Bay Area Bankruptcy Forum

Nonprofit profile at a glance

EIN
943146589
IRS 990-EZ coverage
2014–2025
Forms available
Form 990-EZ 2025
Location
Castro Valley, CA, USA
Phone
5105898749
Rating
40
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$48,283
Expenses
$51,774
Assets
$47,663
Liabilities
$1,700

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • HOWARD BAILEY (Past President)
  • MICHAEL MYERS (Vice President)
  • ROB HARRIS (PAST PRESIDENT)
  • MICHAEL KASOLAS (Past President)
  • JEANNIE KIM (President)

People named in this filing

  • HOWARD BAILEY (Past President)
  • ADAM BARASCH (Director)
  • MICHAEL MYERS (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization's mission is to provide educational and informational forums concerning legal, procedural and administrative aspects of bankruptcy matters.Programs featuring speakers and panel discussions attended by bankruptcy judges, attorneys, CPAs and other members with an interest in bankruptcy matters. There are approximately six programs that are attended by approximately 40 - 200 members that benefit from the broad exchange of ideas.

What it reported doing in 2025

Round-up of current supreme court cases - focusing on those most important to bankruptcy lawyers and accountantsnovember 10, 202552 attendees

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 9
  • Transparency & Controls: 82
  • Sustainability: 37
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 8.6%; rating input score 9
  • Program expense ratio: 8.1%; rating input score 8

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -7.2%; rating input score 32; 32nd percentile among comparable filings
  • Total-asset coverage ratio: 0.92; rating input score 45; 45th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 20; 20th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -19.3% per year; rating input score 0; 20th percentile among comparable filings
  • Revenue growth: -5.1% per year; rating input score 0; 34th percentile among comparable filings
  • Asset growth: 8.5% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 8.6% of revenue deployed · 8.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $4K in reported program spending
  • Leadership: top reported pay $0 · 21 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 12 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 9/100.
  • High — Financial Efficiency: Program expense ratio scored 8/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 32/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
  • High — Sustainability: Liabilities to assets ratio scored 20/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.