OAKLAND COUNTY BAR ASSOCIATION (EIN 381988182) - 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

1934

Legal Domicile

Principal Officer

JENNIFER QUICK

Phone

2483343400

Tax Period

2023-07-01 to 2024-06-30

OAKLAND COUNTY BAR ASSOCIATION, founded in 1934, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

TO SERVE THE PROFESSIONAL NEEDS OF OUR MEMBERS, IMPROVE THE JUSTICE SYSTEM, AND ENSURE THE DELIVERY OF QUALITY LEGAL SERVICES TO THE PUBLIC.

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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 $593,161

Program Service Revenue $581,571

Investment Income $61,118

Other Revenue $53,153

TOTAL REVENUE $1,289,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $646,824

Fundraising Expenses $0

Other Expenses $639,583

TOTAL EXPENSES $1,286,407

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,289,003	$1,417,620	-0.1%
Expenses	$1,286,407	$1,391,208	-0.1%
Net Income	$2,596	$26,412	-0.9%

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

160

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

$105,527

Total Directors

$105,527

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER QUICK	EXECUTIVE DI	40.00	Officer Director	$102,017	$3,510	$105,527
MELINDA DEEL	PRESIDENT	3.00	Officer Director	$0	$0	$0
DEAN GOOGASIAN	PRESIDENT EL	3.00	Officer Director	$0	$0	$0
SARAH KUCHON	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
AARON BURRELL	TREASURER	1.00	Officer Director	$0	$0	$0
KARI MELKONIAN	SECRETARY	1.00	Officer Director	$0	$0	$0
VICTORIA KING	DIRECTOR	1.00	Director	$0	$0	$0
SYEDA DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE KOSOVEC	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LORD	DIRECTOR	1.00	Director	$0	$0	$0
EMILY LONG	DIRECTOR	1.00	Director	$0	$0	$0
MOHEEB MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLEY WARD	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH NEUMAN	DIRECTOR	1.00	Director	$0	$0	$0
LAYNE SAKWA	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN FRANK	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH LUCKENBACH ENDED	PRESIDENT	3.00	Officer 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	No data	No data	No data	No data
2024	$1,289,003	$1,286,407	$2,914,060	$2,596
2023	$1,417,620	$1,391,208	$3,006,452	$26,412
2022	$1,599,900	$1,395,249	$2,164,272	$204,651
2021	$1,304,307	$1,104,555	$1,954,547	$199,752
2020	$1,285,598	$1,170,885	$1,678,340	$114,713
2019	$1,418,999	$1,151,050	$1,579,975	$267,949
2018	$1,261,984	$1,152,244	$1,266,800	$109,740

OAKLAND COUNTY BAR ASSOCIATION