2019-11-13T12:23:56-06:00 2018-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2018-01-01 823116128 CALIFORNIA LAWYERS ASSOCIATION CALI 9165161760 400 CAPITOL MALL NO 650 SACRAMENTO CA 95814 ONA ALSTON DOSUNMU EXECUTIVE DIRECTOR 9165161760 2019-10-30 1 LINDA D GEERY P00364484 9166466464 2019-10-30 207.231.71.251 2019-10-30 11:00:21 PD P 08FFCAFBD4B537562C5EDF803C60B0709196F1C2 08FFCAFBD4B537562C5EDF803C60B0709196F1C2 2018 2020-03-31 21:24:44Z X ONA ALSTON DOSUNMU 400 CAPITOL MALL NO 650 SACRAMENTO CA 95814 17850242 0 X CALAWYERS.ORG X 2017 CA PROMOTING EXCELLENCE, DIVERSITY AND INCLUSION IN THE LEGAL PROFESSION AND FAIRNESS IN THE ADMINISTRATION OF JUSTICE AND THE RULE OF LAW. 17 17 4 450 0 0 500000 8299895 0 8838201 37 50281 0 661865 500037 17850242 0 52000 0 0 0 1313658 0 0 0 5004 6857836 5004 8223494 495033 9626748 495033 10660107 0 522668 495033 10137439 X CLA'S MISSION IS TO PROMOTE EXCELLENCE, DIVERSITY AND INCLUSION IN THE LEGAL PROFESSION AND FAIRNESS IN ACCESS TO JUSTICE AND THE RULE OF LAW. 0 0 THE CALIFORNIA LAWYERS ASSOCIATION (CLA) IS A MEMBER-DRIVEN, MISSION-FOCUSED ORGANIZATION DEDICATED TO THE PROFESSIONAL ADVANCEMENT OF ATTORNEYS PRACTICING IN THE STATE OF CALIFORNIA. CLA IS THE STATEWIDE, VOLUNTARY BAR ASSOCIATION FOR ALL CALIFORNIA LAWYERS. CLA OFFERS ITS MEMBERS UNPARALLELED CONTINUING LEGAL EDUCATION, THE CHANCE TO DEVELOP AN INCREDIBLE STATEWIDE NETWORK OF RELATIONSHIPS, ADVOCACY ON MATTERS CRITICALLY IMPORTANT TO THE PROFESSION, AND OPPORTUNITIES FOR STATEWIDE PROFESSIONAL VISIBILITY AND LEADERSHIP. THE ASSOCIATION IS COMPRISED OF MANY COMMITTEES, THE CALIFORNIA YOUNG LAWYERS ASSOCIATION AND THE 16 SUBSTANTIVE LAW SECTIONS THAT WERE PREVIOUSLY PART OF THE STATE BAR OF CALIFORNIA. IN ADDITION, THE ASSOCIATION CARRIES OUT KEY INITIATIVES IN SUPPORT OF ITS MISSION IN THE AREAS OF DIVERSITY, EQUITY AND INCLUSION; ACCESS TO JUSTICE; AND CIVIC ENGAGEMENT AND EDUCATION. CLA'S MISSION IS TO PROMOTE EXCELLENCE, DIVERSITY AND INCLUSION IN THE LEGAL PROFESSION AND FAIRNESS IN ACCESS TO JUSTICE AND THE RULE OF LAW. CREATED BY THE CALIFORNIA STATE LEGISLATURE, THE 501(C)(6) PROFESSIONAL ASSOCIATION WAS LAUNCHED IN JANUARY OF 2018. CLA OFFERS SOPHISTICATED AND HIGH-QUALITY CONTINUING EDUCATIONAL OPPORTUNITIES TO CALIFORNIA ATTORNEYS-BOTH IN-PERSON AND ONLINE. THE EDUCATIONAL OFFERINGS DELIVERED THROUGH THE SECTIONS ARE SUPPLEMENTED WITH ASSOCIATION-WIDE PROGRAMING--MOST NOTABLY IN THE ETHICS ARENA. 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 THREE KEY INITIATIVES IN THE AREAS OF: DIVERSITY, EQUITY AND INCLUSION; ACCESS TO JUSTICE; AND CIVIC EDUCATION AD 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. CLA OFFERS CALIFORNIA'S LEGAL COMMUNITY THE OPPORTUNITY TO MAKE CONNECTIONS, GET EDUCATED 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. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 26 0 1 4 1 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 1 1 0 CA X GILBERT CPAS 9166466464 2880 GATEWAY OAKS DRIVE SUITE 100 SACRAMENTO CA 95833 HEATHER ROSING PRESIDENT 20.00 X 0 0 0 EMILIO VARANINI VICE PRESIDENT 5.00 X 0 0 0 LINDA GEERY CHIEF FINANCIAL OFFICER 10.00 X 0 0 0 JAMES P HILL CHAIR 20.00 X 0 0 0 HOWARD WILKINS VICE CHAIR 5.00 X 0 0 0 JEREMY EVANS SECRETARY 5.00 X 0 0 0 BETTY WILLIAMS TREASURER 5.00 X 0 0 0 PAUL RIEHLE REPRESENTATIVE 3.00 X 0 0 0 HEATHER BENTON REPRESENTATIVE 3.00 X 0 0 0 SARA RIEF REPRESENTATIVE 3.00 X 0 0 0 MICHELE BROWN REPRESENTATIVE 3.00 X 0 0 0 MATT POWELSON REPRESENTATIVE 3.00 X 0 0 0 BRIAN ARBETTER REPRESENTATIVE 3.00 X 0 0 0 PHIL HOROWITZ REPRESENTATIVE 3.00 X 0 0 0 PERRY SEGAL REPRESENTATIVE 3.00 X 0 0 0 GEORGE WAILES REPRESENTATIVE 3.00 X 0 0 0 RYAN BARON REPRESENTATIVE 3.00 X 0 0 0 RINAT ERLICH REPRESENTATIVE 3.00 X 0 0 0 HERB STROH REPRESENTATIVE 3.00 X 0 0 0 KENNY SHEPPARD REPRESENTATIVE 3.00 X 0 0 0 PAM WILSON INTERIM EXECUTIVE DIRECTOR 40.00 X 195000 0 0 195000 0 0 1 0 1 0 GILBERT CPAS 2880 GATEWAY OAKS DRIVE SUITE 100 SACRAMENTO CA 95833 CONSULTING & ACCOUNTING SERVICES 223459 NEWSOM ASSOCIATES LLC 105 RIVERLOOK LANE PIEDMONT SC 29673 I/T SERVICES 165903 2 2628 8297267 8299895 MEMBERSHIP DUES 900099 5982531 5982531 CONFERENCES 900099 1809006 1809006 ONLINE CLE 900099 1006072 1006072 PUBLICATION 900099 40592 40592 8838201 50281 50281 500000 500000 OTHER NONDUES REVENUE 900099 161865 161865 161865 17850242 8959474 0 590873 22500 29500 195000 1097034 21624 112002 223459 96000 519592 55871 248443 53394 225935 1225608 2046993 8476 45313 CONTRACTED LABOR 740091 PRINTING & POSTAGE 489000 TRANSITION EXPENSES 305232 EQUIPMENT RENTAL 233959 228468 8223494 111526 2778522 300037 7365951 313351 24564 50825 136274 8476 41674 127798 17232 23660 495033 10660107 522668 0 522668 X 495033 10137439 495033 10137439 495033 10660107 9626748 15658 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 5982531 96000 96000 119651 -23651 136274 8476 127798 127798 1 LEGAL AID AT WORK ATTN CHRISTOPHER HO 180 MONTGOMERY STREET SUITE 600 SAN FRANCISCO CA 94104 942783401 501(C)(3) 5000 EDUCATIONAL AND OUTREACH PROGRAM BET TZEDECK LEGAL SERVICES AND MAINTENANCE COOPERATION TRUST FUND ATTN DANA HADL 3250 WILSHIRE BLVD 13TH FL LOS ANGELES CA 90010 237304205 501(C)(3) 7500 EDUCATIONAL AND OUTREACH PROGRAM CENTER FOR WORKER'S RIGHTS ATTN DANIELA URBAN 2741 FRUITRIDGE ROAD SUITE 5 SACRAMENTO CA 95820 465613782 501(C)(3) 5000 EDUCATIONAL AND OUTREACH PROGRAM EQUAL RIGHTS ADVOCATES ATTN NOREEN FARRELL 1170 MARKET STREET SUITE 700 SAN FRANCISCO CA 94102 237217027 501(C)(3) 5000 EDUCATIONAL AND OUTREACH PROGRAM 4 4 FELLOWSHIP STIPEND 20 29500 FELLOWSHIP STIPEND PART I, LINE 2: GRANT APPLICATIONS ARE DUE BY JUNE 15 OF EACH YEAR. WITHIN 30 DAYS OF THE COMPLETION OF THE PROGRAM, A FINAL FISCAL REPORT WITH THE ACCOUNTING OF HOW THE GRANT MONEY WAS SPENT MUST BE PROVIDED TO THE GRANTS COMMITTEE AND L&E SECTION. GRANT RECIPIENTS MUST ALLOW THE L&E SECTIONS EXECUTIVE COMMITTEE THE RIGHT TO AUDIT THEIR BOOKS AND RECORDS CONCERNING THE EXPENDITURE OF THE GRANT AND ALLOW ONE REPRESENTATIVE OF THE EXECUTIVE COMMITTEE TO BE SENT TO MONITOR THE PROGRAM. ANY GRANT FUNDS PROVIDED THAT ARE NOT SPENT ON THE PROGRAM MUST BE PAID BACK. X X X X X 0 0 0 PAM WILSON INTERIM EXECUTIVE DIRECTOR 195000 0 0 0 0 0 0 0 0 0 195000 0 0 0 LINDA GEERY CHIEF FINANCIAL OFFICER 223459 LINDA GEERY, A SHAREHOLDER OF GILBERT CPAS, IS THE CHIEF FINANCIAL OFFICER OF CALIFORNIA LAWYERS ASSOCIATION (CLA). GILBERT CPAS PROVIDES ACCOUNTING AND CONSULTING SERVICE TO CLA. 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS A SINGLE CLASS OF MEMBERS, CURRENTLY NUMBERING APPRXIMATELY 60,000, ALL OF WHOM ARE MEMBERS OF ONE OR MORE OF THE SECTIONS OF CLA AND/OR CYLA. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE REVIEWED BY THE CFO, EXECUTIVE DIRECTOR AND AUDIT COMMITTEE BEFORE FILING. A COPY OF THE FORM 990 WILL BE MADE AVAILABLE TO THE BOARD OF REPRESENTATIVES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 THE NEWLY FORMED ORGANIZATION IS IN THE PROCESS OF DEVELOPING AND ADOPTING BEST PRACTICE POLICIES. FORM 990, PART VI, SECTION B, LINE 15 LAST PERFORMED IN 2018. FORM 990, PART VI, SECTION C, LINE 18 LINDA GEERY IS THE CFO OF CALIFORNIA LAWYERS ASSOCIATION (CLA) AND AN OFFICER OF GILBERT CPAS. GILBERT CPAS IS THE COMPANY THAT HANDLES THE OUTSOURCED ACCOUNTING FUNCTIONS OF CLA. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST