MONTGOMERY COUNTY BAR FOUNDATION

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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

PEYTON FAULK

Phone

3342650222

Tax Period

2024-01-01 to 2024-12-31

MONTGOMERY COUNTY BAR FOUNDATION, founded in 2013, is a small nonprofit in the Crime & Legal sector that reported $283K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

TO PROVIDE FREE LEGAL REPRESENTATION FOR INDIGENT DEFENDANTS IN CIVIL CASES.

Program Service Accomplishments

Program 1

Expenses: $111,211

PROVIDING QUALITY LEGAL ASSISTANCE TO LOCAL CITIZENS WHO ARE INVOLVED IN LEGAL CONFLICTS WHERE THEY ARE UNILATERALLY DISARMED BY THEIR ECONOMIC HARDSHIPS WHEN FACING A PLAINTIFF REPRESENTED BY...

PROVIDING QUALITY LEGAL ASSISTANCE TO LOCAL CITIZENS WHO ARE INVOLVED IN LEGAL CONFLICTS WHERE THEY ARE UNILATERALLY DISARMED BY THEIR ECONOMIC HARDSHIPS WHEN FACING A PLAINTIFF REPRESENTED BY COUNSEL.

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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 $266,652

Program Service Revenue $0

Investment Income $4,735

Other Revenue $11,629

TOTAL REVENUE $283,016

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,911

Fundraising Expenses $41,971

Program Expenses $111,211

Other Expenses $120,075

TOTAL EXPENSES $305,986

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,016	$351,222	-0.2%
Expenses	$305,986	$330,107	-0.1%
Net Income	$-22,970	$21,115	-2.1%

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

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

$90,360

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LASHANDRA WARREN-BARNES	DIRECTOR	3.00	Director	$0	$0	$0
CHAD COOK	DIRECTOR	3.00	Director	$0	$0	$0
SHAWN COLE	DIRECTOR	3.00	Director	$0	$0	$0
LANDON ELY	DIRECTOR	3.00	Director	$0	$0	$0
EFFIE HAWTHORNE	DIRECTOR	3.00	Director	$0	$0	$0
TYNER HELMS	DIRECTOR	3.00	Director	$0	$0	$0
LILLIE HOBSON	DIRECTOR	3.00	Director	$0	$0	$0
GAVIN KING	DIRECTOR	3.00	Director	$0	$0	$0
ERIKA MCKAY	DIRECTOR	3.00	Director	$0	$0	$0
AMANDA SENN	DIRECTOR	3.00	Director	$0	$0	$0
MARY CAM RAYBON	DIRECTOR	3.00	Director	$0	$0	$0
ASHLEY PENHALE	PRESIDENT	3.00	Officer Director	$0	$0	$0
LAKESHA SHAHID	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MATTHEW WARD	SECRETARY	3.00	Officer Director	$0	$0	$0
TAMIKA WATKINS	TREASURER	3.00	Officer Director	$0	$0	$0
PEYTON FAULK	EXECUTIVE DIRECTOR	40.00	Officer	$81,000	$9,360	$90,360

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	$283,016	$305,986	$453,793	$-22,970
2023	$351,222	$330,107	$477,250	$21,115
2022	$297,674	$303,987	$455,975	$-6,313
2021	$267,744	$197,517	$461,736	$70,227
2020	$251,107	$216,428	$391,261	$34,679
2019	$219,446	$274,076	$357,503	$-54,630
2018	$242,048	$209,855	$411,659	$32,193