COLEGIO DE ABOGADOS DE P R (EIN 660194690) - 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

1932

Legal Domicile

Principal Officer

Jose Montalvo

Phone

7877213358

Tax Period

2024-01-01 to 2024-12-31

COLEGIO DE ABOGADOS DE P R, founded in 1932, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Net assets of $5.0M represent 40 months of operating reserves.

Mission

Advancement and development of the legal profession, to uphold and maintain the dignity of the profession and its members, and to promote a high and strict professional moral among the Puerto Rico bar association members.

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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 $589,350

Program Service Revenue $0

Investment Income $153,051

Other Revenue $775,714

TOTAL REVENUE $1,518,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $659,078

Fundraising Expenses $0

Program Expenses $616,195

Other Expenses $822,326

TOTAL EXPENSES $1,481,404

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,518,115	$1,646,204	-0.1%
Expenses	$1,481,404	$1,531,239	0.0%
Net Income	$36,711	$114,965	-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

300

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

$71,344

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jose Montalvo	Executive Director	40	Key Emp	$71,344	$0	$71,344
Adriana Toro Ruiz	Sub Secretary	1	Director	$0	$0	$0
Vivian Godineaux Villaronga	President	1	Director	$0	$0	$0
Yanira Reyes Gil	First Vice President	1	Director	$0	$0	$0
Luis Dubon	Secretary	1	Director	$0	$0	$0
Glorimar Acevedo Cruz	Treasurer	1	Director	$0	$0	$0
Loharina Velazquez Castro	Sub Treasurer	1	Director	$0	$0	$0
Kevin M Rivera	Second Vice President	1	Director	$0	$0	$0
Lindsay Lopez	Aguadilla Delegate	1	Director	$0	$0	$0
Hilda E Colon Rivera	Aibonito Delegate	1	Director	$0	$0	$0
Stephanie Cabrera Hernandez	Arecibo Delegate	1	Director	$0	$0	$0
Carol Sosa Santiago	Carolina Delegate	1	Director	$0	$0	$0
Sonia Torres	Aibonito Delegate	1	Director	$0	$0	$0
Daniel E Matos Melendez	Rio Piedras Delegate	1	Director	$0	$0	$0
Nora Cruz	Arecibo Delegate	1	Director	$0	$0	$0
Miguel Marrero	Bayamon Delegate	1	Director	$0	$0	$0
Neysa Valle Jimenez	Bayamon Delegate	1	Director	$0	$0	$0
Edgardo Hernandez Velez	Carolina Delegate	1	Director	$0	$0	$0
Carmen Astacio Caraballo	Fajardo Delegate	1	Director	$0	$0	$0
Fredeswin Perez	Caguas Delegate	1	Director	$0	$0	$0
Ricardo Ruiz Diaz	Fajardo Delegate	1	Director	$0	$0	$0
Manuel A Rivera Lugo	Humacao Delegate	1	Director	$0	$0	$0
Ernesto J Delgado Soto	Mayaguez Delegate	1	Director	$0	$0	$0
Jesus M Jimenez Gonzalez-Rubio	Guayama Delegate	1	Director	$0	$0	$0
Ismael Torres Rodriguez	Guayama Delegate	1	Director	$0	$0	$0
Norana Sanchez Alvarado	Mayaguez Delegate	1	Director	$0	$0	$0
Jessica E Mendez Colberg	Ponce Delegate	1	Director	$0	$0	$0
Virginia Irizarry Munoz	Ponce Delegate	1	Director	$0	$0	$0
Alejandro Torres Rivera	Rio Piedras Delegate	1	Director	$0	$0	$0
Giselle Lombardi Gonzalez	San Juan Delegate	1	Director	$0	$0	$0
Orville O Valentin Rivera	Utuado Delegate	1	Director	$0	$0	$0
Laura E Moreno Orama	Utuado Delegate	1	Director	$0	$0	$0
Manuel A Quilichini	Past president	1	Director	$0	$0	$0
Neliza M Cruz Ramos	Student representative	1	Director	$0	$0	$0
Francisca Reyes Ferrer	At large Delegate	1	Director	$0	$0	$0
Rafael Capella Angueira	Aguadilla Delegate	1	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
2024	$1,518,115	$1,481,404	$5,728,174	$36,711
2023	$1,646,204	$1,531,239	$5,397,598	$114,965
2022	$1,526,859	$1,720,972	$5,030,511	$-194,113
2021	$1,701,846	$1,565,891	$5,899,659	$135,955
2020	$1,300,129	$1,512,231	$5,971,642	$-212,102
2019	$1,647,053	$1,827,335	$6,043,779	$-180,282
2018	$1,794,367	$2,126,535	$5,942,844	$-332,168

COLEGIO DE ABOGADOS DE P R