ORANGE COUNTY TRIAL LAWYERS ASSOCIATION (EIN 952925287) - 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

1963

Legal Domicile

Principal Officer

WHITNEY D BERTCH

Phone

9499169577

Tax Period

2023-01-01 to 2023-12-31

ORANGE COUNTY TRIAL LAWYERS ASSOCIATION, founded in 1963, is a small nonprofit that reported $798K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

PROFESSIONAL CONTINUING EDUCATION AND LEGAL TRADE ASSOCIATION WHICH ATTEMPTS TO IMPROVE THE QUALITY OF LEGAL REPRESENTATION BY EDUCATING TRIAL LAWYERS AND OTHER LEGAL PROFESSIONALS.

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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 $173,440

Program Service Revenue $585,513

Investment Income $247

Other Revenue $38,582

TOTAL REVENUE $797,782

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $240,618

Fundraising Expenses $0

Other Expenses $577,331

TOTAL EXPENSES $822,949

Year-over-Year Comparison

	2023	2022	Change
Revenue	$797,782	$737,628	+0.1%
Expenses	$822,949	$666,234	+0.2%
Net Income	$-25,167	$71,394	-1.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN DWORK	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
AARON T HICKS	1ST VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
CYNTHIA A CRAIG	EX-OFFICIO BOARD	4.00	Officer Director	$0	$0	$0
DOUG VANDERPOOL	IMMEDIATE PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
ALAIN KINALY	BOARD MEMBER	1.00	Director	$0	$0	$0
BENJAMIN IKUTA	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKE BOVE	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
MICHAEL BERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM ANTUNOVICH	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON ARGOS	PARLIAMENTARIAN	1.00	Officer Director	$0	$0	$0
DARREN CAMPBELL	BOARD MEMBER	1.00	Director	$0	$0	$0
NICHOLAS KOHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL JEANDRON	SECRETARY	4.00	Officer Director	$0	$0	$0
DAVID BLAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSEY AITKEN CAMPBELL	PRESIDENT	4.00	Officer Director	$0	$0	$0
JONATHAN MICHAELS	BOARD MEMBER	1.00	Director	$0	$0	$0
GARRETT CHAMBERS	TREASURER	4.00	Officer Director	$0	$0	$0
WHITNEY D BERTCH	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
GEOFF RILL	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARE LUCICH	2ND VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
ALLEGRA RINEER	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWIN HONG	BOARD MEMBER	1.00	Director	$0	$0	$0
FARNAZ SALESSI	BOARD MEMBER	1.00	Director	$0	$0	$0
MOHAMED ELDESSOUKY	BOARD MEMBER	1.00	Director	$0	$0	$0
ATTICUS WEGMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET THORNTON	EXECUTIVE DIRECTOR	41.00	Highest	$143,761	$5,500	$149,261

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
2023	$797,782	$822,949	$376,885	$-25,167
2022	$737,628	$666,234	$401,648	$71,394
2021	$592,093	$560,801	$322,516	$31,292
2020	$412,407	$419,106	$291,224	$-6,699
2019	$602,038	$591,652	$297,923	$10,386
2018	$667,429	$626,880	$287,537	$40,549

ORANGE COUNTY TRIAL LAWYERS ASSOCIATION