International Academy of Estate an… - Form 990 Financial Data

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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

1977

Legal Domicile

Principal Officer

James C Hill

Phone

9545479766

Tax Period

2024-01-01 to 2024-12-31

International Academy of Estate and Trust Law, founded in 1977, is a small nonprofit that reported $437K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $259K, a strong 59% operating margin.

Mission

Bring together highly qualified and congenial members of the International Estate and Trust Legal Profession to advance the understanding and performance standards of the estate and trust legal profession worldwide.

Program Service Accomplishments

Program 1

Expenses: $159,854 Revenue: $436,543

Members meet and collaberate periodically throughout the year to improve and enhance the ethical and performance standards of the estate and trust legal profession through the study, comparison and analysis of the legal procedures employed in various countries of the world so as to simplify and expedite the administration of justice internationally as it relates to estates and trusts. Members prepare papers and reports based upon the discussion and analysis of the international legal procedures and present these papers and reports for member use and distribution to other appropriately interested parties.

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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 $436,543

Investment Income $299

Other Revenue $0

TOTAL REVENUE $436,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $159,854

Other Expenses $177,343

TOTAL EXPENSES $177,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$436,842	$255,114	+0.7%
Expenses	$177,343	$329,616	-0.5%
Net Income	$259,499	$-74,502	-4.5%

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

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

$79,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chad Hill	Executive Director	030.00	Officer	$0	$79,800	$79,800
Nicola Sacardo III	Vice President	N/A	Officer Director	$0	$0	$0
John S Riches	Vice President	N/A	Officer Director	$0	$0	$0
Christian Von Oertzen	Vice President	N/A	Officer Director	$0	$0	$0
Mark T Bridges	Vice President	N/A	Officer Director	$0	$0	$0
Allan W Blaikie	Vice President	N/A	Officer Director	$0	$0	$0
Alec R Anderson	Vice President	N/A	Officer Director	$0	$0	$0
Mary Anne Bueschkens	Vice President	N/A	Officer Director	$0	$0	$0
Marilyn Piccini Roy	Secretary	N/A	Officer Director	$0	$0	$0
Florentino Carreno	President	002.00	Officer Director	$0	$0	$0
Jennifer Stuckey-Clarke	Vice President	N/A	Officer Director	$0	$0	$0
Ellen K Harrison	Immediate Past President	002.00	Officer Director	$0	$0	$0
Leigh-Alexandra E Basha	Vice President	N/A	Officer Director	$0	$0	$0
Rasmus Feldhusen	Vice President	N/A	Officer Director	$0	$0	$0
Joshua S Rubenstein	President-Elect	002.00	Officer Director	$0	$0	$0
Miguel Jauregui Rojas	Vice President	N/A	Officer Director	$0	$0	$0
Edward F Buckland	Treasurer	N/A	Officer 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
2024	$436,842	$177,343	$625,073	$259,499
2023	$255,114	$329,616	$365,529	$-74,502
2022	$204,920	$261,121	$570,548	$-56,201
2021	$128,014	$162,243	$533,151	$-34,229
2020	$144,859	$136,439	$580,906	$8,420
2019	$252,073	$174,599	$568,330	$77,474
2018	$234,490	$314,312	$490,635	$-79,822

International Academy of Estate and Trust Law