SARASOTA COUNTY BAR ASSOCIATION INC

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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

1960

Legal Domicile

Principal Officer

AMANDA KISON

Phone

9418618180

Tax Period

2023-09-01 to 2024-08-31

SARASOTA COUNTY BAR ASSOCIATION INC, founded in 1960, is a small nonprofit that reported $289K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $340K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE MISSION OF THE SARASOTA COUNTY BAR ASSOCIATION, INC., IS TO SERVE OUR MEMBERSHIP BY ADVANCING PROFESSIONALISM, PROMOTING PRACTICE DEVELOPMENT, AND FOSTERING FELLOWSHIP.

Program Service Accomplishments

Program 1

A MOCK TRIAL PRESENTATION FOR APPROXIMATELY 200 HIGH SCHOOL STUDENTS INVOLVING OVER 100 MEMBER VOLUNTEERS AND A MOCK TRIAL COMPETITION FOR HIGH SCHOOL STUDENTS.

Program 2

CONTINUING LEGAL EDUCATION: EDUCATIONAL OPPORTUNITIES ARE OFFERED TO MEMBERS AT MONTHLY PRACTICE AREA SECTION MEETINGS; TOPICS WITH A FOCUS ON ETHICS & PROFESSIONALISM ARE PRESENTED TO MEMBERS AND...

CONTINUING LEGAL EDUCATION: EDUCATIONAL OPPORTUNITIES ARE OFFERED TO MEMBERS AT MONTHLY PRACTICE AREA SECTION MEETINGS; TOPICS WITH A FOCUS ON ETHICS & PROFESSIONALISM ARE PRESENTED TO MEMBERS AND OCCASIONALLY TO LEGAL SUPPORT STAFF; WORKSHOPS WITH JUDGES AND OTHER COURT PERSONNEL TO IMPROVE THE ADMINISTRATION OF JUSTICE ARE OFFERED THROUGHOUT THE YEAR.

Program 3

LUNCHEONS, DINNERS, BANQUETS, SOCIALS: OPPORTUNITIES TO IMPROVE COLLEGIALITY AMONG MEMBERS, JUDICIARY, AND OTHER CONSTITUTIONAL OFFICERS, ALONG WITH PROMOTING PRACTICE DEVELOPMENT, ARE PROVIDED BY...

LUNCHEONS, DINNERS, BANQUETS, SOCIALS: OPPORTUNITIES TO IMPROVE COLLEGIALITY AMONG MEMBERS, JUDICIARY, AND OTHER CONSTITUTIONAL OFFICERS, ALONG WITH PROMOTING PRACTICE DEVELOPMENT, ARE PROVIDED BY OFFERING A VARIETY OF FUNCTIONS DURING THE YEAR. EVENTS ARE OFTEN OPEN TO OTHER BUSINESS PROFESSIONALS.

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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 $0

Program Service Revenue $269,969

Investment Income $4,419

Other Revenue $14,813

TOTAL REVENUE $289,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,899

Fundraising Expenses $0

Other Expenses $206,721

TOTAL EXPENSES $339,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$289,201	$331,813	-0.1%
Expenses	$339,620	$305,211	+0.1%
Net Income	$-50,419	$26,602	-2.9%

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

Volunteers

948

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

$99,673

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY L LIPPS	EXEC DIRECTOR	40.00	Officer	$99,673	$0	$99,673
WILLIAM MOTHERWAY	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA KING	DIRECTOR	1.00	Director	$0	$0	$0
ALAN PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA RIDDELL	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE STEPHAN	DIRECTOR	1.00	Director	$0	$0	$0
TAMARA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY MOWRY	DIRECTOR	1.00	Director	$0	$0	$0
CAROLEEN BREJ	DIRECTOR	1.00	Director	$0	$0	$0
AJ STICKLEY	SOUTH COUNTY PRESIDENT	1.00	Director	$0	$0	$0
NATASHA SELVARAJ	YLD PRESIDENT	1.00	Director	$0	$0	$0
AMANDA R KISON	PRESIDENT	1.00	Officer Director	$0	$0	$0
NEIL T LYONS	IMM PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BRYAN KESSLER	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
SARA CASTRO	SECRETARY	1.00	Officer Director	$0	$0	$0
JAY CASTLE	TREASURER	1.00	Officer 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	$289,201	$339,620	$576,544	$-50,419
2023	$331,813	$305,211	$574,940	$26,602
2022	$271,605	$209,698	$553,758	$61,907
2021	$250,781	$179,574	$518,278	$71,207
2020	$305,566	$235,776	$462,679	$69,790
2019	$298,923	$301,147	$383,418	$-2,224
2018	$322,081	$251,640	$401,257	$70,441