CALIFORNIA LAWYERS ASSOCIATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA LAWYERS ASSOCIATION (EIN 82-3116128)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-17
IRS object ID
202112299349300536
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-17T09:29:00-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271682261PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES MARTA & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1701 HOWE AVE STE E3AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95825ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823116128EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1California Lawyers AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone9165161760PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 Capitol MallAddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOna DosunmuPersonNm
Person TitleCEO & Exec. DirectorPersonTitleTxt
Signature2021-08-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLindaPersonFirstNm
Person LastGearyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames MartaPreparerPersonNm
PTINP00358520PTIN
Phone9169939494PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerOna DosunmuPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 Capitol Mall Suite 650AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,094,759GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresscalawyers.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionCLAs mission is to promote excellence, diversity and inclusion in the legal profession and fairness in access to justice and the rule of law.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee32TotalEmployeeCnt
Total Volunteers450TotalVolunteersCnt
Total Gross UBI$101,449TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$84,307NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$9,137,665PYProgramServiceRevenueAmt
CY Program Service Revenue$7,191,307CYProgramServiceRevenueAmt
PY Investment Income$131,439PYInvestmentIncomeAmt
CY Investment Income$147,774CYInvestmentIncomeAmt
PY Other Revenue$22,305PYOtherRevenueAmt
CY Other Revenue$755,678CYOtherRevenueAmt
PY Total Revenue$9,291,409PYTotalRevenueAmt
CY Total Revenue$8,094,759CYTotalRevenueAmt
PY Grants And Similar Paid$55,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$311,712CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,313,842PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,252,971CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,694,573PYOtherExpensesAmt
CY Other Expenses$3,194,814CYOtherExpensesAmt
PY Total Expenses$11,063,415PYTotalExpensesAmt
CY Total Expenses$6,759,497CYTotalExpensesAmt
PY Revenues Less Expenses-$1,772,006PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,335,262CYRevenuesLessExpensesAmt
Total Assets BOY$12,349,474TotalAssetsBOYAmt
Total Assets EOY$14,691,757TotalAssetsEOYAmt
Total Liabilities BOY$3,343,690TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,094,315TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,005,784NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,597,442NetAssetsOrFundBalancesEOYAmt
MissionCLAs mission is to promote excellence, diversity and inclusion in the legal profession and fairness in access to justice and the rule of law.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$6,083,546ExpenseAmt
Revenue$7,308,372RevenueAmt
DescCLA offers sophisticated, high-quality continuing professional education to California attorneysboth in-person and online. CLA also publishes a number of top-notch periodicals ranging from journals featuring legal scholarship to case analyses to practical tips for solo and small-firm practitioners. In addition, CLA offers its members online discussion communities and a career center.CLA engages in thoughtful and careful advocacy on issues affecting the practice of law and the administration of justice in California. Many of its substantive law sections serve as subject-matter expert resources to the legislature, the Judicial Council and others on a variety matters. CLA has launched key initiatives in the areas of: diversity, equity and inclusion; access to justice; and civic education and engagement. To advance these efforts, the Association meets with key stakeholders, analyzes existing program and policy priorities and is developing a strategic approach to filling gaps, supporting existing successful efforts with volunteer staffing and supporting a variety of programs in the laboratory of its sections. This includes convening high-level thought leaders and directing members to hands-on opportunities to directly impact their communities or areas of practice. Recently the Association also formed a health and wellness committee and anticipates programmatic growth in this area in the coming years.CLA offers Californias legal community the opportunity to make connections, learn and celebrate one another by hosting two flagship events--an Annual Meeting in the fall and a Solo and Small Firm Summit in the spring. The Association also helps connect the profession through its Office of Bar Relations, which hosts regular meetings and calls for volunteer and professional bar leaders.Desc
Total Program Service Expenses$6,083,546TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document42IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee32EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGilbert CPA'sPersonNm
Phone9166466464PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12880 Gateway Oaks Drive 100AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Ona Dosunmu
CEO & Exec. Dir40.000.00Yes (X)$311,070$0$20,274
Patricia Aileen Horan
Associate Exec. Dir40.000.00$191,733$0$12,833
Ellen Miller
Dir of SP & I40.000.00$171,943$0$21,392
Sukhtej Singh Baath
Dir of Marketing40.000.00$170,502$0$16,727
Saul Bercovitch
Dir of Govt. Affairs40.000.00$168,433$0$11,287
Kristina Marie Robledo
Operations Manager40.000.00$126,758$0$13,357
John Buelter
Section Coordinato40.000.00$113,225$0$17,265
Kevin Marsden
Senior IT Manager40.000.00$109,458$0$11,384
Paul Riehle
Representative5.000.00$0$0$0Yes (X)
Heather Benton
Representative5.000.00$0$0$0Yes (X)
Sara Rief
Representative5.000.00$0$0$0Yes (X)
Tina Cannon Leahy
Representative5.000.00$0$0$0Yes (X)
Michele Brown
Representative5.000.00$0$0$0Yes (X)
Matt Powelson
Representative5.000.00$0$0$0Yes (X)
Brian Arbetter
Representative5.000.00$0$0$0Yes (X)
Phil Horowitz
Representative5.000.00$0$0$0Yes (X)
Perry Segel
Representative5.000.00$0$0$0Yes (X)
Tom Greene
Representative5.000.00$0$0$0Yes (X)
Joshua De Larios-Heiman
Representative5.000.00$0$0$0Yes (X)
Tara Burd
Representative5.000.00$0$0$0Yes (X)
Sabrina Green
Representative5.000.00$0$0$0Yes (X)
John Hernandez
Representative5.000.00$0$0$0Yes (X)
Emilio Varanini
President5.000.00Yes (X)$0$0$0Yes (X)
Jeremy Evans
Vice President5.000.00Yes (X)$0$0$0Yes (X)
Betty Williams
Chairman5.000.00Yes (X)$0$0$0Yes (X)
Ryan Baron
Vice Chairman5.000.00Yes (X)$0$0$0Yes (X)
Uzzi Raanan
Secretary5.000.00Yes (X)$0$0$0Yes (X)
Herb Stroh
Treasurer5.000.00Yes (X)$0$0$0Yes (X)
Chip Wilkins
Immi Past Chair5.000.00$0$0$0Yes (X)
Heather Rosing
Immi Past Presi5.000.00$0$0$0Yes (X)
Linda Geery
CFO8.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,363,122TotalReportableCompFromOrgAmt
Total Other Compensation$124,519TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Documation LLC
1556 International DriveEau ClaireWI54701Printing and design$388,139
Hancock S-REIT Sacramento LLC
400 Capitol Mall Suite 670SacramentoCA95814Lease/rent$345,857
Gilbert CPAs
2880 Gateway Oaks Drive Suite 100SacramentoCA95833Accounting$309,231
CitiStreetVoya
230 Park AveNew YorkNY10169Employee benefits$251,435
California Choice Benefit Administrators
PO Box 7088OrangeCA92863Employee benefits$241,344
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Event Sponsorships900099$244,727$244,727
Membership Fees & Dues900099$5,937,949$5,937,949
Training & Events Revenue900099$1,008,631$1,008,631
FieldValueIRS element (for citing)
Total Program Service Revenue$7,191,307TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$147,774TotalRevenueColumnAmt
Exclusion$147,774ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$130,562TotalRevenueColumnAmt
Exclusion$130,562ExclusionAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtBusinessBusinessCdRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Advertising$101,449$101,449
CalBar Affinity$523,667900099$523,667
FieldValueIRS element (for citing)
Other Revenue Total$625,116OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,094,759TotalRevenueColumnAmt
Related Or Exempt Func Income$7,714,974RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$101,449UnrelatedBusinessRevenueAmt
Exclusion$278,336ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$311,712TotalAmt
Program Services$311,712ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,096,197TotalAmt
Program Services$986,575ProgramServicesAmt
Management And General$106,619ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,672,793TotalAmt
Program Services$1,505,514ProgramServicesAmt
Management And General$167,279ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$483,981TotalAmt
Program Services$435,583ProgramServicesAmt
Management And General$48,398ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$105,211TotalAmt
Program Services$94,690ProgramServicesAmt
Management And General$10,521ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$29,062TotalAmt
Program Services$26,156ProgramServicesAmt
Management And General$2,906ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$168,000TotalAmt
Program Services$151,200ProgramServicesAmt
Management And General$16,800ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$96,000TotalAmt
Program Services$86,400ProgramServicesAmt
Management And General$9,600ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$509,395TotalAmt
Program Services$458,456ProgramServicesAmt
Management And General$50,939ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$168,662TotalAmt
Program Services$151,796ProgramServicesAmt
Management And General$16,866ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$483,666TotalAmt
Program Services$435,299ProgramServicesAmt
Management And General$48,367ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,699TotalAmt
Program Services$32,129ProgramServicesAmt
Management And General$3,570ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$350,146TotalAmt
Program Services$315,131ProgramServicesAmt
Management And General$35,015ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$13,878TotalAmt
Program Services$12,490ProgramServicesAmt
Management And General$1,388ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$347,198TotalAmt
Program Services$312,478ProgramServicesAmt
Management And General$34,720ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$99,688TotalAmt
Program Services$89,719ProgramServicesAmt
Management And General$9,969ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$47,386TotalAmt
Program Services$42,647ProgramServicesAmt
Management And General$4,739ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Printing and Publications$402,327$362,094$40,233
Miscellaneous net of contr exp$213,821$192,439$21,382
Meeting Expenses$37,996$34,196$3,800
Equipment Rental$35,996$32,396$3,600

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$50,683TotalAmt
Program Services$45,615ProgramServicesAmt
Management And General$5,068ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,759,497TotalAmt
Program Services$6,114,715ProgramServicesAmt
Management And General$641,779ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,317,246BOYAmt
EOY$204,818EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,559,030BOYAmt
EOY$1,394,733EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$231,354BOYAmt
EOY$451,944EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$263,996BOYAmt
EOY$355,427EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$657,870LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$184,893LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$338,010BOYAmt
EOY$472,977EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,253,549BOYAmt
EOY$754,839EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,127,288BOYAmt
EOY$2,141,889EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,259,001BOYAmt
EOY$8,915,130EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,349,474BOYAmt
EOY$14,691,757EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$556,549BOYAmt
EOY$671,375EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,300,269BOYAmt
EOY$1,470,247EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,486,872BOYAmt
EOY$1,952,693EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,343,690BOYAmt
EOY$4,094,315EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,005,784BOYAmt
EOY$10,597,442EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,005,784BOYAmt
EOY$10,597,442EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,349,474BOYAmt
EOY$14,691,757EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,335,262ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$256,396NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd
Dues Assessments$5,741,865DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$96,000NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$96,000NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$114,837AggregateReportedDuesNtcAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$178,915OtherCostOrOtherBasisAmt
Depreciation$16,924DepreciationAmt
Book Value$161,991BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$346,000OtherCostOrOtherBasisAmt
Depreciation$80,499DepreciationAmt
Book Value$265,501BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$132,955OtherCostOrOtherBasisAmt
Depreciation$87,470DepreciationAmt
Book Value$45,485BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$472,977TotalBookValueLandBuildingsAmt
Total Book Value Securities$2,141,889TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRight of Use AssetsDesc
Book Value$1,641,813BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,915,130TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLease LiabilityDesc
Amt$1,952,693Amt
FieldValueIRS element (for citing)
Total Liability$1,952,693TotalLiabilityAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1California Lawyers FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 Capitol MallAddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Cash Grant$311,712CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
Ellen Miller
Dir of SP & I$171,943$11,096$10,296$193,335
Ona Dosunmu
CEO & Exec. Dir$311,070$8,550$11,724$331,344
Patricia Aileen Horan
Associate Exec. Dir$191,733$11,741$1,092$204,566
Saul Bercovitch
Dir of Govt. Affairs$168,433$10,195$1,092$179,720
Sukhtej Singh Baath
Dir of Marketing$170,502$10,303$6,424$187,229

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonLinda GeeryPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionCFORelationshipDescriptionTxt
Transaction$309,231TransactionAmt
TransactionAccounting/ConsultingTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part V Supplemental InformationFormAndLineReferenceDesc
Explanation(A) NAME OF PERSON: LINDA GEERY(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:CHIEF FINANCIAL OFFICER(D) DESCRIPTION OF TRANSACTION: LINDA GEERY, A SHAREHOLDER OF GILBERTCPAS, IS THE CHIEF FINANCIAL OFFICER OF CALIFORNIA LAWYERS ASSOCIATION(CLA). GILBERT CPAS PROVIDES ACCOUNTING AND CONSULTING SERVICE TO CLA.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 6: Explanation of Classes of Members or ShareholderTHE ASSOCIATION HAS A SINGLE CLASS OF MEMBERS, ALL OF WHOM ARE MEMBERS OF ONE OR MORE OF THE SECTIONSOF CLA AND/OR CYLA.
Form 990, Part VI, Line 11b: Form 990 Review ProcessA COPY OF THE FORM 990 WILL BE REVIEWED BY THE CFO, EXECUTIVE DIRECTOR BEFORE FILING. A COPY OF THE FORM 990 WILL BE MADEAVAILABLE TO THE BOARD OF REPRESENTATIVES PRIOR TO FILING.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementLAST PERFORMED IN 2018.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableUPON REQUEST

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1California Lawyers FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 Capitol Mall Suite 650AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
EIN842073168EIN
Primary ActivitiesSupport & Educate LawyersPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status509(a)(2)PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.