SHREVEPORT BAR FOUNDATION (EIN 721115393) - 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

1988

Legal Domicile

Principal Officer

DANA SOUTHERN

Phone

3182223643

Tax Period

2023-01-01 to 2023-12-31

SHREVEPORT BAR FOUNDATION, founded in 1988, is a small nonprofit that reported $538K in total revenue in fiscal year 2023. Net assets of $1.2M represent 27 months of operating reserves.

Mission

TO PROVIDE CHARITABLE ASSISTANCE & EDUCATION CONCERNING LEGAL MATTERS TO THE COMMUNITY, INCLUDING PRO BONO LEGAL SERVICES IN CIVIL MATTERS TO LOW-INCOME PERSONS, CHARITABLE GRANTS & CONTRIBUTIONS, AND OPERATION OF THE SHREVEPORT BAR CENTER.

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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 $440,701

Program Service Revenue $93,462

Investment Income $3,917

Other Revenue $0

TOTAL REVENUE $538,080

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $408,010

Fundraising Expenses $6,996

Program Expenses $545,825

Other Expenses $158,457

TOTAL EXPENSES $567,967

Year-over-Year Comparison

	2023	2022	Change
Revenue	$538,080	$525,090	+0.0%
Expenses	$567,967	$491,500	+0.2%
Net Income	$-29,887	$33,590	-1.9%

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

Total Directors

$29,455

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACEY WILLIAMS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
LAWRENCE W PETTIETTE	MEMBER AT LARGE	4.00	Director	$0	$0	$0
ANDREW MARTIN	PRESIDENT	3.00	Officer Director	$0	$0	$0
HOMER TED COX	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DAVID L WHITE	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
DANA SOUTHERN	EXECUTIVE DIR.	10.00	Director	$29,455	$0	$29,455
ALLISON C FOSTER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DON WEIR JR	SECRETARY	3.00	Officer Director	$0	$0	$0
BRIAN A HOMZA	TREASURER	3.00	Officer Director	$0	$0	$0
NICHOLE M BUCKLE	MEMBER AT LARGE	3.00	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	No data	No data	No data	No data
2023	$538,080	$567,967	$1,257,898	$-29,887
2022	$525,090	$491,500	$1,319,339	$33,590
2021	$493,895	$402,956	$1,480,979	$90,939
2020	$379,691	$306,296	$1,513,651	$73,395
2019	$362,656	$289,885	$1,450,162	$72,771
2018	$380,994	$284,860	$1,422,240	$96,134

SHREVEPORT BAR FOUNDATION