SAN DIEGO FAMILY LAW BAR ASSOCIATION (EIN 320410531) - 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

2013

Legal Domicile

Principal Officer

JILLIAN DUGGAN-HERD

Phone

8586050096

Tax Period

2024-01-01 to 2024-12-31

SAN DIEGO FAMILY LAW BAR ASSOCIATION, founded in 2013, is a small nonprofit in the Community Improvement sector that reported $307K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF SAN DIEGO FAMILY LAW BAR ASSOCIATION IS TO PROVIDE AFFORDABLE CONTINUING LEGAL EDUCATION TO FAMILY LAW ATTORNEYS AND TO ENCOURAGE COLLEGIALITY, CIVILITY, AND MENTORING AMONG ITS MEMBERSHIP.

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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 $305,462

Investment Income $1,568

Other Revenue $0

TOTAL REVENUE $307,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,813

Fundraising Expenses $0

Other Expenses $252,639

TOTAL EXPENSES $298,452

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,030	$257,862	+0.2%
Expenses	$298,452	$253,765	+0.2%
Net Income	$8,578	$4,097	+1.1%

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

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
JA'SHAUNA ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
TIM ALLEN	DIRECTOR	0.65	Director	$0	$0	$0
CHRISTOPHER J BANUELOS	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW S BLADO	DIRECTOR	0.65	Director	$0	$0	$0
KATHLYNN CADIENTE	DIRECTOR	1.00	Director	$0	$0	$0
JILLIAN DUGGAN-HERD	PRESIDENT	2.00	Officer Director	$0	$0	$0
ASHLEY GENSER	DIRECTOR	1.00	Director	$0	$0	$0
JENNA E HACKETT	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA JIMENEZ-BROWNE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MURDOCK	DIRECTOR	0.25	Director	$0	$0	$0
LESLIE A RYLAND	DIRECTOR	0.65	Director	$0	$0	$0
NADINE SAYEGH	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL L WARREN	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
BENJAMIN YIP	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	$307,030	$298,452	$169,225	$8,578
2023	$257,862	$253,765	$160,603	$4,097
2022	$229,956	$228,683	$156,506	$1,273
2019	$229,720	$236,416	$91,765	$-6,696
2018	$231,999	$227,395	$98,461	$4,604

SAN DIEGO FAMILY LAW BAR ASSOCIATION