OREGON TRIAL LAWYERS ASSOCIATION (EIN 930605471) - 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

1992

Legal Domicile

Principal Officer

ELIZABETH BERNARD

Phone

5032235587

Tax Period

2023-01-01 to 2023-12-31

OREGON TRIAL LAWYERS ASSOCIATION, founded in 1992, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.7M left a modest 10% surplus.

Mission

DEDICATED TO PROTECTING PEOPLE, HOLDING WRONGDOERS ACCOUNTABLE, AND PROMOTING A FAIR AND EQUITABLE JUSTICE SYSTEM THROUGH ADVOCACY AND EDUCATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $600,118

Program Service Revenue $1,168,769

Investment Income $29,242

Other Revenue $112,528

TOTAL REVENUE $1,910,657

Expense Breakdown

Grants Paid $7,394

Salaries & Benefits $808,770

Fundraising Expenses $0

Other Expenses $894,092

TOTAL EXPENSES $1,710,256

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,910,657	$1,678,422	+0.1%
Expenses	$1,710,256	$1,617,063	+0.1%
Net Income	$200,401	$61,359	+2.3%

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

438

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

$369,206

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROB KLINE	PRESIDENT	5.00	Officer Director	$0	$0	$0
MELISSA BOBADILLA	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
BRENT BARTON	SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
ROB BEATTY-WALTERS	PARLIAMENTARIAN	2.00	Director	$0	$0	$0
BLAIR TOWNSEND	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
KELLY ANDERSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN BERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RON CHENG	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN CHRISTISON	BOARD MEMBER	1.00	Director	$0	$0	$0
NADIA DAHAB	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS D'AMORE	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH DOZIER	BOARD MEMBER	1.00	Director	$0	$0	$0
RONALD ELZINGA	BOARD MEMBER	1.00	Director	$0	$0	$0
SONYA FISCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
RHETT FRASER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK GINSBERG	BOARD MEMBER	2.00	Director	$0	$0	$0
TALIA GUERRIERO	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
NEIL JACKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN JENNINGS	BOARD MEMBER	1.00	Director	$0	$0	$0
DEREK JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LARA JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
QUINN KURANZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER MIDDLETON	BOARD MEMBER	1.00	Director	$0	$0	$0
MONA MOGHIMIAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHENOA PAYNE	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY ROSENBAUM-DEPALO	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMIAH ROSS	BOARD MEMBER	1.00	Director	$0	$0	$0
NATHAN SOSA	BOARD MEMBER	1.00	Director	$0	$0	$0
JOVITA WANG	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL WISE	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH BERNARD	EXECUTIVE DIRECTOR	40.00	Officer	$325,834	$43,372	$369,206
ARTHUR TOWERS	POLITICAL DIRECTOR	38.00	Highest	$163,842	$27,173	$191,015

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,910,657	$1,710,256	$2,484,523	$200,401
2022	$1,678,422	$1,617,063	$2,107,213	$61,359
2021	$1,472,014	$1,317,194	$1,863,833	$154,820
2020	$1,844,787	$1,301,816	$1,567,577	$542,971
2019	$1,587,276	$1,538,843	$926,684	$48,433
2018	$1,461,274	$1,398,335	$737,070	$62,939

OREGON TRIAL LAWYERS ASSOCIATION