California Association Of Legal Document Assistants
- Assets
- $198.5k
- Revenue
- $207.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Granite Bay, CA
- Founding
- 06/1992
- Data as of
- 12/2022
- EIN
- 94-3117301
Organization Overview
California Association Of Legal Document Assistants, operating under the name Calda, is located in Granite Bay, CA. The organization was established in 1992. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Calda 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, Calda generated $207.0k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 20.7% each year . All expenses for the organization totaled $163.2k during the year ending 12/2022. While expenses have increased by 15.5% per year over the past 6 years. They've been increasing with an increasing level of total revenue. 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
CALDA IS FOCUSED ON HELPING THE PUBLIC BECOME AWARE OF THE LEGAL DOCUMENT ASSISTANT PROFESSION AS DISTINCT FROM THE PARALEGAL PROFESSION. CALDA IS COMMITTED TO THE CONTINUING LEGAL EDUCATION OF ITS MEMBERS AND TO ELEVATING THE ETHICAL STANDARDS OF THE LDA PROFESSION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CALDA HAS SEEN A STEADY INCREASE IN MEMBERSHIP, PARTICULARLY SINCE 2020. IN THAT TIME, OUR MEMBERSHIP HAS GROWN FROM 358 MEMBERS TO 478. WITH THE INCREASED MEMBERSHIP CALDA HAS BEEN VERY BUSY RESPONDING TO THE NEEDS OF OUR MEMBERS AND WORKING TO STRENGTHEN THE LDA PROFESSION.UNTIL THREE YEARS AGO CALDA AVERAGED 11 EVENTS ANNUALLY, AND IN 2022 CALDA HELD 86. CALDA HAS ALSO ADDED AN ON-DEMAND ACADEMY FEATURING A DOZEN DIFFERENT CLASSES. IN 2022 OUR THIRD ANNUAL VIRTUAL CONFERENCE SAW RECORD ATTENDANCE, UP 30% FROM THE PREVIOUS YEAR. ADDITIONALLY, THE INTRODUCTION OF TWO PROFESSIONAL CERTIFICATION PROGRAMS IN 2022 HAS HELPED BOLSTER MEMBERSHIP AND RECOGNITION OF LEGAL DOCUMENT ASSISTANTS IN THE COMMUNITY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Chester A Ruiz Director | Trustee | 1 | $0 |
Loretta Szudy Director | Trustee | 1 | $0 |
Michelle Dejohnette Director | Trustee | 1 | $0 |
Kymberly Lewis Director | Trustee | 1 | $0 |
Otis Gladney Director | Trustee | 1 | $0 |
Helen Bellamy Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $129,845 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $129,845 |
| Total Program Service Revenue | $77,060 |
| Investment income | $64 |
| 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 | $206,969 |
| 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 | $3,510 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $70,500 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $990 |
| Fees for services: Lobbying | $16,800 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $33,930 |
| Advertising and promotion | $3,351 |
| Office expenses | $6,495 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $12,080 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,213 |
| All other expenses | -$1 |
| Total functional expenses | $163,183 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $196,216 |
| 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 | $0 |
| Investments—publicly traded securities | $2,312 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $198,528 |
| 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 | $198,528 |
| Total liabilities and net assets/fund balances | $198,528 |