SAN ANTONIO TRIAL LAWYERS ASSOCIAT… - 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

1967

Legal Domicile

Principal Officer

LARA BROCK

Phone

2102248852

Tax Period

2023-01-01 to 2023-12-31

SAN ANTONIO TRIAL LAWYERS ASSOCIATION, founded in 1967, is a small nonprofit that reported $469K in total revenue in fiscal year 2023. Revenue surged 165% from the prior year, signaling strong growth momentum.

Mission

CONTINUING LEGAL EDUCATION AND SUPPORT.

Program Service Accomplishments

Program 1

TO PROMOTE THE PUBLIC'S RIGHT OF UNRESTRICTED ACCESS TO THE COURTS AND JURY SYSTEM AND EDUCATE THE COMMUNITY ABOUT THE VITAL ROLE OF TRIAL LAWYERS.

Program 2

TO FACILITATE THE EXCHANGE OF KNOWLEDGE AND RESOURCES AMONG TRIAL LAWYERS AND ASSIST THEM IN ACHIEVING OUR COMMON GOALS.

Program 3

TO INFORM OUR COMMUNITY ABOUT THREATS TO THE JUSTICE SYSTEM AND AND RESPOND TO PUBLIC ATTACKS THAT THREATEN THE JUSTICE SYSTEM.

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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 $0

Program Service Revenue $466,593

Investment Income $1,796

Other Revenue $260

TOTAL REVENUE $468,649

Expense Breakdown

Grants Paid $83,191

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $385,119

TOTAL EXPENSES $468,310

Year-over-Year Comparison

	2023	2022	Change
Revenue	$468,649	$176,879	+1.6%
Expenses	$468,310	$74,001	+5.3%
Net Income	$339	$102,878	-1.0%

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

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
OSCAR GARZA	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JUSTIN HILL	PRESIDENT	3.00	Officer Director	$0	$0	$0
JAVIER HERRERA	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
STEVEN SACHS	SECRETARY	1.00	Officer Director	$0	$0	$0
LARA BROCK	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN MICKEY JOHNSON	VP OF COMMUNICATIONS	2.00	Officer Director	$0	$0	$0
LARRY BRUNER	VP OF MEMBERSHIP	2.00	Officer Director	$0	$0	$0
WILL CLARK	VP OF PUBLIC AFFAIRS	2.00	Officer Director	$0	$0	$0
TONY GARZA-VALE	VP OF MONTHLY LEGAL EDUCATION	2.00	Officer Director	$0	$0	$0
HOLLY FUDGE-STOKES	VP OF CONTINUING LEGAL EDUCATION	2.00	Officer Director	$0	$0	$0
STEVEN LOPEZ	VP OF JUDICIAL RELATIONS	2.00	Officer Director	$0	$0	$0
JACOB ALFORD	VP OF FINANCE	2.00	Officer Director	$0	$0	$0
HELLA SCHEUERMAN	VP OF COMMUNITY OUTREACH	1.00	Officer Director	$0	$0	$0
NADINE RODRIGUEZ	PLACE 1	1.00	Director	$0	$0	$0
ROBERT CHRIS MAZZOLA	PLACE 2	1.00	Director	$0	$0	$0
DANNICK VILLASENOR-HERNANDEZ	PLACE 3	1.00	Director	$0	$0	$0
CONNOR COLEMERE	PLACE 4	1.00	Director	$0	$0	$0
NELSON SKINNER	PLACE 5	1.00	Director	$0	$0	$0
MARK ACUNA	PLACE 6	1.00	Director	$0	$0	$0
LESLIE RODRIGUEZ	PLACE 7	1.00	Director	$0	$0	$0
AVERIE MALDONADO	PLACE 8	1.00	Director	$0	$0	$0
DARRELL STEWART	PLACE 9	1.00	Director	$0	$0	$0
EDNA ELIZONDO	PLACE 10	1.00	Director	$0	$0	$0
TIM MALONEY	PLACE 11	1.00	Director	$0	$0	$0
RYAN ORSATTI	PLACE 12	1.00	Director	$0	$0	$0
CYNTHIA DE SANTIAGO	PLACE 13	1.00	Director	$0	$0	$0
JOHN AUBRY JA DAVIS	PLACE 14	1.00	Director	$0	$0	$0
BRIAN STEWARD	PLACE 15	1.00	Director	$0	$0	$0
KACIE STARR	PLACE 16	1.00	Director	$0	$0	$0
JORGE HERRERA	PLACE 17	1.00	Director	$0	$0	$0
PHILIP PEREZ	PLACE 18	1.00	Director	$0	$0	$0
JARRYD MORTON	PLACE 19	1.00	Director	$0	$0	$0
SARANEIL STRIBLING	PLACE 20	1.00	Director	$0	$0	$0
R CRAIG BETTIS	PLACE 21	1.00	Director	$0	$0	$0
ROSS EVANS	PLACE 22	1.00	Director	$0	$0	$0
AMANDA HAZLETON	PLACE 23	1.00	Director	$0	$0	$0
SEAN LUCHNICK	PLACE 24	1.00	Director	$0	$0	$0
MARIA HERRERA VELAZQUEZ	EXECUTIVE DIRECTOR	40.00	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
2024	No data	No data	No data	No data
2023	$468,649	$468,310	$318,147	$339
2022	$176,879	$74,001	$317,808	$102,878
2020	$151,984	$104,263	$212,100	$47,721
2019	$113,849	$117,952	$164,379	$-4,103
2018	$146,147	$98,790	$168,482	$47,357

SAN ANTONIO TRIAL LAWYERS ASSOCIATION