AMERICAN ACADEMY OF MATRIMONIAL LAWYERS SOUTHERN CALIFORNIA CHAPTER (EIN 363458422) - 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

1964

Legal Domicile

Principal Officer

SHANNON B MILES

Phone

3102732800

Tax Period

2024-01-01 to 2024-12-31

AMERICAN ACADEMY OF MATRIMONIAL LAWYERS SOUTHERN CALIFORNIA CHAPTER, founded in 1964, is a small nonprofit that reported $524K in total revenue in fiscal year 2024. Expenses of $502K left a modest 4% surplus.

Mission

TO ENCOURAGE THE STUDY, IMPROVE THE PRACTICE, ELEVATE THE STANDARDS AND ADVANCE THE CAUSE OF MATRIMONIAL LAW TO THE END THAT THE WELFARE OF THE FAMILY AND SOCIETY BE PRESERVED.

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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 $34,200

Program Service Revenue $481,902

Investment Income $8,162

Other Revenue $0

TOTAL REVENUE $524,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $455,489

Other Expenses $501,604

TOTAL EXPENSES $501,604

Year-over-Year Comparison

	2024	2023	Change
Revenue	$524,264	$549,332	0.0%
Expenses	$501,604	$533,054	-0.1%
Net Income	$22,660	$16,278	+0.4%

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

N/A

Employees

N/A

Volunteers

N/A

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
ROBERT C BENAVENTE	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE MINDAL	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
IRA FRIEDMAN	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SHANNON B MILES	TREASURER	10.00	Officer Director	$0	$0	$0
ANNETTE HALL NEVILLE	SECRETARY	2.00	Officer Director	$0	$0	$0
GREGORY HERRING	LEGAL ADVISOR	2.00	Director	$0	$0	$0
SCOTT KLOPERT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
EVAN ITZKOWITZ	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
LEIGH GALYON	BOARD MEMBER	2.00	Director	$0	$0	$0
SANDRA MAYBERRY	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS SIMPSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL MORRIS	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
RENEE FAIRBANKS	BOARD MEMBER	2.00	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
2024	$524,264	$501,604	$634,174	$22,660
2023	$549,332	$533,054	$611,514	$16,278
2022	$514,984	$339,966	$595,236	$175,018
2021	$443,888	$191,714	$425,156	$252,174
2020	$150,847	$252,946	$172,982	$-102,099

AMERICAN ACADEMY OF MATRIMONIAL LAWYERS SOUTHERN CALIFORNIA CHAPTER