SAN JOAQUIN COUNTY BAR ASSOCIATION INC (EIN 941480159) - 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

1940

Legal Domicile

Principal Officer

SUSAN BARTMAN

Phone

2099480125

Tax Period

2024-01-01 to 2024-12-31

SAN JOAQUIN COUNTY BAR ASSOCIATION INC, founded in 1940, is a small nonprofit that reported $787K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $715K left a modest 9% surplus.

Mission

PROVIDE SERVICES TO THE COMMUNITY AND SUPPORT SERVICES TO LAWYER MEMBERS.

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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 $620,028

Investment Income $6,265

Other Revenue $160,696

TOTAL REVENUE $786,989

Expense Breakdown

Grants Paid $0

Salaries & Benefits $442,426

Fundraising Expenses $0

Program Expenses $584,396

Other Expenses $272,510

TOTAL EXPENSES $714,936

Year-over-Year Comparison

	2024	2023	Change
Revenue	$786,989	$840,135	-0.1%
Expenses	$714,936	$707,213	+0.0%
Net Income	$72,053	$132,922	-0.5%

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

N/A

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

$129,135

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN M BARTMAN	Executive Dir.	40.00	Officer	$129,135	$0	$129,135
MELISSA GIANNECCHINI	Director	1.00	Director	$0	$0	$0
SEAN GEDDES	Past President	1.00	Officer Director	$0	$0	$0
ANTOINETTE DURON	Director	1.00	Director	$0	$0	$0
JEFF SILVA	Director	1.00	Director	$0	$0	$0
REBECCA DIEL	President	1.00	Officer Director	$0	$0	$0
MELISSA DOUGHERTY	Secretary	1.00	Officer Director	$0	$0	$0
LISA MANN	Director	1.00	Director	$0	$0	$0
MONICA SOUZA	Director	1.00	Director	$0	$0	$0
SHERRI LIRA	Director	1.00	Director	$0	$0	$0
BRIAN LAFFERTY	Director	1.00	Director	$0	$0	$0
DENISE PEREIRA	President-Elect	1.00	Officer Director	$0	$0	$0
JANNETTE ROSSELL	Treasurer	1.00	Officer Director	$0	$0	$0
PATRICK PIGGOTT	Director	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	$786,989	$714,936	$892,292	$72,053
2023	$840,135	$707,213	$896,233	$132,922
2022	$742,574	$644,618	$832,416	$97,956
2021	$608,454	$543,920	$454,735	$64,534
2020	$602,996	$552,323	$399,933	$50,673
2019	$645,337	$542,483	$342,527	$102,854
2018	$610,599	$553,196	$254,746	$57,403

SAN JOAQUIN COUNTY BAR ASSOCIATION INC