PTAB BAR ASSOCIATION (EIN 813067012) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

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 $563K in total revenue in fiscal year 2018. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $524K left a modest 7% surplus.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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

PTAB BAR ASSOCIATION