HISTORICAL SOCIETY OF THE DC CIRCUIT (EIN 521704008) - 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

1990

Legal Domicile

Principal Officer

JAMES E ROCAP III ESQ

Phone

2022167346

Tax Period

2023-01-01 to 2023-12-31

HISTORICAL SOCIETY OF THE DC CIRCUIT, founded in 1990, is a small nonprofit in the Social Science sector that reported $143K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $164K exceeded revenue, resulting in a 15% operating deficit.

Mission

RECORD, PRESERVE AND PUBLISH THE HISTORY OF THE LIFE AND LAW OF THE COURTS OF THE D.C. CIRCUIT

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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 (2023)

Revenue Breakdown

Contributions & Grants $136,903

Program Service Revenue $327

Investment Income $5,622

Other Revenue $0

TOTAL REVENUE $142,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,451

Fundraising Expenses $0

Program Expenses $135,884

Other Expenses $95,811

TOTAL EXPENSES $164,262

Year-over-Year Comparison

	2023	2022	Change
Revenue	$142,852	$160,197	-0.1%
Expenses	$164,262	$188,947	-0.1%
Net Income	$-21,410	$-28,750	-0.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES E ROCAP III ESQ	PRESIDENT, D	15.00	Officer Director	$0	$0	$0
EZRA B MARCUS ESQ	TREASURER, F	1.00	Officer	$0	$0	$0
J BENJAMIN JERNIGAN	TREASURER	1.00	Officer	$0	$0	$0
ELIZABETH K WAGNER	SECRETARY	1.00	Officer	$0	$0	$0
ANJALI CHATURVEDI	DIRECTOR	1.00	Director	$0	$0	$0
JAMES E BOASBERG	DIRECTOR	1.00	Director	$0	$0	$0
JODI L AVERGUN ESQ	DIRECTOR	1.00	Director	$0	$0	$0
HON TANYA S CHUTKAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN F COONEY ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JAN CRAWFORD ESQ	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM H JEFFRESS JR ESQ	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM B SCHULTZ ESQ	DIRECTOR	1.00	Director	$0	$0	$0
ALEX J BOURELLY	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA J HERTZFELD	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN KOLLAR-KOTELLY	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH R PALMORE	DIRECTOR	1.00	Director	$0	$0	$0
MARLON Q PAZ	DIRECTOR	1.00	Director	$0	$0	$0
LAURA POSSESSKY	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES J SHEEHAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE N BRADFORD ESQ	DIRECTOR	1.00	Director	$0	$0	$0
BETH S BRINKMANN ESQ	DIRECTOR	1.00	Director	$0	$0	$0
LINDA J FERREN	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
PETER D KEISLER ESQ	DIRECTOR	1.00	Director	$0	$0	$0
AJ KRAMER ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN KRAVIS ESQ	DIRECTOR	1.00	Director	$0	$0	$0
HON RICHARD J LEON	DIRECTOR	1.00	Director	$0	$0	$0
HON AMIT P MEHTA	DIRECTOR	1.00	Director	$0	$0	$0
HON CORNELIA TL PILLARD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID C VLADECK ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA RING AMUNSON ESQ	DIRECTOR	1.00	Director	$0	$0	$0
MARY PATRICE BROWN ESQ	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH CAVANAGH	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE COLES ESQ	DIRECTOR	1.00	Director	$0	$0	$0
ROGER A FAIRFAX JR ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN V GEISE ESQ	DIRECTOR	1.00	Director	$0	$0	$0
HON GREGORY G KATSAS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID E KENDALL ESQ	DIRECTOR	1.00	Director	$0	$0	$0
DAVID W OGDEN ESQ	DIRECTOR	1.00	Director	$0	$0	$0
ADDY R SCHMITT ESQ	DIRECTOR	1.00	Director	$0	$0	$0
ANNAMARIA STEWARD ESQ	DIRECTOR	1.00	Director	$0	$0	$0
SARA KROPF ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JESSE K LIU ESQ	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM F MARMON ESQ	DIRECTOR	1.00	Director	$0	$0	$0
HON RANDOLPH D MOSS	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN A STEINBACH	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$142,852	$164,262	$510,620	$-21,410
2022	$160,197	$188,947	$531,549	$-28,750
2021	$208,610	$92,134	$559,303	$116,476

HISTORICAL SOCIETY OF THE DC CIRCUIT