FIRST DISTRICT APPELLATE PROJECT

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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

1985

Legal Domicile

Principal Officer

JONATHAN SOGLIN

Phone

4154953119

Tax Period

2024-07-01 to 2025-06-30

FIRST DISTRICT APPELLATE PROJECT, founded in 1985, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2024.

Mission

The mission of the First District Appellate Project is to provide vigorous representation for those who cannot afford counsel in criminal, juvenile, and civil commitment appeals; to train and support appellate attorneys; and to advance the law in pursuit of a fair and compassionate justice system.

Program Service Accomplishments

Program 1

Expenses: $2,762,109

THE ORGANIZATION ADMINISTERS THE FIRST DISTRICT OF CALIFORNIA COURT OF APPEALS COURT-APPOINTED COUNSEL PROGRAM FOR INDIGENT APPELLANTS, PROVIDING REPRESENTATION EITHER BY OUR STAFF ATTORNEYS OR BY...

THE ORGANIZATION ADMINISTERS THE FIRST DISTRICT OF CALIFORNIA COURT OF APPEALS COURT-APPOINTED COUNSEL PROGRAM FOR INDIGENT APPELLANTS, PROVIDING REPRESENTATION EITHER BY OUR STAFF ATTORNEYS OR BY ATTORNEYS FROM A PANEL THE ORGANIZATION ADMINISTERS. THE NUMBER OF PEOPLE SERVED BETWEEN JULY 1, 2024 AND JUNE 30, 2025 WAS 919.

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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 $3,178,614

Program Service Revenue $0

Investment Income $0

Other Revenue $1,771

TOTAL REVENUE $3,180,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,780,438

Fundraising Expenses $0

Program Expenses $2,762,109

Other Expenses $465,117

TOTAL EXPENSES $3,245,555

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,180,385	$3,267,691	0.0%
Expenses	$3,245,555	$3,198,391	+0.0%
Net Income	$-65,170	$69,300	-1.9%

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

$215,986

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN SOGLIN	Executive Dir.	40.00	Officer	$167,590	$48,396	$215,986
J BRADLEY O'CONNELL	ASST DIRECTOR	40.00		$146,685	$61,090	$207,775
RICHARD BRAUCHER	STAFF ATTORNEY	40.00		$145,348	$53,554	$198,902
AMY GRIGSBY	STAFF ATTORNEY	40.00		$144,613	$54,140	$198,753
LOUISE COLLARI	STAFF ATTORNEY	40.00		$137,287	$46,864	$184,151
MEGAN HAILEY-DUNSHEATH	STAFF ATTORNEY	36.00		$117,893	$12,434	$130,327
SHARIF JACOB	BOARD MEMBER	0.15	Director	$0	$0	$0
SHAWN TILLIS	BOARD MEMBER	0.15	Director	$0	$0	$0
EASHA ANAND	BOARD MEMBER	0.00	Director	$0	$0	$0
Lisa Ells	BOARD MEMBER	0.15	Director	$0	$0	$0
ROBERT CALHOUN	BOARD MEMBER	0.15	Director	$0	$0	$0
KATHERINE LARKIN-WONG	President	0.15	Officer Director	$0	$0	$0
MARVIN STENDER	BOARD MEMBER	0.00	Director	$0	$0	$0
RENEE TORRES	BOARD MEMBER	0.15	Director	$0	$0	$0
MARK YATES	BOARD MEMBER	0.15	Director	$0	$0	$0
REBECCA ARONS	Treasurer	0.15	Officer Director	$0	$0	$0
MALEAHA BROWN	BOARD MEMBER	0.15	Director	$0	$0	$0
SUSAN CHAMPION	BOARD MEMBER	0.15	Director	$0	$0	$0
MARK TAYLOR	Secretary	0.15	Officer Director	$0	$0	$0
MEAGHAN THOMAS-KENNEDY	BOARD MEMBER	0.15	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	$3,180,385	$3,245,555	$1,614,062	$-65,170
2024	$3,267,691	$3,198,391	$1,757,142	$69,300
2023	$3,224,826	$3,445,342	$1,812,741	$-220,516
2022	$3,387,422	$3,402,939	$1,510,538	$-15,517
2021	$3,073,450	$3,001,473	$1,889,748	$71,977
2020	$3,126,994	$3,103,320	$1,814,366	$23,674
2019	$2,944,322	$2,954,981	$1,325,319	$-10,659
2018	$3,026,083	$3,005,450	$1,357,515	$20,633