COLORADO TRIAL LAWYERS ASSOCIATION

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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

1953

Legal Domicile

Phone

3038311192

Tax Period

2023-01-01 to 2023-12-31

COLORADO TRIAL LAWYERS ASSOCIATION, founded in 1953, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

Education, Promotion Administration of Justice

Program Service Accomplishments

Program 1

Seminars/Conventions-CTLA Sponsors educational programs and materials to enable the continuing education and advancement of trial lawyers, benefitting the approximate 1300 members

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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 $1,369,683

Program Service Revenue $816,329

Investment Income $30,941

Other Revenue $9,057

TOTAL REVENUE $2,226,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $885,572

Fundraising Expenses $122,101

Program Expenses $1,659,046

Other Expenses $1,342,674

TOTAL EXPENSES $2,228,246

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,226,010	$1,970,841	+0.1%
Expenses	$2,228,246	$2,307,768	0.0%
Net Income	$-2,236	$-336,927	-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

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

$235,921

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Whitacre	Executive Director	040.00	Officer Highest	$191,699	$44,222	$235,921
Kari Jones Dulin	President	002.00	Officer Director	$0	$0	$0
Jason Wesoky	Vice President	002.00	Officer Director	$0	$0	$0
Megan Matthews	Secretary	002.00	Officer Director	$0	$0	$0
Nicole Quintana	Treasurer	002.00	Officer Director	$0	$0	$0
Sam Cannon	President Elect	002.00	Officer Director	$0	$0	$0
Thomas Neville	Past President	002.00	Officer Director	$0	$0	$0
Amanda Francis Owen	Exec-Board	001.00	Director	$0	$0	$0
Michael Kane	Exec-Board	001.00	Director	$0	$0	$0
Edward Lomena	Exec-Board	001.00	Director	$0	$0	$0
Susan Minamizono	Exec-Board	001.00	Director	$0	$0	$0
James Puga	Exec-Board	001.00	Director	$0	$0	$0
Molly Greenblatt	Exec-Board	001.00	Director	$0	$0	$0
Ben Lebsack	Exec-Board	001.00	Director	$0	$0	$0
Sommer Luther	Exec-Board	001.00	Director	$0	$0	$0
Kevin Cheney	Exec-Board	001.00	Director	$0	$0	$0
Bradley Levin	Exec-Board	001.00	Director	$0	$0	$0
Michael Nimmo	Exec-Board	001.00	Director	$0	$0	$0
Alana Anzalone	Exec-Board	001.00	Director	$0	$0	$0
Lorraine Parker	Board	001.00	Director	$0	$0	$0
Amy Rogers	Board	001.00	Director	$0	$0	$0
Kimberly Smith	Board	001.00	Director	$0	$0	$0
Stephanie Tucker	Board	001.00	Director	$0	$0	$0
Zachary Warzel	Board	001.00	Director	$0	$0	$0
Kurt Zaner	Board	001.00	Director	$0	$0	$0
Mari Newman	Board	001.00	Director	$0	$0	$0
Claire Poundstone	Board	001.00	Director	$0	$0	$0
Ben Rose	Board	001.00	Director	$0	$0	$0
Melanie Sulkin	Board	001.00	Director	$0	$0	$0
Lauren Varner	Board	001.00	Director	$0	$0	$0
Jennifer O'Connell	Board	001.00	Director	$0	$0	$0
Allison Pritchard	Board	001.00	Director	$0	$0	$0
Haley Rank	Board	001.00	Director	$0	$0	$0
Paige Singleton	Board	001.00	Director	$0	$0	$0
Julia Thompson	Board	001.00	Director	$0	$0	$0
Stephen Wahlberg	Board	001.00	Director	$0	$0	$0
David Woodruff	Board	001.00	Director	$0	$0	$0
Danielle Beem	Board	001.00	Director	$0	$0	$0
Nelson Boyle	Board	001.00	Director	$0	$0	$0
Morgan Carroll	Board	001.00	Director	$0	$0	$0
Melissa Hailey	Board	001.00	Director	$0	$0	$0
Alyssa Hill	Board	001.00	Director	$0	$0	$0
Spencer Kontnik	Board	001.00	Director	$0	$0	$0
Jennifer Milne	Board	001.00	Director	$0	$0	$0
William Babich	Board	001.00	Director	$0	$0	$0
Dustin Bergman	Board	001.00	Director	$0	$0	$0
Jacob Burg	Board	001.00	Director	$0	$0	$0
R Keith Fuicelli	Board	001.00	Director	$0	$0	$0
Marc Harden	Board	001.00	Director	$0	$0	$0
Edward Hopkins	Board	001.00	Director	$0	$0	$0
JC Pitt Martin	Board	001.00	Director	$0	$0	$0
Alessandra Morales	Board	001.00	Director	$0	$0	$0
J Kyle Bachus	Board	001.00	Director	$0	$0	$0
Karen Blau	Board	001.00	Director	$0	$0	$0
Anne Dieruf	Board	001.00	Director	$0	$0	$0
Gregory Gold	Board	001.00	Director	$0	$0	$0
KC Harpring	Board	001.00	Director	$0	$0	$0
Robin Levin	Board	001.00	Director	$0	$0	$0
Kaitlin Nares	Board	001.00	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
2024	No data	No data	No data	No data
2023	$2,226,010	$2,228,246	$2,520,225	$-2,236
2022	$1,970,841	$2,307,768	$2,242,464	$-336,927
2021	$1,933,840	$1,727,876	$2,685,221	$205,964
2020	$2,309,929	$2,396,665	$2,534,877	$-86,736
2019	$2,117,178	$1,882,244	$2,568,646	$234,934
2018	$2,120,870	$2,051,655	$2,334,124	$69,215