CALIFORNIA LAWYERS ASSOCIATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA LAWYERS ASSOCIATION (EIN 82-3116128)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202513219349326071
Schema version
2024v5.2
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)
Return2025-11-17T17:22:18-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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 Mall 650AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChris NguyenPersonNm
Person TitleCEOPersonTitleTxt
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames MartaPreparerPersonNm
PTINP00358520PTIN
Phone9169994180PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerChris NguyenPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 Capitol Mall Suite 650AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,358,334GrossReceiptsAmt
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 Employee49TotalEmployeeCnt
Total Volunteers450TotalVolunteersCnt
Total Gross UBI$400,556TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$90,347NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$9,167,383PYProgramServiceRevenueAmt
CY Program Service Revenue$8,944,452CYProgramServiceRevenueAmt
PY Investment Income$254,144PYInvestmentIncomeAmt
CY Investment Income$162,926CYInvestmentIncomeAmt
PY Other Revenue$1,218,882PYOtherRevenueAmt
CY Other Revenue$1,250,956CYOtherRevenueAmt
PY Total Revenue$10,640,409PYTotalRevenueAmt
CY Total Revenue$10,358,334CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,223,399PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,672,183CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$8,057,111PYOtherExpensesAmt
CY Other Expenses$7,164,155CYOtherExpensesAmt
PY Total Expenses$13,280,510PYTotalExpensesAmt
CY Total Expenses$11,836,338CYTotalExpensesAmt
PY Revenues Less Expenses-$2,640,101PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,478,004CYRevenuesLessExpensesAmt
Total Assets BOY$11,729,049TotalAssetsBOYAmt
Total Assets EOY$8,475,394TotalAssetsEOYAmt
Total Liabilities BOY$3,354,665TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,218,036TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,374,384NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,257,358NetAssetsOrFundBalancesEOYAmt
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
DescProgram Accomplishments1.In 2024, CLA produced 214 webinars, and offered 33 in-person programs. Additionally, CLA frequently offers free and low-cost continuing legal education consistent with statutory requirements. Specifically there is always one Free CLE program offered each month and an additional 28 free programs available covering ethics and specialty law topics.2.The Taxation Section hosted pro bono events in collaboration with the California Office of Tax Appeals, where CLA attorneys assisted taxpayers in navigating mediation. These efforts helped resolve numerous tax appeals and provided meaningful access to justice for individuals in need.3.The Taxation Section also advanced mentorship through its Odyssey Mentorship Program, designed to shape future leaders in the tax profession. The program offers mentees a confidential forum to seek guidance, gain professional exposure, and develop practical skills to become effective tax practitioners. Mentors benefit by giving back to the tax community and strengthening the next generation of leaders.4.CLA strengthened its commitment to Diversity, Equity, and Inclusion (DEI) by implementing programming that reflects and supports the diversity of Californias workforce. Efforts ensured representation across gender, race, ethnicity, LGBTQ+ identity, and generational perspectives within CLA staff and leadership.5.The Diversity, Inclusion, and Outreach Committee (DIOr) promoted CLAs commitment to diversifying the legal profession and bench. In 2024, the Committee launched its first annual Distinguished Law Student Writing Competition, recognizing exceptional student authors advancing DEI in the legal profession. DIOr continues to provide policy recommendations and outreach initiatives to expand equity, representation, and access across CLA membership, leadership, education, and programming.6.The Civics Engagement and Outreach Committee advanced public understanding of civic processes by developing and distributing accessible content for educators and community leaders on how laws are made in California.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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 OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
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 Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee49EmployeeCnt
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)
PersonRabiha Siddiqui CFOPersonNm
Phone9167074056PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 Capitol Mall Suite 650AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Chris Nguyen
CEO, Exec Dir40.000.00Yes (X)$284,257$0$62,424
Saul Bercovitch
Dir. Govt. Rel.40.000.00$179,164$0$28,183
Patricia Horan
Assoc Exec Dir40.000.00$179,379$0$10,934
Mike Fury
Dir. IT40.000.00$156,378$0$15,112
Kristina Robeldo
Sr. Section Mgr40.000.00$137,434$0$17,266
Tej Baath
Dir. Marketing40.000.00$127,997$0$12,483
Anthony Lai
Secretary5.000.00Yes (X)$0$0$0Yes (X)
Tara Burd
Chair.5.000.00Yes (X)$0$0$0Yes (X)
Neil Wertlieb
Representative5.000.00$0$0$0Yes (X)
Alan Yochelson
Representative5.000.00$0$0$0Yes (X)
Michele Brown
Representative5.000.00$0$0$0Yes (X)
Mark Leonard
Representative5.000.00$0$0$0Yes (X)
Amy Shen
Representative5.000.00$0$0$0Yes (X)
Perry Segal
Representative5.000.00$0$0$0Yes (X)
Jill Manning
Treasurer5.000.00Yes (X)$0$0$0Yes (X)
Joshua De Larios-Heiman
Representative5.000.00$0$0$0Yes (X)
Jessi Fierro
Representative5.000.00$0$0$0Yes (X)
Robbie Klein
Representative5.000.00$0$0$0Yes (X)
Sabrina Green
Vice President5.000.00Yes (X)$0$0$0Yes (X)
Ireneo Reus
Representative5.000.00$0$0$0Yes (X)
Terrance Evans
Vice Chair5.000.00Yes (X)$0$0$0Yes (X)
Betty Williams
President5.000.00Yes (X)$0$0$0Yes (X)
Enrique Hernandez-Pulido
Representative5.000.00$0$0$0Yes (X)
Ciaran O'Sullivan
Representative5.000.00$0$0$0Yes (X)
Phil Toomey
Representative5.000.00$0$0$0Yes (X)
Mike Shaikh
Representative5.000.00$0$0$0Yes (X)
Ellen McKissock
Representative5.000.00$0$0$0Yes (X)
Jeremy Evans
Past President5.000.00$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,064,609TotalReportableCompFromOrgAmt
Total Other Compensation$146,402TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
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$283,171
Tenaya Lodge at Yosemite
Po box 159Fish CampCA93623Conference location$563,274
Gilbert CPAs
2880 Gateway Oaks Drive Suite 100SacramentoCA95833Accounting$204,897
Ursus Inc
15105 Concord Cir Sute 210-fMorgan HillCA95037Staffing$268,450
Av Guys
1425 30th Street Suite ASan DiegoCA92154Audio and Vision$158,770
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Event Sponsorships900099$1,097,252$1,097,252
Membership Fees & Dues900099$6,412,164$6,412,164
Training & Events Revenue900099$1,435,036$1,435,036
FieldValueIRS element (for citing)
Total Program Service Revenue$8,944,452TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$162,926TotalRevenueColumnAmt
Exclusion$162,926ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$738,077TotalRevenueColumnAmt
Related Or Exempt Func Income$738,077RelatedOrExemptFuncIncomeAmt

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 (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Advertising-Marketing bundles900099$213,500$213,500
Career Center900099$187,056$187,056
Misc.900099$112,323$112,323
FieldValueIRS element (for citing)
Other Revenue Total$512,879OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,358,334TotalRevenueColumnAmt
Related Or Exempt Func Income$9,794,852RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$400,556UnrelatedBusinessRevenueAmt
Exclusion$162,926ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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$1,096,194TotalAmt
Program Services$986,575ProgramServicesAmt
Management And General$109,619ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,575,989TotalAmt
Program Services$3,218,390ProgramServicesAmt
Management And General$357,599ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$31,956TotalAmt
Program Services$28,760ProgramServicesAmt
Management And General$3,196ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$18,883TotalAmt
Program Services$16,995ProgramServicesAmt
Management And General$1,888ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$231,585TotalAmt
Program Services$208,427ProgramServicesAmt
Management And General$23,158ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$84,063TotalAmt
Program Services$75,657ProgramServicesAmt
Management And General$8,406ManagementAndGeneralAmt

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$702,179TotalAmt
Program Services$631,961ProgramServicesAmt
Management And General$70,218ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$169,293TotalAmt
Program Services$152,364ProgramServicesAmt
Management And General$16,929ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$423,328TotalAmt
Program Services$380,995ProgramServicesAmt
Management And General$42,333ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$380,939TotalAmt
Program Services$342,845ProgramServicesAmt
Management And General$38,094ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$99,793TotalAmt
Program Services$89,814ProgramServicesAmt
Management And General$9,979ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,127,898TotalAmt
Program Services$2,815,108ProgramServicesAmt
Management And General$312,790ManagementAndGeneralAmt

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$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$83,184TotalAmt
Program Services$74,866ProgramServicesAmt
Management And General$8,318ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Printing and Publications$479,588$431,629$47,959
Software Expense$369,275$332,348$36,927
Direct Administration charge$342,717$308,445$34,272
Cal Bar membership and billing$212,368$191,131$21,237

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$407,106TotalAmt
Program Services$366,397ProgramServicesAmt
Management And General$40,709ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,836,338TotalAmt
Program Services$10,652,707ProgramServicesAmt
Management And General$1,183,631ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$271,642BOYAmt
EOY$126,838EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,441,284BOYAmt
EOY$16,059EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$535,915BOYAmt
EOY$499,574EOYAmt

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$550,442BOYAmt
EOY$372,385EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$847,210LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$534,343LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$407,174BOYAmt
EOY$312,867EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,123,385BOYAmt
EOY$1,190,249EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,444,897BOYAmt
EOY$2,628,516EOYAmt

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$4,954,310BOYAmt
EOY$3,328,906EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,729,049BOYAmt
EOY$8,475,394EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$889,491BOYAmt
EOY$560,063EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,477,270BOYAmt
EOY$51,960EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$987,904BOYAmt
EOY$606,013EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,354,665BOYAmt
EOY$1,218,036EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,374,384BOYAmt
EOY$7,257,358EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,374,384BOYAmt
EOY$7,257,358EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,729,049BOYAmt
EOY$8,475,394EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,478,004ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$360,978NetUnrlzdGainsLossesInvstAmt
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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd
Dues Assessments$6,412,164DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$84,063NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$84,063NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$128,243AggregateReportedDuesNtcAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$178,915OtherCostOrOtherBasisAmt
Depreciation$132,979DepreciationAmt
Book Value$45,936BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$412,600OtherCostOrOtherBasisAmt
Depreciation$256,137DepreciationAmt
Book Value$156,463BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$255,695OtherCostOrOtherBasisAmt
Depreciation$145,227DepreciationAmt
Book Value$110,468BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$312,867TotalBookValueLandBuildingsAmt
Total Book Value Securities$2,628,516TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRight of Use AssetsDesc
Book Value$489,494BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,328,906TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLease LiabilityDesc
Amt$606,013Amt
FieldValueIRS element (for citing)
Total Liability$606,013TotalLiabilityAmt

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 PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmt
Chris Nguyen
CEO, Exec Dir$264,257$20,000$50,340$12,084$346,681
Kristina Robeldo
Sr. Section Mgr$137,434$4,123$13,143$154,700
Mike Fury
Dir. IT$156,378$4,691$10,421$171,490
Patricia Horan
Assoc Exec Dir$121,331$10,634$300$190,313$58,048
Saul Bercovitch
Dir. Govt. Rel.$179,164$10,750$17,433$207,347

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$45,390TransactionAmt
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, WAS THE CHIEF FINANCIAL OFFICER OF CALIFORNIA LAWYERS ASSOCIATION (CLA)FOR PART OF THE YEAR. 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, Section A, Line 6THE ASSOCIATION HAS A SINGLE CLASS OF MEMBERS, ALL OF WHOM ARE MEMBERS OF ONE OR MORE OF THE SECTIONSOF CLA.
Form 990, Part VI, Section B, Line 11bA COPY OF THE FORM 990 WILL BE REVIEWED BY THE CFO and CEO BEFORE FILING. A COPY OF THE FORM 990 WILL BE MADEAVAILABLE TO THE BOARD OF REPRESENTATIVES.
Form 990, Part VI, Section B, Line 15aLAST PERFORMED IN 2021.
Form 990, Part VI, Section C, Line 19UPON 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 OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1California Lawyers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypebTransactionTypeTxt
Involved$280,117InvolvedAmt
Method Of Amount DeterminationCash ValueMethodOfAmountDeterminationTxt

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