SILICON VALLEY BAR ASSOCIATION INC… - Form 990 Financial Data

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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

2013

Legal Domicile

Principal Officer

THOMAS ROSSMEISSL

Phone

4152936446

Tax Period

2025-01-01 to 2025-12-31

SILICON VALLEY BAR ASSOCIATION INC C/O THOMAS ROSSMEISSL, founded in 2013, is a micro nonprofit in the Community Improvement sector that reported $79K in total revenue in fiscal year 2025. Net assets of $186K represent 28 months of operating reserves.

Mission

TO OFFER NETWORKING AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ATTORNEYS, TRUST OFFICERS, ACCOUNTANTS, INSURANCE ADVISORS AND WEALTH MANAGEMENT PROFESSIONALS.

Program Service Accomplishments

Program 1

PLAN AND PROVIDE SEMINARS COVERING TOPICS ELIGIBLE TO MEET THE CONTINUING LEGAL EDUCATION REQUIREMENTS FOR MEMBERS WHO ARE MEMBERS OF THE CALIFORNIA BAR AND OTHER MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $76,205

Investment Income $3,154

Other Revenue $0

TOTAL REVENUE $79,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $87,055

TOTAL EXPENSES $87,055

Year-over-Year Comparison

	2025	2024	Change
Revenue	$79,359	$75,125	+0.1%
Expenses	$87,055	$95,195	-0.1%
Net Income	$-7,696	$-20,070	-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

N/A

Volunteers

N/A

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
JULIE RUSCHIN PIEDRA	TRUSTEE	1.00	Director	$0	$0	$0
RACHAEL NPHILLIPS	SECRETARY	1.00	Officer Director	$0	$0	$0
JEANNIE NL TRAN	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER SCHARRE	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER LMISPAGEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS E ROSSMEISSL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HUMA ELLAHIE	TRUSTEE	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
2025	$79,359	$87,055	$185,619	$-7,696
2024	No data	No data	No data	No data
2023	$75,738	$79,958	$213,385	$-4,220
2022	$87,528	$74,727	$217,605	$12,801
2021	$83,582	$56,198	$204,804	$27,384
2020	$92,588	$51,844	$177,420	$40,744
2019	$97,612	$161,446	$136,676	$-63,834
2018	$123,937	$130,547	$200,510	$-6,610

SILICON VALLEY BAR ASSOCIATION INC C/O THOMAS ROSSMEISSL