ORANGE 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

1901

Legal Domicile

Principal Officer

ERIC TRAUT

Phone

9494406700

Tax Period

2024-01-01 to 2024-12-31

ORANGE COUNTY BAR ASSOCIATION, founded in 1901, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. Expenses of $2.9M left a modest 9% surplus.

Mission

TO ENHANCE THE SYSTEM OF JUSTICE, THE LAWYERS WHO SERVE IT AND THE COMMUNITY SERVED BY IT.

Program Service Accomplishments

Program 1

ORANGE COUNTY LAWYER PUBLICATION:THE ASSOCIATION PRODUCES A MONTHLY MAGAZINE FOR ITS MEMBERS, O.C. LAWYER, WHICH CONTAINS ARTICLES OF INTEREST TO THE LEGAL COMMUNITY. THE O.C. LAWYER FEATURES LAW...

ORANGE COUNTY LAWYER PUBLICATION:THE ASSOCIATION PRODUCES A MONTHLY MAGAZINE FOR ITS MEMBERS, O.C. LAWYER, WHICH CONTAINS ARTICLES OF INTEREST TO THE LEGAL COMMUNITY. THE O.C. LAWYER FEATURES LAW RELATED ARTICLES AS WELL AS LAW-RELATED ACTIVITIES OF INTEREST TO ATTORNEYS IN THE COUNTY.

Program 2

CONTINUING LEGAL EDUCATION:THE ASSOCIATION OFFERS SEMINARS, WORKSHOPS AND PROGRAMS TO SPECIFICALLY AND CREATIVELY MEET THE LEGAL EDUCATION NEEDS OF MEMBERS. THE MONTHLY SECTION MEETINGS PROVIDE...

CONTINUING LEGAL EDUCATION:THE ASSOCIATION OFFERS SEMINARS, WORKSHOPS AND PROGRAMS TO SPECIFICALLY AND CREATIVELY MEET THE LEGAL EDUCATION NEEDS OF MEMBERS. THE MONTHLY SECTION MEETINGS PROVIDE ADDITIONAL EDUCATION OPPORTUNITIES FOR SECTION MEMBERS.

Program 3

LAWYER REFERRAL AND INFORMATION SERVICES:THIS PROGRAM IS SUPPORTED BY MEMBERSHIP DUES, FEES PAID BY LAWYERS PARTICIPATING IN THE SERVICE AND FEES CHARGED TO CLIENTS OF THE SERVICE. THE SERVICE...

LAWYER REFERRAL AND INFORMATION SERVICES:THIS PROGRAM IS SUPPORTED BY MEMBERSHIP DUES, FEES PAID BY LAWYERS PARTICIPATING IN THE SERVICE AND FEES CHARGED TO CLIENTS OF THE SERVICE. THE SERVICE PROVIDES LEGAL AND GENERAL INFORMATION TO THE PUBLIC, AND REFERS CLIENTS TO LAWYERS BASED UPON CLIENT'S NEEDS.

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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 $0

Program Service Revenue $2,906,693

Investment Income $112,856

Other Revenue $120,868

TOTAL REVENUE $3,140,417

Expense Breakdown

Grants Paid $14,600

Salaries & Benefits $1,323,420

Fundraising Expenses $0

Other Expenses $1,522,494

TOTAL EXPENSES $2,860,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,140,417	$2,995,137	+0.0%
Expenses	$2,860,514	$2,812,959	+0.0%
Net Income	$279,903	$182,178	+0.5%

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

$547,915

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA ZABAT-FRAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
MEI TSANG	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
SHIRIN FOROOTAN	TREASURER	2.00	Officer Director	$0	$0	$0
ERIC TRAUT	SECRETARY	2.00	Director	$0	$0	$0
MICHAEL GREGG	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN S COWHIG	DIRECTOR	2.00	Director	$0	$0	$0
CAROLINE DJANG	DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN W FONG	DIRECTOR	2.00	Director	$0	$0	$0
KELLY L GALLIGAN	DIRECTOR	2.00	Director	$0	$0	$0
JOHN P GLOWACKI	DIRECTOR	2.00	Director	$0	$0	$0
H JOSH JI	DIRECTOR	2.00	Director	$0	$0	$0
CASEY R JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL S LEBOFF	DIRECTOR	2.00	Director	$0	$0	$0
SARA C NAKADA	DIRECTOR	2.00	Director	$0	$0	$0
SHARON OH-KUBISCH	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM C O'NEILL	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDER C PAYNE	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS A PISTONE	DIRECTOR	2.00	Director	$0	$0	$0
HOWARD M PRIVETTE	DIRECTOR	2.00	Director	$0	$0	$0
ERIC J SATHER	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE BURKE SPENCER	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER L WAIER	DIRECTOR	2.00	Director	$0	$0	$0
DARRELL P WHITE	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE WHYTE	DIRECTOR	2.00	Director	$0	$0	$0
LESLEY D YOUNG	DIRECTOR	2.00	Director	$0	$0	$0
TRUDY LEVINDOFSKE	CEO / EXECUTIVE DIRECTOR	37.00	Officer	$160,026	$13,933	$173,959
DENNIS SLAUGHTER	CEO / EXECUTIVE DIRECTOR	39.00	Officer	$210,578	$17,519	$228,097
AARON CALDERON	CONTROLLER	39.00	Officer	$135,279	$10,580	$145,859

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	$3,140,417	$2,860,514	$8,093,295	$279,903
2023	$2,995,137	$2,812,959	$7,749,246	$182,178
2022	$2,916,840	$2,467,296	$7,546,827	$449,544
2021	$2,697,916	$2,155,656	$7,525,273	$542,260
2020	$2,948,714	$2,355,102	$7,089,601	$593,612
2019	$3,166,769	$2,889,629	$6,799,187	$277,140
2018	$3,057,940	$2,928,271	$6,406,063	$129,669