NATIONAL BAR INSTITUTE (EIN 521275633) - 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

FRANK SEALES

Phone

2024973187

Tax Period

2023-01-01 to 2023-12-31

NATIONAL BAR INSTITUTE, founded in 1982, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023.

Mission

NBI PROVIDES FOR ITS MEMBERS IN A WAY THAT IS CONSISTENT WITH THE NATIONAL BAR ASSOCIATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,657,422

Program Service Revenue $0

Investment Income $377

Other Revenue $0

TOTAL REVENUE $1,657,799

Expense Breakdown

Grants Paid $232,285

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,626,893

Other Expenses $1,466,309

TOTAL EXPENSES $1,698,594

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,657,799	$1,615,979	+0.0%
Expenses	$1,698,594	$1,640,968	+0.0%
Net Income	$-40,795	$-24,989	+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

100

Independent Members

100

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
DR WALTER L SUTTON	CHAIR	5.00	Officer Director	$0	$0	$0
REGINA K DILLARD	VICE CHAIR	5.00	Officer Director	$0	$0	$0
SONYA D HOSKINS	SECRETARY	5.00	Officer Director	$0	$0	$0
FRANK SEALES	TREASURER	10.00	Officer Director	$0	$0	$0
ASHLEY L UPKINS	NBA PRES ELECT	5.00	Director	$0	$0	$0
CARY L HALL	WEALTH ADVISOR	5.00	Director	$0	$0	$0
DAVID A GREEN	DIR	5.00	Director	$0	$0	$0
NORMA B HUTCHESON	DIR	5.00	Director	$0	$0	$0
ANTOINETTE M TONI JACKSON	DIR	5.00	Director	$0	$0	$0
STEPHANIE D JONES	DIR	5.00	Director	$0	$0	$0
ALFREDA ROBINSON	DIR	5.00	Director	$0	$0	$0
BELINDA D STITH	DIR	5.00	Director	$0	$0	$0
VICKIE E TURNER	DIR	5.00	Director	$0	$0	$0
KWAMINA WILLIFORD	DIR	5.00	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
2024	No data	No data	No data	No data
2023	$1,657,799	$1,698,594	$2,677,651	$-40,795
2022	$1,615,979	$1,640,968	$2,797,121	$-24,989
2021	$939,755	$820,855	$2,822,303	$118,900
2020	$2,055,338	$945,247	$2,703,402	$1,110,091
2019	$1,404,078	$1,151,137	$1,593,311	$252,941
2018	$1,050,346	$588,009	$1,340,370	$462,337

NATIONAL BAR INSTITUTE