NATIONAL ASSOCIATION OF TRIAL LAWY… - Form 990 Financial Data

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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

1971

Legal Domicile

Principal Officer

JENNIFER SMITH

Phone

8022093006

Tax Period

2024-09-01 to 2025-08-31

NATIONAL ASSOCIATION OF TRIAL LAWYER EXECUTIVES, founded in 1971, is a small nonprofit that reported $382K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $92K, a strong 24% operating margin.

Mission

THIS ASSOCIATION IS FORMED AND SHALL OPERATE FOR THE PURPOSE OF: (1) FACILITATING THE GROWTH AND OPERATION OF TRIAL LAWYER ASSOCIATIONS THROUGHOUT THE UNITED STATES, CANADA AND WORLDWIDE; (2) DEVELOPING A CORDIAL RELATIONSHIP, SPIRIT OF UNITY AND COMMON UNDERSTANDING AMONG TRIAL LAWYER ASSOCIATION EXECUTIVES; PROVIDING A FORUM FOR THE MUTUAL INTERCHANGE OF IDEAS WHICH WILL FACILITATE THE ADMINISTRATION OF TRIAL LAWYER ASSOCIATION ACTIVITIES; PROVIDING INFORMATION WHICH WILL ASSIST WITH OFFICE MANAGEMENT AND BUSINESS ADMINISTRATION OF TRIAL LAWYER ASSOCIATION OFFICES; SECURING A CLOSER COORDINATION OF THE ACTIVITIES OF TRIAL LAWYER ASSOCIATIONS; STIMULATING THE WORK AND ACTIVITIES OF TRIAL LAWYER ASSOCIATIONS IN GENERAL, AND FOSTERING COOPERATION WITH THE STAFF AND OFFICERS OF THE AMERICAN ASSOCIATION FOR JUSTICE.

Program Service Accomplishments

Program 1

THE MEMBER RESOURCE CENTER PROVIDES "FOR THE MUTUAL INTERCHANGE OF IDEAS WHICH WILL FACILITATE THE ADMINISTRATION OF TRIAL LAWYER ASSOCIATION ACTIVITIES;" WITH A COLLECTION OF ASSOCIATION MANAGEMENT...

Program 2

THE ANNUAL MEETING BRINGS MEMBERS TOGETHER ALONG WITH THEIR STAFF TO ENGAGE IN CONTINUING EDUCATION.

Program 3

THE GOVERNMENTAL AFFAIRS CONFERENCE BRINGS MEMBERS TOGETHER ALONG WITH THEIR STAFF TO ENGAGE IN CONTINUING EDUCATION SPECIFICALLY RELATED TO THE POLITICAL AND LEGISLATIVE AREAS.

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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 $6,100

Program Service Revenue $343,722

Investment Income $25,830

Other Revenue $6,459

TOTAL REVENUE $382,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $157,497

Fundraising Expenses $0

Other Expenses $132,920

TOTAL EXPENSES $290,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$382,111	$408,869	-0.1%
Expenses	$290,417	$272,130	+0.1%
Net Income	$91,694	$136,739	-0.3%

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

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

$135,659

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE DOOHAN	MEMBER	0.50	Director	$0	$0	$0
CONSTANCE KOURY	MEMBER	0.50	Director	$0	$0	$0
CORNELIUS LARKIN	MEMBER	0.50	Director	$0	$0	$0
GRIFFIN GILLIS	MEMBER	0.50	Director	$0	$0	$0
JULIE WHITACRE	MEMBER	0.50	Director	$0	$0	$0
JULIETTE BLEECKER	MEMBER	0.50	Director	$0	$0	$0
KWEDI MOORE	MEMBER	0.50	Director	$0	$0	$0
SARA CRUMB	MEMBER	0.50	Director	$0	$0	$0
KAREN ST AUBIN	MEMBER	0.50	Director	$0	$0	$0
ALISON DODGE	TREASURER	0.50	Officer	$0	$0	$0
JENNIFER SMITH	EXECUTIVE DIRECTOR-CURRENT	50.00	Officer	$119,322	$16,337	$135,659
JOAN DALY MALONEY	PRESIDENT	0.50	Officer	$0	$0	$0
SARA SCHUETT	PRESIDENT ELECT	0.50	Officer	$0	$0	$0
STEPHEN PONTONI	SECRETARY	0.50	Officer	$0	$0	$0
VALERIE O'BRIEN	IMMEDIATE PAST PRESIDENT	0.50	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	$382,111	$290,417	$1,234,962	$91,694
2024	$408,869	$272,130	$1,174,043	$136,739
2023	$349,361	$271,161	$1,068,806	$78,200
2022	$317,496	$242,898	$947,816	$74,598
2021	$280,266	$268,711	$817,149	$11,555
2020	$352,615	$324,175	$812,072	$28,440
2019	$346,698	$323,443	$819,954	$23,255
2018	$412,880	$354,668	$761,936	$58,212

NATIONAL ASSOCIATION OF TRIAL LAWYER EXECUTIVES