California Women Lawyers

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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

1975

Legal Domicile

Principal Officer

Amee Mikacich

Phone

9169309020

Tax Period

2018-01-01 to 2018-12-31

California Women Lawyers, founded in 1975, is a small nonprofit that reported $225K in total revenue in fiscal year 2018. Revenue surged 55% from the prior year, signaling strong growth momentum.

Mission

To advance women in the profession of law and to better the position of women in society.

Program Service Accomplishments

Program 1

Our Annual Conference was held at the Hyatt Regency San Francisco with approximately 80 people in attendance. Our Annual Dinner was held at the Sheraton San Diego with 170 in attendance.

Program 2

Held an In House Counsel Network retreat in Southern California.

Program 3

Maintained website with information of interest to California women lawyers.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $225,368

Investment Income $104

Other Revenue $0

TOTAL REVENUE $225,472

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $247,032

TOTAL EXPENSES $247,032

Year-over-Year Comparison

	2018	2017	Change
Revenue	$225,472	$145,843	+0.5%
Expenses	$247,032	$135,941	+0.8%
Net Income	$-21,560	$9,902	-3.2%

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

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
Yahairah Aristy	Director	1.00	Director	$0	$0	$0
Shelly Aronson	Director	1.00	Director	$0	$0	$0
Sabrina Ashjian	Director	1.00	Director	$0	$0	$0
Nicole Sugnet	Treasurer	4.00	Officer Director	$0	$0	$0
Sterling Elmore	Director	1.00	Director	$0	$0	$0
Michelle Barnett	Director	1.00	Director	$0	$0	$0
Renee Galente	President/Past	4.00	Officer Director	$0	$0	$0
Jodi Cleesattle	Director	1.00	Director	$0	$0	$0
Danielle De Smeth	Director	1.00	Director	$0	$0	$0
Theresa Barfield	Director	1.00	Director	$0	$0	$0
Kristin Blocher	Director	1.00	Director	$0	$0	$0
Peggy Headley	Director	1.00	Director	$0	$0	$0
Betty Fracisco	Director	1.00	Director	$0	$0	$0
Mika Domingo	Director	1.00	Director	$0	$0	$0
Erin Childs	Director	1.00	Director	$0	$0	$0
Melissa Gardner	Director	1.00	Director	$0	$0	$0
Michelle Kazadi	Director	1.00	Director	$0	$0	$0
Janet Hong	Director	1.00	Director	$0	$0	$0
Amee Mikacich	President	4.00	Officer Director	$0	$0	$0
Michelle Ialeggio	2nd V.P./Sec	4.00	Officer Director	$0	$0	$0
Alison N Kleaver Jordan	Director	1.00	Director	$0	$0	$0
Wendy Krog	Director	1.00	Director	$0	$0	$0
Ellen McGlynn	Director	1.00	Director	$0	$0	$0
Ariel Lee	Director	1.00	Director	$0	$0	$0
Melissa Marsh	Director	1.00	Director	$0	$0	$0
Beth Mora	Director	1.00	Director	$0	$0	$0
Ann Oakleaf	Director	1.00	Director	$0	$0	$0
Roni Pomerantz	Director	1.00	Director	$0	$0	$0
Summer Selleck	Treasurer	4.00	Officer Director	$0	$0	$0
Susan Formaker	ExComm at Large	4.00	Officer Director	$0	$0	$0
Courtney Puritsky	Director	1.00	Director	$0	$0	$0
Naomi Dewey	Second V.P.	4.00	Officer Director	$0	$0	$0
Jessica Lynn Rowe	First V.P.	4.00	Officer Director	$0	$0	$0
Jaclyn Smith	Director	1.00	Director	$0	$0	$0
Christine Chambers Goodman	Immed Past Pres	4.00	Officer Director	$0	$0	$0
Sophia Roman	Director	1.00	Director	$0	$0	$0
Ana M Storey	ExComm at Large	4.00	Officer Director	$0	$0	$0
Elena Duarte	Director	1.00	Director	$0	$0	$0
Suzette Torres	ExComm at Large	4.00	Officer Director	$0	$0	$0
Yvonne Campos	Director	1.00	Director	$0	$0	$0
Vanessa Henderson	Director	1.00	Director	$0	$0	$0
Marissa Anticevich	Director	1.00	Director	$0	$0	$0
Catherine Smith	Director	1.00	Director	$0	$0	$0
Teri Anticevich	Director	1.00	Director	$0	$0	$0
Gina Boer	Director	1.00	Director	$0	$0	$0
Zach Seals	Director	1.00	Director	$0	$0	$0
Beth Ramirez	Director	1.00	Director	$0	$0	$0
Anna-Rose Mathieson	Director	1.00	Director	$0	$0	$0
Dorothy Proudfoot	Director	1.00	Director	$0	$0	$0
Rebecca Hooley	Director	1.00	Director	$0	$0	$0
Nancy O'Malley	Director	1.00	Director	$0	$0	$0
Eliza Rodriquez	Director	1.00	Director	$0	$0	$0
Kelly Robbins	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
2018	$225,472	$247,032	$231,357	$-21,560