HISPANIC BAR ASSOCIATION OF ORANGE COUNTY (EIN 330666229) - 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

1993

Legal Domicile

Principal Officer

PATRICIA SANTAMARIA

Phone

6265104085

Tax Period

2023-01-01 to 2023-12-31

HISPANIC BAR ASSOCIATION OF ORANGE COUNTY, founded in 1993, is a small nonprofit that reported $204K in total revenue in fiscal year 2023. Expenses of $181K left a modest 11% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROMOTE EDUCATION, UNITY, AND EXCELLENCE IN THE HISPANIC LEGAL COMMUNITY.

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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 $0

Program Service Revenue $203,887

Investment Income $42

Other Revenue $0

TOTAL REVENUE $203,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $180,800

TOTAL EXPENSES $180,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$203,929	N/A	N/A
Expenses	$180,800	N/A	N/A
Net Income	$23,129	$0	N/A

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

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
JEANNETTE GARCIA	PRESIDENT	10.00	Officer Director	$0	$0	$0
SHELLY ARONSON	PRESIDENT-ELECT	10.00	Officer Director	$0	$0	$0
FRANK CHIRINO	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
LAURA HASSAN	CFO	10.00	Officer Director	$0	$0	$0
PATRICIA SANTAMARIA	SECRETARY	10.00	Officer Director	$0	$0	$0
CHRISTOPHER J AYALA	IMMEDIATE PAST PRESIDENT	10.00	Director	$0	$0	$0
CATHERINE NAVARRO	DIRECTOR	3.00	Director	$0	$0	$0
ANGELA CHAVEZ	DIRECTOR	3.00	Director	$0	$0	$0
VIOLETA SCHULTZ	DIRECTOR	3.00	Director	$0	$0	$0
CRYSTAL DE AENLLE-FERNANDEZ	DIRECTOR	3.00	Director	$0	$0	$0
MELISSA PADILLA	DIRECTOR	3.00	Director	$0	$0	$0
ALEJANDRO RUIZ	DIRECTOR	3.00	Director	$0	$0	$0
ADRIAN CANZONERI	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER CORONA	DIRECTOR	3.00	Director	$0	$0	$0
VICTOR FRANCO	DIRECTOR	3.00	Director	$0	$0	$0
CHRISTOPHER HERNANDEZ	DIRECTOR	3.00	Director	$0	$0	$0
JORGE LEDEZMA	DIRECTOR	3.00	Director	$0	$0	$0
MARIA ELENA PARADA	DIRECTOR	3.00	Director	$0	$0	$0
GABRIELA RAMIREZ	DIRECTOR	3.00	Director	$0	$0	$0
MONOHAR SUKUMAR	DIRECTOR	3.00	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	No data	No data	No data	No data
2023	$203,929	$180,800	$78,362	$23,129
2018	$202,047	$171,974	$82,816	$30,073

HISPANIC BAR ASSOCIATION OF ORANGE COUNTY