COLLIER COUNTY BAR ASSOCIATION INC (EIN 591539262) - 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

1974

Legal Domicile

Principal Officer

JAMIE SCHWINGHAMER

Phone

2392528711

Tax Period

2024-07-01 to 2025-06-30

COLLIER COUNTY BAR ASSOCIATION INC, founded in 1974, is a small nonprofit that reported $608K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

TO ADVANCE THE LEGAL PROFESSION WITHIN COLLIER COUNTY, FLORIDA.

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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 $302,245

Program Service Revenue $293,233

Investment Income $12,643

Other Revenue $361

TOTAL REVENUE $608,482

Expense Breakdown

Grants Paid $2,750

Salaries & Benefits $298,173

Fundraising Expenses $0

Other Expenses $307,084

TOTAL EXPENSES $608,007

Year-over-Year Comparison

	2024	2023	Change
Revenue	$608,482	$505,188	+0.2%
Expenses	$608,007	$518,729	+0.2%
Net Income	$475	$-13,541	-1.0%

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

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

$138,850

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER DONOVAN	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMIE SCHWINGHAMER	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
CHARLES WHITTINGTON	TREASURER	2.00	Officer Director	$0	$0	$0
HILDA CENECHARLES	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS GORMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
EDWARD LARSEN TILL 7124	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
RACHEL KERLEK TILL 7125	PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD ANNUNZIATA	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BERNSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
SABSINA KARIMI	DIRECTOR	1.00	Director	$0	$0	$0
SHARON LOVE	DIRECTOR	1.00	Director	$0	$0	$0
ERIC OLSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL RUBENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SNEERINGER	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL LOUKONEN TILL 5125	DIRECTOR	1.00	Director	$0	$0	$0
DONNA MARSHALL TILL 7124	DIRECTOR	1.00	Director	$0	$0	$0
LISA TERWILLIGER	EXECUTIVE DIRECTOR	40.00	Officer	$123,597	$15,253	$138,850

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	$608,482	$608,007	$452,254	$475
2024	$505,188	$518,729	$424,126	$-13,541
2023	$533,917	$568,139	$471,162	$-34,222
2022	$455,187	$501,603	$482,624	$-46,416
2021	$500,175	$376,016	$486,409	$124,159
2020	$436,997	$445,209	$381,667	$-8,212
2019	$430,950	$453,768	$307,892	$-22,818

COLLIER COUNTY BAR ASSOCIATION INC