Ventura County Bar Association Inc (EIN 237165269) - Form 990 Financial Analysis & Trantor Score

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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

1968

Legal Domicile

Principal Officer

JOSHUA HOPSTONE

Phone

8056507599

Tax Period

2024-01-01 to 2024-12-31

Ventura County Bar Association Inc, founded in 1968, is a small nonprofit that reported $367K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $336K left a modest 9% surplus.

Mission

PROMOTE LEGAL EXCELLENCE, HIGH ETHICAL STANDARDS, AND PROFESSIONAL CONDUCT IN THE PRACTICE OF LAW; TO IMPROVE ACCESS TO LEGAL SERVICES FOR ALL PEOPLE IN VENTURA COUNTY; AND TO WORK TO IMPROVE THE ADMINISTRATION OF JUSTICE

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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 $358,928

Investment Income $8,292

Other Revenue $0

TOTAL REVENUE $367,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,998

Fundraising Expenses $0

Other Expenses $149,910

TOTAL EXPENSES $335,908

Year-over-Year Comparison

	2024	2023	Change
Revenue	$367,220	$497,779	-0.3%
Expenses	$335,908	$326,733	+0.0%
Net Income	$31,312	$171,046	-0.8%

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

Volunteers

200

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

$94,194

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA RUBIO	Executive Dir.	40.00	Director	$94,194	$0	$94,194
MICHAEL CRAWFORD	Director	0.50	Director	$0	$0	$0
BRIAN ISRAEL	Past-President	0.50	Director	$0	$0	$0
IAN ELSENHEIMER	Director	0.50	Director	$0	$0	$0
VANESSA FRANK	Director	0.50	Director	$0	$0	$0
JASMINE KHOSHNOU	Director	0.50	Director	$0	$0	$0
LANE LOPEZ	Director	0.50	Director	$0	$0	$0
LAUREN NICHOLSON	Director	0.50	Director	$0	$0	$0
RACHEL COLEMAN	Director	0.50	Director	$0	$0	$0
MARGARET COYLE	Director	0.50	Director	$0	$0	$0
MICHAEL PELLEGRINI	Director	0.50	Director	$0	$0	$0
JOSHUA HOPSTONE	President	0.50	Director	$0	$0	$0
ROSLYNN WILFERT	Director	0.50	Director	$0	$0	$0
DAMON JENKINS	Director	0.50	Director	$0	$0	$0
KRISTINE TIJAM	Treasurer	0.50	Director	$0	$0	$0
H FREDERICK SEIGENFELD	Director	0.50	Director	$0	$0	$0
LOUIS KREUZER	Director	0.50	Director	$0	$0	$0
GUILLERMO BERT PARTIDA	president elect	0.50	Director	$0	$0	$0
BENJAMIN BAUMER	Director	0.50	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	No data	No data	No data	No data
2024	$367,220	$335,908	$403,867	$31,312
2023	$497,779	$326,733	$372,212	$171,046
2022	$378,698	$348,418	$200,825	$30,280
2021	$374,304	$301,138	$172,173	$73,166
2020	$320,816	$282,644	$97,010	$38,172
2019	$417,226	$363,737	$60,322	$53,489
2018	$425,221	$438,092	$31,322	$-12,871

Ventura County Bar Association Inc