BAY AREA LEGAL AID (EIN 941631316) - 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

2000

Legal Domicile

Principal Officer

GENEVIEVE RICHARDSON

Phone

5106634755

Tax Period

2023-01-01 to 2023-12-31

BAY AREA LEGAL AID, founded in 2000, is a mid-sized nonprofit that reported $29.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $27.8M left a modest 5% surplus.

Mission

BAY AREA LEGAL AID (BAYLEGAL) PROVIDES FREE CIVIL LEGAL SERVICES TO LOW-INCOME BAY AREA RESIDENTS.

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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 $28,392,283

Program Service Revenue $132,305

Investment Income $123,157

Other Revenue $597,410

TOTAL REVENUE $29,245,155

Expense Breakdown

Grants Paid $3,411,057

Salaries & Benefits $19,908,062

Fundraising Expenses $836,621

Program Expenses $24,530,132

Other Expenses $4,506,206

TOTAL EXPENSES $27,825,325

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,245,155	$26,986,861	+0.1%
Expenses	$27,825,325	$26,176,950	+0.1%
Net Income	$1,419,830	$809,911	+0.8%

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

201

Volunteers

357

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

$446,769

Total Directors

Key Employees

$821,793

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT A GOODIN	CHAIR	2.00	Director	$0	$0	$0
JOHN DWYER	VICE CHAIR	2.00	Director	$0	$0	$0
ARLENE HIPP	SECRETARY	2.00	Director	$0	$0	$0
ALLAN STEYER	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDREW M COHEN	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNA T PLETCHER	BOARD MEMBER	2.00	Director	$0	$0	$0
ASHOK RAMANI	BOARD MEMBER	2.00	Director	$0	$0	$0
BIVETT BRACKETT	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTOPHER B HOCKETT	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID MCCLAIN	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID STEUER	BOARD MEMBER	2.00	Director	$0	$0	$0
D'LONRA ELLIS	BOARD MEMBER	2.00	Director	$0	$0	$0
ELAINE ALLEN	BOARD MEMBER	2.00	Director	$0	$0	$0
ENNOAJA FRAZIER	BOARD MEMBER	2.00	Director	$0	$0	$0
FRED M FELLER	BOARD MEMBER	2.00	Director	$0	$0	$0
GLADYS DEAN	BOARD MEMBER	2.00	Director	$0	$0	$0
GREG EDMONDS	BOARD MEMBER	2.00	Director	$0	$0	$0
HAZEL GOFF	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN DUCKWORTH	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSEPH J TABACCO JR	BOARD MEMBER	2.00	Director	$0	$0	$0
KARLA FLORES	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHERYN J FRITZ	BOARD MEMBER	2.00	Director	$0	$0	$0
KIRT SWITZER	BOARD MEMBER	2.00	Director	$0	$0	$0
MOLLY MORIARITY LANE	BOARD MEMBER	2.00	Director	$0	$0	$0
NATHAN SABRI	BOARD MEMBER	2.00	Director	$0	$0	$0
RENE MAGDANGAL	BOARD MEMBER	2.00	Director	$0	$0	$0
RICK SIMONS	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT A VAN NEST	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT ARNS	BOARD MEMBER	2.00	Director	$0	$0	$0
SHAHRAD MILANFAR	BOARD MEMBER	2.00	Director	$0	$0	$0
TAHLEMA MARTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIAM ALDERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
WILLIAM RUIZ	BOARD MEMBER	2.00	Director	$0	$0	$0
GENEVIEVE RICHARDSON	EXECUTIVE DIRECTOR	37.50	Officer	$209,547	$30,509	$240,056
BURT THOMPSON	CHIEF FINANCIAL OFFICER	37.50	Officer	$190,864	$15,849	$206,713
HAYDEE ALFONSO	GENERAL COUNSEL	37.50	Key Emp	$205,335	$18,504	$223,839
ARIELLA HYMAN	DIRECTOR OF PROGRAM & ADVOCACY	37.50	Key Emp	$194,345	$7,679	$202,024
JESSICA AVALOS	DIRECTOR OF HUMAN RESOURCES	37.50	Key Emp	$193,811	$4,875	$198,686
CHRISTINA LEE	DIRECTOR OF GRANTS & CONTRACTS	37.50	Key Emp	$189,905	$7,339	$197,244
ANDREA DEL-PAN	PRO BONO DIRECTOR	37.50	Highest	$142,620	$15,954	$158,574
STEVEN WEISS	REGIONAL MANAGING ATTORNEY	37.50	Highest	$141,126	$15,894	$157,020
LINNEA FORSYTHE	ALAMEDA MANAGING ATTORNEY	37.50	Highest	$136,897	$10,258	$147,155
NOAH ZINNER	CONSUMER MANAGING ATTORNEY	37.50	Highest	$144,664	$0	$144,664
EMILIO SIEJO-RIVERA	REGIONAL MANAGING ATTORNEY	37.50	Highest	$134,048	$10,258	$144,306

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	$29,245,155	$27,825,325	$23,944,621	$1,419,830
2022	$26,986,861	$26,176,950	$19,681,898	$809,911
2021	$22,860,765	$21,310,211	$17,967,093	$1,550,554
2020	$21,495,332	$20,508,111	$18,693,498	$987,221
2019	$20,065,816	$19,673,286	$14,427,168	$392,530
2018	$18,081,332	$16,995,552	$13,485,427	$1,085,780

BAY AREA LEGAL AID