2025-11-17T20:11:35-06:00 2024-12-31 931474593 MILLER CPA GROUP PC 2131 PALOMAR AIRPORT ROAD SUITE 226 CARLSBAD CA 920111433 990 2024-01-01 951732225 SAN DIEGO COUNTY BAR ASSOCIATION SAND 6192310781 330 A STREET SAN DIEGO CA 92101 SCOTT CARR EXECUTIVE DIRECTOR 6192310781 2025-11-17 1 0 ALANA TAMARA MILLER P01584147 7606838630 2025-11-17 2024 2025-03-06 01:10:19Z SCOTT CARR 330 A STREET SAN DIEGO CA 92101 3569495 0 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 PRBLIC AND THE PROFESSION BY ENHANCING THE LEGAL SYSTEM AND PROMOTING JUSTICE, PROFESSIONAL EXCELLENCE, AND RESPECT FOR THE LAW. 20 20 30 320 0 57591 0 64325 2815642 2690237 346632 371526 -3183 235248 3159091 3361336 0 500 0 0 2424159 2138464 0 0 173803 1925592 1541253 4349751 3680217 -1190660 -318881 21360762 21213593 1822027 1687296 19538735 19526297 X THE MISSION OF THE SAN DIEGO COUNTY BAR ASSOCIATION IS TO BE THE REPRESENTATIVE OF THE SAN DIEGO COUNTY LEGAL PROFESSION, SERVING THE PRBLIC AND THE PROFESSION BY ENHANCING THE LEGAL SYSTEM AND PROMOTING JUSTICE, PROFESSIONAL EXCELLENCE, AND RESPECT FOR THE LAW. 0 0 583598 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 PUBLICSERVICE 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. 727979 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) PRACTICEBASED 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. 379372 COMMUNICATIONS AND PUBLICATIONS THE ASSOCIATION PRODUCES SAN DIEGO LAWYER A BIMONTHLY, 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 ENEWSLETTER FOR LAWYERS IN THEIR FIRST 7 YEARS OF PRACTICE CALLED FOR THE RECORD. 1690949 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 30 0 1 30 1 1 1 0 0 0 1 1 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SCOTT CARR 6192310781 330 A ST SAN DIEGO CA 92101 CRYSTAL TRULL EXECUTIVE DIRECTOR 40.00 0.00 X X 134680 0 16618 STACEY KARTCHNER PRESIDENT 2.00 0.00 X X 0 0 0 MICHELLE GASTIL PRESIDENT-ELECT 2.00 0.00 X X 0 0 0 MELISSA JOHNSON IMMEDIATE PAST PRESIDENT 2.00 0.00 X X 0 0 0 SPENCER SCOTT TREASURER 2.00 0.00 X X 0 0 0 TATIANA KLINE SECRETARY 2.00 0.00 X X 0 0 0 LESLIE ABRIGO DIRECTOR 5.00 0.00 X 0 0 0 MICHAEL CROWLEY DIRECTOR 2.00 0.00 X 0 0 0 JASON EVANS DIRECTOR 2.00 0.00 X 0 0 0 NICOLE HEEDER DIRECTOR 2.00 0.00 X 0 0 0 BRANDON KIMURA DIRECTOR 2.00 0.00 X 0 0 0 NICOLE D'AMBROGI DIRECTOR 2.00 0.00 X 0 0 0 SARAH GARRICK DIRECTOR 2.00 0.00 X 0 0 0 FLAVIO NOMINATI DIRECTOR 2.00 0.00 X 0 0 0 STEPHANIE PENGILLEY DIRECTOR 2.00 0.00 X 0 0 0 D ELISABETH SILVA DIRECTOR 2.00 0.00 X 0 0 0 CYNTHIA STRATTON DIRECTOR 2.00 0.00 X 0 0 0 TANEASHIA MORRELL DIRECTOR 2.00 0.00 X 0 0 0 TIMOTHY WILLIAMS DIRECTOR 2.00 0.00 X 0 0 0 FANNY YU DIRECTOR 2.00 0.00 X 0 0 0 ELIJAH GAGLIO DIRECTOR 2.00 0.00 X 0 0 0 MICHELLE CHAVEZ DIRECTOR OF PUBLIC SERVICE PROGRAMS 40.00 0.00 X 111396 0 15628 NIC HAGAN DIRECTOR OF OPERATIONS AND BUSINESS DEVELOPMENT 40.00 0.00 X 110317 0 10590 SARAH HARRIS DIRECTOR OF PROGRAMS AND EVENTS 40.00 0.00 X 116473 0 140 RON MARCUS DIRECTOR OF MARKETING AND OUTREACH 40.00 0.00 X 103092 0 0 575958 0 42976 5 1 1 0 0 64325 64325 LAWYER REFERRAL AND IN 541100 1476670 1476670 MEMBERSHIP DUES & ASSM 541100 1123669 1123669 MEMBERSHIP SVC, COM & 541100 89898 89898 2690237 371526 371526 108350 108350 49811 0 49811 49811 49811 37679 64325 208159 -170480 -170480 ADVERTISING 900099 203345 203345 OTHER INCOME 900099 44222 44222 247567 3361336 2690237 0 606774 500 500 618933 152051 303362 163520 1193640 692311 501329 199369 153514 45855 126522 62752 53487 10283 139685 56448 83237 41549 8724 32825 193969 69094 124875 211028 210988 40 83141 46852 36289 83036 40750 42286 275961 57840 218121 16968 15245 1723 8058 7058 1000 6766 6766 92897 92897 39425 14333 25092 LICENSES AND TAXES 111713 10600 101113 MISCELLANEOUS 93255 2020 91235 BANK CHARGES AND FEES 67634 54549 13085 DIRECT PROGRAM EXPENSES 23674 22700 974 52494 12620 39874 3680217 1690949 1815465 173803 184598 901429 28961 5164 312182 31667 10451586 162008 7957293 10289578 12484750 9592777 392978 392978 21360762 21213593 793172 598736 413154 489073 507964 507964 107737 91523 1822027 1687296 X 19515332 19426865 23403 99432 19538735 19526297 21360762 21213593 -318881 255285 -23731 74889 0 X 0 1 X 1 0 1 1 0 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 131346 2327454 3621586 30662 3590924 10289578 INVESTMENTS 9592777 F 9592777 UNALLOCATED FUNDS (AMS) 35544 SUBTENANT SECURITY DEPOSIT 18571 INDIGENT CRIMINAL DEFENSE FUND 37408 91523 X 3592890 255285 255285 3337605 23731 23731 3361336 3680217 0 3680217 0 3680217 PART X, LINE 2: FASB ASC 740 FOOTNOTE THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FASB ACCOUNTING STANDARDS CODIFICATION. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLIACABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024. EVENTS 102004 64325 37679 185757 4905 17497 102004 64325 37679 185757 4905 17497 208159 -170480 0 0 0 CRYSTAL TRULL EXECUTIVE DIRECTOR 134680 0 0 0 0 0 4519 0 12099 0 151298 0 0 0 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 BYLAWS WHICH ARE POSTED AT THEIR WEBSITE. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY (BOARD OF DIRECTORS) IS ELECTED THROUGH 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 15 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 PRIDE 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 HR DIRECTOR 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 191434 12525465 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 182343 2183866 SAN DIEGO COUNTY BAR ASSOCIATION