NATIONAL ASSOCIATION OF BAR EXECUTIVES (EIN 311082768) - 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

Phone

9522523573

Tax Period

2024-07-01 to 2025-06-30

NATIONAL ASSOCIATION OF BAR EXECUTIVES, founded in 1990, is a small nonprofit that reported $441K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $1.2M represent 33 months of operating reserves.

Mission

ASSOCIATION OF BAR ASSOCIATIONS AND LAW-RELATED ORGANIZATIONS.

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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 $0

Program Service Revenue $431,674

Investment Income $8,857

Other Revenue $0

TOTAL REVENUE $440,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $427,999

TOTAL EXPENSES $427,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$440,531	$396,790	+0.1%
Expenses	$427,999	$392,196	+0.1%
Net Income	$12,532	$4,594	+1.7%

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

100

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
Whitneyvon Haam	President	10.00	Officer Director	$0	$0	$0
Gregory Conyers	Pres Elect	5.00	Officer Director	$0	$0	$0
Tony Weiler	Vice President	2.00	Officer Director	$0	$0	$0
Lori Maxwell	Treasurer	3.00	Officer Director	$0	$0	$0
Deanne Mosley	Secretary	2.00	Officer Director	$0	$0	$0
Stacy King	Past President	2.00	Director	$0	$0	$0
Dennis Archer	Director	1.00	Director	$0	$0	$0
Kelly Ponder	Director	1.00	Director	$0	$0	$0
Robert Rupp	Director	1.00	Director	$0	$0	$0
Vickie Mauck	Director	1.00	Director	$0	$0	$0
Isabel Barney	Director	1.00	Director	$0	$0	$0
Jack Hannan	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
2025	$440,531	$427,999	$1,408,186	$12,532
2024	No data	No data	No data	No data
2023	$405,651	$443,787	$1,137,325	$-38,136
2022	$201,684	$237,567	$1,040,042	$-35,883
2021	$265,048	$146,421	$1,112,311	$118,627
2020	$539,328	$532,404	$893,624	$6,924
2019	$521,450	$515,450	$942,338	$6,000

NATIONAL ASSOCIATION OF BAR EXECUTIVES