ASSOCIATION OF BUSINESS TRIAL LAWYERS NORTHERN CALIFORNIA CHAPTER

EIN: 943139617

SAN MARCOS, CA

Total Revenue
$434,970
Total Expenses
$372,975
Total Assets
$500,487
Net Assets
$500,487
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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
1972
Legal Domicile
CA
Principal Officer
DANIEL ASIMOW
Phone
9255961968
Tax Period
2025-01-01 to 2025-12-31

ASSOCIATION OF BUSINESS TRIAL LAWYERS NORTHERN CALIFORNIA CHAPTER, founded in 1972, is a small nonprofit that reported $435K in total revenue in fiscal year 2025. Revenue decreased 18% compared to the prior year. Expenses of $373K left a modest 14% surplus.

Mission

TO SERVE AS A PRACTICE RESOURCE FOR BUSINESS LITIGATORS AND TO PROVIDE CONTINUING LEGAL EDUCATION.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $91,749
Program Service Revenue $331,267
Investment Income $11,954
Other Revenue $0
TOTAL REVENUE $434,970

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $372,975
TOTAL EXPENSES $372,975

Year-over-Year Comparison

2025 2024 Change
Revenue $434,970 $531,193 -0.2%
Expenses $372,975 $427,545 -0.1%
Net Income $61,995 $103,648 -0.4%
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

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Governance

Voting Members
77
Independent Members
77
Employees
N/A
Volunteers
77

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
4
$0
Total Directors
86
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL ASIMOW PRESIDENT 2.50
Officer Director
$0 $0 $0
HON ELIZABETH LAPORTE RET VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
ANNA MCLEAN TREASURER 2.50
Officer Director
$0 $0 $0
STEVE STEINBERG SECRETARY 2.40
Officer Director
$0 $0 $0
COLLEEN BAL DIRECTOR 0.25
Director
$0 $0 $0
HON LAUREL BEELER DIRECTOR 0.25
Director
$0 $0 $0
DANIEL BERGESON DIRECTOR 0.25
Director
$0 $0 $0
CAITLIN BLYTHE DIRECTOR 0.50
Director
$0 $0 $0
JOSH BORGER DIRECTOR 0.25
Director
$0 $0 $0
HON GERALD BUCHWALD RET DIRECTOR 0.25
Director
$0 $0 $0
LISA BUGNI DIRECTOR 0.25
Director
$0 $0 $0
CHANDRA ANDRADE DIRECTOR 0.25
Director
$0 $0 $0
SEAN CALLAGY DIRECTOR 0.25
Director
$0 $0 $0
MARGRET CARUSO DIRECTOR 0.50
Director
$0 $0 $0
WINSTON CHAN DIRECTOR 0.25
Director
$0 $0 $0
HON EDWARD CHEN DIRECTOR 0.25
Director
$0 $0 $0
HON VINCE CHHABRIA DIRECTOR 0.25
Director
$0 $0 $0
HON LISA CISNEROS DIRECTOR 0.25
Director
$0 $0 $0
ERIN CONNELL DIRECTOR 0.25
Director
$0 $0 $0
HON EDWARD DAVILA DIRECTOR 0.25
Director
$0 $0 $0
MEREDITH DEARBORN DIRECTOR 0.25
Director
$0 $0 $0
ELIZABETH DOOLEY DIRECTOR 0.25
Director
$0 $0 $0
ERIC FASTIFF DIRECTOR 1.00
Director
$0 $0 $0
HON BRIAN FERRALL DIRECTOR 0.25
Director
$0 $0 $0
HON NANCY FINEMAN DIRECTOR 0.25
Director
$0 $0 $0
HON ROBERT FOILES RET DIRECTOR 0.25
Director
$0 $0 $0
DEREK FORAN DIRECTOR 0.25
Director
$0 $0 $0
HON ROBERT FREEDMAN RET DIRECTOR 0.40
Director
$0 $0 $0
HON BETH FREEMAN DIRECTOR 0.25
Director
$0 $0 $0
LAURA GEIST DIRECTOR 0.50
Director
$0 $0 $0
HON HAYWOOD GILLIAM DIRECTOR 0.25
Director
$0 $0 $0
JENNIFER GOLINVEAUX DIRECTOR 0.25
Director
$0 $0 $0
HON YVONNE GONZALEZ ROGERS DIRECTOR 0.00
Director
$0 $0 $0
ALEXA HANSEN DIRECTOR 0.25
Director
$0 $0 $0
BRIAN HECKINLIVELY DIRECTOR 0.25
Director
$0 $0 $0
JOHN HEMANN DIRECTOR 0.25
Director
$0 $0 $0
GARTH HIRE DIRECTOR 0.25
Director
$0 $0 $0
HON THOMAS HIXSON DIRECTOR 0.25
Director
$0 $0 $0
LAURA HURTADO DIRECTOR 0.25
Director
$0 $0 $0
HON TERI JACKSON DIRECTOR 0.25
Director
$0 $0 $0
DAVID KIERNAN DIRECTOR 0.25
Director
$0 $0 $0
HON SALLIE KIM DIRECTOR 0.25
Director
$0 $0 $0
HON PETER KIRWAN RET DIRECTOR 0.25
Director
$0 $0 $0
HON JAMES KLEINBERG RET DIRECTOR 0.25
Director
$0 $0 $0
HON LUCY KOH DIRECTOR 0.25
Director
$0 $0 $0
AJAY KRISHNAN DIRECTOR 0.25
Director
$0 $0 $0
DIANA KRUZE DIRECTOR 0.25
Director
$0 $0 $0
MARK LEHOCKY DIRECTOR 1.00
Director
$0 $0 $0
HON RITA LIN DIRECTOR 0.25
Director
$0 $0 $0
HON PATRICIA LUCAS DIRECTOR 0.25
Director
$0 $0 $0
RANDY LUSKEY DIRECTOR 1.00
Director
$0 $0 $0
PAVEN MALHOTRA DIRECTOR 0.25
Director
$0 $0 $0
HON SOCRATES 'PETE' MANOUKIAN DIRECTOR 0.25
Director
$0 $0 $0
HON MICHAEL MARKMAN DIRECTOR 0.25
Director
$0 $0 $0
GRAYSON TREY MARSHALL DIRECTOR 0.25
Director
$0 $0 $0
HON ANNE-CHRISTINE MASSULLO DIRECTOR 0.25
Director
$0 $0 $0
LARISA MEISENHEIMER DIRECTOR 0.25
Director
$0 $0 $0
MARK MOLUMPHY DIRECTOR 0.25
Director
$0 $0 $0
AMIR NASSIHI DIRECTOR 0.25
Director
$0 $0 $0
MICHELLE PARK CHIU DIRECTOR 0.25
Director
$0 $0 $0
WARRINGTON PARKER DIRECTOR 0.25
Director
$0 $0 $0
HON VINCENT PARRETT DIRECTOR 0.25
Director
$0 $0 $0
JONATHAN PATCHEN DIRECTOR 0.25
Director
$0 $0 $0
MATTHEW PECK DIRECTOR 0.25
Director
$0 $0 $0
HON EVETTE PENNYPACKER DIRECTOR 0.25
Director
$0 $0 $0
JOHN PERNICK DIRECTOR 0.25
Director
$0 $0 $0
HON IOANA PETROU DIRECTOR 0.50
Director
$0 $0 $0
JOHN POWERS DIRECTOR 0.50
Director
$0 $0 $0
ASHOK RAMANI DIRECTOR 0.50
Director
$0 $0 $0
KAPRI SAUNDERS DIRECTOR 0.25
Director
$0 $0 $0
JOSEPH SAVERI DIRECTOR 0.50
Director
$0 $0 $0
HON JACQUELINE SCOTT CORLEY DIRECTOR 0.25
Director
$0 $0 $0
HON RICHARD SEEBORG DIRECTOR 0.25
Director
$0 $0 $0
HON MARK SIMONS DIRECTOR 0.25
Director
$0 $0 $0
HON WINIFRED SMITH RET DIRECTOR 0.10
Director
$0 $0 $0
CHRISTOPHER STESKAL DIRECTOR 0.25
Director
$0 $0 $0
STEVE SUTRO DIRECTOR 0.25
Director
$0 $0 $0
HON ALISON TUCHER DIRECTOR 0.25
Director
$0 $0 $0
NICOLE VALCO DIRECTOR 0.25
Director
$0 $0 $0
HON CHRISTINE VAN AKEN DIRECTOR 0.25
Director
$0 $0 $0
CAROLINE VAN NESS DIRECTOR 0.25
Director
$0 $0 $0
MARSHALL WALLACE DIRECTOR 0.25
Director
$0 $0 $0
HON BRIAN WALSH RET DIRECTOR 0.25
Director
$0 $0 $0
SONJA WEISSMAN DIRECTOR 0.50
Director
$0 $0 $0
LLOYD WINAWER DIRECTOR 0.25
Director
$0 $0 $0
HON THEODORE ZAYNER DIRECTOR 0.25
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 $434,970 $372,975 $500,487 $61,995
2024 $531,193 $427,545 $438,492 $103,648
2023 $330,949 $294,572 $334,844 $36,377
2022 $177,586 $178,310 $298,467 $-724
2021 $177,707 $91,650 $299,191 $86,057
2020 $195,950 $158,588 $213,134 $37,362
2019 $517,672 $484,375 $175,772 $33,297
2018 $431,359 $391,122 $142,476 $40,237
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