NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC (EIN 060793269) - 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

1964

Legal Domicile

Principal Officer

ALEXIS SMITH

Phone

2039464811

Tax Period

2024-01-01 to 2024-12-31

NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC, founded in 1964, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2024. Expenses of $6.3M left a modest 3% surplus.

Mission

NEW HAVEN LEGAL ASSISTANCE ASSOCIATION, INC.'S MISSION IS TO PROVIDE HIGH QUALITY LEGAL SERVICES TO INDIVIDUALS, FAMILIES, AND GROUPS WHO ARE UNABLE TO OBTAIN LEGAL SERVICES BECAUSE OF LIMITED INCOME, AGE, DISABILITY, DISCRIMINATION, AND OTHER BARRIERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,519,648

Program Service Revenue $0

Investment Income $25,327

Other Revenue $-17,106

TOTAL REVENUE $6,527,869

Expense Breakdown

Grants Paid $12,383

Salaries & Benefits $5,312,392

Fundraising Expenses $176,154

Program Expenses $5,383,821

Other Expenses $976,117

TOTAL EXPENSES $6,300,892

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,527,869	$6,211,098	+0.1%
Expenses	$6,300,892	$6,033,538	+0.0%
Net Income	$226,977	$177,560	+0.3%

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

$178,311

Total Directors

$178,311

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXIS SMITH	EXECUTIVE DIRECTOR	40.00	Officer Director	$146,467	$31,844	$178,311
DAVID A REIF	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA H KATZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSHUA GOODBAUM	TREASURER	1.00	Officer Director	$0	$0	$0
BEVERLY HODGSON	DIRECTOR	1.00	Director	$0	$0	$0
CONOR DUFFY	DIRECTOR	1.00	Director	$0	$0	$0
EVETTE HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
HIRAM BRETT	DIRECTOR	1.00	Director	$0	$0	$0
JEFF HELLMAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER QUAYE-HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
KIA LEVEY-BURDEN	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE CASTINADO	DIRECTOR	1.00	Director	$0	$0	$0
SISTER MARY ELLEN BURNS	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON NEAR	DIRECTOR	1.00	Director	$0	$0	$0
ELI SABAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNY CHOU	DIRECTOR	1.00	Director	$0	$0	$0
ERIC SMITH	DIRECTOR UNTIL 3/2024	1.00	Director	$0	$0	$0
JENNIFER M CELENTANO	DIRECTOR UNTIL 7/2024	1.00	Director	$0	$0	$0
JOANNE GIBAU	STAFF ATTORNEY	40.00	Highest	$128,056	$25,717	$153,773
LAURA CLARK	FINANCE DIRECTOR	40.00	Highest	$125,508	$36,122	$161,630
MARGOT BURKLE	STAFF ATTORNEY	40.00	Highest	$128,573	$24,053	$152,626
SHELLEY WHITE	LITIGATION DIRECTOR	40.00	Highest	$136,056	$26,277	$162,333
NATASHA WHITE	STAFF ATTORNEY	40.00	Highest	$119,375	$20,712	$140,087

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	$6,527,869	$6,300,892	$6,563,270	$226,977
2023	$6,211,098	$6,033,538	$5,575,815	$177,560
2022	$5,269,788	$5,425,713	$5,548,871	$-155,925
2021	$5,085,291	$4,691,539	$4,154,895	$393,752
2019	$4,817,914	$5,130,969	$3,158,609	$-313,055
2018	$4,709,316	$4,589,191	$3,346,854	$120,125

NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC