JEFFERSON COUNTY BAR ASSOCIATION FOUNDATION (EIN 760556487) - 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

Principal Officer

BONNIE BOYKIN DEAN

Phone

4098358647

Tax Period

2022-07-01 to 2023-06-30

JEFFERSON COUNTY BAR ASSOCIATION FOUNDATION is a small nonprofit in the Human Services sector that reported $163K in total revenue in fiscal year 2022. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 34% operating margin.

Mission

PROVIDE FUNDING SOLELY FOR THE BENEFIT OF THE JEFFERSON COUNTY BAR ASSOCIATION'S CHARITABLE PROGRAMMING

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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 (2022)

Revenue Breakdown

Contributions & Grants $153,704

Program Service Revenue $0

Investment Income $8,953

Other Revenue $0

TOTAL REVENUE $162,657

Expense Breakdown

Grants Paid $92,779

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,779

Other Expenses $15,354

TOTAL EXPENSES $108,133

Year-over-Year Comparison

	2022	2021	Change
Revenue	$162,657	$129,323	+0.3%
Expenses	$108,133	$94,570	+0.1%
Net Income	$54,524	$34,753	+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

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

$92,605

Total Directors

$92,605

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE BOYKIN DEAN	EXECUTIVE DI	3.00	Officer Director	$0	$0	$92,605
COURTNEY ARKEEN	DIRECTOR	0.25	Director	$0	$0	$0
CYNTHIA BARNES	DIRECTOR	0.25	Director	$0	$0	$0
TINA BRADLEY	SECRETARY	0.25	Officer Director	$0	$0	$0
BOBBY CORE	DIRECTOR	0.25	Director	$0	$0	$0
MIKE EAVES	CHAIR ELECT	0.50	Director	$0	$0	$0
ASHLEY MOLFINO	CHAIR	0.50	Officer Director	$0	$0	$0
TONI MULVANEY	DIRECTOR	0.25	Director	$0	$0	$0
JUSTIN SANDERSON	VICE CHAIR	0.25	Officer Director	$0	$0	$0
COLLIN SHELLENBERGER	DIRECTOR	0.25	Director	$0	$0	$0
KIRK SMITH	TREASURER	0.75	Officer Director	$0	$0	$0
RAQUEL WEST	DIRECTOR	0.25	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$162,657	$108,133	$331,835	$54,524
2022	$129,323	$94,570	$327,979	$34,753
2021	$115,561	$116,468	$288,585	$-907
2020	$151,382	$118,718	$341,578	$32,664
2019	$108,882	$142,217	$220,518	$-33,335
2018	$233,542	$221,767	$301,795	$11,775

JEFFERSON COUNTY BAR ASSOCIATION FOUNDATION