2024-02-15T11:46:31-06:00 2023-09-30 BDO USA 221 N Wall Street Suite 400 Spokane WA 99201 990 2022-10-01 952100022 Beverly Hills Bar Association % BELINDA MACAULEY BEVE 3106012435 9420 Wilshire Blvd 2nd Floor Beverly Hills CA 90212 BELINDA MACAULEY Executive Director 3106012435 2024-02-15 true BELINDA MACAULEY 999009999 Cindy J Janikowski P00165179 5097478095 2024-02-15 2 2022 2023-04-26 12:10:37Z BELINDA MACAULEY 9420 Wilshire Blvd Suite B100 Beverly Hills CA 90212 1651401 false X www.BHBA.org X 1931 CA See Schedule O 29 29 0 56 117895 0 906194 847465 573491 664866 3078 592 323039 138478 1805802 1651401 0 0 0 0 698498 758447 0 0 0 562580 540824 1261078 1299271 544724 352130 1173458 1581136 957754 1013302 215704 567834 X THE MISSION OF THE BEVERLY HILLS BAR ASSOCIATION IS TO SERVE OUR MEMBERS, LEAD OUR PROFESSION AND TO ADVOCATE FOR JUSTICE IN OUR COMMUNITY. false false BEVERLY HILLS BAR ASSOCIATION WAS FORMED IN 1931 AND INCORPORATED PURSUANT TO THE GENERAL NONPROFIT CORPORATION LAWS OF THE STATE OF CALIFORNIA IN 1972. ON OCTOBER 1, 1986, THE PERSONNEL REFERRAL SERVICE FUND, WHICH HAD BEEN A PROGRAM OF THE BEVERLY HILLS BAR ASSOCIATION, WAS INCORPORATED AS A NONPROFIT MUTUAL BENEFIT CORPORATION UNDER THE NONPROFIT MUTUAL BENEFIT CORPORATION LAW AS THE BEVERLY HILLS BAR ASSOCIATION PERSONNEL REFERRAL SERVICE, INC. THE SOLE SHAREHOLDER OF THE CORPORATION IS THE BEVERLY HILLS BAR ASSOCIATION. BEVERLY HILLS BAR ASSOCIATION PERSONNEL REFERRAL SERVICE, INC. IS NOT REQUIRED TO ISSUE MEMBERSHIP CERTIFICATES PURSUANT TO SECTION 7313 OF THE CALIFORNIA CORPORATION CODE. false false false false false false false false false true false false true true false false false false false false false false false false false false false false true false false false false false false false false false false false true false false true 9 0 true 0 true true false false false false false false false X 29 29 true false true false true true false true true false false true true true true false true true false false CA X BELINDA MACAULEY 3106012435 9420 WILSHIRE BLVD 2ND FLOOR STE Beverly Hills CA 90212 Belinda Macauley Executive Director 40.0 0.0 X 212682 0 6376 DIANE KARPMAN ABA Delegate 1.0 0.0 X 0 0 0 NADIRA T IMAM VICE PREISDENT 1.0 0.0 X X 0 0 0 MALCOLM S MCNEIL PRESIDENT 1.0 0.0 X X 0 0 0 Anthony D Ross IMMEDIATE PAST PRESIDENT 1.0 0.0 X X 0 0 0 Daniel K Kramer GOVERNOR 1.0 0.0 X 0 0 0 Alexander Rufus-Isaacs President Elect 1.0 0.0 X X 0 0 0 Anthony Storm Second Vice President 1.0 0.0 X X 0 0 0 Alphonse Provinziano SECRETARY/TREASURER 1.0 0.0 X X 0 0 0 Jeffrey Bils Governor 1.0 0.0 X 0 0 0 Margo Bouchet Governor 1.0 0.0 X 0 0 0 Vince Farhat Governor 1.0 0.0 X 0 0 0 Tiffiny Fox Governor 1.0 0.0 X 0 0 0 Nazgole Hashemi Governor 1.0 0.0 X 0 0 0 Neville Johnson Governor 1.0 0.0 X 0 0 0 Jinna Kang Governor 1.0 0.0 X 0 0 0 Rudolph Lehrer Governor 1.0 0.0 X 0 0 0 Terry Magady Governor 1.0 0.0 X 0 0 0 Erin Prouty Governor 1.0 0.0 X 0 0 0 Ron Reitshtein Governor 1.0 0.0 X 0 0 0 Mathew Rosengart Governor 1.0 0.0 X 0 0 0 Alessandra Tarissi De Jacobis Governor 1.0 0.0 X 0 0 0 Kendra Thomas Governor 1.0 0.0 X 0 0 0 Stephen Weaver Governor 1.0 0.0 X 0 0 0 Michele Weiss Governor 1.0 0.0 X 0 0 0 Jeffrey Wolf Governor 1.0 0.0 X 0 0 0 Lauren Youngman Governor 1.0 0.0 X 0 0 0 Howard Fisher FOUNDATION PRESIDENT 1.0 0.0 X 0 0 0 AVA JAHANVASH BARRISTERS PRESIDENT 1.0 0.0 X 0 0 0 JASMINE GOMEZ BARRISTERS PRESIDENT ELECT 1.0 0.0 X 0 0 0 212682 0 6376 1 false true false 0 847465 847465 CONFERENCE & CONVENTION 900099 443868 443868 CONTINUING EDUCATION 611710 148246 148246 LAWYER FEE ARBITRATION 541100 72752 72752 664866 592 592 0 5371 5371 0 0 0 0 0 0 0 0 0 0 0 0 0 ADVERTISING 511120 31520 31520 MEMBER BENEFIT PROVIDERS 511120 77375 77375 WEBINARS 511120 9000 9000 15212 15212 133107 1651401 686041 117895 0 0 0 0 229964 418393 0 20772 38751 50567 0 1320 34748 0 0 0 0 17821 33977 68053 0 15677 3162 0 235217 25333 0 38306 14579 CREDIT CARD PROCESSING FEES 49394 COMPLIANCE FEES 3237 1299271 458703 1079084 0 0 38042 75785 33396 0 0 0 0 0 0 0 0 0 27955 47271 204371 138428 54081 65943 0 0 0 0 0 0 0 0 561281 313053 1173458 1581136 65175 78520 0 0 365996 422855 0 0 0 0 0 0 470100 470100 0 0 56483 41827 957754 1013302 X 215704 567834 0 0 215704 567834 1173458 1581136 352130 X false false false 0 0 0 46888 40084 6804 157483 98344 59139 65943 DUE FROM RELATED ORGANIZATION 313053 313053 0 PAYROLL LIABILITIES 41827 41827 X X X false false false Belinda Macauley Executive Director 169697 40000 2985 6376 219058 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE MISSION OF THE BEVERLY HILLS BAR ASSOCIATION IS TO SERVE OUR MEMBERS, LEAD OUR PROFESSION AND TO ADVOCATE FOR JUSTICE IN OUR COMMUNITY. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: BEVERLY HILLS BAR ASSOCIATION AND BEVERLY HILLS BAR ASSOCIATION PERSONNEL REFERRAL SERVICE, INC., COLLECTIVELY, ARE DEFINED AS "THE ASSOCIATION." THE ASSOCIATION IS A NATIONALLY RECOGNIZED MAJOR METROPOLITAN BAR ASSOCIATION BASED IN BEVERLY HILLS, CALIFORNIA AND SERVES MORE THAN 18,000 LAWYERS WHO LIVE OR WORK ON THE WEST SIDE OF LOS ANGELES COUNTY. THE MISSION OF THE ASSOCIATION IS TO SERVE ITS MEMBERS, TO LEAD ITS PROFESSION AND ADVOCATE FOR JUSTICE IN ITS COMMUNITY. TO THESE ENDS, THE ASSOCIATION OPERATES THE FOLLOWING PROGRAMS: MEMBERSHIP ACTIVITIES: THIS PROGRAM FOCUSES PRIMARILY ON PROVIDING MANDATORY CONTINUING LEGAL EDUCATION ("MCLE") COURSES FOR ATTORNEYS IN FIFTEEN SUBSTANTIVE LAW PRACTICE AREAS, OVER FIFTY PERCENT OF WHICH ARE PRESENTED AS LIVE WEBCASTS PER YEAR, THE ASSOCIATION ALSO MAINTAINS MCLE RECORDS FOR ATTENDEES OF ASSOCIATION EDUCATION PROGRAMS AND SENDS MEMBERS A RECAP OF THE MCLE PROGRAMS THEY ATTEND ON AN ANNUAL BASIS. MEMBERS MAY IMPROVE THEIR LEADERSHIP SKILLS THROUGH PARTICIPATION IN SECTION/COMMITTEE EXECUTIVE COMMITTEES AND THE BOARD OF GOVERNORS. MEMBERS MAY ALSO TAKE ADVANTAGE OF A RANGE OR MEMBERS' BENEFITS AND SERVICES INCLUDING LOW-COST INSURANCE RATES, PENSION, ACTURIAL AND TAX DEFERRAL SERVICES SUITABLE FOR LEGAL PRACTITIONERS RANGING FROM SOLE PRACTITIONERS TO LARGE FIRMS, LEGAL RESEARCH SERVICES AND MORE. THESE MEMBERS BENEFIT AGREEMENTS, ALONG WITH EVENT AND SECTION SPONSORSHIP, INCREASE REVENUES FOR THE ASSOCIATION. COMMITTEE ACTIVITIES: THE ASSOCIATION SPONSORS A NUMBER OF PUBLIC SERVICE ACTIVITIES. THE "ROXBURY PARK LEGAL CLINIC," A FREE MONTHLY WORKSHIP FOR THE PUBLIC TO CONSULT WITH ATTORNEYS AND THE "COMMITTEE FOR THE ARTS," WHICH OFFERS LEGAL AND BUSINESS ORIENTED PROGRAMS FOR ARTISTS AND MUSICIANS. CONTINUTING EDUCATION PROGRAMS: THORUGH THIS PROGRAM, MEMBERS ARE ABLE TO FULFILL THE STATE BAR-MANDATED REQUIREMENTS FOR CONTINUING LEGAL EDUCATION. EACH YEAR, NEARLY 200 STATES BAR-APPROVED COURSES ARE OFFERED ON LEADING EDGE TOPICS OF INTEREST IN EACH PRACTICE AREA. BARRISTERS' ACTIVITIES: THE BARRISTERS PROGRAM IS AN IMPORTANT RESOURCE FOR NEWER ATTORNEYS (UNDER AGE THIRTY-SEVEN OR PRACTICING TEN YEARS OR LESS). THIS PROGRAM INCLUDES COMMUNITY OUTREACH ACTIVITIES AND SOCIAL EVENTS GEARED TO NEW ATTORNEYS. DINNERS/CONGERENCES/CONVENTIONS: MEMBERS ARE OFFERED THE OPPORTUNITY TO ATTEND VARIOUS ANNUAL STATE BAR CONVENTION ACTIVITIES, A SUPREME COURT LUNCHEON, SWEARING IN AT THE SUPREME COURT OF THE UNITED STATES AND OTHER RECEPTIONS, DINNERS AND CONFERENCES. PRINTED MATERIAL/PUBLICATIONS: THE ASSOCIATION PROVIDES MCLE DVDS AND OTHER MCLE MATERIAL IN ITS WEB STORE. LEGISLATIVE ACTIVITIES: MEMBERS OF THE RESOLUTIONS COMMITTEE AND LEGISLATIVE COMMITTEE MAY WRITE AND/OR LOBBY FOR LEGISLATION AND TESTIFY BEFORE THE CALIFORNIA LEGISLATURE. THROUGH THE ASSOCIATION'S SEAT IN THE AMERICAN BAR ASSOCIATION'S HOUSE OF DELEGATES, MEMBERS MAY ALSO AFFECT NATIONAL POLICY AND LEGAL MATTERS. LAWYER'S FEE ARBITRATION: THE ASSOCIATION OPERATES ONE OF THE ONLY TWO STATE BAR-APPROVED MANDATORY FEE ARBITRATION PROGRAMS SERVICING LOS ANGLELES COUNTY. ATTORNEYS ARE TRAINED TO SERVE AS ARBITRATORS FOR ATTORNEY-CLIENT FEE DISPUTES. PARTICIPANTS PROVIDE A VALUABLE SERVICE WHILE GAINING JUDICIAL EXPERIENCE. LAWYER'S REFERRAL/INFORMATION SERVICES: THE ASSOCIATION MAINTAINS A STATE BAR-APPROVED LAWYER APPROVED REFERRAL SERVICE THAT MATCHES INDIVIDUALS SEEKING ATTORNEYS FOR PERSONAL OR PROFESSIONAL MATTERS WITH MEMBER ATTORNEYS. PLACEMENT SERVICES: THE PERSONNEL REFERRAL SERVICE PROVIDES SCREENED AND TESTED PERMANENT AND TEMPORARY LEGAL SECRETARIES AND OTHER SUPPORT PERSONNEL. FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION HAS THE FOLLOWING CLASSES OF MEMBERSHIP ONLY REGULAR MEMBERS IN GOOD STANDING ONTHE RECORED DATE SHALL BE ENTITLED TO VOTE ON ANY MATTER WITH RESPECT TO MEMBERSHIP VOTE AND ELECT MEMBERS OF THE BOARD OF COVERNORS REGUALR MEMBER ANY OF THE FOLLOWING PERSONS MAY APPLY TO BECOME A REGULAR MEMBER (A) A PRACTICING LAWYER WHO IS ADMITTED TO PRACTICE BEFORE THE SUPREME COURT OF THE STATE OF CALIFORNIA OR THE HIGHEST COURT OF ANY OTHER STATE WITHIN THE UNITED STATES OR WITHIN THE DISTRICT OF COLUMBIA, (B) A JUDICIAL OFFICER, INCLUDING JUDGE, ADMINISTRATIVE LAW JUDGE, MAGISTRATE, MAGISTRATE JUDGE, OR FULL TIME COMMISSIONER, SITTING IN ANY STATE OR FEDERAL COURT OR AGENCY IN THE COUNTY OF LOS ANGELES, OR A JUDICIAL OFFICER NOW RETIRED (C) A FULL TIME MEMBER OF THE FACULTY, OR DEAN, OF ANY LAW SCHOOL WITHIN THE COUNTY OF LOS ANGLELES ACCREDITED BY THE COMMITTEE OF BAR EXAMINERS OF THE STATE OF CALIFORNIA ASSOCIATE MEMBER ANY OF THE FOLLOWING PERSONS MAY APPLY TO BECOME AN ASSOCIATE MEMBER (A) A PERSON WHO HAS SUBSTANTIALLY RETIRED FROM THE PRACTICE OF LAW WHICH PRACTICE WOULD QUALIFY HIM OR HER AS A REGUALR MEMBER (B) A PERSON WHO HAS ENTERED LAW SCHOOL DURING HIS OR HER ENROLLMENT AND FOR A PERIOD OF SEVEN MONTHS FOLLOWING GRADUATION ("STUDENT MEMBER") (C) OTHER PERSONS, INCLUDING BUT NOT LIMITED TO PARALEGALS, OTHER PROFESSIONALS, OR THOSE INTERESTED IN THE ACTIVITIES OF THE ASSOCIATION HONORARY MEMBER A PERSON DISTINGUISHED FOR EMINANCE IN THE LAW OR OTHER NOTABLE PUBLIC SERVICE RELATED THERETO MAY BE ELECTED TO HONRARY MEMBERSHIP BY VOTE OF THE BOARD OF GOVERNORS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A: REGULAR MEMBERS OF THE BOARD MUST APPROVE ANY CHANGE TO THE BYLAWS WHICH WOULD AFFECT THE MINIMUM OR MAXIMUM NUMBER OF GOVERNORS, MATERIALLY AND ADVERSELY AFFECT THE VOTING RIGHTS OF THE MEMBERS, OR ANY OTHER CHANGE, WHICH UNDER LAW, REQUIRES MEMBERSHIP ACTION. FORM 990, PART VI, SECTION B, LINE 11: PRIOR TO FILING THE RETURN WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S MANAGEMENT. ONCE APPROVED BY MANAGEMENT, A COPY OF FORM 990 IS AVAILABLE UPON REQUEST TO THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZTION REQURIES ALL INTERESTED PERSON TO COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. THIS FORM ENCOURAGES DISCLOSURE OF ANY CONFLICTS THAT OCCUR BETWEEN THE ORGANIZATION AND THE INTERESTED PERSON. THE CHIEF EXECUTIVE OFFICER MONITORS AND REVIEWS THE RESPONSES TO DETERMINE WHETHER A CONFLICT IS REQUIRED TO BE DISCLOSED. IF A BOARD MEMBER HAS A CONLFICT, THEY WILL BE REQUIRED TO ABSTAIN FROM VOTING AN ISSUE RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A: THE EXECUTIVE COMMITTEE PERFORMS THE FUNCTION OF THE COMPENSATION COMMITTEE AFTER CONDUCTING A SURVEY; IT APPROVES THE CHIEF EXECUTIVE OFFICER'S COMPENSATION AND DOCUMENTS ITS DECISIONS IN A CONTRACTUAL AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. PART XI, LINE 2C: THE AUDIT OVERSIGHT COMMITTEE HAS NOT CHANGED ITS PROCESS SINCE THE PRIOR YEAR. FORM 990 PART VI, SECTION A, LINE 2 Two board members (Ron Reitshtein and Lauren Youngman) are partners at the same firm. FORM 990 PART VI, SECTION A, LINE 4 BYLAWS were amended in May 2023. Updated membership categories; Removed Second VP and renaming First VP as just VP, shortening the executive committee ladder by a year; Made Barristers a Section; Renamed Committees as Sections so we just have Sections, not Sections and Committees; Added Section leadership duties and term limits; requiring leaders be practicing attorneys; and Made minor edits throughout for capitalization, serial comma, and some other non-substantive issues. BEVERLY HILLS BAR ASSOCIATION PERSONNEL 9420 WILSHIRE BLVD 2ND FLOOR SUITE BEVERLY HILLS CA 90212 954067492 LEGAL SERVICE CA SEE ATTACHED C CORP 121193 129380 1.00000 false false false false true false false false false false false false false false true true false false false false BHBA Personnel Referral Services Inc D 313053 FMV BHBA Personnel Referral Services Inc N 17330 Actual Cost BHBA Personnel Referral Services Inc O 67035 Actual Cost PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: NAME, ADDRESS, AND EIN OF REALTED ORGANIZATION: BEVERLY HILLS BAR ASSOCIATION PERSONNEL REFERRAL SERVICES INC. EIN:95-4067492 9420 WILSHIRE BLVD., 2ND FLOOR, SUITE B100 BEVERLY HILLS, CA 90212