$0
Jonathan Kelly	YLS Chair Elect - Trustee	2.00	Director	$0	$0	$0
Jacob D Mahle	Secretary	5.00	Officer Director	$0	$0	$0
Anthony Osterlund	CBF Liaison	2.00	Director	$0	$0	$0
Adrienne Roach	Treasurer	15.00	Officer Director	$0	$0	$0
Nicole Sanders	Trustee	2.00	Director	$0	$0	$0
Adreanne Stuckey	Trustee - Started 2/25	2.00	Director	$0	$0	$0
Ebunoluwa Taiwo	Trustee	2.00	Director	$0	$0	$0
Sanna-Rae Taylor	Trustee	2.00	Director	$0	$0	$0
Hon Janaya Trotter Bratton	Immediate Past President	15.00	Officer Director	$0	$0	$0
Melissa Watt	Trustee	2.00	Director	$0	$0	$0
Faith Whitaker	President	10.00	Officer Director	$0	$0	$0
John Williams	ABA Delegate	10.00	Director	$0	$0	$0
Wende C Cross	Trustee-exit 12/24	2.00	Director	$0	$0	$0
Lisa McPherson	Executive Director	37.50	Officer	$173,080	$10,737	$183,817
Maria Palermo	General Counsel	37.50	Highest	$105,416	$6,436	$111,852

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	$2,267,550	$1,935,914	$5,896,569	$331,636
2024	$2,272,215	$2,012,017	$5,943,899	$260,198
2023	$2,324,735	$2,025,827	$5,425,371	$298,908
2022	$2,396,496	$1,838,522	$5,437,653	$557,974
2021	$1,843,492	$1,705,186	$5,511,240	$138,306
2020	$2,335,891	$2,247,511	$4,477,166	$88,380
2019	$2,584,179	$2,710,036	$4,534,066	$-125,857

Cincinnati Bar Association