2024-11-14T06:45:35-08:00 2023-12-31 330783983 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990 2023-01-01 951732225 SAN DIEGO COUNTY BAR ASSOCIATION SAND 6192310781 330 A STREET SAN DIEGO CA 92101 MICHELLE GASTIL President Elect 2024-11-14 true true Cheryl Rhode P00234939 6196155380 2023 2024-10-15 13:58:12Z MICHELLE GASTIL 330 A STREET SAN DIEGO CA 92101 3306687 false X WWW.SDCBA.ORG X 1899 CA THE MISSION OF THE SAN DIEGO COUNTY BAR ASSOCIATION IS TO BE THE REPRESENTATIVE OF THE SAN DIEGO COUNTY LEGAL PROFESSION, SERVING THE PUBLIC AND THE PROFESSION BY ENHANCING THE LEGAL SYSTEM AND PROMOTING JUSTICE, PROFESSIONAL EXCELLENCE, AND RESPECT FOR THE LAW. 18 18 27 320 144413 293135 0 2513277 2815642 15151177 346632 811349 -3183 18768938 3159091 0 0 2220512 2424159 0 0 1784912 1925592 4005424 4349751 14763514 -1190660 21806104 20975563 1803195 1669644 20002909 19305919 X THE MISSION OF THE SAN DIEGO COUNTY BAR ASSOCIATION IS TO BE THE REPRESENTATIVE OF THE SAN DIEGO COUNTY LEGAL PROFESSION, SERVING THE PUBLIC AND THE PROFESSION BY ENHANCING THE LEGAL SYSTEM AND PROMOTING JUSTICE, PROFESSIONAL EXCELLENCE, AND RESPECT FOR THE LAW. false false 1426087 1312387 LAWYER REFERRAL SERVICE AND PUBLIC SERVICES - THE ASSOCIATION SUPPORTS THE PUBLIC AND THE COMMUNITIES OF SAN DIEGO AND IMPERIAL COUNTY BY PROVIDING ACCESS TO JUSTICE THROUGH ITS STATE BAR CERTIFIED LAWYER REFERRAL AND INFORMATION SERVICE (LRIS). CREATED IN 1952 AS A PUBLIC SERVICE PROGRAM OF THE ASSOCIATION, LRIS MATCHES MEMBERS OF THE PUBLIC WITH QUALIFIED ATTORNEYS AND/OR PROVIDES THEM WITH INFORMATION ABOUT NONPROFIT, PUBLIC OR SOCIAL SERVICES THAT MAY BE AVAILABLE. THE LRIS PROGRAM ALSO SUPPORTS OTHER PUBLIC SERVICE PROGRAMS INCLUDING FEE DISPUTE RESOLUTION AND CLIENT SERVICES. IN ADDITION, AS THE HUB OF THE LEGAL COMMUNITY, THE SDCBA PROVIDES EDUCATION AND RESOURCES TO THE PUBLIC ON ISSUES PERTAINING TO THE LAW. 1397645 1503255 MEMBER SERVICES - THE ASSOCIATION PRODUCES A VARIETY OF PUBLICATIONS, RESOURCES, PROGRAMS AND EVENTS TO SUPPORT ITS ALMOST 8,100 MEMBERS AND THE LEGAL COMMUNITY AT LARGE; DEVELOPS PROGRAMS TO PROMOTE PUBLIC SERVICE, INCREASE DIVERSITY AND PROFESSIONALISM IN THE LEGAL COMMUNITY; AND PROVIDES ACCESS TO JUSTICE THROUGH ITS MANY PUBLIC AND COMMUNITY SERVICE PROGRAMS. MEMBERS HAVE ACCESS TO A VARIETY OF 1) NETWORKING, RELATIONSHIP BUILDING AND MENTORING EVENTS; 2) EDUCATIONAL PROGRAMS COVERING A BROAD SPECTRUM OF SUBSTANTIVE LEGAL ISSUES, LAW PRACTICE MANAGEMENT AND MARKETING (BOTH LIVE AND VIRTUALLY VIA A LIVESTREAMING FEATURE); 3) LEGAL ETHICS RESOURCES INCLUDING A LEGAL ETHICS HOTLINE; 4) PROGRAMS TO ENCOURAGE GREATER DIVERSITY IN THE BENCH AND BAR; 5) PRACTICE-BASED SECTIONS AND A FORUM THAT PROVIDES LIVE AND VIRTUAL COMMUNITIES FOR PROGRAMMING, CONNECTING AND QUESTIONS AND 6) COMMITTEES THAT DO PROJECT SPECIFIC WORK FOR THE BAR AND COMMUNITY AT LARGE. IN ADDITION, AS THE HUB OF THE LEGAL COMMUNITY, THE ASSOCIATION PROVIDES EDUCATION AND RESOURCES TO MEMBERS ON ISSUES THAT IMPACT THE LEGAL COMMUNITY. 507257 COMMUNICATIONS AND PUBLICATIONS - THE ASSOCIATION PRODUCES SAN DIEGO LAWYER A BI-MONTHLY, 48-PAGE GLOSSY MAGAZINE WITH INFORMATION ON SAN DIEGOS LEGAL COMMUNITY, INDIVIDUAL PRACTITIONERS, TRENDS AND TOPICS OF INTEREST TO LAWYERS ACROSS DIFFERENT AREAS OF PRACTICE. WEEKLY, THE ASSOCIATION DISTRIBUTES THIS WEEK AT THE BAR, AN -NEWSLETTER DESIGNED TO KEEP MEMBERS ABREAST OF MEETINGS, NETWORKING EVENTS, AND BAR PROGRAMS AND INITIATIVES. MONTHLY, THE ASSOCIATION PUBLISHES AND DISTRIBUTES AN E-NEWSLETTER FOR LAWYERS IN THEIR FIRST 7 YEARS OF PRACTICE CALLED FOR THE RECORD. 3330989 false false false true false false false false false true true false false false 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 true false false false true 5 0 true 27 true true true false false false true true false false false X 18 18 false false false false true true true true true false false true true true true true true true true false CA X ANNA GALLICH 6192310781 401 WEST A STREET SUITE 1100 SAN DIEGO CA 92101 WILLIAM BALDWIN Executive Dir. 45.00 0.00 X 220000 0 16653 MARTIN SABORY DIR. OF FINANCE 45.00 0.00 X 169912 0 9754 RON MARCUS DIR. OF MARKETING 45.00 0.00 136860 0 15825 MICHELLE CHAVEZ DIR PUBLIC SERVICE 45.00 0.00 114430 0 10114 SARAH HARRIS DIR PROG & EVENTS 45.00 0.00 112235 0 9208 KEITH FISHER DEPUTY EXEC DIR 45.00 0.00 X 46203 0 18233 Michael L Crowley Director 5.00 0.00 X 0 0 0 DAVID MAJCHRZAK Imm Past Pres. 7.00 0.00 X X 0 0 0 Jason Evans Director 5.00 0.00 X 0 0 0 Stephanie Pengilley New Lawyer Rep 5.00 0.00 X 0 0 0 Nicole Heeder Director 5.00 0.00 X 0 0 0 STACEY KARTCHNER President-Elect 10.00 0.00 X X 0 0 0 MELISSA JOHNSON President 20.00 0.00 X X 0 0 0 Tatiana Kline Director 5.00 0.00 X 0 0 0 LESLIE ABRIGO Director 5.00 0.00 X 0 0 0 MICHELLE GASTIL Director 5.00 0.00 X 0 0 0 Brenda Lopez Director 5.00 0.00 X 0 0 0 ROBERT SHAUGHNESSY Secretary 7.00 0.00 X X 0 0 0 Cynthia L Stratton Director 5.00 0.00 X 0 0 0 Timothy G Williams Director 5.00 0.00 X 0 0 0 SPENCER SCOTT Director 5.00 0.00 X 0 0 0 BRANDON KIMURA Director 5.00 0.00 X 0 0 0 FANNY YU Treasurer 10.00 0.00 X X 0 0 0 ANGELA MEDRANO Director 5.00 0.00 X 0 0 0 799640 79787 5 false true false 0 0 LAWYER REFERRAL & INF SVC 541100 1312387 1312387 MEMBERSHIP DUES & ASSMNT 541100 1143599 1143599 MEMBERSHIP SVC, COM & OR 541100 359656 359656 2815642 346632 346632 0 0 147596 -147596 -147596 -147596 0 0 0 0 ADVERTISING 511120 144413 144413 144413 3159091 2815642 144413 199036 0 0 0 0 480755 359100 121655 0 1473484 1097312 376172 0 318209 248410 69799 151711 112898 38813 0 0 0 0 0 0 125569 99342 26227 205605 204835 770 28147 5656 22491 115720 72919 42801 0 643838 217056 426782 46108 38715 7393 0 16179 11662 4517 0 0 29089 29089 33132 27867 5265 MISC EXPENSE 344058 344058 EVENTS 205539 196544 8995 BANK FEES 50321 48249 2072 Postage and Shipping 36019 33730 2289 46268 20349 25919 4349751 2823733 1526018 0 10737245 181419 237676 76583 0 202249 70146 0 0 0 0 103816 89838 8817065 643418 6872996 8173647 0 3259144 12383930 0 0 392978 0 21806104 20975563 606559 721288 22041 5791 666631 942565 507964 1803195 1669644 X 19901783 19204990 101126 100929 20002909 19305919 21806104 20975563 -1190660 493670 X false false false false true true false Part I-A, Line 1 - Direct and Indirect Political Campaign Activities DURING SAN DIEGO COUNTY ELECTIONS, THERE IS OFTEN LITTLE INFORMATION AVAILABLE ABOUT CANDIDATES WHO ARE RUNNING FOR JUDGE. AS A SERVICE TO VOTERS, THE SAN DIEGO COUNTY BAR ASSOCIATION (SDCBA) EVALUATES JUDICIAL CANDIDATES IN CONTESTED JUDICIAL ELECTIONS. THE SDCBA'S JUDICIAL ELECTION EVALUATION COMMITTEE (JEEC) EVALUATES EACH CANDIDATE. THE JEEC IS COMPRISED OF 21 MEMBERS WHO REPRESENT A CROSS-SECTION OF SAN DIEGOS LEGAL COMMUNITY BY DEMOGRAPHICS AND PROFESSIONAL DIVERSITY, INCLUDING LAWYERS FROM THE PUBLIC AND PRIVATE SECTORS, CIVIL AND CRIMINAL LAW PRACTITIONERS, CORPORATE COUNSEL, SOLE PRACTITIONERS AND MEMBERS OF SMALL, MEDIUM AND LARGE FIRMS. 4371200 4371200 2458800 68300 2390500 1329741 145469 1184272 226972 208646 18326 430352 221003 209349 8173647 12383930 X X X X false false false MARTIN SABORY DIR. OF FINANCE 169912 9754 179666 RON MARCUS DIR. OF MARKETING 136860 15825 152685 WILLIAM BALDWIN Executive Dir. 220000 16653 236653 Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: COMMUNICATIONS AND PUBLICATIONS - THE ASSOCIATION PRODUCES SAN DIEGO LAWYER A BI-MONTHLY, 48-PAGE GLOSSY MAGAZINE WITH INFORMATION ON SAN DIEGOS LEGAL COMMUNITY, INDIVIDUAL PRACTITIONERS, TRENDS AND TOPICS OF INTEREST TO LAWYERS ACROSS DIFFERENT AREAS OF PRACTICE. WEEKLY, THE ASSOCIATION DISTRIBUTES THIS WEEK AT THE BAR, AN -NEWSLETTER DESIGNED TO KEEP MEMBERS ABREAST OF MEETINGS, NETWORKING EVENTS, AND BAR PROGRAMS AND INITIATIVES. MONTHLY, THE ASSOCIATION PUBLISHES AND DISTRIBUTES AN E-NEWSLETTER FOR LAWYERS IN THEIR FIRST 7 YEARS OF PRACTICE CALLED FOR THE RECORD. Form 990, Part VI, Section A, Line 6 THE ASSOCIATION OFFERS THE FOLLOWING CATAGORIES OF MEMBERSHIP: ATTORNEY MEMBERS, LEGAL COMMUNITY MEMBERS, LAW STUDENT MEMBERS, AND HONORARY MEMBERS. THE SPECIFIC QUALIFICATION FOR MEMBERSHIP ARE INCLUDED IN THE ASSOCIATION'S BY-LAWS WHICH ARE POSTED AT THEIR WEBSITE. Form 990, Part VI, Section A, Line 7a THE GOVERNING BODY (BOARD OF DIRECTORS) ARE ELECTED TROUGH A VOTING BALLOT PROCESS. Form 990, Part VI, Section A, Line 7b DECISIONS OF GOVERNING BODY APPROVAL BY MEMBERS OR SHAREHOLDERS DECISIONS THAT ASSOCIATION COUNSEL DETERMINES ARE RELATED TO MEMBER RIGHTS GO TO THE GENERAL MEMBERSHIP FOR APPROVAL. Form 990, Part VI, Section B, Line 11b A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS IN ELECTRONIC FORMAT UNLESS A PAPER COPY IS REQUESTED. Form 990, Part VI, Section B, Line 12c A CONFLICT OF INTEREST FORM IS GIVEN TO ALL BOARD MEMBERS, AND TO ANY COMMITTEE MEMBERS WHO HAVE FINANCIAL RESPONSIBILITIES.THEY ARE SIGNED AND RETURNED TO SAN DIEGO BAR ASSOCIATION' S OFFICE, WHERE THEY ARE KEPT ON FILE. IF A CONFLICT OF INTEREST WERE TO ARISE, THE SITUATION WOULD BE REVIEWED AND EITHER RESOLVED OR THE MEMBER WOULD RECUSE THEMSELVES FROM ANY INVOLVEMENT WITH THE TRANSACTION. Form 990, Part VI, Section B, Line 15a ON AN ANNUAL BASIS, THE SDCBA PRESIDENT AND EXECUTIVE COMMITTEE ARE RESPONSIBLE FOR MAKING A RECOMMENDATION REGARDING THE COMPENSATION OF THE EXECUTIVE DIRECTOR, FOR CONDSIDERATION AND APPROVAL BY THE BOARD OF DIRECTORS. THIS VITE MAY TAKE PLACE EITHER AT THE DECEMBER BOARD MEETING, OR AT A SPACIAL MEETING THAT MAY BE COVERED BY THE SDCBA PRESIDENT. BOARD APPROVAL OF THE EXECUTIVE DIRECTORS COMPENSATION IS TO TAKE PLACE PRIOE TO THE END OF THE CALENDAR YEAR. THE SDCBA PRESIDENT AND EXECUTIVE COMMITTEE SHAL MEET WITH THE EXECUTIVE DIRECTOR TO SOLICIT INPUT REGARDING THE SETTING OF COMPENSATION. THE SDCBA PRESIDENT SHAL ALSO CONSIDER AND SOLICIT INPUT FROM ANY MEMBER OF THE BOARD OF DIRECTORS THAT WISHES TO BE HEARD ON THE ISSUES OF THE SETTING OF THE COMPENSATION OF THE EXECUTIVE DIRECTOR. DURING THE ANNUAL COMPENSATION REVIEW, THE PRESIDENT AND EXECUTIVE COMMITTEE WILL REVIEW COMPARISON DATA FROM SIMILAR BAR ASSOCIATIONS AND OTHE PROFESSIONAL MEMBERSHIP ORGANIZATIONS OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS IN PREPARING THE COMPENSATION RECOMMENDATION TO THE BOARD. A RECORD OF THE MEETING AND DISCUSSIONS RELATIVE TO EXECUTIVE DIRECTORS COMPENSATION WILL BE DOCUMENTED, AND THE JUSTIFICATION FOR ANY RECOMMENDED ADHUSTMENTS TO SAID COMPENSATION WILL ALSO BE DOCUMENTED. THIS RECORD AND DOCUMENTATION SHALL BE SENT TO THE SDCBAS ATTORNEY OF RECORD WHO SHALL PRESERVE THE DOCUMENTATION FOR THE FUTURE BOARD TO REVIEW. THE PRESIDENT AND/OR MEMBER OF THE EXECUTIVE COMMITTEE WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT OF THE EXECUTIVE DIRECTOR SHALL NOT PARTICIPATE IN ANY RECOMMENDATIONS OR DECISIONS PERTAINING TO THE COMPENSATION OF THE EXECUTIVE DIRECTOR.MODIFICATIONS TO THE EXECUTIVE DIRECTORS SALARY MUST BE DOCUMENTED IN A MEMORANDUM TO THE EXECUTIVE DIRECTOR FROM THE PRESIDENT WITH A COPY TO THE CFO FOR IMPLEMENTATION THROUGH THE PAYROLL SYSTEM. Form 990, Part VI, Section B, Line 15b THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION OF ALL OTHER SDCBA STAFF, AND SUCH COMPENSATION IS SET AFTER REVIEW OF COMPARISON DATA FROM SIMILAR BAR ASSOCIATIONS AND OTHER PROFESSIONAL MEMBERSHIP ORGANIZATIONS OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. Form 990, Part VI, Section C, Line 19 CONSOLIDATED FINANCIAL STATEMENT: THE AUDITED CONSOLIDATED FINANCIALS ARE AVAILABLE UPON REQUEST. THE INTERNALLY PREPARED ANNUAL REPORT IS AVAILABLE ON THE WEBSITE.OTHER GOVERNANCE DOCUMENTS AVAILABLE:SAN DIEGO COUNTY BAR ASSOCIATION' S BYLAWS AND THE POLICY MANUAL, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, ARE AVAILABLE ON THE WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. UNION & B LLC 401 W A STREET SUITE 100 SAN DIEGO CA 92101 465487447 RENTAL OF OTHER REAL ESTATE CA 126372 12960817 SAN DIEGO COUNTY BAR ASSOCIATION 1241 STATE STREET LLC 401 W A STREET SUITE 100 SAN DIEGO CA 92101 464974270 RENTAL OF NONRESIDENTIAL BUILDING CA 110297 4108415 SAN DIEGO COUNTY BAR ASSOCIATION false false false false false false false false false false false false false false false false false false false