SUMMIT LEGAL AID (EIN 251192139) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

BRIAN V GORMAN

Phone

7242256170

Tax Period

2023-07-01 to 2024-06-30

SUMMIT LEGAL AID, founded in 1980, is a community nonprofit in the Crime & Legal sector that reported $6.3M in total revenue in fiscal year 2023. Revenue surged 87% from the prior year, signaling strong growth momentum.

Mission

CIVIL JUSTICE FOR THOSE IN NEED, THEIR HOMES SECURED, FAMILIES PROTECTED, AND FINANCES FORTIFIED.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,294,915

Program Service Revenue $0

Investment Income $13,286

Other Revenue $0

TOTAL REVENUE $6,308,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,910,387

Fundraising Expenses $628

Program Expenses $5,622,629

Other Expenses $1,211,364

TOTAL EXPENSES $6,121,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,308,201	$3,376,508	+0.9%
Expenses	$6,121,751	$3,131,079	+1.0%
Net Income	$186,450	$245,429	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$151,976

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM J BELLETTI ESQ	PRESIDENT	0.50	Officer Director	$0	$0	$0
NICOLE PARDUS ESQ	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ADAM QUATRINI ESQ	TREASURER	0.50	Officer Director	$0	$0	$0
MINTA LIVENGOOD	SECRETARY	0.50	Officer Director	$0	$0	$0
JOHN ACHILLE ESQ	DIRECTOR	0.50	Director	$0	$0	$0
RACHEL CLARK	DEPUTY DIRECTOR	35.00	Highest	$103,429	$9,386	$112,815
JAMIE CAMERON	DEPUTY DIRECTOR	35.00	Highest	$136,984	$19,500	$156,484
RONEL BACCUS	DIRECTOR	0.50	Director	$0	$0	$0
BARBARA JONES-BURSTON	DIRECTOR	0.50	Director	$0	$0	$0
NICHOLAS CLARK ESQ	DIRECTOR	0.50	Director	$0	$0	$0
SR MELANIE DIPIETRO ESQ	DIRECTOR	0.50	Director	$0	$0	$0
L DAWN HABER ESQ	DIRECTOR	0.50	Director	$0	$0	$0
KATELYN HENDRICKSON	DIRECTOR	0.50	Director	$0	$0	$0
CRAIG JACOBS	DIRECTOR	0.50	Director	$0	$0	$0
ANNE JOHN ESQ	DIRECTOR	0.50	Director	$0	$0	$0
ROXIE JOHNSTON	DIRECTOR	0.50	Director	$0	$0	$0
R BENJAMIN MCGIFFIN ESQ	DIRECTOR	0.50	Director	$0	$0	$0
MARK PERSUN ESQ	DIRECTOR	0.50	Director	$0	$0	$0
TARA SMITH	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN GORMAN	EXECUTIVE DIRECTOR	35.00	Officer	$131,955	$20,021	$151,976

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	$6,308,201	$6,121,751	$3,429,549	$186,450
2023	$3,376,508	$3,131,079	$1,703,463	$245,429
2022	$3,136,151	$2,653,172	$879,238	$482,979
2021	$2,856,241	$2,787,269	$843,046	$68,972
2020	$1,937,423	$2,389,902	$944,641	$-452,479
2019	$2,251,529	$2,171,595	$692,532	$79,934

SUMMIT LEGAL AID