Legal Aid Society of Palm Beach County Inc (EIN 596046994) - Form 990 Financial Analysis & Trantor Score

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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

1970

Legal Domicile

Principal Officer

Robert Bertisch

Phone

5616558944

Tax Period

2023-10-01 to 2024-09-30

Legal Aid Society of Palm Beach County Inc, founded in 1970, is a mid-sized nonprofit that reported $14.6M in total revenue in fiscal year 2023.

Mission

To provide high quality civil legal advice, representation, and (continues on Schedule O) education free of charge to the most vulnerable and at-risk children, families, elders, veterans and individuals in Palm Beach County so as to protect their personal safety, enhance their opportunities and living conditions, and promote self-sufficiency.

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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 $14,166,378

Program Service Revenue $207,918

Investment Income $309,546

Other Revenue $-81,891

TOTAL REVENUE $14,601,951

Expense Breakdown

Grants Paid $170,216

Salaries & Benefits $12,232,715

Fundraising Expenses $449,842

Program Expenses $12,717,618

Other Expenses $1,933,800

TOTAL EXPENSES $14,336,731

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,601,951	$13,644,159	+0.1%
Expenses	$14,336,731	$12,626,762	+0.1%
Net Income	$265,220	$1,017,397	-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

173

Volunteers

502

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

$321,945

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle R Suskauer Esq	President	7.00	Officer Director	$0	$0	$0
Lawrence P Rochefort Esq	First Vice President	12.00	Officer Director	$0	$0	$0
Robert H Friedman Esq	Second Vice President	16.00	Officer Director	$0	$0	$0
Scott C Murray Esq	Secretary	10.00	Officer Director	$0	$0	$0
Jerald S Beer Esq	Treasurer	17.00	Officer Director	$0	$0	$0
Miriam Acosta-Castriz Esq	Immediate Past President,	2.00	Director	$0	$0	$0
Robert M W Shalhoub Esq	Chairperson-Board of Trust	12.00	Director	$0	$0	$0
David P Ackerman Esq	Member-Board of Trustees	2.00	Director	$0	$0	$0
Claire Arnold	Member-Board of Trustees	2.00	Director	$0	$0	$0
F Gregory Barnhart Esq	Member-Board of Trustees	2.00	Director	$0	$0	$0
Jeffery A Devore Esq	Member-Board of Trustees	2.00	Director	$0	$0	$0
Mariano Garcia Esq	Member-Board of Trustees	2.00	Director	$0	$0	$0
Garry Glickman Esq	Member-Board of Trustees	2.00	Director	$0	$0	$0
Jane Kreusler-Walsh Esq	Member-Board of Trustees	2.00	Director	$0	$0	$0
Richard Lubin Esq	Member-Board of Trustees	2.00	Director	$0	$0	$0
Rafael J Roca Esq	Member-Board of Trustees	2.00	Director	$0	$0	$0
Grasford W Smith Esq	Member-Board of Trustees	2.00	Director	$0	$0	$0
Gary Woodfield Esq	Member-Board of Trustees	2.00	Director	$0	$0	$0
Leslie Artsis Adams	Member	8.00	Director	$0	$0	$0
Daniel Armas Esq	Member	8.00	Director	$0	$0	$0
Nelson E Baez Esq	Member	8.00	Director	$0	$0	$0
Abigail Beebe Esq	Member	8.00	Director	$0	$0	$0
Richard M Benrubi Esq	Member	8.00	Director	$0	$0	$0
Bridget A Berry Esq	Member	8.00	Director	$0	$0	$0
Robin Bresky Esq	Member	8.00	Director	$0	$0	$0
Carla Tharp Brown	Member	8.00	Director	$0	$0	$0
Alan M Burger Esq	Member	8.00	Director	$0	$0	$0
Vincent F Cuomo	Member	8.00	Director	$0	$0	$0
Amy Devore	Member	8.00	Director	$0	$0	$0
Howard D DuBosar Esq	Member	8.00	Director	$0	$0	$0
Karis Engle MS	Member	8.00	Director	$0	$0	$0
Dwinette J Feemster Esq	Member	8.00	Director	$0	$0	$0
Richard D Greenfield	Member	8.00	Director	$0	$0	$0
Jack P Hill Esq	Member	8.00	Director	$0	$0	$0
Denise Rappaport Isaacs Esq	Member	8.00	Director	$0	$0	$0
Wilnar J Julmiste Esq	Member	8.00	Director	$0	$0	$0
W Hampton Keen Esq	Member	8.00	Director	$0	$0	$0
Tama B Kudman Esq	Member	8.00	Director	$0	$0	$0
Nancy Albano Lambrecht	Member	8.00	Director	$0	$0	$0
Gary S Lesser Esq	Member	8.00	Director	$0	$0	$0
Daniel Lustig Esq	Member	8.00	Director	$0	$0	$0
James Grier Pressly III Esq	Member	8.00	Director	$0	$0	$0
Heather L Ries Esq	Member	8.00	Director	$0	$0	$0
Lawrence P Rochefort Esq	Member	8.00	Director	$0	$0	$0
Peter A Sachs Esq	Member	8.00	Director	$0	$0	$0
Matthew Sackel Esq	Member	8.00	Director	$0	$0	$0
Robert M W Shalhoub Esq	Member	8.00	Director	$0	$0	$0
Michelle R Suskauer Esq	Member	8.00	Director	$0	$0	$0
Rebecca Mercier Vargas Esq	Member	8.00	Director	$0	$0	$0
Matthew Zimmerman Esq	Member	8.00	Director	$0	$0	$0
Robert Bertisch Esq	Executive Director	40.00	Officer	$161,172	$17,299	$178,471
Michael Spillane	Dir. of Finance & Admin.	40.00	Officer	$127,474	$16,000	$143,474
James Walsh Esq	Supervising Attorney	40.00	Highest	$112,509	$15,936	$128,445
John Walsh Esq	Supervising Attorney	40.00	Highest	$130,585	$21,857	$152,442
Dana Brookes Wooley	Dir. Of Philanthropy	40.00	Highest	$115,220	$14,685	$129,905
Ross Baer Esq	Supervising Attorney	40.00	Highest	$114,350	$15,799	$130,149
Rena Taylor	Attorney	40.00	Highest	$105,964	$14,646	$120,610

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	$14,601,951	$14,336,731	$14,141,855	$265,220
2023	$13,644,159	$12,626,762	$12,541,658	$1,017,397
2022	$12,798,538	$12,618,901	$9,373,592	$179,637
2021	$13,698,474	$12,278,612	$9,043,816	$1,419,862
2020	$10,188,872	$10,675,669	$8,336,899	$-486,797
2019	$10,315,557	$9,857,570	$7,136,340	$457,987
2018	$9,714,102	$9,458,111	$6,581,831	$255,991

Legal Aid Society of Palm Beach County Inc