NEW YORK STATE ACADEMY OF TRIAL LA… - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

MICHAEL BOTTAR

Phone

5183644044

Tax Period

2023-01-01 to 2023-12-31

NEW YORK STATE ACADEMY OF TRIAL LAWYERS, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $966K in total revenue in fiscal year 2023. Expenses of $923K left a modest 4% surplus.

Mission

TO PROVIDE FREE CONTINUING LEGAL EDUCATION TO MEMBERS AND TO ADVOCATE FOR THE PROTECTION OF THE CIVIL JUSTICE SYSTEM.

Program Service Accomplishments

Program 1

Expenses: $709,950 Revenue: $805,892

PROVIDING CONTINUING LEGAL EDUCATION TO MEMBERS AND ADVOCATING FOR THE PROTECTION OF THE CIVIL JUSTICE SYSTEM.

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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 $204,657

Program Service Revenue $805,892

Investment Income $7,368

Other Revenue $-52,161

TOTAL REVENUE $965,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $535,785

Fundraising Expenses $0

Program Expenses $709,950

Other Expenses $387,394

TOTAL EXPENSES $923,179

Year-over-Year Comparison

	2023	2022	Change
Revenue	$965,756	$957,158	+0.0%
Expenses	$923,179	$881,974	+0.0%
Net Income	$42,577	$75,184	-0.4%

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

200

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

Total Directors

Key Employees

$178,274

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE STERN	EXECUTIVE DIRECTOR	40	Key Emp	$178,274	$0	$178,274
LAMBROS LAMBROU	PRESIDENT	1	Officer Director	$0	$0	$0
MICHAEL BOTTAR	PRESIDENT-ELECT	1	Officer Director	$0	$0	$0
JAY HALFON	SECRETARY/TREASURER	1	Officer Director	$0	$0	$0
CHRIS HOLBROOK	VICE PRESIDENT, 1ST DEPT.	1	Director	$0	$0	$0
ANDREA BONINA	VICE PRESIDENT, 2ND DEPT.	1	Director	$0	$0	$0
CHRISTINA SONSIRE	VICE PRESIDENT, 3RD DEPT.	1	Director	$0	$0	$0
MICHAEL BERSANI	VICE PRESIDENT, 4TH DEPT.	1	Director	$0	$0	$0
JAMES HACKER	IMMEDIATE PAST PRESIDENT	1	Director	$0	$0	$0
SHERI HOLLAND	1ST JUDICIAL DISTRICT	1	Director	$0	$0	$0
CLIFFORD ROBERT	1ST JUDICIAL DISTRICT	1	Director	$0	$0	$0
JASON FRIEDMAN	2ND JUDICIAL DISTRICT	1	Director	$0	$0	$0
MARC PILLINGER	2ND JUDICIAL DISTRICT	1	Director	$0	$0	$0
ELIZABETH GRAZIANE	3RD JUDICIAL DISTRICT	1	Director	$0	$0	$0
JOSEPH O'CONNOR	3RD JUDICIAL DISTRICT	1	Director	$0	$0	$0
COURTNEY HASKIN	4TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
VICTOR MAZZOTTI	4TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
JANET IZZO	5TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
MICHELLE RUDDEROW	5TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
RACHAEL ABBOTT	6TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
BRYAN MAGGS	6TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
ANNA CZARPLES	7TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
DEBORAH FIELD	7TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
KRISTEN GARCIA ELMORE	8TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
CHRISTINA GULLO	8TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
CARLOS CALDERON	9TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
MARCEL FLORESTAL	9TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
BRUCE COZZENS	10TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
JAMES LICALZI	10TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
CHAREN KIM	11TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
MICHAEL MANOUSSOS	11TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
MICHAEL REINER	12TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
DANIEL SOLINSKY	12TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
MATTHEW SANTAMAURO	13TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
ROBERT SGARLATO	13TH JUDICIAL DISTRICT	1	Director	$0	$0	$0
KATHLEEN BEATTY	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
SHANA DE CARO	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
CHARLES FALGIATANO	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
RONALD GILL	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
JOSHUA GILLETTE	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
KEVIN HABBERFIELD	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
MATTHEW HAICKEN	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
HILLARY NAPPI	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
BRIAN PASCALE	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
CELESTE REDMOND-SMITH	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
STEVEN SCHWARTZAPFEL	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
AJ SMITH	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
JAMES SNYDER	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
MARK WEINBERGER	DIRECTOR AT-LARGE	1	Director	$0	$0	$0
JENNIFER FAY	DEAN	1	Director	$0	$0	$0
MICHAEL HUTTER	DEAN	1	Director	$0	$0	$0
AMY INSLER	DEAN	1	Director	$0	$0	$0
DANIEL SANTOLA	DEAN	1	Director	$0	$0	$0
SIM SHAPIRO	DEAN	1	Director	$0	$0	$0
MICHAEL SOLOMON	ASSOCIATE BOARD CO-CHAIR	1	Director	$0	$0	$0
CAREY BEYER	ASSOCIATE BOARD CO-CHAIR	1	Director	$0	$0	$0
JOHN POWERS	PAST-PRESIDENT 2004-2006	1	Director	$0	$0	$0
ROBERT LAHM	PAST-PRESIDENT 2006-2007	1	Director	$0	$0	$0
JOHN BONINA	PAST-PRESIDENT 2007-2008	1	Director	$0	$0	$0
ROBERT BRENNA	PAST PRESIDENT 2008-2009	1	Director	$0	$0	$0
JAMES WILKENS	PAST PRESIDENT 2009-2010	1	Director	$0	$0	$0
ANTHONY BOTTAR	PAST PRESIDENT 2010-2011	1	Director	$0	$0	$0
GLENN VERCHICK	PAST PRESIDENT 2011-2012	1	Director	$0	$0	$0
JAMES REID	PAST-PRESIDENT 2012-2013	1	Director	$0	$0	$0
JOSEPH BAVARO	PAST-PRESIDENT 2013-2014	1	Director	$0	$0	$0
JOHN CHERUNDOLO	PAST-PRESIDENT 2014-2015	1	Director	$0	$0	$0
MITCHELL PRONER	PAST-PRESIDENT 2015-2016	1	Director	$0	$0	$0
HADLEY LUNDBACK	PAST-PRESIDENT 2016-2017	1	Director	$0	$0	$0
ANDREW SMILEY	PAST-PRESIDENT 2017-2018	1	Director	$0	$0	$0
FRANCIS LETRO	PAST-PRESIDENT 2018-2019	1	Director	$0	$0	$0
ANGELICQUE MORENO	PAST-PRESIDENT 2019-2020	1	Director	$0	$0	$0
LAURA JORDAN	PAST-PRESIDENT 2020-2021	1	Director	$0	$0	$0
CAROLYN CACCESE	PAST-PRESIDENT 2021-2022	1	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
2024	No data	No data	No data	No data
2023	$965,756	$923,179	$545,506	$42,577
2022	$957,158	$881,974	$441,950	$75,184
2021	$744,121	$736,004	$365,621	$8,117
2020	$608,810	$597,400	$301,194	$11,410
2019	$657,162	$644,891	$265,717	$12,271
2018	$629,904	$637,864	$281,513	$-7,960

NEW YORK STATE ACADEMY OF TRIAL LAWYERS