KENTUCKY BAR ASSOCIATION (EIN 610488768) - 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

1934

Legal Domicile

Principal Officer

JOHN D MEYERS

Phone

5025643795

Tax Period

2023-07-01 to 2024-06-30

KENTUCKY BAR ASSOCIATION, founded in 1934, is a community nonprofit that reported $7.7M in total revenue in fiscal year 2023. The organization ran a surplus of $1.3M, a strong 17% operating margin.

Mission

IMPLEMENT, ADMINISTER AND ENFORCE KENTUCKY SUPREME COURT RULES REGARDING THE DISCIPLINE AND EDUCATION OF THE ATTORNEYS OF KENTUCKY

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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 $5,130,535

Program Service Revenue $1,426,287

Investment Income $568,929

Other Revenue $555,013

TOTAL REVENUE $7,680,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,621,187

Fundraising Expenses $0

Other Expenses $2,763,845

TOTAL EXPENSES $6,385,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,680,764	$7,434,112	+0.0%
Expenses	$6,385,032	$6,251,158	+0.0%
Net Income	$1,295,732	$1,182,954	+0.1%

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

750

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

$145,720

Total Directors

$145,720

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN D MEYERS	EXECUTIVE DI	37.50	Officer Director	$145,720	$0	$145,720
AMELIA M ADAMS	BOARD MEMBER	N/A	Director	$0	$0	$0
DOUGLAS G BENGE	BOARD MEMBER	N/A	Director	$0	$0	$0
RHONDA JENNINGS BLACKBURN	PRESIDENT-EL	N/A	Officer Director	$0	$0	$0
ALLISON I CONNELLY	BOARD MEMBER	N/A	Director	$0	$0	$0
MATTHEW P COOK	BOARD MEMBER	N/A	Director	$0	$0	$0
MIRANDA D CLICK	BOARD MEMBER	N/A	Director	$0	$0	$0
ELIZABETH A COMBS	Y.L. DIVISIO	N/A	Officer Director	$0	$0	$0
AMY CUBBAGE	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
JENNIFER M GATHERWRIGHT	BOARD MEMBER	N/A	Director	$0	$0	$0
WILLIAM M HALL JR	BOARD MEMBER	N/A	Director	$0	$0	$0
SUSAN MONTALVO-GESSER	BOARD MEMBER	N/A	Director	$0	$0	$0
STEPHANIE MCGEHEE-SHACKLETTE	BOARD MEMBER	N/A	Director	$0	$0	$0
TODD V MCMURTRY	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
SUSAN D PHILLIPS	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMES M RIDINGS	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMES A SIGLER	BOARD MEMBER	N/A	Director	$0	$0	$0
W FLETCHER MCMURRY SCHROCK	PRESIDENT	N/A	Officer Director	$0	$0	$0
CATHERINE D STAVROS	BOARD MEMBER	N/A	Director	$0	$0	$0
J TANNER WATKINS	BOARD MEMBER	N/A	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	$7,680,764	$6,385,032	$15,969,726	$1,295,732
2023	$7,434,112	$6,251,158	$14,217,925	$1,182,954
2022	$7,115,529	$5,530,382	$12,528,151	$1,585,147
2021	$7,180,578	$4,855,153	$11,804,122	$2,325,425
2020	$6,235,479	$5,170,350	$9,008,345	$1,065,129
2019	$7,161,621	$5,625,181	$8,181,210	$1,536,440
2018	$7,300,376	$18,413,610	$15,764,875	$-11,113,234

KENTUCKY BAR ASSOCIATION