PTAB BAR ASSOCIATION

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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

2016

Legal Domicile

Principal Officer

LI-HSIEN LILY RIN-LAURES

Phone

7035063260

Tax Period

2024-02-01 to 2025-01-31

PTAB BAR ASSOCIATION, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $921K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $158K, a strong 17% operating margin.

Mission

THE PTAB BAR ASSOCIATION HAS FOUR CORE ACTIVITIES: EDUCATION, PROFESSIONAL ENGAGEMENT, PUBLIC SERVICE, AND SCHOLARSHIPS. SCHEDULE O PROVIDES ADDITIONAL DETAIL FOR EACH ACTIVITY.

Program Service Accomplishments

Program 1

THE PTAB BAR ASSOCIATION INVESTED SIGNIFICANT TIME AND FINANCIAL RESOURCES IN PLANNING AND PREPARING FOR ITS ANNUAL CONFERENCE HELD IN MARCH 2024 AND THE THOUGHT LEADER SUMMIT IN OCTOBER 2024. THESE EVENTS PROVIDE PRESENTATIONS AND WORKSHOPS CONDUCTED AND ATTENDED BY PTAB LEADERSHIP AND JUDGES AND THE LEGAL COMMUNITY TO ENGAGE IN THOUGHTFUL DISCUSSION TO EDUCATE EACH OTHER IN THE JUST,SPEEDY, AND INEXPENSIVE RESOLUTION OF PTAB PROCEEDINGS.

Program 2

SOCIAL EVENTS ARE HELD FOR THE PTAB BAR ASSOCIATION MEMBERS. THESE EVENTS ARE ATTENDED BY PTAB JUDGES, MEMBERS OF THE ASSOCIATION'S BOARD, AND THE LEGAL COMMUNITY. THESE EVENTS PROVIDED OPPORTUNITIES FOR SOCIAL ENGAGEMENT BETWEEN MEMBERS OF THE PTAB COMMUNITY AND FURTHERED THE GOALS OF COLLEGIALITY AND COURTESY.

Program 3

THE PTAB BAR ASSOCIATION INVESTED SIGNIFICANT TIME AND EFFORT IN CREATING VARIOUS MEMBER COMMITTEES AND EDUCATIONAL RESOURCES FOR ITS MEMBERS. THE COMMITTEES PROVIDED OPPORTUNITIES FOR ENGAGEMENT...

THE PTAB BAR ASSOCIATION INVESTED SIGNIFICANT TIME AND EFFORT IN CREATING VARIOUS MEMBER COMMITTEES AND EDUCATIONAL RESOURCES FOR ITS MEMBERS. THE COMMITTEES PROVIDED OPPORTUNITIES FOR ENGAGEMENT BETWEEN ALL MEMBERS OF THE PTAB COMMUNITY AT VARIOUS ORGANIZATIONAL EVENTS, BOTH EDUCATIONAL AND SOCIAL, WHERE STANDARDS OF INTEGRITY, HONOR, SERVICE, COLLEGIALITY AND COURTESY WERE PROMOTED. THE COMMITTEES ALSO PERFORMED VARIOUS ACTIVITIES IN OPERATIONAL SUPPORT OF THE ORGANIZATION. AS AN EXAMPLE, ONE COMMITTEE INVESTED SIGNIFICANT TIME AND EFFORT IN PREPARING AND ELECTRONICALLY PUBLISHING A REGULAR NEWSLETTER SUMMARIZING SIGNIFICANT DEVELOPMENTS RELATED TO PRACTICE BEFORE THE PTAB.

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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 $0

Program Service Revenue $892,251

Investment Income $19,279

Other Revenue $9,163

TOTAL REVENUE $920,693

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $762,918

TOTAL EXPENSES $762,918

Year-over-Year Comparison

	2024	2023	Change
Revenue	$920,693	$835,894	+0.1%
Expenses	$762,918	$645,463	+0.2%
Net Income	$157,775	$190,431	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LI-HSIEN LILY RIN-LAURES	PRESIDENT	5.00	Officer Director	$0	$0	$0
MEGAN RAYMOND	PRESIDENT- E	5.00	Officer Director	$0	$0	$0
JOSHUA GOLDBERG	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
DANIEL ZEILBERGER	TREASURER	5.00	Officer Director	$0	$0	$0
THOMAS ROZYLOWICZ	SECRETARY	5.00	Officer Director	$0	$0	$0
JENNIFER BUSH	DIRECTOR	2.50	Director	$0	$0	$0
JENNIFER CHAGNON	DIRECTOR	2.50	Director	$0	$0	$0
EUGENE GORYUNOV	DIRECTOR	2.50	Director	$0	$0	$0
KARAN JHURANI	DIRECTOR	2.50	Director	$0	$0	$0
GENE LEE	DIRECTOR	2.50	Director	$0	$0	$0
KEVIN MCNISH	DIRECTOR	2.50	Director	$0	$0	$0
LISSI MOJICA	DIRECTOR	2.50	Director	$0	$0	$0
LISA NGUYEN	DIRECTOR	2.50	Director	$0	$0	$0
JENNIFER O'CONNELL	DIRECTOR	2.50	Director	$0	$0	$0
INGE OSMAN	DIRECTOR	2.50	Director	$0	$0	$0
HEATHER PETRUZZI	DIRECTOR	2.50	Director	$0	$0	$0
KARA SPECHT	DIRECTOR	2.50	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	$920,693	$762,918	$907,638	$157,775
2024	$835,894	$645,463	$729,903	$190,431
2023	$626,992	$636,280	$533,394	$-9,288
2022	$521,255	$457,531	$528,592	$63,724
2021	$317,895	$367,250	$570,001	$-49,355
2020	$419,376	$477,775	$549,852	$-58,399
2019	$563,230	$524,277	$589,902	$38,953