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

1968

Legal Domicile

Principal Officer

MICHELE BISSADA

Phone

4154859290

Tax Period

2023-01-01 to 2023-12-31

AMERICAN ACADEMY OF MATRIMONIAL LAWYERS NORTHERN CALIFORNIA CHAPTER, founded in 1968, is a small nonprofit that reported $531K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $458K left a modest 14% surplus.

Mission

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

Program Service Accomplishments

Program 1

CONTINUING EDUCATION: THE ACADEMY HAS ACHIEVED NATIONAL RECOGNITION BY PIONEERING IN-DEPTH STUDIES OF SUCH ISSUES AS CHILD CUSTODY, TAXATION, ESTATE PLANNING, PROPERTY VALUATION WITH A DEGREE OF...

CONTINUING EDUCATION: THE ACADEMY HAS ACHIEVED NATIONAL RECOGNITION BY PIONEERING IN-DEPTH STUDIES OF SUCH ISSUES AS CHILD CUSTODY, TAXATION, ESTATE PLANNING, PROPERTY VALUATION WITH A DEGREE OF SOPHISITCATION THAT IS SELDOM AVAILABLE TO THE OCCASIONAL FAMILY LAW PRACTITIONER. THROUGH IN-DEPTH PROGRAMS, THE ACADEMY HAS DEVELOPED THE MOST EFFECTIVE PROCEDURES FOR RESOLVING CUSTODY, SUPPORT AND ENFORCEMENT MATTERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $106,125

Program Service Revenue $422,850

Investment Income $1,877

Other Revenue $0

TOTAL REVENUE $530,852

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $33,482

Fundraising Expenses $0

Other Expenses $408,823

TOTAL EXPENSES $458,305

Year-over-Year Comparison

	2023	2022	Change
Revenue	$530,852	$440,238	+0.2%
Expenses	$458,305	$309,145	+0.5%
Net Income	$72,547	$131,093	-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
ANDREA PALASH	MANAGER	1.00	Director	$0	$0	$0
YASMINE MEHMET	MANAGER	1.00	Director	$0	$0	$0
BRANDON BLEVANS	MANAGER	1.00	Director	$0	$0	$0
GRECHEN RUBEL	MANAGER	1.00	Director	$0	$0	$0
RENEE ROSS	PRESIDENT	4.00	Officer	$0	$0	$0
MICHELE BISSADA	IMMEDIATE PAST PRESIDENT	4.00	Officer	$0	$0	$0
VICTORIA LEWIS	TREASURER	4.00	Officer	$0	$0	$0
KELLY SHINDELL DELACEY	SECRETARY	4.00	Officer	$0	$0	$0
ROMY TAUBMAN	PRESIDENT ELECT	4.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$530,852	$458,305	$503,021	$72,547
2022	$440,238	$309,145	$430,432	$131,093
2021	$171,946	$171,332	$299,338	$614
2020	$283,326	$176,342	$298,724	$106,984
2019	$493,932	$380,503	$191,741	$113,429
2018	$375,112	$418,378	$78,312	$-43,266

AMERICAN ACADEMY OF MATRIMONIAL LAWYERS NORTHERN CALIFORNIA CHAPTER