SAN MATEO COUNTY BAR ASSOCIATION

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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

1966

Legal Domicile

Principal Officer

ALMA ROBLES

Phone

6502984030

Tax Period

2024-07-01 to 2025-06-30

SAN MATEO COUNTY BAR ASSOCIATION, founded in 1966, is a mid-sized nonprofit that reported $27.5M in total revenue in fiscal year 2024.

Mission

PROMOTE THE HONOR AND DIGNITY OF THE LEGAL PROFESSION, TO EDUCATE ITS MEMBERS, TO FOSTER THE HIGHEST PROFESSIONAL STANDARDS, TO ENCOURAGE COLLEGIALITY AND TO MAINTAIN COOPERATION BETWEEN ITS MEMBERS AND THE JUDICIARY, (CONTINUED ON SCHEDULE O)TO FURNISH EXCELLENT INDIGENT CRIMINAL DEFENSE, TO ASSIST THE PUBLIC IN ACCESSING LEGAL SERVICES, TO PROVIDE AND RECOGNIZE PUBLIC SERVICE AS IT RELATES TO THIS MISSION, AND TO ADVANCE THE FAIR AND EFFECTIVE ADMINISTRATION OF JUSTICE FOR ALL.

Program Service Accomplishments

Program 1

THE PRIVATE DEFENDER PROGRAM (PDP) WAS ESTABLISHED IN 1968. THE COUNTY OF SAN MATEO (THE COUNTY) DOES NOT HAVE A TRADITIONAL PUBLIC DEFENDER'S OFFICE AND SO THE COUNTY HAS CONTRACTED WITH THE...

THE PRIVATE DEFENDER PROGRAM (PDP) WAS ESTABLISHED IN 1968. THE COUNTY OF SAN MATEO (THE COUNTY) DOES NOT HAVE A TRADITIONAL PUBLIC DEFENDER'S OFFICE AND SO THE COUNTY HAS CONTRACTED WITH THE ASSOCIATION TO PROVIDE INDIGENT CRIMINAL DEFENSE. THE PDP DELIVERS HIGH QUALITY LEGAL SERVICES TO CLIENTS OTHERWISE UNABLE TO HIRE COUNSEL AND IT DOES SO AT SUBSTANTIAL SAVINGS TO THE TAXPAYERS OF SAN MATEO COUNTY. PROVIDED LEGAL REPRESENTATION TO OVER 20,000 INDIVIDUALS WHO COULD NOT AFFORD THEIR OWN ATTORNEY IN ADULT CRIMINAL, MENTAL HEALTH, CHILD DEPENDENCY,AND JUVENILE CRIMINAL MATTERS.

Program 2

LAWYER REFERRAL SERVICE: THE SAN MATEO COUNTY BAR ASSOCIATION, IS A NON-PROFIT ORGANIZATION THAT PROVIDES PROSPECTIVE CLIENTS A REFERRAL TO AN ATTORNEY IN THE AREA OF LAW NEEDED FOR A NOMINAL FEE OF $35. THE CLIENT GETS TO CONSULT WITH THE ATTORNEY FOR 30 MINUTES REGARDING THEIR LEGAL MATTER. THE ATTORNEYS ARE PRIVATE PRACTITIONERS. THE LRS PROGRAM ASSIST THOSE IN NEED OF LEGAL SERVICES TO FIND A QUALIFIED, INSURED ATTORNEY OR OTHER APPROPRIATE LEGAL SERVICES, INCLUDING DISPUTE RESOLUTION; AND PROVIDES THE PUBLIC WITH GENERAL INFORMATION ABOUT APPROPRIATE LEGAL SERVICES. THE LRS PROGRAM ALSO HAS ATTORNEYS WHO HAVE AGREED TO LOWER THEIR FEES CHARGED TO CLIENTS CALLED MODEST MEANS. ONCE THE INDIVIDUAL HAS BEEN REFERRED TO AN ATTORNEY WE SEND OUT A CLIENT SATISFACTION SURVEY TO TRACK RESULTS. (CONTINUED ON SCHEDULE O)THE LRS PROGRAM PROVIDES FREE WORKERS' COMPENSATION REFERRALS, FREE REFERRALS FOR WILLS FOR SENIOR CITIZENS, AND REFERRAL FEE WAIVERS FOR LOW-INCOME INDIVIDUALS WHO QUALIFY.

Program 3

MCLE PROGRAM: THE SAN MATEO COUNTY BAR ASSOCIATION IS A LICENSED PROVIDER OF MINIMUM CONTINUING LEGAL EDUCATION REQUIRED FOR ALL ATTORNEYS WITH ACTIVE LICENSES IN THE STATE OF CALIFORNIA. THE SMBA...

MCLE PROGRAM: THE SAN MATEO COUNTY BAR ASSOCIATION IS A LICENSED PROVIDER OF MINIMUM CONTINUING LEGAL EDUCATION REQUIRED FOR ALL ATTORNEYS WITH ACTIVE LICENSES IN THE STATE OF CALIFORNIA. THE SMBA OPERATES UNDER THE RULES FOR MCLE PROVIDED BY THE STATE BAR OF CALIFORNIA. THE APPROVED JURISDICTION IS SAN MATEO COUNTY. THE PROGRAM TRACTS "PATICIPATORY AND SELF-STUDY ACTIVITY" MCLE FOR ALL THE MEMBERS INCLUDING THE JUDICIARY. LICENSEES ARE ASSIGNED TO COMPLIANCE GROUPS SET BY THE STATE BAR AND DESIGNED TO ACCOMODATE MEMBERS BASED UPON THEIR LAST NAMES. THERE ARE 3 COMPLIANCE GROUPS A-G, H-M, AND N-Z. SMCBA HOLDS OVER 100 HOURS OF MCLE EACH YEAR TO HELP MEMBERS MEET THEIR NEEDS.

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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 $27,045,913

Investment Income $331,715

Other Revenue $82,965

TOTAL REVENUE $27,460,593

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $5,698,078

Fundraising Expenses $0

Other Expenses $21,356,973

TOTAL EXPENSES $27,065,051

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,460,593	$27,434,940	+0.0%
Expenses	$27,065,051	$27,087,626	0.0%
Net Income	$395,542	$347,314	+0.1%

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

220

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

$703,150

Total Directors

$2,073,853

Key Employees

$352,507

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH KEMPER	EXECUTIVE DIRECTOR	40.00	Officer Director	$218,271	$52,231	$270,502
ELIZABETH MAGUIRE	CHIEF DEFENDER OF THE PDP	40.00	Officer Director	$355,477	$77,171	$432,648
H YVONNE SEELEY	PRESIDENT (THRU 12/24)	3.00	Officer Director	$0	$0	$0
KENNETH R LINTHICUM	VICE PRES, & PRESIDENT (AS OF 1/25)	3.00	Officer Director	$0	$0	$0
ROBERT CASHEN	TREASURER, VICE PRESIDENT (AS OF 1/25)	3.00	Officer Director	$0	$0	$0
ANGELICA AYAR	SECRETARY, TREASURER (AS OF 1/25)	3.00	Officer Director	$0	$0	$0
IRENE FUJII	SECRETARY (AS OF 1/25)	3.00	Officer Director	$0	$0	$0
MALLORY BAR	DIRECTOR (THRU 12/24)	3.00	Director	$0	$0	$0
RENEE G CHANTLER	DIRECTOR	3.00	Director	$0	$0	$0
ILYA D FRANGOS	DIRECTOR	3.00	Director	$0	$0	$0
SHERRIE FRIEDMAN	DIRECTOR	3.00	Director	$175,771	$0	$175,771
GABRIELA GURAIIB	DIRECTOR	3.00	Director	$431,560	$0	$431,560
ERIC HOVE	DIRECTOR	3.00	Director	$383,733	$0	$383,733
ANDERSON LAM	DIRECTOR	3.00	Director	$0	$0	$0
JAMAY LEE	DIRECTOR	3.00	Director	$0	$0	$0
ERIC LIBERMAN	DIRECTOR	3.00	Director	$78,805	$0	$78,805
SHIVADEV SHASTRI	DIRECTOR	3.00	Director	$0	$0	$0
CONSTANTINE P TSAGARIS	DIRECTOR	3.00	Director	$0	$0	$0
JOANNA M WALD	DIRECTOR (THRU 12/24)	3.00	Director	$0	$0	$0
PAUL WILKINS	DIRECTOR (THRU 12/24)	3.00	Director	$300,834	$0	$300,834
RON RAYES	MANAGING ATTORNEY - PDP JUV.	40.00	Key Emp	$286,717	$65,790	$352,507
JOHN ELWORTH	ASSISTANT CHIEF DEFENDER	40.00	Highest	$313,000	$30,056	$343,056
CARLA GOMEZ	CRIM-IMMIGRATION ATTORNEY	40.00	Highest	$227,854	$11,023	$238,877
MITRI HANANIA	MANAGING ATTORNEY	40.00	Highest	$266,162	$12,705	$278,867
TANYA MONTANO	MANAGING ATTORNEY	40.00	Highest	$264,962	$42,012	$306,974
JESSICA AGNICH	MANAGING ATTORNEY	40.00	Highest	$221,317	$25,515	$246,832

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
2025	$27,460,593	$27,065,051	$13,051,457	$395,542
2024	No data	No data	No data	No data
2023	$24,478,626	$23,918,526	$13,521,015	$560,100
2022	$22,104,212	$21,592,189	$12,219,120	$512,023
2021	$18,917,889	$18,306,358	$12,601,910	$611,531
2020	$21,288,167	$20,135,022	$8,877,251	$1,153,145
2019	$20,731,370	$20,864,243	$6,868,426	$-132,873
2018	$11,561,342	$20,698,915	$7,107,971	$-9,137,573