MONTGOMERY COUNTY MARYLAND BAR FOUNDATION INC (EIN 521272181) - 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

1982

Legal Domicile

Principal Officer

WANDA CLAIBORNE

Phone

3014243453

Tax Period

2024-07-01 to 2025-06-30

MONTGOMERY COUNTY MARYLAND BAR FOUNDATION INC, founded in 1982, is a small nonprofit in the Crime & Legal sector that reported $907K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $1.0M exceeded revenue, resulting in a 12% operating deficit.

Mission

THE MONTGOMERY COUNTY, MARYLAND, BAR FOUNDATION SHALL HAVE THE SPECIFIC PURPOSE TO ORGANIZE, OPERATE, AND CONTRIBUTE TO PROGRAMS DEDICATED TO THE PROMOTION OF SOCIAL WELFARE, THE ELIMINATION OF PREJUDICE AND DISCRIMINATION, THE PROTECTION OF HUMAN AND CIVIL LIBERTIES PROTECTED BY LAW, AND ENSURE THE AVAILABILITY OF QUALIFIED LEGAL ASSISTANCE OF EVERY KIND TO THE MEMBERS OF THE COMMUNITY.

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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 $676,942

Program Service Revenue $218,018

Investment Income $3,325

Other Revenue $9,112

TOTAL REVENUE $907,397

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $305,332

Fundraising Expenses $12,776

Program Expenses $723,601

Other Expenses $681,489

TOTAL EXPENSES $1,019,821

Year-over-Year Comparison

	2024	2023	Change
Revenue	$907,397	$993,425	-0.1%
Expenses	$1,019,821	$1,156,975	-0.1%
Net Income	$-112,424	$-163,550	-0.3%

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

228

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

$127,059

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN S ZIPP	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN B VINICK	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE PERRY	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL J HAVENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
LYNNDOLYN T MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
LASHEENA M WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
KEITH J ROSA	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSICA MARKHAM	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY D RACHLIN	SECRETARY	1.00	Officer Director	$0	$0	$0
PILAR NICHOLS	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
JEFFREY M SCHWABER	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN J BIENSTOCK	DIRECTOR	1.00	Director	$0	$0	$0
HONORABLE MARY BETH MCCORMICK	DIRECTOR	1.00	Director	$0	$0	$0
HONORABLE MARIELSA A BERNARD	DIRECTOR	1.00	Director	$0	$0	$0
HONORABLE AMY J BILLS	DIRECTOR	1.00	Director	$0	$0	$0
EDUARDO S GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE KATE H MCQUEEN	TREASURER	1.00	Officer Director	$0	$0	$0
CASEY FLORANCE	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN C GRANT	DIRECTOR	1.00	Director	$0	$0	$0
ANNE-MARIE CARNEMARK	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW L SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS M DEGONIA II	DIRECTOR	1.00	Director	$0	$0	$0
WANDA A CALVIN CLAIBORNE	EXECUTIVE DIRECTOR	20.00	Officer	$0	$24,559	$127,059

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	$907,397	$1,019,821	$1,296,789	$-112,424
2024	$993,425	$1,156,975	$1,381,082	$-163,550
2023	$1,075,035	$1,111,922	$1,595,803	$-36,887
2022	$930,047	$994,664	$1,558,447	$-64,617
2021	$719,175	$715,564	$1,677,392	$3,611
2020	$817,053	$837,992	$1,599,883	$-20,939
2019	$954,560	$941,677	$1,630,214	$12,883
2018	$820,714	$958,418	$1,715,937	$-137,704

MONTGOMERY COUNTY MARYLAND BAR FOUNDATION INC