PUBLIC INVESTORS ADVOCATE BAR ASSO… - Form 990 Financial Data

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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

1990

Legal Domicile

Principal Officer

LANCE MCCARDLE

Phone

4053008909

Tax Period

2024-04-01 to 2025-03-31

PUBLIC INVESTORS ADVOCATE BAR ASSOCIATION INC, founded in 1990, is a small nonprofit that reported $836K in total revenue in fiscal year 2024. The organization ran a surplus of $152K, a strong 18% operating margin.

Mission

TO PROMOTE INTERESTS OF THE PUBLIC INVESTOR IN SECURITIES AND ARBITRATION BY PROTECTING PUBLIC INVESTORS FROM ABUSES IN THE ARBITRATION PROCESS.

Program Service Accomplishments

Program 1

Expenses: $444,525 Revenue: $511,418

PIABA MEETINGS PROVIDE ASSOCIATION MEMEBERS THE OPPORTUNITY TO REVIEW, DISCUSS AND LEARN HOW CHANGES IN THE SECURITIES MARKETS, FEDERAL AND STATE LEGISLATIVE CHANGES, COURT RULINGS, AND SRO RULE...

PIABA MEETINGS PROVIDE ASSOCIATION MEMEBERS THE OPPORTUNITY TO REVIEW, DISCUSS AND LEARN HOW CHANGES IN THE SECURITIES MARKETS, FEDERAL AND STATE LEGISLATIVE CHANGES, COURT RULINGS, AND SRO RULE CHANGES IMPACT PUBLIC INVESTORS AND PIABA MEMBERS IN THEIR REPRESENTATION OF INVESTORS.

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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 $306,120

Program Service Revenue $515,340

Investment Income $11,068

Other Revenue $3,563

TOTAL REVENUE $836,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $257,376

Fundraising Expenses $0

Program Expenses $444,525

Other Expenses $426,312

TOTAL EXPENSES $683,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$836,091	$855,905	0.0%
Expenses	$683,688	$932,561	-0.3%
Net Income	$152,403	$-76,656	-3.0%

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

N/A

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

Key Employees

$156,667

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER SHAW	EXECUTIVE DIRECTOR	40.00	Key Emp	$156,667	$0	$156,667
ADAM GANA	PRESIDENT	22.00		$0	$0	$0
MICHAEL BIXBY	EVP/PRESIDENT-ELECT	9.00		$0	$0	$0
JOSEPH WOJCIECHOWSKI	VP	10.00		$0	$0	$0
COURTNEY WERNING	SECRETARY	3.00		$0	$0	$0
LANCE MCCARDLE	TREASURER	8.00		$0	$0	$0
JOSEPH PEIFFER	DIRECTOR	5.00	Director	$0	$0	$0
BENJAMIN EDWARDS	DIRECTOR	4.00	Director	$0	$0	$0
SCOTT GRECO	DIRECTOR	1.50	Director	$0	$0	$0
AUGUST IORIO	DIRECTOR	4.00	Director	$0	$0	$0
JOSHUA KONS	DIRECTOR	4.00	Director	$0	$0	$0
RICHARD LEWINS	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT SILVER	DIRECTOR	4.00	Director	$0	$0	$0
MELINDA STEUER	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM YOUNG	DIRECTOR	5.00	Director	$0	$0	$0
JONATHAN KURTA	DIRECTOR	2.00	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
2025	$836,091	$683,688	$419,336	$152,403
2024	$855,905	$932,561	$278,192	$-76,656
2023	$674,009	$773,596	$338,140	$-99,587
2022	$668,863	$649,138	$437,567	$19,725
2021	$591,392	$463,487	$417,835	$127,905
2019	$632,555	$624,735	$203,496	$7,820

PUBLIC INVESTORS ADVOCATE BAR ASSOCIATION INC