ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY

EIN: 251605078

PITTSBURGH, PA

Total Revenue
$599,867
Total Expenses
$513,818
Total Assets
$364,112
Net Assets
$359,862
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
PA
Principal Officer
JASON E MATZUS
Phone
4123439266
Tax Period
2024-01-01 to 2024-12-31

ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY, founded in 1959, is a small nonprofit that reported $600K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $514K left a modest 14% surplus.

Mission

THE PURPOSE OF THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY SHALL BE TO:(A) ESTABLISH AND MAINTAIN A GROUP OF SKILLED, EXPERIENCED AND RESPECTED CIVIL TRIAL LAWYERS, REPRESENTATIVE OF BOTH PLAINTIFFS AND DEFENDANTS, WITH THE OBJECTIVE OF IMPROVING AND ENHANCING THE ADMINISTRATION OF JUSTICE;(B) ASSIST THE COURTS IN THE PROMPT AND JUST DISPOSITION OF CASES;(C) PROMOTE LEGAL EDUCATION;(D) MAINTAIN AND PROMOTE THE HIGHEST STANDARD OF PROFESSIONAL CONDUCT;(E) PRESERVE TRIAL BY JURY AS HERETOFORE;(F) COOPERATE WITH AND MAKE RECOMMENDATIONS TO THE COURTS, LAW SCHOOLS, LEGISLATIVE BODIES, ADMINISTRATIVE AGENCIES, BAR ASSOCIATIONS, MEDICAL ASSOCIATIONS, AND OTHER INSTITUTIONS AND AGENCIES CONCERNED WITH THE IMPROVEMENT OF LAW AND ADMINISTRATION OF JUSTICE; AND (G) DISSEMINATE USEFUL INFORMATION AND MATERIALS TO THE BAR AND GENERAL PUBLIC TO FURTHER THE PURPOSES ABOVE SET FORTH.

Program Service Accomplishments

Program 1

THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS A MASTER OF TRIAL ADVOCACY RETREAT WHICH INCLUDES SEMINARS AND MEETINGS FOR LAWYERS AND JUDGES. THIS RETREAT IS BENEFICIAL TO ALL MEMBERS WHO...

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THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS A MASTER OF TRIAL ADVOCACY RETREAT WHICH INCLUDES SEMINARS AND MEETINGS FOR LAWYERS AND JUDGES. THIS RETREAT IS BENEFICIAL TO ALL MEMBERS WHO ATTEND AND MEMBERS RECEIVE REQUIRED CLE CREDITS.

Program 2

THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS A FEDERAL PRACTICE SEMINAR, WHICH INVOLVES FEDERAL COURT PRACTICE AND PROCEDURES. THIS SEMINAR IS BENEFICIAL TO ALL MEMBERS WHO ATTEND AND MEMBERS...

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THE ACADEMY OF TRIAL LAWYERS OF ALLEGHENY COUNTY HAS A FEDERAL PRACTICE SEMINAR, WHICH INVOLVES FEDERAL COURT PRACTICE AND PROCEDURES. THIS SEMINAR IS BENEFICIAL TO ALL MEMBERS WHO ATTEND AND MEMBERS RECEIVE REQUIRED CLE CREDITS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $900
Program Service Revenue $573,697
Investment Income $23,177
Other Revenue $2,093
TOTAL REVENUE $599,867

Expense Breakdown

Grants Paid $0
Salaries & Benefits $86,120
Fundraising Expenses $0
Other Expenses $427,698
TOTAL EXPENSES $513,818

Year-over-Year Comparison

2024 2023 Change
Revenue $599,867 $537,725 +0.1%
Expenses $513,818 $518,698 0.0%
Net Income $86,049 $19,027 +3.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
1
Volunteers
35

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
7
$77,205
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BETHANN R LLOYD PRESIDENT 5.00
Officer Director
$0 $0 $0
DAVID A STRASSBURGER PRESIDENT ELECT 5.00
Officer Director
$0 $0 $0
HOWARD J SCHULBERG VICE PRESIDENT 5.00
Officer Director
$0 $0 $0
KATHLEEN MCALLISTER SECRETARY 5.00
Officer Director
$0 $0 $0
JASON E MATZUS TREASURER 5.00
Officer Director
$0 $0 $0
LAURA D PHILLIPS ASSISTANT TREASURER 5.00
Officer Director
$0 $0 $0
KATIE KILLION GOVERNOR 1.00
Director
$0 $0 $0
MATTHEW KURZWEG GOVERNOR 1.00
Director
$0 $0 $0
NIKKI LYKOS GOVERNOR 1.00
Director
$0 $0 $0
DEAN PASSODELIS GOVERNOR 1.00
Director
$0 $0 $0
MARY-JO REBELO GOVERNOR 1.00
Director
$0 $0 $0
DAVID J BERARDINELLI GOVERNOR 1.00
Director
$0 $0 $0
ALYSON J KIRLEIS GOVERNOR 1.00
Director
$0 $0 $0
ANDREW J LEGER GOVERNOR 1.00
Director
$0 $0 $0
DIANNE S WAINWRIGHT GOVERNOR 1.00
Director
$0 $0 $0
GINA M ZUMPELLA GOVERNOR 1.00
Director
$0 $0 $0
MARY-CLARE REYNOLDS EXECUTIVE DIRECTOR 40.00
Officer
$77,205 $0 $77,205
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 $599,867 $513,818 $364,112 $86,049
2023 $537,725 $518,698 $285,039 $19,027
2022 $479,566 $409,436 $256,316 $70,130
2021 $200,755 $179,090 $215,024 $21,665
2020 $156,593 $160,145 $187,148 $-3,552
2019 $482,716 $450,054 $199,425 $32,662
2018 $444,554 $459,015 $166,744 $-14,461
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