DALLAS TRIAL LAWYERS ASSOCIATION (EIN 752149562) - 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

1963

Legal Domicile

Principal Officer

RACHEL MONTES

Phone

2147458852

Tax Period

2024-01-01 to 2024-12-31

DALLAS TRIAL LAWYERS ASSOCIATION, founded in 1963, is a small nonprofit that reported $384K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $95K, a strong 25% operating margin.

Mission

LEGAL EDUCATION AND PROFESSIONAL NETWORKING; PROMOTION OF LEGAL PROFESSION AND RENDERING SERVICES TO THE GENERAL PUBLIC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $175,775

Program Service Revenue $207,990

Investment Income $584

Other Revenue $0

TOTAL REVENUE $384,349

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,261

Other Expenses $264,051

TOTAL EXPENSES $289,051

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384,349	$477,255	-0.2%
Expenses	$289,051	$436,423	-0.3%
Net Income	$95,298	$40,832	+1.3%

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
AMY BRYANT HEFNER	DIRECTOR	0.00	Director	$0	$0	$0
ANDREW BULLARD	DIRECTOR	0.00	Director	$0	$0	$0
ANDREW PAYNE	DIR EM	0.00	Director	$0	$0	$0
ANDY JONES	DIRECTOR	0.00	Director	$0	$0	$0
BEVERLY DELHOMME	DIR EM	0.00	Director	$0	$0	$0
CALEB MILLER	DIRECTOR	0.00	Director	$0	$0	$0
CAMERON DEAN	DIRECTOR	0.00	Director	$0	$0	$0
CASSANDRA HERNANDEZ-GARCIA	DIRECTOR	0.00	Director	$0	$0	$0
CHARLES SOECHTING	DIRECTOR	0.00	Director	$0	$0	$0
CHIP BROOKER	DIRECTOR	0.00	Director	$0	$0	$0
D SHAWN STEVENS	DIR EM	0.00	Director	$0	$0	$0
DANAE BENTON	DIRECTOR	0.00	Director	$0	$0	$0
HEATHER LONG	DIR EM	0.00	Director	$0	$0	$0
JARED HAGOOD	DIRECTOR	0.00	Director	$0	$0	$0
JASON BOORSTEIN	DIRECTOR	0.00	Director	$0	$0	$0
JAY MURRAY	DIR EM	0.00	Director	$0	$0	$0
JEFF RASANSKY	DIRECTOR	0.00	Director	$0	$0	$0
JENNIFER BIRDSALL	DIRECTOR	0.00	Director	$0	$0	$0
JENNIFER MONTEMAYOR	DIRECTOR	0.00	Director	$0	$0	$0
JIB ZAIDI	DIRECTOR	0.00	Director	$0	$0	$0
JOHN HOWIE JR	DIR EM	0.00	Director	$0	$0	$0
JOSH BIRMINGHAM	DIRECTOR	0.00	Director	$0	$0	$0
KAY GOGGIN	DIR EM	0.00	Director	$0	$0	$0
KIRK PITTARD	DIRECTOR	0.00	Director	$0	$0	$0
KRISTI WOOD	DIRECTOR	0.00	Director	$0	$0	$0
KRISTINA KASTL	DIR EM	0.00	Director	$0	$0	$0
LAUREN JOBIN	DIRECTOR	0.00	Director	$0	$0	$0
LUKE METZLER	DIRECTOR	0.00	Director	$0	$0	$0
MARK TAYLOR	DIR EM	0.00	Director	$0	$0	$0
MARTY MATTHEWS	DIR EM	0.00	Director	$0	$0	$0
MEGNA WADHWANI	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL LYONS	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL STACY	DIRECTOR	0.00	Director	$0	$0	$0
MIKE GUAJARDO	DIR EM	0.00	Director	$0	$0	$0
MONICA BOHUSLAV	DIRECTOR	0.00	Director	$0	$0	$0
MORGAN MCPHEETERS	DIRECTOR	0.00	Director	$0	$0	$0
NATHAN WILLIAMSON	DIRECTOR	0.00	Director	$0	$0	$0
PAT MONTES	DIRECTOR	0.00	Director	$0	$0	$0
PRICE L JOHNSON	DIRECTOR	0.00	Director	$0	$0	$0
RACHEL HATTEN	DIRECTOR	0.00	Director	$0	$0	$0
ROBERT GREENING	DIR EM	0.00	Director	$0	$0	$0
RONALD MCCALLUM	DIR EM	0.00	Director	$0	$0	$0
SHELLY GRECO	DIRECTOR	0.00	Director	$0	$0	$0
WESLEY GOULD	DIRECTOR	0.00	Director	$0	$0	$0
BRENT WALKER	PRESIDENT - ELECT	1.00	Officer	$0	$0	$0
CULLEN MCMAHON	PAST PRESIDENT	1.00	Officer	$0	$0	$0
RACHEL MONTES	PRESIDENT	1.00	Officer	$0	$0	$0
RICHARD STUCKY	VP/SEC	1.00	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	$384,349	$289,051	$594,663	$95,298
2023	$477,255	$436,423	$499,365	$40,832
2022	$325,068	$252,422	$458,533	$72,646
2021	$220,268	$220,357	$385,887	$-89
2020	$281,176	$181,011	$385,976	$100,165
2019	$402,381	$339,309	$285,811	$63,072
2018	$281,141	$264,717	$222,739	$16,424

DALLAS TRIAL LAWYERS ASSOCIATION