Santa Cruz County Bar Association
- Assets
- $139.9k
- Revenue
- $146.4k
- Investments
- $0.0
- Employees
- 3
- Location
- Santa Cruz, CA
- Founding
- 06/1976
- Data as of
- 12/2022
- EIN
- 94-2332117
Organization Overview
Santa Cruz County Bar Association is located in Santa Cruz, CA. The organization was established in 1976. According to its NTEE Classification (I03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Crime & Legal-Related and related organizations. As of 12/2022, Santa Cruz County Bar Association employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Santa Cruz County Bar Association is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2022, Santa Cruz County Bar Association generated $146.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (3.2%) each year. All expenses for the organization totaled $139.1k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (6.6%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE SANTA CRUZ COUNTY BAR ASSOCIATION IS TO DILIGENTLY PROMOTE MEANINGFUL ACCESS TO JUSTICE FOR ALL PERSONS, TO PROVIDE EDUCATIONAL AND SOCIAL OPPORTUNITIES FOR ALL OF ITS MEMBERS, AND TO ENSURE LEADERSHIP ON MAJOR ISSUES AFFECTING THE PROFESSION, INCLUDING THE PRESERVATION OF THE INDEPENDENCE OF THE LEGAL PROFESSION AND THE JUDICIARY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
BAR/SCCBA MEMBER EDUCATION PROGRAMS (MCLE)NUMBER OF PROGRAMS (TOTAL): 16BAR AND ESTATE PLANNING: 7REAL PROPERTY: 3NUMBER OF ATTENDEES: 460BAR AND ESTATE PLANNING: 280REAL PROPERTY 83
BAR/MEMBER NETWORKING AND PROFESSIONAL DEVELOPMENT PROGRAMS:NUMBER OF PROGRAMS: 4NUMBER OF ATTENDEES: 458
BAR/MEMBER COMMUNICATIONS:NUMBER OF PROGRAMS: 12NUMBER OF PEOPLE SERVED: 303
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lori King Executive Dir. | Officer | 24 | $45,228 |
Gina Occhipinti Borasi Director | Trustee | 1 | $0 |
Mark Johannessen President | OfficerTrustee | 2 | $0 |
Eric Nelson Past President | OfficerTrustee | 1 | $0 |
Danielle L Demartino Director | Trustee | 1 | $0 |
Jane Becker Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $51,793 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $6,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $57,793 |
| Total Program Service Revenue | $88,587 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $146,380 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $45,228 |
| Compensation of current officers, directors, key employees. | $11,307 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $39,284 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $5,800 |
| Payroll taxes | $10,629 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $387 |
| Information technology | $11,856 |
| Royalties | $0 |
| Occupancy | $8,400 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,197 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,214 |
| Insurance | $945 |
| All other expenses | $1,128 |
| Total functional expenses | $139,071 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $137,409 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $2,444 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $139,853 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $139,853 |
| Total liabilities and net assets/fund balances | $139,853 |