Nonprofit · EIN 95-1732225
SAN DIEGO COUNTY BAR ASSOCIATION
Also known as LAWYER REFERRAL SRV OF SD COUNTY
Tax-exempt · SAN DIEGO, CA 92101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,361,336 | $3,680,217 | -$318,881 | $21,213,593 | $1,687,296 | $19,526,297 |
| December 31, 2023 | 990 | $3,159,091 | $4,349,751 | -$1,190,660 | $20,975,563 | $1,669,644 | $19,305,919 |
| December 31, 2022 | 990 (amended) | $18,768,938 | $4,005,424 | $14,763,514 | $21,806,104 | $1,803,195 | $20,002,909 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $64,325
- Program service revenue
- $2,690,237
- Investment income
- $371,526
- Royalties
- $108,350
- Net rental income
- $49,811
- Net income from fundraising events
- -$170,480
- Other revenue
- $235,248
Expenses
- Grants and similar amounts paid
- $500
- Compensation of officers, directors and key employees
- $618,933
- Other salaries and wages
- $1,193,640
- Salaries, compensation and benefits (total)
- $2,138,464
- Professional fundraising fees
- $0
- Legal fees
- $139,685
- Accounting fees
- $41,549
- Occupancy
- $275,961
- Travel
- $16,968
- Depreciation
- $92,897
- Program services (functional)
- $1,690,949
- Management and general (functional)
- $1,815,465
- Fundraising (functional)
- $173,803
Balance sheet and other
- Total assets, start of year
- $21,360,762
- Total assets, end of year
- $21,213,593
- Total liabilities, end of year
- $1,687,296
- Net assets, end of year
- $19,526,297
- Land, buildings and equipment
- $10,289,578
- Net assets without donor restrictions
- $19,426,865
- Net assets with donor restrictions
- $99,432
- Gross receipts
- $3,569,495
- Employees
- 30
- Volunteers
- 320
- Year formed
- 1899
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CRYSTAL TRULL | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $134,680 | $16,618 |
| MICHELLE CHAVEZ | DIRECTOR OF PUBLIC SERVICE PROGRAMS Highest-paid employee | 40 | $111,396 | $15,628 |
| NIC HAGAN | DIRECTOR OF OPERATIONS AND BUSINESS DEVELOPMENT Highest-paid employee | 40 | $110,317 | $10,590 |
| SARAH HARRIS | DIRECTOR OF PROGRAMS AND EVENTS Highest-paid employee | 40 | $116,473 | $140 |
| RON MARCUS | DIRECTOR OF MARKETING AND OUTREACH Highest-paid employee | 40 | $103,092 | $0 |
| STACEY KARTCHNER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MICHELLE GASTIL | PRESIDENT-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| MELISSA JOHNSON | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SPENCER SCOTT | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TATIANA KLINE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LESLIE ABRIGO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MICHAEL CROWLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JASON EVANS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICOLE HEEDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRANDON KIMURA | DIRECTOR Trustee or director | 2 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICOLE D'AMBROGI | DIRECTOR Trustee or director | 2 | $0 |
| SARAH GARRICK | DIRECTOR Trustee or director | 2 | $0 |
| FLAVIO NOMINATI | DIRECTOR Trustee or director | 2 | $0 |
| STEPHANIE PENGILLEY | DIRECTOR Trustee or director | 2 | $0 |
| D ELISABETH SILVA | DIRECTOR Trustee or director | 2 | $0 |
| CYNTHIA STRATTON | DIRECTOR Trustee or director | 2 | $0 |
| TANEASHIA MORRELL | DIRECTOR Trustee or director | 2 | $0 |
| TIMOTHY WILLIAMS | DIRECTOR Trustee or director | 2 | $0 |
| FANNY YU | DIRECTOR Trustee or director | 2 | $0 |
| ELIJAH GAGLIO | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM BALDWIN | Executive Dir. Officer | 45 | $220,000 | $16,653 |
| MARTIN SABORY | DIR. OF FINANCE Officer | 45 | $169,912 | $9,754 |
| RON MARCUS | DIR. OF MARKETING | 45 | $136,860 | $15,825 |
| MICHELLE CHAVEZ | DIR PUBLIC SERVICE | 45 | $114,430 | $10,114 |
| SARAH HARRIS | DIR PROG & EVENTS | 45 | $112,235 | $9,208 |
| KEITH FISHER | DEPUTY EXEC DIR Officer | 45 | $46,203 | $18,233 |
| Michael L Crowley | Director Trustee or director | 5 | $0 | $0 |
| DAVID MAJCHRZAK | Imm Past Pres. Trustee or director, Officer | 7 | $0 | $0 |
| Jason Evans | Director Trustee or director | 5 | $0 | $0 |
| Stephanie Pengilley | New Lawyer Rep Trustee or director | 5 | $0 | $0 |
| Nicole Heeder | Director Trustee or director | 5 | $0 | $0 |
| STACEY KARTCHNER | President-Elect Trustee or director, Officer | 10 | $0 | $0 |
| MELISSA JOHNSON | President Trustee or director, Officer | 20 | $0 | $0 |
| Tatiana Kline | Director Trustee or director | 5 | $0 | $0 |
| LESLIE ABRIGO | Director Trustee or director | 5 | $0 | $0 |
| MICHELLE GASTIL | Director Trustee or director | 5 | $0 | $0 |
| Brenda Lopez | Director Trustee or director | 5 | $0 | $0 |
| ROBERT SHAUGHNESSY | Secretary Trustee or director, Officer | 7 | $0 | $0 |
| Cynthia L Stratton | Director Trustee or director | 5 | $0 | $0 |
| Timothy G Williams | Director Trustee or director | 5 | $0 | $0 |
| SPENCER SCOTT | Director Trustee or director | 5 | $0 | $0 |
| BRANDON KIMURA | Director Trustee or director | 5 | $0 | $0 |
| FANNY YU | Treasurer Trustee or director, Officer | 10 | $0 | $0 |
| ANGELA MEDRANO | Director Trustee or director | 5 | $0 | $0 |
990 for the year ended December 31, 2022: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEITH FISHER | DEPUTY EXEC DIR Officer | 45 | $199,961 | $33,792 |
| RON MARCUS | DIR. OF MARKETING | 45 | $118,687 | $24,451 |
| MICHELLE CHAVEZ | DIR PUBLIC SERVICE | 45 | $107,545 | $23,130 |
| JILL EPSTEIN | Former Exec Dir Officer | 45 | $109,868 | $9,215 |
| PHILIP SCHNEIDER | FMR Dir of Fin Officer | 45 | $87,346 | $4,700 |
| MARTIN SABORY | DIR. OF FINANCE Officer | 45 | $72,344 | $4,714 |
| WILLIAM BALDWIN | Executive Dir. Officer | 45 | $21,154 | $1,520 |
| Warren Den | Director Trustee or director | 5 | $0 | $0 |
| RENEE STACKHOUSE | Imm President Trustee or director, Officer | 7 | $0 | $0 |
| Brenda Lopez | Director Trustee or director | 5 | $0 | $0 |
| JAKE ZINDULKA | New Lawyer Rep Trustee or director | 5 | $0 | $0 |
| Kimberly Swierenga | Director Trustee or director | 5 | $0 | $0 |
| STACEY KARTCHNER | Secretary Trustee or director, Officer | 7 | $0 | $0 |
| DAVID MAJCHRZAK | President Trustee or director, Officer | 20 | $0 | $0 |
| WILSON SCHOOLEY | Director Trustee or director | 5 | $0 | $0 |
| LESLIE ABRIGO | Director Trustee or director | 5 | $0 | $0 |
| MICHELLE GASTIL | Treasurer Trustee or director, Officer | 10 | $0 | $0 |
| MARCEL STEWART | Director Trustee or director | 5 | $0 | $0 |
| ROBERT SHAUGHNESSY | Director Trustee or director | 5 | $0 | $0 |
| MELISSA JOHNSON | PRESIDENT ELECT Trustee or director, Officer | 10 | $0 | $0 |
| JODI CLEESATTLE | Director Trustee or director | 5 | $0 | $0 |
| SPENCER SCOTT | Director Trustee or director | 5 | $0 | $0 |
| BRANDON KIMURA | Director Trustee or director | 5 | $0 | $0 |
| FANNY YU | Director Trustee or director | 5 | $0 | $0 |
| TATIANA KLINE | Director Trustee or director | 5 | $0 | $0 |
| ANGELA MEDRANO | Director Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 330 A ST, SAN DIEGO, CA 92101-4213
- Principal officer (990 for 2024)
- SCOTT CARR, 330 A STREET, SAN DIEGO, CA 92101
- Signed the 990
- SCOTT CARR, EXECUTIVE DIRECTOR
- Phone
- (619) 231-0781
- Website
- WWW.SDCBA.ORG
- Return prepared by
- MILLER CPA GROUP PC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1732225 or by the name SAN DIEGO COUNTY BAR ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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.Expenses $583,598
- 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.Expenses $727,979
- 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.Expenses $379,372
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-1732225
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $21,213,593
- Income (IRS master file)
- $3,569,495
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,361,336 | $3,680,217 | $21,213,593 | XML |
| 990 | December 2023 | $3,159,091 | $4,349,751 | $20,975,563 | XML |
| 990 | December 2022 | $18,768,938 | $4,005,424 | $21,806,104 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-1732225).
Questions about SAN DIEGO COUNTY BAR ASSOCIATION
- What is the EIN of SAN DIEGO COUNTY BAR ASSOCIATION?
- The employer identification number (EIN) of SAN DIEGO COUNTY BAR ASSOCIATION is 95-1732225.
- Is SAN DIEGO COUNTY BAR ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1954.
- Are donations to SAN DIEGO COUNTY BAR ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAN DIEGO COUNTY BAR ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN DIEGO COUNTY BAR ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN DIEGO COUNTY BAR ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAN DIEGO COUNTY BAR ASSOCIATION?
- The 990 for the year ended December 31, 2024 names SCOTT CARR.
- Who are the officers and directors of SAN DIEGO COUNTY BAR ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 25 people; 5 received compensation from the organization, the highest $134,680 (CRYSTAL TRULL, EXECUTIVE DIRECTOR).
- How much revenue does SAN DIEGO COUNTY BAR ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,361,336, expenses of $3,680,217 and total assets of $21,213,593 at year end.
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