NATIONAL BOARD OF TRIAL ADVOCACY INC FKA NATIONAL BOARD OF LEGAL SPECIALTY (EIN 042996246) - 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

1988

Legal Domicile

Principal Officer

JOHN HEDSTROM

Phone

5083846565

Tax Period

2023-01-01 to 2023-12-31

NATIONAL BOARD OF TRIAL ADVOCACY INC FKA NATIONAL BOARD OF LEGAL SPECIALTY, founded in 1988, is a small nonprofit in the Crime & Legal sector that reported $976K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $239K, a strong 25% operating margin.

Mission

PEER REVIEW ORGANIZATION WHICH PROVIDES CERTIFICATION TO TRIAL ATTORNEYS

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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 $0

Program Service Revenue $969,737

Investment Income $5,980

Other Revenue $0

TOTAL REVENUE $975,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $361,048

Fundraising Expenses $0

Other Expenses $375,473

TOTAL EXPENSES $736,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$975,717	$670,139	+0.5%
Expenses	$736,521	$709,493	+0.0%
Net Income	$239,196	$-39,354	-7.1%

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

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

$96,978

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH CAMERLENGO	DIRECTOR	3.00	Director	$0	$0	$0
PHYLLIS J CULP	DIRECTOR	3.00	Director	$0	$0	$0
SHARON COLLIER	DIRECTOR	3.00	Director	$0	$0	$0
MIKE T KELLEY	DIRECTOR	3.00	Director	$0	$0	$0
JUSTIN S KAHN	DIRECTOR	3.00	Director	$0	$0	$0
WILLIAM JUNGBAUER	DIRECTOR	3.00	Director	$0	$0	$0
HON JAMES M COLAW	DIRECTOR	3.00	Director	$0	$0	$0
PROFESSOR SARA JACOBSON	DIRECTOR	3.00	Director	$0	$0	$0
KARI ANN FONTE	DIRECTOR	3.00	Director	$0	$0	$0
ROBERTSON H WENDT	DIRECTOR	3.00	Director	$0	$0	$0
GARY W MCNEIL	DIRECTOR	3.00	Director	$0	$0	$0
JANET FRANKEL	DIRECTOR	3.00	Director	$0	$0	$0
JOSEPH A FRIED	DIRECTOR	3.00	Director	$0	$0	$0
CHARI KELLY	DIRECTOR	3.00	Director	$0	$0	$0
RENA LEIZERMAN	DIRECTOR	3.00	Director	$0	$0	$0
JUDGE MELISSA S MAY	DIRECTOR	3.00	Director	$0	$0	$0
KAREN ROBERTS	DIRECTOR	3.00	Director	$0	$0	$0
WILLIAM SHERWOOD	DIRECTOR	3.00	Director	$0	$0	$0
KATHRYN SNAPKA	DIRECTOR	3.00	Director	$0	$0	$0
PROFESSOR STEPHEN WIZNER	DIRECTOR	3.00	Director	$0	$0	$0
WENDY WEISS	DIRECTOR	3.00	Director	$0	$0	$0
JACK MCGEHEE	PAST PRESIDENT	3.00	Officer	$0	$0	$0
JAMES WREN	PAST PRESIDENT	3.00	Officer	$0	$0	$0
KEITH CLIFFORD	PAST PRESIDENT	3.00	Officer	$0	$0	$0
ELIZABETH LINDSAY	PRESIDENT ELECT	3.00	Officer	$0	$0	$0
PROFESSOR TRACY MCCORMACK	PRESIDENT ELECT	3.00	Officer	$0	$0	$0
KATHIE PERRY	TREASURER	3.00	Officer	$0	$0	$0
JAMES M RICHARDSON	IMMEDIATE PAST PRESIDENT	3.00	Officer	$0	$0	$0
JOHN HEDSTROM	EXECUTIVE DIRECTOR ELECT	40.00	Officer	$96,978	$0	$96,978

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	$975,717	$736,521	$892,146	$239,196
2022	$670,139	$709,493	$750,048	$-39,354
2021	$539,133	$673,407	$524,581	$-134,274
2020	$643,492	$671,053	$628,225	$-27,561
2019	$882,373	$848,444	$610,426	$33,929
2018	$748,292	$881,810	$570,535	$-133,518

NATIONAL BOARD OF TRIAL ADVOCACY INC FKA NATIONAL BOARD OF LEGAL SPECIALTY