ASSOCIATION OF LEGAL ADMINISTRATOR… - 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

1975

Legal Domicile

Principal Officer

SHAUN JONES

Phone

2159651227

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF LEGAL ADMINISTRATORS - PHILADELPHIA CHAPTER, founded in 1975, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Expenses of $154K left a modest 5% surplus.

Mission

THE ORGANIZATION PROVIDES ITS MEMBERS WITH EDUCATIONAL, LEGAL MATERIALS, PROFESSIONAL DEVELOPMENT AND NETWORKING AS WELL AS OTHER LEGAL LIBRARY INFORMATION TO ASSIST IN THE ADMINISTRATION OF LAW FIRMS.

Program Service Accomplishments

Program 1

Expenses: $27,141

EDUCATION SESSIONS AND SEMINARS (APPROXIMATELY 100 PEOPLE).

Program 2

Expenses: $42,417

ANNUAL LEGAL EXPO EVENT, VENDOR APPRECIATION AND OTHER FUNCTIONS HELD TO EXPOSE MANAGING PARTNERS OF MEMBER LAW FIRMS TO THE PROFESSIONALISM OF THE ORGANIZATION, WITH EXHIBIT AREAS WHERE VENDORS TO...

Program 3

Expenses: $72,308

MONTHLY MEETINGS AND CONFERENCES FOR THE PURPOSE OF DISCUSSING EDUCATIONAL TOPICS AND ITEMS OF INTEREST AND NETWORKING INFORMATION (APPROXIMATELY 100 PEOPLE).

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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 $154,087

Program Service Revenue $0

Investment Income $3,850

Other Revenue $4,765

TOTAL REVENUE $162,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,866

Other Expenses $154,276

TOTAL EXPENSES $154,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$162,702	$169,315	0.0%
Expenses	$154,276	$140,614	+0.1%
Net Income	$8,426	$28,701	-0.7%

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

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
MAYDA APONTE	ASST. VP-EDU	3.00	Director	$0	$0	$0
SHAKEMA APPLETON	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ANGELA DIDONATO	ASST.VP-BUS.	3.00	Director	$0	$0	$0
PHYLLIS FLORIO	ASST.VP-BUS.	3.00	Director	$0	$0	$0
KRISTA HART	PRESIDENT/PA	2.00	Officer Director	$0	$0	$0
NATALIE HAYNES	VICE-PRES.-E	0.00	Officer Director	$0	$0	$0
ROBYN HENRY	ASST.VP-MEMB	2.50	Director	$0	$0	$0
ROBERT HOLLOWAY	ASST.VP-TECH	3.00	Director	$0	$0	$0
SHAUN JONES	PRES.ELECT/P	5.00	Officer Director	$0	$0	$0
MELISSA KEOUGH	VICE-PRES.-M	2.50	Officer Director	$0	$0	$0
GARY KIEFER	ASST.VP-MEMB	2.50	Director	$0	$0	$0
FRANCIS MARQUEZ	VP-COMMUNICA	3.00	Officer Director	$0	$0	$0
CHRISTINE MCCARRY	ASST. VP-EDU	0.00	Director	$0	$0	$0
LISA MCGINNIS	TREASURER/VP	3.00	Officer Director	$0	$0	$0
JAMES METAXAS	TREASURER	3.00	Officer Director	$0	$0	$0
LISA MOORE	ASST.VP-ED./	2.00	Director	$0	$0	$0
SHAREN NOCELLA	ASST.VP-BUS.	0.00	Director	$0	$0	$0
RACHEL PARK	ASST.VP-BUS.	3.00	Director	$0	$0	$0
KATHLEEN REMETTA	PAST PRESIDE	0.00	Officer Director	$0	$0	$0
KATHLEEN ROSSELLO	SECRETARY	2.00	Officer Director	$0	$0	$0
ALEXA SANTANGELO	VP.BUS.PART.	5.00	Officer Director	$0	$0	$0
JASON SCHMIDT	VP-TECHNOLOG	3.00	Officer Director	$0	$0	$0
ALLISON SPONIC	VP-COMM./ASS	3.00	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	$162,702	$157,024	$301,888	$5,678
2024	$162,702	$154,276	$304,636	$8,426
2023	$169,315	$140,614	$305,285	$28,701
2022	$172,887	$166,714	$275,790	$6,173
2021	$106,804	$117,150	$259,210	$-10,346
2020	$136,502	$54,675	$269,866	$81,827
2019	$196,121	$140,175	$187,664	$55,946
2018	$163,333	$151,141	$131,573	$12,192

ASSOCIATION OF LEGAL ADMINISTRATORS - PHILADELPHIA CHAPTER