COORDINATED ADVICE & REFERRAL PROGRAM FOR LEGAL SERVICES (EIN 363863573) - 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

1992

Legal Domicile

Principal Officer

ALLEN SCHWARTZ

Phone

3127389494

Tax Period

2024-07-01 to 2025-06-30

COORDINATED ADVICE AND REFERRAL PROGRAM FOR LEGAL SERVICES, founded in 1992, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2017. Revenue decreased 13% compared to the prior year.

Mission

PRO BONO LEGAL ADVICE & REFERRALS

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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 $5,898,171

Program Service Revenue $39,711

Investment Income $49,607

Other Revenue $52,743

TOTAL REVENUE $6,040,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,391,980

Fundraising Expenses $310,613

Program Expenses $4,564,343

Other Expenses $920,394

TOTAL EXPENSES $5,312,374

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,040,232	$5,007,231	+0.2%
Expenses	$5,312,374	$4,701,351	+0.1%
Net Income	$727,858	$305,880	+1.4%

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

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

$156,505

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY VAN GELDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DANA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
NILOFER UMAR	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE WELLS	DIRECTOR	1.00	Director	$0	$0	$0
MARK PREMO-HOPKINS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH PADGITT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL PACE	DIRECTOR	1.00	Director	$0	$0	$0
STACIE NEETER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MACNALLY	DIRECTOR	1.00	Director	$0	$0	$0
TED MCNABOLA	DIRECTOR	1.00	Director	$0	$0	$0
ABAD LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER KRATOCHVIL	DIRECTOR	1.00	Director	$0	$0	$0
TILDEN KATZ	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY A HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET HAAS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MERRICK	SECRETARY	1.00	Officer Director	$0	$0	$0
ELIZABETH HUTCHINS	TREASURER	1.00	Officer Director	$0	$0	$0
KYLE HARTMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ALLEN SCHWARTZ	EXECUTIVE DIRECTOR	40.00	Officer	$153,280	$3,225	$156,505
PATRICIA WRONA	DIRECTOR OF LEGAL SERVICES	40.00	Highest	$131,204	$15,144	$146,348

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	$6,040,232	$5,312,374	$4,723,346	$727,858
2024	$5,007,231	$4,701,351	$4,202,067	$305,880
2023	$4,199,316	$4,156,982	$3,099,698	$42,334
2022	$4,385,388	$4,084,151	$2,874,944	$301,237
2021	$3,320,392	$3,397,987	$3,189,591	$-77,595
2020	$2,837,336	$2,659,371	$3,169,462	$177,965
2019	$3,043,261	$2,545,732	$2,469,543	$497,529
2018	$2,239,628	$2,386,027	$1,956,619	$-146,399

COORDINATED ADVICE & REFERRAL PROGRAM FOR LEGAL SERVICES