SANTA CRUZ COUNTY BAR ASSOCIATION INC (EIN 942332117) - 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

1975

Legal Domicile

Phone

8314235031

Tax Period

2023-01-01 to 2023-12-31

SANTA CRUZ COUNTY BAR ASSOCIATION INC, founded in 1975, is a small nonprofit that reported $156K in total revenue in fiscal year 2023. Expenses of $178K exceeded revenue, resulting in a 14% operating deficit.

Mission

The mission of the Santa Cruz County Bar Association is to diligently promote meaningful access to justice for all persons, to provide educational and social opportunities for all of its members, and to ensure leadership on major issues affecting the profession, including the preservation of the independence of the legal profession and the judiciary.

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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 $49,574

Program Service Revenue $106,763

Investment Income $0

Other Revenue $0

TOTAL REVENUE $156,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $116,145

Fundraising Expenses $0

Program Expenses $114,235

Other Expenses $62,245

TOTAL EXPENSES $178,390

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,337	$146,380	+0.1%
Expenses	$178,390	$139,071	+0.3%
Net Income	$-22,053	$7,309	-4.0%

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

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

$72,861

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI KING	Executive Dir.	24.00	Officer	$72,861	$0	$72,861
GINA OCCHIPINTI BORASI	Treasurer	1.00	Director	$0	$0	$0
DANIELLE L dEMARTINO	Director	1.00	Director	$0	$0	$0
JANE BECKER	Director	1.00	Director	$0	$0	$0
AARON MOHAMED	President	2.00	Officer Director	$0	$0	$0
LAUREN CORMAN	President-Elect	1.00	Officer Director	$0	$0	$0
RICK GAZIPURA	Director	1.00	Director	$0	$0	$0
NICOLE NELSON	Secretary	1.00	Officer Director	$0	$0	$0
SERGIO PARRA	Director	1.00		$0	$0	$0
MARK JOHANESSEN	Past Presdient	1.00		$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	No data	No data	No data	No data
2023	$156,337	$178,390	$117,800	$-22,053
2022	$146,380	$139,071	$139,853	$7,309
2020	$268,113	$215,735	$176,271	$52,378
2019	$211,066	$232,058	$121,452	$-20,992
2018	$245,255	$219,801	$144,792	$25,454

SANTA CRUZ COUNTY BAR ASSOCIATION INC