VIRGINIA TRIAL LAWYERS ASSOCIATION

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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

1977

Legal Domicile

Principal Officer

VALERIE O'BRIEN

Phone

8043431143

Tax Period

2025-01-01 to 2025-12-31

VIRGINIA TRIAL LAWYERS ASSOCIATION, founded in 1977, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2025. Expenses of $1.9M left a modest 10% surplus.

Mission

VIRGINIA TRIAL LAWYERS ASSOCIATION'S PRIMARY PURPOSES ARE TO FOSTER CONTINUING LEGAL EDUCATION AND TO PROMOTE AND INCREASE THE TRIAL AND APPELLATE SKILLS AND KNOWLEDGE OF THE MEMBERS OF THE BAR OF THE COMMONWEALTH OF VIRGINIA THROUGH THE MEANS OF SEMINARS, MEETINGS AND COOPERATION WITH EDUCATIONAL INSTITUTIONS AND ASSOCIATIONS.

Program Service Accomplishments

Program 1

SPONSORSHIP OF LAW SEMINARS AND ANNUAL CONVENTION. THE ASSOCIATION SPONSORS EDUCATIONAL EVENTS EACH YEAR TO KEEP MEMBERS INFORMED OF CURRENT PRACTICES

Program 2

NEWSLETTERS ARE PUBLISHED FOR MEMBERS TO KEEP THEM INFORMED OF CURRENT LEGAL TRENDS AND EVENTS.

Program 3

GOVERNMENT AFFAIRS THE ASSOCIATION CONDUCTS LEGISLATIVE RESEARCH AND DISTRIBUTES INFORMATION TO MEMBERS ON CURRENT LEGISLATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $678,389

Program Service Revenue $1,262,958

Investment Income $124,668

Other Revenue $73,166

TOTAL REVENUE $2,139,181

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,055,679

Fundraising Expenses $0

Other Expenses $869,743

TOTAL EXPENSES $1,925,422

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,139,181	$2,198,767	0.0%
Expenses	$1,925,422	$2,002,423	0.0%
Net Income	$213,759	$196,344	+0.1%

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

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

$242,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE O'BRIEN	EXECUTIVE DIRECTOR/SECRETA	40.00	Director	$242,500	$0	$242,500
PAUL HERNANDEZ	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
DERRICK WALKER	PRESIDENT	0.50	Officer Director	$0	$0	$0
MELISSA RAY	PRESIDENT - ELECT	0.50	Officer Director	$0	$0	$0
BRODY REID	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JULIE GEROCK	TREASURER	0.50	Officer Director	$0	$0	$0
ERIN JEWELL	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
AMY GRIGGS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
LES BOWERS	PARLIAMENTARIAN	0.50	Director	$0	$0	$0
KEVIN MARTINGAYLE	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JAMES ABRENIO	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
HOWARD ACKERMAN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
BROOKE ALEXANDER	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
EMMET ALEXANDER	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
CASEY ARIALL	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
KEVIN BINIAZAN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
AMY BRADLEY	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
ROBERT BYRNE	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JOSEPH CANTOR	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
DANIEL CRANDALL	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
ROGER CREAGER	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
MARK CUMMINGS	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
LAUREN DAVIS	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
CHRISTINA DIMEO	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
MARK DIX	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
MELLISSA DRAGONE	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
LAUREN ELLERMAN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
MATTHEW FOSTER	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
STEVEN FRIEDMAN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
THOMAS HENDELL	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JAN HOEN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
MICHAEL HOLLINGSWORTH	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
BIELLE HUNT	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
DAVID IRVINE	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
THOMAS JOHNSON	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
D KENT	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
DANIELLE KENT	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
KARL LA FRATTA	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
ADAM LOTKIN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
ANDREW LUCCHETTI	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
DONALD MARCARI	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
DAVID MARKS	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
KELLY MARTIN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JOEL MCCLELLAN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
KYLE MCNEW	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
CHAD MOONEY	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
CHARLENE MORRING	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
BRENDA PAGE	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JONATHAN PETTY	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
MICHAEL PHELAN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
ROBERT REED	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
W RILEY	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
MICHAEL RITCHIE	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
WILLIAM ROBINS	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
DANIEL SAVAGE	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
SHERRY SCOTT	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
GOBIND SETHI	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
RICHARD SHAPIRO	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JUSTIN SHELDON	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JOHN SIEGNER	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
SAMANTHA SLEDD	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
HELEN VU	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
RYAN WALKER	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
WALLACE WASON	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JOHN WEBB	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JONATHAN WREN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JOEL YOUNG	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
BRADFORD GOODWIN	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
TASHINA GORGONE	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
ANTHONY GREENE	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
STEPHEN HARPER	BOARD OF GOVERNORS	0.50	Director	$0	$0	$0
JOANNA SUYES	IMMEDATE PAST PRESIDENT	0.50	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
2025	$2,139,181	$1,925,422	$5,571,118	$213,759
2024	$2,198,767	$2,002,423	$4,985,643	$196,344
2023	$2,036,617	$1,816,859	$4,600,749	$219,758
2022	$2,130,067	$1,797,243	$4,264,099	$332,824
2021	$1,961,016	$1,513,239	$3,701,027	$447,777
2020	$1,689,825	$1,630,164	$3,279,663	$59,661
2019	$1,837,488	$1,624,934	$3,008,196	$212,554
2018	$1,763,343	$1,510,463	$2,681,452	$252,880