2024-11-08T15:18:04-06:00 2023-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-01-01 943104546 CALIFORNIA CHANGELAWYERS CALI 4158560780 FOUR EMBARCADERO CENTER 1400 SAN FRANCISCO CA 94111 CHRISTOPHER PUNONGBAYAN EXECUTIVE DIRECTOR 4158560780 2024-11-08 1 0 MICHAEL LUMSDEN P01262236 4159561500 2024-11-08 2023 2024-10-15 13:58:12Z CHRISTOPHER PUNONGBAYAN FOUR EMBARCADERO CENTER 1400 SAN FRANCISCO CA 94111 3484639 0 X WWW.CHANGELAWYERS.ORG X 1989 CA CALIFORNIA CHANGELAWYERS IS A STATEWIDE FOUNDATION WHOSE MISSION IS TO BUILD A BETTER JUSTICE SYSTEM FOR ALL CALIFORNIANS. CHANGELAWYERS EMPOWERS THE NEXT GENERATION OF LAWYERS, JUDGES, AND ACTIVISTS TO CREATE A MORE DIVERSE LEGAL PROFESSION, A FAIR JUSTICE SYSTEM, AND A BETTER CALIFORNIA. 18 18 5 25 0 0 1825939 1888711 1132 0 1611478 1147339 -317 -950 3438232 3035100 1003738 2219211 0 0 657091 764078 0 0 319875 391386 436413 2052215 3419702 1386017 -384602 4232646 4266045 223715 530464 4008931 3735581 X TO BUILD A BETTER JUSTICE SYSTEM FOR ALL CALIFORNIANS. 0 0 1927589 1822563 0 CALIFORNIA CHANGELAWYERS RUNS TWO GRANT PROGRAMS, THE LEGAL EMPOWERMENT FUND AND THE LEGAL AID FUND. THE LEGAL EMPOWERMENT FUND HARNESSES THE POWER OF LAWYERS FOR GOOD. THE LEGAL AID FUND SUPPORTS ORGANIZATIONS THAT ARE CLOSING THE ACCESS TO JUSTICE GAP BY PROVIDING LEGAL ASSISTANCE TO THOSE CALIFORNIANS WHO CANNOT AFFORD ATTORNEYS. IN 2023, CALIFORNIA CHANGELAWYERS DISTRIBUTED $1,822,563 IN GRANTS THROUGH THESE TWO FUNDS. 481634 362890 0 CALIFORNIA CHANGELAWYERS AWARDS NEXT GEN SCHOLARSHIPS TO FIRST- AND THIRD-YEAR LAW STUDENTS WHO ARE OVERWHELMINGLY THE FIRST IN THEIR FAMILY TO ATTEND LAW SCHOOL. BY SUPPORTING THE BRIGHTEST CHANGE MAKERS OF TOMORROW AS THEY BEGIN THEIR PURSUIT OF A LEGAL CAREER, WE ELIMINATE THE ROADBLOCKS THAT EXIST IN ACHIEVING SUCCESS. IN 2023, CALIFORNIA CHANGELAWYERS DISTRIBUTED $362,890 IN SCHOLARSHIPS AND SIMILAR AID. 245991 33019 0 THE CALIFORNIA IMMIGRATION LEGAL FELLOWSHIP IS A FIRST OF ITS KIND PROGRAM IN STATE HISTORY WHICH EXPANDS ACCESS TO COUNSEL IN THE MOST UNDERSERVED RURAL REGIONS OF THE STATE. THE LEGAL FELLOWSHIP IS A THREE-YEAR CAPACITY BUILDING AND PROFESSIONAL DEVELOPMENT PROGRAM FOR RECENT LAW GRADUATES TO BECOME DEPORTATION DEFENSE PRACTITIONERS. THE CURRENT COHORT OF SEVEN FELLOWS ARE PLACED ACROSS 6 HOST ORGANIZATIONS, SOME OF WHICH HAVE NEVER PROVIDED DEPORTATION DEFENSE SERVICES TO THEIR COMMUNITIES. THE PROGRAM AIMS TO INCREASE THE NUMBER OF QUALIFIED IMMIGRATION ATTORNEYS DEFENDING CALIFORNIA RESIDENTS AGAINST FAMILY SEPARATION. 740 740 0 OTHER PROGRAMS SUPPORT THE ALUMNI LEADERSHIP COUNCIL, WHICH ASSISTS CALIFORNIA CHANGELAWYERS IN ITS WORK BY PROVIDING FEEDBACK ON INITIATIVES. 740 740 0 2655954 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 6 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHRISTOPHER PUNONGBAYAN 4158560780 FOUR EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 RASHA GERGES SHIELDS PRESIDENT 1.00 0.00 X X 0 0 0 ALEXIS AMEZCUA CO-VICE PRESIDENT 1.00 0.00 X X 0 0 0 BENNIE J MACKEY II CO-VICE PRESIDENT 1.00 0.00 X X 0 0 0 MARK SELWYN SECRETARY 1.00 0.00 X X 0 0 0 ROGER PEREZ TREASURER 1.00 0.00 X X 0 0 0 MARCI RUBIN MEMBER-AT-LARGE 1.00 0.00 X X 0 0 0 DEEPAK AHLUWALIA DIRECTOR 1.00 0.00 X 0 0 0 SHEILA BAPAT DIRECTOR 1.00 0.00 X 0 0 0 TERESA BECK DIRECTOR 1.00 0.00 X 0 0 0 PURDEY CASTLE DIRECTOR 1.00 0.00 X 0 0 0 CECILIA CHEN DIRECTOR 1.00 0.00 X 0 0 0 WILL HANEY DIRECTOR 1.00 0.00 X 0 0 0 CORIN M KORENAGA DIRECTOR 1.00 0.00 X 0 0 0 KENNETH J LANGAN DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN D LIBBY DIRECTOR 1.00 0.00 X 0 0 0 HON TAM NOMOTO SCHUMANN DIRECTOR THROUGH 5/15/2023 1.00 0.00 X 0 0 0 JASMINE SINGH DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER A STECHER DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE YBARRA DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER PUNONGBAYAN EXECUTIVE DIRECTOR 40.00 0.00 X 212655 0 41277 JASJIT SINGH DIRECTOR OF PROGRAMS 40.00 0.00 X 145450 0 13828 CARLOS AGUILAR CHIEF CONTENT DIRECTOR 40.00 0.00 X 107484 0 11083 465589 0 66188 3 0 1 0 0 2500 503732 1382479 4970 1888711 1074156 1074156 513593 440410 73183 73183 73183 4970 2500 9129 -4159 -4159 MISCELLANEOUS REVENUE 900099 3209 3209 3209 3035100 0 0 1146389 1840998 1840998 378213 378213 253932 123623 52964 77345 428281 208338 94535 125408 2512 1228 367 917 34134 16684 4982 12468 45219 22085 9693 13441 35875 35875 14669 14669 71069 34407 36662 140 140 12373 1885 5481 5007 22865 10601 7782 4482 91399 91399 37520 15558 21711 251 12434 538 11896 20273 20273 PRINTING & PUBLICATIONS 52054 39 52015 MISC FUNDRAISING EXPENS 26862 26862 TRAINING 10544 40 9724 780 DUES, LICENSES, FEES 4919 1756 2598 565 23417 23223 194 3419702 2655954 443873 319875 1500 679 2223667 1804110 159450 244046 21516 9971 1677466 2158089 149047 49150 4232646 4266045 81988 488982 141727 41482 223715 530464 X 2913057 2679294 1095874 1056287 4008931 3735581 4232646 4266045 -384602 111252 0 X 0 1 X 1 0 X 1193915 1175185 1438109 1825939 1888711 7521859 1193915 1175185 1438109 1825939 1888711 7521859 528444 6993415 628287 574368 1127242 1393069 1074156 4797122 223961 12127 3965 9174 3209 252436 12571417 1132 0.55630 0.59120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 223,961. 2020 AMOUNT: $ 12,127. 2021 AMOUNT: $ 3,965. 2022 AMOUNT: $ 9,174. 2023 AMOUNT: $ 3,209. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3405033 3405033 320252 80063 0 0 24003 256951 251988 320252 853194 1279791 5115 192 98 5405 60001 64238 62997 80063 267299 400949 1960531 313049 2273580 2312596 -352065 1960531 2108775 203821 2312596 1897654 297578 86457 2108775 1692282 289141 83769 1897654 1.00000 0.00000 0.00000 0 0 0 LEASE LIABILITY 41482 41482 X PART V, LINE 4: THE FUNDS ARE HELD IN RESERVE AND USED TO SUPPORT THE ORGANIZATION'S LONG TERM FINANCIAL HEALTH. FUNDS ARE TRANSFERRED TO OPERATING ACCOUNTS AND INCLUDED IN THE ANNUAL BUDGET. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (U.S. GAAP) PROVIDE ACCOUNTING GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY CHANGELAWYERS IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. 1 ALAMEDA COUNTY HOMELESS ACTION CENTER 2601 SAN PABLO AVENUE OAKLAND CA 94612 943123953 501(C)(3) 5435 0 LEGAL AID GRANTS ALLIANCE FOR CHILDREN'S RIGHTS 3333 WILSHIRE BOULEVARD SUITE 550 LOS ANGELES CA 90010 954358213 501(C)(3) 16432 0 LEGAL AID GRANTS AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUCATION 321 NORTH CLARK STREET CHICAGO IL 60654 366110299 501(C)(3) 30000 0 LEGAL EMPOWERMENT FUND ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES 1145 WILSHIRE BOULEVARD LOS ANGELES CA 90017 953854152 501(C)(3) 10813 0 LEGAL AID GRANT BAY AREA LEGAL AID 1735 TELEGRAPH AVE OAKLAND CA 94612 941631316 501(C)(3) 16011 0 LEGAL AID GRANTS BET TZEDEK LEGAL SERVICES 3250 WILSHIRE BOULEVARD 1300 LOS ANGELES CA 90010 237304205 501(C)(3) 16334 0 LEGAL AID GRANT CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE 1999 HARRISON STREET SUITE 1800 OAKLAND CA 946124700 852856613 501(C)(3) 80000 0 LEGAL EMPOWERMENT FUND CALIFORNIA INDIAN LAW ASSOCIATION INC 13061 ROSEDALE HWY SUITE G 594 BAKERSFIELD CA 93314 010773520 501(C)(3) 12500 0 LEGAL EMPOWERMENT FUND CALIFORNIA INDIAN LEGAL SERVICES 117 J STREET SACRAMENTO CA 95814 941676390 501(C)(3) 5248 0 LEGAL AID GRANTS CALIFORNIA RURAL LEGAL ASSISTANCE INC 1020 15TH STREET SUITE 20 MODESTO CA 95354 952428657 501(C)(3) 86458 0 LEGAL AID GRANTS CALIFORNIA WOMEN'S LAW CENTER 360 N PACIFIC COAST HWY STE 2070 EL SEGUNDO CA 90245 954204490 501(C)(3) 8174 0 LEGAL AID GRANTS CASA CORNELIA LAW CENTER PO BOX 12666 SAN DIEGO CA 92112 330719221 501(C)(3) 10913 0 LEGAL AID GRANTS CENTER FOR HUMAN RIGHTS AND CONSTITUTIONAL LAW 256 S OCCIDENTAL BLVD LOS ANGELES CA 90057 953700335 501(C)(3) 8174 0 LEGAL AID GRANTS CENTER FOR YOUTH DEVELOPMENT THROUGH LAW 225 BANCROFT WAY 215 LAW BUILDING BERKELEY CA 947207200 943310546 501(C)(3) 10000 0 LEGAL EMPOWERMENT FUND CENTRAL CALIFORNIA LEGAL SERVICES 2115 KERN STREET SUITE 200 FRESNO CA 93721 941631809 501(C)(3) 41282 0 LEGAL AID GRANTS CENTRO LEGAL DE LA RAZA 3400 EAST 12TH STREET OAKLAND CA 94601 237181456 501(C)(3) 10000 0 SUMMER FELLOWSHIP COALITION OF CALIFORNIA WELFARE RIGHTS ORGANIZATIONS 8479 EVERGLADE DRIVE SACRAMENTO CA 95826 680039975 501(C)(3) 8174 0 LEGAL AID GRANTS COMMUNITY JUSTICE ALLIANCE INC 1809 S STREET SUITE 101 BOX 291 SACRAMENTO CA 95811 832059750 501(C)(3) 50000 0 LEGAL EMPOWERMENT FUND COMMUNITY LEGAL AID SOCAL 2101 NORTH TUSTIN AVENUE SANTA ANA CA 92705 951994337 501(C)(3) 32653 0 LEGAL AID GRANTS COMMUNITY LEGAL SERVICES IN EAST PALO ALTO 1861 BAY ROAD EAST PALO ALTO CA 94303 223866910 501(C)(3) 7550 0 LEGAL AID GRANTS DISABILITY RIGHTS CALIFORNIA 1831 K STREET SACRAMENTO CA 95811 942505916 501(C)(3) 111086 0 LEGAL AID GRANTS DISABILITY RIGHTS LEGAL CENTER 1001 WILSHIRE BLVD STE 100 - 3201 LOS ANGELES CA 90017 952960607 501(C)(3) 7308 0 LEGAL AID GRANTS EAST BAY COMMUNITY LAW CENTER 1950 UNIVERSITY AVE SUITE 200 BERKELEY CA 94704 943042565 501(C)(3) 55548 0 LEGAL AID GRANTS, LEGAL EMPOWERMENT FUND ELDER LAW & ADVOCACY 5151 MURPHY CANYON ROAD SUITE 110 SAN DIEGO CA 92123 953353924 501(C)(3) 5502 0 LEGAL AID GRANTS ESQ APPRENTICE 1811 11TH AVENUE SUITE 5 OAKLAND CA 94606 473060656 501(C)(3) 40000 0 LEGAL EMPOWERMENT FUND FAMILY VIOLENCE APPELLATE PROJECT 449 15TH ST SUITE 104 OAKLAND CA 94612 454726212 501(C)(3) 8174 0 LEGAL AID GRANTS FOR THE PEOPLE 1624 FRANKLIN STREET 901 OAKLAND CA 94612 833317244 501(C)(3) 80000 0 LEGAL EMPOWERMENT FUND GREATER BAKERSFIELD LEGAL ASSISTANCE 615 CALIFORNIA AVENUE BAKERSFIELD CA 93304 952829257 501(C)(3) 20228 0 LEGAL AID GRANTS HARRIETT BUHAI CENTER FOR FAMILY LAW 3250 WILSHIRE BLVD SUITE 710 LOS ANGELES CA 90010 953943493 501(C)(3) 6431 0 LEGAL AID GRANTS IMPACT FUND 2080 ADDISON STREET SUITE 5 BERKELEY CA 94704 943161863 501(C)(3) 8174 0 LEGAL AID GRANTS INLAND COUNTIES LEGAL SERVICES 1040 IOWA AVE SUITE 106 RIVERSIDE CA 925072106 956124556 501(C)(3) 62236 0 LEGAL AID GRANTS INNER CITY LAW CENTER 1309 EAST SEVENTH STREET LOS ANGELES CA 90021 953697572 501(C)(3) 28644 0 LEGAL AID GRANTS LAW FOUNDATION OF SILICON VALLEY 4 NORTH 2ND STREET SUITE 1300 SAN JOSE CA 95113 521014754 501(C)(3) 10475 0 LEGAL AID GRANTS LAWYERS COMMITTEE FOR CIVIL RIGHTS SF BAY AREA 131 STEUART STREET STE 400 SAN FRANCISCO CA 94105 942581415 501(C)(3) 11047 0 LEGAL AID GRANTS LEARNING RIGHTS LAW CENTER 1625 W OLUMPOIC BLVD SUITE 500 LOS ANGELES CA 90015 830434929 501(C)(3) 5247 0 LEGAL AID GRANTS LEGAIL AID AT WORK 180 MONTGOMERY STREET SUITE 600 SAN FRANCISCO CA 94104 942783401 501(C)(3) 17241 0 LEGAL AID GRANTS LEGAL AID FOUNDATION OF SANTA BARBARA COUNTY 301 EAST CANON PERDIDO STREET SANTA BARBARA CA 93101 952112634 501(C)(3) 5667 0 LEGAL AID GRANTS LEGAL AID SOCIETY OF SAN BERNARDINO 588 WEST SIXTH STREET SAN BERNARDINO CA 92410 951997024 501(C)(3) 13035 0 LEGAL AID GRANTS LEGAL AID SOCIETY OF SAN DIEGO 110 EUCLID AVENUE SAN DIEGO CA 92114 951869806 501(C)(3) 31117 0 LEGAL AID GRANTS LEGAL ASSISTANCE FOR SENIORS 333 HEGENBERGER ROAD SUITE 850 OAKLAND CA 94621 942941697 501(C)(3) 10000 0 SUMMER FELLOWSHIP LEGAL EDUCATION ACCESS PIPELINE 1443 EAST WASHINGTON BLVD 277 PASADENA CA 91104 852490247 501(C)(3) 30000 0 LEGAL EMPOWERMENT FUND LEGAL SERVICES FOR PRISONERS WITH CHILDREN 4400 MARKET STREET OAKLAND CA 94608 943080408 501(C)(3) 8174 0 LEGAL AID GRANTS LEGAL SERVICES OF NORTHERN CALIFORNIA 517 12TH STREET SACRAMENTO CA 95814 941384659 501(C)(3) 46567 0 LEGAL AID GRANTS LOS ANGELES CENTER FOR LAW AND JUSTICE 5301 WHITTIER BLVD 4TH FLOOR LOS ANGELES CA 90022 952690540 501(C)(3) 22257 0 LEGAL AID GRANTS, SUMMER FELLOWSHIP NATIONAL CENTER FOR YOUTH LAW 1212 BROADWAY SUITE 600 OAKLAND CA 94612 942506933 501(C)(3) 8174 0 LEGAL AID GRANTS NATIONAL HOUSING LAW PROJECT 1663 MISSION STREET SUITE 460 SAN FRANCISCO CA 94103 942400196 501(C)(3) 8174 0 LEGAL AID GRANTS NORTHERN CHUMAN TRIBAL COUNCIL PO BOX 6533 LOS OSOS CA 93412 841709436 501(C)(3) 40000 0 LEGAL EMPOWERMENT FUND ORGANGE COUNTY JUSTICE FUND 837 NORTH ROSS STREET SANTA ANA CA 92701 823099041 501(C)(3) 50000 0 LEGAL EMPOWERMENT FUND PRISON LAW OFFICE 1917 FIFTH STREET BERKELEY CA 94710 942495939 501(C)(3) 11167 0 LEGAL AID GRANTS TIDES ADVOCACY (PROJECT PROSECUTORS ALLIANCE OF CALIFORNIA) 1014 TORNEY AVENUE SAN FRANCISCO CA 94129 943153687 501(C)(4) 40000 0 LEGAL EMPOWERMENT FUND PUBLIC ADVOCATES INC 131 STEUART ST SUITE 300 SAN FRANCISCO CA 94105 237103042 501(C)(3) 7450 0 LEGAL AID GRANT PUBLIC COUNSEL 610 SOUTH ARDMORE AVENUE LOS ANGELES CA 90005 237105149 501(C)(3) 43647 0 LEGAL AID GRANTS PUBLIC LAW CENTER 601 CIVIC CENTER DRIVE WEST SANTA ANA CA 92701 953709253 501(C)(3) 9787 0 LEGAL AID GRANT RIVERSIDE LEGAL AID 4129 MAIN STREET RIVERSIDE CA 92501 953739865 501(C)(3) 9458 0 LEGAL AID GRANTS SAN DIEGO VOLUNTEER LAWYER PROGRAM 707 BROADWAY SUITE 1400 SAN DIEGO CA 92101 330016681 501(C)(3) 9678 0 LEGAL AID GRANTS SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE CLARK HALL SUITE 300 SAN JOSE CA 951920183 770414038 STATE OF CA 30000 0 RECORD CLEARANCE PROJECT SENIOR CITIZENS LEGAL SERVICES 317 SOQUEL AVENUE SANTA CRUZ CA 95062 942280258 501(C)(3) 10000 0 SUMMER FELLOWSHIP SOCIAL GOOD FUND INC (PROJECT IMMIGRANT DEFENSE ADVOCATES) 12651 SAN PABLO AVE 5473 RICHMOND CA 94805 461323531 501(C)(3) 40000 0 LEGAL EMPOWERMENT FUND THE APPELLATE PROJECT 1835 7TH STREET NW 194 WASHINGTON DC 20001 843852810 501(C)(3) 40000 0 LEGAL EMPOWERMENT FUND TRANSGENDER LAW CENTER PO BOX 70976 OAKLAND CA 94612 050544006 501(C)(3) 80000 0 LEGAL EMPOWERMENT FUND UC DAVIS SCHOOL OF LAW LEGAL CLINICS 400 MRAK HALL DRIVE DAVIS CA 95616 946036494 STATE OF CA 5732 0 LEGAL AID GRANTS UNIVERSITY OF CALIFORNIA LOS ANGELES 10920 WILSHIRE BOULEVARD SUITE 50 LOS ANGELES CA 90024 956006143 STATE OF CA 20000 0 FELLOWS PROGRAM UNCOMMON LAW 318 HARRISON ST SUITE 103 OAKLAND CA 94607 461538094 501(C)(3) 8574 0 LEGAL AID GRANTS UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREET LMN 3RD FLOOR SAN FRANCISCO CA 94117 941156628 501(C)(3) 40000 0 RACIAL JUSTICE CLINIC WESTERN CENTER ON LAW AND POVERTY 3701 WILSHIRE BOULEVARD SUITE 208 LOS ANGELES CA 90010 952897721 501(C)(3) 8174 0 LEGAL AID GRANTS WORKSAFE INC 1736 FRANKLIN STREET SUITE 500 OAKLAND CA 94612 942927954 501(C)(3) 8174 0 LEGAL AID GRANTS YOUTH LAW CENTER 832 FOLSOM ST 700 SAN FRANCISCO CA 94107 941715280 501(C)(3) 50000 0 LEGAL EMPOWERMENT FUND 66 1 1L LAW STUDENT SCHOLARSHIPS 35 227578 3L LAW STUDENT SCHOLARSHIPS 26 130635 ANJAN CHOUDHURY MEMORIAL SCHOLARSHIPS 2 20000 PART I, LINE 2: TO RECEIVE ITS GRANT, A GRANTEE MUST SIGN A GRANT CONDITION FORM, WHICH OUTLINES THE ALLOWABLE USES OF FUNDS. THE FORM ALSO SETS FORTH REPORTING REQUIREMENTS, BY WHICH THE GRANTEE MUST SUBMIT A WRITTEN REPORT, TYPICALLY DUE A MONTH AFTER THE GRANT TERM HAS ENDED, DOCUMENTING HOW THE GRANT WAS USED, THE DEMOGRAPHICS OF THOSE SERVED, AND THE IMPACT OF THE GRANT ON THE COMMUNITY. A GRANTEE IS ALSO REQUIRED TO PROVIDE ANY DOCUMENTATION REASONABLY REQUESTED, INCLUDING FINANCIALS, AND ACCOMMODATE REASONABLE SITE VISITS DURING THE YEAR, IN WHICH THE GRANTS FUNDS ARE USED BY THE GRANTEE. GRANTEES THAT RECEIVE TWO-YEAR GRANTS MUST SUBMIT A WRITTEN REPORT DOCUMENTING USE OF THE FUNDS IN COMPLIANCE WITH THE GRANT CONDITIONS FORM PRIOR TO RECEIVING THE SECOND YEAR OF FUNDING. PROGRAM STAFF ENSURES COMPLIANCE WITH THESE REQUIREMENTS AND REVIEWS ALL GRANT REPORTS. ON OCCASION, STAFF AND/OR BOARD MEMBERS MAKE SITE VISITS TO A GRANTEE AND/OR REQUEST A GRANTEE TO MAKE AN IN-PERSON PRESENTATION TO THE BOARD. X X 0 0 0 0 0 0 0 1 0 CHRISTOPHER PUNONGBAYAN EXECUTIVE DIRECTOR 197655 0 15000 0 0 0 6306 0 34971 0 253932 0 0 0 JASJIT SINGH DIRECTOR OF PROGRAMS 140450 0 5000 0 0 0 4214 0 9614 0 159278 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUSES TO CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII AND/OR SCHEDULE J, PART II WHICH WOULD BE CONSIDERED "NON-FIXED PAYMENTS" IN THAT DISCRETION (IN PART) WAS UTILIZED TO DETERMINE THE AMOUNT OF BONUS PAYMENT AND/OR WHETHER TO MAKE A BONUS PAYMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE STAFF. THE DRAFT FORM 990 IS THEN REVIEWED BY THE EXECUTIVE DIRECTOR; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY ("CIP") WHICH APPLIES TO ALL "INTERESTED PERSONS", DEFINED AS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS WHO HAS A DIRECT, OR INDIRECT MATERIAL FINANCIAL INTEREST, IN A TRANSACTION OR ARRANGEMENT THE ORGANIZATION MAY BE CONSIDERING. ALL NEW MEMBERS OF THE BOARD OF DIRECTORS ARE PRESENTED WITH A COPY OF THE CIP WHEN THEIR FIRST BOARD TERM BEGINS. BOARD MEMBERS ARE REQUIRED TO SIGN THE CIP'S ANNUAL AFFIRMATION AND DISCLOSURE STATEMENT UPON JOINING THE BOARD, AND EVERY YEAR THEREAFTER THAT THEY REMAIN ON THE BOARD. THE EXECUTIVE DIRECTOR KEEPS RECORD OF THE SIGNED AFFIRMATION AND DISCLOSURE STATEMENT AND ANY DISCLOSURES BY INTEREST PERSONS. SHOULD A POTENTIAL OR ACTUAL CONFLICT OF INTEREST ARISE, DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS SHALL VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR, THE PERSONNEL COMMITTEE (WHICH IS MADE UP EXCLUSIVELY OF INDEPENDENT BOARD MEMBERS) CONDUCTS A PERFORMANCE EVALUATION FOR THE EXECUTIVE DIRECTOR AND MAKES A RECOMMENDATION REGARDING A COMPENSATION PACKAGE. THE COMMITTEE SOLICITS INPUT REGARDING THE EXECUTIVE DIRECTOR'S PERFORMANCE FROM THE BOARD MEMBERS AND OTHERS OUTSIDE THE BOARD. THE COMMITTEE REVIEWS COMPARABILITY DATA REGARDING EXECUTIVE DIRECTOR SALARIES FROM A NUMBER OF SOURCES, INCLUDING THE CENTER FOR NON-PROFIT MANAGEMENT AND OTHER NATIONAL SURVEYS. IN ITS DELIBERATIONS, THE COMMITTEE ALSO WEIGHS THE DESIRE TO REWARD EXCELLENCE, ENCOURAGE RETENTION, AND AVOID REPLACEMENT COSTS. THE COMMITTEE PRESENTS ITS EVALUATION AND SALARY RECOMMENDATION TO THE FULL BOARD OF DIRECTORS, WHICH APPROVES ANY ADJUSTMENTS TO THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALSO, A SUMMARY FINANCIAL STATEMENT IS INCLUDED IN THE ANNUAL REPORT. CAL BAR AFFINITY INC 700 S FLOWER STREET SUITE 100 LOS ANGELES CA 90017 844066218 ADMINISTER AFFINITY AND INSURANCE PROGRAMS CA CALIFORNIA CHANGELAWYERS C 2182337 1143929 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 CAL BAR AFFINITY INC F 1003960 BOOK VALUE