WESTERN TRIAL LAWYERS ASSOCIATION (EIN 880099216) - 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

1966

Legal Domicile

Principal Officer

Monica Mason

Phone

3103469141

Tax Period

2025-01-01 to 2025-12-31

WESTERN TRIAL LAWYERS ASSOCIATION, founded in 1966, is a small nonprofit that reported $497K in total revenue in fiscal year 2025. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $128K, a strong 26% operating margin.

Mission

Organization's mission is to serve its dues paying members by providing 2 educational seminars a year and offer continuing education credits

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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 $23,100

Program Service Revenue $473,582

Investment Income $0

Other Revenue $0

TOTAL REVENUE $496,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,752

Fundraising Expenses $5,416

Other Expenses $289,039

TOTAL EXPENSES $368,207

Year-over-Year Comparison

	2025	2024	Change
Revenue	$496,682	$338,689	+0.5%
Expenses	$368,207	$388,676	-0.1%
Net Income	$128,475	$-49,987	-3.6%

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
Lauren Wood	President	10.00	Officer Director	$0	$0	$0
Eric Fong	Vice President	0.00	Director	$0	$0	$0
John Bey	Treasurer	0.00	Director	$0	$0	$0
Monica Mason	Executive Dir.	0.00	Director	$0	$0	$0
George McLaughlin	Secretary	5.00	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
2025	$496,682	$368,207	$246,660	$128,475
2024	No data	No data	No data	No data
2023	$346,075	$298,033	$158,179	$48,042
2022	$269,968	$247,026	$110,921	$22,942
2021	$205,411	$139,629	$90,515	$65,782
2019	$345,468	$293,528	$144,713	$51,940
2018	$279,205	$212,210	$93,248	$66,995

WESTERN TRIAL LAWYERS ASSOCIATION