BAY AREA LEGAL SERVICES INC (EIN 591171886) - 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

1967

Legal Domicile

Principal Officer

JOAN C BOLES

Phone

8132321343

Tax Period

2024-01-01 to 2024-12-31

BAY AREA LEGAL SERVICES INC, founded in 1967, is a mid-sized nonprofit that reported $16.9M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $15.7M left a modest 7% surplus.

Mission

BAY AREA LEGAL SERVICES IS A REGIONAL, NON-PROFIT PUBLIC INTEREST LAW FIRM PROVIDING THE HIGHEST QUALITY LEGAL COUNSEL BY ASSISTING INDIVIDUALS AND NON-PROFIT GROUPS WITH LIMITED ACCESS TO LEGAL SERVICES, RESOLVING THE LEGAL PROBLEMS OF OUR CLIENTS, AND PRESERVING THE INDEPENDENCE, HOPE, AND DIGNITY OF THOSE WE SERVE.

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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 $16,699,467

Program Service Revenue $0

Investment Income $128,568

Other Revenue $25,043

TOTAL REVENUE $16,853,078

Expense Breakdown

Grants Paid $452,990

Salaries & Benefits $12,544,395

Fundraising Expenses $448,279

Program Expenses $14,016,958

Other Expenses $2,649,328

TOTAL EXPENSES $15,661,397

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,853,078	$15,028,719	+0.1%
Expenses	$15,661,397	$14,297,543	+0.1%
Net Income	$1,191,681	$731,176	+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

190

Volunteers

173

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

$629,439

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIVIAN CORTES HODZ ESQ	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
JEFFREY COX ESQ	CHAIRPERSON-ELECT	2.00	Officer Director	$0	$0	$0
ANDREW O'MALLEY ESQ	CHAIRMAN EMERITUS	2.00	Director	$0	$0	$0
CRAIG E ROTHBURD ESQ	SECRETARY	2.00	Officer Director	$0	$0	$0
JIM THALER ESQ	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL BEDKE ESQ	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA C BELL ESQ	DIRECTOR	2.00	Director	$0	$0	$0
CAROLEEN B BREJ ESQ	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA DAVIS-GRYCE	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE DERR ESQ	DIRECTOR	2.00	Director	$0	$0	$0
VALORIE HOPPENWORTH	DIRECTOR	2.00	Director	$0	$0	$0
ADRIANA HUAPILLA	DIRECTOR, UNTIL 11/2024	2.00	Director	$0	$0	$0
SARAH LAHLOU-AMINE ESQ	DIRECTOR, UNTIL 3/2024	2.00	Director	$0	$0	$0
YOLANDA V LEE-GEORGE	DIRECTOR	2.00	Director	$0	$0	$0
EVAN MALLOY ESQ	DIRECTOR	2.00	Director	$0	$0	$0
PAUL MARTINEZ	DIRECTOR	2.00	Director	$0	$0	$0
ALEX SARSFIELD ESQ	DIRECTOR	2.00	Director	$0	$0	$0
TORI SIMMONS ESQ	DIRECTOR	2.00	Director	$0	$0	$0
LINDA ANDERSON STANLEY ESQ	DIRECTOR	2.00	Director	$0	$0	$0
VICTOR VAN PELT	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
GIESI OLLER	DIRECTOR, AS OF 11/2024	2.00	Director	$0	$0	$0
YOHANCE PETTIS ESQ	DIRECTOR, AS OF 3/2024	2.00	Director	$0	$0	$0
JOAN BOLES	PRESIDENT AND CEO	37.50	Officer	$192,753	$17,583	$210,336
JENA HUDSON	DEPUTY DIRECTOR	37.50	Officer	$127,321	$19,363	$146,684
JP LACASSE	COO	37.50	Officer	$145,257	$7,122	$152,379
LYNN ABBOTT	CFO	37.50	Officer	$106,430	$13,610	$120,040
JEFFREY GRABEL	LITIGATION AND ADVOCACY DIRECTOR	37.50	Highest	$108,347	$24,673	$133,020
THOMAS DIFIORE	TEAM LEADER	37.50	Highest	$112,445	$24,953	$137,398
GALE PINKSTON	TEAM LEADER	37.50	Highest	$118,629	$21,662	$140,291
THERESA JILL LOPRESTO	HR DIRECTOR	37.50	Highest	$113,487	$13,897	$127,384
MARTIN LAWYER ESQ	SR. STAFF ATTORNEY	37.50	Highest	$115,788	$5,597	$121,385

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	$16,853,078	$15,661,397	$14,306,697	$1,191,681
2023	$15,028,719	$14,297,543	$15,170,278	$731,176
2022	$12,511,833	$13,357,605	$12,705,960	$-845,772
2021	$14,637,942	$12,717,074	$8,281,184	$1,920,868
2020	$11,100,280	$11,988,211	$8,377,486	$-887,931
2019	$10,210,344	$10,845,008	$6,119,312	$-634,664
2018	$9,556,201	$8,910,264	$6,189,317	$645,937

BAY AREA LEGAL SERVICES INC