Attorneys for Family-held Enterprises
Nonprofit profile at a glance
- EIN
- 860773449
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990 2022, Form 990-EZ 2025
- Location
- Mount Laurel, NJ, USA
- Phone
- 2015912343
- Rating confidence
- Limited
Reported finances
- Revenue
- $173,732
- Expenses
- $173,804
- Assets
- $60,213
- Liabilities
- $10,550
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- LAURA WARTNER (PRESIDENT)
- DAVID W BURLEIGH (VICE PRESIDENT)
- DENISE DOWNING (EXECUTIVE DIRECTOR)
People named in this filing
- LAURA WARTNER (PRESIDENT)
- DAVID W BURLEIGH (VICE PRESIDENT)
- EMMANUEL FOURNARIS (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Be the leading resource for the on-going advancement, collaboration and education of practicing attorneys and other professionals who provide multi-disciplinary counsel to family-held enterprises
What it reported doing in 2025
Afhe hosts two conferences a year (an annual conference in the spring and a mid-year conference in the fall) providing members and other attendees with continuing legal education.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 32
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -0%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 0.35; rating input score 29; 29th percentile among comparable filings
- Liabilities to assets ratio: 0.18; rating input score 17; 17th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 1% per year; rating input score 100; 23rd percentile among comparable filings
- Asset growth: -0.8% per year; rating input score 0; 23rd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 8 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 30/100.
- High — Sustainability: Total-asset coverage ratio scored 29/100.
- High — Sustainability: Liabilities to assets ratio scored 17/100.