American Academy of Matrimonial La… - Form 990 Financial Data

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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

1962

Legal Domicile

Principal Officer

Melissa Avery

Phone

3126735832

Tax Period

2024-01-01 to 2024-12-31

American Academy of Matrimonial Lawyers, founded in 1962, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $3.0M left a modest 4% surplus.

Mission

The mission of the Academy is to provide leadership that promotes the highest degree of professionalism and excellence in the practice of family law.

Program Service Accomplishments

Program 1

Membership: The Academy provides leadership that promotes the highest degree of professionalism and excellence in the practice of family law. The current membership consists of about 1,600 Fellows in...

Program 2

Meetings: The Academy holds two large programs each year offering the highest quality continuing legal education, exciting member networking opportunities, productive meetings, and camaraderie with...

Program 3

Seminars: The Academy also holds smaller training programs presented by experts in Arbitration, Mediation, Negotiation, Collaborative Law, as well as training offered to Family Law associates...

Seminars: The Academy also holds smaller training programs presented by experts in Arbitration, Mediation, Negotiation, Collaborative Law, as well as training offered to Family Law associates covering topics such as Business Valuations, Taxation, and Trial Preparation issues.

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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 $1,725,667

Program Service Revenue $1,249,992

Investment Income $97,985

Other Revenue $37,378

TOTAL REVENUE $3,111,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,983,398

TOTAL EXPENSES $2,983,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,111,022	$2,503,525	+0.2%
Expenses	$2,983,398	$2,471,858	+0.2%
Net Income	$127,624	$31,667	+3.0%

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

N/A

Volunteers

321

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
Laura C Belleau	President	10.00	Officer Director	$0	$0	$0
Thomas J Sasser	President-Elect	5.00	Officer Director	$0	$0	$0
Scott M Mann	1st Vice President	7.00	Officer Director	$0	$0	$0
Cassandra M Chin	2nd Vice President	3.00	Officer Director	$0	$0	$0
Jason Naimi	2nd Vice President	3.00	Officer Director	$0	$0	$0
Amanda S Trigg	2nd Vice President	3.00	Officer Director	$0	$0	$0
Jim Mueller	2nd Vice President	3.00	Officer Director	$0	$0	$0
Melissa J Avery	Treasurer	3.00	Officer Director	$0	$0	$0
Lisa T Spencer	Secretary	7.00	Officer Director	$0	$0	$0
J Benjamin Stevens	Immediate Past President	7.00	Officer Director	$0	$0	$0
Anita M Ventrelli	Counsel (ex-officio)	2.00	Director	$0	$0	$0
Stacey N Warren	Parliamentarian (ex-officio)	2.00	Director	$0	$0	$0
Elisha D Roy	Bylaws & Policy (ex-officio)	2.00	Director	$0	$0	$0
Dana E Prescott	Director	2.00	Director	$0	$0	$0
Steven N Peskind	Journal Editor (ex-officio)	2.00	Director	$0	$0	$0
Rod Firooyze	Newsletter & Social Media (ex-officio)	2.00	Director	$0	$0	$0
Marlee Honcoop	Interim Executive Director	40.00	Director	$0	$0	$0
Jessica K Drennan	Director	2.00	Director	$0	$0	$0
Lisa C McNorton	Director	2.00	Director	$0	$0	$0
Helen R Davis	Director	2.00	Director	$0	$0	$0
Ronald S Granberg	Director	2.00	Director	$0	$0	$0
Robert C Brandt	Director	2.00	Director	$0	$0	$0
Amie C Martinez	Director	2.00	Director	$0	$0	$0
Todd A Stahly	Director	2.00	Director	$0	$0	$0
Paul T Tusch	Director	2.00	Director	$0	$0	$0
Elisha D Roy	Director	2.00	Director	$0	$0	$0
Katie B Connell	Director	2.00	Director	$0	$0	$0
James Quigley	Director	2.00	Director	$0	$0	$0
Susan S Galamba	Director	2.00	Director	$0	$0	$0
Mark A Ogle	Director	2.00	Director	$0	$0	$0
Deborah L Webb	Director	2.00	Director	$0	$0	$0
Lisa J Graff	Director	2.00	Director	$0	$0	$0
Lori A Buiteweg	Director	2.00	Director	$0	$0	$0
Samantha J Gemberling	Director	2.00	Director	$0	$0	$0
Susan S Jensen	Director	2.00	Director	$0	$0	$0
Patricia Kuendig	Director	2.00	Director	$0	$0	$0
Roberta S Batley	Director	2.00	Director	$0	$0	$0
Katherine L Provost	Director	2.00	Director	$0	$0	$0
Carolyn N Daly	Director	2.00	Director	$0	$0	$0
Eric I Wrubel	Director	2.00	Director	$0	$0	$0
Nancy L Grace	Director	2.00	Director	$0	$0	$0
Stephen Prignano	Director	2.00	Director	$0	$0	$0
J Benjamin Stevens	Director	2.00	Director	$0	$0	$0
Julia L Leveridge	Director	2.00	Director	$0	$0	$0
Richard A Wagner II	Director	2.00	Director	$0	$0	$0
Kimberly A Quach	Director	2.00	Director	$0	$0	$0
Julia L Swain	Director	2.00	Director	$0	$0	$0
Sandra R Parise	Director	2.00	Director	$0	$0	$0
Rebecca Byrd	Director	2.00	Director	$0	$0	$0
Charlie Hodges	Director	2.00	Director	$0	$0	$0
Ronique Robinson	Director	2.00	Director	$0	$0	$0
Daniel L Gray	Director	2.00	Director	$0	$0	$0
David Hazel	Director	2.00	Director	$0	$0	$0
Lyne Ranson	Director	2.00	Director	$0	$0	$0
Donna Ginzl	Director	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	$3,111,022	$2,983,398	$4,066,824	$127,624
2023	$2,503,525	$2,471,858	$3,595,329	$31,667
2022	$2,413,970	$2,429,904	$3,125,486	$-15,934
2021	$2,165,636	$1,826,269	$3,066,437	$339,367
2020	$1,623,427	$1,287,980	$2,791,576	$335,447
2019	$2,542,487	$2,300,168	$2,469,617	$242,319
2018	$2,664,636	$2,903,681	$1,985,493	$-239,045

American Academy of Matrimonial Lawyers