Office of the Appellate Defender (EIN 133468351) - 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

Principal Officer

CAPRICE R JENERSON

Phone

2124024100

Tax Period

2024-07-01 to 2025-06-30

Office of the Appellate Defender is a community nonprofit in the Crime & Legal sector that reported $6.9M in total revenue in fiscal year 2024. Expenses of $6.3M left a modest 8% surplus.

Mission

TO PROVIDE PRO BONO APPELLATE AND POST-CONVICTION REPRESENTATION TO INDIGENT PERSONS.

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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 $6,827,383

Program Service Revenue $20,000

Investment Income $13,130

Other Revenue $14,400

TOTAL REVENUE $6,874,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,009,469

Fundraising Expenses $81,749

Program Expenses $5,386,945

Other Expenses $1,293,683

TOTAL EXPENSES $6,303,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,874,913	$6,734,303	+0.0%
Expenses	$6,303,152	$6,151,757	+0.0%
Net Income	$571,761	$582,546	0.0%

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

$236,968

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAPRICE R JENERSON	PRESIDENT & ATTORNEY-IN-CHARGE	40.0	Officer	$213,617	$23,351	$236,968
WILL A PAGE	SUPERVISING ATTORNEY	40.0	Highest	$117,461	$41,405	$158,866
DAVID BERNSTEIN	DEPUTY ATTORNEY-IN-CHARGE	40.0	Highest	$144,831	$7,593	$152,424
SEAN NUTTALL	SUPERVISING ATTORNEY	40.0	Highest	$123,550	$17,897	$141,447
JENNIFER BLASSER	SUPERVISING ATTORNEY	40.0	Highest	$132,233	$7,228	$139,461
ROSEMARY HERBERT	SUPERVISING ATTORNEY	40.0	Highest	$128,175	$5,199	$133,374
Nicolas Bourtin	CHAIR	1.0	Officer Director	$0	$0	$0
Sarah K Eddy	BOARD MEMBER	1.0	Director	$0	$0	$0
Myrna Felder	BOARD MEMBER	1.0	Director	$0	$0	$0
Michael J Gilbert	BOARD MEMBER	1.0	Director	$0	$0	$0
David Gopstein	BOARD MEMBER	1.0	Director	$0	$0	$0
Ilan Graff	BOARD MEMBER	1.0	Director	$0	$0	$0
Elizabeth L Grayer	BOARD MEMBER	1.0	Director	$0	$0	$0
Caroline Heller	BOARD MEMBER	1.0	Director	$0	$0	$0
Joanna Hendon	BOARD MEMBER	1.0	Director	$0	$0	$0
Randy A Hertz	BOARD MEMBER	1.0	Director	$0	$0	$0
Dani R James	BOARD MEMBER	1.0	Director	$0	$0	$0
Katya Jestin	BOARD MEMBER	1.0	Director	$0	$0	$0
James P Loonam	BOARD MEMBER	1.0	Director	$0	$0	$0
Tatiana R Martins	BOARD MEMBER	1.0	Director	$0	$0	$0
Lauren A Moskowitz	BOARD MEMBER	1.0	Director	$0	$0	$0
E Joshua Rosenkranz	BOARD MEMBER	1.0	Director	$0	$0	$0
Jeffrey A Udell	BOARD MEMBER	1.0	Director	$0	$0	$0
Lisa Vicens	BOARD MEMBER	1.0	Director	$0	$0	$0
Douglas S Zolkind	BOARD MEMBER	1.0	Director	$0	$0	$0
Martin Bell	Board Member	1.0	Director	$0	$0	$0
Maria T Galeno	Board Member	1.0	Director	$0	$0	$0

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
2025	$6,874,913	$6,303,152	$7,148,540	$571,761
2024	$6,734,303	$6,151,757	$7,153,219	$582,546
2023	$6,433,744	$5,271,231	$7,154,276	$1,162,513
2022	$5,154,558	$4,456,724	$5,017,170	$697,834
2021	$4,307,867	$4,316,216	$4,161,878	$-8,349
2020	$3,866,392	$4,045,548	$4,000,838	$-179,156
2018	$3,925,208	$3,378,027	$2,923,612	$547,181
2018	$3,925,208	$3,378,027	$2,923,612	$547,181

Office of the Appellate Defender