SANTA CLARA COUNTY BAR ASSOCIATION (EIN 941334473) - 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

1968

Legal Domicile

Phone

6692526014

Tax Period

2024-01-01 to 2024-12-31

SANTA CLARA COUNTY BAR ASSOCIATION, founded in 1968, is a small nonprofit that reported $579K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $716K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO SERVE THE LEGAL PROFESSION AND THE GENEAL WELFARE OF THE PEOPLE OF SANTA CLARA COUNTY.

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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 $578,369

Investment Income $449

Other Revenue $467

TOTAL REVENUE $579,285

Expense Breakdown

Grants Paid $0

Salaries & Benefits $496,456

Fundraising Expenses $0

Other Expenses $219,188

TOTAL EXPENSES $715,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$579,285	$678,544	-0.1%
Expenses	$715,644	$615,520	+0.2%
Net Income	$-136,359	$63,024	-3.2%

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

Volunteers

185

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

$152,220

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRY DIAMOND	CEO & GEN COUN	40.00	Director	$135,000	$17,220	$152,220
RACHEL MCKENZIE	Secretary	2.00	Officer Director	$0	$0	$0
ERIC CHANG	Trustee	1.00	Officer Director	$0	$0	$0
ADAM DAVIS	Trustee	1.00	Officer Director	$0	$0	$0
GOLNESA MONAZAMFAR	President	3.00	Officer Director	$0	$0	$0
AMY CARLSON	Pres Elect	2.00	Director	$0	$0	$0
B J FADEM	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA McMANUS	TRUSTEE	1.00	Director	$0	$0	$0
MOKSHA SMITH	TRUSTEE	1.00	Director	$0	$0	$0
ERIKA LEE	TRUSTEE	1.00	Director	$0	$0	$0
CLAIRE MELEHANI	Treasurer	2.00	Director	$0	$0	$0
ANDREA JUSTO	Past President	2.00	Officer Director	$0	$0	$0
SARAH COOK	DELEGATE	1.00	Director	$0	$0	$0
JACKIE JUDSON	DELEGATE	1.00	Director	$0	$0	$0
SHAELA PRINCE	DELEGATE	1.00	Director	$0	$0	$0
VINCENT SHUE	DELEGATE	1.00	Director	$0	$0	$0
STEPHANIE ROQUE-HURTADO	DELEGATE	1.00	Director	$0	$0	$0
MORGAN WILLES	DELEGATE	1.00	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
2024	$579,285	$715,644	$196,723	$-136,359
2023	$678,544	$615,520	$303,534	$63,024
2022	$516,569	$527,760	$230,771	$-11,191
2021	$502,772	$439,197	$171,918	$63,575
2020	$649,978	$401,298	$158,728	$248,680
2019	$985,631	$881,808	$64,382	$103,823
2018	$926,558	$1,025,430	$69,479	$-98,872

SANTA CLARA COUNTY BAR ASSOCIATION