ASSOCIATION OF CERTIFIED FAMILY LAW SPECIALISTS (EIN 943238376) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

COURTNEY SHEPARD

Phone

9162174076

Tax Period

2024-07-01 to 2025-06-30

ASSOCIATION OF CERTIFIED FAMILY LAW SPECIALISTS, founded in 1995, is a small nonprofit that reported $580K in total revenue in fiscal year 2024. The organization ran a surplus of $160K, a strong 28% operating margin.

Mission

TO PROMOTE EXCELLENCE IN THE PRACTICE OF FAMILY LAW, TO PROMOTE AND PRESERVE THE FAMILY LAW SPECIALITY WITHIN THE CALIFORNIABAR, AND TO PROVIDE A SOURCE OF EXPERTISE FOR THE IMPROVEMENT OF THE ADMINISTRATION OF JUSTICE AND FAMILY LAW MATTERS CONCERNING THE PRACTICE OF FAMILY LAW FOR THE BAR, THE COURTS AND THE LEGISLATURE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $579,779

Investment Income $152

Other Revenue $0

TOTAL REVENUE $579,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,023

Fundraising Expenses $0

Program Expenses $288,913

Other Expenses $352,945

TOTAL EXPENSES $419,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$579,931	$575,783	+0.0%
Expenses	$419,968	$467,549	-0.1%
Net Income	$159,963	$108,234	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
SHERRY PETERSON	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
DIANE FETZER	SECRETARY	3.00	Officer Director	$0	$0	$0
AVI LEVY	PRESIDENT	3.00	Officer Director	$0	$0	$0
COURTNEY SHEPARD	TREASURER	6.00	Officer Director	$0	$0	$0
JILLIAN ATUEGBU JACKSON	ASSOC. CHAPTER DIRECTOR	3.00	Director	$0	$0	$0
JUSTIN O'CONNELL	ASSOC, LEGISLATIVE DIRECTOR	3.00	Director	$0	$0	$0
STEPHEN MONTAGNA	LEGISLATIVE DIRECTOR	3.00	Director	$0	$0	$0
HENRY LEWIS	ASSOC TECHNOLOGY DIRECTOR	3.00	Director	$0	$0	$0
SCOTT LANTRY	TECHNOLOGY DIRECTOR	3.00	Director	$0	$0	$0
CATHERINE M GOODROW	ASSOC. EDUCATION DIRECTOR	3.00	Director	$0	$0	$0
MICHELE BROWN	MEMBERSHIP & BENEFITS DIR	3.00	Director	$0	$0	$0
FREDRICK S COHEN	AMICUS DIRECTOR	3.00	Director	$0	$0	$0
TRACY DUELL CAZES	JOURNAL EDITOR	3.00	Director	$0	$0	$0
JENNIFER HEMMER	CHAPTER DIRECTOR	3.00	Director	$0	$0	$0
DAVID LEDERMAN	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DORIE A ROGERS	ASSOC.CHAPTER DIRECTOR	3.00	Director	$0	$0	$0
CARRIE BLOCK	CHAPTER DIRECTOR	3.00	Director	$0	$0	$0
BARBARA HAMMERS	COORDINATING DIRECTOR	3.00	Director	$0	$0	$0
KELLY ROBBINS	CHAPTER DIRECTOR	3.00	Director	$0	$0	$0
CHRISTOPHER MELCHER	EDUCATION DIRECTOR	3.00	Director	$0	$0	$0
LEENA HINGNIKAR	COORDINATING DIR	3.00	Director	$0	$0	$0
NAGHMEH BASHAR	ASSOC. JOURNAL EDITOR	3.00	Director	$0	$0	$0
BRIAN PAKPOUR	CHAPTER DIRECTOR	3.00	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	$579,931	$419,968	$883,025	$159,963
2024	$575,783	$467,549	$722,148	$108,234
2023	$530,896	$482,245	$614,078	$48,651
2021	$329,187	$215,656	$585,164	$113,531
2020	$212,151	$225,532	$471,777	$-13,381
2019	$398,843	$426,844	$487,625	$-28,001
2018	$457,172	$451,084	$512,670	$6,088

ASSOCIATION OF CERTIFIED FAMILY LAW SPECIALISTS