The Other Bar Foundation (EIN 770673009) - 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

2007

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

The Other Bar Foundation, founded in 2007, is a small nonprofit in the Mental Health sector that reported $165K in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $164K, a strong 100% operating margin.

Mission

THE OTHER BAR FOUNDATION IS A NETWORK OF RECOVERING LAWYERS, LAW STUDENTS, JUDGES THROUGHOUT THE STATE, ASSISTING OTHERS WITHIN THE PROFESSION WHO ARE SUFFERING FROM ALCOHOL & SUBSTANCE ABUSE. THE PROGRAM IS VOLUNTARY AND OPEN TO ALL CALIFORNIANS IN THE LEGAL COMMUNITY.

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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 $153,784

Program Service Revenue $0

Investment Income $10,838

Other Revenue $0

TOTAL REVENUE $164,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $57

Program Expenses $173

Other Expenses $288

TOTAL EXPENSES $288

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,622	$85,478	+0.9%
Expenses	$288	$1,581	-0.8%
Net Income	$164,334	$83,897	+1.0%

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

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
JEROME BRAUN	Treasurer	20.00	Officer	$0	$0	$0
JAMES HEITING	President	5.00	Officer	$0	$0	$0
KEVIN DONOVAN	Secretary	5.00	Officer	$0	$0	$0
ERNEST A BENCK JR	Vice President	5.00	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
2024	No data	No data	No data	No data
2023	$164,622	$288	$956,473	$164,334
2022	$85,478	$1,581	$786,411	$83,897
2021	$141,872	$9,174	$730,191	$132,698
2020	$51,261	$8,643	$606,662	$42,618
2019	$163,592	$111,018	$554,865	$52,574
2018	$172,403	$182,482	$502,291	$-10,079

The Other Bar Foundation