AMERICAN BAR FOUNDATION (EIN 366110271) - 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

1952

Legal Domicile

Principal Officer

MARK SUCHMAN

Phone

3129886500

Tax Period

2023-09-01 to 2024-08-31

AMERICAN BAR FOUNDATION, founded in 1952, is a community nonprofit in the Crime & Legal sector that reported $9.2M in total revenue in fiscal year 2023. Expenses of $8.4M left a modest 8% surplus.

Mission

TO EXPAND KNOWLEDGE AND ADVANCE JUSTICE THROUGH INNOVATIVE, INTERDISCIPLINARY, AND RIGOROUS EMPIRICAL RESEARCH ON THE LAW.

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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 $7,277,044

Program Service Revenue $49,238

Investment Income $1,851,667

Other Revenue $22,762

TOTAL REVENUE $9,200,711

Expense Breakdown

Grants Paid $603,506

Salaries & Benefits $5,269,292

Fundraising Expenses $828,435

Program Expenses $5,535,062

Other Expenses $2,562,393

TOTAL EXPENSES $8,435,191

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,200,711	$8,804,741	+0.0%
Expenses	$8,435,191	$8,109,798	+0.0%
Net Income	$765,520	$694,943	+0.1%

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

102

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

$111,986

Total Directors

$100,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIMMY K GOODMAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
SANDRA J CHAN	VICE-PRESIDENT	3.00	Officer Director	$0	$0	$0
MICHAEL H BYOWITZ	TREASURER	3.00	Officer Director	$0	$0	$0
LAUREN K ROBEL	SECRETARY	3.00	Officer Director	$0	$0	$0
HAROLD D POPE	MEMBER	2.00	Director	$0	$0	$0
LAURA V FARBER	EX-OFFICIO	2.00	Director	$0	$0	$0
PATTY FERGUSON-BOHNEE	MEMBER	1.00	Director	$0	$0	$0
PAULA E BOGGS	MEMBER	1.00	Director	$0	$0	$0
JO ANN ENGELHARDT	MEMBER	1.00	Director	$0	$0	$0
ROBERT J GREY JR	MEMBER	1.00	Director	$0	$0	$0
HON SOPHIA H HALL	MEMBER	1.00	Director	$0	$0	$0
ELLEN M JAKOVIC	MEMBER	1.00	Director	$0	$0	$0
SHAYDA ZAERPOOR LE	MEMBER	1.00	Director	$0	$0	$0
J ANTHONY PATTERSON JR	MEMBER	1.00	Director	$0	$0	$0
HON PETER M REYES JR	MEMBER	1.00	Director	$0	$0	$0
DANIEL B RODRIGUEZ	MEMBER	1.00	Director	$0	$0	$0
MARY L SMITH	EX-OFFICIO	1.00	Director	$0	$0	$100,000
WILLIAM R BAY	EX-OFFICIO	1.00	Director	$0	$0	$0
PALMER G VANCE II	EX-OFFICIO	1.00	Director	$0	$0	$0
FRANK H LANGROCK	EX-OFFICIO	1.00	Director	$0	$0	$0
ORLANDO LUCERO	EX-OFFICIO	1.00	Director	$0	$0	$0
HARI M OSOFSKY	EX-OFFICIO	1.00	Director	$0	$0	$0
HOWARD H VOGEL	EX-OFFICIO	1.00	Director	$0	$0	$0
FRANK X NEUNER	EX-OFFICIO	1.00	Director	$0	$0	$0
JENNIFER L PARENT	EX-OFFICIO	1.00	Director	$0	$0	$0
MARK SUCHMAN	EXECUTIVE DIRECTOR (STARTING 8/9/23)	35.00	Officer	$106,799	$5,187	$111,986
SHARI DIAMOND	RESEARCHER	17.00	Highest	$212,489	$44,066	$256,555
ELIZABETH MERTZ	RESEARCHER	35.00	Highest	$189,551	$32,157	$221,708
SUSAN SHAPIRO	RESEARCHER	35.00	Highest	$165,097	$23,040	$188,137
MATTHEW BURNETT	SENIOR PROGRAM OFFICER	35.00	Highest	$137,158	$49,215	$186,373
AJAY MEHROTRA	RESEARCHER	17.00	Highest	$139,956	$42,176	$182,132
BRYANT GARTH	DIRECTOR (THRU 08/31/23)	35.00		$282,063	$27,954	$310,017

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	$9,200,711	$8,435,191	$42,157,416	$765,520
2023	$8,804,741	$8,109,798	$39,551,778	$694,943
2022	$8,543,107	$7,911,819	$34,564,445	$631,288
2021	$9,357,330	$7,419,588	$37,925,650	$1,937,742
2020	$9,858,156	$6,919,429	$33,961,410	$2,938,727
2019	$11,200,967	$7,579,460	$31,363,675	$3,621,507
2018	$8,850,670	$7,569,846	$27,511,560	$1,280,824

AMERICAN BAR FOUNDATION