Nonprofit · EIN 95-2925287
ORANGE COUNTY TRIAL LAWYERS ASSOCIATION
Tax-exempt · ANAHEIM, CA 92807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990 | $797,782 | $822,949 | -$25,167 | $376,885 | $8,142 | $368,743 |
Financial details: 990 for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $173,440
- Membership dues
- $173,440
- Program service revenue
- $585,513
- Investment income
- $247
- Royalties
- $764
- Other revenue
- $38,582
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $143,761
- Other salaries and wages
- $73,898
- Salaries, compensation and benefits (total)
- $240,618
- Professional fundraising fees
- $0
- Accounting fees
- $1,300
- Occupancy
- $21,233
- Travel
- $2,034
Balance sheet and other
- Total assets, start of year
- $401,648
- Total assets, end of year
- $376,885
- Total liabilities, end of year
- $8,142
- Net assets, end of year
- $368,743
- Gross unrelated business income
- $37,818
- Gross receipts
- $797,782
- Employees
- 2
- Volunteers
- 28
- Year formed
- 1963
- 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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANET THORNTON | EXECUTIVE DIRECTOR Highest-paid employee | 41 | $143,761 | $5,500 |
| JONATHAN DWORK | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 |
| AARON T HICKS | 1ST VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| CYNTHIA A CRAIG | EX-OFFICIO BOARD Trustee or director, Officer | 4 | $0 | $0 |
| DOUG VANDERPOOL | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| ALAIN KINALY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BENJAMIN IKUTA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BROOKE BOVE | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL BERRY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM ANTUNOVICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JASON ARGOS | PARLIAMENTARIAN Trustee or director, Officer | 1 | $0 | $0 |
| DARREN CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICHOLAS KOHAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL JEANDRON | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| DAVID BLAIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDSEY AITKEN CAMPBELL | PRESIDENT Trustee or director, Officer | 4 | $0 |
| JONATHAN MICHAELS | BOARD MEMBER Trustee or director | 1 | $0 |
| GARRETT CHAMBERS | TREASURER Trustee or director, Officer | 4 | $0 |
| WHITNEY D BERTCH | PRESIDENT ELECT Trustee or director, Officer | 4 | $0 |
| GEOFF RILL | BOARD MEMBER Trustee or director | 1 | $0 |
| CLARE LUCICH | 2ND VICE PRESIDENT Trustee or director, Officer | 4 | $0 |
| ALLEGRA RINEER | BOARD MEMBER Trustee or director | 1 | $0 |
| EDWIN HONG | BOARD MEMBER Trustee or director | 1 | $0 |
| FARNAZ SALESSI | BOARD MEMBER Trustee or director | 1 | $0 |
| MOHAMED ELDESSOUKY | BOARD MEMBER Trustee or director | 1 | $0 |
| ATTICUS WEGMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| AMANDA ROBINSON | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 505 S VILLA REAL STE 111, ANAHEIM, CA 92807-3447
- In care of
- % JANET THORNTON
- Principal officer (990 for 2023)
- WHITNEY D BERTCH, 23412 MOULTON PARKWAY 135, LAGUNA HILLS, CA 92653
- Signed the 990
- GARRETT CHAMBERS, SECRETARY
- Phone
- (949) 916-9577
- Website
- WWW.OCTLA.ORG
- Return prepared by
- INOUYE SHIVELY KLATT & MCCORVEY CPA'S
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2925287 or by the name ORANGE COUNTY TRIAL LAWYERS 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
PROFESSIONAL CONTINUING EDUCATION AND LEGAL TRADE ASSOCIATION WHICH ATTEMPTS TO IMPROVE THE QUALITY OF LEGAL REPRESENTATION BY EDUCATING TRIAL LAWYERS AND OTHER LEGAL PROFESSIONALS.
Program accomplishments
- SEMINARS AND CONFERENCES FOR MEMBERS' MANDATORY CONTINUING PROFESSIONAL EDUCATION. AVERAGE MEETING ATTENDANCE IS 45 TO 60.
- NEWSLETTER DISTRIBUTED QUARTERLY. INCLUDES ARTICLES ON HOW TO DO TRIAL LAW WORK, UPCOMING EVENTS, AND CURRENT LEGISLATION UPDATES. AVERAGE NUMBER OF COPIES PER ISSUE IS 750.
- MEETINGS FOR MEMBERS AND OTHERS TO BRING LEGAL COMMUNITY TOGETHER IN SOCIAL ARENA. AVERAGE ATTENDANCE IS 45 TO 60.
- GENERAL MEMBERSHIP SERVICES RELATED TO AND GENERAL MANAGEMENT OF THE ORGANIZATION.
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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2925287
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $392,600
- Income (IRS master file)
- $881,726
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2023 | $797,782 | $822,949 | $376,885 | XML |
| 990 | December 2022 | $737,628 | $666,234 | $401,648 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 95-2925287).
Questions about ORANGE COUNTY TRIAL LAWYERS ASSOCIATION
- What is the EIN of ORANGE COUNTY TRIAL LAWYERS ASSOCIATION?
- The employer identification number (EIN) of ORANGE COUNTY TRIAL LAWYERS ASSOCIATION is 95-2925287.
- Is ORANGE COUNTY TRIAL LAWYERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1966.
- Are donations to ORANGE COUNTY TRIAL LAWYERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ORANGE COUNTY TRIAL LAWYERS 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 ORANGE COUNTY TRIAL LAWYERS 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 ORANGE COUNTY TRIAL LAWYERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2023.
- Who is the principal officer of ORANGE COUNTY TRIAL LAWYERS ASSOCIATION?
- The 990 for the year ended December 31, 2023 names WHITNEY D BERTCH.
- Who are the officers and directors of ORANGE COUNTY TRIAL LAWYERS ASSOCIATION?
- The 990 for the year ended December 31, 2023 lists 27 people; 1 received compensation from the organization, the highest $143,761 (JANET THORNTON, EXECUTIVE DIRECTOR).
- How much revenue does ORANGE COUNTY TRIAL LAWYERS ASSOCIATION have?
- On its 990 for the year ended December 31, 2023 it reported revenue of $797,782, expenses of $822,949 and total assets of $376,885 at year end.
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