National Association of Trial Lawyer Executives

Nonprofit profile at a glance

EIN
911248754
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
South Burlington, VT, USA
Phone
8022093006
Rating confidence
Limited

Official website

Reported finances

Revenue
$382,111
Expenses
$290,417
Assets
$1,234,962
Liabilities
$44,045

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • JENNIFER SMITH (EXECUTIVE DIRECTOR-CURRENT)
  • JOAN DALY MALONEY (PRESIDENT)
  • SARA SCHUETT (PRESIDENT ELECT)
  • VALERIE O'BRIEN (IMMEDIATE PAST PRESIDENT)

Highest reported compensation

  • JENNIFER SMITH (EXECUTIVE DIRECTOR-CURRENT): $135,659 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

This association is formed and shall operate for the purpose of: (1) facilitating the growth and operation of trial lawyer associations throughout the united states, canada and worldwide; (2) developing a cordial relationship, spirit of unity and common understanding among trial lawyer association executives; providing a forum for the mutual interchange of ideas which will facilitate the administration of trial lawyer association activities; providing information which will assist with office management and business administration of trial lawyer association offices; securing a closer coordination of the activities of trial lawyer associations; stimulating the work and activities of trial lawyer associations in general, and fostering cooperation with the staff and officers of the american association for justice.

What it reported doing in 2024

The member resource center provides "for the mutual interchange of ideas which will facilitate the administration of trial lawyer association activities;" with a collection of association management materials, ie. New member on-boarding checklists, governance templates, etc.

Operating model

Revenue model
Earned-program. 90% of the money available for current operations came from fees and other program revenue.
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: 90
  • Accountability: 90
  • Sustainability: 63
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 24%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 4.25; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 35; 35th percentile among comparable filings
  • Officer compensation ratio: 46.7%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -2.3% per year; rating input score 0; 16th percentile among comparable filings
  • Asset growth: 6.8% per year; rating input score 100; 55th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 14 of 14 board members independent · 6 of 8 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $136K · 15 people listed
  • Consistency: 11 of 11 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • 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: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Sustainability: Officer compensation ratio scored 4/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 35/100.