ESCAMBIA-SANTA ROSA BAR ASSOCIATION INC (EIN 592176221) - 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

1971

Legal Domicile

Principal Officer

JEFF NALL

Phone

8504348135

Tax Period

2024-09-01 to 2025-08-31

ESCAMBIA-SANTA ROSA BAR ASSOCIATION INC, founded in 1971, is a small nonprofit that reported $228K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $262K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE PRIMARY EXEMPT PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN THE STANDARDS OF THE BAR, TO FOSTER AND UPHOLD RESPECT FOR THE LAWS OF THE STATE OF FLORIDA AND THE UNITED STATES; TO DISSEMINATE AMONG ITS MEMBERS PERTINENT INFORMATION BY PUBLISHING THE SUMMATION WEEKLY AND TO ENGENDER FELLOWSHIP AMONG THE MEMBERS OF THE ASSOCIATION.

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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 $0

Program Service Revenue $220,327

Investment Income $6

Other Revenue $7,720

TOTAL REVENUE $228,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,866

Fundraising Expenses $0

Program Expenses $262,261

Other Expenses $107,395

TOTAL EXPENSES $262,261

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,053	$275,837	-0.2%
Expenses	$262,261	$277,069	-0.1%
Net Income	$-34,208	$-1,232	+26.8%

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

Total Directors

$76,472

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE PASSERETTI	PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA GILLILAND	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
RACHEL SHEFFIELD	TREASURER	0.35	Officer Director	$0	$0	$0
STEPHEN LUONGO	SECRETARY	0.30	Officer Director	$0	$0	$0
JOSEPH A PASSERETTI	IMMEDIATE PAST PRESIDENT	0.05	Officer Director	$0	$0	$0
KRISTINA COOK	DIRECTOR	0.25	Director	$0	$0	$0
PATRICK JENNINGS	DIRECTOR	0.25	Director	$0	$0	$0
BRENTON GOODMAN	DIRECTOR	0.25	Director	$0	$0	$0
ALEXIS MAYS	DIRECTOR	0.25	Director	$0	$0	$0
ANDREW SPENCER	DIRECTOR	0.25	Director	$0	$0	$0
SHELBY SAVAGE	DIRECTOR	0.25	Director	$0	$0	$0
JESSICA SCHOLL	DIRECTOR	0.25	Director	$0	$0	$0
MICHELLE NGUYEN	DIRECTOR	0.25	Director	$0	$0	$0
ANGELA TRAWICK	DIRECTOR	0.25	Director	$0	$0	$0
AARON WATSON	DIRECTOR	0.25	Director	$0	$0	$0
JEFF NALL	EXECUTIVE DIRECTOR	40.00	Director	$74,259	$2,213	$76,472
ALEX MESSMORE	DIRECTOR	0.25	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	$228,053	$262,261	$63,230	$-34,208
2024	$275,837	$277,069	$97,311	$-1,232
2023	$262,303	$274,184	$98,451	$-11,881
2022	$271,206	$250,559	$110,321	$20,647
2021	$234,928	$204,754	$89,699	$30,174
2020	$191,316	$202,103	$59,446	$-10,787
2019	$213,510	$223,283	$70,225	$-9,773
2018	$204,086	$214,643	$79,980	$-10,557

ESCAMBIA-SANTA ROSA BAR ASSOCIATION INC