SONOMA COUNTY BAR ASSOCIATION

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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

1978

Legal Domicile

Principal Officer

NICOLE JAFFEE

Phone

7075421190

Tax Period

2023-01-01 to 2023-12-31

SONOMA COUNTY BAR ASSOCIATION, founded in 1978, is a small nonprofit that reported $602K in total revenue in fiscal year 2023.

Mission

TO MAINTAIN THE HONOR AND DIGNITY OF THE LEGAL PROFESSION, PROVIDE EDUCATIONAL OPPORTUNITIES TO ENHANCE THE PRACTICE OF LAW, SERVE THE SONMOMA COUNTY COMMUNITY, AND SUPPORT AND IMPROVE THE JUSTICE SYSTEM.

Program Service Accomplishments

Program 1

LAWYER REFERRAL SERVICES PROVIDE THE PUBLIC WITH REFERRALS TO ATTORNEYS TO MEET THEIR LEGAL NEEDS.

Program 2

CONTINUING EDUCATION FOR THOSE IN THE LEGAL PROFESSION THROUGH SEMINARS, EDUCATIONAL PRESENTATIONS, AND LUNCHEONS.

Program 3

PERIODIC PUBLISHING OF MEMBERSHIP INFORMATION AND SERVICES INCLUDING JOURNAL, DIRECTORY & BULLETINS.

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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 $200,860

Program Service Revenue $378,720

Investment Income $173

Other Revenue $21,966

TOTAL REVENUE $601,719

Expense Breakdown

Grants Paid $0

Salaries & Benefits $327,569

Fundraising Expenses $0

Other Expenses $280,291

TOTAL EXPENSES $607,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$601,719	$564,896	+0.1%
Expenses	$607,860	$539,248	+0.1%
Net Income	$-6,141	$25,648	-1.2%

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

Volunteers

125

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
BEKI BERREY	TREASURER	2.50	Officer Director	$0	$0	$0
TATE BIRNIE	DIRECTOR	0.50	Director	$0	$0	$0
GARRISON BOYD	DIRECTOR	0.50	Director	$0	$0	$0
EMILY DEMEO	DIRECTOR	0.50	Director	$0	$0	$0
CHAD DORR	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL FALLON	DIRECTOR	0.50	Director	$0	$0	$0
OMAR FIGUEROA	DIRECTOR	0.50	Director	$0	$0	$0
JEANNE GROVE	DIRECTOR	0.50	Director	$0	$0	$0
CARLA HERNANDEZ CASILLO	VICE PRESIDENT	2.50	Officer Director	$0	$0	$0
NICOLE JAFFEE	PRESIDENT	5.00	Officer Director	$0	$0	$0
IVAN JIMENEZ	DIRECTOR	0.50	Director	$0	$0	$0
JOHN KELLY	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN PURTILL	DIRECTOR	0.50	Director	$0	$0	$0
TRICA SEIFERT	DIRECTOR	0.50	Director	$0	$0	$0
TINA WALLIS	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN MORRIS	DIRECTOR	0.50	Director	$0	$0	$0
KATE MULLER	DIRECTOR	0.50	Director	$0	$0	$0
TERESA NORTON	SECRETARY	1.00	Officer Director	$0	$0	$0
BANYAN PARKER	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT PITTMAN	DIRECTOR	0.50	Director	$0	$0	$0
KATHLEEN POZZI	DIRECTOR	0.50	Director	$0	$0	$0
SAMANTHA PUNGPRAKEARTI	DIRECTOR	0.50	Director	$0	$0	$0
CANDICE RAPOSO	DIRECTOR	0.50	Director	$0	$0	$0
CARLA RODRIGUEZ	DIRECTOR	0.50	Director	$0	$0	$0
JACK SANFORD	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL SHKLOVSKY	DIRECTOR	0.50	Director	$0	$0	$0
JEFF TERRY	DIRECTOR	0.50	Director	$0	$0	$0
ORCHID VAGHTI	DIRECTOR	0.50	Director	$0	$0	$0
DANIEL WILSON	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
2024	No data	No data	No data	No data
2023	$601,719	$607,860	$372,606	$-6,141
2022	$564,896	$539,248	$381,260	$25,648
2021	$484,090	$526,506	$414,354	$-42,416
2020	$608,204	$539,545	$397,176	$68,659
2019	$762,177	$705,349	$422,835	$56,828
2018	$748,267	$768,226	$378,903	$-19,959