THE BAR PLAN FOUNDATION (EIN 431679870) - 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

1993

Legal Domicile

Principal Officer

PATRICK O'LEARY

Phone

3149653333

Tax Period

2024-01-01 to 2024-12-31

THE BAR PLAN FOUNDATION, founded in 1993, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $65K in total revenue in fiscal year 2024. The organization ran a surplus of $33K, a strong 51% operating margin.

Mission

TO PROMOTE AND IMPROVE ETHICS AND PROFESSIONALISM IN THE PRACTICE OF 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 (2024)

Revenue Breakdown

Contributions & Grants $17,914

Program Service Revenue $27,687

Investment Income $26,605

Other Revenue $-7,035

TOTAL REVENUE $65,171

Expense Breakdown

Grants Paid $19,284

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,579

Other Expenses $12,478

TOTAL EXPENSES $31,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,171	$64,268	+0.0%
Expenses	$31,762	$34,034	-0.1%
Net Income	$33,409	$30,234	+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

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

$812,630

Total Directors

$594,167

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN R MCCARTHY	PRESIDENT	0.08	Officer Director	$0	$47,885	$381,132
PAT O'LEARY	VP & GENERAL COUNSEL	0.08	Officer	$0	$38,763	$234,273
CHRISTIAN A STIEGEMEYER	EXECUTIVE VP	40.0	Officer Director	$0	$43,979	$197,225
KENT HYDE	TRUSTEE	0.19	Director	$250	$0	$15,310
DAVID E LARSON	TRUSTEE	0.19	Director	$250	$0	$250
JENNIFER SCHWENDEMANN	TRUSTEE	0.19	Director	$250	$0	$250

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	$65,171	$31,762	$738,647	$33,409
2023	$64,268	$34,034	$668,839	$30,234
2022	$79,330	$36,149	$613,569	$43,181
2021	$97,589	$35,453	$634,925	$62,136
2020	$22,588	$28,183	$582,245	$-5,595
2019	$113,027	$72,408	$592,075	$40,619
2018	$106,947	$70,833	$548,815	$36,114

THE BAR PLAN FOUNDATION