Civic Intelligence

Ninth Judicial Circuit Historical Society

EIN 94-2984882 • 501(c)3 • San Francisco, CA

Profile

To collect, preserve, and present to the public the history of law in the western united states and the pacific islands and to educate children and the general public about the judicial system, the rule of law, and other civic values.

95 7th StreetSan Francisco, CA 94103

www.njchs.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.02x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$119,304

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 28.6% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

64th percentile

9.9%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$851,226

Up $76,908 (+9.9%) from 2023

Liabilities

Down

$8,141

Down $36,163 (-82%) from 2023

Net Assets

Up

$843,085

Up $113,071 (+15%) from 2023

Operations
Liabilities / Revenue53rd percentileNet Margin79th percentile

Revenue

Up

$416,854

Up $77,358 (+23%) from 2023

Expenses

Up

$303,783

Up $20,488 (+7.2%) from 2023

Net Income

Up

$113,071

Up $56,870 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $386,228Liabilities 2011: $42,479Net Assets 2011: $343,7492011Assets 2012: $411,230Liabilities 2012: $48,662Net Assets 2012: $362,5682012Assets 2013: $493,629Liabilities 2013: $56,457Net Assets 2013: $437,1722013Assets 2014: $506,366Liabilities 2014: $81,928Net Assets 2014: $424,4382014Assets 2015: $429,747Liabilities 2015: $66,695Net Assets 2015: $363,0522015Assets 2016: $369,162Liabilities 2016: $45,722Net Assets 2016: $323,4402016Assets 2017: $329,668Liabilities 2017: $55,954Net Assets 2017: $273,7142017Assets 2018: $412,526Liabilities 2018: $71,840Net Assets 2018: $340,6862018Assets 2019: $404,849Liabilities 2019: $12,380Net Assets 2019: $392,4692019Assets 2020: $508,016Liabilities 2020: $16,861Net Assets 2020: $491,1552020Assets 2021: $650,538Liabilities 2021: $10,174Net Assets 2021: $640,3642021Assets 2022: $700,421Liabilities 2022: $23,733Net Assets 2022: $676,6882022Assets 2023: $774,318Liabilities 2023: $44,304Net Assets 2023: $730,0142023Assets 2024: $851,226Liabilities 2024: $8,141Net Assets 2024: $843,0852024

Highlighted filing

2024

Assets$851,226
Liabilities$8,141
Net Assets$843,085
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $205,2252011Expenses 2012: $199,3642012Expenses 2013: $213,5942013Revenue 2014: $259,537Expenses 2014: $272,271Net Income 2014: -$12,7342014Revenue 2015: $238,880Expenses 2015: $300,266Net Income 2015: -$61,3862015Revenue 2016: $183,949Expenses 2016: $223,561Net Income 2016: -$39,6122016Revenue 2017: $232,750Expenses 2017: $282,476Net Income 2017: -$49,7262017Revenue 2018: $317,939Expenses 2018: $256,872Net Income 2018: $61,0672018Revenue 2019: $266,518Expenses 2019: $266,305Net Income 2019: $2132019Revenue 2020: $288,396Expenses 2020: $190,678Net Income 2020: $97,7182020Revenue 2021: $392,612Expenses 2021: $239,853Net Income 2021: $152,7592021Revenue 2022: $298,065Expenses 2022: $247,105Net Income 2022: $50,9602022Revenue 2023: $339,496Expenses 2023: $283,295Net Income 2023: $56,2012023Revenue 2024: $416,854Expenses 2024: $303,783Net Income 2024: $113,0712024

Highlighted filing

2024

Revenue$416,854
Expenses$303,783
Net Income$113,071
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$851,226
Liabilities
$8,141
Net assets
$843,085
Revenue
$416,854
Expenses
$303,783
Net income
$113,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.51$0.08$8.43$4.17$3.04$1.13
2023Summary only. Only limited summary data is available for this year.$7.74$0.44$7.30$3.39$2.83$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.00$0.24$6.77$2.98$2.47$0.51
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.51$0.10$6.40$3.93$2.40$1.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.17$4.91$2.88$1.91$0.98
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.12$3.92$2.67$2.66$0.00
2018Summary only. Only limited summary data is available for this year.$4.13$0.72$3.41$3.18$2.57$0.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.56$2.74$2.33$2.82$0.50
2016Detailed filing. Detailed filing data is available for this year.$3.69$0.46$3.23$1.84$2.24$0.40
2015Detailed filing. Detailed filing data is available for this year.$4.30$0.67$3.63$2.39$3.00$0.61
2014Detailed filing. Detailed filing data is available for this year.$5.06$0.82$4.24$2.60$2.72$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$0.56$4.37$2.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$0.49$3.63$1.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.42$3.44$2.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$334,127
Mission and Program Overview

Mission

Collect, preserve, and present to the public the history of law in the western United States and the Pacific Islands and to educate children and the general public about the judicial system, the rule of law, and other civic values.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$645,047$695,550▲ $50,503
Prepaid Expenses and Deferred Charges$4,116$3,282▼ $834
Accounts Receivable$1,375$908▼ $467
Land, Buildings, and Equipment, Net-$681-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$650,538$700,421▲ $49,883
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$10,174$23,733▲ $13,559
Total Liabilities$10,174$23,733▲ $13,559
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$584,201$623,722▲ $39,521
Net Assets With Donor Restrictions$56,163$52,966▼ $3,197
Total Net Assets Fund Balance$640,364$676,688▲ $36,324
Total Liabilities and Net Assets / Fund Balance$650,538$700,421▲ $49,883

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$681$3,531$4,212
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robyn LipskyExecutive DirectorFT$127,500$127,500

Board Members and Trustees

NameTitle
Deb Kristensen Grasham EsqChairman
Sonia Martin EsqVice-Chair
Cynthia Jones EsqDirector
Dale A Danneman EsqDirector
David Casey Jr EsqDirector
David Steuer EsqDirector
Dean Ziehl EsqDirector
Gail Migdal Title EsqDirector
Gareth Evans EsqDirector
George Brewster EsqDirector
Heather Richardson EsqDirector
Hon Christina SnyderDirector
Hon David CarterDirector
Hon M Margaret McKeownDirector
Hon Marsha BerzonDirector
Hon Mary MurguiaDirector
Hon Mary SchroederDirector
Hon Michael Daly HawkinsDirector
Hon Milan D Smith JrDirector
Hon Richard CliftonDirector
Hon Sidney ThomasDirector
Hon Stanley BastianDirector
Hon Virginia PhillipsDirector
Hon William Orrick IIIDirector
Jeffrey Fisher EsqDirector
John Carson EsqDirector
Kathleen O'Sullivan EsqDirector
Kiry GrayDirector
Lilian Tsai EsqDirector
Marc Seltzer EsqDirector
Margaret Foley EsqDirector
Paul Friedman EsqDirector
Rachel Lee EsqDirector
Rita Haeusler EsqDirector
Rob Pfister EsqDirector
Robert Fairbank EsqDirector
Ron Maroko EsqDirector
Ryan Bounds EsqDirector
Seth Aronson EsqDirector
Corey WeberSecretary
Jeff Portnoy EsqTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$244,391
Program Service Revenue
$4,574
Investment Income
$1,775
Other Revenue
$47,325
All Other Contributions
$70,016
Change in Net Assets
$50,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$188,256
Other Expenses$58,849
Total Fundraising Expense$12,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$95,625$25,500$6,375$127,500
Other Salaries and Wages$33,026$8,807$2,202$44,035
Fees for Services Accounting$14,670$3,912$978$19,560
Fees for Services Other$13,500$3,600$900$18,000
Payroll Taxes$12,541$3,344$836$16,721
Conferences and Meetings$3,892$1,038$259$5,189
Travel$3,051--$3,051
Insurance$2,248$599$150$2,997
All Other Expenses$1,125$214$54$1,393
Advertising$906$242$60$1,208
Other Expenses$770$619$155$770
Office Expenses$555$148$37$740
Depreciation Depletion$102$27$7$136
Total Functional Expenses$187,042$48,050$12,013$247,105
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$83,180
Fundraising Direct Expenses$36,062
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$74,713$74,713$8,309$66,404
Trivia Nite$8,467$8,467$3,131$5,336
Total Events$83,180$83,180$36,062$47,118
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed and approved by the director before being passed on to the entire Board for approval.”

Form 990, Part VI, Section C, Line 18

“The form 990 is also available at guidestar.org.”

Form 990, Part VI, Section C, Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Ninth Judicial Circuit Historical
EIN
94-2984882
Phone
4157570286
Address
95 7th Street, San Francisco, CA 94103

Signing Officer

Name
Robyn Lipsky
Title
Executive Director
Signed
2023-11-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Rita Haeusler Esq
Formed
1985
Legal Domicile
CA
Voting Board Members
42
Independent Board Members
38
Employees
3

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Erik Satow
Phone
4159830200
Raw XML AppendixShowing 400 of 752 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt0908
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Collect, preserve, and present to the public the history of law in the western United States.
IRS990/AdvertisingGrp/FundraisingAmt060
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0242
IRS990/AdvertisingGrp/ProgramServicesAmt0906
IRS990/AdvertisingGrp/TotalAmt01208
IRS990/AllOtherContributionsAmt070016
IRS990/AllOtherExpensesGrp/FundraisingAmt054
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0214
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01125
IRS990/AllOtherExpensesGrp/TotalAmt01393
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Robyn Lipsky
IRS990/BooksInCareOfDetail/PhoneNum04157570286
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt095 7th Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094103
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0645047
IRS990/CashNonInterestBearingGrp/EOYAmt0695550
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt06375
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025500
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt095625
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0127500
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0259
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01038
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03892
IRS990/ConferencesMeetingsGrp/TotalAmt05189
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0244391
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01775
IRS990/CYOtherExpensesAmt058849
IRS990/CYOtherRevenueAmt047325
IRS990/CYProgramServiceRevenueAmt04574
IRS990/CYRevenuesLessExpensesAmt050960
IRS990/CYSalariesCompEmpBnftPaidAmt0188256
IRS990/CYTotalExpensesAmt0247105
IRS990/CYTotalFundraisingExpenseAmt012013
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0298065
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt07
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt027
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0102
IRS990/DepreciationDepletionGrp/TotalAmt0136
IRS990/Desc0Creation of traveling exhibits; extensive educational programming throughout the circuit; planning and preparation of Issue of Society Journal, Western Legal History.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt056163
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt052966
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0187042
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0978
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03912
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt014670
IRS990/FeesForServicesAccountingGrp/TotalAmt019560
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt0900
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03600
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt013500
IRS990/FeesForServicesOtherGrp/TotalAmt018000
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
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IRS990/Form990PartVIISectionAGrp/PersonNm1Hon Stanley Bastian
IRS990/Form990PartVIISectionAGrp/PersonNm2Hon Marsha Berzon
IRS990/Form990PartVIISectionAGrp/PersonNm3Hon David Carter
IRS990/Form990PartVIISectionAGrp/PersonNm4Hon Richard Clifton
IRS990/Form990PartVIISectionAGrp/PersonNm5Hon Michael Daly Hawkins
IRS990/Form990PartVIISectionAGrp/PersonNm6Hon M Margaret McKeown
IRS990/Form990PartVIISectionAGrp/PersonNm7Hon Mary Murguia
IRS990/Form990PartVIISectionAGrp/PersonNm8Hon William Orrick III
IRS990/Form990PartVIISectionAGrp/PersonNm9Hon Virginia Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm10Hon Mary Schroeder
IRS990/Form990PartVIISectionAGrp/PersonNm11Hon Milan D Smith Jr
IRS990/Form990PartVIISectionAGrp/PersonNm12Hon Christina Snyder
IRS990/Form990PartVIISectionAGrp/PersonNm13Hon Sidney Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm14Seth Aronson Esq
IRS990/Form990PartVIISectionAGrp/PersonNm15Ryan Bounds Esq
IRS990/Form990PartVIISectionAGrp/PersonNm16John Carson Esq
IRS990/Form990PartVIISectionAGrp/PersonNm17David Casey Jr Esq
IRS990/Form990PartVIISectionAGrp/PersonNm18Dale A Danneman Esq
IRS990/Form990PartVIISectionAGrp/PersonNm19Gareth Evans Esq
IRS990/Form990PartVIISectionAGrp/PersonNm20Robert Fairbank Esq
IRS990/Form990PartVIISectionAGrp/PersonNm21Jeffrey Fisher Esq
IRS990/Form990PartVIISectionAGrp/PersonNm22Margaret Foley Esq
IRS990/Form990PartVIISectionAGrp/PersonNm23George Brewster Esq
IRS990/Form990PartVIISectionAGrp/PersonNm24Kiry Gray
IRS990/Form990PartVIISectionAGrp/PersonNm25Rachel Lee Esq
IRS990/Form990PartVIISectionAGrp/PersonNm26Paul Friedman Esq
IRS990/Form990PartVIISectionAGrp/PersonNm27Cynthia Jones Esq
IRS990/Form990PartVIISectionAGrp/PersonNm28Ron Maroko Esq
IRS990/Form990PartVIISectionAGrp/PersonNm29Heather Richardson Esq
IRS990/Form990PartVIISectionAGrp/PersonNm30Marc Seltzer Esq
IRS990/Form990PartVIISectionAGrp/PersonNm31Gail Migdal Title Esq
IRS990/Form990PartVIISectionAGrp/PersonNm32Dean Ziehl Esq
IRS990/Form990PartVIISectionAGrp/PersonNm33Rita Haeusler Esq
IRS990/Form990PartVIISectionAGrp/PersonNm34Deb Kristensen Grasham Esq
IRS990/Form990PartVIISectionAGrp/PersonNm35Sonia Martin Esq
IRS990/Form990PartVIISectionAGrp/PersonNm36Jeff Portnoy Esq
IRS990/Form990PartVIISectionAGrp/PersonNm37Corey Weber
IRS990/Form990PartVIISectionAGrp/PersonNm38Kathleen O'Sullivan Esq
IRS990/Form990PartVIISectionAGrp/PersonNm39Rob Pfister Esq
IRS990/Form990PartVIISectionAGrp/PersonNm40David Steuer Esq
IRS990/Form990PartVIISectionAGrp/PersonNm41Lilian Tsai Esq
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