2026-02-16T09:26:05-06:00 2025-06-30 331756852 COHEN & CO ADVISORY LLC OFFICES LISTED AT WWWCOHENCOCOM OH 44115 990 2024-07-01 273063903 CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION CALI 4153699646 9301 WILSHIRE BLVD 611 BEVERLY HILLS CA 90210 GHUFRAN RIZVI PRESIDENT 4153699646 2026-02-13 1 1 MATTHEW RAGER P00801997 8002291099 2026-02-13 2024 2025-03-06 01:10:19Z GHUFRAN RIZVI 9301 WILSHIRE BLVD 611 BEVERLY HILLS CA 90210 279631 0 X WWW.CALALTS.ORG X 2010 CA THE CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION (CALALTS) IS A NON-PROFIT, MEMBER BASED ORGANIZATION FOUNDED TO FOSTER THE GROWTH AND DEVELOPMENT OF THOSE WITHIN THE ALTERNATIVE INVESTMENTS INDUSTRY IN CALIFORNIA THROUGH KNOWLEDGE SHARING, THOUGHT-LEADERSHIP, ADVOCACY OF SOUND BUSINESS PRACTICES, EVENTS, RESOURCES, AND EDUCATIONAL PROGRAMS. 7 7 0 0 0 0 134404 106676 148212 172955 0 0 0 0 282616 279631 0 0 0 0 0 0 0 0 0 235035 220859 235035 220859 47581 58772 235808 294580 0 0 235808 294580 X THE CALIFORNIA ALTERNATIVE INVESTMENTS ASSOCIATION (CALALTS) IS A NON-PROFIT, MEMBER BASED ORGANIZATION FOUNDED TO FOSTER THE GROWTH AND DEVELOPMENT OF THOSE WITHIN THE ALTERNATIVE INVESTMENTS INDUSTRY IN CALIFORNIA THROUGH KNOWLEDGE SHARING, THOUGHT-LEADERSHIP, ADVOCACY OF SOUND BUSINESS PRACTICES, EVENTS, RESOURCES, AND EDUCATIONAL PROGRAMS. 0 0 67555 88300 CALALTS HAS BEEN OFFERING INDUSTRY EDUCATIONAL AND NETWORKING EVENTS FEATURING TOPICAL DISCUSSION OF MATTERS INCLUDING REGULATION, BEST PRACTICES, ECONOMIC OUTLOOK, PORTFOLIO CONSTRUCTION, AND RISK MANAGEMENT. DURING THE YEAR CALALTS HOSTED VARIOUS IN PERSON EDUCATIONAL AND NETWORKING EVENTS AND OVER 25 VIRTUAL EVENTS/MEETINGS THAT SUPPORTED MORE THAN 1000 ATTENDEES. 3900 4500 CALALTS CONTINUES TO INVEST IN WEBSITE AND COMMUNICATION ENHANCEMENTS DESIGNED TO SERVE OVER 4,500 INDIVIDUALS INCLUDING ITS MEMBERSHIP AND NON-MEMBERS WITHIN THE ALTERNATIVE INVESTMENTS INDUSTRY AT LARGE. COMMUNICATION EFFORTS IN THE FORM OF OUR WEBSITE, EMAILS, VIRTUAL NEWSLETTERS, SOCIAL MEDIA POSTS FOCUS ON PROMOTING THE MISSION OF THE ORGANIZATION THROUGHOUT THE PUBLIC. CALALTS OFFERS EVENTS FOR BOTH MEMBERS AND INTERESTED NONMEMBERS AND CALALTS SUPPORTS INDUSTRY RELATED EVENT ANNOUNCEMENTS AND EVENTS.IN AN EFFORT TO GENERATE ADDITIONAL EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR OUR MEMBERS WE ALSO FORM RELATIONSHIPS WITH OTHER RELATED PROFESSIONAL ASSOCIATIONS. FINALLY, CALALTS HAS VIRTUAL GROUPS THAT SUPPORT THOUGHT LEADERSHIP THROUGHOUT THE INDUSTRY WITH A SPECIFIC EMPHASIS ON KEY AREAS LIKE VC/PE, REAL ESTATE, NEXT GENERATION LEADERS, AND PHILANTHROPY. 29017 32000 CALALTS CONTINUES TO OFFER FREE MONTHLY EDUCATIONAL WEBINARS AS WELL AS AT LEAST QUARTERLY IN PERSON EVENTS. 100472 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 CA X KAREN DARDICK 4107710001 2510 E WILLOW ST UNIT 208 SIGNAL HILL CA 90755 X RYAN ROSEN DIRECTOR 1.00 X 0 0 0 MICHELLE BERGREN TREASURER 1.00 X 0 0 0 RACHEL BREWSTER DIRECTOR 2.00 X 0 0 0 HOWARD NURTHMAN DIRECTOR 1.00 X 0 0 0 DAVID BRADLEY DIRECTOR 1.00 X 0 0 0 LILLY PALMER DIRECTOR 1.00 X 0 0 0 ROBERT KLEIN DIRECTOR 1.00 X 0 0 0 ART ZWICKEL DIRECTOR 1.00 X 0 0 0 JIM BOSWELL DIRECTOR 1.00 X 0 0 0 ROBIN FINK DIRECTOR 2.00 X 0 0 0 MARC WOLF CHAIRMAN OF THE BOARD 1.00 X 0 0 0 SASHA BURSTEIN SECRETARY 1.00 X 0 0 0 ANGELA TY 1ST VICE PRESIDENT 2.00 X 0 0 0 GHUFRAN RIZVI PRESIDENT 2.00 X 0 0 0 0 0 0 0 0 0 0 0 106676 106676 ALTS LA 900099 119940 119940 WINE EVENT INCOME 900099 42792 42792 ALTSSV 900099 5223 5223 EVENT SPONSORSHIPS 900099 5000 5000 172955 279631 172955 0 0 52997 52997 2622 2622 2330 2330 1678 1678 2619 2619 EVENT EXPENSES 100472 100472 OUTSIDE SERVICES 18195 18195 DONATIONS 12843 12843 ADMIN 11440 11440 15663 15663 220859 100472 120387 0 235808 194580 100000 235808 294580 0 0 X 0 0 0 0 235808 294580 235808 294580 235808 294580 58772 0 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 AS OF JULY, 1 2022 THE ORGANIZATION CONTRACTED WITH A BOOKKEEPER, A SOCIAL MEDIA PROVIDER, OPERATIONS ASSISTANT AND AN OPERATIONS ADMINISTRATOR. THESE GROUPS COMBINED PROVIDE MANAGEMENT AND ADMINISTRATIVE SERVICES. SUCH SERVICES ARE ESTIMATED TO BE 40 HOURS PER WEEK. THE ORGANIZATION PAID A TOTAL OF $82,632 FOR THE SERVICES FOR THE FISCAL YEAR ENDING JUNE 30, 2025. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD HAS THE ABILITY TO ELECT CERTAIN DIRECTORS IN ACCORDANCE WITH OUR BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD HAS THE ABILITY TO ELECT CERTAIN DIRECTORS IN ACCORDANCE WITH OUR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC