CLEARWATER 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

TERESA CONTE

Phone

7274614869

Tax Period

2024-07-01 to 2025-06-30

CLEARWATER BAR ASSOCIATION INC, founded in 1960, is a small nonprofit that reported $420K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year.

Mission

WORKING FOR THE GREATER GOOD OF ATTORNEYS AND THE COMMUNITY AT LARGE.

Program Service Accomplishments

Program 1

Expenses: $59,183 Revenue: $128,204

LAWYER REFERRAL SERVICES ARE OFFERED TO THE GENERAL PUBLIC.

Program 2

Expenses: $60,523 Revenue: $59,189

MEMBER MEETINGS AND FUNCTIONS PROVIDE GREATER AWARENESS OF COMMUNITY LEGAL NEEDS AND IMPROVE THE QUALITY OF LEGAL RELATIONS AND CLIENT RELATIONS.

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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 $198,485

Program Service Revenue $186,320

Investment Income $2,186

Other Revenue $33,361

TOTAL REVENUE $420,352

Expense Breakdown

Grants Paid $4,267

Salaries & Benefits $208,176

Fundraising Expenses $0

Program Expenses $119,706

Other Expenses $197,251

TOTAL EXPENSES $417,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$420,352	$522,918	-0.2%
Expenses	$417,594	$521,040	-0.2%
Net Income	$2,758	$1,878	+0.5%

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

$112,416

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNOLY C MCARTHUR	PRESIDENT	10.00	Officer Director	$0	$0	$0
CHARIS CAMPBELL	PRESIENT-ELECT	2.00	Officer Director	$0	$0	$0
JAIME GIRGENTI	SECRETARY	2.00	Officer Director	$0	$0	$0
ERIN CATEY	TREASURER	2.00	Officer Director	$0	$0	$0
MARGARET SWOPE	PAST PRESIDENT	10.00	Officer Director	$0	$0	$0
ANASTASIA LANDON	DIRECTOR	2.00	Director	$0	$0	$0
DREW PATTERSON	DIRECTOR	2.00	Director	$0	$0	$0
PETER COLASANTE	DIRECTOR	2.00	Director	$0	$0	$0
BRIDGETTE DOMINGOS	DIRECTOR	2.00	Director	$0	$0	$0
LINDSEY FRENCH	DIRECTOR	2.00	Director	$0	$0	$0
SARA MCLANE	DIRECTOR	2.00	Director	$0	$0	$0
KRIS PARKER	DIRECTOR	2.00	Director	$0	$0	$0
SAMANTHA SEALEY	DIRECTOR	2.00	Director	$0	$0	$0
KIT VAN PELT	DIRECTOR	2.00	Director	$0	$0	$0
ZACHARIAH WADE	DIRECTOR	2.00	Director	$0	$0	$0
TERESA CONTE	EXECUTIVE DIRECTOR	40.00	Officer	$94,660	$17,756	$112,416

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	$420,352	$417,594	$529,683	$2,758
2024	$522,918	$521,040	$509,000	$1,878
2023	$496,453	$412,041	$520,352	$84,412
2022	$405,552	$315,108	$489,489	$90,444
2021	$314,841	$272,957	$452,939	$41,884
2020	$301,619	$300,573	$390,233	$1,046
2018	$374,571	$335,458	$370,512	$39,113