SOUTH PALM BEACH COUNTY BAR ASSOCIATION (EIN 650004023) - 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

1961

Legal Domicile

Principal Officer

SEAN M LEBOWITZ

Phone

5612376858

Tax Period

2024-07-01 to 2025-06-30

SOUTH PALM BEACH COUNTY BAR ASSOCIATION, founded in 1961, is a small nonprofit that reported $464K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO EDUCATE AND INFORM MEMBERS OF THE LEGAL COMMUNITY IN THE SOUTH PALM BEACH COUNTY REGION.

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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 $56,410

Program Service Revenue $398,701

Investment Income $8,316

Other Revenue $443

TOTAL REVENUE $463,870

Expense Breakdown

Grants Paid $1,025

Salaries & Benefits $176,578

Fundraising Expenses $0

Other Expenses $296,257

TOTAL EXPENSES $473,860

Year-over-Year Comparison

	2024	2023	Change
Revenue	$463,870	$402,910	+0.2%
Expenses	$473,860	$364,687	+0.3%
Net Income	$-9,990	$38,223	-1.3%

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

$97,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILNAR JULMISTE	PRESIDENT	1.20	Officer Director	$0	$0	$0
SEAN LEBOWITZ	PRESIDENT ELECT	1.20	Officer Director	$0	$0	$0
SCOTT WEISS	TREASURER	1.20	Officer Director	$0	$0	$0
STEVEN RAPPAPORT	SECRETARY	1.20	Officer Director	$0	$0	$0
CHRISTOPHER SAJDERA	IMMEDIATE PAST-PRESIDENT	1.20	Officer Director	$0	$0	$0
IAN BERKOWITZ	DIRECTOR	1.20	Director	$0	$0	$0
JEREMY DICKER	DIRECTOR	1.20	Director	$0	$0	$0
JENNIFER DELGADO	DIRECTOR	1.20	Director	$0	$0	$0
SCOTT EDWARDS	DIRECTOR	1.20	Director	$0	$0	$0
ELISSA FITZMARTIN	DIRECTOR	1.20	Director	$0	$0	$0
JENNIFER FULTON	DIRECTOR	1.20	Director	$0	$0	$0
STACEY MULLINS	DIRECTOR	1.20	Director	$0	$0	$0
EMILY PINELESS	DIRECTOR	1.20	Director	$0	$0	$0
RACHEL SCHRAGER	DIRECTOR	1.20	Director	$0	$0	$0
KRISTIN LITTEN	EXECUTIVE DIRECTOR	40.00	Officer	$97,692	$0	$97,692

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	$463,870	$473,860	$256,928	$-9,990
2024	$402,910	$364,687	$262,124	$38,223
2023	$369,134	$296,051	$240,223	$73,083
2022	$312,127	$259,700	$144,486	$52,427
2020	$81,119	$98,170	$78,659	$-17,051
2019	$130,864	$115,008	$102,934	$15,856
2018	$134,184	$124,717	$86,369	$9,467

SOUTH PALM BEACH COUNTY BAR ASSOCIATION