NORTHWESTERN LEGAL SERVICES (EIN 251201331) - 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

1969

Legal Domicile

Principal Officer

JACQUELINE LAGER

Phone

8144526949

Tax Period

2023-07-01 to 2024-06-30

NORTHWESTERN LEGAL SERVICES, founded in 1969, is a community nonprofit in the Crime & Legal sector that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

NORTHWESTERN LEGAL SERVICES ASSISTS LOW INCOME INDIVIDUALS AND FAMILIES BY GUIDING THEM THROUGH THE LEGAL SYSTEM USING ADVOCACY AND EDUCATION TO OBTAIN JUSTICE WITH THE GOAL OF IMPROVING THEIR QUALITY OF LIFE AND STRENGTHENING OUR COMMUNITY.

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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 $3,307,633

Program Service Revenue $870

Investment Income $48,747

Other Revenue $5

TOTAL REVENUE $3,357,255

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,672,459

Fundraising Expenses $4,383

Program Expenses $2,790,069

Other Expenses $628,153

TOTAL EXPENSES $3,300,612

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,357,255	$2,602,905	+0.3%
Expenses	$3,300,612	$2,554,491	+0.3%
Net Income	$56,643	$48,414	+0.2%

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

$233,315

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA SEMAN OCHS	TREASURER THRU JUNE 2024	1.00	Officer Director	$0	$0	$0
CAROL SUMMERVILLE	LAY VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
CRAIG MARKHAM ESQ	LAW VICE-PRESIDENT THRU JUNE 2024	1.00	Officer Director	$0	$0	$0
CHESTER B SCHOLL JR ESQ	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDRIA IWANENKO ESQ	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER FERRY ESQ	PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS LENT ESQ	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
STACY WALLACE ESQ	DIRECTOR THRU JUNE 2024	1.00	Director	$0	$0	$0
NICOLE LARSON	DIRECTOR	1.00	Director	$0	$0	$0
RHONDA KAUFFELD	DIRECTOR THRU JUNE 2024	1.00	Director	$0	$0	$0
SILVANA REED	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BUTLER ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE CARLGREN	DIRECTOR THRU JUNE 2024	1.00	Director	$0	$0	$0
LORI ROSS ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JULIANNE STEFANICK	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MCDONOUGH ESQ	DIRECTOR	1.00	Director	$0	$0	$0
RAMI SORGE	FISCAL MANAGER	40.00	Officer	$88,377	$25,057	$113,434
JACQUELINE LAGER ESQ	EXECUTIVE DIRECTOR	40.00	Officer	$93,400	$26,481	$119,881

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	$3,357,255	$3,300,612	$1,825,515	$56,643
2023	$2,602,905	$2,554,491	$2,238,836	$48,414
2022	$2,689,141	$2,541,201	$1,831,964	$147,940
2021	$2,409,747	$2,445,932	$1,983,814	$-36,185
2020	$2,124,588	$2,335,904	$1,968,247	$-211,316
2019	$2,080,097	$1,938,435	$1,180,331	$141,662

NORTHWESTERN LEGAL SERVICES