THE DADE COUNTY BAR ASSOCIATION

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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

1920

Legal Domicile

Principal Officer

NEED NAME

Phone

3053712220

Tax Period

2023-07-01 to 2024-06-30

THE DADE COUNTY BAR ASSOCIATION, founded in 1920, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $1.1M left a modest 10% surplus.

Mission

THE DADE COUNTY BAR ASSOCIATION IS DEDICATED TO CULTIVATING, PROMOTING AND DISSEMINATING KNOWLEDGE, INFORMATION, AND SERVICES TO ITS MEMBERS, THE BENCH, AND THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $37,103 Revenue: $59,165

YOUNG LAWYERS SECTION TO ASSIST ATTORNEYS UNDER THE AGE OF 36 IN THEIR PROFESSIONAL DEVELOPMENT

Program 2

Expenses: $63,693 Revenue: $292,820

LAWYER REFERRAL SERVICE TO ASSIST THE PUBLIC IN FINDING AN ATTORNEY FOR REPRESENTATION

Program 3

Expenses: $259,027 Revenue: $448,862

PROGRAMS, SEMINARS, AND SPECIAL EVENTS OFFERED TO ATTORNEYS FOR FULFILLMENT OF THEIR CONTINUING LEGAL EDUCATION REQUIREMENTS AND FOR NETWORKING WITH OTHER ATTORNEYS

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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 $313,007

Program Service Revenue $800,847

Investment Income $2,925

Other Revenue $64,925

TOTAL REVENUE $1,181,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $444,169

Fundraising Expenses $0

Program Expenses $359,823

Other Expenses $624,211

TOTAL EXPENSES $1,068,380

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,181,704	$1,383,150	-0.1%
Expenses	$1,068,380	$1,089,137	0.0%
Net Income	$113,324	$294,013	-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

Independent Members

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	Role	Reportable Comp	Other Comp	Total
ROGER SLADE	PRESIDENT	Officer Director	$0	$0	$0
SUZETTE RUSSOMANNO	PRESIDENT-ELECT	Officer Director	$0	$0	$0
CHARISE MORGAN-JOSEPH	VICE PRESIDENT	Officer Director	$0	$0	$0
STUART WEISSMAN	SECRETARY	Officer Director	$0	$0	$0
MELISSA V JORDON	TREASURER	Officer Director	$0	$0	$0
AMBER KORNREICH DIRECTOR	DIRECTOR	Director	$0	$0	$0
COLIN GIUSEPPE COX	DIRECTOR	Director	$0	$0	$0
ANTHONY PEREZ	DIRECTOR	Director	$0	$0	$0
JEREMY ROSNER	DIRECTOR	Director	$0	$0	$0
TAMMI CALARCO	DIRECTOR	Director	$0	$0	$0
BEAU BLUMBERG	DIRECTOR	Director	$0	$0	$0
BRITTANY BONNER	DIRECTOR	Director	$0	$0	$0
ELIZABETH HUGHES	DIRECTOR	Director	$0	$0	$0
AUGUSTO PERERA	DIRECTOR	Director	$0	$0	$0
ALBERT LI	DIRECTOR	Director	$0	$0	$0
ADAM FINKEL	DIRECTOR	Director	$0	$0	$0
SCOTT MERL	DIRECTOR	Director	$0	$0	$0
EVELINA LIBHEN	DIRECTOR	Director	$0	$0	$0
LORI SOCHIN	DIRECTOR	Director	$0	$0	$0
JANE W MUIR	DIRECTOR	Director	$0	$0	$0
RICHARD SHANE	DIRECTOR	Director	$0	$0	$0
BARBARA RIESBERG	DIRECTOR	Director	$0	$0	$0
VINCENT CHEN	DIRECTOR	Director	$0	$0	$0
JACQUELINE ARANGO	DIRECTOR	Director	$0	$0	$0
BELINDA BACON	DIRECTOR	Director	$0	$0	$0
PETER ABRAHAM	DIRECTOR	Director	$0	$0	$0
MARVA WILEY	DIRECTOR	Director	$0	$0	$0
FLORA SEFF	DIRECTOR	Director	$0	$0	$0
RAFAEL PEREZ	DIRECTOR	Director	$0	$0	$0
STANDFORD BLAKE	DIRECTOR	Director	$0	$0	$0
RICHARD LESLIE	DIRECTOR	Director	$0	$0	$0
SARAH ZABEL	DIRECTOR	Director	$0	$0	$0
LEONARD ELIAS	DIRECTOR	Director	$0	$0	$0
GERELD COPE	DIRECTOR	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	No data	No data	No data	No data
2024	$1,181,704	$1,068,380	$989,409	$113,324
2023	$1,383,150	$1,089,137	$1,377,531	$294,013
2022	$899,865	$902,086	$1,117,327	$-2,221
2021	$563,556	$582,803	$864,357	$-19,247
2020	$705,687	$836,803	$820,275	$-131,116
2019	$638,044	$800,009	$964,854	$-161,965
2018	$1,329,442	$1,452,113	$1,106,616	$-122,671