STATE BAR OF ARIZONA (EIN 866000294) - 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

1933

Legal Domicile

Principal Officer

JOEL F ENGLAND

Phone

6022524804

Tax Period

2023-01-01 to 2023-12-31

STATE BAR OF ARIZONA, founded in 1933, is a mid-sized nonprofit that reported $19.4M in total revenue in fiscal year 2023. Expenses of $17.9M left a modest 8% surplus.

Mission

REGULATES ACTIVE ATTORNEYS IN ARIZONA AND PROVIDES EDUCATION/DEVELOPMENT FOR THE (CONT'D ON SCH O) LEGAL PROFESSION AND PUBLIC.

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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 $1,078

Program Service Revenue $18,245,810

Investment Income $382,110

Other Revenue $747,545

TOTAL REVENUE $19,376,543

Expense Breakdown

Grants Paid $756,351

Salaries & Benefits $10,481,818

Fundraising Expenses $0

Other Expenses $6,632,709

TOTAL EXPENSES $17,870,878

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,376,543	$19,177,045	+0.0%
Expenses	$17,870,878	$17,401,841	+0.0%
Net Income	$1,505,665	$1,775,204	-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

122

Volunteers

2179

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

$778,194

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA S SANCHEZ	PRESIDENT (THRU 6/23)	7.50	Officer Director	$0	$0	$0
BENJAMIN F TAYLOR II	PRES(AS OF 6/23)/ PRES.-ELECT(THRU 6/23)	7.50	Officer Director	$0	$0	$0
TED A SCHMIDT	PRES-ELECT(AS OF 6/23)/VP (THRU 6/23)	7.50	Officer Director	$0	$0	$0
SAMUEL J SAKS	VP(AS OF 6/23)/TREAS/SEC(THRU 6/23)	7.50	Officer Director	$0	$0	$0
DOREEN MCPAUL	SECRETARY/TREASURER (AS OF 6/23)	7.50	Officer Director	$0	$0	$0
ERIC M RUCHENSKY	ELECTED GOVERNOR (THRU 6/23)	5.00	Director	$0	$0	$0
SHARON A FLACK	ELECTED GOVERNOR (THRU 6/23)	5.00	Director	$0	$0	$0
D CHRISTOPHER RUSSELL	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
SANDRA BENSLEY	DISTRICT GOVERNER	5.00	Director	$0	$0	$0
LETICIA MARQUEZ	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
DIANDRA DAY BENALLY	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
KELSI LANE	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
ROBERT J MCWHIRTER	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
JOHN W MOODY	DISTRICT GOVERNER	5.00	Director	$0	$0	$0
DAVID B ROSENBAUM	DISTRICT GOVERNER	5.00	Director	$0	$0	$0
JIMMIE DEE SMITH	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
DENNIS M FITZGIBBONS	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
ROBYN M AUSTIN	PUBLIC GOVERNOR	5.00	Director	$0	$0	$0
MIGNONNE HOLLIS	PUBLIC GOVERNOR	5.00	Director	$0	$0	$0
JONATHAN F MARTONE	PUBLIC GOVERNOR (THRU 6/23)	5.00	Director	$0	$0	$0
DAVID K BYERS	AT-LARGE GOVERNOR	5.00	Director	$0	$0	$0
DOREEN MCPAUL	AT-LARGE GOVERNOR (THRU 6/23)	5.00	Director	$0	$0	$0
NICHOLAS JAMES BROWN	YLD DIVISION PRESIDENT (THRU 6/23)	5.00	Director	$0	$0	$0
ELIZABETH SCHMITT	YLD DIVISION PRESIDENT	5.00	Director	$0	$0	$0
JENA DECKER XU	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
PRESTON L POLLOCK	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
CEDRIC R DAVE	PUBLIC GOVERNOR	5.00	Director	$0	$0	$0
MIKE BAUMSTARK	AT-LARGE GOVERNOR	5.00	Director	$0	$0	$0
HEATHER BAKER-MUSHKATEL	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
DAVID J JOHNS	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
HENRY EDWARD WHITMER	ELECTED GOVERNOR	5.00	Director	$0	$0	$0
CORTEZ W SMITH	PUBLIC GOVERNOR	5.00	Director	$0	$0	$0
JOEL ENGLAND	CEO/EXECUTIVE DIRECTOR	55.00	Officer	$200,679	$36,578	$237,257
MARET VESSELLA	CHIEF BAR COUNSEL	55.00	Officer	$185,115	$21,786	$206,901
JESSICA IENNARELLA	CFO (AS OF 12/23)	55.00	Officer	$118,735	$23,965	$142,700
KATHY GERHART	CFO (THRU 12/23)	55.00	Officer	$170,127	$21,209	$191,336
LORI MAXWELL	CHIEF INFORMATION OFFICER	50.00	Highest	$164,887	$21,623	$186,510
AMY REHM	DEPUTY CHIEF BAR COUNSEL	50.00	Highest	$156,479	$16,875	$173,354
LISA PANAHI	GENERAL COUNSEL	50.00	Highest	$140,495	$40,122	$180,617
ROBERTA TEPPER	CHIEF MEMBER SERVICE OFFICER	50.00	Highest	$140,223	$19,940	$160,163
CRAIG HENLEY	SENIOR BAR COUNSEL	50.00	Highest	$132,272	$16,320	$148,592

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	$19,376,543	$17,870,878	$28,773,235	$1,505,665
2022	$19,177,045	$17,401,841	$25,674,316	$1,775,204
2021	$18,219,999	$15,749,205	$25,484,878	$2,470,794
2020	$16,572,229	$15,592,832	$23,202,954	$979,397
2019	$17,652,142	$16,833,242	$21,378,282	$818,900
2018	$17,306,441	$17,314,545	$20,400,740	$-8,104

STATE BAR OF ARIZONA