THE BAR ASSOCIATION OF SAN FRANCIS… - Form 990 Financial Data

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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

1949

Legal Domicile

Principal Officer

YOLANDA JACKSON

Phone

4159821600

Tax Period

2024-01-01 to 2024-12-31

THE BAR ASSOCIATION OF SAN FRANCISCO, founded in 1949, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $9.1M left a modest 5% surplus.

Mission

THE BAR ASSOCIATION OF SAN FRANCISCO CHAMPIONS EQUAL ACCESS TO JUSTICE AND PROMOTES HUMANITY, EXCELLENCE, AND DIVERSITY IN THE LEGAL PROFESSION. WE PROVIDE LEGAL SERVICES TO DISADVANTAGED AND UNDERSERVED INDIVIDUALS IN SAN FRANCISCO. WE CREATE OPPORTUNITIES FOR LEGAL SERVICE IN THE COMMUNITY AND ENCOURAGE PARTICIPATION BY OUR MEMBERS. WE ADVANCE PROFESSIONAL GROWTH AND EDUCATION, AND ELEVATE THE STANDARDS OF INTEGRITY, HONOR, AND RESPECT IN THE PRACTICE OF LAW. WE CULTIVATE DIVERSITY AND EQUALITY IN THE LEGAL PROFESSION, PROVIDE A COLLECTIVE VOICE FOR PUBLIC ADVOCACY, AND PIONEER CONSTRUCTIVE CHANGE IN SOCIETY.

Program Service Accomplishments

Program 1

GENERAL FUND: PROVIDES INFORMATION AND GENERAL SERVICES TO ASSOCIATION MEMBERS AND TO SAN FRANCISCANS-AT-LARGE, INCLUDING:- CONTINUING EDUCATION SEMINARS AND OTHER EVENTS FOR MEMBERS' BENEFIT-...

GENERAL FUND: PROVIDES INFORMATION AND GENERAL SERVICES TO ASSOCIATION MEMBERS AND TO SAN FRANCISCANS-AT-LARGE, INCLUDING:- CONTINUING EDUCATION SEMINARS AND OTHER EVENTS FOR MEMBERS' BENEFIT- ALTERNATIVE DISPUTE RESOLUTION PROGRAMS: MEDIATION, ARBITRATION, AND EARLY SETTLEMENT SERVICES- DIVERSITY SERVICES: PROGRAMS AND EVENTS PROMOTING DIVERSITY IN THE LEGAL PROFESSION- PUBLICATIONS: PRINT AND ELECTRONIC PUBLICATIONS AVAILABLE TO MEMBERS AND OTHER INTERESTED PARTIES- MEMBER DISCOUNTS ON A RANGE OF GOODS AND SERVICES- CONFERENCE CENTER AND MEETING ROOM RENTALS

Program 2

LAWYER REFERRAL AND INFORMATION SERVICE:- PROVIDES REFERRAL SERVICE TO PANELS OF LAWYERS FROM CALL-IN OR ELECTRONIC INQUIRIES FROM THE PUBLIC- MANAGES SUPERIOR COURT CRIMINAL DEFENSE LAWYER...

LAWYER REFERRAL AND INFORMATION SERVICE:- PROVIDES REFERRAL SERVICE TO PANELS OF LAWYERS FROM CALL-IN OR ELECTRONIC INQUIRIES FROM THE PUBLIC- MANAGES SUPERIOR COURT CRIMINAL DEFENSE LAWYER ASSIGNMENTS FOR INDIGENT AND DEPENDENCY CASES AND RELATED COURT BILLING PROGRAMS- PROVIDES ATTORNEYS IN SUPPORT OF SAN FRANCISCO COURT SYSTEM AND PUBLIC DEFENDER'S OFFICE

Program 3

CONFLICT INTERVENTION SERVICE PROGRAM:- PROVIDES MEDIATION SERVICES FOR LANDLORD/LOW INCOME TENANT AND/OR COMMERCIAL LEASE DISPUTES WITH THE GOAL OF KEEPING A VULNERABLE POPULATION HOUSED AND...

CONFLICT INTERVENTION SERVICE PROGRAM:- PROVIDES MEDIATION SERVICES FOR LANDLORD/LOW INCOME TENANT AND/OR COMMERCIAL LEASE DISPUTES WITH THE GOAL OF KEEPING A VULNERABLE POPULATION HOUSED AND FACILITATING COMMERCIAL SPACE LEASING IN SAN FRANCISCO

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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 $827,088

Program Service Revenue $8,471,853

Investment Income $217,579

Other Revenue $94,388

TOTAL REVENUE $9,610,908

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,593,764

Fundraising Expenses $0

Other Expenses $2,502,619

TOTAL EXPENSES $9,113,160

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,610,908	$8,873,787	+0.1%
Expenses	$9,113,160	$8,829,800	+0.0%
Net Income	$497,748	$43,987	+10.3%

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

Volunteers

307

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

$538,090

Total Directors

Key Employees

$196,379

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESA JOHNSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
CHARLES JUNG	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
PEGGY OTUM	TREASURER	5.00	Officer Director	$0	$0	$0
COLIN T KEMP	SECRETARY	5.00	Officer Director	$0	$0	$0
JEFFREY BROWNING	DIRECTOR	1.00	Director	$0	$0	$0
LIN CHAN	DIRECTOR	1.00	Director	$0	$0	$0
ERIN CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
MARK CONRAD	DIRECTOR	1.00	Director	$0	$0	$0
NESLIHAN DORAN-CIVAN	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW GLUCK	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER GRACE	DIRECTOR	1.00	Director	$0	$0	$0
ROB HARRINGTON	DIRECTOR	1.00	Director	$0	$0	$0
LAURA HURTADO	DIRECTOR	1.00	Director	$0	$0	$0
ADAM KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
DEANNA KWONG	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY LLEWELLYN	DIRECTOR	1.00	Director	$0	$0	$0
CONSTANCE NORTON	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE ONGIRI	DIRECTOR	1.00	Director	$0	$0	$0
MARI OVERBECK	DIRECTOR	1.00	Director	$0	$0	$0
TONY SCHOENBERG	DIRECTOR	1.00	Director	$0	$0	$0
RANI SINGH	DIRECTOR	1.00	Director	$0	$0	$0
DEMETRIA VONG-SPILLAN	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON WANG	DIRECTOR	1.00	Director	$0	$0	$0
COLIN WEST	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HOFFMAN	BARRISTER'S CLUB PRESIDENT	5.00	Director	$0	$0	$0
JOSEPH BLAKE WINSTON IV	BARRISTER'S CLUB PRESIDENT-ELECT	5.00	Director	$0	$0	$0
ANTHONY GUZMAN	BARRISTER'S CLUB TREASURER	5.00	Director	$0	$0	$0
JACQUELINE SIMONOVICH	BARRISTER'S CLUB SECRETARY	5.00	Director	$0	$0	$0
YOLANDA JACKSON	EXECUTIVE DIRECTOR & GENERAL COUNSEL	35.00	Officer	$329,656	$11,109	$340,765
STEVEN MACIEL	CFO (THROUGH 11/2024)	35.00	Officer	$185,256	$2,966	$188,222
MICHELLE MEGNA	CFO (START 12/2024)	35.00	Officer	$9,103	$0	$9,103
JULIE TRAUN	DIRECTOR OF COURT PROGRAMS, LRIS	35.00	Key Emp	$179,209	$17,170	$196,379
ZABRINA ALEGUIRE	DEPENDENCY REPRESENTATION PROG MGR	35.00	Highest	$171,044	$6,375	$177,419
BRUCE KEPPLER	INFORMATION TECHNOLOGY DIRECTOR	35.00	Highest	$133,125	$40,461	$173,586
GIANG NGUYEN	CONTROLLER	35.00	Highest	$118,911	$15,647	$134,558
RAQUEL CABADING	CLE DIRECTOR	35.00	Highest	$116,512	$5,786	$122,298
CARMEN YUEN	HUMAN RESOURCES DIRECTOR	35.00	Highest	$107,461	$27,617	$135,078

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	$9,610,908	$9,113,160	$17,135,103	$497,748
2023	$8,873,787	$8,829,800	$9,953,390	$43,987
2022	$8,336,039	$8,146,848	$10,409,565	$189,191
2021	$7,824,183	$7,606,611	$11,464,102	$217,572
2020	$7,635,361	$7,325,497	$8,628,992	$309,864
2019	$7,805,231	$7,424,582	$7,785,729	$380,649
2018	$7,541,816	$6,789,120	$6,663,800	$752,696

THE BAR ASSOCIATION OF SAN FRANCISCO