ASSOCIATION OF DEFENSE TRIAL ATTORNEYS

EIN: 426073863

CHICAGO, IL

Total Revenue
$720,848
Total Expenses
$773,020
Total Assets
$247,246
Net Assets
$246,222
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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
1960
Legal Domicile
IL
Phone
3125510111
Tax Period
2023-01-01 to 2023-12-31

ASSOCIATION OF DEFENSE TRIAL ATTORNEYS, founded in 1960, is a small nonprofit that reported $721K in total revenue in fiscal year 2023.

Mission

Continuing legal education on matters of legal liability, claims against individuals, companies, non-profits, and governmental entities, both insured and self-insured. Annual meeting and periodic webinars for training and continuing legal education.

Program Service Accomplishments

Program 1

Conduct meetings to provide opportunities for civil defense trial attorneys to associate with similarly qualified trial attorneys for professional, social and educational purposes, and to identify...

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Conduct meetings to provide opportunities for civil defense trial attorneys to associate with similarly qualified trial attorneys for professional, social and educational purposes, and to identify successful defense trial attorneys who become skilled in the jury trial as a strong defense to lawsuits and other forms of liability.

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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 (2023)

Revenue Breakdown

Contributions & Grants $230,978
Program Service Revenue $463,890
Investment Income $25,980
Other Revenue $0
TOTAL REVENUE $720,848

Expense Breakdown

Grants Paid $0
Salaries & Benefits $104,125
Fundraising Expenses $5,206
Other Expenses $668,895
TOTAL EXPENSES $773,020

Year-over-Year Comparison

2023 2022 Change
Revenue $720,848 $743,226 0.0%
Expenses $773,020 $717,527 +0.1%
Net Income $-52,172 $25,699 -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

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Governance

Voting Members
16
Independent Members
15
Employees
N/A
Volunteers
50

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
6
$0
Total Directors
16
$104,125
Key Employees
1
$104,125
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Peggy L Schultz Executive Director 40.00
Director Key Emp
$0 $0 $104,125
James P Craig Past President 0.00
Officer Director
$0 $0 $0
Dyan J Ebert President 0.00
Officer Director
$0 $0 $0
Amanda M Cialkowski President Elect 0.00
Officer Director
$0 $0 $0
A Johnston Cox Vice President 0.00
Officer Director
$0 $0 $0
Ronald Austin Jr Treasurer 0.00
Officer Director
$0 $0 $0
R Bruce Barze Jr Secretary 0.00
Officer Director
$0 $0 $0
Edwin E Wallis III Executive Council Member 0.00
Director
$0 $0 $0
Natalie Leon Executive Council Member 0.00
Director
$0 $0 $0
Laura Beasley Executive Council Member 0.00
Director
$0 $0 $0
David C Holler Executive Council Member 0.00
Director
$0 $0 $0
Steve Dix Executive Council Member 0.00
Director
$0 $0 $0
Heather Mills Executive Council Member 0.00
Director
$0 $0 $0
Kelly Brilleaux Executive Council Member 0.00
Director
$0 $0 $0
David Lauritzen Executive Council Member 0.00
Director
$0 $0 $0
Bharat Varadachari Executive Council Member 0.00
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 No data No data No data No data
2023 $720,848 $773,020 $247,246 $-52,172
2022 $743,226 $717,527 $300,154 $25,699
2021 $592,670 $673,615 $273,237 $-80,945
2020 $235,201 $171,051 $353,704 $64,150
2019 $641,810 $571,924 $289,659 $69,886
2018 $770,415 $816,739 $222,365 $-46,324
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