HOME SCHOOL LEGAL DEFENSE ASSOCIATION (EIN 521354365) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

JAMES R MASON

Phone

5403385600

Tax Period

2024-04-01 to 2025-03-31

HOME SCHOOL LEGAL DEFENSE ASSOCIATION, founded in 1994, is a mid-sized nonprofit that reported $16.3M in total revenue in fiscal year 2020. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $15.5M left a modest 5% surplus.

Mission

HSLDA defends and advances the constitutional rights of parents to direct the education of their children and to protect family freedoms.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,598,960

Program Service Revenue $360,218

Investment Income $106,591

Other Revenue $474,999

TOTAL REVENUE $16,540,768

Expense Breakdown

Grants Paid $1,148,849

Salaries & Benefits $9,690,994

Fundraising Expenses $489,325

Program Expenses $14,130,800

Other Expenses $5,137,048

TOTAL EXPENSES $15,976,891

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,540,768	$17,028,509	0.0%
Expenses	$15,976,891	$16,701,498	0.0%
Net Income	$563,877	$327,011	+0.7%

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

132

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

$1,091,336

Total Directors

$389,571

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James R Mason	President and Director	37.00	Officer Director	$307,679	$46,204	$353,883
Michael Farris	Chairman	1.00	Officer Director	$0	$0	$0
Aaron Fessler	Treasurer	1.00	Officer Director	$0	$0	$0
Joseph Bailey	Secretary	1.00	Officer Director	$0	$0	$0
Abraham Hamilton III	Director	1.00	Director	$0	$0	$0
Heidi St John	Director	1.00	Director	$0	$0	$0
Rodger Sayre	Director	1.00	Director	$0	$0	$0
J Michael Smith	President Emeritus Director	9.00	Director	$35,688	$0	$35,688
Charles Hurst	VP of Administration	38.00	Officer	$218,560	$33,770	$252,330
Steven Oberlander	VP Finance and Technology	32.00	Officer	$216,848	$34,816	$251,664
Suzanne Stephens	VP of Communications and Marketing	38.00	Officer	$208,424	$25,035	$233,459
Scott Woodruff	Director of Legal and Legislative Advocacy	39.00	Highest	$205,701	$32,667	$238,368
Kevin Boden	Director of Global Outreach	39.00	Highest	$170,807	$34,591	$205,398
Darren Jones	Senior Counsel and Director of Group Services	39.00	Highest	$164,619	$34,152	$198,771
Thomas Schmidt	Senior Counsel	39.00	Highest	$162,446	$35,081	$197,527
Peter Kamakawiwoole	Director of Litigation	39.00	Highest	$160,177	$34,741	$194,918

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	$16,540,768	$15,976,891	$5,968,309	$563,877
2024	$17,028,509	$16,701,498	$6,438,785	$327,011
2023	$18,020,149	$20,103,172	$7,915,813	$-2,083,023
2022	$19,231,027	$19,092,923	$7,987,788	$138,104
2021	$16,330,280	$15,508,815	$7,660,982	$821,465

HOME SCHOOL LEGAL DEFENSE ASSOCIATION