COLLIN COUNTY BAR ASSOCIATION (EIN 383885475) - 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

2002

Legal Domicile

Principal Officer

PATRICK SCHURR

Phone

4698318771

Tax Period

2024-07-01 to 2025-06-30

COLLIN COUNTY BAR ASSOCIATION, founded in 2002, is a small nonprofit that reported $226K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $196K left a modest 13% surplus.

Mission

SERVING THE LEGAL COMMUNITY FOSTERING A CORDIAL AND EFFICIENT RELATIONSHIP WITH THE COURT SYSTEM (COLLIN COUNTY, TX) FOR ALL LEGAL PRACTITIONERS.

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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 $223,653

Investment Income $1,988

Other Revenue $0

TOTAL REVENUE $225,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,240

Fundraising Expenses $0

Other Expenses $158,428

TOTAL EXPENSES $195,668

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,641	$247,939	-0.1%
Expenses	$195,668	$219,210	-0.1%
Net Income	$29,973	$28,729	+0.0%

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

$37,240

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS DOWNS	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTIE MERCHANT	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA PERRONI	DIRECTOR	2.00	Director	$0	$0	$0
DANA STEWART	DIRECTOR	2.00	Director	$0	$0	$0
RYAN BAUERLE	DIRECTOR	2.00	Director	$0	$0	$0
LISA HERNANDEZ	DIRECTOR	2.00	Director	$0	$0	$0
KELLY KLEIST	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK SCHURR	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL PEZZULLI	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KYLE HEJL	TREASURER	2.00	Officer Director	$0	$0	$0
JEREMY ROSENTHAL	SECRETARY	2.00	Officer Director	$0	$0	$0
TERESA MOORE	EXECUTIVE DIRECTOR	10.00	Officer	$37,240	$0	$37,240

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	$225,641	$195,668	$227,602	$29,973
2024	$247,939	$219,210	$197,629	$28,729

COLLIN COUNTY BAR ASSOCIATION