ATLANTA BAR FOUNDATION INC (EIN 581676758) - 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

1985

Legal Domicile

Principal Officer

ANTONIA ROBERTS

Phone

4045210781

Tax Period

2024-06-01 to 2025-05-31

ATLANTA BAR FOUNDATION INC, founded in 1985, is a small nonprofit in the Crime & Legal sector that reported $568K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 19% operating margin.

Mission

SEE PAGE 2, PART III

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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 $480,437

Program Service Revenue $0

Investment Income $42,959

Other Revenue $44,897

TOTAL REVENUE $568,293

Expense Breakdown

Grants Paid $336,761

Salaries & Benefits $23,907

Fundraising Expenses $0

Program Expenses $388,477

Other Expenses $99,862

TOTAL EXPENSES $460,530

Year-over-Year Comparison

	2024	2023	Change
Revenue	$568,293	$430,360	+0.3%
Expenses	$460,530	$393,516	+0.2%
Net Income	$107,763	$36,844	+1.9%

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

$126,169

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTONIA ROBERTS	EXECUTIVE DI	5.00	Officer	$20,958	$0	$126,169
JOEL NEUMAN	PRESIDENT	15.00	Officer Director	$0	$0	$0
REBECCA A HOELTING	VICE PRES/PR	5.00	Officer Director	$0	$0	$0
CHRISTOPER P LIGHTNER	SECRETARY	5.00	Officer Director	$0	$0	$0
HANNIBAL HEREDIA	TREASURER	5.00	Officer Director	$0	$0	$0
ALAN POOLE	IMM. PAST PR	5.00	Officer Director	$0	$0	$0
EMILY C WARD	PRESIDENT, A	1.00	Director	$0	$0	$0
E TYRON BROWN	VICE PRES.,	1.00	Director	$0	$0	$0
AMY CHENG	MEMBER AT LA	1.00	Director	$0	$0	$0
LOUIS COHAN	MEMBER AT LA	1.00	Director	$0	$0	$0
ASHLEY ESCOE	MEMBER AT LA	1.00	Director	$0	$0	$0
RENA FELTON	MEMBER AT LA	1.00	Director	$0	$0	$0
BROOKE FRENCH	MEMBER AT LA	1.00	Director	$0	$0	$0
JON HEDGEPETH	MEMBER AT LA	1.00	Director	$0	$0	$0
DAVID HOPKINS	MEMBER AT LA	1.00	Director	$0	$0	$0
BRENTON HUND	MEMBER AT LA	1.00	Director	$0	$0	$0
S WADE MALONE	MEMBER AT LA	1.00	Director	$0	$0	$0
MELINDA PILLOW	MEMBER AT LA	1.00	Director	$0	$0	$0
ELIZABETH PRICE	MEMBER AT LA	1.00	Director	$0	$0	$0
WILLIAM M RAGLAND JR	MEMBER AT LA	1.00	Director	$0	$0	$0
SAMANTHA SKOLNICK	MEMBER AT LA	1.00	Director	$0	$0	$0
MARGARET VATH	MEMBER AT LA	1.00	Director	$0	$0	$0
RYAN WALSH	MEMBER AT LA	1.00	Director	$0	$0	$0
T TIMOTHY WANG	MEMBER AT LA	1.00	Director	$0	$0	$0
ROBERT WELLON	MEMBER AT LA	1.00	Director	$0	$0	$0
HON T JACKSON BEDFORD JR	EX-OFFICIO M	1.00	Director	$0	$0	$0
FRANK STRICKLAND	EX-OFFICIO M	1.00	Director	$0	$0	$0
ALLAN J TANENBAUM	EX-OFFICIO M	1.00	Director	$0	$0	$0
WILLIAM SCHRODER	EX-OFFICIO M	1.00	Director	$0	$0	$0
JACK SPALDING SCHRODER JR	EX-OFFICIO M	1.00	Director	$0	$0	$0
TERRENCE CROFT	EX-OFFICIO M	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	$568,293	$460,530	$1,048,337	$107,763
2024	$430,360	$393,516	$945,541	$36,844
2023	$408,406	$382,625	$801,474	$25,781
2022	$430,442	$404,044	$834,451	$26,398
2021	$164,427	$138,174	$819,669	$26,253
2020	$372,964	$387,840	$644,863	$-14,876
2019	$458,304	$443,610	$646,843	$14,694
2018	$368,747	$358,206	$647,010	$10,541

ATLANTA BAR FOUNDATION INC