SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES LEGAL SERVICES FUND (EIN 946625180) - 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

1990

Legal Domicile

Principal Officer

MICHAEL CASEY

Phone

9253987060

Tax Period

2024-04-01 to 2025-03-31

SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES LEGAL SERVICES FUND, founded in 1990, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $669K, a strong 30% operating margin.

Mission

TO PROVIDE GROUP LEGAL SERVICES BENEFIT TO ELIGIBLE EMPLOYEES.

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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 $1,883,189

Investment Income $327,696

Other Revenue $0

TOTAL REVENUE $2,210,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $399,925

TOTAL EXPENSES $1,541,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,210,885	$1,761,320	+0.3%
Expenses	$1,541,972	$1,691,426	-0.1%
Net Income	$668,913	$69,894	+8.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANAND SINGH	TRUSTEE	5.0	Director	$0	$0	$0
MICHAEL CASEY	CHAIRMAN	5.0	Officer Director	$0	$0	$0
IAN LEWIS	TRUSTEE	5.0	Director	$0	$0	$0
KIM WIRSHING	TRUSTEE	5.0	Director	$0	$0	$0
ROBERT BERGER	TRUSTEE	5.0	Director	$0	$0	$0
DOUGLAS CORNFORD	SECRETARY	5.0	Officer Director	$0	$0	$0
RUSSELL MELARGANI	TRUSTEE	5.0	Director	$0	$0	$0
DEAN LEHR	TRUSTEE	5.0	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
2025	$2,210,885	$1,541,972	$8,377,426	$668,913
2024	$1,761,320	$1,691,426	$7,742,398	$69,894
2023	$1,968,513	$1,106,802	$6,922,597	$861,711
2022	$999,043	$1,106,062	$6,190,752	$-107,019
2021	$356,450	$1,600,340	$6,424,821	$-1,243,890
2020	$2,266,607	$2,053,822	$7,390,627	$212,785
2019	$2,359,241	$1,763,033	$7,079,200	$596,208
2018	$2,284,428	$1,474,483	$6,517,698	$809,945

SAN FRANCISCO CULINARY BARTENDERS & SERVICE EMPLOYEES LEGAL SERVICES FUND