CALIFORNIA SUPREME COURT HISTORICAL SOCIETY (EIN 943111428) - 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

2008

Legal Domicile

Principal Officer

WALTER SHJEFLO

Phone

5592286140

Tax Period

2023-07-01 to 2024-06-30

CALIFORNIA SUPREME COURT HISTORICAL SOCIETY, founded in 2008, is a small nonprofit that reported $218K in total revenue in fiscal year 2023. The organization ran a surplus of $69K, a strong 32% operating margin.

Mission

TO PRESERVE, AND PROMOTE THE PUBLIC UNDERSTANDING OF, CALIFORNIA'S LEGAL AND JUDICIAL HISTORY WITH PARTICULAR EMPHASIS ON THE CALIFORNIA SUPREME COURT.

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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 $169,350

Program Service Revenue $24,275

Investment Income $23,737

Other Revenue $911

TOTAL REVENUE $218,273

Expense Breakdown

Grants Paid $8,500

Salaries & Benefits $0

Fundraising Expenses $515

Program Expenses $90,153

Other Expenses $140,875

TOTAL EXPENSES $149,375

Year-over-Year Comparison

	2023	2022	Change
Revenue	$218,273	$205,682	+0.1%
Expenses	$149,375	$143,533	+0.0%
Net Income	$68,898	$62,149	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE ABELE	Director	1.00	Director	$0	$0	$0
JOHN S CARAGOZIAN	Director	1.00	Director	$0	$0	$0
MING CHIN	Director	1.00	Director	$0	$0	$0
JOHN BURNS	Director	1.00	Director	$0	$0	$0
JOYCE COOK	Director	1.00	Director	$0	$0	$0
JAKE DEAR	Director	1.00	Director	$0	$0	$0
FRED ALVAREZ	Director	1.00	Director	$0	$0	$0
PATRICIA GUERRERO	Chairperson	1.00	Officer Director	$0	$0	$0
STUART BANNER	Director	1.00	Director	$0	$0	$0
GEORGE S HOWARD JR	Director	1.00	Director	$0	$0	$0
MITCHELL KEITER	Director	1.00	Director	$0	$0	$0
MARGARET GRIGNON	Director	1.00	Director	$0	$0	$0
JOSHUA GROBAN	Director	1.00	Director	$0	$0	$0
BARRY GOODE	Vice President	1.00	Officer Director	$0	$0	$0
SARAH BARRINGER GORDON	Director	1.00	Director	$0	$0	$0
DAVID ETTINGER	Director	1.00	Director	$0	$0	$0
DAVID MCFADDEN	Director	1.00	Director	$0	$0	$0
DANIEL KOLKEY	President	1.00	Officer Director	$0	$0	$0
EDWARD RENWICK	Director	1.00	Director	$0	$0	$0
KATHLEEN BUTZ	Director	1.00	Director	$0	$0	$0
JORGE NAVARRETE	Director	1.00	Director	$0	$0	$0
MOLLY SELVIN	Director	1.00	Director	$0	$0	$0
JAMES SHEKOYAN	Director	1.00	Director	$0	$0	$0
RICHARD RAHM	Imm Past Presid	1.00	Officer Director	$0	$0	$0
SELMA MOIDEL SMITH	Director	1.00	Director	$0	$0	$0
HARRY SCHEIBER	Director	1.00	Director	$0	$0	$0
BEN HORWICH	Director	1.00	Director	$0	$0	$0
ROBERT WOLFE	Director	1.00	Director	$0	$0	$0
LAURA KALMAN	Director	1.00	Director	$0	$0	$0
JOSE CHAIREZ	Secretary	1.00	Officer Director	$0	$0	$0
TERRY JACKSON	Director	1.00	Director	$0	$0	$0
GEORGE NICHOLSON	Director	1.00	Director	$0	$0	$0
JOHN R WIERZBICKI	Director	1.00	Director	$0	$0	$0
GERARDO SANDOVAL	Director	1.00	Director	$0	$0	$0
WALTER SHJEFLO	Treasurer	1.00	Officer 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	$51,054	$78,802	$709,928	$-27,748
2024	$218,273	$149,375	$737,676	$68,898
2023	$205,682	$143,533	$668,778	$62,149
2022	$222,152	$164,568	$606,647	$57,584
2021	$160,216	$130,902	$549,060	$29,314
2020	$144,122	$145,974	$519,737	$-1,852
2019	$156,469	$154,320	$521,601	$2,149
2018	$139,505	$124,340	$519,443	$15,165

CALIFORNIA SUPREME COURT HISTORICAL SOCIETY