SAN ANTONIO BAR FOUNDATION (EIN 742347637) - 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

1984

Legal Domicile

Principal Officer

JUNE MOYNIHAN

Phone

2102278822

Tax Period

2023-08-01 to 2024-07-31

SAN ANTONIO BAR FOUNDATION, founded in 1984, is a small nonprofit in the Crime & Legal sector that reported $385K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $102K, a strong 26% operating margin.

Mission

PROVIDES COMMUNITY OUTREACH THROUGH FUNDING LAW RELATED PROJECTS INCLUDING CIVIC EDUCATION, SCHOLARSHIP, ACCESS TO JUSTICE AND FACILITIES TO HOST SUCH PROGRAMS.

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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 $249,443

Program Service Revenue $0

Investment Income $88,536

Other Revenue $47,100

TOTAL REVENUE $385,079

Expense Breakdown

Grants Paid $66,543

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,753

Other Expenses $216,645

TOTAL EXPENSES $283,188

Year-over-Year Comparison

	2023	2022	Change
Revenue	$385,079	$426,954	-0.1%
Expenses	$283,188	$170,558	+0.7%
Net Income	$101,891	$256,396	-0.6%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAWRENCE MORALES	CHAIR	1.00	Officer Director	$0	$0	$0
DONNA MCELROY	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
STEVE CHISCANO	TREASURER	1.00	Officer Director	$0	$0	$0
PATTY VARGAS	SECRETARY	1.00	Officer Director	$0	$0	$0
GRANT MCFARLAND	TRUSTEE	1.00	Director	$0	$0	$0
JAIME VASQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
KACY CIGARROA	TRUSTEE	1.00	Director	$0	$0	$0
TIFFANIE CLAUSWITZ	TRUSTEE	1.00	Director	$0	$0	$0
LORAINE EFRON	TRUSTEE	1.00	Director	$0	$0	$0
NICK GUINN	TRUSTEE	1.00	Director	$0	$0	$0
CHARLIE DEACON	TRUSTEE	1.00	Director	$0	$0	$0
CHARLA DAVIES	TRUSTEE	1.00	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	$385,079	$283,188	$1,748,320	$101,891
2023	$426,954	$170,558	$1,541,131	$256,396
2022	$347,140	$181,438	$1,327,676	$165,702
2021	$135,722	$99,496	$1,250,217	$36,226
2020	$61,453	$168,023	$931,277	$-106,570
2019	$149,887	$145,405	$1,045,890	$4,482
2018	$347,980	$98,569	$1,050,162	$249,411

SAN ANTONIO BAR FOUNDATION