DISCOVERY & LEGAL TECHNOLOGY ASSOCIATION

EIN: 334947872 Community Improvement

WASHINGTON, DC

Total Revenue
$1,050,500
Total Expenses
$808,079
Total Assets
$242,421
Net Assets
$242,421
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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
2025
Legal Domicile
DE
Principal Officer
KELLY STRUCK
Phone
3128043988
Tax Period
2025-04-08 to 2025-12-31

DISCOVERY & LEGAL TECHNOLOGY ASSOCIATION, founded in 2025, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2025. The organization ran a surplus of $242K, a strong 23% operating margin.

Mission

WE ARE A COMMUNITY OF PROFESSIONAL SERVICE PROVIDERS OF ELECTRONIC DISCOVERY SERVICES DEDICATED TO PROMOTING BEST PRACTICES, INNOVATION, AND EXCELLENCE IN THE LEGAL INDUSTRY. (CONTINUED ON SCHEDULE O)WE PROVIDE EDUCATION AND RESOURCE TO SHAPE THE GROWTH OF THE INDUSTRY. BY SHARING KNOWLEDGE AND FOSTERING PARTNERSHIPS WE AIM TO UPHOLD THE INTEGRITY OF THE LEGAL INDUSTRY AND CONTRIBUTE TO A MORE EFFECTIVE LEGAL ECOSYSTEM.

Program Service Accomplishments

Program 1

THE ORGANIZATION PLANS TO ENGAGE IN VARIOUS ACTIVITIES THROUGHOUT THE UNITED STATES TO FURTHER ITS GOALS OF PROMOTING, IMPROVING, AND ADVOCATING FOR COMMON BUSINESS INTERESTS OF THE EDISCOVERY...

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THE ORGANIZATION PLANS TO ENGAGE IN VARIOUS ACTIVITIES THROUGHOUT THE UNITED STATES TO FURTHER ITS GOALS OF PROMOTING, IMPROVING, AND ADVOCATING FOR COMMON BUSINESS INTERESTS OF THE EDISCOVERY SERVICES INDUSTRY, INCLUDING BUT NOT LIMITED TO: ENGAGING IN PUBLIC POLICY ADVOCACY; PERFORMING AND PUBLISHING MARKET RESEARCH AND INDUSTRY INTELLIGENCE; PROVIDING PROFESSIONAL DEVELOPMENT OFFERINGS AND OTHER RESOURCES TO HELP MEMBERS ADAPT TO INDUSTRY CHANGES; FACILITATING KNOWLEDGE SHARING ABOUT INDUSTRY TRENDS, TECHNOLOGY AND BEST PRACTICES; SUPPORTING TALENT DEVELOPMENT AND WORK INITIATIVES; AND ENCOURAGING INDUSTRY STANDARDS AND CERTIFICATIONS, AS NEEDED.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,050,500
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,050,500

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $808,079
TOTAL EXPENSES $808,079

Year-over-Year Comparison

2025 2024 Change
Revenue $1,050,500 N/A N/A
Expenses $808,079 N/A N/A
Net Income $242,421 N/A N/A
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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
8

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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRYAN CAMPBELL CHAIRMAN (AS OF 11/25) 1.00
Officer Director
$0 $0 $0
MEREDITH KILDOW TREASURER (AS OF 11/25) 1.00
Officer Director
$0 $0 $0
JULIA HASENZAHL SECRETARY (AS OF 11/25) 1.00
Officer Director
$0 $0 $0
HAROLD BROOKS DIRECTOR 0.50
Director
$0 $0 $0
DAVE DEPPE DIRECTOR 0.50
Director
$0 $0 $0
RON MARKEZICH DIRECTOR 0.50
Director
$0 $0 $0
RENEE MEISEL DIRECTOR 0.50
Director
$0 $0 $0
SOPHIE ROSS DIRECTOR 0.50
Director
$0 $0 $0
KELLY STRUCK EXECUTIVE DIRECTOR 40.00
Officer
$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 $1,050,500 $808,079 $242,421 $242,421
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