LAKE COUNTY BAR ASSOCIATION INC (EIN 351695491) - 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

1985

Legal Domicile

Principal Officer

SHAWN COX

Phone

2197381906

Tax Period

2023-01-01 to 2023-12-31

LAKE COUNTY BAR ASSOCIATION INC, founded in 1985, is a small nonprofit that reported $252K in total revenue in fiscal year 2023.

Mission

PROFESSIONAL ASSOCIATION OF LAWYERS PROVIDING INFORMATION TO THE PUBLIC, ATTORNEY REFERRALS, CONTINUING LEGAL EDUCATION AND COLLEGIAL FUNCTIONS.

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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 $248,238

Investment Income $0

Other Revenue $3,855

TOTAL REVENUE $252,093

Expense Breakdown

Grants Paid $950

Salaries & Benefits $117,853

Fundraising Expenses $0

Other Expenses $150,364

TOTAL EXPENSES $269,167

Year-over-Year Comparison

	2023	2022	Change
Revenue	$252,093	$249,761	+0.0%
Expenses	$269,167	$288,641	-0.1%
Net Income	$-17,074	$-38,880	-0.6%

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

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

$69,900

Total Directors

$69,900

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BRANDEWIE	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN FEHRING	DIRECTOR	1.00	Director	$0	$0	$0
M ELIZABETH FLORES	DIRECTOR	1.00	Director	$0	$0	$0
R CORDELL FUNK	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELYN S PILLAR	DIRECTOR	1.00	Director	$0	$0	$0
BURTON PADOVE	DIRECTOR	1.00	Director	$0	$0	$0
JJ STANKIEWICZ	DIRECTOR	1.00	Director	$0	$0	$0
PETER VILLARREAL	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA WHITE	EXECUTIVE DIRECTOR	40.00	Officer Director	$69,900	$0	$69,900
STEVEN SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY P PEIL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KYLE LAWRENCE	SECRETARY	3.00	Director	$0	$0	$0
ALFREDO ESTRADA	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
BENJAMIN FRYMAN	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD LAWHEAD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MASTERS	DIRECTOR	1.00	Director	$0	$0	$0
RENEE ORTEGA	PRESIDENT	8.00	Director	$0	$0	$0
SHELICE TOLBERT	DIRECTOR	1.00	Director	$0	$0	$0
REHANA ADAT-LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
SHONTRAI IRVING	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
ALEX MENDOZA	DIRECTOR	1.00	Director	$0	$0	$0
EUGENE VELAZCO	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL JASAITIS	DIRECTOR	1.00	Director	$0	$0	$0
FRANK MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
MARISSA MCDERMOTT	DIRECTOR	1.00	Director	$0	$0	$0
TERRENCE RUBINO	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW WARNER	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN COX	TREASURER	5.00	Director	$0	$0	$0
JENNIFER DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
MARK BATES	COUNSEL TO THE PRESIDENT	3.00	Director	$0	$0	$0
LAUREN KONAGEL	DIRECTOR	1.00	Director	$0	$0	$0
TERRI TINDER	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	No data	No data	No data	No data
2023	$252,093	$269,167	$20,362	$-17,074
2022	$249,761	$288,641	$36,905	$-38,880
2021	$292,861	$296,604	$76,353	$-3,743
2020	$248,751	$251,690	$81,500	$-2,939
2019	$280,550	$276,938	$86,207	$3,612
2018	$256,152	$247,017	$79,523	$9,135

LAKE COUNTY BAR ASSOCIATION INC