American Board of Trial Advocates

EIN: 952504030

Dallas, TX

Total Revenue
$3,377,178
Total Expenses
$3,105,265
Total Assets
$6,914,424
Net Assets
$3,745,804
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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
1958
Legal Domicile
CA
Principal Officer
Andrea La'Verne Edney
Phone
2148717523
Tax Period
2023-01-01 to 2023-12-31

American Board of Trial Advocates, founded in 1958, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2023. Expenses of $3.1M left a modest 8% surplus.

Mission

To improve advocacy standards and benefit the public through more effective representation.

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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 (2023)

Revenue Breakdown

Contributions & Grants $104,643
Program Service Revenue $3,120,478
Investment Income $152,057
Other Revenue $0
TOTAL REVENUE $3,377,178

Expense Breakdown

Grants Paid $457,467
Salaries & Benefits $699,130
Fundraising Expenses $0
Other Expenses $1,948,668
TOTAL EXPENSES $3,105,265

Year-over-Year Comparison

2023 2022 Change
Revenue $3,377,178 $3,165,177 +0.1%
Expenses $3,105,265 $3,252,453 0.0%
Net Income $271,913 $-87,276 -4.1%
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

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Governance

Voting Members
219
Independent Members
217
Employees
10
Volunteers
217

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
15
$744,843
Total Directors
203
$84,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Steven W Quattlebaum National President 15.00
Officer Director
$60,000 $0 $60,000
Christopher Beeman Foundation President 1.00
Officer Director
$0 $0 $24,000
Andrea La'Verne Edney National President-Elect 5.00
Officer Director
$0 $0 $0
Jennifer Haltom Doan National Vice President 5.00
Officer Director
$0 $0 $0
S Lester Tate III Treasurer 5.00
Officer Director
$0 $0 $0
Corinne C Hodak Secretary 5.00
Officer Director
$0 $0 $0
Karen C Burgess Appointee 5.00
Officer Director
$0 $0 $0
Gordon S Rather Jr Appointee 5.00
Officer Director
$0 $0 $0
JD Smith Appointee 5.00
Officer Director
$0 $0 $0
Quentin D Brogdon Past President Appointee 5.00
Officer Director
$0 $0 $0
Doris Cheng Past President Appointee 5.00
Officer Director
$0 $0 $0
Lewis R Sifford Immediate Past President 5.00
Officer Director
$0 $0 $0
Hon Jerome B Abrams ABOTA - National Appointee 1.00
Director
$0 $0 $0
Mary E Alexander ABOTA - National Appointee 1.00
Director
$0 $0 $0
Pedro Raul Alvarez Jr ABOTA - National Appointee 1.00
Director
$0 $0 $0
Hilary C Banker ABOTA - National Appointee 1.00
Director
$0 $0 $0
Christopher J Beeman ABOTA - National Appointee 1.00
Director
$0 $0 $0
Quentin D Brogdon ABOTA - National Appointee 1.00
Director
$0 $0 $0
Karen C Burgess ABOTA - National Appointee 1.00
Director
$0 $0 $0
Joseph Alan Callier ABOTA - National Appointee 1.00
Director
$0 $0 $0
Adriana H Cardenas ABOTA - National Appointee 1.00
Director
$0 $0 $0
David E Cherry ABOTA - National Appointee 1.00
Director
$0 $0 $0
Robert A Cole ABOTA - National Appointee 1.00
Director
$0 $0 $0
Cynthia Diggs ABOTA - National Appointee 1.00
Director
$0 $0 $0
Winford L Dunn Jr ABOTA - National Appointee 1.00
Director
$0 $0 $0
Philippa Victoria Ellis ABOTA - National Appointee 1.00
Director
$0 $0 $0
Curtis W Fenley III ABOTA - National Appointee 1.00
Director
$0 $0 $0
Kathleen A Gallagher ABOTA - National Appointee 1.00
Director
$0 $0 $0
Charles L Henke ABOTA - National Appointee 1.00
Director
$0 $0 $0
Wayne Hogan ABOTA - National Appointee 1.00
Director
$0 $0 $0
R Bruce Hurley ABOTA - National Appointee 1.00
Director
$0 $0 $0
Alison D Kennamer ABOTA - National Appointee 1.00
Director
$0 $0 $0
Shaun C Kent ABOTA - National Appointee 1.00
Director
$0 $0 $0
Patricia J Kerrigan ABOTA - National Appointee 1.00
Director
$0 $0 $0
Hon Nelly N Khouzam ABOTA - National Appointee 1.00
Director
$0 $0 $0
Lynn M Leonard ABOTA - National Appointee 1.00
Director
$0 $0 $0
Pamela S Liosi-Traut ABOTA - National Appointee 1.00
Director
$0 $0 $0
Stephen G Lowry ABOTA - National Appointee 1.00
Director
$0 $0 $0
Tracy W McCormack ABOTA - National Appointee 1.00
Director
$0 $0 $0
Jessica Banahan McNeel ABOTA - National Appointee 1.00
Director
$0 $0 $0
Hon Wendell Mortimer Jr ABOTA - National Appointee 1.00
Director
$0 $0 $0
Eileen O'Neill ABOTA - National Appointee 1.00
Director
$0 $0 $0
Dominique A Pollara ABOTA - National Appointee 1.00
Director
$0 $0 $0
Hans G Poppe ABOTA - National Appointee 1.00
Director
$0 $0 $0
Bryan R Reid ABOTA - National Appointee 1.00
Director
$0 $0 $0
Peter W Riley ABOTA - National Appointee 1.00
Director
$0 $0 $0
Wayne A Ritchie II ABOTA - National Appointee 1.00
Director
$0 $0 $0
William D Shapiro ABOTA - National Appointee 1.00
Director
$0 $0 $0
JD Smith ABOTA - National Appointee 1.00
Director
$0 $0 $0
Steven A Springer ABOTA - National Appointee 1.00
Director
$0 $0 $0
Brian G Steller ABOTA - National Appointee 1.00
Director
$0 $0 $0
N Denise Taylor ABOTA - National Appointee 1.00
Director
$0 $0 $0
William M Toles ABOTA - National Appointee 1.00
Director
$0 $0 $0
Deborah S Tropp ABOTA - National Appointee 1.00
Director
$0 $0 $0
Jill Webb ABOTA - National Appointee 1.00
Director
$0 $0 $0
Joshua A Whitman ABOTA - National Appointee 1.00
Director
$0 $0 $0
Lish Whitson ABOTA - National Appointee 1.00
Director
$0 $0 $0
Hon David W Abbott Chapter Board Member 1.00
Director
$0 $0 $0
Dale L Allen Jr Chapter Board Member 1.00
Director
$0 $0 $0
Tamatha Alvarez Chapter Board Member 1.00
Director
$0 $0 $0
Darrell Edward Baker Jr Chapter Board Member 1.00
Director
$0 $0 $0
Evan Bassett Chapter Board Member 1.00
Director
$0 $0 $0
Sherie Potts Beckman Chapter Board Member 1.00
Director
$0 $0 $0
Jason S Bell Chapter Board Member 1.00
Director
$0 $0 $0
Eric Berg Chapter Board Member 1.00
Director
$0 $0 $0
Erik P Bergeland Chapter Board Member 1.00
Director
$0 $0 $0
Nathan H Bjerke Chapter Board Member 1.00
Director
$0 $0 $0
Beth Boone Chapter Board Member 1.00
Director
$0 $0 $0
William Andrew Bowen Chapter Board Member 1.00
Director
$0 $0 $0
Greta Braker Chapter Board Member 1.00
Director
$0 $0 $0
Russell Clay Brown Chapter Board Member 1.00
Director
$0 $0 $0
Robert J Buchanan Chapter Board Member 1.00
Director
$0 $0 $0
Benjamin C Bunn Chapter Board Member 1.00
Director
$0 $0 $0
Sammy M Cacciatore Chapter Board Member 1.00
Director
$0 $0 $0
Brian A Cardoza Chapter Board Member 1.00
Director
$0 $0 $0
Dave Carothers Chapter Board Member 1.00
Director
$0 $0 $0
Angela M Castronovo Chapter Board Member 1.00
Director
$0 $0 $0
Vincent Chadick Chapter Board Member 1.00
Director
$0 $0 $0
BK Christopher Chapter Board Member 1.00
Director
$0 $0 $0
Kathy Jo Cook Chapter Board Member 1.00
Director
$0 $0 $0
David J Corey Chapter Board Member 1.00
Director
$0 $0 $0
Bradley M Corsiglia Chapter Board Member 1.00
Director
$0 $0 $0
Patricia D Crauwels Chapter Board Member 1.00
Director
$0 $0 $0
Christina Diane Crow Chapter Board Member 1.00
Director
$0 $0 $0
Gray Thomas Culbreath Chapter Board Member 1.00
Director
$0 $0 $0
Blake R David Sr Chapter Board Member 1.00
Director
$0 $0 $0
Juan C Delgado Chapter Board Member 1.00
Director
$0 $0 $0
Robert Ryan Deligans Chapter Board Member 1.00
Director
$0 $0 $0
John N Demas Chapter Board Member 1.00
Director
$0 $0 $0
Aaron DeShaw Chapter Board Member 1.00
Director
$0 $0 $0
Leslie Dippel Chapter Board Member 1.00
Director
$0 $0 $0
Daniel D Dolan II Chapter Board Member 1.00
Director
$0 $0 $0
Javier Espinoza Chapter Board Member 1.00
Director
$0 $0 $0
John Evers Chapter Board Member 1.00
Director
$0 $0 $0
Thomas P Feher Chapter Board Member 1.00
Director
$0 $0 $0
Joel E Feistner Chapter Board Member 1.00
Director
$0 $0 $0
James N Floyd Chapter Board Member 1.00
Director
$0 $0 $0
Joan Orsini Ford Chapter Board Member 1.00
Director
$0 $0 $0
Anne Foster Chapter Board Member 1.00
Director
$0 $0 $0
Debra Ann Freid Chapter Board Member 1.00
Director
$0 $0 $0
William R Garza Chapter Board Member 1.00
Director
$0 $0 $0
Hon Ross M Goodman Chapter Board Member 1.00
Director
$0 $0 $0
David W Grossman Chapter Board Member 1.00
Director
$0 $0 $0
James W Gustafson Jr Chapter Board Member 1.00
Director
$0 $0 $0
Thomas S Harmon Chapter Board Member 1.00
Director
$0 $0 $0
Jerome A Hierseman Chapter Board Member 1.00
Director
$0 $0 $0
Sheila P Hiestand Chapter Board Member 1.00
Director
$0 $0 $0
John A Hobson Chapter Board Member 1.00
Director
$0 $0 $0
James Holland Chapter Board Member 1.00
Director
$0 $0 $0
Elizabeth Holland Howanitz Chapter Board Member 1.00
Director
$0 $0 $0
John C Howell Chapter Board Member 1.00
Director
$0 $0 $0
Peter M Hughes Chapter Board Member 1.00
Director
$0 $0 $0
J Charles Ingram Chapter Board Member 1.00
Director
$0 $0 $0
T Scott Jones Chapter Board Member 1.00
Director
$0 $0 $0
Jason W Konvicka Chapter Board Member 1.00
Director
$0 $0 $0
Daniel Kruid Chapter Board Member 1.00
Director
$0 $0 $0
Yoshiaki C Kubota Chapter Board Member 1.00
Director
$0 $0 $0
Jeffrey Michael Kuntz Chapter Board Member 1.00
Director
$0 $0 $0
Mark D Lammers Chapter Board Member 1.00
Director
$0 $0 $0
Alan L Lane Chapter Board Member 1.00
Director
$0 $0 $0
Brian P Lauten Chapter Board Member 1.00
Director
$0 $0 $0
Abigail R Leaf Chapter Board Member 1.00
Director
$0 $0 $0
Powell M Leitch III Chapter Board Member 1.00
Director
$0 $0 $0
Letty Litchfield Chapter Board Member 1.00
Director
$0 $0 $0
Anthony W Livoti Chapter Board Member 1.00
Director
$0 $0 $0
Ashleigh R Madison Chapter Board Member 1.00
Director
$0 $0 $0
Ralph L Marchbank Jr Chapter Board Member 1.00
Director
$0 $0 $0
Timothy L Martin Chapter Board Member 1.00
Director
$0 $0 $0
Dwaine M Massey Chapter Board Member 1.00
Director
$0 $0 $0
Kirk Mathis Chapter Board Member 1.00
Director
$0 $0 $0
Mitzi S Mayfield Chapter Board Member 1.00
Director
$0 $0 $0
Teresa Fariss McClain Chapter Board Member 1.00
Director
$0 $0 $0
Angela McGraw Chapter Board Member 1.00
Director
$0 $0 $0
Mindy McLaughlin Chapter Board Member 1.00
Director
$0 $0 $0
Beth H McMasters Chapter Board Member 1.00
Director
$0 $0 $0
Elizabeth M McMillan Chapter Board Member 1.00
Director
$0 $0 $0
Joseph P McMonigle Chapter Board Member 1.00
Director
$0 $0 $0
Aram Papken Megerian Chapter Board Member 1.00
Director
$0 $0 $0
Carrie E Meigs Chapter Board Member 1.00
Director
$0 $0 $0
Marco Mercaldo Chapter Board Member 1.00
Director
$0 $0 $0
Amee A Mikacich Chapter Board Member 1.00
Director
$0 $0 $0
Robert A Morgenstern Chapter Board Member 1.00
Director
$0 $0 $0
J Kevin Morrison Chapter Board Member 1.00
Director
$0 $0 $0
Andrew Moss Chapter Board Member 1.00
Director
$0 $0 $0
Angela M Nelson Chapter Board Member 1.00
Director
$0 $0 $0
Tim Newsom Chapter Board Member 1.00
Director
$0 $0 $0
Brian Keith O'Connor Chapter Board Member 1.00
Director
$0 $0 $0
Thomas J Overton Chapter Board Member 1.00
Director
$0 $0 $0
Vincent J Pancari Chapter Board Member 1.00
Director
$0 $0 $0
Christian R Patno Chapter Board Member 1.00
Director
$0 $0 $0
Jean-Cristian Patrascioiu Chapter Board Member 1.00
Director
$0 $0 $0
Andrew L Payne Chapter Board Member 1.00
Director
$0 $0 $0
Kevin T Peters Chapter Board Member 1.00
Director
$0 $0 $0
Christopher R Pettit Chapter Board Member 1.00
Director
$0 $0 $0
Nancy W Phillips Chapter Board Member 1.00
Director
$0 $0 $0
Frank M Pitre Chapter Board Member 1.00
Director
$0 $0 $0
Troy A Poetz Chapter Board Member 1.00
Director
$0 $0 $0
Russell X Pollock Chapter Board Member 1.00
Director
$0 $0 $0
Barry A Postman Chapter Board Member 1.00
Director
$0 $0 $0
Dixie Dan Powell Chapter Board Member 1.00
Director
$0 $0 $0
James K Powers Chapter Board Member 1.00
Director
$0 $0 $0
David W Proctor Chapter Board Member 1.00
Director
$0 $0 $0
Simon B Purnell Chapter Board Member 1.00
Director
$0 $0 $0
Phillippe Mario Raymond Reid Jr Chapter Board Member 1.00
Director
$0 $0 $0
Karen R Roberts Chapter Board Member 1.00
Director
$0 $0 $0
Michael Roth Chapter Board Member 1.00
Director
$0 $0 $0
Renee E Rothauge Chapter Board Member 1.00
Director
$0 $0 $0
Steven J Rothman Chapter Board Member 1.00
Director
$0 $0 $0
Robert L Rush Chapter Board Member 1.00
Director
$0 $0 $0
Kimberly Sayre Chapter Board Member 1.00
Director
$0 $0 $0
Hella V Scheuerman Chapter Board Member 1.00
Director
$0 $0 $0
Mikkie R Schiltz Chapter Board Member 1.00
Director
$0 $0 $0
Geoffrey Sessions Chapter Board Member 1.00
Director
$0 $0 $0
Laura Bellegie Sharp Chapter Board Member 1.00
Director
$0 $0 $0
JD Smith Chapter Board Member 1.00
Director
$0 $0 $0
Christopher J Smith Chapter Board Member 1.00
Director
$0 $0 $0
Jason Snell Chapter Board Member 1.00
Director
$0 $0 $0
Ryan S Squires Chapter Board Member 1.00
Director
$0 $0 $0
Clay M Stevens Chapter Board Member 1.00
Director
$0 $0 $0
David M Stillwell Chapter Board Member 1.00
Director
$0 $0 $0
Judith A Susskind Chapter Board Member 1.00
Director
$0 $0 $0
Jill P Telfer Chapter Board Member 1.00
Director
$0 $0 $0
Tad Thomas Chapter Board Member 1.00
Director
$0 $0 $0
Jeffrey M Tillotson Chapter Board Member 1.00
Director
$0 $0 $0
Daniel Torrens Chapter Board Member 1.00
Director
$0 $0 $0
Deborah S Tropp-Thompson Chapter Board Member 1.00
Director
$0 $0 $0
Jennifer Truelove Chapter Board Member 1.00
Director
$0 $0 $0
Joseph P Tunstall III Chapter Board Member 1.00
Director
$0 $0 $0
Greg W Turman Chapter Board Member 1.00
Director
$0 $0 $0
Darryl Scott Vereen Chapter Board Member 1.00
Director
$0 $0 $0
Thomas Brian Vertetis Chapter Board Member 1.00
Director
$0 $0 $0
Peter J Wanek Chapter Board Member 1.00
Director
$0 $0 $0
Kirk G Warner Chapter Board Member 1.00
Director
$0 $0 $0
Leila H Watson Chapter Board Member 1.00
Director
$0 $0 $0
Charles C Webb Chapter Board Member 1.00
Director
$0 $0 $0
Charles C Weddle III Chapter Board Member 1.00
Director
$0 $0 $0
Andrew Weinstock Chapter Board Member 1.00
Director
$0 $0 $0
Hon Daun A Weliever- Simpson Chapter Board Member 1.00
Director
$0 $0 $0
William M White Chapter Board Member 1.00
Director
$0 $0 $0
Brian Lee Wildermuth Chapter Board Member 1.00
Director
$0 $0 $0
Paul D Williams Chapter Board Member 1.00
Director
$0 $0 $0
Michael T Wise Chapter Board Member 1.00
Director
$0 $0 $0
David Lincoln Woodard Chapter Board Member 1.00
Director
$0 $0 $0
Brian Tyson Executive Director 30.00
Officer
$196,227 $46,023 $291,307
Sarah Wahlert Kersh Associate Executive Director 30.00
Officer
$137,442 $30,084 $197,797
Molly McDonald Foundation Assoc Executive Director 0.00
Officer
$0 $35,153 $171,739
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
2024 No data No data No data No data
2023 $3,377,178 $3,105,265 $6,914,424 $271,913
2022 $3,165,177 $3,252,453 $6,733,106 $-87,276
2021 $3,839,792 $2,923,367 $7,118,701 $916,425
2020 $2,746,054 $1,923,249 $6,799,623 $822,805
2020 $3,022,777 $1,856,533 $6,799,624 $1,166,244
2019 $2,753,857 $2,184,237 $5,841,292 $569,620
2018 $2,235,027 $1,907,435 $4,861,620 $327,592
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