Ninth Judicial Circuit Historical Society (EIN 942984882) - 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

1985

Legal Domicile

Principal Officer

Rita Haeusler Esq

Phone

4157570286

Tax Period

2023-01-01 to 2023-12-31

Ninth Judicial Circuit Historical Society, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $339K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $56K, a strong 17% operating margin.

Mission

Collect, preserve, and present to the public the history of law in the western United States.

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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 $275,424

Program Service Revenue $11,050

Investment Income $1,284

Other Revenue $51,738

TOTAL REVENUE $339,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $222,803

Fundraising Expenses $13,940

Program Expenses $213,595

Other Expenses $60,492

TOTAL EXPENSES $283,295

Year-over-Year Comparison

	2023	2022	Change
Revenue	$339,496	$298,065	+0.1%
Expenses	$283,295	$247,105	+0.1%
Net Income	$56,201	$50,960	+0.1%

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

N/A

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

$152,042

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robyn Lipsky	Executive Dir.	40.00	Officer	$152,042	$0	$152,042
Hon Stanley Bastian	Director	1.00	Director	$0	$0	$0
Hon Marsha Berzon	Director	1.00	Director	$0	$0	$0
Hon David Carter	Director	1.00	Director	$0	$0	$0
Hon Richard Clifton	Director	1.00	Director	$0	$0	$0
Hon Michael Daly Hawkins	Director	1.00	Director	$0	$0	$0
Hon M Margaret McKeown	Director	1.00	Director	$0	$0	$0
Hon Mary Murguia	Director	1.00	Director	$0	$0	$0
Hon William Orrick III	Director	1.00	Director	$0	$0	$0
Hon Virginia Phillips	Director	1.00	Director	$0	$0	$0
Hon Mary Schroeder	Director	1.00	Director	$0	$0	$0
Hon Milan D Smith Jr	Director	1.00	Director	$0	$0	$0
Hon Christina Snyder	Director	1.00	Director	$0	$0	$0
Hon Sidney Thomas	Director	1.00	Director	$0	$0	$0
Seth Aronson Esq	Director	1.00	Director	$0	$0	$0
Ryan Bounds Esq	Director	1.00	Director	$0	$0	$0
John Carson Esq	Director	1.00	Director	$0	$0	$0
David Casey Jr Esq	Director	1.00	Director	$0	$0	$0
Dale A Danneman Esq	Director	1.00	Director	$0	$0	$0
Gareth Evans Esq	Director	1.00	Director	$0	$0	$0
Robert Fairbank Esq	Director	1.00	Director	$0	$0	$0
Jeffrey Fisher Esq	Director	1.00	Director	$0	$0	$0
Margaret Foley Esq	Director	1.00	Director	$0	$0	$0
George Brewster Esq	Director	1.00	Director	$0	$0	$0
Kiry Gray	Director	1.00	Director	$0	$0	$0
Rachel Lee Esq	Director	1.00	Director	$0	$0	$0
Paul Friedman Esq	Director	1.00	Director	$0	$0	$0
Cynthia Jones Esq	Director	1.00	Director	$0	$0	$0
Ron Maroko Esq	Director	1.00	Director	$0	$0	$0
Heather Richardson Esq	Director	1.00	Director	$0	$0	$0
Marc Seltzer Esq	Director	1.00	Director	$0	$0	$0
Gail Migdal Title Esq	Director	1.00	Director	$0	$0	$0
Dean Ziehl Esq	Director	1.00	Director	$0	$0	$0
Rita Haeusler Esq	Director	1.00	Director	$0	$0	$0
Deb Kristensen Grasham Esq	Chairman	1.00	Officer Director	$0	$0	$0
Sonia Martin Esq	Vice-Chair	1.00	Officer Director	$0	$0	$0
Jeff Portnoy Esq	Treasurer	1.00	Officer Director	$0	$0	$0
Corey Weber	Secretary	1.00	Officer Director	$0	$0	$0
Kathleen O'Sullivan Esq	Director	1.00	Director	$0	$0	$0
Rob Pfister Esq	Director	1.00	Director	$0	$0	$0
David Steuer Esq	Director	1.00	Director	$0	$0	$0
Lilian Tsai Esq	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	$339,496	$283,295	$774,318	$56,201
2022	$298,065	$247,105	$700,421	$50,960
2021	$392,612	$239,853	$650,538	$152,759
2020	$288,396	$190,678	$508,016	$97,718
2019	$266,518	$266,305	$404,849	$213

Ninth Judicial Circuit Historical Society