MEMPHIS BAR ASSOCIATION INC (EIN 620267185) - 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

1922

Legal Domicile

Principal Officer

MARY ANN UPCHURCH

Phone

9015243573

Tax Period

2023-01-01 to 2023-12-31

MEMPHIS BAR ASSOCIATION INC, founded in 1922, is a small nonprofit that reported $648K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

TO PROMOTE THE LEGAL PROFESSION IN MEMPHIS AND SHELBY COUNTY TENNESSEE.

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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 $321,953

Program Service Revenue $307,528

Investment Income $5,110

Other Revenue $13,840

TOTAL REVENUE $648,431

Expense Breakdown

Grants Paid $0

Salaries & Benefits $242,034

Fundraising Expenses $0

Program Expenses $235,382

Other Expenses $400,657

TOTAL EXPENSES $642,691

Year-over-Year Comparison

	2023	2022	Change
Revenue	$648,431	$539,811	+0.2%
Expenses	$642,691	$530,159	+0.2%
Net Income	$5,740	$9,652	-0.4%

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

N/A

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

$99,423

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
LISA GILL	DIRECTOR	1.00	Director	$0	$0	$0
TAURUS BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
MARLINEE IVERSON	DIRECTOR	1.00	Director	$0	$0	$0
PRESTON BATTLE	DIRECTOR	1.00	Director	$0	$0	$0
BOBBY MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
AMBER FLOYD	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MULROY	DIRECTOR	1.00	Director	$0	$0	$0
HONWILL PERRY	DIRECTOR	1.00	Director	$0	$0	$0
EDD PEYTON	DIRECTOR	1.00	Director	$0	$0	$0
RUCHEE PATEL	DIRECTOR	1.00	Director	$0	$0	$0
ZAYID SALEEM	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN JOY	DIRECTOR	1.00	Director	$0	$0	$0
LANI LESTER	DIRECTOR	1.00	Director	$0	$0	$0
MATT MAY	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN UPCHURCH	EXECUTIVE DIRECTOR	40.00	Officer	$99,423	$0	$99,423
JENNIFER SINK	PRESIDENT	2.50	Officer	$0	$0	$0
ADAM JOHNSON	VICE PRESIDENT	2.50	Officer	$0	$0	$0
LAURAN STIMAC	SECRETARY/TREASURER	2.50	Officer	$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	$648,431	$642,691	$220,780	$5,740
2022	$539,811	$530,159	$234,533	$9,652
2021	$492,815	$437,939	$249,367	$54,876
2020	$500,180	$543,144	$252,361	$-42,964
2019	$663,457	$697,608	$274,971	$-34,151
2018	$699,896	$699,926	$249,536	$-30

MEMPHIS BAR ASSOCIATION INC