ATTORNEYS FOR FAMILY-HELD ENTERPRISES (EIN 860773449) - 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

1994

Legal Domicile

Principal Officer

MICHAEL WHITTY ESQ

Tax Period

2022-01-01 to 2022-12-31

ATTORNEYS FOR FAMILY-HELD ENTERPRISES, founded in 1994, is a small nonprofit that reported $140K in total revenue in fiscal year 2022. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

BE THE LEADING RESOURCE FOR THE ADVANCEMENT, COLLABORATION, AND EDUCATION OF PRACTICING ATTORNEYS AND OTHER PROFESSIONALS WHO PROVIDE MULTI-DISCIPLINARY COUNSEL TO FAMILY HELD ENTERPRISES

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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 (2022)

Revenue Breakdown

Contributions & Grants $55,785

Program Service Revenue $81,925

Investment Income $2,482

Other Revenue $0

TOTAL REVENUE $140,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,988

Other Expenses $151,988

TOTAL EXPENSES $151,988

Year-over-Year Comparison

	2022	2021	Change
Revenue	$140,192	$119,156	+0.2%
Expenses	$151,988	$114,932	+0.3%
Net Income	$-11,796	$4,224	-3.8%

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

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
PETER DOUGHERTY	DIRECTOR	3.00	Director	$0	$0	$0
LANCE BYLOW	DIRECTOR	3.00	Director	$0	$0	$0
KENNETH NEMEC	DIRECTOR	3.00	Director	$0	$0	$0
MARC SHERIDAN	DIRECTOR	3.00	Director	$0	$0	$0
KATHRYN OSBORNE	DIRECTOR	3.00	Director	$0	$0	$0
DORI BREWER	DIRECTOR	3.00	Director	$0	$0	$0
LAURA WARTNER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MICHAEL WHITTY	PRESIDENT	5.00	Officer Director	$0	$0	$0
EMMANUEL FOURNARIS	TREASURER	3.00	Officer Director	$0	$0	$0
DAVID W BURLEIGH	SECRETARY	3.00	Officer 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
2022	$140,192	$151,988	$43,805	$-11,796
2021	$119,156	$114,932	$55,671	$4,224
2020	$81,821	$75,805	$37,762	$6,016
2019	$184,523	$151,041	$26,531	$33,482
2018	$100,128	$148,553	$9,349	$-48,425

ATTORNEYS FOR FAMILY-HELD ENTERPRISES