Palm Beach County Bar Association … - Form 990 Financial Data

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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

1922

Legal Domicile

Principal Officer

Scott Smith

Phone

5616872800

Tax Period

2022-07-01 to 2023-06-30

Palm Beach County Bar Association Inc, founded in 1922, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year. Expenses of $1.3M left a modest 5% surplus.

Mission

The mission of the PBCBA is to serve its members, foster professionalism and enhance the public's understanding and awareness of the legal system.

Program Service Accomplishments

Program 1

Provide a means for member attorneys to acquire referrals. One of the main purposes of the lawyer referral service is to provide members of the public with a consultation with an attorney at a...

Provide a means for member attorneys to acquire referrals. One of the main purposes of the lawyer referral service is to provide members of the public with a consultation with an attorney at a minimal charge or refer them to another nonprofit which can assist them with their legal issues.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,302,677

Investment Income $25,089

Other Revenue $38,692

TOTAL REVENUE $1,366,458

Expense Breakdown

Grants Paid $28,976

Salaries & Benefits $483,256

Fundraising Expenses $0

Other Expenses $787,420

TOTAL EXPENSES $1,299,652

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,366,458	$1,452,475	-0.1%
Expenses	$1,299,652	$1,202,888	+0.1%
Net Income	$66,806	$249,587	-0.7%

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

225

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julia Wyda	Immediate Past President	4.00	Officer Director	$0	$0	$0
Scott B Smith	President	4.00	Officer Director	$0	$0	$0
Grasford Smith	President-Elect	4.00	Officer Director	$0	$0	$0
Michael Kranz	YLS President	2.00	Director	$0	$0	$0
Barry Balmuth	NCS President	2.00	Director	$0	$0	$0
Andrea Lewis	Director	2.00	Director	$0	$0	$0
Jack Rice	Director	2.00	Director	$0	$0	$0
JeanMarie Middleton	Director/Secretary	4.00	Officer Director	$0	$0	$0
Lauren E Johnson	Director/Treasurer	4.00	Officer Director	$0	$0	$0
Lawonda Warren	Director	2.00	Director	$0	$0	$0
Lindsay Demmery	Director	2.00	Director	$0	$0	$0
Nichole J Segal	Director	2.00	Director	$0	$0	$0
Scott Perry	Director	2.00	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	No data	No data	No data	No data
2023	$1,366,458	$1,299,652	$3,318,590	$66,806
2022	$1,452,475	$1,202,888	$3,259,337	$249,587
2021	$985,258	$893,570	$3,355,062	$91,688
2020	$840,806	$1,008,087	$3,047,047	$-167,281
2019	$1,361,266	$1,193,760	$3,050,726	$167,506
2018	$943,221	$1,127,198	$2,889,374	$-183,977
2018	$343,221	$1,127,198	$2,388,033	$-783,977

Palm Beach County Bar Association Inc