Dallas Bar Association (EIN 750758332) - 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

1937

Legal Domicile

Principal Officer

Sherri Evans

Phone

2142207440

Tax Period

2025-01-01 to 2025-12-31

Dallas Bar Association, founded in 1937, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2025. Expenses of $4.1M left a modest 4% surplus.

Mission

The Dallas Bar Association is a nonprofit corporation chartered by the State of Texas to protect and advance the professional interests of persons licensed to practice law in the Dallas area, to improve the relations between the Bench, the Bar, and the Public, and to advance cordial communication among lawyers.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,912,825

Investment Income $558,099

Other Revenue $841,100

TOTAL REVENUE $4,312,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,848,528

Fundraising Expenses $0

Program Expenses $2,074,501

Other Expenses $2,293,700

TOTAL EXPENSES $4,142,228

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,312,024	$4,524,832	0.0%
Expenses	$4,142,228	$4,134,348	+0.0%
Net Income	$169,796	$390,484	-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

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
Alicia Hernandez	Executive Director	25.00		$149,169	$0	$298,338
Sherri Evans	Controller	60.00		$250,705	$0	$250,705
Jessica Smith	Dir-Communication	35.00		$124,764	$0	$124,764
Rhonda Thornton	Special Event Dir	35.00		$91,389	$0	$91,389
Shawna Bush	Dir of Membership	35.00		$90,028	$0	$90,028
Mary Ellen Johnson	Marketing Director	35.00		$81,292	$0	$81,292
Hon Maria Aceves	Dir. At Large	1.00	Director	$0	$0	$0
Hon Audrey Moorehead	Director	1.00	Director	$0	$0	$0
Lauren Black	Chairman	1.00	Officer Director	$0	$0	$0
Joshua Dossey	Director	1.00	Director	$0	$0	$0
Kandace Walter	Director	1.00	Director	$0	$0	$0
Katie Anderson	Vice Chair	1.00	Officer Director	$0	$0	$0
Terry Bentley-Hill	Dir At Large	1.00	Director	$0	$0	$0
Stephanie Culpepper	1st Vice Pres.	1.00	Officer Director	$0	$0	$0
Chelsea Hilliard	Director	1.00	Director	$0	$0	$0
Hon Martin Hoffman	Director	1.00	Director	$0	$0	$0
Maria Alonso	Director	1.00	Director	$0	$0	$0
Amanda Cottrell	Director	1.00	Director	$0	$0	$0
Courtney Parker	Sec - Treasurer	1.00	Officer Director	$0	$0	$0
Alen Samuel	Director	1.00	Director	$0	$0	$0
Rocio Garcia Espinoza	Director	1.00	Director	$0	$0	$0
Jasmine Tobias	Director	1.00	Director	$0	$0	$0
Sharonda Roberson	Director	1.00	Director	$0	$0	$0
Stephen Huschka	Director	1.00	Director	$0	$0	$0
Jennifer King	2nd Vice Pres	1.00	Officer Director	$0	$0	$0
Andy Jones	Director	1.00	Director	$0	$0	$0
Vicki Blanton	Immed Past Pres	1.00	Officer Director	$0	$0	$0
Sarah Rogers	President Elect	3.00	Officer Director	$0	$0	$0
Stephanie Almeter	Director	1.00	Director	$0	$0	$0
Jonathan Childers	President	5.00	Officer Director	$0	$0	$0
Hon Nicole Munoz	Director	1.00	Director	$0	$0	$0
Javier Perez	Director	1.00	Director	$0	$0	$0
Steve Bolden	Director-At-Lar	1.00	Director	$0	$0	$0
Alicia Hernandez	Executive Direc	1.00	Officer	$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	$4,312,024	$4,142,228	$7,076,754	$169,796
2024	$4,524,832	$4,134,348	$7,001,650	$390,484
2023	$4,401,055	$3,981,360	$6,655,796	$419,695
2022	$2,860,604	$3,405,449	$5,907,087	$-544,845
2021	$3,181,357	$2,794,785	$6,369,597	$386,572
2020	$3,220,442	$3,270,181	$5,441,482	$-49,739

Dallas Bar Association