ACADEMY OF FLORIDA ELDER LAW ATTOR… - 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

1993

Legal Domicile

Principal Officer

DAVID JACOBY

Phone

8502968089

Tax Period

2023-01-01 to 2023-12-31

ACADEMY OF FLORIDA ELDER LAW ATTORNEYS, founded in 1993, is a small nonprofit in the Community Improvement sector that reported $236K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $60K, a strong 25% operating margin.

Mission

THE ACADEMY OF FLORIDA ELDER LAW ATTORNEYS IS THE PRE-EMINENT ORGANIZATION OF FLORIDA ELDER LAW ATTORNEYS PROVIDING ADVOCACY, EDUCATION AND ACTION ON BEHALF OF SENIORS AND PEOPLE WITH DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $119,714 Revenue: $157,209

THE ACADEMY HOLDS TWO ANNUAL SEMINARS: THE MID YEAR UNPROGRAM AND DECEMBER UNPROGRAM. BOTH EVENTS SERVE TO PROVIDE CONTINUING EDUCATION IN A FACILITATED LEARNING ENVIRONMENT. THE MID YEAR UNPROGRAM IS HELD ON ONE DAY IN MAY AND SERVES AS AN INTERMEDIATE COURSE. THE DECEMBER UNPROGRAM, HELD OVER TWO DAYS, PROVIDES TWO LEVELS OF CONTINUING LEGAL EDUCATION (BASIC/INTERMEDIATE AND ADVANCED) FOR ATTORNEYS (MEMBERS AND NON-MEMBERS). AFELA ALSO HOLDS WEBINARS, SCHEDULED THROUGHOUT THE YEAR, THAT ARE NARROWED TO A SPECIFIC TOPIC. THE WEBINARS ARE 75 MINUTES IN LENGTH AND ARE HELD ONLINE.

Program 2

Expenses: $706

THE ACADEMY'S CONTRACTED LEGAL, MEDIA, AND LEGISLATIVE CONSULTANTS WORK AT THE DIRECTION OF THE ACADEMY'S BOARD OF DIRECTORS. LEGAL, MEDIA, AND LEGISLATIVE COUNSEL MONITOR ACTIVITIES OF THE ELECTED STATE LAWMAKERS IN THE ANNUAL LEGISLATIVE SESSION, DEPARTMENT OF CHILDREN AND FAMILIES, DEPARTMENT OF ELDER AFFAIRS, AND VARIOUS RULE MAKING COMMITTEES. ALL SUCH MONITORING ACTIVITIES SERVE TO HELP THE ACADEMY'S ELECTED VOLUNTEER LEADERS TO BETTER SERVE THE MEMBERS-AT-LARGE AND THE GENERAL PUBLIC BY ENSURING ADVOCACY FROM ELDER LAW ATTORNEYS ABOUT ELDER AFFAIRS. THE MEDIA RELATIONS CONSULTANT ALSO HELPS ACADEMY MEMBERS WITH LOCAL ADVOCACY VIA PROPER MEDIA OUTLETS AND SPREADING WORK ABOUT FLORIDA'S ANNUAL "ELDER LAW MONTH" PER THE GOVERNOR'S PROCLAMATION.

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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 $79,207

Program Service Revenue $157,209

Investment Income $7

Other Revenue $0

TOTAL REVENUE $236,423

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,420

Other Expenses $176,398

TOTAL EXPENSES $176,398

Year-over-Year Comparison

	2023	2022	Change
Revenue	$236,423	$218,114	+0.1%
Expenses	$176,398	$193,730	-0.1%
Net Income	$60,025	$24,384	+1.5%

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

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
JENNIFER AKIN	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON ARKIN	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY EHRHARDT	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE FALLER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID JACOBY	PRESIDENT	5.00	Officer Director	$0	$0	$0
MIKE JORGENSEN	IMMEDIATE PA	2.00	Officer Director	$0	$0	$0
HEATHER KIRSON	DIRECTOR	1.00	Director	$0	$0	$0
KOLE LONG	SECRETARY	3.00	Officer Director	$0	$0	$0
AMY MCGARRY	DIRECTOR	1.00	Director	$0	$0	$0
JASON NEUFELD	TREASURER	3.00	Officer Director	$0	$0	$0
MATT RHEINGANS	DIRECTOR	1.00	Director	$0	$0	$0
COLLETT SMALL	PRESIDENT EL	3.00	Officer Director	$0	$0	$0
GRADY WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DIANA ZOLNER	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$236,423	$176,398	$386,972	$60,025
2022	$218,114	$193,730	$308,254	$24,384
2021	$282,314	$210,124	$280,632	$72,190
2020	$156,861	$165,011	$208,442	$-8,150
2019	$188,117	$218,390	$216,592	$-30,273
2018	$188,298	$216,054	$246,865	$-27,756

ACADEMY OF FLORIDA ELDER LAW ATTORNEYS