PHILADELPHIA TRIAL LAWYERS ASSOCIATION (EIN 232127361) - 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

1979

Legal Domicile

Principal Officer

RONALD ROSEN

Phone

2157322256

Tax Period

2023-07-01 to 2024-06-30

PHILADELPHIA TRIAL LAWYERS ASSOCIATION, founded in 1979, is a small nonprofit that reported $835K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $754K left a modest 10% surplus.

Mission

BUSINESS/TRADE EDUCATION, INFORMATION AND NETWORKING FOR MEMBERS

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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 $215,000

Program Service Revenue $578,757

Investment Income $43,047

Other Revenue $-1,605

TOTAL REVENUE $835,199

Expense Breakdown

Grants Paid $8,020

Salaries & Benefits $329,184

Fundraising Expenses $128,467

Program Expenses $394,307

Other Expenses $416,919

TOTAL EXPENSES $754,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$835,199	$679,290	+0.2%
Expenses	$754,123	$679,500	+0.1%
Net Income	$81,076	$-210	-387.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA PATTERSON	EX. DIRECTOR	40.00	Highest	$195,487	$0	$195,487
ALFRED CARLSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
SEE ATTACHED LIST	BOARD MEMBER	N/A	Director	$0	$0	$0
RONALD ROSEN	COMPTROLLER	1.00	Officer 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	No data	No data	No data	No data
2024	$835,199	$754,123	$1,567,791	$81,076
2023	$679,290	$679,500	$1,401,563	$-210
2022	$743,285	$665,718	$1,337,177	$77,567
2021	$683,624	$644,883	$1,402,705	$38,741
2020	$754,526	$643,612	$1,177,927	$110,914
2019	$740,001	$647,750	$1,086,794	$92,251

PHILADELPHIA TRIAL LAWYERS ASSOCIATION