BEVERLY HILLS BAR FOUNDATION (EIN 953416115) - 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

1970

Legal Domicile

Principal Officer

BELINDA MACAULEY

Phone

3106012422

Tax Period

2024-10-01 to 2025-09-30

BEVERLY HILLS BAR FOUNDATION, founded in 1970, is a small nonprofit that reported $104K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 21% operating margin.

Mission

THE PURPOSES OF THE FOUNDATION SHALL BE (1) SUPPORT AND DEVELOP CHARITABLE ENDEAVORS THAT BENEFIT THOSE ORGANIZATIONS, INSTITUTIONS, OR INDIVIDUALS FROM WITHIN THE LEGAL PROFESSION OR ACADEMIA, AS MAY BE IDENTIFIED BY THE BOARD, (2) TO PROVIDE SCHOLARSHIPS TO LAW STUDENTS WHO HAVE SHOWN A COMMITMENT TO WORKING IN THE PUBLIC INTEREST; AND (3) TO SUPPORT AND PROMOTE THE COMMUNITY SERVICE AND PUBLIC INTEREST EFFORTS OF THE BEVERLY HILLS BAR ASSOCIATION (THE "ASSOCIATION") AND ITS 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 $30,836

Program Service Revenue $73,262

Investment Income $0

Other Revenue $0

TOTAL REVENUE $104,098

Expense Breakdown

Grants Paid $23,500

Salaries & Benefits $0

Fundraising Expenses $58

Program Expenses $80,180

Other Expenses $58,347

TOTAL EXPENSES $81,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,098	$138,888	-0.3%
Expenses	$81,847	$67,925	+0.2%
Net Income	$22,251	$70,963	-0.7%

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	Role	Reportable Comp	Other Comp	Total
MALCOLM S MCNEIL	IMMEDIATE PAST PRESIDENT	Director	$0	$0	$0
NATALIE DO	DIRECTOR	Director	$0	$0	$0
MATTHEW HOBBS	DIRECTOR	Director	$0	$0	$0
ANTHONY D STORM	BHBA PRESIDENT-ELECT	Director	$0	$0	$0
RUME DIAMREYAN	BARRISTERS CHAIR	Director	$0	$0	$0
MARK K AMELI	DIRECTOR	Director	$0	$0	$0
GARY GREENE	DIRECTOR	Director	$0	$0	$0
LAVONNE LAWSON	DIRECTOR	Director	$0	$0	$0
NADIRA T IMAM	BHBA PRESIDENT	Director	$0	$0	$0
TIFFANY FOX	DIRECTOR	Director	$0	$0	$0
VINCE FARHAT	DIRECTOR	Director	$0	$0	$0
GI NAM LEE	DIRECTOR	Director	$0	$0	$0
RON REITSHTEIN	DIRECTOR	Director	$0	$0	$0
DEAN SERWIN	DIRECTOR	Director	$0	$0	$0
MAX GOOSSEN	BARRISTERS CHAIR-ELECT	Director	$0	$0	$0
NADIRA T IMAM	PRESIDENT	Officer	$0	$0	$0
LYDIA LIBERIO	SECRETARY	Officer	$0	$0	$0
DEREK BARTO	TREASURER	Officer	$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	$104,098	$81,847	$346,295	$22,251
2024	$138,888	$67,925	$348,624	$70,963
2023	$63,577	$45,783	$277,661	$17,794
2022	$88,934	$104,371	$271,970	$-15,437
2021	$96,436	$101,975	$298,835	$-5,539
2020	$55,173	$37,854	$303,753	$17,319
2019	$30,074	$72,771	$292,040	$-42,697
2018	$16,089	$106,216	$328,941	$-90,127

BEVERLY HILLS BAR FOUNDATION