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Nonprofit · EIN 95-4279479

CALIFORNIA BANKRUPTCY FORUM

Tax-exempt · LONG BEACH, CA 90807

Financials

$417K$437K2022$548K$425K2023
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA BANKRUPTCY FORUM by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2024990$548,104$425,141$122,963$578,788$0$578,788
March 31, 2023990$417,325$436,869-$19,544$455,825$0$455,825
Financial details: 990 for the year ended March 31, 2024

Revenue

Contributions, gifts and grants
$33,085
Membership dues
$28,946
Program service revenue
$515,019
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$358,252
Management and general (functional)
$66,889

Balance sheet and other

Total assets, start of year
$455,825
Total assets, end of year
$578,788
Total liabilities, end of year
$0
Net assets, end of year
$578,788
Gross receipts
$548,104
Employees
0
Volunteers
100
Year formed
1990
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 March 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
HOWARD BAILEY ARCHDIRECTOR
Trustee or director
1$0
JULIA GLOSSON ISHIIDIRECTOR
Trustee or director
1$0
LISA LENHERRDIRECTOR
Trustee or director
1$0
PETER SAUERDIRECTOR
Trustee or director
1$0
GABRIEL WADDELLDIRECTOR
Trustee or director
1$0
TINHO MANGDIRECTOR
Trustee or director
1$0
MISTY PERRY ISAACSONDIRECTOR
Trustee or director
1$0
LOVEE SARENASDIRECTOR
Trustee or director
1$0
SHARON KOPMANDIRECTOR
Trustee or director
1$0
MARSHALL HOGANDIRECTOR
Trustee or director
1$0
RIKA KIDODIRECTOR
Trustee or director
1$0
KAILEY WRIGHTDIRECTOR
Trustee or director
1$0
DAVID CUSICKDIRECTOR
Trustee or director
1$0
MATTHEW GILBERTDIRECTOR
Trustee or director
1$0
GFANNY CHERNGDIRECTOR
Trustee or director
1$0
5 more people on this return
NameTitleHours / weekCompensation
SHELBY POTEETDIRECTOR
Trustee or director
1$0
RICHARD MARSHACKSECRETARY
Officer
5$0
MAGGIE SCHROEDTERVICE PRESIDENT
Officer
5$0
JOHN TEDFORDPRESIDENT
Officer
5$0
JASON RIOSTREASURER
Officer
5$0
990 for the year ended March 31, 2023: 25 people
NameTitleHours / weekCompensation
MATTHEW GILBERTDIRECTOR
Trustee or director
1$0
ERIC ISRAELDIRECTOR
Trustee or director
1$0
FANNY CHERNGDIRECTOR
Trustee or director
1$0
GABRIEL WADDELLDIRECTOR
Trustee or director
1$0
HOWARD BAILEYDIRECTOR
Trustee or director
1$0
JEFF GOLDENDIRECTOR
Trustee or director
1$0
JULIE GLOSSON ISHIIDIRECTOR
Trustee or director
1$0
KENNETH SHEMWELLDIRECTOR
Trustee or director
1$0
BRANDON ISKANDERDIRECTOR
Trustee or director
1$0
LISA LENHERRDIRECTOR
Trustee or director
1$0
LARRY SIMONSDIRECTOR
Trustee or director
1$0
DAVID CUSICKDIRECTOR
Trustee or director
1$0
ZEV SHECHTMANDIRECTOR
Trustee or director
1$0
MICHAEL J GOMEZDIRECTOR
Trustee or director
1$0
PETER SAUERDIRECTOR
Trustee or director
1$0
RANDYE SOREFDIRECTOR
Trustee or director
1$0
RICHARD MARSHACKDIRECTOR
Trustee or director
5$0
RIKA KIDODIRECTOR
Trustee or director
1$0
LOVEE SARENASDIRECTOR
Trustee or director
1$0
ANERIO ALTMANDIRECTOR
Trustee or director
1$0
MEGHAN MURPHEYDIRECTOR
Trustee or director
1$0
MAGGIE SCHROEDTERTREASURER
Officer
5$0
JOHN TEDFORDSECRETARY
Officer
5$0
MICHAEL A SWEETVICE PRESIDENT
Officer
5$0
DAVID M GOODRICHPRESIDENT
Officer
5$0

Address and contacts

Address (IRS master file)
3703 LONG BEACH BLVD STE 402, LONG BEACH, CA 90807-3331
In care of
% JULI HAUPT
Principal officer (990 for 2023)
JASON RIOS, 3703 LONG BEACH BLVD 402, LONG BEACH, CA 90807
Signed the 990
JASON RIOS, TREASURER
Phone
(714) 632-6800
Return prepared by
GROBSTEIN TEEPLE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4279479 or by the name CALIFORNIA BANKRUPTCY FORUM.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO OVERSEE THE TIMELY ADMINISTRATION OF THE LOCAL AND STATEWIDE NEEDS OF BANKRUPTCY PROFESSIONALS, INCLUDING EDUCATIONAL SUPPORT WITH PROGRAMS FOR ATTORNEYS, OTHER INSOLVENCY PROFESSIONALS, AND THE COMMUNITY TO BETTER SERVE BOTHTHE COMMUNITY AND THE PROFESSION.

990 for the year ended March 31, 2024

Program accomplishments

  • ANNUAL CONFERENCES DURING THE MONTH OF MAY FOR MEMBERS WHO WISH TO ATTEND. CONFERENCE INCLUDES SPEAKERS ON AREAS OF BANKRUPTCY, WITH EXPENSES COVERED BY ATTENDANCE FEES.
    Expenses $358,252 · revenue $518,159

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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025Not on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
95-4279479
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1991
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$578,788
Income (IRS master file)
$548,104

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2024$548,104$425,141$578,788XML
990March 2023$417,325$436,869$455,825XML
990March 2022$353,918$339,608$517,868IRS
990March 2021–––IRS
990March 2020–––IRS
990March 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 95-4279479).

Questions about CALIFORNIA BANKRUPTCY FORUM

What is the EIN of CALIFORNIA BANKRUPTCY FORUM?
The employer identification number (EIN) of CALIFORNIA BANKRUPTCY FORUM is 95-4279479.
Is CALIFORNIA BANKRUPTCY FORUM tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1991.
Are donations to CALIFORNIA BANKRUPTCY FORUM tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CALIFORNIA BANKRUPTCY FORUM 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 CALIFORNIA BANKRUPTCY FORUM due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA BANKRUPTCY FORUM last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2024.
Who is the principal officer of CALIFORNIA BANKRUPTCY FORUM?
The 990 for the year ended March 31, 2024 names JASON RIOS.
Who are the officers and directors of CALIFORNIA BANKRUPTCY FORUM?
The 990 for the year ended March 31, 2024 lists 20 people; 0 received compensation from the organization.
How much revenue does CALIFORNIA BANKRUPTCY FORUM have?
On its 990 for the year ended March 31, 2024 it reported revenue of $548,104, expenses of $425,141 and total assets of $578,788 at year end.

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