TEXAS ASSOCIATION OF DEFENSE COUNSEL (EIN 742714466) - 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

1960

Legal Domicile

Principal Officer

BOBBY L WALDEN

Phone

5124765225

Tax Period

2025-01-01 to 2025-12-31

TEXAS ASSOCIATION OF DEFENSE COUNSEL, founded in 1960, is a small nonprofit in the Community Improvement sector that reported $719K in total revenue in fiscal year 2025. Expenses of $616K left a modest 14% surplus.

Mission

TO PROMOTE EDUCATION, DEVELOPMENT AND IMPROVEMENT OF THE CIVIL TRIAL ATTORNEY PROFESSION.

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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 $317,178

Program Service Revenue $353,345

Investment Income $48,598

Other Revenue $0

TOTAL REVENUE $719,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $211,946

Fundraising Expenses $0

Other Expenses $403,710

TOTAL EXPENSES $615,656

Year-over-Year Comparison

	2025	2024	Change
Revenue	$719,121	$714,393	+0.0%
Expenses	$615,656	$677,076	-0.1%
Net Income	$103,465	$37,317	+1.8%

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

Key Employees

$200,112

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOBBY L WALDEN	EXECUTIVE DI	40.00	Key Emp	$165,000	$35,112	$200,112
RUSSELL R SMITH	PRESIDENT	N/A	Officer Director	$0	$0	$0
DARIN L BROOKS	PRESIDENT EL	N/A	Officer Director	$0	$0	$0
DANIEL H HERNANDEZ SR	EXEC. VICE P	N/A	Officer Director	$0	$0	$0
ARLENE C MATTHEWS	TREASURER	N/A	Officer Director	$0	$0	$0
BERNABE G SANDOVAL III	SECRETARY	N/A	Officer Director	$0	$0	$0
MICHAEL J SHIPMAN	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
MARK E STRADLEY	PROGRAMS VP	N/A	Director	$0	$0	$0
KRISTI L KAUTZ	PROGRAMS VP	N/A	Director	$0	$0	$0
RICHARD B PHILLIPS JR	LEGISLATIVE	N/A	Director	$0	$0	$0
JAMES H HUNTER JR	LEGISLATIVE	N/A	Director	$0	$0	$0
DAVID L BRENNER	PUBLICATIONS	N/A	Director	$0	$0	$0
MICHAEL A GOLEMI	PUBLICATIONS	N/A	Director	$0	$0	$0
VICTOR V VICINAIZ	MEMBERSHIP V	N/A	Director	$0	$0	$0
JENNIE C KNAPP	MEMBERSHIP V	N/A	Director	$0	$0	$0
J MITCHELL SMITH	EAST TEXAS V	N/A	Director	$0	$0	$0
ELIZABETH S CANTU	CC/VALLEY VP	N/A	Director	$0	$0	$0
BRANDON COONY	SAN ANTONIO	N/A	Director	$0	$0	$0
RACHEL C MORENO	WEST TEXAS V	N/A	Director	$0	$0	$0
G ROBERT SONNIER	AUSTIN/CENTR	N/A	Director	$0	$0	$0
STEPHEN B EDMUNDSON	HOUSTON/GALV	N/A	Director	$0	$0	$0
GREG P BLAIES	FT WORTH/NOR	N/A	Director	$0	$0	$0
AMY M STEWART	DALLAS AREA	N/A	Director	$0	$0	$0
JOSH THANE	DISTRICT 1 D	N/A	Director	$0	$0	$0
WARREN B WISE	DISTRICT 2 D	N/A	Director	$0	$0	$0
ELIOTT V NIXON	DISTRICT 3 D	N/A	Director	$0	$0	$0
SEAN B SWORDS	DISTRICT 4 D	N/A	Director	$0	$0	$0
CATHY F BAILEY	DISTRICT 5 D	N/A	Director	$0	$0	$0
MIKE H BASSETT	DISTRICT 6 D	N/A	Director	$0	$0	$0
KURT G PAXSON	DISTRICT 7 D	N/A	Director	$0	$0	$0
MARK S LOGSDON	DISTRICT 8 D	N/A	Director	$0	$0	$0
ROBERT E BOOTH	DISTRICT 9 D	N/A	Director	$0	$0	$0
SARAH A NICOLAS	DISTRICT 10	N/A	Director	$0	$0	$0
NEAL E PIRKLE	DISTRICT 11	N/A	Director	$0	$0	$0
BRITTANI W ROLLEN	DISTRICT 12	N/A	Director	$0	$0	$0
JOSHUA D ROSS	DISTRICT 13	N/A	Director	$0	$0	$0
CATRINA L GUERRERO	DISTRICT 14	N/A	Director	$0	$0	$0
MELISSA OSIO MARTINEZ	DISTRICT 15	N/A	Director	$0	$0	$0
DAVID W LAURITZEN	DISTRICT 16	N/A	Director	$0	$0	$0
GREGORY D PEREZ	DISTRICT 17	N/A	Director	$0	$0	$0
TYLER HENKEL	DISTRICT 18	N/A	Director	$0	$0	$0
MARY KATE RAFFETTO	DISTRICT 19	N/A	Director	$0	$0	$0
EARL L INGLE	DISTRICT 20	N/A	Director	$0	$0	$0
KELLY B LEA	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM T THORNE	DIRECTOR	N/A	Director	$0	$0	$0
BRENT A BISHOP	DIRECTOR	N/A	Director	$0	$0	$0
MILES R NELSON	DIRECTOR	N/A	Director	$0	$0	$0
KATHERINE M WILLIS	DIRECTOR	N/A	Director	$0	$0	$0
KENDYL T HANKS	DIRECTOR	N/A	Director	$0	$0	$0
JAKE MCCLELLAN	YOUNG LAWYER	N/A	Director	$0	$0	$0
GAYLA CORLEY	DRI STATE RE	N/A	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	$719,121	$615,656	$484,940	$103,465
2024	$714,393	$677,076	$446,680	$37,317
2023	$627,438	$718,406	$478,677	$-90,968
2022	$625,037	$717,309	$481,285	$-92,272
2021	$714,239	$613,319	$594,940	$100,920
2020	$590,076	$603,764	$473,414	$-13,688
2019	$700,884	$703,597	$477,029	$-2,713
2018	$674,235	$687,271	$485,124	$-13,036

TEXAS ASSOCIATION OF DEFENSE COUNSEL