National Academy of Elder Law Attorneys (EIN 860620517) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

Alexander T Graham

Phone

7039425711

Tax Period

2024-01-01 to 2024-12-31

National Academy of Elder Law Attorneys, founded in 1987, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2018. Expenses of $3.0M left a modest 4% surplus.

Mission

To educate, inspire, serve and provide community to elder and special needs law attorneys.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,946,652

Investment Income $125,223

Other Revenue $0

TOTAL REVENUE $3,071,875

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,537,254

Fundraising Expenses $0

Other Expenses $1,585,476

TOTAL EXPENSES $3,122,730

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,071,875	$2,874,328	+0.1%
Expenses	$3,122,730	$3,286,867	0.0%
Net Income	$-50,855	$-412,539	-0.9%

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

250

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

$649,573

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judith M Flynn	President/Vice President	2.00	Officer Director	$0	$0	$0
Bridget O'Brien Swartz	Past President/President	2.00	Officer Director	$0	$0	$0
Roberta Bobbi Flowers	Past President	2.00	Officer Director	$0	$0	$0
Eric J Einhart	Vice President/Treasurer	2.00	Officer Director	$0	$0	$0
Marielle F Hazen	Treasuer/Secretary	2.00	Officer Director	$0	$0	$0
Heather Voorn	Secretary/Director	2.00	Officer Director	$0	$0	$0
Andrew Boyer	Director	2.00	Director	$0	$0	$0
Brenna M Galvin	Director	2.00	Director	$0	$0	$0
Caleb S Lihn	Director	2.00	Director	$0	$0	$0
Christopher M McCarthy	Director	2.00	Director	$0	$0	$0
Lauren Marinaro	Director	2.00	Director	$0	$0	$0
Mark T Johnson	Director	2.00	Director	$0	$0	$0
Paul D Shapiro	Director	2.00	Director	$0	$0	$0
Scott B Silverberg	Director	2.00	Director	$0	$0	$0
Barbara Boone McGinnis	Director	2.00	Director	$0	$0	$0
Beth McDaniel	Director	2.00	Director	$0	$0	$0
Shari Polur	Director	2.00	Director	$0	$0	$0
Alex Graham	CEO	40.00	Officer	$109,904	$4,746	$114,650
Kirsten Brown Simpson	COO	40.00	Officer	$185,449	$5,563	$191,012
Ann Watkins	VP, Technology & Member Services	40.00	Officer	$153,658	$25,962	$179,620
Thomas Harlow	Interim CEO	40.00	Officer	$123,750	$40,541	$164,291
Pamela Yanni	Director Meetings/Education	40.00	Highest	$111,270	$25,458	$136,728

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	$3,071,875	$3,122,730	$4,396,493	$-50,855
2023	$2,874,328	$3,286,867	$4,365,266	$-412,539
2022	$2,857,345	$2,925,012	$4,345,117	$-67,667
2021	$2,917,992	$2,744,366	$4,334,042	$173,626
2020	$2,560,181	$2,531,624	$4,000,200	$28,557
2019	$3,119,713	$3,152,021	$4,066,027	$-32,308
2018	$3,135,681	$3,023,411	$3,817,524	$112,270

National Academy of Elder Law Attorneys