Nonprofit · EIN 95-1994337
COMMUNITY LEGAL AID SOCAL
Tax-exempt · SANTA ANA, CA 92705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990 | $17,531,462 | $15,660,657 | $1,870,805 | $13,881,337 | $5,349,978 | $8,531,359 |
| January 31, 2025 | 990 | $15,494,243 | $17,080,610 | -$1,586,367 | $11,565,712 | $4,905,158 | $6,660,554 |
| January 31, 2024 | 990 | $16,953,104 | $15,766,442 | $1,186,662 | $12,587,964 | $4,341,043 | $8,246,921 |
Financial details: 990 for the year ended January 31, 2026
Revenue
- Contributions, gifts and grants
- $17,142,374
- of which government grants
- $17,092,970
- Program service revenue
- $0
- Investment income
- $175,452
- Net income from fundraising events
- $33,213
- Other revenue
- $213,636
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $940,343
- Other salaries and wages
- $9,045,033
- Salaries, compensation and benefits (total)
- $12,470,258
- Professional fundraising fees
- $0
- Legal fees
- $28,938
- Accounting fees
- $33,995
- Occupancy
- $339,778
- Travel
- $87,093
- Depreciation
- $124,039
- Program services (functional)
- $12,265,949
- Management and general (functional)
- $3,228,007
- Fundraising (functional)
- $166,701
Balance sheet and other
- Total assets, start of year
- $11,565,712
- Total assets, end of year
- $13,881,337
- Total liabilities, end of year
- $5,349,978
- Net assets, end of year
- $8,531,359
- Land, buildings and equipment
- $4,868,019
- Net assets without donor restrictions
- $8,531,359
- Gross receipts
- $17,632,686
- Employees
- 163
- Volunteers
- 343
- Year formed
- 1958
- 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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN ANNE MARR | EXECUTIVE DIRECTOR | 40 | $234,397 | $35,779 |
| VICTOR MONZON | DIRECTOR OF FINANC | 40 | $163,931 | $16,764 |
| ELIZABETH VALDEZ | DIRECTOR OF HR | 40 | $148,248 | $29,779 |
| AKIKO NISHINO | DIRECTOR OF LEGAL | 40 | $160,152 | $3,965 |
| STEPHANIE SPILKER | DIRECTOR OF OPERAT | 40 | $146,655 | $673 |
| MICHAEL BEHRENS | PAST PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| ALLISON CUFF | Vice President Trustee or director, Officer | 3 | $0 | $0 |
| ERICKA IBARRA | Vice President Trustee or director, Officer | 3 | $0 | $0 |
| ANIKA WILSON | Vice President Trustee or director, Officer | 3 | $0 | $0 |
| YASHINA BURNS | BOARD PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| TEDDY NGUYEN | PRESIDENT ELECT Trustee or director, Officer | 3 | $0 | $0 |
| LUCAS HORI | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| NIKKI MILIBAND | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 |
| MIRYAM ABITBOL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VANESSA DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JORGE DENEVE | BOARD MEMBER Trustee or director | 1 | $0 |
| BLAIR GANSON | BOARD MEMBER Trustee or director | 1 | $0 |
| NANCY GLICKMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNI KATZER | BOARD MEMBER Trustee or director | 1 | $0 |
| DEIRDRE KELLY | BOARD MEMBER Trustee or director | 1 | $0 |
| JONATHAN LITTLE | BOARD MEMBER Trustee or director | 1 | $0 |
| MARCO ORTEGA | BOARD MEMBER Trustee or director | 1 | $0 |
| RICH OTERA | BOARD MEMBER Trustee or director | 1 | $0 |
| SCOT RIVES | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEX RUIZ | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE SOHN | BOARD MEMBER Trustee or director | 1 | $0 |
| LEONOR TAPIA | BOARD MEMBER Trustee or director | 1 | $0 |
| SARA TIERNAY-GROSS | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBORAH TRELLES | BOARD MEMBER Trustee or director | 1 | $0 |
| HONIEH UDENKA | BOARD MEMBER Trustee or director | 1 | $0 |
| DONNA VARELA | BOARD MEMBER Trustee or director | 1 | $0 |
| RYAN WALSH | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFF WERTHEIMER | Secretary Trustee or director | 3 | $0 |
| YURIRIA DE JESUS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended January 31, 2025: 39 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN MARR | Executive Director Trustee or director, Highest-paid employee | 40 | $226,407 | $33,236 |
| MAXINE MARGARITIS | Director of Operations Trustee or director, Key employee | 40 | $151,060 | $11,902 |
| ELIZABETH VALDEZ | Director of Human Resources Key employee | 40 | $133,068 | $29,082 |
| ANTHONY FILER | Directing Attorney Key employee | 40 | $121,504 | $22,271 |
| EMILY ROSE WING | Director of Fund Development Key employee | 40 | $126,509 | $13,733 |
| JASON COLEMAN | Directing Attorney Key employee | 40 | $126,302 | $13,683 |
| TEDDY NGUYEN | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| RICH OTERA | Board Member Trustee or director | 1 | $0 | $0 |
| DONNA VALERA | Board Member Trustee or director | 1 | $0 | $0 |
| RYAN WALSH | Board Member Trustee or director | 1 | $0 | $0 |
| SCOT RIVES | Board Member Trustee or director | 1 | $0 | $0 |
| ANIKA WILSON | Vice - President Trustee or director, Officer | 1 | $0 | $0 |
| JENNI KATZER | Board Member Trustee or director | 1 | $0 | $0 |
| ALLISON CUFF | Vice President Trustee or director | 1 | $0 | $0 |
| MIRYAM ABITBOL | Board Member Trustee or director | 1 | $0 | $0 |
| JORGE DENEVE | Board Member Trustee or director | 1 | $0 | $0 |
| YASHINA BURNS | CFO Trustee or director, Officer | 3 | $0 | $0 |
| LAUREN GROCHOW | Board Member Trustee or director | 3 | $0 | $0 |
| MATTHEW PHAM | Board Member Trustee or director | 1 | $0 | $0 |
| HONIEH UDENKA | Board Member Trustee or director | 1 | $0 | $0 |
| DEBORAH TRELLES | Board Member Trustee or director | 1 | $0 | $0 |
| JEFF WERTHEIMER | Board Member Trustee or director | 1 | $0 | $0 |
| MARCO ORTEGA | Board Member Trustee or director | 1 | $0 | $0 |
| MICHELLE GOURLEY | Board Member Trustee or director | 1 | $0 | $0 |
| STEVE SOHN | Board Member Trustee or director | 1 | $0 | $0 |
| VANESSA DAVIS | Board Member Trustee or director | 3 | $0 | $0 |
| DEIRDE KELLY | Board Member Trustee or director | 1 | $0 | $0 |
| YURI DE JESUS RAMIREZ | Board Member Trustee or director | 1 | $0 | $0 |
| RITA OKOROGU | Board Member Trustee or director, Officer | 3 | $0 | $0 |
| ORCHID CAMERON | Board Member Trustee or director | 1 | $0 | $0 |
| NANCY GLICKMAN | Board member Trustee or director | 3 | $0 | $0 |
| MIKE BEHRENS | Board Member Trustee or director | 1 | $0 | $0 |
| JON LITTLE | Board Member Trustee or director | 1 | $0 | $0 |
| JORDAN MARTELL | CFO Trustee or director, Officer | 3 | $0 | $0 |
| BLAIR GANSON | Board Member Trustee or director | 1 | $0 | $0 |
| NIKKI MILIBAND | President Trustee or director, Officer | 3 | $0 | $0 |
| ERICKA IBARRA | Vice - President Trustee or director, Officer | 1 | $0 | $0 |
| LUCAS HORI | Board Member Trustee or director | 1 | $0 | $0 |
| SIERRA TIERNEY-GROSS | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended January 31, 2024: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN MARR | Executive Director Trustee or director, Highest-paid employee | 40 | $226,404 | $31,146 |
| MAXINE MARGARITIS | Director of Operations Trustee or director, Key employee | 40 | $166,213 | $14,883 |
| AMY GOLDMAN | Director of Legal Services Trustee or director, Key employee | 40 | $142,916 | $14,234 |
| ANTHONY FILER | Directing Attorney Trustee or director, Key employee | 40 | $121,504 | $20,748 |
| JASON COLEMAN | Attorney Trustee or director, Key employee | 40 | $125,807 | $12,963 |
| DEIRDE KELLY | Board Member Trustee or director | 1 | $0 | $0 |
| YURI DE JESUS RAMIREZ | Board Member Trustee or director | 1 | $0 | $0 |
| LUCAS HORI | Board Member Trustee or director | 1 | $0 | $0 |
| MICHELLE GOURLEY | Board Member Trustee or director | 1 | $0 | $0 |
| STEVE SOHN | Board Member Trustee or director | 1 | $0 | $0 |
| VANESSA DAVIS | Board Member Trustee or director | 3 | $0 | $0 |
| JON LITTLE | Board Member Trustee or director | 1 | $0 | $0 |
| ORCHID CAMERON | Board Member Trustee or director | 1 | $0 | $0 |
| MEI TSANG | Board member Trustee or director | 3 | $0 | $0 |
| MIKE BEHRENS | Board Member Trustee or director | 1 | $0 | $0 |
| MARTHA MAURICIO | Board Member Trustee or director | 1 | $0 | $0 |
| ERICKA IBARRA | Board Member Trustee or director | 1 | $0 | $0 |
| ANIKA WILSON | Board Member Trustee or director | 1 | $0 | $0 |
| SCOT RIVES | Board Member Trustee or director | 1 | $0 | $0 |
| ALLISON CUFF | Vice President Trustee or director | 1 | $0 | $0 |
| JENNI KATZER | Board Member Trustee or director | 1 | $0 | $0 |
| RICH OTERA | Board Member Trustee or director | 1 | $0 | $0 |
| TEDDY NGUYEN | Board Member Trustee or director | 1 | $0 | $0 |
| RYAN WALSH | Board Member Trustee or director | 1 | $0 | $0 |
| DONNA VALERA | Board Member Trustee or director | 1 | $0 | $0 |
| MIRYAM ABITBOL | Board Member Trustee or director | 1 | $0 | $0 |
| DEBORAH TRELLES | Board Member Trustee or director | 1 | $0 | $0 |
| HONIEH UDENKA | Board Member Trustee or director | 1 | $0 | $0 |
| MARCO ORTEGA | Board Member Trustee or director | 1 | $0 | $0 |
| JEFF WERTHEIMER | Board Member Trustee or director | 1 | $0 | $0 |
| MATTHEW PHAM | Board Member Trustee or director | 1 | $0 | $0 |
| JORGE DENEVE | Board Member Trustee or director | 1 | $0 | $0 |
| NIKKI MILIBAND | President-elect Trustee or director, Officer | 3 | $0 | $0 |
| RITA OKOROGU | Vice President Trustee or director, Officer | 3 | $0 | $0 |
| LAUREN GROCHOW | President Trustee or director, Officer | 3 | $0 | $0 |
| JORDAN MARTELL | CFO Trustee or director, Officer | 3 | $0 | $0 |
| YASHINA BURNS | Secretary Trustee or director, Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2101 N TUSTIN AVE, SANTA ANA, CA 92705-7819
- In care of
- % KATE MARR
- Signed the 990
- KATE MARR, Executive Director
- Phone
- (714) 571-5200
- Website
- WWW.COMMUNITYLEGALSOCAL.ORG
- Return prepared by
- APAC CPAS INC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1994337 or by the name COMMUNITY LEGAL AID SOCAL.
- 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
COMMUNITY LEGAL AID SOCAL PROVIDES COMPASSIONATE, HOLISTIC, AND IMPACTFUL LEGAL SERVICES TO RESIDENTS OF LOS ANGELES AND ORANGE COUNTIES WHO NEED HELP WITH HOUSING, FAMILY LAW, HEALTHCARE ACCESS AND OTHER AREAS OF LAW.
Program accomplishments
- COMMUNITY LEGAL AID SOCAL (CLA SOCAL) IS DEDICATED TO MEETING THE CIVIL LEGAL NEEDS OF LOW-INCOME PEOPLE THROUGHOUT ORANGE AND SOUTHEAST LOS ANGELES COUNTIES. CLA SOCAL HELPS WITH LEGAL ISSUES RELATED TO FAMILY LAW, ACCESS TO HEALTHCARE, PUBLIC BENEFITS, CONSUMER DEFENSE, AND HOUSING. CLA SOCAL ALSO HAS A SPECIAL UNIT DEDICATED TO SENIORS AND PROVIDES CASE MANAGEMENT TO CLIENTS WHO ARE IDENTIFIED AS NEEDING A GREATER LEVEL OF SUPPORT TO INCREASE THEIR ABILITY TO PARTICIPATE IN THE LEGAL PROCESS. CLA SOCAL OFFERS A FULL RANGE OF LEGAL ASSISTANCE, INCLUDING INFORMATION AND REFERRALS, COUNSEL AND ADVICE, WORKSHOPS, CLINICS, AND DIRECT LEGAL REPRESENTATION IN EACH OF THESE AREAS.Expenses $12,265,949
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990 on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 95-1994337
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1960
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Crime and legal-related (I800)
- Assets (IRS master file)
- $13,881,337
- Income (IRS master file)
- $17,632,686
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2026 | $17,531,462 | $15,660,657 | $13,881,337 | XML |
| 990 | January 2025 | $15,494,243 | $17,080,610 | $11,565,712 | XML |
| 990 | January 2024 | $16,953,104 | $15,766,442 | $12,587,964 | XML |
| 990 | January 2023 | $13,841,114 | $13,735,240 | $11,583,566 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | 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 95-1994337).
Questions about COMMUNITY LEGAL AID SOCAL
- What is the EIN of COMMUNITY LEGAL AID SOCAL?
- The employer identification number (EIN) of COMMUNITY LEGAL AID SOCAL is 95-1994337.
- Is COMMUNITY LEGAL AID SOCAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to COMMUNITY LEGAL AID SOCAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY LEGAL AID SOCAL 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 COMMUNITY LEGAL AID SOCAL due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY LEGAL AID SOCAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2026.
- Who are the officers and directors of COMMUNITY LEGAL AID SOCAL?
- The 990 for the year ended January 31, 2026 lists 34 people; 5 received compensation from the organization, the highest $234,397 (KATHRYN ANNE MARR, EXECUTIVE DIRECTOR).
- How much revenue does COMMUNITY LEGAL AID SOCAL have?
- On its 990 for the year ended January 31, 2026 it reported revenue of $17,531,462, expenses of $15,660,657 and total assets of $13,881,337 at year end.
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All nonprofits in SANTA ANA · California · Crime and legal-related