Golden Gate Chapter of the Association of Legal Administrators (EIN 942751065) - 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

1985

Legal Domicile

Principal Officer

Javier Morelos

Phone

4155527272

Tax Period

2024-04-01 to 2025-03-31

Golden Gate Chapter of the Association of Legal Administrators, founded in 1985, is a small nonprofit that reported $246K in total revenue in fiscal year 2024. The organization ran a surplus of $86K, a strong 35% operating margin.

Mission

Provide a forum for the growing number of professionals in the field of law office administration in the San Francisco Bay Area. The Chapter has members representing private law firms, corporations, government and other legal organizations.

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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 $0

Program Service Revenue $220,519

Investment Income $1,472

Other Revenue $24,076

TOTAL REVENUE $246,067

Expense Breakdown

Grants Paid $3,702

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,656

Other Expenses $156,187

TOTAL EXPENSES $159,889

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,067	N/A	N/A
Expenses	$159,889	N/A	N/A
Net Income	$86,178	N/A	N/A

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
Susan Stratton	President	10.00	Officer Director	$0	$0	$0
Javier Morelos	Vice President	5.00	Officer Director	$0	$0	$0
Julie Burke	Secretary	5.00	Officer Director	$0	$0	$0
Ryan Hill	Treasurer	5.00	Officer Director	$0	$0	$0
Brian Nervis	Vice Treasurer	5.00	Director	$0	$0	$0
Sarah Spry	Director	5.00	Director	$0	$0	$0
Kira Hansen	Past President	5.00	Director	$0	$0	$0
Amie Morelli	Director	5.00	Director	$0	$0	$0
Rachel Hickey	Director	5.00	Director	$0	$0	$0
Traci Yanez	Director	5.00	Director	$0	$0	$0
Steve Morris	Director	5.00	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
2025	$246,067	$159,889	$187,895	$86,178
2018	$237,125	$246,703	$126,041	$-9,578

Golden Gate Chapter of the Association of Legal Administrators