Monroe County Bar Association

Nonprofit profile at a glance

EIN
160834505
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Rochester, NY, USA
Phone
5855461817
Rating confidence
Limited

Official website

Reported finances

Revenue
$684,326
Expenses
$638,292
Assets
$1,400,272
Liabilities
$501,798

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • CASSANDRA RICH ESQ (IMMEDIATE PAST PRESIDENT)
  • SAREER FAZILI ESQ (PRESIDENT)
  • MARK FUNK ESQ (PRESIDENT ELECT - JOINED DURING YEAR)
  • KEVIN F RYAN ESQ (EXECUTIVE DIRECTOR - RESIGNED DEC 2024)
  • ELISABETH NOVAK (CHIEF EXECUTIVE OFFICER - AS OF JAN 2025)

Highest reported compensation

  • KEVIN F RYAN ESQ (EXECUTIVE DIRECTOR - RESIGNED DEC 2024): $109,619 total reported compensation
  • ELISABETH NOVAK (CHIEF EXECUTIVE OFFICER - AS OF JAN 2025): $90,327 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve the quality and accessibility of justice; promote respect for and understanding of the law; enhance professional growth; promote fulfillment, excellence, collegiality and diversity among its members; and serve as the voice of the profession.

What it reported doing in 2024

Lawyer referral service - assists public by acting as a liaison between the public and attorney, finds a suitable attorney for the individual's situation, provides attorney contact information to the individual, and notifies the attorney. 1,364 clients served.

Operating model

Revenue model
Other-operating. 91% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 100
  • Accountability: 95
  • Sustainability: 48
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 6.7%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 2.19; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: 0.36; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 31.3%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -3.2% per year; rating input score 0; 7th percentile among comparable filings
  • Asset growth: 6.3% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 20 of 20 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $110K · 22 people listed
  • Consistency: 17 of 17 current checks pass
  • Schedules: 5 filed schedules · includes related organizations
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • 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 — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Sustainability: Officer compensation ratio scored 6/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.