SANTA BARBARA COUNTY BAR ASSOCIATION (EIN 953759201) - 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

1985

Legal Domicile

Principal Officer

MARIETTA JABLONKA

Phone

8055695511

Tax Period

2023-01-01 to 2023-12-31

SANTA BARBARA COUNTY BAR ASSOCIATION, founded in 1985, is a small nonprofit that reported $262K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO PRESERVE THE INTEGRITY OF THE LEGAL PROFESSION, TO ADVANCE THE PROFESSIONAL GROWTH AND EDUCATION OF MEMBERS, TO ENCOURAGE CIVILITY AND COLLEGIALITY AMONG MEMBERS, TO PROMOTE EQUAL JUSTICE AND PROTECT 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 $87,845

Program Service Revenue $86,371

Investment Income $10,478

Other Revenue $77,640

TOTAL REVENUE $262,334

Expense Breakdown

Grants Paid $500

Salaries & Benefits $154,616

Fundraising Expenses $0

Program Expenses $152,155

Other Expenses $111,623

TOTAL EXPENSES $266,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	$262,334	$233,307	+0.1%
Expenses	$266,739	$295,621	-0.1%
Net Income	$-4,405	$-62,314	-0.9%

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

$99,326

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER GILLON DUFFY	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHEN DUNKLE	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
ERIN PARKS	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHELLE ROBERSON	CHIEF FINANCIAL OFFICE	1.00	Officer Director	$0	$0	$0
ERIC BERG	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BRADFORD BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
RAYMOND CHANDLER	BOARD MEMBER	1.00	Director	$0	$0	$0
IAN ELSENHEIMER	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS FOLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TAYLOR FULLER	BOARD MEMBER	1.00	Director	$0	$0	$0
CASSANDRA GLANVILLE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA GREENSPAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD LLOYD	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA MARTINEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID TAPPEINER	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN ZICK	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIETTA JABLONKA	EXEC DIRECTOR	40.00	Officer	$83,975	$15,351	$99,326

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	$262,334	$266,739	$177,023	$-4,405
2022	$233,307	$295,621	$171,573	$-62,314
2021	$192,840	$222,594	$283,441	$-29,754
2020	$214,921	$255,011	$303,679	$-40,090
2019	$250,034	$290,160	$335,230	$-40,126
2018	$299,408	$336,265	$339,287	$-36,857

SANTA BARBARA COUNTY BAR ASSOCIATION