Kern County Bar Association (EIN 953724546) - 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

1981

Legal Domicile

Principal Officer

Paul Harman

Phone

6613344700

Tax Period

2023-07-01 to 2024-06-30

Kern County Bar Association, founded in 1981, is a mid-sized nonprofit that reported $14.5M in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $13.7M left a modest 6% surplus.

Mission

TO PROVIDE EDUCATIONAL AND INFORMATIONAL SERVICES AND ASSISTANCE TO LOCAL ATTORNEYS AND TO PROVIDE SERVICES THROUGH THE INDIGENT DEFENSE PROGRAM.

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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 $562,190

Program Service Revenue $13,759,172

Investment Income $16,505

Other Revenue $210,218

TOTAL REVENUE $14,548,085

Expense Breakdown

Grants Paid $7,410

Salaries & Benefits $392,643

Fundraising Expenses $0

Program Expenses $13,443,178

Other Expenses $13,280,678

TOTAL EXPENSES $13,680,731

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,548,085	$9,212,617	+0.6%
Expenses	$13,680,731	$8,800,437	+0.6%
Net Income	$867,354	$412,180	+1.1%

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

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

$88,885

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dana Kinnison	Administrator	40.00		$136,250	$0	$136,250
Rebecca Beagle	Executive Dir.	40.00	Officer	$88,885	$0	$88,885
Vanessa Chavez	Director	1.00	Director	$0	$0	$0
Alex Dominguez	Director	1.00	Director	$0	$0	$0
Kurt Van Sciver	Director	1.00	Director	$0	$0	$0
Sam Van Eerden	Director	1.00	Director	$0	$0	$0
Danielle Humphrey	Director	1.00	Director	$0	$0	$0
Andrea Kohler	Director	1.00	Director	$0	$0	$0
Micah Nilsson	Secretary	3.00	Officer Director	$0	$0	$0
Anthony Azemika	Vice President	3.00	Officer Director	$0	$0	$0
Amanda Lucas	Director	1.00	Director	$0	$0	$0
Devin Brown	Director	1.00	Director	$0	$0	$0
Jared Clemence	Director	1.00	Director	$0	$0	$0
Carol Bracy	Director	1.00	Director	$0	$0	$0
Mai Shawwa	Director	1.00	Director	$0	$0	$0
Thomas Feher	Past President	3.00	Officer Director	$0	$0	$0
Monica Bermudez	Director	1.00	Director	$0	$0	$0
Donald C Oldaker	Director	1.00	Director	$0	$0	$0
Paul Harman	President	3.00	Officer Director	$0	$0	$0
James Harvey	Treasurer	3.00	Officer 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	No data	No data	No data	No data
2024	$14,548,085	$13,680,731	$2,214,976	$867,354
2023	$9,212,617	$8,800,437	$1,361,923	$412,180
2022	$8,115,872	$8,073,181	$978,163	$42,691
2021	$7,274,739	$7,214,619	$967,080	$60,120
2020	$6,933,879	$6,893,950	$921,664	$39,929
2019	$6,137,749	$6,095,394	$894,099	$42,355
2018	$5,586,531	$5,486,264	$923,276	$100,267

Kern County Bar Association