NATIONAL ASSOCIATION OF TRIAL LAWYER EXECUTIVES

EIN: 911248754

SOUTH BURLINGTON, VT

Total Revenue
$382,111
Total Expenses
$290,417
Total Assets
$1,234,962
Net Assets
$1,190,917
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
VT
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

THE 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.

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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%)

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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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Governance

Voting Members
14
Independent Members
14
Employees
1
Volunteers
14

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
6
$135,659
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
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
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